U.S. Software Stock News

Ascendis Pharma (NasdaqGS:ASND) just told investors the FDA has tagged its latest TransCon CNP filing as a major amendment, pushing the decision deadline to February 28, 2026, and subtly reshaping expectations for potential approval. See our latest analysis for Ascendis Pharma. The update lands after a strong run, with Ascendis Pharma’s year to date share price return of around 50% and 1 year total shareholder return of about 56%. This suggests momentum is still building as investors reassess...

In recent weeks, CRISPR Therapeutics has drawn fresh attention as it advances its CRISPR-based gene-editing pipeline, including early clinical work on CTX310 for lowering LDL cholesterol and triglycerides and ongoing commercialization of its approved therapy Casgevy for blood disorders. What stands out is how early progress with CTX310, alongside revised earnings expectations and sustained institutional interest, is beginning to reshape perceptions of CRISPR Therapeutics’ long-term role in...

Berkshire Hathaway (BRK.A) has quietly slipped about 1% over the past day and 2% this week, a small move that still invites a closer look at how the long term picture stacks up. See our latest analysis for Berkshire Hathaway. That dip sits against a share price that is still up solidly year to date, while a strong multi year total shareholder return suggests long term holders have been well rewarded even as near term momentum cools. If this kind of steady compounder appeals to you, it could...

Upbound Group, Inc. recently confirmed that its Board of Directors approved a first-quarter 2026 quarterly cash dividend of US$0.39 per share, payable on January 6, 2026, to shareholders of record on December 17, 2025. This continued dividend commitment, alongside the earlier refinancing of the company’s term loan to enhance liquidity and extend its maturity, signals a focus on maintaining financial flexibility while returning cash to shareholders. We’ll now explore how the refreshed term...

Otis Worldwide’s Korean unit recently received Elevator World’s Project of the Year award for its work on Incheon International Airport’s Terminal 2 expansion, which included installing 172 elevators, escalators, and Asia’s longest continuous moving walks using a synchronized dual‑motor system. This recognition underscores Otis’s capability to deliver complex, high-throughput mobility systems for major infrastructure hubs, reinforcing its position as a preferred partner for advanced airport...

Kinder Morgan recently issued preliminary guidance for 2025 and 2026, projecting Net income attributable to the company of about US$2.90 billion and US$3.10 billion respectively, alongside an annualized 2026 dividend of US$1.19 per share that would mark its ninth consecutive yearly increase. The company’s outlook leans heavily on growing contracted LNG feedgas volumes and natural gas pipeline expansions, which together underpin fee-based earnings expectations and support its capacity to keep...

IMAX (IMAX) has been getting fresh attention after its investor day, where management laid out growth targets above what many on Wall Street were expecting, along with an expanded China partnership with Wanda Film. See our latest analysis for IMAX. The upbeat investor day and fresh content partnerships seem to be feeding into a clear trend, with an 11.66% 1 month share price return and a 163.52% 5 year total shareholder return suggesting momentum is still building rather than fading. If...

In late November and early December 2025, BeOne Medicines reported positive Phase 1/2 data for its investigational BCL2 inhibitor sonrotoclax in relapsed or refractory mantle cell lymphoma and chronic lymphocytic leukemia, alongside U.S. FDA Priority Review, Breakthrough Therapy, Fast Track and multiple Orphan Drug designations, plus participation in Project Orbis. The new data, including an overall response rate of 52.4% in heavily pretreated mantle cell lymphoma and rapid, sustained...

In early December 2025, BofA Securities downgraded PROCEPT BioRobotics from Buy to Neutral, citing slower utilization growth and decelerating system sales for its Aquablation technology amid tighter hospital capital budgets. The report still emphasized PROCEPT’s sizable market opportunity and financial flexibility, highlighting a tension between near-term growth concerns and longer-term adoption potential for Aquablation in benign prostatic hyperplasia. We’ll now examine how this slowdown in...

Core & Main, Inc. has reported past third-quarter 2025 results with net sales of US$2,062 million and net income of US$137 million, alongside reaffirmed full-year guidance for net sales of US$7.60 billion to US$7.70 billion. The company also expanded its share repurchase authorization to US$1.00 billion, highlighting an increased commitment to returning capital to shareholders. Next, we’ll examine how reaffirmed guidance and the larger share repurchase plan may influence Core & Main’s...

Healthpeak Properties, Inc. recently released an updated investor presentation and shifted to paying monthly dividends, while outlining plans to monetize up to US$1.00 billion of its outpatient medical office portfolio to fund development, acquisitions, and share repurchases. This combination of a clearer investor roadmap, a higher and more frequent dividend, and recycling capital from outpatient assets highlights a sharpened focus on capital allocation and income consistency for...

Alexandria Real Estate Equities (ARE) is back on investors radar following a 45% dividend cut, weak third quarter results, and a sharp share price drop that has already attracted several securities class action lawsuits. See our latest analysis for Alexandria Real Estate Equities. The latest selloff has pushed Alexandria Real Estate Equities’ share price down to about $44.97, with a steep year to date share price return of around minus 53.9% and a five year total shareholder return of roughly...

