U.S. Software Stock News

In early August 2026, Rockwell Automation announced it had integrated its Plex Quality Management System with FactoryTalk Analytics VisionAI, extending AI-driven visual inspection and workflow capabilities across existing camera systems to enhance anomaly detection, traceability and inspection history. This AI-focused update, together with new embedded agents in Plex Connected Worker and Reporting and Analytics, highlights Rockwell’s push to embed artificial intelligence more deeply into...

Globe Life (GL) is back in focus after Q2 2026 results highlighted weaker sales trends and underwriting setbacks, even as the company increased its share repurchase authorization and affirmed its quarterly dividend. See our latest analysis for Globe Life. At a share price of $181.0, Globe Life has seen its short term share price momentum soften, with a 7 day share price return of 1.55% and a 30 day share price return of a 0.28% decline. In contrast, a 90 day share price return of 16.74% and 1...

Earlier this month, ICON Investments Six Designated Activity Company priced US$2.15 billion of senior unsecured notes maturing between 2029 and 2036, with guarantees from ICON, to refinance its bridge facility, senior secured term loans and 5.809% senior secured notes due 2027. This refinancing is set to release collateral and subsidiary guarantees tied to ICON's existing debt, effectively shifting the group toward a fully unsecured capital structure. With ICON reshaping its balance sheet...

Viatris (VTRS) is back in focus after raising its 2026 earnings guidance alongside second quarter results that showed higher sales and revenue year on year, as well as a return to net profitability for the first half. See our latest analysis for Viatris. At a share price of US$16.23, Viatris has seen some short term softness with a 1 month share price return of 2.7% and a 3 month share price return of 1.5%. At the same time, the year to date share price return of 30.26% sits alongside a 1...

Impinj (PI) has just registered a golden cross, with its 50 day moving average crossing above the 200 day level. This technical shift, together with higher earnings estimates, has drawn fresh attention to the stock. See our latest analysis for Impinj. Over the past month Impinj has posted a 19.47% 1 month share price return and a 24.46% 3 month share price return, yet the share price is still fractionally down year to date while the 1 year total shareholder return sits at 6.73% and the 3 year...

First Advantage (FA) has drawn investor attention after reporting second quarter 2026 sales of US$448.76 million and net income of US$16.91 million, along with higher full year revenue guidance supported by broad-based customer demand. See our latest analysis for First Advantage. At a share price of US$21.58, First Advantage has had a 90 day share price return of 45.12% and a year to date share price return of 51.44%. The 1 year total shareholder return of 30.95% points to momentum that has...

In August 2026, AppFolio, Inc. announced it had named Amazon Web Services as its preferred cloud provider, running its AI-native AppFolio Performance Platform and Realm suite of AI capabilities on AWS infrastructure to support reliability, security, and innovation for nearly 23,000 customers. An important angle is AppFolio’s early adoption of AWS tools like Express Brokers for Amazon MSK and Amazon Bedrock, which tightly integrates AI messaging, governance, and model flexibility into its...

TKO Group Holdings (TKO) drew fresh attention after releasing second quarter 2026 results, raising full year revenue guidance, and updating investors on progress with its multi year share repurchase program. See our latest analysis for TKO Group Holdings. The share price reaction has been positive in the short term, with a 7 day share price return of 7.89% and a 30 day gain of 8.39%, while the year to date share price return is still down 2.74%. Over longer horizons, total shareholder return...

GeneDx Holdings (WGS) has caught investor attention after launching a new online pathway for exome testing that lets U.S. families start clinician-guided genetic tests for children with developmental delay, intellectual disability, or epilepsy directly from GeneDx.com. See our latest analysis for GeneDx Holdings. The launch of GeneDx Holdings’ online exome pathway comes at a time when the stock has shown strong recent momentum, with a 30 day share price return of 18.05% and a 90 day share...

News (NWSA) drew investor attention after releasing fourth quarter and full year 2026 results, while also affirming an estimated ordinary cash dividend, giving shareholders fresh information on both earnings and income potential. See our latest analysis for News. At a share price of $29.16, News has seen recent momentum build, with a 90 day share price return of 12.5%, even though the 1 year total shareholder return is slightly lower at 0.3%. If this earnings and dividend update has you...

Freshpet, Inc. reported its second-quarter 2026 results in early August, with sales of US$305.59 million and net income of US$19.49 million, alongside higher earnings per share versus the prior year period. Management paired these results with a higher 2026 net sales growth outlook and confirmed expectations for 2027 sales to outpace overall category expansion, underlining confidence in its growth trajectory. We’ll now examine how Freshpet’s raised 2026 net sales growth guidance reshapes the...

CME Group recently unveiled a wave of product initiatives, including index-based Hockey futures using NHL statistics, Compute futures tied to GPU rental costs with Silicon Data, expanded 24/7 trading for 100-Ounce Silver futures, and new E-nano equity index contracts for finer-grain exposure. Together, these launches highlight CME Group’s push beyond traditional futures into AI infrastructure pricing, sports performance indexes, and retail-friendly metals and equity products, reinforcing its...

