U.S. Software Stock News

Tenable Holdings (NasdaqGS:TENB) announced EXPOSURE 2026, its first global conference focused on exposure management in the AI era. The event centers on AI driven cybersecurity and the expanding attack surface facing enterprises worldwide. EXPOSURE 2026 is positioned as a global forum for security leaders to share practices and address emerging cyber risks. Tenable, known for its exposure management and cybersecurity offerings, is using EXPOSURE 2026 to highlight how AI is reshaping risk...

On February 19, 2026, Healthcare Realty Trust’s Audit Committee replaced BDO USA, P.C. with Deloitte & Touche LLP as its independent registered public accounting firm. This auditor change follows the company’s recently highlighted stronger balance sheet and detailed 2026 guidance, tightening the focus on financial reporting quality and oversight. Next, we’ll examine how the strengthened balance sheet and Deloitte appointment may influence Healthcare Realty Trust’s broader investment...

TPG Inc. (NasdaqGS:TPG) has acquired a majority stake in Sabre Industries, expanding its presence in infrastructure tied to AI and cloud computing. The firm has also completed a $440 million joint venture portfolio transaction with Acadia Realty Trust in the real estate sector. These transactions add scale across infrastructure and retail real estate, with potential implications for TPG's long term revenue mix and business focus. TPG, trading at $44.36, has had mixed share price...

Cardinal Infrastructure Group (NasdaqGS:CDNL) has appointed three senior executives to lead its IT, investor relations, and marketing functions. The new leaders are joining the company to support its next phase of growth and sharpen its external communications and market presence. These appointments represent a material update for shareholders, lenders, and partners tracking the company’s execution priorities. Shares of Cardinal Infrastructure Group last closed at $31.57, with the stock up...

Science Applications International (NasdaqGS:SAIC) has been awarded a major contract by the U.S. Government Accountability Office to modernize and support its IT infrastructure. The company has also launched the Alliance for Advancing Rural Healthcare (AARH) to help implement the federal Rural Health Transformation Program. These developments expand SAIC's role in federal technology modernization and healthcare focused initiatives. For you as an investor watching NasdaqGS:SAIC, this...

Kosmos Energy (KOS) has put a tough year on the tape, closing FY 2025 with Q4 revenue of US$294.9 million and a basic EPS loss of US$0.79 as net income excluding extra items came in at a loss of US$377.1 million. Over the trailing twelve months, the company has seen total revenue of about US$1.3 billion with a basic EPS loss of US$1.47 and a net loss excluding extra items of US$699.8 million, keeping the focus firmly on loss making operations rather than growth in the top line. With the stock...

If you are wondering whether Carrier Global's current share price lines up with its underlying worth, this valuation focused breakdown is designed to give you a clear and structured view. The stock recently closed at US$61.17, with returns of 2.7% over the last 30 days, 14.3% year to date and 34.2% over 3 years, which may have some investors reassessing both its growth potential and risk profile. Recent coverage has focused on Carrier Global's position as a major player in heating,...

If you are wondering whether Heritage Financial's current share price reflects a fair deal or an opportunity, looking closely at its valuation can help you set clearer expectations before you commit fresh capital. The stock last closed at US$26.21, with returns of a 3.3% decline over 7 days, 1.5% over 30 days, 10.6% year to date and 12.1% over 1 year, which gives you a sense of how sentiment has shifted over different timeframes. Recent company updates and sector headlines have kept Heritage...

Plug Power FY 2025 Results: Revenue Growth With Deepening Losses Plug Power (PLUG) closed FY 2025 with Q4 revenue of US$225.2 million and a basic EPS loss of US$0.63, alongside net income excluding extraordinary items of a US$846.0 million loss. This puts a sharp spotlight on the trade off between scale and profitability. Over recent periods the company has seen revenue move from US$191.5 million in Q4 2024 to US$225.2 million in Q4 2025, while basic EPS shifted from a loss of US$1.48 to a...

AES (AES) has wrapped up FY 2025 with fourth quarter revenue of US$3.1 billion and Basic EPS of US$0.44, alongside trailing twelve month revenue of US$12.2 billion and EPS of US$1.31. These figures sit against a net profit margin of 7.8% versus 13.7% a year earlier and a one off loss of US$192.0 million in the period. Over recent quarters, the company has reported revenue between US$2.9 billion and US$3.4 billion per quarter, while quarterly EPS has ranged from a loss of US$0.15 to a profit...

If you are wondering whether Cullen/Frost Bankers is good value at around US$140 per share, the key question is how that price compares with what the business might be worth. The stock has seen mixed recent moves, with a 1% decline over the last 7 days, a 1.9% gain over the last 30 days, and returns of 9.6% year to date and 10.6% over the last year, while the 3 year and 5 year returns sit at 21.2% and 44.4% respectively. Recent coverage of regional banks and interest rate expectations has...

Diversified Energy (NYSE:DEC) has agreed to acquire high working interest natural gas assets in East Texas, expanding its existing footprint in the region. The new properties sit near the company’s current operations, which may support operational synergies across production and infrastructure. Alongside the acquisition, Diversified Energy announced a fresh share buyback program and confirmed the completion of a prior repurchase tranche. Diversified Energy, trading at $14.52, is adding to...

