U.S. Software Stock News

Grab Holdings (GRAB) is in focus after Hesai Technology selected the company as its exclusive distributor for lidar products in Southeast Asia, a move tied directly to autonomous mobility and mapping initiatives. See our latest analysis for Grab Holdings. The lidar distribution deal comes as Grab’s share price has faced pressure, with a 30 day share price return of 12.16% and a 90 day share price return of 26.42%. The 3 year total shareholder return of 22.41% contrasts with a 5 year total...

Bilibili (BILI) has recently drawn attention after a stretch of mixed short term returns. The stock is down 2.4% over the past day and 7.4% over the past week, yet it remains positive over the past month. See our latest analysis for Bilibili. At a share price of $30.77, Bilibili’s 90 day share price return of 13.38% and year to date share price return of 16.69% sit alongside a 1 year total shareholder return of 67.78%. This indicates momentum that contrasts with the longer term 5 year total...

Donaldson Company (DCI) is back in focus after the board said chief operating officer Richard Lewis will take over as president and chief executive officer, while long-time leader Tod Carpenter becomes executive chairman. See our latest analysis for Donaldson Company. The leadership change headlines come as the share price sits at $109.20, with a 30 day share price return of 15.02% and year to date gain of 21.43%, while the 1 year total shareholder return of 56.84% points to strong momentum...

Recent coverage has highlighted AST SpaceMobile’s potential leadership in direct-to-cell satellite connectivity, underpinned by regulatory progress and ongoing satellite deployment milestones achieved prior to today. An interesting angle for investors is how growing government-related opportunities and shifting institutional positions are helping to keep attention on AST SpaceMobile’s evolving business model. We’ll now examine how this focus on direct-to-cell satellite capabilities shapes...

If you are wondering whether Block's current share price reflects its true worth, this article will walk through what the numbers are really saying about the stock. Block's share price recently closed at US$56.78, with returns of a 6.0% decline over 7 days, an 18.4% decline over 30 days, a 12.8% decline year to date, a 33.1% decline over 1 year, a 26.1% decline over 3 years, and a 79.2% decline over 5 years. Recent news coverage around Block has focused on how its ecosystem positions it...

Why M/I Homes is back on investors’ radar M/I Homes (MHO) is drawing fresh attention after Citizens began covering the stock with a positive outlook, shortly after the builder posted lower 2025 revenue and net income, along with a completed US$30.37 million share buyback. See our latest analysis for M/I Homes. M/I Homes shares are trading at US$141.77 after a 7 day share price return of 5.33% and a 90 day share price return of 9.91%. The 3 year total shareholder return of 139.40% suggests...

Avnet (AVT) is back in focus after reporting second quarter results that combined higher year over year sales with lower net income and earnings per share, and issuing fresh GAAP EPS guidance for the coming quarter. See our latest analysis for Avnet. The latest earnings update, together with recently completed buybacks, comes as Avnet’s share price sits at US$66.35, with a 30 day share price return of 33.10% and a 90 day share price return of 40.63%. The 1 year total shareholder return of...

Upstart Holdings (UPST) is back in focus as it prepares to report earnings this Tuesday, with investors watching closely after a recent revenue miss and weaker forward guidance. See our latest analysis for Upstart Holdings. At around $38.85, the stock has seen a 20.91% 1 month share price decline and a 15.25% year to date share price decline. The 1 year total shareholder return of 42.31% compares with a very large 3 year total shareholder return and a 57.90% total shareholder return decline...

Why Natural Resource Partners Is On Investors’ Radar Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year. For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...

If you are wondering whether American Electric Power Company is fairly priced or offering value at today's levels, this article will walk through what the numbers are actually saying about the stock. The shares recently closed at US$121.10, with returns of 0.4% over the last 7 days, 3.6% over 30 days, 4.6% year to date, 22.8% over 1 year, 49.8% over 3 years and 85.8% over 5 years. These figures may prompt questions about how much of the story is already in the price. Recent coverage of...

In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory. Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal. Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...

AECOM has reported past first-quarter 2025 results showing sales of US$3,830.83 million and net income of US$74.52 million, both lower than a year earlier, alongside reduced basic and diluted earnings per share. Amid this weaker quarter, AECOM is also reshaping its business mix and leadership, including appointing a new Head of Renewables for Europe to expand its clean energy footprint. With revenue and earnings under pressure but renewables leadership expanding, we’ll assess how these...

