U.S. Software Stock News

The subdued stock price reaction suggests that Energizer Holdings, Inc.'s ( NYSE:ENR ) strong earnings didn't offer any...

Last week saw the newest yearly earnings release from Blackbaud, Inc. ( NASDAQ:BLKB ), an important milestone in the...

In February 2026, Diodes Incorporated reported fourth-quarter 2025 results showing higher sales and earnings year-over-year, outlined full-year growth in revenue and net income, completed a share repurchase of 720,485 shares for US$33.81 million, and issued first-quarter 2026 revenue guidance of about US$395 million, plus or minus 3%, indicating better-than-usual seasonality. Management also introduced three-year interim financial targets, including aspiring to reach US$2 billion in annual...

Neurocrine Biosciences (NasdaqGS:NBIX) is rolling out new products, including Chronesity and CRENESSITY, alongside a broad set of pipeline updates. The company reports strong early adoption for both launches, with CRENESSITY expected to reach blockbuster levels over time. Late stage clinical programs in neuropsychiatry and metabolic diseases are expanding, supported by a build out of the sales force and commercial capabilities. For you as an investor, the key point is that Neurocrine...

Private placement draws fresh attention to Polestar Automotive Holding UK (NasdaqGM:PSNY) Polestar Automotive Holding UK (NasdaqGM:PSNY) has agreed to a private placement of over 20,682,000 new Class A American Depositary Shares, raising about US$400m from entities linked to Sumitomo Mitsui Banking Corporation and Standard Chartered. The deal is priced at US$19.34 per share and is expected to close by February 5, 2026. It brings in institutional capital while keeping each new investor below a...

Charles River Laboratories International (NYSE:CRL) has reported resilient quarterly results, with recent figures holding up despite pressures in its core operations. The company is working through a decline in organic revenue and facing ongoing challenges in its key business lines. Analysts expect only modest revenue growth ahead, while return on invested capital is trending lower, pointing to fewer highly profitable projects. For investors tracking NYSE:CRL, the share price of $158.74...

Datadog (NasdaqGS:DDOG) reported strong Q4 results with record AI driven bookings. The company introduced Bits AI, an autonomous DevOps assistant aimed at incident management and coding workflows. Datadog also outlined progress toward FedRAMP High compliance, targeting greater access to US federal contracts from 2026. Datadog, best known for its cloud based observability and security platform, is leaning heavily into AI as customers look for tools that cut noise and automate routine work...

PayPal Holdings (NasdaqGS:PYPL) appoints Enrique Lores as CEO and President following the abrupt departure of Alex Chriss. The leadership change comes as the company addresses execution challenges and rising competition in digital payments. PayPal also announces a new partnership with Sabre and Mindtrip to power an AI based travel booking experience that integrates its digital wallet. For you as an investor, these moves come at a time when digital payments are tightly linked to e commerce,...

Ryan Specialty Holdings (NYSE:RYAN) has created Ryan Specialty Canada Limited, combining several Canadian managing general underwriters into one platform. Stephen Stewart has been appointed CEO of the unified Canadian business as part of a broader restructuring of the company’s operations in Canada. The board has approved a $300 million share repurchase program alongside an increase to the quarterly dividend. These steps follow a period of acquisition driven expansion and ongoing integration...

It's shaping up to be a tough period for Oscar Health, Inc. ( NYSE:OSCR ), which a week ago released some disappointing...

Recently, Lennar's CEO highlighted that homebuilders have been cutting new-home prices more aggressively than individual sellers as the US housing market remains mired in an affordability crisis, with nearly one-fifth of new listings seeing price reductions in late 2025. This shift toward a buyer's market not only pressures builders' pricing power but also signals how far companies like Lennar are willing to adjust to keep sales volumes moving. We'll now examine how Lennar's aggressive...

The Morning Bull - US Market Morning Update Friday, Feb, 13 2026 US stock futures are slightly softer this morning, with E mini S&P 500 contracts edging down about 0.1%, as investors fix their attention on fresh US inflation figures. Economists expect consumer prices to be rising at about 2.5% a year, which means the cost of living is still above the Federal Reserve’s 2% comfort zone. At the same time, Taiwan just posted Q4 GDP growth of 12.65%, powered by demand for AI related technology,...

Event context and recent share performance SFL (NYSE:SFL) has recently attracted attention after its shares closed at US$10.26, with the move coming alongside a period where the stock has logged gains over the past week and month. See our latest analysis for SFL. That recent move to US$10.26 comes after a strong run, with a 30.04% year to date share price return and a 16.67% total shareholder return over the past year. This suggests momentum has been building rather than fading. If this...

Xylem Inc. ( NYSE:XYL ) will increase its dividend from last year's comparable payment on the 24th of March to $0.43...

Blackstone (NYSE:BX) has agreed to acquire Spain based waste management group Urbaser alongside EQT, extending its reach in essential environmental services. The firm is also committing multi billion dollar private credit financing, together with Coatue Capital, to Firmus Technologies to support AI enabled data centers. These deals come as Blackstone trades at $129.77, with a value score of 2 and a mixed return profile, including a 50.8% gain over three years and 120.9% over five years, set...

Boeing stock overview after recent moves Boeing (BA) has stayed in focus after recent trading moves, with the share price at $239.35. For investors, the latest returns and earnings profile are a starting point for reassessing expectations. See our latest analysis for Boeing. Recent trading has been mixed, with a 1 day share price return of 1.31% and a 90 day share price return of 23.05%. The 1 year total shareholder return of 29.07% reflects stronger longer term momentum. If Boeing's move has...

In early February 2026, Kinder Morgan reported a strong fourth quarter that exceeded market expectations, reduced its net debt, gained credit rating upgrades, and drew analyst upgrades from Freedom Capital Markets. At the same time, the company’s sanctioned project backlog expanded to about US$10.00 billion, with a further US$10.00 billion in projects under consideration, highlighting a growing pipeline of future infrastructure work. We’ll now examine how Kinder Morgan’s stronger balance...

The investors in Vestis Corporation 's ( NYSE:VSTS ) will be rubbing their hands together with glee today, after the...

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...

HA Sustainable Infrastructure Capital, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$114.81 million but swinging from net income of US$70.09 million a year earlier to a net loss of US$53.77 million, and basic earnings moving from US$0.59 per share to a basic loss of US$0.43 per share. For 2025 as a whole, the company modestly increased revenue to US$400.50 million, yet full-year net income and earnings per share from continuing operations declined compared with...

Last week, you might have seen that The Manitowoc Company, Inc. ( NYSE:MTW ) released its annual result to the market...

Despite a 14% gain in Aureus Greenway Holdings Inc.'s ( NASDAQ:AGH ) stock price this week, shareholders shouldn't let...

Dividend affirmation alongside cautious earnings outlook Northrop Grumman (NOC) recently affirmed a quarterly dividend of $2.31 per share, payable on March 11, 2026. The decision arrived shortly after a quarter where profit and sales topped expectations, but guidance pointed to more measured progress. See our latest analysis for Northrop Grumman. The earnings beat and record backlog helped support a 24.56% 3 month share price return and 11.12% 1 month share price return. The 1 year total...

What the new bond deals mean for Howard Hughes Holdings stock Howard Hughes Holdings (HHH) has just completed two senior unsecured note offerings totaling US$1b, with US$500 million due in 2032 and US$500 million due in 2034, giving investors fresh information on its funding mix and liquidity options. See our latest analysis for Howard Hughes Holdings. The bond deals come at a time when Howard Hughes Holdings' 1 year total shareholder return of 7.64% and 5 year total shareholder return of...