Public Service Enterprise Group Incorporated has reported past second-quarter 2026 results, with sales of US$2,554 million and net income of US$334 million, down from US$2,805 million and US$585 million, respectively, a year earlier. While second-quarter profit metrics weakened year on year, the first half of 2026 still showed higher sales of US$6,402 million versus US$6,027 million, highlighting pressure on earnings despite growing revenue. With earnings per share from continuing operations...

Pegasystems’ FedRAMP Expansion And Why It Matters For The Stock Pegasystems (PEGA) has expanded the FedRAMP Class D Certified capabilities of Pega Cloud for Government, a move that ties more of its AI workflow and decisioning tools to sensitive federal workloads. This certification step gives federal agencies more options to use Pegasystems software for mission critical processes under established security standards, which is important context as you assess where the stock fits in a...

With inflation gauges cooling and growth data looking shaky, investors are being pulled between fear of weaker earnings and the hope that the Fed stays on hold. That tug of war has pushed steady dividend payers back into focus for anyone who wants income and fewer surprises. This article looks at 3 US dividend-focused defensive stocks exposed to the latest data, and why each one might deserve a closer look now. The stocks covered below are just a starting sample, and the full screen surfaced...

Inhibrx Biosciences, Inc. reported second-quarter 2026 results, with net loss widening to US$36.65 million and basic loss per share from continuing operations at US$2.34, while first-half losses were broadly similar to the prior year. Alongside these figures, the company highlighted FDA acceptance of its biologics license application for ozekibart in conventional chondrosarcoma, setting a PDUFA goal date of April 14, 2027, and pointed to upcoming Phase 2 data for INBRX-106 in head and neck...

MKS stock has surged over the last few years, yet current checks suggest investors are now paying a premium to its intrinsic value estimate and to standard earnings based multiples. After the recent jump on AI related packaging demand, the key issue is whether that premium leaves enough room for error at today’s valuation. MKS has returned 245.9% over the past 3 years, which puts extra focus on whether the current price still lines up with underlying cash flow potential. AI driven demand in...

International Seaways has delivered a very large 5 year return, yet its valuation picture is more measured, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount while standard multiples look closer to fair. International Seaways has returned about 9x over the past 5 years, which puts extra focus on whether the current price still leaves room for further upside. Future cash flow generation from its fleet and capital allocation decisions can support the...

Simpson Manufacturing stock has delivered a strong 79.4% return over the past 5 years, yet current checks suggest the shares now sit close to their intrinsic value rather than offering a clear bargain. The Discounted Cash Flow (DCF) intrinsic value estimate aligns with this picture of a stock that looks roughly fairly priced at around US$193.78. Over 5 years, Simpson Manufacturing has returned 79.4%, which points to a solid outcome for long-term shareholders, even if the valuation now looks...

In early August 2026, Exelixis reported past second-quarter results showing revenue of US$628.69 million and net income of US$212.05 million, while slightly trimming its full-year 2026 revenue outlook to US$2.50 billion–US$2.55 billion and filing a US$112 million employee stock plan-related shelf registration. Alongside these financial updates, Exelixis highlighted continued progress of its oncology pipeline, including zanzalintinib as a potential second franchise, reinforcing its effort to...

Vaxcyte, Inc. recently reported second-quarter 2026 results showing a wider net loss of US$284.3 million and higher basic loss per share, while also updating investors on the progress of its vaccine pipeline. Alongside the larger first-half loss of US$604.92 million, management highlighted full enrollment of three pivotal VAX-31 adult Phase 3 trials and early-stage progress for VAX-A1 against Group A Streptococcus, underscoring the company’s heavy investment in late- and early-stage vaccine...

Perrigo Company plc recently reported its second-quarter 2026 results, with sales of US$1,022.8 million and net income of US$74.5 million, and reaffirmed full-year 2026 guidance calling for an All In net sales decline of between 5.5% and 1.5%. The quarter marked a shift from a net loss a year earlier to positive earnings per share, even as both quarterly and year-to-date sales fell compared with 2025 and the company remained loss-making over the first half. We’ll now examine how Perrigo’s...

In the past quarter, Reinsurance Group of America, Incorporated reported higher second-quarter 2026 revenue of US$6.64 billion and net income of US$462 million, alongside stronger earnings per share versus a year earlier. The company also raised its regular quarterly dividend to US$0.98 and completed nearly US$100 million of share repurchases under its 2026 buyback program, highlighting an increased focus on shareholder returns. Beyond the headline earnings jump, the combination of higher...

Kennametal Inc. recently reported its fourth-quarter and full-year results for the period ended June 30, 2026, with quarterly sales rising to US$736.61 million and net income reaching US$226.98 million, while full-year sales climbed to US$2.36 billion and net income to US$342.39 million. At the same time, management issued fiscal 2027 sales guidance of US$3.33 billion to US$3.45 billion, underlining confidence in demand across aerospace, defense, energy, and AI data center end-markets and...