U.S. Software Stock News

Celldex Therapeutics (CLDX) just kicked off a global Phase 3 trial for barzolvolimab in cold urticaria and symptomatic dermographism, building directly on strong Phase 2 data in patients who failed standard antihistamines. See our latest analysis for Celldex Therapeutics. The Phase 3 launch comes as Celldex’s momentum picks up, with a 30 day share price return of about 30 percent and a solid 1 year total shareholder return, even though the 3 year total shareholder return is still negative. If...

First Commonwealth Financial (FCF) just wrapped up a $25 million share repurchase and secured board approval for a fresh buyback plan, a clear signal of management confidence in the bank’s long term outlook. See our latest analysis for First Commonwealth Financial. That confidence has started to show up in the trading pattern too, with a roughly 5% 1 month share price return helping offset a softer 90 day patch, even as the 1 year total shareholder return remains negative but the 5 year total...

Barclays’ fresh coverage of Teladoc Health (TDOC) has put the virtual care pioneer back on investors’ radar, inviting a closer look at whether the beaten down stock still offers meaningful upside. See our latest analysis for Teladoc Health. Despite Teladoc Health’s latest share price of $7.56 and a soft 90 day share price return of minus 3.08 percent, longer term total shareholder returns remain deeply negative. A five year total shareholder return of minus 96.12 percent highlights how...

New York-based Newtyn Management recently built a new position in Array Digital Infrastructure, purchasing 1.35 million shares worth an estimated US$67.5 million and making it the fund’s fourth-largest holding. This move follows Array’s shift from a wireless operator to a pure-play tower company, where a new long-term master lease with T-Mobile has already driven an 83% year-over-year surge in third-quarter operating revenue. We’ll now examine how Newtyn’s sizeable commitment, tied to...

Virtu Financial (VIRT) just helped complete a second wave of onchain U.S. Treasury financing on the Canton Network, a fresh datapoint for investors watching how fast institutional digital market plumbing is evolving. See our latest analysis for Virtu Financial. The latest onchain Treasury milestone comes as Virtu’s share price sits at $35.23, with recent weakness in the 90 day share price return but a solid three year total shareholder return of 83.79 percent suggesting longer term momentum...

Enterprise Financial Services Corp's ( NASDAQ:EFSC ) dividend will be increasing from last year's payment of the same...

Key Insights Significant insider control over RLX Technology implies vested interests in company growth A total of 4...

Commercial Metals, recently upgraded by J.P. Morgan, has investors taking a fresh look at the stock as stronger rebar pricing and expected sector synergies begin to filter into expectations and trading behavior. See our latest analysis for Commercial Metals. The upgrade appears to have reinforced an upswing that was already underway, with Commercial Metals’ 30 day share price return of 13.6 percent feeding into a robust year to date gain of 35.8 percent. Its five year total shareholder return...

In early December 2025, Micron Technology announced it will exit its Crucial consumer memory business by February 2026, continuing warranty support while concentrating sales on Micron-branded enterprise products for commercial customers worldwide. This move marks a major shift in Micron’s portfolio, reallocating capacity and capital toward advanced, AI-focused memory solutions such as high-bandwidth memory for data centers. We’ll now examine how Micron’s exit from consumer memory to...

On 4 December 2025, BioLife Solutions’ CFO and 10% owner Troy Wichterman sold 30,000 shares at an average US$25.72, raising about US$771,600 and leaving him with 152,769 shares. The sale comes shortly after BioLife reported Q3 2025 results that beat revenue and EPS forecasts and highlighted strong cell processing momentum and expansion investments. Next, we’ll assess how this insider selling, alongside stronger cell processing performance, may shape BioLife Solutions’ existing investment...

PBF Energy (PBF) has pulled back roughly 13% over the past month after a solid run earlier this year, and that slide is catching the attention of value oriented investors in the refining space. See our latest analysis for PBF Energy. Zooming out, that 1 month share price pullback sits against a still solid backdrop, with a roughly 19% year to date share price return and a powerful 5 year total shareholder return that suggests long term momentum has not completely faded. If volatility in...

Boston Scientific (BSX) has quietly pulled back, with shares down about 4% over the past week and roughly 13% over the past 3 months. This may offer investors a fresh entry point. See our latest analysis for Boston Scientific. Zooming out, the recent slide sits against a steadier backdrop, with the share price still modestly positive year to date and long term total shareholder returns near doubling over three years. This suggests momentum is cooling rather than collapsing. If Boston...

