U.S. Software Stock News

Minerals Technologies reported a record company safety performance in 2025, setting a new benchmark for its operations. The company increased investment in growth platforms across pet litter, edible oil purification, and paper and packaging in key global markets. Engineered Solutions delivered record profitability in a challenging market, while Minerals Technologies continued to incur talc related litigation costs. For investors tracking NYSE:MTX, the recent news adds important context to a...

AAR Corp. (NYSE:AIR) has substantially completed a major expansion of its Airframe MRO facility in Oklahoma City. The project adds significant maintenance capacity, including high-demand airframe MRO bays. The expansion is paired with a long-term collaboration with Alaska Airlines for airframe maintenance services. The company plans to create 200 new jobs tied to the enlarged facility. AAR is also moving toward more digitized maintenance processes as part of the expansion. AAR Corp...

F5 is facing ongoing investigations and class action lawsuits tied to a long term nation state breach involving its BIG-IP products. Plaintiffs allege that management misled investors about the company’s security posture and the scope and impact of the cyber incident. The situation raises questions about disclosure practices, potential legal liabilities, and future regulatory scrutiny for NasdaqGS:FFIV. For investors tracking NasdaqGS:FFIV, this comes at a time when the stock trades around...

Salesforce (NYSE:CRM) secured a US$5.6b, 10-year modernization contract with the U.S. Army focused on secure, AI-driven cloud solutions. The company also joined a consortium with Lockheed Martin and PG&E to launch EMBERPOINT, an AI-powered wildfire detection and prevention venture. Both moves expand Salesforce's presence in national security and critical infrastructure use cases beyond its core CRM offerings. For you as an investor, these announcements show Salesforce pushing deeper into...

Why Nutanix Is Back in Focus After Dual Analyst Downgrades Barclays and Morgan Stanley both downgraded Nutanix (NTNX), pointing to slowing growth, limited momentum, and weaker visibility into revenue, a combination that has sharpened investor attention on the stock’s recent pullback. See our latest analysis for Nutanix. The recent analyst downgrades arrived after a sharp swing in sentiment, with Nutanix’s share price at US$39.33 and a 30 day share price return of a 22.27% decline, adding to a...

Dave Inc. recently announced that Nima Khajehnouri, a veteran artificial intelligence and data engineering leader with senior roles at Meta, Google, and Snap, has joined its Board of Directors and Audit Committee, while Imran Khan has stepped down and several board leadership roles have shifted. This appointment underscores Dave’s push to deepen its technical governance as it continues deploying disruptive technologies to support its financial services platform for millions of Americans...

Why CRH (NYSE:CRH) is back on investors’ radar CRH (NYSE:CRH) is drawing fresh attention after a series of share repurchases under its $300 million buyback programme, combined with larger positions from institutional investors and active analyst rating revisions. See our latest analysis for CRH. Despite the recent buybacks and institutional buying, CRH’s recent share price performance has cooled a little, with a 30 day share price return showing a 3.2% decline and a 90 day gain of 3.4%, while...

What iRhythm’s recent performance means for investors iRhythm Holdings (IRTC) has drawn fresh attention after a mixed stretch in its share performance, with a gain of 3.7% over the past day contrasted against negative returns over the past week, month, and past 3 months. For investors, that combination of short term strength and recent weakness raises questions about how the current US$154.51 share price lines up with the company’s business profile, financial results, and longer term track...

Dorman Products recently announced a broad set of leadership changes, including appointing Charles W. Rayfield as Chief Financial Officer Designate and reshaping senior roles across finance, operations, and its Light Duty and Heavy Duty segments. This coordinated refresh brings in leaders with deep experience in manufacturing, distribution, and aftermarket sales, signaling an effort to sharpen execution across the entire business. Next, we’ll examine how this sweeping leadership transition,...

Recent commentary from Jim Cramer and Voya Investment Management has put Comfort Systems USA (FIX) in focus after the company reported quarterly revenue above expectations, tied to demand from data centers, AI infrastructure, and recurring service work. See our latest analysis for Comfort Systems USA. At a share price of $1,142.10, Comfort Systems USA has paired a 13.8% 30 day share price return with a very large 5 year total shareholder return. This hints that enthusiasm around data center...

Intel has begun adopting ASML Holding's next generation high-NA EUV lithography systems as part of its latest manufacturing roadmap. The first commercial high-NA EUV system from ASML has now been installed at Intel, marking a key step in advanced chip production. Intel aims to use this equipment in its effort to regain market share in cutting edge manufacturing from TSMC. ASML Holding (NasdaqGS:ASML) sits at the center of this shift, supplying the high-NA EUV tools that enable smaller, more...

Why MBX Biosciences is Back on Investor Radars Barclays has initiated coverage on MBX Biosciences (MBX) with an Overweight or Buy view, a move that puts fresh attention on this early stage endocrine and metabolic disorder drug developer. The coverage comes shortly after MBX Biosciences appointed experienced biotechnology finance executive Laurie Stelzer to its board and as audit committee chair. This adds another layer of interest for investors tracking the company’s progress. See our latest...

