U.S. Software Stock News

In April 2026, Thermo Fisher Scientific announced multiple collaborations, including a data partnership with HealthVerity and a proteomics-focused alliance with Precision Health Research Singapore, alongside new cell therapy manufacturing and biologics cell line development platforms and a global distribution deal for therapeutic drug monitoring assays. Together, these moves deepen Thermo Fisher’s role across clinical development, precision health and advanced biologics manufacturing by...

Transocean Ltd. recently announced a series of multi‑year offshore drilling contract extensions and awards in Brazil and Norway, adding over US$1.60 billion in firm incremental backlog while modestly adjusting some existing backlog ahead of the new terms. At the same time, the company retired its 8.375% Senior Secured Notes due 2028, using cash on hand to reduce interest costs and advance its balance sheet simplification plan. We’ll now examine how this substantial backlog increase with...

Americold Realty Trust (COLD) has drawn attention after recent share price moves, with the stock showing mixed returns over the past month and past 3 months while its longer term performance remains weak. See our latest analysis for Americold Realty Trust. The recent 7 day share price return of 8.1% and 30 day share price return of 11.0% contrast with a weaker 1 year total shareholder return of 31.4% and 5 year total shareholder return of 61.5%. This suggests that short term momentum is...

Giftify (NASDAQ:GIFT) has reported another strong update from its CardCash platform, this time on the demand side, and it helps complete the picture of how the marketplace is evolving.

Wondering if Vontier at around US$37.59 is offering genuine value or just looks inexpensive on the surface? This article breaks down what the current price really implies. The stock has returned 6.4% over the last 7 days and 4.4% over the past month, while the 1 year return sits at 24.7% and the year to date move is around a 0.6% decline. Recent coverage has focused on Vontier's role as a technology player in the industrial and mobility space. This has kept investor attention on how its...

If you have been wondering whether FTI Consulting at around US$178.96 is offering good value today, the starting point is to understand how the current price lines up with different valuation checks. Recently, the stock has seen a 10.1% move over the last 30 days, even though the past week showed a 3.0% decline and the 1 year return sits at 8.5%, with 3 year and 5 year returns at 11.5% decline and 22.8% respectively. This mix of shorter term strength and longer term ups and downs has put FTI...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) reported a strong quarterly performance, with revenue meaningfully higher than the same period last year. The company recorded a contract backlog at a record level, highlighting a larger pipeline of awarded work than before. Management pointed to an acceleration in business activity and offered guidance that suggests this pace could continue into 2026. Kratos enters this new phase of execution with NasdaqGS:KTOS trading at $73.66 and a...

This article examines whether Asana, at around US$5.49, might represent a potential value opportunity or a value trap, and explores what the current price may be implying. After a challenging period, with the share price showing an 11.5% decline over 7 days, a 21.7% decline over 30 days, a 57.6% decline year to date and a 65.0% decline over 1 year, many investors are reassessing the balance between risk and potential reward. Recent coverage has focused on Asana's position in the work...

Recently, options trading around Tencent Music Entertainment Group drew attention as the US$33 call expiring April 17, 2026, showed some of the highest implied volatility in the equity options market, signaling traders expect a sharp move in the stock around a potential catalyst. This elevated options activity contrasts with cautious analyst sentiment, including a Zacks Rank #4 (Sell) and reduced earnings forecasts, underscoring uncertainty around Tencent Music Entertainment’s near‑term...

Recent commentary around Itron (ITRI) has centered on growing interest from hedge funds and analysts, who are highlighting the company’s position in smart metering, ongoing Advanced Metering Infrastructure 2.0 replacement cycles, and margin and cross-selling opportunities. See our latest analysis for Itron. Recent optimism from hedge funds and analysts has come alongside a 7.1% 7 day share price return and a 2.0% year to date share price return. However, the 1 year total shareholder return...

In early April 2026, Procter & Gamble’s board approved a 3% increase in its quarterly dividend to $1.0885 per share for both common and ESOP convertible preferred stock, payable in May, while the company also rolled out a new Mr. Clean PRO commercial cleaning portfolio across US distributors and retailers. Together, the higher dividend and expansion into professional-grade cleaning solutions underline P&G’s focus on pairing consistent cash returns with product innovation aimed at business...

If you are wondering whether Nordson's current share price lines up with its underlying worth or if expectations have run ahead of fundamentals, this article breaks down the numbers so you can judge the value story for yourself. Nordson's share price last closed at US$279.01, with returns of 5.1% over the past week, 4.3% over the last 30 days, 15.8% year to date and 54.5% over the past year. These moves in the share price sit against a backdrop of ongoing interest in industrial and capital...

