U.S. Software Stock News

NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

Jazz Pharmaceuticals (JAZZ) Valuation After HERIZON GEA Trial Upside And Planned 2026 sBLA Filing

Jazz Pharmaceuticals (NasdaqGS:JAZZ) is back in focus after practice changing HERIZON GEA trial results and plans to file a supplemental Biologics License Application in 2026 for first line gastroesophageal adenocarcinoma therapies. See our latest analysis for Jazz Pharmaceuticals. Investors have responded positively to the HERIZON GEA update, with a 24.26% 90 day share price return from Jazz Pharmaceuticals and a 37.58% 1 year total shareholder return, suggesting momentum has picked up...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

Assessing Relay Therapeutics (RLAY) Valuation After Recent Share Price Momentum And Price To Book Discount

Why Relay Therapeutics (RLAY) is on investors’ radar Relay Therapeutics (RLAY) has drawn attention after a strong stretch of share price performance, including a positive move over the past month and an even stronger gain in the past 3 months. See our latest analysis for Relay Therapeutics. At a latest share price of $8.92, Relay Therapeutics has seen momentum build, with a 1 day share price return of 9.45% and a 90 day share price return of 44.57%, while the 1 year total shareholder return...
NYSE:ZGN
NYSE:ZGNLuxury

Assessing Ermenegildo Zegna (ZGN) Valuation After Q4 Growth Acceleration And UBS Upgrade

Ermenegildo Zegna (ZGN) is back in focus after reporting unaudited fourth quarter and full year 2025 revenues and receiving an upgrade from UBS, which has drawn fresh attention to the company’s recent operating trends. See our latest analysis for Ermenegildo Zegna. The latest unaudited revenue update and the UBS upgrade have come alongside a sharp rebound in sentiment, with a 7 day share price return of 19.56% and a 1 year total shareholder return of 20.47%. This suggests momentum has...
NasdaqGS:BPOP
NasdaqGS:BPOPBanks

Why Popular (BPOP) Is Up 9.3% After Strong 2025 Earnings And Share Buybacks

Popular, Inc. recently reported full-year 2025 results showing higher net interest income of US$2,541.2 million and net income of US$833.16 million, and it also disclosed lower quarterly net charge-offs alongside ongoing preferred and trust preferred dividend payments. The company further reinforced shareholder returns by completing a share repurchase of 1,847,274 shares for US$218.83 million while continuing regular income distributions on its hybrid securities. With earnings strength and...
NasdaqCM:ISPR
NasdaqCM:ISPRTobacco

Ispire Technology (ISPR) Loss Of US$6.6m In Q2 2026 Reinforces Bearish Narratives

Ispire Technology (NasdaqCM:ISPR) opened Q2 2026 with total revenue of about US$20.3 million and a basic EPS loss of US$0.12, alongside a net income loss of roughly US$6.6 million. This frames a clear focus on how efficiently that revenue is translating into earnings. The company has reported quarterly revenue between about US$20.1 million and US$41.8 million over the past six reported periods, while basic EPS has ranged from a loss of US$0.06 to a loss of US$0.26, giving investors a concrete...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

Ribbon Communications (RBBN) Is Down 25.2% After Swinging To 2025 Profit And Cutting 2026 Outlook – Has The Bull Case Changed?

Ribbon Communications Inc. recently reported its Q4 and full-year 2025 results, with Q4 revenue of US$227.32 million and net income of US$89.07 million, alongside issuing 2026 revenue guidance of US$160 million to US$170 million for Q1 and US$840 million to US$875 million for the full year. An interesting shift in 2025 was the move from a full-year net loss of US$54.24 million to net income of US$39.64 million, highlighting a materially improved bottom line despite relatively stable annual...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Assessing Fortinet (FTNT) Valuation After Mixed Short And Long Term Shareholder Returns

Setting the scene on Fortinet after recent performance Fortinet (FTNT) has caught investor attention after a mixed stretch in returns, with a 6.3% gain year to date but a 23.1% decline over the past year. That context frames how you might view its current fundamentals. See our latest analysis for Fortinet. Recent trading has been choppy, with a 4.85% 1 day share price return and a 4.47% 30 day share price return at a last close of $82.76. The 1 year total shareholder return of 23.1% contrasts...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Did Strong Comp Sales and Buybacks Just Shift Urban Outfitters' (URBN) Investment Narrative?

In recent updates, Urban Outfitters highlighted that comparable store sales at its existing locations have risen by an average of 4.6% over the past two years, and its sales outlook for the next 12 months points to more momentum than many apparel peers. An additional insight is that share repurchases over the past three years have helped annual earnings per share growth of 41.8% outpace the company’s revenue expansion, underscoring how capital allocation choices can amplify shareholder...