U.S. Software Stock News

NYSE:SCL
NYSE:SCLChemicals

Does Seaport's Upgrade Recast Stepan's (SCL) Competitive Edge In Specialty Chemicals?

Earlier this week, Seaport Global upgraded its rating on Stepan from “Neutral” to “Buy,” signaling a shift in the firm’s view of the company’s prospects. This change in stance can influence how a broad set of investors assess Stepan’s position within the specialty chemicals space and its potential opportunities. Next, we’ll examine how Seaport Global’s upgraded rating shapes Stepan’s investment narrative and what it could mean for investors. Explore 23 top quantum computing companies leading...
NasdaqCM:VELO
NasdaqCM:VELOMachinery

Assessing Velo3D (VELO) Valuation After New U.S. Army DEVCOM GVSC Supply Chain Agreement

Velo3D (VELO) stock is in focus after the company signed a Cooperative Research & Development Agreement with the U.S. Army DEVCOM GVSC to develop additively manufactured parts for ground combat vehicles. See our latest analysis for Velo3D. The agreement with the U.S. Army arrives after a sharp reset in sentiment, with a 1-day share price return of -16.76% and a 7-day share price return of -30.39% following a very large 90-day gain of 159.04%. However, the 1-year total shareholder return of...
NYSE:CPA
NYSE:CPAAirlines

How Investors May Respond To Copa Holdings (CPA) Stronger December Load Factor And Traffic Gains

Copa Holdings, S.A. recently reported its December 2025 preliminary traffic results, with capacity (ASM) and traffic (RPM) each rising around 10% year over year and load factor improving to 86.0%. The simultaneous expansion in capacity and stronger passenger utilization suggests Copa was able to fill a higher proportion of its growing seat inventory during the month. Next, we will examine how this improved load factor shapes Copa Holdings’ investment narrative and what it may signal for...
NasdaqCM:NN
NasdaqCM:NNSoftware

NextNav (NN) Is Up 8.8% After Showcasing FCC-Backed GPS-Backup Vision At Oppenheimer Conference

NextNav Inc. recently announced that Chief Financial Officer Tim Gray participated in the virtual Oppenheimer 11th Annual Emerging Growth Conference held in early February 2026, highlighting the company’s focus on next-generation terrestrial Positioning, Navigation, and Timing and 3D geolocation solutions. This visibility comes as investors closely watch NextNav’s efforts to build an FCC-driven terrestrial GPS-backup network using licensed low-band spectrum and the global 5G ecosystem, a...
NYSE:FET
NYSE:FETEnergy Services

A Look At Forum Energy Technologies (FET) Valuation As Offshore And Subsea Sentiment Drives Fresh Volatility

Forum Energy Technologies (FET) is back on many investors’ screens as offshore and subsea spending plans, project pipelines, and pricing discipline come under fresh scrutiny, adding volatility to trading in smaller energy technology names. See our latest analysis for Forum Energy Technologies. At a share price of $43.62, Forum Energy Technologies has seen short term momentum build, with a 30 day share price return of 18.69% and a 90 day share price return of 38.04%. The 1 year total...
NYSE:PRSU
NYSE:PRSUHospitality

Is Pursuit Attractions and Hospitality (PRSU) Using the Flyover Sale to Quietly Redefine Its Capital Playbook?

Pursuit Attractions and Hospitality, Inc. previously announced it had entered into an agreement to sell its Flyover flying theater subsidiaries for US$78.40 million in cash, subject to regulatory approvals and including a US$10.00 million termination fee under certain conditions. This divestiture marks a meaningful reshaping of Pursuit’s attractions portfolio and signals potential capital redeployment within its wider hospitality and attractions businesses. We will now examine how the...
NYSE:GRDN
NYSE:GRDNHealthcare

Guardian Pharmacy Services’ (GRDN) Flat 2026 Revenue Guide: Pragmatic Planning or Fading Growth Ambition?

