U.S. Software Stock News

In January 2026, Boehringer Ingelheim announced a clinical collaboration with Jazz Pharmaceuticals to test a combination of zongertinib and zanidatamab in a Phase 1b cohort for HER2-positive breast cancer within the ongoing Beamion-BCGC1 trial. This partnership links two recently approved HER2-targeted therapies from different cancer settings, aiming to generate data on dual HER2 blockade that could shape future treatment options across HER2-driven tumors. Next, we’ll examine how this dual...

GlobalFoundries recently appointed Ganesh Moorthy, former president and CEO of Microchip Technology and a veteran of Intel, to its board of directors effective January 15, 2026. By adding a director with deep experience in manufacturing, product innovation and customer-focused execution across multiple semiconductor companies, GlobalFoundries is signaling a strengthened governance bench for its long-term growth plans. We will now examine how Moorthy’s extensive semiconductor leadership...

Recent performance snapshot Cathay General Bancorp (CATY) has drawn fresh attention after recent trading, with the share price at $50.73 and returns showing mixed short term moves alongside stronger figures over the past year and multi year periods. See our latest analysis for Cathay General Bancorp. The recent 3% one day share price decline to $50.73 comes after a 9.1% 90 day share price return and a 9.35% 1 year total shareholder return. This suggests momentum has cooled slightly but...

Preferred Bank (PFBC) shares came under pressure after its Q4 2025 earnings, as solid revenue and loan growth were weighed against a softer net interest margin, higher costs, and rising criticized loan balances. See our latest analysis for Preferred Bank. The earnings release appears to have reset expectations, with a 9.2% 1 day share price decline and a 15.4% 30 day share price decline. At the same time, the 5 year total shareholder return of 99.8% shows a much stronger longer term picture...

What Kimco Realty’s recent performance signals for investors Kimco Realty (KIM) has drawn investor attention after a mixed pattern of returns, with gains over the past month but weaker performance over the past 3 months and year. At a recent close of $20.96, the real estate investment trust sits against a backdrop of annual revenue of about $2.1b and net income of roughly $561 million. That combination, together with its value score of 5, gives investors a starting point for judging how the...

Aon (AON) is back in focus after releasing fresh findings from its multi year GLP 1 study, which links sustained use of these therapies to slower medical cost growth for employers and better health outcomes for covered workers. See our latest analysis for Aon. At a share price of $338.69, Aon’s 1 day share price return of 0.81% comes after a softer patch, with a 30 day share price decline of 5.04% and a 1 year total shareholder return decline of 9.37%. The 5 year total shareholder return of...

What the Home DeCoors launch means for Molson Coors Beverage (TAP) Molson Coors Beverage (TAP) just put its Coors Light brand at the center of attention with the Home DeCoors furniture collection, a product themed campaign that turns beer cases into multipurpose home pieces. This playful launch arrives as recent analysis points to weaker average quarterly sales volumes, down 5.6% over the past two years, and pressure on operating margins. Investors may watch how branding pushes like Home...

In January 2026, Arlo Technologies filed a shelf registration to potentially offer 4,200,189 shares of common stock, tied to an ESOP-related transaction valued at about US$58.47 million. This filing highlights Arlo’s use of equity-based employee compensation, which can affect both capital structure and workforce alignment with shareholder interests. We’ll explore how this ESOP-related shelf registration shapes Arlo Technologies’ investment narrative, particularly around ownership dilution...

DXC Technology recently announced a partnership with Euronet Worldwide to integrate DXC’s Hogan core banking platform with Euronet’s Ren issuing and payments solution, aiming to help banks and fintechs roll out card issuing, revolving credit, and payment programs more efficiently. This collaboration positions Euronet more firmly as a comprehensive payments infrastructure provider by embedding its technology deeper into financial institutions’ core systems and expanding its role in global...

Jack Henry & Associates (JKHY) is back in focus after rolling out its cloud-native Rapid Transfers product with Moov and welcoming Coinbax to its Fintech Integration Network, both centered on digital payments and stablecoin infrastructure. See our latest analysis for Jack Henry & Associates. These payment and stablecoin moves come after a strong 90-day share price return of 19.97% and more measured gains. The latest share price is $185.11 with a 1-year total shareholder return of 5.63%,...

Uranium Energy (UEC) has been in focus after nuclear sector stocks reacted to recent US policy support for nuclear power, including President Trump’s comments at Davos that highlighted small modular reactors and streamlined regulation. See our latest analysis for Uranium Energy. The recent US policy support and sector optimism have arrived alongside a 52.5% 1 month share price return and a 42.03% year to date share price return for Uranium Energy. The total shareholder return over the past...

