U.S. Software Stock News

On November 18, 2025, the Institute for Genomic Biology at the University of Illinois Urbana-Champaign announced a five-year partnership with Ginkgo Bioworks on a federally funded initiative to develop advanced phage-based therapies for oral health using Ginkgo's EncapS technology. This collaboration is expected to enhance Ginkgo's capabilities in microbiome research while highlighting the growing role of high-throughput screening platforms in healthcare innovation. We'll explore how this...

Fulton Financial recently reported its third quarter results, showing a 5.3% year-over-year revenue increase and outpacing analyst estimates for both revenue and tangible book value per share. This positive performance highlights a contrast between Fulton Financial’s operational momentum and a more cautious investor response despite the company’s financial outperformance. To understand how outperformance relative to expectations may shift Fulton Financial’s outlook, we’ll review the broader...

Ever wonder if Amer Sports might be a hidden value play, or if the recent hype has already pushed it out of bargain territory? The stock has had some eye-catching moves lately, with an increase of 10.5% over the last week and a significant 61.4% rise over the past year. This signals both growth potential and shifting risk perceptions. Amer Sports has been making headlines for securing new distribution partnerships and increasing its presence in the premium sportswear market. These...

In recent days, Scorpio Tankers Inc. announced agreements to sell four 2014-built MR product tankers for US$32.0 million each and to purchase four MR newbuilding resales with expected deliveries in 2026 and 2027, as well as signing letters of intent for two new Very Large Crude Carriers (VLCCs) in South Korea for US$128 million per vessel with deliveries planned for late 2028. This series of transactions signals a major step in Scorpio Tankers' fleet renewal and expansion efforts,...

Over the past month, Coca-Cola drew renewed attention after high-profile analyst endorsements and favorable commentary from market figures highlighted its dividend consistency and leading position among beverage makers. An interesting aspect is that ongoing analyst optimism appeared to have a greater influence on market sentiment than recent operational developments, including executive share sales and changes in Coca-Cola's coffee business strategy. We'll explore how fresh analyst...

Performance Food Group Company recently reported first quarter results, showing net sales of US$17.08 billion, up from US$15.42 billion a year earlier, although net income decreased to US$93.6 million from US$108 million. Alongside these results, the company raised its full fiscal year 2026 net sales guidance to a range of approximately US$67.5 billion to US$68.5 billion, indicating increased confidence in future revenue growth. We'll examine how Performance Food Group's upward revision of...

Edgewise Therapeutics (EWTX) has been attracting attention after two significant updates: progress on several late-stage clinical trials and a key leadership change as the company prepares to shift toward commercialization. Investors are watching these developments closely. See our latest analysis for Edgewise Therapeutics. After a stretch of underwhelming results earlier this year, Edgewise Therapeutics’ recent momentum stands out: the company posted a 44% one-month share price return and a...

Schneider National recently introduced Fast Track, a premium shipping solution designed to meet time-sensitive and high-service freight needs by integrating their truckload and intermodal assets with prioritized rail partnerships across major U.S. and Mexico lanes. This service promises shippers truck-like reliability with intermodal cost efficiencies, offering faster transit times, enhanced security, and high on-time performance levels proven in demanding automotive supply chains. We'll...

Merit Medical Systems recently announced positive long-term clinical results for its WRAPSODY Cell-Impermeable Endoprosthesis (CIE) presented at the VIVA conference, while also disclosing that the Centers for Medicare & Medicaid Services has deferred its decision on a key reimbursement application until at least January 2027. This combination of promising clinical trial outcomes and a significant regulatory delay may affect expectations surrounding future adoption and commercial growth for...

At the Stephens Annual Investment Conference held prior to today, Utz Brands presented its growth strategy, announcing plans for California expansion, a 16% margin target by 2026, and a focus on modernizing its supply chain through automation and AI tools. Utz's emphasis on outpacing the Salty Snacks category for nine consecutive quarters and its disciplined capital allocation approach, including debt reduction and potential share buybacks, stand out as key priorities for long-term growth...

Earlier this month, Telephone and Data Systems announced third quarter results, an expanded US$500 million share buyback program, and that Oaktree Capital Management acquired nearly 3.7 million shares for US$144.7 million. This renewed institutional interest follows the company’s restructuring and divestiture of its wireless business, with a sharper focus on fiber infrastructure and capital return initiatives. We’ll examine how the new share repurchase authorization may influence the...

Ever wondered if Steven Madden's current share price offers real value, or if it's hiding a bargain in plain sight? This is the question that both experienced and first-time investors are asking right now. After a recent 6.3% rebound over 30 days, Steven Madden's stock has still slipped 11.4% year-to-date and is down 8.2% over the last year, so there's plenty of debate around whether the risks or opportunities are winning out. Market watchers are buzzing about shifting consumer trends and...

