U.S. Software Stock News

Targa Resources recently reported past fourth-quarter 2025 earnings of US$2.51 per share, beating analyst expectations and helping deliver a record full-year adjusted EBITDA of US$4.96 billion, supported by higher Permian Basin volumes and effective marketing. The company also outlined 2026 adjusted EBITDA guidance of US$5.4 billion to US$5.6 billion and US$2.5 billion in expansion capital spending, underscoring its commitment to growth-oriented infrastructure investment. We’ll now examine...

Newmark Group (NMRK) has been in focus after its capital markets team arranged a US$525 million refinancing for The Artise, a 25 story, 99% leased office tower in downtown Bellevue, Washington. See our latest analysis for Newmark Group. Newmark’s recent refinancing of The Artise comes after a tough stretch for the share price, with a 90 day share price return of negative 13.79%, even as the 1 year total shareholder return sits at 30.89% and the 3 year total shareholder return at 112.48%. This...

Viatris (VTRS) came under pressure after its experimental eye treatment MR-139 failed to meet primary endpoints in two consecutive Phase III trials for blepharitis, a setback that weighed on sentiment. See our latest analysis for Viatris. The share price reaction to the MR-139 trial failure comes after a mixed stretch, with a 30 day share price return of 9.74% offset by a 90 day share price return of 7.87%, while the 1 year total shareholder return of 72.38% and 3 year total shareholder...

Why Arcosa Stock Is Drawing Investor Attention Now Arcosa (ACA) has come onto investor radars after its recent share performance, with a small daily decline, modest gains over the past week, and mixed moves over the past month and past 3 months. For anyone tracking industrial and infrastructure related names, this kind of short term volatility can be a prompt to look more closely at what you are actually getting in terms of business mix, recent financial results, and valuation signals. See...

In late March 2026, Huntington Bancshares’ board declared quarterly cash dividends on its 5.70% Series I and 5.50% Series L Non-Cumulative Perpetual Preferred Stock, with payments scheduled for May 20 and June 1, 2026, to shareholders of record as of April 30 and May 15, respectively. Together with Huntington’s move into a tokenized deposit network and a new SEI wealth platform, these preferred dividends highlight the bank’s focus on modernizing its infrastructure while continuing consistent...

In March 2026, Power Integrations launched its TOPSwitchGaN flyback IC family, using PowiGaN technology to push flyback converter power capability up to 440 W while improving efficiency, cutting thermal requirements, and lowering system complexity and cost for applications like high-end appliances, e-bike chargers, and industrial power supplies. This innovation expands the practical range of a widely used power-supply architecture, potentially making it easier for equipment makers to meet...

Contract win reframes Vericel’s setup for investors Vericel (VCEL) recently secured a US$196.87 million contract with the Health and Human Services department, covering procurement of its FDA approved enzymatic debridement product and development of a next generation version. See our latest analysis for Vericel. The contract news has arrived at a time when Vericel’s short term share price return has picked up, with a 1 day move of 4.85% and a 7 day gain of 10.77%. This is the case even though...

Heightened scrutiny on BlackRock’s private credit funds BlackRock (BLK) is in the spotlight after US lawmakers and lawyers intensified scrutiny of its private credit vehicles, fund liquidity practices, and governance, following redemption limits in the HPS Corporate Lending Fund and a securities fraud investigation. This scrutiny has sharpened attention on how BlackRock structures, values, and risks its alternative assets. These activities sit alongside its traditional asset management and...

In late March 2026, Marqeta enhanced its Real-Time Decisioning platform with an AI-powered risk score that assesses transaction risk in real time using over 300 attributes and proprietary card program data to help customers curb payment fraud and reduce false declines. This upgrade stands out because the risk engine continuously adapts to individual cardholder behavior and shifting market patterns, delivering millisecond-level decisions that can refine fraud controls without sacrificing...

In recent months, Intuitive Surgical reported a phishing attack that accessed certain internal IT business applications but left its da Vinci and Ion robotic systems unaffected, while also delivering a strong quarter with its da Vinci 5 system gaining regulatory approvals in Europe and Japan for a phased rollout and issuing 2026 growth and margin guidance. An interesting angle is how Intuitive’s swift containment of the cyber incident, combined with momentum behind da Vinci 5’s global...

In March 2026, KeyBanc initiated coverage on NiSource Inc. with an Overweight rating, joining several firms that recently reiterated positive views on the regulated utility. Analysts are emphasizing NiSource’s exposure to growing data center power needs and supportive regulation, while still flagging its elevated debt burden and modest interest coverage. Next, we’ll examine how this fresh analyst optimism around data center-driven demand and regulation could reshape NiSource’s existing...

Provident Financial Services (PFS) is back on investors' radar after solid quarterly results, a 7.9% stock move in recent months, and fresh hires in wealth management, along with a new Head of Investor Relations. See our latest analysis for Provident Financial Services. The 7.9% share price move in recent months sits within a steadier pattern, with a 90 day share price return of 7.85% and a 1 year total shareholder return of 39.79%. This hints that momentum has been building as quarterly...

