U.S. Software Stock News

Iridium Communications (IRDM) has drawn fresh attention after affirming a quarterly dividend of US$0.1500 per share. The dividend is payable on March 31, 2026, with both the ex date and record date set for March 16, 2026. See our latest analysis for Iridium Communications. The dividend affirmation comes as Iridium Communications trades at US$24.80, with recent momentum reflected in a 20.0% 1 month share price return and 39.6% year to date share price return. This contrasts with a 6.9% 1 year...

Honeywell International (NasdaqGS:HON) has entered a new partnership with FOM Technologies to apply AI to battery manufacturing automation. The collaboration focuses on optimizing electrode production at the Alabama Mobility and Power Center, with potential use in other facilities over time. The initiative targets improved yields, safety, and scalability for next generation battery materials and related applications. For investors watching NasdaqGS:HON, this move adds another dimension to...

What RH’s recent share performance signals for investors RH (RH) has drawn attention after a recent pullback, with the stock down about 32% over the past month and about 8.6% over the past 3 months, prompting fresh questions around its current valuation and business performance. See our latest analysis for RH. That short term pullback sits within a tougher stretch for holders, with a year to date share price return of a 27.6% decline and a 1 year total shareholder return of a 41.9% decline...

First Commonwealth Financial (FCF) has recently drawn investor attention after a period of mixed share performance, with the stock showing a 1 day decline of 1.47% and a 10.25% drop over the past month. See our latest analysis for First Commonwealth Financial. That short term pressure, including a 7 day share price return of a 6.27% decline and a 30 day share price return of a 10.25% decline, contrasts with a 12.02% total shareholder return over the past year. This suggests longer term...

What the recent move in News (NWSA) could mean for investors News (NWSA) has attracted attention after a recent price move, with the stock showing a small gain over the past week and a stronger rise over the past month despite weaker past 3 months and 1 year returns. See our latest analysis for News. For context, News has a 1 month share price return of 6.6% but a 1 year total shareholder return decline of 8.8% and a 3 year total shareholder return of 55.9%. This suggests recent momentum is...

Why the recent governance event at CVR Partners (UAN) matters for investors CVR Partners (UAN) has disclosed the passing of independent director Brian A. Goebel, who chaired its Audit Committee, leaving the partnership temporarily out of compliance with New York Stock Exchange audit committee requirements. The board now has five members, including two independent directors, and the Audit Committee has two independent members instead of the three required by NYSE rules. The partnership has...

In late February 2026, Delek US Holdings, Inc. reported fourth-quarter 2025 results showing sales of US$2,429.4 million and net income of US$78.3 million, and confirmed it had completed a share repurchase program totaling 21,331,155 shares for US$606.09 million since its November 2018 authorization. For 2025 overall, Delek US Holdings reduced its net loss to US$22.8 million while returning capital through buybacks amounting to about 30.7% of its shares, highlighting a combination of improved...

If you are wondering whether StubHub Holdings at around US$7.58 is a bargain or a value trap, it helps to slow down and look closely at what the current price might be implying. The stock has been under pressure recently, with returns of a 25.5% decline over the last 7 days, a 25.0% decline over the last 30 days and a 47.0% decline year to date, which can change how the market is thinking about both upside potential and risk. Recent coverage has focused on StubHub Holdings as a way to gain...

Toll Brothers (NYSE:TOL) announced a 4% dividend increase, marking its sixth consecutive year of raising the payout. The new dividend policy was approved recently and extends the company’s track record of returning cash to shareholders. This move reinforces the role of regular dividends as part of the overall shareholder return profile for Toll Brothers. For investors watching NYSE:TOL, the dividend news comes after a mixed run in the share price over different time frames. The stock is...

Centessa Pharmaceuticals recently reported past Phase II progress for its orexin agonist ORX750 in narcolepsy type 1, narcolepsy type 2 and idiopathic hypersomnia, highlighting clinically meaningful effects alongside a favorable safety and tolerability profile. The company also outlined plans for registrational studies in rare hypersomnias, expanded its open-label extension to four weeks, and began preparing for regulatory engagement and commercial build-out, underscoring how central ORX750...

Reddit (NYSE:RDDT) has integrated with health marketing platform PulsePoint to give healthcare advertisers direct access to Reddit inventory. The partnership supports omnichannel healthcare campaigns that include Reddit alongside other digital media channels. Healthcare marketers can use PulsePoint's tools to plan, activate and measure targeted campaigns on Reddit. For Reddit, this move fits within its push to build out more specialized revenue streams from its large community and content...

Power Integrations (POWI) has drawn fresh attention after Director Balu Balakrishnan reported an automatic sale of 10,080 shares to cover tax from vested restricted stock, alongside mixed quarterly results and a 7% global workforce reduction. See our latest analysis for Power Integrations. The recent 3.95% 1 day share price return to US$46.85 and 25.44% 90 day share price return contrast with a 1 year total shareholder return decline of 15.64%, suggesting shorter term momentum has picked up...

