U.S. Software Stock News

Lockheed Martin systems were recently featured in coordinated U.S. and Israel military actions in Iran, including the operational use of F-35 jets. Aegis combat system upgrades and integrated missile defense capabilities were part of the deployed toolset. The company is advancing AI-driven combat identification and real-time software integrations aimed at improving battlefield coordination. For investors tracking NYSE:LMT, this news highlights how the company’s technology is being used in...

If you are wondering whether MP Materials is fairly priced after its strong run, or if the current share price is getting ahead of itself, this article breaks down what the numbers are really saying about value. The stock last closed at US$63.73, with returns of 14.4% over 7 days, 8.4% over 30 days, 15.9% year to date and 182.9% over 1 year, while the 3 year and 5 year returns sit at 90.8% and 67.3% respectively. These moves have kept MP Materials on many investors' radar, especially as rare...

Vicor (VICR) is back on investors’ radar after its February 19 earnings release and the CEO’s outlook for record 2026 product and IP licensing revenues tied to high performance compute demand. See our latest analysis for Vicor. That upbeat guidance has coincided with very strong momentum in the stock, with a 30 day share price return of 32.68% and a 1 year total shareholder return of 245.08%, suggesting investors are reassessing both growth prospects and risk. If Vicor’s run has you thinking...

Arrow Electronics stock performance snapshot Arrow Electronics (ARW) has drawn investor attention after recent share moves, with the stock showing mixed short term returns but stronger results over the past 3 months and year to date. See our latest analysis for Arrow Electronics. Despite a recent 6.1% 7 day share price decline from US$149.96, Arrow Electronics still shows firm upward momentum, with a 37.7% 90 day share price return and a 42.0% 1 year total shareholder return. If this kind of...

Vornado Realty Trust has recently been highlighted as a controversial New York–focused office REIT, with its fortunes closely tied to the uncertain post‑pandemic recovery in Manhattan’s office market and ongoing refinancing challenges. The coverage underscores that Vornado has effectively become a leveraged bet on New York office conditions, interest rates, and broader capital‑market sentiment, making macroeconomic shifts and Federal Reserve policy key drivers of risk for investors. Next,...

Why FirstEnergy’s grid push is back in focus FirstEnergy (FE) is back on investors’ radar after outlining a larger Energize365 capital plan that includes substantial transmission spending and new PJM awarded projects in Ohio and Pennsylvania, aimed at modernizing and strengthening the regional grid. See our latest analysis for FirstEnergy. The recent Energize365 update and PJM project awards come after a period of steady share price gains, with a 30 day share price return of 7.69% and a 1...

AMD announced new long term agreements with Meta to supply custom Instinct GPUs and EPYC CPUs for gigawatt scale AI infrastructure. The company is working with Nutanix to build an open, full stack platform aimed at making enterprise AI deployment easier. AMD and Wind River are partnering on what they describe as the first unified AI RAN and Open RAN solution for telecom networks. Alongside these deals, AMD launched its Ryzen AI 400 Series chips targeting next generation AI PCs. For...

Omnicom Group stock: context for recent performance Omnicom Group (OMC) has attracted attention after a recent share price close of $85.36, alongside positive total returns over the past year and past 3 months. This has prompted investors to reassess the advertising and marketing group’s profile. See our latest analysis for Omnicom Group. The recent 7 day share price return of 5.71% and 30 day share price return of 10.80% suggest momentum has been building, while the 1 year total shareholder...

E.l.f. Beauty (NYSE:ELF) has opened a new 20,000-square-foot office in Hollywood, Los Angeles, expanding its operational footprint in a key U.S. beauty hub. The company is leaning on its recently acquired Rhode brand to support growth, including broader distribution through Sephora. Management has raised revenue guidance, linking part of the outlook to Rhode’s integration and traction in the market. E.l.f. Beauty, known for its value-focused cosmetics and skincare, now has a larger presence...

If you are wondering whether Oracle's current share price reflects its true worth, you are not alone. The stock has been on many investors' watchlists as they reassess what counts as fair value. Oracle shares last closed at US$149.25, with returns of 5.6% over the past week, a 9.3% decline over 30 days, a 23.7% decline year to date and a 6.9% decline over 1 year, set against gains of 72.4% over 3 years and 121.5% over 5 years. Recent news coverage has focused on Oracle's role as a major...

Coherent (NYSE:COHR) has completed a major private placement that brings NVIDIA Corporation in as a new investor. The transaction strengthens Coherent's capital position and highlights interest in its optics and AI related technologies. The deal underscores growing ties between semiconductor, optics, and AI infrastructure providers. Coherent focuses on materials, networking, and laser technologies that sit at the heart of optics and data infrastructure used in AI and high performance...

Unity Software (U) has been drawing attention after a sharp pullback in its share price over the past month and past 3 months, prompting investors to reassess how its current valuation lines up with recent fundamentals. See our latest analysis for Unity Software. While Unity Software's 1 day and 7 day share price returns of 3.51% and 10.16% hint at a short term bounce, the 30 day and year to date share price returns of 35.15% and 57.36%, along with a 1 year total shareholder return of 20.38%,...

