U.S. Software Stock News

NYSE:AHR
NYSE:AHRHealth Care REITs

Does American Healthcare REIT's (AHR) Interim CEO Shift Reveal Strength or Strain in Boardroom Governance?

American Healthcare REIT, Inc. announced that Chief Executive Officer and President Danny Prosky took a medical leave of absence effective February 3, 2026, with Board Chairman Jeffrey T. Hanson stepping in as Interim CEO and President to work closely with the senior leadership team. This temporary leadership change puts corporate governance and succession planning in the spotlight, as investors assess how board-level oversight supports operational continuity. We will now examine how the...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Mercury Systems Q2 Loss Of US$15.1 Million Tests Bullish Profitability Narrative

Latest Quarter Sets The Stage For Mercury Systems' Earning Story Mercury Systems (MRCY) has just posted Q2 2026 results with revenue of US$232.9 million and a basic EPS loss of US$0.25, as net income excluding extra items came in at a loss of US$15.1 million. The company has seen quarterly revenue move from US$223.1 million in Q2 2025 to US$232.9 million in Q2 2026, while basic EPS shifted from a loss of US$0.30 to a loss of US$0.25 over the same period, setting up a picture where top line...
NYSE:CCK
NYSE:CCKPackaging

A Look At Crown Holdings (CCK) Valuation After Recent Share Price Momentum Shift

Crown Holdings stock in focus after recent performance shift Crown Holdings (CCK) has moved onto investor watchlists after a recent share price swing, with the stock showing a 0.9% decline over the past day but gains across the week and past 3 months. See our latest analysis for Crown Holdings. At a share price of $114.20, Crown Holdings has seen short term momentum pick up, with a 7 day share price return of 9.46% and a 1 year total shareholder return of 32.15% pointing to improving...
NYSE:NIO
NYSE:NIOAuto

NIO (NIO) Valuation Check As 2025 Profit Target And 1 Million Deliveries Signal Possible Turning Point

NIO (NYSE:NIO) is back in focus after projecting an operating profit for the fourth quarter of 2025. The company also reported January deliveries that were 96.1% higher year over year, pushing cumulative deliveries past 1,000,000 vehicles. See our latest analysis for NIO. Despite the profit outlook and strong delivery headlines, NIO’s share price has been under pressure, with a 1-day share price return of 5.86% contrasting with a 90-day share price return decline of 31.49% and a 3-year total...
NYSE:SJM
NYSE:SJMFood

Assessing J. M. Smucker (SJM) Valuation After Cautious Analyst Updates And Executive Changes

Recent caution from major Wall Street firms on J. M. Smucker (SJM) is colliding with fresh leadership news, as the company appoints veteran marketer Katie Williams as Chief Marketing Officer, effective March 9. See our latest analysis for J. M. Smucker. Those leadership changes arrive as the share price has picked up, with a 13.09% year to date share price return and a 13.94% 1 month share price return. However, the 3 year total shareholder return of a 17.33% decline suggests longer term...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

Assessing CSX (CSX) Valuation After Executive Leadership Transition And Recent Share Price Momentum

CSX (CSX) just announced a leadership transition, with longtime Executive Vice President and Chief Administrative Officer Diana Sorfleet retiring. Riz Chand will take over as Chief Human Resources Officer and will report directly to CEO Steve Angel. See our latest analysis for CSX. The leadership changes come as CSX shares trade at US$39.87, with a 7 day share price return of 5.28% and a 30 day share price return of 10.54%. The 1 year total shareholder return of 23.73% and 5 year total...
NYSE:SNOW
NYSE:SNOWIT

Assessing Snowflake (SNOW) Valuation After $200 Million OpenAI Partnership And New AI Product Launches

Snowflake (SNOW) is back in focus after a multi year, $200 million partnership with OpenAI and a series of AI product launches, including Cortex Code and new semantic automation tools for enterprise customers. See our latest analysis for Snowflake. The flurry of AI product launches and the OpenAI deal come against a weak recent trading backdrop, with a 30 day share price return of 33.18% decline and a 1 year total shareholder return of 15.91% loss, suggesting current momentum is fading...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Partnerships Target Automated Cybersecurity And AI Governance For Agencies

