U.S. Software Stock News

Mercury Systems recently reported fiscal second-quarter 2026 results, with sales rising to US$232.87 million and net loss narrowing to US$15.1 million compared with the prior year period. Beyond the headline beat on revenue and adjusted earnings, the company’s record backlog approaching US$1.50 billion underscores strong order inflows and program momentum across areas like space and advanced air mobility. We’ll now explore how these better-than-expected results and record backlog shape...

Why Blue Bird Stock Is On Investors’ Radar Blue Bird (BLBD) has drawn fresh attention after a period of strong share performance, with the stock up 12.1% over the past month and 2.1% over the past 3 months. See our latest analysis for Blue Bird. The recent 12.2% year to date share price return, alongside a 45% total shareholder return over the past year and very large 3 year gains, points to momentum that reflects changing expectations around Blue Bird’s growth prospects and risks at a share...

If you are wondering whether Madrigal Pharmaceuticals' current share price reflects its true worth, this article will walk through what the numbers are saying about value. The stock last closed at US$482.45, with a 7 day return of a 3.6% decline, a 30 day return of an 18.8% decline and a year to date return of an 18.8% decline, while the 1 year return sits at 49.4%, the 3 year return at 75.4% and the 5 year return at 285.3%. Recent attention on Madrigal Pharmaceuticals has centered on...

Moog Inc. reported strong first-quarter 2026 results on January 30, 2026, with sales rising to US$1,100.35 million and net income increasing to US$78.85 million, alongside higher earnings per share, a raised full-year sales outlook to US$4.3 billion, and a quarterly dividend lifted to US$0.30 per share. These moves, combined with the completion of a multi-year share repurchase program and ongoing confidence in aerospace and defense demand, signal management’s willingness to return cash to...

Cogent Biosciences (COGT) recently reported two closely linked FDA milestones for its lead cancer therapy, and those regulatory updates are now central to how many investors are thinking about the stock. See our latest analysis for Cogent Biosciences. The FDA’s Breakthrough Therapy Designation and Real-Time Oncology Review decision arrived after a period of very strong market interest, with the share price at $37.28 and a 90 day share price return of 158.53%. The 1 year total shareholder...

Enphase Energy (NasdaqGM:ENPH) is progressing its DC based IQ Bidirectional EV Charging Platform, with global pilot demonstrations and validation in the US and key European markets. The platform is being developed to support EV charging, home backup power and potential future grid services. The company is targeting volume production of the IQ Bidirectional EV Charging Platform beginning in late 2026. For you as an investor, this move extends Enphase Energy beyond its core residential solar...

If you are wondering whether Incyte's current share price lines up with its underlying worth, you are not alone. This article is designed to help you connect the dots between price and value. Incyte's share price recently closed at US$100.92, with returns of a 2.5% decline over 7 days, a 0.5% decline over 30 days, a 0.5% decline year to date, and a 36.2% gain over the past year, which hints at shifting expectations about the stock. Recent headlines around Incyte have focused on the company's...

Garmin (NYSE:GRMN) has introduced the Varia RearVue 820 radar tail light for cyclists. The product adds vehicle tracking, dynamic threat level alerts, and customizable lighting modes focused on rider safety. The launch expands Garmin's cycling safety technology lineup within its fitness and outdoor segment. For investors watching Garmin, the Varia RearVue 820 sits squarely in the company’s core fitness and outdoor business, where connected devices and safety features are an important part...

Byline Bancorp, Inc. reported past fourth-quarter 2025 results with net interest income of US$101.26 million and net income of US$34.52 million, alongside a 20% increase in its quarterly dividend to US$0.12 per share. The company also completed a share repurchase program and reduced net loan and lease charge-offs, highlighting capital return to shareholders while maintaining asset quality. Next, we'll examine how the earnings beat and dividend increase affect Byline Bancorp's investment...

Key Insights Given the large stake in the stock by institutions, Ambarella's stock price might be vulnerable to their...

New Oriental Education & Technology Group recently reported past second-quarter fiscal 2026 results showing higher sales and net income, issued revenue guidance projecting further year-over-year growth for the third quarter and full year, and completed a US$86.3 million repurchase of 1,600,000 shares representing 1.01% of its share base. The combination of improving profitability, management’s outlook for continued revenue expansion, and capital returned through completed buybacks highlights...

Why Arcellx Stock Is Back in Focus After New CAR T Data Arcellx (ACLX) is back on investors’ radar after late breaking data on its D Domain binder in anitocabtagene autoleucel was accepted for presentation at the 2026 Tandem Meetings. The abstract centers on preclinical comparisons of different BCMA targeted CAR T constructs, highlighting how binder design may affect specificity, safety signals, and cytokine release in multiple myeloma treatment. For investors, this development relates less...

