U.S. Software Stock News

Western Alliance Bancorporation recently disclosed it had filed a lawsuit against Cantor Group V LLC, alleging borrower fraud related to collateral loans, which prompted further scrutiny by external parties. This led Rosen Law Firm to announce an investigation into potential securities claims, reflecting heightened legal and compliance concerns among shareholders and stakeholders. We'll explore how the disclosure of alleged borrower fraud and legal investigations may influence risk factors...

Core Natural Resources (CNR) has named Jimmy Brock as its new chief executive officer, following Paul A. Lang’s tenure. This leadership transition comes in the context of increased analyst optimism and could reshape investor expectations for the company. See our latest analysis for Core Natural Resources. Following the CEO announcement and a wave of upbeat analyst coverage, Core Natural Resources has seen a mix of reactions from the market. While the stock has faced near-term headwinds, with...

In the past week, UGI Corporation reported fourth-quarter earnings that surpassed analyst expectations, alongside recently affirming its quarterly dividend and completing a share repurchase program totaling 4,650,000 shares for US$194.64 million. Operational improvements at AmeriGas and the commissioning of a new LNG facility in Pennsylvania were also highlighted, while the company's President of a subsidiary sold 15,000 shares. These developments underscore UGI's ongoing focus on...

In recent days, multiple analysts issued 'Sell' or 'Strong Sell' ratings for Hertz Global Holdings, reflecting heightened bearish sentiment toward the company's outlook. This wave of negative analyst sentiment is particularly significant, as it emerged even while the broader market was experiencing strength, highlighting company-specific concerns. We'll explore how this shift in analyst opinion may alter Hertz's longer-term investment narrative and perceived risks. We've found 14 US stocks...

On November 25, 2025, the Columbus Crew and Scotts Miracle-Gro announced the expansion of their long-standing partnership, including multi-year stadium naming rights for ScottsMiracle-Gro Field and new community-focused initiatives commencing with the 2026 season. This agreement highlights Scotts Miracle-Gro’s increased commitment to regional youth development through enhanced soccer programs and access to green spaces, while also boosting the company’s visibility in high-traffic...

Amcor recently launched the Amcor Lift-Off Winter 2025/26 Challenge, inviting start-ups globally to present innovative solutions for more sustainable flexible and paper-based packaging, particularly in areas such as home-compostable adhesives, high-performance compostable barriers, and nature-based additives. This initiative highlights Amcor’s ongoing commitment to open innovation and circularity, offering start-ups potential joint development and investment opportunities of up to...

NOV (NOV) has announced that longtime Chairman and CEO Clay Williams will retire. Current President and COO Jose Bayardo will step into the combined Chairman, President, and CEO role starting January 1, 2026. Changes like this at the top executive level always prompt closer looks from investors, especially when the successor comes from within the company. See our latest analysis for NOV. NOV’s share price has climbed 18.9% over the past three months, with momentum picking up despite a modest...

In late November 2025, Mosaic experienced a 16.4% increase in short interest, with 14.44 million shares sold short, now representing 5.18% of its float, which stands well above the average for its peers. This elevated short interest level highlights increased bearish sentiment or expectations of near-term volatility in Mosaic compared to its industry competitors. We'll explore how the rise in Mosaic's short interest may affect the company's risk profile within its current investment...

NextDecade (NEXT) shares are in focus after the company initiated the federal regulatory process to expand its Rio Grande LNG facility with a sixth train and new marine berth, while also securing additional debt financing. See our latest analysis for NextDecade. NextDecade’s recent push to expand its Rio Grande LNG project and secure more flexible debt financing is unfolding against a backdrop of sharp share price swings. Even with promising news, the stock is down nearly 43% in the last...

Valero Energy (VLO) stock is coming off a remarkable stretch, with shares rising around 16% over the past three months and nearly 35% in the past year. Investors are taking notice of recent gains and are evaluating how these gains compare to the company’s fundamentals. See our latest analysis for Valero Energy. After a steady run across the year, Valero Energy’s momentum has picked up sharply. Recent share price gains are catching investors’ attention, and its one-year total shareholder...

In late 2025, Meridian Growth Fund highlighted Ziff Davis, Inc.'s return to organic growth and its enhanced segment-level financial disclosure, which improved transparency for investors. This marked the company’s first period of organic growth in nearly four years and enabled more accurate assessments of its underlying business value. We'll explore how improved financial transparency and renewed organic growth are influencing current views on Ziff Davis's investment narrative. The latest...

Garmin (GRMN) shares edged higher today, gaining just under 1% following routine market moves. While there was no headline event driving today’s action, it offers a chance to assess how the stock has been performing recently. See our latest analysis for Garmin. Garmin’s latest share price of $196.88 reflects some short-term volatility, with a 1-month share price return of -7.97% and a 90-day pullback of -16.90%. Still, when you zoom out, Garmin has delivered a strong 122.06% total shareholder...

