U.S. Software Stock News

Earnings rebound and buyback completion draw investor focus Daktronics (DAKT) has returned to profitability in its latest quarter and over the past nine months, while also completing a multi year share repurchase program. This provides investors with fresh information to reassess the stock. See our latest analysis for Daktronics. Even with the return to profitability and completion of a multi year buyback, Daktronics’ recent share price performance has cooled, with a 30 day share price return...

Wingstop (WING) has expanded its share repurchase program by US$300 million to a total of US$1.05 billion, putting capital returns in sharper focus as the company manages moderating sales growth and higher industry costs. See our latest analysis for Wingstop. The share repurchase expansion comes after a mixed stretch for investors, with a 1-year total shareholder return decline of 4.59% and a 5-year total shareholder return of 63.80%. Recent 30-day and year-to-date share price returns have...

Snap Inc. recently appeared at the NVIDIA GTC AI Conference 2026 at the San Jose McEnery Convention Center in California, highlighting its work in artificial intelligence. This participation places Snap alongside leading AI players and may draw attention to how its AI capabilities support products, engagement, and advertiser tools. Next, we will examine how Snap’s upcoming AI-focused presentation at NVIDIA GTC could influence the company’s broader investment narrative. Find 49 companies...

Yelp recently acquired Hatch, an AI-powered lead management and customer communication platform, and expanded its data licensing business by signing agreements with AI firms such as Perplexity AI and OpenAI to monetize its extensive local business content. These moves signal Yelp’s push to build a broader software and data platform for local businesses, reducing reliance on traditional ad products and embedding its data more deeply into emerging AI search and assistant ecosystems. Next,...

V.F (VFC) is scheduled to present at Citi’s 2026 Global Consumer & Retail Conference on March 10 in Florida, providing investors with updated commentary on its recent revenue, cash flow, and capital efficiency trends. See our latest analysis for V.F. At a share price of US$15.96, V.F has seen a 21.4% decline in its 30 day share price return and a 76.4% decline in its 5 year total shareholder return, which points to fading momentum despite the upcoming conference appearance and recent...

Why StepStone Group Stock Is In Focus Now StepStone Group (STEP) is back on investors radar after JPMorgan Chase moved to restrict lending to private credit providers, prompting StepStone to limit fund redemptions and triggering a sharp sector wide selloff. See our latest analysis for StepStone Group. Despite a 4.06% 1 day share price return to US$45.09, StepStone’s 30 day share price return of 20.56% and year to date share price return of 32.31% show momentum has recently faded, even as its...

The Morning Bull - US Market Morning Update Monday, Mar, 16 2026 US stock futures are pointing higher this morning, with contracts tied to the S&P 500 and Nasdaq up around 0.4%, as investors weigh stubborn inflation against a still resilient consumer. The PCE price index, the Federal Reserve’s preferred inflation gauge, rose 0.3% in January and core PCE climbed 0.4%, which means the cost of living is easing more slowly than the Fed’s 2% goal. At the same time, personal spending increased 0.4%...

Putting First Advantage’s recent performance in context With no specific headline event driving attention today, First Advantage (FA) is drawing interest as investors weigh a US$10.87 share price against recent negative returns and the company’s current value score of 4. See our latest analysis for First Advantage. The current US$10.87 share price comes after a 1-day share price decline of 1.72% and a 7-day share price decline of 6.53%, set against a 30-day share price return of 14.54% and a...

In recent days, Novanta has been caught up in a wider market pullback as investors reacted to stagflation concerns linked to the conflict with Iran and higher energy costs, which weighed on risk assets broadly. These pressures have affected sentiment toward the company even though commentators suggest its underlying business outlook and fundamentals remain unchanged. At the same time, analyst opinions on Novanta’s longer-term prospects have not shifted materially, implying that recent...

Recent rate approvals, planned infrastructure spending of US$185 million to US$225 million by 2026, and the Norwalk system acquisition put American States Water (AWR) back in focus for income oriented utility investors. See our latest analysis for American States Water. At a share price of US$75.61, American States Water has delivered a 4.64% year to date share price return. The 1 year total shareholder return is slightly negative at 0.49%, suggesting momentum is improving in the short term...

Korn Ferry recently reported third-quarter fiscal 2026 results showing year-over-year growth in revenue to US$725.04 million and higher net income of US$65.27 million, alongside guidance for fourth-quarter fee revenue of US$730 million to US$750 million and diluted EPS of US$1.34 to US$1.40. The company also approved a 15% increase in its quarterly dividend to US$0.55 per share, signaling confidence in its cash generation while adding former Deloitte U.S. COO Pete Shimer to its board,...

Earnings update and guidance shift Sunbelt Rentals Holdings (SUNB) is back in focus after reporting third quarter results alongside a tighter full year rental revenue outlook, with investors weighing higher revenue against lower net income and the revised 2% to 3% growth range. The company reported third quarter sales of US$2,443 million and revenue of US$2,637 million. Net income for the period was US$290 million compared with US$325 million a year earlier. For the nine months to January 31,...

