U.S. Software Stock News

PepsiCo (NasdaqGS:PEP) reports it has met its 2025 pep+ water stewardship goals ahead of schedule, replenishing all water used at high risk sites. The company has adopted global water stewardship standards across its facilities as part of its broader pep+ sustainability agenda. PepsiCo has launched Good Warrior, a protein based meat stick brand, entering the protein snacks category. The combination of early ESG goal completion and a new health focused product line could be relevant for how...

GlobalFoundries (NasdaqGS:GFS) is expanding into silicon photonics, working with Flexcompute to link photonic device design tools directly to its manufacturing stack. The collaboration focuses on optical interconnects for AI data centers, aiming to streamline the path from simulation to fabrication. This move targets a growing market in data center optics while seeking to lower design and integration hurdles for customers. GLOBALFOUNDRIES, trading at $42.47, is drawing attention in advanced...

Considering whether Definium Therapeutics at around US$17.64 still offers value, or if most of the opportunity is already priced in. The stock has seen a 5.3% decline over the last 7 days, but sits on gains of 12.0% over 30 days, 29.3% year to date and 163.3% over 1 year, with a very large 3 year return that is more than 5x, although the 5 year return is a 54.3% decline. Recent market attention has been shaped by broader interest in high growth pharmaceutical and biotech names, where...

Vail Resorts is rolling out a major overhaul of its gear rental offering, integrating My Epic Gear features into traditional rentals across key resorts. The company is introducing personalized online gear selection, premium equipment options, digital management tools, and delivery services. Vail is also removing the My Epic Gear membership fee, aiming to make the upgraded rental experience more accessible for guests. For investors watching Vail Resorts (NYSE:MTN), this shift in the rental...

Investors may be wondering whether Lockheed Martin's share price still offers value after a strong run, or if most of the upside is already reflected in the stock. The stock closed at US$642.28, with a return of 29.2% year to date and 40.2% over the past year, even though the last 7 and 30 days show small declines of 1.1% and 1.6%. Recent market attention has focused on Lockheed Martin's role as a major aerospace and defense contractor. Contracts and defense spending trends are often cited...

Paychex (NasdaqGS:PAYX) has been recognized as one of the World's Most Ethical Companies for the 18th time. The recognition reflects the company’s corporate governance and leadership in ethics. The award comes from Ethisphere, which has honored Paychex for 15 consecutive years. For investors following business services and human capital management providers, this recognition highlights how Paychex approaches risk, culture, and stakeholder relationships. The company operates in a space where...

On March 12, 2026, analysts at Bernstein upgraded The Cigna Group to “Outperform,” citing the impact of PBM reform, an FTC settlement, and changes to the company’s pharmacy benefit model on investor perception. This shift in analyst stance highlights how regulatory outcomes and PBM model adjustments can influence expectations around Cigna’s health services business mix and risk profile. Next, we’ll explore how Bernstein’s upgrade, rooted in PBM reform and regulatory developments, may reshape...

Liquidia (LQDA) is back on investors’ radar after reporting fourth quarter 2025 results that included revenue of US$92.02 million and net income of US$14.56 million, in contrast with last year’s quarterly loss. See our latest analysis for Liquidia. Despite the strong fourth quarter report, recent share price momentum has cooled, with a 7 day share price return of 5.01% and a 30 day share price return of 4.11%. At the same time, the 1 year total shareholder return of 145.51% and 3 year total...

Artisan Partners has taken a new small cap position in Bruker (NasdaqGS:BRKR), citing confidence in the company’s acquisitions and product pipeline. The investment thesis points to anticipated easing of short term market headwinds as a support for future profit growth. Bruker’s share price stands at $34.03 after a period of pressure, with the stock down 7.6% over the past week and 6.8% over the past month. The drawdown is more extended over longer periods, with a 29.3% decline year to date...

Earlier this month, Capricor Therapeutics reported Q4 2025 and full-year results showing a wider net loss of US$30.17 million for the quarter and US$105.04 million for the year, alongside continued investment in its Duchenne muscular dystrophy pipeline. A key development was new Phase 3 HOPE-3 data and the FDA’s decision to resume review of Deramiocel’s Biologics License Application, setting an August 22, 2026 action date for a potential decision on treating Duchenne cardiomyopathy. With the...

Why TTM Technologies (TTMI) Is On Investors’ Radar Today TTM Technologies (TTMI) is drawing attention after recent share price moves, with the stock showing varied short term returns and a stronger performance over the past year that may prompt closer portfolio review. See our latest analysis for TTM Technologies. The latest share price of $95.31 comes after a 42.06% 90 day share price return and a very large 1 year total shareholder return. Together, these indicate strong recent momentum...

Himax Technologies (NasdaqGS:HIMX) highlighted new AI powered modules and automotive display ICs at Embedded World 2026. The company showcased WiseEye, WiseGuard and PalmVein ultralow power AI solutions for smart home, security, automotive and drone uses. Rumors point to potential collaborations with major tech firms for smart glasses integration and AI data center applications. For you as an investor, this matters because Himax Technologies, long known for display driver ICs, is now...