Leidos Holdings (NYSE:LDOS) announced new partnerships with RegScale and Trustible to automate cybersecurity and AI governance for U.S. federal agencies. The collaborations are being deployed with the U.S. Air Force and multiple federal organizations, focusing on risk management, compliance, and AI oversight. RegScale integration targets automated cybersecurity risk and compliance workflows, while Trustible supports automated AI governance within federal operations. Leidos is a major...
NasdaqCM:PLYX
NasdaqCM:PLYXBiotechs

Polaryx Therapeutics (PLYX) Valuation Check After Sharp Single Day Share Price Decline

Polaryx Therapeutics (PLYX) has drawn investor attention after a sharp 28.9% single day share price decline, with the stock closing at US$16. This move comes against a year to date return of negative 54.3%. See our latest analysis for Polaryx Therapeutics. The sharp 28.9% single day share price return decline and the year to date share price return of 54.3% point to fading momentum, suggesting that recent moves reflect shifting risk perception more than steady longer term sentiment. If...
NYSE:SCI
NYSE:SCIConsumer Services

Service Corporation International (SCI) Is Up 7.0% After New US$2.5b Credit Deal And Dividend Hike

Service Corporation International recently reached a new 52-week high after securing a US$2.50 billion credit agreement with JPMorgan Chase Bank and other lenders and announcing a 6.3% increase in its quarterly cash dividend, payable on December 31, 2025. Together, the expanded credit capacity and higher dividend highlight management’s focus on balance sheet flexibility while steadily increasing cash returns to shareholders. Next, we will examine how the expanded US$2.50 billion credit...
NYSE:PK
NYSE:PKHotel and Resort REITs

Did Park Hotels & Resorts' (PK) Portfolio Shift and Refinancing Just Reframe Its Investment Narrative?

Park Hotels & Resorts recently drew attention as major brokerages issued mixed ratings ahead of its upcoming Q4 and full-year 2025 results, while the company continued reshaping its portfolio and refinancing debt maturities with US$2.00 billion in credit facilities. This flurry of analyst views, combined with Park’s shift toward higher-quality domestic assets and efforts to address near-term debt, highlights how governance, balance sheet management, and asset quality are becoming central to...
NYSE:O
NYSE:ORetail REITs

The Bull Case For Realty Income (O) Could Change Following Its $1.5 Billion GIC Logistics Push

Realty Income has recently pushed further overseas by making its first investment in Mexico and entering a partnership with Singapore’s GIC to commit over US$1.50 billion to build-to-suit logistics real estate, while continuing to expand its long-term, triple-net leased property portfolio. This move deepens the company’s diversification beyond U.S. retail properties, aligning its long-running monthly dividend model with a broader mix of geographies and industrial assets. We’ll now look at...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms Turns Rockdale Power Into AMD AI Data Center Hub

Riot Platforms (NasdaqCM:RIOT) has entered a high performance computing data center agreement with AMD as its first third party tenant. The company has signed a data center lease with AMD valued at up to US$1b. Riot has acquired additional land in Rockdale, Texas to support this new data center build out beyond Bitcoin mining. Riot Platforms is best known for its Bitcoin mining operations, and this AMD partnership places the company more directly in the broader digital infrastructure and AI...
NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Assessing AtriCure (ATRC) Valuation After Mixed Share Performance And Clinical Trial Progress

AtriCure (ATRC) has drawn investor attention after a period of mixed share performance, with a loss of 9.18% over the past month but a 16.83% gain in the past 3 months. See our latest analysis for AtriCure. At a share price of $36.80, AtriCure’s recent 7 day and 1 month share price returns of 2.57% and 9.18% declines contrast with a 16.83% gain over 90 days. The 1 year, 3 year and 5 year total shareholder returns of 10.96%, 13.92% and 41.49% declines indicate that momentum has only recently...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Partnerships With Intuit And Expedia Test Power Of Embedded BNPL

Affirm Holdings (NasdaqGS:AFRM) has expanded partnerships with Intuit's QuickBooks, Expedia Group, Bolt, and Fiserv to become a default buy now, pay later option across business, travel, e-commerce, and banking platforms. Affirm is set to be the exclusive buy now, pay later provider for QuickBooks Payments, a major checkout partner in Bolt, and the exclusive provider for select Expedia Group travel brands in the US. Through Fiserv, thousands of banks and credit unions are expected to gain...
NYSE:BBU
NYSE:BBUIndustrials

Does Earnings Beat, Share Buyback And Reorganization Plan Change The Bull Case For Brookfield Business Partners (BBU)?