UL Solutions (ULS) has been drawing attention after recent share price moves, with the stock now around $83.22. Investors are weighing this against the company’s testing, inspection, certification, and software driven advisory model. See our latest analysis for UL Solutions. The recent 18.85% 1 month share price return, alongside a 59.97% 1 year total shareholder return, suggests momentum has been building as investors reassess both growth potential and risk around UL Solutions at its current...

SiTime (SITM) is back on investors’ radar after several research firms reiterated positive views on the stock, pointing to broad-based strength across its business and demand in Communications, Enterprise, and Datacenter markets. See our latest analysis for SiTime. The recent wave of upbeat analyst commentary comes after a sharp pullback, with a 30 day share price return of a 22.39% decline and a 7 day share price return of an 8.48% decline. However, the 1 year total shareholder return of...

Avantor (AVTR) shares dropped about 13.6% after its latest earnings report, where Q4 2025 adjusted EPS of US$0.22 came in 18.5% lower year over year but still topped analyst expectations. See our latest analysis for Avantor. That post earnings drop sits on top of already weak momentum, with a 30 day share price return of 13.8% and a 90 day share price return of 29.2%. At the same time, the 1 year total shareholder return of 52.0% and 3 year total shareholder return of 62.2% point to pressure...

Stagwell Inc. recently filed a US$125.4 million shelf registration for 20,000,000 shares of Class A common stock tied to its ESOP, following full-year 2025 results showing higher sales and net income versus the prior year and an expanded equity buyback authorization to US$725 million through 2029. This comes as Stagwell steps up its AI push with the global launch of Stagwell Search+, an agentic AI search platform built with Assembly and Emberos to help brands compete as large language models...

Strategy (MSTR) has drawn fresh attention after using record sales of its STRC preferred stock and at the market programs to fund the purchase of nearly 18,000 bitcoin, expanding its already sizable treasury position. See our latest analysis for Strategy. The latest bitcoin purchases come after a tough stretch for shareholders, with the share price at US$139.67 and a 1 year total shareholder return decline of 52.54%. However, a very large 3 year total shareholder return indicates that longer...

Without a specific news catalyst, Starwood Property Trust (STWD) still attracts attention as a large commercial real estate focused REIT, with recent returns that differ sharply between the past year and the past 3 years. See our latest analysis for Starwood Property Trust. At a share price of $17.58, Starwood Property Trust has seen modest recent pressure, with a 30 day share price return decline of 2.71%, even as the 3 year total shareholder return of 39.12% points to stronger longer term...

Gaming and Leisure Properties recently arranged a new US$679 million term loan under an amended credit agreement, using the proceeds to fully repay an equivalent amount of bridge revolving loans while keeping its revolving credit commitments intact. By replacing shorter-term bridge financing with a term loan maturing in December 2028 and two six‑month extension options, while also retiring an older term facility without penalties, the REIT has increased its funding visibility and balance...

Earlier this week, SEC filings showed that Cactus President Joel Bender and CEO Scott Bender each sold 136,037 shares, with no offsetting insider purchases reported over the past year. These insider sales landed just as energy markets weakened on lower crude oil and natural gas prices, raising questions about how leadership actions and sector pressures intersect for Cactus’s longer-term story. Next, we will examine how this concentrated insider selling by top executives may influence...

Why Public Service Enterprise Group’s governance move matters for shareholders Public Service Enterprise Group (PEG) has proposed amendments to its Certificate of Incorporation and By-Laws to eliminate supermajority voting requirements at its April 21, 2026 annual shareholder meeting, a governance change many investors watch closely. See our latest analysis for Public Service Enterprise Group. PEG’s share price has been relatively steady, with a 4.75% 90 day share price return and a 3.38%...

The Surface Transportation Board denied Union Pacific's request for an investigation into Canadian Pacific Kansas City's handling of interline intermodal trains on the Meridian Speedway. Regulators indicated that service issues on the corridor linking the U.S. West Coast and Southeast have been resolved. The decision clarified that gateway conditions from a recent rail merger do not apply to this intermodal traffic. The ruling shapes the operational and competitive setting for Union Pacific...

Paramount Skydance, ticker NasdaqGS:PSKY, is in advanced talks to extend its exclusive NFL Sunday football broadcasting agreement. The potential extension would add roughly $1 billion to the contract value and run through the 2033–2034 season. The revised deal is expected to remove a key opt-out clause, tightening the partnership between Paramount Skydance and the NFL. For investors watching media and streaming, this development touches the core of Paramount Skydance's content engine. Live...

What Lincoln National’s Recent Returns Are Signaling Lincoln National (LNC) has drawn investor attention after a rough patch, with the stock showing a 4.1% decline over the past week, about 20% over the past month, and 28% over the past 3 months. See our latest analysis for Lincoln National. Set against the recent pullback, Lincoln National’s 1 year total shareholder return decline of 7.6% and 3 year total shareholder return of 83.5% suggest longer term holders have still seen meaningful...