U.S. Software Stock News

Marathon Petroleum (MPC) is back in focus after a busy start to May, including first quarter 2026 earnings, an increased share repurchase authorization, and new commentary from Goldman Sachs on the company’s execution and capital returns. See our latest analysis for Marathon Petroleum. The steady stream of news in early May, from first quarter 2026 results and a larger buyback authorization to fresh Goldman Sachs commentary and new leadership appointments, has arrived alongside strong share...

Recent performance snapshot PTC (PTC) has been under pressure recently, with the stock down over the past year despite a value score of 6 and annual revenue of about US$3.0b from its software portfolio. See our latest analysis for PTC. At a share price of US$139.85, PTC has experienced recent pressure, with the share price down 17.78% year to date and the 1 year total shareholder return declining 18.60%. However, the 3 year total shareholder return of 4.52% indicates that longer term holders...

Fervo Energy overview triggered by recent trading move Fervo Energy (FRVO) drew investor attention after a sharp 1-day move, with the stock closing at $40.63. The company focuses on developing and operating geothermal power facilities using horizontal drilling technology. See our latest analysis for Fervo Energy. The recent 11.19% one-day share price return, on top of a 50.48% year-to-date share price return at $40.63, indicates that momentum has been building as investors reassess Fervo...

A federal judge has allowed an antitrust lawsuit against Zillow Group (NasdaqGS:ZG) and Redfin to proceed, denying their motion to dismiss. The case, brought by the Federal Trade Commission and several state attorneys general, alleges an unlawful agreement that limited competition in rental advertising. Regulators claim a partnership in which Redfin exited rental listings after a payment from Zillow reduced rental advertising options for competitors and property owners. Zillow Group enters...

Datadog (DDOG) is back in the spotlight after reporting first quarter 2026 results with sales of US$1.01b and net income of US$52.57m, alongside higher full year revenue guidance. See our latest analysis for Datadog. The stock has been on a strong run, with a 30 day share price return of 83.45% and a year to date share price return of 51.63%. The 1 year total shareholder return of 73.16% points to momentum that extends beyond this quarter’s earnings reaction. If Datadog’s move has you...

SEALSQ (NasdaqGS:LAES) has completed a pilot partnership with the Swiss Armed Forces' Space Command focused on sovereign, quantum resilient space communications. The pilot centered on applying SEALSQ's post quantum secure hardware to orbital infrastructure used in government and defense settings. The outcome supports SEALSQ's push into secure orbital AI and data center infrastructure tied to space based systems. SEALSQ comes into this news with its stock at $3.09 and a mixed recent record,...

UiPath (NYSE:PATH) has launched Global AgentHack 2026, a large-scale hackathon focused on agentic AI business orchestration. The event centers on the company’s new Coding Agents platform, designed to connect AI coding agents with enterprise-grade orchestration and governance. Developers and partners are invited to build real-world automation solutions, with the hackathon positioned as a global showcase for practical agentic AI use cases. UiPath is putting fresh attention on its agentic AI...

Viking Holdings (VIK) opened 2026 with Q1 revenue of US$1.1 billion and a reported loss of US$54.4 million, or EPS of US$0.12, setting a very different tone from recent profitable quarters. The company has seen quarterly revenue move from US$897.1 million in Q1 2025 through a peak of US$2.0 billion in Q3 2025. EPS shifted from a loss of US$0.24 in Q1 2025 to positive EPS between US$0.67 and US$1.16 over the rest of 2025, before reverting to a loss this quarter. This leaves investors to weigh...

Grocery Outlet Holding (GO) opened 2026 with Q1 revenue of US$1.2 billion and a basic EPS loss of US$1.83, as net income excluding extra items came in at a loss of US$180.3 million, alongside a 1% decline in same store sales compared with the prior year. Over the past year the company has seen quarterly revenue move from US$1.10 billion in Q4 2024 to US$1.17 billion in Q1 2025 and then to US$1.17 billion in Q1 2026. EPS shifted from US$0.02 in Q4 2024 to a loss of US$0.24 in Q1 2025 and a...

If you are wondering whether eBay's recent share price action still leaves room for value, this breakdown will help you decide how the current price lines up with different valuation signals. At a last close of US$113.24, the stock has posted returns of 6.4% over 7 days, 12.8% over 30 days, 30.1% year to date and 62.7% over the past year, with a very large 3 year return of 171.2% and a 5 year return of 107.8%. Recent coverage has focused on eBay's role in online retail and how investors are...

Vertiv Holdings Co (NYSE:VRT) announced an acquisition of Strategic Thermal Labs to expand its liquid cooling capabilities for AI and high-performance computing data centers. The company was also selected as a key partner for Hut 8’s large AI-focused data center buildout in Texas. Vertiv focuses on critical digital infrastructure for data centers and other mission-critical facilities, and liquid cooling is becoming more important as AI workloads drive higher power density. Adding Strategic...

USA Rare Earth (USAR) opened Q1 2026 with total revenue of US$5.7 million and a basic EPS loss of US$0.34, while net income excluding extra items came in at a loss of US$67.0 million. The company reported quarterly revenue of US$0 in Q1 2025 and US$5.7 million in Q1 2026, with basic EPS moving from a profit of US$0.57 in Q1 2025 to a loss of US$0.34 in the latest quarter. This highlights that top line traction is emerging, while margins remain under pressure. See our full analysis for USA...

