U.S. Software Stock News

Comerica, listed as NYSE:CMA, is facing a major employment discrimination lawsuit tied to its Diversity, Equity, and Inclusion policies. The complaint alleges that aggressive DEI quotas influenced promotions and compensation, with demographic targets said to override merit based decisions. This legal challenge arrives as Comerica moves toward completion of its acquisition by Fifth Third Bancorp and prepares for leadership changes. For investors watching NYSE:CMA, the timing of this lawsuit...

Why Orchid Island Capital is on investors' radar today Orchid Island Capital (ORC) has drawn fresh attention after recent trading left the mortgage REIT at a last close of US$7.80, with returns mixed across the past week, month and past 3 months. See our latest analysis for Orchid Island Capital. Recent trading has been choppy, with a 1 day share price return of a 5.68% decline and a 7 day share price return of a 4.41% decline. However, a 30 day share price return of 5.83% and a 1 year total...

Franklin Electric (FELE) has drawn fresh attention after its Board of Directors approved a 5.7% increase in the quarterly cash dividend to $0.28 per share, payable on February 19, 2026. See our latest analysis for Franklin Electric. At a share price of $99.62, Franklin Electric has seen a 6.95% 3 month share price return and a 42.77% 5 year total shareholder return. The latest dividend increase adds to a relatively modest 0.76% 1 year total shareholder return. If this dividend move has you...

Rush Enterprises recently reported past third-quarter 2025 results that missed earnings expectations but exceeded revenue forecasts and introduced a new US$150,000,000 stock repurchase program, effectively replacing its nearly exhausted prior authorization. UBS initiated formal coverage on Rush Enterprises with a Neutral view, giving investors a fresh reference point as the company couples revenue outperformance with expanded capital returns. Next, we will examine how the new US$150,000,000...

In January 2026, SkyWest reported fourth-quarter 2025 results showing revenue rising to US$1,024.49 million while net income and EPS slipped slightly year-on-year, and confirmed multi-year extensions on E175 flying agreements with United and Delta alongside ongoing debt reduction and share repurchases. An interesting angle is that despite mixed quarterly earnings, SkyWest’s long-dated E175 contracts and growing block hours point to increasingly visible partner-driven demand for its regional...

In October 2025, Keurig Dr Pepper reported strong third-quarter results, with net sales and adjusted earnings per share both rising and the U.S. Refreshment Beverages segment leading growth, helped by contributions from the GHOST acquisition. The company also raised its full-year constant currency net sales growth outlook to a high-single-digit range, underscoring management’s confidence in the momentum of its beverage portfolio and integration of recent deals. Next, we will examine how this...

In January 2026, Full Truck Alliance announced a new long-term shareholder return policy, planning to distribute over US$400 million in FY2026 through around US$300 million in quarterly dividends and additional open-market share repurchases. This move signals management’s confidence in the company’s cash-generation profile and marks a shift toward balancing reinvestment with consistent capital returns for investors. Next, we’ll examine how this sizeable dividend-and-buyback plan could...

Central Securities Corp recently reported that its net assets rose 9.3% year-over-year as of September 30, 2025, with net assets per common share increasing from US$56.17 to US$61.39. This balance-sheet improvement highlights how growth in underlying asset value can strengthen the company’s financial footing and underpin its closed-end fund structure. We’ll now examine how this growth in net assets per share fits into Central Securities’ broader investment narrative and future...

Colgate-Palmolive (CL) has wrapped up FY 2025 with fourth quarter revenue of US$5.2b, Basic EPS of a US$0.05 loss, and net income excluding extra items of a US$37m loss. The trailing twelve month figures show revenue of US$20.4b, Basic EPS of US$2.64, and net income excluding extra items of US$2.1b. Over recent quarters, the company has reported revenue of US$4.9b in Q4 2024, US$5.1b in Q1 2025, US$5.1b in Q2, US$5.1b in Q3, and US$5.2b in Q4, alongside quarterly Basic EPS readings of...

H2O America, NasdaqGS:HTO, announced an increase in its quarterly cash dividend. The company also raised its full year dividend outlook. The update signals management's view on the strength of the dividend profile going forward. H2O America, NasdaqGS:HTO, operates in the water services space, a sector that tends to draw attention from investors who care about essential infrastructure and steady cash flows. Dividend changes often stand out in this kind of business, because they can shape how...

On January 29, 2026, First Advantage Corporation announced that Board member Bianca Stoica resigned from the Board and its Compensation Committee, with the company stating her departure was not related to any disagreement over operations, policies, or practices. Her exit comes as investors are already focused on First Advantage’s response to AI-driven disruption in employment services and a major shareholder’s recent decision to reduce its stake. Against this backdrop, we will explore how...

Peoples Bancorp (PEBO) has drawn fresh attention after reporting fourth quarter 2025 results, including higher net interest income, an 86.4% rise in net earnings, and an affirmed quarterly cash dividend of $0.41 per share. See our latest analysis for Peoples Bancorp. The recent earnings beat and dividend affirmation have come alongside a 90 day share price return of 12.76% and a 1 year total shareholder return of 5.25%. The 3 year total shareholder return of 25.08% points to steadier gains...

