U.S. Software Stock News

MPLX (MPLX) recently laid out guidance indicating that 2026 EBITDA is expected to be above 2025 levels, tied to gas and NGL projects such as Secretariat I, Harmon Creek III, Blackcomb, Bengal, and Gulf Coast expansions. See our latest analysis for MPLX. At a share price of $55.57, MPLX has seen modest recent moves, with the 1-day share price return up 1.39% and the year-to-date share price return up 3.16%. The 1-year total shareholder return of 16.41% and very large 5-year total shareholder...

Wondering whether Hormel Foods at around US$20 a share is starting to look like value, or if the stock still has work to do before it is priced attractively. The share price is down about 3.6% over the past week, 3.7% over the past month, 14.5% year to date, and 30.4% over the past year, which naturally raises questions about how risk and potential reward now stack up. Recent coverage has focused on how the company is positioned within the packaged foods space and how changing consumer...

In recent days, Ollie’s Bargain Outlet Holdings has faced mixed signals as higher gas prices raised concerns about pressure on household budgets and potential pullbacks in discretionary spending across the retail sector. At the same time, an analyst upgrade reflecting more favorable earnings estimates for Ollie’s highlights how investors are weighing macroeconomic consumer headwinds against company-specific optimism about profit potential. We’ll now examine how the analyst earnings upgrade,...

Recent performance and business profile Amphenol (APH) has drawn investor attention after a mixed stretch for the stock, with gains over the past year alongside declines over the past month and past 3 months. The company designs and sells a wide range of electrical, electronic, and fiber optic connectors and related products across communications, automotive, aerospace, defense, industrial, and mobile device markets. It operates three main segments: Communications Solutions, Harsh Environment...

Readers hoping to buy Zurn Elkay Water Solutions Corporation ( NYSE:ZWS ) for its dividend will need to make their move...

Wondering whether lululemon athletica's current share price reflects its true worth, or if the recent selloff has gone too far for a company of this profile. The stock last closed at US$121.06, with the share price down 9.4% over the past week, 24.6% over the past month, 42.6% year to date, and 62.0% over the past year, which may have changed how investors see both its risk and its potential. Recent headlines have focused on lululemon athletica's brand strength, product pipeline, and its...

In early May 2026, DraftKings reported first-quarter revenue of US$1,646.08 million and net income of US$21.07 million, while reaffirming full-year 2026 revenue guidance of US$6.5 billion to US$6.9 billion and outlining heavier investment in its new prediction markets platform. Alongside these results, management detailed plans to build a super-app that combines sportsbook, iGaming, lottery, and prediction markets, signaling a shift in how DraftKings aims to compete with emerging...

Considering whether Construction Partners at around US$124.84 still represents reasonable value after its strong run, or if you may be arriving late to the story. The stock has pulled back around 5.0% over the past week, but remains up 8.6% over 30 days, 11.3% year to date, 26.1% over 1 year and more than 7x over 3 years, with a 5-year return of 300.3%. Recent coverage has focused on how Construction Partners fits into investor interest in US infrastructure spending and road building, and...

Chipotle Mexican Grill (NYSE:CMG) has introduced "Chipotle U Rewards", a loyalty program tailored specifically to college students. The company is also rolling out a limited-time graduation promotion tied to gift card purchases for new graduates and gift givers. These initiatives are designed to deepen engagement with younger customers through targeted rewards and promotions. For investors tracking NYSE:CMG, this student-focused move comes with the stock trading around $32.09 and showing...

Earlier this week, Fiserv, Inc. launched agentOS, an agentic AI operating system built with OpenAI and AWS to help banks and credit unions deploy, govern, and scale AI agents across core banking, payments, issuer processing, and servicing workflows, with wide availability targeted for August 2026. The inclusion of a banking-native agent marketplace, featuring Fiserv-built and third-party agents for functions like risk management, regulatory reporting, and back-office reconciliation, signals...

Just because a business does not make any money, does not mean that the stock will go down. Indeed, Vor Biopharma...

LSB Industries (LXU) has drawn fresh attention after filing shelf and resale registration statements that could make up to 10,374,334 common shares and additional securities available for potential future offerings. See our latest analysis for LSB Industries. The shelf and resale registrations arrive after a sharp run in the stock, with a 90 day share price return of 46.6% and year to date share price return of 68.49%. The 1 year total shareholder return of 101.68% contrasts with a more...

