U.S. Software Stock News

In March 2026, AeroVironment reported third-quarter revenue of US$408.05 million alongside a US$151.31 million goodwill impairment, resulting in a much larger net loss and a full-year outlook calling for US$1.85 billion to US$1.95 billion in revenue and a net loss of US$218 million to US$201 million. Despite very strong top-line growth over the quarter and nine-month period, the sizable non-cash goodwill charge and guidance for continued losses raised fresh questions about the profitability...

Wondering whether Apple at around US$251.49 is still a good home for your money, or if the share price has already baked in most of the story? This article walks through what the current market price might be implying. The stock has eased back recently, with a 0.5% decline over the past week, a 4.9% decline over the past month, and a 7.2% decline year to date, while still showing returns of 14.4% over 1 year, 61.2% over 3 years, and 112.7% over 5 years. Recent headlines have focused on Apple...

Earlier this week, SoFi Technologies, Inc. was added to the FTSE All-World Index and continued to defend itself against Muddy Waters Research’s short-seller allegations, which it has called inaccurate and misleading while considering legal action. CEO Anthony Noto’s recent share purchases and SoFi’s prominent high-yield savings offering have become focal points as investors assess the company’s financial reporting and long-term positioning ahead of its upcoming earnings release. We’ll now...

Boston Beer Company overview and recent share performance Boston Beer Company (SAM) continues to attract attention as investors reassess its recent share performance and fundamentals. The stock closed at US$221.62, with a 5.7% decline over the past month and a 13.96% gain over the past three months. See our latest analysis for Boston Beer Company. The recent 1 month share price return of a 5.7% decline contrasts with a 13.96% gain over 3 months, while the 1 year total shareholder return of a...

Fastenal Company recently broke ground on a new Southeast U.S. regional operations and logistics center in Carrollton, Georgia, a significantly larger and more technologically advanced facility than its existing 252,000 square-foot Atlanta distribution hub, with room to expand to 900,000 square feet and an opening planned for spring 2027. By combining expanded capacity with next-generation warehouse technology and access to nearby educational institutions for talent recruitment, the new...

Invitation Homes (INVH) is back in focus after fresh scrutiny of large landlords and new bill proposals that could limit big housing investors, while its shares trade at a discount to underlying assets. See our latest analysis for Invitation Homes. Despite the latest dividend affirmation and ongoing debate around large landlords, Invitation Homes’ share price has slipped, with a 90 day share price return of 7.92% and a 1 year total shareholder return decline of 24.86%, pointing to fading...

Earlier in March 2026, GigaCloud Technology announced a marketplace initiative with Otto Group, under which GigaCloud will introduce select furniture and large-parcel sellers from its global network to Otto’s established European ecommerce platform. This collaboration effectively links GigaCloud’s B2B supplier base with Otto’s European customer reach, potentially deepening GigaCloud’s role as an infrastructure provider in cross-border large-parcel ecommerce. Next, we’ll examine how this Otto...

Integer Holdings (NYSE:ITGR) has entered a Cooperation Agreement with Irenic Capital Management LP. The company will add two new directors, James F. Flanagan and Aaron Kapito, to its board. The agreement also initiates a reduction in overall board size and a broader board restructuring. For shareholders watching NYSE:ITGR, this governance shift comes as the stock trades around $85.33 and shows mixed longer term returns, including an 11.1% gain year to date and a 27.2% decline over the past...

Nektar Therapeutics (NKTR) is back in focus after announcing that Phase 2b data for its lead candidate, rezpegaldesleukin, in atopic dermatitis and alopecia areata will be featured in two oral presentations at the 2026 American Academy of Dermatology meeting. See our latest analysis for Nektar Therapeutics. The rezpegaldesleukin update lands after a sharp turnaround in sentiment, with a 90 day share price return of 67.21% and a 1 year total shareholder return of almost 5x despite a weak 2025...

Event context and recent share performance Packaging Corporation of America (PKG) has drawn fresh attention after recent trading, with the stock closing at US$209.06. Over the past month, the share price shows an 11.9% decline and a small gain over the past 3 months. See our latest analysis for Packaging Corporation of America. The recent 1 day share price return of 3.1% only partly offsets a weaker 30 day share price return of 11.9%. However, the 1 year total shareholder return of 6.7% and 3...

Event driven snapshot of Travel + Leisure (TNL) Travel + Leisure (TNL) has drawn fresh attention after recent trading, with shares last closing at US$70.95 as investors weigh its mix of vacation ownership, travel memberships, and hospitality partnerships. See our latest analysis for Travel + Leisure. The recent 3.5% 1 day share price return and 3.4% 7 day share price return contrast with a 6.9% 30 day share price decline, while the 1 year total shareholder return of 50.9% points to strong...

Allison Transmission Holdings event overview Allison Transmission Holdings (ALSN) drew fresh investor attention after expanding its long-running relationship with Daimler Truck North America by adding two fully automatic transmission options to the Freightliner M2 106 Plus medium-duty lineup. See our latest analysis for Allison Transmission Holdings. The extended Daimler Truck North America deal comes at a time when Allison Transmission Holdings’ short term momentum is mixed. The stock has a...

