U.S. Software Stock News

Key Insights Palladyne AI's significant individual investors ownership suggests that the key decisions are influenced...

It's shaping up to be a tough period for MeiraGTx Holdings plc ( NASDAQ:MGTX ), which a week ago released some...

StubHub Holdings reported its first quarterly results as a public company. The company drew prominent attention after posting a significantly larger net loss than expected, driven mainly by IPO-related stock-based compensation. Revenue exceeded forecasts, but the stock sold off sharply. See our latest analysis for StubHub Holdings. StubHub Holdings' share price has taken a notable hit since its IPO, with a 1-day share price return of -20.99% after reporting deeper losses and a challenging...

Brookfield Business (NYSE:BBUC) just released its latest interim financial report, revealing a drop in both sales and total assets, along with widening net losses from the previous year. This update highlights key financial headwinds for the company. See our latest analysis for Brookfield Business. Despite the recent dip in quarterly sales and a widening net loss, Brookfield Business’s share price has posted an impressive 36.1% return so far this year and a 26.97% total shareholder return...

In early November 2025, Glencore, Century Aluminum's largest shareholder, sold 9,000,000 shares in an overnight block trade handled by Morgan Stanley, reducing its stake to about 43% and raising approximately US$276 million in gross proceeds. This move signaled a decrease in large shareholder commitment and prompted market focus on the potential effects of significant secondary offerings on future company ownership and governance. We'll explore how Glencore's sizable stake reduction impacts...

A10 Networks recently announced third quarter results, reporting revenue of US$74.68 million, net income of US$12.19 million, and affirming a quarterly dividend of US$0.06 per share, while completing a share repurchase of 863,000 shares for US$14.98 million. Although revenue increased compared to the previous year, net income remained steady, highlighting ongoing investment and operational factors affecting bottom-line results. We'll explore how the combination of steady earnings and an...

Ingram Micro Holding (INGM) has announced a shelf registration filing that permits the offering of up to $535.8 million in common stock. This positions the company to potentially raise significant capital in the future. See our latest analysis for Ingram Micro Holding. After an initial pick-up earlier this year, Ingram Micro Holding’s momentum has cooled, with a 7.16% 1-month share price return in the red and its 1-year total shareholder return sitting at -10.99%. While the shelf registration...

Ever wondered if La-Z-Boy's current stock price actually reflects its true worth? You're not alone. We are diving right in to explore whether there's hidden value beneath the surface. Despite a tough year with shares down 29.7% year-to-date and 27.5% over the past 12 months, La-Z-Boy has posted a solid 26.5% gain over the last 3 years. This hints at some underlying strengths. Recent news around shifting consumer preferences and evolving supply chain challenges has kept La-Z-Boy in the...

Waystar Holding recently reported strong third-quarter results, highlighting double-digit growth driven by increased transaction volume, new client wins, and broadening adoption of its AI-powered claims denial solutions. Management noted that the integration and cross-selling of Iodine Software played a significant role in surpassing consensus expectations and prompted an upward revision of full-year guidance. Next, we’ll explore how rising adoption of AI-driven claims denial tools may...

Innoviva (INVA) grabbed attention after reporting a jump in both revenue and net income for the third quarter. The company also announced a $125 million share repurchase program that could impact shareholder value moving forward. See our latest analysis for Innoviva. Shares of Innoviva have shown renewed momentum lately, with a 28.8% 1-month share price return and the stock now trading at $22.25. This surge follows not only the strong earnings and fresh buyback announcement but also builds on...

Vaxcyte, Inc. recently reported its third quarter and nine-month 2025 earnings, revealing a net loss of US$212.83 million for the quarter and US$520.12 million for the year to date, both considerably higher than the previous year’s losses. The increased loss per share may draw attention to the company’s spending pace as it continues to invest in pipeline and development activities. We'll examine how Vaxcyte's wider quarterly loss shapes investor perspectives on its path to future...

Earlier this month, Clavister announced that Arrow Electronics expanded its distribution of Clavister’s full cybersecurity portfolio beyond Sweden into 11 additional European countries, including Belgium, the Netherlands, and Poland. This expansion leverages Arrow’s pan-European logistics and partner relationships, significantly broadening both companies’ reach and strengthening their presence in the cybersecurity market across Northern and Eastern Europe. We'll now consider how Arrow's...

Immunocore Holdings recently announced positive Phase 1 trial results for its IMC-I109V candidate in hepatitis B, alongside reporting higher third-quarter and nine-month revenues with narrowing net losses as of September 30, 2025. Early data showed IMC-I109V was generally well tolerated and produced reductions in hepatitis B surface antigen, an important marker for infection, supporting further development of this new immunotherapy. We'll explore how promising Phase 1 trial evidence for...

