U.S. Software Stock News

AXT (AXTI) just posted Q1 results highlighting revenue growth tied to AI and data center demand, along with narrowing losses and a positive Q2 earnings outlook, while closing a large equity raise to fund capacity expansion and R&D. See our latest analysis for AXT. The share price has surged recently, with a 1 month share price return of 96.69% and a year to date share price return of 638.54%. The 1 year total shareholder return is also very large, suggesting that momentum has been building...

In early May 2026, Uniti Group reported first‑quarter revenue of US$987.5 million but a net loss of US$70.3 million, while its Kinetic unit expanded multi‑gig fiber broadband to tens of thousands of additional locations across Florida, Texas, North Carolina, Oklahoma, Georgia and Kentucky and Uniti Wholesale gained early traction with its new FastWaves wavelength service. This combination of strong top‑line growth, rapid fiber network build‑out toward a planned 3.5 million homes and...

In early May 2026, LegalZoom.com announced a major reinvention of its Virtual Mail service, adding AI-powered mail filtering, document categorization, instant summaries and an automated Check Separation feature to streamline digital mail handling, enhance privacy and simplify check deposits for business customers of all sizes. This upgrade builds on a platform that has already processed 17.8 million mail items and US$9.50 billion in check deposits, highlighting how deeply embedded...

If you are wondering whether Commercial Metals stock still offers good value after its recent run, or if you may be late to the opportunity, this article addresses that question directly with a clear look at price relative to fundamentals. The stock last closed at US$71.25, with returns of 0.4% over 7 days, 9.8% over 30 days, a decline of 0.8% year to date, and gains of 50.1% over 1 year, 64.5% over 3 years, and 147.5% over 5 years. Recent share price moves are considered in the context of...

Arteris (AIP) is back in focus after first quarter 2026 earnings showed revenue of US$22.94 million versus US$16.53 million a year earlier, alongside raised full year guidance and record contract metrics tied to AI focused customers. See our latest analysis for Arteris. The latest earnings beat, raised guidance and AI focused contract wins have come alongside sharp share price swings, with a 66.06% 1 month share price return and a very large 1 year total shareholder return. Together these...

Icahn Enterprises (IEP) is back in focus after promoting longtime finance executive Ted Papapostolou to Chief Executive Officer, reaffirming its quarterly $0.50 distribution, and reporting first quarter 2026 results. See our latest analysis for Icahn Enterprises. Recent moves around the CEO transition, earnings release and confirmed $0.50 distribution appear to have coincided with improving sentiment, with a 30-day share price return of 4.60% and a 9.49% share price return year to date,...

A new shareholder investigation into Peabody Energy (BTU) and disclosures around its Centurion mine has put management communication in focus, after earlier guidance on production timing and costs was followed by delays and higher operating expenses. See our latest analysis for Peabody Energy. The investigation arrives after a weak run for the stock, with a 30 day share price return down 15.2% and a 90 day share price return down 31%, even though the 1 year total shareholder return is 63%...

In May 2026, Hengrui Pharma and Bristol Myers Squibb entered global strategic collaboration and license agreements to advance a portfolio of 13 early-stage oncology, hematology and immunology programs, with potential deal value of up to US$15.20 billion including US$600.00 million upfront and further milestone payments and tiered royalties. The cross-border structure, with each company swapping territorial rights and jointly discovering additional assets, signals a deeper two-way integration...

In the first quarter of 2026, former President Donald Trump disclosed new holdings in Red Rock Resorts and DraftKings while exiting positions in other gaming companies, highlighting a significant reshuffle of his multi-million-dollar investment trust. Trump’s move into Red Rock Resorts has put a fresh spotlight on the casino operator’s fundamentals, bringing renewed investor attention to its balance between growth opportunities and financial risks. We’ll now examine how Trump’s newly...

BellRing Brands (NYSE:BRBR) reported a weaker quarter, with margin pressure and a rare pullback in household spending on its core ready to drink shakes. Management highlighted heavier promotions, rising freight costs, and consumers shifting toward value focused options as key headwinds. These pressures led the company to revise revenue guidance downward, signaling a change in demand patterns for its products. For investors watching NYSE:BRBR, the latest update comes after a steep share...

Match Group (MTCH) is back in focus after its first quarter update highlighted better product experience at Tinder and Hinge, tighter operations, and management commentary pointing to engagement, retention and monetization progress across the portfolio. See our latest analysis for Match Group. The stock has cooled off slightly in the last week, with a 7 day share price return down 4.22%, but the 90 day share price return of 16.07% sits alongside a 1 year total shareholder return of 23.90%,...

Many investors are assessing whether Samsara's current share price lines up with its underlying value, particularly after a volatile few years for growth stocks. The stock closed at US$29.56, with the share price edging down 0.6% over the last week, up 2.5% over the past month, but down 12.9% year to date and down 37.7% over the last year. Over a three-year period, the return stands at 46.4%. That mix of shorter term weakness and longer term gains has put Samsara back on the radar for...

