U.S. Software Stock News

On December 2, 2025, Gen Digital’s Norton business launched Norton Neo globally as a free, AI-native browser designed to enhance online safety, privacy, and everyday productivity for users. This move extends Gen Digital’s Cyber Safety footprint directly into the browser, positioning it to integrate AI security, identity protection, and zero-prompt assistance at the core of consumers’ online activity. We’ll now examine how Norton Neo’s global AI-native browser rollout could reshape Gen...

Apellis Pharmaceuticals (APLS) has quietly staged a rebound this month, with the stock up roughly 23% even as its past year performance remains weak, inviting a closer look at what might be changing. See our latest analysis for Apellis Pharmaceuticals. The 23.5% 1 month share price return has helped Apellis claw back some ground from a difficult stretch. However, the 1 year total shareholder return remains deep in negative territory, which suggests sentiment may be stabilising rather than...

If you are wondering whether UMB Financial is quietly trading at a discount or already priced for perfection, you are not alone. This stock has been drawing attention from investors hunting for value in regional banks. Despite some short-term noise, the share price is up 3.4% over the last month and 1.9% year to date, though it is still down 7.5% over the past year after a strong multiyear climb of 50.8% over three years and 79.4% over five years. Recent headlines around the regional banking...

Wondering if AT&T is still a classic value play or a trap in disguise, especially with that hefty dividend and long history in investors' portfolios? The stock is up 7.4% year to date and 9.1% over the last year, but it has cooled a bit in the short term with a 3.2% drop over 7 days and a 1.3% slide over the past month, hinting that sentiment is still a bit cautious. Recent headlines have focused on AT&T's ongoing 5G and fiber rollout, its sizable debt load, and efforts to streamline the...

If you have been wondering whether KLA’s soaring share price still offers value, you are not alone. This breakdown is designed to help you decide if now is a smart entry point or a time to be cautious. The stock has climbed 92.5% year to date and 90.5% over the last year, building on multi-year gains of 210.7% over 3 years and 396.4% over 5 years that have significantly influenced how the market prices its future. These moves have been supported by KLA’s established role in semiconductor...

In recent days, Solid Power disclosed that director Erik Anderson sold 30,000 shares and the company amended its Executive Change in Control and Severance Plan, reshaping how senior leaders could be compensated if control changes occur. These governance moves, coming alongside continued discussion of losses and negative cash flow despite high-profile partnerships and government backing, spotlight the tension between Solid Power’s technological promise and its financial strain. Next, we’ll...

Earlier this week, Air Products and Chemicals and Yara International announced they are in advanced negotiations to partner on low-emission ammonia projects in Louisiana and Saudi Arabia, linking Air Products’ hydrogen assets with Yara’s global ammonia production, storage, and distribution network. The proposed structure, including Yara’s plan to acquire roughly one-quarter of the Louisiana ammonia assets’ estimated US$8–9 billion cost and enter long-term offtake and marketing agreements,...

If you are wondering whether O'Reilly Automotive is still attractive after its long run higher, or if the easy money has already been made, you are not alone. This breakdown is designed to cut through the noise and focus on what the stock may really be worth. Even after a recent pullback of about 4.4% over the last week and 3.9% over the last month, the stock is still up 19.0% year to date and 11.4% over the past year. That caps off a multi year climb of 73.6% in three years and 210.7% in...

While M/I Homes, Inc. ( NYSE:MHO ) shareholders are probably generally happy, the stock hasn't had particularly good...

Morgan Stanley’s latest upgrade put General Motors (GM) back in the spotlight, as the bank highlighted GM’s execution, capital discipline, and truck heavy strategy to support a more optimistic stance. See our latest analysis for General Motors. The upgrade lands on top of a powerful run, with GM’s 90 day share price return of about 31 percent and 1 year total shareholder return near 50 percent. This signals that momentum is clearly building as investors warm to its revamped strategy and...

In early December 2025, Flywire Corporation announced a partnership with TenPay Global to add Weixin Pay (WeChat Pay) for Chinese students paying tuition to universities in South Korea and Malaysia, aiming to simplify cross-border education payments for families. This move gives Flywire more direct access to fast-growing intra-Asia student flows, where Chinese enrollment in Malaysia and South Korea has risen sharply since 2019, reinforcing its position in international education payments...

If you are wondering whether PVH is starting to look like a bargain after a rough stretch or if it is cheap for a reason, you are not alone. This is exactly the kind of setup where valuation work really matters. The stock has slipped to around $76.12 after a 13.1% drop over the last week and is now down 27.4% year to date and 30.5% over the last year, shifting many investors from growth optimism to value hunting mode. Recent market chatter has focused on how PVH is navigating a tougher...

