U.S. Software Stock News

If you are wondering whether Marriott Vacations Worldwide is starting to look like a value opportunity, you are not alone in asking whether the current price still lines up with the fundamentals. The stock closed at US$55.27, with returns of a 6.5% decline over the past 7 days, a 5.4% decline over 30 days, a 6.1% decline year to date, a 35.0% decline over the past year, a 62.2% decline over 3 years, and a 55.3% decline over 5 years. Recent coverage has focused on how timeshare and vacation...

Americold Realty Trust, Inc. announced a leadership reshuffle on January 26, 2026, appointing veteran real estate finance executive Christopher “Chris” Papa as Executive Vice President and Chief Financial Officer effective February 23, 2026, with Chief Investment Officer Scott Henderson serving as interim CFO after the departure of Jay Wells and Chief Legal Officer Nathan Harwell expanding into a combined legal and people leadership role. Beyond filling the CFO role, Americold’s decision to...

Fairfax Financial has lifted its ownership in Under Armour (NYSE:UAA) to over 22% through recent share purchases. The increased stake was disclosed in regulatory filings, indicating a larger institutional role in the company. Under Armour shares most recently closed at $6.05. For you as an investor, the key point is that a large, long term focused institution now holds a sizeable portion of Under Armour. The stock trades at $6.05, with a 17.7% gain over the past 30 days and a 14.4% return...

In late January 2026, Uber announced a renewed push into autonomous vehicles, committing US$250 million to Canadian startup Waabi as part of a US$1 billion funding round and unveiling AV Labs to harness its vast trip data for robotaxi development. Together, the Waabi partnership and AV Labs launch underline Uber’s effort to become an autonomy and data platform, not just a ride-hailing operator, potentially reshaping how it works with carmakers and self-driving technology providers. Next,...

Boot Barn Holdings, Inc. recently announced it will release its third-quarter fiscal 2026 results for the period ended December 27, 2025, after market close on February 4, 2026, followed by a management conference call for investors and analysts. A new bearish short call from Hedgeye, questioning Boot Barn’s long-term store expansion potential from roughly 515 locations, has raised fresh debate over the company’s growth outlook. Next, we’ll examine how Hedgeye’s skepticism about Boot Barn’s...

PPL's grid held up during a major snowstorm, with only minimal outages reported. The company credits prior infrastructure investments for the system's performance. The event offers a real world test of NYSE:PPL's focus on reliability and resilience. For investors watching utilities, NYSE:PPL comes into this event with a share price of $36.31 and a 12.0% return over the past year. Longer term, the stock shows a 37.0% return over three years and 57.7% over five years. This track record gives...

Solaris Energy Infrastructure recently drew increased attention as Wall Street analysts highlighted its business pivot from oilfield services toward power generation and its expanding Power Solutions platform, while the company also prepared to discuss past full-year and fourth-quarter 2025 results on a February 25, 2026 conference call. An interesting aspect of this story is the emphasis on Solaris’s growing, contracted gas-turbine fleet and joint venture-backed customer relationships,...

If you are wondering whether APi Group at around US$42 a share still offers value, it helps to step back and look at how the current price lines up with what the business might reasonably be worth. The stock has been relatively steady over the last week with a 0.4% decline, but the 8.6% return across 30 days and 65.9% return over the past year keep it firmly on many investors' watchlists. Recent attention on APi Group has focused on its position in the capital goods sector and how investors...

If you are wondering whether Ameris Bancorp’s current share price lines up with its underlying worth, this breakdown is designed to help you size up the stock’s value with confidence. The shares recently closed at US$81.30, with returns of a 1.8% decline over 7 days, 8.1% over 30 days, 9.9% year to date, 25.5% over 1 year, 69.8% over 3 years and 97.6% over 5 years, which naturally raises questions about how much value is already reflected in the price. Recent coverage around Ameris Bancorp...

Marsh & McLennan Companies (MRSH) has wrapped up FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$1.69, alongside net income of US$821m, while the trailing twelve months show revenue of US$27.0b and EPS of US$8.47 anchoring the full year picture. The company has seen quarterly revenue move from US$6.1b in Q4 2024 to US$6.6b in Q4 2025, with basic EPS in those periods at US$1.60 and US$1.69 respectively, presenting a set of results where solid top line scale is paired with...

Texas Capital Bancshares (TCBI) is back in focus after a strong fourth quarter and full year 2025, where earnings and revenue topped market expectations and management issued upbeat 2026 guidance. See our latest analysis for Texas Capital Bancshares. That upbeat earnings report, new 2026 guidance and a refreshed buyback plan have arrived alongside a 30 day share price return of 9.91% and a 90 day share price return of 20.50%, while the 1 year total shareholder return of 27.40% points to...

If you are wondering whether Aon shares at around US$342.95 still make sense for your portfolio, the key question is how that price lines up with the underlying value of the business. The stock has had mixed returns, with a 2.1% gain over the past week but a 3.8% decline over the last month and a 7.1% decline over the past year, which can change how investors view its growth potential and risk profile. Recent news coverage has largely focused on Aon's position as a major global insurance...

