U.S. Software Stock News

M&T Bank (MTB) has quietly outpaced the broader regional bank group over the past month, climbing about 5% while still sitting roughly 5% below where it traded a year ago. See our latest analysis for M&T Bank. At around $195.11 per share, M&T’s recent 1 month share price return of roughly 5% hints that sentiment is improving again, even though its 1 year total shareholder return is still slightly negative while the 5 year total shareholder return remains solid. If this kind of steady banking...

Confluent (CFLT) just delivered an upbeat third quarter, with revenue climbing around 19% and subscriptions accelerating across Confluent Cloud and Platform. This prompted management to lift full year guidance and lean harder into AI driven data streaming. See our latest analysis for Confluent. Despite the upbeat quarter, Confluent’s share price return over the past year is still negative. The 90 day share price return of 14.33% suggests momentum is tentatively rebuilding as investors...

In late November 2025, Iterum Therapeutics announced that its oral antibiotic ORLYNVAH became available through McKesson’s specialty distribution channel, enabling certain physicians to order the drug directly in line with their practice preferences. This addition highlights how McKesson’s growing specialty distribution capabilities complement its broader shift toward higher-growth areas like oncology, specialty drugs, and tech-enabled services, which underpin its repeatedly raised fiscal...

The Paranovus Entertainment Technology Ltd. ( NASDAQ:PAVS ) share price has fared very poorly over the last month...

Autodesk reported past third-quarter fiscal 2026 results with revenue of US$1,853 million and net income of US$343 million, alongside higher GAAP EPS, and also completed a multi-year buyback totaling about 8.02 million shares for US$2.19 billion under its 2022 authorization. The company raised its full-year fiscal 2026 guidance, now expecting revenue of US$7,150 million to US$7,165 million and GAAP EPS of US$5.16 to US$5.33, underscoring management’s confidence in ongoing business...

United Natural Foods (UNFI) just delivered one of those quarters that makes investors sit up, topping earnings expectations even as sales dipped slightly, and doubling down on its full year turnaround plan. See our latest analysis for United Natural Foods. That backdrop helps explain why, even after a recent pullback with a 1 month share price return of negative 11.31 percent and a 7 day share price return of negative 8.58 percent, United Natural Foods still shows rebuilding momentum. The 90...

Nuvation Bio recently reported encouraging Phase 2 trial results for safusidenib in IDH1-mutant grade 2 gliomas, achieving its primary endpoint with a 44.4 percent objective response rate and a manageable safety profile. These data, which suggest safusidenib may help delay chemoradiation and preserve quality of life, have drawn increased attention from both management and analysts to Nuvation Bio’s emerging oncology pipeline. We’ll now examine how the promising safusidenib Phase 2 results...

In recent weeks, Grocery Outlet Holding Corp. reported softer November sales, citing an 8.2% decline in Electronic Benefits Transfer purchases and a 0.5% drop in non-EBT transactions during the U.S. government shutdown, and lowered its 2025 outlook to flat comparable store sales with earnings per share at the low end of prior guidance. The company is responding by accelerating store refresh efforts and emphasizing its value-focused, independently operated model, aiming to stabilize demand...

Driven Brands Holdings (DRVN) has quietly lagged the market this year, but that disconnect between its share price and underlying business trends is exactly what makes the stock interesting for patient investors today. See our latest analysis for Driven Brands Holdings. At a latest share price of $15.00, Driven Brands has seen a 1 month share price return of 8.3 percent after a tough 3 month spell. Its 3 year total shareholder return of negative 49.1 percent shows how far sentiment has swung,...

Market context and recent performance Somnigroup International (SGI) has quietly rewarded patient investors, with the stock up about 68% over the past year and roughly 192% in the past 3 years, far outpacing broader consumer durables peers. See our latest analysis for Somnigroup International. With the share price now at $91.87 and a strong year to date share price return alongside a powerful multi year total shareholder return, momentum still looks firmly on Somnigroup International’s side...

Core Scientific (CORZ) just caught fresh attention after VR Advisory Services scooped up more than 1.2 million shares, underscoring growing institutional interest in its pivot toward higher margin, AI focused data center services. See our latest analysis for Core Scientific. The stock has been choppy, with a recent 1 month share price return of minus 15.3 percent after a strong 3 month share price return of 22.8 percent. Today’s 17.11 dollar share price still reflects building momentum as...

Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...

Shareholders of Salesforce, Inc. ( NYSE:CRM ) will be pleased this week, given that the stock price is up 13% to US$261...

Some ON Semiconductor Corporation ( NASDAQ:ON ) shareholders may be a little concerned to see that the Executive VP...

Smith & Wesson Brands, Inc. ( NASDAQ:SWBI ) shareholders have had their patience rewarded with a 27% share price jump...

Chubb Limited ( NYSE:CB ) is about to trade ex-dividend in the next four days. The ex-dividend date is one business day...

In the past quarter, W.W. Grainger reported adjusted EPS of US$10.21, surpassing Wall Street expectations on the back of firm pricing and tight cost control, while reaffirming full-year guidance for adjusted EPS of US$39–US$39.75 and revenue of US$17.80–US$18.00 billion. This combination of an earnings beat and unchanged guidance, despite ongoing macroeconomic headwinds, highlights management’s confidence in the company’s operational resilience and pricing discipline. Next, we’ll examine how...

Despite an already strong run, Fortrea Holdings Inc. ( NASDAQ:FTRE ) shares have been powering on, with a gain of 27...

The New York Times recently filed a lawsuit against the US Department of Defense and Defense Secretary Pete Hegseth, arguing that new Pentagon rules restricting press access and source-based reporting violate journalists’ constitutional rights and chill independent coverage. This legal clash highlights how government-imposed limits on newsgathering could influence not only press freedom, but also the long-term operating environment for subscription-based news businesses like the Times. We’ll...

On December 2, 2025, FB Financial’s subsidiary FirstBank became a member of the Federal Reserve System, with the Federal Reserve replacing the FDIC as its primary federal regulator while FDIC deposit insurance remains unchanged. This shift in oversight reshapes FirstBank’s regulatory framework, an important consideration for how investors think about its risk profile, governance and long-term banking operations. We’ll now examine how FirstBank’s move under Federal Reserve supervision could...

John Wiley & Sons (WLY) just delivered a mixed but interesting quarter, with earnings beating expectations even as revenue slipped, thanks to strong Research growth, rising AI licensing, and ongoing weakness in its Learning business. See our latest analysis for John Wiley & Sons. The latest earnings beat and upbeat AI commentary have not yet swayed investors. The share price is down roughly 25% year to date, and the 1 year total shareholder return is also firmly negative. This suggests...

In early December 2025, Build-A-Bear Workshop and Sanrio announced plans to expand their Build-A-Bear x Hello Kitty and Friends Workshop concept nationwide, adding new locations at American Dream in New Jersey and Mall of America in Minnesota in early 2026, while also updating investors on completed share repurchases and reaffirming 2025 earnings guidance. The decision to roll out this experience to two of the highest-traffic retail destinations in the United States highlights how...

In recent days, Fiverr International has attracted increased attention after analysts collectively raised their earnings estimates and assigned the company a top-tier rating based on revised profit expectations. This shift in analyst sentiment highlights how rising confidence in Fiverr’s earnings power, rather than new product announcements, is shaping market interest. We’ll now examine how this wave of upward earnings revisions may reshape Fiverr’s investment narrative and expectations...

The board of Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend on the 31st of...