U.S. Software Stock News

A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...

Bitdeer Technologies Group's ( NASDAQ:BTDR ) stock was strong after they recently reported robust earnings. However...

For investors wondering whether Bristol-Myers Squibb at around US$56.25 is offering value or risk at this point, this article breaks down what the current price might be indicating about the stock. The share price has had a mixed run, with a 7.2% loss over the last week and a 2.5% loss over the last month, but it is still up 5.2% year to date and 26.0% over the past year. Recent headlines around Bristol-Myers Squibb have focused on its position within the broader pharmaceuticals space and on...

Iovance Biotherapeutics (IOVA) opened Q1 2026 with revenue of US$71.4 million and a basic EPS loss of US$0.19, alongside net income excluding extra items at a loss of US$79.0 million. Over recent quarters, the company has seen revenue move from US$49.3 million in Q1 2025 to US$71.4 million in Q1 2026. Quarterly basic EPS losses ranged between US$0.18 and US$0.36 across that period, illustrating that top line scale is increasing while spending remains high and margins stay under pressure. See...

Five Below (FIVE) is back in focus after upbeat analyst commentary aligned with a run of viral product hits, including the Love Island spray tan kit and themed summer and Disney vacation launches. See our latest analysis for Five Below. Those viral products and fresh store openings are landing against a mixed price backdrop, with a 1-day share price return of a 5.5% decline and a 1-year total shareholder return of 157.3%. This suggests that longer-term momentum remains strong despite recent...

Wondering whether Alnylam Pharmaceuticals at around US$295.91 is offering fair value right now, or if the price is running ahead of the story? This article breaks down what the numbers suggest. The stock has seen mixed returns with a 4.4% decline over the last 7 days and a 7.4% decline over 30 days, but it is still up 14.5% over 1 year, 43.6% over 3 years and 122.6% over 5 years. Recent headlines have focused on Alnylam Pharmaceuticals' role in RNA interference based therapies and how its...

Suburban Propane Partners, L.P. has reported past second-quarter 2026 results, with revenue of US$551.21 million and net income of US$137.54 million, compared with revenue of US$587.66 million and net income of US$137.12 million a year earlier. For the first six months of the fiscal year, the partnership generated lower revenue of US$921.59 million but higher net income of US$183.32 million than the prior-year period, indicating improved profitability despite softer sales. With first-half...

Dollar General recently launched “simmer & stir,” a private-label kitchen brand offering nearly 30 tools and accessories priced at US$12 or less, while also upgrading its DG Media Network through new partnerships with The Trade Desk and Kevel to unify onsite and offsite advertising. These moves highlight Dollar General’s efforts to deepen customer relationships with exclusive value-oriented products while opening an additional revenue stream through a more sophisticated retail media...

Recent performance snapshot and business overview Ciena (CIEN) has drawn investor attention after a month return of about 20% and a very large past 3 months move, prompting fresh questions about how its current valuation lines up with its fundamentals. The company focuses on network technology, with US$5,124.289m in annual revenue and US$229.049m in net income. It serves network operators across the Americas, EMEA, and Asia Pacific through multiple hardware, software, and services...

Recent performance context for Darling Ingredients Darling Ingredients (DAR) has drawn attention after a mixed run in the stock, with a small decline over the past month, a gain over the past 3 months, and a stronger total return over the past year. See our latest analysis for Darling Ingredients. Short term momentum has cooled, with a 7 day share price return of 3.05% and 30 day share price return of 1.95%. However, a 1 year total shareholder return of 83.96% still points to strong...

CoreWeave (NasdaqGS:CRWV) reported Q1 2026 results with a record bookings quarter and new customer commitments of over $40b. Contracted revenue backlog approached $100b, reflecting very large demand for the company’s AI infrastructure services. Management raised full year capital expenditure targets and issued Q2 2026 sales guidance that disappointed the market. Shares fell after earnings as investors focused on widening losses, higher spending, and heavy reliance on large...

For investors considering whether Lyft at US$14.16 offers potential value or additional risk, this article explains what the current price might imply. Lyft's stock has returned 0.1% over the last week and 2.8% over the last month, while the year to date return is a 28.4% decline and the 1 year return is 8.9%. Taken together, these figures highlight changing views on its potential and risks. Recent coverage of Lyft has focused on how the company is positioned within transportation and ride...

Cloudflare announced plans to cut over 1,100 jobs, about 20% of its global workforce. The company is restructuring to pursue an agentic AI first operating model. The reduction follows what Cloudflare described as strong first quarter results. For investors tracking NYSE:NET, this move comes with the stock at $256.79 and what the company described as very large three-year and multi-year returns, including 25.3% over the past week and 31.0% year to date. The decision to reshape operations at...