Roku, Inc. (NasdaqGS:ROKU) is rolling out free local live sporting events on The Roku Channel, including Major League Volleyball. The new programming focuses on hyper-local games, with access tailored to a viewer's location and offered without a subscription. This move expands Roku's ad-supported content library and introduces a new way for users to find and watch nearby sports. For Roku, which runs both a connected TV platform and an ad-supported streaming service, local live sports fit...

If you are trying to figure out whether Ondas at around US$10.83 is still attractively priced, the starting point is understanding what that share price really implies about the business. The stock has shown sharp moves, with a 10.2% return over the last 7 days, 16.3% over 30 days, a small 1.7% decline year to date, and a very large gain over the past year and over the last 3 years. Recent coverage has focused on Ondas as a higher risk, higher return name within the tech space, which helps...

Event driven move in PPL stock PPL (PPL) is back in focus after the company reported 2025 results, issued a 2026 EPS growth forecast, extended its annual EPS growth target through at least 2029, and outlined a US$23b infrastructure investment plan. See our latest analysis for PPL. At a share price of US$38.05, PPL has had a 9.5% 90 day share price return and a 12.2% 1 year total shareholder return, suggesting momentum has been building alongside its latest results and infrastructure plan. If...

Wondering if Sanmina's share price really reflects its underlying value, or if the recent run in the stock has left mispricing on the table. The stock closed at US$125.03, with returns of 59.8% over 1 year and 118.1% over 3 years, even as the share price has seen a 14.3% drop over 30 days and a 21.5% fall year to date. Recent coverage has focused on Sanmina's role in technology manufacturing and its positioning within the broader electronics supply chain, giving investors more information to...

Wondering whether Archrock at a recent close of US$35.74 still offers value or if most of the opportunity is already priced in? This article walks through what the current market price might be implying about the business. The stock has been relatively steady over the past week with a 0.6% decline, while returns of 9.4% over 30 days, 34.2% year to date and 37.6% over 1 year, as well as a gain of more than 3x over 3 years and 5 years, have caught the eye of many investors. Recent market...

Recent share performance and business scale Microsoft (MSFT) has recently seen a 1.9% one day decline, with negative returns over the past week, month, and past 3 months. Its 1 year total return remains slightly positive. At a recent close of US$391.79 and a market value of about US$2.97t, Microsoft operates across three large segments. The company reported revenue of US$305.45b and net income of US$119.26b. See our latest analysis for Microsoft. Recent moves point to fading momentum in the...

SFL Corporation Ltd. announced that from October 1, 2025 to March 18, 2026 it repurchased no additional shares, completing a previously authorized buyback of 2,347,752 shares for US$20.2 million, and also filed an omnibus shelf registration covering multiple securities while earlier in March it secured a US$170 million, 400-day drilling contract in Canada for its Hercules rig starting in 2027. This new Hercules contract with a large investment grade oil and gas company enhances long-term...

Crane NXT (NYSE:CXT) has appointed technology and manufacturing executive Jeffrey Benck to its Board of Directors. Longtime director James L.L. Tullis will step down from the board after the upcoming Annual Meeting. The board change introduces new industry experience and marks the end of a lengthy period of service by Tullis. For investors tracking Crane NXT, the board shift comes at a time when the share price stands at $41.37, with the stock showing a 21.6% decline over the past 30 days...

If you are wondering whether Pathward Financial's share price around US$90.34 still offers value, the key is understanding what the current market price actually implies. The stock has returned 1.4% over the last 7 days, 25.7% year to date and 22.9% over the past year, with a 30 day return of a 2.3% decline and a 3 year return of 115.4% alongside a 5 year return of 108.9%. Recent headlines around Pathward Financial have focused on its position within the US banking sector and how investors...

DHT Holdings, Inc. has already taken delivery of its second VLCC newbuilding, the DHT Addax, from Hanwha Ocean Co. Ltd., with the fully funded vessel now operating in the spot market as part of a four-ship program scheduled for completion in the first half of 2026. This incremental capacity, arriving in a short time frame and fully financed, directly enhances DHT’s service offering and potential earnings power without stretching the balance sheet. We’ll now examine how this fully funded VLCC...

Lulu’s Fashion Lounge Holdings, Inc. recently announced a new online wholesale partnership with Victoria’s Secret, adding a Lulus dress assortment to Victoria’s Secret’s digital platform and expanding Lulus’ Amazon and Nordstrom-driven wholesale push. Alongside this partnership, recent commentary has highlighted improving brand sentiment under Victoria’s Secret’s new management, suggesting that operational and brand repositioning efforts are beginning to gain traction with investors and...

Roblox stock: context for recent moves Roblox (RBLX) has seen mixed share performance recently, with a 0.8% gain over the past day but declines of 3.5% over the past week, 7.8% over the past month, and 30.6% over the past 3 months, giving investors reason to reassess the story. See our latest analysis for Roblox. At a share price of $58.27, Roblox has seen weak short term share price momentum, yet a 3 year total shareholder return of 35.99% suggests a more constructive longer term picture for...