U.S. Software Stock News

Samsara (IOT) rose 6.5% after reports that the recent SaaS sell-off left valuations looking attractive, with interest reinforced by its Super Bowl featured AI coaching product and continued focus on AI safety tools. See our latest analysis for Samsara. That 7.12% 1 day share price return and 10.47% 7 day share price return come after a tougher spell, with a 30.96% 90 day share price decline and a 50.71% 1 year total shareholder return loss. However, the 3 year total shareholder return is up...

Charles Schwab (SCHW) has put income returns and leadership structure in focus, with the board lifting the regular quarterly common dividend to US$0.32 per share and reshaping senior roles around technology, operations, and wealth services. See our latest analysis for Charles Schwab. These dividend moves and refreshed leadership come as Charles Schwab’s share price sits at US$107.21, with a 30-day share price return of 7.03% and a 1-year total shareholder return of 30.44%, suggesting momentum...

Sprouts Farmers Market has opened its first New York store in Centereach, Long Island, at 1934 Middle Country Rd, following a ribbon-cutting on January 30, 2026. This move marks Sprouts Farmers Market’s entry into a new, densely populated regional market, potentially broadening its customer base and brand recognition. We’ll now examine how entering the Long Island market with its first New York store shapes Sprouts Farmers Market’s broader investment narrative. We've uncovered the 14...

Arcutis Biotherapeutics recently reported positive topline results from its INTEGUMENT-INFANT Phase 2 trial, showing ZORYVE cream 0.05% was well tolerated and improved atopic dermatitis in infants aged 3 months to under 24 months, with low rates of mostly mild to moderate side effects. By reinforcing a consistent safety and efficacy profile for ZORYVE in very young children, these data may broaden its potential treatment reach within pediatric dermatology. We’ll now examine how this...

Levi Strauss & Co. recently reported full-year 2025 results showing higher sales of US$6.28 billion and net income of US$578.1 million, declared a US$0.14 per-share dividend, completed a multi-year share repurchase program, and saw director Christopher McCormick announce his planned retirement at the 2026 annual meeting. At the same time, the company launched its “Behind Every Original” global campaign with a high-profile Super Bowl spot, underlining Levi’s emphasis on brand storytelling and...

Bio-Rad Laboratories recently received AOAC International validation for its EZ-Check Listeria spp. Kit and EZ-Check Listeria monocytogenes Kit, which are designed to detect Listeria in food and environmental samples using multiplex amplification and internal controls. This third-party validation underscores Bio-Rad’s role in supplying workflow-friendly food safety diagnostics, potentially increasing confidence and adoption among testing laboratories and industrial quality-control...

Enphase Energy reported past fourth-quarter 2025 results showing quarterly sales of US$343.32 million and net income of US$38.71 million, alongside full-year 2025 revenue of US$1.47 billion and net income of US$172.13 million, and issued first-quarter 2026 revenue guidance of US$270.0 million to US$300.0 million. The company also highlighted progress on its IQ Bidirectional EV Charging Platform and completed a US$731.34 million share repurchase program covering 8,869,963 shares. Against this...

Zimmer Biomet Holdings recently reported that it will release its upcoming earnings results, with analysts expecting revenue of about US$2.22 billion, reflecting year-on-year growth of 9.9% and an improvement from the 4.3% increase recorded in the same quarter a year earlier. An interesting angle is that Zimmer Biomet has missed Wall Street’s revenue estimates only once in the past two years, typically outperforming consensus by an average of 0.7%, which may be influencing how investors...

Why Teva Pharmaceutical Industries (NYSE:TEVA) is on investors’ radar today Teva Pharmaceutical Industries (NYSE:TEVA) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but a stronger gain over the past 3 months. See our latest analysis for Teva Pharmaceutical Industries. While the latest 1 day share price return of 0.63% and 7 day return of 2.96% show some cooling at a recent price of US$34.47, the 90 day share price return of 37.17%...

Flowserve Corporation recently reported fourth-quarter and full-year 2025 results showing higher sales but a quarterly net loss, while issuing 2026 guidance calling for modest organic and total sales growth. The company also outlined longer-term margin ambitions and highlighted opportunities in nuclear and power markets, supported by the planned US$490.00 million acquisition of Trillium Flow Technologies’ valves division. We’ll now examine how Flowserve’s improved margin trajectory and 2026...

Expand Energy (EXE) is entering a transition period, with Chairman Michael Wichterich stepping in as Interim President and CEO while the company prepares to shift its headquarters from Oklahoma City to Houston. See our latest analysis for Expand Energy. The recent headquarters move and leadership reshuffle come as the stock trades at US$103.24. The 1 day share price return shows a 6.46% decline and the 90 day share price return shows a 12.98% decline, while the 5 year total shareholder return...

