U.S. Software Stock News

Wondering whether Affirm Holdings at around US$51.60 still lines up with the story you have in mind, or if the current price is getting ahead of itself or lagging behind the fundamentals. The stock has recently been volatile, with a 13.5% decline over the last 7 days, a 31.0% decline over the last 30 days, and a 30.3% decline year to date, even though the 3 year return is very large at about 3x and the 1 year return sits at a 36.3% decline. Recent headlines around Affirm have focused on its...

Why recent analyst upgrades are putting BorgWarner (BWA) on investors’ radar Recent analyst upgrades for BorgWarner (BWA), backed by fresh supply deals in electric and hybrid systems, have pushed the stock into focus for investors watching the auto parts shift toward electrified powertrains. See our latest analysis for BorgWarner. BorgWarner’s recent contracts in hybrid and electric systems, a fresh Master Supply Agreement for turbine generators tied to AI data centers, an active buyback...

Garmin (NYSE:GRMN) launched the Catalyst 2 motorsports performance optimizer and the zūmo XT3 GPS device for motorcyclists. The company acquired a large aviation facility at Mesa Gateway airport to expand its aviation footprint. Garmin entered a partnership with Brazos Safety Systems to provide aviation safety analytics. For you as an investor, these moves show how Garmin is leaning into its core segments of motorsports, motorcycling, and aviation with fresh hardware and new operational...

Leggett & Platt (LEG) just released fourth quarter and full year 2025 results alongside 2026 guidance, pairing higher profitability with softer sales and a cautious outlook that gives investors several moving pieces to weigh. See our latest analysis for Leggett & Platt. Leggett & Platt’s latest earnings update lands after a mixed stretch for investors, with a 32.96% 90 day share price return and 18.64% 1 year total shareholder return contrasting with a 60.31% 3 year total shareholder return...

Fabrinet recently reported record second‑quarter fiscal 2026 revenue of US$1.13 billion, reflecting 36% year‑over‑year growth driven by strong demand for its high‑bandwidth optical networking products used in AI‑focused data centers. Institutional investors and analysts have emphasized Fabrinet’s niche role in advanced optical hardware for data centers, suggesting that AI‑related workloads are becoming an increasingly important engine for its manufacturing business. We’ll now examine how...

Pennsylvania jury orders Johnson & Johnson to pay damages in a talc baby powder case related to alleged cancer risks. Verdict arrives as more talc trials are scheduled across the US, with thousands of related lawsuits still pending. US FDA approves a new monthly dosing schedule for RYBREVANT FASPRO as a first line lung cancer treatment. For investors watching Johnson & Johnson (NYSE:JNJ), this mix of legal and drug development news comes with the stock recently trading at about $243.33. The...

In the fourth quarter, Impala Asset Management exited its entire position in Academy Sports and Outdoors, selling 397,115 shares for about US$19.86 million, after the retailer reported third-quarter net sales of US$1.38 billion, a 3% increase, and diluted EPS of US$1.05, up 14% with stronger margins. This complete fund exit, despite quarterly profit growth but year-to-date net income falling 14.6% and comparable sales still negative, highlights investor concern about the durability of...

Lyft (NasdaqGS:LYFT) has launched Lyft Teen, a monitored rideshare option for minors, marking an expansion into a new customer segment. The company recently reported a quarterly period in which revenue did not meet internal expectations, with management pointing to higher promotions and regulatory reserve adjustments. CEO David Risher highlighted growth in active riders and a focus on running the business with more discipline following the challenging quarter. Lyft operates a rideshare...

If you are wondering whether Becton Dickinson is attractively priced right now, the recent share performance and our valuation checks give you a lot to work with before you make up your mind. The stock last closed at US$177.38, with a 3.3% gain over 7 days, a 14.4% decline over 30 days, and returns of 2.4% over 1 year, 1.3% over 5 years, and a 9.0% decline year to date. Recent news about Becton Dickinson has focused on its position as a large medical technology company and how it fits into...

Spotify Technology (NYSE:SPOT) has reported a material shift in operating margin, moving from heavy cash usage to sustained profitability. The company has authorized a major share buyback program alongside a multi billion dollar shelf registration filing. These capital actions are positioned around Spotify's improved revenue profile and stronger profitability metrics. At a share price of $462.82, NYSE:SPOT trades after a 3 year return of 284.6%, while its 1 year return is a decline of...

Wondering if Pure Storage is fairly priced at around US$72.69, or if the market is missing something in the story? This article walks through the key numbers so you can judge the value for yourself. The stock is roughly flat over the last month with a 0.3% decline. Longer term returns of 5.3% year to date, 5.5% over 1 year and 184.3% over 5 years give a very different picture of how the market has treated the company. Recent coverage of Pure Storage has focused on its role in data storage...

Alnylam Pharmaceuticals (NasdaqGS:ALNY) reports its first full year of profitability, supported by its TTR franchise. The company introduces a new RNAi manufacturing platform aimed at supporting its growing portfolio of RNA targeted medicines. Alnylam enters new industry partnerships that expand its presence across RNA therapeutics and drug discovery. For investors watching RNA based medicines, Alnylam sits at the center of a maturing part of biotech with an approved TTR franchise and a...