In January 2026, Guardian Pharmacy Services, Inc. reaffirmed its 2025 revenue guidance of US$1.43 billion to US$1.45 billion and issued new 2026 guidance of US$1.40 billion to US$1.42 billion. This updated outlook gives investors a clearer view of expected near-term revenue trends and reflects management’s willingness to quantify its forward plans. Next, we’ll examine how the reaffirmed 2025 outlook and newly issued 2026 revenue range shape Guardian Pharmacy Services’ investment...
NYSE:TEX
NYSE:TEXMachinery

How Investors Are Reacting To Terex (TEX) Naming Its First Chief AI and Data Officer

Terex Corporation has appointed Namita Jindal as Senior Vice President and Chief AI and Data Officer, effective 19 January 2026, reporting directly to President and CEO Simon Meester and joining the Executive Leadership Team. By bringing in an executive with long experience in digital transformation and industrial automation, Terex is signaling a stronger focus on embedding AI and data into its operations and products. We will now examine how this leadership move, centered on AI and data...
NasdaqGM:BGL
NasdaqGM:BGLMetals and Mining

Blue Gold (BGL) Is Up 71.4% After Gold Prices Hit Record Highs Amid Geopolitical Tensions – Has The Bull Case Changed?

Blue Gold Ltd recently benefited as gold and other precious metals climbed to record highs amid geopolitical tensions, economic uncertainty and expectations of Federal Reserve rate cuts. This surge in demand for gold highlights how macroeconomic and currency conditions can quickly shift investor attention toward producers like Blue Gold. We will now examine how heightened demand for gold, driven by geopolitical and economic uncertainty, influences Blue Gold’s broader investment...
NYSE:RPM
NYSE:RPMChemicals

How Investors May Respond To RPM (RPM) Cost Savings Plan Amid Earnings Pressures And Insider Selling

RPM International recently announced about US$100 million in expected annual SG&A savings and guided to mid-single-digit sales growth with mid- to high-single-digit adjusted EBIT growth for fiscal Q3 and Q4 2026, while JPMorgan upgraded the stock and Vice President of Operations Timothy R. Kinser sold 3,441 shares on January 21, 2026. An interesting angle for investors is how RPM’s cost-optimization push and upgraded analyst view are emerging despite recent operational and earnings...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

New Cold Chain IoT Beacon Partnership and Analyst Coverage Might Change The Case For Investing In Silicon Laboratories (SLAB)

Silicon Labs recently drew market attention as RBC Capital initiated coverage and the company expanded its Internet of Things footprint through a new collaboration with MOKOSMART on high-precision Bluetooth beacons for global cold chain visibility. This combination of fresh analyst focus and a targeted cold chain solution underscores Silicon Labs’ role as a provider of specialized, low-power wireless infrastructure across connected devices. Next, we’ll examine how this new cold chain...
NYSE:PBH
NYSE:PBHPharmaceuticals

A Look At Prestige Consumer Healthcare (PBH) Valuation After New TheraTears Eye Care Launch Announcement

Prestige Consumer Healthcare (PBH) is drawing fresh investor attention after announcing two new TheraTears products: Eyelid Cleansing Wipes and Dry & Tired preservative free eye drops, set for nationwide launch in February 2026. See our latest analysis for Prestige Consumer Healthcare. At a share price of US$65.80, Prestige Consumer Healthcare has seen a 4.73% 30 day share price return and a 6.08% 90 day share price return. The 1 year total shareholder return of a 16.91% decline contrasts...
NasdaqGS:SLDP
NasdaqGS:SLDPAuto Components

What Solid Power (SLDP)'s Rising Short Interest Means For Shareholders

Recently, Solid Power Inc. reported that short interest rose 4.7%, leaving 12.93% of its available float sold short, above peer averages. This elevated level of bearish positioning makes Solid Power one of the more heavily shorted names in its group, sharpening focus on sentiment risks. Next, we’ll examine how this heightened short interest shapes Solid Power’s investment narrative and what it might signal about investor conviction. We've found 13 US stocks that are forecast to pay a...
NasdaqGS:QFIN
NasdaqGS:QFINConsumer Finance

How Investors May Respond To Qfin Holdings (QFIN) Being Flagged As A Potential Lynch-Style GARP Play

Recently, QFIN Holdings Inc-ADR was flagged as a potential fit for Peter Lynch’s growth at a reasonable price approach, supported by maintainable earnings growth, low debt and strong liquidity. An especially interesting element is its very low PEG ratio, which suggests the market may not fully reflect the company’s earnings profile. Next, we’ll examine how this GARP-focused reappraisal of QFIN’s fundamentals shapes its investment narrative for prospective shareholders today. AI is about to...