U.S. Software Stock News

Astronics (ATRO) stock jumped after second quarter 2026 results exceeded analyst expectations, with strong Aerospace segment sales, wider operating margins, raised full year revenue guidance, and a sizable backlog that supported investor confidence. See our latest analysis for Astronics. The recent Q2 earnings beat and higher full year guidance come on top of strong share price momentum for Astronics, with a 30 day share price return of 38.94% and a very large 1 year total shareholder return...

Recent performance snapshot for DRDGOLD DRDGOLD (DRD) has attracted fresh attention after a recent share price move that left the stock up 1.7% over the past day, 2.4% over the past week, and 21.6% over the past month. See our latest analysis for DRDGOLD. Stepping back, DRDGOLD shares have fallen 20.2% year to date despite a strong recent rebound. A 1 year total shareholder return of 64.2% and 5 year total shareholder return of 216.5% point to powerful longer term momentum. If you want to see...

Nova earnings and guidance set the tone for investors Nova (NasdaqGS:NVMI) has put fresh numbers on the table with its second quarter and first half 2026 results, along with new third quarter guidance that gives investors updated revenue and earnings expectations. See our latest analysis for Nova. Novo's latest earnings and guidance have come alongside a share price of $418.12, with a 7 day share price return of 6.39% and a 90 day share price return that is down 14.10%. Even so, total...

Jacobs Solutions (J) stock is in focus after the company reported mixed third quarter results and secured a new role on Utah’s proposed Strawberry High Line Improvement Project, a water infrastructure program valued at around $750 million. See our latest analysis for Jacobs Solutions. The latest contract win and mixed quarterly earnings have come as Jacobs Solutions trades at US$144.66, with a 30 day share price return of 9.8% and a 90 day share price return of 27.33%. The 3 year total...

Iron Mountain Incorporated recently reported second-quarter 2026 results showing revenue of US$2,029.06 million and net income of US$101.43 million, a return to profitability versus a net loss a year earlier. The company also raised its full-year 2026 total revenue guidance to a range of US$7.94 billion to US$8.01 billion, signaling greater confidence in its operating performance and growth plans. With Iron Mountain lifting full-year revenue guidance after a profitable quarter, we’ll now...

Innospec (IOSP) is back in focus after reporting second quarter and first half 2026 results that show higher sales and net income compared with a year earlier, along with fresh updates on its ongoing share repurchase activity. See our latest analysis for Innospec. Innospec's recent earnings announcement and the completion of a US$34.87m buyback tranche come as the share price trades at US$93.85, with a 30 day share price return of 11.39% and a 90 day gain of 18.72%. The 1 year total...

YETI Holdings (YETI) just released second quarter 2026 results and reaffirmed its full year sales guidance, giving investors fresh data on revenue trends, profitability and management’s expectations for the rest of the year. See our latest analysis for YETI Holdings. At a share price of $44.56, YETI Holdings has seen near term momentum cool, with the 7 day share price return down 14.64% and the 30 day share price return down 12.71%, even though the 1 year total shareholder return of 31.14%...

MercadoLibre (MELI) just reported record second quarter revenue above US$10.1b. This is drawing fresh attention to the stock as investors weigh strong top line growth against lower net income and earnings per share. See our latest analysis for MercadoLibre. MercadoLibre shares now trade at US$1,844.58, with a 90 day share price return of 16.31% but a year to date share price decline of 6.54%. Over the past year, total shareholder return declined 22.90%, while the three year total shareholder...

OUTFRONT Media Inc. previously reported second-quarter 2026 results showing sales of US$522.5 million and net income of US$77.5 million, alongside a higher quarterly dividend of US$0.33 per share and a new multi-year exclusive advertising agreement with the New York Jets. The combination of stronger profitability, an increased cash return to shareholders, and a high-profile sports partnership underlines how OUTFRONT is working to deepen its role in live, in-person advertising...

Ionis Pharmaceuticals (IONS) drew investor attention after its latest share price of US$57.24, with recent returns mixed over the past month and past 3 months as traders reassessed the RNA focused biotech story. See our latest analysis for Ionis Pharmaceuticals. The recent 1 month share price return of 5.24% comes after a 3 month share price decline of 21.07%, while the 1 year total shareholder return of 30.74% shows that Ionis Pharmaceuticals has rewarded patient holders even as shorter term...

In August 2026, Americold Realty Trust reported second-quarter results showing revenue of US$662.89 million but a net loss of US$342.81 million, largely driven by a very large US$309.57 million impairment of long-lived assets and accompanied by the filing of a universal shelf registration for multiple types of securities. At the same time, Americold highlighted growth in its ecommerce-focused cold chain services, including more than one million direct-to-consumer packages shipped over the...

Terex (TEX) has drawn fresh attention after its recent share price performance, with the stock closing at US$67.92. Investors are assessing how this level lines up with the company’s fundamentals and recent return profile. See our latest analysis for Terex. The recent 1 day share price return of 2.60% extends a steady pattern, with Terex posting a 90 day share price return of 17.20% and a 1 year total shareholder return of 36.72%, which indicates ongoing momentum rather than a short lived...

