U.S. Software Stock News

Recently, Regeneron Pharmaceuticals’ leadership outlined a plan to prioritize internal research and development over large acquisitions as it approaches key patent expiries for flagship drugs Eylea and Dupixent, alongside continued progress in its partnered gene therapy programs with Intellia. This renewed emphasis on in-house innovation, capital allocation discipline and lifecycle management for core franchises could materially influence how investors assess Regeneron’s longer-term growth...

In early January 2026, Apono announced a new integration with Check Point Software Technologies, creating a SASE-based Zero Standing Privilege architecture that replaces slow, SCIM-dependent identity syncs with real-time, temporary access controls through Harmony SASE to reduce long-lived permissions in cloud environments. Around the same time, Chinese authorities instructed domestic firms to stop using foreign cybersecurity software, explicitly naming Check Point, highlighting how...

Gilat Satellite Networks recently presented at the 28th Annual Needham Growth Conference in New York, where its CEO Adi Sfadia and CFO Gil Benyamini outlined the company’s latest developments for investors. This appearance follows a period of strong third-quarter 2025 results and a US$98.8 million private placement, signaling management’s focus on funding future growth initiatives and strengthening the balance sheet. With the recent private placement as a key backdrop, we’ll now examine how...

If you are wondering whether Pinterest's current share price lines up with its long term potential, looking closely at what you are paying for today versus the underlying business can be a useful place to start. At a last close of US$25.91, the stock has seen a 4.5% decline over the past week, is roughly flat over the past month at a 0.1% return, and has logged returns of 2.4% decline year to date, 15.1% decline over 1 year and 2.6% decline over 3 years, with a 64.5% decline over 5...

NextNav previously submitted a proposal to the FCC seeking rulemaking that would allow its 5G spectrum to be used for a terrestrial GPS complement and backup system, addressing vulnerabilities in existing satellite-based positioning services. A key nuance is that NextNav is currently the only party with a concrete, filed plan, positioning it at the center of a bipartisan, national security–oriented policy discussion on GPS resilience. With this context, we will examine how the FCC’s review...

Carpenter Technology (CRS) is back on investors’ radar after Fitch Ratings upgraded its Long-Term Issuer Default Rating and the company closed a $700 million senior notes offering at 5.625%, maturing in 2034. See our latest analysis for Carpenter Technology. Those credit and funding moves arrive alongside meaningful price momentum, with a 40.81% 3 month share price return and a very large 3 year total shareholder return, suggesting investors are reassessing growth prospects and risk for this...

Navient (NAVI) is back in focus after a leadership shake up that puts long time executive Steve Hauber in the Chief Financial Officer seat, consolidating oversight of finance, legal, risk and compliance. See our latest analysis for Navient. That reshuffle comes as Navient’s share price sits at US$12.51, with a 30 day share price return of 5.23% decline and a 1 year total shareholder return of 5.70% decline. This suggests recent momentum has softened even as investors weigh the upcoming 2025...

Earlier this month, Abercrombie & Fitch updated its 2025 outlook, trimming full-year net sales growth guidance to at least 6% and setting operating margin expectations around 13%, while narrowing its earnings per share range to US$10.30–US$10.40. Management’s more cautious tone on discretionary spending, alongside continued investments in global expansion, digital capabilities, and collaborations, highlights a careful balance between growth ambitions and profit protection. Next, we’ll...

Genesis Energy (GEL) has drawn fresh attention after its board approved a 9.1% increase in the quarterly cash distribution to US$0.18 per common unit, supported by recent free cash flow generation. See our latest analysis for Genesis Energy. The distribution decision comes after a strong run in the units, with a 30 day share price return of 9.87% and a 90 day share price return of 13.58%. Meanwhile, the 1 year total shareholder return of 66.17% and 5 year total shareholder return of 278.67%...

Recently, Xylem and Global Water Intelligence released research indicating that rapid global artificial intelligence expansion could more than double water demand across the AI value chain by 2050, calling for a coordinated “water transition” centered on reuse, digital infrastructure, and partnerships. The report, paired with Xylem’s multi‑year strength in sales and earnings, highlights how AI‑driven water needs may increasingly align with the company’s focus on advanced treatment...

Recent coverage of Sonoco Products (SON) has focused on its acquisitions of Ball Metalpack and Eviosys. These deals have shifted the business further into metal packaging and made it a major metal food can producer. See our latest analysis for Sonoco Products. At a share price of US$48.71, Sonoco Products has seen a 30 day share price return of 12.86% and a 90 day share price return of 21.68%. The 1 year total shareholder return of 6.99% contrasts with weaker 3 and 5 year total shareholder...

Papa Johns has chosen PAR Technology (PAR) to power its next generation U.S. in restaurant tech stack, putting PAR POS and PAR OPS at the center of a multi year, AI enabled operations overhaul. See our latest analysis for PAR Technology. The Papa Johns deal lands after a year where PAR Technology’s share price return was volatile, with a 1-year total shareholder return decline of 49.44% but a 3-year total shareholder return of 16.09%. The recent 90-day share price return of 5.56% suggests...