Best Buy (BBY) is back in focus after opening consultation spaces inside two Ikea stores in Texas and Florida. The company is also preparing for CEO Corie Barry’s exit and Jason Bonfig’s transition to chief executive. See our latest analysis for Best Buy. At a share price of US$56.68, Best Buy has seen its 1 month share price return fall 8.67% and its year to date share price return decline 18.07%, while the 1 year total shareholder return is down 17.80%. This suggests momentum has been...

Cogent Biosciences (COGT) has drawn fresh attention after announcing that pivotal APEX trial data for bezuclastinib in Advanced Systemic Mastocytosis will be presented at the European Hematology Association 2026 Congress. See our latest analysis for Cogent Biosciences. The announcement of new APEX and JAK2 data comes after a strong run in total shareholder return, with a very large 1 year gain and multi year returns above 200%, even as the 1 month share price return is down 6.3% and short...

Trump Media & Technology Group Corp. reported first-quarter 2026 results, with sales of US$871,200 and a net loss of US$405.81 million, including a very large unrealized loss on cryptocurrency holdings. Alongside these results, interim CEO Kevin McGurn highlighted the company’s use of its balance sheet and operating cash flow to support platform expansion and its planned merger with nuclear fusion firm TAE Technologies. We’ll now examine how the very large unrealized cryptocurrency losses...

In recent weeks, partners including Uber Technologies, AG1, YipitData and NIQ have announced new collaborations with Ulta Beauty, expanding its same-day delivery reach, deepening its wellness assortment across more than 1,500 stores and online, and enhancing data-driven merchandising and shopper insights. Together with plans for a new automated distribution center in Salt Lake City and continued international store openings, these moves highlight how Ulta Beauty is broadening its ecosystem...

If you are wondering whether Ameris Bancorp at around US$83.67 is offering fair value or not, it helps to step back and separate price from worth. The stock has been a strong performer over time, with returns of 13.1% year to date and 33.7% over the past year, although it has slipped around 3.1% over the last week and inched up 1.0% over the past month. Recent price moves sit against a backdrop where investors are paying closer attention to bank balance sheets, interest rate sensitivity and...

If you are wondering whether Alibaba Group Holding's current share price still offers value, or if you might be arriving late to the story, this article focuses squarely on what you are paying versus what you are getting. The stock last closed at US$141.12, with returns of 0.1% over the past week, 7.4% over the past month, a decline of 9.4% year to date, a 15.8% gain over the past year, a 73.1% gain over three years, and a decline of 31.6% over five years. Recent headlines around Alibaba...

Dynatrace (DT) has just reported its FY 2026 fourth quarter with revenue of US$531.7 million and basic EPS of US$0.06, alongside trailing twelve month revenue of about US$2.0 billion and EPS of US$0.54. Over recent periods the company has seen quarterly revenue move from US$445.2 million in FY 2025 Q4 to US$531.7 million in FY 2026 Q4, while basic EPS shifted from US$0.13 to US$0.06. This sets the stage for investors to focus on how the earnings profile aligns with the reported margin trends...

If you are trying to figure out whether eToro Group at around US$41.58 is attractively priced or not, the key is understanding what that share price actually implies about the business. The stock has recently moved sharply, with returns of 8.7% over the last 7 days and 19.8% over the last 30 days, while the return over the last year is down 37.8% and the year to date return stands at 16.5%. Recent headlines around eToro Group have focused on its position in online trading and investing...

Beyond the day to day moves, many investors are really asking one thing about United Parcel Service: is the current share price giving you fair value for what you are getting? Before looking under the hood, it helps to know what is actually being measured when talking about valuation. What valuation really means for United Parcel Service Valuation is simply an attempt to connect the price you see on the screen with the cash flows, assets and risks that sit behind United Parcel...

Q1 2026 earnings spark fresh focus on Gambling.com Group Gambling.com Group (GAMB) has drawn fresh attention after reporting Q1 2026 results, with sales of US$40.44 million and a swing to a net loss of US$1.18 million from a prior profit. See our latest analysis for Gambling.com Group. The earnings miss and swing to a quarterly loss come after a mixed price backdrop. The latest share price is US$4.14, with a 30 day share price return of 12.81%, but a year to date share price return down...

Investors may be wondering whether Fastly's current share price lines up with its real worth, or if the recent volatility has created a potential opportunity or a warning sign. The stock is down 9.3% over the past week and 15.6% over the past month, yet still up 73.5% year to date and 119.9% over the past year. These moves can influence how you think about both upside and risk. Recent attention on Fastly has focused on how the business is positioned within software and internet...

Why Equity Residential is on investors’ radar today Equity Residential (EQR) has drawn fresh attention after a recent pullback, with the stock down about 1% over the past week but up around 6% over the past month. See our latest analysis for Equity Residential. At a share price of US$65.02, Equity Residential has seen a 30 day share price return of 5.96%, while the 1 year total shareholder return is down 4.13%. This suggests that recent momentum contrasts with a softer longer term...