U.S. Software Stock News

The U.S. administration’s earlier decision to delay planned tariff hikes on a range of furniture imports until January 1, 2027 kept existing duties in place, easing immediate cost pressures for home-furnishings retailers such as Williams-Sonoma. This delay temporarily reduces a key input-cost risk for Williams-Sonoma, potentially supporting its margin resilience while the sector adjusts sourcing and pricing. With tariff increases pushed back, we’ll now examine how this breathing room for...

Recent commentary on Autodesk highlights that, while the company has grown revenue at a 13.5% annual rate over the past five years, its growth trails broader software peers and rising sales and marketing costs are not yet translating into proportional revenue gains. Flat operating margins over the last couple of years suggest Autodesk may be struggling to convert its expanding product footprint and industry presence into improved profitability. Next, we’ll explore how concerns about...

In early January 2026, BlackRock moved 1,134 BTC and 7,255 ETH to Coinbase while deepening its backing of crypto ventures that raised over US$25.00 billion in 2025. Together with its public stance that stablecoins could challenge monetary control in emerging markets, these actions highlight BlackRock’s growing role at the intersection of traditional finance and digital assets. We’ll now examine how BlackRock’s expanded digital-asset involvement, especially its stablecoin outlook, may...

Walmart (WMT) is kicking off 2026 with a mix of health focused product moves and tech upgrades, from rolling out Lemme wellness gummies nationwide to tightening ingredients and overhauling self checkout with new AI tools. See our latest analysis for Walmart. Investors seem to be cautiously rewarding these health and tech pushes, with Walmart’s 90 day share price return of 9.8% and 1 year total shareholder return of 25.4% pointing to steady, not euphoric, momentum. If Walmart’s moves have you...

In recent days, President Trump announced that Huntington Ingalls Industries will build a new fleet of U.S. Navy frigates based on a proven Coast Guard design, alongside plans for a new “Trump class” of battleships where Huntington Ingalls and General Dynamics are expected to be the primary builders. This combination of fresh frigate work and potential battleship awards could materially reshape Huntington Ingalls’ future workload, revenue mix, and long-term visibility on U.S. naval...

In recent trading, Amkor Technology participated in a broader upswing across semiconductor names as the Philadelphia Semiconductor Index advanced, supported by optimism around advanced packaging. A key angle for investors is Amkor’s exposure to the growing flip chip packaging services market, which helped amplify interest during this sector-wide rebound. With recent returns in focus, we’ll examine how enthusiasm around flip chip packaging shapes Amkor Technology’s evolving investment...

FTAI Aviation (FTAI) just delivered a quarter that combined faster revenue growth with higher EBITDA guidance and a dividend bump. At the same time, the new FTAI Power platform signaled a strategic push into data center focused power solutions. See our latest analysis for FTAI Aviation. Those catalysts have helped push FTAI Aviation’s share price to about $210.35, with a 7 day share price return above 20% and a one year total shareholder return above 40%, signaling that momentum is still...

Compañía de Minas Buenaventura S.A.A. recently reported that its new San Gabriel gold operation in Moquegua produced its first dore bar during commissioning, marking on-schedule progress toward full-scale production and commercialization agreements with Peru’s Ministry of Energy and Mines. This step is important because San Gabriel is expected to replace output from aging mines and reshape Buenaventura’s long-term production profile and project pipeline. We’ll now examine how San Gabriel’s...

Surf Air Mobility (SRFM) just put a brighter spotlight on SurfOS, its AI powered operating system for private aviation, tying the software push to a recent 100 million dollars strategic transaction and deeper collaboration with Palantir. See our latest analysis for Surf Air Mobility. The timing of the SurfOS update also lines up with a sharp sentiment swing in the stock, with a 1 day share price return of 23.2 percent lifting Surf Air Mobility to 2.39 dollars even though the 1 year total...

If you are wondering whether GigaCloud Technology is still a smart buy after its big run, you are not alone. This article is going to unpack what the current price really implies. Even after a slight pullback of around 3.6% over the last week and 3.2% over the past month, the stock is still up an eye catching 97.9% over the last year and an even more dramatic 510.4% over three years. This naturally raises the question of whether the market is ahead of itself or just catching up. Recent...

Reports that activist investors have filed with the SEC regarding Recursion Pharmaceuticals (RXRX) are drawing fresh attention to the stock, as shareholders weigh what potential strategic or management changes might follow. See our latest analysis for Recursion Pharmaceuticals. The activist filings land at a tricky moment for Recursion, with a 30 day share price return of minus 10.83 percent and a 12 month total shareholder return of minus 46.15 percent. This suggests momentum has been fading...

ATI (ATI) just delivered a stronger than expected quarter and picked up an analyst upgrade, and the market noticed, with shares recently pushing to a fresh 52 week high above 117. See our latest analysis for ATI. Those numbers help explain why the share price has climbed to about 119.2 dollars, with an 18.71 percent 30 day share price return and a 112.44 percent 1 year total shareholder return, suggesting momentum is still very much on ATI's side. If ATI's run has you rethinking where growth...

