U.S. Software Stock News

Comfort Systems USA (NYSE:FIX) is benefiting from rising demand for data center and AI related infrastructure. Recent acquisitions are expected to significantly strengthen the company’s position and revenue base in these markets. Management is highlighting strong backlog growth tied to AI and data center projects. Comfort Systems USA, trading at $1,119.81, is increasingly tied to the build out of data centers that support AI workloads. The stock has moved sharply over time, with a 152.4%...

Cognizant Technology Solutions (CTSH) opened FY 2025 with Q1 revenue of US$5.1b and basic EPS of US$1.34, followed by Q2 revenue of US$5.2b and EPS of US$1.31, and then Q3 revenue of US$5.4b with EPS of US$0.56, setting a clear view of how the top and bottom line have tracked through the year. Over the past few quarters, revenue has moved from US$4.9b in Q2 2024 to US$5.1b in Q4 2024 and then to US$5.1b, US$5.2b and US$5.4b in Q1, Q2 and Q3 2025 respectively. Basic EPS shifted from US$1.14...

In late January and early February 2026, Duke Energy managed extreme cold across Florida and the Carolinas by urging voluntary conservation, maintaining grid reliability, and later reporting quarterly earnings that exceeded analyst expectations on both adjusted EPS and revenue. An interesting aspect is Duke Energy’s simultaneous focus on operational resilience and digital transformation, including participation in KPMG’s new Tax AI Accelerator Program to modernize its compliance and tax...

Western Alliance Bancorporation (NYSE:WAL) appointed Stephen McMaster as Chief Information Security Officer. The bank hired Ian Hawk to lead its New York market for note finance. The moves aim to strengthen cybersecurity and expand financing capabilities in a key private credit hub. For investors following NYSE:WAL, these hires relate to two core areas of banking today: digital security and specialized credit solutions. Financial institutions operate under tight regulatory expectations on...

In recent weeks, analysts have reassessed EOG Resources, with several firms expressing concerns about deteriorating well productivity in key Texas shale plays and trimming their expectations under softer oil market conditions. At the same time, some on Wall Street continue to highlight EOG’s capital discipline and exposure to long-term natural gas demand, creating a nuanced picture of the company’s prospects. We’ll now examine how these productivity concerns and shifting commodity...

Insider buying sparks interest in Adams Diversified Equity Fund (ADX) Recent insider buying by Janis F. Kerns, General Counsel and Corporate Secretary of Adams Diversified Equity Fund (ADX), has drawn fresh attention to the closed end fund after multiple share purchases near the stock's 52 week high. See our latest analysis for Adams Diversified Equity Fund. At a last close of US$22.96, Adams Diversified Equity Fund’s recent 7 day and 30 day share price returns of around 2% and 2% declines...

SharkNinja, Inc. recently launched a year-long, limited-edition Marilyn Monroe Collection, featuring Marilyn-inspired designs across its home, beauty, and kitchen product lines, including a new French Gold Shark WandVac Cordless Handheld Vacuum. By pairing a globally recognizable cultural icon with its existing product portfolio, SharkNinja is using design-led branding to differentiate in mature household appliance categories. Next, we will explore how this Marilyn Monroe Collection,...

If you are wondering whether Genpact is starting to look like a value opportunity, its recent share price and current valuation metrics raise some clear questions worth answering. The stock last closed at US$38.34, after a 14.4% decline over the past week, a 17.7% decline over the past month, and a 21.2% decline over the past year. These moves may have shifted how investors view its potential and its risks. Recent coverage of Genpact has focused on the broader business services sector and...

Morningstar recently published new research indicating that a 3.9% starting withdrawal rate, adjusted annually for inflation, may help retirees sustain their portfolios over a 30-year retirement horizon. The report also finds that combining this 3.9% withdrawal framework with delaying Social Security benefits until age 70 could significantly increase total lifetime spending for many retirees. We’ll now examine how Morningstar’s influential 3.9% retirement withdrawal guidance shapes the...

Why HEICO's NewSpace Power Move Is Getting Attention HEICO (HEI) is back in focus after VPT, one of its subsidiaries, introduced the VSCPL1210SG, a point of load DC, DC converter that rounds out its VSC Series NewSpace power solution. This launch gives HEICO a more complete offering across isolated DC, DC converters, point of load converters, and EMI filters, which could matter if you are tracking how the company positions itself in space related electronics. See our latest analysis for...

Zurn Elkay Water Solutions reported past full-year 2025 results with sales of US$1.70 billion and net income of US$198.0 million, alongside quarterly earnings that exceeded analyst expectations. The company paired record sales, higher earnings per share and strong free cash flow with a 22% dividend increase, a US$160.0 million share repurchase and guidance for further core sales growth in 2026. With these results and new 2026 growth guidance, we’ll explore how Zurn Elkay’s stronger margins...

FuelCell Energy (FCEL) has drawn fresh attention after disclosing that its employment relationship with former Executive Vice President, General Counsel and Corporate Secretary Joshua Dolger ended on January 6, 2026, under a detailed separation agreement. See our latest analysis for FuelCell Energy. At a share price of US$7.72, FuelCell Energy has seen a 5.03% 1 day share price gain, but the 7 day and 90 day share price returns of 19.50% and 9.07% declines suggest momentum has been fading,...

