U.S. Software Stock News

United Natural Foods reshapes retail footprint with Cub store sale United Natural Foods (UNFI) is selling three Cub grocery stores in the Twin Cities to Jerry's Enterprises, its largest Cub franchisee. The deal continues the company’s move away from direct retail exposure. See our latest analysis for United Natural Foods. The Cub store sale lands as United Natural Foods shares trade at US$48.58, with a 1-day share price return of 1.42% and year to date share price return of 45.36%. The 1-year...

Bread Financial Holdings (BFH) has declared a cash dividend of $0.23 per share, with an ex-dividend date set for August 31, 2026. This payout provides investors with updated information on the stock’s income profile. See our latest analysis for Bread Financial Holdings. The recent dividend update comes as Bread Financial Holdings trades at $111.63, with a 30 day share price return of 13.34% and a year to date share price return of 48.25%, alongside a 1 year total shareholder return of 83.32%...

Texas Pacific Land (TPL) is back in focus after reporting record quarterly revenue and net income, supported by high oil and gas royalty production, strong produced water volumes, new land acquisitions and a commissioned desalination facility. See our latest analysis for Texas Pacific Land. Despite the strong earnings and new projects, Texas Pacific Land’s share price has been under pressure recently, with a 30 day share price return of down 16.6% and a 90 day return of down 9.9%, while the...

Kodiak Gas Services (KGS) drew fresh attention after reporting second quarter earnings, with higher year over year sales, revenue and net income, alongside a reaffirmed quarterly cash dividend of $0.49 per share for investors. See our latest analysis for Kodiak Gas Services. The second quarter update appears to have reset expectations around Kodiak Gas Services, with the share price up 9.73% over the past week after a period when the 30 day and 90 day share price returns declined 9.70% and...

In August 2026, Trevi Therapeutics, Inc. reported second quarter and first half results showing higher net losses year-on-year, alongside a wider basic loss per share from continuing operations. On the same day, the company filed a US$149.2 million shelf registration for 8,000,000 common shares, including an ESOP related component, signaling potential future capital raising and employee ownership initiatives. We will now examine how Trevi's wider quarterly loss and new US$149.2 million shelf...

Energy driven inflation is back in focus as traders watch commodity prices and current account shifts. That puts cash generation under the spotlight. Companies that turn revenue into resilient cash flows, yet still trade below their estimated fair value, can attract patient buyers who like a margin of safety. This article walks through three stocks from the Undervalued Stocks Based On Cash Flows screener that fit that profile today. The three stocks that follow are just a sample, and the full...

Champion Homes stock has delivered a strong 63.4% return over the past five years. Current checks suggest it no longer looks obviously cheap, with market multiples screening as rich, while a Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is roughly in line with fair value. Recent buybacks and acquisition activity add another layer for investors who are trying to judge whether the current price still offers an appealing entry point. Over five years, Champion Homes...

BlackSky Technology (BKSY) recently secured an international seven-figure, multi-year contract for its Assured and On-Demand satellite imagery and AI analytics subscriptions, giving investors fresh context for assessing the stock’s risk and opportunity profile. See our latest analysis for BlackSky Technology. Against this contract win and the recent second quarter earnings update on 6 August 2026, BlackSky Technology’s share price shows mixed momentum, with a 20.72% 30 day share price return...

Q4 earnings beat and updated guidance move Applied Industrial Technologies stock Applied Industrial Technologies (AIT) is back in focus after reporting record fourth quarter and full year fiscal 2026 results that exceeded analyst expectations, paired with new fiscal 2027 guidance and higher longer term financial targets. The company reported fourth quarter sales of US$1,352.69 million and net income of US$118.6 million, compared with US$1,224.73 million and US$107.84 million a year earlier...

Geopolitics around Iran, record highs in the S&P 500 and Nasdaq, and surprisingly contained oil prices have created an unusual mix of risk and relief for large-cap developed-market stocks. Stable energy costs can help protect margins and cash flows, so investors who ignore this backdrop risk missing important shifts in market leadership. This article unpacks that story and highlights 3 stocks from our screener that appear positively exposed to the latest news. The three stocks highlighted...

Northern Trust (NTRS) stock is in focus after the company expanded its relationship with First Sentier Group by being appointed fund administrator for the First Sentier Investors Global Growth Funds in Singapore. See our latest analysis for Northern Trust. Northern Trust's latest client wins and product launches come as the stock trades at US$190.48, with the share price return up 16.25% over 90 days and 36.76% year to date. The 1 year total shareholder return sits at 54.58% and the 3 year...

Darden Restaurants stock has delivered a strong 92.6% return over the past five years. At a last close of US$223.50, the valuation checks now point to a share price that looks roughly in line with its Discounted Cash Flow (DCF) based intrinsic value and standard earnings multiples, rather than clearly cheap or clearly expensive. Over five years, a 92.6% total return suggests the market has already priced in a meaningful improvement in Darden Restaurants' business profile and cash...

