U.S. Software Stock News

Recently, Boise Cascade reported quarterly earnings and revenue that came in ahead of analyst expectations, even as it faced typical seasonal softness and broader market headwinds in its building products markets. The company also highlighted progress on its Thorsby i-line expansion, disciplined operational controls, and lean channel inventories, which together point to a tighter, more efficient operating base for its engineered wood and distribution businesses. Next, we'll examine how this...

In March 2026, Revolve Group, Inc. launched Revolve Los Angeles, its first namesake fashion house, debuting a XXS–XL collection priced around US$200–US$3,500 and sold exclusively on Revolve and FWRD. The move expands Revolve’s in-house brand portfolio into higher-end, couture-influenced ready-to-wear, potentially deepening customer engagement around luxury, Los Angeles-inspired fashion. Next, we’ll examine how Revolve Los Angeles, as a higher-end in-house label, could influence Revolve...

Earlier this month, Hess Midstream LP announced that its Board authorized a share repurchase program and entered into an agreement with JPMorgan Chase Bank to buy back up to US$42 million of Class A shares, funded through its existing revolving credit facility, with repurchased shares to be cancelled and final settlement expected by March 2026. This accelerated share repurchase arrangement not only reduces the public float but also underscores management’s willingness to use balance sheet...

In recent days, Moelis & Company reported strong Q4 earnings and highlighted its strongest coverage platform to date, with management emphasizing momentum and long-term value creation. At the same time, several major banks reiterated neutral views on Moelis, revealing a tension between upbeat internal commentary and cautious external assessments. Next, we'll examine how upbeat earnings alongside cautious analyst sentiment may influence Moelis' existing investment narrative around growth...

On March 10, 2026, Amalgamated Financial Corp reported fourth-quarter 2025 earnings with earnings per share of $0.91, matching analyst expectations, while quarterly revenue of $87.91 million modestly exceeded forecasts. On the same day, Executive Vice President and Chief Legal Officer Mandy Tenner sold 776 shares under a Rule 10b5-1 plan, adding to a year of insider selling that raises questions about how leadership is managing personal holdings alongside solid operating results. Next,...

Why the leadership reshuffle at Playtika Holding (PLTK) matters for shareholders Playtika Holding (PLTK) is reshaping its senior ranks, with long serving President and CFO Craig Abrahams set to depart on April 1, 2026, and responsibilities shifting to existing insiders. Board chair Robert Antokol will add the President role. Senior finance leader Tae Lee will step in as acting CFO after several years overseeing corporate finance and investor relations. See our latest analysis for Playtika...

Netskope (NTSK) is back in focus after launching its Netskope One AI Security suite, alongside fresh earnings results and new healthcare integrations that together highlight how it is positioning around enterprise AI security. See our latest analysis for Netskope. Despite the launch of Netskope One AI Security and new healthcare integrations, Netskope’s short term share price return has been mixed. The 7 day share price return is 20.75% and the 90 day share price return is 51.40%, which...

H2O America recently completed a follow-on equity offering of US$608.70 million, issuing 11,484,824 common shares at US$53 each with a US$1.7225 discount per share to help fund an acquisition. At the same time, Baird initiated coverage on H2O America with an Outperform rating, signaling increased institutional attention just as the company raises fresh capital for expansion. Next, we’ll explore how this sizable equity raise to fund an acquisition could reshape H2O America’s previously...

InnovAge Holding (INNV) has just been upgraded to a higher Zacks rank, supported by rising earnings estimate revisions and a hammer chart pattern that points to improving sentiment and renewed attention on the stock. See our latest analysis for InnovAge Holding. At a share price of $8.39, InnovAge Holding has seen short term share price pressure, with a 7 day share price return of a 4.22% decline, alongside strong recent momentum reflected in a 90 day share price return of 51.17% and a 1 year...

In March 2026, Sensata Technologies announced its FaultBreak contactor, a next-generation high voltage switching and protection solution for electric vehicles, combining passive and resettable fuse functions to improve fault clearing, safety, and system simplicity. By merging fuse and contactor functions into a compact, resettable device that cuts component count by over half, FaultBreak aims to help automakers reduce system cost, weight, and complexity while enhancing EV safety and...

Apellis Pharmaceuticals recently added Mikael Dolsten, M.D., Ph.D., former chief scientific officer of Pfizer, to its board of directors, bringing decades of high-level research and development leadership across major global drug makers. This appointment, alongside growing analyst interest in Apellis’s key products Empaveli and Syfovre, underscores how external experts view the company’s pipeline and commercial portfolio as increasingly relevant in rare kidney disease and eye care...

Expeditors International of Washington recently reported Q4 2025 results with earnings per share of US$1.49 and revenue of US$2.86 billion, both ahead of analyst forecasts despite year-on-year declines. The board also approved a new share repurchase program of up to US$3.00 billion, highlighting management’s willingness to return substantial capital to shareholders. Next, we’ll examine how the stronger-than-expected quarterly earnings reshape Expeditors International of Washington’s...

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,...

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%...

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,...

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...

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...

Bancorp stock: quick context for recent moves Bancorp (TBBK) has drawn fresh attention after recent trading, with the share price at US$53.55 and returns showing a 9% decline over the past month and a 21% decline over the past 3 months. See our latest analysis for Bancorp. That recent pullback sits alongside a weaker short term share price return and a much stronger multi year total shareholder return, which together suggest momentum has faded for now even though long term holders have still...

Investors may be wondering if Navan at around US$8.90 is starting to look interesting on value, or if the recent price action is a warning sign. The stock has seen a 10% decline over the last 7 days and a 14.8% decline over the last 30 days, contributing to a 45.2% drop year to date, which can change how the market is thinking about both upside and risk. Recent coverage of Navan has focused on how the market is reassessing newer listings and higher risk names, with investors paying closer...

Aon (AON) recently completed what it describes as the first stablecoin insurance premium payment among major global brokers, using USDC on Ethereum and PayPal USD on Solana with clients Coinbase and Paxos. See our latest analysis for Aon. At a share price of $321.41, Aon has seen recent momentum soften, with a 90 day share price return of 8.64% and a 1 year total shareholder return of 17.09%. The 5 year total shareholder return of 49.65% points to meaningfully stronger long run compounding...

The Andersons, Inc. recently reported quarterly earnings that exceeded analyst expectations on earnings per share even as revenue fell year-on-year, while its CEO’s 2025 compensation rose to an estimated US$5,472,539 alongside insider stock sales and shifting institutional positions. At the same time, Middle East shipping disruptions have tightened global grain and fertilizer supply, lifting prices and potentially improving margin prospects for Andersons’ Agribusiness and Renewables...

Wondering if FTI Consulting at around US$162.58 is fairly priced, too expensive, or offering value right now? This article walks through the key signals you can use to judge that for yourself. The stock has been under some pressure recently, with a 3.0% decline over the last week, a flat 0.1% slip over the past month, and returns of 4.5% lower year to date and 0.7% lower over the past year, even though the 5 year return sits at 18.5%. These moves sit against a backdrop of ongoing interest in...