U.S. Software Stock News

Mitsubishi Electric Trane HVAC US (METUS) recently renewed its multi-year residential consumer financing partnership with Synchrony, extending a decade-long collaboration that offers promotional financing and streamlined credit access for customers upgrading or maintaining HVAC systems. This renewal underscores Synchrony’s role in enabling financing for smart, energy-efficient home upgrades while strengthening its ties to METUS’s nationwide contractor network. We’ll now explore how this...

Lufax Holding has renewed several core 2026 agreements, including its Account Management Framework Agreement and Financial Services Framework Agreement with Ping An Consumer Finance, and it has called an Extraordinary General Meeting for December 29, 2025, to seek shareholder input on these arrangements. By locking in these operational frameworks and formally engaging shareholders, the company is underscoring how central these partnerships are to its business model and future...

ThredUp (TDUP) has quietly turned into a tricky stock for resale fans and investors alike, with the share price swinging higher over the past week even as longer term performance remains mixed. See our latest analysis for ThredUp. That recent 15.96% 7 day share price return on ThredUp, taking the stock to 8.72 dollars, comes on top of a powerful year to date share price surge but choppy shorter term momentum, while the one year total shareholder return also looks impressive. If ThredUp has...

NVR (NVR) ticked higher after a rating upgrade, a move that usually reflects a more constructive view on its prospects and can nudge fresh attention toward the homebuilder and its mortgage operations. See our latest analysis for NVR. The upgrade comes after a choppy few months, with the share price at $7,538.08 and a recent 1 month share price return of nearly 4 percent. However, the year to date share price return and 1 year total shareholder return have been weaker, suggesting long term...

CrowdStrike Holdings reported past third-quarter results showing revenue rising to US$1,234.24 million but with a wider net loss of US$34 million, while also raising full-year revenue guidance and unveiling new AI-driven security products and partnerships with AWS, HPE, Kroll, and U.S. public-sector agencies. Together, record net new ARR growth, higher operating income, and deepening AI and cloud alliances position CrowdStrike’s Falcon platform more firmly at the center of next-generation...

In recent months, AGCO has begun overhauling its dealer service model through its FarmerCore initiative, shifting toward an “Amazon-style” on-farm service network supported by mobile fleets, smaller dealer locations, and parts depots while also exiting low-margin grain and protein operations and pursuing company-wide cost savings. This transformation points to a deeper realignment of AGCO’s business toward higher-margin precision technology, more profitable aftermarket service, and a leaner...

In late November 2025, investor John Paulson increased his holdings in Bausch Health Companies by 2,500,000 shares, bringing his total stake to 73,255,869 shares and making the position a major portion of his portfolio. This sizeable commitment from a high-profile merger-arbitrage investor has drawn fresh attention to Bausch Health’s balance-sheet repair efforts and late-stage pipeline in gastroenterology, hepatology, and aesthetics. Next, we’ll examine how Paulson’s larger ownership stake...

In early December 2025, The Timken Company reported third-quarter revenue of US$1.16 billion, with higher sales, operating earnings, and cash flow than a year earlier, and presented at Goldman Sachs Industrials & Autos Week in London. Timken’s strong quarterly beat on analyst expectations came alongside repeated recognition for corporate responsibility and ethics, underscoring a blend of operational and ESG strengths. We’ll now examine how Timken’s stronger-than-expected quarterly earnings...

In the past week, UiPath reported third-quarter fiscal 2026 results with revenue of US$411.11 million, its first GAAP-profitable quarter, and annual recurring revenue up 11% year over year, while also guiding fourth-quarter revenue to US$462–467 million. UiPath also joined the Veeva AI Partner Program to integrate its Test Manager with Veeva Validation Management, aiming to digitize and automate highly regulated software testing and validation workflows with audit-ready, paperless...

Borr Drilling (BORR) jumped about 9% after fresh upgrades from SEB Equities and Citi, with both institutions backing the company’s outlook as it outlines plans to expand its jack up drilling footprint. See our latest analysis for Borr Drilling. The latest move adds to a strong run, with the share price returning around 27% over the past month and 35% over the last quarter, while the one year total shareholder return sits above 20%. This suggests momentum is building as investors reassess...

Affirm Holdings (AFRM) is riding a holiday tailwind, with total buy now, pay later transactions up 52% year over year and a fresh Pacsun partnership sharpening its pitch to budget conscious shoppers. See our latest analysis for Affirm Holdings. That holiday surge in buy now, pay later volume and the Pacsun deal are landing against a choppier tape. A 30 day share price return of 7.65 percent and a much stronger three year total shareholder return of 499.56 percent suggest longer term momentum...

WesBanco (WSBC) just gave investors a clearer signal on capital priorities, lifting its quarterly dividend by 3% and outlining a full redemption of its Series A preferred shares, funded with newer Series B preferred. See our latest analysis for WesBanco. That message seems to be resonating slowly in the market, with a 1 month share price return of 5.8% taking WesBanco to $32.68, even as the 1 year total shareholder return remains slightly negative and long term gains stay respectable. Recent...

