U.S. Software Stock News

In early January 2026, analyst Dan Bergstrom at RBC Capital reiterated a hold rating on Commvault Systems, reflecting a cautious stance following growing interest in its data protection and cyber resilience offerings. The more cautious rating contrasts with generally upbeat analyst commentary around Commvault’s recurring revenue growth, margin trajectory, and deepening integrations with major cloud providers, underscoring how opinions differ on how much of the company’s data resilience...

In recent days, Howmet Aerospace reported strong year-over-year revenue and earnings growth across its commercial and defense aerospace segments, supported by raised financial guidance and higher shareholder returns through dividend increases and share repurchases. This performance, alongside growing demand for engine spares and robust orders tied to programs such as the F-35, has reinforced market confidence in Howmet’s role within the expanding global aerospace supply chain. With analysts...

In its latest quarterly update, Home Bancshares, the parent of Centennial Bank, reported revenue growth of 6.3% year on year, beating analyst forecasts alongside modest earnings-per-share and tangible book value outperformance. This earnings beat suggests the bank’s core lending and fee-generating businesses are currently running ahead of market expectations on both growth and balance-sheet strength. We’ll now explore how this stronger-than-expected revenue and earnings performance could...

ArcBest recently announced that it will release its fourth-quarter 2025 financial results on January 30, 2026, followed by a conference call and live webcast with management to review the figures. Investor attention has intensified as multiple brokerage firms have reiterated favorable views on ArcBest, with the consensus rating now indicating an “Outperform” stance across the analyst community. With analysts largely reinforcing an Outperform consensus, we’ll examine how this renewed...

Charles River Laboratories International announced that long‑time Chair, President and CEO James C. Foster will retire in May 2026, with current Chief Operating Officer Birgit Girshick appointed as his successor and nominated to join the Board, while Foster remains as a non‑executive Director and the Chair and CEO roles are separated. This transition caps Foster’s 50‑year tenure in which Charles River evolved from a niche research models business into a global preclinical contract research...

Key Insights Given the large stake in the stock by institutions, Solventum's stock price might be vulnerable to their...

In early January 2026, Terreno Realty Corporation closed a new US$200,000,000 five-year unsecured term loan maturing January 15, 2031, at an interest rate generally set at SOFR plus 1.15% to 1.65%, and used the proceeds to pay down its US$600,000,000 revolving credit facility and for general corporate purposes. Together with this financing, Terreno highlighted robust fourth-quarter 2025 industrial portfolio activity, including high occupancy, strong cash rent increases on new and renewed...

In the recent Q3 earnings season, TriCo Bancshares reported revenue growth of 8.5% year on year and surpassed analyst expectations on revenue, earnings per share, and tangible book value per share. This broad-based outperformance versus consensus suggests investors are reassessing how effectively TriCo Bancshares is managing its balance sheet and profitability metrics. We will now examine how this stronger-than-expected earnings performance shapes TriCo Bancshares' investment narrative and...

Olin (OLN) cut its Q4 2025 adjusted EBITDA outlook to about US$67 million, down from a prior range of US$110 million to US$130 million, citing maintenance, downtime at Freeport, Texas, and softer pipeline chlorine demand. See our latest analysis for Olin. Even with the reduced Q4 2025 outlook, the stock has been volatile, with a 1-day share price return of 5.76% and a 7-day share price return of 10.72%. The 1-year total shareholder return decline of 20.26% and 3-year total shareholder return...

Tutor Perini (TPC) drew fresh attention after announcing a roughly US$53 million change order for Honolulu’s City Center Guideway and Stations Project. This expands its role in designing new rail segments and two additional stations. See our latest analysis for Tutor Perini. The contract news comes after a period of firm share price momentum, with Tutor Perini’s latest share price at US$70.53 and a 90 day share price return of 13.28%. Its 1 year total shareholder return of 195.24% and 3 year...

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...

We wouldn't blame Nuvalent, Inc. ( NASDAQ:NUVL ) shareholders if they were a little worried about the fact that James...

Despite an already strong run, Binah Capital Group, Inc. ( NASDAQ:BCG ) shares have been powering on, with a gain of...

We'd be surprised if Relay Therapeutics, Inc. ( NASDAQ:RLAY ) shareholders haven't noticed that the CEO, President...

Some Denali Therapeutics Inc. ( NASDAQ:DNLI ) shareholders may be a little concerned to see that the Co-Founder, Ryan...

Key Insights Given the large stake in the stock by institutions, Fractyl Health's stock price might be vulnerable to...

What Costamare’s Latest Dividend Move Signals for Investors Costamare (CMRE) recently reaffirmed its income profile by declaring a quarterly dividend of $0.115 per common share, along with scheduled payments on its Series B, C, and D preferred shares. For common shareholders, the $0.115 dividend relates to the quarter ended December 31, 2025 and is payable on February 5, 2026 to investors on record as of January 20, 2026. Preferred investors are set to receive $0.476563 per Series B share,...

Why 3D Systems Is Back on Investor Radar 3D Systems (DDD) is drawing fresh attention after expanding its U.S. facilities, securing 510(k) clearance for its VSP Orthopedics platform, and advancing defense work supported by the National Defense Authorization Act. See our latest analysis for 3D Systems. These updates have arrived during a volatile stretch, with a 7 day share price return of 25.95% and a 30 day gain of 22.63% following a 90 day decline of 25.08%. At the same time, the 1 year...

Stock performance snapshot and recent context Cullen/Frost Bankers (CFR) has attracted fresh attention from investors after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months, and year to date. Over the past week the stock returned 5.9%, with gains of 5.1% over the past month and 8.3% over the past 3 months. Year to date, the total return stands at 5.9%, while the 1 year total return is 5.6%. See our latest analysis for Cullen/Frost...

Potential Dorian LPG Ltd. ( NYSE:LPG ) shareholders may wish to note that the Chairman of the Board, John Hadjipateras...

In recent days, First American Financial reported higher quarterly revenue and net profit than the prior year, while Barclays’ Terry Ma reaffirmed a Hold rating and analysts maintained a Moderately Buy-leaning consensus view. This combination of improving financial performance and broadly constructive analyst sentiment may be reshaping how investors assess the company’s earnings profile and resilience. Next, we’ll examine how the stronger quarterly results could influence First American...

Recently, Paymentus Holdings reported that it continues to upgrade its cloud-based billing and payment platform and deepen integrations across utilities, municipalities, healthcare, and government, while management reaffirmed its full-year outlook for steady growth and improving margins. An interesting angle is how these enhancements in essential recurring payment flows may strengthen Paymentus’ role as infrastructure-like software for billers across multiple regulated sectors. Next, we’ll...

In recent days, O’Reilly Automotive’s past five-year performance and its upcoming fiscal Q4 2025 earnings announcement have drawn attention, as analysts anticipate improved earnings following stronger-than-expected Q3 2025 results and a raised full-year revenue outlook driven by solid demand for replacement auto parts. The company’s historical compounding of returns and analysts’ continued strong buy consensus highlight how consistent execution in the auto parts market can materially...

Pomerantz LLP recently announced it is investigating potential claims on behalf of investors of Village Farms International, Inc., inviting affected shareholders to contact the firm for more information. This type of investor-focused legal review can intensify scrutiny of Village Farms’ governance and disclosures, adding a new layer of risk perception around the company. We’ll now examine how this investor legal investigation could influence Village Farms International’s cannabis-focused...