U.S. Software Stock News

Why Clear Secure Is Suddenly in the Spotlight Clear Secure (YOU) has jumped up investors’ watchlists after a run of quarters where it beat both earnings and revenue expectations, drawing fresh media coverage and interest in its recent stock moves. See our latest analysis for Clear Secure. Despite a 44.92% total shareholder return over the past year, recent share price performance has cooled. The 30 day share price return is 9.30% and the 90 day share price return is 9.67%, which hints that...

In recent days, Asana reported past progress on tightening financial discipline and raised its full-year revenue and operating margin guidance while operating in a constrained growth backdrop. A key takeaway is Asana’s push into AI-powered offerings like AI Studio and AI Teammates, which could gradually shift its business toward a more consumption-oriented model less tied to traditional seat expansion. Next, we’ll examine how Asana’s focus on AI-driven products and evolving monetization...

If you are wondering whether LCI Industries is fairly priced or offering value right now, you are not alone. This article will walk through the key numbers that matter. The stock last closed at US$152.75, with returns of 2.3% over 7 days, 20.8% over 30 days, 22.9% year to date, 57.8% over 1 year, 49.1% over 3 years and 26.7% over 5 years. This naturally raises questions about what is already reflected in the current price. Recent coverage of LCI Industries has focused on how investors are...

BorgWarner (NYSE:BWA) declared a quarterly cash dividend, reaffirming its regular payout to shareholders. The board approval signals continued capital return through ongoing dividend distributions. BorgWarner focuses on powertrain and eMobility solutions for global automakers, with products that span combustion, hybrid, and electric vehicle technologies. For investors watching the auto components space, dividend decisions can be especially relevant as manufacturers and suppliers adjust...

Amphastar Pharmaceuticals recently reported that rising day-to-day expenses have outpaced revenue, causing its adjusted operating margin to contract by 4.3 percentage points. This margin pressure is particularly important for Amphastar, which operates with a relatively small revenue base and fewer distribution channels than larger drugmakers. We’ll examine how this adjusted operating margin compression shapes Amphastar’s investment narrative, particularly around cost control and operational...

Kimball Electronics (KE) has put out a mixed Q2 2026 update, with revenue of US$341.3 million and basic EPS of US$0.15, alongside trailing twelve month EPS of US$0.98 on US$1.46 billion of revenue that reflects a sharp 199.5% earnings gain over the last year but a longer run of choppy results. The company has seen quarterly revenue move between US$341.3 million and US$380.5 million over the past six reported periods, while basic EPS has ranged from about US$0.13 to US$0.41. This sets the...

Edwards Lifesciences (NYSE:EW) is awaiting an FDA decision on its SAPIEN M3 Transcatheter Mitral Valve Replacement system, a potential milestone for its structural heart portfolio. Institutional investors have been building positions around this catalyst, with recent order flow suggesting heightened attention on the upcoming regulatory outcome. The company has also been active with a share repurchase program, signaling confidence from management in the long term outlook. Edwards...

Blue Bird (BLBD) has opened fiscal 2026 with Q1 revenue of US$333.1 million and basic EPS of US$0.97, alongside trailing twelve month revenue of about US$1.5 billion and EPS of US$4.09 that reflects a 20% earnings lift over the past year. Over recent quarters, the company has seen revenue move from US$313.9 million in Q1 2025 to US$333.1 million in Q1 2026, while basic EPS shifted from US$0.89 to US$0.97 as net profit margin held in the high single digits. With net profit margin edging up to...

National Fuel Gas (NFG) has just posted first quarter earnings that included revenue of US$651.51 million and net income of US$181.65 million, along with higher earnings per share compared with the prior year. See our latest analysis for National Fuel Gas. Those stronger quarterly numbers sit alongside a 6.5% 1 month share price return and a 6.7% 3 month share price return. The 1 year total shareholder return of 20.2% and 5 year total shareholder return of 126.0% point to momentum that has...

Marathon Petroleum, ticker NYSE:MPC, has proposed a new four year labor contract to the United Steelworkers union, covering a significant portion of the U.S. refining workforce. At the same time, the company has launched a community investment initiative in California through an educational partnership focused on water recycling with the Water Replenishment District. The dual developments touch both operational labor terms and Marathon's approach to environmental education and community...

Synchrony Financial (NYSE:SYF) reported mixed Q4 results, pairing better-than-expected adjusted earnings per share with a cautious net revenue outlook for 2025. Management highlighted growing digital engagement, new product categories and successful partner renewals as key themes from the quarter. The company also pointed to moderating consumer spending trends and the potential impact of anticipated interest rate cuts on its business. For you as an investor, the current picture around...

Investors may be wondering whether Corporación América Airports still represents good value after its strong share price history, or if most of the opportunity is already reflected in the current US$28.24 price. The stock has had a mixed recent run, with a 7% decline over the last week, a 5.5% gain over the past month, and returns of 6.3% year to date and 42.7% over the last year. Over longer periods, the 3 year gain is very large and the 5 year return is also very large. Recent attention on...

