U.S. Software Stock News

Mettler-Toledo International (MTD) is in focus as the company is expected to report higher year over year earnings on increased revenues for the June 2026 quarter, drawing attention to how the stock reflects these expectations in its price. See our latest analysis for Mettler-Toledo International. Mettler-Toledo International’s recent share price moves show a mixed picture, with a 10.31% 1 month share price return and a 3.49% 3 month share price return contrasting with a year to date share...

PVH (PVH) is back in focus after its latest quarterly report, where revenue and EPS guidance came in above analyst estimates, yet the stock weakened as investors appeared to want even more. See our latest analysis for PVH. PVH's share price has been volatile, with a 10.59% 1 month share price return and an 18.56% year to date share price return, but a 14.13% decline over 3 months. The 5 year total shareholder return of 22.48% shows how longer term holders have faced a tougher run, even as...

Tennant stock sits between a sharp intrinsic value signal and a more cautious market view, with a Discounted Cash Flow (DCF) estimate indicating substantial upside while traditional valuation checks suggest the shares are not a clear bargain. That tension follows a 5-year total return that has been positive, alongside fresh scrutiny after recent ERP-related disruptions and legal investigations. Over the past 5 years, Tennant has delivered a 19.1% total return, which gives investors a...

In the second quarter of 2026, Preferred Bank reported net interest income of US$69.99 million and net income of US$33.54 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. Alongside this earnings growth, the bank materially improved its credit profile by cutting non-performing loans by US$70 million and criticized loans by US$90 million, while signaling some pressure ahead on net interest margins. Next, we’ll examine...

Dycom Industries (DY) is back in focus after UBS Securities highlighted the company as a likely beneficiary of work tied to the emerging data center fiber interconnections market, bringing fresh attention to the stock. See our latest analysis for Dycom Industries. At a share price of $429.81, Dycom Industries has seen mixed near term momentum, with the share price return rising 5.6% over the past week but declining 11.1% over the past month. Its 62.4% 1 year total shareholder return and very...

United Parcel Service (UPS) is back in focus as investors watch for its upcoming quarterly earnings report, where analysts are looking for modest growth in both earnings and revenue. See our latest analysis for United Parcel Service. At a share price of $114.79, United Parcel Service has posted a 1 month share price return of 8.15% and a year to date share price return of 13.63%. Its 1 year total shareholder return of 18.47% contrasts with weaker 3 and 5 year total shareholder returns,...

Starwood Property Trust (STWD) is in focus after completing a $500 million senior notes offering dedicated to green and social projects, alongside acquiring over 1.37 million square feet of long term industrial net lease assets. See our latest analysis for Starwood Property Trust. At a share price of $16.52, Starwood Property Trust has seen its 90 day share price return decline 9.28%, while the 1 year total shareholder return is down 7.72%. However, the 3 and 5 year total shareholder returns...

EchoStar stock has delivered a very large 3 year gain, yet the current checks send a split message. The Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, while the market multiple view leans expensive. EchoStar has returned roughly 3.6x over the past 3 years, which puts extra focus on whether recent price levels still leave room for long term value. Expectations around execution of EchoStar's satellite and 5G plans may support the intrinsic value case, while...

In recent days, heightened official warnings about Russian state-sponsored cyber threats have drawn fresh attention to Qualys’ cloud-based IT, security, and compliance platform across sectors such as government, healthcare, and technology. This renewed focus on cybersecurity underscores how Qualys’ unified cloud apps and TotalCloud protection offerings may become more central to organizations’ security spending decisions. We’ll now examine how this increased cybersecurity attention, driven...

Earlier in 2026, e.l.f. Beauty completed its acquisition of Rhode and accelerated the brand’s international rollout across Sephora and online channels, while also launching new hair care products in retailers like Target and via TikTok Shop. By expanding Rhode globally and entering hair care, e.l.f. Beauty is reshaping its portfolio beyond core cosmetics and skincare, aiming to reach more consumers across geographies, categories, and digital platforms. We’ll now examine how Rhode’s...

Amazon.com stock has delivered a strong 75.6% return over the past three years, yet recent weakness and a high overall value score suggest the market may still be pricing it below what many fundamental checks imply. Over the last three years, a 75.6% return highlights how strongly Amazon.com has rewarded investors who stayed invested over a longer window. Expectations around Amazon Web Services and broader AI related spending can support earnings power, while ongoing regulatory and legal...

Earlier this month, CleanSpark, Inc. announced a 20-year triple net infrastructure lease with a high-investment grade global technology company at its Sandersville, Georgia campus, expected to generate about US$6.60 billion in contracted revenue, with two five-year extension options and strict construction and financing milestones. The deal marks a shift for CleanSpark toward hosting AI and high-performance computing workloads, backed by an exclusivity arrangement covering its entire...