Latest AUM update and earnings context Cohen & Steers (CNS) reported preliminary assets under management of US$93.1b as of January 31, 2026, tied to market appreciation and net inflows, alongside ongoing revenue growth and maintained profitability, despite earnings that were slightly below forecast. See our latest analysis for Cohen & Steers. At a share price of US$64.30, Cohen & Steers has seen a 2.54% 1 day share price return and a modest 0.97% 7 day share price return. Its 1 year total...

If you are wondering whether Voyager Technologies is starting to look like good value or just fairly priced at today’s levels, you are in the right place. The share price closed at US$29.05, with a flat 7 day return, a 7.3% decline over the last 30 days, and a 4.6% gain year to date. This may signal shifting views on both opportunity and risk. Recent attention on Voyager Technologies has centered on its position within the capital goods sector and how its current share price lines up with...

OneMain Holdings (OMF) is back in focus after reporting fourth quarter and full year 2025 results that met Wall Street revenue expectations, alongside plans to expand in auto finance and credit cards in 2026. See our latest analysis for OneMain Holdings. Despite the latest earnings beat and plans to grow in auto finance and credit cards, OneMain Holdings’ recent 30-day share price return of a 12.39% decline and year-to-date weakness contrast with a 1-year total shareholder return of 18.12%...

If you are wondering whether U-Haul Holding is starting to look appealing at its current share price, this article walks through what that price might really imply about value. The stock recently closed at US$48.81, with returns of 14.7% decline over 7 days, 10.9% decline over 30 days, 3.4% decline year to date, and 31.3% decline over 1 year, which may have changed how some investors view its risk and potential. Recent coverage around U-Haul often focuses on its core role in truck and...

Brinker International (EAT) is back in focus after raising full year 2026 earnings guidance along with its latest quarterly report, highlighting updated revenue and profitability targets that investors are now weighing against the recent share price move. See our latest analysis for Brinker International. The raised 2026 earnings guidance and solid recent quarter sit against a share price that has climbed 61.81% over 90 days and a very large 3 year total shareholder return of 320.97%. This...

Why a senator’s TJX trade is drawing fresh attention Senator John W Hickenlooper’s recent purchase of TJX Companies (TJX) shares has put the off price retailer back on investors’ radar, raising questions about how its fundamentals stack up today. See our latest analysis for TJX Companies. TJX’s latest share price of $156.24 comes after a 4.0% 7 day share price return and a 6.9% 90 day share price return. Its 1 year total shareholder return of 26.6% and 3 year total shareholder return of about...

Air Products and Chemicals (APD) is back in focus after first quarter results showed sales of US$3,102.5 million and net income of US$678.2 million, alongside more than US$140 million in new NASA hydrogen contracts. See our latest analysis for Air Products and Chemicals. The strong first quarter numbers, the new US$140 million NASA liquid hydrogen contracts and the 44th consecutive annual dividend increase have coincided with improving momentum, with a 30 day share price return of 8.59% and a...

Pomerantz LLP recently announced that a class action lawsuit was filed against Plug Power in the U.S. District Court for the Northern District of New York, alleging that the company and certain officers misled investors about access to a US$1.66 billion Department of Energy loan guarantee and related hydrogen plant projects during 2025. The case centers on whether Plug Power’s public statements about its U.S. hydrogen production build-out and the conditions tied to the federal loan aligned...

If you are wondering whether Uber Technologies shares still offer value at today’s price, or if most of the easy gains are already behind it, this article is aimed at helping you frame that question clearly before you make your own call. Uber’s stock closed at US$73.91, with returns of an 8.6% decline over 7 days, a 13.5% decline over 30 days, a 10.8% decline year to date and a 6.0% decline over the past year, while the 3 year and 5 year returns sit at 121.0% and 21.9% respectively. This mix...

Affirm Holdings (NasdaqGS:AFRM) recently announced new partnerships and expansions with Intuit's QuickBooks Payments, Expedia Group, Bolt, and Wayfair. These agreements are intended to widen Affirm's reach across financial software, travel bookings, ecommerce checkout, and home goods retail, including international markets. The collaborations focus on integrating Affirm's buy now, pay later services into partner platforms to reach additional merchants and consumers. Affirm operates in the...

EVA Live (Nasdaq:GOAI) has now clarified how it intends to approach capital allocation in its next phase of growth.

Ultragenyx Pharmaceutical recently resubmitted its Biologics License Application to the FDA for UX111, an investigational AAV9 gene therapy for Sanfilippo syndrome type A, supported by new long-term clinical data showing durable biomarker improvements, meaningful functional benefits versus natural history, and a favorable safety profile. An interesting aspect for investors is that UX111, if approved after the current FDA review expected to conclude in the third quarter of 2026, would become...

In late January 2026, AppFolio reported fourth-quarter 2025 results showing higher sales of US$248.19 million but lower net income of US$39.91 million versus the prior year, alongside full-year 2025 revenue of US$950.82 million and net income of US$140.92 million. On February 5, 2026, the company also filed an US$80.80 million shelf registration for 438,762 shares of Class A common stock tied to an ESOP-related offering, underscoring the role of employee ownership in its capital...