U.S. Software Stock News

Earlier this week, Celldex Therapeutics announced it has begun a global Phase 3 EMBARQ trial of barzolvolimab in adults with cold urticaria and symptomatic dermographism who remain symptomatic despite H1 antihistamines or biologics, enrolling about 240 patients across 75 sites in 7 countries. This marks the second Phase 3 program for barzolvolimab and follows a prior placebo-controlled Phase 2 study where the drug achieved statistically significant improvements in provocation test responses...

In early December 2025, Capital Power announced it had signed an MOU with Apollo Funds to pursue U.S. merchant natural gas generation acquisitions, with up to US$3.00 billion of potential equity commitments and Capital Power operating the acquired assets and earning management and performance fees. Alongside this push into large-scale energy and data-center-linked power assets, Apollo is also extending its reach in private markets through areas such as sports ownership and retirement...

Aeva Technologies (AEVA) just landed a major win, being chosen as the exclusive LiDAR supplier for a top European automaker's global Level 3 vehicle platform. This development is sparking fresh attention on the stock and its long term revenue potential. See our latest analysis for Aeva Technologies. The market has been quick to respond, with a 12.78% 7 day share price return and year to date share price gains above 200 percent signaling that sentiment and growth expectations are clearly...

BellRing Brands (BRBR) just landed on the Zacks Rank 5 Strong Sell list after earnings estimates were cut by about 15% over the past two months, putting fresh pressure on expectations. See our latest analysis for BellRing Brands. Even with that downgrade, the stock has bounced hard in the very short term, with a 1 month share price return of 17.79%, but that comes after a steep year to date share price decline of 55.36%. Near term momentum looks more like a sharp rebound than a decisive trend...

Wondering if Ingevity at around $58.83 is still a smart buy or if the easy money has already been made? You are not alone; this stock has quietly been drawing fresh attention from value focused investors. After a tough few years, the share price has surged, up 12.6% over the last week, 18.8% over the past month, and 48.8% year to date, even though the 3 and 5 year returns are still down 15.5% and 19.7% respectively. Part of this turnaround story reflects shifting sentiment around specialty...

Amcor (AMCR) has quietly slipped about 3% over the past week and remains down roughly 12% this year, even as revenue and net income continue to grow. This sets up an interesting value debate. See our latest analysis for Amcor. At around $8.20, Amcor’s 1 year to date share price return of negative 12.3% and 1 year total shareholder return of negative 13.4% signal fading momentum, even as earnings growth nudges sentiment rather than transforms it. If you like the steady cash generation story...

Analyst Upgrade Tied to Insider Buying and Q3 Dividend Hold Arbor Realty Trust (ABR) just picked up an analyst upgrade after a wave of insider buying and a mixed Q3 update that still kept its quarterly dividend steady at 0.30 dollars per share. See our latest analysis for Arbor Realty Trust. The upgrade and insider buying come against a tougher backdrop, with the share price at 9.05 dollars and a steep year to date share price return of minus 34.33 percent. At the same time, the five year...

In early December 2025, Deutsche Bank downgraded 3M from “Buy” to “Hold,” reflecting more cautious expectations for the company’s medium-term growth and aligning its outlook more closely with industrial peers. This shift in analyst sentiment comes even as 3M reports progress on its turnaround plan, including margin expansion and restructuring efforts such as the recent healthcare spin-off into Solventum. Against this backdrop of a more cautious Deutsche Bank rating, we’ll now examine how...

Earlier this week, Microsoft said it will invest US$17.50 billion in India and more than C$7.50 billion in Canada to build out cloud and AI infrastructure, while also confirming future price increases for Microsoft 365 commercial products. By pairing record-scale data center spending in key growth markets with higher monetization of its core productivity suite, Microsoft is tightening the link between its AI expansion and the subscription revenues that fund it. We’ll now examine how this...

Equinix, Inc. recently announced that long-serving CFO Keith Taylor plans to retire in 2026 after 27 years, while the company was also named a Leader in the first IDC MarketScape: Worldwide Datacenter Services Sustainability 2025-2026 Vendor Assessment. This third‑party recognition highlights how Equinix’s early investments in renewable energy, green financing, and waste‑heat reuse are increasingly shaping its competitive positioning in datacenter services. We’ll now examine how this...

QuantumScape Corporation recently completed installation of key equipment for its higher-volume QSE-5 Eagle Line solid-state battery cell production in San Jose, and plans to shift its stock listing from the New York Stock Exchange to Nasdaq on December 23, 2025 while retaining the QS ticker. Together, the Eagle Line milestone and the upcoming Nasdaq move highlight QuantumScape’s push to transition from lab-scale innovation toward more scalable, technology-focused commercialization through...

In recent days, Manatuck Hill Partners cut its position in The RealReal by 350,000 shares and Chief Accounting Officer Steve Lo sold 62,355 shares, even as the value of Manatuck’s remaining stake rose to about US$13.6 million. Despite this steady pattern of insider selling, The RealReal’s latest Q3 results showed record growth in gross merchandise volume and revenue, stronger adjusted EBITDA, and higher free cash flow, supporting management’s more confident full-year outlook. We’ll now...

