U.S. Software Stock News

In recent weeks, Western Digital has drawn investor attention as a newly focused hard disk drive pure play, reporting a 27% year-over-year revenue increase in its first quarter of fiscal 2026 amid strong AI-driven data center storage demand. At the same time, a series of insider share sales and a new analyst price target have raised questions about how leadership and external observers view the company’s prospects as AI-related storage needs accelerate. Now we’ll explore how Western...

Sirius XM Holdings recently faced investor focus around its latest earnings report, with analysts having expected earnings per share of US$0.77 and revenue of US$2.17 billion, both slightly lower than the same quarter a year earlier. Despite these softer expectations, analysts have continued to rate the stock as a Hold while it trades at a discount to industry peers on forward valuation metrics, underscoring how sentiment is being shaped by relative value rather than growth momentum. With...

In recent months, Centuri Holdings completed the acquisition of Connect Atlantic Utility Services Corporation, carried out a public share offering alongside a private placement that included entities tied to Carl C. Icahn, and appointed Dustin DeMaria to its Board of Directors, while CEO Christian Brown sold shares to cover tax obligations from vesting restricted stock units. Taken together, the Icahn-associated investment, fresh equity issuance, Canadian expansion, and board refresh point...

Recent fund commentary has zeroed in on Kirby (KEX) as inland barge demand softens and key chemical customers remain under economic pressure, a mix that is squeezing pricing and near term earnings expectations. See our latest analysis for Kirby. Despite those headwinds, the latest share price of $112.08 leaves Kirby with a strong 90 day share price return of 27.55%, even as its 1 year total shareholder return sits slightly negative. This is a sign that momentum has picked up recently after a...

Earlier this month, Barclays resumed coverage of Capri Holdings with an Overweight/Buy rating, citing stronger momentum at Michael Kors and benefits from the completed Versace sale. The renewed analyst focus highlights how easing promotional intensity and improving brand traction are becoming central to the Capri investment story. Now we’ll explore how Barclays’ upbeat view on Michael Kors’ brand momentum may influence Capri Holdings’ broader investment narrative. Explore 28 top quantum...

Earlier this month, investor rights firm Halper Sadeh LLC announced an investigation into whether GigaCloud Technology’s officers and directors breached fiduciary duties, urging shareholders to contact the firm about potential remedies and governance reforms. This legal scrutiny arrives alongside GigaCloud’s expansion of its B2B marketplace, logistics footprint, and a US$111 million share repurchase program aimed at reinforcing shareholder value. We’ll now examine how the Halper Sadeh...

Cathay General Bancorp (CATY) just delivered third quarter results with revenue coming in ahead of expectations even as earnings per share slipped a bit, and the update arrives alongside a fresh insider stock sale. See our latest analysis for Cathay General Bancorp. The share price at $49.8 has quietly gained momentum, with a 1 month share price return of 5.82 percent and a solid 3 year total shareholder return of 26.92 percent, suggesting steady, if unspectacular, compounding despite the...

Hormel Foods (HRL) turned heads after an earnings update in which revenue fell short but profit came in ahead of expectations, and management reiterated its 2026 turnaround plan focused on targeted growth and cost savings. See our latest analysis for Hormel Foods. Despite the upbeat 2026 guidance and a fresh shelf registration that gives Hormel more financial flexibility, the share price has only managed a 1 month share price return of 8.26% while the 3 year total shareholder return of...

Republic Services (RSG) has been grinding higher this year, but its recent pullback, with the stock down around 2% on the day and roughly 8% over the past 3 months, has investors reassessing the setup. See our latest analysis for Republic Services. Despite today’s weaker 1 day share price return and a softer 90 day stretch, Republic Services still sports a solid year to date share price gain, backed by steady revenue and earnings growth. The muted 1 year total shareholder return suggests...

Ellington Financial (EFC) has been quietly rewarding patient shareholders, and its recent run of steady returns is drawing fresh attention. With income, credit, and housing all in focus, investors are reassessing what comes next. See our latest analysis for Ellington Financial. After a solid year where Ellington Financial’s share price has climbed from income play to quiet outperformer, its recent 11.92% year to date share price return and 25.03% one year total shareholder return signal that...

Wayfair recently ran a Cyber Week Sale featuring steep discounts across furniture, décor, housewares, and home improvement items, including branded collections like Magnolia Homes by Joanna Gaines, to draw holiday shoppers. By concentrating major promotions on big-ticket home goods at the peak of holiday demand, Wayfair is testing how deep discounting can influence customer engagement and order volumes. Next, we’ll examine how Wayfair’s aggressive Cyber Week discounting across core home...

American Financial Group (AFG) just expanded its share repurchase authorization by 5 million shares and extended the program to 2030, a shareholder-friendly move that tightens supply and underscores management confidence. See our latest analysis for American Financial Group. Despite the fresh buyback news, American Financial Group’s recent share price performance has been subdued, with a 30 day share price return of minus 7.47 percent and a one year total shareholder return of minus 1.52...