In recent days, the U.S. captured Venezuelan President Nicolás Maduro and tightened its grip on the country’s vast oil reserves, with President Trump saying major U.S. oil companies would invest billions of dollars to repair Venezuela’s decayed energy infrastructure while sanctions formally remain in place. As the only major U.S. oil company still operating in Venezuela under a special license, Chevron now sits at the center of any potential rebuild of the country’s oil industry, giving it a...

AXT (AXTI) just wrapped up a follow on equity offering, raising about $87 million by issuing over 7 million new common shares at roughly $12.25. This move reshapes both its balance sheet and shareholder base. See our latest analysis for AXT. The equity raise lands on the back of powerful momentum, with a 30 day share price return of roughly 45 percent and a staggering 1 year total shareholder return above 600 percent. This signals that investors are leaning into AXT's growth and risk reset...

In recent years, Primoris Services, a North American infrastructure contractor, has seen its order backlog grow very rapidly while earnings per share expanded much faster than peers, reflecting strong demand in utility, energy, and civil construction projects. This combination of a very large backlog expansion and outsized earnings growth highlights how effectively Primoris is converting its robust project pipeline into higher profitability. Next, we’ll examine how this rapid backlog...

TeraWulf (WULF) just logged a double digit jump after a cluster of company milestones, from fresh regulatory approval in New York to big ticket AI data center financing and new executive equity grants. See our latest analysis for TeraWulf. Those catalysts are landing on top of a volatile backdrop, with the $12.74 share price rebounding from a weak 1 month share price return but still supported by a powerful 1 year total shareholder return and an exceptional 3 year total shareholder return...

BrightSpring Health Services (BTSG) has been quietly rewarding patient investors, with the stock up roughly 3% this week, 7% over the past month, and about 33% across the past 3 months. See our latest analysis for BrightSpring Health Services. That strength is not just a short burst either. A 33.01% 3 month share price return has contributed to a substantial 117.69% 1 year total shareholder return, suggesting momentum is still building as investors re rate its growth and risk profile. If...

If you are wondering whether Teradyne is still attractively priced today, or if the big gains are already behind it, this article will unpack whether the current market optimism is actually justified by value. The stock has climbed 4.4% over the last week and 3.4% over the past month, capping a powerful 59.6% gain over the last year and an impressive 130.4% over three years, while still sitting roughly flat year to date. Those moves have come as investors increase exposure to semiconductor...

In the past quarter, PulteGroup (NYSE: PHM) reported Q3 2025 results with revenue and non-GAAP earnings per share above Wall Street expectations, even as sales slipped 1.6% year on year and backlog and EBITDA came in below forecasts. This mix of outperformance on headline revenue and profit, alongside softer backlog and EBITDA, highlights a tension between current execution and visibility into future demand and profitability. Next, we’ll explore how beating profit expectations but missing on...

Kratos Defense & Security Solutions (KTOS) has been quietly rewarding long term holders, with the stock nearly doubling over the past year, even after a choppy past 3 months. See our latest analysis for Kratos Defense & Security Solutions. That recent 4.45% 1 day share price gain to 79.29 comes after a sharp 90 day share price pullback, yet the 1 year total shareholder return of 188.54 percent shows the broader uptrend is still very much intact. If Kratos has you rethinking defense exposure,...

A federal judge has now dismissed a securities class action lawsuit accusing Chipotle Mexican Grill of misleading investors about portion sizes and customer dissatisfaction, removing a legal overhang for the company and its executives. At the same time, Chipotle is pressing ahead with an ambitious plan to reach 7,000 locations in the U.S. and Canada, underlining how management is prioritizing long-term expansion even as consumer headwinds weigh on recent comparable sales trends. Next, we’ll...

In December 2025, Goldman Sachs reiterated its Buy rating on Nu Holdings, highlighting the digital bank’s solid growth prospects as it reached about 127 million customers after adding 4.3 million in the third quarter. The bank’s view that Nu Holdings can improve risk-adjusted net interest margins through lower risk costs and higher credit ceilings underscores how its lending model may be evolving as it scales across Latin America. Next, we’ll explore how Goldman Sachs’ confidence in Nu’s...

Lattice Semiconductor (LSCC) kicked off the year with a 6% jump as investors piled back into AI oriented chip names, supported by a sector wide rally and buzz around its sensAI edge AI platform. See our latest analysis for Lattice Semiconductor. The latest 6.89% 1 day share price return, taking Lattice Semiconductor to $78.65, comes after a year where a 39.75% 1 year total shareholder return signaled steady, AI themed momentum rather than a sudden reversal. If sensAI has caught your eye, this...

Intercontinental Exchange (ICE) has been quietly grinding higher over the past year, and the recent pullback from about $160 offers a useful moment to revisit how its data and exchange engine is really driving earnings. See our latest analysis for Intercontinental Exchange. That pullback sits against a steady grind higher, with the latest share price at $159.99 and a solid 1 year total shareholder return of about 8 percent, building on an impressive 3 year total shareholder return near 59...