U.S. Software Stock News

Northrop Grumman recently secured a sole-source contract worth up to US$100,000,000 to advance the Stand-in Attack Weapon and AARGM‑ER missile programs through 2034, while also rolling out extended‑range software upgrades for its G/ATOR radar and supplying CEESIM systems for fifth‑generation fighter testing. Together, these wins reinforce Northrop Grumman’s role in high‑end missile, radar, and electronic warfare infrastructure that underpins long‑term U.S. and allied defense...

Earlier this month, AppLovin presented at the UBS Global Technology and AI Conference in Arizona and the Nasdaq Investor Conference in London, where management outlined the continuing rollout of its AI-powered ad tech and self-serve tools across gaming and e-commerce advertisers. These events, alongside upbeat commentary from multiple Wall Street analysts and a recent credit rating upgrade, underscored growing confidence in AppLovin’s ability to scale its AXON platform and broaden its...

American Water Works Company (AWK) has quietly edged higher over the past week, adding about 2% and extending modest gains for the month, even as the past 3 months remain slightly negative. See our latest analysis for American Water Works Company. Zooming out, that steady 7 day share price return sits alongside a year to date share price gain of 6.2%, while the 1 year total shareholder return of 4.0% shows momentum tentatively rebuilding after a weak multi year picture. If American Water...

In early December 2025, The Ensign Group expanded its footprint by acquiring four skilled nursing facilities across Colorado, Kansas, and Arizona, bringing its portfolio to 373 healthcare operations in 17 states and 156 owned real estate assets through its Standard Bearer Healthcare REIT subsidiary. Beyond adding beds and new markets, the transactions highlight Ensign’s continued use of long-term triple net leases and its integrated operating-and-REIT model, a structure that many investors...

While Odyssey Marine Exploration, Inc. ( NASDAQ:OMEX ) shareholders have enjoyed a good week with stock up 13%, they...

Earlier this month, Verizon Communications appointed former PayPal CEO Dan Schulman as its new chief executive, launched its largest-ever layoffs exceeding 13,000 roles, and on December 4 affirmed a quarterly dividend of US$0.69 per share payable on February 2, 2026. By cutting headcount to redirect cash toward AI, customer service, and network investments while maintaining its long-running dividend growth, Verizon is signaling a reset in how it balances shareholder income with reinvestment...

Why Interactive Brokers Group Has Caught Investors Attention Interactive Brokers Group (IBKR) has quietly pulled back about 12% over the past month, even after delivering steady revenue and double digit net income growth, a setup that naturally raises valuation questions. See our latest analysis for Interactive Brokers Group. That recent 11.8% one month share price pullback sits awkwardly next to a 40.6% year to date share price return and a hefty 275.3% three year total shareholder return,...

Morgan Stanley’s downgrade of Tesla (TSLA) is colliding with weaker U.S. sales and rising competition at the same time that investors are getting excited about progress in Full Self Driving and Tesla’s fast growing energy storage business. See our latest analysis for Tesla. Tesla’s share price has shrugged off much of the EV gloom, with a 30 day share price return of 14.17% and year to date gain of 21.01%. The three year total shareholder return of 205.50% shows that long term momentum,...

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

In December 2025, Uranium Energy Corp. reported a first-quarter net loss of US$10.34 million with no revenue, while advancing uranium production projects in Wyoming and Texas and launching United States Uranium Refining & Conversion Corp to add UF6 conversion capabilities. This move positions Uranium Energy as the only U.S. supplier spanning uranium mining through to planned UF6 production, tightly aligning its business with American energy security and potential federal uranium reserve...

SentinelOne (S) has landed squarely in the spotlight after crossing $1 billion in annual recurring revenue and showcasing its Purple AI driven platform in high profile breach investigations, giving investors fresh reasons to revisit the stock. See our latest analysis for SentinelOne. Despite the excitement around its AI platform and high profile breach work, SentinelOne’s 1 year total shareholder return of around negative 37% and year to date share price return of roughly negative 33% show...

Lockheed Martin recently reported that construction of its 88,000-square-foot Missile Assembly Building-5 in Courtland, Alabama, to support Next Generation Interceptor production is nearing completion, with operations targeted for early 2026 as part of a broader investment in U.S. homeland missile defense infrastructure. This purpose-built, “born digital” NGI facility highlights how Lockheed Martin is weaving advanced digital engineering and scalable manufacturing into missile defense,...

Shareholders of Vail Resorts, Inc. ( NYSE:MTN ) will be pleased this week, given that the stock price is up 12% to...

Goldman Sachs Group (GS) has leaned hard into its OneGS 3.0 overhaul, using AI to simplify how the bank runs, while its recent financial services conference reinforced a constructive backdrop for deals and capital markets. See our latest analysis for Goldman Sachs Group. The stream of AI investments, fixed income issuance and expansion moves like the Innovator ETF deal has been met with strong enthusiasm, with Goldman Sachs delivering a robust year to date share price return and standout...

Procter & Gamble (PG) shares have slid about 14 % over the past year, leaving some long term holders uneasy and value oriented investors wondering whether this household staples giant is quietly slipping into bargain territory. See our latest analysis for Procter & Gamble. That slide reflects a reset in expectations after strong post pandemic demand and some input cost relief, with a roughly 14 percent 1 year total shareholder return decline contrasting with still positive 5 year total...

Albertsons Companies (ACI) just rolled out its AI powered shopping assistant across its banner sites, a clear step deeper into agentic commerce that could gradually reshape how its core grocery customers search, plan and fill carts. See our latest analysis for Albertsons Companies. Despite these digital pushes, including the AI assistant rollout and retail media momentum, Albertsons’ recent share price return has stayed soft, with the year to date share price down while the five year total...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...

Rent the Runway (RENT) just posted a sharp swing into profitability for Q3 2026, with revenue of about $87.6 million and net income of roughly $76.5 million translating to EPS of around $13.69, while its trailing twelve month figures show revenue of about $314.5 million and net income of roughly $10.6 million, or EPS of about $2.45. Over recent quarters the company has seen revenue move from about $75.9 million in Q3 2025 to $87.6 million in Q3 2026, alongside a turn from a net loss of...

Recent performance and setup Integra LifeSciences Holdings (IART) has quietly climbed about 11% over the past month, even as its one year return remains down more than 40%. This creates an interesting reset for patient investors. See our latest analysis for Integra LifeSciences Holdings. That 11% 1 month share price return stands in sharp contrast to the roughly 42% year to date share price slide and deeply negative multi year total shareholder returns. This suggests recent gains look more...

Kestra Medical Technologies (KMTS) has posted its Q2 2026 results with revenue of about $22.6 million and a basic EPS loss of $0.64, alongside net income excluding extraordinary items of negative $32.8 million, keeping profitability firmly in the red. The company has seen revenue move from $14.7 million in Q2 2025 to $22.6 million in Q2 2026, while quarterly EPS narrowed from a loss of $1.19 to a loss of $0.64 over the same period. Trailing twelve month net losses remain heavy at roughly...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

The board of Keurig Dr Pepper Inc. ( NASDAQ:KDP ) has announced that it will pay a dividend of $0.23 per share on the...

DHI Group, Inc. ( NYSE:DHX ), might not be a large cap stock, but it received a lot of attention from a substantial...

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...