Wondering if Exxon Mobil's current share price still makes sense after a strong run, or if the value story has moved on from you? The stock recently closed at US$149.24, with a 21.7% return year to date and 49.7% over the last year, even after an 8.9% decline over the past week and a 4.4% decline over the past month. Recent headlines around Exxon Mobil have kept attention on the stock, as investors weigh its role in global energy markets and longer term demand trends. Together with a 41.3%...

Infleqtion (NYSE:INFQ) has delivered upgraded quantum hardware to the International Space Station to support the Cold Atom Laboratory. The new hardware is intended to advance quantum sensing and navigation research in space. The company is also preparing a leadership event focused on unifying the global quantum technology ecosystem and accelerating commercial adoption. Infleqtion operates across quantum hardware, software, and related applications, and is positioning itself as a key...

Recent regulatory changes lifted Medicare Advantage reimbursement rates for 2027, a key event for UnitedHealth Group (UNH), since this program is a major revenue contributor and directly shapes the company’s earnings outlook. See our latest analysis for UnitedHealth Group. The Medicare Advantage decision and recent analyst upgrades have helped the 1 month share price return reach 11.38%. However, the year to date share price return of 6.60% and 1 year total shareholder return of 44.64% both...

WaterBridge Infrastructure (NYSE:WBI) has completed a large shelf registration shortly after announcing its first cash dividend. The company has also started construction on a new pipeline project, signaling an expansion of its midstream footprint. These moves arrive in close succession and point to an active phase of capital planning and project execution. WaterBridge Infrastructure operates in the water midstream space, focusing on gathering, transportation, and handling services for...

Century Aluminum and Emirates Global Aluminium have already announced plans to begin construction this year on a new U.S. aluminum smelter, which would more than double domestic smelting capacity and become the first facility of its kind built in the country in roughly half a century. This project not only expands U.S. aluminum production but also underscores a renewed push for domestic industrial capacity at a time when supply security and manufacturing resilience are in focus. We’ll now...

Wayfair has announced plans to open its first large-format Florida store in late 2027 at Fort Lauderdale’s redeveloped Galleria, a two-level, 94,000-square-foot location offering furniture, décor, housewares, appliances and tailored design services. This move underlines Wayfair’s push to complement its online business with experiential retail, using locally curated assortments and fast-fulfillment logistics to deepen customer engagement in high-impact markets. We’ll now explore how adding a...

Kopin (KOPN) has wrapped up FY 2025 with fourth quarter revenue of about US$8.4 million and basic EPS of roughly US$0.04, supported by trailing 12 month EPS of about US$0.01 and net income of around US$2.5 million on revenue of roughly US$39.3 million. Over recent quarters the company has seen quarterly revenue range from about US$8.4 million to US$12.0 million, while basic EPS has moved from losses of roughly US$0.03 to a profit of about US$0.04. This trailing period includes a US$16.2...

If you are wondering whether Dynex Capital's current share price still offers value, it is essential to start with a clear look at what you are paying for. The stock last closed at US$13.25, with returns of 4.4% over 7 days, 1.5% over 30 days, a 5.9% year to date decline, 32.1% over 1 year, 69.7% over 3 years and 25.2% over 5 years. These figures can shape how the market currently views its risk and potential. Recent coverage of Dynex Capital has largely focused on how investors are reacting...

Abbott Laboratories agreed to acquire Exact Sciences for $21b, marking the largest healthcare and diagnostic deal in two years. The transaction expands Abbott’s footprint in colorectal cancer screening and broadens its diagnostics offerings. The deal follows previously reported legal developments for Abbott and is emerging as the key new event for investors to assess. Abbott Laboratories (NYSE:ABT) is moving to reshape its diagnostics business with the $21b acquisition of Exact Sciences...

Ares Management recently reshaped its Asia leadership, hiring former Goldman Sachs executive E.G. Morse as Partner and Head of Asia Credit while appointing Dinesh Goel and Gabriel Fong as Co-Heads of Asia Special Situations, ahead of current Asia Credit head Edwin Wong’s planned retirement in June 2026. These appointments, alongside existing leadership in Asia direct lending, suggest Ares is reinforcing its regional credit platform to support its broader expansion in private credit and...

On 8 April 2026, Meta and Unity announced an extended multi-year platform support and enterprise agreement, under which Unity will continue powering content creation for Meta’s virtual reality devices and operating system. This deeper partnership reinforces Unity’s role as a core toolset for developers building games and business applications across Meta’s growing VR ecosystem. We’ll now examine how the expanded Meta partnership, particularly Unity’s central role in VR content creation,...

Broadcom (NasdaqGS:AVGO) announced a multi year, multi generation partnership with Meta Platforms to co develop custom AI accelerators and networking gear for Meta’s next wave of AI data centers. The agreement covers multi phase, multi gigawatt AI infrastructure build outs and includes Broadcom’s CEO joining a Meta advisory board tied to AI hardware decisions. This move adds Meta to Broadcom’s AI client roster alongside earlier custom silicon work with Google and Anthropic. For investors...