U.S. Software Stock News

William Blair has initiated coverage on Rambus (NasdaqGS:RMBS), highlighting the company as a top supplier in memory and interface solutions. The firm points to opportunities linked to AI focused data center expansion, particularly around server DRAM demand. Rambus enters this coverage spotlight with its shares at $113.71 and a one year return of 88.4%. Over the past three years the stock return is 163.7%, and over five years the return is a little more than 7x. For investors tracking AI...

Bank of Hawaii Corporation ( NYSE:BOH ) will pay a dividend of $0.70 on the 13th of March. This means the dividend...

If you are wondering whether Cal-Maine Foods is attractively priced after its recent moves, this article walks through what the current share price might be implying about value. The stock most recently closed at US$83.91, with returns of 1.9% over the past week, 6.9% over the past month, a 6.9% gain year to date, but a 14.5% decline over the last year alongside 86.6% and 177.1% returns over the past 3 and 5 years. Recent coverage around Cal-Maine Foods has focused on its role in the egg and...

How Public Service Enterprise Group stock looks after its recent trading move Public Service Enterprise Group (PEG) shares recently closed at $80.31, prompting investors to reassess how the utility’s mix of electric, gas, and nuclear operations aligns with their income and stability goals. See our latest analysis for Public Service Enterprise Group. The 2.5% one day share price decline sits against a relatively steady recent pattern, with a 7 day share price return of 1.6% and a small 30 day...

In late January 2026, Associated Banc-Corp’s board declared regular quarterly cash dividends on its common and preferred shares and authorized a share repurchase program of up to US$100,000,000. This capital return package follows a period in 2025 when Associated Banc-Corp moved from a net loss to much higher net income and earnings per share. We’ll now examine how the newly announced US$100,000,000 share repurchase program could shape Associated Banc-Corp’s broader investment narrative...

Helmerich & Payne (HP) heads into a busy week, with investors watching the upcoming fiscal first quarter 2026 earnings release alongside a CEO transition and rig reactivations in Saudi Arabia. See our latest analysis for Helmerich & Payne. The recent 31.18% 3 month share price return and 14.40% year to date share price return to US$34.25 suggest momentum has picked up ahead of the earnings release and leadership change, even though the 3 year total shareholder return of a 13.27% decline...

Banc of California (BANC) is back in focus after reporting fourth quarter results that included net interest income of US$251.36 million and net income of US$77.39 million, both above the prior year period. See our latest analysis for Banc of California. The earnings release appears to have kept positive momentum intact, with a 90-day share price return of 21.60% and a 1-year total shareholder return of 32.79% at a share price of US$20.38. This suggests investors are reacting to recent...

Why Paymentus Holdings Has Caught Investor Attention Paymentus Holdings (PAY) is back on investor screens after reporting record bookings, a strong backlog, and successful onboarding of large enterprise clients across several sectors, all tied to rising demand for omnichannel payments. See our latest analysis for Paymentus Holdings. At a share price of $27.18, Paymentus has had a mixed stretch, with a 1-day share price return of 1.68% following weaker 90-day share price performance of 24.71%...

Recent performance snapshot for Cabot (CBT) Cabot (CBT) has attracted investor interest after a recent share price move, with the stock closing at US$72.86 and showing mixed return patterns across the past week, month and past 3 months. See our latest analysis for Cabot. That latest move to US$72.86 comes after an 18.97% 3 month share price return. However, the 1 year total shareholder return of a 12.10% decline suggests recent momentum contrasts with a weaker longer term outcome. If Cabot’s...

As February 2026 begins, the United States stock market has shown a strong start with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains, reflecting positive investor sentiment despite ongoing economic uncertainties such as delayed jobs data due to a government shutdown. In this environment, identifying high growth tech stocks requires careful consideration of factors such as innovation potential and resilience in adapting to evolving market dynamics.

As February 2026 begins, U.S. stock markets have shown strong momentum with major indices like the Dow Jones and S&P 500 posting significant gains, reflecting a positive start to the month despite recent economic uncertainties such as government shutdowns and trade negotiations. In this environment of fluctuating market conditions, identifying stocks that are potentially undervalued can offer investors opportunities to capitalize on discrepancies between market prices and intrinsic values.

As the U.S. stock market begins February on a strong note, with major indexes like the Dow Jones and S&P 500 posting significant gains, investors are paying close attention to growth stocks that offer robust potential. In this environment, companies with high insider ownership often stand out as attractive opportunities due to their alignment of interests between management and shareholders, particularly when they demonstrate impressive earnings growth.

