U.S. Software Stock News

If you are wondering whether Coastal Financial at US$104.58 is still fairly priced or starting to look stretched, you are not alone. This article is here to help you frame that question clearly. The stock has pulled back recently, with a 4.7% decline over 7 days, a 10.5% decline over 30 days and a 7.7% decline year to date, after a 21.1% return over the past year and a very large gain over 5 years. Recent attention on Coastal Financial has focused on its role within the US regional banking...

Recently, ON Semiconductor drew attention as options data signaled rising bearish positioning ahead of its February 9 earnings release, alongside forecasts for weaker earnings and revenue this fiscal year and a potential rebound next year. At the same time, industry projections for strong growth in discrete semiconductors across automotive, consumer electronics and industrial automation highlight a constructive backdrop that contrasts with the cautious sentiment around the stock. With ON...

If you are wondering whether GCM Grosvenor at around US$11.37 is priced attractively or not, this article walks through what the current share price might be implying about value. The stock is roughly flat year to date with a 0.6% return, after a 12.9% decline over the last 12 months and a 45.5% gain across the past 3 years, so recent moves may look very different depending on your holding period. Recent attention on alternative asset managers and listed managers in general has kept GCM...

Q4 and full year 2025 results catch investor attention WesBanco (WSBC) has drawn fresh interest after reporting fourth quarter 2025 results, with higher net interest income, fee growth, progress on the Premier Financial integration, and planned branch closures all feeding into the latest stock conversation. See our latest analysis for WesBanco. The earnings release and branch efficiency plans appear to sit alongside a steady improvement in sentiment, with a 90 day share price return of 17.64%...

Nucor (NUE) just closed out FY 2025 with fourth quarter revenue of US$7.7 billion and basic EPS of US$1.67, alongside net income of US$383 million, setting the tone for how investors read its latest steel cycle update. Over the past two reported fourth quarters, revenue has moved from US$7.1 billion in FY 2024 to US$7.7 billion in FY 2025, while basic EPS shifted from US$1.22 to US$1.67. This gives a clear view of how the top line and per share earnings have tracked through the year. With...

Chime Financial, NasdaqGS:CHYM, has been named the Official Banking and Credit Partner of the Portland Fire. The agreement includes front of jersey branding, exclusive member experiences, VIP access, and community-focused programs for fans in Portland. The partnership also features local content series and charitable initiatives aimed at deepening ties with the Portland community. For investors watching Chime Financial, NasdaqGS:CHYM, this Portland Fire partnership ties a consumer-facing...

If you are wondering whether LendingClub's share price still offers value, the recent trading history gives you a clear starting point to assess what you might be paying for each dollar of fundamentals. The stock most recently closed at US$20.81, with returns of 4.5% over the last 7 days, 6.0% over 30 days, 8.8% year to date, 23.6% over 1 year, 114.8% over 3 years and 80.8% over 5 years. This frames the question of whether the current price fully reflects these moves. Recent coverage has...

Conagra Brands (CAG) is drawing fresh attention after a surge in options trading, with call contracts dominating volume, alongside new Morgan Stanley commentary on competitive pressure in US food stocks and management’s focus on cash flow and debt. See our latest analysis for Conagra Brands. At a share price of US$17.95, Conagra has a 7 day share price return of 4.54% and a 30 day share price return of 4.12%. Its 1 year total shareholder return of 24.64% and 3 year total shareholder return of...

If you are wondering whether Casella Waste Systems is reasonably priced at around US$105.82, this article will walk through what that number could mean for you as an investor. The stock has seen mixed returns, with a 2.0% gain over the last 7 days, 4.6% over the past month, 7.3% year to date, but a small 0.6% decline over the past year. The 3 year and 5 year returns sit at 32.1% and 82.4% respectively. Recent attention on Casella Waste Systems has largely come from its role as a listed US...

If you are wondering whether Coinbase Global's current share price fairly reflects its potential, you are not alone. This article is built to help you weigh up what you are really paying for. The stock last closed at US$210.83, with returns of a 7.4% decline over 7 days, an 11.0% decline over 30 days, a 10.9% decline year to date and a 25.2% decline over the past year, alongside a very large gain over three years of around 3.6x. Recent headlines around Coinbase Global have focused heavily on...

Atlantic Union Bankshares Corporation recently reported full-year 2025 results, with net interest income rising to US$1.15 billion and net income reaching US$273.72 million, alongside issuing 2026 guidance for net interest income of US$1.35 billion to US$1.38 billion. The bank also saw net charge-offs fall sharply in the fourth quarter of 2025 and increased its quarterly dividend, underscoring benefits from the Sandy Spring integration and tighter credit risk management. Next, we’ll examine...

Why Urban Outfitters (URBN) is back on investor radar Urban Outfitters (URBN) has drawn fresh attention after reporting earnings per share growth of 45% annually over the past three years and an 11% rise in revenue to about US$6.0b. See our latest analysis for Urban Outfitters. At a share price of US$69.98, Urban Outfitters has had a mixed short term run, with a 1 day share price return of 1.49% contrasted against a 30 day share price return decline of 9.18%. Its 1 year total shareholder...

