U.S. Software Stock News

If you are wondering whether SLB is still attractively priced or if the easy gains are behind it, this article walks through what the current share price might be implying about future expectations. SLB shares closed at US$48.52, with returns of 3.3% over the last week, 26.6% over the last month, 20.7% year to date, and 20.2% over the last year, while the 3 year return sits at a 7.0% decline and the 5 year return at 147.7%. Recent price moves sit against a backdrop of ongoing interest in...

Why a cybersecurity talk in Davos matters for a tanker owner International Seaways (INSW) is on investor radar after its Global CISO, Amit Basu, appeared at the Global Cyber Future Dialogue in Davos, spotlighting cybersecurity risks in the tanker shipping business. See our latest analysis for International Seaways. The Davos appearance comes at a time when momentum in International Seaways’ shares has been strong, with a 30 day share price return of 19.09% and a 1 year total shareholder...

In January 2026, Clorox introduced Clorox PURE Allergen Neutralizer, a plant-based line of daily air and fabric sprays designed to neutralize common indoor allergens like pollen, dust mite matter and pet dander before they trigger reactions. This launch extends Clorox’s reach beyond traditional cleaning into everyday home wellness, targeting year-round allergy management with allergen-free fragrances and fabric-safe formulations. We’ll now examine how this move into wellness-oriented...

BankUnited (BKU) closed out FY 2025 with fourth quarter revenue of US$262.6 million and basic EPS of US$0.91, while trailing twelve month revenue came in at just over US$1.0 billion with EPS of US$3.55 and net income of US$268.4 million. Over the past year, revenue has moved from US$958.3 million to US$1,025.3 million on a trailing twelve month basis, with EPS rising from US$3.10 to US$3.55 as net income climbed from US$228.4 million to US$268.4 million, signalling firmer profitability and...

AbbVie (NYSE:ABBV) reported positive Phase 3 EPCORE DLBCL-1 results for epcoritamab as a monotherapy in relapsed or refractory diffuse large B-cell lymphoma. The Phase 3 data showed improvement in progression-free survival for patients with limited treatment options. AbbVie also entered an exclusive licensing agreement with RemeGen for RC148, a first in class PD-1/VEGF-targeted bispecific antibody for solid tumors. AbbVie is a large biopharmaceutical company with a significant focus on...

Why Regions Financial Is On Investors’ Radar Today Regions Financial (RF) has caught investor attention after a recent move in its share price, with the stock closing at $28.65. That shift has some shareholders reassessing how its current valuation lines up with fundamentals. See our latest analysis for Regions Financial. The latest 3.7% 1 day share price return builds on an 18.9% 90 day share price return and a 22.9% 1 year total shareholder return, pointing to momentum that has been gaining...

Northpointe Bancshares (NPB) has rounded out FY 2025 with fourth quarter revenue of US$67.8 million and basic EPS of US$0.53, while trailing 12 month revenue reached US$239.6 million and EPS came in at US$2.14 on net income of US$71.6 million. The company has seen revenue move from US$42.4 million and EPS of US$0.34 in the fourth quarter of 2024 to US$67.8 million and EPS of US$0.53 in the fourth quarter of 2025, setting the scene for a discussion that centers on how its expanding net profit...

Mettler-Toledo International (MTD) has drawn fresh investor attention after appointing former STERIS CFO Michael J. Tokich to its Board, alongside recent commentary highlighting confidence in its growth, margins, automation and digitalization exposure. See our latest analysis for Mettler-Toledo International. At a share price of $1,442.93, Mettler-Toledo International has a 1-day share price return of 2.80% and a 1-year total shareholder return of 8.93%, pointing to steady but not runaway...

Nike recently detailed sweeping regional leadership changes and progress on its “Win Now” turnaround, including new heads for EMEA and Greater China and a renewed push into sport-led product innovation and wholesale partnerships. Beyond personnel shifts, the company is attempting a cultural reset by organizing teams around specific sports and linking faster innovation cycles directly to athlete and competition moments. We’ll now examine how Nike’s “Win Now” turnaround focus on sport-centric...

Why Broadcom’s AI contracts are back in focus Broadcom (AVGO) is back on many investors’ watchlists after a run of sizeable AI chip and networking wins with Alphabet, OpenAI, Meta, and Apple, as well as growing software exposure through VMware. Those contracts, along with increasing attention from large Wall Street firms, are reshaping how the market views Broadcom’s role in the buildout of global AI infrastructure and the risks associated with that exposure. See our latest analysis for...

FVCBankcorp (FVCB) closed out FY 2025 with fourth quarter total revenue of US$16.9 million and basic EPS of US$0.31, setting the tone for how investors will read the full year. The company reported quarterly revenue of US$15.4 million in Q4 2024 and US$16.9 million in Q4 2025, while basic EPS over the same quarters moved from US$0.27 to US$0.31, giving a clear sense of the recent top and bottom line run rate. With trailing twelve month net income at US$22.1 million and margins in the low 30s,...

Bank of America (BAC) has been in focus after approving regular cash dividends across multiple preferred stock series, a move that highlights how the bank is using its capital structure to serve different types of income investors. See our latest analysis for Bank of America. At a share price of US$52.07, Bank of America’s 30 day share price return of a 6.82% decline contrasts with a 1 year total shareholder return of 16.35% and a 5 year total shareholder return of 96.96%. This suggests...