If you are wondering whether Bank of America shares still offer value at current levels, the starting point is understanding what the recent price action and fundamentals are actually implying. The stock last closed at US$55.38, with returns of 6.9% over the past 7 days, a 2.7% decline over 30 days, a 1.0% decline year to date, and gains of 20.3%, 64.1% and 89.5% over the past 1, 3 and 5 years respectively. Recent coverage of large US banks has focused on how investors are reassessing...

TransDigm Group (TDG) opened fiscal 2026 with Q1 revenue of US$2.3b and basic EPS of US$6.63, alongside net income of US$386m. This sets a clear reference point against a trailing twelve month EPS of US$31.08 on revenue of US$9.1b and net income of US$1.8b. The company has seen quarterly revenue move from US$2.0b and EPS of US$7.62 in Q1 2025 to US$2.3b and EPS of US$6.63 in Q1 2026. Over the same period, trailing twelve month revenue has shifted from US$8.2b with EPS of US$28.37 to US$9.1b...

If you are wondering whether Ameriprise Financial's current share price gives you genuine value, this article will help you size up what you might actually be paying for. The stock last closed at US$530.05, with returns of 6.4% over the past week, 7.3% over the last month, 7.3% year to date and 0.3% over the past year, set against longer term returns of 56.5% over three years and 166.6% over five years. Recent coverage around Ameriprise Financial has focused on its position as a large,...

Merck (MRK) has put up another solid quarter for FY 2025, with Q3 revenue of US$17.3b and basic EPS of US$2.32 alongside net income of US$5.8b. The company has seen revenue move from US$16.7b in Q3 2024 to US$17.3b in Q3 2025, while trailing twelve month EPS sits at US$7.57 and net income at US$19.0b. This gives investors a clear read on a business that is pairing sizeable sales with a thick profit margin. See our full analysis for Merck. With the latest numbers on the table, the next step is...

Alliant Energy is accelerating its move away from coal and gas toward a larger wind, solar, and battery storage portfolio across its Midwest service area. The company is adding long term power contracts with data centers, tying future demand to large, energy intensive customers. Management has outlined a sizable capital expenditure plan focused on grid modernization and renewables build out. Alliant Energy, traded as NasdaqGS:LNT, is reshaping its business around cleaner generation while...

If you are wondering whether Primo Brands at US$19.51 is priced attractively or asking too much for its prospects, you are not alone. The stock has returned 4.2% over the last 7 days and 17.1% over the last 30 days, yet its 1 year return sits at a 40.8% decline, with longer term 3 year and 5 year returns of 34.9% and 27.1%. Recently, market attention on Primo Brands has been shaped by company specific updates and sector focused commentary that have put food and beverage names back on many...

In recent days, Scotiabank upgraded The Mosaic Company to “Outperform,” citing expectations that phosphate stripping margins are bottoming and that lower ammonia and sulphur costs could support its fertilizer business. This shift in analyst sentiment highlights how changing input cost trends and margin expectations can reshape perceptions of Mosaic’s position across the phosphate and potash markets. With this upgrade and anticipated phosphate margin recovery in focus, we’ll explore how...

Why Westinghouse Air Brake Technologies Is Back on Investors’ Radar Westinghouse Air Brake Technologies (WAB) has attracted fresh investor attention after a strong run in recent months, prompting a closer look at how its current share price lines up with recent returns. See our latest analysis for Westinghouse Air Brake Technologies. The recent move to a US$236.27 share price comes after a 9.24% 1 month share price return and a 14.68% 3 month share price return. The 5 year total shareholder...

Annaly Capital Management (NLY) is back in focus after reporting better than expected Q4 2025 earnings and revenue, supported by income from agency MBS, residential credit and mortgage servicing rights. See our latest analysis for Annaly Capital Management. That earnings beat has arrived after a mixed price patch, with the 1-day share price return of 1.29% and 90-day share price return of 5.21% contrasting with a 27.60% 1-year total shareholder return. This suggests momentum has been...

Olin Corporation (NYSE:OLN) reported weaker than expected fourth quarter results, with performance pressured by operational issues and supply constraints. The company cited reduced demand for chlorine as a key headwind affecting its chemicals business in the period. In response, Olin is pursuing cost reductions, entering a long term supply agreement, and planning an expansion project in Brazil to support future sales. Olin is a major chlor-alkali and epoxy producer, as well as a significant...

If you are wondering whether Truist Financial's current share price offers genuine value or just headline appeal, it helps to start with how the stock has been behaving and what that might imply for risk and opportunity. The shares last closed at US$54.03, with returns of 6.2% over 7 days, 8.6% over 30 days, 8.6% year to date and 19.7% over 1 year. The 3 year and 5 year returns sit at 27.1% and 28.0% respectively. Recent coverage around Truist Financial has focused on the company as a large...

Why National Health Investors Is On Investors’ Radar National Health Investors (NHI) has been drawing attention after a recent period of solid share performance, and investors are weighing how its current valuation lines up with the real estate investment trust’s income profile. See our latest analysis for National Health Investors. The recent 1-month share price return of 5.56% and 90-day share price return of 6.50% suggest momentum has been building. The 1-year total shareholder return of...