When companies post strong earnings, the stock generally performs well, just like Intrepid Potash, Inc.'s ( NYSE:IPI...

eBay has rejected GameStop's unsolicited US$56b takeover offer, citing concerns about financing, governance, and operational risk. GameStop (NYSE:GME) CEO Ryan Cohen has said he intends to take a hostile approach and appeal directly to eBay shareholders. The situation could develop into a full proxy contest or hostile bid targeting control of eBay's board. GameStop, best known for its video game retail operations, has been trying to reshape its business as consumer behavior shifts toward...

Cheniere Energy (LNG) is back in focus after the company lifted its 2026 financial guidance alongside record LNG export volumes, as tighter global supply and milestones at the Corpus Christi project draw fresh attention to the stock. See our latest analysis for Cheniere Energy. At a share price of $241.08, Cheniere’s 1 day share price return of 0.71% sits against a 30 day share price return that is down 7.16%, while the 3 year total shareholder return of 74.95% and 5 year total shareholder...

Bread Financial Holdings recently completed a US$120,000,000 fixed‑income offering of 4,800,000 variable rate depository shares at US$25 each, featuring non‑cumulative, perpetual and callable preferred securities with a variable coupon structure. This preferred issuance adds another funding lever alongside the company’s strong first‑quarter operational performance, potentially affecting its capital structure and cost of funding mix. Next, we will examine how this new variable rate preferred...

We didn't see Ascendis Pharma A/S' ( NASDAQ:ASND ) stock surge when it reported robust earnings recently. We think that...

HEICO (HEI) is back in focus after Rothschild & Co Redburn initiated research coverage alongside fresh buying from Weitz Investment Management, highlighting how the stock might fit into the current period of weakness in the aerospace sector. See our latest analysis for HEICO. HEICO’s share price has eased over the past three months, with a 90 day share price return of down 10.64% and a year to date share price return of down 9.77%. At the same time, the 1 year total shareholder return of...

Copa Holdings (NYSE:CPA) opened Q1 2026 with total revenue of US$1,052.4 million and basic EPS of US$5.16, setting a clear marker against a trailing twelve month backdrop where revenue sits at US$3.8 billion and EPS at US$17.16. Over recent quarters, revenue has moved from US$899.2 million in Q1 2025 to US$962.9 million in Q4 2025, and EPS has ranged from US$3.61 to US$4.28 and then US$4.19. This gives investors a line of sight on how current earnings fit into the longer trend. With a...

Insiders who purchased CN¥12.3m worth of AIFU Inc. ( NASDAQ:AIFU ) shares over the past year recouped some of their...

The U.S. Senate Banking Committee has advanced the Digital Asset Market Clarity Act with bipartisan support, marking a key step toward clearer crypto regulation. Coinbase Global (NasdaqGS:COIN) is expanding its presence in stablecoins by becoming the official USDC treasury deployer on the Hyperliquid platform. These developments come as regulatory clarity and stablecoin infrastructure gain attention for their potential impact on institutional participation in digital assets. For Coinbase, a...

In the past quarter, BigBear.ai Holdings, Inc. reported Q1 2026 sales of US$34.44 million with a net loss of US$56.76 million, while reaffirming full-year 2026 revenue guidance of US$135 million to US$165 million. Amid ongoing losses, the company’s backlog growth and shift toward higher-margin generative AI offerings following the Ask Sage acquisition highlight an effort to reshape its business mix around defense and government AI contracts. We’ll now examine how the reaffirmed 2026 revenue...

Why Immunocore Holdings (IMCR) Is Back On Investor Radar Immunocore Holdings (IMCR) has drawn fresh attention after reporting first quarter 2026 results, with revenue of US$106.68 million and net income of US$12.97 million compared with US$93.88 million and US$5.02 million a year earlier. See our latest analysis for Immunocore Holdings. Despite the stronger first quarter figures and a recent shelf registration for up to 2,497,743 ordinary shares, Immunocore Holdings’ share price has slipped,...

Coeur Mining, Inc.'s ( NYSE:CDE ) stock was strong after they recently reported robust earnings. However, our analysis...