U.S. Software Stock News

What recent performance tells you about Supernus Pharmaceuticals Supernus Pharmaceuticals (SUPN) has drawn investor attention after recent trading, with the stock around $49.91 and a mixed pattern of returns that includes a 1 day decline and a 7 day pullback. Over the past month the share price shows a small decline, while the past 3 months reflect a gain. Looking further back, total returns over 1 year, 3 years, and 5 years are all positive on the figures provided. See our latest analysis...

In recent months, MasTec reported a record project backlog of about US$18.96 billion and outlined management guidance targeting US$17 billion in revenue by 2026, underpinned by broad-based strength across its infrastructure segments. At the same time, the company’s push for margin expansion comes against a backdrop of historically thin profitability and shrinking free cash flow margins, highlighting the execution challenge behind its growth ambitions. Next, we’ll examine how MasTec’s record...

If you are wondering whether Clear Secure is still interesting at current levels, the key question is how its market price compares with what the business might reasonably be worth. The stock last closed at US$44.63, with returns of 37.3% over the past 30 days and 85.6% over the past year, as well as a 103.3% return over three years, which many investors will see as a meaningful shift for both potential upside and risk. Recent attention on Clear Secure has focused on its role in security and...

If you are wondering whether Entegris is still worth the price you see on your screen, this article walks through what that current valuation really reflects and what it might not be capturing. The stock last closed at US$108.28, with returns of 20.9% year to date and 10.5% over the past year, alongside shorter term moves of a 3.7% decline over 7 days and a 17.6% decline over 30 days that may have shifted how investors think about risk and opportunity. These recent swings sit against a...

What recent performance suggests about Archrock Archrock (AROC) has drawn investor attention after a 32.2% total return over the past 3 months and 43.2% over the past year, alongside reported annual revenue of US$1.49b and net income of US$318.96m. See our latest analysis for Archrock. The recent pattern of returns suggests momentum has been building, with a 32.2% 90 day share price return contributing to a very large 5 year total shareholder return, even after a small 1 day pullback to...

If you are wondering whether Marriott International's current share price still offers value after a strong run in recent years, you are not alone. The stock recently closed at US$313.81, with a 7 day return of 3.1% decline, a 30 day return of 11.3% decline, a 1 year return of 30.3% and a 3 year return of 103.6% that puts longer term performance in focus. Recent news flow around large hotel groups has focused on travel demand trends and how global operators are positioning their brands and...

If you are wondering whether S&T Bancorp at around US$40.20 is offering fair value or a possible bargain, you are not alone, and this article is designed to help you frame that question clearly. The stock has seen mixed recent returns, with a 1.3% decline over the last week and an 8.0% decline over the last 30 days, set against gains of 2.4% year to date, 8.5% over 1 year, 38.6% over 3 years and 42.6% over 5 years. Recent attention on regional banks, along with continuing investor focus on...

If you are wondering whether Sirius XM Holdings is still worth a place in your portfolio at today’s price, this article walks through what the current market valuation might be implying. The stock recently closed at US$21.99, with returns of 3.3% over the past 30 days, 7.2% year to date, 2.0% over the last year, and longer term 3 year and 5 year returns of 32.5% and 56.9% declines respectively. This tells a very different story depending on your time frame. Recent coverage has focused on...

Assurant (AIZ) has drawn investor attention after reporting fourth quarter and full year 2025 results that included 17% growth in net operating income per share and 7.5% revenue growth, along with positive 2026 adjusted EBITDA guidance. See our latest analysis for Assurant. At a share price of $218.53, Assurant’s recent 1 day share price return of 1.50% comes after a softer period, with a 90 day share price return decline of 6.31%. Its 3 year total shareholder return of about 2x suggests...

Terns Pharmaceuticals recently attracted renewed attention after updating its corporate presentation with refreshed pipeline timelines and milestones, while also being selected for inclusion in a STOXX benchmark index effective March 23, 2026. This combination of clearer development visibility, impending index inclusion, and investor focus on the upcoming earnings update has sharpened debate around the company’s long-term prospects and current financial pressures. With investors now closely...

MicroVision’s latest earnings draw investor focus MicroVision (MVIS) is back in the spotlight after reporting full year 2025 earnings, with sales of US$1.21 million compared with US$4.7 million a year earlier and a net loss of US$94.98 million. See our latest analysis for MicroVision. Despite the earnings update, MicroVision’s share price has faced pressure, with a 30 day share price return of 29.18% and a 1 year total shareholder return of 58.42%. This suggests momentum has been fading as...

Why ServiceTitan stock is back in focus ServiceTitan (TTAN) is drawing fresh attention after a busy set of March updates, including fourth quarter and full year results, new revenue guidance, and a leadership hire focused squarely on AI. See our latest analysis for ServiceTitan. ServiceTitan shares have been volatile around the recent earnings release and AI focused leadership appointment, with a 1 day share price return of 6.41% decline and a 7 day share price return of 14.65% decline. The...

