U.S. Software Stock News

NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Assessing Golar LNG (GLNG) Valuation After Goldman Sachs Conviction Call And EBITDA Growth Outlook

Goldman Sachs endorsement puts Golar LNG in focus Goldman Sachs recently added Golar LNG (GLNG) to its US Conviction List, citing expectations for the company’s contracted EBITDA to triple by 2028 as new liquefaction capacity comes online. This endorsement from a major investment bank draws attention to Golar LNG’s role in floating LNG infrastructure. It also raises fresh questions for investors around contract visibility, future cash generation, and how today’s share price reflects those...
NYSE:VOYA
NYSE:VOYADiversified Financial

Assessing Voya Financial (VOYA) Valuation After Dividend Hike Buybacks And New Boston Legacy FC Deal

Voya Financial (VOYA) is back in focus after its board declared a Q1 2026 common dividend of $0.47 per share, alongside ongoing share repurchases and a new sponsorship deal with Boston Legacy FC. See our latest analysis for Voya Financial. The latest dividend declaration and buyback plans come after a steady build in momentum, with a 90 day share price return of 4.09% and a 1 year total shareholder return of 14.14% on a US$76.66 share price. Over longer periods, the 3 year total shareholder...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

A Look At Axogen (AXGN) Valuation After Recent Shelf Registration And Follow On Equity Offerings

Axogen (AXGN) is back in focus after a busy financing day on 21 January, when the company filed an omnibus shelf registration and pursued follow on equity offerings that together frame its next capital raising options. See our latest analysis for Axogen. The financing activity appears to have come against a backdrop of strong momentum, with a 30 day share price return of 12.42% and a 90 day share price return of 46.61%. Meanwhile, the 1 year total shareholder return of 94.48% and 3 year total...
NYSE:KGS
NYSE:KGSEnergy Services

A Look At Kodiak Gas Services (KGS) Valuation After Its Latest Dividend Announcement

Kodiak Gas Services dividend announcement sets the tone for shareholder returns Kodiak Gas Services (KGS) has declared a fourth quarter 2025 cash dividend of $0.49 per share, scheduled for payment on February 20, 2026 to shareholders of record on February 13, 2026. This announcement gives investors a clearer view of how management is approaching capital returns. It comes as the stock shows mixed recent performance, with a past year total return decline of 6.7% and a one-month gain of...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn’s Full Redemption of 2026 Notes Might Change The Case For Investing In Icahn Enterprises (IEP)

Icahn Enterprises L.P. announced that on January 27, 2026, it fully redeemed its 6.250% Senior Notes due 2026, using cash on hand and paying 100% of principal plus accrued interest. This retirement removes an entire layer of debt from the partnership’s capital structure, highlighting management’s current preference for reduced leverage over retaining this borrowing. Next, we will examine how eliminating this bond obligation, and the use of cash to do so, reshapes Icahn Enterprises’...
NYSE:SHAK
NYSE:SHAKHospitality

How Investors Are Reacting To Shake Shack (SHAK) Hiring Jim Taylor To Lead Commercial Strategy

Shake Shack Inc. has appointed Jim Taylor as Chief Commercial Officer, effective January 20, 2026, adding a new senior role that oversees marketing, culinary, and the company’s end-to-end revenue and growth strategy. Taylor’s track record in reshaping brands at Inspire Brands, Darden Restaurants, and Procter & Gamble may influence how investors view Shake Shack’s longer-term brand and commercialization plans. We’ll now examine how Taylor’s responsibility for Shake Shack’s end-to-end revenue...
NYSE:TALO
NYSE:TALOOil and Gas

Did Talos’s 2030 Credit Recast and Hedging Demands Just Redefine Talos Energy’s (TALO) Risk Profile?

In January 2026, Talos Energy Inc. and Talos Production Inc. entered into an amended and restated credit agreement that reaffirms a US$700.0 million borrowing base, adds a US$250 million letter-of-credit sublimit, and extends the facility’s potential maturity to January 20, 2030, subject to conditions tied to existing secured notes. The revamped facility embeds production-linked hedging requirements, leverage and liquidity covenants, and is secured by mortgages on at least 85% of Talos’s...
NYSE:GNL
NYSE:GNLREITs

Should Reclassifying 2025 Payouts as Return of Capital Require Action From Global Net Lease (GNL) Investors?

On February 2, 2026, Global Net Lease, Inc. announced that all dividends paid in 2025 on its common and preferred stock will be treated for tax purposes as nondividend distributions, or return of capital. This shift means that payments investors might normally view as recurring income instead reduce their cost basis, altering both tax timing and the character of Global Net Lease’s cash distributions. We’ll now examine how this reclassification of 2025 dividends as return of capital may...
NasdaqGS:IAS
NasdaqGS:IASMedia

A Look At Integral Ad Science (IAS) Valuation After New Board Appointments In Media And Technology

Integral Ad Science Holding (IAS) has drawn investor attention after appointing Horizon Media president Bob Lord and former Amazon global video advertising head Krishan Bhatia to its Board of Directors, highlighting a board-level focus on media and technology expertise. See our latest analysis for Integral Ad Science Holding. The board additions come as Integral Ad Science Holding's share price sits at US$10.34, with a 22.22% 90 day share price return contrasting with a small negative year to...
NasdaqGM:SPRY
NasdaqGM:SPRYBiotechs

How Investors Are Reacting To ARS Pharmaceuticals (SPRY) Expanded EU Pediatric Nod For Needle-Free Anaphylaxis Treatment

