U.S. Software Stock News

J.Jill (JILL) has just posted another steady quarter, with Q2 2026 revenue of about $154 million and basic EPS of $0.69 off net income of roughly $10.5 million, giving investors a clear snapshot of how the apparel retailer is navigating a softer same store sales backdrop. The company has seen quarterly revenue move in a relatively tight band between about $142 million and $162 million over the past six reported periods, while EPS has ranged from $0.15 to $1.17. This underscores a business...

If you are wondering whether Donaldson Company at around $92 is still worth considering after its strong run, or if the easy money has already been made, you are not alone and that is exactly what we are going to unpack. The stock is up 5.2% over the last week, 4.9% over the past month, and 36.9% year to date, building on multi year gains of 28.8% over 1 year, 61.3% over 3 years, and 75.6% over 5 years. Recent moves have been supported by steady demand for its filtration solutions across...

Dave & Buster's Entertainment (PLAY) has just posted another quarter of solid headline numbers, with Q2 2026 revenue of $557.4 million and basic EPS of $0.33, alongside net income of $11.4 million. The company has seen revenue move from $453 million in Q3 2025 to $534.5 million in Q4 2025, then to $567.7 million in Q1 2026 and $557.4 million in Q2 2026, while EPS swung from a loss of $0.84 in Q3 2025 to positive readings of $0.25, $0.63, and $0.33 over the subsequent quarters. With analysts...

BlackLine (BL) just switched on a new locally hosted cloud region in Saudi Arabia, a calculated move that taps into the Kingdom’s modernization push while satisfying tight data residency and cybersecurity rules. See our latest analysis for BlackLine. That Saudi expansion comes as BlackLine’s 1 month share price return of 7.18% and 3 month gain of 5.97% hint at improving sentiment, even though its 1 year total shareholder return of negative 9.74% shows the longer term picture is still one of...

Apple recently announced a major leadership reshuffle, including the upcoming retirement of general counsel Kate Adams and environment chief Lisa Jackson, and the 2026 arrival of former Meta chief legal officer Jennifer Newstead to lead a newly combined Legal and Government Affairs organization. Alongside these changes, the planned retirement of AI head John Giannandrea and Apple’s wider succession planning highlight how the company is reorganizing senior talent to support its next phase of...

On December 8, 2025, The Macerich Company reported at the Nareit REITWorld conference in Dallas that it had achieved record leasing activity of 3.2 million square feet by the third quarter and completed US$1.20 billion in mall asset sales, alongside opening more than 300 new stores including luxury and international brands. This combination of robust leasing performance and sizable asset sales highlights how Macerich is both filling space with higher-quality tenants and actively reshaping...

If you are wondering whether WisdomTree is still a smart buy at around $11.69, you are not alone. This stock sits at the crossroads of growth, income, and structural change in asset management. After a 4.7% gain over the last week and a strong 15.6% return year to date, the stock has cooled slightly in the last month with a -0.3% move, while still sitting on hefty 3 year and 5 year gains of 125.2% and 162.2% respectively. Those moves have come as WisdomTree has leaned further into thematic...

The launch of SiTime (SITM) Endura Super TCXO is a meaningful step into high stakes position, navigation, and timing markets, putting ultra stable, spoof resistant timing at the center of the stock story. See our latest analysis for SiTime. Investors seem to be warming to that story, with the share price up 14.0 percent over the past month and a powerful 63.9 percent year to date share price return at 366.49 dollars, building on a 40.4 percent one year total shareholder return. If SiTime has...

In December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. The company also raised its 5‑year royalty receipt outlook, highlighting products such as Filspari, Ohtuvayre, and Zelsuvmi and outlining plans to deploy up to US$1.00 billion in capital to support...

Agios Pharmaceuticals (AGIO) is back in focus after the FDA missed its December 7 decision date on the mitapivat thalassemia sNDA, leaving the filing under active review and investors recalibrating timing expectations. See our latest analysis for Agios Pharmaceuticals. The missed PDUFA date seems to have cooled near term enthusiasm, with a roughly 35 percent 1 month share price return decline and a 1 year total shareholder return of about negative 38 percent. This signals fading momentum...

Hello Group (MOMO) just posted softer third quarter numbers, with both revenue and net income slipping year over year. That earnings dip is likely what nudged the stock and investor sentiment today. See our latest analysis for Hello Group. At a share price of $6.98, Hello Group’s 1 year total shareholder return of around negative 5 percent and weaker 90 day share price return suggest momentum has been fading as investors reassess the earnings outlook. If this earnings wobble has you...

