U.S. Software Stock News

American Financial Group (AFG) just expanded its share repurchase authorization by 5 million shares and extended the program to 2030, a shareholder-friendly move that tightens supply and underscores management confidence. See our latest analysis for American Financial Group. Despite the fresh buyback news, American Financial Group’s recent share price performance has been subdued, with a 30 day share price return of minus 7.47 percent and a one year total shareholder return of minus 1.52...

Popular (BPOP) has quietly rewarded patient shareholders, with the stock up about 26% this year even after some pullback in the past 3 months. This invites a closer look at what is driving returns. See our latest analysis for Popular. With the share price now around $116.90, Popular’s solid year to date share price return and strong multi year total shareholder returns suggest momentum is cooling a little rather than reversing, as investors reassess both growth prospects and risk. If...

Tanger (SKT) has quietly slipped about 7% over the past month, even as its long term track record remains strong, so the stock now looks interesting for income focused investors watching retail real estate. See our latest analysis for Tanger. That pullback sits against a year to date share price return of around negative mid single digits and a one year total shareholder return of negative high single digits. However, the three and five year total shareholder returns remain very strong, which...

In early December 2025, Marvell Technology reported a jump in third-quarter revenue to US$2,074.5 million and swung from a net loss to net income of US$1,901.3 million, issued guidance for fourth-quarter revenue of about US$2.20 billion, and was reported to be in advanced talks to acquire photonics startup Celestial AI in a multi‑billion‑dollar cash‑and‑stock deal. At the same time, fresh concerns about Marvell potentially losing Amazon’s next‑generation Trainium AI chip designs to a rival,...

On December 1, 2025, Palo Alto Networks issued a presentation urging shareholders to support its classified Board structure, arguing that staggered director terms enhance continuity, institutional knowledge, and long-term execution on priorities like large acquisitions and adapting to generative AI, while remaining consistent with Delaware fiduciary duties. The company’s push to retain a classified Board highlights a tension between management’s preference for stability and some investors’...

Terns Pharmaceuticals (TERN) is back on radar after updated data from its CARDINAL trial of TERN-701 in previously treated chronic myeloid leukemia was highlighted in an oral session at the 2025 ASH meeting. See our latest analysis for Terns Pharmaceuticals. The ASH spotlight has clearly intensified interest in Terns, with a 1 month share price return of 117.81 percent and a 90 day share price return of 432.85 percent helping drive a powerful year to date surge. At the same time, a 3 year...

In recent days, Gorman-Rupp received an upgrade from Wall Street Zen to a “buy” rating, while Weiss Ratings reiterated its “buy (b)” view, giving the pump manufacturer a consensus “Buy” rating according to MarketBeat.com. This cluster of positive analyst opinions highlights growing confidence in Gorman-Rupp’s business quality and may draw fresh attention from institutional and retail investors alike. With these analyst upgrades spotlighting renewed confidence in Gorman-Rupp, we’ll now...

In August 2025, Tandem Diabetes Care issued a voluntary medical device correction for select t:slim X2 insulin pumps after identifying a potential speaker-related fault that could interrupt insulin delivery, and this has since drawn scrutiny as of December 2025. The correction has triggered investigations by law firms into whether the company provided materially misleading information to investors, raising fresh questions about its disclosure and product-risk management practices. We’ll now...

AllianceBernstein Holding (AB) has quietly outperformed the market over the past year, with the stock up about 26% and nearly doubling over five years. This performance is prompting a closer look at what still drives upside. See our latest analysis for AllianceBernstein Holding. With the share price at $41.88, AB has added a solid 7.0% 1 month share price return, and its 1 year total shareholder return near 26% hints that momentum is still tilting in shareholders' favor rather than fading. If...

Dillard’s recently reported higher net sales and net income, underscoring financial resilience even as its construction segment saw reduced activity and performance obligations. A key differentiator emerging from the update is Dillard’s emphasis on exclusive brand merchandise, which is helping support retail gross margins amid sector pressures. We’ll now examine how this focus on exclusive brands shapes Dillard’s investment narrative, particularly in light of its mixed segment...

Warby Parker (WRBY) shares pushed higher after Google used The Android Show XR Edition to confirm their jointly developed AI smart glasses are targeting a 2026 launch, spotlighting Warby Parker’s entry into connected eyewear. See our latest analysis for Warby Parker. The 13.27% 1 day and 23.46% 30 day share price returns suggest momentum is snapping back after a tougher stretch, even though the 1 year total shareholder return remains modestly negative and the 3 year total shareholder return...

Lazard, Inc. recently appointed Bill Young, Jean Greene and Paolo Battaglia as Managing Directors in its Global Industrials Group in New York, with Young leading Diversified Industrials and Greene rejoining after two decades at the firm. By adding senior bankers from Bank of America and Goldman Sachs, Lazard is reinforcing its advisory bench across diversified industrials, industrial technology and aerospace & defense. We’ll now examine how strengthening Lazard’s Global Industrials...

