U.S. Software Stock News

NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis Refocuses On Core Business As RetailMeNot Bets On Cash Back

RetailMeNot, a Ziff Davis (NasdaqGS:ZD) company, has launched a Guaranteed Cash Back program that offers assured and stackable rewards for shoppers. Ziff Davis completed its exit from the Games Publishing business in Q4 2025, refocusing on its core operations. For you as an investor, these moves sit at the heart of what Ziff Davis does today: a mix of digital media, subscription based services, and advertising supported platforms. RetailMeNot’s Guaranteed Cash Back program reflects how...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix Expands With Melinta Buy As Valuation Gap Draws Attention

CorMedix (NasdaqGM:CRMD) has agreed to acquire Melinta Therapeutics, adding seven approved therapies to its commercial portfolio. The transaction expands CorMedix's presence in hospital and acute care settings through a broader anti infective offering. The deal marks a shift from a single product focused model toward a multi asset commercial platform. For you as an investor, CorMedix has largely been known for its focus on infection prevention products in high risk settings. By bringing...
NasdaqGS:DNUT
NasdaqGS:DNUTHospitality

Assessing Krispy Kreme (DNUT) Valuation After The New Oreo Doughnut Collection Launch

Krispy Kreme (DNUT) is back in the spotlight after expanding its collaboration with the Oreo brand, rolling out a limited time cookie themed doughnut collection that sits alongside its recent earnings release. See our latest analysis for Krispy Kreme. The Oreo collaboration and recent earnings update come after a sharp rebound in the short term, with a 7 day share price return of 23.76% and 30 day share price return of 18.67%. However, this sits against a 1 year total shareholder return...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Intuit (INTU) Margin Expansion Tests Bearish Spending Narratives After Q2 2026 Results

Intuit (INTU) has put solid numbers on the board for Q2 2026, with revenue of US$4.7b, basic EPS of US$2.48 and net income of US$693m, backed by trailing 12 month EPS of US$15.53 on revenue of US$20.1b. The company has seen quarterly revenue shift from US$3.9b in Q2 2025 to US$4.7b in Q2 2026, while basic EPS moved from US$1.68 to US$2.48 over the same period. This sets the context for trailing earnings growth of 42.9% and a net margin of 21.6%. For investors, the combination of higher recent...
NYSE:ENOV
NYSE:ENOVMedical Equipment

Enovis Weighs US$501.3m Impairment Against Nebula Led Organic Growth

Enovis (NYSE:ENOV) recorded a goodwill impairment charge of over $500 million in Q4 2025, tied to changes in its business mix and accounting assumptions. The company reported strong organic growth in key segments in the same period, supported by new product launches. Recently introduced products, including the Nebula Stem and OrthoDrive Impactor, are gaining traction, with Nebula competing directly against established peers. For investors tracking Enovis, the combination of a large goodwill...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

Merit Medical’s Expansion Push Tests Acquisition Execution And Growth Targets

Merit Medical Systems, NasdaqGS:MMSI, has launched its "Continued Growth Initiatives" Program with multi-year company-wide targets. The company recently completed the merger with Biolife Delaware, expanding its capabilities in interventional medical products. Merit Medical Systems also acquired the C2 CryoBalloon device, adding a new technology platform to its product portfolio. Merit Medical Systems, trading around $77.18, comes into these new moves after a mixed stretch for shareholders...
NYSE:WKC
NYSE:WKCOil and Gas

World Kinect’s Widening Losses and Paused Buybacks Could Be A Game Changer For World Kinect (WKC)

In February 2026, World Kinect Corporation reported that fourth quarter 2025 sales fell to US$9,029 million from US$9,760.5 million a year earlier, with the quarterly net loss widening to US$279.7 million and full-year 2025 sales declining to US$36.92 billion alongside a US$614.4 million net loss. The company also disclosed that, by December 31, 2025, it had repurchased 1,923,892 shares for US$47.89 million under a prior buyback plan, while undertaking no repurchases under a newer December...
NasdaqGS:CHYM
NasdaqGS:CHYMDiversified Financial

Chime Financial Expands Workplace Platform And MLS Deal To Tackle Losses

Chime Financial (NasdaqGS:CHYM) is expanding its Chime Workplace offering as more large employers adopt its financial wellness platform. The company has entered a multi year partnership with Major League Soccer as the Official Retail Banking, Credit Card, and Debit Card Partner of the league. Chime Financial is stepping further into enterprise services through Chime Workplace, adding a new leg to a business that many investors still view mainly as a consumer focused fintech app. The stock...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye Deepens ADAS Partnerships And Moves Closer To Level 4 Scale

