U.S. Software Stock News

Instacart, operated by Maplebear Inc. (NasdaqGS:CART), is partnering with Costco to offer same day grocery delivery in France and Spain. This move marks Instacart's first major expansion into the European market. Costco members in France and Spain gain access to same day delivery through Instacart's Storefront Pro platform and fulfillment solutions. For you as an investor, this is a useful data point on how Maplebear is trying to extend its core grocery marketplace model outside North...

Aon (AON) just posted its latest FY 2025 figures with Q3 revenue of US$4.0b, basic EPS of US$2.12 and net income of US$458m setting the tone for how the year is shaping up. The company has seen revenue move from US$3.7b and EPS of US$1.58 in Q3 2024 to US$4.0b and EPS of US$2.12 in Q3 2025, with trailing twelve month EPS at US$12.57, which gives you a clear line of sight on how the earnings base looks coming into this report. Taken together, the latest numbers point to a business that is...

If you are wondering whether AerCap Holdings is still attractively priced after a strong run, this article walks through what the current share price might be implying about its value. The stock closed at US$143.66 recently, with returns of 51.7% over 1 year and 131.9% over 3 years, while the last 7 days and year to date have been roughly flat, with small declines of 0.9% and 0.7%. Recent price moves sit against a backdrop of ongoing interest in aircraft leasing companies and their role in...

ManpowerGroup (MAN) has wrapped up FY 2025 with fourth quarter revenue of US$4.7b and basic EPS of US$0.65, while trailing twelve month figures show revenue of US$18.0b and a small net loss of US$13.3m, reflecting an unprofitable year overall. Over recent quarters, the company has seen quarterly revenue range from US$4.1b to US$4.7b and basic EPS swing between a loss of US$1.44 and a profit of US$0.65. This sets up a results season where the key question for investors is how quickly margins...

Privia Health Group (PRVA) recently saw its share price move after UnitedHealth Group warned of lower revenue expectations and flat Medicare Advantage payment rates, a sector wide shock that weighed on healthcare provider stocks. See our latest analysis for Privia Health Group. At a share price of US$23.22, Privia Health Group has seen pressure in recent months, with a 90 day share price return showing a 4.44% decline and a 3 year total shareholder return showing a 10.55% loss. This suggests...

DigitalOcean recently appointed Vinay Kumar, a veteran of Oracle Cloud Infrastructure and Amazon Web Services, as Chief Product and Technology Officer to lead product strategy, cloud infrastructure, security, and the scaling of its AI inference and core cloud platform. This hire signals DigitalOcean’s effort to deepen its capabilities in production-grade AI workloads, aiming to pair simple, cost-efficient cloud services with more advanced, large-scale infrastructure expertise. We’ll now...

John Deere (NYSE:DE) plans to build a large excavator manufacturing facility in North Carolina. The company also intends to open a new distribution center in Indiana. Future excavator production is set to shift from Japan to the U.S. as part of this move. John Deere expects to recall employees to support demand and the expanded manufacturing footprint. For you as an investor, this development ties directly to how John Deere earns its money, through heavy equipment, precision agriculture...

Annaly Capital Management (NYSE:NLY) reported strong fourth quarter and full year financial results, supported by portfolio growth, capital deployment, and record shareholder returns. Management outlined plans to increase investments in residential credit and mortgage servicing rights as part of a refreshed business focus. The company highlighted substantial equity raises and management’s positive view on its housing finance platform as key recent updates. For investors tracking NYSE:NLY,...

Tetra Tech (NasdaqGS:TTEK) announced a new memorandum of understanding with Westinghouse Electric Company. The partnership focuses on supporting AP1000 and AP300 nuclear reactor projects in Ontario. The agreement is aimed at advancing nuclear energy solutions that align with Canada's energy goals. Tetra Tech, known for its consulting and engineering services across water, environment, and infrastructure, is adding nuclear work in Canada to its clean energy portfolio through this...

Richtech Robotics Inc. recently closed a private placement of 8,500,000 Class B common shares at US$4.553 per share, raising about US$38,700,500 for working capital, product development, and robotic hardware inventory after announcing a Microsoft AI Co-Innovation Labs collaboration on its ADAM robot. That collaboration has drawn scrutiny, with a Hunterbrook report and a related securities law investigation questioning whether Richtech’s description of its work with Microsoft accurately...

A. O. Smith (NYSE:AOS) is expanding into water management through the acquisition of Leonard Valve. The move adds digital water control and temperature management products to A. O. Smith's existing portfolio. The company is using the deal to diversify growth as it manages ongoing challenges in China and momentum in India. A. O. Smith, trading at $73.49, is adding Leonard Valve to deepen its presence in water management and digital control systems. The stock has returned 9.9% over the past...

