U.S. Software Stock News

DLH Holdings Corp. ( NASDAQ:DLHC ), is not the largest company out there, but it saw significant share price movement...

In late July 2026, McGrath RentCorp reported second-quarter results showing year-on-year declines in sales, revenue, net income and earnings per share, while also revealing that it had repurchased 250,000 shares for US$27.21 million as part of a long-running buyback program. At the same time, the company narrowed its full-year 2026 revenue guidance range to US$955 million–US$985 million, subtly tightening expectations and giving investors a clearer view of management’s outlook despite softer...

In early August 2026, Backblaze reported past second-quarter 2026 results showing sales of US$42.71 million and a smaller net loss of US$5.09 million, alongside higher full-year 2026 revenue guidance of US$172.0–174.0 million and a new US$44.4–44.8 million revenue outlook for the third quarter. At the same time, Backblaze highlighted growing traction in AI-related storage, including its AI-focused B2 Overdrive offering and a US$335 million agreement with CoreWeave to support large-scale AI...

In early August 2026, Veeco Instruments Inc. reported second-quarter results, issued updated third-quarter and full-year 2026 guidance, and revealed that a global optical and photonics leader has adopted its LUMINA+ MOCVD system to produce indium phosphide lasers for datacom applications. This combination of a new high-profile LUMINA+ win in a fast-growing InP laser market and fresh guidance gives investors new information on both Veeco’s technology positioning and its near-term financial...

M&T Bank stock has delivered a strong 5 year gain while its current valuation signals send a mixed message. The Excess Returns intrinsic value estimate points to meaningful upside relative to the share price, while traditional earnings multiples suggest the stock is now closer to a fair level. M&T Bank has returned 107.0% over the past 5 years, which puts extra focus on whether the current price still leaves room for attractive future returns. Expectations for steady cash generation can...

Unum Group earnings and buyback catch investor attention Unum Group (UNM) drew fresh investor interest after reporting its Q2 2026 results, which showed higher revenue but lower net income, along with an update that it has completed a multi hundred million dollar share repurchase program. See our latest analysis for Unum Group. At a share price of $89.08, Unum Group has had a mixed few weeks, with a 7 day share price return of 6.52% and a 90 day share price return of 10.91%, alongside a 1...

ADI Global Distribution (ADIG) has rapidly gained index attention, with its recent spin off from Resideo Technologies followed by additions to multiple Russell benchmarks and several S&P indices in late July and early August 2026. See our latest analysis for ADI Global Distribution. The index inclusions appear to have coincided with a sharp shift in sentiment around ADI Global Distribution, with a 1 day share price return of 13.55% and an 18.95% year to date share price return at a last close...

W. P. Carey (NYSE:WPC) reported substantial real estate impairment charges in its latest quarterly results, reducing the carrying value of certain properties on its balance sheet. The company linked the impairments to updated assessments of specific real estate assets and their expected cash flow profiles. The charges affected reported earnings for the quarter and highlighted ongoing review of asset quality and capital allocation priorities. For investors tracking real estate exposure tied...

In the past few days, Wall Street analysts have projected that ResMed will report quarterly earnings of $2.90 per share on US$1.46 billion in revenue, implying year-over-year growth in both profit and sales. These projections also highlight expected expansion in key segments such as Total Sleep and Breathing Health and Residential Care Software, which together underpin analysts’ more optimistic view of ResMed’s near-term performance. Next, we’ll examine how these higher earnings and revenue...

Earlier this week, White Mountains Insurance Group was highlighted for experiencing strong upward revisions in earnings estimates, with expected earnings-per-share growth projected to exceed the broader insurance industry. This shift in analyst expectations suggests improving sentiment around White Mountains’ financial profile, as markets focus on its relatively strong anticipated growth metrics. Next, we’ll examine how these stronger earnings expectations could influence White Mountains...

In early August 2026, DuPont de Nemours reported past second-quarter 2026 results showing higher sales and net income year-on-year, raised its full-year 2026 net sales guidance to US$7.16 billion–US$7.19 billion, completed US$775 million of share repurchases, and launched a fixed-income exchange offer for its 4.725% notes due 2028. Together with management’s plan for an additional US$250 million share buyback in the third quarter, these steps highlight a focus on earnings quality, capital...

IonQ (NYSE: IONQ) secured a US$28 million contract extension from DARPA to supply advanced optical atomic clocks for mission critical government uses. The company expanded U.S. government ties through a new collaboration with Sandia National Laboratories focused on quantum technology for national security. IonQ and EPB launched a Tennessee Quantum Communications Research Center aimed at real world, network connected quantum memory development and commercialization. For readers looking to...

