U.S. Software Stock News

Wondering whether Alnylam Pharmaceuticals at around US$295.91 is offering fair value right now, or if the price is running ahead of the story? This article breaks down what the numbers suggest. The stock has seen mixed returns with a 4.4% decline over the last 7 days and a 7.4% decline over 30 days, but it is still up 14.5% over 1 year, 43.6% over 3 years and 122.6% over 5 years. Recent headlines have focused on Alnylam Pharmaceuticals' role in RNA interference based therapies and how its...

Suburban Propane Partners, L.P. has reported past second-quarter 2026 results, with revenue of US$551.21 million and net income of US$137.54 million, compared with revenue of US$587.66 million and net income of US$137.12 million a year earlier. For the first six months of the fiscal year, the partnership generated lower revenue of US$921.59 million but higher net income of US$183.32 million than the prior-year period, indicating improved profitability despite softer sales. With first-half...

Recent performance snapshot and business overview Ciena (CIEN) has drawn investor attention after a month return of about 20% and a very large past 3 months move, prompting fresh questions about how its current valuation lines up with its fundamentals. The company focuses on network technology, with US$5,124.289m in annual revenue and US$229.049m in net income. It serves network operators across the Americas, EMEA, and Asia Pacific through multiple hardware, software, and services...

For investors considering whether Lyft at US$14.16 offers potential value or additional risk, this article explains what the current price might imply. Lyft's stock has returned 0.1% over the last week and 2.8% over the last month, while the year to date return is a 28.4% decline and the 1 year return is 8.9%. Taken together, these figures highlight changing views on its potential and risks. Recent coverage of Lyft has focused on how the company is positioned within transportation and ride...

Cloudflare announced plans to cut over 1,100 jobs, about 20% of its global workforce. The company is restructuring to pursue an agentic AI first operating model. The reduction follows what Cloudflare described as strong first quarter results. For investors tracking NYSE:NET, this move comes with the stock at $256.79 and what the company described as very large three-year and multi-year returns, including 25.3% over the past week and 31.0% year to date. The decision to reshape operations at...

In the past quarter, Air Products and Chemicals, Inc. reported second-quarter 2026 sales of US$3,171.8 million and net income of US$710.4 million, marking a return to profit from a very large net loss a year earlier. Beyond the headline earnings rebound, Air Products' largest-ever semiconductor investment with Samsung in South Korea underscores how its gas infrastructure is increasingly tied to advanced electronics manufacturing. We’ll now examine how this sharp earnings recovery, alongside...

Investors may be wondering whether Expedia Group at around US$252.79 is still offering value after a strong run, or whether the easier part of the opportunity has already passed. The stock has returned 1.8% over the last 7 days and 12.7% over the last 30 days, while the 1 year and 3 year returns are 50.8% and 180.0% respectively, with a year to date return showing a 10.7% decline. Recent headlines have focused on Expedia Group's position in online travel, including its product mix across...

Why Target (TGT) Is Back On Investors’ Radar Target (TGT) is drawing fresh attention after recent share price moves, with the stock showing mixed short term performance but a stronger picture over the past year, prompting investors to reassess its valuation and fundamentals. See our latest analysis for Target. Recent trading has been choppy, with a 1 day share price return of 3.31% decline and a 7 day return of 2.98% decline, but a 30 day gain of 5.32% and year to date share price return of...

Q1 earnings turnaround and shareholder returns in focus Ryan Specialty Holdings (RYAN) moved from a net loss to a net profit in the first quarter of 2026, with higher revenue, fresh buybacks, and an affirmed quarterly dividend drawing investor attention. See our latest analysis for Ryan Specialty Holdings. Despite the Q1 turnaround, momentum in Ryan Specialty Holdings' share price has been weak. A 1-day share price return of 7.89% contrasts with a 37.34% year to date share price decline and a...

In late April and early May 2026, Gilat Satellite Networks Ltd. disclosed a multimillion order from India’s Nelco for its SkyEdge IV Ka-band platform and another order of over US$7,000,000 via a prime contractor to supply Wavestream EnduroStream solid-state power amplifiers to the U.S. Department of War, with deliveries scheduled over 12 to 24 months. These wins expand Gilat’s footprint in both commercial broadband and defense, reinforcing demand for its high-throughput satellite platforms...

WaFd, Inc. recently reported past Q2 2026 results showing net income of US$65.6 million on US$27.60 billion in assets, alongside an improved 2.81% net interest margin and continued dividends and share repurchases. The bank also highlighted strong credit protection with allowance for credit losses covering 163% of non-performing loans, underlining a focus on balance sheet resilience as it contends with deposit competition and higher funding and operating costs. Next, we’ll examine how WaFd’s...

NCR Voyix (VYX) Q1 2026 headline numbers NCR Voyix (VYX) opened 2026 with Q1 revenue of US$606 million and a basic EPS loss of US$0.04, setting a very different tone from the trailing twelve month EPS of US$0.30 that reflects a recent turn to profitability. Over recent quarters, revenue has moved between US$617 million in Q1 2025 and US$720 million in Q4 2025, while EPS has swung from a loss of US$0.17 in Q1 2025 to a profit of US$0.50 in Q4 2025 before slipping back into a small loss this...

