U.S. Software Stock News

In January 2026, Qualcomm filed its proxy statement urging shareholders to vote against proposals to lower the ownership threshold for calling special meetings and to require a detailed report on its China-related business risks, while also affirming a US$0.89 quarterly dividend and announcing an upcoming board departure. At the same time, Qualcomm’s push into on-device AI through investments and collaborations such as SpotDraft and Lantronix, alongside attention from high-profile investors,...

SentinelOne (S) is back in focus after a busy stretch, with the CFO transition, an interim finance chief stepping in, and a sizable one time tax charge all landing just ahead of earnings. See our latest analysis for SentinelOne. The CFO change, interim appointment and one-time tax charge all land against a backdrop where the latest share price of US$14.93 sits alongside a 7 day share price return of 8.19%, while the 1 year total shareholder return shows a 36.92% decline and the 3 year total...

If you are wondering whether Janus Henderson Group's current share price still offers value or if most of the opportunity is already priced in, this breakdown is designed to help you frame that question clearly. The stock recently closed at US$48.05, with returns of 0.4% over the last 7 days, 0.8% over 30 days, 0.6% year to date, 15.4% over 1 year, 109.9% over 3 years and 88.7% over 5 years. These figures naturally raise questions about how its valuation stacks up today. Recent coverage...

ProPetro Holding (PUMP) has just completed and priced an upsized public offering of 15,000,000 common shares at about US$10 each, raising roughly US$150 million to support general corporate needs and additional power generation equipment. See our latest analysis for ProPetro Holding. The offering arrives after a 15.12% 1 month share price return and an 8.55% year to date share price gain, while the 1 year total shareholder return of 14.01% points to momentum that has been building rather than...

If you are wondering whether Unum Group at around US$76 a share still offers solid value after its long run, this article will walk through what the current price might be implying. The stock has barely moved over the last year with a 0.4% return, even after a very strong 3 year return of about 90% and a very large 5 year gain that is close to 3x. Recent attention on Unum Group has largely focused on its position as a US life and disability insurer, with investors weighing how its risk...

BioMarin Pharmaceutical, ticker NasdaqGS:BMRN, has announced plans to acquire Amicus Therapeutics, adding approved rare disease therapies such as Galafold and PomOp to its portfolio. To fund the transaction, BioMarin is launching an $850 million senior note offering, a new $2 billion senior secured term loan, and additional revolving credit facilities. The deal and financing package represent one of the largest recent capital moves in the rare disease pharmaceuticals sector. At a share...

Why MPLX is back in focus after a downgrade and portfolio shake up The recent move in MPLX (MPLX) comes as investors weigh a Raymond James downgrade, fresh analyst earnings sentiment, and a series of acquisitions and asset sales that are reshaping its midstream footprint. See our latest analysis for MPLX. At a share price of $55.75, MPLX has seen a 10.24% 90 day share price return, while its 1 year total shareholder return of 16.56% and 5 year total shareholder return of 266.93% point to...

In late January 2026, Galaxy Gaming announced the UK launch of MONOPOLY Table Games Progressive under an exclusive licensing agreement with Hasbro, while Hasbro also faced new shareholder lawsuits alleging mismanagement and overproduction of its Magic: The Gathering brand and added two high-profile consumer and gaming executives to its board. Together, the legal challenges around Magic: The Gathering and the board refresh featuring leaders from Nintendo and The Honest Company highlight a...

Plug Power has installed 100MW of electrolyzers at Galp’s Sines Refinery in Portugal, a key step for renewable hydrogen production in Europe. The company has completed a green hydrogen project in Namibia with Cleanergy Solutions Namibia, expanding its presence in Africa. Plug Power and Walmart have agreed to cancel a historical warrant arrangement that had raised investor concerns about dilution. Management is calling a special shareholder meeting to vote on amendments to the corporate...

Riot Platforms (NasdaqCM:RIOT) signed a 10-year data center lease with AMD, securing a major high-performance computing customer relationship. The company acquired the Rockdale site, a large, fully owned property with substantial grid capacity for data center and computing operations. These steps reflect a shift from a pure bitcoin mining focus toward a broader high-performance computing and data center business model. For you as an investor, the core story is that Riot Platforms is moving...

Wondering if BJ's Wholesale Club Holdings is still a good deal at its recent share price or if the value story has moved on? This article is built to help you make sense of what you are really paying for. The stock closed at US$91.58, with returns of a 3.2% decline over 7 days, 0.1% over 30 days, a 0.4% decline year to date and a 7.4% decline over the last year, while the 3 year and 5 year returns sit at 23.0% and 114.6% respectively. Recent news coverage has focused on BJ's role as a major...

Firefly Aerospace (FLY) is back in focus as traders weigh two near term catalysts: the upcoming Alpha rocket Flight 7 launch and a lock up expiry that could add more shares to the market. See our latest analysis for Firefly Aerospace. Recent trading has been choppy, with a 9.18% intraday drop and heightened attention on the lock up expiry. However, a 30 day share price return of 22.29% and a 90 day return of 18.04% suggest momentum is still building from a volatile base at $28.86. If...

