U.S. Software Stock News

DXP Enterprises earnings snapshot and why the stock is in focus DXP Enterprises (DXPE) moved into focus after reporting second quarter 2026 earnings, with sales of US$576.46 million and net income of US$28.71 million. Earnings per share from continuing operations also increased year over year. See our latest analysis for DXP Enterprises. DXP Enterprises has seen strong momentum in its share price recently, with a 1 month share price return of 19.56% and a 90 day share price return of 43.08%,...

DexCom stock has delivered a strong 34.9% return year to date, yet the valuation picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while the broader checks remain cautious. Year to date, DexCom is up 34.9%, which means anyone looking at the stock today is assessing it after a solid move higher. For a business that relies on continued adoption of its glucose monitoring products, expectations for sustained revenue growth can support...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

Workday stock has jumped sharply in the past month while valuation checks point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting meaningful upside and the market multiples implying the shares are not cheap. Over the past 30 days Workday has returned 37.2%, which puts fresh focus on whether the recent optimism has already been reflected in the price. Talks around a possible US$43b acquisition by Silver Lake can support expectations for Workday's...

Nebius Group (NasdaqGS:NBIS) agreed a partnership with Vantage Data Centers to deploy high density AI infrastructure at the CWL1 campus in Wales. The new capacity will use NVIDIA powered systems to support Nebius Group's UK focused AI compute services. The project aligns with the UK Government's AI Opportunities Action Plan and is intended to back public sector and commercial AI workloads. Nebius Group is far from the only stock tied to the build out of AI infrastructure. It can be useful...

In August 2026, Toast, Inc. reported higher second-quarter revenue of US$1,908 million and net income of US$154 million, alongside updates on its completed US$648.33 million share repurchase program and multiple new partnerships with Adyen, Google, and BWH Hotels. Together, these developments highlight Toast’s growing role as a payments and AI-enabled restaurant technology platform, extending beyond traditional point-of-sale tools into broader financial and hospitality ecosystems. We’ll now...

Corcept Therapeutics stock has delivered a 447.7% return over the past 5 years, yet broader valuation checks suggest the shares are not a straightforward bargain at current levels. That 447.7% five year gain puts Corcept Therapeutics in the category of stocks where past returns are high enough that pricing mistakes can matter more for new investors. Expectations around the durability of Corcept Therapeutics' revenue and cash flow, alongside any shift in how investors view its clinical and...

Humana stock has climbed 47.1% year to date, yet the valuation checks present a more mixed picture that asks investors to weigh the recent share price strength against what the fundamentals currently support. The 47.1% year to date return suggests expectations around Humana have reset higher and leaves less room for disappointment if sentiment cools. Recent moves to reshape Medicare Advantage exposure and expand Medicaid and home care capabilities can support earnings quality over time,...

AI video start up Higgsfield just pulled in $400mn at a $5.4b valuation, with annualised revenue moving from $20mn to $700mn in roughly a year, and a bigger share now coming from corporate subscriptions. That level of funding and enterprise interest can influence how brands allocate their marketing budgets. This article looks at 3 stocks that could be positioned to benefit from that shift and outlines key points to consider when deciding whether they deserve a place on your watchlist. The...

JPMorgan Chase stock has delivered a very strong 162.4% total return over the past 5 years, yet the current valuation checks send a more mixed message. The intrinsic value estimate from the Excess Returns model points to upside, while market multiples look closer to fair. For investors, the question is how to weigh that gap between what the intrinsic value work suggests and what the current price and standard ratios are implying. A 162.4% 5 year return signals that JPMorgan Chase has already...

Costco Wholesale (COST) is back in focus after client brands announced fresh product launches across its warehouses, from greenhouse-grown BrightFarms salad greens in Atlanta to reusable XL tote bags on the West Coast. See our latest analysis for Costco Wholesale. Recent product rollouts and strong sales updates have come as Costco Wholesale’s share price has risen 12.48% year to date, while the stock is down about 10.72% over the past 90 days and the 5 year total shareholder return sits at...