Sphere Entertainment (SPHR) just pushed to a record high after its third quarter earnings, even though revenue slightly trailed forecasts and earnings per share fell short, thanks to stronger than expected adjusted operating income. See our latest analysis for Sphere Entertainment. The latest move caps a powerful run, with the share price delivering a roughly 54% 90 day return and a 1 year total shareholder return of about 128%, signaling strong positive momentum as investors re rate Sphere...

In its recently reported 2Q26 results, Doximity beat revenue and EPS estimates with about 23% year-over-year growth, while maintaining near-60% adjusted EBITDA margins and free cash flow margins above 40% on a cash-rich, low-debt balance sheet. The quarter underscored how rapidly clinicians are adopting Doximity’s AI-enabled workflow tools, which are becoming an increasingly central part of their daily practice. Next, we’ll examine how the accelerating adoption of AI-powered workflow tools...

AECOM ( NYSE:ACM ) has announced that it will be increasing its dividend from last year's comparable payment on the...

Ascendis Pharma (NasdaqGS:ASND) just told investors the FDA has tagged its latest TransCon CNP filing as a major amendment, pushing the decision deadline to February 28, 2026, and subtly reshaping expectations for potential approval. See our latest analysis for Ascendis Pharma. The update lands after a strong run, with Ascendis Pharma’s year to date share price return of around 50% and 1 year total shareholder return of about 56%. This suggests momentum is still building as investors reassess...

In recent weeks, CRISPR Therapeutics has drawn fresh attention as it advances its CRISPR-based gene-editing pipeline, including early clinical work on CTX310 for lowering LDL cholesterol and triglycerides and ongoing commercialization of its approved therapy Casgevy for blood disorders. What stands out is how early progress with CTX310, alongside revised earnings expectations and sustained institutional interest, is beginning to reshape perceptions of CRISPR Therapeutics’ long-term role in...

Berkshire Hathaway (BRK.A) has quietly slipped about 1% over the past day and 2% this week, a small move that still invites a closer look at how the long term picture stacks up. See our latest analysis for Berkshire Hathaway. That dip sits against a share price that is still up solidly year to date, while a strong multi year total shareholder return suggests long term holders have been well rewarded even as near term momentum cools. If this kind of steady compounder appeals to you, it could...

Upbound Group, Inc. recently confirmed that its Board of Directors approved a first-quarter 2026 quarterly cash dividend of US$0.39 per share, payable on January 6, 2026, to shareholders of record on December 17, 2025. This continued dividend commitment, alongside the earlier refinancing of the company’s term loan to enhance liquidity and extend its maturity, signals a focus on maintaining financial flexibility while returning cash to shareholders. We’ll now explore how the refreshed term...

Otis Worldwide’s Korean unit recently received Elevator World’s Project of the Year award for its work on Incheon International Airport’s Terminal 2 expansion, which included installing 172 elevators, escalators, and Asia’s longest continuous moving walks using a synchronized dual‑motor system. This recognition underscores Otis’s capability to deliver complex, high-throughput mobility systems for major infrastructure hubs, reinforcing its position as a preferred partner for advanced airport...

Kinder Morgan recently issued preliminary guidance for 2025 and 2026, projecting Net income attributable to the company of about US$2.90 billion and US$3.10 billion respectively, alongside an annualized 2026 dividend of US$1.19 per share that would mark its ninth consecutive yearly increase. The company’s outlook leans heavily on growing contracted LNG feedgas volumes and natural gas pipeline expansions, which together underpin fee-based earnings expectations and support its capacity to keep...

IMAX (IMAX) has been getting fresh attention after its investor day, where management laid out growth targets above what many on Wall Street were expecting, along with an expanded China partnership with Wanda Film. See our latest analysis for IMAX. The upbeat investor day and fresh content partnerships seem to be feeding into a clear trend, with an 11.66% 1 month share price return and a 163.52% 5 year total shareholder return suggesting momentum is still building rather than fading. If...

In late November and early December 2025, BeOne Medicines reported positive Phase 1/2 data for its investigational BCL2 inhibitor sonrotoclax in relapsed or refractory mantle cell lymphoma and chronic lymphocytic leukemia, alongside U.S. FDA Priority Review, Breakthrough Therapy, Fast Track and multiple Orphan Drug designations, plus participation in Project Orbis. The new data, including an overall response rate of 52.4% in heavily pretreated mantle cell lymphoma and rapid, sustained...

In early December 2025, BofA Securities downgraded PROCEPT BioRobotics from Buy to Neutral, citing slower utilization growth and decelerating system sales for its Aquablation technology amid tighter hospital capital budgets. The report still emphasized PROCEPT’s sizable market opportunity and financial flexibility, highlighting a tension between near-term growth concerns and longer-term adoption potential for Aquablation in benign prostatic hyperplasia. We’ll now examine how this slowdown in...