In January 2026, Kirby Corporation reported fourth-quarter 2025 revenue of US$851.78 million and net income of US$91.81 million, alongside continued share repurchases totaling 1,030,729 shares for US$101.60 million in the quarter. Management also projected 2026 operating cash flow of US$575 million to US$675 million and signaled an ongoing focus on both acquisitions and returning cash to shareholders, underscoring an emphasis on capital deployment. With these stronger earnings and Kirby’s...

If you are wondering whether Bunge Global's share price fairly reflects its business today, you are not alone. This article is here to help you size up what you are actually paying for. The stock closed at US$113.94, with a 1.1% decline over the last 7 days, while returns sit at 20.8% over 30 days, 23.0% year to date, 70.2% over 1 year, 29.5% over 3 years and 71.1% over 5 years. These moves have put Bunge Global back on many investors radars, as they reassess what is already priced into the...

Why Eastman Chemical’s latest earnings and analyst reactions matter Eastman Chemical (EMN) has been in focus after its full year 2025 earnings and a cluster of analyst rating reaffirmations and price target changes, even as some international revenues and recent performance raised questions. See our latest analysis for Eastman Chemical. Despite weaker full year 2025 earnings, Eastman Chemical’s share price has shown strong recent momentum, with a 24.21% 3 month share price return and an...

First American Financial (NYSE:FAF) is experiencing a prolonged period of weak revenue and earnings per share growth. This extended phase of minimal topline and per share progress points to ongoing operational stagnation. The company’s growth trends continue to lag industry and broader market benchmarks. First American Financial, a major player in title insurance and related real estate services, sits at the crossroads of housing activity, mortgage volumes, and broader transaction trends...

Investors may be wondering if Marriott International at around US$326 per share still offers value, or if most of the opportunity has already been priced in. The stock has recorded returns of 2.1% over the last 7 days, 1.4% over 30 days, 4.2% year to date, 8.8% over 1 year, 92.4% over 3 years and 167.3% over 5 years. This raises fair questions about what you are paying for today. Recent attention on large branded hotel operators, including Marriott, has focused on how asset light models,...

If you are wondering whether Thermon Group Holdings at about US$48.77 is still reasonably priced, or if the recent enthusiasm has already been factored in, this article walks through what the current valuation might be telling you. The stock has recently seen returns of 7.0% over the last 7 days, 26.8% over 30 days, 29.6% year to date and 83.9% over the past year, with multi year returns of 83.1% over 3 years and 200.3% over 5 years. These moves have come alongside ongoing interest in...

Kulicke and Soffa Industries (KLIC) kicked off Q1 2026 with total revenue of US$199.6 million and basic EPS of US$0.32, setting a cleaner earnings picture against a still loss making trailing twelve month profile. The company has seen quarterly revenue move from US$166.1 million in Q1 2025 to US$199.6 million in Q1 2026, while basic EPS shifted from US$1.52 in Q1 2025 through a volatile stretch that included losses in mid 2025 before landing at US$0.32 this quarter. This puts the focus firmly...

Levi Strauss (NYSE:LEVI) has launched the Levi’s Wear Longer Project, a new program focused on clothing repair and sustainability education for Gen Z. The company is pairing the initiative with a Super Bowl week pop-up in San Francisco that features collaborations, live experiences, and community workshops on garment repair and creative reuse. For a brand built on denim and workwear, Levi Strauss is leaning into durability as part of its broader identity, rather than only selling new...

Progress Software, NasdaqGS:PRGS, is facing scrutiny after the recent ShareFile acquisition increased leverage and highlighted its dependence on deal driven growth. Industry commentary is focusing on the company’s organic growth trajectory and the risk of tougher year over year comparisons as ShareFile is fully reflected in results. Investors are weighing the impact of a more leveraged balance sheet and weaker underlying trends on the company’s future guidance and risk profile. Progress...

How Fox (FOXA) Has Been Performing Heading Into Q2 2026 Fox (FOXA) just posted Q2 2026 revenue of US$5.2b with basic EPS of US$0.53, putting fresh numbers on the board for investors watching its media earnings story. The company has seen quarterly revenue move from US$5.1b in Q2 2025 to US$5.2b this quarter, while EPS shifted from US$0.82 to US$0.53 over the same period. On a trailing twelve month basis, EPS sits at US$4.24 on revenue of US$16.6b. With net profit margin over the last year at...

Magnera (MAGN) just opened Q1 2026 with revenue of US$792 million and a basic EPS loss of US$0.96 per share, setting the tone for another quarter where top line and per share losses stay front and center for investors. Over the past year, the company has seen quarterly revenue move from US$702 million in Q1 2025 to US$792 million in Q1 2026, while basic EPS has ranged from a loss of US$1.69 in Q1 2025 to a loss of US$0.96 most recently, leaving margins under pressure and keeping the path to...

Mirum Pharmaceuticals agreed to acquire Bluejay Therapeutics, adding a late stage hepatitis D candidate to its rare liver disease pipeline. The deal expands Mirum's portfolio beyond its existing bile acid products, including those acquired from Travere Therapeutics. The company aims to widen its reach in rare liver diseases by reducing reliance on a single product and broadening treatment options for patients. Mirum Pharmaceuticals (NasdaqGM:MIRM), recently trading at about $98.23 per...