U.S. Software Stock News

PTC Therapeutics (PTCT) recently issued full year 2026 product revenue guidance of US$700 million to US$800 million, excluding Evrysdi royalties and collaboration revenue. This guidance serves as a key reference point for investors tracking the stock. See our latest analysis for PTC Therapeutics. The 12.18% 3 month share price return and 62.0% 1 year total shareholder return suggest momentum has been building around PTC Therapeutics, with the new 2026 product revenue guidance adding to recent...

Donnelley Financial Solutions recently reported Q3 2025 results that surpassed earnings expectations and outlined plans to increase the share of revenue from software solutions to 60% by 2028, while attracting new investment from the RAM Smid Composite fund. This pivot toward higher-margin software and technology-enabled compliance tools marks a meaningful shift in how the company positions itself within the regulatory and financial reporting ecosystem. We will now examine how Donnelley...

Recent analyst coverage highlighted Perdoceo Education’s past-year revenue growth of 24.23% and earnings-per-share growth of 22.33%, alongside strong profitability, minimal debt, and ample liquidity. Commentary also pointed to the company’s valuation as relatively attractive compared with industry peers, suggesting investors may see a balance of growth potential and financial resilience. Next, we’ll examine how this combination of robust earnings momentum and an apparently attractive...

Royalty Pharma, which acquires rights to portions of biopharmaceutical sales instead of conducting its own research, recently raised its dividend to US$0.235 payable in March 2026 and issued higher guidance ahead of its fourth quarter and full-year 2025 results scheduled for February 11, 2026. This comes after two years of flat sales and a 4.4 percentage point drop in adjusted operating margin over five years, highlighting the tension between investor optimism and questions about how the...

In its latest quarter, Worthington Enterprises reported US$327 million in revenue, surpassing market expectations but missing margin targets due to one-time items following its prior steel business separation. The results marked the company’s eighth consecutive quarter of clean reporting post-separation, a period during which analysts have maintained generally positive views on its prospects. Next, we’ll examine how stronger-than-expected revenue but softer, one-time-affected margins shapes...

10x Genomics (TXG) has moved back into focus after a cluster of research collaborations in autoimmune disease, oncology and AI-driven immuno-oncology, along with preliminary fourth quarter revenue that came in above the company’s own guidance. See our latest analysis for 10x Genomics. Recent collaborations in autoimmune disease and oncology, along with preliminary fourth quarter revenue reported above guidance, have coincided with a sharp rebound in sentiment. The 30 day share price return is...

In January 2026, Vornado Realty Trust, Hudson Pacific Properties and Blackstone Real Estate announced that Paramount Television Studios signed the first lease at Sunset Pier 94 Studios, Manhattan’s first purpose-built studio facility, ahead of its opening. This early 70,000-square-foot lease, supported by expanded New York State tax credits and strong tenant interest, underscores the project’s potential to generate long-term production-related income and community benefits, including new...

Element Solutions recently reported Q3 2025 earnings that came in ahead of forecasts and completed its acquisition of EFC Gases & Advanced Materials, bolstering its position in specialty chemicals for advanced technologies. This combination of stronger-than-expected results and an expanded footprint in semiconductor-related materials has reinforced investor attention on the company’s role in high-performance electronics manufacturing. Next, we’ll examine how Element Solutions’ EFC Gases &...

In recent months, XPEL reported Q3 2025 results with revenue surpassing forecasts but an earnings per share miss, while outlining plans to invest between US$75,000,000 and US$150,000,000 in capital expenditures over the next two years. This combination of stronger-than-expected revenue and sizable planned investment, alongside an outlook for margin expansion, has sharpened attention on how XPEL is positioning its business. Next, we will examine how XPEL’s sizable capital expenditure plan...

National Storage Affiliates Trust recently reported solid Q3 2025 results, with improved same-store revenue growth across most key markets and core FFO per share exceeding consensus expectations, while also preparing to release its Q4 2025 results in late February 2026. The company introduced a preferred equity investment program aimed at funding self-storage deals and deepening partnerships with former PRO operators, which management highlighted alongside its positive commentary on...

Why ICU Medical (ICUI) Is Back on Investors’ Radar ICU Medical (ICUI) is drawing fresh attention after recent commentary pointed to slower revenue growth than healthcare peers and an estimated 7.7% sales decline over the next 12 months, suggesting a tougher demand backdrop. See our latest analysis for ICU Medical. ICU Medical’s share price has pulled back 3.7% over the last day and 2.2% over the week, yet it still carries a 24.2% 3 month share price return and a weaker 1 year total...

Why the recent asset sales and filings matter for Global Net Lease Global Net Lease (GNL) has been in focus after completing sizable asset sales, including the McLaren Campus disposal, while continuing a portfolio sell down aimed at reducing leverage and clarifying recent regulatory filings. For you as an income focused investor, the combination of these asset disposals, ongoing balance sheet work, and the recent clarification around capital raising plans helps frame how GNL is repositioning...

