U.S. Software Stock News

NYSE:OUT
NYSE:OUTSpecialized REITs

Is OUTFRONT Media (OUT) Using Formula E Miami To Redefine Its Sports Advertising Edge?

OUTFRONT Media announce that it has been named the Official Out-of-Home Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated., gaining Formula E IP rights to run branded campaigns and fan activations across Miami and South Florida during and around race weekend. This agreement extends OUTFRONT’s growing presence around major sports and cultural events while highlighting its sustainability efforts, from LED conversions to transit-focused...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

Brazil Ruling Eases Sigma Lithium Fears As Ramp Up Continues

Brazil's mining regulator confirmed the safety of Sigma Lithium's waste piles, directly addressing recent media allegations around its operations. The regulator's statement supports the continued ramp up of Sigma Lithium's Brazilian operations without additional safety restrictions. The clarification comes as the company, trading as NasdaqCM:SGML, faces heightened scrutiny over environmental and operational risks. For investors watching NasdaqCM:SGML, this regulatory confirmation follows a...
NYSE:HPQ
NYSE:HPQTech

Is HPQ Now A Potential Opportunity After Prolonged Share Price Weakness

If you are wondering whether HP's share price really reflects what the business is worth, you are not alone, and that is exactly what this article will help you unpack. HP's stock closed at US$19.82, with a 4.0% gain over the last 7 days, set against an 8.5% decline over 30 days and a 10.4% decline year to date, as well as a 36.4% decline over 1 year, 25.1% over 3 years and 13.5% over 5 years. These moves have come as investors continue to reassess established tech names like HP in the...
NYSE:ALL
NYSE:ALLInsurance

Allstate’s Bigger Payouts And Buyback Raise Questions On Future Returns

Allstate (NYSE:ALL) announced a significant dividend increase following its Q4 results. The company also authorized a new $4b share repurchase program. These capital return measures were introduced after reporting strong Q4 performance. Allstate is a major US property and casualty insurer, with a core focus on auto and home coverage for retail customers. The latest capital return announcement arrives as insurers continue to manage claims costs, pricing, and catastrophe exposure. All of...
NYSE:JKS
NYSE:JKSSemiconductor

A Look At JinkoSolar Holding’s Valuation After New Cybersecurity Certification For Jinko ESS

JinkoSolar Holding (NYSE:JKS) is back in focus after its North American energy storage unit, Jinko ESS, received IEC 62443-2-4 cybersecurity certification, an independent audit that could matter for utility and data center oriented investors. See our latest analysis for JinkoSolar Holding. The IEC 62443-2-4 news lands after a sharp 8.46% 1-day share price return to US$27.56. However, the 90-day share price return is a 3.57% decline and the 3-year total shareholder return is a 37.52% loss,...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Assessing Microsoft (MSFT) Valuation After Recent Share Price Pullback

Microsoft’s recent performance in focus Microsoft (MSFT) has drawn fresh attention after a period where the stock showed a 13.4% decline over the past month and a 16.6% decline over the past 3 months, prompting investors to reassess fundamentals. See our latest analysis for Microsoft. The recent 12.4% year to date share price decline, alongside a 13.4% 30 day and 16.6% 90 day share price pullback, contrasts with a 1 year total shareholder return of 0.3% and a 3 year total shareholder return...
NYSE:DTE
NYSE:DTEIntegrated Utilities

Assessing DTE Energy (DTE) Valuation After Steady Returns And Grid Investment Plans

DTE Energy (DTE) has attracted fresh attention after recent share price moves, with the stock last closing at $135.70. That has investors revisiting its returns, earnings profile, and current valuation. See our latest analysis for DTE Energy. The recent move to a $135.70 share price comes after a 5.36% 1 month share price return and a 14.34% 1 year total shareholder return, suggesting momentum has been steady rather than dramatic as the market reassesses DTE Energy’s earnings profile and...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu’s New US$5,000m Buyback Highlights Confidence In AI Growth Story

Baidu, NasdaqGS:BIDU, has announced a substantial share repurchase program with approval from its board. The buyback plan represents a material corporate action that may influence investor perception of the company. The program comes as Baidu's shares last closed at $137.95. Baidu enters this buyback announcement with a mixed recent track record for shareholders. The stock is down 12.5% over the past week and 7.8% over the past month, with an 8.2% decline year to date. Over a longer...
NYSE:AYI
NYSE:AYIElectrical

Does Acuity’s 17% Dividend Hike Reshape The Capital Return Story For AYI?