Synovus Financial Corp. recently reported third-quarter 2025 adjusted earnings per share of US$1.46, exceeding estimates due to higher net interest income, stronger non-interest revenues, and reduced provisions for credit losses. Management also highlighted significant improvements in credit quality, with declines in non-performing loans and charge-offs as well as expectations for continued growth in core deposits and loans in the coming quarters. We'll explore how Synovus's earnings...

RLJ Lodging Trust recently reported third quarter 2025 earnings, disclosing a decline in revenue to US$330.05 million and a net loss of US$3.74 million, while also providing updated guidance with full-year net income expected between US$21.4 million and US$28.4 million. The company’s ongoing share repurchase program has seen 586,417 shares bought back since May, reflecting management’s continued use of capital return initiatives even during weaker financial quarters. We’ll look at how RLJ...

OUTFRONT Media Inc. recently reported its third quarter 2025 earnings, revealing sales of US$467.5 million and net income of US$51.3 million, alongside a declared quarterly dividend of US$0.30 per share payable at year end. Analysts from several major brokerage firms have expressed increased confidence in OUTFRONT Media’s outlook within the out-of-home advertising sector, with multiple upgrades and raised recommendations highlighting renewed interest. We’ll explore how the wave of analyst...

Freedom Holding (NasdaqCM:FRHC) is making headlines after unveiling a $2 billion AI hub initiative in Kazakhstan in partnership with NVIDIA and local authorities. At the same time, its recent earnings report highlighted higher six-month revenue, though net income declined compared to last year. See our latest analysis for Freedom Holding. Freedom Holding’s bold moves in AI and digital expansion have kept investors’ attention, but the share price hasn’t escaped volatility. After peaking...

Bank First (BFC) has drawn attention following a shift in analyst sentiment and an uptick in earnings estimates, which is fueling investor curiosity. The company’s solid performance compared to its sector peers is adding to this momentum. See our latest analysis for Bank First. Momentum has been building for Bank First, with this year’s share price return of 27.89% standing well ahead of its finance sector and industry benchmarks. The positive trend reflects both robust earnings growth and...

Nelnet recently reported third-quarter and nine-month earnings, with net income reaching US$106.68 million for the quarter and US$370.7 million year-to-date, and also declared a US$0.33 per share dividend to be paid in December 2025. The company’s results reflect a dramatic rise in profitability compared to the previous year, driven by substantial gains in both quarterly and year-to-date earnings per share. We'll examine how Nelnet's significant earnings jump and shareholder dividend...

EverCommerce Inc. recently reported third-quarter 2025 results, showing US$147.47 million in revenue and a net income of US$11.12 million, a reversal from a net loss a year prior, and raised its share buyback authorization by US$50 million to US$300 million. The combination of improving profitability and ongoing share repurchases signals increased management confidence and operational momentum, reflecting positive shifts in both business performance and capital return to shareholders. We'll...

Earlier this week, Sensata Technologies announced the early tender results of its cash tender offers and removed the US$300 million cap on STBV 2029 Notes purchases, resulting in tenders exceeding the maximum and a pro-rata allocation set at 38.2349%. This shift in the company's capital allocation approach may influence investor sentiment and affect the supply-demand balance for Sensata’s outstanding notes. We will examine how the removal of the purchase cap for STBV 2029 Notes could alter...

Plains GP Holdings (PAGP) grabbed attention this week after two big developments: a $750 million senior notes offering and third-quarter earnings that landed shy of expectations. Investors are weighing the impact of new financing against the company’s recent results. See our latest analysis for Plains GP Holdings. Plains GP Holdings’ recent $750 million debt raise combined with mixed quarterly results has put the spotlight back on its resilience and growth path. While short-term price action...

TSS, Inc. reported a sharp year-over-year decline in third-quarter 2025 revenue and a swing to net loss due to operational challenges and lower procurement demand, but raised its full-year adjusted EBITDA outlook amid strong growth in AI integration and a new facility opening. The company appointed AI and transformation expert Vivek Mohindra to its Board and announced plans to pursue acquisitions and partnerships in AI, edge computing, and modular systems, highlighting a distinct pivot...

Recently, Cavco Industries announced the acquisition of American Homestar, reported strong Q2 revenue growth with financial services profitability, and appointed Lisa L. Daniels to its Board of Directors, while Director Richard Kerley sold 500 shares. By expanding its manufacturing and retail footprint and strengthening its Board leadership, Cavco appears focused on both operational growth and long-term strategic direction. We'll explore how the American Homestar acquisition underpins...