U.S. Software Stock News

If you have ever wondered whether Berkshire Hathaway's share price still makes sense given its size and reputation, you are not alone. Many investors are asking the same question right now. The stock recently closed at US$493.29, with returns of a 1.2% decline over 7 days, a 0.3% decline over 30 days, a 0.7% decline year to date and 5.4% over the past year, while the 3 year and 5 year returns sit at 59.2% and 111.8% respectively. Recent headlines have continued to focus on Berkshire's role...

In January 2026, Humana Inc. announced a partnership with Atlas Oncology Partners to simplify and better coordinate cancer care for eligible Humana Medicare Advantage members in Tennessee and Mississippi, offering embedded support teams, virtual urgent care and advanced supportive services. An interesting aspect of this alliance is its emphasis on holistic, cancer-adjacent condition management and real-time communication among clinicians, which is intended to address often overlooked needs...

Why Belden’s latest debt move matters for shareholders Belden (BDC) has just completed a €450 million offering of senior subordinated notes due 2033, a refinancing intended to redeem its outstanding 3.375% senior subordinated notes due 2027 using the proceeds and cash on hand. See our latest analysis for Belden. These refinancing moves and the recent leadership appointment in digital and operations come as Belden’s share price, now at $116.03, shows mixed near term momentum with a 1-day share...

Earlier this month, Semtech Corporation reported a strong quarter with revenue rising 12.8% year on year and earnings and adjusted operating income surpassing analyst expectations, underpinned by demand for technologies linked to artificial intelligence and 5G across the semiconductor industry. These results, combined with improving sentiment across semiconductor manufacturers and positive signals from major industry players, have reinforced investor confidence in Semtech’s role within key...

Recent analyst moves around Olin (OLN) have put the stock back in focus, as several firms adjusted their views and RBC Capital reaffirmed a hold rating while updating its outlook on the company. See our latest analysis for Olin. At a share price of $23.41, Olin has recently shown a 14.81% 1 month share price return and an 8.63% year to date share price return. However, its 1 year total shareholder return of 28.18% and 3 year total shareholder return of 55.60% highlight lingering pressure on...

Why Pentair (PNR) is on investors’ radar today Pentair (PNR) is back in focus after recent share price moves, with the stock closing at $107.30 and showing mixed performance over the past week, month, and past 3 months. For investors tracking consistency, Pentair’s reported annual revenue of $4.13b and net income of $654.1m, along with measured revenue and net income growth rates, provide a starting point for assessing how current pricing aligns with the company’s earnings profile. See our...

In recent days, multiple brokerages, including KeyBanc, Jefferies, UBS, and others, have upgraded or reinforced positive ratings on YETI Holdings, citing factors such as supply chain stabilization, international expansion, and resilient demand across coolers, bags, and drinkware. This clustering of supportive analyst views suggests growing institutional confidence in YETI’s business momentum, even as some firms remain cautious with Hold or Neutral recommendations. We’ll now explore how this...

Golar LNG (GLNG) is back in focus after confirming that all conditions for its 20 year MKII floating LNG charter with Southern Energy in Argentina are satisfied, providing clearer visibility on future cash flows and contract stability. See our latest analysis for Golar LNG. At a share price of US$39.60, Golar LNG’s short term share price returns in recent weeks have been positive. The 3 year total shareholder return of about 86% and 5 year total shareholder return of roughly 283% stand out...

JBS has exited its meat snacks joint venture with US jerky maker Jack Link’s, ending a partnership formed in 2010 and allowing Jack Link’s to assume full control of the Meat Snack Partners business after Brazilian regulators received a clearance request. This move points to a reshaping of JBS’s product mix and geographic exposure, as it steps back from Brazil-based meat snack production for export markets. We’ll now examine how JBS’s withdrawal from the Jack Link’s venture reframes its...

TSS (TSSI) drew fresh attention after CEO Darryll E. Dewan and CFO Daniel M. Chism presented at the 28th Annual Needham Growth Conference, giving institutional investors direct access to management and the company’s current positioning. See our latest analysis for TSS. The conference appearance comes at a time when momentum in TSS’s share price has picked up, with a 7 day share price return of 41.27% and a 30 day share price return of 59.60% following a weaker 90 day share price return of...

Perdoceo Education (PRDO) has completed a US$74.8 million share repurchase tranche and announced a new buyback authorization of up to US$100 million, drawing fresh attention to how its stock is being valued. See our latest analysis for Perdoceo Education. The buyback announcements come after a period of mixed share price momentum, with a 7.67% 1 month share price return and an 11.57% 3 month share price decline. Yet longer term total shareholder returns of 16.29% over 1 year and more than 2x...

Earlier in January 2026, Amylyx Pharmaceuticals announced it had selected AMX0318, a long-acting GLP-1 receptor antagonist discovered with Gubra A/S, as a development candidate for post-bariatric hypoglycemia and other rare diseases following extensive preclinical evaluation. The move expands Amylyx’s pipeline into GLP-1 biology and rare metabolic conditions, while triggering up to US$50 million in potential milestones and mid-single digit royalties to Gubra, including US$4 million tied to...