Multiple securities fraud class action lawsuits have been filed against Klarna Group (NYSE:KLAR). The suits allege material misstatements in Klarna’s IPO documents regarding risks tied to buy now, pay later loss reserves. Claims focus on disclosures around underwriting practices and credit loss reserves at the time of the IPO. Klarna Group, trading on the NYSE under the ticker NYSE:KLAR, last closed at $24.14. The stock has seen a 16.2% decline over the past week and a 16.9% decline over...

Berkshire Hathaway (BRK.A) is in the spotlight after longtime CEO Warren Buffett stepped down, and successor Greg Abel moved toward exiting the conglomerate’s large Kraft Heinz position, signaling a possible new approach to capital deployment. See our latest analysis for Berkshire Hathaway. Abel’s early portfolio reshaping comes as Berkshire’s share price sits around US$714,000 after a 1 day share price return of 0.63% and a year to date share price return of a 4.05% decline, while the 5 year...

In recent commentary, Tennant reported that sales have effectively flatlined over the past two years, while earnings per share have fallen each year. This combination of stagnating revenue and shrinking profitability suggests Tennant may need to rethink how it drives both demand and margins. Next, we will examine how Tennant’s stagnating sales backdrop shapes the company’s broader investment narrative and potential growth story. Uncover the next big thing with financially sound penny...

Amkor Technology (AMKR) has been in focus after its latest quarterly report, where both revenue and earnings surpassed analyst estimates and prompted investors to reassess what the recent share price strength might be pricing in. See our latest analysis for Amkor Technology. Those results come after a strong run for the shares, with a 30 day share price return of 23.76% and a 90 day gain of 54.89%. The 1 year total shareholder return of 103.91% highlights how much sentiment around Amkor...

Axos Financial (AX) has drawn fresh attention after recent trading, with the stock last closing at $94.64. For investors, the current discussion centers on how its banking and securities mix aligns with recent returns. See our latest analysis for Axos Financial. Recent moves have been mixed, with a 1 day share price return of 3.03% and a 30 day share price return of 9.08%, while the 1 year total shareholder return of 35.92% and 5 year total shareholder return of 119.48% point to momentum that...

CVB Financial (CVBF) just wrapped up a busy quarter, with fourth quarter and full year 2025 results topping Wall Street’s revenue and earnings expectations, alongside the completion of a previously announced share repurchase program. See our latest analysis for CVB Financial. Despite the latest quarter beating expectations and the completion of a US$80.4 million buyback covering 3.12% of shares, recent trading has been mixed, with a 6.21% 90 day share price return and a 1 year total...

Cimpress (CMPR) has put up a busy Q2 2026, with revenue at US$1.0 billion and basic EPS of US$2.01, alongside net income of US$49.3 million. The trailing twelve months show revenue of US$3.6 billion and EPS of US$0.95 tied to net income of US$23.4 million. The company has seen quarterly revenue move from US$939.2 million in Q2 2025 to US$1.0 billion in Q2 2026, while basic EPS has shifted from US$2.45 to US$2.01 over the same period. This sets up a picture where top line scale is being tested...

Liquidia (LQDA) recently announced it will share interim and open label clinical data for LIQ861, branded as YUTREPIA, and investigational L606 at the PVRI 2026 Annual Congress, giving investors fresh detail on its pulmonary hypertension pipeline. See our latest analysis for Liquidia. The PVRI 2026 data update comes after a strong run in Liquidia’s share price, with a 30 day share price return of 25.07% and a 90 day share price return of 76.77%, while the 1 year total shareholder return is...

Abbott Laboratories (NYSE:ABT) announced a pending US$21b acquisition of Exact Sciences. The deal marks a major move into cancer diagnostics for Abbott. The acquisition comes as Abbott reports underperformance in its nutrition segment and weaker sales growth. Management has publicly acknowledged operational pressures, including increasing production costs. Abbott Laboratories, best known for its diversified healthcare portfolio across diagnostics, medical devices, nutrition and established...

BioNTech has started a Phase III clinical trial for its oncology candidate BNT324 in metastatic castration-resistant prostate cancer. The company is moving further into oncology therapeutics beyond its vaccine portfolio. BioNTech appointed Kylie Jimenez as Chief People Officer to support its shift toward a multi-product oncology business. BioNTech, listed as NasdaqGS:BNTX, is trading at $116.77, with the share price up 22.6% over the past 30 days and 20.8% year to date. Returns over 1 year...

The Hartford Insurance Group reported past full-year 2025 results showing revenue of US$28.37 billion and net income of US$3.84 billion, both higher than the prior year. This earnings strength comes against a backdrop of generally steady analyst expectations before the release, highlighting how Hartford’s reported performance outpaced earlier cautious sentiment. Against this backdrop of stronger full-year earnings, we’ll now examine how Hartford’s higher revenue and profit shape its broader...

General Motors (NYSE:GM) recorded a $7.6b write down on its electric vehicle business and is restructuring its EV assets. The company is scaling back EV production plans and divesting certain EV assets in response to weaker demand and shifting policy conditions. GM is working with Ford and others to support a financial rescue for key supplier First Brands Group, which is in bankruptcy. The automaker is emphasizing higher margin software and subscription revenue, while increasing its dividend...