If you are wondering whether U.S. Bancorp’s current share price reflects its true worth, it helps to start with a clear look at how the market has been treating the stock lately and what that might mean for value focused investors. U.S. Bancorp recently closed at US$54.40, with returns of 1.2% over 30 days, 0.9% year to date, 17.5% over 1 year, 35.1% over 3 years and 47.0% over 5 years. These figures give you a sense of how the market has priced the bank over different time frames. Recent...

Earlier this month, CONMED Corporation announced that Chief Financial Officer Todd Garner will leave his role by March 15, 2026, while remaining as an advisor through November 2, 2026, as the company conducts a search for his successor and confirmed his departure is unrelated to any disagreement over financial reporting. At the same time, CONMED reaffirmed its full-year 2025 revenue and earnings guidance, signaling operational continuity even as it manages this planned finance leadership...

Earlier this month, Veeva Systems’ board authorized a share repurchase program of up to US$2.00 billion over two years, while also unveiling Veeva Environmental Monitoring, a cloud-native quality control solution integrated with Veeva LIMS and the broader Veeva Quality Cloud to streamline GMP compliance and batch release. Together with management’s upcoming appearance at the J.P. Morgan Healthcare Conference and recent insider selling activity, these moves highlight how Veeva is balancing...

ABM Industries overview ABM Industries (ABM) has attracted attention after a recent move in its share price, with the stock last closing at $45.26. Investors are weighing this level against the company’s current fundamentals and past return profile. See our latest analysis for ABM Industries. The recent 1-day share price return of 0.49% and 7-day gain of 1.28% sit against a 30-day share price decline of 6.20%. Meanwhile, the 1-year total shareholder return shows a decline of 12.75%, in...

Piper Sandler recently initiated coverage of OFG Bancorp with a Neutral rating, citing modest expected earnings growth and limited near-term catalysts for the bank. The firm also underscored OFG’s role as a pure-play Puerto Rican bank, with 98% of its deposits concentrated in Puerto Rico, sharpening focus on geographic risk. We’ll now examine how Piper Sandler’s Neutral rating and emphasis on Puerto Rico concentration may influence OFG Bancorp’s existing investment narrative. The end of...

Gentex Corporation recently introduced the Ops-Core NOMAD System, a low-profile head harness designed to securely mount night vision and visual augmentation systems without a traditional helmet, aimed at Special Operations Forces, Close Combat Forces, and law enforcement operating in challenging environments. This launch highlights Gentex’s push beyond its core automotive-oriented portfolio into specialized defense and tactical equipment, potentially broadening its role in mission-critical...

If you are wondering whether Energizer Holdings is a potential bargain or a value trap at around US$20.68 per share, you are in the right place. The stock has had a mixed run, with a 4.4% decline over the last 7 days, a 1.0% gain over 30 days, a 3.8% gain year to date, a 38.4% decline over 1 year and a 48.0% decline over 5 years. These price moves sit against a backdrop of ongoing interest in the household products space. Investors often look for consistent cash generation and resilient...

Without a specific news headline driving attention today, United Community Banks (UCB) still offers plenty for investors to examine, from its recent share performance to its current earnings profile as a regional lender. See our latest analysis for United Community Banks. At a recent share price of US$33.86, United Community Banks has seen a 4.31% 1 month share price return and a 13.02% 3 month share price return. Its 1 year total shareholder return sits at 7.25% and its 5 year total...

If you are wondering whether Coterra Energy's current share price lines up with its underlying worth, you are not alone. This article focuses squarely on what the numbers suggest about value. Coterra's recent share performance has been mixed, with a 3.6% gain over the last 7 days, a 0.8% decline over 30 days, and a year-to-date return of a 3.3% decline, on top of a 9.7% decline over the last year, set against longer term returns of 12.3% over 3 years and 78.7% over 5 years. Investors have...

Sherwin-Williams has in the past been awarded a US$127.5 million global contract, running from 2026 over five years, to supply paints, coatings, solvents, preservation products, and associated engineering and technical services following a competitive bidding process. This global agreement underlines the company’s ability to win large, multi-year supply deals that can enhance revenue visibility and support its service-led offerings. Now we’ll examine how this long-term global supply contract...

Earlier this month, Teleflex Incorporated announced the immediate departure of Chairman, President and CEO Liam Kelly, appointing long-time director Stuart Randle as Interim President and CEO and naming Dr. Stephen Klasko as Chairman, while also trimming its preliminary 2025 revenue outlook to about US$3.27 billion–US$3.28 billion due to softer demand and order delays. These sudden leadership changes, paired with reduced revenue expectations and a securities law investigation, raise fresh...

If you are wondering whether Cleveland-Cliffs is offering genuine value at its current price, this article walks through the key numbers that matter for you as a shareholder or potential investor. The stock last closed at US$14.00, with returns of 9.7% over 7 days, 8.3% over 30 days, 2.9% year to date, 36.3% over 1 year, and longer term returns of a 33.2% decline over 3 years and a 14.6% decline over 5 years, which can signal changing expectations around both opportunity and risk. Recent...