U.S. Software Stock News

Howmet Aerospace stock reacts to raised 2026 guidance Howmet Aerospace (HWM) lifted its full year 2026 revenue outlook to a range of about US$10.0b to US$10.1b after reporting second quarter results that exceeded earlier revenue expectations. The company also issued new guidance for third quarter 2026 revenue of US$2,565 million to US$2,585 million and highlighted demand in commercial and defense aerospace as well as industrial gas turbines. See our latest analysis for Howmet Aerospace. At a...

In August 2026, Linqto stated it is pursuing litigation against Forge Global and The Charles Schwab Corporation over an alleged broken trustee commitment tied to Linqto’s bankruptcy exit, while Schwab also completed two fixed-to-floating senior subordinated unsecured note offerings maturing in 2032 and 2037 totaling US$2.60 billion. Linqto emphasized that customer-linked securities in the liquidating trust remain safe and have grown in value, even as Schwab raises fresh funding in the bond...

Jumia Technologies jumped 10.2% to US$6.40 after its Q2 print, a sharp move for a stock that had drifted over the past three months. The key point is not a sudden return to profit. It is that the marketplace is contributing more to revenue and gross profit while losses continue to narrow. For an African e commerce company that is still loss making, two numbers matter most today: revenue of about US$52 million and an adjusted EBITDA loss reduced to US$8.7 million. The share price reaction...

Smart Sand stock jumped 6.7% to US$4.96 in regular trading, yet the real story sits beyond today’s pop. The company has just delivered another quarter that fits into a much bigger shift. Over the last 12 months Smart Sand turned profitable with what analysis describes as high quality earnings. At the same time the stock trades on a trailing P/E of 9.8x compared with higher peer and industry averages. For investors thinking in years rather than days, this earnings release is less about a...

Host Hotels & Resorts, Inc. recently reported its second-quarter 2026 results, with revenue rising to US$1,640 million and net income reaching US$237 million, and subsequently raised its full-year 2026 guidance for total revenues to US$6,124 million–US$6,153 million and net income to US$944 million–US$962 million. Management also highlighted that its investment‑grade balance sheet supports continued reinvestment, opportunistic acquisitions and dispositions, and ongoing capital returns via...

Restaurant Brands International stock has returned 39.4% over the past five years, and today the valuation checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) model and earnings multiples. Over five years, the 39.4% total return points to steady value creation for shareholders that now needs to be weighed against what the current price implies. Execution on Burger King’s ongoing refurbishment and menu upgrade plan can support...

F.N.B. Corporation (NYSE:FNB) has expanded its Family Wealth services for ultra-high-net-worth clients with new leadership hires and advisory offerings. The build-out focuses on customized planning and advisory support for affluent households with complex financial needs. F.N.B. reports that the expanded platform is intended to broaden its wealth management capabilities and attract more ultra-high-net-worth relationships. This kind of push into wealth management points to a wider income...

In the past week, Datadog reported Q2 2026 results showing sales rising to US$1,121.45 million and net income increasing to US$44.56 million, alongside higher revenue and earnings guidance for Q3 and full-year 2026. Recent moves including a Cloudaware LogSight partnership and Datadog’s investment in AI code review startup CodeRabbit highlight how the company is seeking to deepen log management usage and align itself with emerging AI development trends. With Datadog raising full-year 2026...

Arbutus Biopharma slipped about 2% today, a muted reaction for a biotech that now trades on a trailing P/E of roughly 5.6x. The stock had already been treading water in recent weeks, with the 30 day return slightly in the red despite a small gain over three months. The real headline sits beyond today’s tick-by-tick action. Arbutus Biopharma is coming off a trailing twelve month stretch in which it moved into profitability with what is described as high quality earnings. For long term...

Moelis earnings, dividend and buyback update Moelis (MC) has drawn fresh investor interest after reporting second quarter and six month 2026 earnings, affirming a regular cash dividend, and updating progress on its ongoing share repurchase program. The company reported second quarter net income of US$48.59 million, compared with US$41.54 million a year earlier, and six month net income of US$87.03 million, compared with US$91.81 million. Alongside these results, the Board declared a regular...

With investors fixated on the next CPI print and a Federal Reserve that looks undecided, the stakes for US consumer credit and card lenders feel unusually high. Softer inflation could ease pressure on funding costs and credit conditions, while a hotter reading might do the opposite. This article walks through three stocks that appear closely exposed to this CPI and Fed story, and explains why their setups may matter for your portfolio. The three stocks that follow are only a starting sample...

Liquidia (LQDA) just reported second quarter 2026 results that shifted the company from loss to profit, with higher revenue, positive net income, and earnings per share that moved into positive territory. See our latest analysis for Liquidia. The earnings release has come after a sharp pullback, with Liquidia’s share price down 10.52% over the last day and 11.59% over the past week. However, the 1-year total shareholder return of 212.66% and very large 5-year total shareholder return indicate...

