U.S. Software Stock News

Progressive (PGR) is back in focus after a series of analyst rating changes and sector comments, combined with its new partnership with SIAA and attention on the upcoming December results release. See our latest analysis for Progressive. The recent pullback, including a 13.06% 1 month share price return decline and a 3.12% year to date share price return decline to around $205.5, contrasts with a 139.38% 5 year total shareholder return. This suggests long term momentum remains intact, while...

Zevra Therapeutics, Inc. presented at the 44th Annual J.P. Morgan Healthcare Conference on January 15, 2026, at The Westin St. Francis Hotel’s 111 Minna Gallery in San Francisco. This high-profile conference appearance gave Zevra a platform to highlight its rare disease focus and pipeline priorities to a concentrated audience of healthcare investors and industry partners. We’ll now examine how Zevra’s high-visibility J.P. Morgan Healthcare Conference presentation may influence its...

Earlier this month, Collegium Pharmaceutical issued full-year 2026 earnings guidance, projecting net product revenues between US$805,000,000 and US$825,000,000, giving investors clearer visibility into expected business performance. This guidance, released shortly after a very large share price rise in 2025 and insider share sales, adds fresh context to how management views demand for its pain and ADHD treatments. Next, we’ll examine how Collegium’s US$805,000,000–US$825,000,000 revenue...

PPL recently implemented a 3.7% increase in its default electricity rate from December 1, and investors are also watching for an upcoming earnings report that is expected to show higher earnings per share and revenue than the same quarter a year ago. Together, stronger anticipated quarterly results and higher regulated electricity rates could have meaningful implications for PPL’s future revenue profile and earnings mix. Next, we’ll examine how the recent electricity rate hike may influence...

FMR LLC recently increased its ownership in Keurig Dr Pepper to a 10% stake by acquiring more than 32 million additional shares, deepening its exposure to the non-alcoholic beverage sector. This move highlights how a large institutional investor can influence perceptions of Keurig Dr Pepper’s long-term positioning despite its recent operational challenges. Next, we’ll examine how FMR LLC’s enlarged 10% stake could influence Keurig Dr Pepper’s investment narrative and future risk‑reward...

Expeditors International of Washington (EXPD) has drawn fresh attention after a recent move in its share price, with investors weighing its $11.17b in revenue and $845.50m in net income against recent return figures. See our latest analysis for Expeditors International of Washington. The recent uptick in Expeditors International of Washington's share price to US$162.22 sits within a strong trend, with a 37.18% 90 day share price return and a 47.33% 1 year total shareholder return suggesting...

Why TTM Technologies is Suddenly on Investors’ Radar TTM Technologies (TTMI) has jumped into focus after management used the Needham Growth Conference to lay out ambitious multi year revenue and earnings targets tied to aerospace, defense, and AI data center demand. See our latest analysis for TTM Technologies. That conference message has arrived after a sharp shift in sentiment, with the share price at $96.52 and strong recent momentum, including a 90 day share price return of 65.13% and a...

Diodes Incorporated recently introduced the AP53781 and AP53782 28V USB Type-C Power Delivery dual-role power controllers, which support the USB PD3.1 extended power range standard and enable up to 140W bidirectional power management in battery-powered portable devices. This launch expands Diodes' presence in higher-power USB-C applications such as power banks, e-bikes, power tools, and portable displays by simplifying design and reducing the need for separate adaptors and...

Why Korn Ferry’s new Talent Suite matters for shareholders Korn Ferry (KFY) has launched Korn Ferry Talent Suite, a unified SaaS platform that embeds its proprietary talent IP, data, analytics, and AI directly into client workflows across hiring, development, pay, and performance. See our latest analysis for Korn Ferry. The Korn Ferry Talent Suite launch comes as the share price sits at $67.67, with a 1-day share price return of 0.56% and year to date share price return of 1.93%. The 5 year...

With no single headline event driving attention to Stifel Financial (SF) today, the stock’s recent performance and fundamentals, including US$5,293.276 million in revenue and US$626.142 million in net income, are prompting closer investor review. See our latest analysis for Stifel Financial. At a share price of US$128.68, Stifel Financial’s 90 day share price return of 18.69% and 1 year total shareholder return of 18.95% suggest momentum has been building rather than fading. If Stifel’s...

If you are wondering whether Roblox at around US$82.87 is still a fair deal or already pricing in a lot of optimism, you are not alone. The stock has returned 8.4% over the last 7 days, while the 30 day return is a 4.7% decline, with gains of 2.4% year to date, 30.0% over 1 year and 131.7% over 3 years shaping how investors are thinking about its potential and risk. Recent coverage has focused on Roblox as a major online platform for user generated games and experiences, with attention on...