Popular (BPOP) has quietly rewarded patient shareholders, with the stock up about 26% this year even after some pullback in the past 3 months. This invites a closer look at what is driving returns. See our latest analysis for Popular. With the share price now around $116.90, Popular’s solid year to date share price return and strong multi year total shareholder returns suggest momentum is cooling a little rather than reversing, as investors reassess both growth prospects and risk. If...

Tanger (SKT) has quietly slipped about 7% over the past month, even as its long term track record remains strong, so the stock now looks interesting for income focused investors watching retail real estate. See our latest analysis for Tanger. That pullback sits against a year to date share price return of around negative mid single digits and a one year total shareholder return of negative high single digits. However, the three and five year total shareholder returns remain very strong, which...

In early December 2025, Marvell Technology reported a jump in third-quarter revenue to US$2,074.5 million and swung from a net loss to net income of US$1,901.3 million, issued guidance for fourth-quarter revenue of about US$2.20 billion, and was reported to be in advanced talks to acquire photonics startup Celestial AI in a multi‑billion‑dollar cash‑and‑stock deal. At the same time, fresh concerns about Marvell potentially losing Amazon’s next‑generation Trainium AI chip designs to a rival,...

On December 1, 2025, Palo Alto Networks issued a presentation urging shareholders to support its classified Board structure, arguing that staggered director terms enhance continuity, institutional knowledge, and long-term execution on priorities like large acquisitions and adapting to generative AI, while remaining consistent with Delaware fiduciary duties. The company’s push to retain a classified Board highlights a tension between management’s preference for stability and some investors’...

In recent days, Gorman-Rupp received an upgrade from Wall Street Zen to a “buy” rating, while Weiss Ratings reiterated its “buy (b)” view, giving the pump manufacturer a consensus “Buy” rating according to MarketBeat.com. This cluster of positive analyst opinions highlights growing confidence in Gorman-Rupp’s business quality and may draw fresh attention from institutional and retail investors alike. With these analyst upgrades spotlighting renewed confidence in Gorman-Rupp, we’ll now...

In August 2025, Tandem Diabetes Care issued a voluntary medical device correction for select t:slim X2 insulin pumps after identifying a potential speaker-related fault that could interrupt insulin delivery, and this has since drawn scrutiny as of December 2025. The correction has triggered investigations by law firms into whether the company provided materially misleading information to investors, raising fresh questions about its disclosure and product-risk management practices. We’ll now...

AllianceBernstein Holding (AB) has quietly outperformed the market over the past year, with the stock up about 26% and nearly doubling over five years. This performance is prompting a closer look at what still drives upside. See our latest analysis for AllianceBernstein Holding. With the share price at $41.88, AB has added a solid 7.0% 1 month share price return, and its 1 year total shareholder return near 26% hints that momentum is still tilting in shareholders' favor rather than fading. If...

Dillard’s recently reported higher net sales and net income, underscoring financial resilience even as its construction segment saw reduced activity and performance obligations. A key differentiator emerging from the update is Dillard’s emphasis on exclusive brand merchandise, which is helping support retail gross margins amid sector pressures. We’ll now examine how this focus on exclusive brands shapes Dillard’s investment narrative, particularly in light of its mixed segment...

Warby Parker (WRBY) shares pushed higher after Google used The Android Show XR Edition to confirm their jointly developed AI smart glasses are targeting a 2026 launch, spotlighting Warby Parker’s entry into connected eyewear. See our latest analysis for Warby Parker. The 13.27% 1 day and 23.46% 30 day share price returns suggest momentum is snapping back after a tougher stretch, even though the 1 year total shareholder return remains modestly negative and the 3 year total shareholder return...

Lazard, Inc. recently appointed Bill Young, Jean Greene and Paolo Battaglia as Managing Directors in its Global Industrials Group in New York, with Young leading Diversified Industrials and Greene rejoining after two decades at the firm. By adding senior bankers from Bank of America and Goldman Sachs, Lazard is reinforcing its advisory bench across diversified industrials, industrial technology and aerospace & defense. We’ll now examine how strengthening Lazard’s Global Industrials...

Eaton Corporation recently reported a strong third quarter of 2025, highlighting record segment margins, robust demand in data centers, AI infrastructure, and electrification projects, and completion of the US$9.50 billion Boyd Thermal acquisition to expand its integrated AI power and liquid cooling solutions for hyperscale data centers. The company also raised its full-year adjusted EPS guidance to US$12.07, underscoring how higher-margin electrification and data center exposure are...

In recent months, several U.S. law firms have launched securities class actions against Marex Group plc, alleging that between May 16, 2024 and August 5, 2025 the company engaged in self-dealing over-the-counter trades and issued unreliable financial statements involving subsidiaries and related parties. The core allegation is that Marex’s reported cash flows, and the revenues, assets, and profits of its Market Making segment, were inflated through off-book intercompany transactions,...