U.S. Software Stock News

Coeur Mining (CDE) is back in focus after reporting record second quarter gold production, alongside sharply higher sales and net income, while also issuing updated full year 2026 production guidance for gold, silver, and copper. See our latest analysis for Coeur Mining. Coeur Mining’s recent production and earnings update comes after a period of mixed share price momentum, with a 16.3% 1 month share price return and a 5.9% year to date gain, but a 3 month share price pullback of 5.9%. Over...

Extreme Networks (EXTR) just packed several updates into early August 2026, including new earnings and guidance, a completed share repurchase tranche, and a refreshed revolving credit facility with JPMorgan and other lenders. See our latest analysis for Extreme Networks. At a share price of $23.90, Extreme Networks has seen a sharp 7 day share price return decline of 26.10% and a 30 day share price return decline of 29.10%. However, the year to date share price return is 44.50% and the 5 year...

BOK Financial (BOKF) recently affirmed a quarterly dividend of US$0.63 per share, payable on 2 September 2026. The ex dividend date and record date are both set for 19 August 2026. See our latest analysis for BOK Financial. The latest dividend affirmation comes as BOK Financial trades at US$144.03, with a 30 day share price return of 3.85% and a 90 day share price return of 13.47%. Over longer periods, total shareholder return stands at 40.80% over 1 year and 85.50% over 5 years, which...

Why HubSpot’s latest earnings and guidance matter HubSpot (HUBS) has drawn fresh attention after reporting second quarter results that showed higher revenue and a move to profitability, alongside updated guidance and a new AI focused board appointment. The company reported second quarter revenue of US$911.74 million compared with US$760.87 million a year earlier. Net income was US$43.34 million, compared with a net loss of US$3.26 million in the prior year period. Basic and diluted earnings...

Newmont (NYSE:NEM) and Barrick resolved all outstanding disputes related to the Nevada Gold Mines joint venture. The companies agreed to contribute previously excluded key properties into Nevada Gold Mines under a new operating and governance framework. Newmont consented to Barrick's proposed IPO of its North American gold assets, adding a new dimension to their partnership. For readers looking to compare this move by Newmont with other gold producers and operators, the next place to look...

Vertiv Holdings Co (VRT) just released second quarter 2026 results and raised both third quarter and full year guidance, tying its outlook closely to continued demand from AI focused data centers. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co shares have climbed sharply over the year, with a year to date share price return of 60.47% and a 1 year total shareholder return of 96.30%. This comes even after a recent 30 day share price pullback of 11.62% and a 90 day share...

Why Curtiss-Wright’s expanded buyback is drawing fresh attention Curtiss-Wright (CW) has put its share repurchase activity back in focus after earnings, authorizing an additional US$100 million in buybacks for 2026 and moving to execute a larger 10b5-1 tranche. See our latest analysis for Curtiss-Wright. Curtiss-Wright’s latest buyback expansion comes after a strong run, with the share price up 23.34% year to date and a 1-year total shareholder return of 40.95%. This is despite the 30-day...

UBS Securities upgraded Jabil (NYSE:JBL) to buy, citing a multiyear AI driven growth cycle with potential for significant revenue and margin expansion. The firm pointed to Jabil's AI related revenue outlook and capacity expansion, including projects in Croatia, as key supports for its thesis. UBS also highlighted Jabil's push into automation markets as an additional driver for both top line and operating margin growth. Consider widening your watchlist to other companies tied to AI...

Global bond yields have been moving as investors react to higher oil prices and renewed inflation worries. That kind of backdrop keeps attention on companies that can grow through changing rate expectations, especially when management teams have meaningful skin in the game. Fast Growing Stocks With High Insider Ownership can help you focus on those businesses. This article highlights three stocks from that screener to put on your watchlist. The stocks below are just a starting sample, while...

In early August 2026, Genius Sports reported second-quarter 2026 results showing US$195.5 million in sales and a wider net loss of US$76.73 million, while also issuing third-quarter revenue guidance of about US$260 million and raising its full-year 2026 revenue outlook to US$1.005 billion–US$1.025 billion. Alongside these figures, Genius Sports announced new agreements with Kalshi and Polymarket to supply official sports data, streaming, marketing, and integrity services, tying its...