Recently, Moody's upgraded Kimco Realty to an A3 credit rating with a stable outlook, highlighting its high-quality, predominantly grocery-anchored portfolio, strong occupancy, and prudent balance sheet, while the company also raised guidance and increased its dividend on the back of solid operating results. This combination of a stronger credit profile and a higher dividend underscores Kimco's emphasis on balance sheet strength and income-focused returns, supported by diversified tenants...

WillScot Holdings (WSC) heads into the upcoming Bank of America Leveraged Finance Conference with investors focused on its recent FY25 guidance cut, softer core volumes, and an evolving shift toward larger enterprise and non construction customers. See our latest analysis for WillScot Holdings. That guidance reset has come against a tough backdrop, with the share price down 38 percent year to date and the 1 year total shareholder return off nearly 47 percent. At the same time, a 13 percent 1...

In recent days, Antero Resources has experienced a sharp increase in options market activity, highlighting growing investor interest in its natural gas and NGLs business. This options surge suggests traders are actively positioning around potential volatility or company-specific developments, adding a fresh layer of complexity to how the stock is being viewed. Next, we’ll examine how this heightened options positioning could influence Antero Resources’ investment narrative built around...

In the third quarter of fiscal 2026, Semtech reported net sales of US$267.0 million, reduced its net loss to US$2.9 million, and completed a long-running US$675.19 million share repurchase program that retired 19,043,495 shares since 2008. The company also issued fourth-quarter guidance calling for net sales of US$273 million, plus or minus US$5 million, signaling continued momentum in its data center and LoRa portfolios despite lingering margin pressure. We’ll now examine how Semtech’s...

On December 1, 2025, TransDigm Group executive Patrick Murphy sold 290 shares, following a year in which he consistently reduced his holdings, against a backdrop of predominantly selling activity across the company’s insiders. At the same time, TransDigm’s Q4 earnings prompted major banks to highlight robust aftermarket growth, successful acquisitions, and a confident fiscal 2026 outlook focused on disciplined capital allocation. We’ll now examine how TransDigm’s upbeat fiscal 2026 outlook,...

Teledyne Technologies (TDY) just rolled out its Xtium3 PCIe Gen4 frame grabber line, and the timing is interesting for investors watching advanced industrial imaging as a potential driver of the company’s next leg of growth. See our latest analysis for Teledyne Technologies. The new Xtium3 launch lands as Teledyne’s share price trades around $522.30, with solid year to date share price returns and a healthier multi year total shareholder return suggesting underlying confidence despite a...

Recently, Intellia Therapeutics disclosed serious liver-related safety events, including a case meeting Hy’s law criteria, in its lead in vivo CRISPR programs for hereditary angioedema and transthyretin amyloidosis, raising significant regulatory and clinical concerns. The heightened safety scrutiny is especially important because these programs target diseases that already have multiple approved treatments, potentially weakening Intellia’s competitive position and long-term pipeline...

Wondering if Lincoln National at around $42.74 is a bargain or a value trap? You are not alone, and we are going to unpack exactly what the market might be missing. The stock has climbed 3.9% over the last week and month, and it is now up 34.2% year to date and 31.3% over the past year, which signals that investor sentiment and expectations have shifted meaningfully. Recently, headlines have focused on Lincoln National's ongoing balance sheet repositioning and strategic initiatives to...

In late 2025, Ocular Therapeutix announced it plans to submit a new drug application for its wet age-related macular degeneration therapy AXPAXLI based on year 1 data from the SOL-1 Phase 3 trial, following updated interactions with the FDA that may allow reliance on a single pivotal study. This shift to an earlier filing, alongside progressing Phase 3 programs in non-proliferative diabetic retinopathy and other ELUTYX-based assets, could materially reshape Ocular’s development timelines...

BioLife Solutions (BLFS) has given investors plenty to chew on after Q3, with an earnings beat, stronger revenue guidance for its cell processing platform, and a new biopreservation center opening in Bothell. See our latest analysis for BioLife Solutions. Even with the upbeat Q3 and the new biopreservation center signaling a long runway for its CGT tools, BioLife’s recent share price return has been slightly negative and its 1 year total shareholder return is modestly underwater, suggesting...

In late 2025, FIFA announced an expanded agreement with Globant to enhance its digital platforms and build a new mobile app to support multiple tournaments, while naming Globant a Tournament Supporter for the FIFA World Cup 2026 and FIFA Women's World Cup 2027. Coming alongside Globant’s Converge 2025 AI event and top-tier Salesforce recognition, this deeper FIFA collaboration highlights how the company is weaving together sports, cloud, and enterprise AI capabilities across its client...

Columbia Financial (CLBK) climbed about 4% after the Federal Reserve's recent rate cut lifted sentiment across community banks, a move that comes in addition to the company’s strong third quarter revenue growth. See our latest analysis for Columbia Financial. The latest move takes Columbia Financial’s 30 day share price return to just over 10%, and while the 1 year total shareholder return remains slightly negative, the recent momentum suggests investors are warming to its improving earnings...