U.S. Software Stock News

Amer Sports recently highlighted that its flagship brands Arc’teryx and Salomon have been gaining relevance across U.S. and international markets, supported by expanding direct-to-consumer channels and retail rollouts. An interesting angle is Salomon’s first official Olympic Games partnership for the 2026 Milano Cortina Winter Olympics, which the company is using to deepen consumer engagement through immersive experiences and product innovation. We’ll now examine how this brand momentum,...

First Industrial Realty Trust (FR) is back in focus after reporting robust fourth quarter 2025 results, issuing 2026 earnings guidance, and lifting its quarterly dividend by 12.4% to $0.50 per share. See our latest analysis for First Industrial Realty Trust. At a share price of $58.92, First Industrial Realty Trust has seen a 5.72% 90 day share price return and a 9.60% one year total shareholder return. This suggests that momentum has been gradually building around its earnings beat, 2026...

If you are wondering whether Dow's share price still offers value or if the easy gains are behind it, starting with a clear look at its current valuation can help ground your view before you make any decisions. The stock last closed at US$32.49, with returns of 2.2% over 7 days, 15.0% over 30 days and 33.9% year to date, set against a 9.7% decline over 1 year and a 33.2% decline over 3 years. Recent attention on Dow has focused on how the market is reassessing large chemicals and materials...

Kodiak AI (NasdaqGM:KDK) has secured a new contract with the U.S. Marine Corps to integrate its autonomous driving technology into military ground vehicles. The agreement extends Kodiak's AI trucking platform into defense use cases, focusing on unstructured and potentially high risk terrains. The deal introduces a new revenue channel for Kodiak AI and deepens its role as a technology partner in U.S. national security programs. Kodiak AI is stepping further into the public sector at a time...

In early February 2026, Biogen reported fourth-quarter 2025 results showing quarterly sales of US$521.2 million and full-year revenue of US$9.89 billion, alongside a quarterly net loss and lower annual earnings versus 2024. Despite the earnings pressure, management highlighted that newer therapies such as Leqembi, Skyclarys, Xerxuve and Calcadi collectively exceeded US$1 billion in 2025 revenue, underlining Biogen’s increasing reliance on its emerging portfolio rather than legacy...

Q4 results and why the stock moved Cohu (COHU) reported Q4 2025 revenue of US$122.2 million, nearly 30% above the prior year. However, it also reported an adjusted loss that was much larger than analysts expected, which triggered a sharp share price drop. Alongside those results, management guided Q1 2026 sales to around US$122 million, in a range of US$115 million to US$129 million, with comments pointing to better gross margins supported by backlog and demand in automotive, AI, and high...

Recent commentary from Stifel on EMCOR Group (EME) focuses on strengthening fundamentals in its mechanical and electrical contracting businesses, with activity levels and demand trends helping shape investor expectations for the stock. See our latest analysis for EMCOR Group. The recent 21.20% 1 month share price return to US$800.82, alongside a 29.19% 3 month share price return and very large 5 year total shareholder return, suggests momentum has been building as investors react to raised...

Interactive Brokers Group (IBKR) has been in focus after reporting revenues and earnings per share that topped consensus estimates, alongside a partnership with Coinbase that broadens its cryptocurrency trading access for clients. See our latest analysis for Interactive Brokers Group. Beyond the earnings beat and crypto partnership, Interactive Brokers’ share price has gained 13.21% over the past 90 days and 11.19% year to date. Its 1 year total shareholder return of 28.39% and 5 year total...

Earlier this week, SharkNinja, Inc. reported past fourth-quarter 2025 sales of US$2,101.43 million and net income of US$255.21 million, alongside full-year 2025 sales of US$6,399.19 million and net income of US$701.37 million, and announced a US$750 million share repurchase program without taking on new debt. The company also issued 2026 guidance calling for a further 10% to 11% increase in net sales and launched a Marilyn Monroe-branded product collection, highlighting its focus on both...

On February 1, 2026, Daktronics appointed Ramesh Jayaraman as President, Chief Executive Officer, and Board member, while former CEO Reece A. Kurtenbach resigned from the Board and interim CEO Bradley T. Wiemann began an advisory transition period ahead of retirement. This coordinated leadership handover tightens the link between management and the Board, potentially influencing how Daktronics executes its growth, efficiency, and capital allocation plans. Now, we’ll examine how Jayaraman’s...

Executive Chairman John Swygert of Ollie's Bargain Outlet Holdings (NasdaqGM:OLLI) recently sold company shares, extending a pattern of insider selling. The company has seen repeated insider sales over the past year with no reported insider purchases in the same period. This selling activity may draw attention from investors who monitor insider trading as one of several sentiment indicators. Ollie's Bargain Outlet Holdings, traded under NasdaqGM:OLLI, operates discount retail stores that...

MannKind Corporation recently reported that it has enrolled the first pediatric patient in INHALE-1ST, a clinical study evaluating the safety and efficacy of Afrezza (insulin human) Inhalation Powder initiated soon after type 1 diabetes diagnosis in youth aged 10 and above, used alongside once-daily basal insulin. This milestone builds on the FDA’s October 2025 acceptance of a supplemental Biologics License Application for pediatric Afrezza, positioning the inhaled insulin as a potential...