Director Thomas T. Edman recently sold a significant block of TTM Technologies (NasdaqGS:TTMI) shares under a pre-established Rule 10b5-1 trading plan. The sale was disclosed in regulatory filings, giving investors fresh insight into insider transactions at the printed circuit board and electronics manufacturing company. For you as an investor, this kind of insider activity sits alongside fundamentals, valuation metrics, and your own risk tolerance. TTM Technologies focuses on advanced...

Chemours (NYSE:CC) and 2CRSi have entered into a joint development agreement focused on advanced cooling technologies for high-density IT and AI infrastructure. The partnership targets immersion and direct to chip cooling solutions tailored to data centers and AI driven environments. The agreement is positioned to support next generation chip applications and growing thermal management needs in digital infrastructure markets. Chemours, known for its specialty materials and chemistries, is...

AAON has reported that its Alpha Class EXTREME SERIES rooftop HVAC unit exceeded U.S. Department of Energy challenge standards. The unit delivered true simultaneous dual fuel operation while maintaining efficient performance at temperatures below typical industry requirements. The product is aimed at commercial buildings where retrofit friendly, high performance heating and cooling solutions are in demand. For investors watching NasdaqGS:AAON, this product news adds a fresh data point...

Marriott Vacations Worldwide (NYSE:VAC) recorded about $546 million in non-cash impairments tied to asset write downs and goodwill linked to earlier acquisitions. The company is reshaping its priorities toward profitability and free cash flow, including deferred or cancelled projects in Asia and fewer Asia Pacific tours planned for 2026. Leadership changes include Matt Avril stepping in as CEO and Mike Flaskey as President, signaling a new direction for the vacation ownership business. For...

If you are wondering whether Sonic Automotive's current share price gives you genuine value, it helps to break the story into what the stock has done recently and what the fundamentals say about it. The shares most recently closed at US$62.62, with returns of 4.4% over 30 days, 1.6% year to date, a 3.2% decline over 1 year, 13.5% over 3 years and 38.0% over 5 years. Recent coverage around Sonic Automotive has focused on its position as a US auto retailer and how investors are weighing that...

Versant Media Group (NasdaqGS:VSNT) authorized a new $1b share repurchase program. The company declared a quarterly cash dividend, initiating regular capital returns to shareholders. Management highlighted recent acquisitions and progress in building Versant as a standalone public company. Versant Media Group, trading at $34.01 per share, is moving ahead with a mix of buybacks, dividends, and acquisitions that directly affect how capital is used. The stock is up 13.9% over the past week and...

Vir Biotechnology (VIR) is back in focus after its agreement with Astellas Pharma on prostate cancer candidate VIR-5500, along with fresh Phase 1 data and several recent equity financing moves. See our latest analysis for Vir Biotechnology. Despite a 4.6% 1-day share price decline to US$8.91 and some pressure over the past week, Vir Biotechnology’s roughly 20% 1-month and 42% 3-month share price returns suggest momentum has picked up around the Astellas partnership, Phase 1 VIR-5500 data and...

Core Scientific (CORZ) just posted its FY 2025 Q4 numbers, reporting revenue of US$79.8 million, basic EPS of US$0.68 and net income of US$216.0 million. The company has seen quarterly revenue move in a tight band between US$78.6 million and US$95.4 million since late 2024, while basic EPS has swung from a loss of US$1.17 per share in 2024 Q3 to a profit of US$0.68 in 2025 Q4, highlighting how volatile margins have been for shareholders tracking the story. With trailing twelve month EPS still...

If you are wondering whether Church & Dwight is offering fair value at its current share price, you are not alone. This article is built to help you assess what you are really paying for. The stock last closed at US$103.02, with a 7.0% return over the past 30 days, a 24.7% return year to date, but a 5.7% decline over the past year and longer term returns of 27.6% over 3 years and 35.9% over 5 years. Recent interest in Church & Dwight reflects its position as a long established household...

Wondering whether Stoke Therapeutics at around US$33.78 is starting to look expensive or if there is still value on the table? This article walks through the key numbers so you can judge for yourself. The stock has been volatile, with a 4.8% decline over the last 7 days, an 11.3% gain over 30 days, a 9.3% return year to date, a 345.6% return over 1 year, a 266.0% return over 3 years, and a 34.9% decline over 5 years. These price swings sit against a backdrop of ongoing attention on Stoke...

CACI International (NYSE:CACI) has announced and priced a $500 million senior notes offering. The company plans to use the proceeds to help fund its acquisition of ARKA Group L.P. The transaction affects CACI International's capital structure and future debt obligations. For investors watching NYSE:CACI, this new senior notes offering comes at a time when the stock is trading at $629.75. The shares show longer term returns of 78.4% over the past year, 110.5% over three years, and 182.1%...

The Morning Bull - US Market Morning Update Wednesday, Mar, 4 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.2%, as investors juggle stubborn inflation worries and mixed global growth signals. The US 10 year Treasury yield is holding near 4.06%, which indicates borrowing costs remain relatively high and keeps pressure on areas like real estate and smaller, debt heavy companies. At the same time, a large 5.6 million barrel build in US oil...