U.S. Software Stock News

A class action lawsuit alleges Costco misled shoppers with "No Preservatives" claims on its Kirkland Signature Rotisserie Chicken. The complaint focuses on whether product labeling accurately reflects ingredients and additives. Clean Cult laundry detergent sheets are set for their first nationwide rollout at Costco warehouses. The chain is expanding its range of more sustainable household products through this new offering. For investors watching NasdaqGS:COST, these developments relate to...

CrowdStrike recently advanced its Global Data sovereignty initiative with new in-country cloud deployments planned for Saudi Arabia, India, and the UAE, while also extending its Falcon platform through acquisitions such as SGNL and Seraphic Security to bolster Identity Security and close product gaps. The company was again named Customers' Choice in Gartner Peer Insights for Endpoint Protection Platforms, reinforcing how its unified Falcon architecture and customer satisfaction underpin its...

In recent days, Travere Therapeutics disclosed that the FDA classified additional data for its FILSPARI sNDA as a major amendment, extending the review timeline and setting a new PDUFA action date of April 13, 2026, while multiple law firms announced investigations into potential securities law violations related to the company’s disclosures. This combination of a lengthened regulatory path for a key rare-disease therapy and parallel securities investigations adds an extra layer of...

Houlihan Lokey (NYSE:HLI) has expanded its European footprint with the hire of Mark Ward as Managing Director to lead IT Services coverage. The firm has also completed acquisitions in European real estate and corporate finance, adding sector depth and local capabilities. These moves reflect an active push to grow both organically and through acquisitions in key European markets. At a share price of $180.53, Houlihan Lokey has delivered a 3 year return of 94.8% and a 5 year return of 199.2%...

Lattice Semiconductor plans to deliver a keynote at FPGA-forum 2026 on AI expansion in FPGA applications. The company will showcase new edge AI and connectivity solutions built on its low power FPGA products. The event highlights Lattice Semiconductor's focus on AI-enabled hardware beyond its regular financial updates. Lattice Semiconductor (NasdaqGS:LSCC), trading at $84.84, is drawing attention not just for its share price but for its push into AI centric use cases. The stock has returned...

A prominent investment fund has fully exited Vertex Pharmaceuticals (VRTX) after the company said it does not see a path to a broad neuropathic chronic pain label for Journavx, following discussions with the FDA. See our latest analysis for Vertex Pharmaceuticals. Vertex’s share price has shown resilient momentum, with a 90 day share price return of 13.82% and a 1 year total shareholder return of 8.24%, even as mixed news around Journavx shifted some investor focus back to its broader...

In January 2026, First Horizon Corporation raised its quarterly common dividend to US$0.17 per share and declared regular cash dividends on several preferred stock series, with payments scheduled in April and May 2026 to shareholders of record in March and April. The combination of higher common payouts and continued preferred dividends highlights management’s confidence in the bank’s earnings capacity following stronger fourth-quarter 2025 results. We’ll now examine how the higher common...

KBC Group NV recently increased its position in Tapestry (NYSE:TPR) according to a new SEC filing, adding a significant block of shares. At the same time, Tapestry has seen insider selling activity, with no recent insider purchases disclosed. The contrast between institutional buying and insider selling is drawing attention from shareholders who track ownership trends. Tapestry, trading at around $126.0, has delivered a 72.1% return over the past year and is up 193.1% over three years and...

Institutional interest and Tyson Foods stock Tyson Foods (TSN) is back on institutional radar, as several respected value and quantitative managers recently increased exposure, pointing to margin recovery, protein cycle stabilization, and restructuring driven cost efficiencies across its protein businesses. See our latest analysis for Tyson Foods. At a share price of US$64.60, Tyson Foods has seen a 7.68% 7 day share price return and a 10.28% 30 day share price return, with a 25.66% 90 day...

Lumen Technologies received ISO 42001 certification for its Artificial Intelligence Management System, recognizing its AI governance framework. The certification highlights the company’s focus on responsible and ethical use of AI across its operations and services. This places Lumen among early adopters of formal AI standards at a time of growing market and regulatory interest in transparent AI practices. For investors watching NYSE:LUMN, this certification comes as the stock trades around...

Dollar Tree (NasdaqGS:DLTR) has committed US$1.5 million to Share Our Strength's No Kid Hungry campaign. The company is now the largest supporter of the Mayors Alliance to End Childhood Hunger. This initiative focuses on addressing childhood hunger across U.S. communities. Dollar Tree, a major discount retailer serving value focused shoppers through its Dollar Tree and Family Dollar banners, is extending its reach beyond core store operations with this philanthropy push. For investors...

Woodward (NasdaqGS:WWD) plans to exit its on-highway natural gas truck business in China after prolonged efforts to divest the operations. The China natural gas truck business has not been a major financial contributor to Woodward's overall results. The exit is intended to streamline the Industrial segment and narrow the company’s operational footprint. For you as an investor, this move sits within Woodward’s broader role as a supplier of control systems and components for energy and...