Alibaba Group Holding (NYSE:BABA) is reported to be in advanced talks to sell its gaming unit Lingxi Games to private equity firm Trustar Capital. The potential deal could value Lingxi Games at over US$1.5b, with negotiations still ongoing as of mid August 2026. A sale would further streamline Alibaba's portfolio and align with its focus on areas such as cloud, AI and e-commerce. For readers watching how Alibaba and its peers position around cloud and AI, the next logical step is to explore...

Rigetti Computing (RGTI) is back in the spotlight after a letter of intent for up to US$100 million in CHIPS Act funding, fresh progress on its Cepheus-1-108Q system, and expanded high performance computing partnerships. See our latest analysis for Rigetti Computing. The recent letter of intent for up to US$100 million in CHIPS Act funding, progress on the Cepheus-1-108Q system, and deeper high performance computing collaborations have arrived alongside a 33.38% 30 day share price return for...

Oklo stock has delivered a very large 5 year gain, yet the current valuation checks lean expensive and recent returns have turned sharply weaker. With the share price around US$44.38 and the broad framework flagging limited signs of a bargain, investors are weighing past gains against present pricing. Over 5 years, Oklo has returned about 351.5%, which sets a high bar for any further upside case. The company’s commercial prospects may benefit from progress on its Aurora reactor and...

Lumentum Holdings has delivered a very large 3 year return, and the valuation checks send mixed signals as the Discounted Cash Flow (DCF) estimate points to upside while market based multiples lean the other way. Lumentum Holdings has returned about 18x over the past 3 years, which puts recent price action at the center of any valuation discussion. Expectations around demand for Lumentum Holdings' optical and AI related products can support the current price, while any setback in AI...

Emergency use authorization adds a new dimension to Simparica Trio Zoetis (ZTS) is back in focus after the U.S. Food and Drug Administration granted Emergency Use Authorization for Simparica Trio to treat New World screwworm infestations in dogs and puppies. This emergency clearance applies to myiasis caused by Cochliomyia hominivorax larvae, a condition that can severely damage animal tissue if untreated. It comes in addition to Simparica Trio’s existing approvals for broad parasite...

Procore Technologies (PCOR) stock is in focus after the company launched Asset Register, a new tool that digitizes construction asset handover and feeds data into its broader AI driven construction platform. See our latest analysis for Procore Technologies. The Asset Register launch lands during a period of mixed performance for Procore Technologies, with the share price falling 3.81% on the day yet delivering a 30.14% 30 day share price return and a year to date share price decline of...

ESCO Technologies (ESE) drew fresh attention after reporting third quarter sales of $339.03 million and net income of $32.74 million, along with higher full year revenue and earnings guidance for 2026. See our latest analysis for ESCO Technologies. At a share price of $305.86, ESCO Technologies has seen strong momentum, with a year to date share price return of 54.77% and a 1 year total shareholder return of 65.35%, building on a very large 3 year total shareholder return. If this kind of...

Newsmax (NMAX) stock is in focus after the company reported its first profitable quarter as a public company and reiterated full year 2026 revenue guidance of US$212 million to US$216 million. See our latest analysis for Newsmax. The earnings and guidance update has coincided with a sharp shift in sentiment toward Newsmax, with the share price at US$10.87 after a 1-day share price return of 14.54% and a 90-day share price return of 50.55%. However, the 1-year total shareholder return is down...

The Air India A320 scare and reports of pilot drug testing have pushed aviation safety and compliance back into the spotlight, and that ripple can reach far beyond one airline. When regulators tighten rules and airlines rush to prove their standards, companies tied to testing, certification, and risk management can gain fresh attention. This article unpacks three stocks exposed to this news and explains why their role in safety could matter for your portfolio. The three stocks highlighted...

Natera (NTRA) is back in focus after agreeing to supply its Latitude molecular residual disease test for Kupando Therapeutics’ Phase 1 trial of lead immunotherapy KUP-101 in advanced skin cancers. See our latest analysis for Natera. The Kupando trial agreement comes after a very strong run in Natera’s stock, with a 30 day share price return of 14.2% and a 90 day share price return of 60.97%. The 1 year total shareholder return of 90.12% and very large 3 year total shareholder return suggest...

In early August 2026, Verizon Communications rolled out an extensive Google Pixel 11 lineup and Pixel Watch 5 offering on its Simplicity and business plans, alongside aggressive device, trade-in, bundling and accessory promotions, while also expanding Verizon Family app capabilities with Fi’s pet-tracking integration. At the same time, Verizon raised long-dated, variable-rate subordinated debt in the billions and deepened its technology partnerships across AI, 5G connectivity and safety...

Perma-Fix Environmental Services announced in August 2026 that it had formed a Partnership with Mirion Technologies under the SBA’s Mentor-Protégé Program to jointly pursue U.S. Department of Energy nuclear cleanup and environmental remediation work. The collaboration pairs Perma-Fix’s nuclear waste treatment and remediation capabilities with Mirion’s radiation detection and measurement technologies, potentially enhancing their competitiveness in complex, long-duration federal cleanup...