Brookfield Business Partners L.P. recently reported fourth-quarter 2025 sales of US$7,094 million and a quarterly net loss of US$42 million, while affirming plans for a US$0.0625 per-share dividend tied to its pending corporate reorganization and an ongoing annual dividend of US$0.25 per share. Alongside completing a US$72 million buyback of 2,100,000 shares and modestly reducing its annual net loss to US$26 million, the business attracted supportive analyst commentary highlighting capital...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Is It Time To Reassess Waystar Holding (WAY) After The Recent Share Price Slide?

If you are trying to figure out whether Waystar Holding stock now offers value, it helps to step back from the recent share price swings and look at what the current market price might be implying. Over the recent period, the shares closed at US$23.99, with returns of a 13.1% decline over 7 days, a 24.5% decline over 30 days, a 23.5% decline year to date, and a 42.8% decline over 1 year, which may prompt questions about how risk and potential reward are being priced in. These moves sit...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Resets Business Model With US$9.7b Microsoft AI Cloud Deal

NasdaqGS:IREN has signed a long term, US$9.7b partnership with Microsoft focused on AI cloud services. The company is transitioning its core operations away from bitcoin mining toward AI driven cloud infrastructure. IREN is advancing its large scale Sweetwater project to support this shift in data center capacity. For you as an investor, the key shift is that NasdaqGS:IREN is repositioning from a crypto mining operator to an AI focused infrastructure provider. Instead of relying mainly on...
NYSE:TFC
NYSE:TFCBanks

Truist’s New AI Receivables Platform And What It Means For Valuation

Truist Financial (NYSE:TFC) has launched an AI powered integrated receivables platform for commercial and corporate clients. The new platform uses machine learning tools to support cash management, operational efficiency, and fraud controls. The offering targets long standing receivables and payments pain points for finance teams across Truist’s business client base. For investors watching Truist Financial at a share price of $55.14, this move sits alongside a period of positive stock...
NYSE:KWR
NYSE:KWRChemicals

Assessing Quaker Chemical (KWR) Valuation After Earnings Beat And Stronger High Value Formulation Demand

Quaker Chemical (KWR) drew fresh attention after its recent earnings modestly topped expectations, with management pointing to strong customer demand, realized synergies, and greater use of higher-value formulations as key drivers. See our latest analysis for Quaker Chemical. The recent earnings beat has been followed by strong momentum in the share price, with a 1-month share price return of 20.28% and a 90-day share price return of 29.22%. The 1-year total shareholder return of 26.60%...
NYSE:GS
NYSE:GSCapital Markets

Is It Too Late To Consider Goldman Sachs (GS) After Its Strong Multi Year Share Price Run?

If you are asking whether Goldman Sachs Group shares still offer value after a strong run, you are not alone. This article is set up to help you frame that question clearly. The stock last closed at US$913.30, with returns of 44.4% over 1 year, 162.5% over 3 years and 238.0% over 5 years, while the year to date move sits close to flat at a 0.1% decline. Recent headlines around Goldman Sachs Group have focused on its role as a major global investment bank and financial services provider,...
NYSE:DRI
NYSE:DRIHospitality

Darden Shutters Bahama Breeze To Reuse Sites For Higher Return Brands

Darden Restaurants (NYSE:DRI) is discontinuing the Bahama Breeze brand and closing 14 locations. Roughly half of the remaining Bahama Breeze sites will be converted to other Darden concepts. The move is part of a broader portfolio reshaping focused on brands with stronger unit economics. Darden Restaurants, trading at $212.22, is acting on a full review of its brand portfolio by winding down Bahama Breeze and reallocating those locations to concepts it views as more scalable. The stock has...
NYSE:SKY
NYSE:SKYConsumer Durables

Champion Homes (SKY) Margin Improvement Tests Bullish Narratives Despite Premium Valuation

Champion Homes (SKY) reported Q3 2026 revenue of US$656.6 million with basic EPS of US$0.97. This comes against a backdrop where trailing twelve month figures show revenue of about US$2.6 billion and EPS of US$3.77. The company has seen quarterly revenue move between US$593.9 million and US$701.3 million over the past six reported periods, while basic EPS has ranged from US$0.63 to US$1.13. This performance contributes to trailing net income of US$213.6 million. With net profit margin at 8.1%...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Weatherford International (WFRD) Margin Slippage To 8.8% Tests Bullish Earnings Narratives

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...