In the past quarter, Air Products and Chemicals, Inc. reported second-quarter 2026 sales of US$3,171.8 million and net income of US$710.4 million, marking a return to profit from a very large net loss a year earlier. Beyond the headline earnings rebound, Air Products' largest-ever semiconductor investment with Samsung in South Korea underscores how its gas infrastructure is increasingly tied to advanced electronics manufacturing. We’ll now examine how this sharp earnings recovery, alongside...

Event context and recent stock performance Andersons (ANDE) has drawn investor attention after a recent daily move of about 3.8%, set against a mixed pattern that includes a roughly 9.8% decline over the past week and a modest gain over the past 3 months. See our latest analysis for Andersons. The recent 3.78% 1 day share price return at a last close of $70.81 comes after a softer patch over the past month. However, the share price return year to date of 33.48% and 1 year total shareholder...

Investors may be wondering whether Expedia Group at around US$252.79 is still offering value after a strong run, or whether the easier part of the opportunity has already passed. The stock has returned 1.8% over the last 7 days and 12.7% over the last 30 days, while the 1 year and 3 year returns are 50.8% and 180.0% respectively, with a year to date return showing a 10.7% decline. Recent headlines have focused on Expedia Group's position in online travel, including its product mix across...

Why Target (TGT) Is Back On Investors’ Radar Target (TGT) is drawing fresh attention after recent share price moves, with the stock showing mixed short term performance but a stronger picture over the past year, prompting investors to reassess its valuation and fundamentals. See our latest analysis for Target. Recent trading has been choppy, with a 1 day share price return of 3.31% decline and a 7 day return of 2.98% decline, but a 30 day gain of 5.32% and year to date share price return of...

Nucor (NUE) is back in focus after first quarter 2026 earnings, with sales of US$9.5b and net income of US$743 million, followed by guidance calling for higher consolidated earnings in the second quarter. See our latest analysis for Nucor. The earnings beat, higher second quarter guidance, and recent analyst commentary have come alongside strong price momentum, with a 30 day share price return of 30.84% and a 1 year total shareholder return of 99.27% pointing to building enthusiasm. If this...

Q1 earnings turnaround and shareholder returns in focus Ryan Specialty Holdings (RYAN) moved from a net loss to a net profit in the first quarter of 2026, with higher revenue, fresh buybacks, and an affirmed quarterly dividend drawing investor attention. See our latest analysis for Ryan Specialty Holdings. Despite the Q1 turnaround, momentum in Ryan Specialty Holdings' share price has been weak. A 1-day share price return of 7.89% contrasts with a 37.34% year to date share price decline and a...

JPMorgan Chase (NYSE:JPM) participated in a live pilot that settled a tokenized US Treasury redemption on a public blockchain in near real time. The transaction involved cross border settlement and linked JPMorgan with Ripple, Mastercard, and Ondo Finance in a shared digital asset workflow. Separately, JPMorgan is co leading a $13b financing package for Meta Platforms' AI data center project in Texas. For investors watching NYSE:JPM, these developments come with the stock trading around...

In late April and early May 2026, Gilat Satellite Networks Ltd. disclosed a multimillion order from India’s Nelco for its SkyEdge IV Ka-band platform and another order of over US$7,000,000 via a prime contractor to supply Wavestream EnduroStream solid-state power amplifiers to the U.S. Department of War, with deliveries scheduled over 12 to 24 months. These wins expand Gilat’s footprint in both commercial broadband and defense, reinforcing demand for its high-throughput satellite platforms...

WaFd, Inc. recently reported past Q2 2026 results showing net income of US$65.6 million on US$27.60 billion in assets, alongside an improved 2.81% net interest margin and continued dividends and share repurchases. The bank also highlighted strong credit protection with allowance for credit losses covering 163% of non-performing loans, underlining a focus on balance sheet resilience as it contends with deposit competition and higher funding and operating costs. Next, we’ll examine how WaFd’s...

NCR Voyix (VYX) Q1 2026 headline numbers NCR Voyix (VYX) opened 2026 with Q1 revenue of US$606 million and a basic EPS loss of US$0.04, setting a very different tone from the trailing twelve month EPS of US$0.30 that reflects a recent turn to profitability. Over recent quarters, revenue has moved between US$617 million in Q1 2025 and US$720 million in Q4 2025, while EPS has swung from a loss of US$0.17 in Q1 2025 to a profit of US$0.50 in Q4 2025 before slipping back into a small loss this...

What Marqeta’s Recent Performance Signals for Investors Marqeta (MQ) has drawn attention after recent trading, with the stock closing at US$4.19 and showing mixed moves over the past week, month, and past 3 months, alongside annual revenue of US$651.609m and net income of US$2.169m. See our latest analysis for Marqeta. Recent trading presents a mixed picture for momentum, with a 1 day share price return of 1.33% and a 30 day share price return of 5.01%. However, the year to date share price...