U.S. Software Stock News

Recent commentary highlighted XPEL, Inc.’s position as a niche leader in paint protection film, emphasizing that recent margin pressures stemmed from temporary factors such as inventory normalization, softer automotive demand, and investments in supply chain and global distribution capabilities. An interesting angle is that XPEL remains one of the only pure-play public companies focused on paint protection film, which has drawn renewed attention from specialized investors who see its...

Plains All American Pipeline (PAA) has been drawing attention after a recent stretch of mixed returns, with the stock down over the past month but up over the past 3 months and year to date. See our latest analysis for Plains All American Pipeline. At the current share price of $22.44, PAA’s recent 30 day share price return is down 2.01%, but its year to date share price return of 23.23% and very large 5 year total shareholder return of 199.29% suggest momentum has been building over time as...

Event: Stericycle Deal and New COO Put Healthcare and Sustainability in Focus Waste Management (WM) has moved deeper into healthcare waste and sustainability by acquiring Stericycle and naming Tara Hemmer as chief operating officer. This combination sharpens attention on the stock’s evolving business mix and margin profile. See our latest analysis for Waste Management. WM’s recent news sits against a mixed share performance, with the stock falling 7.39% on a 90 day share price return and a 1...

T1 Energy recently faced a short-seller report from Fuzzy Panda Research alleging it misled investors about continued purchases of solar cells from banned Chinese supplier Trina Solar, raising questions about its supply chain compliance with U.S. Foreign Entity of Concern rules. The core issue is whether any such sourcing could jeopardize T1 Energy’s eligibility for key U.S. manufacturing tax credits, which critics argue are central to its reported profitability and future project...

In early June 2026, Engine announced Omni Powered by Engine, integrating its hotel booking platform into Trimble Places, with further integrations planned for Trimble CoPilot navigation and Trimble TMT Fleet Maintenance to give truck drivers seamless, in-workflow access to over one million global properties. On the same day, Trimble also revealed an integration of Equifax’s The Work Number into its Spectrum and Vista financial software, automating income and employment verifications at no...

Earlier this month, HealthEquity reported strong fiscal 2027 first-quarter results, highlighting growth in Health Savings Accounts and assets under management, supported by high client retention and enterprise wins. The company also emphasized expanding AI-driven automation while continuing to address ongoing litigation and regulatory scrutiny tied to a prior cybersecurity incident, underscoring how operational efficiency and data protection are becoming central to its business model. We’ll...

Recently, Red Cat Holdings announced a US$742,000 U.S. Army contract for Black Widow drones with AI landmine-detection software and advanced further in Pentagon drone programs, while also closing its Quaze Technologies acquisition and ramping Blue Ops’ Variant 7 uncrewed surface vessels. These developments highlight Red Cat’s expanding role across aerial, maritime and wireless power technologies as the U.S. pushes to strengthen domestic drone manufacturing under a US$1.10 billion Pentagon...

Dividend increase highlights income potential Essential Properties Realty Trust (EPRT) has raised its quarterly cash dividend to $0.32 per share for the second quarter of 2026, equal to an annualized $1.28 per share for shareholders. See our latest analysis for Essential Properties Realty Trust. The US$30.88 share price sits slightly above its level at the start of the year. Recent 1 day and 7 day share price returns of 1.75% and 2.02% contrast with a 90 day decline of 6.45%, while the 3 year...

Understanding the recent move in National Health Investors stock National Health Investors (NHI) has attracted attention after recent share price moves, with the stock closing at US$72.10. For investors, the key questions now center on income potential and how current valuation lines up with its fundamentals. The company operates as a self managed real estate investment trust focused on senior housing and medical facilities, with US$404.71m in revenue and US$147.89m in net income. That income...

Why Planet Fitness is back in focus for investors Pomerantz LLP’s investigation into Planet Fitness (PLNT), combined with slower net member growth, a paused Black Card price increase, and reduced 2026 growth targets after weaker first quarter results, has pushed the stock back under scrutiny. See our latest analysis for Planet Fitness. That legal overhang and the reset to Planet Fitness’s growth ambitions have gone hand in hand with a sharp swing in sentiment, with the share price down 32.26%...

Energy stocks are again in the spotlight as investors watch headlines about a possible U.S. Iran deal, G7 talks on wars and trade, and fresh debates on AI and global security. These stories are not just politics; they can influence oil supply routes, risk premiums, and sentiment toward large producers and refiners. For investors, that mix can create pockets of opportunity and pockets of risk. This article highlights 3 large energy stocks from our screener that look particularly exposed to...

Litigation update reshapes earnings impact for Boston Beer Company (SAM) Boston Beer Company (SAM) told investors that the court’s final judgement in its Ardagh supplier dispute set pre judgement interest at US$15.5 million, trimming previously recorded expense and lifting reported GAAP earnings expectations. See our latest analysis for Boston Beer Company. The litigation update lands as the stock trades at US$181.89, with a 1 day share price return of 1.26% and a 7 day share price return of...