Why DENTSPLY SIRONA Is Back on Watchlists DENTSPLY SIRONA (XRAY) is drawing fresh attention after recent share price moves, with the stock up about 9.1% over the past month while remaining lower over the past year. See our latest analysis for DENTSPLY SIRONA. Recent trading points to rebuilding interest, with a 10.65% year to date share price return and a 9.10% 1 month share price return. This contrasts with a 33.81% 1 year total shareholder return decline and suggests sentiment is...

If you are wondering whether CDW's share price reflects its underlying value right now, you are not alone. This article walks through the numbers so you can judge that for yourself. CDW shares last closed at US$126.39, with returns of 0.3% over 7 days, a 7.2% decline over 30 days, a 5.1% decline year to date, and a 35.6% decline over 1 year, as well as a 34.7% decline over 3 years and an 11.1% decline over 5 years. Recent news around CDW has focused on its role as a major IT solutions...

Altria Group (NYSE:MO) announced that CEO Billy Gifford plans to retire in May 2026. Current CFO Salvatore Mancuso has been named Gifford’s successor as CEO. Mancuso has also been elected to Altria’s Board of Directors as part of the transition. The leadership change includes a broader expansion of the Board to accommodate the new structure. Altria Group, the tobacco company behind Marlboro in the US, is reshaping its senior leadership at a time when the industry continues to face...

Earlier in January, Alumis reported that its lead autoimmune drug candidate, the TYK2 inhibitor envudeucitinib, met all primary and secondary endpoints with strong statistical significance in two Phase III trials for moderate-to-severe plaque psoriasis. This clinical milestone has prompted several Wall Street firms to initiate or upgrade coverage, framing envudeucitinib as a central asset in Alumis’s late-stage autoimmune pipeline. We’ll now examine how envudeucitinib’s Phase III success...

If you are wondering whether Equity Residential is offering fair value at around US$62.32 per share, you are not alone. This article is built to help you size up the price tag with a clear valuation lens. The stock has had a mixed run, with a 0.4% gain over the last week, a 1.1% decline over the last month, a 0.5% gain year to date, and an 8.0% decline over the past year, while the 3 year and 5 year returns sit at 9.0% and 16.0% respectively. Recent coverage has continued to focus on Equity...

In late January 2026, Renasant Corporation reported fourth-quarter 2025 results showing revenue and adjusted earnings per share ahead of analyst expectations, supported by successful integration of its merger with The First and higher net loan charge-offs of US$9,109,000 versus US$1,722,000 a year earlier. The company also completed a share repurchase of 384,952 shares for US$13.2 million, underscoring active capital management alongside its focus on cost efficiencies and organic...

In recent days, Unity Software has attracted attention as analysts projected strong earnings growth, including an expected EPS of $0.20 for the current quarter and higher revenue estimates for the coming years. Investors are also focusing on Unity’s dual Create and Grow Solutions, which position the platform at the intersection of real-time content creation and monetization. Next, we’ll examine how expectations of stronger earnings could shape Unity Software’s investment narrative for...

John Wiley & Sons has recently reported ongoing end-market pressures, with sales declining about 2.2% annually over five years and free cash flow margins compressing. An important implication is that the company appears to be consuming more capital just to stay competitive, raising questions about its longer-term growth potential. Next, we will examine how this need for increased capital spending to offset weak demand shapes John Wiley & Sons’ investment narrative. The end of cancer? These...

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...

Schrödinger (SDGR) is back in focus as its physics based computational platform, high profile collaborations including Novartis Pharma AG, and favorable analyst endorsements draw fresh attention from investors following recent coverage. See our latest analysis for Schrödinger. Despite the recent attention around its platform and collaborations, Schrödinger’s share price has come under pressure, with a 7 day share price return of 14.92% and a 30 day share price return of 21.87%, contributing...

Regeneron Pharmaceuticals (REGN) has put up another busy quarter, with Q3 FY 2025 revenue of US$3.8b and basic EPS of US$14.09 alongside net income of US$1,460m, all against a backdrop where trailing 12 month EPS sits at US$43.30 on revenue of US$14.2b. The company has seen revenue move from US$3.5b in Q2 FY 2024 to US$3.8b in Q3 FY 2025, while quarterly EPS has shifted from US$13.25 to US$14.09 over the same span. This gives investors a clear look at how top line and per share earnings have...

Why Norfolk Southern Is Back on Investors’ Radar Norfolk Southern (NSC) is drawing fresh attention after recent share performance and updated fundamental data, giving investors new context for assessing this large U.S. rail operator’s role in their portfolios. See our latest analysis for Norfolk Southern. Recent trading has been relatively steady, with the 90 day share price return of 2.77% and a 1 year total shareholder return of 16.52% suggesting momentum has been gradually building rather...