U.S. Software Stock News

NYSE:EGY
NYSE:EGYOil and Gas

Does VAALCO Energy (EGY) Hitting Peak 2025 Sales Guidance Redefine Its Operational Credibility?

VAALCO Energy, Inc. recently reported that full-year 2025 sales volumes reached about 22,100 working interest barrels of oil equivalent per day, at the top of its guidance range, while production averaged approximately 21,150 working interest barrels of oil equivalent per day, landing near the midpoint of prior expectations. This combination of sales at the high end of guidance and production in line with targets suggests the company executed its 2025 operating plan efficiently and converted...
NYSE:STT
NYSE:STTCapital Markets

State Street (STT) Earnings Growth And 19.6% Margin Reinforce Bullish Narratives

State Street (STT) has wrapped up FY 2025 with fourth quarter total revenue of US$3.7b and basic EPS of US$2.46, alongside trailing twelve month revenue of US$13.9b and EPS of US$9.55 that frame the full year earnings picture. Over recent periods, total revenue has moved from US$3.4b in Q4 2024 to US$3.5b in Q3 2025 and US$3.7b in Q4 2025, while quarterly EPS has ranged from US$2.07 in Q1 2025 to US$2.83 in Q3 2025 and US$2.46 in the latest quarter. With trailing net income of US$2.7b and a...
NasdaqGS:GSIT
NasdaqGS:GSITSemiconductor

Assessing GSI Technology (GSIT) Valuation After Government Funded Sentinel AI Security Project Announcement

GSI Technology (GSIT) is back in focus after announcing a government funded proof of concept with G2 Tech for Sentinel, an autonomous perimeter security system that uses its Gemini-II APU for on-device AI inference. See our latest analysis for GSI Technology. The Sentinel announcement comes as interest in GSI Technology has picked up, with a 30 day share price return of 52.46% and a 1 year total shareholder return of 103.80%, suggesting momentum has been building recently on top of longer...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix (CRMD) Is Down 11.1% After CEO Becomes Chair And Sets 2026 Revenue Target - Has The Bull Case Changed?

Earlier this month, CorMedix Inc. reshaped its leadership structure by naming CEO Joseph Todisco as Chairman of the Board, appointing Mike Seckler as EVP & Chief Commercial Officer, and issuing new 2026 revenue guidance of US$300 million to US$320 million. This combination of leadership consolidation, fresh commercial expertise, and quantified revenue expectations gives investors clearer insight into how CorMedix plans to run and grow the business. We’ll now examine how Todisco’s expanded...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Is Talen Energy (TLN) Still Attractive After A 58% One Year Share Price Gain

If you are wondering whether Talen Energy's share price still reflects good value after a strong run, this article will walk through what the current market price might be implying. The stock closed at US$371.66, with returns of 0.2% over the last 7 days, 5.6% over the last 30 days, a 6.3% decline year to date, and 58.2% over the last year. This naturally raises questions about how much future upside or risk is already priced in. Recent company updates and sector news have kept attention on...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Is Upstart Holdings (UPST) Pricing In Too Much Optimism After Recent Share Price Swings?

If you are trying to figure out whether Upstart Holdings at around US$48.12 is a bargain or already pricing in a lot of optimism, you are in the right place. The stock has been choppy, with a 2.0% decline over the last 7 days, a 6.8% gain over the past month, a 5.0% gain year to date, a 23.6% decline over the past year, and a very large 3 year return of about 2.8x, which hints at shifting expectations and risk perceptions among investors. Recent coverage has focused on Upstart's role in...
NYSE:GPI
NYSE:GPISpecialty Retail

Is Group 1 Automotive (GPI) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Group 1 Automotive's current share price reflects its true worth, this article walks through the numbers in a clear, practical way. The stock recently closed at US$395.06, with a 1 year return of an 11.3% decline, a 3 year return of 104.2% and a 5 year return of 161.4%, so recent moves look quite different depending on how far back you zoom. In the short term, returns over the last 7 days and 30 days, 1.9% and 3.1% declines respectively, contrast with the modest...
NasdaqGM:AIRO
NasdaqGM:AIROAerospace & Defense

AIRO Group Holdings (AIRO) Is Up 7.0% After Bolstering Liquidity With New Cash Inflows And Proceeds - Has The Bull Case Changed?

AIRO Group Holdings recently strengthened its balance sheet with US$83.70 million in cash and US$89.40 million in follow-on proceeds, easing near-term dilution concerns while continuing work on joint ventures, certifications and backlog conversion. What looks like routine execution, closing partnerships, securing approvals and turning backlog into revenue, could prove decisive in reshaping how the market views AIRO’s business quality. Next, we’ll examine how AIRO’s bolstered liquidity...
NasdaqCM:TSSI
NasdaqCM:TSSIIT

Does TSS (TSSI) Management’s Needham Spotlight Reframe Its Long-Term Strategic Narrative?