ONE Gas (OGS) has been quietly slipping over the past week and month, even though its year to date and 1 year returns are still comfortably positive. That disconnect is worth unpacking. See our latest analysis for ONE Gas. With the share price now around $77.64, the recent 7 day and 30 day share price declines sit in sharp contrast to a double digit year to date share price return and solid 1 year total shareholder return. This suggests momentum has cooled, but the longer term trend remains...

Earlier this month, Corpay, Inc. confirmed that Mastercard has completed a US$300 million minority investment in Corpay’s cross-border business and signed a new commercial partnership to offer Corpay’s services to Mastercard’s financial institution clients, while Corpay is also broadening its use of Mastercard Move for real-time payments in more countries. This deepened relationship with Mastercard could meaningfully expand Corpay’s distribution reach in cross-border payments at a time when...

Hamilton Insurance Group recently reported a very large year-on-year revenue increase in its third quarter, beating analyst expectations for both earnings and revenue while benefiting from improved combined ratios amid unusually low catastrophe losses. Beyond headline growth, the company’s hedge fund investment performance and ongoing share buybacks appear to be reinforcing its capital position and earnings power, supporting confidence in its specialty insurance and reinsurance...

BETA Technologies (BETA) shares climbed about 2% today, extending a roughly 9% gain over the past week, as investors weigh rapid revenue growth against ongoing losses and a weaker year-to-date performance. See our latest analysis for BETA Technologies. Despite the latest close at $31.02 and a solid 7 day share price return of 9.34%, the year to date share price return of negative 13.83% shows that, for now, this bounce looks more like early rebuilding of momentum than a full trend...

Assured Guaranty, a provider of credit protection for municipal, infrastructure and structured finance obligations, has seen net premiums earned fall by about 3.6% annually over the past five years, with demand weakness expected to persist over the next 12 months. This prolonged slide in premium revenues suggests that, even as the company maintains its presence in public finance and infrastructure markets, it is contending with a tougher sales cycle for its insurance products. We’ll now...

Night Watch Investment Management previously exited its position in Tidewater Inc. after an unexpected pause in offshore energy infrastructure spending that began in 2024 and is now expected to persist until at least 2027. The decision, driven by sector-wide spending trends rather than company-specific issues, highlights how institutional sentiment around offshore project timing can influence perceptions of Tidewater’s long-term prospects. Next, we’ll examine how Night Watch’s exit, tied to...

Progress Software (PRGS) just put its no code Agentic RAG platform on AWS Marketplace and paired that with a smooth ShareFile integration, a combo that quietly reshapes its AI story and recurring revenue profile. See our latest analysis for Progress Software. Even with this expansion of its AI and SaaS footprint, Progress Software’s latest share price around $44.33 comes after a year-to-date share price return of negative 31.49 percent and a one year total shareholder return of negative 35.99...

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

ITT (ITT) shares have cooled off over the past month after a strong year to date, slipping about 11% even as longer term returns remain solid. That gap has some investors rechecking the story. See our latest analysis for ITT. The recent pullback sits against a backdrop of a strong year to date share price return and a standout multi year total shareholder return, suggesting momentum is cooling slightly rather than breaking the longer term uptrend. If ITT’s move has you reassessing the...

Acadian Asset Management (AAMI) just overhauled its balance sheet, redeeming all $275 million of its 4.8% senior notes due 2026 using a new $200 million term loan and existing cash. See our latest analysis for Acadian Asset Management. That balance sheet clean up lands against a backdrop of strong momentum, with an 80.1% year to date share price return and a 137.0% three year total shareholder return suggesting investors see improving growth and risk dynamics. If this kind of capital...

Clear Channel Outdoor's Airports Division announced it had been selected, after a competitive bidding process, to build an eight-year, digitally driven media and sponsorship network at Hollywood Burbank Airport’s new 355,000-square-foot terminal, currently under construction and slated to replace the existing facility. This win expands Clear Channel Outdoor’s presence across the Los Angeles area, creating an integrated “air and ground” footprint that can connect advertisers with high-value...

Wolverine World Wide (WWW) is back in the spotlight as two West Michigan landfills filed a federal PFAS contamination lawsuit, just as investor letters highlight management’s turnaround efforts and renewed focus on core footwear brands. See our latest analysis for Wolverine World Wide. Despite the fresh PFAS lawsuit and mixed commentary around its turnaround, Wolverine World Wide’s 1 month share price return of 7.16 percent contrasts sharply with a 1 year total shareholder return of negative...