U.S. Software Stock News

Yelp (YELP) is back in focus after it agreed to acquire Hatch, an AI powered lead management and communication platform, for about US$270 million in cash, alongside an expanded US$325 million credit facility. See our latest analysis for Yelp. Despite the Hatch announcement and upcoming earnings release, Yelp’s recent share price return has been weak, with a 90 day share price return of 16.62% and a 1 year total shareholder return decline of 32.08%, pointing to fading momentum as the market...

Packaging Corporation of America (NYSE:PKG) is integrating the recently acquired Greif containerboard business into its operations. The company has announced a $70 per ton containerboard price increase across its product portfolio. Restructuring work at the Wallula Mill and new energy investment projects are underway to reshape the cost base and operating footprint. Packaging Corporation of America, a major containerboard and corrugated packaging producer, is reshaping its business around...

Radware recently launched its Radware API Security Service, an end-to-end solution that uses live production traffic to protect APIs across their lifecycle, while also completing the acquisition of Pynt to add pre-production API security testing capabilities. Together, these moves position Radware as a more comprehensive API security provider, offering continuous, real-time risk visibility and protection from development through production. Next, we'll explore how Radware's expanded,...

Mastercard reported full-year 2025 results with sales of US$32.79 billion and net income of US$14.97 billion, while fourth-quarter earnings and revenue exceeded analyst expectations on the back of resilient spending and higher transaction volumes. Alongside these results, Mastercard launched its Agent Suite of AI services, signaling an effort to embed agentic AI deeply into banking and merchant operations through personalized product discovery, conversational shopping, and broader AI-powered...

BlackRock (BLK) is back in the spotlight after rolling out a multi alternatives separately managed account with Partners Group, while Rick Rieder’s Fed chair prospects keep the firm closely tied to policy headlines. See our latest analysis for BlackRock. These product launches and Fed chair headlines come as BlackRock’s share price trades at US$1,127.78, with a 30 day share price return of 4.11% and a 1 year total shareholder return of 7.41%. The 3 year and 5 year total shareholder returns of...

Intuitive Surgical context and recent share performance Intuitive Surgical (ISRG) has been on many investors’ radars after recent share price weakness, with the stock showing negative returns over the past week, month, past 3 months and year. See our latest analysis for Intuitive Surgical. That recent 11.37% 1 month share price decline, alongside a 9.69% negative year to date share price return, contrasts with a 5 year total shareholder return of 101.13%, so long term holders still see a...

WeRide (WRD) recently introduced its proprietary GENESIS platform, which uses generative AI to create realistic virtual testing environments for autonomous vehicles. The platform aims to cut development time and costs while supporting wider deployment. See our latest analysis for WeRide. Despite launching GENESIS, WeRide’s recent share price performance has been weak, with a 1-day share price return of a 4.62% decline and a 90-day share price return of a 22.59% decline. The 1-year total...

Follow on offering reshapes the capital picture Comstock (LODE) has just completed a follow on equity offering, raising US$50 million by issuing 18,181,819 common shares at US$2.75, alongside pre funded warrants. This move can reshape ownership and future funding capacity. See our latest analysis for Comstock. Comstock’s follow on offer comes after a volatile spell for the stock, with a 7 day share price return of 31.8% decline and a year to date share price return of 19.5% decline. The 1...

Blackstone (BX) closed out FY 2025 with fourth quarter revenue of US$4.2b and basic EPS of US$1.30, alongside net income excluding extra items of US$1.0b, setting a clear marker for its latest earnings season. Over the past year, the firm has seen trailing twelve month revenue move from US$12.7b to US$13.9b and basic EPS shift from US$3.49 to US$3.87. This gives investors a fuller picture of how the income statement has evolved into this print. With a trailing net profit margin of 21.7%...

Alpha Metallurgical Resources (AMR) is back in focus after Texas Capital Securities cut its rating from Buy to Hold, and a fatal flooding incident at the company’s Rolling Thunder Mine introduced fresh operational questions. See our latest analysis for Alpha Metallurgical Resources. Those headlines landed against a backdrop where the share price has seen a 27.59% 90 day share price return and 8.86% year to date share price return, while the 5 year total shareholder return is very large,...

Concentrix (CNXC) has attracted fresh attention after earning an A score for Climate Change leadership from CDP. This places the company in the top 2% of nearly 20,000 companies assessed globally in 2025. See our latest analysis for Concentrix. Despite the fresh interest around its climate and AI efforts, Concentrix’s share price tells a more cautious story, with a 1-year total shareholder return decline of 25.21% and a 3-year total shareholder return decline of 72.76%. The latest 1-day share...

In recent updates, German footwear maker Birkenstock Holding outlined plans to multiply its owned retail store footprint by fiscal 2028, aiming to lift revenue by expanding its global brick‑and‑mortar presence. This shift toward a larger company-operated store network highlights Birkenstock’s push to capture more value directly from its strong brand and customer base. We’ll now examine how Birkenstock’s planned expansion of its owned retail stores shapes the company’s broader investment...