If you are wondering whether Paramount Skydance is attractively priced after all the headlines, this article will walk through what the current share price might be implying about its value. The stock recently closed at US$13.34, with returns of 26.3% over 7 days, 19.0% over 30 days, 1.2% year to date, 19.7% over 1 year, and longer term returns of a 36.0% decline over 3 years and an 82.1% decline over 5 years. These mixed returns sit against a backdrop of ongoing corporate news and industry...

GATX (GATX) is in focus after reporting full year 2025 results, issuing 2026 earnings guidance, authorizing a US$300 million share repurchase program, and declaring a US$0.66 quarterly dividend for common shareholders. See our latest analysis for GATX. GATX’s recent full year results, fresh 2026 earnings guidance, expanded buyback authorization, and higher dividend come after a 15.2% 90 day share price return and a 107.51% five year total shareholder return, indicating momentum that longer...

Duolingo (NasdaqGS:DUOL) is shifting its focus toward long-term user growth and loosening paywall restrictions on its AI features. The company is launching a US$400 million share buyback program during a period of high volatility and a major correction in its stock price. Management aims to evolve Duolingo into a broader AI-powered global learning platform that includes subjects beyond language learning. Duolingo operates a widely used language learning app and is now pushing further into...

Pinterest, Inc. recently presented at the Morgan Stanley Technology, Media & Telecom Conference 2026 in San Francisco, updating investors on its business amid a tougher advertising backdrop. At the same time, contrasting analyst reactions to its latest quarter and product progress have sharpened focus on how macro pressures interact with Pinterest’s otherwise strong balance sheet and Gen-Z user momentum. Next, we’ll examine how these more cautious analyst views on near-term advertising...

Royal Caribbean Cruises: Recent Returns Put Performance in Focus Royal Caribbean Cruises (RCL) has drawn investor attention after a recent 3.3% decline in the share price over the past day, alongside a modest slip over the past week and month. That short term pullback sits against a 13.5% gain over the past 3 months and a 26.4% total return over the past year. This has prompted investors to reassess the risk reward trade off at around $300.84 per share. See our latest analysis for Royal...

Ronaldo stake and refinancing plans put Herbalife in focus Herbalife (HLF) has jumped into the spotlight after Cristiano Ronaldo took a US$7.5 million, 10% stake in its health tech subsidiary, paired with fresh refinancing plans and a recent earnings beat. See our latest analysis for Herbalife. At a share price of US$19.24, Herbalife has seen a 54.54% 3 month share price return and a 50.08% year to date share price return. The 1 year total shareholder return of 137.24% contrasts with a weaker...

In February 2026, Tempus AI, Inc. reported full-year 2025 results showing sales of US$955.38 million, revenue of US$1.27 billion, and a net loss of US$245.03 million, alongside new 2026 revenue guidance of about US$1.59 billion and the launch of its HRD-RNA oncology algorithm, while also filing a US$343.38 million Class A common stock shelf registration tied to an ESOP offering. These updates suggest Tempus AI is pairing rapid top-line expansion and narrowing losses with advancing AI-driven...

Uniti Group (UNIT) has just posted its FY 2025 numbers with Q4 revenue at US$917.3 million and basic EPS at a loss of US$1.23, capping a year where trailing twelve month revenue reached US$2.2 billion and basic EPS came in at US$6.61. Over recent quarters the company has seen revenue move from US$293.3 million in Q4 2024 to US$293.9 million in Q1 2025, US$300.8 million in Q2, US$722.6 million in Q3 and then US$917.3 million in Q4. Quarterly EPS has swung between a small profit and sizeable...

Sunoco (SUN) is back in focus after reporting a 36% annual increase in adjusted EBITDA tied to its Parkland acquisition, issuing upbeat 2026 guidance, and outlining heavier growth capex and targeted distribution growth. See our latest analysis for Sunoco. Sunoco’s recent earnings update, capital spending plans, and new senior notes offering have arrived alongside firm share price momentum, with a 1 month share price return of 11.17% and a 90 day share price return of 17.86%. The 5 year total...

In late February 2026, RTX’s Raytheon businesses announced multiple defence wins, including a new DARPA XENA research contract, a customised Specter DR optics deal for the German Armed Forces, and a US Air Force-backed effort to localise thin film lithium niobate wafer production. These awards highlight RTX’s role across high-end sensing, soldier systems, and critical materials, at the same time that escalating Middle East conflict has sharpened attention on its air and missile defence...

Skyworks Solutions, NasdaqGS:SWKS, showcased early 6G RF front-end technology with MediaTek at Mobile World Congress 2026. The company highlighted its SKYR60002 power amplifier module as part of the joint 6G demonstration. The demo focused on RF solutions designed to support emerging 3GPP standards and high-performance network infrastructure. Skyworks Solutions focuses on RF front-end hardware that sits between baseband chips and the air interface, a core piece of wireless devices and...

Why Fiserv Is Back in Focus After Peoples Group Deal and Activist Pressure Fiserv (FISV) is back on investors' radar after a new partnership with Peoples Group in Canada and fresh pressure from activist investor Jana Partners on portfolio focus and core business execution. See our latest analysis for Fiserv. Recent product wins in Canada and U.S. government payments come against a tougher backdrop, with the share price at US$61.85, a 1 day share price return of 0.71% decline and a 1 year...