U.S. Software Stock News

10x Genomics (NasdaqGS:TXG) joined PerturbAI, NVIDIA, and the Allen Institute to help build and analyze what is being described as the world's largest in vivo CRISPR atlas. The project uses 10x Genomics' technology to connect genetic perturbations with cellular responses at scale, supporting causal genomics research. The new dataset is expected to be used in therapeutic discovery and is drawing attention from researchers and investors. For investors watching NasdaqGS:TXG, this scientific...

MakeMyTrip (NasdaqGS:MMYT) is drawing increased market attention as institutional investors adjust their exposure to the stock. The company is expanding its digital travel platform, with recent activity focused on broadening services and reach across online travel segments. These developments are being closely watched by market participants assessing the company’s role in the wider global travel ecosystem. MakeMyTrip operates a digital travel platform that connects users with flights,...

Futu Holdings (FUTU) has grabbed investor attention after its fourth quarter and full year 2025 earnings, with sharp year-on-year gains in revenue, net income and client growth contributing to an active share price reaction. See our latest analysis for Futu Holdings. Despite a strong earnings story, momentum in the share price has cooled recently, with a 7 day share price return of a 4.12% decline and a year to date share price return of a 17.48% decline, while the 1 year total shareholder...

Cellebrite recently launched Guardian Investigate worldwide, an AI-powered investigative management platform that integrates with its Guardian system to centralize digital evidence, streamline collaboration, and preserve chain of custody across complex cases for agencies and departments. Alongside Guardian Investigate, early access to the agentic AI tool Cellebrite Genesis signals a broader push to embed conversational, workflow-ready AI directly into investigators’ daily casework. We’ll now...

Why BigBear.ai Holdings (BBAI) is on investors’ radar today BigBear.ai Holdings (BBAI) has drawn fresh attention after recent trading left the stock down about 3% over the past month and 27% over the past 3 months, despite a 1 year total return of 33%. See our latest analysis for BigBear.ai Holdings. Short term momentum has cooled, with the 90 day share price return of negative 27.2% contrasting with a 3 year total shareholder return of 111.8%. This hints at shifting sentiment around...

Baron Opportunity Fund has exited its position in Duolingo (NasdaqGS:DUOL) after the company highlighted slower user growth and a plan to prioritize daily active users over faster monetization. The exit follows Duolingo's decision to delay some monetization efforts in order to focus on engagement, which may affect near term bookings. Argus recently downgraded Duolingo, adding to the market reaction around the company’s user first growth approach. Duolingo shares trade at $104.36, with the...

To decide whether Public Service Enterprise Group is attractively priced, you need to know if the current share price lines up with what the business might reasonably be worth. The stock last closed at US$84.74, with returns of 1.8% over 7 days, a 1.9% decline over 30 days, 4.6% year to date, 6.5% over 1 year, 59.9% over 3 years, and 71.6% over 5 years. These performance figures can shape how you think about both upside potential and current risk. Recent news coverage has focused on Public...

On March 12, 2026, iRhythm Holdings, Inc. appointed Jason Patten, Executive Vice President and Head of Enterprise Strategy at UnitedHealth Group, to its Board of Directors. Patten’s blend of healthcare operations experience and growth-focused enterprise strategy could influence how iRhythm pursues partnerships, innovation priorities, and long-term value creation. Next, we’ll examine how adding UnitedHealth Group’s enterprise strategy leader to the board could shape iRhythm’s investment...

Power Solutions International recently reported third-quarter results showing sales rising significantly year over year and earnings surpassing analyst expectations, reflecting strong industrial engine and power system demand. The company’s broad product range and international footprint are helping it benefit from infrastructure spending and energy transition themes, supporting both revenue growth and margin improvement. Next, we’ll examine how this earnings outperformance and expanding...

CBL & Associates Properties (CBL) has reshaped its balance sheet by refinancing a $634 million term loan through two new facilities, including $425 million in non recourse mall financing and a pending $176 million floating rate loan. See our latest analysis for CBL & Associates Properties. CBL’s refinancing and recent Gateway Mall acquisition sit against a mixed share price backdrop, with a 7.36% 1 month share price return but only a 1.90% year to date share price gain. At the same time, the...

Recent performance context for CACI International (CACI) CACI International (CACI) has drawn investor attention after a solid run in the stock, with the price at $612.93 and total return figures over the past year and past 3 years standing out. See our latest analysis for CACI International. The recent 1 month share price return of 6.91% and year to date share price return of 14.05% sit alongside a 1 year total shareholder return of 57.16% and 3 year total shareholder return of 113.78%...

Morgan Stanley’s decision to name Mondelez International (MDLZ) a Top Pick puts fresh attention on the snack maker, as investors weigh cocoa price volatility, cautious 2026 guidance, and stepped up brand investments. See our latest analysis for Mondelez International. At a share price of US$57.94, Mondelez has seen a 7.66% 90 day share price return but a 7.55% decline in total shareholder return over the past year, suggesting improving short term momentum against softer longer term outcomes,...

