U.S. Software Stock News

As February 2026 unfolds, the U.S. stock market has kicked off the month with a robust upswing, as evidenced by significant gains in major indices like the Dow Jones Industrial Average and S&P 500. Amid this bullish sentiment, small-cap stocks are garnering attention due to their potential for growth and resilience in a fluctuating economic landscape. In this dynamic environment, identifying promising stocks requires an understanding of how these companies can capitalize on current market...

As February 2026 begins, U.S. stock markets have surged with the Dow Jones Industrial Average climbing by 515 points and the S&P 500 nearing record highs, reflecting a positive start to the month despite ongoing economic uncertainties such as trade negotiations and government shutdowns. In this environment of market optimism, dividend stocks can offer investors a compelling combination of potential income and stability, making them an attractive consideration for those looking to navigate...

Guidance and spin off plans reshape the Aptiv story Aptiv (APTV) has drawn fresh attention after outlining 2026 earnings guidance, advancing the spin out of its lower margin wire harness business as Versigent, expanding robotics partnerships, and continuing an active share repurchase program. See our latest analysis for Aptiv. The guidance, spin off plan and buyback activity have come as the share price has moved to US$82.38, with a 1 day share price return of 3.34% and a 7 day share price...

CF Industries Holdings’ board recently declared a US$0.50 per share common dividend, payable on February 27, 2026, to shareholders of record on February 13, 2026, and the company and POET previously launched a pilot project with major agricultural cooperatives to build a low-carbon fertilizer supply chain across key U.S. corn-growing states. This collaboration links CF Industries’ low-carbon ammonia production with POET’s ethanol facilities, creating a traceable pathway from certified...

Legend Biotech recently expanded its board by appointing veteran finance executive Gareth Kung as a Class II director and new audit committee chair, while adding GenScript chairman Robin Meng and announcing the resignations of Li Zhu and Yau Wai Man Philip, which the company said were not due to disagreements. The addition of a seasoned cross-border capital markets specialist to lead the audit committee, alongside deeper representation from major shareholder GenScript, marks a meaningful...

In early February 2026, Grabar Law Office announced an investigation on behalf of WEBTOON Entertainment shareholders after a federal court refused to dismiss a securities fraud class action alleging misleading disclosures around Monthly Active Users and IPO risk factors. The court’s decision to let the complaint proceed increases scrutiny of WEBTOON’s governance and disclosure practices, potentially influencing how investors assess its management credibility. Next, we’ll consider how this...

Ventas, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher revenue of US$1.57 billion and net income of US$70.20 million for the quarter, alongside an 8% increase in its quarterly dividend to US$0.52 per share payable on April 16, 2026. Management also issued 2026 guidance for attributable net income per share of US$0.52–US$0.62 and funds from operations of US$3.78–US$3.88 per share, underscoring how senior housing investments and improved operating metrics...

Sunoco’s latest distribution move and guidance update Sunoco (SUN) recently raised its quarterly cash distribution to $0.9317 per unit, its fifth consecutive quarterly increase. The company also reaffirmed 2026 adjusted EBITDA guidance that includes anticipated synergies from the Parkland acquisition. See our latest analysis for Sunoco. Those distribution and guidance updates have come as Sunoco’s 90 day share price return sits at 14.83% and its 5 year total shareholder return is 160.91%...

Ares Management reported past fourth-quarter 2025 results showing revenue rising to US$1,504.92 million from US$1,259 million a year earlier, while net income fell to US$54.25 million from US$177.32 million, alongside a higher common dividend and preferred dividend declarations for early 2026. Management highlighted record 2025 fundraising and assets under management above US$622 billion, supporting a 20% year-on-year increase in the first-quarter 2026 common dividend and reinforcing its...

Karooooo’s subsidiary Cartrack recently partnered with Schmitz Cargobull to integrate TrailerConnect® telematics data into Cartrack’s fleet management platform, giving transport operators real-time trailer visibility without new hardware installation. This collaboration deepens Cartrack’s role in logistics by consolidating temperature, location, route, and load-condition data to help improve efficiency, compliance, and safety for transport operators. We’ll examine how this enhanced real-time...

DICK'S Sporting Goods recently closed its Moosejaw stores, folding the acquired outdoor retailer into its Public Lands format while also cutting back the Public Lands store count. This consolidation marks a broad reset of the company’s outdoor footprint, highlighting management’s willingness to rethink underperforming concepts and reallocate resources. We’ll now examine how this reset of DICK’S outdoor footprint, including Moosejaw closures and fewer Public Lands stores, shapes its...

Loews Corporation has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$4,734 million for the quarter and US$18.45 billion for the year, while net income reached US$402 million for the quarter and US$1.67 billion for the year. Basic earnings per share from continuing operations increased to US$1.94 in the fourth quarter and US$7.97 for 2025, highlighting the impact of robust insurance operations and disciplined capital allocation across the group’s diversified...

