U.S. Software Stock News

Becton Dickinson stock has fallen around 18% over the past three years, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach currently points to meaningful upside relative to the market price, leaving investors to weigh that signal against a more mixed overall valuation score. The share price decline of about 18% over three years raises the question of whether the recent weakness has already accounted for the key risks, or if it reflects deeper concerns about long...

Orchid Island Capital’s latest dividend and buyback decision Orchid Island Capital (ORC) recently affirmed its monthly cash dividend and expanded its stock repurchase authorization, moves that put income and capital return firmly in focus for investors watching this mortgage REIT. See our latest analysis for Orchid Island Capital. At a share price of $6.99, Orchid Island Capital has seen a 1-day share price return of 1.01% and a 7-day share price return of 2.49%, while the year to date share...

AMD (NasdaqGS:AMD) reports that its data center segment now accounts for more than half of company sales. The company highlights strong traction for its AI focused HELIOS platform in key data center workloads. AMD discloses major AI GPU supply agreements with customers including OpenAI and Meta. Alan Smith is appointed Corporate Fellow in recognition of technical leadership in AI computing. AMD is emphasizing the AI data center opportunity, and that shift is starting to reshape its business...

The Simply Good Foods Company recently reported that third-quarter fiscal 2026 sales fell to US$356.98 million from US$380.96 million a year earlier, with the business moving from a US$41.10 million net profit to a US$51.97 million net loss and posting losses for the first nine months as well. Alongside these weaker results, management cut net sales guidance for both the fourth quarter and full fiscal 2026, even as it completed a multi-year buyback that retired 16.11% of shares for US$344.93...

In recent days, McKesson has come under pressure as investors reassessed drug distributors’ exposure to GLP-1 cash-pay trends and upcoming specialty drug loss-of-exclusivity events, raising questions about potential pressure on distribution and specialty pharmacy margins. Despite these concerns, many investors still view McKesson as a leading healthcare distributor with resilient customer relationships and services that could support more defensive, recurring revenue streams. Next, we’ll...

The Eli Lilly move on AtaiBeckley has pushed psychedelics and mental health treatments back into the spotlight, and it is giving investors fresh reasons to reassess which stocks are most exposed to this news. With a multi billion dollar cash deal, a premium offer, and a late stage DMT program now under a big pharma umbrella, attention is turning to other companies tied to similar themes. This article breaks down three stocks from our mental health and psychedelic treatments screener that...

AI is reshaping how data centers are built and powered, and chip designers like Advanced Micro Devices (AMD) sit right at the heart of that shift. With AMD’s data center revenue now more than half of its sales and management targeting strong multi year growth, investors are looking again at the broader ecosystem that feeds into AI heavy server farms. This article highlights 3 stocks from an AI driven data center expansion screener that appear positively exposed to the same forces influencing...

Keysight Technologies (KEYS) has been tapped by the European Space Agency to lead a three year program exploring secure, blockchain enabled anomaly detection for 5G non terrestrial networks, in partnership with satellite operator Sateliot. See our latest analysis for Keysight Technologies. The recent ESA contract and new AI and cybersecurity product launches come after a period where the stock has cooled in the short term, with the 30 day share price return down 10.71%. However, the 1 year...

Intel stock has swung sharply over the past year, with a very large 1 year gain sitting next to a weak overall value score, so the question is whether recent enthusiasm has already used up most of the easy upside. Over the past 12 months, Intel has returned about 3.3x, which puts more emphasis on whether the current price still lines up with the fundamentals. On the positive side, news around AI focused chip manufacturing and price increases may support expectations for stronger earnings...

Hims & Hers Health (HIMS) is drawing attention after law firms began investigating allegations that the company shared sensitive user health data with third parties without proper consent, raising questions about privacy practices and regulatory risk. See our latest analysis for Hims & Hers Health. Set against a 1 day share price decline of about 9.4% and a 7 day share price return that is also lower, Hims & Hers Health still shows positive momentum over 30 and 90 days. However, the 1 year...

Sensient Technologies (SXT) has drawn fresh attention after recent share price moves, with the stock down about 2% over the past day and around 8% over the past month. See our latest analysis for Sensient Technologies. Looking past the recent pullback, Sensient Technologies shows a mixed picture, with short term share price momentum fading but longer term performance still supported by a 90 day share price return of 10.51% and a 3 year total shareholder return of 70.03%. If Sensient...

In recent days, coverage of CNO Financial Group has highlighted its support from solid life and health insurance premiums, rising fee-based income, favorable industry conditions, and continued technology investments. Analysts’ earnings forecasts and the company’s adoption of artificial intelligence across operations have drawn fresh attention to how CNO may enhance efficiency and support its growth ambitions. We will now examine how CNO’s increased use of artificial intelligence to improve...

