U.S. Software Stock News

Okta (OKTA) has put AI security in focus with the launch of Okta for AI Agents, a new platform designed to discover, register, and govern AI agents across enterprise environments in real time. See our latest analysis for Okta. The recent Okta for AI Agents launch and board changes come against a mixed backdrop, with short term momentum improving, including a 1 month share price return of 9.17%, while the 1 year total shareholder return of 30.31% decline shows longer term pressure. If AI...

Global content hit puts a spotlight on iQIYI’s stock iQIYI (NasdaqGS:IQ) has drawn fresh investor attention after its historical romance series “Pursuit of Jade” quickly climbed internal popularity rankings and Google Trends, highlighting the platform reach of its long form video business. See our latest analysis for iQIYI. Despite the attention around “Pursuit of Jade,” iQIYI’s recent share price performance has been weak, with a 30 day share price return of 31.32% and a 1 year total...

Earlier this month, e.l.f. Beauty participated in Shoptalk Spring 2026 at Mandalay Bay in Las Vegas, where Chief Digital Officer Ekta Chopra discussed the company’s digital and retail initiatives. This appearance comes as e.l.f. integrates its Rhode acquisition, adding a premium skincare brand that broadens its portfolio and distribution opportunities amid tariff and cost pressures. Next, we’ll examine how the Rhode acquisition and digital focus discussed at Shoptalk may influence e.l.f...

Earlier this week, IMAX Corporation reported that Amazon/MGM Studios’ “Project Hail Mary” generated US$28.00 million at the global box office, including US$16.40 million domestically on IMAX screens that represent only about 1% of North American theaters, while broader markets reacted to easing U.S.–Iran tensions and falling oil prices. The film’s early IMAX 70mm rollout and high share of opening-weekend ticket sales highlight how premium format releases can amplify demand and underscore...

Huntsman Corporation has recently opened its expanded Performance Products manufacturing facility in Petfurdo, Hungary, increasing global capacity and technological capabilities across polyurethane, coatings, metalworking and electronics, with support from a Hungarian government investment grant. This expansion underscores Huntsman’s emphasis on higher-value specialty chemicals and regional partnerships that can reinforce the company’s longer-term operational and product innovation...

Earlier in March 2026, NIO Inc. reported its first-ever quarterly net profit, with fourth-quarter 2025 revenue rising to CNY 34,650.24 million and issuing first-quarter 2026 guidance for 80,000–83,000 vehicle deliveries and total revenue of about US$3.50–US$3.60 billion. This combination of a profitable quarter, strong revenue guidance, and an upbeat analyst upgrade has sharpened investor focus on NIO’s ability to improve margins while scaling its global expansion plans. We’ll now examine...

Wondering if Applied Materials at around US$361.79 still offers value after a strong run? This article focuses on what the current price could mean for you. The stock has posted a 4.5% return over the last 7 days and 34.6% year to date, with a 135.6% return over 1 year and 212.3% over 3 years. The 30 day return stands at a 3.6% decline. Recent coverage has highlighted Applied Materials as one of the key names investors watch in the semiconductor space, with attention on how demand for...

In recent weeks, PayPal Holdings has broadened access to its dollar-backed stablecoin PYUSD to 70 markets, supported Venmo’s first global peer-to-peer rollout across 90 countries, and seen Bybit EU GmbH add PayPal as a fiat funding and withdrawal option under the EU’s MiCA framework. Together, these moves extend PayPal’s role in cross-border payments and digital assets, potentially deepening user engagement across both consumer and merchant ecosystems. Next, we’ll examine how PYUSD’s...

For readers wondering whether UnitedHealth Group is starting to look like value after a rough stretch, this article explains what the current share price may be implying about the company. The stock most recently closed at US$269.54, following declines of 5.6% over 7 days, 7.1% over 30 days and 19.9% year to date, with a 46.3% decline over the past year. Recent headlines have focused on UnitedHealth Group as investors reassess large US healthcare names, with market commentary often pointing...

Q1 earnings guidance and why it matters for Nucor Nucor (NUE) set the tone for its first quarter by guiding earnings to a range of $2.70 to $2.80 per diluted share, a material data point that can quickly reshape investor expectations. See our latest analysis for Nucor. The earnings guidance lands after a mixed stretch for the stock, with a 1-day share price return of 1.29% but a 30-day share price return decline of 10.77%. Meanwhile, the 1-year total shareholder return of 28.13% and 5-year...

Zeta Global Holdings (ZETA) is back in focus after its marketing platform was ranked a leader in The Forrester Wave: Email Marketing Service Providers, Q1 2026, along with improving sentiment toward growth-oriented tech names. See our latest analysis for Zeta Global Holdings. The latest recognition for Zeta’s marketing platform and a recent risk-on shift in tech have arrived alongside a 1-month share price return of 8.28% and a 1-year total shareholder return of 12.77%. However, the share...

If you are wondering whether Robinhood Markets at around US$72.49 is still offering value or if the easy money has already been made, this breakdown will help you frame that question clearly. The stock has had a mixed run, with a 3.7% decline over the last week and a 4.8% decline over the last month. Even so, it still sits on a 49.9% return over the past year and a very large gain over three years of roughly 7x. Recent coverage has focused on Robinhood's position as a widely used trading...