Investors may be wondering whether Harmony Biosciences Holdings at around US$36.52 is offering fair value right now, or if the current price is out of line with its fundamentals. The stock has been under some pressure recently, with a 0.8% decline over the last 7 days, a 2.3% decline over the last 30 days and year to date, and a 5.8% decline over the past year. Over longer periods, the 3-year and 5-year returns sit at declines of 26.0% and 8.8% respectively. Recent coverage around Harmony...

Regeneron Pharmaceuticals (NasdaqGS:REGN) reported strong Q4 results with double digit sales growth across key drugs including Dupixent, Libtayo, and Eylea HD. The company secured several global regulatory approvals and label expansions that widen the potential use of its existing treatments. Management outlined plans for at least four upcoming FDA approvals and 18 Phase III studies that are expected to be active in 2026. Regeneron enters this news cycle with its share price at $741.45 and...

BJ's Wholesale Club is opening its second BJ's Market, a smaller-format 55,000-square-foot store in Delray Beach, Florida, on January 30, while also launching a new full-size club in Chattanooga, Tennessee, as it continues rolling out membership offers and omnichannel shopping options. These expansions highlight BJ's push into new formats and geographies at the same time analysts are questioning the risks tied to its broader growth plans and competitive positioning. We’ll examine how BJ’s...

Autohome recently announced a special dividend to be paid on February 19th to shareholders of record as of December 31st, while institutional investors such as Federated Hermes, Invesco and Schroder Investment Management Group increased their holdings in the company during the third quarter. The combination of a one-off cash return to shareholders and growing institutional participation highlights how capital allocation and investor mix are evolving for Autohome. Next, we will examine how...

If you are wondering whether Li Auto's share price still reflects its real worth, or if the market has pushed it too far in one direction, this article is here to help you size up the value story. Li Auto's recent returns include a 0.5% decline over 7 days, a 3.6% decline over 30 days and year to date, and a 29.0% decline over the past year, which may have changed how some investors think about its risk and return profile. Recent coverage has continued to focus on Li Auto's position in the...

How Boston Scientific stock looks after recent performance Boston Scientific (BSX) has drawn attention after its share price return over the past month and past three months, alongside a one-year total return of an 8.63% decline and a three-year total return near 9.28x. See our latest analysis for Boston Scientific. With the share price at $93.53, recent trading has been slightly soft over the past quarter but sits against a far stronger backdrop. The 3 year total shareholder return of 92.85%...

Wendy’s recently outlined plans to accelerate its expansion in Mexico by recruiting an experienced franchise partner to develop new restaurants in Tijuana and across Baja California, adding to its existing base of more than 40 locations in the country. By holding a franchise recruiting event in San Diego on February 10, 2026, Wendy’s is targeting cross-border operators who may be uniquely positioned to grow the brand in these high-traffic border markets. Next, we’ll examine how Wendy’s push...

In January 2026, Life Time Group Holdings issued earnings guidance, projecting fourth-quarter 2025 revenue of US$743 million–US$745 million and net income of US$120 million–US$123 million, alongside full-year 2025 and 2026 outlooks. An interesting aspect of the update is that while 2026 revenue is guided higher at about US$3.30 billion–US$3.33 billion, the company anticipates lower net income of US$330 million–US$336 million compared with its 2025 forecast. Next, we will examine how Life...

Circle Internet Group (NYSE:CRCL) has outlined a 2026 roadmap for its Arc Layer 1 blockchain, targeting use as core infrastructure for enterprise financial applications. The company has received conditional regulatory approval to establish the First National Digital Currency Bank to hold and manage USDC reserves under federal oversight. These updates reflect a combined push on technology build out and regulated banking capabilities tied to USDC. Circle, best known as the issuer of the USDC...

In late January 2026, Starbucks reported fiscal first‑quarter 2026 results showing revenue of US$9,915.1 million and global comparable sales growth, but net income fell to US$293.3 million as higher labor and input costs weighed on profitability. The company used its Investor Day to argue that its “Back to Starbucks” plan is gaining traction, highlighting the first U.S. same‑store sales growth in two years, a revamped loyalty program, and plans for 600 to 650 net new coffeehouses in...

In late January 2026, Bank of America upgraded Microchip Technology, pointing to early signs of recovery in analog chips and improving demand across industrial, data center, aerospace and automotive markets, while the company simultaneously raised its own near-term sales outlook. This alignment between an influential analyst’s view and Microchip’s updated guidance highlights how sector-wide recovery hopes are intersecting with company-specific product and end-market momentum. We’ll now...

Coca-Cola Consolidated has released limited-edition commemorative Coca-Cola cans in central and southern Indiana to celebrate Indiana University’s 2025 College Football Playoff national championship, with matching glass bottles planned for August 2026. By tying its packaging to the Hoosiers’ first football national title, the bottler is tapping into intense regional pride and collector appeal. Next, we’ll examine how linking the brand to Indiana University’s historic championship...