United Therapeutics (UTHR) just hit a key clinical milestone with completion of its Phase 3 TETON-1 study of inhaled treprostinil in idiopathic pulmonary fibrosis, a high-need lung disease that could broaden the Tyvaso franchise. See our latest analysis for United Therapeutics. Beyond the TETON-1 update, United Therapeutics’ share price at US$473.66 has recently eased, with a 7 day share price return of a 2.41% decline and a year to date share price return of a 4.64% decline. At the same...

Intel (NasdaqGS:INTC) is reported to be weighing an investment of up to US$100 million in AI startup SambaNova Systems. The company is seeking to deepen its presence in artificial intelligence and high-end computing through this potential capital injection and collaboration. Intel is also contending with ongoing supply constraints affecting key markets while sharpening its focus on dedicated GPUs. A former Qualcomm executive has joined Intel as Chief GPU Architect, underscoring renewed...

US regulators at the Federal Trade Commission have warned Apple that its Apple News service may breach consumer protection rules by allegedly favoring certain political viewpoints. Separately, Apple is dealing with internal development delays for its AI powered Siri upgrade, affecting key voice features planned for upcoming iOS releases. For investors watching NasdaqGS:AAPL, these twin storylines sit at the intersection of regulation and product development. Apple relies heavily on its...

Earlier this month, American Healthcare REIT, Inc. announced that Chief Executive Officer and President Danny Prosky took a medical leave of absence on February 3, 2026, with Chairman Jeffrey T. Hanson stepping in as Interim CEO and President to work with the senior leadership team on maintaining operations and existing priorities. This leadership change comes as the company highlights its diversified healthcare real estate portfolio and sizeable 2025 acquisitions, underscoring an emphasis...

What ANI Pharmaceuticals’ recent performance means for investors ANI Pharmaceuticals (ANIP) has been drawing attention after a mixed stretch in its share performance, with a gain of 0.9% in the past day contrasted against weaker moves over the past month. See our latest analysis for ANI Pharmaceuticals. That small 1 day share price gain sits against weaker recent momentum, with 7 day, 30 day and 90 day share price returns all in decline. However, the 1 year, 3 year and 5 year total...

Attention on DoorDash (DASH) has picked up ahead of its February 18 earnings report, as investors weigh how order demand, margins, regulatory headlines, and a rich valuation might intersect for the stock. See our latest analysis for DoorDash. The recent pullback, including a 12.1% 7 day share price return and a 24.8% 30 day share price return, shows momentum fading even though DoorDash still carries a premium valuation. Its three year total shareholder return of about 1.6x highlights how...

RH (NYSE:RH) has introduced its 2026 RH Outdoor Sourcebook, featuring an expanded range of outdoor collections. The company announced the new Sourcebook as a major addition to its outdoor offering, aimed at the upcoming 2026 season. RH, known for its high end home furnishings and design driven collections, continues to build out its brand around whole home concepts that include indoor and outdoor spaces. For investors, a broader outdoor lineup can matter because it ties into consumer...

If you are wondering whether Compass shares still offer value after their recent run, this article will walk through what the current price might be implying about the business. The stock recently closed at US$10.41, with a 7 day return of a 15.2% decline, a 30 day return of a 15.4% decline, a year to date return of a 0.9% decline, and a 1 year return of 31.3%, while the 3 year return is very large. Recent news coverage around Compass has focused on its position within the US real estate...

Kimberly-Clark shareholders have approved the acquisition of Kenvue. The deal brings brands such as Aveeno, Band-Aid, and Tylenol into the Kimberly-Clark portfolio. The transaction positions NasdaqGS:KMB for a broader presence in global health and wellness products. For you as an investor, this vote signals that Kimberly-Clark is committing to a much larger footprint in consumer health, in addition to its existing personal care and tissue business. The shares last closed at $109.41, with a...

Netskope (NTSK) is back in focus after launching its Netskope One Data Lineage tool, aimed at tracking data provenance for AI and compliance, alongside scheduled appearances at upcoming security conferences. See our latest analysis for Netskope. Despite the recent Netskope One Data Lineage launch and upcoming conference presence, Netskope’s share price return has been under pressure, with a 30 day share price return decline of 24.32% and a 90 day share price return decline of 40.16%, pointing...

In recent days, Schneider National announced it has become the first major carrier to surpass 10 million zero-emission miles with its nearly 100 Freightliner eCascadia battery-electric trucks, underscoring its focus on lower-emission freight operations. The milestone, alongside ongoing investments in technology and driver training, highlights how Schneider is using electrification to cut emissions and improve operating efficiency while a major bank’s downgrade raises fresh questions about...

Verizon Communications Inc. recently announced that Sowmyanarayan Sampath will step down as CEO of the Verizon Consumer Group at the end of the first quarter of 2026, with Chief Transformation Officer Alfonso Villanueva taking over on an interim basis as the company cuts 13,000 jobs and shifts 179 corporate-owned stores to franchises. These leadership and organizational changes mark a major step in Verizon’s turnaround plan under new CEO Dan Schulman, aligning consumer operations more...