Olema Pharmaceuticals (OLMA) is back in focus after fresh analyst coverage with positive ratings and a scheduled presentation at the 44th Annual J.P. Morgan Healthcare Conference, drawing attention to its breast cancer drug pipeline. See our latest analysis for Olema Pharmaceuticals. Despite a 7.02% one day share price decline to US$27.14 and a softer recent week, Olema’s 90 day share price return of 249.29% and one year total shareholder return of 379.51% indicate that momentum has been...

Six Flags Entertainment (FUN) has just closed a private offering of US$1b in 8.625% senior notes due 2032, and is using the proceeds to fully redeem its outstanding 2027 senior notes. See our latest analysis for Six Flags Entertainment. The refinancing news has arrived alongside a sharp 17.68% 1 month share price return and a 3.95% 7 day share price gain. However, the 1 year total shareholder return of 62.66% and 3 year total shareholder return of 58.63% indicate that longer term momentum has...

Recently, IPG Photonics reported strong third-quarter results driven by increased demand for lasers in electric vehicle and stationary storage battery welding, especially in Asia, while also opening a new Huntsville, Alabama facility to serve as headquarters for its IPG Defense unit focused on laser-based defense solutions such as the CROSSBOW counter-unmanned aerial systems technology. At the same time, the Valentin Gapontsev Trust I, a ten percent owner, sold 45,348 shares under a...

In January 2026, Charles River Laboratories announced a planned CEO transition to long-time executive Birgit Girshick, expanded its M&A pipeline, including deals for K.F. (Cambodia) Ltd. and the remaining stake in PathoQuest SAS, and highlighted improving Discovery and Safety Assessment demand with incremental cost savings and solid financing capacity for further acquisitions. The appointment of former FDA Principal Deputy Commissioner Dr. Namandjé N. Bumpus as Chief Scientific and...

Hope Bancorp, Inc. recently amended and restated its bylaws as part of a periodic governance review, while long-serving director Scott Yoon-Suk Whang decided to retire from the boards of both the company and Bank of Hope following the 2026 Annual Meeting of Stockholders. Whang’s departure, combined with bylaw changes and a planned reduction of the board to nine members, marks a meaningful governance reset for the regional bank as it refines oversight, succession planning, and director...

In January 2026, Voyager Technologies was awarded a patent for an extraterrestrial manufacturing method that grows larger, purer, wavelength-specific optical crystals in microgravity, with validation flights to the International Space Station planned for spring 2026 under an ISS National Laboratory grant and in partnership with several U.S. research institutions. This breakthrough crystal-growth process, aimed at improving signal stability and reducing error rates in high-bandwidth optical...

In recent days, Wells Fargo downgraded Knife River Holding (KNF) from “Overweight” to “Equal-Weight,” signaling a shift in its stance on the company. This change comes even as broader analyst coverage still leans toward an “Outperform” view, underscoring a divergence in professional opinions on Knife River’s prospects. Next, we’ll explore how Wells Fargo’s downgrade, despite broader “Outperform” sentiment, could influence Knife River’s existing infrastructure-led investment narrative. The...

Sanmina (SANM) has been in focus after recent commentary highlighted projected earnings growth of about 38.6% a year and sales growth near 40%, alongside a forward P/E below that of more than 81% of industry peers. See our latest analysis for Sanmina. Sanmina's recent move to US$177.44 comes alongside a 15.66% 7 day share price return and a 33.75% 90 day share price return, while its 1 year total shareholder return of 113.86% and 5 year total shareholder return of about 4x suggest strong...

Datwyler recently announced a collaboration with LTS Device Technologies and Stevanato Group to create a pre-verified large-volume subcutaneous drug delivery ecosystem, showcased at Pharmapack in Paris in January 2026. The partnership highlights how Stevanato’s EZ-fill large-volume cartridges can be integrated with advanced plungers and wearable devices to support at-home administration of sensitive therapies. We’ll now explore how this large-volume self-administration platform could...

Calix (CALX) has moved back into focus after a JPMorgan upgrade highlighted its exposure to increased U.S. broadband infrastructure spending aimed at underserved markets, with upcoming Q4 earnings and an investor day now in sharper view. See our latest analysis for Calix. At a share price of $58.10, Calix has seen a 12.29% 7 day share price return after the JPMorgan upgrade. Its 1 year total shareholder return of 53.26% points to stronger momentum building over a longer horizon, despite a...

Timken (TKR) has put leadership changes front and center by creating a chief technology officer role and reshaping regional presidencies. These moves are aimed at sharpening technology focus and aligning sales efforts across key global markets. See our latest analysis for Timken. Timken’s leadership refresh comes as the share price trades at $93.55, with a 30-day share price return of 9.72% and a 90-day share price return of 24.57%. The 1-year total shareholder return sits at 24.22%,...

Morgan Stanley recently downgraded American Assets Trust from Equalweight to Underweight, citing weak growth prospects, significant 2026–2027 lease expirations, refinancing challenges, and the risk of a future dividend reduction, while Mizuho highlighted broader shopping center REIT sector headwinds and occupancy saturation. This combination of company-specific concerns and broader sector caution has sharpened investor focus on American Assets Trust’s balance sheet flexibility, leasing risks...