U.S. Software Stock News

Frontline (NYSE:FRO) caught investor attention this week after reporting third-quarter results that showed both a decline in net profit and revenue. However, the company’s outlook pointed to strengthening market conditions as winter approaches. See our latest analysis for Frontline. Despite a brief pullback after earnings, Frontline’s share price momentum has been hard to ignore lately. The stock is up 12.5% over the past three months and has returned 60% year-to-date. Long-term investors...

In the past week, multiple executives at Amicus Therapeutics, including the CEO, Chief People Officer, Chief Legal Officer, and Chief Development Officer, sold shares under pre-arranged trading plans. These transactions coincided with Amicus Therapeutics reporting third-quarter 2025 financial results that surpassed analyst expectations, driven by higher-than-anticipated sales of its rare disease treatments Galafold and Pombiliti/Opfolda. We’ll examine how the company’s stronger-than-expected...

LuxExperience B.V. recently announced first quarter earnings, reporting sales of €573.5 million compared to €201.7 million a year earlier, but also a net loss of €98.5 million from €23.52 million previously. This sharp increase in sales alongside a much larger net loss highlights the company's ongoing challenge of balancing rapid revenue growth with rising operational costs. We'll assess how this combination of significant revenue expansion and deepening losses may reshape the company's...

First Bancorp (FBNC) caught investor attention after reporting a 16% year-over-year increase in second quarter revenue, which surpassed expectations. This outperformance has sparked discussion about the bank's underlying growth and future prospects. See our latest analysis for First Bancorp. After the strong revenue showing, First Bancorp’s share price gathered momentum and delivered a 1-month share price return of nearly 5%, rising over 18% since the start of the year. While recent gains...

Century Communities, Inc. recently announced the development of Harvest Glen, a new residential community in Davis, California, featuring 11 single- and two-story floor plans, situated near UC Davis, outdoor recreation, and within 15 miles of downtown Sacramento. This expansion targets a prime location with access to academic, lifestyle, and employment amenities, potentially drawing interest from a broad range of homebuyers in the region. We'll explore how the launch of Harvest Glen may...

AvePoint (AVPT) just rolled out AgentPulse, a new AI agent registry designed to help businesses boost security, manage risk, and rein in AI-related costs as agent proliferation grows. The move comes at a time when organizations are navigating increasing challenges related to AI governance and compliance. See our latest analysis for AvePoint. This launch caps a volatile year for AvePoint, whose share price has slipped by 21.8% year-to-date, with a 26.4% total shareholder return loss over the...

Earlier this week, two major shareholders of Alphatec Holdings, Jennifer N. Pritzker and Squadron Capital Holdings LLC, each sold 250,000 shares worth a combined US$10.32 million following the company’s strong third-quarter 2025 earnings that featured 30% year-over-year revenue growth and a positive earnings per share surprise. A key takeaway is that the company’s robust performance in surgical and imaging technology segments drew increased attention from analysts, who maintained...

In the past four weeks, First Advantage saw a rise in analyst optimism as earnings estimates were collectively revised higher across Wall Street. This heightened analyst consensus offers a clear indication of increasing confidence in First Advantage's near-term business outlook among professional forecasters. Given this stronger alignment among analysts, we'll explore how an increased focus on near-term earnings expectations could impact First Advantage's overall investment narrative. We've...

Crown Holdings (CCK) is shaking up its capital structure with a new exchange offer for $700 million in senior notes, along with updates to its tender offer for outstanding debentures. Moves like these often draw investor attention for good reason. See our latest analysis for Crown Holdings. Crown Holdings has seen its share price drift higher this year, with a nearly 19% gain year-to-date. The one-year total shareholder return sits at just over 6%. The recent debt moves may signal that the...

Invivyd (IVVD) has caught investor attention after revealing a new monoclonal antibody candidate targeting RSV prevention for infants and children. This scientific milestone builds on the company’s pipeline momentum and ongoing advances in infectious disease therapeutics. See our latest analysis for Invivyd. Invivyd’s recent advancements, notably with its RSV antibody nomination and FDA emergency use authorization for another candidate, have driven market sentiment higher. The stock’s 30-day...

General American Investors Company (GAM) caught investor attention after CEO Jeffrey W Priest and director Spencer Davidson each purchased thousands of shares in the company’s preferred stock. Insider buying such as this often sparks curiosity about management’s view on future prospects. See our latest analysis for General American Investors Company. General American Investors Company’s share price recently pulled back, but the 16% year-to-date price return and an impressive 27.7% total...

Alkermes (ALKS) gained attention after its third quarter earnings surpassed consensus expectations. Sales growth from Vivitrol, Aristada, and Lybalvi contributed to this performance. The company also raised its outlook for 2025 revenues. See our latest analysis for Alkermes. Alkermes’ upbeat third quarter results and guidance boost have kept investor attention on its growth potential, even as the company prepares to acquire Avadel Pharmaceuticals early next year. The momentum from a 16%...