In May 2026, Vericel Corporation raised its full-year 2026 revenue guidance to US$326 million–US$336 million and reported first-quarter revenue of US$68.43 million, up from US$52.6 million a year earlier, alongside a narrower net loss of US$6.3 million. The combination of stronger-than-prior-quarterly results and higher full-year revenue expectations suggests management sees improving business momentum across Vericel’s portfolio. We’ll now examine how Vericel’s increased 2026 revenue...

KULR Technology Group (KULR) just released Q1 2026 results, reporting a 98% year-over-year revenue increase and higher gross margins, alongside a wider net loss tied mainly to a non cash bitcoin mark to market hit. See our latest analysis for KULR Technology Group. The Q1 figures and bitcoin-related hit come after a sharp share price swing, with a 36.36% 30-day share price return and 24.57% 7-day share price return, but a 64.84% decline in 1-year total shareholder return indicating that...

Blaize Holdings, Inc. reported past first-quarter 2026 results with revenue of US$2.74 million versus US$1.01 million a year earlier, and a net loss of US$22.65 million versus US$147.76 million, while reaffirming full-year 2026 revenue guidance of about US$130.0 million. The company also recently raised US$35.00 million in a follow-on equity offering and entered a three-year partnership with Winmate Inc. targeting roughly US$15.00 million of first-year rugged edge AI revenue, reinforcing its...

UWM Holdings (NYSE:UWMC) has submitted an unsolicited proposal to acquire Two Harbors Investment Corp. The company is urging Two Harbors shareholders to reject a separate merger agreement with CrossCountry Mortgage. UWM Holdings has publicly criticized the Two Harbors board for supporting the CrossCountry deal instead of engaging with its offer. UWM Holdings operates in the U.S. mortgage market, where scale, access to capital, and distribution reach can be important for long term...

Wondering if Rollins at around US$53.42 is pricing in too much optimism or leaving some value on the table? This article breaks down what that sticker price really implies for you as a shareholder. The stock is down 0.8% over the past week, 1.8% over the past month, and 9.5% year to date, although the 3 year and 5 year returns of 35.3% and 62.6% present a different perspective on longer term performance and risk. Recent market commentary around Rollins has focused on how current sentiment...

Motorola Solutions (MSI) has come back on investor radars after a period of share price volatility, with the stock down about 11% over the past month and 15% over the past 3 months. See our latest analysis for Motorola Solutions. Looking beyond the recent pullback, Motorola Solutions shows a mixed picture, with the share price up 3.22% year to date but the 1 year total shareholder return down 6.27%. At the same time, 3 and 5 year total shareholder returns of 36.63% and 106.50% highlight that...

Why Amylyx Pharmaceuticals Stock Is On Investors’ Radar Amylyx Pharmaceuticals (AMLX) has drawn fresh attention after recent trading saw the stock down about 4% on the day, extending declines of roughly 10% over the past week and 22% over the past month. For investors tracking biotech volatility, this short term pullback sits against a longer backdrop where Amylyx Pharmaceuticals shows a year to date gain of about 16% and a 1 year total return near 174%, paired with a 3 year total return...

Earlier in May 2026, Hubble Connected announced a new line of Kodak-licensed connected family technology products, spanning smart nursery, pet monitoring and feeding devices, and children’s communication wearables, all managed via the KodakHubbleClub app and showcased at the ABC Kids Expo in Las Vegas. This collaboration shifts Kodak’s brand further into everyday connected family ecosystems, linking its imaging heritage with Hubble Connected’s platform to extend the Kodak name beyond...

KeyCorp (NYSE:KEY) has launched a new US$3b share repurchase authorization, replacing its prior buyback program. The company is also expanding KeyBank's Middle Market commercial banking capabilities in Southeast Michigan. These actions reflect fresh corporate decisions that go beyond routine quarterly updates and may interest existing and potential shareholders. KeyCorp, the parent of KeyBank, operates as a regional financial services company focused on consumer, small business, and...

Why Fifth Third Bancorp (FITB) is back in focus after Q1 2026 earnings Fifth Third Bancorp (FITB) is drawing fresh attention after its Q1 2026 earnings on April 17, as recent bullish analyst commentary followed management’s update on the Comerica integration and higher net interest income guidance. See our latest analysis for Fifth Third Bancorp. While the recent Q1 2026 update and Comerica integration progress have improved sentiment, the share price is down 4% over the past week and 10%...

Pinterest (PINS) is back in focus after first quarter 2026 results topped expectations. Management pointed to AI powered personalization, continued double digit user growth, and a broader advertiser base, including more mid market and international clients. See our latest analysis for Pinterest. The stock has been volatile, with a 26.3% 90 day share price return, a year to date share price decline of 26.7%, and a 1 year total shareholder return that is down 40.2%. This suggests sentiment is...

In early May 2026, Royal Gold, Inc. reported first-quarter sales of US$465.83 million and net income of US$281.13 million, while also amending its revolving credit facility to include an uncommitted US$600 million accordion feature and authorizing up to US$500 million in share repurchases. Together, the stronger quarterly results, added liquidity headroom and new buyback authorization signal management’s confidence in the business and its willingness to return capital to shareholders. Next,...