U.S. Software Stock News

Fastly (FSLY) shares recently moved higher after enthusiasm around Cloudflare’s AI infrastructure update and the open source AI agent Clawdbot drew attention to edge platforms handling AI workloads. See our latest analysis for Fastly. Those AI driven headlines have arrived against a mixed backdrop for Fastly, with the share price at US$9.92 after a 24.31% 90 day share price return, yet a 1 year total shareholder return of 6.68% decline and a 5 year total shareholder return of 90.97% decline...

In January 2026, Erasca, Inc. completed a follow-on equity offering of 22,500,000 common shares at US$10.00 each, raising US$225,000,000 with a US$0.60 per-share discount. This capital raise, alongside encouraging clinical progress for ERAS-0015 showing partial responses without dose-limiting toxicities, materially reinforces Erasca’s ability to fund its development pipeline. We’ll now explore how the strengthened balance sheet from this offering influences Erasca’s investment narrative and...

In recent weeks, Chord Energy has faced mixed analyst sentiment, with Citi downgrading the stock while other firms maintained more favorable ratings amid sector-wide macro concerns. At the same time, Chord Energy moved to expand its Williston Basin footprint through a US$550 million purchase of Exxon Mobil’s XTO Energy assets, signaling a material shift in its asset base and cash flow profile. We’ll now examine how this XTO Energy asset acquisition shapes Chord Energy’s investment narrative...

As the U.S. stock market experiences fluctuations driven by mixed corporate earnings and geopolitical uncertainties, investors are increasingly attentive to undervalued opportunities amidst the volatility. In such a climate, identifying stocks that may be trading below their estimated value can offer potential for growth, provided they exhibit strong fundamentals and resilience in challenging conditions.

As the U.S. stock market faces turbulence with major indices like the Dow Jones and S&P 500 experiencing declines, investors are keenly observing companies that exhibit resilience and potential for growth. In such a volatile environment, stocks of growth companies with high insider ownership often stand out as they suggest strong internal confidence in the business's future prospects.

As the U.S. market navigates a landscape marked by fluctuating tech stocks and record highs in precious metals, investors are increasingly looking beyond the well-trodden paths of major indices to uncover potential opportunities in lesser-known small-cap stocks. In this environment, identifying undiscovered gems requires a keen eye for companies with robust fundamentals that can withstand broader market volatility and capitalize on niche growth opportunities.

As the U.S. market faces fluctuations with major indices like the Dow Jones and S&P 500 experiencing declines, investors are increasingly seeking alternative opportunities to diversify their portfolios. Penny stocks, a term that may seem outdated, continue to hold potential for those willing to explore smaller or newer companies that can offer growth at lower price points. With strong balance sheets and solid fundamentals, these stocks can present hidden gems in today's market landscape,...

As the U.S. stock market navigates through a challenging period marked by declining tech shares and fluctuating precious metal prices, investors are increasingly seeking stability amid volatility. In such an environment, dividend stocks can offer a reliable income stream, providing both potential for growth and regular returns that may help cushion against market downturns.

McCormick (MKC) just paired a completed share repurchase program with a fresh set of quarterly results and 2026 sales guidance, giving investors new information on both capital returns and expected business momentum. See our latest analysis for McCormick. Even with the latest buyback update, earnings release, and 2026 sales guidance, McCormick’s recent 7 day share price return of 7.06% and 30 day share price return of 10.53% point to fading short term momentum. At the same time, the 1 year...

Fidelity National Information Services recently appointed Anil Chakravarthy, President of Adobe’s Customer Experience Orchestration Business and former Informatica CEO, to its Board of Directors, expanding the Board to ten members, nine of whom are independent. Chakravarthy’s background in cloud, subscription software and enterprise security adds further technology depth to FIS’s leadership as it refocuses on its core banking and payments technology services. Next, we’ll examine how adding...

Littelfuse (LFUS) capped FY 2025 with fourth quarter revenue of US$593.9 million and a basic EPS loss of US$9.72, alongside a full year trailing twelve month revenue base of about US$2.4 billion and a TTM EPS loss of US$2.89. Over recent quarters the company has seen revenue move from US$529.5 million in Q4 2024 to US$593.9 million in Q4 2025. Quarterly basic EPS has ranged from a loss of US$2.09 in Q4 2024 to a profit of US$2.80 in Q3 2025 before the latest Q4 loss, leaving investors to...

Elevance Health (ELV) closed out FY 2025 with Q4 revenue of US$49.7b and basic EPS of US$2.47, alongside net income of US$547m. Over the past six quarters, the company has seen quarterly revenue move from US$45.1b in Q3 2024 to a range between US$48.9b and US$50.7b through 2025, while quarterly EPS shifted from US$4.38 to US$9.64 and then to US$2.47. This sets up an earnings print where margin resilience is front of mind for investors. See our full analysis for Elevance Health. With the...

