U.S. Software Stock News

In recent days, Duolingo reported strong third-quarter 2025 results, including a 41% rise in revenue, daily active users above 50 million, and paid subscribers growing to 11.5 million, even as guidance pointed to slower fourth-quarter growth and weaker near-term profitability. At the same time, Duolingo’s rapid rollout of AI-powered features, expansion into new subjects like math, music, and chess, and insider share purchases by its CEO have reinforced confidence in its longer-term potential...

Unfortunately for some shareholders, the Nutanix, Inc. ( NASDAQ:NTNX ) share price has dived 35% in the last thirty...

Vertical Aerospace recently announced a partnership with Skyports Infrastructure and Bristow Group to launch what is planned to be the UK's first electric air-taxi routes, connecting Canary Wharf with major hubs such as Heathrow, Gatwick, Cambridge, and Oxford from the first quarter of 2029, using eVTOL aircraft and dedicated vertiport infrastructure. A key aspect of this collaboration is Bristow's role as the operator, bringing its UK Air Operator Certificates and global flight operations...

Interface (TILE) has quietly outperformed the broader market this year, and that kind of steady climb often signals investors are starting to appreciate its mix of flooring brands and improving earnings power. See our latest analysis for Interface. Despite a softer patch recently, with the latest share price at $27.19 after a modest 1-month share price return, the real story is Interface’s powerful multi year total shareholder returns. These point to momentum that is easing rather than...

Gentherm (THRM) has quietly drifted lower this year, leaving the stock down about 8% year to date and roughly 17% over the past year, even as earnings have grown. See our latest analysis for Gentherm. That slide reflects fading momentum more than a broken story, with a modestly negative 90 day share price return and a three year total shareholder return that has been deeply underwater as investors reassess execution risk versus Gentherm's growth potential. If Gentherm's recent drift has you...

Varonis Systems (VRNS) is back on radar after rolling out fresh integrations with Microsoft Purview and AWS Security Hub, tightening its grip on data security just as AI driven workloads raise new risk questions. See our latest analysis for Varonis Systems. Those Purview and AWS Security Hub integrations land at a tricky moment for investors. The latest 1 day share price return of 2.98 percent to 32.47 dollars comes after a steep 90 day share price return decline of 43.22 percent and a 1 year...

ServiceTitan (TTAN) just delivered another upside surprise, topping Wall Street on both revenue and earnings, then backing it up with higher full year guidance that signals management sees this momentum as durable, not accidental. See our latest analysis for ServiceTitan. The market has started to notice, with a 7 day share price return of 16.8 percent and a 30 day share price return of 14.7 percent. However, the 90 day share price return is still negative, suggesting momentum is rebuilding...

Wondering if QuidelOrtho at around $27 a share is a beaten down opportunity or a value trap? You are not alone. This stock has been on a wild ride and now looks cheap enough to raise eyebrows. In the very short term the market has cooled slightly, with a 0.3% dip over the last week. That comes after a sharp 39.1% jump over the past month, even though the stock is still down 39.1% year to date and 33.9% over the last year. Those swings are happening against a backdrop of ongoing integration...

The Digi International Inc. ( NASDAQ:DGII ) share price has done very well over the last month, posting an excellent...

Terreno Realty Corporation recently announced an early lease renewal for 107,000 square feet in Washington, D.C. with the United States Secret Service, running from February 13, 2026 to February 2029, alongside new industrial development and acquisition projects in Florida and Maryland. This combination of a high-profile federal tenant commitment and ongoing industrial expansion in key coastal markets underscores the company’s focus on long-term, income-oriented assets. Next, we will explore...

Capital Southwest Corporation recently announced it had promoted Grant Eason, a 15-year credit underwriting veteran with nearly seven years at the firm, to Managing Director, highlighting continuity in its middle-market lending leadership. This leadership expansion coincides with revenue growth, a strong earnings outlook, ongoing insider share purchases, and affirmed plus special dividends that collectively reinforce investor focus on Capital Southwest’s execution and capital return...

Rogers (ROG) is back on investors’ radar after a stretch of weakening fundamentals, with customers delaying orders, revenue sliding about 7% a year, and profitability metrics trending the wrong way. See our latest analysis for Rogers. Even with fundamentals under pressure, Rogers' latest share price of $87.39 and a roughly 4% 3 month share price return suggest sentiment has stabilized a bit. However, the roughly 18% 1 year total shareholder return loss shows long term momentum is still...