Investors may be wondering if Cheniere Energy at US$287.20 still offers good value after its strong run, or if most of the potential upside is already reflected in the price. The stock has recently posted returns of 14.3% over 7 days, 26.8% over 30 days, 45.2% year to date and 24.1% over the last year, which can influence how the market views both its growth potential and its risk. Recent coverage has focused on Cheniere Energy's role in the global liquefied natural gas market and on how...

Why Chefs' Warehouse Is On Investors' Radar Chefs' Warehouse (CHEF) has drawn attention after recent share price moves, with the stock at US$58.16 and showing mixed returns over the past week, month, past 3 months, year, and longer horizons. See our latest analysis for Chefs' Warehouse. The share price has pulled back recently, with a 30-day share price return of -16.94%, even though the 1-year total shareholder return of 6.70% and 3-year total shareholder return of 75.98% still point to...

If you are wondering whether Bristol-Myers Squibb at around US$57 is a bargain or just fairly priced, focusing on what the current share price implies about value is a useful place to start. The stock has returned 6.6% year to date, but over the last 30 days it has recorded a 6.0% decline and over the last year it has returned negative 1.9%, which may signal that the market is reassessing growth potential or risk. Recent attention on large pharmaceutical names has been shaped by ongoing...

A bipartisan group of US senators has introduced a bill to restrict prediction markets from offering sports betting style contracts and casino type products. The proposal targets platforms such as Kalshi and Polymarket, which currently sit outside the traditional US sports betting regulatory framework. If enacted, the bill would tighten the rules around unregulated competitors to licensed sportsbooks, including Flutter Entertainment's US operations. Flutter Entertainment (NYSE:FLUT),...

Elliott Investment Management has reportedly built a multibillion dollar stake in Synopsys (NasdaqGS:SNPS). The activist investor’s position introduces the potential for discussions around Synopsys governance, capital allocation, and broader corporate priorities. Synopsys focuses on electronic design automation software and related tools that support chip design across the semiconductor value chain. With chips central to areas like AI infrastructure, automotive electronics and cloud...

Amazon.com (AMZN) is back in focus after fresh commentary around Amazon Web Services, where artificial intelligence workloads, long-term contracts with partners like OpenAI and Nvidia, and a sizable cloud backlog are reinforcing investor interest. See our latest analysis for Amazon.com. Even with AWS and AI partnerships back in the headlines, Amazon’s recent share price performance has cooled, with a 90 day share price return of a 9.43% decline and a year to date share price return of a 7.17%...

If you are wondering whether Spotify Technology's current share price lines up with its underlying value, this breakdown will help you make sense of what the numbers are saying. The stock last closed at US$492.39, with returns of a 6.0% decline over the past week, 0.4% over the past month, a 14.4% decline year to date and an 18.6% decline over the last year. The 3 year return is 280.3% and the 5 year return is 94.9%. Recent moves in the share price have kept Spotify in focus for investors...

Why Vertiv Holdings Co (VRT) Is Getting Attention Now Vertiv Holdings Co (VRT) has been drawing fresh attention after a period of strong multi year total returns, with recent data showing sizeable gains over the past year and past 3 months for existing shareholders. See our latest analysis for Vertiv Holdings Co. With the share price now at $256.0, Vertiv’s recent 90 day share price return of about 54% and 1 year total shareholder return of around 174% point to strong momentum building on...

In March 2026, MercadoLibre said it would invest about US$3.40 billion in Argentina in 2026, roughly 30% above its 2025 commitment, to expand logistics, build new distribution centers, upgrade its technology platform and grow fintech arm Mercado Pago while adding nearly 2,000 local jobs. This acceleration in Argentine spending underscores how MercadoLibre is leaning on its fintech and logistics capabilities to deepen its Latin American ecosystem despite rising competition. Next, we’ll...

ServiceNow (NOW) has moved into focus after a string of AI centric partnerships, including new agentic operating systems, Cohesity backed agent resilience, and voice driven healthcare automation with Aiva Health. See our latest analysis for ServiceNow. Despite the attention around AI partnerships and new operating systems, ServiceNow’s share price at US$110.95 reflects mixed momentum, with a 6.41% 1 month share price return but a 24.75% year to date decline and a 34.71% 1 year total...

If you are wondering whether Gold.com is trading at a fair price or carrying extra risk at current levels, the next sections will walk through the numbers that matter most for valuation. The stock last closed at US$43.90, with a 6.0% decline over the past week, a 25.4% decline over the past month, but returns of 26.3% year to date and 59.6% over the past year. Recent news coverage has focused on Gold.com as part of broader discussions about gold related equities and how investors are pricing...

Strategy (NasdaqGS:MSTR) is issuing $2.1b of fixed-rate, perpetual preferred stock to raise capital for continued Bitcoin purchases. The new preferred shares are non-convertible and targeted at income focused investors seeking fixed coupons. This preferred stock adds another layer to Strategy's capital structure alongside common equity and past financing efforts. Strategy is leaning further into its identity as a Bitcoin-focused operating company, with the new $2.1b preferred issue...