VNET Group, Inc. announced its third quarter 2025 results earlier this month, reporting sales of CNY 2.58 billion, up from CNY 2.12 billion a year ago, but posting a net loss of CNY 307.04 million compared to net income in the prior year period. Management raised its full-year revenue outlook, citing continued strength in wholesale data center and AI-related business as a significant driver for future performance. We'll examine how management's increased full-year revenue guidance and sector...

In the past week, several analysts updated their outlooks on Douglas Emmett, with major firms revising their ratings and expectations for the company. This collective shift in analyst sentiment suggests a growing uncertainty among market experts about the company's near-term prospects and stability. We'll explore how this recent wave of analyst downgrades may influence Douglas Emmett's investment narrative and future financial outlook. We've found 15 US stocks that are forecast to pay a...

In the past quarter, Anchorage Capital Advisors established a major new position in Global Business Travel Group, acquiring nearly 7.2 million shares valued at approximately US$58.1 million following the company's acquisition of CWT and an increase in full-year guidance. This investment made Global Business Travel Group the largest holding in Anchorage’s portfolio, highlighting institutional confidence driven by recent revenue growth, European expansion, and new digital growth...

Highwoods Properties, Inc. recently closed the acquisition of 6Hundred at Legacy Union, a 24-story, Class AA office tower in Charlotte's Uptown CBD, for a total expected investment of US$223 million including near-term improvements and leasing capital. This purchase grows Highwoods' Charlotte presence by adding a newly delivered, 84% leased, LEED gold-targeted property directly connected to its existing holdings in the area. We'll look at how this significant Charlotte office tower...

Perimeter Solutions (NYSE:PRM) is catching investors’ attention after being recognized with a top Zacks Rank. This recognition reflects a wave of analyst optimism and higher full-year earnings estimates, which has driven renewed enthusiasm for the stock. See our latest analysis for Perimeter Solutions. After a stellar stretch of momentum, Perimeter Solutions’ share price has climbed 18.6% over the past month, capping off an impressive year-to-date share price return of nearly 120%. This...

LeMaitre Vascular (LMAT) has seen its stock price shift noticeably in recent weeks, prompting investors to take a closer look at the current valuation. Shares are down about 13% over the past 3 months, reflecting broader market trends and sector movements. See our latest analysis for LeMaitre Vascular. Looking at the bigger picture, LeMaitre Vascular’s share price has struggled to regain ground lately, following a steady slide for much of this year. While momentum has clearly faded in the...

Ross Stores, Inc. recently announced a board succession plan, with K. Gunnar Bjorklund set to succeed Michael Balmuth as Chairman following Balmuth's retirement on January 31, 2026, alongside updates to board structure and governance. At the same time, the company raised its earnings guidance and reported higher quarterly sales and net income, highlighting management's confidence and ongoing operational momentum. Now, we'll explore how Ross Stores' higher earnings guidance influences the...

United Bankshares (UBSI) just announced a new share repurchase program, authorizing the buyback of up to 5 million shares, or 4% of its total outstanding shares. In addition, the company declared a higher dividend for the upcoming quarter, which may attract attention from investors. See our latest analysis for United Bankshares. United Bankshares’ new buyback and dividend increase come as the stock’s momentum has started to pick up, with a 4.1% share price return over the past month. However,...

SM Energy presented at the Stephens Annual Investment Conference on November 20, 2025, with key executives outlining a plan to grow production by more than 20% for 2025, emphasizing integration in the Uinta Basin and ramping up non-operated Permian projects, while continuing toward a merger with Civitas Resources. The conference highlighted SM Energy's ambition to leverage asset integration for volume growth, alongside an anticipated merger that could reshape its operational footprint and...

Key Insights Significantly high institutional ownership implies Albertsons Companies' stock price is sensitive to their...

ATRenew Inc. recently reported third quarter 2025 financial results, showing net income of CNY 90.82 million and significant earnings per share growth compared to the previous year, along with robust revenue guidance for both the fourth quarter and full year 2025. In addition to these strong financials, the company completed a share buyback of 500,000 shares during the third quarter, reinforcing its capital management approach. We’ll examine how ATRenew’s upgraded full-year revenue outlook...

Acushnet Holdings (GOLF) recently completed a $500 million senior notes offering due 2033. The company is channeling proceeds toward redeeming outstanding notes and paying down its credit facility. Acushnet also launched a new $950 million revolving credit facility, taking steps to strengthen its balance sheet and support future flexibility. See our latest analysis for Acushnet Holdings. These proactive moves to shore up Acushnet’s finances come in the midst of steady upward momentum for the...