U.S. Software Stock News

Amkor Technology (NasdaqGS:AMKR) outlined a multi year growth plan at its 2026 Investor Day. The company plans to invest US$7b in Arizona to build high volume advanced semiconductor packaging capacity. The Arizona facility is intended to support advanced packaging for end markets including AI and automotive by 2028. Amkor is a major outsourced semiconductor packaging and test provider, positioned between chip designers and end device makers. The new Arizona plan ties directly into demand...

Investors may be wondering if Terex at around US$57.30 is offering good value right now, or if the easy gains are already behind it. The stock is up 26.7% over the last year and 4.1% year to date, even though it has fallen 10.3% in the last week and 5.9% over the past month. Recent coverage has focused on Terex as a cyclical industrial stock, with investors weighing its exposure to heavy equipment demand and broader capital spending trends. This has kept attention on how resilient its order...

FIGS (FIGS) is back in focus after first quarter revenue and profitability topped Wall Street expectations, and the stock rose 6.5% alongside broader consumer discretionary gains linked to easing bond yields and lower oil prices. See our latest analysis for FIGS. Beyond the post earnings jump, FIGS has a 1 year total shareholder return of about 175% alongside a 3 month share price return of 10.68%. However, the 1 month share price return fell 21.81%, suggesting momentum is consolidating after...

Entegris has removed supermajority voting requirements from its corporate charter. This change adjusts how key corporate decisions can be approved by shareholders. The move affects shareholder rights and future governance outcomes at Entegris. For investors tracking Entegris (NasdaqGS:ENTG), this governance shift sits alongside a stock that has seen mixed recent trading. The shares last closed at $131.39, with the price down 5.7% over the past week and down 10.6% over the past month, while...

Wondering whether ON Semiconductor at around US$109.61 is still offering value, or if most of the opportunity is already reflected in the price. The stock has been volatile lately, with the price falling 7.4% over the past week but still up 26.1% over the past month, 93.3% year to date and 159.2% over the last year. Recent headlines around ON Semiconductor have focused on its role within the broader semiconductor sector and how investor sentiment has shifted as chip related themes stay in...

Stock performance context for Stride Stride (LRN) has attracted attention after a mixed run in the stock. The share price is around $87.65, with the stock down about 11% over the past month but higher over the past 3 months. See our latest analysis for Stride. Short term momentum has cooled, with the share price return down 10.66% over the past 30 days, but the year to date share price return of 35.66% and 3 year total shareholder return of 117.60% show a much stronger longer term picture. If...

NextNRG, Inc. has already reported first-quarter 2026 results for the period ended March 31, 2026, posting sales of US$21.06 million versus US$16.27 million a year earlier and a net loss of US$10.73 million compared with US$8.79 million. While the company remained loss-making, the combination of higher revenue and a sharp improvement in basic loss per share from continuing operations to US$0.07 from US$1.59 highlights how operating metrics are shifting as investors reassess the...

Aktis Oncology stock: key recent moves Aktis Oncology (AKTS) has drawn attention after recent trading left the stock at a last close of $19.12, with short term returns mixed and year to date performance currently showing a double digit decline. See our latest analysis for Aktis Oncology. Recent trading shows momentum fading, with a 7 day share price return of 1.95% lower and a 30 day share price return of 6.73% lower, while the year to date share price return is 14.64% lower from the current...

If you are wondering whether Baidu's current share price really reflects what you are getting for your money, this article breaks down what the numbers say about value so you can judge for yourself. Baidu's stock has been choppy recently, with the share price down about 8.5% over the last week, up 6.2% over the last month, and still down 12.7% year to date, even after a 56.0% gain over the past year and a 10.5% gain over three years. These moves come as Baidu stays in focus for its role in...

Datavault AI (NasdaqCM:DVLT) and Wellgistics have created DelivMeds AI, a healthcare platform that includes key intellectual property and a controlling stake in Tollo Health. The DelivMeds AI initiative marks Datavault AI’s entry into digital health and pharmacy services through multiple asset acquisitions. Separately, Datavault AI has signed Tyson Fury as a spokesperson for its Sports Illustrated Exchange partnership. For investors tracking NasdaqCM:DVLT, these updates add fresh detail to...

Ralph Lauren (RL) has just posted its FY 2026 third quarter numbers, reporting revenue of US$2.4 billion and basic EPS of US$5.92. This comes alongside trailing 12 month earnings growth of 30.4% and a net profit margin of 11.7%, compared with 10.1% a year earlier. Over the past six reported periods, the company’s quarterly revenue has ranged from US$1.70 billion to US$2.41 billion, while basic EPS has moved between US$2.07 and US$5.92. Trailing 12 month revenue stands at US$7.8 billion and...

Sirius XM Holdings recently presented at J.P. Morgan’s 54th Annual Global Technology, Media and Communications Conference in Boston, where CFO Zachary James Coughlin discussed the company’s position following a quarter in which revenue grew 1.1% year on year and EBITDA exceeded analyst expectations. This combination of a conference spotlight and a quarter that outperformed forecasts on key financial metrics has sharpened investor focus on how Sirius XM balances slow top-line growth with...

