U.S. Software Stock News

LPL Financial Holdings has appointed Matthew Morningstar as group managing director and chief legal officer, adding him to the Management Committee to lead its Legal, Policy and Community Impact teams after senior legal roles at both LPL and MetLife. This leadership change comes as LPL marks the 15th anniversary of its IPO, underscoring how expanded legal and policy capabilities align with its growth to more than US$2.30 billion in client assets and a much larger advisor base. We’ll now...

In November 2025, Blue Bird Corporation reported past fourth-quarter sales of US$409.37 million and net income of US$36.5 million, with both revenue and earnings rising versus the prior year, and reaffirmed its fiscal 2026 net revenue guidance at about US$1.5 billion. The combination of stronger-than-prior-year margins, continued growth in full-year earnings per share, and insider share purchases has reinforced confidence in Blue Bird’s operational progress and earnings outlook. We’ll now...

The latest spark around GameStop (GME) is not a new filing or headline deal. Instead, it is a resurfaced 2019 email exchange between Michael Burry and Keith Gill that revived the buyback debate. See our latest analysis for GameStop. Those resurfaced emails, plus quirky promotions like Trade Anything Day and speculation about how GameStop might use its cash pile, have helped spark a short term sentiment shift, even though the share price return year to date is still firmly negative and the...

Edwards Lifesciences (EW) used its latest Investor Day to double down on its growth story, pairing an upbeat 2025 revenue outlook with fresh 2026 earnings guidance that underscores confidence in its pipeline. See our latest analysis for Edwards Lifesciences. That optimism has been filtering into the market. The latest $86.19 share price comes after a 30 day share price return of 4.04% and a year to date share price return of 18.74%. The 1 year total shareholder return of 20.49% suggests...

DiDi Global (OTCPK:DIDI.Y) just kicked off a 24/7 fully unmanned Robotaxi trial in Guangzhou, putting real, driverless rides in front of everyday users and giving investors a clearer glimpse of its autonomous future. See our latest analysis for DiDi Global. The market seems to be weighing that growth story against risk, with a 1 day share price return of minus 3.9 percent but a year to date share price gain of 11.7 percent and a solid 3 year total shareholder return of nearly 40 percent. This...

NIO Inc. recently reported that it delivered 36,275 vehicles in November 2025, a 76.3% year-over-year increase across its NIO, ONVO, and FIREFLY brands, bringing cumulative deliveries to 949,457 as of the end of that month. Alongside this delivery surge, NIO has been accelerating international expansion and infrastructure partnerships, while simultaneously contending with reduced Chinese EV subsidies and more cautious analyst commentary on future demand. We’ll now examine how November’s...

Flex LNG has confirmed that Marius Foss, previously Interim CEO and Chief Commercial Officer, has been appointed permanent CEO of Flex LNG Management AS, reinforcing leadership stability as the company targets US$340 million in 2025 revenue and continues to build its contract backlog. This leadership decision highlights the board’s reliance on Foss’s 35-plus years of shipping experience to align FLEX LNG’s efficient, modern fleet with expanding LNG transportation demand and cost-focused...

In December 2025, NCR Atleos announced that Knoxville TVA Employees Credit Union, a US$5.00 billion-asset institution, will offer its members nationwide cash deposit access through the Allpoint Network, including 3,500 enabled ATMs and 26 branded deposit locations across Tennessee. This move makes Knoxville TVA Employees Credit Union the first in Tennessee to offer Allpoint cash deposits and NCR Atleos the first non-bank ATM operator in the state to accept deposits, underscoring how...

Ares Management (ARES) just pulled its far flung logistics warehouses and development projects into one unified platform called Marq Logistics, a 600 million square foot footprint that could subtly reshape how investors think about this stock. See our latest analysis for Ares Management. All of this comes against a backdrop where the latest $165.46 share price sits alongside a 1 month share price return of almost 8% after a softer 90 day patch. At the same time, the 3 year total shareholder...

Earlier this week, MSC Industrial Direct reported third-quarter revenue of US$978.2 million, topping expectations but revealing slower growth than other maintenance and repair distributors, prompting concerns about how softer demand and intense competition could affect its profit margins. The key issue for investors is not the revenue beat itself, but whether MSC Industrial Direct can defend profitability while lagging peers on growth. Next, we’ll examine how worries about slower growth and...

Tenet Healthcare (THC) has quietly rerated this year, with shares up about 68% year to date despite a flat past month. This performance is putting fresh attention on whether the current valuation still leaves upside. See our latest analysis for Tenet Healthcare. The recent pause in Tenet Healthcare’s share price comes after a powerful run, with a roughly 68% year to date share price return and very strong multi year total shareholder returns. This suggests momentum is still broadly intact...

Earlier this week, CRA International reported that Chairman Paul A. Maleh filed a Form 144 on December 3, 2025, to sell 7,500 restricted shares under a prearranged 10b5-1 trading plan. At the same time, CRA International’s earnings outlook has been revised higher and the firm is outperforming the broader Business Services sector, highlighting growing investor attention to its consulting franchise. We’ll now examine how the stronger earnings outlook and sector outperformance influence CRA...