ServiceNow (NOW) is back on many investors’ screens after a sharp pullback, with the stock showing a negative move over the past month and past 3 months that contrasts with its longer term total returns. See our latest analysis for ServiceNow. At a share price of US$129.62, ServiceNow’s 30 day share price return of 16.15% and 90 day share price return of 30.66% contrast with a 1 year total shareholder return of 43.33%. The 3 year and 5 year total shareholder returns of 36.78% and 12.39%...

Why the Renergen Helium Project Update Matters for ASP Isotopes (ASPI) ASP Isotopes (ASPI) has given investors a detailed production update on the newly acquired Renergen Helium Project, outlining higher gas throughput, completed plant upgrades, and a timetable toward positive operational cash flow before the end of 2026. See our latest analysis for ASP Isotopes. The Renergen update lands after a volatile stretch, with a 1-day share price return of 1.93% and a 7-day move of 8.77% helping...

Why Excelerate Energy is on investors’ radar Excelerate Energy (EE) has drawn attention after recent share price moves, with the stock closing at US$36.27 and posting positive returns over the past week, month and past 3 months. See our latest analysis for Excelerate Energy. The recent 1-day share price return of 1.82% and 30-day share price return of 29.26% add to a 27.98% year to date share price return and 54.85% three year total shareholder return, suggesting momentum has been building...

Five Below (FIVE) has been drawing attention after recent share price swings, with the stock closing at US$185.42. Investors are weighing its latest returns against revenue of US$4.43b and net income of US$307.87m. See our latest analysis for Five Below. Recent trading has been choppy, with a 1-day share price return of a 0.97% decline and a 7-day share price return of a 5.36% decline. However, a 90-day share price return of 18.25% and a 1-year total shareholder return of 95.22% point to...

Why Vaxart’s Norovirus Data Matters for Investors Vaxart (VXRT) has drawn fresh attention after npj Vaccines published Phase 1 data on its single dose, oral bivalent norovirus vaccine in postpartum, breastfeeding women, highlighting immune responses in both mothers and their infants. See our latest analysis for Vaxart. The new npj Vaccines publication comes after a strong 30 day share price return of 83.38% and 90 day share price return of 81.95%. However, the 1 year total shareholder return...

In late January 2026, Authvia announced a partnership with PayPal and Venmo that lets consumers and businesses send and receive money directly through SMS and RCS, while PayPal also expanded wallet-based services ranging from digital gift cards to free tax filing via april for eligible debit card users. Together with PayPal’s push into crypto payments and AI-enabled commerce, these moves show the company using partnerships to extend its wallet into everyday financial tasks and emerging...

Curious whether Broadridge Financial Solutions at around US$204.89 is offering fair value or a potential bargain right now? This article walks through the numbers in a clear way so you can judge for yourself. The stock has seen mixed returns, with a 0.9% decline over the last 7 days, a 9.9% decline over the last 30 days and a 7.1% decline year to date. The 3 year and 5 year returns sit at 40.4% and 54.1% respectively, and the 1 year return is a decline of 11.6%. Recent coverage has focused...

First Busey (BUSE) has put a fuller year of numbers on the table for FY 2025, with fourth quarter revenue of US$197.8 million and EPS of US$0.63, rounding out trailing twelve month revenue of US$666.8 million and EPS of US$1.49. The company has seen revenue move from US$453.7 million and EPS of US$2.01 on a trailing basis in late 2024 to US$666.8 million and EPS of US$1.49 by the end of 2025. This is setting up a results season where investors are weighing those headline figures against a...

Why PJT Partners is on investors’ radar today PJT Partners (PJT) has attracted fresh attention after recent share price moves, with the stock closing at $178.73. Investors are weighing its recent returns and current valuation signals to reassess their view. See our latest analysis for PJT Partners. Recent trading has been choppy, with a 1.36% 1 day share price return and a 6.54% 7 day share price decline, alongside a 5.42% year to date share price gain. Total shareholder returns of 10.55%...

The French Treasury recently approved MARA Holdings’ acquisition of a 64% controlling stake in Exaion, EDF’s data center arm, subject to conditions on industrial capacity, data protection, service continuity, and governance oversight in France. A two-year non-compete clause restricting EDF from high-performance computing, AI, and bitcoin mining underscores how regulators are treating digital infrastructure and energy-linked computing as geostrategic assets. We’ll now examine how this Exaion...

Oracle has entered TikTok's new U.S. joint venture as a major stakeholder and security partner. The partnership gives Oracle a central role in data privacy, national security safeguards, and oversight of TikTok's U.S. operations. The move expands Oracle's reach beyond enterprise software and cloud into a large consumer digital platform. For investors watching NYSE:ORCL, this deal comes as the stock trades around $172.8, with a 3 year return of 98.9% and a 5 year return of 197.6%. Oracle is...

Multiple Hunterbrook investigations alleging that Ubiquiti (UI) radio gear is supporting Russian military communications in Ukraine have put the company’s sanctions compliance, legal exposure, and reputational risk squarely in focus for shareholders. See our latest analysis for Ubiquiti. The Hunterbrook short report and sanctions concerns arrive after a sharp reset in sentiment, with a 90 day share price return of a 28.13% decline, contrasting with a 44.76% one year total shareholder return...