U.S. Software Stock News

Scholar Rock Holding (SRRK) shares have been in focus after the company reported a first quarter net loss of US$105.51 million, compared with US$74.72 million a year earlier. This has drawn attention to its current cash burn and execution risks. See our latest analysis for Scholar Rock Holding. The earnings update, along with fresh inducement equity awards and filings showing large institutional holders, comes after a 1-year total shareholder return of 57.49% and a very large 3-year total...

Wondering whether Establishment Labs Holdings at around US$70.04 is offering fair value or asking too much for its growth story is a natural question if you are watching the stock. The share price shows a 1.4% return over the past 7 days, 4.6% over 30 days, 1.7% year to date and 95.2% over the past year, which naturally raises questions about how much of the story is already in the price. Recent coverage has focused on Establishment Labs Holdings in the context of the broader Medical...

In May 2026, Corvus Pharmaceuticals reported final Phase 1 data showing that its oral ITK inhibitor soquelitinib produced dose-dependent efficacy and a placebo-like safety profile in moderate-to-severe atopic dermatitis patients who had previously failed at least one topical or systemic therapy. An unusual and clinically important feature of the results was the maintenance of disease control without rebound or rescue medication during drug-free follow-up, supporting Corvus’s thesis that...

Ceragon Networks (NasdaqGS:CRNT) opened Q1 2026 with revenue of US$85.0 million and a basic EPS loss of US$0.01, setting a mixed tone for the quarter. Over recent periods, the company has seen quarterly revenue move between US$82.3 million and US$88.7 million, while EPS has swung from a profit of US$0.04 to a loss of around US$0.01. This underscores how sensitive margins remain to small shifts in performance. For investors, the latest print keeps the focus squarely on whether Ceragon can...

Driven Brands Holdings (DRVN) closed FY 2025 with fourth quarter revenue of US$259.6 million and basic EPS of US$0.26, capped by trailing twelve month EPS of US$0.81 on revenue of about US$1.9 billion as the company moved into profitable territory over the year despite a one off loss of US$33.5 million. Over the last few quarters, the company has seen quarterly revenue range from US$516.2 million to US$550.9 million with EPS swinging between US$0.07 and US$0.37. Trailing twelve month revenue...

If you are wondering whether Lowe's Companies at around US$221.05 a share looks like a bargain or a stock to treat with caution, the starting point is understanding what that price actually reflects. Over the short term the stock has been mixed, with a 0.3% gain over the last week, a decline of 12.7% over the last month, and a decline of 10.5% year to date, while the return over the last year is a decline of 0.9% and gains over 3 and 5 years sit at 15.1% and 25.5% respectively. That pattern...

Expedia Group (NasdaqGS:EXPE) has announced a new partnership with CLEAR to bring expedited airport experiences directly into its travel booking platform. The collaboration connects CLEAR’s identity verification, enrollment, and travel concierge services with Expedia’s ecosystem, including the One Key loyalty program. For travelers using Expedia Group (NasdaqGS:EXPE), this partnership links trip planning with services that aim to reduce friction at the airport. CLEAR focuses on trusted...

Safehold (SAFE) has expanded its ground lease activity into affordable housing by closing on leases for two Low Income Tax Credit communities in Santa Cruz and Santa Clarita, California, totaling 211 units targeted for delivery in 2028. See our latest analysis for Safehold. The latest affordable housing leases come after a recent shelf registration for up to 3,000,000 shares, and follow a 1 day share price return of 3.09% at US$14.66. The year to date share price performance is 7.56%, while...

Arcos Dorados Holdings Inc. has reported its first-quarter 2026 results, with revenue rising to US$1,215.96 million and net income to US$36.14 million, lifting basic earnings per share from continuing operations to US$0.17 from US$0.07 a year earlier. The sharp improvement in both revenue and earnings suggests that recent operational and commercial efforts are translating into stronger profitability across the business. We’ll now examine how this stronger first-quarter revenue and earnings...

Dorchester Minerals, L.P. has reported past first‑quarter 2026 results, with sales of US$849,000, revenue of US$58.88 million and net income of US$28.26 million, all higher than a year earlier. The partnership’s earnings per unit rose to US$0.59, highlighting how its royalty and net‑profits interests can amplify benefits from stronger oil markets. We will now examine how Dorchester Minerals’ improved first‑quarter profitability, underpinned by higher royalty‑linked revenue, shapes its...

Northwest Bancshares (NWBI) has drawn investor attention after recent trading aligned with its solid one year and multi year total returns. This has prompted a closer look at how its regional banking business and current valuation fit together. See our latest analysis for Northwest Bancshares. Recent share price moves have been relatively steady, with the stock holding at around $13.66 after a modest 30 day share price return of 1.56%, while the 1 year and multi year total shareholder returns...

