U.S. Software Stock News

CRH (CRH) is back in focus after a series of bullish analyst updates, an active share buyback program of up to US$300 million, and a clear tilt toward North American infrastructure and construction demand. See our latest analysis for CRH. Those buybacks and analyst updates come at a time when CRH’s 90 day share price return of 9.37% and 1 year total shareholder return of 45.08% suggest momentum has been building on top of a multi year compounding story. If CRH’s U.S. focused construction...

If you are wondering whether Sun Communities is reasonably priced at around US$124 per share, you are not alone, as the stock often raises questions about what you are really paying for. Over the last year the share price return is 8.3%, with shorter term moves of 2.4% over 7 days and 1.5% over 30 days. These moves may signal that the market is reassessing either its growth potential or its risks. Recent attention around Sun Communities has focused on its position in the real estate sector...

Zeta Global Holdings announced a collaboration with OpenAI to enhance its Athena AI marketing platform, accelerated the Athena Suite rollout to late first quarter 2026, and recently closed its acquisition of Marigold, while also preparing for a fireside chat at the Needham Growth Conference held on 13 January 2026 in New York. This combination of an OpenAI-powered product roadmap, an expanded marketing software portfolio via Marigold, and near-term investor outreach has sharpened attention...

In January 2026, Joby Aviation announced it had accepted the first of two advanced flight simulators developed with CAE, designed for high-level FAA qualification to support commercial single-pilot eVTOL operations. The simulators use CAE’s next-generation image generator built on Unreal Engine and AI-crafted 3D urban environments to recreate complex, real-world air taxi conditions for pilot training. We’ll now explore how this move into high-fidelity, FAA-ready pilot training...

Fresh interest in Eli Lilly stock Eli Lilly (LLY) has drawn investor attention after a recent move in its share price, with the stock last closing at $1,081 and showing double digit total returns over the past year. See our latest analysis for Eli Lilly. The recent share price move sits on top of a strong run, with a 33.07% 3 month share price return and a 36.56% 1 year total shareholder return, pointing to momentum that investors appear to be rewarding as perceptions around growth potential...

Why lululemon athletica (LULU) is back on investors’ radar lululemon athletica (LULU) has been drawing attention after a mixed stretch for shareholders, with the stock showing a 23.6% gain over the past 3 months but a 47.6% decline over the past year. See our latest analysis for lululemon athletica. While the recent 90 day share price return of 23.6% suggests some momentum has come back into the stock, the 1 year total shareholder return of a 47.6% decline shows longer term holders are still...

Emerson Electric (EMR) is back in focus after UBS upgraded the stock to Buy and raised its target, just as investors brace for the company’s upcoming fiscal Q1 2026 earnings announcement. See our latest analysis for Emerson Electric. The recent UBS upgrade comes on top of steady momentum, with Emerson’s share price at US$145.36 and supported by a 30 day share price return of 6.38% and a 1 year total shareholder return of 24.79%. The 3 year total shareholder return of 57.51% signals that...

Cal-Maine Foods (CALM) just reported second quarter results showing lower sales and earnings compared with a year earlier, along with a reduced variable dividend and an update on its recently completed share repurchase program. See our latest analysis for Cal-Maine Foods. That weaker quarterly result and lower variable dividend come alongside a softer share price, with a 30 day share price return of a 15% decline and a 90 day share price return of a 20.8% decline, even though the 5 year total...

In recent months, Geneos Wealth Management Inc. very largely increased its stake in Dorchester Minerals, L.P., while CEO Bradley J. Ehrman also added shares, coinciding with the partnership raising its quarterly distribution to US$0.6899 per unit. Taken together, the higher cash payout and additional insider and institutional ownership highlight management’s and investors’ willingness to commit more capital to the business. With the dividend increase as a key focal point, we’ll now examine...

Lam Research (LRCX) has been catching investor attention after a sharp move in the share price, with returns of 37% over the past month and 59% over the past 3 months drawing closer scrutiny. See our latest analysis for Lam Research. Those sharp recent share price returns sit on top of a much longer run, with Lam Research posting a very large 1 year total shareholder return. The 3 year and 5 year total shareholder returns are also strong, suggesting momentum is still building as investors...

If you are wondering whether Cisco Systems' current share price still lines up with its underlying worth, this article will walk through what the numbers actually say. Cisco closed at US$74.01, with a 2.1% decline over the last 7 days and a 4.9% decline over the last 30 days, set against a 29.0% return over 1 year, 64.9% over 3 years and 88.3% over 5 years. Recent coverage has focused on Cisco's position as a large networking and infrastructure provider, and how market views on long term...

Churchill Downs Incorporated recently outlined development plans for its Rockingham Grand Casino in Salem, New Hampshire, a US$180–200 million project set within The Mall at Rockingham Park near the mixed-use Tuscan Village complex. This expansion reinforces Churchill Downs’ push into experiential regional gaming, adding a sizable New Hampshire presence alongside its existing Casino Salem charitable gaming facility. Next, we’ll assess how the planned Rockingham Grand Casino’s US$180–200...