FDA approved Altria Group's on! Plus nicotine pouches for sale in the United States. The authorization covers a newer version of the on! brand within Altria's smoke free product lineup. This decision adds another regulated nicotine alternative to Altria's portfolio alongside its traditional cigarette business. For investors watching NYSE:MO, this FDA decision comes during a period of tight regulation for tobacco and nicotine products. Altria generates a large share of its revenue from...

Nu Holdings (NU) just announced a multi year partnership with the Mercedes AMG PETRONAS F1 Team, tying its digital banking brand to Formula 1 as it prepares for broader international expansion. See our latest analysis for Nu Holdings. Nu’s recent announcements on AI, new banking licenses and the Mercedes F1 tie up arrive against a backdrop of steady momentum, with a 90 day share price return of 8.43% and a 1 year total shareholder return of 43.79% from a share price of US$17.24, alongside a...

Travere Therapeutics recently reported that the FDA has extended its review of the supplemental New Drug Application for FILSPARI in focal segmental glomerulosclerosis (FSGS), setting a new PDUFA action date of April 13, 2026, after the company submitted additional data to better characterize clinical benefit. The extension keeps FILSPARI under active regulatory review for what could become the first approved pharmacologic treatment for FSGS, a rare kidney disorder with no current...

How MakeMyTrip's Latest Numbers Set the Stage for the Current Market Story MakeMyTrip (NasdaqGS:MMYT) has posted Q3 2026 revenue of US$295.7 million with basic EPS of US$0.07, setting a fresh marker for investors assessing the travel platform's earnings trajectory. The company has seen quarterly revenue move from US$210.99 million in Q2 2025 to US$295.7 million in Q3 2026, while basic EPS has ranged from US$0.16 in Q2 2025 to US$0.07 in the latest quarter, including a loss of US$0.06 per...

In January 2026, Alibaba Group Holding formed a 250 million yuan joint venture with China National Nuclear Power and partners to secure electricity for its rapidly expanding AI data centers. This move underscores how AI growth is increasingly tied to long-term access to stable, low-carbon power, blurring the line between technology and energy infrastructure investment. Next, we’ll examine how Alibaba’s push to lock in nuclear-backed power for AI infrastructure shapes the company’s investment...

Why Jefferies’ latest bond moves matter for stock investors Jefferies Financial Group (JEF) has just completed a large fixed income offering, including US$1.5b of 5.500% senior notes due 2036. This provides the firm with fresh capital for general corporate purposes. At the same time, an analyst upgrade from UBS, tied to expectations for higher returns on tangible equity, has pushed Jefferies back onto many investors’ radar as they reassess the stock’s risk and return profile. See our latest...

Greenbrier Companies (GBX) is back on investor radar after a recent update highlighted higher railcar deliveries, fresh orders from key leasing customers, and tight backlog management in a mixed rail market. See our latest analysis for Greenbrier Companies. The recent update on railcar deliveries and orders comes after a period where short term momentum has been building, with a 30 day share price return of 7.85% and a 90 day share price return of 10.66%, even though the 1 year total...

Intel stock snapshot after recent performance Intel (INTC) has drawn fresh attention after a strong run over the past month and past 3 months, prompting investors to reassess how recent returns align with its current fundamentals. See our latest analysis for Intel. At a share price of $54.25, Intel’s recent rally has been sharp, with an 11.72% 1 day share price return and a 49.16% 30 day share price return sitting alongside a 148.17% 1 year total shareholder return. Together, these figures...

Host Hotels & Resorts recently reported a strong third-quarter 2025 performance, significantly beating earnings per share expectations and reinforcing confidence in its operations. The company also priced a US$400 million senior notes offering due in 2028, highlighting continued access to capital markets and financial flexibility. We’ll now explore how the strong quarterly earnings beat shapes Host Hotels & Resorts’ investment narrative and potential risk-reward profile. Trump has pledged...

Why Walker & Dunlop stock is back on investors’ radar Walker & Dunlop (WD) has been active in multifamily capital markets, arranging US$96.7 million in financing to recapitalize three newly built Class A communities totaling 640 units in Louisville, Kentucky. For investors watching deal flow and lender relationships, this kind of recapitalization work can be a useful indicator of how Walker & Dunlop is participating in large, institutionally financed projects. See our latest analysis for...

IonQ (IONQ) is back in focus after a run of company specific milestones, including an expanded QuantumBasel partnership worth over US$60 million through 2029 and a world record 99.99% 2 qubit gate fidelity. See our latest analysis for IonQ. The latest milestones come after a stretch of weaker momentum, with the 30 day share price return at a 10.27% decline and the 90 day share price return at an 18.60% decline, even as the 1 year total shareholder return sits at 14.96% and the 3 year total...

Event driven update on Kimbell Royalty Partners Kimbell Royalty Partners (KRP) is back in focus after its latest quarterly update showed higher revenue than a year ago along with lower net profit, keeping Bank of America Securities’ cautious stance in the spotlight for investors. See our latest analysis for Kimbell Royalty Partners. The shares are trading at US$12.59 after a 1 day share price return of 2.69%, with a 30 day share price return of 9.29%, a 1 year total shareholder return of...