U.S. Software Stock News

Why Intuit’s latest earnings and guidance matter now Intuit (INTU) has become a talking point after its recent quarterly earnings and updated guidance put the spotlight on profitability during the current U.S. tax season, just as higher customer acquisition and service costs bite. At the same time, the company is leaning further into AI driven features across QuickBooks and TurboTax, which it says are seeing solid customer uptake. That combination of reported results, heavier near term...

LKQ (NasdaqGS:LKQ) announced that board member Patrick Berard will step down after his current term and will not seek re election. The change affects the composition of LKQ's board of directors, an important body for governance and oversight. Investors may look at future board appointments for signals on company direction and oversight priorities. LKQ, a distributor of vehicle replacement and specialty parts, sits in the middle of trends around vehicle maintenance, repair, and aging car...

Sensata Technologies Holding (NYSE:ST) has launched FaultBreak, a new high-voltage switching and protection solution for electric vehicles. The FaultBreak contactor combines fuse and contactor functions into a single device designed to improve EV safety, reliability, and system simplicity. The product targets fault management challenges in high-voltage EV platforms, with a focus on reducing system complexity, cost, and weight. Sensata Technologies Holding, listed on the NYSE under ticker...

AeroVironment (NasdaqGS:AVAV) recorded a $151 million goodwill impairment in its Space segment, tied to the BlueHalo acquisition. The company reported a much larger operating loss for the quarter, driven primarily by the underperforming Space and directed energy operations. Q3 results missed prior expectations and management lowered its 2026 guidance, while maintaining a record backlog. This is the first impairment of this size in the newly acquired Space business and raises questions around...

MBX Biosciences recently reported positive regulatory momentum for its lead candidate canvuparatide, including a successful End-of-Phase 2 FDA meeting and orphan drug designations in both the U.S. and Europe for chronic hypoparathyroidism. At the same time, MBX has refreshed its senior leadership bench, adding experienced dealmaker Karen Basbaum as Chief Business Officer and appointing veteran finance executive John Smither as Interim Chief Financial Officer. With Phase 3 plans for...

Sunoco (NYSE:SUN) has priced a private offering of senior notes totaling US$1.2b. The offering has been upsized and is aimed at refinancing existing debt at Sunoco and NuStar Logistics. These transactions adjust the company’s capital structure and involve changes to key underwriters. Sunoco (NYSE:SUN) sits at the intersection of fuel distribution and energy infrastructure, where access to credit markets can be as important as operational performance. For investors tracking the sector,...

Medtronic (NYSE:MDT) has agreed to acquire Scientia Vascular, a move aimed at expanding its neurovascular product portfolio. The deal focuses on adding Scientia Vascular’s guidewire and catheter technologies used in complex stroke and other neurovascular procedures. The acquisition is intended to widen Medtronic’s coverage of neurointerventional workflows and support its presence in high-impact neurological care. Medtronic, a large global medical technology company, is already active across...

Rigetti Computing (RGTI) is back in focus after its fourth quarter and full year 2025 earnings. Quarterly revenue was US$1.87 million, and the company reported a quarterly net loss of US$18.21 million. See our latest analysis for Rigetti Computing. The earnings release and updated product roadmap arrived after a sharp pullback, with a 90 day share price return of a 34.95% decline and a year to date share price return of a 28.01% decline. However, the 1 year total shareholder return of 111.06%...

Target (NYSE:TGT) is pushing ahead with an aggressive turnaround under new CEO Michael Fiddelke, supported by a $5 billion capital plan. The program focuses on overhauling merchandising, upgrading store experiences, and expanding technology investments. New and broadened partnerships, including collaborations with brands like Free People, are rolling out nationwide alongside exclusive product launches. Leadership moves, including staff reductions and refreshed operating priorities, are...

If you are wondering whether Millicom International Cellular still offers good value after its strong run, or if you may be turning up late, this article focuses squarely on what you are paying versus what you may be getting. The stock last closed at US$72.84, with returns of 1.1% over 7 days, 8.8% over 30 days, 28.8% year to date, 175.4% over 1 year and 342.7% over 3 years. This naturally raises questions about how much optimism is already reflected in the price. Recent headlines around...

US Foods Holding (NYSE:USFD) signs a definitive agreement to acquire Shetakis, expanding its presence in the foodservice distribution space. The company ends its planned merger with Performance Foods after running into regulatory and economic hurdles. Together, these moves reshape US Foods Holding's growth playbook in a challenging foodservice market. US Foods Holding, one of the largest foodservice distributors in the US, operates in a sector facing cost pressures, changing restaurant...

The Morning Bull - US Market Morning Update Wednesday, Mar, 11 2026 US stock futures are slightly lower this morning, with E-mini S&P 500 contracts down about 0.1%, as investors weigh softer US housing confidence against steady bond markets and solid hiring. Existing home sales are running at an annual pace of 4.09 million, with prices near US$398,000, which matters for anyone thinking about moving or taking out a new mortgage. At the same time, the 10 year Treasury yield is holding around...