What Innodata’s AI Cyber Training Suite Means For Investors Innodata (INOD) has drawn fresh attention after releasing the first stage of its AI Cyber Training Suite, a collection of twelve datasets and evaluation systems focused on securing AI generated code. The suite uses thousands of real security flaws across multiple programming languages and platforms to train and test AI coding agents on avoiding and repairing vulnerabilities. Early internal results indicate that fine tuning on part of...

Everpure (P) heads into its Future of Memory and Storage 2026 presentations in Santa Clara with investors watching for fresh detail on its data storage platforms, AI oriented offerings, and broader growth ambitions. See our latest analysis for Everpure. Everpure's recent Future of Memory and Storage 2026 appearances come as the stock trades at US$83.74, with a 7 day share price return of 20.92% and a 1 year total shareholder return of 45.81%, while the 5 year total shareholder return of...

In July 2026, Progress Software announced new agentic AI capabilities for its Sitefinity Generative CMS, enabling automated optimization, review and analysis directly within content workflows to streamline digital experience delivery. A particularly interesting element is the introduction of customizable AI agents that can evaluate entire pages and adapt based on editor feedback, potentially transforming how marketing teams manage content quality and consistency. We’ll now explore how these...

NCR Atleos stock barely flinched after earnings, slipping only 0.4% to US$46.81, even though the quarter delivered one of the sharpest profit pulses the company has reported since the spin. Basic earnings per share for Q2 landed at about US$0.88 on US$1.10b of revenue, a clear step up from Q1 levels and a key support for the current 17.6x P/E. The short term price move looks muted. The real story sits in the multiquarter trend of rising net income and a higher trailing profit margin, which...

In late July and early August 2026, Bank of America revealed it may face monetary penalties tied to anti-money-laundering deficiencies while continuing to raise capital through multiple senior unsecured note offerings and announcing dividend payments on its common and preferred stock. The shift from earlier messaging about immaterial regulatory impact, combined with ongoing bond issuance and client-focused initiatives like the enhanced Travel Center, highlights how regulatory compliance,...

Synchrony Financial stock has produced a very strong 144.9% total return over the past three years, yet the broader valuation checks still suggest the shares lean cheap rather than fully priced in. With the stock last closing at US$79.25, investors are weighing whether that track record has already been reflected in the current market value or if there is still a margin of safety. The 144.9% three year return points to a stock that has rewarded shareholders strongly. This raises the question...

Energy prices have started to ease as diplomatic efforts in the Middle East gain some traction and oil markets cool, which is taking some pressure off inflation and interest rate expectations. That improves the backdrop for Financially Fit Penny Stocks, where smaller companies with healthier balance sheets can stand out. This article highlights three stocks from the screener that aim to combine low share prices with relatively stronger financial foundations. The three Financially Fit Penny...

U.S. Bancorp (USB) has drawn fresh investor attention after reporting record Q2 2026 revenue, supported by strong lending, fee income and capital-markets activity, with the stock gaining following the earnings release. See our latest analysis for U.S. Bancorp. At a share price of $64.21, U.S. Bancorp has seen momentum build over recent months, with a 90 day share price return of 16.09% and a 1 year total shareholder return of 50.25%, helped by record Q2 results and steady access to fixed...

Etsy, Inc. has already reported its second-quarter 2026 results, with sales of US$668.31 million versus US$629.13 million a year earlier, but it swung to a net loss of US$46.65 million from net income of US$28.84 million and announced plans to cut about 220 jobs, roughly 12% of its workforce. Alongside these results, Etsy amended its credit agreement to allow the sale of Depop Limited, expanded its share repurchase authorization by an additional US$2.00 billion, and framed the restructuring...

Alight just gave investors a harsh sentiment check. The stock closed at US$14.43, down 16% on the day, after a year that had already seen double digit declines. Yet the headline from this quarter is not revenue; it is the profit squeeze. Adjusted EBITDA landed at US$92m on US$511m of revenue while the trailing twelve month numbers still show losses above US$2b. The market is trading the stock as if that profit pressure is all that matters and largely ignoring the cash and liquidity story that...

Chewy’s share price has recovered somewhat in the past month, yet with the stock down about 73.7% over the past five years and screening as expensive on market multiples, the current level raises fair questions about how much value is actually on the table for long term investors. Chewy’s share price has declined about 73.7% over five years, which points to a long stretch of weak shareholder returns despite the recent rebound. Future growth in online pet spending can support optimism around...

In July 2026, Nomad Foods completed an €800.0 million senior secured notes offering due 2033, refinanced its existing 2028 notes, and increased its revolving credit facility commitments by €105.0 million to a total of €280.0 million, while also declaring a cash dividend of US$0.17 per share payable on August 27, 2026. Together, the long-dated refinancing, enlarged liquidity backstop, and continued cash returns to shareholders point to an emphasis on balance sheet flexibility alongside...