Acuity Inc.’s Board of Directors has approved a 17% increase in the quarterly dividend to US$0.20 per share, payable on February 13, 2026, to shareholders of record as of February 2, 2026. This dividend hike highlights the company’s willingness to return more cash to shareholders, which can be an important signal about management’s view of its financial position. We will now examine how Acuity’s 17% dividend increase shapes its broader investment narrative and what it may indicate for...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

How Investors May Respond To Dorchester Minerals (DMLP) Raising Its Q4 2025 Cash Distribution Per Unit

Dorchester Minerals, L.P. previously announced a fourth quarter 2025 cash distribution of US$0.755712 per common unit, covering activity through December 31, 2025 and payable on February 12, 2026 to unitholders of record as of February 2, 2026. This payout detail highlights how the partnership continues to emphasize cash returns to income-focused investors through its regular distribution framework. We’ll now examine how this latest quarterly cash distribution shapes Dorchester Minerals’...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial (CASH) Is Up 6.8% After EPS Jump And 11% Share Buyback Completion – Has The Bull Case Changed?

Pathward Financial, Inc. reported first-quarter 2026 results for the period ended December 31, 2025, with net interest income of US$119.34 million versus US$125.25 million a year earlier, and net income rising to US$35.17 million, lifting basic and diluted earnings per share from continuing operations to US$1.57 from US$1.23. Alongside the earnings report, the company disclosed that it has completed repurchases of 2,713,988 shares for US$203.89 million under its August 2023 buyback, retiring...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Ameren Grid Investment Push Reshapes Role With Data Centers And Industry

Ameren (NYSE:AEE) is ramping up grid modernization and transmission hardening to support rising demand from large industrial customers and new infrastructure projects such as data centers. The company is committing multi billion dollar investments to smart grid technology and cleaner generation to serve contracted load growth from data centers and advanced manufacturing. These efforts are contributing to higher revenues and a shift in Ameren's role as a core regional infrastructure provider...
NasdaqCM:OPTX
NasdaqCM:OPTXElectronic

Does Syntec Optics (OPTX) Sentiment Shift Reveal a Deeper Turn in Its Governance Narrative?

Syntec Optics Holdings, Inc. recently saw stockholders approve an amendment to its Second Amended and Restated Certificate of Incorporation at the January 20, 2026 annual meeting, while January short interest fell and a hedge fund added a new position alongside mixed analyst views. Taken together, the governance change, reduced short positioning, and fresh institutional interest highlight shifting sentiment signals that many investors monitor closely. We’ll now explore how the sharp decrease...
NYSE:RJF
NYSE:RJFCapital Markets

Raymond James Unveils Rai As AI Investment Joins Buybacks And Growth

Raymond James Financial (NYSE:RJF) has launched a new digital AI operations agent, Rai, for advisers and staff. The firm is rolling out Rai across the enterprise alongside upgrades to its broader suite of AI tools. The move is aimed at modernizing workflows, supporting decision-making, and sharpening the firm’s position in wealth management. For investors watching NYSE:RJF, the launch of Rai sits alongside a share price of $169.89 and multi year returns of 56.6% over 3 years and 142.7% over...
NYSE:BOX
NYSE:BOXSoftware

Box AI Plan Puts Content Governance At Center Of Growth Question

Box CEO Aaron Levie has outlined how the company plans to use AI to reshape content workflows and governance. The approach focuses on redesigning business processes and managing unstructured enterprise data, rather than only seeking more advanced AI models. Levie also addressed industry issues such as SaaS pricing pressure and the move toward consumption based models as part of Box's longer term plan. For investors watching NYSE:BOX, this update comes with the stock at $24.73 and a mixed...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Amneal Pharmaceuticals (AMRX) Valuation After Opioid Settlement Finalization And S&P Index Additions

