U.S. Software Stock News

Popular (BPOP) has quietly rewarded patient shareholders, with the stock up about 26% this year even after some pullback in the past 3 months. This invites a closer look at what is driving returns. See our latest analysis for Popular. With the share price now around $116.90, Popular’s solid year to date share price return and strong multi year total shareholder returns suggest momentum is cooling a little rather than reversing, as investors reassess both growth prospects and risk. If...

Tanger (SKT) has quietly slipped about 7% over the past month, even as its long term track record remains strong, so the stock now looks interesting for income focused investors watching retail real estate. See our latest analysis for Tanger. That pullback sits against a year to date share price return of around negative mid single digits and a one year total shareholder return of negative high single digits. However, the three and five year total shareholder returns remain very strong, which...

In early December 2025, Marvell Technology reported a jump in third-quarter revenue to US$2,074.5 million and swung from a net loss to net income of US$1,901.3 million, issued guidance for fourth-quarter revenue of about US$2.20 billion, and was reported to be in advanced talks to acquire photonics startup Celestial AI in a multi‑billion‑dollar cash‑and‑stock deal. At the same time, fresh concerns about Marvell potentially losing Amazon’s next‑generation Trainium AI chip designs to a rival,...

In recent days, Gorman-Rupp received an upgrade from Wall Street Zen to a “buy” rating, while Weiss Ratings reiterated its “buy (b)” view, giving the pump manufacturer a consensus “Buy” rating according to MarketBeat.com. This cluster of positive analyst opinions highlights growing confidence in Gorman-Rupp’s business quality and may draw fresh attention from institutional and retail investors alike. With these analyst upgrades spotlighting renewed confidence in Gorman-Rupp, we’ll now...

Dillard’s recently reported higher net sales and net income, underscoring financial resilience even as its construction segment saw reduced activity and performance obligations. A key differentiator emerging from the update is Dillard’s emphasis on exclusive brand merchandise, which is helping support retail gross margins amid sector pressures. We’ll now examine how this focus on exclusive brands shapes Dillard’s investment narrative, particularly in light of its mixed segment...

Lazard, Inc. recently appointed Bill Young, Jean Greene and Paolo Battaglia as Managing Directors in its Global Industrials Group in New York, with Young leading Diversified Industrials and Greene rejoining after two decades at the firm. By adding senior bankers from Bank of America and Goldman Sachs, Lazard is reinforcing its advisory bench across diversified industrials, industrial technology and aerospace & defense. We’ll now examine how strengthening Lazard’s Global Industrials...

Eaton Corporation recently reported a strong third quarter of 2025, highlighting record segment margins, robust demand in data centers, AI infrastructure, and electrification projects, and completion of the US$9.50 billion Boyd Thermal acquisition to expand its integrated AI power and liquid cooling solutions for hyperscale data centers. The company also raised its full-year adjusted EPS guidance to US$12.07, underscoring how higher-margin electrification and data center exposure are...

In recent months, several U.S. law firms have launched securities class actions against Marex Group plc, alleging that between May 16, 2024 and August 5, 2025 the company engaged in self-dealing over-the-counter trades and issued unreliable financial statements involving subsidiaries and related parties. The core allegation is that Marex’s reported cash flows, and the revenues, assets, and profits of its Market Making segment, were inflated through off-book intercompany transactions,...

Arcellx (ACLX) just put fresh clinical data on the table, and it is the kind investors tend to pay attention to. The company reported pivotal Phase 2 results for its multiple myeloma CAR T, anito cel. See our latest analysis for Arcellx. The upbeat iMMagine 1 readout has arrived after a choppy stretch, with the stock’s 30 day share price return still negative even as the 90 day move turns positive and three year total shareholder returns remain very strong. This hints that momentum may be...

Gold.com (GOLD) just completed a straightforward rebrand, changing its name from A-Mark Precious Metals and adopting the GOLD ticker on the NYSE, a move that naturally has investors taking a closer look. See our latest analysis for Gold.com. The rebrand comes after Gold.com was dropped from the Nasdaq Composite Index and shifted to the GOLD ticker on the NYSE, with a roughly 20 percent 1 month share price return suggesting fresh momentum despite a modest 1 year total shareholder return. If...

Earlier this month, Diodes Incorporated launched the AP61406Q, a 5.5V, 4A automotive‑compliant synchronous buck converter with an I2C 3.0 interface, targeting compact, high‑efficiency point‑of‑load applications in infotainment, instrument clusters, telematics, and ADAS. The device’s programmable power modes, frequency and current settings, plus EMI‑reducing gate driver design, highlight Diodes’ push into higher‑value automotive power management solutions. Next, we’ll examine how this highly...

Wintrust Financial (WTFC) has quietly outperformed many regional peers this month, with the stock gaining about 5% as investors lean into its steady loan growth and improving profitability trends. See our latest analysis for Wintrust Financial. That latest move builds on a solid year to date, with a roughly 11% year to date share price return and a powerful 3 year total shareholder return of about 74%, suggesting momentum is still very much intact as investors reassess regional bank risk. If...

