U.S. Software Stock News

In January 2026, Novavax announced a non-exclusive, worldwide License and Option Agreement giving Pfizer access to its Matrix-M adjuvant technology for up to two infectious disease vaccine programs, along with an upfront US$30,000,000 payment. This deal highlights how Novavax is positioning Matrix-M as a platform technology that larger vaccine manufacturers may incorporate across multiple disease areas. Next, we’ll examine how this Matrix-M licensing agreement with Pfizer shapes Novavax’s...

Pinnacle Financial Partners has completed an all stock merger with Synovus Financial. The combined bank will operate under the Pinnacle brand across an expanded southeastern U.S. footprint. The transaction creates a larger regional institution with broader deposit, lending, and service capabilities. For shareholders tracking NYSE:PNFP, the merger comes at a time when the stock trades at $95.09 and has seen a 23.0% decline over the past year, alongside gains of 19.7% over three years and...

Entegris (NasdaqGS:ENTG) has announced a CFO transition, with Linda LaGorga stepping down from the role. Mike Sauer, an experienced internal executive, has been appointed Interim CFO. The change represents a material shift in the finance leadership team that investors may want to watch closely. For shareholders, this executive turnover comes at a time when Entegris shares trade around $118.07. The stock has recent momentum, with a 2.9% return over the past week, 31.8% over the past month,...

Over the past six months, Cactus, Inc. has drawn increased interest from large institutional investors, reflecting confidence in its recent three-year sales and earnings per share growth record. This combination of robust historical fundamentals and growing institutional ownership has strengthened Cactus’s role as a potential core holding within diversified energy-focused portfolios. Next, we will examine how rising institutional demand, underpinned by Cactus’s multi‑year earnings expansion,...

Interparfums (IPAR) has expanded its fragrance portfolio with long term global licensing deals for David Beckham and Nautica, agreements that introduce established brands and projected sales figures into its future revenue mix. See our latest analysis for Interparfums. The recent licensing announcements arrive after a mixed share price pattern, with a 14.2% 1 month share price return and a 7.7% 3 month share price return, but a 1 year total shareholder return decline of 28.8%. This suggests...

USA Rare Earth overview after recent trading move USA Rare Earth (USAR) has drawn fresh attention after a sharp share price move over the past month, with the stock up 58.4%, while year-to-date and past 3-month returns show similar strength. For investors watching critical minerals exposure, this recent performance sits alongside reported annual revenue growth of 56.2% and annual net income growth of 50.9%, even as the company remains loss making with net income of $285.381 million. See our...

If you are wondering whether Caterpillar's current share price lines up with its underlying worth, this article walks through what the numbers are saying about value today. Caterpillar's stock last closed at US$657.36, with returns of 4.9% over 7 days, 9.9% over 30 days, 9.9% year to date, 79.4% over 1 year, 178.6% over 3 years and 273.5% over 5 years, which naturally raises questions about what is already priced in. Recently, Caterpillar has featured in ongoing discussions around capital...

Badger Meter (NYSE:BMI) has been awarded its largest ever water infrastructure project by Puerto Rico's Aqueduct and Sewer Authority. The contract centers on one of the world's largest Advanced Metering Infrastructure deployments across Puerto Rico. This announcement follows a recent quarter in which the company reported a revenue shortfall. The PRASA project is expected to span multiple years and materially influence Badger Meter's smart water management business. For you as an investor,...

Lionsgate Studios (NYSE:LION) has appointed former U.S. Treasury Secretary Steven T. Mnuchin to its board of directors. The appointment adds a director with experience in global finance, regulatory matters, and entertainment industry leadership. The move is viewed as a material governance development for Lionsgate Studios that could influence future capital allocation and content decisions. Lionsgate Studios, traded as NYSE:LION, operates as a film and television studio with a focus on...

Ultragenyx Pharmaceutical resubmitted its Biologics License Application to the FDA for UX111, a gene therapy candidate for Sanfilippo syndrome type A. The filing includes long term clinical data and responses to earlier regulatory concerns about the therapy. If accepted, UX111 could become the first approved treatment specifically targeting this rare and serious condition. Ultragenyx Pharmaceutical (NasdaqGS:RARE), trading at $24.07 as of the last close, is moving ahead with a key...

Northwest Natural Holding Company has declared a quarterly dividend of US$0.4925 per share, payable on February 13, 2026, to shareholders of record as of January 30, while also indicating that its full-year 2025 adjusted earnings are expected to land above the midpoint of its guidance range. The company highlighted that it has raised its dividend for 70 consecutive years and reaffirmed a long-term earnings-per-share growth target of 4% to 6% compounded annually, placing it among a very small...

In late January 2026, ResMed reported past fiscal second-quarter results showing sales of US$1,422.81 million and net income of US$392.59 million, alongside a US$0.60 per-share quarterly dividend and completion of a long-running share repurchase program totaling US$1.19 billion. The combination of double-digit revenue and earnings per share growth, strong demand for masks and digital health software, and ongoing capital returns underscored management’s focus on both business expansion and...

