U.S. Software Stock News

NYSE:DOCS
NYSE:DOCSHealthcare Services

Does Doximity’s Q1 Beat And Higher Guidance Alter The Bull Case For DOCS’ AI Platform?

Doximity, Inc. recently reported its fiscal 2027 first‑quarter results, with revenue of US$156.62 million versus US$145.91 million a year earlier, but net income fell to US$24.32 million from US$53.32 million, and the company issued updated guidance calling for second‑quarter revenue of US$170 million–US$171 million and full‑year revenue of US$671 million–US$681 million. Management also highlighted growing use of its AI‑powered tools across the clinician network, pointing to deeper...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Should Marriott’s Dividend, Buybacks and Asset-Light Push in China Shift MAR’s Investment Narrative?

In early August 2026, Marriott International’s board declared a quarterly cash dividend of US$0.73 per share, reported second-quarter revenue of US$7,071 million and net income of US$766 million, detailed recent share repurchases, and highlighted expansion plans including the Series by Marriott rollout in Greater China and an extended rewards collaboration with BetMGM in Alberta. Together with a raised 2026 earnings outlook supported by firmer room pricing despite slower unit growth and...
NasdaqGS:TSAT
NasdaqGS:TSATTelecom

Telesat (TSAT) Could Be 94% Undervalued On Its C$2.3b Arctic Contract

Telesat (NasdaqGS:TSAT) is back in focus after its subsidiary secured a C$2.3b Arctic connectivity contract, the largest in the company’s history, prompting a special call to discuss the deal and an updated financial outlook. See our latest analysis for Telesat. The contract news has arrived while Telesat’s share price has been on a strong run, with an 85.46% year to date share price return and a very large 3 year total shareholder return of around 7x, although the 90 day share price return...
NYSE:ARMK
NYSE:ARMKHospitality

The Bull Case For Aramark (ARMK) Could Change Following Dividend Payout And New UCCS Deal

In early August 2026, Aramark’s board approved a past quarterly dividend of US$0.12 per share, and Aramark Collegiate Hospitality announced a long-term partnership with the University of Colorado Colorado Springs to operate and enhance campus dining, retail, catering, and hospitality programs. This combination of continued cash returns to shareholders and Aramark’s first partnership within the University of Colorado System highlights how the company is tying capital discipline to expansion...
NYSE:EMR
NYSE:EMRElectrical

Why Emerson Electric (EMR) Is Up 5.6% After Raising Guidance And Expanding Its Industrial AI Push

In the past few days, Emerson Electric reported third-quarter fiscal 2026 results showing higher sales of US$4,873 million, increased net income of US$718 million, raised full-year guidance, and declared a quarterly dividend of US$0.555 per share payable on September 10, 2026. Alongside these results, Emerson accelerated its push into industrial AI by naming Rudy Sengupta as Chief Technology and AI Officer and rolling out new AI-enabled platforms such as DeltaV for data centers, Nigel AI...
NYSE:BAC
NYSE:BACBanks

What Is Bank Of America (BAC) Getting From Faster Global Money Transfers?

Bank of America (NYSE:BAC) is among the first US banks to go live on Swift's new international consumer money transfer initiative. The Swift upgrade focuses on faster cross border payments, clearer fee visibility, and broader global coverage for retail customers. The launch marks a new operational step for Bank of America as it builds out its consumer focused international payment services. For readers watching how payment infrastructure is changing the way money moves across borders, it...
NYSE:WSO
NYSE:WSOTrade Distributors

Do Watsco’s (WSO) Softer EPS Trends Hint At Emerging Margin Trade‑offs Behind Revenue Growth?

Watsco, Inc. recently reported past results for the second quarter and first half of 2026, with second-quarter sales of US$2,104.86 million and net income of US$163.34 million, and six-month sales of US$3,637.87 million with net income of US$242.41 million. Despite modest year-over-year revenue growth, Watsco’s diluted earnings per share from continuing operations declined in both the quarter and six-month period, highlighting pressure on profitability even as sales edged higher. We’ll now...
NYSE:YOU
NYSE:YOUSoftware

Guidewire Stock And 2 RegTech Names Worth Watching As Compliance Spending Rises

Regulation is moving back to centre stage as governments respond to new risks, and that can reshape which stocks benefit and which struggle. For investors, this creates a window where compliance and regulatory technology exposure may matter more than usual, and missing it could mean watching opportunities pass by. This article walks through three RegTech stocks linked to these developments and explains why they might deserve a closer look at this point. The stocks covered below are only a...
NasdaqGS:FHB
NasdaqGS:FHBBanks

First Hawaiian (FHB) Reported Stronger Earnings, Is It Still Below Fair Value?