If you are wondering whether Arch Capital Group at around $91.92 is still a smart buy or if most of the upside is already priced in, you are not alone. That is exactly what we are about to unpack. Despite a modest 0.6% gain year to date and a 1.5% slide over the last year, the stock is still sitting on returns of 61.4% over 3 years and 176.7% over 5 years, indicating that long-term holders have already been well rewarded. Recent headlines have focused on Arch Capital Group expanding its...

If you are wondering whether Trane Technologies at around $399 is still worth considering after its significant multi year run, or if you are arriving too late to benefit, you are in the right place. The stock is up an impressive 134.1% over 3 years and 207.5% over 5 years. More recently it has pulled back, with a 6.7% gain year to date, but a 2.5% drop in the last week and an 8.0% decline over the last month. This combination of long term strength and short term cooling has come as...

In early December 2025, Incyte reported that its mutant calreticulin-targeted antibody INCA033989 received FDA Breakthrough Therapy designation for certain essential thrombocythemia patients and released Phase 1 data showing encouraging responses and tolerability in myeloproliferative neoplasms. By pairing this regulatory milestone with early signs of disease-modifying activity in myelofibrosis, INCA033989 is emerging as a potential new pillar in Incyte’s hematology franchise beyond...

Galaxy Digital’s recent acquisition of staking software firm Alluvial Finance made it the Development Company for Liquid Collective, giving it full responsibility for building and maintaining one of the leading institutional liquid staking protocols, which has grown assets on platform to about US$1.00 billion since launch. This move tightens Galaxy’s grip on institutional onchain infrastructure, complementing its growing AI-optimized data center ambitions and broadening its role across both...

Earlier this week, Super Micro Computer announced it had begun shipping new 4U and OCP-compliant 2-OU liquid-cooled NVIDIA HGX B300 systems, alongside a validated integration of its liquid-cooled FlexTwin servers with Cornelis’ 400 Gbps CN5000 networking for dense, power-efficient AI and HPC deployments. The combination of ultra-dense Blackwell-based racks and a high-performance, energy-focused networking stack underscores Supermicro’s push to make liquid-cooled, turnkey AI “factory”...

Long term investing can be life changing when you buy and hold the truly great businesses. And highest quality...

Ingersoll Rand (NYSE:IR) has had a rough three months with its share price down 3.3%. However, the company's...

Ionis Pharmaceuticals (IONS) has quietly turned into one of the market’s better comeback stories, with the stock up sharply over the past year even as near term returns cooled this week. See our latest analysis for Ionis Pharmaceuticals. After a sharp run that has pushed the share price to 78.86 dollars and delivered a year to date share price return of 127.33 percent, this week’s pullback simply cools the pace. A 1 year total shareholder return of 107.58 percent and 3 year total shareholder...

Raymond James recently downgraded Atlantic Union Bankshares from Strong Buy to Market Perform after the Sandy Spring acquisition, citing lower yields on new loans and revised expectations for loan accretion that has trailed projections since April 1. This shift in analyst stance highlights how quickly assumptions about acquired loan portfolios and prepayments can affect earnings outlooks and investor confidence ahead of Atlantic Union’s upcoming analyst day. Next, we’ll explore how the...

Earlier this month, Invesco Ltd. agreed to repurchase US$500 million of its 5.9% Series A preferred shares from MassMutual at an 18% premium, while also forming a partnership with LGT Capital Partners to build multi-alternative private markets solutions for U.S. wealth and retirement investors. Together, these steps highlight Invesco’s focus on reshaping its capital structure and deepening its presence in higher-fee private markets offerings. We’ll now explore how this preferred share...

Nuvalent (NUVL) has been on investors radar after the FDA accepted its New Drug Application for Zide with Breakthrough Therapy Designation, a key step that could accelerate its lung cancer franchise. See our latest analysis for Nuvalent. Despite a small pullback in the latest session, Nuvalent’s roughly 13 percent 1 month share price return and robust 3 year total shareholder return of about 225 percent suggest momentum is still building around its growing lung cancer pipeline and recent...

SELLAS Life Sciences Group (SLS) is back on traders radar after announcing positive Phase 2 data for SLS009 in combination therapy for tough to treat acute myeloid leukemia patients with myelodysplastic changes. See our latest analysis for SELLAS Life Sciences Group. The upbeat Phase 2 readout has added fresh fuel to a stock that was already in motion, with a 1 day share price return of 4.40 percent and year to date share price return of 77.57 percent. The 1 year total shareholder return of...