Astera Labs (ALAB) is back in focus after Jim Cramer highlighted the stock and Artisan Partners disclosed a new position, drawing fresh attention to the company’s role in AI driven data center connectivity. See our latest analysis for Astera Labs. Those headlines are landing after a sharp reset in sentiment, with the 30 day share price return of Astera Labs at a 37.93% decline and the year to date share price return at a 35.13% decline, even as the 1 year total shareholder return sits at...

Riot Platforms (RIOT) has become a focal point for investors after reporting full year 2025 results that combined record Bitcoin mining revenue, a large net loss, and a pivot toward power dense data center infrastructure. See our latest analysis for Riot Platforms. Riot Platforms shares have been choppy around the recent earnings and AMD data center agreement, with a 1-year total shareholder return of 89.64% contrasting with a 5-year total shareholder return decline of 74.31%, hinting at...

IRADIMED (IRMD), a US based maker of MRI compatible medical devices, has drawn investor attention recently as its shares show mixed short term moves but a much stronger picture over the past year. See our latest analysis for IRADIMED. At a share price of US$98.95, IRADIMED has seen a 1 day share price return of 1.23% decline and a 7 day share price return of 5.13% decline, yet its 1 year total shareholder return of 91.95% and 5 year total shareholder return of 346.3% point to strong longer...

In early March 2026, General Dynamics’ board declared a regular quarterly dividend of US$1.59 per share, payable on May 8, 2026, to shareholders of record as of April 10, 2026. This higher dividend highlights the company’s emphasis on returning cash to shareholders, underpinned by its diversified aerospace and defense operations across submarines, business jets, and technology services. We’ll now examine how this dividend increase and the confidence it signals could influence General...

D-Wave Quantum Inc. recently reported fourth-quarter 2025 sales of US$2.75 million and a quarterly net loss of US$42.33 million, while also highlighting major new bookings that already exceed its entire fiscal 2025 total. Large contracts, including a US$20 million deal with Florida Atlantic University and a two-year, US$10 million quantum-compute-as-a-service agreement with a Fortune 100 company, underline how quickly its commercial pipeline is evolving alongside its dual-platform quantum...

SolarEdge Technologies recently announced that Chief Financial Officer Asaf Alperovitz will leave the company in June 2026 to take a finance leadership role at another public company, while the board begins searching for his successor and reaffirmed its existing first-quarter guidance. The company emphasized that the CFO transition is unrelated to financial or accounting concerns, underscoring management’s confidence by maintaining its outlook despite ongoing sector challenges. With analysts...

On March 5, 2026, BGC Group Inc. disclosed that Jean-pierre Aubin, a Co-CEO within the firm, sold 10,000 shares amid a year featuring both insider purchases and sales. At the same time, BGC Group has drawn attention for its favorable analyst rating and value-focused metrics, which contrast with the mixed signals from insider activity. We’ll now look at how BGC Group’s stronger value credentials, highlighted by its recent analyst upgrades, affect the existing investment narrative. Capitalize...

NVIDIA (NasdaqGS:NVDA) is expanding its AI footprint through a multi year partnership and investment in Thinking Machines Lab tied to over one gigawatt of next generation Vera Rubin infrastructure. The company is working with ABB Robotics to integrate NVIDIA Omniverse into industrial robotics solutions for design, simulation, and deployment of physical AI systems. NVIDIA is shifting HBM4 memory supply for the Vera Rubin platform to Samsung and SK Hynix, affecting the broader AI hardware...

Microsoft stock in focus Microsoft (MSFT) is back on investor watch as its recent share performance contrasts sharply between the past month and the past 3 months. This is prompting a closer look at how current fundamentals line up with that price action. See our latest analysis for Microsoft. At a latest share price of US$405.76, Microsoft’s recent 1 day and 90 day share price returns are weaker, yet its 1 year and multi year total shareholder returns of 7.47%, 59.27% and 77.89% suggest...

Robert Half released survey findings showing that AI generated job applications are slowing hiring decisions for many employers. HR leaders in the survey reported difficulty verifying skills and authenticity as automated applications increase. Companies are responding by leaning more on staffing firms such as Robert Half to filter candidates and manage hiring complexity. For investors watching NYSE:RHI, the survey points to a business issue that sits squarely in Robert Half’s wheelhouse...

If you are trying to work out whether Celcuity's current share price makes sense, this article walks through how its value stacks up using several common yardsticks. The stock last closed at US$117.10, with recent returns of 9.0% over 7 days, 9.7% over 30 days, 16.5% year to date, and very large gains over 1 year and 3 years. Recent news around Celcuity has focused on its position in the pharmaceuticals and biotech space and how investors are reacting to its progress on key programs and...

Prudential Financial (NYSE:PRU) has appointed CEO Andrew Sullivan as Chairman of the Board. Sullivan succeeds Charles Lowrey, who is retiring after 25 years of service with the company. This leadership transition reflects a significant change in board governance and oversight at Prudential Financial. Prudential Financial, a major player in insurance, retirement solutions and investment management, often sits at the center of conversations about long term savings and financial protection...