In recent weeks, multiple research firms including Stifel, TD Cowen, Guggenheim, Bernstein, and Scotiabank have reiterated positive views on Datadog, highlighting expectations for robust quarterly results and strong demand for its observability platform. Analysts are also emphasizing Datadog’s growing AI observability capabilities and expanding customer adoption as key reasons for their constructive outlook on the company’s business momentum. Next, we’ll examine how this optimism around...

Why Lemonade’s Tesla FSD insurance launch matters Lemonade (LMND) has launched Lemonade Autonomous Car insurance, a product built for self-driving vehicles that initially targets Tesla Full Self-Driving users with roughly 50% lower per-mile rates when FSD is engaged. See our latest analysis for Lemonade. The Tesla FSD insurance launch lands after a strong run, with a 90 day share price return of 40.93% and a very large 3 year total shareholder return of 372.39%. This comes even as the 7...

Sarepta Therapeutics reported positive three year Phase 3 EMBARK results for Elevidys in Duchenne muscular dystrophy. The data show sustained efficacy, a slowdown in disease progression, and no new safety issues in ambulatory patients. The FDA has updated the Elevidys label to broaden its approved use based on these results. Sarepta Therapeutics (NasdaqGS:SRPT) is drawing attention after these EMBARK results, especially given its current share price of $20.34. The stock has seen a 1 year...

How American Express' Latest Numbers Set the Stage for the Next Chapter American Express (AXP) closed out FY 2025 with fourth quarter revenue of US$17.6 billion and basic EPS of US$3.54, while trailing twelve month revenue reached US$67.0 billion and EPS came in at US$15.40. Over the past six quarters, the company has seen quarterly revenue move from US$15.3 billion in Q3 2024 to US$17.6 billion in Q4 2025, with basic EPS ranging from US$3.49 to US$4.14 across that period, and trailing net...

In late January 2026, T. Rowe Price launched the T. Rowe Price Innovation Leaders ETF (ticker: TNXT) on NASDAQ, an actively managed fund with a 0.49% net expense ratio that targets innovation-focused companies across sectors including technology, healthcare, and financials. This ETF, co-managed by senior leaders from T. Rowe Price’s Multi-Asset Division, expands the firm’s active ETF lineup to 31 funds, underscoring an emphasis on research-driven, tax-efficient vehicles that trade throughout...

PulteGroup (PHM) shares moved higher after the company reported mixed fourth quarter results, as a revenue beat and strong free cash flow margin appeared more important to investors than weaker earnings and backlog trends. See our latest analysis for PulteGroup. The latest move comes after a steady run, with a 30 day share price return of 5.06% and a 1 year total shareholder return of 10.82%. The 3 year total shareholder return of 117.86% points to momentum that has been building over a...

Recent optimism around Alphabet (GOOGL) has centered on Gemini 3, rising demand for its Tensor Processing Units, and solid Google Cloud momentum, all ahead of the company’s upcoming fourth quarter earnings release. See our latest analysis for Alphabet. Alphabet’s recent story sits on top of a strong run, with a 30 day share price return of 7.25% and a 90 day gain of 19.13%, while the 1 year total shareholder return of 66.32% and 3 year total shareholder return of about 3.3x reflect how...

Regulatory shifts put eToro Group (NasdaqGS:ETOR) under the spotlight Upcoming rules such as DORA, MiFID II changes, and a Payment-for-Order-Flow ban are drawing attention to how eToro Group (NasdaqGS:ETOR) might adjust its zero-commission model and broader brokerage economics. See our latest analysis for eToro Group. Against this regulatory backdrop, eToro Group’s recent share price return has been weak, with the stock at $29.4 and a 30 day share price return of a 17.6% decline that extends...

Micron Technology has broken ground on an advanced wafer fabrication facility within its existing NAND complex in Singapore, a roughly US$24.00 billion, 10-year project expected to add 700,000 square feet of cleanroom space and begin wafer output in the second half of 2028. This double-story fab deepens Singapore’s role as Micron’s NAND Center of Excellence, co-locating R&D and manufacturing to support long-term AI- and data-driven storage demand while creating about 1,600 highly skilled...

Texas Instruments reported a 70% year over year surge in data center orders, turning a smaller segment into a key business driver. Management plans to report data center as a separate business line going forward, highlighting its growing importance. The company issued its first sequential revenue growth guidance in 16 years, pointing to a potential cyclical recovery for its core markets. For investors watching NasdaqGS:TXN, this shift comes with the stock at $215.55 and solid recent...

Comcast (CMCSA) just delivered an adjusted earnings beat for the fourth quarter, with record wireless growth, strong theme park performance, and ongoing Peacock subscriber additions helping offset pressure in its broadband business. See our latest analysis for Comcast. The share price has reacted positively to the latest earnings, with a 1-day share price return of 1.74% and a 90-day share price return of 10.27% pointing to building short term momentum, even as the 1-year total shareholder...

For investors considering whether Sea at around US$116 still offers value, or whether most of the opportunity is already priced in, this article focuses squarely on what you are getting for the current share price. The stock has seen a 6.6% decline over the last 7 days, an 11.4% decline over the last 30 days, and is also down 11.4% year to date, while the 3 year return sits at 65.3% and the 5 year return at a 54.6% decline. This naturally raises questions about how risk and potential reward...