Certara (CERT) is back on investors’ radar after Meridian Growth Fund flagged the stock as a relative detractor, citing weaker-than-expected Q4 2025 service bookings and a modest guidance cut. See our latest analysis for Certara. At a share price of $9.40, Certara has seen a 6.21% 1 month share price return but a 17.25% 3 month share price decline. Its 1 year total shareholder return of 32.33% and 5 year total shareholder return of 73.68% point to pressure building over longer periods as...

Recent performance snapshot Fulton Financial (FULT) has attracted fresh attention after a period of mixed short term returns, with the stock down 0.9% over the past day and 1.5% over the past week, yet up over the past month and the past 3 months. See our latest analysis for Fulton Financial. At a share price of US$20.20, Fulton Financial has recently given back some ground in the very short term. However, its 3 month share price return of 15.49% and 5 year total shareholder return of 78.81%...

Palomar Holdings (PLMR) has experienced mixed recent performance, with the share price declining over the past month but rising over the past three months. This pattern has prompted renewed attention on its underlying business trends. See our latest analysis for Palomar Holdings. At a share price of $119.70, Palomar’s recent 1 month share price return of an 11.58% decline contrasts with a 3 month share price return of a 6.4% gain and a 1 year total shareholder return of 10.19%, suggesting...

What Recent Performance Says About PotlatchDeltic PotlatchDeltic (PCH) has drawn investor attention after a mix of short term weakness and modest recent gains, with the share price down over the past week but up over the past month and past 3 months. See our latest analysis for PotlatchDeltic. That mix of near term weakness and recent gains fits a broader pattern, with the 30 day share price return of 3.78% and year to date share price return of 4.31% sitting against a 1 year total...

Tractor Supply Company has reported its fourth-quarter and full-year 2025 results, with annual sales rising to US$15,524.05 million while net income was broadly unchanged at US$1,096.09 million, and has issued 2026 guidance calling for net sales growth of 4% to 6% and diluted EPS of US$2.13 to US$2.23. The combination of higher sales but flat earnings in 2025, alongside management’s margin and profit outlook for 2026, gives investors a clearer view of how Tractor Supply is balancing growth...

If you are wondering whether Hilton Worldwide Holdings at around US$296 per share still offers value, or if most of the upside is already reflected in the price, this article is for you. The stock has been relatively steady over the short term, with a 0.1% decline over 7 days, a 1.4% return over 30 days, and returns of 1.1% year to date, 17.0% over 1 year, 102.9% over 3 years, and 181.4% over 5 years. Recent news coverage has focused on Hilton's position as a major global hotel operator and...

National Fuel Gas (NYSE:NFG) disclosed a significant increase in CEO compensation in a recent SEC filing. The company also announced new government contract awards, expanding its role as an energy supplier to public sector customers. These developments update investors on executive pay structures and newly secured business commitments. National Fuel Gas, traded as NYSE:NFG, operates across natural gas exploration, production, gathering, and utility services. For you as a shareholder or...

Microsoft (NasdaqGS:MSFT) has introduced its Maia 200 custom AI chip, targeting cloud and AI workloads. The company has announced new and expanded AI partnerships, including with Richtech Robotics for physical agentic AI and Itron for AI-enabled utility grid modernization. These moves extend Microsoft's AI reach into sectors such as robotics and critical infrastructure. For you as an investor watching Microsoft, Maia 200 is about more than another piece of hardware. It points to a push to...

Recently, sector-wide concerns emerged after UnitedHealth Group issued a cautious revenue outlook, outlined major restructuring plans, and flagged pressure from proposed flat Medicare Advantage payment rates, weighing on peers such as Privia Health Group. This reaction came even though Privia Health had earlier highlighted strong Accountable Care Organization Medicare shared savings and increased its 2025 Adjusted EBITDA guidance, which had been viewed positively by analysts. Next, we will...

FB Financial Corporation recently reported fourth-quarter and full-year 2025 results, highlighting higher net interest income and net income year over year, alongside a quarterly cash dividend increase to US$0.21 per share payable on February 24, 2026, for shareholders of record on February 10, 2026. The company paired this earnings performance with low net charge-offs of US$1.4 million and the completion of a US$95.99 million share repurchase of 1,717,948 shares, while management...

Kyndryl recently expanded its AI-powered SAP modernization capabilities by launching a SAP Transformations Center of Excellence, unveiling its Clean Field and Clean Core approaches, and deepening its collaboration with SAP and Nova Intelligence to support complex SAP S/4HANA and RISE with SAP migrations at scale. Together with multi-year customer extensions such as Hertz and early use cases in industries like Austrian food manufacturing, these moves position Kyndryl as a specialist partner...

If you are wondering whether Nova's recent share price puts it at a premium or leaves some value on the table, this article will walk through what the current numbers are saying about the stock. Nova's share price recently closed at US$487.18, with returns of 5.2% over 7 days, 45.9% over 30 days, 40.3% year to date and 109.6% over 1 year, while the 3 year return is over 4x and the 5 year return is very large. Recent coverage has focused on how Nova fits into the semiconductor equipment space...