Financial momentum reshapes expectations for F&G Annuities & Life F&G Annuities & Life (FG) is back on investors radar after a powerful run in net premiums earned and an upbeat outlook for book value growth that reframes its earnings trajectory. See our latest analysis for F&G Annuities & Life. Even with the latest share price at $33.01 and a solid 1 month share price return of 7.14%, the year to date share price return of negative 19.74% and 1 year total shareholder return of negative 24.78%...

GEO Group (GEO) has been grinding through a tricky year, and the stock’s recent bounce contrasts sharply with its weak past 3 months and deep year to date drawdown. See our latest analysis for GEO Group. Over the past few weeks, a 10.91% 1 month share price return to $16.78 has only partially offset GEO Group’s sharp year to date share price loss, while its 3 year total shareholder return still looks robust, suggesting sentiment is stabilising after a tough stretch. If GEO’s rebound has you...

Arthur J. Gallagher (AJG) has been slipping lately, with the stock down over the past month and past 3 months, even as revenue and net income continue to grow at a healthy double digit clip. See our latest analysis for Arthur J. Gallagher. Zooming out, that recent weakness sits against a share price of $237.85 and a solid backdrop, with the 5 year total shareholder return of 108.16 percent still signaling long term momentum, even as shorter term share price returns cool. If AJG's pullback has...

Broadcom stock extends strong multi month rally Broadcom (AVGO) has been on a steady tear lately, with the stock up roughly 15% over the past month and nearly 20% in the past 3 months, catching investors attention. See our latest analysis for Broadcom. That surge sits on top of a huge run, with the share price up strongly year to date and a powerful multi year total shareholder return that suggests momentum is still very much building as investors re rate Broadcom’s growth story. If...

NovoCure has announced that CEO and Director Ashley Cordova resigned effective November 30, 2025, with President Frank Leonard stepping into the Chief Executive Officer role from December 1, 2025, while Executive Chairman William F. Doyle represented the company at the Piper Sandler Healthcare Conference shortly thereafter. The leadership handover to Leonard, a long-time internal executive who has overseen global operations and innovation, suggests continuity in both commercial execution and...

Vaxcyte (PCVX) just hit a key milestone by dosing the first participants in its OPUS Phase 3 trial of VAX-31, a head-to-head study against current adult pneumococcal vaccines that supports its future approval plans. See our latest analysis for Vaxcyte. That backdrop helps explain why, even with a sharp year to date share price return of minus 44.56 percent and a one year total shareholder return of minus 49.84 percent, the recent three month share price rebound of 41.14 percent suggests...

Zai Lab Limited recently dosed the first participant in a global Phase 1/1b trial of ZL-1503, its internally discovered IL-13/IL-31R bispecific antibody for moderate-to-severe atopic dermatitis, and secured 2025 National Reimbursement Drug List renewal in China for VYVGART, NUZYRA, and ZEJULA. Together, these developments highlight Zai Lab’s efforts to build proprietary immunology assets while preserving broad reimbursement for key in-licensed therapies in China’s healthcare system. We’ll...

Over recent weeks, Vertiv Holdings has expanded its AI-focused data center capabilities through the completed US$1.00 billion PurgeRite acquisition, a power-systems collaboration with Nvidia for future 800V DC facilities, and a sizeable quarterly dividend increase announced in mid-November. These moves strengthen Vertiv’s role in high-density, liquid-cooled AI infrastructure and grid technology just as global data center power needs are projected to more than double by decade-end. Next,...

Solventum (SOLV) has quietly put together a solid run, with the stock up around 25% this year and roughly 16% over the past 3 months, catching more investor attention. See our latest analysis for Solventum. That move has been driven more by a re-rating than a one off headline. The latest 1 month share price return of about 15% has added to already strong year to date momentum, even after a recent pullback to around $82.60. If Solventum’s recent run has you rethinking your healthcare exposure,...

Enphase Energy (ENPH) just started shipping its new IQ EV Charger 2 across the U.S. and Canada, a move that quietly pushes the stock’s story beyond solar into mainstream home and commercial EV charging. See our latest analysis for Enphase Energy. The new IQ EV Charger 2 and recent PowerMatch launch in Europe arrive against a tough backdrop, with the 1 year total shareholder return down sharply and the year to date share price return still deeply negative. However, the strong 7 day share price...

Ford Motor recently outlined the next phase of its European transformation, including a new partnership with Renault Group to co-develop affordable, multi-energy and electric vehicles, expand its passenger car line-up, and streamline manufacturing across key plants in Germany, Spain and the UK. By combining Renault’s Ampere EV platform with Ford’s commercial-vehicle software ecosystem and industrial alliances such as Ford Otosan, the company is trying to reset its competitiveness in Europe’s...

SEI Investments (SEIC) has quietly slipped about 2% over the past month and roughly 7% in the past 3 months, despite steady mid single digit revenue and net income growth. See our latest analysis for SEI Investments. At around $80.90, SEI Investments’ recent 30 day and quarter share price weakness sits in contrast to its solid multi year total shareholder returns. This suggests momentum has cooled even as the longer term wealth creation story remains intact. If this more measured setup at SEI...