Murphy USA reported third-quarter earnings that surpassed forecasts, supported by higher merchandise sales. In addition to these results, the company authorized a $2 billion share repurchase and increased its quarterly dividend by 19%. See our latest analysis for Murphy USA. Murphy USA's positive quarter comes after a transitional stretch for the stock. While the one-month share price return of 7.7% hints at building momentum and recent buy-and-back initiatives signal management’s optimism,...

Kodiak AI, Inc. recently closed its shelf registration dated October 10, 2025, allowing it to offer up to US$1.56 billion in common stock and warrants. This move highlights Kodiak AI's potential focus on capital raising and future investment opportunities, which often signals new projects or expansion plans. We'll explore how this significant fundraising capacity could influence Kodiak AI's investment narrative going forward. The end of cancer? These 29 emerging AI stocks are developing tech...

Patterson-UTI Energy (PTEN) saw its shares tick up after a modest 1% gain in daily trading, catching the attention of investors who are watching for signs of change in the energy sector. The company’s recent returns and business fundamentals are now in focus. See our latest analysis for Patterson-UTI Energy. Patterson-UTI Energy’s latest share price pop comes after a challenging stretch, with the stock down over 31% year-to-date and delivering a total shareholder return of -24.6% across the...

Parker-Hannifin recently reported quarterly results that exceeded analyst expectations, driven by strong organic growth in aerospace, defense, and a rebound in North America's industrial segment. A key takeaway from the report is the company's operational strength across major end-markets, highlighted by positive momentum in both long-cycle aerospace and recovering industrial operations. We'll now explore what these better-than-expected results, especially the surge in aerospace and defense,...

In recent announcements, Jacobs Solutions secured several major projects, including being selected in a joint venture by the Queensland Department of Transport and Main Roads for the Logan and Gold Coast Faster Rail Project, and by El Paso Water to deliver a US$200 million utility infrastructure improvement program near El Paso International Airport and Fort Bliss. An important insight is Jacobs' expanding footprint in advanced infrastructure sectors, such as quantum computing facilities...

IAC recently reported quarterly financial results showing an 8.1% year-on-year revenue decline, missing analysts' revenue and EPS estimates for the period. Regulatory scrutiny of AI-generated content and the transition away from third-party cookies have particularly challenged IAC’s digital media and marketing effectiveness. We'll examine how these operating headwinds and regulatory pressures now impact IAC's investment narrative and growth assumptions. This technology could replace...

FTAI Aviation (FTAI) is attracting investor attention after recent analyst commentary spotlighted several events on the horizon, including an upcoming investor day, FAA approval prospects, and a possible new capital initiative. The company’s strong financial track record adds more interest as investors weigh the outlook and next steps. See our latest analysis for FTAI Aviation. FTAI Aviation’s recent momentum stands out, with the stock boasting a 17.1% year-to-date share price return as...

Ardagh Metal Packaging (NYSE:AMBP) just completed a dual-currency offering of senior secured green notes. The company raised funds for refinancing existing debt and redeeming preferred shares. This move could reshape the company’s capital structure and sustainability profile. See our latest analysis for Ardagh Metal Packaging. The recent refinancing moves arrive as Ardagh Metal Packaging’s share price has built steady momentum. Its year-to-date share price return stands at 27.6%, while the...

Alarm.com Holdings (ALRM) has seen some movement in its stock price recently, prompting investors to take a closer look at the company’s performance and outlook. The stock is coming off a month in which it posted a 4% gain. See our latest analysis for Alarm.com Holdings. Alarm.com Holdings’ recent 1-month share price return of 4.45% has offered some relief after a challenging year, with momentum starting to stabilize despite a 1-year total shareholder return of -20.49%. While short-term...

Wondering if CAVA Group’s stock offers hidden value or if you’re just catching falling knives? You’re not alone, and there is more to the story beneath the ticker symbol. The share price has been volatile, rising 9.0% over the past week after a sharp 5.1% decline in the past month, and remains down 55.7% year-to-date. Recently, news about CAVA Group has focused on its aggressive expansion plans and partnerships with delivery platforms. These developments have excited some investors while...

Garrett Motion (NasdaqGS:GTX) is making waves by expanding its partnership with PTC and adopting advanced cloud-based engineering platforms to upgrade its product development tools. This move highlights Garrett’s commitment to digital transformation and smarter workflows across its global business. See our latest analysis for Garrett Motion. Building on the momentum from its expanding digital initiatives, Garrett Motion’s share price has soared 85.5% year-to-date, with a remarkable 1-year...

Calix (CALX) just saw two events catch investor interest. The company named John Durocher as its new Chief Operating Officer, and CoastConnect announced accelerated adoption of Calix’s AI-driven broadband platform. See our latest analysis for Calix. Calix’s year-to-date share price return stands at an impressive 63%, signaling that investor optimism is building as the company doubles down on AI-driven platforms and strategic leadership changes. Leadership moves and rapid client adoption of...