Terreno Realty Corporation recently announced it executed an early lease renewal for a 34,000-square-foot industrial property in Jamaica, Queens, New York, with a logistics and transportation services provider, securing occupancy from November 1, 2027 through October 2029. This early renewal extends income visibility on a key last-mile logistics asset in a dense New York distribution corridor, potentially reinforcing the durability of Terreno Realty’s rental stream. With this long-term...

ExxonMobil Holdings has delivered a strong 207.1% return over the past 5 years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the stock trading at a discount. This sets up a clear tension between a strong run and what the models suggest it may be worth. A 207.1% total return over 5 years signals that ExxonMobil stock has already rewarded long term holders. Any fresh upside case now has to rest on what is left in the...

AECOM has secured several major infrastructure roles in Australia, Canada, and the UK. The company will act as Independent Certifier for The Wave rail project in Queensland. It has been appointed lead designer for the Alexandra Bridge replacement in Ottawa. AECOM is also the exclusive design partner for an upgrade to Thames Water’s Oxford treatment facility. AECOM (NYSE:ACM) is taking on new responsibilities across rail, bridge, and water infrastructure at a time when its stock is trading...

Bank of America raised its full year profitability targets after reporting Q2 results. The bank posted 34% EPS growth and record performance across several business segments. Investment banking fees rose 50% and sales and trading revenue increased 33% in Q2. Management highlighted broad based operating leverage across every major segment. Bank of America, NYSE:BAC, is drawing attention after lifting its profitability goals following a strong Q2 showing. The stock trades at $61.49, with...

Dow Inc. recently saw analysts revise their consensus earnings forecast lower for the June 2026 quarter, even as expectations still point to higher revenue and earnings compared with the same period a year earlier. This combination of anticipated year-over-year improvement and a more cautious earnings outlook highlights growing uncertainty around how much operational progress will actually show up in Dow’s upcoming results. We’ll now explore how this more cautious analyst stance ahead of...

Chipotle Mexican Grill has launched a $1 million burrito giveaway tied to the international soccer tournament final and, in partnership with Alsea, recently opened its first restaurant in Mexico in San Pedro Garza García as the initial step in a broader expansion across the country. These moves spotlight how Chipotle is using sports-linked promotions and a carefully phased entry into Mexico to broaden its brand reach and test new growth avenues. We’ll now examine how Chipotle’s Mexico debut,...

First Interstate BancSystem (FIBK) is in the spotlight after appointing Matthew Ritter and Kevin Turner to its expanded board and terminating Executive Vice President and General Counsel Kirk D. Jensen without cause, prompting fresh attention on governance and leadership. See our latest analysis for First Interstate BancSystem. The governance changes at First Interstate BancSystem come as the stock trades at $40.22, with a 30 day share price return of 10.13% and year to date share price...

Nutanix (NTNX) is back in focus after GigaIO’s Gryf and Manticore systems were verified for the Nutanix Kubernetes Platform and Nutanix Enterprise AI, extending the company’s cloud platform into portable edge AI deployments. See our latest analysis for Nutanix. Nutanix’s latest edge AI partnership lands as momentum in the stock is picking up, with a 39.45% 90 day share price return and a 30 day share price return of 15.58%. This comes alongside a 1 year total shareholder return that declined...

AI infrastructure stocks sit at the crossroads of two powerful forces: real world hardware demand and a market that is recalibrating around inflation, rates and energy. While global data points from the US, Europe and Asia paint a mixed picture for growth and policy, capital is still flowing into the systems that keep AI running, from data centers to power and connectivity. This article uses our AI Infrastructure Stocks screener to cut through the noise and highlight three stocks that align...

Elevance Health (ELV) has released its Q2 2026 numbers, reporting revenue of about US$50.5b, basic EPS of US$6.71 and net income of US$1,463m. The trailing twelve months show revenue of roughly US$201.1b, EPS of US$22.53 and net income of US$4,963m. Over recent quarters the company has seen revenue move from US$49.8b in Q2 2025 to US$50.5b in Q2 2026. Over the same period, quarterly basic EPS shifted from US$7.74 to US$6.71 and net income from US$1,743m to US$1,463m, setting the backdrop for...

Carrier Global announced its fiscal second-quarter 2026 results on July 28, reporting earnings that reflected ongoing pressure in its residential HVAC operations from tariffs and higher input costs. At the same time, management highlighted increased emphasis on new heat pump and data center cooling offerings, underscoring a shift toward products aligned with long-term energy and digital infrastructure needs. We’ll now explore how Carrier’s sharpened focus on heat pump and data center cooling...

Edgewell Personal Care (EPC) has drawn fresh attention after recent share price gains, with the stock up over the past month and past 3 months, prompting investors to reassess its fundamentals and valuation. See our latest analysis for Edgewell Personal Care. Beyond the latest move, Edgewell Personal Care’s 28.83% 30 day share price return and 73.07% year to date share price return indicate building momentum, even though the 3 year and 5 year total shareholder returns remain negative. If...