Baidu stock has fallen 30.2% year to date, which leaves investors weighing a weaker recent share price against valuation checks that do not yet paint it as a clear bargain. The 30.2% decline year to date raises the question of whether recent pessimism has pushed Baidu too far below where investors had been pricing its prospects. Progress in areas like autonomous driving, highlighted by recent London robotaxi approvals for competitors, can support sentiment around Baidu's own longer term...

Lightwave Logic (LWLG) is back in focus after expanding its Stage 3 customer programs to five, including a Fortune Global 500 client, and updating investors on foundry progress and manufacturing scale up efforts. See our latest analysis for Lightwave Logic. Recent momentum in Lightwave Logic’s share price has been strong, with an 11.9% gain over the past week and month combined and a 118.9% year to date share price return, while the 1 year total shareholder return of 270.8% contrasts with...

In recent weeks, Applied Digital has been highlighted for its capital-intensive push into AI and high‑performance computing data centers, underpinned by 15‑year CoreWeave leases totaling US$7.00 billion in contracted revenue and sector-wide enthusiasm for AI infrastructure following strong updates from peers such as CoreWeave and Super Micro Computer. While this reinforces Applied Digital’s position in the “picks and shovels” side of AI, it also brings sharper focus to the company’s high...

Why Ultragenyx Pharmaceutical Stock Is Back in Focus Ultragenyx Pharmaceutical (RARE) is drawing investor attention after Q2 2026 results showed higher revenue and a reduced quarterly net loss, alongside progress on its UX111 gene therapy filing with the FDA. At the same time, a new patent litigation settlement tied to DOJOLVI offers more clarity on future generic competition for that product, giving investors additional detail on one piece of Ultragenyx Pharmaceutical’s rare disease...

Emerson Electric event recap Emerson Electric (EMR) has been active in early August 2026, pairing a leadership change in technology and AI with third quarter results, updated guidance and a confirmed dividend. See our latest analysis for Emerson Electric. Against this backdrop, Emerson Electric shares have climbed strongly in recent months, with a 30 day share price return of 20.99% and a year to date share price return of 20.60%. The 5 year total shareholder return of 77.33% points to solid...

In the past week, Super Micro Computer reported fourth-quarter 2026 sales of US$11.12 billion and net income of US$1.18 billion, alongside full-year 2026 sales of US$39.06 billion and net income of US$2.23 billion, while issuing fiscal 2027 revenue guidance of US$65 billion to US$72 billion. The company also disclosed more than US$60 billion in new AI-focused orders and a record backlog, underscoring how its Data Center Building Block Solutions and large hyperscaler and enterprise...

Apollo Global Management (NYSE:APO) has joined Nvidia and major Wall Street institutions in a new partnership to mobilize over US$500b for global AI infrastructure. The consortium plans to create large scale compute financing platforms focused on funding next generation AI technology build outs. The move highlights Apollo's role in arranging and deploying capital for critical digital infrastructure alongside leading financial and technology partners. Apollo is far from the only stock with...

In late July 2026, CareDx, Inc. reported second-quarter revenue of US$131.95 million and net income of US$110.64 million, a shift from a loss a year earlier, and raised its full-year 2026 revenue outlook to US$490–500 million. The company paired its earnings strength with capital moves, completing a US$50.00 million buyback program while also filing an US$80.30 million shelf registration for 2,267,800 ESOP-related common shares, highlighting active balance sheet and employee ownership...

Why Macerich’s New Shelf Registration Matters Now Macerich (MAC) has filed an omnibus shelf registration covering common stock, preferred stock, debt securities, warrants, rights, stock purchase contracts, depositary shares, and units. This gives the company flexible access to capital when opportunities arise. See our latest analysis for Macerich. Macerich’s shelf registration arrives after a strong run in the stock, with a year to date share price return of 33.10% and a 1 year total...

In early August 2026, AbbVie reported higher second-quarter 2026 sales of US$16,990 million and a jump in net income to US$3,613 million, raised its full-year 2026 revenue guidance to approximately US$67.6 billion, secured EU approval for RINVOQ in non-segmental vitiligo, and saw the FDA accept an sBLA for BOTOX Cosmetic in masseter muscle prominence. Alongside these updates, AbbVie advanced UBRELVY access in Canada and completed multiple multi-billion-dollar bond offerings, underlining...

Why Boise Cascade Stock Was in Focus After the Latest Updates Boise Cascade (BCC) drew fresh investor attention after a packed set of updates, including second quarter earnings, a higher quarterly dividend, progress on share repurchases, and an expanded distribution partnership with James Hardie. The earnings release on August 3, 2026 set the tone. For the second quarter, Boise Cascade reported sales of US$1,831.34 million compared with US$1,740.11 million a year earlier. Net income was...

In August 2026, Novavax, Inc. reported that its second-quarter revenue fell to US$56.7 million from US$239.24 million a year earlier, swinging from net income of US$106.51 million to a net loss of US$53.39 million, and also filed an US$82.47 million shelf registration for 10,710,300 common shares tied to an ESOP offering. The sharp shift from profitability to loss, combined with a new shelf registration that may increase share supply, raises fresh questions about the company’s funding plans...