Unusual options activity in BancFirst (BANF) has put the stock on many investors’ screens, with elevated implied volatility coinciding with a recent earnings beat and generally more positive analyst sentiment. See our latest analysis for BancFirst. Recent trading reflects this renewed attention, with the share price at $108.24 and a 1-year total shareholder return that declined 15.04%, while the 3-year and 5-year total shareholder returns of 31.34% and 77.84% point to a stronger longer term...

Multiple securities class action lawsuits have been filed against Coty (NYSE:COTY). The actions follow the abrupt departure of CEO Sue Y. Nabi and the withdrawal of Coty's 2026 financial guidance. Investors allege management made misleading statements about business conditions and softness in key segments. Coty operates in the global beauty and personal care industry, where brand strength, consumer trends, and distribution reach play a central role. For investors, management stability and...

McGrath RentCorp recently completed a new US$725 million five-year credit facility maturing in 2031, replacing its prior US$650 million line of credit and earmarking the expanded capacity for working capital, capital expenditures and other general corporate uses. The upsized and extended facility, backed by a syndicate led by Bank of America with U.S. Bank and Wells Fargo, highlights lenders’ willingness to support McGrath RentCorp’s balance sheet flexibility and future investment...

Earlier this month, Regency Centers Corporation’s Board declared quarterly cash dividends of US$0.390625 per share on its Series A preferred stock and US$0.367200 per share on its Series B preferred stock, both payable on July 31, 2026, to shareholders of record as of July 16, 2026. Alongside these preferred dividends, Regency Centers released an updated investor presentation outlining its strategic priorities and retail real estate positioning, aiming to reinforce confidence in its...

Tyra Biosciences (TYRA) stock is back in focus after first quarter results showed a wider net loss, a strong cash position, ongoing Phase 2 trials for dabogratinib and fresh institutional buying interest. See our latest analysis for Tyra Biosciences. The stock has cooled off in recent sessions, with the share price down 5.3% over the last day and 5.0% over the past month, but a 26.1% year to date share price return and a very strong 1 year total shareholder return of 238.5% point to momentum...

Wondering if Teradata at around US$32.65 is pricing in too much optimism or still offering value? This article walks through what the current numbers might be telling you. The stock has returned 2.9% over the past week, 20.5% over the past month, 10.0% year to date and 45.2% over the past year, while longer periods show declines of 27.0% over three years and 29.9% over five years. Recent headlines have focused on Teradata's role as a data and analytics platform provider, with attention on...

Investors may be wondering whether Portland General Electric at around US$49.29 is offering good value right now, or if the recent gains have already been priced in. The stock is up 1.8% over the last week, has fallen 6.0% over the last month, and sits on a 20.5% return over the past year, which may signal shifting expectations around both its potential and its risks. Recent coverage around Portland General Electric has focused on its role as a regulated electric utility and how it fits into...

Columbia Banking System, Inc. recently declared a quarterly cash dividend of US$0.37 per common share, payable on June 15, 2026, to shareholders of record as of May 29, 2026. This latest payout extends the bank’s long record of regular cash distributions, underscoring its emphasis on shareholder returns even as it works through profitability challenges. With this confirmed US$0.37 quarterly dividend in place, we’ll now consider how the payout shapes Columbia Banking System’s broader...

Today is shaping up negative for Antalpha Platform Holding Company ( NASDAQ:ANTA ) shareholders, with the covering...

If you are wondering whether Marsh & McLennan Companies, at around US$166 per share, still offers solid value, it helps to step back and look at what the current price might be implying. The stock is up 1.6% over the last 7 days, but is down 5.5% over 30 days, down 9.0% year to date, and has fallen 26.7% over the past year, which may have shifted how the market is thinking about its risk and return profile. Recent attention on the broader insurance and risk management sector has kept Marsh &...

Inhibrx Biosciences (INBX) has become a focus for biotech investors after reporting interim Phase 2 HexAgon data on INBRX-106 combined with pembrolizumab in first-line head and neck cancer, alongside a recent first quarter earnings update. See our latest analysis for Inhibrx Biosciences. The interim HexAgon data and first quarter earnings update come after a period of strong market interest, with a 30 day share price return of 24.12% and a year to date share price return of 45.94%. The 1 year...

Waystar Holding's Board of Directors has authorized a $200 million stock repurchase plan. The buyback approval covers shares of NasdaqGS:WAY at a current share price of $19.6. The program signals an intention to return capital to shareholders through share repurchases. For investors watching NasdaqGS:WAY, the new $200 million buyback plan comes after a challenging period for the stock. The share price is $19.6, with the stock down 24.0% over the past 30 days, down 37.5% year to date, and...

Innospec (IOSP) has announced a new US$75 million share repurchase authorization along with a 10% increase in its semi-annual dividend, placing capital returns at the center of the current story for the stock. See our latest analysis for Innospec. The buyback and dividend increase come after a mixed period for Innospec, with the share price falling 11% over the past three months and the 1 year total shareholder return down 12%, suggesting sentiment has been cooling despite recent capital...