U.S. Software Stock News

IDEXX Laboratories (IDXX) is back in the spotlight after reporting fourth quarter and full year 2025 results, with higher sales, net income, and earnings per share, along with new 2026 revenue and EPS guidance. See our latest analysis for IDEXX Laboratories. The fresh earnings and 2026 outlook arrive after a mixed stretch for the share price, with a 1-day share price return of 1.05% and 7-day share price return of 2.21%. These gains are offset by a 30-day share price return decline of 9.37%...

In recent months, Republic Services reported softer quarterly results and stagnating unit volumes, despite five-year sales increasing at a compounded annual rate of 10.2% and maintaining an average operating margin of 18.9%. This combination of slowing volumes alongside historically solid revenue growth and profitability has raised fresh questions about competition, market saturation, and the potential need for price or investment shifts. We’ll now examine how concerns about stagnating sales...

Ellington Financial plans to redeem all outstanding shares of its Series A Preferred Stock at the end of February 2026. Following the redemption, the Series A Preferred Stock will be delisted from the NYSE. The move will retire this layer of preferred capital and end related dividend payments to Series A holders. For common shareholders of NYSE:EFC, this preferred stock redemption sits alongside a share price of $12.85 and a mixed recent return profile. The stock is up 2.0% over the past...

On 2 February 2026, Helios Technologies announced that Enovation Controls has expanded the OpenView display platform by adding CODESYS functionality, enabling customers to program both uControl controllers and OpenView HMI displays within a single industrial development environment and access CODESYS WebVisu for remote monitoring. This move deepens Helios’ open software approach, potentially making its platforms more attractive to OEMs and system integrators seeking interoperable, remotely...

Why Dish’s Default Matters for American Tower American Tower (AMT) is back in focus after the company disclosed that Dish Wireless missed lease payments, triggering a default under their Strategic Collaboration Agreement and prompting a move to seek court confirmation of Dish’s obligations. The company has said this default is not expected to affect its 2025 financial results, but for you as a shareholder or potential investor it raises fresh questions about counterparty reliability and how...

Critical Metals Corp. recently reported final 2025 assay results from Area B and the Fjord Deposit at its Tanbreez Rare Earths Project in Greenland, confirming extensive near-surface rare earth mineralisation with Total Rare Earth Oxide plus yttrium grades generally between 0.35% and 0.61% and heavy rare earths making up around a quarter of the mix. The program also highlighted consistent by-product levels of metals such as niobium, hafnium and gallium across a 1,750-metre corridor,...

Applied Materials recently announced that Samsung Electronics will join its US$5.00 billion EPIC Center in Silicon Valley, a large collaborative R&D facility focused on accelerating next-generation semiconductor process and equipment development across advanced logic and memory. By combining this EPIC collaboration model with newly launched tools for 2nm-and-beyond chips, Applied Materials is positioning its equipment at the heart of future AI and energy-efficient computing roadmaps. We’ll...

Why Marvell Technology (MRVL) is on investors’ radar today Marvell Technology (MRVL) continues to draw attention from investors after a mixed share price pattern, with an 8.6% gain over the past week contrasting with weaker returns over the month and the past three months. See our latest analysis for Marvell Technology. That recent 8.6% 7 day share price return comes after weaker 3 month share price performance of 8.2% and a 1 year total shareholder return decline of 24.6%, so near term...

FTI Consulting (FCN) has been busy reshaping its senior leadership, with a cluster of February appointments across healthcare, chemicals, business transformation and intellectual property. These changes give investors fresh context for thinking about the stock. See our latest analysis for FTI Consulting. At a share price of US$173.36, FTI Consulting has seen a 4.8% 90 day share price return and a 1.8% year to date share price return, while the 1 year total shareholder return of 10.2% decline...

Arhaus stock at a glance Arhaus (ARHS) has attracted investor attention after a mixed stretch, with a 15% gain over the past 3 months contrasting with weaker one year and year to date returns at recent prices near US$10.67. See our latest analysis for Arhaus. Recent trading has been choppy, with a 14.9% 90 day share price return contrasting with weaker year to date share price performance and a 14.8% decline in the 1 year total shareholder return. This suggests that momentum has faded after...

The Walt Disney Company ( NYSE:DIS ) announced strong profits, but the stock was stagnant. We did some digging, and we...

If you are wondering whether International Flavors & Fragrances is offering fair value right now, you are not alone. A closer look at its valuation can help frame your next move. The stock last closed at US$76.76, with recent returns of 9.1% over 7 days, 11.1% over 30 days, 12.8% year to date, but a 7.8% decline over 1 year, a 13.2% decline over 3 years and a 35.9% decline over 5 years. These mixed returns leave many investors looking to recent company updates and sector news to understand...