Webull Corporation recently reported first-quarter 2026 results, with revenue rising to US$159.93 million from US$117.37 million a year earlier, but shifting from net income of US$13.09 million to a net loss of US$21.72 million. Alongside these results, Webull launched Vega Analyst, an AI-powered research tool designed to offer investors tailored, real-time stock analysis across fundamentals, technicals, and risk factors. Next, we’ll examine how the launch of the Vega Analyst AI tool...

Ares Management (NYSE:ARES) and Scion Group agreed to a $910 million partnership focused on student housing assets. The investment targets housing near top tier universities, with an emphasis on properties serving consistent student demand. The move represents fresh capital deployment into student housing, alongside Ares Management's existing credit and private equity businesses. Ares Management, trading at $123.99, is adding student housing to its mix at a time when the stock has had mixed...

Valley National Bancorp (NasdaqGS:VLY) has released its 2025 Corporate Social Responsibility Report. The report highlights a multi billion dollar commitment to affordable housing, community development, and economic inclusion across its service areas. Valley outlines targeted support for low to moderate income communities, including funding for housing, small businesses, and financial empowerment programs. For investors tracking Valley National Bancorp at a share price of $13.41, this CSR...

Fair Isaac (NYSE:FICO) has integrated Pindrop Protect’s AI fraud detection into the FICO Marketplace, expanding its contact center security offerings. The company marked its 70th anniversary at FICO World 2026 with the launch of the "Hello, Future" campaign focused on responsible and transparent AI in financial services. For investors watching NYSE:FICO, these updates come as the stock trades around $1,228.10, with returns up 14.0% over the past week and 18.5% over the past month. Over...

Payoneer Global (PAYO) extended its long running partnership with Upwork, keeping its role as a primary wallet and payout provider while adding a new focus on stablecoin enabled payouts and emerging market freelancers. See our latest analysis for Payoneer Global. Despite the Upwork renewal and upcoming investor conference appearance, Payoneer Global’s recent momentum has softened, with the share price down 8.1% year to date and the 1 year total shareholder return declining 27.2%. This is set...

StepStone Group (STEP) has wrapped up FY 2026 with Q4 total revenue of about US$588.6 million and a basic EPS loss of US$0.10, alongside trailing twelve month revenue of roughly US$2.0 billion and a cumulative EPS loss of US$6.78. Over recent quarters the company has seen revenue move from US$377.7 million and EPS loss of US$0.24 in Q4 FY 2025 to US$364.3 million and EPS loss of US$0.49 in Q1 FY 2026, US$454.2 million and EPS loss of US$4.66 in Q2, and US$586.5 million and EPS loss of US$1.55...

Bit Digital (BTBT) is back on investors' radar after first quarter results showed revenue of US$27.92 million and a net loss of US$146.67 million, alongside the appointment of a new Head of Investor Relations. See our latest analysis for Bit Digital. At a share price of US$1.94, Bit Digital has seen a 10.23% 1 day share price return and an 18.29% 90 day share price return, yet its 1 year total shareholder return is still down 22.40%. This suggests recent momentum is picking up after a weaker...

SFL Corporation Ltd. has already reported first-quarter 2026 results, posting revenue of US$174.48 million, net income of US$26.08 million, basic earnings per share of US$0.20, and declaring a quarterly cash dividend of US$0.22 per share payable around June 22, 2026, while extending its share buyback plan to June 2028. Together, the higher cash dividend and extended buyback plan point to management’s confidence in SFL’s cash-generating capacity and its commitment to ongoing shareholder...

In May 2026, Drip Coffee sued Kimco Realty in a Florida state court, alleging the REIT fraudulently induced multi‑year leases while concealing plans to demolish over 100,000 square feet of a shopping center to accommodate a Target redevelopment. The case raises questions about Kimco’s tenant‑relations practices and disclosure around redevelopment projects, issues that sit at the core of its open‑air shopping center business model. We’ll now examine how allegations that Kimco concealed...

Brookfield Wealth Solutions (BNT) is back in focus after first quarter results showed revenue of US$1,656 million compared with US$2,618 million a year earlier, alongside a net loss that widened from US$326 million to US$609 million. See our latest analysis for Brookfield Wealth Solutions. At a share price of US$45.35, the stock has seen a 7 day share price return that declined 4.6% and a year to date share price return that declined 2.9%. By contrast, the 1 year total shareholder return of...

Wondering if GigaCloud Technology at around US$38.55 is still offering value, or if the big gains are already behind it? This article breaks down what the current price might be implying about the stock. The stock has risen 4.0% over the past week, even though it is down 18.7% over the last 30 days and slightly down 0.5% year to date, while still showing a very large 1 year return of 105.9% and an even larger 3 year return. Recent coverage has focused on GigaCloud Technology as a fast...

Thermo Fisher Scientific (NYSE:TMO) has opened a new bioanalytical and biomarker laboratory in Gothenburg, Sweden. The facility is designed to support pharmaceutical and biotechnology companies across all stages of drug development. The lab is connected to Thermo Fisher Scientific's global network of drug development services. Thermo Fisher Scientific, trading at around $449.37, sits at the crossroads of tools, services, and outsourced support that many drug developers rely on. The stock is...