U.S. Software Stock News

Olema Pharmaceuticals (OLMA) shares are trading after first quarter results showed a net loss of US$53.09 million, with management emphasizing higher clinical spending, upcoming Phase 3 palazestrant data, and preparations for a possible commercial launch. See our latest analysis for Olema Pharmaceuticals. At a share price of US$13.82, Olema has seen its short term share price return fall 15.21% over the past month and 45.33% year to date, even as the 1 year total shareholder return is very...

U.S. federal cannabis rescheduling is being considered, which could remove Section 280E tax burdens for qualifying marijuana operators. This change would allow many cannabis businesses to deduct normal operating expenses for federal tax purposes. Innovative Industrial Properties (NYSE:IIPR) could see meaningful second order effects as tenants potentially gain financial flexibility. For investors watching NYSE:IIPR at around $54.84, the tax conversation is not just a policy story; it goes...

NIQ Global Intelligence (NIQ) opened 2026 with Q1 revenue of US$1.1 billion and a basic EPS loss of US$0.31, alongside a net income loss of US$90.1 million that keeps the trailing 12 month result in negative territory. Over recent quarters the company has seen revenue move from US$965.9 million in Q1 2025 to US$1.1 billion in Q1 2026, while quarterly net income losses have ranged from US$32.2 million to US$198.6 million and translated into a trailing 12 month loss of US$323.6 million...

Logistic Properties of the Americas (NYSEAM:LPA) opened 2026 with Q1 revenue of US$14.4 million and a loss per share of US$0.25, while the trailing twelve months show EPS of US$0.10 on revenue of US$52.7 million and net income of US$3.3 million. The company has seen quarterly revenue move from US$11.8 million in Q1 2025 to US$14.4 million in Q1 2026, with EPS shifting from a small loss of US$0.02 to a deeper quarterly loss despite positive EPS on a trailing twelve month basis. This sets up a...

Royal Gold (RGLD) is back in focus after recent share price swings, with the stock down about 11% over the past month and roughly 16% over the past 3 months. See our latest analysis for Royal Gold. Those recent share price declines sit against a stronger backdrop, with the stock’s year to date share price return of 8.8% and a 1 year total shareholder return of 43.35% suggesting earlier momentum is now cooling. If you are looking beyond Royal Gold and want more ideas across the precious metals...

Goldman Sachs Alternatives, part of NYSE:GS, is acquiring FGI Worldwide LLC, a financing, risk management, and Insurtech platform. FGI Worldwide is transitioning to new leadership as the acquisition sets up the next phase of its growth within Goldman’s private equity arm. Separately, Goldman Sachs is involved in forming an AI native enterprise services firm alongside Anthropic and leading asset managers. The new AI venture is focused on building infrastructure and services to help...

WESCO International (WCC) has drawn attention after recent share price moves, with the stock last closing at $372.05. Investors are weighing this performance against its scale, roughly $17.6b in market value. See our latest analysis for WESCO International. The recent 1-day share price return of 3.2% extends a strong run, with a 30-day share price return of 20.0% and a 1-year total shareholder return of 119.1%. This suggests momentum has been building over both shorter and longer periods. If...

If you are wondering whether Main Street Capital stock still offers value or if the recent price gives you a better entry point, it helps to step back and look at what the current valuation actually reflects. The share price last closed at US$50.69, with returns of about 0.9% over the past year, while being down around 10.4% over the past week, 10.1% over the past month, and 17.9% year to date. This can change how the market is thinking about both risk and opportunity. Recent headlines...

Aflac (AFL) is back in focus after reporting an earnings miss tied to weaker results in Japan, even as management highlighted strong sales growth, improving margins and lower benefit ratios across its key segments. See our latest analysis for Aflac. Aflac’s recent earnings miss and activity around new Japan products, bond issuance and its Maine expansion come against a backdrop of a 12.42% 1 year total shareholder return and an 84.56% 3 year total shareholder return. This combination suggests...

Wondering if Dow's current share price still offers value, or if most of the opportunity has already played out, starts with understanding what the recent moves are really pricing in. Dow closed at US$38.78, with the stock up 3.9% over the past week, slightly down 1.0% over the past month, up 59.8% year to date and showing a 38.5% gain over the past year, while longer 3 year and 5 year periods show declines of 10.7% and 25.4% respectively. These mixed returns sit against a backdrop of...

In recent days, BlackRock reported first-quarter 2026 results that exceeded earnings expectations on the back of higher revenue, rising assets under management, and solid net inflows, while reiterating plans for ongoing share repurchases and long-term annual contract value growth. At the same time, BlackRock accelerated its push into newer growth areas by expanding tokenized funds and launching a multibillion‑dollar infrastructure partnership across the Gulf Cooperation Council and Central...

Iovance Biotherapeutics recently reported past first‑quarter 2026 results showing revenue of US$71.43 million versus US$49.32 million a year earlier, with net loss narrowing to US$79.05 million from US$116.16 million and basic loss per share improving to US$0.19 from US$0.36. Management also highlighted record demand and accelerated commercialization for Amtagvi, alongside advancing new tumor‑infiltrating lymphocyte programs and efficiency measures aimed at supporting higher gross margins...