In the past quarter, Qiagen reported third-quarter 2025 adjusted earnings of US$0.61 per share, up 7% year over year, with revenue rising 6% and both metrics surpassing analyst estimates, while reiterating guidance for 2025 net sales growth of 4–5% and adjusted EPS of about US$2.38 at constant exchange rates. Beyond the headline beat, the combination of higher earnings, solid revenue growth and maintained full-year guidance suggests resilient demand across Qiagen’s key diagnostics and life...

Earlier in December, Alumis Inc director Srinivas Akkaraju bought roughly US$2,000,000 of common stock across three transactions, increasing his indirect holdings via Samsara Opportunity Fund and Samsara BioCapital, L.P. This cluster of insider purchases adds a fresh data point for investors watching how management’s own capital aligns with Alumis’s long-term outlook. With insider buying by a key director in focus, we’ll explore how this activity shapes Alumis’s investment narrative for...

Instacart announced a partnership in early December 2025 with The Home Depot Canada to provide same-day delivery in as fast as an hour from over 175 stores nationwide, including heavy items up to 60 pounds, with in-store pricing via the Instacart app. This collaboration makes The Home Depot Canada the first home improvement retailer with nationwide coverage on Instacart in the country, expanding its reach just as customers prepared for holiday gatherings, seasonal projects, and year-end...

EVgo (EVGO) has quietly stayed on investors’ radar as shares slipped about 10% over the past month and roughly 46% in the past year, despite solid double digit annual revenue and net income growth. See our latest analysis for EVgo. At around $3.41, EVgo’s 7 day share price return of 5.25% offers a brief bounce against a year to date share price return of negative 18.62% and a 1 year total shareholder return of negative 46.47%. This suggests fading momentum as investors reassess the pace and...

The FDA’s green light for Axogen (AXGN) AVANCE biologics license is a genuine milestone, shifting the flagship nerve graft into a full biologic framework and sharpening the stock’s long term risk reward profile. See our latest analysis for Axogen. The FDA decision has arrived on the back of powerful momentum, with Axogen’s share price up sharply in recent months and a triple digit year to date share price return contributing to an even stronger multi year total shareholder return. This...

Blackstone, the alternative asset giant, grabbed attention after buying San Francisco's Four Seasons Hotel and rolling out a new retirement savings unit, a one-two move that pushed the stock up about 3%. See our latest analysis for Blackstone. Those moves land in the middle of a tricky year for Blackstone, with the latest $152.15 share price sitting against a negative year to date share price return but still backed by a powerful three year total shareholder return above 100 percent. This...

Pebblebrook Hotel Trust (PEB) has had a choppy run lately, with the stock down over the past year but edging higher in the past month. This has prompted investors to reassess its recovery story. See our latest analysis for Pebblebrook Hotel Trust. With the share price now at $10.78, Pebblebrook’s recent 1 month share price return of 4.76% contrasts with a weak year to date share price return of 18.76%. This suggests momentum is only cautiously rebuilding after a deeper reset in total...

Recently, investors highlighted that Kirby Corporation’s inland marine transportation business has come under pressure as softened barge utilization and weaker demand from energy, chemical, and industrial customers weigh on volumes and pricing. An interesting takeaway is that, despite these cyclical headwinds and lower earnings expectations, some institutional investors still view Kirby’s constrained industry capacity as a longer-term advantage. We’ll now examine how softer inland barge...

Immatics N.V. recently announced a follow-on equity offering, issuing 12,500,000 ordinary shares at US$10.00 each to raise about US$125,000,000 in gross proceeds, with the deal expected to close on December 8, 2025, subject to customary conditions. The involvement of Jefferies, Leerink Partners, and Cantor as joint book-running managers highlights the scale of the financing and the company’s access to capital markets. We’ll now examine how this sizeable capital raise, and the associated...

In recent days, Acadia Healthcare cut its 2025 earnings guidance after a third‑party review identified sharply higher patient‑related litigation and insurance costs, prompting a sizable increase in professional and general liability reserves. The company also flagged Medicaid volume and bad debt challenges alongside the abrupt resignation of its COO, adding operational and leadership uncertainty to its legal and financial pressures. Next, we’ll examine how these sharply higher litigation...

CBL & Associates Properties (CBL) just picked up a fresh Buy rating, along with a new 25 million dollar share repurchase plan, a combination that puts management confidence and investor interest under the spotlight. See our latest analysis for CBL & Associates Properties. The upbeat Buy rating and new repurchase plan arrive as momentum is already improving. A 1 month share price return of 16.23 percent and a 1 year total shareholder return of 23.86 percent suggest sentiment is steadily...

Cabot recently reported that its Q4 fiscal 2025 earnings and sales declined from a year earlier and fell short of analyst estimates, reflecting softer demand conditions. The company also signaled that fiscal 2026 may remain challenging for its Reinforcement Materials business, even as it expects profit growth in Performance Chemicals led by Battery Materials and other growth areas. We’ll now examine how weaker Reinforcement Materials trends but improving Performance Chemicals prospects shape...