If you are wondering whether Champion Homes is starting to look like value after a weak share price patch, this article will walk through what the current price might be implying about the business. The stock last closed at US$76.03, with returns of an 11.8% decline over 7 days, a 10.5% decline over 30 days, a 10.5% decline year to date, but a 10.5% gain over 3 years and an 81.1% gain over 5 years. This mix of short term weakness and longer term gains can leave investors questioning whether...

UnitedHealth Group (NYSE:UNH) is under Department of Justice investigation over its Medicare billing practices. Regulators are scrutinizing how the company handles Medicare Advantage payments and related coding activity. Proposed Medicare Advantage rates for 2027 include a near-zero increase, pressuring economics across the program. New Department of Labor rules call for extensive transparency from Pharmacy Benefit Managers that work with employers. For a company as large and diversified as...

Scholar Rock Holding's Chief Scientific Officer has executed multiple insider share sales under a pre-arranged 10b5-1 trading plan. The transactions come as the company readies apitegromab, its muscle-targeted treatment, for potential launch in the U.S. and Europe pending regulatory approvals. The timing links leadership share activity with a period of important commercialization preparations for the company. Scholar Rock Holding (NasdaqGS:SRRK) is drawing fresh attention as insider trading...

China Yuchai International recently reported that its earnings grew 29% over the past year, outpacing the broader machinery industry while advancing investments in new energy solutions and OEM partnerships. An interesting aspect of this update is the company’s balance sheet strength, with cash exceeding total debt, which may support ongoing technology investments. Next, we’ll examine how this combination of earnings growth and new energy investment shapes China Yuchai International’s broader...

Why Laureate Education is on investors’ radar today Laureate Education (LAUR) has drawn fresh attention after recent trading data highlighted its share performance over the past month and past 3 months, prompting investors to reassess the higher education provider’s current valuation. See our latest analysis for Laureate Education. The recent 90 day share price return of 12.17%, alongside a 1 year total shareholder return of 78.19% and very large 5 year total shareholder return, suggests...

American Express completed several large fixed income offerings totaling over $3.5b in recent days. The capital raise coincides with a company focus on premium card growth and a shift in marketing toward higher end and younger customers. Leadership is emphasizing long term premium positioning while seeking to attract younger, high spend clients. American Express (NYSE: AXP) is currently trading at $349.63, with the share price up 11.9% over the past year and 193.2% over the past five years...

CleanSpark reported unaudited January 2026 production of 573 bitcoin, with an average daily output of 18.47 and a peak day of 21.77, ahead of first-quarter results due on February 5. Amid a shift toward capital-intensive AI and high-performance computing data centers and greater use of options on its bitcoin holdings, the company’s higher leverage is drawing closer scrutiny of liquidity and risk management. Next, we’ll examine how heightened capital intensity in AI and high-performance...

In late January 2026, Credo Technology Group Holding introduced its Blue Heron 224G AI scale-up retimer, built on a 3nm process to extend 224G cable and backplane links across UALink, ESUN, and Ethernet in AI data centers. This product, alongside a new patent license and mutual covenant agreement with 3M on active electrical cable technology, underlines Credo’s push to become core connectivity infrastructure for hyperscale AI workloads. We’ll now examine how the Blue Heron launch and its...

Berkshire Hathaway, now led operationally by Greg Abel, is reported to be considering a sale of its sizeable stake in Kraft Heinz. Any move by Berkshire would mark a shift from Warren Buffett’s long standing approach to the investment and could reshape Kraft Heinz’s ownership profile. The potential exit follows earlier board changes at Kraft Heinz and past public comments from Buffett about the investment’s challenges. Kraft Heinz (NasdaqGS: KHC) last closed at $23.87, with the share price...

D.R. Horton, along with other large U.S. homebuilders, is working on a proposal to build nearly a million entry level "Trump Homes." The plan focuses on addressing housing affordability through new ownership pathways backed by private capital. The initiative targets first time and lower income buyers who face barriers to traditional homeownership. D.R. Horton (NYSE:DHI), one of the largest U.S. homebuilders, is stepping into the affordability debate with this large scale concept at a time...

Investors may be wondering whether Selective Insurance Group is attractively priced right now or if the recent attention has moved it away from a fair entry point. The stock last closed at US$86.82, with returns of 7.7% over the past week, 4.0% over the last month, 4.0% year to date, 6.0% over 1 year, negative 11.6% over 3 years, and 41.6% over 5 years, which gives a mixed picture of recent and longer term performance. Recent news coverage around Selective Insurance Group has centered on its...

Multiple open market share sales by Harmony Biosciences Holdings (HRMY) Chief Financial Officer Sandip Kapadia, culminating in a full exit from direct equity ownership, have put the company’s insider activity firmly in focus for investors. See our latest analysis for Harmony Biosciences Holdings. The recent insider sales have landed against a mixed performance backdrop, with the share price at US$37.48 and a 90 day share price return of 19.55% contrasting with a 1 year total shareholder...