Fed policy is shifting toward a more neutral stance, inflation risks remain in focus, and markets are recalibrating expectations for rate cuts versus potential hikes. For large U.S. and Canadian banks and insurers, that mix can affect funding costs, lending margins, and investment income in different ways. This article looks at how that policy reset links back to a curated screener of quality financial stocks, and what that could mean for your watchlist. Ahead, three stocks exposed to this...

Recent performance snapshot Merchants Bancorp (MBIN) has attracted attention after a strong recent run, with the stock showing gains over the past week, month, past 3 months, year to date, and past year. Those moves come alongside reported revenue of $585.479 million and net income of $188.416 million, giving investors a fresh data point for judging this US$2.3b regional banking and mortgage-focused platform. See our latest analysis for Merchants Bancorp. At a share price of US$50.11,...

In early June 2026, FTI Consulting, Inc. expanded its equity buyback authorization to US$2.57 billion and added senior leaders Sean O’Reilly and Liz Lynch to bolster its Healthcare Risk Management & Advisory and Strategic Communications practices. These moves highlight FTI Consulting’s emphasis on capital returns alongside deepened expertise in complex healthcare compliance and high-stakes corporate reputation challenges. We’ll now examine how the enlarged buyback authorization shapes FTI...

Why Australia’s conditional approval of Amtagvi matters for Iovance investors Australia’s Therapeutic Goods Administration has granted conditional approval for Amtagvi, giving Iovance Biotherapeutics (IOVA) a third marketing authorization for its T cell therapy and reinforcing the product’s expanding international footprint in melanoma treatment. See our latest analysis for Iovance Biotherapeutics. The Australian green light for Amtagvi comes as Iovance’s share price shows strong recent...

Recent performance snapshot With no single headline event driving trading, ScanSource (SCSC) has quietly drawn attention after its stock price closed at US$50.01, with returns of 0.9% over the past day and 7.1% over the past week. Over the past month and the past 3 months, the stock shows returns of 18.8% and 41.1%. Year to date and 1-year total returns stand at 28.0% and 23.7%, respectively, putting recent moves into clearer context for investors. See our latest analysis for...

In recent days, Square Financial Services, a Block subsidiary, introduced a Square High Yield Savings tier for sellers while new and existing restaurant clients such as Coffee Dose and Baker St Cafe expanded their use of Square’s unified commerce tools across multiple formats. These moves highlight how Block is deepening its role as an all-in-one operating and banking platform for small businesses and modern earners. We’ll now examine how the new high-yield savings offering for Square...

In May 2026, Crown Castle completed the sale of its fiber and small-cell businesses, generating about US$8.40 billion in proceeds, committing over US$7.00 billion to debt reduction, and authorizing a US$1.00 billion share repurchase program as it reset its balance sheet. This move leaves Crown Castle as a focused U.S. tower infrastructure company, with a simpler business model and management guiding to improved 2026 cash flow metrics and ongoing capital returns. Next, we’ll assess how Crown...

Earlier this week, Gaming and Leisure Properties reported first-quarter 2026 results that surpassed analyst expectations and raised its quarterly cash dividend to US$0.82 per share, underscoring the company’s current payout level to shareholders. On the same day, director E. Scott Urdang sold 3,000 shares as part of a year-long pattern of insider sales, while external analysts highlighted the REIT’s casino-focused portfolio and recurring rental income as key underpinnings of its cash flow...

Earlier in June 2026, Sonos emphasized resilient demand conditions as stronger-than-expected May retail sales signaled healthy consumer spending despite inflation and elevated gas prices. The company’s plan to roll out multiple new products in the second half of fiscal 2026 stands out as a key lever to tap its large install base and potentially counter hardware and component cost pressures. We’ll now examine how Sonos’s planned second-half 2026 product launches could reshape the company’s...

Recent commentary on USA Compression Partners (USAC) has highlighted a tension between its solid profitability and growth scores on one hand and, on the other, concerns about weak financial strength and perceived overvaluation relative to intrinsic value estimates. See our latest analysis for USA Compression Partners. Recent conference appearances in New York have come as the share price has eased, with the stock down 5.5% in the last session and showing a 30 day share price return of down...

Recent analyst commentary on TD SYNNEX (SNX) has focused on data center hardware demand and its Hyve program, while new security partnerships with Aura Business and ConnectSecure give investors more to consider around the stock’s longer term positioning. See our latest analysis for TD SYNNEX. Those security partnerships and Hyve driven data center themes are arriving alongside strong momentum in TD SYNNEX’s shares, with a 30 day share price return of 21.87%, a 90 day share price return of...

Recent performance snapshot for Illumina (ILMN) With no single headline event driving Illumina (ILMN) today, investors are instead looking closely at how the stock has traded recently and how that lines up with the company’s current financial profile. Over the past month, Illumina’s share price is up about 13%, and the move over the past 3 months is stronger at roughly 35%. Year to date, the stock has gained about 20%, while the total return over the past year is about 85% despite a decline...