U.S. Software Stock News

Wondering if Fox at around US$62.69 is priced for opportunity or already reflects the story? This piece walks through the key numbers to help you frame that question clearly. The stock has seen mixed recent returns, with a 1.3% decline over the last week, a 5.1% gain over the last 30 days, a 15.0% decline year to date and a 25.5% return over the last year, alongside longer term returns of 112.3% over three years and 72.6% over five years. Recent market interest has been shaped by ongoing...

Array Digital Infrastructure (AD) has reported full year 2025 results with fourth quarter revenue of US$60.3 million and basic EPS of US$0.48, alongside trailing twelve month EPS of US$1.97 on revenue of US$163.0 million and net income from ongoing operations of US$169.7 million. Over recent periods the company has seen quarterly revenue move between US$25.7 million and US$60.3 million, while basic EPS has ranged from a loss of US$1.12 per share to a profit of US$1.26 per share. This gives...

1stdibs.Com (DIBS) closed out FY 2025 with Q4 revenue of US$23.0 million and a basic EPS loss of US$0.03, while trailing 12-month revenue was US$89.6 million and EPS a loss of US$0.38. Over the past six reported quarters, revenue has moved between US$21.2 million and US$22.8 million per quarter, while basic EPS losses have ranged from US$0.15 to US$0.03. This has left investors focused on how much further margins can tighten or stabilize from here. See our full analysis for 1stdibs.Com. With...

Recent price moves and performance snapshot Integra LifeSciences Holdings (IART) has drawn attention after a sharp move, with the stock up about 29% over the past week and roughly 45% over the past month from its recent levels. See our latest analysis for Integra LifeSciences Holdings. That surge sits against a mixed backdrop, with a 90 day share price return of 20.43% and a 3 year total shareholder return decline of 72.66%, suggesting recent momentum is rebuilding after a tough stretch. If...

In early May 2026, Coherent Corp. reported third-quarter fiscal 2026 sales of US$1,805.64 million and net income of US$191.40 million, both up sharply from a year earlier, while also confirming strong AI data center and communications demand and a multiyear, multi‑billion‑dollar collaboration with NVIDIA. Alongside this, Coherent is rapidly expanding its 6‑inch indium phosphide wafer capacity and simplifying its capital structure, positioning its photonics business more squarely around...

If you are wondering whether American States Water at around US$76.84 is priced fairly or offering value, it helps to step back and look at what the recent share performance and fundamentals are signaling. Over the short term the stock is up 2.1% over the last week and is roughly flat over the past month with a 0.1% decline, while year to date it is up 6.3% and the 1 year return sits at a 1.8% decline. These moves come as investors continue to react to company specific developments and the...

Halozyme Therapeutics (NasdaqGS:HALO) has entered a new global collaboration with GSK to apply its ENHANZE technology to subcutaneous delivery of multiple oncology products. The agreement includes development of subcutaneous formulations for antibody drug conjugates, expanding ENHANZE into a new class of cancer therapies. The collaboration introduces additional potential royalty streams tied to future use of ENHANZE across GSK’s oncology portfolio. Halozyme Therapeutics, trading at $65.19,...

Oculis Holding secured a formal Special Protocol Assessment from the FDA for its pivotal Phase 3 PIONEER-1 trial of Privosegtor in optic neuritis. The FDA agreement confirms that the PIONEER-1 trial design is adequate to support a potential future NDA submission. In parallel, new findings from the DME AWARE study support further development of OCS-01 eye drops for diabetic macular edema. These updates arrive with NasdaqGM:OCS trading at $31.09, with the stock up 13.1% over the past week and...

RPM International (RPM) drew fresh attention after reporting third quarter fiscal 2026 earnings and sales that exceeded expectations, alongside guidance regarding sales and adjusted EBIT. See our latest analysis for RPM International. The share price has eased back recently, with a 1 month share price return of 4.84% but a 90 day share price return decline of 13.30%, while the 1 year total shareholder return decline of 6.79% contrasts with a 3 year total shareholder return of 32.76%. This...

Investors may be wondering if Phibro Animal Health at around US$43.16 is still offering value after a strong run, or if the easy gains are behind it. The stock has pulled back 18.8% over the last week and 22.5% over the last month, yet it still shows a 15.7% gain year to date and a 96.6% return over the past year. These sharp moves are drawing attention back to what is already priced into Phibro Animal Health and how much of its story is reflected in the current share price. Ongoing interest...

Recent performance puts Apple Hospitality REIT in focus Apple Hospitality REIT (APLE) has drawn fresh attention after a one-month return of about 19% and a gain of roughly 14% over the past three months, prompting investors to reassess the hotel-focused REIT’s recent momentum. See our latest analysis for Apple Hospitality REIT. At a share price of $13.89, Apple Hospitality REIT’s recent 19.43% 1 month share price return and 15.17% year to date share price return contrast with a steadier 1...

Zai Lab (NasdaqGM:ZLAB) reported new clinical data from its global oncology and immunology pipeline, including intracranial response data for zoci in small cell lung cancer. The company is preparing to launch KarXT in China for schizophrenia in the next quarter. Management highlighted these pipeline and launch updates while also flagging near term revenue pressure. Zai Lab focuses on developing and commercializing medicines in oncology and immunology, as well as central nervous system...

