U.S. Software Stock News

Trending interest in Palo Alto Networks (PANW) has intensified after fresh AI automation releases from Anthropic and OpenAI fed the “AI replacement” narrative, pressuring tech and cybersecurity stocks and raising questions about software revenue durability. See our latest analysis for Palo Alto Networks. Those AI driven worries have come on top of existing concerns around valuation and acquisition risk, with the share price at US$159.32 after a 17.8% 30 day share price decline and a 24.9% 90...

Howard Hughes Holdings Inc. recently completed a US$1.00 billion private placement of senior unsecured notes due 2032 and 2034, using the proceeds to redeem US$750.00 million of 5.375% notes maturing in 2028 and for general corporate purposes. This refinancing, combined with an S&P Global Ratings upgrade to B+, highlights how the company is reshaping its balance sheet and credit profile around longer-dated debt. We’ll now examine how the extension of debt maturities and the S&P upgrade...

Monarch Casino & Resort stock overview Monarch Casino & Resort (MCRI) has drawn investor attention after recent share price moves, with the stock last closing at $98.87 alongside solid trailing returns across the past year and the past 3 months. See our latest analysis for Monarch Casino & Resort. The recent 3.54% 1 day share price return and 8.02% 7 day share price return build on steadier gains over the past quarter. Over a 1 year period the total shareholder return is 16.58%, alongside a 5...

In early February 2026, IREN Limited reported Q2 FY2026 results showing revenue of US$184.69 million and a net loss of US$155.41 million, as it continued shifting capacity away from Bitcoin mining and toward AI cloud infrastructure tied to a US$9.70 billion Microsoft contract. Despite securing US$3.60 billion of GPU financing at under 6% interest and US$1.90 billion in Microsoft prepayments, investors focused on the absence of new AI deals and the funding gap for ambitious data center and...

In its fourth-quarter 2025 investor letter, Baron Health Care Fund disclosed that it had added Repligen Corporation as a new portfolio holding, citing the company’s strong bioprocessing technology franchise and potential to grow recurring consumable revenues. The fund also highlighted Repligen’s use of AI for real-time drug production monitoring and its opportunity to benefit from pharmaceutical reshoring, framing these as key drivers of its long-term business opportunity. We’ll now examine...

Trinity Capital (TRIN) is back in focus after issuing preliminary fourth quarter 2025 guidance, indicating net investment income of $0.51 to $0.53 per share and reporting that approximately 0.7% of its debt investments are on non-accrual. See our latest analysis for Trinity Capital. The preliminary guidance and low 0.7% non accrual level come as Trinity Capital’s share price sits at US$16.19, with a 30 day share price return of 5.47% and a 90 day gain of 10.89%. The 1 year total shareholder...

Nucor (NUE) is back in focus after reporting fourth quarter 2025 results showing higher sales and net income than a year earlier, along with guidance calling for first quarter earnings growth across all segments. See our latest analysis for Nucor. The earnings update comes after a strong run in Nucor’s share price, with a 30 day share price return of 17.01% and a 90 day share price return of 33.63%. The 1 year total shareholder return of 50.46% points to momentum that has been building rather...

Blue Heron launch puts Credo’s AI connectivity story in focus Credo Technology Group Holding (CRDO) has introduced its Blue Heron 224G AI scale-up retimer, a multiprotocol chip built on a 3nm process to support demanding connectivity requirements inside AI data centers. The product is designed to recover 40+dB 224G links across extended cable and backplane distances using UALink, ESUN and Ethernet, giving data center operators more flexibility in how they place GPUs and switch chips. See our...

Virtus Investment Partners (VRTS) has wrapped up FY 2025 with Q4 revenue of US$208.0 million and basic EPS of US$5.25, alongside trailing 12 month revenue of US$852.9 million and EPS of US$20.27, setting a clear marker for its recent performance. Over the past year, the company has seen revenue shift from US$906.9 million to US$852.9 million on a trailing basis. At the same time, trailing 12 month net income moved from US$121.7 million to US$138.4 million, reflecting the mix of pressure and...

In early February 2026, Snap Inc. reported fourth-quarter 2025 results showing revenue of US$1,716.46 million and net income of US$45.21 million, alongside a Board-approved US$500 million Class A share repurchase program funded from existing cash. The company highlighted rapid growth in its Snapchat+ subscription base, progress toward higher margins, and plans to launch AR Specs through a dedicated hardware subsidiary while continuing to invest in AI-driven advertising. We’ll now examine how...

Molina Healthcare (NYSE:MOH) reported a large quarterly loss, citing sustained margin pressures and retroactive premium adjustments tied to its California Medicaid business. The company recorded a US$93 million impairment to intangible assets, pointing to financial strain in parts of its portfolio. Molina issued weak guidance for 2026 and significantly revised its credit agreement, including a temporary relaxation of its interest coverage covenant. Molina Healthcare focuses on government...

In early February 2026, reports indicated that JPMorgan Chase significantly increased bonus pools for bankers and traders after a strong year in dealmaking and market activity, with some top performers receiving raises of over 20%. The decision highlights how robust investment banking and trading revenues are feeding directly into compensation, raising questions about future cost discipline and profitability trade-offs as the firm leans more on performance-based pay. With JPMorgan Chase...