Recently, FormFactor was pulled into wider semiconductor sector turbulence after Intel’s disappointing earnings and guidance, which highlighted persistent supply shortages and sparked concerns about chip demand patterns heading into 2026. At the same time, investors have been weighing a bearish short thesis citing rich valuation and sector headwinds against optimism that FormFactor could benefit from rising AI-related testing needs and higher earnings estimates ahead of its early February...

MKS Inc. recently announced plans to issue €1.00 billion of senior unsecured notes due 2034 in a private offering, with the proceeds, alongside earlier refinancing steps and cash on hand, earmarked to fully refinance its existing U.S. dollar and euro term loan facilities. Alongside this balance-sheet reshaping, MKS has been rolling out multiple higher-end laser and beam profiling products at Photonics West 2026, underscoring how its financing moves are occurring in parallel with ongoing...

Sunoco (SUN) has raised its quarterly distribution for the fifth straight period, lifting the payout to $0.9317 per common unit. This move underscores management’s focus on long-term income for unitholders. See our latest analysis for Sunoco. That distribution increase comes as Sunoco’s share price has moved up to $58.62, with a 1-month share price return of 10.54% and a 1-year total shareholder return of 11.54%. This suggests that momentum has been building alongside expectations for...

Cognizant recently announced new alliances with Cognition, creator of Devin AI, and Typeface to embed autonomous and agentic AI into large-scale software engineering and marketing operations for enterprise clients. Together, these partnerships signal Cognizant’s push to weave production-grade AI into core client workflows, from code modernization to fully orchestrated marketing lifecycles. We’ll now examine how this focus on AI-native enterprise transformation, especially Devin’s autonomous...

BETA Technologies (NYSE:BETA) is partnering with Surf Air Mobility and the Hawaii Department of Transportation to advance electric aviation services in Hawaii under a joint federal initiative. The company is also participating in Ohio's proposal to the FAA that targets operational deployment of its electric aircraft for medical cargo transport across a four state region. BETA Technologies, trading at $24.24, is stepping into two high profile projects that focus on real world use of electric...

Multiple major brokerages have recently upgraded NasdaqGS:AMAT, pointing to a sharp pickup in semiconductor capital spending tied to AI. Analysts highlight wafer fabrication equipment as a key focus area, with Applied Materials seen as a key supplier to this part of the industry. Chipmakers such as TSMC and Intel are increasing capital expenditures, which is expected to feed into demand for Applied Materials’ tools and services. The wave of upgrades from firms including Mizuho and Deutsche...

If you are wondering whether Intellia Therapeutics at around US$14.83 is a bargain or a value trap, you are not alone. The stock has returned 15.6% over the last 7 days, 57.1% over the past month, 61.0% year to date, yet longer term holders have seen a 48.2% 1 year return alongside 65.1% and 79.0% declines over 3 and 5 years respectively. These sharp swings have come as Intellia Therapeutics stays in focus as a gene editing company in the biotech space. In this area, sentiment can shift...

Sanmina (SANM) has kicked off Q1 2026 with revenue of about US$3.2b and basic EPS of US$0.91, setting the tone for how its earnings story is shaping up this year. The company has seen quarterly revenue move from US$2,006.3m in Q1 2025 to US$3,189.7m in Q1 2026, while basic EPS shifted from US$1.20 to US$0.91 over the same period. Trailing 12 month EPS now sits at US$4.27 on revenue of US$9.3b. With trailing net margins thinner than last year and a large one off loss still in the rear-view...

Agnico Eagle Mines (NYSE:AEM) has sold its remaining 55% interest in the Barsele project to Goldsky Resources Corp. The company retains a royalty and equity stake in Goldsky as part of its broader portfolio optimization approach. The transaction refines Agnico Eagle Mines' project pipeline and reallocates attention toward its core assets. Agnico Eagle Mines, a major gold producer listed on the NYSE under ticker AEM, operates in a sector that has seen ongoing attention on capital discipline...

Goldman Sachs Group (GS) is back in focus after CEO David Solomon described the economic backdrop as constructive, highlighting supportive U.S. fiscal policies, potential strength in 2026 M&A and capital markets activity, and renewed focus on core businesses. See our latest analysis for Goldman Sachs Group. At a share price of US$929.72, Goldman Sachs has cooled slightly in the very short term, with a 1 day share price return of 0.23% decline and a 7 day share price return of 1.45% decline...

If you are wondering whether Mosaic's current share price lines up with its underlying worth, you are not alone. That is exactly what this article will help you unpack. Recently, the stock has seen a 5.2% return over the last 7 days, 17.0% over the last 30 days, 13.7% year to date, 4.1% over the last year, while the 3 year return sits at a 37.4% decline and the 5 year return at 15.8%, which may have changed how investors view both its potential and its risks. These moves have come alongside...

MicroVision (NasdaqGM:MVIS) has agreed to acquire key assets from Luminar Technologies through a Section 363 bankruptcy sale process. The package includes intellectual property, critical inventory, engineering staff, and existing commercial contracts, subject to bankruptcy court approval. The transaction is tied to Luminar's ongoing bankruptcy proceedings and remains contingent on court and procedural milestones. MicroVision focuses on lidar sensors and advanced perception solutions for...