Why the latest guidance and analyst sentiment matter Butterfly Network (BFLY) has drawn fresh attention after guiding for at least 17% year over year revenue growth in the fourth quarter of 2025, with several brokerage firms reiterating positive views on the stock. For you as an investor, that combination of explicit growth guidance and supportive analyst commentary creates a clear focal point: how much confidence you place in Butterfly’s ability to translate handheld ultrasound adoption into...

In recent days, New Fortress Energy has gained attention after outlining new partnerships, a South American expansion via a Brazilian deal, and progress on its LNG technology, while still contending with operational losses, high debt, and regulatory hurdles. An interesting angle for investors is how these growth-focused partnerships and technology advances are emerging alongside persistent questions about the company’s long-term financial resilience. We’ll now examine how the South American...

Why Xenon Pharmaceuticals is on investors’ radar today Xenon Pharmaceuticals (XENE) has been drawing fresh attention after recent share price swings. The stock closed at US$41.76 and has shown mixed returns over the past week, month, and past 3 months. See our latest analysis for Xenon Pharmaceuticals. While the recent 1-day share price return of 1.14% decline and 30-day share price return of 6.87% decline point to some cooling momentum, the 1-year total shareholder return of 4.53% and 5-year...

Brink's (BCO) is back in focus after reporting 16% growth in ATM managed services and digital retail solutions, the fastest North American growth in nine quarters, and raising full-year revenue and EBITDA guidance. See our latest analysis for Brink's. Those AMS and digital gains come after a multi month share price recovery, with Brink's posting an 8.37% 90 day share price return and a 35.82% 1 year total shareholder return. This suggests that momentum has been building rather than fading. If...

AdaptHealth (AHCO) is back in focus after securing a five year exclusive contract to supply home medical equipment and supplies for a large national healthcare system serving over 10 million members. See our latest analysis for AdaptHealth. The latest contract news lands after a mixed share price run, with a 7.23% 90 day share price return and a 4.34% year to date share price return, yet a 2.32% decline in 1 year total shareholder return and a 52.38% decline in 3 year total shareholder...

Pangaea Logistics Solutions recently reported a strong past quarter, with revenue topping analyst expectations and adjusted EBITDA rising on the back of active Arctic trade and heavy use of its specialized ice-class fleet. This operational strength, which stood out against marine transportation peers, has drawn increased attention to Pangaea’s niche positioning in higher‑barrier shipping routes. Next, we’ll explore how this earnings beat and the company’s high ice-class fleet utilization...

Intel (INTC) closed FY 2025 with Q4 revenue of US$13.7 billion, a basic EPS loss of US$0.12 and net income excluding extra items of a US$591 million loss. The company has seen quarterly revenue move from US$14.3 billion and a basic EPS loss of US$0.03 in Q4 2024 to US$13.7 billion and a basic EPS loss of US$0.12 in Q4 2025, while trailing twelve month figures now sit at US$52.9 billion of revenue and a basic EPS loss of US$0.06. For investors, the mix of high revenue, relatively small...

In mid-January 2026, Callaway Golf Company rebranded from Topgolf Callaway Brands, updated its NYSE ticker to CALY, and unveiled its Quantum family of drivers, fairway woods, irons, and hybrids featuring a new Tri-Force Face and next-generation Ai modeling. Alongside this brand refocus on core golf equipment, Callaway reported revenue and adjusted EBITDA above analyst expectations, reinforcing management’s message of operational strength. With earnings exceeding forecasts and the innovative...

Pathward Financial reported strong Q1 results, including higher net income and earnings per share. The company introduced a new operating model focused on optimizing relationships with its partners. Management also completed a significant share repurchase program, which may indicate confidence in the business. For investors watching NasdaqGS:CASH, these updates come alongside a share price of $85.72 and multi year returns that have been positive, including 19.3% year to date and 126.1% over...

Simpson Manufacturing recently reported third quarter 2025 results that exceeded analysts’ expectations and marked the opening of its new Gallatin, Tennessee manufacturing facility. The combination of an expanded production footprint and analyst projections for consecutive earnings growth has sharpened investor focus on the company’s longer-term prospects despite near-term housing headwinds. We’ll now explore how the strong quarterly performance shapes Simpson Manufacturing’s investment...

Volatility in Namib Minerals after unexplained price spike Namib Minerals (NAMM) has drawn fresh attention after a share price jump of more than 100% on January 21, 2026, despite no new company announcements or regulatory filings. The move coincided with stronger gold prices during ongoing geopolitical tensions. This appears to have attracted short-term speculative interest and raised questions about liquidity risk and price sustainability. See our latest analysis for Namib Minerals. The...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...