U.S. Software Stock News

In February 2026, Scotts Miracle-Gro filed a US$183.34 million shelf registration for 2,750,000 common shares tied to an ESOP-related offering and, earlier in the month, refreshed its Miracle-Gro indoor product lineup with new soils, plant foods, pest solutions, and an organic plant food item now available through major national retailers and its website. The combination of an employee-focused share program and wellness-oriented indoor gardening products underscores how Scotts Miracle-Gro is...

In early February 2026, Becton Dickinson launched cash tender offers of up to US$1.60 billion to repurchase a wide range of outstanding senior notes and also completed a US$1,307.21 million share buyback program first announced in 2021, alongside reaffirming low single-digit plus GAAP revenue growth guidance for fiscal 2026. Together with ongoing portfolio reshaping, including the planned separation of its Biosciences and Diagnostics businesses and board changes, these balance sheet moves...

In early February 2026, Bristol-Myers Squibb reported fourth-quarter 2025 revenue of US$12,502 million and net income of US$1,087 million, while confirming completion of a long-running share repurchase program totaling 475,816,819 shares for US$29,984.88 million since its announcement in October 2016. The sharp swing from a full-year 2024 net loss to a 2025 net profit of US$7.05 billion highlights how earnings have recovered even as annual revenue stayed broadly flat at about US$48.19...

Microchip Technology (MCHP) has moved back into focus after a cluster of developments, including upbeat analyst coverage, new edge AI product launches, and an expanded automotive partnership with Hyundai Motor Group. See our latest analysis for Microchip Technology. The recent run of product launches, earnings, and capital market activity seems to have caught investors' attention, with Microchip Technology delivering a 54.43% 90 day share price return and a 45.34% 1 year total shareholder...

In the lead-up to its upcoming quarterly report, Universal Display has recently seen analysts project year-over-year increases in earnings and in all major revenue segments, including material sales, contract research services, and royalty and license fees. Beyond the headline growth projections, the upward revisions in earnings estimates themselves are drawing attention as a potential indicator of changing investor expectations for Universal Display. Next, we’ll examine how these stronger...

Henry Schein recently announced that Fedd Lowery will succeed long-time CEO Stanley Bergman in March, following two years of flat organic revenue growth. This leadership change comes at a time when questions are intensifying over whether the company can accelerate growth without leaning more heavily on acquisitions. We’ll now examine how the CEO transition amid stagnant organic revenue growth may influence Henry Schein’s existing investment narrative and outlook. Find 54 companies with...

United Fire Group (UFCS) is back in focus after reporting record 2025 results, with full year revenue of US$1.39b and net income of US$118.19m, alongside a 25% dividend increase to US$0.20 per share. See our latest analysis for United Fire Group. The recent earnings and dividend news has come alongside a 1 month share price return of 11.04% and a 1 year total shareholder return of 51.56%, suggesting momentum has been building as investors reassess United Fire Group’s risk and income...

Flowers Foods reported past fourth-quarter 2025 sales of US$1,232.86 million and a full-year 2025 sales increase to US$5,256.48 million, but swung to a quarterly net loss of US$67.07 million after a US$135.98 million non-cash impairment of intangible assets. Alongside these results, management launched a multi-year operational review, issued cautious 2026 sales guidance of roughly flat performance, and reshaped leadership by creating a new chief DSD operations officer role with full...

Why Clean Harbors’ upcoming Q4 report matters for investors Clean Harbors (CLH) is back in focus as it prepares to release Q4 earnings before the market opens on Wednesday, after previously missing revenue and adjusted earnings expectations and with forecasts now pointing to slower revenue growth. See our latest analysis for Clean Harbors. Clean Harbors’ recent momentum is strong, with a 30.84% 90 day share price return and a 220.67% 5 year total shareholder return. This suggests investors...

In February 2026, Acadia Realty Trust reported its fourth-quarter and full-year 2025 results, showing higher sales and revenue but lower net income and earnings per share compared with 2024. Alongside earnings, the company highlighted nearly US$487.3 million of 2025 acquisitions and leadership changes that underscore its emphasis on financial reporting strength and urban street retail growth. Now we will examine how robust same-property NOI growth and acquisitive expansion may influence...

Albemarle (NYSE:ALB) has idled operations at its Kemerton lithium hydroxide plant in Australia with immediate effect. The move comes as the company responds to industry headwinds while aiming to improve profitability across its portfolio. Albemarle has indicated that the Kemerton pause is not expected to change its 2026 volume forecasts. The decision follows ongoing cost improvement efforts, updated global lithium demand forecasts, and recent asset sales. Albemarle, one of the largest...

Earlier this month, Opera Limited raised its fourth-quarter revenue outlook, saying Q4 revenue should exceed prior guidance as more users engage with its browser and AI-powered tools, which management highlighted as a key driver of monetization. An interesting angle is how Opera’s growing role as a “gateway” for web content and AI utilities may be strengthening its ability to convert user activity into higher-value revenue streams. Next, we’ll examine how Opera’s upgraded revenue outlook,...