In January 2026, Akamai announced that Deutsche Telekom Security is using its Security Certified Service Provider program to offer managed API security and microsegmentation services to customers in finance, insurance, critical infrastructure, and the public sector, including deployments on sovereign cloud environments. This partnership underscores how Akamai’s security capabilities are being embedded into regulated, mission-critical infrastructure, highlighting the growing importance of API...

Atmus Filtration Technologies, spun out of Cummins in 2023, reported a past Q3 in which revenue grew 10.9% year on year and results materially exceeded analyst expectations on revenue, EBITDA and adjusted operating income. This was the biggest analyst estimates beat among its gas and liquid handling peers, highlighting how the company’s filtration-focused model can outperform sector benchmarks. Next, we’ll examine how this strong earnings beat, especially the outperformance on EBITDA, shapes...

In January 2026, MakeMyTrip Limited reported past third-quarter and nine-month results showing higher sales and revenue but significantly lower net income compared with the prior year, alongside basic and diluted EPS compression. At the same time, the company disclosed it had completed repurchases of 1,758,742 shares for about US$77.26 million under its long-running buyback program, modestly reducing its share count. With revenue growth but weaker profitability and an active share buyback,...

In recent weeks, CRH plc has continued its US$300 million share buyback programme on the New York Stock Exchange, while the State of Alaska’s Department of Revenue disclosed an US$8.30 million new position in the company alongside other institutional portfolio adjustments. At the same time, CRH Americas’ leadership has publicly pressed Congress to modernize US infrastructure, linking long-term economic activity to renewed investment in roads and bridges. Against this backdrop of active...

WhiteFiber (WYFI) is back on investors’ radar after completing an upsized US$210 million offering of 4.500% convertible senior notes due 2031, aimed at funding data center buildout and broader corporate initiatives. See our latest analysis for WhiteFiber. WhiteFiber’s recent upsized convertible notes deal comes after a sharp 21.4% 30 day share price return and a 19.5% year to date share price return. However, the 90 day share price return of about a 40.6% decline shows momentum has recently...

A. O. Smith Corporation ( NYSE:AOS ) is about to trade ex-dividend in the next 3 days. Typically, the ex-dividend date...

Event context and recent share performance Healthcare Services Group (HCSG) has come onto investors’ radar without a single clear headline event, prompting closer attention to its recent share performance and fundamentals rather than a one off catalyst. See our latest analysis for Healthcare Services Group. At a share price of $18.91, Healthcare Services Group has recently seen softer momentum, with a 30-day share price return of 3.67% and a 90-day share price return of 1.66%. The year to...

New Oriental Education & Technology Group’s upcoming quarterly earnings report on 28 January 2026 has become a focal point for investors assessing the company’s progress in China’s evolving education market. Attention is centering on how New Oriental’s guidance for K-12 and online segments may reflect shifting regulatory conditions and consumer spending patterns in China’s private education sector. We’ll now examine how the focus on growth and margin recovery in China education could shape...

Juniper Research has highlighted three transformative technologies poised to revolutionize digital payment fraud and security over the coming year: civic identity apps, tokenisation, and artificial intelligence. Civic identity apps are expected to streamline onboarding processes and improve user control over digital identities. Tokenisation is anticipated to enhance efficiency through faster settlement speeds and reduced compliance burdens, while AI continues to innovate with adaptive...

Starbucks has agreed to form a new China retail joint venture with Boyu Capital, with Starbucks holding 40% and Boyu Capital able to acquire up to 60%. The move reshapes Starbucks’ operating model in its largest market outside the US, at a time when it has been facing tougher competition from local coffee chains. This joint venture comes as Starbucks continues a wider repositioning of its global footprint and store formats. For investors watching NasdaqGS:SBUX, the China joint venture is a...

AllianceBernstein Holding stock update AllianceBernstein Holding (AB) shares recently closed at US$38.96, with short term returns mixed, including a 1 day decline of about 1.9% and a total return over the past 3 months of around a 3.6% decline. See our latest analysis for AllianceBernstein Holding. While the recent 7 day and 90 day share price returns of about 3.0% and 3.6% declines hint at fading short term momentum around the current US$38.96 level, the 1 year and 5 year total shareholder...

The latest move in MKS (MKSI) stock comes after the company lifted its 2025 guidance to the top of its prior range, along with upbeat analyst commentary and fresh product launches across its photonics portfolio. See our latest analysis for MKS. Those product launches and the guidance lift come after a strong run in the share price, with a 30 day share price return of 32.20% and a 90 day share price return of 54.51%, while the 1 year total shareholder return of 101.68% points to momentum that...

Nexa Resources S.A. recently suspended production at its Atacocha San Gerardo open pit mine in Peru after the Joraoniyoc community blocked road access in protest, limiting the site to essential maintenance with a minimal workforce. Although Atacocha contributes less than 3% of Nexa’s total zinc output and the company reports no material production impact so far, the disruption underscores ongoing community-related and operational risks around its assets. We’ll now explore how this...