Recent analyst downgrades following the departure of Coty (COTY) CEO Sue Nabi have put the company’s transition in sharper focus, as firms highlight extended uncertainty and limited clarity on near term value catalysts. See our latest analysis for Coty. Those leadership changes and the completed sale of the remaining Wella stake to KKR have come against a tougher share price backdrop. Coty’s 90 day share price return of 22.65% and 1 year total shareholder return of 53.55% have both declined,...

Matson, Inc. recently issued earnings guidance for the past fourth quarter of 2025, projecting consolidated operating income of US$135.0 million to US$145.0 million, net income of US$131.3 million to US$146.3 million, and diluted EPS of US$4.22 to US$4.70, including an estimated US$0.77 per share tax benefit. The company also indicated that 2026 consolidated operating income is expected to be close to its 2025 full-year level, signaling management’s view of consistent operating performance...

Brown-Forman (BF.B) caught investor attention after shares moved higher when the company said its Woodford Reserve Double Double Oaked Bourbon would see a national re release, highlighting the brand’s pricing power and demand potential. See our latest analysis for Brown-Forman. At a share price of $27.20, Brown-Forman has seen a 7.30% 7 day share price return, while its 1 year total shareholder return of 16.80% and 5 year total shareholder return of 59.15% show that longer term momentum has...

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...

The Middle East is experiencing a significant transformation in digital commerce and payments, fueled by increasing e-commerce activity, mobile-first purchasing behavior, and a strong shift towards digital payments across the region. This evolution is supported by a growing reliance on app-based transactions and digital wallets, thereby facilitating a cashless economy in countries like the UAE and Iran. In addition to these shifts, Gulf nations are deeply investing in artificial intelligence...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

If you are wondering whether Match Group at around US$31.99 is a bargain or a value trap, you are not alone. This article breaks down what the current price really implies. The stock has had a mixed run, with a 1.8% decline over the last 7 days and a 1.9% decline over the last 30 days, while returns are 0.8% year to date and 2.1% over 1 year, against much steeper declines of 30.2% over 3 years and 77.7% over 5 years. Recent discussion around Match Group has focused on how its portfolio of...

Earlier this week, JPMorgan Chase reported fourth-quarter 2025 results showing higher net interest income but a 7% drop in quarterly profit to US$13.03 billion, alongside lower-than-expected investment banking fees and a US$2.20 billion credit reserve tied to its deal to take over the Apple Card portfolio from Goldman Sachs. At the same time, President Trump’s call for a one-year 10% cap on credit card interest rates has put JPMorgan’s highly profitable card business under policy scrutiny,...

Sensormatic Solutions, the retail portfolio of Johnson Controls, recently expanded its TrueVUE Cloud inventory platform with a new platform-as-a-service option, added real-time location capabilities through a collaboration with Keonn Technologies, and introduced data-driven loss prevention tools, while Johnson Controls led a US$65.00 million Series B funding round in data center cooling company Accelsius. Together, these moves highlight Johnson Controls’ push to deepen its role in AI-ready...

If you are wondering whether Nasdaq's current share price reflects its true value, you are not alone. This article will walk through what the numbers are actually saying about the stock. Nasdaq recently closed at US$100.07, with returns of 7.7% over the last 30 days and 31.6% over the past year, while the last 7 days show a 0.3% decline. These price moves sit against a backdrop of ongoing attention on Nasdaq's role as a major market operator and index provider, as investors monitor how...

Pony.ai and BAIC BJEV recently expanded their partnership to deepen cooperation across the autonomous driving value chain, aiming to advance mass production, commercialization, and global deployment of high-level Robotaxi solutions through jointly designed purpose-built vehicles and enhanced operational support. A distinctive aspect of this agreement is its focus on end-to-end scaling, from forward vehicle design to fleet operations, maintenance efficiency, and lifecycle management,...

Snap’s recent performance and what it could mean for investors Snap (SNAP) shares have been under pressure recently, with the stock down over the past week but still showing a gain over the past month. This mixed performance may prompt investors to reassess its current valuation. See our latest analysis for Snap. Over the past year, Snap’s share price has given investors a weak ride, with a 1 year total shareholder return decline of 33.28% and a 1 month share price return of 8.82%, suggesting...

If you are wondering whether e.l.f. Beauty is offering value at its current share price or if the shine has already been priced in, this article breaks down what the numbers are really saying about the stock. The shares last closed at US$86.26, with returns of 5.1% over 7 days, 9.7% over 30 days, 10.9% year to date, a 32.8% decline over 1 year, and gains of 60.8% over 3 years and a very large increase over 5 years. Investors have been reacting to broader sentiment around beauty and consumer...