Salesforce (CRM) is back in focus after a flurry of AI-centered announcements, including the launch of Agentforce Operations and Merck Animal Health’s decision to deploy Agentforce Life Sciences across its global customer engagement. See our latest analysis for Salesforce. Despite the flurry of AI product launches and partnerships, including Merck Animal Health adopting Agentforce Life Sciences, Salesforce’s recent price action tells a mixed story, with a 1-day share price return of 2.84% and...

NASB Financial (NASB) has put up a clean set of Q2 2026 numbers, with revenue of US$24.2 million and EPS of US$1.30 anchoring the latest report. The company has seen revenue move from US$19.9 million and EPS of US$0.80 in Q2 2025 to US$24.2 million and EPS of US$1.30 in Q2 2026, while trailing twelve month EPS sits at US$4.52 on revenue of US$92.3 million. For investors, the key takeaway is that profitability and margins sit firmly at the center of this update, setting the tone for how the...

If you are wondering whether Equity Residential at around US$65.86 offers good value today, it helps to look past the headline share price and focus on what different valuation methods are signaling. The stock has returned 0.7% over the past week and 9.4% over the last 30 days, while the 1 year return of 1.2% decline contrasts with gains of 6.2% year to date, 18.6% over 3 years and 8.3% over 5 years. Recent coverage around Equity Residential has centered on its position within the US...

Multiple law firms are scrutinizing Merchants Bancorp (MBIN) after Q1 2026 results highlighted a sharp reduction in brokered deposits and higher funding costs, raising fresh questions about the sustainability of the current earnings profile. See our latest analysis for Merchants Bancorp. The stock has been volatile around Q1 2026, with a reported 9.3% single session drop after the earnings release and legal investigations. However, a 41.02% year to date share price return and 50.41% 1 year...

Why SiriusPoint’s latest quarter caught investor attention SiriusPoint (SPNT) put up a busier first quarter, with higher revenue and net income, its strongest core combined ratio in six quarters, and operating return on equity at the top of its target range. See our latest analysis for SiriusPoint. The latest results appear to have kept positive momentum intact, with the share price at US$23.49 and a 90 day share price return of 12.99%, while the three year total shareholder return of 135.84%...

If you are wondering whether Bruker stock is priced attractively or already reflects its prospects, the recent share moves make that question especially timely. The stock last closed at US$43.73, with returns of 19.1% over the past week and 19.3% over the past month, compared with an 8.5% gain over the past year and longer term returns over 3 and 5 years that have been negative. These shorter term gains come after a period where investors have been reassessing many life sciences and tools...

Q1 earnings and business shift put Etsy in focus Etsy (ETSY) is back on investors’ radar after first quarter 2026 results showed revenue of US$631.28 million and net income of US$69.68 million, compared with a loss a year earlier. The company also highlighted a push toward more human centric buyer and seller interactions, which it links to higher engagement and early momentum in key metrics across its marketplaces. See our latest analysis for Etsy. The 1 month share price return of 18.69% and...

Recursion Pharmaceuticals (RXRX) is back in focus after a busy Q1 2026, with fresh clinical data for REC-1245, first patient dosing for REC-4539, and FDA engagement around REC-4881 following promising Phase 2 results. See our latest analysis for Recursion Pharmaceuticals. The clinical updates and Q1 results have come with pressure on the stock, with a 30 day share price return of 2.51% contrasting with a 1 year total shareholder return decline of 25.51%, which points to fading longer term...

In early May 2026, PDD Holdings drew heightened attention as analysts highlighted expectations for a significant year-over-year earnings increase ahead of its 19 May Q1 2026 results, supported by an upgrade from Arete and reiterated positive views from other research firms. Analysts pointed to PDD Holdings' strengthening earnings outlook, international expansion focus, and supply chain improvements as key reasons for their more optimistic stance on the business. We'll now examine how this...

International Paper (IP) is back in focus after Q1 2026 earnings showed higher sales and a shift from loss to profit, even as management highlighted margin pressure, cost inflation, and softer packaging demand. See our latest analysis for International Paper. International Paper's share price has been under pressure, with a 90 day share price return of 28.98% and a year to date share price return of a 17.81% decline. The 3 year total shareholder return of 19.41% contrasts with the 23.24%...

Wondering if Agilent Technologies at US$118.65 is offering solid value or just fair pricing right now? This article breaks down what the current market price might be implying. The stock is up 2.7% over the last week and 4.2% over the last month, even though the year to date return stands at a 14.0% decline and the 1 year return is 10.0%. Taken together, these figures provide a mixed picture of sentiment and recent momentum. Recent coverage has focused on how Agilent Technologies fits into...

BlackSky Technology (BKSY) is back in focus after raising its 2026 revenue and adjusted EBITDA guidance, supported by fully commissioned Gen-3 satellites, a US$99 million Air Force Research Lab contract, and growing subscription demand. See our latest analysis for BlackSky Technology. The sharp 20.4% one day share price decline to US$32.24 came after weaker first quarter results, even as BlackSky highlighted rising demand for Gen-3 subscriptions, a stronger backlog and higher 2026 guidance...