What AerCap’s latest Airbus order could mean for investors AerCap Holdings (NYSE:AER) has agreed to buy 100 Airbus A320neo Family aircraft, including 45 exercised options and 55 new orders, with deliveries scheduled between 2028 and 2034, alongside long term LEAP-1A engine leases. See our latest analysis for AerCap Holdings. The Airbus order comes after a softer patch in the share price, with a 30 day share price return of 8.65% and a year to date share price decline of 4.99%. However,...

Hesai Group and the NVIDIA Halos AI Systems Inspection Lab Hesai Group (HSAI) is drawing fresh attention after joining the NVIDIA Halos AI Systems Inspection Lab, an ANAB accredited facility focused on functional safety, cybersecurity, and AI compliance for lidar based systems. See our latest analysis for Hesai Group. The latest update around the NVIDIA Halos lab comes after a mixed stretch for Hesai Group, with a 90 day share price return of 14.76% and a 1 year total shareholder return of...

If you are wondering whether BioCryst Pharmaceuticals is offering good value at its recent price, this breakdown will help you weigh what that current tag might really mean. The stock recently closed at US$9.21, with returns of 5.3% over 7 days, 36.2% over 30 days, 22.8% year to date, 20.5% over 1 year, 12.7% over 3 years and a 15.2% decline over 5 years. This gives you a wide range of outcomes to think about. Recent attention on BioCryst has been shaped by ongoing interest in its pipeline...

EchoStar (SATS) stock is back in focus after fourth quarter 2025 earnings highlighted higher adjusted OIBDA of US$584 million at a 15.4% margin, along with a pivot toward a partnership with SpaceX/Starlink. See our latest analysis for EchoStar. After the Q4 2025 earnings release and the shift toward partnering with SpaceX/Starlink, EchoStar’s share price sits at US$112.27, with a 90 day share price return of 11.28% and a very large 1 year total shareholder return of 334.15%. This suggests...

Upstart Holdings recently announced that it had filed applications with US banking regulators to form an insured national bank, Upstart Bank, N.A., and separately entered a 12‑month forward‑flow agreement for up to US$1 billion of consumer loans with Eltura Capital Management, Aperture Investors, and co‑investors. By seeking a national bank charter while securing a large, committed loan‑purchase facility, Upstart is attempting to simplify its funding model and potentially lower its...

If you are wondering whether ExlService Holdings is now priced for opportunity or still carries too much risk, its recent share moves and current valuation score offer some useful clues. The stock last closed at US$30.83, with returns of 0.3% over 7 days and 2.6% over 30 days, against a much weaker return of 25.2% decline year to date and 33.9% decline over the past year. These mixed returns have put more attention on how the market is currently weighing ExlService Holdings against peers in...

Lumentum Holdings (LITE) is back in focus after unveiling several AI focused optical products and live data center demonstrations at OFC 2026 in Los Angeles, alongside fresh attention from large institutional investors. See our latest analysis for Lumentum Holdings. The recent OFC 2026 announcements and S&P 500 inclusion come after a sharp re-rating, with a 90 day share price return of 102.83% and a 1 year total shareholder return that is very large, suggesting momentum has been building...

Rocket Lab secured an $816 million contract from the U.S. Space Development Agency to build missile warning and missile defense satellites. The company also reported key Neutron rocket milestones, including final integration of major hardware components. These updates arrive as NasdaqCM:RKLB trades at $78.59, following very large 1 year and multi year share price gains. For investors watching NasdaqCM:RKLB, this new U.S. government contract represents a step change in scale compared with...

Synchrony Financial released a national study highlighting a wide gap between what homeowners expect to pay for maintenance and the actual costs. The study points to economic pressures that are leading many homeowners to delay or cancel needed repairs and upgrades. In response, Synchrony is promoting financing tools, including its Project Card, as a way to help households manage these unplanned or larger home expenses. For investors watching NYSE:SYF, this move reflects how the company is...

If you are trying to work out whether American Tower is attractively priced or not, the recent share performance gives you a useful starting point but not the full story. The stock last closed at US$185.07, with returns of a 0.6% decline over 7 days, a 3.7% decline over 30 days, a 5.9% gain year to date, and a 10.8% decline over 1 year. Recent headlines have focused on American Tower as a key player in listed real estate focused on telecom infrastructure, alongside ongoing attention on...

In March 2026, Comcast announced a collaboration at NVIDIA GTC to test running AI workloads on NVIDIA GPUs at the edge of its nationwide network, aiming to power use cases like personalized advertising, small-business concierge agents, and lower-latency gaming from regional facilities closer to customers. This move highlights Comcast’s ambition to turn its widely distributed broadband infrastructure into an “AI Grid,” potentially positioning the company as a key infrastructure partner for...

In March 2026, Atlassian announced a restructuring that will eliminate about 10% of its workforce, incurring an estimated US$225 million to US$236 million in charges to reorient spending toward AI, enterprise sales, and office space reductions. At the same time, Atlassian highlighted a rapidly scaling cloud and AI product base, including its Rovo platform and Teamwork Collection, underscoring how the job cuts are funding a shift toward higher-value AI-powered teamwork solutions. We’ll now...