U.S. Bancorp (NYSE:USB) and Amazon have introduced new co-branded Prime Business Card and Amazon Business Card products. The launch expands their existing relationships with Amazon and Mastercard into a wider suite of business credit solutions. The cards are aimed at business customers seeking rewards, flexible financing options, and spend management tools for Amazon-related purchases. For U.S. Bancorp, this move sits at the intersection of commercial banking and business payments, an area...

Prestige Consumer Healthcare (PBH) closed out FY 2026 with fourth quarter revenue of US$281.6 million and basic EPS of US$1.14, alongside trailing twelve month revenue of US$1.09 billion and EPS of US$3.93 that outline the full year earnings picture. Over recent quarters the company has seen revenue range from US$249.5 million to US$296.5 million and quarterly EPS move between US$0.86 and US$1.23. This gives you a clear view of how the top and bottom line have tracked into the latest result...

Affiliated Managers Group, Inc. recently reported first-quarter 2026 results showing sales of US$544.9 million and net income of US$110.4 million, alongside basic earnings per share from continuing operations of US$4.12. The company also repurchased 617,615 shares for US$186 million under a prior buyback program, highlighting continued use of capital returns alongside earnings growth. Next, we’ll examine how this combination of stronger quarterly earnings and ongoing share repurchases...

Karooooo (NasdaqCM:KARO) has closed out FY 2026 with fourth quarter revenue of ZAR 1.4b and basic EPS of ZAR 7.19, set against trailing 12 month revenue of ZAR 5.5b and EPS of ZAR 32.17 that frame the full year earnings picture. Over recent periods, the company has seen quarterly revenue move from ZAR 1.2b in Q4 FY 2025 to ZAR 1.4b in Q4 FY 2026, with basic EPS across the same quarters at ZAR 8.11 and ZAR 7.19 respectively. Investors are likely to focus on how these results sit with a net...

Earlier this month, DexCom outlined governance changes ahead of its 2026 Investor Day, agreeing with Elliott Investment Management to recruit two new independent directors and expanding its Board Technology Committee into an Operations and Innovation Committee with broader oversight of operations, quality, and the technical roadmap. A separate announcement from ViCentra showed DexCom’s G7 continuous glucose monitor embedded in a new smartphone-controlled hybrid closed-loop insulin patch pump...

Mastercard (NYSE:MA) and PhotonPay completed a live AI-driven payment in Hong Kong using Mastercard Agent Pay authentication. The transaction saw an AI agent autonomously initiate, authenticate, and settle a real-world payment through Mastercard’s network. This is an early example of agentic AI being tied directly into a global card network’s security and settlement rails. For you as an investor, this sits at the intersection of Mastercard’s core role in global card payments and the push...

If you are wondering whether Morningstar stock now offers value after a rough patch, starting with a clear look at price versus fundamentals can help frame your next move. The stock closed at US$166.05, with the share price declining 6.7% over the past week, 3.6% over the past month, 21.1% year to date, and 46.0% over the past year, which can change how investors think about both risk and opportunity. Recent coverage has focused on how market sentiment toward Morningstar has shifted, as...

Viking Therapeutics recently presented additional Phase 2 VENTURE-Oral trial data for its oral VK2735 obesity therapy at the European Congress on Obesity 2026 in Istanbul, highlighting statistically significant, dose-dependent weight loss over 13 weeks with a generally mild to moderate side-effect profile. The absence of a weight-loss plateau at higher VK2735 doses and the high proportion of patients reaching at least 5% and 10% weight loss underscore how this oral dual GLP-1/GIP agonist...

If you are wondering whether Boston Beer Company stock now offers value or just more volatility, the recent share price moves give you plenty to think about. The stock is currently at US$173.18, with the share price down 14.7% over the past week, down 26.7% over the past month, and down 13.3% year to date. This may signal changing views on its potential and risk. Over a longer horizon, the share price has fallen 29.5% over the past year, 46.9% over three years and 83.5% over five years. This...

BKV Corporation recently reported past first-quarter 2026 results, with sales of US$71.29 million, revenue of US$432.85 million and net income of US$44.08 million, alongside higher production of 83,253 MMcfe versus 68,503 MMcfe a year earlier. The shift from a net loss and loss per share a year ago to positive earnings, combined with new production guidance of 925–975 MMcfe/d for the second quarter of 2026, highlights a sharp improvement in operating performance and management’s confidence...

Tenable Holdings honored its top global partners at the AssureWorld conference, recognizing Deloitte, Atos, and eSentire. The awards highlight partner contributions to expanding the Tenable One Exposure Management Platform. The event focused on advancing preemptive security adoption across Tenable's global customer base. Tenable Holdings (NasdaqGS:TENB) is putting its partner ecosystem front and center, using this year's AssureWorld conference to spotlight firms that are helping scale the...

BK Technologies (BKTI) has put fresh numbers on the board for Q1 2026, reporting revenue of US$21.3 million and basic EPS of US$0.74, supported by trailing 12 month revenue of US$88.4 million and basic EPS of US$3.81. Over the past year, the company has seen revenue move from US$76.6 million to US$88.4 million and basic EPS lift from US$2.35 to US$3.81 on a trailing 12 month basis, while net profit margin has improved to 16% from 12.7%. This sets up a story in which investors may focus on how...