Matador Resources stock has delivered a 77.7% gain over the past five years, yet the latest valuation checks still point to shares screening as cheap rather than fully priced in. Over five years, a 77.7% return suggests Matador Resources has already rewarded patient shareholders while still leaving room to question whether the current price fully reflects its fundamentals. The planned US$1.275b acquisition of Paloma Permian may support future production and cash flow, while the recent...

Fermi (FRMI) is in the spotlight after a major leadership reshuffle, with a new Chief Financial Officer and several senior officers appointed shortly after a director resigned citing governance concerns. See our latest analysis for Fermi. The leadership shake up has come during a volatile stretch for Fermi, with the latest share price at $7.40 after a 1 day share price return of 17.1% and a 90 day share price return of 37.0%, despite the year to date share price return being down 16.1%. This...

Why Kroger’s GLP-1 Move Matters For Stock Watchers Kroger (KR) is putting more weight behind healthcare services through its new GLP-1 Complete Support Program, linking pharmacy, dietitians and clinical care for patients using GLP-1 weight management medications. For investors tracking Kroger stock, the launch highlights how the company is using its health division, in store clinics and digital tools to tie recurring prescription activity to its broader grocery and nutrition ecosystem. See...

Verisk Analytics recently released its second-quarter 2026 results, with analysts highlighting AI adoption, contract renewals and new underwriting and claims clients as key drivers of performance. An interesting angle is how prudent expense management and operational efficiencies are becoming as important as new data platforms in shaping Verisk’s earnings profile. We’ll now examine how the anticipated AI-driven efficiencies highlighted in the latest quarter may influence Verisk Analytics’...

ADT recently outlined that, after several years of flat sales, it plans to step up investment spending to protect its security and smart home market position, a move expected to weigh on free cash flow margins. This shift highlights management’s struggle to deploy capital at higher returns, raising questions about how effectively new investments can reshape ADT’s business quality. We’ll now examine how ADT’s planned investment ramp, despite flat sales and lower free cash flow margins, may...

BlackRock, Inc. recently declared a quarterly cash dividend of US$5.73 per share, payable on September 22, 2026, to shareholders of record as of September 8, 2026, following second-quarter 2026 results that showed higher revenue, net income, and earnings per share versus the prior year period. Alongside this dividend decision, BlackRock’s completion of US$18.53 billion in cumulative share repurchases since 2010 underscores an ongoing emphasis on returning capital to shareholders through both...

Leggett & Platt recently acquired the European FurnMaster business from Gabriel, adding new capabilities in furniture components and broadening its international footprint across Europe. This move meaningfully deepens the company’s presence in European furnishing supply chains, potentially reshaping the mix and reach of its bedding and home-related product portfolio. We’ll now examine how the FurnMaster acquisition could influence Leggett & Platt’s existing investment narrative around...

SiTime (SITM) has caught investor attention after a sharp pullback, with the stock down about 20% over the past month and modestly lower over the past 3 months despite strong year-to-date gains. See our latest analysis for SiTime. Over the past year, SiTime has shifted from sharp swings to stronger long term momentum. The 1 year total shareholder return of 191.58% far outpaces its recent 1 month share price decline of about 20% and a 3 year total shareholder return of 343.57%. If SiTime has...

United Bankshares (UBSI) opened Q2 2026 with revenue of US$318.9 million and basic EPS of US$0.95. Trailing 12 month figures show revenue of about US$1.3 billion and basic EPS of US$3.72, setting a clear earnings benchmark for investors watching this season. Over the last few quarters, the company has seen revenue move from US$300.1 million in Q2 2025 to US$311.6 million in Q4 2025 and US$308.8 million in Q1 2026, alongside EPS ranging between US$0.85 and US$0.92 before landing at US$0.95...

Super Micro Computer (SMCI) is back in focus after a preliminary fourth quarter update showed sharply higher gross margin guidance and an order backlog above US$60b, tied to accelerating AI infrastructure demand. See our latest analysis for Super Micro Computer. Recent news around Super Micro Computer's higher gross margin guidance, record order backlog and new AI server launches has come alongside sharp share price swings. The stock has seen a 7 day share price return of 24.48%, but a 1 year...

Bank of America stock is trading near record levels after a strong three year run, yet both the intrinsic value estimate from the Excess Returns model and traditional earnings multiples still point to the shares pricing in an undervalued profile rather than a clear premium. Over the past three years, Bank of America has delivered a total return of about 110%, which puts extra focus on whether today’s price still lines up with its fundamentals. Recent earnings strength linked to trading,...

Fresh US tariffs of 10% to 12.5% on goods from more than 80 countries have pushed trade risks back to center stage, and that can ripple straight through to retailers and consumer brands on your watchlist. Some companies may face higher costs or supply chain pressure, while others with more U.S. focused revenue could be relatively better positioned. This article looks at how these tariffs tie into our US Focused Retailers and Consumer Brands screener and highlights 3 stocks that appear...