Genuine Parts Company recently announced that its Board of Directors declared a regular quarterly cash dividend of US$1.0625 per share on its common stock, payable on October 2, 2026 to shareholders of record as of September 4, 2026. Alongside this dividend, a recent “golden cross” in its share price and upgraded earnings estimates have strengthened investor focus on Genuine Parts’ operational improvements and cost-saving efforts. We’ll now examine how the golden cross and dividend...

Cooling US inflation data, record US indices and softer bond yields have suddenly put growth back in the spotlight, while lower oil prices take a little pressure off costs and rate worries. That mix can reward investors who are already positioned and leave everyone else scrambling to catch up. This article walks through three stocks from a high growth screener that appear especially exposed to this latest shift in market mood. The three stocks below are only a starting sample from this theme...

Tenable Holdings recently launched the CyberAgents Exchange, an open-source, cybersecurity-native registry for AI agents and playbooks, and expanded Tenable One’s AI security coverage across major large language models and Model Context Protocol deployments. By creating a vendor-agnostic AI security community with founding members SentinelOne and Recorded Future and deepening AI risk visibility in Tenable One, the company is positioning itself at the center of how enterprises collaborate on...

LyondellBasell Industries (NYSE:LYB) has drawn fresh attention after reporting second quarter 2026 results, with sales of US$9,177 million and net income of US$558 million, both higher than the prior year period. See our latest analysis for LyondellBasell Industries. LyondellBasell Industries’ recent earnings release has come after a volatile spell, with the share price at US$62.40 and a year to date share price return of 40.57% but a 3 year total shareholder return that is down 21.48%. This...

The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures are edging higher this morning, with E-mini S&P 500 contracts up about 0.1% to 0.3%, as investors weigh fresh inflation signals against government finances. July producer prices are expected to rise 0.2%, with core PPI up 0.3%. That points to business costs that are still rising and can feed into consumer prices and borrowing costs. At the same time, the US budget deficit widened to $432b in July, as spending on...

Credo Technology Group Holding (CRDO) is back in focus after showcasing its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, drawing industry attention through two Best of Show award nominations. See our latest analysis for Credo Technology Group Holding. For investors tracking Credo Technology Group Holding, the FMS 2026 product news comes alongside strong momentum, with the share price at US$265.99 and a 90 day share price return of...

In August 2026, DuPont de Nemours’ Direct Lithium Extraction team was honored by the Business Intelligence Group’s Sustainability Awards for advancing a portfolio of more than 20 technologies that support scalable lithium production. This recognition highlights DuPont’s growing role in enabling low-carbon supply chains, as its lithium solutions aim to improve efficiency and resource use across global battery materials production. We’ll now examine how this sustainability award for DuPont’s...

SkyWest Stock Moves After Recent Performance Shift SkyWest (SKYW) has caught investor attention following a recent share price move, with the stock closing at US$108.36. That shift sits against a mixed return profile across the past week, month and past 3 months. See our latest analysis for SkyWest. The latest move in SkyWest’s share price sits within a wider pattern where the 30-day share price return of 11.49% and 90-day share price return of 33.37% contrast with a 1-year total shareholder...

Earlier this month, Flywire Corporation reported second-quarter 2026 results showing US$167.74 million in sales and a reduced quarterly net loss of US$8.15 million, while also completing a buyback of 12,017,714 shares for US$177.09 million under its August 2024 repurchase plan. A few days later, Flywire announced an expanded open banking payments partnership with Trustly in the U.S. and Canada, highlighting its ability to handle complex cross-border compliance and positioning its platform...

Arista Networks has delivered very strong share price gains over the past few years, yet its valuation checks now suggest the stock no longer looks obviously cheap, even though the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is roughly in line with the market. Arista Networks has returned roughly 7.9x over the past 5 years, which puts extra focus on whether today’s price still reflects a reasonable risk and reward trade off. Expectations around AI driven...

With the Federal Reserve sending mixed signals on the next rate move and cash once again feeling like a meaningful asset class, short-duration U.S. fixed-income and cash management stocks are back in focus. This mix of rate uncertainty and steady CPI data has created a window that some investors will not want to miss. This article walks through 3 stocks exposed to the latest Fed and inflation news. The stocks covered below are just a starting sample, and the full screen surfaced 8 more U.S...

In the second quarter of 2026, Genworth Financial reported net income of US$47 million, slightly lower than the US$51 million it earned a year earlier, while earnings per share were broadly stable and the company continued a sizable share repurchase program. Beneath the headline figures, Enact mortgage insurance delivered strong adjusted operating income and Genworth raised its 2026 buyback guidance, highlighting how capital from its approximately 81% Enact stake is being recycled into...