U.S. Software Stock News

NYSE:HIMS
NYSE:HIMSHealthcare

Hims & Hers Health (HIMS) Is Down 6.1% After Expanding GLP-1 Access With Novo Nordisk Collaboration

In late March 2026, Hims & Hers Health announced a renewed collaboration with Novo Nordisk, adding a broad range of FDA-approved GLP-1 medications, including Wegovy weight loss pills and injections, plus Ozempic for Type 2 diabetes, to its telehealth platform with memberships starting at US$39 for the first month and medication prices from US$149 a month. The partnership deepens Hims & Hers’ push into medically supervised weight management by pairing branded GLP-1 access with ongoing virtual...
NYSE:KNSL
NYSE:KNSLInsurance

Is Kinsale Capital Group (KNSL) Pricing Aligning With Recent Share Price Weakness

If you are wondering whether Kinsale Capital Group's current share price offers good value or carries extra risk, a useful starting point is to look closely at what the market is paying for the business today. The stock last closed at US$345.26, with returns of 1.1% over 7 days, a 7.2% decline over 30 days, a 12.0% decline year to date, and a 20.9% decline over 1 year, set against gains of 10.6% over 3 years and 107.4% over 5 years. Recent coverage has focused on Kinsale Capital Group as a...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

Will SoundHound AI's (SOUN) Deeper Role in Quálitas Claims Automation Reshape Its Insurance Narrative?

On 2 April 2026, Mexican auto insurer Quálitas announced it has upgraded and expanded its use of SoundHound AI’s agentic platform, extending beyond contact-center work to handle end-to-end claims processes such as roadside assistance, theft reports, broken glass claims, and ambulance dispatch. The deployment now automates a majority of Quálitas’ high-volume customer interactions, highlighting how SoundHound’s agentic AI is moving deeper into mission-critical insurance workflows and...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Electric Vehicles Update - Charging Forward: Expanding U.S. Infrastructure With Green Rain

Green Rain Energy Holdings, Inc. has made significant strides in expanding electric vehicle (EV) infrastructure across U.S. markets, marking a pivotal transition from strategy to execution. Recently, the company has completed the installation of several EV charging stations, including in San Diego and Rochester, which are key components of a growing network designed to meet the rising demand for EV charging. This expansion responds to shifting global energy markets, with rising fuel costs and...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Is Fannie Mae (OTCPK:FNMA) Pricing Reflect Recent Housing Finance Debate And Valuation Estimates

If you are wondering whether Federal National Mortgage Association at around US$6.37 is still attractively priced or already ahead of itself, the starting point is understanding how its current share price compares with different estimates of fair value. The stock has had a mixed run, with a 12.3% decline over the last week and a modest 0.5% decline over the last month, yet it still shows a 22.5% gain over the past year and a very large multi year return compared with five years ago. Recent...
NYSE:WM
NYSE:WMCommercial Services

A Look At Waste Management (WM) Valuation After CIBC Highlights Sector Resilience And AI Productivity Gains

CIBC Capital Markets’ Q1/26 solid waste earnings preview puts Waste Management (WM) in focus, as the firm highlights sector resilience tied to inflation-plus pricing, margin expansion, AI-driven productivity and ongoing M&A activity. See our latest analysis for Waste Management. At a share price of US$233.31, Waste Management has seen an 8.03% 90 day share price return and a 9.41% 1 year total shareholder return. This performance suggests momentum that aligns with renewed interest following...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

A Look At Zscaler (ZS) Valuation As Strong Earnings Momentum Draws Investor Attention

Why Zscaler Is Suddenly Back on Investors’ Radar Zscaler (ZS) has jumped into focus after ranking among the most searched stocks, as investors react to expectations for earnings and revenue growth, as well as a track record of beating prior consensus estimates. See our latest analysis for Zscaler. Despite the latest 1 day share price return of 1.84% lifting Zscaler to US$142.09, the 30 day share price return of 13.39% and year to date share price return of 35.58% lower suggest momentum has...
NYSE:AI
NYSE:AISoftware

Assessing C3.ai (AI) Valuation After Prolonged Share Price Weakness And Ongoing Losses

C3.ai stock overview C3.ai (AI) has drawn investor attention after a period marked by mixed share performance, including a one-month return of about a 5% decline and a past three-month return of about a 36% decline. With a market cap near US$1.27 billion and annual revenue of about US$307.4 million against a net loss of roughly US$434.5 million, the stock currently reflects a focus on growth rather than mature profitability. See our latest analysis for C3.ai. At a share price of US$8.73,...
NYSE:UPS
NYSE:UPSLogistics