CleanSpark (NasdaqCM:CLSK) has outlined plans to acquire up to 447 acres of land in Texas for potential data center expansion. The company expects this footprint to support future facilities aimed at AI and high-performance computing alongside its existing bitcoin mining operations. This move signals an effort to broaden its business model beyond digital asset mining into broader computing infrastructure. CleanSpark is best known as a bitcoin miner, but the Texas land plans put AI and...

Peloton Interactive (NasdaqGS:PTON) and Respin Health completed a targeted study on women in perimenopause and menopause using Peloton's fitness programming. The study reports significant improvements in participant symptoms, measured with a clinical quality of life survey. The findings highlight Peloton's entry into a focused women's health use case that sits beyond its traditional connected fitness positioning. For investors looking at Peloton as more than a connected bike company, this...

Recent share performance context First Advantage (FA) has drawn attention after a period of weaker share performance, with the stock around $12.91 and total return figures indicating declines over the past year and year to date. Against that backdrop, investors are weighing the company’s reported revenue of $1.46b and a net income loss of $138.659m, alongside a value score of 4 and an indicated intrinsic discount of about 52%. See our latest analysis for First Advantage. Recent trading has...

Kosmos Energy (KOS) extended the early tender and withdrawal deadline for its cash offer to repurchase up to $250 million of its 7.750% Senior Notes due 2027, reshaping near term debt management considerations. See our latest analysis for Kosmos Energy. The decision to extend the tender offer comes as Kosmos Energy’s share price, now at $1.52, has shown strong recent momentum, with a 1 month share price return of 72.92% and a year to date share price return of 70.25%. This is despite a 1 year...

InSysBio has extended its collaboration with BeOne Medicines (ONC), focusing on mechanistic translational modeling to refine starting doses, step up regimens and dose escalation design, all aimed at managing cytokine release syndrome in clinical studies. See our latest analysis for BeOne Medicines. The extended InSysBio collaboration comes as BeOne Medicines' share price sits at $350.00, with a 30 day share price return of 12.79% and year to date share price return of 12.53%. Its 1 year total...

Earlier this week, shares of Warby Parker came under pressure after William Blair analysts voiced caution about the company’s AI-enabled glasses partnership with Google, arguing that expectations for its revenue and profit contribution may be overly optimistic and that it is unlikely to drive substantial sales in 2026. The skepticism highlights how much of Warby Parker’s investment story has recently hinged on emerging technology collaborations, rather than its core eyewear business...

NXP Semiconductors (NXPI) is drawing fresh attention after a series of upbeat analyst opinions and investor comments, focusing on its role in automotive and industrial chips and its close integration with long term customers. See our latest analysis for NXP Semiconductors. The recent wave of analyst attention is landing on a stock that already has momentum, with a 1 day share price return of 4.62% and a 90 day share price return of 16.30%. The 5 year total shareholder return of 50.44%...

Merck (NYSE:MRK) has ended its bid to acquire Revolution Medicines after the two companies were unable to agree on valuation. The decision affects Merck’s efforts to expand its oncology pipeline through external deals. Both companies have left the door open for potential future discussions, while other bidders may still emerge for Revolution Medicines. Merck, trading at about $106.9 per share, has seen a 12.9% return over the past year and a 69.9% return over five years, which puts recent...

Pagaya Technologies (PGY) recently signed its first forward flow agreement for point of sale loans with Sound Point Capital Management, covering up to $720 million. This development has drawn attention to how this funding approach might influence the stock. See our latest analysis for Pagaya Technologies. The new POS forward flow deal comes after a choppy few months for the stock, with a 90 day share price return showing an 18.96% decline and a year to date share price return reflecting a...

Wondering if Bristol-Myers Squibb at around US$54.62 is offering good value right now, or if the price already reflects what you are paying for? This article walks through that question head on. The stock has been relatively steady recently, with returns of 0.2% over 7 days, 0.9% over 30 days, 2.2% year to date, and a 2.8% decline over the past year, which can hint at shifting views on both its potential and its risks. These moves sit against an ongoing flow of company updates and industry...

D-Wave Quantum (QBTS) has packed several major headlines into a short window, including a US$20 million system sale to Florida Atlantic University, a US$10 million Fortune 100 QCaaS deal, new U.S. defense work, and a headquarters move to Boca Raton. See our latest analysis for D-Wave Quantum. Despite the headlines, D-Wave Quantum’s recent trading has cooled, with a 30.85% 90 day share price decline and an 11.23% year to date share price pullback, while the 1 year total shareholder return is...

Alliance Resource Partners, L.P. recently announced that its board approved a cash distribution of US$0.60 per unit for the quarter ended December 31, 2025, payable on February 13, 2026 to unitholders of record as of February 6, 2026. This payout underlines the partnership’s continued use of cash distributions as a key tool for returning capital to its unitholders. Next, we’ll examine how this reaffirmed US$0.60 per-unit cash distribution shapes Alliance Resource Partners’ broader investment...