From July to September 2025, Wintrust Financial reported no share repurchases, concluding its buyback program announced in 2019 with the full repurchase of 1,684,681 shares for US$101.41 million, while a separate 2021 buyback program remained inactive. An interesting development is Wintrust’s successful May 2025 refinancing, raising US$415 million to redeem preferred securities and reinforcing its focus on organic growth and financial stability. We’ll explore how Wintrust’s organic growth...

Wondering if Rezolve AI is a hidden bargain or an overhyped play? You are not alone; investors have been watching the price action closely. The stock jumped 12.6% over the past year, but has retreated sharply in the last month with a -40.6% drop, pointing to shifting investor sentiment and fresh risk perceptions. Recent headlines have focused on Rezolve AI's strategic partnerships and moves to expand its AI-driven platform, fueling optimism earlier this year. However, some investors are now...

Earlier this month, Exact Sciences announced pivotal results from its ALTUS study showing its Oncoguard Liver blood test achieved far higher early-stage and overall detection rates for hepatocellular carcinoma compared to ultrasound, with the findings presented as late-breaking data at the AASLD's Liver Meeting on November 11, 2025. This outcome, from the largest real-world prospective trial of its kind in the US, highlights the Oncoguard Liver test's potential to change liver cancer...

Schrödinger (SDGR) just released its latest earnings and revised financial outlook, showing stronger sales and revenue for the quarter and past nine months, as well as a smaller net loss compared to last year. See our latest analysis for Schrödinger. After posting improved revenue numbers and nudging its drug discovery revenue targets higher, Schrödinger's share price has seen continued downward pressure, with a 1-day share price return of -2.5%, a rough month at -11.9%, and a year-to-date...

Frontdoor, Inc. recently reported strong third quarter results with increased sales and net income, raised its full-year revenue guidance to between US$2.08 billion and US$2.09 billion, and announced the completion of a major share buyback program totaling US$256 million. Jason Bailey was named as the company's new CFO after over 15 years at Frontdoor and ServiceMaster, with the outgoing CFO, Jessica Ross, supporting a smooth leadership transition through the end of 2025. We'll examine how...

AllianceBernstein Holding L.P. and AllianceBernstein L.P. recently launched two actively managed ETFs, the AB New York Intermediate Municipal ETF (NYM) and the AB Core Bond ETF (CORB), on the New York Stock Exchange, with Jane Street as Lead Market Maker. The launch was accompanied by industry recognition, as AllianceBernstein’s municipal platform received the Money Management Institute/BarBarron’s 2025 Asset Manager of the Year award for the retail advisory segment, highlighting the firm’s...

In November 2025, Four Corners Property Trust announced several acquisitions totaling US$23.6 million, including automotive service and veterinary clinic properties, and declared a 3.2% quarterly dividend increase payable in January 2026. This series of acquisitions expands FCPT’s presence in essential service real estate, while the dividend increase highlights ongoing focus on shareholder returns. We’ll explore how FCPT’s expansion into essential service sectors as reflected in these...

Navient Corporation previously announced that its board of directors approved a fourth quarter 2025 dividend of $0.16 per share, scheduled to be paid on December 19, 2025, to shareholders of record as of December 5, 2025. This announcement comes as the company faces continued operational challenges, with three consecutive quarters of negative results and a persistent decline in both operating and pre-tax profits. We'll explore how Navient's continued financial difficulties could alter its...

On November 17, 2025, HoldCo Asset Management publicly released a presentation addressed to Comerica's Independent Directors, disclosing its ownership of Comerica common stock and making the presentation accessible online. This unusual move highlights rising shareholder engagement and may signal potential calls for changes in governance or business strategy at Comerica. We'll examine how HoldCo's shareholder presentation and active engagement could influence Comerica's investment...

Grindr (GRND) drew investor focus following its third quarter results, which showed a jump in both sales and net income. The company also provided a renewed revenue growth outlook for the full year 2025. See our latest analysis for Grindr. Grindr’s upbeat third quarter and renewed growth guidance come after a year of both sharp rallies and notable pullbacks, with recent leadership changes also affecting the company. Despite the improved financials, the stock’s year-to-date share price return...

Grand Canyon Education, Inc. recently reported third quarter and nine-month 2025 earnings, posting net income of US$16.27 million for the quarter, a decrease compared to US$41.47 million in the prior year, and offered updated earnings guidance for the remainder of 2025. The substantial year-over-year decline in both net income and diluted earnings per share stands out as a central issue highlighted in the company's latest update. We’ll explore how this significant earnings drop and the...

Mind Medicine (MindMed) recently reported third quarter 2025 results, posting a net loss of US$67.27 million compared to US$13.68 million a year earlier, with nine-month losses also expanding year-over-year. This substantial widening of net losses may reflect increased development costs or investment in research initiatives, which could be weighing on near-term profitability. We'll explore how these larger-than-anticipated losses are shaping MindMed's investment narrative and future...