A Look At United Parcel Service (UPS) Valuation After Mixed Return Trends And Conflicting Fair Value Signals

Recent share performance snapshot United Parcel Service (UPS) shares recently closed at US$97.57, with a 0.4% gain on the day. The stock has recorded negative returns over the past week, month, and past 3 months, alongside a 13.4% total return over the past year. See our latest analysis for United Parcel Service. The recent 1-day share price gain sits against weaker short term share price returns over the past quarter. The 1-year total shareholder return of 13.4% also contrasts with much...
NYSE:MPC
NYSE:MPCOil and Gas

Upgraded Earnings Outlook Might Change The Case For Investing In Marathon Petroleum (MPC)

In recent months, Marathon Petroleum has seen analysts lift their consensus annual earnings estimates by 16.3%, with the company now ranked #2 (Buy) by Zacks, reflecting stronger short-term earnings potential relative to many Oils-Energy peers. This earnings optimism, coupled with Marathon Petroleum’s stronger year-to-date performance against its sector, highlights how analyst sentiment can materially shape expectations for the refiner’s near-term profitability profile. Against this backdrop...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

A Look At Establishment Labs Holdings (ESTA) Valuation After Passing Five Million Motiva Devices In The Market

Why the five million device milestone matters for investors Establishment Labs Holdings (ESTA) recently reported that more than five million Motiva breast aesthetics and reconstruction devices are now in the market, with adoption across over 100 countries and momentum in the United States. See our latest analysis for Establishment Labs Holdings. The five million device milestone arrives after a mixed price pattern, with a 1 year total shareholder return of 116.07% but a 30 day share price...
NYSE:ASB
NYSE:ASBBanks

Associated Banc-Corp Merger And New Director Shape Midwest Growth Story

Associated Banc-Corp (NYSE:ASB) has completed its merger with American National Corporation, expanding its market reach. The transaction adds to ASB's total assets and presence in key banking markets. Following the merger, former American National Bank executive Wende Kotouc has been appointed to ASB's Board of Directors. Associated Banc-Corp operates as a regional banking group, offering services such as lending, deposits, and treasury management to retail and commercial clients. With this...
NYSE:MDU
NYSE:MDUGas Utilities

How Investors Are Reacting To MDU Resources Group (MDU) Analyst Support Amid Dividend Strength

In recent days, Argus reaffirmed its positive view on MDU Resources Group, highlighting the utility’s 87-year record of uninterrupted dividends and nearly 8% dividend growth over the past twelve months. Analysts also underscored MDU’s positioning as a smaller regional utility that may appeal to investors seeking steadier income during periods of geopolitical uncertainty and mixed quarterly results. Against this backdrop of sustained dividend strength, we’ll explore how the latest analyst...
NYSE:DFIN
NYSE:DFINCapital Markets

A Look At Donnelley Financial Solutions (DFIN) Valuation As It Accelerates Its Shift To Cloud Software

Business transformation puts Donnelley Financial Solutions in focus Donnelley Financial Solutions (DFIN) is drawing attention as it accelerates its move from traditional financial printing to cloud software, emphasizing recurring SaaS revenue and automated compliance and disclosure workflows for global clients. See our latest analysis for Donnelley Financial Solutions. At a share price of US$49.14, Donnelley Financial Solutions has delivered a 7.7% year to date share price return and a 28.4%...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock’s New IQQ ETF Takes On Invesco And Prompts Valuation Review

BlackRock has launched the iShares Nasdaq 100 ETF, trading under ticker IQQ, entering the US Nasdaq 100 ETF segment. The new fund directly competes with Invesco's long established Nasdaq 100 product, challenging its near exclusive position in this market. The move reflects Nasdaq's broader index licensing approach and introduces another option for investors seeking US listed, technology focused exposure. BlackRock, listed on NYSE:BLK, is adding IQQ at a time when its shares trade around...
NYSE:UBER
NYSE:UBERTransportation

Uber Expands Premium Travel And Retail Delivery With Blacklane And Ace

Uber Technologies (NYSE:UBER) plans to acquire premium chauffeur service Blacklane, expanding into executive travel across more than 500 cities worldwide. The company is also launching a nationwide retail delivery partnership with Ace Hardware, covering over 3,700 stores through Uber Eats. Both moves extend Uber beyond its core rideshare and restaurant delivery services into higher end travel and broad retail delivery. For investors tracking NYSE:UBER, these announcements touch two...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Three Mile Island Delay Tests Constellation Energy Post Calpine Expansion Story