If you are wondering whether Valaris is still good value after its recent run, the starting point is understanding how the current share price lines up against a few different valuation yardsticks. The stock last closed at US$62.41, with returns of 8.1% over the past week, 21.5% over the past month, 19.7% year to date and 36.1% over the past year, while the 3 year return sits at a 20.7% decline. Recent trading activity has kept Valaris on the radar of investors who follow offshore drilling...

In late January 2026, ServiceNow reported fourth-quarter and full-year 2025 results showing higher revenue and earnings, raised its 2026 subscription revenue outlook, expanded its equity buyback authorization to US$9.50 billion, and announced deeper AI collaborations and large enterprise wins with partners including Anthropic, Panasonic Avionics, and Fiserv. An important twist is that ServiceNow highlighted rapid AI adoption across its platform, such as Now Assist and Claude-powered Build...

Northern Trust recently reported strong fourth-quarter 2025 results, with higher pre-tax pre-provision income, lower provisions, and revenue above market forecasts, and raised its medium-term pre-tax margin and return-on-equity targets to reflect greater confidence in its profitability profile. At the same time, the firm highlighted momentum in fee-based businesses and effective expense management, reinforcing how its operating model can support improved efficiency and returns over...

NGL Energy Partners LP recently reported its third-quarter and nine-month results to December 31, 2025, showing higher net income despite lower revenue and highlighting record performance in its Water Solutions segment. A separate announcement from Natura Resources LLC revealed a collaboration with NGL to pair molten-salt nuclear reactor technology with produced water treatment and desalination, underscoring NGL’s push to turn produced water into a long-term infrastructure business. We’ll...

Southern Copper Corporation recently reported fourth-quarter 2025 sales of US$3,869.8 million and net income of US$1,307.9 million, alongside a higher full-year profit, and announced a quarterly cash dividend of US$1 per share plus a stock dividend of 0.0085 shares per share. The combination of stronger year-over-year earnings and an enhanced mix of cash and stock dividends signals management’s confidence in returning more capital to shareholders. With this backdrop of robust earnings growth...

Costco Wholesale (COST) just reported January net sales of US$21.33b, up 9.3% year on year, alongside 7.1% comparable sales growth and strong digital gains, giving investors fresh insight into the membership driven warehouse model. See our latest analysis for Costco Wholesale. The strong January sales update has arrived alongside a sharp rebound in Costco Wholesale’s share price, with a 30 day share price return of 13.44% and a year to date share price return of 17.16% helping reverse last...

Why Madrigal Pharmaceuticals Is On Investors’ Radar Madrigal Pharmaceuticals (MDGL) has drawn attention after a recent move in its share price, with the stock up 3.1% over the past day but showing weaker returns over the past month. See our latest analysis for Madrigal Pharmaceuticals. The 3.1% one-day share price gain comes after weaker recent momentum, with a 30-day share price return of a 14.9% decline and a year-to-date share price return of a 19.6% decline. However, the 1-year total...

If you are wondering whether Chesapeake Utilities at around US$129.87 is offering fair value or if you might be paying up for reliability, this article is designed to help you assess that question clearly. The stock has returned 0.9% over the last 7 days, 7.4% over 30 days, 4.5% year to date, 7.4% over 1 year and 40.2% over 5 years, which may have some investors rethinking both its growth potential and its risk profile. Recent coverage of Chesapeake Utilities has focused on its role as a...

Annual results put First Merchants in focus First Merchants (FRME) has captured investor attention after reporting full year 2025 earnings, with higher net interest income and net income, alongside a quarter that included increased net charge offs. See our latest analysis for First Merchants. That annual report appears to have caught the market’s eye, with the share price at US$42.34 and a 90 day share price return of 17.55% alongside a 5 year total shareholder return of 21%. This suggests...

AbbVie has submitted regulatory applications to the FDA and EMA for Rinvoq as a potential systemic treatment for non segmental vitiligo. The filings target a condition where there are currently no approved systemic therapies, highlighting a major unmet medical need. The move could broaden the use of one of AbbVie's key immunology assets beyond its existing indications. For investors following AbbVie, NYSE:ABBV, this update comes with the stock recently closing at $223.43. The company has...

Palomar Holdings (NasdaqGS:PLMR) has completed its acquisition of The Gray Casualty & Surety Company. The company has also secured $450 million in new unsecured financing. The transaction expands Palomar's surety franchise and broadens its geographic footprint. The new financing is intended to support Palomar's operational scale and financial flexibility. Palomar Holdings focuses on specialty insurance, and adding The Gray Casualty & Surety Company gives it a larger presence in the surety...

What Chart Industries’ recent performance data tells you Chart Industries (GTLS) has drawn investor attention after recent share performance data highlighted mixed short term moves alongside stronger multi year returns, prompting closer scrutiny of how current fundamentals line up with the price. See our latest analysis for Chart Industries. At a share price of $207.45, Chart Industries has seen only modest recent share price moves. A 1 year total shareholder return of 5.59% and a 3 year...