ARS Pharmaceuticals announced that the EMA’s Committee for Medicinal Products for Human Use has issued a positive opinion to expand EURneffy’s marketing authorization to include a 1 mg nasal adrenaline spray for children weighing 15 kg to less than 30 kg across the EU, Iceland, Liechtenstein and Norway. This extension, alongside existing 2 mg approval and commercial availability of neffy in the U.S. and other regions, broadens ARS Pharmaceuticals’ global footprint in needle-free anaphylaxis...
NasdaqGS:CHCO
NasdaqGS:CHCOBanks

A Look At City Holding (CHCO) Valuation After Earnings Growth And Share Buyback Completion

Why City Holding (CHCO) is back on investor radars City Holding (CHCO) has drawn fresh attention after reporting fourth quarter and full year 2025 earnings, as well as completing a multi year share repurchase program that reduced its share count by nearly 4%. See our latest analysis for City Holding. Those earnings and buyback updates arrive as the share price trades at $123.09, with a 90 day share price return of 3.51% and a 1 year total shareholder return of 8.47%. This points to steady...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

Does Shelf Registration And Brigit Deal Reshape The Bull Case For Upbound Group (UPBD)?

Upbound Group, Inc. recently closed its US$56.74 million shelf registration dated February 20, 2025, covering 1,949,189 shares of common stock. This capital-raising capacity, combined with the earlier acquisition of fast-growing digital platform Brigit, highlights Upbound’s push to broaden its specialty finance and digital services footprint. We’ll now examine how Upbound’s Brigit acquisition and expanded digital finance capabilities shape the company’s investment narrative going forward. AI...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Exploring US High Growth Tech Stocks In February 2026

As the United States stock market kicks off February with a rise in major indices like the Dow Jones and S&P 500, investors are keeping a close watch on economic indicators and geopolitical developments that could impact market dynamics. In this environment of fluctuating oil prices and evolving monetary policy, identifying high-growth tech stocks involves assessing companies' ability to innovate and adapt amidst changing economic conditions.
NYSE:MCB
NYSE:MCBBanks

February 2026's Top 3 Stocks That May Be Trading Below Their Estimated Value

As February 2026 begins, major U.S. stock indexes, including the Dow Jones Industrial Average and S&P 500, have shown positive momentum despite recent volatility in oil prices and geopolitical tensions. In this fluctuating market environment, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors seeking to capitalize on undervaluation relative to intrinsic worth.
NasdaqGM:NBN
NasdaqGM:NBNBanks

Insider-Favored Growth Companies To Watch February 2026

As February trading kicks off, major U.S. stock indexes have shown resilience with the Dow Jones, Nasdaq, and S&P 500 all posting gains despite recent economic uncertainties. In this environment of cautious optimism, growth companies with high insider ownership can be particularly appealing as they often signal strong confidence from those closest to the business.
NasdaqCM:FNGR
NasdaqCM:FNGRWireless Telecom

FingerMotion And 2 Other Promising Penny Stocks To Watch

Major stock indexes in the United States have shown resilience, with the Dow Jones, Nasdaq, and S&P 500 all posting gains as February trading kicks off. This positive momentum provides a backdrop for investors exploring various opportunities within the market. Penny stocks, often representing smaller or newer companies, can still offer intriguing prospects when supported by strong financials. Despite being considered an outdated term by some, these stocks remain relevant for those looking to...
NasdaqGM:TSBK
NasdaqGM:TSBKBanks

US Undiscovered Gems to Explore in February 2026

As February 2026 begins, the U.S. stock market is showing signs of resilience with major indices like the Dow Jones and S&P 500 rising, despite fluctuating oil prices and geopolitical tensions impacting investor sentiment. In such a dynamic environment, identifying promising small-cap stocks that can capitalize on these market conditions requires a keen understanding of economic indicators and sector-specific opportunities that may not yet be fully appreciated by the broader market.
NasdaqGS:MCBS
NasdaqGS:MCBSBanks

3 Dividend Stocks Offering Yields Up To 3.5%

As February trading kicks off, major U.S. stock indexes like the Dow Jones Industrial Average and S&P 500 have seen gains, while oil prices have declined amid geopolitical developments. In this dynamic market environment, dividend stocks can offer a stable income stream for investors seeking to balance growth with income potential.
NYSE:ASGN
NYSE:ASGNIT

What ASGN (ASGN)'s Reaffirmed High-End Q4 2025 Guidance and AI Demand Signal For Shareholders

ASGN Incorporated recently reaffirmed that its fourth-quarter 2025 revenue should land at the high end of its earlier US$960 million to US$980 million guidance range, underscoring management’s confidence in current business conditions. Behind this outlook is growing demand for higher-end IT services as ASGN helps clients integrate artificial intelligence and digital transformation projects into their operations. Next, we’ll explore how ASGN’s reaffirmed revenue guidance and AI-focused...
NYSE:UCB
NYSE:UCBBanks

Assessing United Community Banks (UCB) Valuation After Fresh Analyst Buy Ratings

Multiple analysts recently issued Buy ratings on United Community Banks (UCB), putting fresh attention on the regional lender. That shift in analyst stance is now influencing how investors are sizing up the stock. See our latest analysis for United Community Banks. At a share price of US$34.43, United Community Banks has logged a 30 day share price return of 9.48% and a 90 day share price return of 18.03%, while the 1 year total shareholder return of 9.33% and 5 year total shareholder return...
NYSE:JXN
NYSE:JXNDiversified Financial

TPG-Backed Captive Reinsurer And Earnings Beat Might Change The Case For Investing In JXN

In late 2025, Jackson Financial reported third-quarter results that topped analyst expectations on both earnings per share and revenue, while also unveiling a US$500 million equity investment from TPG Inc. tied to the creation of a Michigan-based captive reinsurer. This combination of outperforming earnings and a fresh capital partnership highlights how Jackson Financial is using reinsurance structures to reshape its business mix and capital profile. Next, we’ll examine how the TPG equity...