Earlier this month, The PNC Financial Services Group, Inc. appointed Chris Hill as its first Chief Hospitality Officer to enhance human-centered service across its more than 2,200-branch network, while the Federal Reserve proposed easing post-crisis capital requirements for mid-sized banks including PNC. This combination of a differentiated hospitality-focused role and potential capital relief positions PNC to rethink how it deploys its branch footprint and balance sheet capacity. We’ll now...

Earlier in March 2026, Goldman Sachs named HF Sinclair one of its top oil stock ideas for 2026, citing its attractive valuation, improving margins, diversified operations across midstream, marketing and lubricants, stronger-than-expected Q4 adjusted earnings of US$1.20 per share, and a maintained quarterly dividend of US$0.50. The bank also underscored how tightening refinery capacity and closures in California elevate the importance of HF Sinclair’s West Coast assets within its broader US...

Why Scorpio Tankers is back in focus Scorpio Tankers (STNG) has filed its 2025 Annual Report on Form 20-F, and has also outlined plans to sell three product tankers and take delivery of newbuildings between 2026 and 2029. See our latest analysis for Scorpio Tankers. The latest tanker sales and newbuilding plans arrive as Scorpio Tankers trades at US$70.68, with a 90-day share price return of 39.16% and a 1-year total shareholder return of 82.45%. This suggests momentum has been strong despite...

How Diebold Nixdorf’s Recent Moves Have Drawn Investor Attention Diebold Nixdorf (DBD) has come back onto investor radars after recent share price swings, including a single day move of 5.8% and a month return of 7.0% in the red. See our latest analysis for Diebold Nixdorf. The recent 1-day share price return of 5.77% and 7-day share price return of 3.29% sit against a 30-day share price return of negative 6.98%. At the same time, the year to date share price return of 18.15% and 1-year total...

Shareholders at AT&T (NYSE:T) have submitted new proposals calling for greater transparency and expanded rights. The measures seek public release of the company’s full workforce diversity data via its EEO-1 Report. Investors are also asking for the ability to act by written shareholder consent without restrictions. For investors tracking NYSE:T, this push comes as AT&T’s share price stands at $28.76, with a value score of 5 and a return of 17.1% year to date. Over the past year, the stock...

Intuitive Surgical (NasdaqGS:ISRG) is reinforcing its position in robotic-assisted surgery with new platforms and ecosystem upgrades. The company has launched the da Vinci 5 system and integrated Force Feedback, while highlighting strong contribution from its Ion platform. Intuitive Surgical reports that nearly 85% of its revenue is recurring, supported by growing procedure volumes across its installed base. Intuitive Surgical operates at the intersection of medical devices and healthcare...

Palo Alto Networks has launched Prisma Browser for Business, a secure workspace product focused on small businesses. The new offering extends enterprise-grade browser security and AI controls to smaller organizations using cloud apps and AI tools. The release targets risks such as phishing and ransomware at a time of rising browser-based attacks and wider workplace AI adoption. Palo Alto Networks, traded as NasdaqGS:PANW, is better known for serving large enterprises and government clients...

Why Waste Management is on investors’ radar today Waste Management (WM) is drawing fresh investor attention after its recent share performance, with the stock closing at US$227.53 and showing modest moves over the past week, month, and past 3 months. See our latest analysis for Waste Management. While the 1 day share price return of 1.60% and 7 day return of 3.98% point to some near term weakness around US$227.53, Waste Management’s 3 year total shareholder return of 55.12% and 5 year total...

Fidelity National Information Services (FIS) is back in focus after agreeing to a proposed US$210 million class action settlement, and it has also landed Mizuho Financial Group as a client for its Balance Sheet Manager platform in Japan. See our latest analysis for Fidelity National Information Services. Recent legal clarity from the proposed US$210 million settlement and the new Mizuho mandate comes after a challenging period. The 90 day share price return shows a 25.49% decline and the 1...

Boeing (BA) is back in focus after its CFO used the Bank of America Global Industrials Conference to reaffirm an ongoing recovery, while a fresh US$1.32b CH-47 Chinook order highlighted demand in the defense segment. See our latest analysis for Boeing. The recent Chinook order and CFO commentary come against a weaker share price backdrop, with a 30 day share price return showing a 14.49% decline and a 1 year total shareholder return of 9.68%. This combination suggests short term pressure but...

Why the OFC 2026 quantum security demo matters for Quantum Computing (QUBT) Quantum Computing (QUBT) and Ciena are showcasing a joint quantum secure communications demo at OFC 2026, highlighting integrated quantum key distribution, authentication, and high-speed AES-256-GCM optical encryption. For investors watching cybersecurity and quantum hardware, this live setup underscores how QUBT’s photonics based quantum security stack could intersect with real world network infrastructure as well as...

PROCEPT BioRobotics (PRCT) is back in focus after Aquablation therapy received a strong recommendation in updated European Association of Urology guidelines for treating benign prostatic hyperplasia. This represents a shift that could influence future procedure choices. See our latest analysis for PROCEPT BioRobotics. Despite the guideline upgrade and HYDROS rollout, the current share price of $26.02 sits against a 1 year total shareholder return of a 57.27% loss and a 3 year total...