If you are wondering whether Aflac's current share price reflects its real worth, you are not alone. This article focuses squarely on what you are getting for the price you pay. Aflac last closed at US$110.95, with returns of 3.6% over the past 7 days, 0.6% over 30 days, 0.6% year to date, 5.6% over 1 year, 70.8% over 3 years and 174.2% over 5 years. Recent attention on Aflac has been shaped by ongoing coverage of its role in the insurance sector and discussion around how its long term share...

Franklin Resources (BEN) opened fiscal 2026 with Q1 revenue of US$2.3 billion and basic EPS of US$0.49, alongside net income of US$255.5 million and trailing twelve month EPS of US$1.09. This sets a clear marker for how the year is starting to shape up. Over recent periods, revenue has moved from US$2.2 billion in Q4 2024 to US$2.1 billion in Q2 2025, US$2.1 billion in Q3 2025, US$2.3 billion in Q4 2025 and now US$2.3 billion in Q1 2026, while quarterly EPS has ranged from a loss of US$0.18...

If you are looking at Sonos and wondering whether the current share price gives you good value, you are not alone. This article will walk through what that price really reflects. Sonos shares last closed at US$14.35, with returns of a 3.8% decline over 7 days, an 18.0% decline over 30 days, an 18.0% decline year to date, a 4.1% gain over 1 year, a 24.1% decline over 3 years, and a 53.7% decline over 5 years. These mixed returns have put a spotlight on what might be driving the share price,...

Minerals Technologies reported a record company safety performance in 2025, setting a new benchmark for its operations. The company increased investment in growth platforms across pet litter, edible oil purification, and paper and packaging in key global markets. Engineered Solutions delivered record profitability in a challenging market, while Minerals Technologies continued to incur talc related litigation costs. For investors tracking NYSE:MTX, the recent news adds important context to a...

What iRhythm’s recent performance means for investors iRhythm Holdings (IRTC) has drawn fresh attention after a mixed stretch in its share performance, with a gain of 3.7% over the past day contrasted against negative returns over the past week, month, and past 3 months. For investors, that combination of short term strength and recent weakness raises questions about how the current US$154.51 share price lines up with the company’s business profile, financial results, and longer term track...

Intel has begun adopting ASML Holding's next generation high-NA EUV lithography systems as part of its latest manufacturing roadmap. The first commercial high-NA EUV system from ASML has now been installed at Intel, marking a key step in advanced chip production. Intel aims to use this equipment in its effort to regain market share in cutting edge manufacturing from TSMC. ASML Holding (NasdaqGS:ASML) sits at the center of this shift, supplying the high-NA EUV tools that enable smaller, more...

Why MBX Biosciences is Back on Investor Radars Barclays has initiated coverage on MBX Biosciences (MBX) with an Overweight or Buy view, a move that puts fresh attention on this early stage endocrine and metabolic disorder drug developer. The coverage comes shortly after MBX Biosciences appointed experienced biotechnology finance executive Laurie Stelzer to its board and as audit committee chair. This adds another layer of interest for investors tracking the company’s progress. See our latest...

Investors may be wondering whether Harmony Biosciences Holdings at around US$36.52 is offering fair value right now, or if the current price is out of line with its fundamentals. The stock has been under some pressure recently, with a 0.8% decline over the last 7 days, a 2.3% decline over the last 30 days and year to date, and a 5.8% decline over the past year. Over longer periods, the 3-year and 5-year returns sit at declines of 26.0% and 8.8% respectively. Recent coverage around Harmony...

Autohome recently announced a special dividend to be paid on February 19th to shareholders of record as of December 31st, while institutional investors such as Federated Hermes, Invesco and Schroder Investment Management Group increased their holdings in the company during the third quarter. The combination of a one-off cash return to shareholders and growing institutional participation highlights how capital allocation and investor mix are evolving for Autohome. Next, we will examine how...

If you are wondering whether Li Auto's share price still reflects its real worth, or if the market has pushed it too far in one direction, this article is here to help you size up the value story. Li Auto's recent returns include a 0.5% decline over 7 days, a 3.6% decline over 30 days and year to date, and a 29.0% decline over the past year, which may have changed how some investors think about its risk and return profile. Recent coverage has continued to focus on Li Auto's position in the...

In January 2026, Life Time Group Holdings issued earnings guidance, projecting fourth-quarter 2025 revenue of US$743 million–US$745 million and net income of US$120 million–US$123 million, alongside full-year 2025 and 2026 outlooks. An interesting aspect of the update is that while 2026 revenue is guided higher at about US$3.30 billion–US$3.33 billion, the company anticipates lower net income of US$330 million–US$336 million compared with its 2025 forecast. Next, we will examine how Life...

In late January 2026, Starbucks reported fiscal first‑quarter 2026 results showing revenue of US$9,915.1 million and global comparable sales growth, but net income fell to US$293.3 million as higher labor and input costs weighed on profitability. The company used its Investor Day to argue that its “Back to Starbucks” plan is gaining traction, highlighting the first U.S. same‑store sales growth in two years, a revamped loyalty program, and plans for 600 to 650 net new coffeehouses in...