In February 2026, Twilio reported Q4 2025 revenue of US$1.37 billion, up from US$1.19 billion a year earlier, and a quarterly net loss of US$45.85 million, while full‑year 2025 revenue reached US$5.07 billion with net income of US$33.83 million and basic EPS of US$0.22 from continuing operations. At the same time, Twilio guided for continued double‑digit revenue growth in 2026 and highlighted accelerating Voice AI use cases as it repositions itself as core infrastructure for autonomous...

In early February 2026, Corpay, Inc. reported higher quarterly and full‑year 2025 sales and net income, issued upbeat 2026 guidance, extended multi‑year FX partnerships with LIV Golf and Rugby Australia, detailed ongoing divestitures and acquisition plans, and confirmed completion of a large share repurchase program. Together, these updates highlight a company leaning further into its Corporate Payments and cross‑border FX strengths while returning substantial capital to shareholders and...

Syndax Pharmaceuticals recently highlighted ongoing commercial momentum for its oncology drugs Revuforj and Niktimvo and, earlier this month, presented at Guggenheim Securities’ Emerging Outlook: Biotech Summit 2026 in New York, led by CEO Michael A. Metzger. The company also partnered with the World Orphan Drug Alliance to launch a Managed Access Program for Revuforj, widening international physician access in markets where the leukemia treatment is not yet commercially available. Next,...

WeRide Inc. and Uber Technologies, Inc. have already launched Abu Dhabi’s first commercial downtown robotaxi service, expanding coverage to around 70% of the emirate’s core urban areas and significantly scaling their autonomous fleet across key districts and tourist corridors. This expansion, combined with plans to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by 2027, underlines WeRide’s early regulatory foothold and operational scale in Middle Eastern autonomous...

Brown-Forman (BF.B) drew fresh attention after its stock climbed 2.7% on January 14, following news of a national rerelease of Woodford Reserve Double Double Oaked Bourbon, a limited product many enthusiasts closely follow. See our latest analysis for Brown-Forman. That excitement sits against a mixed backdrop, with a 13.45% 1 month share price return and 14.58% year to date share price return, in contrast with a 5 year total shareholder return decline of 55.85%. This suggests recent momentum...

In early February 2026, BXP reported quarterly results showing revenue growth and a shift from net loss to net income, even as funds from operations guidance came in below expectations and higher costs weighed on performance. Soon after, CEO Owen Thomas sold 1,198 shares and insiders continued a six‑month pattern of selling without purchases, sharpening investor focus on how management actions align with BXP’s 2026 operational goals. Against this backdrop of mixed results and insider...

Bio-Techne recently announced that its Ella benchtop immunoassay platform has received CE-IVD marking and is now available for clinical use across the European Union, enabling faster, standardized biomarker testing with minimal hands-on time. This certification broadens Ella’s role from research-only applications into regulated clinical workflows, potentially deepening Bio-Techne’s presence in precision medicine and hospital laboratory settings. We’ll now examine how Ella’s CE-IVD clearance,...

GXO Logistics (GXO) is back in focus after its fourth quarter and full year 2025 results, paired with 2026 guidance calling for 4% to 5% organic revenue growth and management highlighting margin and technology priorities. See our latest analysis for GXO Logistics. Those earnings and guidance updates come on the back of strong share price momentum, with a 36.7% 3 month share price return and 66.2% 1 year total shareholder return. This suggests investors are reassessing growth prospects and...

Ulta Beauty (ULTA) is back in focus after a turnaround year under CEO Kecia Steelman, as investors consider how renewed leadership momentum and fresh digital partnerships, including Wavytalk’s debut on Ulta.com, could affect the stock. See our latest analysis for Ulta Beauty. Recent share price moves suggest interest is building again, with a 34.69% 90 day share price return and a 10.22% year to date share price return contributing to an 87.16% 1 year total shareholder return. If Ulta’s...

In recent days, Qorvo has been highlighted as a compelling value stock candidate, with analysts pointing to its strong financial condition, solid liquidity, and manageable debt compared with semiconductor peers. This renewed attention reflects growing interest in Qorvo’s potential earnings acceleration, as investors reassess how its fundamentals align with broader industry expectations. Next, we’ll examine how this stronger value case and anticipated earnings acceleration interact with...

Sify Technologies (SIFY) is drawing fresh attention after its data center arm, Sify Infinit Spaces, converted Kotak held compulsorily convertible debentures into equity and reshaped investor agreements ahead of a planned Indian IPO. See our latest analysis for Sify Technologies. At a share price of $15.05, Sify Technologies has seen a 24.79% 90 day share price return and a very large 1 year total shareholder return of 242.82%, suggesting momentum has recently been building. If this data...

ATI Inc. (ATI) is back in focus after reporting fourth quarter 2025 earnings, with sales of US$1,177.1 million and net income of US$96.6 million, alongside full year figures that also show higher sales and net income. See our latest analysis for ATI. The mixed fourth quarter earnings, with slightly higher sales but lower quarterly net income, come after a completed US$580.16 million buyback and a sharp shift in investor sentiment. This is reflected in a 15.75% 30 day share price return and a...