In recent days, Walker & Dunlop arranged a comprehensive financing package for Newark’s 22 Fulton Street and a US$285,000,000 bridge loan for Brooklyn’s Greenpoint Central, while its annual survey at Affordable Housing Finance Live pointed to strong expectations for increased affordable housing investment. Together, these transactions and survey findings highlight Walker & Dunlop’s growing role at the intersection of multifamily development, affordable housing policy, and institutional...

If you are wondering whether Freshpet is finally a bargain after its big slide, or if it is a value trap in disguise, this breakdown will help you assess whether the current share price makes sense. The stock has moved around lately, up about 2.7% over the last week and 15.3% over the past month, but it is still down roughly 55.8% year to date and 56.4% over the last year. This naturally raises questions about whether sentiment has swung too far. Recent headlines have focused on Freshpet's...

In recent weeks, IREN Limited completed a US$1.63 billion registered direct equity offering and a US$1.00 billion convertible senior notes issue, following a landmark five-year, US$9.70 billion AI data center capacity deal with Microsoft and new long-term contracts with other cloud customers. By pairing these large contract wins with substantial equity and convertible debt financing, IREN is reshaping its balance sheet and funding an ambitious shift from primarily Bitcoin mining toward...

If you are wondering whether PayPal is a beaten down tech name or a quiet value opportunity waiting to be noticed, you are in the right place to unpack what the current price is really offering. Despite a long term slide, with the share price down 74.0% over 5 years and 31.4% over the last year, recent moves have been a little less dramatic, with the stock roughly flat over 7 days and down 9.3% over the last month. Investors have been watching closely as PayPal pushes deeper into branded...

Dollar General reported third-quarter 2025 sales of US$10,649.45 million and net income of US$282.66 million, raised its full-year earnings and net sales guidance, and its board declared a quarterly cash dividend of US$0.59 per share payable on or before January 20, 2026. The earnings beat was underpinned by higher customer traffic, margin improvement, and progress on store expansion and remodels, reinforcing Dollar General’s emphasis on operational efficiency and value-focused...

DraftKings recently reported record online sports betting revenue of US$89.1 million in New York for November and confirmed a multi-year deal making it ESPN’s official sportsbook and odds provider. These developments underline how access to a high-value market like New York, combined with ESPN’s media reach, could reshape DraftKings’ competitive position and operating scale. Against this backdrop, we’ll examine how the ESPN partnership might influence DraftKings’ investment narrative built...

Wondering if Aurora Innovation at around $4.50 is a bargain or a bubble? You are not alone, and it is exactly the kind of stock where valuation really matters. The share price has slid about 0.2% over the last week and is still down 26.2% year to date, but the longer term 3 year gain of 265.9% shows how quickly sentiment can flip in either direction. Recently, investor attention has been driven more by the broader self driving and AI narrative than by company specific catalysts, with capital...

Ralph Lauren (RL) has quietly put together a strong run, with the stock climbing about 7% over the past month and roughly 54% year to date, supported by steady revenue and earnings growth. See our latest analysis for Ralph Lauren. At around $357.70 per share, Ralph Lauren’s year to date share price return of over 54% and 1 year total shareholder return above 60% signal momentum that investors increasingly view as backed by improving fundamentals rather than a temporary fashion cycle. If this...

If you are wondering whether Comerica is still a smart buy after its big run, or if the easier gains have already been made, you are not alone. This is exactly the kind of stock where valuation really matters. Comerica's share price has climbed strongly, up 6.1% over the last week, 11.4% over the last month, and 43.5% year to date. That adds to gains of 38.4% over 1 year, 57.4% over 3 years, and 107.7% over 5 years. That kind of performance has been supported by a steadier backdrop for US...

Earlier this week, e& UAE announced it had chosen Amdocs’ amAIz generative AI platform, built on NVIDIA AI Enterprise tools, to embed GenAI across its customer care, retail, and network operations. This rollout highlights how Amdocs is moving beyond traditional BSS/OSS into AI-driven telecom services, positioning its platform as core infrastructure for operators’ next wave of efficiency and service innovation. We’ll now examine how embedding Amdocs’ amAIz platform at e& UAE could reinforce...

Tower Semiconductor has recently presented at Barclays’ 23rd Annual Global Technology Conference in San Francisco and participated in Nomura’s CES Technology Conference in Las Vegas, offering investors one-on-one access to management while highlighting its focus on high-value analog solutions. These appearances coincided with growing institutional interest and fund outperformance tied to Tower’s capacity expansion in Silicon Photonics and Silicon Germanium for data center and AI...

In early December 2025, Symbotic Inc. completed a US$550 million follow-on equity offering at US$55 per share, issuing 10,000,000 Class A shares at a per-share discount of US$1.7875, alongside a broader shelf registration covering common stock, preferred stock, and debt securities. The combined sale of new shares by Symbotic and secondary shares by major holder SoftBank’s SVF Sponsor III sharpened investor focus on dilution, ownership shifts, and execution risk just as analysts were already...