In recent months, IonQ has reported very large year-over-year revenue growth, pursued multi-billion-dollar acquisitions to build a vertically integrated quantum platform, and faced critical short-seller reports questioning its government-heavy revenue mix and aggressive expansion. Amid this tension between rapid expansion and concerns over cash burn and dilution, IonQ’s attempt to consolidate quantum hardware, networking, sensing, and security into one stack has become a central point of...

Cytokinetics recently announced recipients of its eighth annual Communications Grant Program, awarding two grants to hypertrophic cardiomyopathy patient advocacy groups to expand education and awareness, alongside confirming that MYQORZO (aficamten) is approved for symptomatic obstructive HCM and under marketing review in the European Union. This combination of regulatory progress for MYQORZO and direct support for HCM community outreach highlights how the company is tying its commercial...

What Harmony Biosciences’ Recent Performance Tells Investors Harmony Biosciences Holdings (HRMY) has seen mixed share performance recently, with a modest gain over the past 3 months and a small decline over the past month, prompting investors to reassess the stock. See our latest analysis for Harmony Biosciences Holdings. At a share price of $37.93, Harmony Biosciences’ 90 day share price return of 13.09% contrasts with a 3 year total shareholder return decline of 19.37%, suggesting recent...

Trip.com Group (TCOM) is under investigation by China’s market regulator for potential antitrust violations, a development that has drawn securities class action interest and brought sharp focus to the stock’s recent performance. See our latest analysis for Trip.com Group. The regulatory probe and class action interest have coincided with a 24.0% 1 month share price decline and a weaker year to date share price return of 22.8%, even though the 3 year total shareholder return of 52.9%...

First Financial Bankshares (NasdaqGS:FFIN) has appointed David Bailey as Chief Executive Officer and President. Long-time leader F. Scott Dueser is transitioning to the role of Executive Chairman after many years in top executive positions. The leadership changes mark a new chapter for the company while keeping both executives in key roles. First Financial Bankshares, a regional banking group, sits in a sector that continues to see pressure around funding costs, loan growth, and regulation...

Lockheed Martin (LMT) is in focus after agreeing to quadruple annual THAAD interceptor production to 400 units, beginning work on a new Munitions Acceleration Center, and supporting the recent launch of its ninth GPS III satellite. See our latest analysis for Lockheed Martin. The recent THAAD framework agreement, GPS III launch and confirmed 2026 guidance have coincided with a 15.96% 1 month share price return and a 26.65% year to date share price return. The 1 year total shareholder return...

If you are wondering whether NuScale Power's share price matches what the business might be worth, you are not alone. This article will walk through how its current valuation stacks up against several common yardsticks. The stock last closed at US$16.74, with returns of a 6.4% decline over 7 days, an 18.4% decline over 30 days, a 2.6% gain year to date, and a 35.3% decline over 1 year, while the 3 year and 5 year returns sit at 60.0% and 48.1% respectively. Recent coverage around NuScale...

Morgan Stanley recently issued a research report highlighting a strong recovery in China's tourism sector, underpinned by robust domestic demand and supportive government policies, and identified Atour Lifestyle Holdings as one of the key hotel operators positioned to benefit from this trend. This endorsement places Atour at the center of the anticipated expansion in tourism-related consumption, underscoring how its hotel-focused lifestyle brands could capture increased travel spending...

The Estée Lauder Companies Inc. recently reported past second-quarter fiscal 2026 results showing higher sales of US$4,229 million and a return to profitability, reaffirmed a quarterly dividend of US$0.35 per share payable in March 2026, and issued updated full-year guidance for modest reported sales growth and earnings. At the same time, Estée Lauder’s lawsuit accusing Walmart of selling counterfeit versions of several prestige brands underscores how brand protection and channel control...

Cboe Global Markets, Inc. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,204 million for the quarter and US$4.71 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these record figures, Cboe outlined a refocused global footprint, including winding down its European derivatives platform and pursuing divestitures in Canada and Australia. Next, we’ll examine how these record earnings and portfolio...

In early February 2026, Jacobs reported first-quarter 2026 results showing sales of US$3,293.28 million and net income of US$125.51 million, while also securing roles on major U.S. infrastructure and defense programs, including the Missile Defense Agency’s SHIELD contract and the Bolivar Roads Gate coastal protection project. These wins highlight Jacobs’ expanding footprint in high-complexity national security, coastal resilience, and rail mobility projects, reinforcing its position at the...

NETSTREIT Corp. has reported full-year 2025 results, with revenue rising to US$195.01 million and net income improving to US$6.9 million, alongside fourth-quarter funds from operations of US$0.33 per share that matched analyst expectations. The board also approved a higher quarterly dividend of US$0.22 per share for the first quarter of 2026, lifting the annualized payout to US$0.88 and underscoring management’s focus on returning cash to shareholders following the move from a loss to a...