U.S. Software Stock News

In the past week, STERIS reported a quarterly update showing 9.9% year-on-year revenue growth, ahead of analyst expectations, alongside EBIT margin expansion to 23.1% and strong free cash flow generation. The results underscored the importance of STERIS’s recurring infection-prevention services and consumables, which, together with a sizeable healthcare capital backlog, enhanced visibility into future operating performance. Now we’ll consider how this margin expansion, driven by pricing and...

Why Marqeta’s New CFO Matters for Investors Marqeta (MQ) has appointed Patti Kangwankij as Chief Financial Officer, effective February 9, 2026. This leadership change puts an experienced technology and payments executive at the center of its financial decision making. See our latest analysis for Marqeta. Despite the CFO appointment setting a fresh tone for execution, Marqeta’s recent 30 day share price return of 9.35% and year to date share price return of 3.88% are weaker, while the 1 year...

BlackRock (BLK) has wrapped up FY 2025 with fourth quarter revenue of US$7.0b and basic EPS of US$7.26, while trailing 12 month figures show revenue of US$24.2b and EPS of US$35.83. Over recent periods, revenue has moved from US$20.4b in the trailing 12 months to Q4 2024 to US$24.2b by Q4 2025, with basic EPS shifting from US$42.45 to US$35.83 over the same comparison window. With trailing net profit margin at 22.9%, down from 31.2% a year earlier, the latest results pair solid top line...

If you are wondering whether Somnigroup International at around US$94 is priced for perfection or still offers value, this breakdown will help you frame that question clearly. The share price comes with a 0.2% return over the last 7 days, 5.6% over 30 days, 5.9% year to date and 59.0% over the past year, with a 3 year return of 152.1% and 5 year return of 243.0% that many investors will want to put into context. Recent coverage has focused on Somnigroup International's position within its...

Why Compass Therapeutics Is On Investors’ Radar Compass Therapeutics (CMPX) has drawn attention after recent share price moves, with the stock showing double digit returns over the past month and past 3 months despite reporting a net loss and no revenue. See our latest analysis for Compass Therapeutics. At a share price of $5.70, Compass Therapeutics has a 30 day share price return of 14.92% and a 90 day share price return of 33.80%. Its 1 year total shareholder return of 119.23% suggests...

Arcus Biosciences recently outlined its 2026 priorities, highlighting multiple planned clinical data readouts for casdatifan in clear cell renal cell carcinoma and progress across its inflammation and immunology programs. The company also emphasized advancement of quemliclustat in a registrational Phase 3 trial for first-line pancreatic cancer, with results expected in the first half of 2027, underscoring a pipeline that is moving into potentially registration-enabling territory across more...

Mereo BioPharma Group (NasdaqCM:MREO) has come into focus after releasing mixed Phase 3 results for setrusumab in osteogenesis imperfecta, along with a cash runway update to mid-2027 and progress on its alvelestat and vantictumab programs. See our latest analysis for Mereo BioPharma Group. The mixed Phase 3 readout and cash runway update come after a volatile stretch for the stock, with a 7 day share price return of 29.45% following a 30 day share price return decline of 66.67%, and a 1 year...

Rigel Pharmaceuticals (RIGL) has drawn fresh attention after launching a Phase 1b/2 trial combining REZLIDHIA with other therapies for acute myeloid leukemia and issuing full year 2026 revenue guidance of US$275 million to US$290 million. See our latest analysis for Rigel Pharmaceuticals. Despite the latest clinical update and 2026 revenue guidance, Rigel Pharmaceuticals’ recent share price performance has cooled, with a 7 day share price return of 8.23% and a 30 day share price return of...

Private Bancorp of America (PBAM) has wrapped up FY 2025 with fourth quarter revenue of US$29.9 million and basic EPS of US$1.75, alongside trailing twelve month revenue of US$119.2 million and EPS of US$7.09. Over recent periods, the company has seen quarterly revenue move from US$26.8 million in Q3 2024 to just over US$30.5 million in Q2 2025, with quarterly EPS ranging from about US$1.64 to US$1.83 over that span. This sets a clear earnings base for investors to work from. With a trailing...

If you are wondering whether InterDigital's share price still offers value at current levels, you are not alone. This article walks through what that price might imply about the stock. After a strong 81.7% return over the past year and a very large 3-year gain of about 4x, the stock has recently cooled, with a 0.1% 7-day slip, a 5.0% decline over 30 days, and a 5.4% fall year to date from a last close of US$308.76. Recent attention on InterDigital has been shaped by ongoing interest in...

J.B. Hunt Transport Services (JBHT) just wrapped up FY 2025 with fourth quarter revenue of US$3.1b and basic EPS of US$1.90, alongside net income of US$181.1m. The company has seen quarterly revenue move from US$3.1b in Q4 2024 to US$3.1b in Q4 2025, while basic EPS shifted from US$1.53 to US$1.90 over the same period. Trailing twelve month EPS stands at US$6.12 on revenue of US$12.0b. With net margin at 5.0% and slightly higher than last year, the focus this season is on how efficiently...