On March 5, 2026, Popular, Inc. declared a monthly cash dividend of US$0.132813 per share on its 6.375% Non-Cumulative Monthly Income Preferred Stock, 2003 Series A, payable on March 31, 2026 to shareholders of record as of March 15, 2026, and earlier in the month its CEO presented at the RBC Capital Markets Global Financial Institutions Conference in New York. The combination of a continued preferred dividend payout and management’s public commentary on capital return, digital investments,...

If you are wondering whether Incyte at around US$92.54 is offering good value or asking too much, you are not alone. This article is written for that exact question. The share price has seen mixed moves, with a 3.5% decline over the last 7 days and an 8.5% decline over the past month, alongside longer term returns of 36.4% over 1 year, 25.7% over 3 years and 16.6% over 5 years. Recent attention on Incyte has been shaped by ongoing product and pipeline updates, regulatory milestones and...

In March 2026, Codexis reported fourth-quarter 2025 results showing revenue of US$38.92 million and net income of US$9.6 million, reversing a prior-year loss and beating analyst expectations, alongside full-year 2025 revenue of US$70.39 million and guidance for 2026 revenue of US$72 million to US$76 million. The quarter was heavily influenced by a large technology transfer agreement with Merck and growing ECO Synthesis platform activity, which also underpins management’s view that existing...

Several securities law firms have launched class action lawsuits against BellRing Brands (BRBR), accusing the company of misleading investors about what was driving its sales growth and how long that growth could last. See our latest analysis for BellRing Brands. Recent class action headlines are arriving after a sharp reset in expectations, with a 90 day share price return of 48.66% decline and a 1 year total shareholder return of 75.06% decline indicating that momentum has faded over both...

Loma Negra Compañía Industrial Argentina Sociedad Anónima has released its fourth quarter and full-year 2025 results, reporting AR$225,233 million in Q4 sales and AR$6,245 million in net income, with full-year sales of AR$848,087 million and net income of AR$23,585 million, all lower than the prior year. Amid softer cement volumes, pressure on margins, and a steep drop in earnings per share, Loma Negra still pointed to a stronger concrete segment and ESG progress, including reduced CO₂...

In early March 2026, Capital One Financial agreed to a proposed class action settlement over its 360 Savings accounts, including a US$425.00 million Settlement Fund and a commitment to align future 360 Savings interest rates with its 360 Performance Savings product, subject to court approval. The case highlights how differences in interest paid on similar-looking products and alleged disclosure gaps can create substantial legal, financial, and reputational repercussions for a large consumer...

Sotera Health recently completed a follow-on equity offering of US$381.75 million, issuing 25,000,000 common shares at US$15.27 each, boosting its capital base but increasing its share count. This fresh equity capital gives Sotera Health more financial flexibility to fund growth projects or reduce debt, while shareholders weigh the impact of dilution. Next, we'll examine how this sizeable equity raise and resulting dilution could reshape Sotera Health's investment narrative going...

In March 2026, Marsh announced that Nick Studer will become President and CEO of Marsh Risk on April 1, 2026, succeeding Martin South, who moves into an enterprise-wide role as Chief Client Officer while both remain on the Executive Committee reporting to John Doyle. This leadership reshuffle strengthens Marsh’s focus on client impact and innovation, bringing Oliver Wyman’s consulting expertise closer to the core risk business while a new Oliver Wyman CEO is named. Next, we’ll examine how...

In recent weeks, CCM Hockey and Mattel announced the launch of an all-new Barbie x CCM Collection of performance hockey gear and apparel aimed at making the sport more inclusive and expressive for a new generation of girls and athletes. This collaboration highlights Mattel’s broader push to extend the Barbie brand beyond traditional toys into sports and lifestyle, aligning with its ambition to build a wider entertainment and consumer-products platform. We’ll now look at how this inclusive...

Simmons First National (NasdaqGS:SFNC) reported quarterly results that exceeded revenue and EPS expectations. The bank highlighted resilient operations and solid performance within its regional banking footprint. The update adds fresh information on the company’s current business momentum that has not been reflected in recent coverage. Simmons First National, trading at $18.61, has delivered a quarter that came in ahead of both revenue and earnings forecasts, which puts a fresh spotlight on...

This article examines whether Petco Health and Wellness Company, at around US$3.62, may represent a bargain or a value trap by exploring what the current share price might indicate about the business. The stock has recently experienced sharp moves, with returns of 52.1% over the last 7 days, 44.2% over the last 30 days, 27.0% year to date and 51.5% over the last year. However, the 3 year and 5 year returns show declines of 63.1% and 84.4%, which tells a very different story. These swings...

Old Republic International (NYSE:ORI) has appointed Doug Wordekemper as CEO of Old Republic Professional. The move is part of a broader organizational leadership change within the Professional division. The appointment brings a leader with extensive industry experience into a key role overseeing the Professional business. Old Republic International, through its Professional division, focuses on specialty insurance solutions for professional liability and related risks. Leadership changes in...