TSS, Inc. recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, featuring Chief Financial Officer Daniel M. Chism and CEO, President & Director Darryll E. Dewan. This conference appearance gave management a high-visibility platform to communicate TSS’s business direction and priorities directly to a concentrated investor audience. We’ll now look at how investor expectations around TSS’s Needham conference presentation may influence...
NYSE:EXPD
NYSE:EXPDLogistics

Is It Too Late To Consider Buying Expeditors International Of Washington (EXPD) After 1-Year Surge?

If you are wondering whether Expeditors International of Washington at US$162.41 is offering good value right now, it helps to step back and look at what the current price might be implying. The stock has posted returns of 2.2% over the last 7 days, 8.5% over 30 days, 6.9% year to date, 49.0% over 1 year and 57.7% over 3 years, with a 5 year return of 83.4%. This naturally raises questions about how much of the story is already priced in. Recent attention on Expeditors has centered on its...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

Scholar Rock (SRRK) Is Up 6.6% After Detailing 2026 Apitegromab Approval And Launch Strategy – What's Changed

Scholar Rock recently outlined its 2026 plans around potential U.S. and European approvals and commercial launch preparations for apitegromab in spinal muscular atrophy, alongside ongoing clinical trials and leadership changes to support a move toward commercialization. An interesting angle is how Scholar Rock is extending apitegromab into younger SMA populations and facioscapulohumeral muscular dystrophy while scaling manufacturing and organizational capacity to support a broader...
NYSE:MAC
NYSE:MACRetail REITs

Assessing Macerich (MAC) Valuation After Triad Investment Management’s New Stake

Triad Investment Management’s new position in Macerich (MAC), totaling 206,916 shares valued around US$3.82 million, has put fresh institutional attention on this retail REIT after a period of sector volatility. See our latest analysis for Macerich. Triad’s new position comes as Macerich’s share price, last closing at US$18.74, has recorded a 90 day share price return of 8.70%. The 3 year total shareholder return of 73.05% contrasts with a 1 year total shareholder return decline of 1.67%,...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Is BioMarin (BMRN) Elevating Digital Strategy To Sharpen Its Innovation And Efficiency Edge?

Earlier this week, BioMarin Pharmaceutical appointed Arpit Davé as Executive Vice President, Chief Digital and Information Officer, a new C-level role reporting directly to CEO Alexander Hardy and overseeing enterprise technology, data science, and digital transformation. By bringing in a biopharma technology veteran with extensive artificial intelligence experience from Amgen, Bristol Myers Squibb, and Merck, BioMarin is signaling a stronger emphasis on data-driven decision making across...
NYSE:GRBK
NYSE:GRBKConsumer Durables

How Investors Are Reacting To Green Brick Partners (GRBK) Top Rankings For Master-Planned Communities

In recent months, Green Brick Partners announced that several of its master-planned communities were ranked among the top developments nationally and in North Texas by John Burns Research and Consulting, RCLCO, and the Dallas Business Journal, while the company was recognized as the number three homebuilder in North Texas by new home closings. This cluster of independent accolades underscores Green Brick’s strong execution in key Sunbelt markets and highlights the scale of its presence in...
NasdaqCM:MVST
NasdaqCM:MVSTMachinery

Assessing Microvast Holdings (MVST) Valuation After Recent Finance Leadership Appointments

Why Microvast’s New Finance Leadership Matters for Investors Microvast Holdings (MVST) has refreshed its senior finance team, naming interim finance lead Rodney Worthen as Chief Financial Officer and hiring former NextDecade executive Eric N. Garcia as Chief Accounting Officer. These appointments concentrate financial reporting, planning, and corporate development experience at the top of Microvast’s battery and energy storage business, which already reports annual revenue of US$444.5 million...
NYSE:AGM
NYSE:AGMDiversified Financial

Will AGM’s US$313.5 Million Ag Loan Securitization Reshape Federal Agricultural Mortgage's (AGM) Narrative?

In December 2025, Federal Agricultural Mortgage completed a US$313.5 million securitization of agricultural mortgage loans, signaling continued investor appetite for its farm and rural credit exposure despite recent macro volatility. This transaction highlights how the company can recycle capital from its Farm & Ranch and related portfolios to support future lending capacity across rural America. Next, we’ll explore how this securitization and improving monetary conditions could influence...