Tri Pointe Homes (NYSE:TPH) has entered a definitive agreement to be acquired by Sumitomo Forestry in an all cash deal. The transaction will take Tri Pointe private as a wholly owned subsidiary and its shares are expected to be delisted upon closing. Multiple law firms have launched investigations into whether the deal terms and process are fair to Tri Pointe shareholders. For investors watching NYSE:TPH, this buyout comes after a period of strong share price performance. The stock is at...

Wondering if Resolute Holdings Management is starting to offer value at its current share price, or if it still looks fully priced? This article walks through the key signals that matter. The stock last closed at US$179.59, after a 7 day return of an 11.6% decline and a 30 day return of a 13.0% decline, while the year to date return sits at a 3.7% decline. All of these moves can influence how investors think about both upside and risk today. Recent coverage of Resolute Holdings Management...

What Centerspace’s Latest Earnings Mean For Investors Centerspace (CSR) just released fourth quarter and full year 2025 results, pairing a quarterly net loss with a profitable full year and new guidance that points to an expected net loss per share in 2026. The company reported fourth quarter sales of US$66.62 million versus US$66.41 million a year earlier, with a net loss of US$18.38 million and basic and diluted loss per share from continuing operations of US$1.10. For 2025 as a whole,...

Phillips 66 (NYSE:PSX) has raised its quarterly dividend, signaling management’s view of the company’s financial position and cash generation. After shutting down its Los Angeles refinery, the company is leasing storage tanks in the Bahamas and supplying gasoline into California through alternative channels. These moves affect how Phillips 66 sources, stores, and delivers fuel to a key West Coast market. Phillips 66, a major player in refining and midstream operations, is at the center of...

Apple Hospitality REIT (NYSE:APLE) announced that board member Kristian Gathright has resigned from its Board of Directors. Gathright is leaving the board after seven years of service. The company stated that the resignation is not related to any disagreement with its operations, policies, or practices. Apple Hospitality REIT focuses on owning a large portfolio of hotel properties, so board continuity and experience can influence how it oversees capital allocation, brand relationships, and...

Block (NYSE:XYZ) revamped Cash App's Bitcoin fee structure, cutting fees to zero for large and recurring purchases and widening withdrawal limits and funding options. Square introduced an AI assistant in the UK, integrated into its platform to support business users with conversational, data driven insights. For Block, which operates Cash App and Square within a single platform, these product moves sit at the intersection of payments, crypto access, and small business software. The Bitcoin...

If you are wondering whether Rigetti Computing's current share price reflects its true potential or risk, you are in the right place for a closer look at what that price might actually represent. The stock has recently been volatile, with a 5.1% decline over the last 7 days, a 39.1% decline over 30 days and a 33.9% decline year to date, while still showing a 41.3% return over the past year and a very large gain over 3 years. Recent market attention on Rigetti has been shaped by ongoing...

Kyndryl Holdings (NYSE:KD) has filed its delayed quarterly report after identifying material weaknesses in internal control over financial reporting. The company outlined remediation efforts aimed at strengthening its control environment and stated that no financial restatements are required. Kyndryl is also facing a securities class action lawsuit alleging that prior disclosures about internal controls and financial results were misleading. Kyndryl enters this news cycle with its shares at...

Toast (NYSE:TOST) and Instacart have entered a partnership to link Toast retail customers' in-store inventory with the Instacart marketplace. The collaboration aims to expand online reach for retailers using Toast and streamline e-commerce operations. Toast-powered restaurants are expected to gain new tools for just-in-time supply procurement through Instacart. For investors watching NYSE:TOST, this move sits at the intersection of restaurant tech, retail software and online grocery...

In February 2026, Digital Realty Trust filed an omnibus shelf registration covering common and preferred stock, depositary shares, warrants and debt securities, and separately registered a US$3.00 billion at-the-market follow-on common equity program. This move follows its recently reported 2025 results and 2026 guidance, signaling a plan to keep substantial funding options open while managing growth and balance sheet needs. Next, we will examine how this US$3.00 billion at-the-market equity...

Carvana (NYSE:CVNA) is facing serious fraud allegations related to its accounting and undisclosed related party transactions. Several law firms have announced investigations into the company, and there are indications of a potential SEC probe. Reports of systematic insider share sales by executives have added to concerns and weakened investor sentiment. For shareholders in Carvana at a current share price of $350.94, these allegations come after a period of very large 3 year gains and a...

In February 2026, Ascendis Pharma A/S reported its fourth-quarter 2025 results, with sales of €247.5 million and a net loss of €33.56 million, and full-year 2025 sales of €720.13 million alongside a net loss of €228.03 million, all showing year-on-year improvement in both revenue and losses per share. These earnings, which combined much higher sales with smaller losses, prompted several major Wall Street firms to reiterate positive views on Ascendis Pharma’s prospects, highlighting how...