On February 27, 2026, GEO Group’s Chief Financial Officer and Senior Vice President, Mark J. Suchinski, informed the company he would leave effective March 31, 2026, and GEO subsequently appointed long-time finance executive Shayn March as CFO and Senior Vice President, effective April 1, 2026. The transition places a 17-year GEO veteran with prior Acting CFO experience in charge of financial stewardship just as some institutional investors have exited amid concerns about the company’s...

If you are wondering whether MACOM Technology Solutions Holdings at around US$222.55 is still reasonably priced after its strong run, you are not alone. This article will focus on what that price might imply about value. The stock has seen a 6.9% decline over the past week and a 5.6% decline over the past month, yet it still sits on returns of 27.2% year to date and 108.0% over the past year, with a 224.5% return over three years and 233.3% over five years. Recent attention on the...

If you are wondering whether Scorpio Tankers at around US$73.26 still offers value after its strong run, this article will walk through what the current price could mean for long term investors. The stock has been volatile recently, with a 7 day return of an 8.6% decline, a 30 day return of 8.2%, and year to date and 1 year returns of 47.4% and 98.8% respectively. This shows that sentiment around the shares has clearly shifted over different time frames. Recent company specific news has kept...

Why Eos Energy Enterprises (EOSE) is in focus now Eos Energy Enterprises (EOSE) is back in the spotlight after reporting 2025 revenue of US$114.2 million, which was well below earlier guidance, and after facing multiple class action lawsuits tied to production issues and past disclosures. See our latest analysis for Eos Energy Enterprises. At a share price of US$6.45, Eos has had a very weak recent run, with a 1 month share price return of a 51.28% decline and a 3 month share price return of...

Netskope, Inc. has reported its fourth-quarter 2026 results, with sales of US$196.33 million and a net loss of US$56.77 million, and unveiled guidance for fiscal 2027 alongside the launch of its Netskope One AI Security suite. The introduction of Netskope One AI Security, which combines agentic AI protection, guardrails, gateways, and red teaming in a unified platform, positions the company directly in the emerging market for securing generative and enterprise AI use. We’ll now examine how...

Upcoming earnings as a potential catalyst Qfin Holdings (QFIN) has scheduled the release of its unaudited fourth quarter and full year 2025 results after U.S. markets close on March 17, 2026, followed by an earnings conference call. See our latest analysis for Qfin Holdings. Qfin Holdings' share price has come under pressure ahead of the earnings release, with a 1 day share price return of 2.20% decline, a 30 day share price return of 12.91% decline and a 1 year total shareholder return of...

Agilent Technologies (NYSE:A) has launched Agilent Advanced Therapeutics, a unified CDMO platform. The platform integrates BIOVECTRA in Canada and Nucleic Acid Solutions in Colorado to support end to end drug development and manufacturing. The move is aimed at offering biopharma customers a single partner from discovery through commercial scale production. Agilent Technologies, trading at $115.42, is adding a new CDMO platform on top of its existing life sciences tools and services. The...

Advance Auto Parts, Inc. recently appointed veteran retail and finance executive Cynthia Jamison as an independent director to its Board, while senior leaders prepared to speak at the UBS Global Consumer and Retail Conference in New York. Her extensive boardroom experience at companies like Darden Restaurants, Tractor Supply and Big Lots brings additional financial oversight and retail governance expertise at a time when Advance Auto Parts is working through a complex operational turnaround...

Atlantic Union Bankshares Corporation recently presented at the 47th Annual Raymond James Institutional Investor Conference in Orlando, drawing fresh attention from institutional investors. This event coincides with elevated call-option implied volatility and more optimistic analyst views, highlighting growing interest in the bank’s earnings outlook and risk profile. We’ll now examine how this heightened options activity and analyst optimism interact with Atlantic Union Bankshares’ existing...

Campbell's (CPB) has just reported its latest results with Q2 2026 revenue of US$2.68 billion and basic EPS of US$0.65, setting the tone for how the rest of the year may shape up. Looking back over recent quarters, revenue has moved between US$2.29 billion in Q4 2024 and US$2.77 billion in Q1 2025, while basic EPS has ranged from a small loss of US$0.01 in Q4 2024 to US$0.73 in Q1 2025. This gives investors a clear view of how sales and earnings have tracked into this quarter. With net income...

Conference spotlight and why AIRO is on more investor radars AIRO Group Holdings (AIRO) is set to present at the 2026 Cantor Global Technology & Industrial Growth Conference on March 11 in New York, giving investors a closer look at its aerospace and defense business. With Co Founder and Executive Chairman Chirinjeev Baboo Kathuria, Chief Executive Officer Joe Burns and Chief Financial Officer Mariya Pylypiv on stage, the session could offer more detail on AIRO’s drone, avionics, training and...

Prudential Financial (PRU) is back in focus after the board appointed CEO Andrew Sullivan as chairman, while former executive chairman Charles Lowrey transitions to a senior advisor role ahead of his planned retirement. See our latest analysis for Prudential Financial. The leadership change comes after a weaker patch for the shares, with a 90 day share price return of an 18.89% decline and a 1 year total shareholder return of a 5.74% decline, contrasting with a 37.66% gain over three years as...