FedEx (NYSE:FDX) and Advent International have agreed to acquire Polish parcel delivery operator InPost. The deal gives FedEx a larger foothold in European parcel delivery, particularly in business to consumer services. InPost is expected to expand outside the constraints of public markets under the new ownership structure. FedEx, trading at $364.6, has seen strong recent returns, with the stock up 8.7% over the past week, 16.7% over the past month, and 24.4% year to date. Over longer...

Arm Holdings plc recently reported past third-quarter 2025 results, with revenue rising to US$1,242 million from US$983 million a year earlier, while net income eased to US$223 million from US$252 million. Despite higher sales over both the quarter and nine-month period, earnings per share were essentially flat year-on-year as Arm stepped up spending on areas such as edge and physical AI. With weak guidance linked to memory chip shortages and supply challenges, we will now assess how this...

Regulatory shift puts TMC the metals (TMC) back in focus Fresh U.S. government initiatives around deep-sea resource development have put new attention on TMC the metals (TMC), which has been waiting on International Seabed Authority mining rules to clarify its commercial pathway. See our latest analysis for TMC the metals. At a share price of $6.64, TMC has recently seen a 3.59% 1 day share price gain, while its 90 day share price return of 17.73% and very large 1 year total shareholder...

Why SouthState Bank stock is moving now SouthState Bank (SSB) shares have been in focus after its latest earnings report, which beat analyst expectations on revenue and net interest income and drew a series of upbeat research updates. See our latest analysis for SouthState Bank. The stock has pulled back slightly on the day, but a 9.7% 1 month share price return and 20.7% 3 month share price return point to momentum that contrasts with a more modest 4.7% 1 year total shareholder return. If...

If you are wondering whether AAR's recent run makes it expensive or still interesting on price, this article will help you frame what you are really paying for. AAR's share price sits at US$114.34, with returns of 5.9% over 7 days, 17.8% over 30 days, 35.4% year to date, 67.0% over 1 year, 119.0% over 3 years and 197.8% over 5 years. This naturally raises questions about how its current valuation stacks up. Recent coverage around AAR has focused on its role in the capital goods sector and...

Recent commentary around Birkenstock Holding (BIRK) has centered on its earnings and revenue growth, strong profitability, and solid balance sheet. This has been paired with a period of share price consolidation that is drawing fresh investor attention. See our latest analysis for Birkenstock Holding. After a tougher stretch that left the 1 year total shareholder return down around 32%, Birkenstock Holding’s recent 7 day share price return of 3.96% and year to date decline of 7.52% suggest...

In early February 2026, Take-Two Interactive Software reported third-quarter 2025 results showing year-over-year growth in sales and revenue, alongside a smaller net loss and reduced loss per share. On the same date, the company raised its earnings guidance for the quarter and full fiscal year ending March 31, 2026, while still projecting a net loss of about US$369 million to US$338 million, or US$2.00 to US$1.84 per share. Next, we’ll examine how Take-Two’s raised full-year revenue...

Earlier this quarter, Cognex reported forward guidance that pointed to continued growth but with less acceleration than investors had expected, reflecting its sensitivity to an industrial economy operating below normal levels. Management also highlighted ongoing capital expenditure in Logistics, a potential rebound in Consumer Electronics, and its “Emerging Customer Initiative” as important future growth drivers. With this context, we will examine how Cognex’s more measured growth outlook,...

F5, Inc. recently reported first-quarter 2026 results, with revenue of US$822.47 million and net income of US$180.05 million, and raised its full-year 2026 revenue growth outlook to a range of 5% to 6% while issuing second-quarter revenue guidance of US$770 million to US$790 million. The company’s decision to lift full-year guidance after reporting higher year-on-year revenue and earnings per share signals increased management confidence in its current business momentum. Next, we will...

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...

Allegro MicroSystems (ALGM) has caught investor attention after reporting third quarter net income of US$8.3 million, compared with a net loss a year earlier, along with higher sales and updated guidance for future earnings. See our latest analysis for Allegro MicroSystems. The earnings rebound and fresh guidance have arrived alongside a sharp shift in sentiment, with a 34.2% 1 month share price return and a 71.46% 1 year total shareholder return. However, the 3 year total shareholder return...

Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...