Eaton Corporation recently reported a strong third quarter of 2025, highlighting record segment margins, robust demand in data centers, AI infrastructure, and electrification projects, and completion of the US$9.50 billion Boyd Thermal acquisition to expand its integrated AI power and liquid cooling solutions for hyperscale data centers. The company also raised its full-year adjusted EPS guidance to US$12.07, underscoring how higher-margin electrification and data center exposure are...

In recent months, several U.S. law firms have launched securities class actions against Marex Group plc, alleging that between May 16, 2024 and August 5, 2025 the company engaged in self-dealing over-the-counter trades and issued unreliable financial statements involving subsidiaries and related parties. The core allegation is that Marex’s reported cash flows, and the revenues, assets, and profits of its Market Making segment, were inflated through off-book intercompany transactions,...

Arcellx (ACLX) just put fresh clinical data on the table, and it is the kind investors tend to pay attention to. The company reported pivotal Phase 2 results for its multiple myeloma CAR T, anito cel. See our latest analysis for Arcellx. The upbeat iMMagine 1 readout has arrived after a choppy stretch, with the stock’s 30 day share price return still negative even as the 90 day move turns positive and three year total shareholder returns remain very strong. This hints that momentum may be...

Gold.com (GOLD) just completed a straightforward rebrand, changing its name from A-Mark Precious Metals and adopting the GOLD ticker on the NYSE, a move that naturally has investors taking a closer look. See our latest analysis for Gold.com. The rebrand comes after Gold.com was dropped from the Nasdaq Composite Index and shifted to the GOLD ticker on the NYSE, with a roughly 20 percent 1 month share price return suggesting fresh momentum despite a modest 1 year total shareholder return. If...

Earlier this month, Diodes Incorporated launched the AP61406Q, a 5.5V, 4A automotive‑compliant synchronous buck converter with an I2C 3.0 interface, targeting compact, high‑efficiency point‑of‑load applications in infotainment, instrument clusters, telematics, and ADAS. The device’s programmable power modes, frequency and current settings, plus EMI‑reducing gate driver design, highlight Diodes’ push into higher‑value automotive power management solutions. Next, we’ll examine how this highly...

GameStop Corp. recently confirmed it will report third-quarter 2025 results after the market close on December 9, alongside launching a “Trade Anything Day” promotion to support its collectibles business. The company’s renewed focus on collectibles, coupled with supportive commentary from a high-profile shareholder, is reshaping how investors view its core retail and engagement model. With recent gains in place, we’ll explore how the upcoming earnings release and the “Trade Anything Day”...

Wintrust Financial (WTFC) has quietly outperformed many regional peers this month, with the stock gaining about 5% as investors lean into its steady loan growth and improving profitability trends. See our latest analysis for Wintrust Financial. That latest move builds on a solid year to date, with a roughly 11% year to date share price return and a powerful 3 year total shareholder return of about 74%, suggesting momentum is still very much intact as investors reassess regional bank risk. If...

Five Below (FIVE) just delivered a quarter that checked two big investor boxes at once: upside earnings and a guidance hike. Sales ran ahead of forecasts, and management responded by lifting full year expectations. See our latest analysis for Five Below. The market has been quick to reward that execution, with a roughly 22% 3 month share price return and a 76% year to date share price return at the latest close of $174.62. However, the 3 year total shareholder return is still slightly...

In early December 2025, GSK notified IDEAYA Biosciences that it will terminate their 2020 collaboration, returning the Werner Helicase (IDE275) and Pol Theta (IDE705) programs, while IDEAYA also secured FDA clearance to begin a Phase 1 trial of its bispecific B7H3/PTK7 ADC IDE034 for multiple solid tumors in 2026. This combination of a major partnership unwind and the advancement of a potentially first-in-class oncology asset highlights IDEAYA’s increasing control over its pipeline and its...

Morgan Stanley is doubling down on its positive view of Diamondback Energy (FANG), pointing to its low cost Permian wells, rising free cash flow, and a capital plan that leans heavily toward shareholder payouts. See our latest analysis for Diamondback Energy. That backdrop helps explain why, even with the latest share price at $157.52, Diamondback’s 30 day share price return of 9.66% and 90 day gain of 15.58% suggest momentum is rebuilding. At the same time, a 5 year total shareholder return...

Sonos (SONO) just delivered one of those mixed earnings updates that still manages to move a stock higher, with a headline loss but revenue near the top of guidance and upbeat forward commentary. See our latest analysis for Sonos. The earnings update appears to have reset expectations in a positive way, with the roughly 27% 3 month share price return and stronger year to date share price performance suggesting momentum is building again despite a still modest 3 year total shareholder...

In early December 2025, TJX Companies reported strong third-quarter fiscal 2026 results, raised its full-year guidance, detailed progress on a US$669.74 million share repurchase completed between February and November, and highlighted expansion plans including 2,000 additional stores and entry into Spain from 2026. TJ Maxx also recently ran its first Maxxinista Express holiday bus tour across Los Angeles, Dallas, and Miami, underscoring how TJX is leaning into its highly engaged off-price...