What Marqeta’s Recent Performance Signals for Investors Marqeta (MQ) has drawn attention after recent trading, with the stock closing at US$4.19 and showing mixed moves over the past week, month, and past 3 months, alongside annual revenue of US$651.609m and net income of US$2.169m. See our latest analysis for Marqeta. Recent trading presents a mixed picture for momentum, with a 1 day share price return of 1.33% and a 30 day share price return of 5.01%. However, the year to date share price...

Celldex Therapeutics (CLDX) stock snapshot Celldex Therapeutics (CLDX) has drawn fresh attention after recent trading moves, with the stock showing a 6.3% gain over the past month and a 40.2% return in the past 3 months. See our latest analysis for Celldex Therapeutics. Despite a 3.1% one day share price pullback to US$33.32, Celldex’s recent 30 day share price return of 6.3% and 90 day share price return of 40.2% point to building momentum. The 1 year total shareholder return of 70.7% shows...

ATI stock overview ATI stock (ATI) has been moving without a specific headline event, so investors are focusing on the company’s core role in specialty materials and complex components across aerospace, defense, energy and industrial end markets. See our latest analysis for ATI. ATI’s recent share price pullback of 1.47% over the last day sits against a strong backdrop, with a 30-day share price return of 10.44% and a very large 5-year total shareholder return of 620.37%. This suggests...

Onterris (ONT) opened 2026 with Q1 revenue of US$168.5 million and a basic EPS loss of US$0.35, alongside net income excluding extra items of a US$12.7 million loss, putting fresh numbers behind a stock trading at US$17.45. The company has seen quarterly revenue move from US$177.8 million in Q1 2025 to US$189.1 million in Q4 2024 and US$168.5 million in Q1 2026, while basic EPS has swung from a US$0.64 loss in Q1 2025 to gains of US$0.48 and US$0.24 in mid 2025 before returning to recent...

Paycom Software (PAYC) opened 2026 with Q1 revenue of US$571.9 million and basic EPS of US$3.05, while trailing twelve month revenue stood at US$2.1 billion and EPS at US$8.61, setting a clear benchmark for its recent performance. Over recent quarters, the company has seen revenue move from US$530.5 million in Q1 2025 to US$571.9 million in Q1 2026, with basic EPS shifting from US$2.49 to US$3.05. This gives investors a straightforward view of how the top line and EPS have tracked together...

Recent performance snapshot WEC Energy Group (WEC) has drawn attention after a recent share price pullback, with the stock showing a 1% decline over the past day and a 4.4% decline over the past week. See our latest analysis for WEC Energy Group. While the recent 7 day share price return of negative 4.4% has taken some heat out of the move, the year to date share price return of 5.9% and 1 year total shareholder return of 8.0% point to steadier long term momentum. If this utility stock has...

MGM Resorts International recently reported past first-quarter 2026 results, with revenue rising to US$4.45 billion while net income eased to US$125.14 million and diluted EPS from continuing operations slipped to US$0.48. Alongside these mixed earnings, MGM continued to return cash to shareholders through buybacks and saw digital and MGM China units drive record net revenues even as higher operating costs weighed on profitability. We’ll now examine how this combination of revenue growth and...

Vera Therapeutics, Inc. reported first-quarter 2026 results, posting a net loss of US$121.03 million, compared with US$51.69 million a year earlier, with basic and diluted loss per share from continuing operations rising to US$1.69 from US$0.81. The sharp year-on-year increase in both total net loss and per-share loss highlights how the company’s cost and investment profile has shifted over the past year. We’ll now explore how this widening quarterly net loss shapes Vera Therapeutics’...

VICI Properties Inc. reported first-quarter 2026 results with revenue of US$1.02 billion, net income of US$872.39 million, and basic earnings per share of US$0.82, while also lifting full-year AFFO guidance. Alongside these earnings, VICI accelerated portfolio expansion by acquiring Golden Entertainment’s seven Nevada casino real estate assets and the Deerfoot Inn & Casino, and committing about US$1.5 billion to mezzanine lending. We’ll now examine how VICI’s raised AFFO outlook and...

If you are wondering whether Astec Industries at around US$53 is still sensibly priced or starting to look stretched, you are not alone. The stock has seen an 18.5% decline over the last 7 days and a 4.3% decline over the last 30 days, yet it is still up 18.8% year to date and 36.6% over the past 12 months. This can change how you think about both risk and opportunity. Recent news coverage has focused on how Astec Industries is positioned within the broader capital goods sector and how its...

Corteva (NYSE:CTVA) has branded its upcoming seed and genetics spinoff as Vylor, marking a key step toward separating into two focused agricultural companies. The company has also finalized a comprehensive litigation settlement with Bayer, which includes expanded licensing opportunities tied to Corteva's technology portfolio. The settlement and new branding move come as Corteva continues to reshape its business around distinct seed and crop protection platforms. Corteva's recent moves...

The recent earnings posted by Imperial Petroleum Inc. ( NASDAQ:IMPP ) were solid, but the stock didn't move as much as...