Event driven moves at Centerspace Land & Buildings recently lifted its stake in Centerspace (CSR) to 9.19%, as the REIT also announced the retirement of board member Emily Nagle Green and declared its latest quarterly dividend. See our latest analysis for Centerspace. Despite the latest $59.90 share price seeing a 3.67% 1 day share price return, Centerspace’s 30 day share price return of 3.94% and year to date share price return of 10.56% suggest momentum has been fading, even as the 3 year...

Plains GP Holdings (PAGP) recently filed a shelf registration for up to US$938.9 million of Class A shares, giving the company flexibility to raise equity capital that could affect future dilution and investor sentiment. See our latest analysis for Plains GP Holdings. At a share price of US$24.06, Plains GP Holdings has logged a 90 day share price return of 23.96% and a 1 year total shareholder return of 26.46%. The new US$938.9 million shelf registration gives context to this recent momentum...

Why Coca-Cola’s latest investments matter for KO shareholders Coca-Cola (KO) is back in the spotlight after outlining two large capital projects: a US$1b plan in South Africa and a US$650 million Fairlife expansion in Michigan, both aimed at supporting future product demand. See our latest analysis for Coca-Cola. Those new projects come as Coca-Cola’s share price has gained 11.0% year to date and 11.0% over 90 days, while its 1-year total shareholder return of 7.88% and 5-year total...

Pomerantz LLP is investigating Encompass Health Corporation after a July 15, 2025 New York Times report alleged below-average safety outcomes and serious patient care errors at some of its for-profit hospitals, raising questions about potential securities law violations and business practices. This clash between heightened legal and reputational scrutiny and ongoing confidence from Wall Street analysts creates an unusual tension in how investors may assess Encompass Health’s long-term...

On March 27, 2026, Lincoln National Corporation entered into an unsecured, third amended and restated credit agreement with a bank syndicate led by Bank of America, providing up to US$2.00 billion in borrowing and letters of credit capacity through March 27, 2031, with fees tied to credit ratings and ongoing financial covenants. This long-dated, covenant-driven facility underscores lenders’ confidence in Lincoln National’s balance sheet discipline and gives the company meaningful financial...

Thermo Fisher Scientific (TMO) has been active on the product front, rolling out the Gibco CTS Compleo Fill and Finish System, the CHOvantage GS Cell Line Development Kit and the Glacios 3 Cryo TEM in quick succession. See our latest analysis for Thermo Fisher Scientific. Despite the string of product launches and recent collaboration news, Thermo Fisher Scientific’s 90 day share price return of 17.05% and year to date share price return of 17.05% point to fading momentum, even though the 1...

In recent sessions, Sunrun reported ongoing losses alongside expectations for a small per‑share loss and higher revenue, while also completing a US$431 million securitization of residential solar assets and drawing fresh analyst support. This combination of stronger sector sentiment, expanded financing capacity, and upgraded analyst views has sharpened attention on how effectively Sunrun can convert its growing asset base into sustainable cash generation. Next, we’ll examine how the latest...

PC Connection (CNXN) recently secured Dell Technologies Partner Program Titanium Black status for 2026, placing it among Dell’s top partners and putting fresh attention on how this recognition lines up with the company’s fundamentals. See our latest analysis for PC Connection. The latest Dell recognition lands as the share price trades at US$59.60, with a 90 day share price return of 4.78% and a 3 year total shareholder return of 36.20%. This hints at gradually building momentum despite a...

Why Warrior Met Coal (HCC) is on investors’ radar Warrior Met Coal (HCC) has drawn attention after a recent move in its share price, with the stock closing at $94.89 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for Warrior Met Coal. The recent 3.25% 1 day share price return and 15.8% 1 month share price return come after a very large 5 year total shareholder return of more than 7x. This suggests momentum has been building over both shorter and...

Alnylam Pharmaceuticals (ALNY) has drawn fresh attention after presenting extensive cardiovascular data at ACC.26. The company highlighted vutrisiran in amyloidosis and zilebesiran in hypertension, alongside new efforts to improve ATTR-CM diagnosis and care coordination. See our latest analysis for Alnylam Pharmaceuticals. The recent ACC.26 data and ATTR-CM care initiatives have arrived after a sharp 90 day share price return decline of 20.32%, even as the 1 year total shareholder return sits...

Trigger event and business mix shift Houlihan Lokey (HLI) is back in focus after recent commentary highlighted a slowdown in its restructuring work, driven by improving macro conditions and lower interest rates, alongside stronger momentum in M&A and valuation advisory. See our latest analysis for Houlihan Lokey. At a share price of $141.32, Houlihan Lokey has seen pressure in recent months, with a 30 day share price return of 12.82% and a 90 day share price return of 19.86%, even as its 5...

In recent weeks, National Vision Holdings has faced pressure after SEC filings showed Vanguard reporting zero beneficial ownership following an internal realignment, alongside Engle Capital’s full liquidation of its stake and increased insider share sales amid concerns about valuation and debt levels. This wave of institutional exits and insider selling is prompting investors to reassess how sensitive National Vision’s business model may be to balance sheet and ownership changes. We’ll now...