Why First Hawaiian’s latest earnings are drawing attention First Hawaiian (FHB) is back in focus after its second quarter 2026 earnings showed higher net interest income and net income than a year earlier, alongside updated charge off, dividend and buyback details. See our latest analysis for First Hawaiian. The recent earnings release, higher net interest income and a steady dividend come against a mixed price backdrop, with the share price at $27.57 after a 30 day share price return that is...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

3 AI Stocks With Real Enterprise Software Growth Angles

Rising oil prices linked to renewed risk in the Strait of Hormuz are keeping inflation worries in focus and central banks cautious on rate cuts. That keeps attention on companies tied to the ChatGPT and AI build out, where spending is driven more by long term technology shifts than cheap money. This article highlights 3 AI Stocks screener picks that show how different parts of the AI stack can benefit from that spending. The three stocks that follow are just a starting sample. The full screen...
NYSE:SCL
NYSE:SCLChemicals

Stepan (SCL) After Q2 Results Has A Valuation Question Worth Watching

Stepan (SCL) recently reported second quarter 2026 results, with sales of US$684.11 million and net income of US$22.91 million. At the same time, the company affirmed a quarterly cash dividend of US$0.395 per share. See our latest analysis for Stepan. Stepan's earnings report and dividend affirmation have arrived alongside a period of stronger momentum, with a 30 day share price return of 13.18% and a year to date share price return of 35.62%. However, the 3 year total shareholder return is...
NYSE:COHR
NYSE:COHRElectronic

Is Coherent (COHR) Becoming a Strategic Linchpin in AI Data Centers Amid Shifting China Rules?

In recent days, reports of potential new U.S. export restrictions on high-performance data center components to China and mounting analyst expectations for strong year-over-year earnings and revenue growth ahead of Coherent’s 12 August fiscal fourth-quarter results have sharpened focus on the company’s role in AI data center infrastructure and optical networking. At the same time, Coherent’s position as a key supplier to AI-driven data centers and a leading player in the expanding optical...
NasdaqGS:UTHR
NasdaqGS:UTHRBiotechs

Stronger EPS, Ralinepag Progress, and Buybacks Might Change The Case For Investing In United Therapeutics (UTHR)

In the past week, United Therapeutics reported Q2 2026 results showing sales of US$783.3 million, a slight year-on-year dip, alongside higher net income of US$333 million and diluted EPS of US$7.27, while completing a US$1.50 billion buyback and highlighting strong phase 3 data plus an FDA filing for ralinepag in pulmonary arterial hypertension. Beyond the quarterly numbers, the combination of robust ralinepag outcomes, New Drug Applications for ralinepag and nebulized Tyvaso, and meaningful...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase (COIN) Is Down 11.1% After UK Tokenized-Equity Win and Buyback Completion - What's Changed

In late July 2026, Coinbase Global reported second-quarter revenue of US$1,220.07 million and a net loss of US$359.47 million, while also completing a US$2.03 billion share repurchase program initiated in 2024. At the same time, Coinbase intensified its push for the US CLARITY Act and secured full MiFID-equivalent authorization from the UK’s FCA, signaling a stronger regulatory footing across two major financial markets. Next, we’ll examine how Coinbase’s new UK authorization to offer...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn Enterprises (IEP) On Earnings Loss And Pep Boys Sale Still Looks Inexpensive

Icahn Enterprises (IEP) is back in focus after its second quarter 2026 earnings update, which combined a wider net loss, an affirmed cash distribution and plans to sell Pep Boys for US$700 million. See our latest analysis for Icahn Enterprises. At a share price of US$7.63, Icahn Enterprises has seen a 1-month share price return of 4.38% and a year to date share price return of 2.01%. The 5-year total shareholder return is down 65.70%, suggesting recent momentum is modest compared with a weak...