As February 2026 begins, U.S. stock indexes have shown a strong start, with the Dow Jones Industrial Average climbing by 515 points and the S&P 500 nearing record highs. Amid this positive market momentum, investors might be considering various strategies to capitalize on potential growth opportunities. Penny stocks, often representing smaller or newer companies, remain an intriguing investment area despite being considered somewhat niche today. These stocks can offer significant returns when...

As February 2026 unfolds, the U.S. stock market is experiencing a robust start with major indices like the Dow Jones Industrial Average and S&P 500 climbing significantly higher, driven by positive economic indicators such as an unexpected expansion in manufacturing activity. Amidst this optimistic backdrop, investors are keenly searching for overlooked opportunities within the small-cap sector, where undiscovered gems can offer substantial growth potential when aligned with strong...

As February 2026 begins, the U.S. stock market has shown robust growth with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains, driven by positive developments such as a new trade deal with India and expanding manufacturing activity. In this dynamic environment, dividend stocks can offer investors a blend of income stability and potential capital appreciation, making them an attractive consideration for those looking to navigate the current economic...

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...

Recently, ZIM Integrated Shipping Services saw a surge in call option trading and implied volatility as investors focused on the company ahead of its March 11 earnings release, which is now in the past relative to today’s date of February 3, 2026. At the same time, ZIM attracted attention for its strong recent momentum, favorable earnings estimate revisions, and a valuation profile that some analysts view as comparatively attractive. Next, we’ll explore how the unusual call option activity...

Global Business Travel Group (GBTG) is back in focus after refinancing and upsizing its senior secured first lien term loan, cutting its interest margin and adding $100 million of fresh liquidity, with the loan maturing in July 2031. See our latest analysis for Global Business Travel Group. Even with the refinancing news and added liquidity, Global Business Travel Group’s recent momentum has been weak, with a 30 day share price return of an 11.17% decline and a 1 year total shareholder return...

United Bankshares, Inc. recently reported fourth-quarter 2025 net interest income of US$287.46 million and net income of US$128.83 million, alongside full-year 2025 net income of US$464.6 million, while also completing a buyback of 700,000 shares for US$27.37 million. The combination of higher net interest income, stronger earnings per share, and a completed share repurchase program highlights both earnings strength and active capital management by the bank. We’ll now explore how this...

United States Lime & Minerals, Inc. reported fourth-quarter 2025 sales of US$87.94 million and net income of US$30.55 million, capped by a Board-approved regular quarterly dividend of US$0.06 per share payable in March 2026. The results highlight broad-based demand from construction, steel, and environmental customers, even as management flagged shipment delays from winter storms and weaker roof shingle markets heading into early 2026. We’ll now examine how this mix of higher construction...

National Health Investors (NYSE:NHI) acquired nine senior housing properties across Kentucky, South Carolina, and Tennessee. The communities will be managed within NHI's Senior Housing Operating Portfolio by Allegro Living Management. The transaction represents a meaningful capital commitment to managed senior housing assets. For you as an investor, this move puts fresh attention on how National Health Investors (NYSE:NHI) is building out its core senior housing business. The company...

RenaissanceRe Holdings recently reported its quarterly results after the market close, with analysts having expected revenue to rise to about US$2.93 billion, a sharp reversal from the prior year’s contraction. This earnings release has drawn attention because it highlights a potential shift in business momentum against a backdrop of uncertainty around trade policy and corporate tax discussions for 2025. We will now examine how expectations for a sharp revenue rebound shape RenaissanceRe’s...

GDS Holdings (GDS) has drawn fresh attention after announcing a US$300,000,000 private placement of Series B convertible preferred shares, including participation from Huatai Capital Investment Limited and other Chinese institutional investors. See our latest analysis for GDS Holdings. The private placement lands after a strong run in the share price, with a 30 day share price return of 17.58% and a 90 day share price return of 36.52%. The 1 year total shareholder return of 75.55% points to...

Karooooo (KARO) shares are in focus after the company reported third quarter and nine month results to November 30, 2025, with higher sales, net income, and earnings per share from continuing operations year over year. See our latest analysis for Karooooo. The latest earnings release comes after a steady rebound in Karooooo’s share price, with a 30 day share price return of 12.11% and a 90 day share price return of 14.84%. The 3 year total shareholder return of 113.93% points to strong long...