U.S. Software Stock News

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...

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...

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...

Subscriber milestone puts Karooooo (KARO) in focus Cartrack, a subsidiary of Karooooo (KARO), has surpassed two million active subscribers in South Africa. This milestone puts the group’s mobility SaaS model and customer-focused execution firmly on investors’ radar. See our latest analysis for Karooooo. Karooooo’s latest subscriber milestone lands after a period where the share price has moved steadily rather than sharply, with a 5.69% year to date share price return and a 19.93% one year...

If you are wondering whether WEX at around US$159.95 is priced fairly or offering value, you are not alone. This article is built to help you assess that question using several valuation tools. The stock has been relatively mixed recently, with a 7.8% return year to date and 3.8% over the last year, alongside a 4.3% decline over the past week and a 1.4% gain over the last 30 days. These movements can change how the market is thinking about its risk and opportunity. Recent coverage has...

Setting the scene on U.S. Physical Therapy With no fresh headline event driving U.S. Physical Therapy (USPH) today, investors are left weighing a share price of $76.83 alongside recent return figures and the company’s latest reported revenue and net income. See our latest analysis for U.S. Physical Therapy. The recent share price pullback, including a 1-day share price return of 1.35% decline and a 30-day share price return of 11.63% decline, sits alongside a 1-year total shareholder return...

In March 2026, Silvaco Group, Inc. completed a follow-on at-the-market US$15 million common stock offering and reported full-year 2025 revenue of US$63.06 million with a net loss of US$41.21 million, alongside guidance for first-quarter 2026 revenue of US$15 million to US$19 million. A few days earlier, the company also announced the immediate availability of Mixel MIPI Production Ready Offerings, broadening its silicon-proven mixed-signal interface IP portfolio across advanced process nodes...

EHang Holdings Limited reported its fourth-quarter 2025 results on March 12, 2026, with sales rising to CNY 243.78 million and quarterly net income reaching CNY 10.49 million, while full-year 2025 revenue increased to CNY 509.50 million alongside a full-year net loss of CNY 230.54 million. The shift from a quarterly net loss in the prior year to profitability in Q4 2025, even as the full year remained loss-making, highlights a meaningful improvement in operating performance and cost...

Earlier this month, Surgery Partners, Inc. reported 2025 results showing higher sales of US$885.0 million for the fourth quarter and US$3.31 billion for the year but continuing net losses, issued softer 2026 revenue guidance of US$3.35 billion to US$3.45 billion, launched a new US$200.0 million share repurchase program, and appointed veteran health system executive Lloyd Dean as an independent director. These developments, alongside pressure from activist investor Ortelius Advisors pushing...

Corvus Pharmaceuticals stock moves after recent performance swings Corvus Pharmaceuticals (CRVS) has been drawing fresh attention as its share price reflected sharp recent moves, including a 4.3% decline over the past day and a month return that is roughly 17.9% lower. See our latest analysis for Corvus Pharmaceuticals. Even with the latest 4.3% one day share price decline and a softer 30 day share price return of 17.9%, Corvus Pharmaceuticals still shows strong upward momentum, with a 90 day...

Winmark Corp recently passed the Caviar Cruise quality investing screen, which highlights companies with durable competitive strengths, high profitability, and solid financial health. This recognition emphasizes Winmark’s franchise-based model, where high returns on invested capital and strong cash flow conversion underpin its operational quality. We’ll now examine how Winmark’s very high return on invested capital shapes the company’s investment narrative following these quality-focused...

Amalgamated Financial (AMAL) is back in focus after reporting fourth quarter 2025 earnings, with revenue of $87.91 million that topped forecasts, alongside continued insider share sales by a senior executive. See our latest analysis for Amalgamated Financial. The latest quarterly update and ongoing insider selling come against a mixed price backdrop, with a 1 day share price return of 0.37% and a 30 day share price decline of 7.95%, while the 90 day share price return of 18.10% and 1 year...

Earlier this week, Madison Square Garden Sports Corp. and Blueair announced a partnership making Blueair the Official Air Care Partner of the New York Knicks, integrating its air wellness technology into the Knicks’ training center and prominent digital and in-arena platforms. Beyond branding, the collaboration underscores how MSG Sports continues to monetize the Knicks’ profile through specialized sponsorships that link performance, health, and fan engagement across multiple channels. Next,...

In early March 2026, YETI Holdings participated in back-to-back consumer and retail conferences hosted by Citi and Bank of America in the Miami area, outlining its outlook to institutional investors. Soon after these appearances, Morgan Stanley raised fresh concerns about YETI’s weaker 2026 guidance and earnings trajectory, sharpening investor focus on the company’s medium-term performance risks. With Morgan Stanley’s cautious commentary on YETI’s 2026 outlook now on the table, we’ll...

In early March 2026, FirstEnergy faced a severe windstorm across Ohio, Pennsylvania, West Virginia and Maryland, initially cutting power to about 655,400 customers before restoring service to nearly 478,000 within one day as crews and external teams worked continuously. The scale and speed of this restoration effort highlight how FirstEnergy’s operational readiness and grid resilience practices are tested in real-world conditions that matter to both customers and investors. Now we’ll examine...

Recently, Thermon Group Holdings reported strong fiscal third-quarter results, including about US$147 million in revenue and a 14% rise in new orders to US$158.2 million, leading management to raise full-year 2026 revenue guidance to US$516–526 million and adjusted EBITDA guidance to US$114–120 million. At the same time, institutional investor Clifford Capital Partners expanded its position by acquiring 414,006 shares, a move that underscores growing confidence in Thermon’s industrial...

If you are wondering whether Herc Holdings' current share price reflects its true worth, this article will walk through what the numbers are actually saying about value. The stock recently closed at US$108.91, with returns of 9.1% over 3 years and 18.8% over 5 years. More recent periods have been weaker, with a 7 day return of 9.3%, 30 day return of 37.1%, year to date return of 28.5% and 1 year return of 14.0%. Recent coverage has focused on Herc Holdings as a US equipment rental company...

In recent days, Sunoco LP has drawn attention ahead of its past earnings release, as analysts projected year-over-year improvements in earnings per share and revenue while estimate revisions signaled shifting expectations. At the same time, research firms have offered mixed signals, with an 'Overweight' rating from Wells Fargo contrasting with a Zacks Rank of #4 (Sell), highlighting differing views on Sunoco’s near-term prospects. We’ll now examine how this mix of upbeat earnings...

If you are trying to figure out whether Medpace Holdings at around US$450 per share is still good value, you are not alone. This article is written with that question front and center. The stock has had a mixed run recently, with a 4.3% decline over the last 7 days, a 5.2% gain over 30 days, a 21.1% decline year to date, yet a 38.6% return over 1 year and a 156.4% return over 3 years. These moves have kept Medpace on many investors' watchlists, with attention on how its contract research...

Earlier this week, Kyivstar Group Ltd. reported its full-year 2025 results, with sales rising to US$1,157 million from US$919 million, even as net income fell to US$124 million from US$283 million and basic EPS from continuing operations declined to US$0.57 from US$1.37. The company also issued 2026 guidance calling for USD revenue growth of 8%–11%, underlining management’s confidence in further expanding its fast-growing digital and connectivity ecosystem despite a volatile operating...