Solid Power (SLDP) has drawn fresh attention after agreeing to raise about US$130 million through a registered direct offering of common shares and pre funded warrants with a sector focused institutional investor. See our latest analysis for Solid Power. The financing news comes after a mixed stretch for the stock. The 1 day share price return was 1.26% to US$4.815, following a 7 day share price return showing a 13.55% decline. Over 30 days, the share price return was 12.50%, compared with a...

Valero Energy (VLO) closed out FY 2025 with fourth quarter revenue of US$30.4b and basic EPS of US$3.74, capping a year in which trailing twelve month revenue sat at US$122.7b and EPS at US$7.60. The company has seen quarterly revenue move from US$29.2b in Q4 2024 to between US$28.2b and US$31.3b across 2025, while basic EPS shifted from US$0.89 in Q4 2024 to a range spanning a loss of US$1.90 in Q1 2025 through to US$3.74 in Q4, leaving investors focused on how a 1.9% trailing net margin and...

Earnings catalyst and what changed in the quarter Cadence Bank (CADE) shares were reacting to fresh fourth quarter 2025 results, with investors weighing higher net interest income and net income against a step up in net charge offs and a separate preferred stock dividend announcement. See our latest analysis for Cadence Bank. Those fourth quarter figures have come after a mixed stretch in the share price, with a 13.46% 90 day share price return contrasting with a slightly negative year to...

Raymond James Financial Q1 2026 Earnings Snapshot Raymond James Financial (RJF) opened fiscal 2026 with Q1 revenue of US$3.7 billion and basic EPS of US$2.85, setting the stage for investors to reassess how the firm is converting its sizeable top line into profit. The company has seen quarterly revenue move from US$3.5 billion in Q1 2025 to US$3.7 billion in Q1 2026, while basic EPS shifted from US$2.94 to US$2.85 over the same period. This gives a clean read on how recent growth is feeding...

Otis Worldwide (OTIS) has been drawing attention after a stretch of mixed share performance, with returns negative over the past year and positive over the past 3 years and 5 years. See our latest analysis for Otis Worldwide. At a share price of US$87.16, Otis Worldwide has seen short term weakness, with a 7 day share price return of 3.45% decline and a 90 day share price return of 6.04% decline. Its 5 year total shareholder return of 48.47% suggests longer term holders have seen a very...

WEC Energy Group (NYSE:WEC) has announced the planned retirement of longtime executive and chairman Gale Klappa. Current CEO Scott Lauber is set to assume the additional role of chairman as part of the leadership transition. The company is also pursuing new nuclear power generation opportunities at the Kewaunee site as it evaluates future energy supply options. For investors watching WEC Energy Group at a share price of $110.41, this leadership change comes after multi year returns of 29.5%...

Salesforce (NYSE:CRM) secured a $5.6b, 10 year contract with the U.S. Army to modernize military operations using cloud and AI. The company launched EMBERPOINT LLC, a wildfire management venture using AI and autonomous systems with Lockheed Martin, PG&E, and Wells Fargo. Both moves extend Salesforce beyond its core CRM roots into defense technology, public safety, and critical infrastructure. At a share price of $214.08, Salesforce enters these agreements after a period of mixed stock...

Recent commentary on Frontier Group Holdings (ULCC) is focusing on weak growth in revenue passenger miles, ongoing free cash flow deficits tied to reinvestment, and a sizeable debt load that could raise dilution risk if new capital is required. See our latest analysis for Frontier Group Holdings. At a share price of $4.99, Frontier has a 90 day share price return of 29.27%. However, the 1 year total shareholder return of a 41.50% decline shows that recent momentum is rebuilding from a weaker...

3D Energi has entered a trading halt after defaulting on funding obligations for its share of the Otway Basin exploration campaign led by ConocoPhillips. The payment default relates to an active offshore exploration project, raising questions about funding arrangements and future work plans for the joint venture. The situation introduces fresh uncertainty around project timing and partnership structure at a time when ConocoPhillips, NYSE:COP, is engaged in exploration activity in the...

Earlier this week, First Financial Bankshares’ boards appointed longtime insider David Bailey as CEO and President, succeeding F. Scott Dueser, who moved into the Executive Chairman role under a transition and retirement agreement. Bailey’s rise from bank teller to the top job, coupled with his extensive community leadership roles, underscores a leadership profile deeply rooted in the bank’s culture and regional ties. We’ll now examine how Bailey’s appointment from within the organization...

In January 2026, Sphere Entertainment Co., together with the State of Maryland, Prince George’s County, and Peterson Companies, announced plans for a second U.S. Sphere venue at National Harbor, backed by about US$200 million in combined public and private incentives and projected to support thousands of jobs and billions in annual economic impact. The project is the first to use Sphere’s smaller-scale venue design, highlighting a flexible expansion model that could broaden the company’s...

Hilltop Holdings Inc. reported strong fourth-quarter and full-year 2025 results on January 29, 2026, including net income of US$41.58 million for the quarter and US$165.59 million for the year, alongside higher earnings per share and net interest income versus a year earlier. On the same day, the board lifted the quarterly dividend to US$0.20 per share and authorized a US$125 million buyback program funded from cash, highlighting a simultaneous focus on capital returns even as quarterly net...