Recent analyst commentary has pushed Axon Enterprise (AXON) back into the spotlight, as firms highlight its recurring revenue in public safety technology, expanding use of AI and drones, and a series of revenue beats against consensus estimates. See our latest analysis for Axon Enterprise. At a share price of $631.73, Axon has seen a 7 day share price return of 6.9% and a 30 day share price return of 12.0%. The 1 year total shareholder return of 11.1% sits alongside a very large 3 year total...

Take-Two Interactive Software (TTWO) has drawn fresh attention after online rumors about a possible Grand Theft Auto VI delay pressured the share price, even as short interest data pointed to reduced bearish positioning in the stock. See our latest analysis for Take-Two Interactive Software. Those GTA VI rumors hit a stock that has already seen some swings. A 7 day share price return of 3.26% decline contrasts with a 39.25% 1 year total shareholder return. This suggests longer term momentum...

Pagaya Technologies (PGY) is drawing fresh attention as management prepares to appear at several investor conferences, following the chief development officer’s sale of 7,561 shares under a pre-arranged Rule 10b5-1 trading plan. See our latest analysis for Pagaya Technologies. The upcoming conference appearances and the pre-planned insider sale come after a mixed stretch for Pagaya, with a 1-month share price return of 8.99% alongside a 90-day share price decline of 17.15%. At the same time,...

Syndax Pharmaceuticals (SNDX) is back on investors’ radar after announcing a collaboration with the World Orphan Drug Alliance to broaden international access to its menin inhibitor Revuforj through a multi regional Managed Access Program. See our latest analysis for Syndax Pharmaceuticals. That access push comes after a busy period that includes clinical data updates for Revuforj and an investor spotlight at the J.P. Morgan Healthcare Conference, with the stock posting a 35.34% 90 day share...

In recent days, Amazon and its partners have expanded AI, cloud, healthcare, and retail offerings, from AWS-powered agentic AI deals and Ring’s new Fire Watch feature to Amazon Pharmacy’s rollout of Novo Nordisk’s Wegovy pill and the planned opening of a Walmart-style big-box store near Chicago. These moves highlight how Amazon is deepening its role in critical infrastructure and consumer services, spanning data centers, autonomous vehicles, personalized marketing, and weight-loss...

Iovance Biotherapeutics recently reaffirmed that it expects to meet its earlier 2025 revenue guidance of US$250 million to US$300 million, while reporting that its tumor‑infiltrating lymphocyte therapies have now been used to treat more than 1,000 patients worldwide and scaling manufacturing to support up to 5,000 patients a year. This combination of confirmed commercial outlook, real‑world treatment reach, and expanded capacity underscores how Iovance is building out its TIL therapy...

Activist pressure puts BlackLine in focus Engaged Capital’s plan to launch a proxy fight at BlackLine (BL), seeking four board seats and pushing for a possible sale, has quickly put the accounting software company under closer investor scrutiny. See our latest analysis for BlackLine. The stock’s recent 1 day share price return of 1.61% and 7 day share price return of 6.07% suggest momentum picked up around the Engaged Capital announcement, although a 16.85% 90 day share price return contrasts...

Earlier in January 2026, Ondas Holdings Inc. closed a registered direct follow-on equity offering of common stock and pre-funded warrants, raising about US$960.0 million in net proceeds to fund corporate development, growth initiatives, and potential acquisitions. Coupled with its recent headquarters move to West Palm Beach, Florida and fresh government orders for its autonomous systems, this capital raise signals a concerted push to scale Ondas’s defense and technology footprint and broaden...

Centrus Energy (LEU) drew fresh investor attention after the U.S. Department of Energy awarded a $900 million task order to expand its Piketon, Ohio enrichment facility for commercial-scale HALEU production. See our latest analysis for Centrus Energy. The $900 million task order lands after a very strong run, with a 24.2% 1 month share price return and a 13.49% year to date share price return. The 1 year total shareholder return of more than 3x highlights how much sentiment has shifted around...

Event context and recent share performance Kratos Defense & Security Solutions (KTOS) has caught investor attention after a strong run in the stock, with recent returns of 3.7% over the past day and 31.1% over the past week. Over the past month the stock has returned 55.2%, with a 23.7% move in the past 3 months and a 48.6% gain year to date, prompting closer scrutiny of what current pricing might imply. See our latest analysis for Kratos Defense & Security Solutions. The recent jump in...

Coherent’s latest quarterly results showed higher gross and operating margins alongside revenue growth driven by AI infrastructure demand, expense optimization, and a recent divestiture. Management also emphasized opportunities in 6-inch indium phosphide production and a large addressable market in optical circuit switches as key growth drivers. Next, we’ll examine how Coherent’s margin improvement and AI-focused photonics demand reshape the company’s existing investment narrative. These 19...

Nomad Foods (NOMD) has drawn fresh attention after outlining a plan to streamline operations and target US$200 million in savings from 2026 to 2028, while continuing share repurchases and maintaining a relatively high dividend yield. See our latest analysis for Nomad Foods. Despite the new efficiency plan and ongoing buybacks, the share price at US$12.04 sits against a 1 year total shareholder return of about 20% loss and a 5 year total shareholder return of roughly 49% loss. This suggests...