Morgan Stanley is doubling down on its positive view of Diamondback Energy (FANG), pointing to its low cost Permian wells, rising free cash flow, and a capital plan that leans heavily toward shareholder payouts. See our latest analysis for Diamondback Energy. That backdrop helps explain why, even with the latest share price at $157.52, Diamondback’s 30 day share price return of 9.66% and 90 day gain of 15.58% suggest momentum is rebuilding. At the same time, a 5 year total shareholder return...

Sonos (SONO) just delivered one of those mixed earnings updates that still manages to move a stock higher, with a headline loss but revenue near the top of guidance and upbeat forward commentary. See our latest analysis for Sonos. The earnings update appears to have reset expectations in a positive way, with the roughly 27% 3 month share price return and stronger year to date share price performance suggesting momentum is building again despite a still modest 3 year total shareholder...

In early December 2025, TJX Companies reported strong third-quarter fiscal 2026 results, raised its full-year guidance, detailed progress on a US$669.74 million share repurchase completed between February and November, and highlighted expansion plans including 2,000 additional stores and entry into Spain from 2026. TJ Maxx also recently ran its first Maxxinista Express holiday bus tour across Los Angeles, Dallas, and Miami, underscoring how TJX is leaning into its highly engaged off-price...

In the past quarter, National Vision Holdings, Inc. reported adjusted earnings per share of US$0.13, beating consensus expectations and prompting the company to raise its full-year net revenue guidance alongside a higher outlook for adjusted comparable store sales growth. This combination of better-than-expected profitability and a stronger sales outlook highlights improving operating momentum and suggests the company’s recent initiatives are gaining traction. Now, we’ll explore how this...

Clear Channel Outdoor Holdings (CCO) just landed an eight year deal as the exclusive media partner for Hollywood Burbank Airport’s new terminal, tying its growth prospects directly to the Elevate BUR expansion. See our latest analysis for Clear Channel Outdoor Holdings. The deal lands at a time when sentiment around Clear Channel Outdoor has been quietly improving, with the share price at 2.04 and a 90 day share price return of 52.24 percent supporting a strong 3 year total shareholder return...

In early December 2025, Varonis Systems, Inc. announced a new integration with AWS Security Hub designed to unify risk visibility, automate remediation, and strengthen data-centric threat detection across AWS environments and broader data estates. This integration highlights how Varonis is deepening its role in cloud and unstructured data security by cutting alert noise and directly fixing misconfigurations, a combination that could be particularly important for resource-constrained security...

Arrowhead Pharmaceuticals recently reported that the FDA granted Breakthrough Therapy designation to its investigational RNAi drug plozasiran as an add-on to diet for adults with severe hypertriglyceridemia, while also outlining plans to complete multiple Phase 3 trials by mid‑2026 and submit an sNDA by year‑end 2026. This recognition, together with REDEMPLO already approved for familial chylomicronemia syndrome, strengthens Arrowhead’s position in triglyceride‑lowering therapies targeting...

Webster Financial (WBS) has been quietly grinding higher, with the stock up around 9% over the past year and stronger revenue and net income trends giving investors a clearer picture of where the bank might be heading next. See our latest analysis for Webster Financial. That steady backdrop helps explain why investors have been willing to pay up, with a roughly 9% one year total shareholder return and a 14% year to date share price gain suggesting momentum is quietly building rather than...

Central Garden & Pet (CENT) has slipped roughly 2% over the past week but remains up over the past month, a reminder of how choppy the stock’s path has been for patient shareholders. See our latest analysis for Central Garden & Pet. Over the past year, Central Garden & Pet’s share price return has been weak and its 1 year total shareholder return is also negative, suggesting momentum has cooled even as investors continue to reassess its longer term earnings and margin potential. If you are...

MACOM Technology Solutions Holdings has appointed long-time operations leader Robert Dennehy as Senior Vice President and Chief Operating Officer, formalizing his responsibility for global operations, manufacturing, supply chain and operational strategies. This move elevates an internal veteran with deep knowledge of MACOM’s fabs and processes at a time when efficient execution is central to its growth plans. Next, we’ll examine how Dennehy’s promotion to COO shapes MACOM’s investment...

Root (ROOT) has quietly delivered a mixed run for shareholders, with gains this year but a drop over the past 3 months. That uneven performance is pushing investors to revisit its fundamentals. See our latest analysis for Root. The recent pullback, including a weak 90 day share price return, sits awkwardly against Root’s positive year to date share price gain and powerful three year total shareholder return. This suggests momentum has cooled while long term believers remain firmly in the...

First Advantage (FA) has quietly slipped about 31% over the past year even as revenue and net income have grown, a combination that can catch value focused investors’ attention. See our latest analysis for First Advantage. That slide in First Advantage’s 1 year share price return, down about 26% year to date and 31.7% on a 1 year total shareholder return basis, suggests sentiment has cooled even as fundamentals improve. This could set up a later rerating if growth holds. If this kind of...