Mobileye Global (NasdaqGS:MBLY) is adding Elektrobit’s Linux platform to its Mobileye Drive system to support Level 4 autonomous driving. The company recently secured a major U.S. OEM win for its advanced driver assistance systems, expanding its ADAS pipeline. Mobileye signed a SuperVision agreement with Mahindra & Mahindra, positioning itself as a Tier 1 supplier and opening new geographic markets. Mobileye Global, known for its driver assistance and autonomous driving technology, is...
NasdaqGS:AVAH
NasdaqGS:AVAHHealthcare

Is Aveanna Healthcare Holdings (AVAH) Still Attractively Priced After Its Recent Multi Year Surge

If you are wondering whether Aveanna Healthcare Holdings is still attractively priced after its recent run, you are not alone. This article focuses on what the current share price could imply about value. The stock last closed at US$7.36, with returns of 0.3% over 7 days, a 10.8% decline over 30 days, an 8.9% decline year to date, and a 72.8% gain over the past year, as well as a very large 3 year return of around 4x. Recent coverage has centred on Aveanna's role in home and pediatric...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

Does The Share Price Of uniQure (QURE) Reflect Its Gene Therapy Prospects?

If you are wondering whether uniQure’s current share price reflects its true worth, this breakdown is designed to help you weigh what you are paying against what you are getting. The stock closed at US$15.63, with returns of a 33.3% decline over 7 days, a 32.1% decline over 30 days, a 33.2% decline year to date, but an 18.9% gain over the past year, which may catch the eye of investors thinking about both risk and recovery potential. Recent news around uniQure has focused on its position in...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

LeMaitre Vascular Links Strong 2025 Results To Higher Shareholder Returns

LeMaitre Vascular (NasdaqGM:LMAT) reported robust Q4 2025 and full-year 2025 financial results. The company announced a new US$100 million share repurchase program. Management approved a 25% dividend increase for shareholders. LeMaitre Vascular focuses on medical devices for vascular surgeons, so its performance tends to track demand for procedures that treat peripheral vascular disease and related conditions. The combination of strong quarterly and full-year 2025 figures with higher...
NYSE:PBI
NYSE:PBICommercial Services

Pitney Bowes Funding Moves Reshape Capital Structure And Valuation Story

Pitney Bowes (NYSE:PBI) has launched a $200 million fixed-income offering. The company recently filed a shelf registration to allow more flexible capital raising. These moves follow leadership changes, business transformation efforts, and substantial share buybacks. Pitney Bowes, known for mailing, shipping, and related services, is in the middle of a broader transformation of its operations and leadership. In that context, the combination of a $200 million fixed-income offering and a fresh...
NYSE:NLY
NYSE:NLYMortgage REITs

Annaly Insider Sale Prompts Fresh Look At Valuation And Dividend Risk

A senior executive at Annaly Capital Management (NYSE:NLY) has sold company shares, according to a recent regulatory filing. The transaction involves insider ownership of the mortgage real estate investment trust and comes at a time when there is limited company specific news. Annaly Capital Management focuses on investing in mortgage related assets, a segment that is closely linked to interest rate policy, housing finance conditions, and broader credit markets. When an insider at a company...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Definium Therapeutics Advances DT120 ODT As Trials And Valuation Gain Focus

Definium Therapeutics' lead asset, DT120 ODT, has received FDA Breakthrough Therapy Designation for generalized anxiety disorder. The company is approaching pivotal phase III readouts across multiple late stage trials and has launched a new phase II study in autism spectrum disorder. Definium is also increasing its commercial readiness by expanding leadership and building operational infrastructure as it moves toward a potential launch phase. For investors watching NasdaqGS:DFTX, this...
NasdaqGS:OLPX
NasdaqGS:OLPXPersonal Products

Should Olaplex’s Faster No.3PLUS Launch Prompt Rethinking of Its Science-Led Brand Strategy (OLPX)?