Amneal Pharmaceuticals (AMRX) just stepped into the spotlight as its stock reacts to two big developments: the nationwide opioids settlement becoming effective and the company’s fresh inclusion in several S&P indices. See our latest analysis for Amneal Pharmaceuticals. The latest developments sit on top of a clear upswing in the stock, with a 30 day share price return of 13.53% and a 90 day share price return of 23.76%. The 1 year total shareholder return of 80.83% and the very large 3 year...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take Two Interactive Software (TTWO) Posts US$92.9m Quarterly Loss Testing Bullish Margin Narrative

How Take-Two Interactive Software (TTWO) Landed This Quarter Take-Two Interactive Software (TTWO) has reported Q3 2026 revenue of US$1.7b with a basic EPS loss of US$0.50, alongside trailing twelve month revenue of US$6.6b and a basic EPS loss of US$21.81. The company has seen quarterly revenue move from US$1.36b in Q3 2025 to US$1.58b in Q4 2025, US$1.50b in Q1 2026, US$1.77b in Q2 2026 and now US$1.70b in Q3 2026. Over the same stretch, basic EPS ranged from a loss of US$0.71 to a loss of...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Sonos (SONO) Q1 EPS Breakthrough Challenges Longstanding Profitability Concerns

Sonos (SONO) opened its 2026 financial year with Q1 revenue of US$545.7 million and basic EPS of US$0.78, alongside net income of US$93.8 million. This set a clear marker after last year’s mixed quarters. The company’s quarterly revenue moved from US$550.9 million in Q1 2025 to US$545.7 million in Q1 2026, while basic EPS shifted from US$0.41 to US$0.78 over the same period. These figures highlight how near term profitability is intersecting with longer term expectations around growth and...
NYSE:NABL
NYSE:NABLSoftware

Can N-able’s (NABL) New Agentic AI Push It Into the Cyber Resilience Big Leagues?

N-able, Inc. recently announced enhanced AI capabilities across its cyber resilience platform, applying agentic AI to endpoint management, security operations, and data protection for small- and medium-sized businesses. By harnessing telemetry from more than 11 million managed endpoints and over 25,000 technology service providers, N-able is turning vast operational data into unified, AI-driven tools that aim to reduce complexity while strengthening cyber defenses. We’ll now examine how...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Do Eastern Bankshares' (EBC) 2025 Results Recast Its Capital Return Strategy Or Reinforce The Status Quo?

Eastern Bankshares, Inc. recently reported full-year 2025 results showing net interest income of US$828.6 million and net income of US$88.2 million, alongside a regular quarterly dividend of US$0.13 per share payable on March 20, 2026 to shareholders of record on March 6, 2026. The company also completed a share repurchase of 3,100,000 shares for US$55.4 million and reported quarterly net charge-offs of US$9.8 million, or 0.18% of average total loans, highlighting its ongoing capital...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Evaluating Bel Fuse (BELF.A) After Strong Recent Share Price Momentum

Why Bel Fuse is on investors’ radar today Bel Fuse (BELF.A) has been drawing attention after a strong run in recent months, with the stock showing a one-month return of 24.5% and a three-month return of 37.7%. See our latest analysis for Bel Fuse. That recent momentum, with a 24.5% 30 day share price return and 37.7% 90 day share price return, sits alongside a very large 5 year total shareholder return. This suggests that investors have been steadily reassessing Bel Fuse’s growth prospects...
NYSE:SCHW
NYSE:SCHWCapital Markets

Is It Too Late To Consider Charles Schwab (SCHW) After A 99% Five-Year Return?

If you are wondering whether Charles Schwab still offers good value at its current share price, or if most of the upside has already been priced in, this article breaks down what the numbers are actually saying about the stock today. The share price recently closed at US$103.88, with returns of 0.4% over 7 days, 0.1% over 30 days, 2.3% year to date, 28.4% over 1 year, 34.6% over 3 years and 99.1% over 5 years. This naturally raises questions about where valuation stands now. Recent headlines...