Constellation Energy (NasdaqGS:CEG) is facing delays in restarting the Three Mile Island nuclear facility due to holdups in power transmission project approvals. The restart is also dependent on federal regulatory waivers, which add another layer of timing uncertainty. This setback affects the company’s post Calpine acquisition expansion plans and its ability to bring additional nuclear capacity online. Constellation Energy runs a large power generation and energy supply business, including...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Middle East Tensions Lift Oil Prices And Refocus Attention On Viper Energy

Geopolitical tensions in the Middle East have recently escalated, pushing global oil prices sharply higher. Higher benchmark oil prices are expected to lift cash flows for U.S. shale royalty companies, including Viper Energy (NasdaqGS:VNOM). This new macro driver has started to attract fresh investor attention to oil and gas royalty names beyond their latest revenue results. Viper Energy focuses on owning mineral and royalty interests in U.S. shale plays, so its cash flows are closely tied...
NYSE:AHR
NYSE:AHRHealth Care REITs

A Look At American Healthcare REIT (AHR) Valuation After Its New Credit Facility And ATM Equity Program

Why American Healthcare REIT’s latest financing moves matter American Healthcare REIT (AHR) recently overhauled its financing, amending its main credit facility to extend revolving loan maturities, expand borrowing capacity, and tighten financial covenants, while also launching a sizeable at the market equity program. See our latest analysis for American Healthcare REIT. At a share price of $47.60, American Healthcare REIT has had a mixed year on the screen, with a 30 day share price return...
NasdaqGS:CPB
NasdaqGS:CPBFood

Is There Now An Opportunity In Campbell's (CPB) After Its Sharp Share Price Slump

Wondering if Campbell's current share price reflects its true worth, or if the recent slump has created an opening that the market has not fully recognized yet? The stock last closed at US$20.88, with returns of a 6.2% decline over 7 days, a 19.1% decline over 30 days, a 24.6% decline year to date, a 40.0% decline over 1 year, a 57.5% decline over 3 years, and a 48.4% decline over 5 years. These moves sit against a backdrop of ongoing coverage of Campbell's as a packaged food name, with...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Moderna Flu And RSV Data Highlight Progress Toward Repeat Vaccination Business

Moderna (NasdaqGS:MRNA) will present late breaking Phase 3 data on its mRNA-1010 flu vaccine and mRESVIA RSV vaccine at the 2026 European Society of Clinical Microbiology and Infectious Diseases Congress. Interim results show strong immune response in individuals who received repeat doses of these vaccines. The data set includes information on immune response and tolerability in revaccinated participants. For Moderna, known widely for its COVID-19 vaccine, these new mRNA-1010 and mRESVIA...
NYSE:EOG
NYSE:EOGOil and Gas

A Look At EOG Resources (EOG) Valuation After Its Recent Share Price Strength

EOG Resources (EOG) has drawn attention after recent trading, with the share price closing at $144.23 and showing mixed short term moves. This includes a 0.8% gain over the past day and a small 7 day pullback. See our latest analysis for EOG Resources. For context, the recent 1 month share price return of 9.8% and 90 day share price return of 40.6% come on top of a 1 year total shareholder return of 42.5%. This suggests momentum has been building over both shorter and longer periods. If you...
NYSE:FAF
NYSE:FAFInsurance

First American Financial Links AI Recognition To Governance And Dividend Story

First American Financial (NYSE:FAF) received industry recognition for its responsible use of artificial intelligence across the enterprise. Kate Pisano, the company’s lead strategic operations manager, was named one of HousingWire’s 2026 Rising Stars for her role in driving AI adoption. The award highlights company wide AI enablement, formal governance structures, and employee support tied to new technology tools. First American Financial, a major player in title insurance and real estate...
NYSE:KO
NYSE:KOBeverage

Is Coca-Cola (KO) Offering A Valuation Opportunity After Recent Share Price Strength

If you have ever wondered whether Coca-Cola's share price matches what you are actually getting as an investor, this is a good moment to look closely at what the current valuation might be telling you. Coca-Cola recently closed at US$75.91, with returns of 9.8% year to date and 14.2% over the last year, even though the stock has seen a 0.2% decline over 7 days and a 1.5% decline over 30 days. Recent coverage has focused on Coca-Cola's role as a global consumer staples name, with attention on...