Recent performance snapshot for Gold.com (GOLD) Gold.com (GOLD) has drawn fresh attention after a strong recent run, with the share price at $55.32 and double digit returns over the past week, month and past 3 months catching investor interest. See our latest analysis for Gold.com. The recent 1 day share price return of 9.87% and 30 day share price return of 41.85% sit alongside a 1 year total shareholder return of 98.57%. This points to strong momentum that has built over both shorter and...

Hyatt Hotels (H) is in focus after agreeing to a US$1.25m settlement with the Texas Attorney General over online pricing disclosures, as regulators push hotels to show all mandatory fees upfront to consumers. See our latest analysis for Hyatt Hotels. The pricing settlement comes at a time when Hyatt’s share price has been somewhat choppy. A recent 1-day share price return of 1.96% and a 7-day share price return of 5.15% contrast with a 30-day share price return showing a 3.16% decline. Over a...

Symbotic Inc. recently reported first-quarter fiscal 2026 results, with revenue rising to US$629.99 million and net income improving to US$2.6 million, lifting earnings per share from a loss to US$0.02. The company also issued second-quarter revenue guidance of US$650 million to US$670 million and highlighted expanding high-profile partnerships, including with Walmart and SoftBank, that are reshaping its automated logistics footprint. We’ll now examine how Symbotic’s shift to profitability,...

Intuitive Machines, a specialist in lunar landers and rovers, has already completed two lunar missions for NASA and is preparing its IM-3 mission under a long-term Commercial Lunar Payload Services contract, while also securing work on lunar terrain vehicles, near-space network services, and lunar logistics solutions. The recent acquisition of Lanteris Space Systems marks a shift toward becoming a one-stop space transportation services provider, expanding Intuitive Machines’ role across more...

Immunocore Holdings plc announced that Executive Vice President of Research and Development Dr. David Berman will leave on February 27, 2026, and the company will promote Chief Medical Officer Dr. Mohammed Dar and Head of Regulatory Sciences Mark Moyer to expanded Executive Vice President roles instead of hiring a direct replacement. This shift concentrates clinical development and regulatory leadership in long-tenured internal executives who have already guided KIMMTRAK® and multiple other...

Bank of New York Mellon Corporation (BK) stock is back in focus after BNY and FOMO Pay agreed to use BNY’s Virtual Reference Number solution to support same-day settlement of eligible USD cross-border payments. See our latest analysis for Bank of New York Mellon. BNY’s push into faster cross-border payments with FOMO Pay comes on top of fresh marketing and client initiatives, including a new Formula 1 partnership and recent leadership changes. It also coincides with a 90-day share price...

Earlier this month, Palantir Technologies reported fourth-quarter 2025 results showing revenue of US$1.41 billion and net income of US$608.68 million, alongside full-year 2025 revenue of US$4.48 billion and net income of US$1.63 billion, and issued 2026 guidance calling for revenue between US$7.18 billion and US$7.20 billion with GAAP profitability in every quarter. At the same time, Cognizant announced a partnership to embed Palantir’s Foundry and Artificial Intelligence Platform into its...

Acadian Asset Management Inc.'s ( NYSE:AAMI ) dividend will be increasing from last year's payment of the same period...

NBT Bancorp Inc. reported past fourth-quarter 2025 results with net interest income of US$135.44 million and net income of US$55.51 million, alongside a higher full-year 2025 profit versus 2024 and announced a first-quarter 2026 dividend of US$0.37 per share. The board’s decision to lift the quarterly dividend for a thirteenth consecutive year, alongside ongoing share repurchases, highlights a continued emphasis on shareholder returns. Next, we’ll examine how this earnings improvement and...

CNA Financial Corporation has recently raised its regular quarterly cash dividend by 4% to US$0.48 per share and announced a US$2.00 per share special dividend, both payable on March 12, 2026 to stockholders of record on February 23, 2026. This combination of a higher recurring payout and a sizable one-time distribution highlights how management is choosing to return capital to shareholders ahead of its upcoming earnings release. We will now explore how the increased regular dividend and...

In early January 2026, Teleflex announced the immediate departure of Liam Kelly as Chairman, President, and CEO, prompting scrutiny of its leadership transition and corporate direction. Soon after, law firm Pomerantz LLP disclosed an investigation into potential securities fraud and unlawful business practices at Teleflex, sharpening investor focus on governance and disclosure practices. We’ll explore how the sudden CEO departure and related securities investigation could reshape...

Those following along with Galaxy Digital Inc. ( NASDAQ:GLXY ) will no doubt be intrigued by the recent purchase of...