Globant (NYSE:GLOB) just released its Tech Trends 2026 report, laying out five big forces it thinks will steer enterprise AI. For investors, this is less about buzz and more about strategy signaling. See our latest analysis for Globant. The report lands after a tough stretch, with Globant’s share price down sharply on a one year total shareholder return basis. However, the recent 3 month share price return suggests some momentum is creeping back in as investors reassess its AI positioning. If...

ESAB Corporation has declared a quarterly cash dividend of US$0.10 per share payable on 16 January 2026, while also expanding its Board by appointing AI-focused academic Dr. Sébastien Martin and confirming the planned retirement of director Patrick Allender after the 2026 annual meeting. Alongside these governance moves, ESAB’s redesign of its VacPac welding electrode packaging to incorporate at least 30% recycled content underscores a push toward more sustainable, efficiency-oriented...

Full Truck Alliance (YMM) just posted its Q3 earnings, delivering roughly 11% revenue growth and sharp gains in core transaction services, while also buying a majority stake in Giga.AI to deepen its logistics focused AI stack. See our latest analysis for Full Truck Alliance. The Q3 beat and Giga.AI deal land at an interesting moment, with the share price at $11.47 after a weak 3 month share price return but a much stronger 3 year total shareholder return, suggesting the long term story is...

As the United States market remains mixed ahead of a highly anticipated Federal Reserve decision on interest rates, investors are keenly observing how these shifts might impact stock valuations. In this environment, identifying stocks that may be priced below their intrinsic value can offer opportunities for those looking to capitalize on potential market inefficiencies.

Major stock indexes in the United States are currently exhibiting mixed performance as investors await the Federal Reserve's decision on interest rates, which could significantly impact market dynamics. In this context, penny stocks—an older term for shares of smaller or less-established companies—remain a relevant area for exploration. By focusing on those with strong financials and potential growth trajectories, investors can uncover opportunities that might offer both stability and upside...

As the Federal Reserve's anticipated rate cut looms, the U.S. stock market presents a mixed picture with major indices showing varied performances. Amidst this backdrop, small-cap stocks have gained attention for their potential to outperform in a declining interest-rate environment, offering investors opportunities to uncover lesser-known companies poised for growth. In such conditions, identifying stocks with strong fundamentals and resilience becomes crucial for those seeking undiscovered...

As the U.S. market navigates mixed signals ahead of a crucial Federal Reserve decision on interest rates, investors are keenly observing how these changes might impact their portfolios. In such an environment, dividend stocks can offer a stable income stream and potential for growth, making them a valuable consideration for those looking to enhance their investment strategy amidst fluctuating economic conditions.

Yext (YEXT) has just posted its Q3 2026 numbers, with revenue of about $112 million and basic EPS of roughly $0.05 as the company continues to build on the profitability it achieved over the last year. The company has seen quarterly revenue hover around the low $100 million mark over recent periods, from $113.1 million in Q4 2025 to $109.5 million in Q1 2026 and $113.1 million in Q2 2026. EPS has swung from a loss of about $0.06 in Q4 2025 to positive $0.22 in Q2 2026 and stayed in the black...

In recent days, Applied Optoelectronics reported a challenging quarter but highlighted rapid growth in its data center business and plans to fund capacity expansion through equity rather than new debt. Management also indicated that its 800G data center transceivers are nearing final qualification, with initial shipments expected shortly after, underscoring the importance of next‑generation products to its growth plans. Investors are now weighing how Applied Optoelectronics’ move to scale up...

Fidelity National Information Services (FIS) just delivered an earnings beat, raised its full year revenue and EBITDA guidance, and boosted its share buyback plans, a combination that usually forces investors to revisit the stock. See our latest analysis for Fidelity National Information Services. Even with the upbeat guidance and larger buyback, sentiment is still resetting. The share price is $65.17 and the year to date share price return is negative 18.63 percent, reinforcing a longer term...

Organon (OGN) has been quietly grinding through a rough stretch, with the share price slipping over the past month and past 3 months, so investors are asking whether the downside now reflects opportunity. See our latest analysis for Organon. With the share price now at $6.95 and a steep year to date share price return decline, sentiment clearly shifted. However, the three year total shareholder return slide suggests this has been a long, grinding de rating rather than a sudden shock. If...

Recent Stock Performance and Investor Interest Warner Bros. Discovery (WBD) has quietly turned into a comeback story, with the stock up roughly 4% in the past day, 15% over the past week, and nearly 75% in the past 3 months. See our latest analysis for Warner Bros. Discovery. That recent surge fits into a much bigger turnaround, with Warner Bros. Discovery’s year-to-date share price return above 160% and multi-year total shareholder returns again firmly positive, signaling that momentum is...