Earlier this week, OLAPLEX Holdings, Inc. launched No.3PLUS Complete Repair Treatment, a three-minute pre-shampoo product using its patented Bond Building Technology™ and new Damage Defense Cationic Complex, supported by a “Science Never Looked So Good” campaign featuring Chloe Fineman and broad distribution across major retail and online channels. This new treatment extends OLAPLEX’s core bond-repair franchise into a faster, more convenient format, aiming to reinforce its science-led brand...
NasdaqGS:PDFS
NasdaqGS:PDFSSemiconductor

Assessing PDF Solutions (PDFS) Valuation After Brown Capital’s AI And Semiconductor Supply Chain Bet

PDF Solutions (PDFS) is back on radar after the Brown Capital Management Small Company Fund added the stock in Q4 2025, citing its AI-focused analytics and semiconductor supply chain solutions as key attractions. See our latest analysis for PDF Solutions. At a share price of US$33.78, PDF Solutions has seen a 24.65% 90 day share price return and a 50.00% 1 year total shareholder return, suggesting momentum has picked up as investors respond to its AI and semiconductor supply chain story. If...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Assessing Twist Bioscience (TWST) Valuation After New Invenra Bispecific Antibody Licensing Deal

Twist Bioscience (TWST) is back in focus after announcing a licensing deal with Invenra that brings the B-Body bispecific antibody platform under a co-exclusive arrangement, directly expanding Twist’s antibody discovery service offering. See our latest analysis for Twist Bioscience. The licensing news lands after a strong run, with the latest share price at $46.92, a 30 day share price return of 11.69% and a 90 day share price return of 46.58%. Looking further out, the stock shows a 1 year...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce Earnings Beat Meets Insider Selling And Growth Concerns

SPS Commerce (NasdaqGS:SPSC) reported earnings per share that were ahead of expectations, highlighting resilient profitability. Shortly after the results, the CEO sold company shares, drawing attention to insider activity. Craig Hallum downgraded the stock, citing a revenue miss and a softer outlook for 2026. SPS Commerce focuses on cloud based supply chain and retail data services, giving retailers and suppliers tools to manage orders and product information. That positions the company in...
NYSE:MTD
NYSE:MTDLife Sciences

Is Mettler-Toledo (MTD) Pricing Reflect Its Precision Instruments Strength After Recent Pullback

If you are wondering whether Mettler-Toledo International remains a quality business at the current price or if the market has moved ahead of the fundamentals, this article will walk you through what the valuation signals are really saying. The stock last closed at US$1,366.69, with a 7 day return showing a 0.8% decline, a 30 day return showing a 2.5% decline, and a 1 year return of 7.4%. Taken together, this offers a mixed picture of recent sentiment and longer term performance. Recent news...
NYSE:PACS
NYSE:PACSHealthcare

PACS Group (PACS) Margin Jump To 3.6% Tests Rich 29.9x P/E Narrative

PACS Group (PACS) just wrapped up FY 2025 with Q4 revenue of US$1.4b and basic EPS of US$0.38, supported by trailing twelve month revenue of US$5.3b and EPS of US$1.23 that has been tied to very large year on year earnings growth of 243.5%. Over recent periods, the company has seen quarterly revenue move from US$1.21b in Q4 2024 to US$1.36b in Q4 2025, while quarterly EPS went from US$0.24 to US$0.38. This sets up a results season where strong reported earnings growth, margin improvement to...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

COO Share Sale Highlights GeneDx Valuation Gap And Recent Stock Pressure

GeneDx Holdings (NasdaqGS:WGS) Chief Operating Officer Bryan Dechairo has sold his entire direct shareholding in an open market transaction. The sale was executed under a Rule 10b5-1 trading plan and leaves Dechairo with no direct equity interest in the company. This insider transaction comes as GeneDx continues to report business growth and operational progress. The move comes at a time when GeneDx shares last closed at $79.71, with the stock showing mixed performance across time frames...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Warner Bros. Discovery (WBD) One Off US$2.4b Gain Tests Bullish Profitability Narratives

Warner Bros. Discovery (WBD) has capped FY 2025 with fourth quarter revenue of US$9.5b and a basic EPS loss of US$0.10, setting the tone for a year where profitability on a trailing basis has been supported by a sizeable one off gain. The company has seen quarterly revenue range between US$9.0b and US$9.8b across 2025, with EPS swinging from a loss of US$0.18 in Q1 to a profit of US$0.64 in Q2 before reverting to losses in Q3 and Q4. This leaves investors focusing on how much of the reported...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

BrightSpring Health Services (BTSG) EPS Jump In Q4 2025 Tests Bullish Profitability Narrative

BrightSpring Health Services (BTSG) just closed FY 2025 with fourth quarter revenue of US$3.6b and basic EPS of US$0.24, while net income from continuing operations, excluding extra items, came in at US$49.3m. The company has seen quarterly revenue move from US$3.1b and EPS of US$0.08 in Q4 2024 to US$3.6b and EPS of US$0.24 in Q4 2025, with trailing twelve month EPS at US$0.53 and net income of US$106.3m on US$12.9b in revenue. This puts the latest report firmly in focus for anyone tracking...