Mountain Pacific Bancorp (MPCB) just wrapped up FY 2025 with fourth quarter revenue of about US$10.0 million and net income of US$3.1 million, set against a trailing twelve month total of US$38.7 million in revenue and US$13.1 million in net income. The company has seen revenue move from US$28.7 million to US$38.7 million on a trailing basis, while trailing earnings growth of 67.1% and a net profit margin of 33.9% frame a results season in which profitability and efficiency are front and...

If you are wondering whether SouthState Bank's share price reflects its true worth, you are not alone. This article walks through what the current market price might be implying about value. The stock last closed at US$98.43, with returns of 0.8% over the past week, 0.8% over the last month, 4.5% year to date and 1.2% over the past year, while the 3 year and 5 year returns sit at 37.1% and 40.1% respectively. Recent moves in U.S. regional bank shares have kept investor attention on balance...

Recently, Chime Financial reported slowing growth and sequential declines in purchase volume, prompting investors to reassess the fintech’s competitive position and outlook. At the same time, Chime is pushing into higher-margin products, in-house payment processing, and AI-driven features to broaden its customer base and improve unit economics. We’ll now examine how Chime’s shift to its own payment processing platform could influence the company’s investment narrative and long-term...

Spyre Therapeutics recently expanded its leadership team by appointing former Amgen executive Kate Tansey Chevlen as Chief Commercial Officer, adding nearly two decades of global biopharma commercial experience to guide its late-stage development and commercialization plans. This hire, paired with the company’s 2026 roadmap of six planned proof-of-concept readouts across its SKYLINE and SKYWAY trials, highlights a coordinated push to convert scientific programs into potential market-ready...

In recent days, LeMaitre Vascular has been highlighted for its focus on innovation and international expansion in vascular surgery devices, while some observers point to its relatively small revenue base and elevated valuation multiples versus larger peers. An interesting angle is how renewed analyst confidence, centered on the company’s specialized product portfolio and global growth ambitions, contrasts with concerns about subscale operations and pricing power dependence. We’ll now examine...

In recent days, Wells Fargo upgraded its rating on Cintas to “Overweight,” signaling increased confidence in the company’s financial outlook and market position as a provider of corporate identity uniforms and related services. This shift in analyst stance highlights how Cintas’s outsourcing-focused business model and service breadth are influencing professional views on its longer-term prospects. Next, we’ll examine how Wells Fargo’s more positive view of Cintas’s market position may...

Why Ingevity stock is drawing attention now Ingevity (NGVT) has been catching investor attention after recent share price moves, with the stock closing at $66.17 and showing double digit total returns over the past year and past 3 months. See our latest analysis for Ingevity. Recent trading has been strong, with a 30 day share price return of 13.56% and a 90 day share price return of 21.82%. The 1 year total shareholder return of 40.19% contrasts with weaker 3 and 5 year total shareholder...

TIME magazine has already named La-Z-Boy one of America’s Most Iconic Companies for 2026, recognizing its longevity, cultural impact, and resilience in residential furniture. This accolade arrives as La-Z-Boy moves toward its 100th anniversary in 2027, giving the brand fresh storytelling opportunities to highlight its heritage and ongoing relevance with consumers. We’ll now explore how this TIME recognition, and the added weight it gives La-Z-Boy’s brand, may influence its existing...

Kopin (KOPN) is back on investor radar after Theon International placed a US$1 million development order for the company’s DarkWAVE module, moving the micro display platform toward production readiness for international defense customers. See our latest analysis for Kopin. Theon’s order and Kopin’s January conference appearances have landed at a time when the 30 day share price return of 18.4% contrasts with a weaker 90 day share price return of 18.68%, while the 1 year total shareholder...

In recent days, Marex Group has drawn increased attention as analysts have raised earnings estimates and reinforced positive ratings on the UK-based financial services platform that provides liquidity, market access, and infrastructure across energy, commodities, and financial markets. This shift in analyst coverage highlights how Marex’s diversified operations and history of profit generation are gaining recognition in a space where the company has previously been relatively...

If you are wondering whether Fluence Energy at around US$25.50 offers good value, or if the recent excitement has pushed the price too far, this breakdown is for you. The stock has seen returns of 20.4% over 7 days, 19.7% over 30 days, 10.8% year to date, and 63.7% over 1 year. These moves have attracted investors who are considering growth potential and changes in risk. Recent news flow has focused on Fluence Energy as a key player in energy storage solutions, with ongoing attention on how...

Diversified Healthcare Trust recently declared a regular quarterly cash distribution of US$0.01 per share, payable on or about February 19, 2026, and received US$27.2 million from AlerisLife’s asset sale and wind-down, with a further US$3 million to US$7 million expected. Together with the completed transition of all former Five Star communities to seven new operators and extensive non-core property sales, these cash inflows highlight DHC’s efforts to reshape its senior housing portfolio and...

Healthcare Realty Trust has appointed Daniel Gabbay as Chief Financial Officer and Executive Vice President, effective January 12, 2026, succeeding outgoing CFO Austen Helfrich, whose departure was not related to any disagreement with management or auditors. Gabbay brings nearly two decades of healthcare-focused real estate investment banking experience, including advising on multi-billion-dollar REIT combinations, which may influence how Healthcare Realty Trust approaches capital markets...