Independent Bank (INDB) stock has been drawing investor interest after recent trading performance, with the share price last closing at $85.94. That result has put more focus on how the bank’s fundamentals stack up today. See our latest analysis for Independent Bank. Recent trading has added to a steady positive trend for Independent Bank, with a 90 day share price return of 10.92% and a 1 year total shareholder return of 32.75%. This points to momentum that reflects shifting expectations on...

The latest analyst coverage could presage a bad day for DarioHealth Corp. ( NASDAQ:DRIO ), with the analysts making...

IMAX China Holding, Inc. and IMAX Corporation recently reported that Christopher Nolan’s The Odyssey delivered a record-breaking August box office in China, with IMAX screens contributing 45% of the film’s nationwide receipts while representing less than 1% of total screens. The film’s exclusive use of IMAX’s next-generation film camera and sound technology highlights how proprietary formats can magnify audience demand and reinforce IMAX’s premium positioning with both filmmakers and...

Progyny (PGNY) is back in focus after second quarter results topped revenue and non GAAP profit expectations, even as slightly lower full year guidance and a completed share buyback prompted a more cautious market reaction. See our latest analysis for Progyny. Recent trading shows that momentum in Progyny’s share price has cooled, with a 30 day share price return down 17.7% and a 7 day share price return down 5.6%, even though the 1 year total shareholder return is 10.5% and the 3 and 5 year...

Southwest Gas Holdings, Inc. recently reported second-quarter 2026 results showing sales of US$358.15 million and net income of US$42.12 million, alongside reaffirmed full-year earnings guidance of US$4.17–US$4.32 per share from continuing operations. The shift from a net loss in the prior-year quarter to positive earnings this year highlights the impact of restructuring and operational improvements on profitability. We’ll now examine how Southwest Gas Holdings’ return to quarterly...

Coursera (COUR) is back in focus after recent comments on its 15.1% annual sales growth and 68% annual earnings per share gain, along with expectations for additional sales expansion over the next year. See our latest analysis for Coursera. Despite Coursera’s recent sales and earnings updates, the 1 year total shareholder return is down 51.51% and the 3 year total shareholder return is down 64.32%. However, the 3 month share price return has risen 7.04% from a base of US$5.78, which points to...

Johnson & Johnson stock has delivered a strong 69.8% return over the past three years, yet the current checks send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while traditional market multiples lean the other way. Over the past three years, Johnson & Johnson has returned 69.8% to shareholders, which puts more focus on whether the current price still leaves room for attractive long term returns. Progress in areas such as the seltorexant program...

Sezzle stock has delivered a very large 3 year gain while the broader valuation checks suggest the shares no longer look like a clear bargain at the current price. After such a strong run, the key issue for investors is whether the recent re rating fairly reflects the company’s updated business model and risk profile. Over the last 3 years Sezzle has returned roughly 8.5x, which puts extra focus on whether today’s price still leaves room for a reasonable margin of safety. The planned shift...

Some of the losses seen by insiders who purchased US$4.31m worth of Empery Digital Inc. ( NASDAQ:EMPD ) shares over the...

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Anyone interested in CeriBell, Inc. ( NASDAQ:CBLL ) should probably be aware that the Independent Director, Joseph...

Gemini Space Station, Inc. ( NASDAQ:GEMI ) shareholders are probably feeling a little disappointed, since its shares...

Cogent Biosciences (COGT) recently reported second quarter 2026 results, with a net loss of US$96.41 million compared with US$73.53 million a year earlier. For the first half, net loss reached US$193.76 million versus US$145.52 million. See our latest analysis for Cogent Biosciences. The earnings update arrives after a very strong 1 year total shareholder return of 213.21%. The 90 day share price return of 21.38% and more recent 7 day share price decline of 8.67% suggest some momentum has...