Corning stock has delivered a very large 3 year gain while the valuation checks are split, with the Discounted Cash Flow (DCF) estimate pointing to upside relative to the current share price and the market multiples suggesting the stock now trades at a premium. Corning is up about 4.4x over the past 3 years, which puts extra focus on whether recent buyers are paying above the company’s underlying value. Fresh attention on U.S. semiconductor and data infrastructure, including recent policy...

Hercules Capital earnings and dividend get investor attention Hercules Capital (HTGC) recently reported second quarter and first half 2026 results alongside a new cash dividend, a combination that has put the stock on many income focused investors’ watchlists. See our latest analysis for Hercules Capital. At a share price of US$16.67, Hercules Capital has seen short term share price pressure with a 1 day decline of 2.91%. However, the 3 month share price return of 5.11% and 5 year total...

BJ's Wholesale Club Holdings has delivered a 78.1% total return over the past five years, yet its current share price of US$93.96 sits at a sizeable discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, with market multiples pointing in the same direction. The 78.1% return over five years suggests BJ's Wholesale Club Holdings has already rewarded patient shareholders, which makes the current valuation gap more striking. Expectations that the company can...

Penske Automotive Group stock has delivered a strong 182.4% total return over the past 5 years, yet the broader valuation checks suggest it no longer looks like an obvious bargain at current levels. At the same time, investors are weighing solid recent share price performance against questions over how much upside is left around the proposed US$210 per share take private offer. The 182.4% return over 5 years points to a stock that has already rewarded long term holders, which naturally...

Stryker stock has delivered a 37.0% gain over the past five years, yet the latest valuation checks suggest it is not an obvious bargain, even as an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to some upside versus the current share price. With the shares recently closing at US$348.15 and the company working through the financial impact of a cyberattack and order backlog, investors are now weighing a mixed valuation picture. Stryker’s 37.0% return over five...

Honeywell International recently presented at Deutsche Bank’s Chicago Industrials Summit, where CFO Mike Stepniak addressed investors, following Honeywell Aerospace’s earlier Q2 2026 update showing higher sales but lower adjusted earnings and reduced full-year guidance. The combination of mixed earnings and a weaker outlook for Honeywell Aerospace has sharpened attention on how the post-separation businesses may balance growth, profitability, and capital allocation priorities. We’ll now...

Century Aluminum earnings jump draws investor attention Century Aluminum (CENX) reported second quarter 2026 revenue of US$752.1 million and net income of US$249.3 million, compared with a net loss a year earlier, putting the stock firmly back on investor watchlists. See our latest analysis for Century Aluminum. Century Aluminum’s recent earnings have coincided with a 17.06% 1 month share price return and a 27.72% year to date share price return, while the 1 year total shareholder return of...

TeraWulf Inc. has already reported second-quarter 2026 results, with revenue slipping to US$44.77 million from US$47.64 million a year earlier and net loss widening to US$939.92 million, while six-month revenue eased to US$78.78 million and net loss expanded to about US$1.37 billion. These results highlight how construction complexity and pre-revenue costs tied to TeraWulf’s growing high-performance computing leasing footprint, including a US$19 billion Anthropic deal, are weighing heavily...

QUALCOMM (QCOM) has come under closer scrutiny after missing third quarter earnings estimates, reporting weaker handset revenue tied to memory supply issues and a lower modem share for the upcoming iPhone launch. See our latest analysis for QUALCOMM. QUALCOMM's share price has been under pressure recently, with a 30 day share price return that declined 14% and a 90 day share price return that declined 23.69%, even though the 1 year total shareholder return is 8.05% and the 3 year total...

Box stock has delivered a 33.9% return over the past five years, yet its valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable gap to the current share price while market multiples lean the other way. A 33.9% five year return suggests Box has rewarded patient shareholders, so the current price reflects at least some confidence in its long term cash generation. Recent commentary around Box's AI security capabilities and enterprise...

In recent weeks, CELUS announced a partnership with Variscite that plugs Variscite’s NXP-based system‑on‑modules into the CELUS Design Platform and NXP Block Diagram Designer, while NXP revealed its Trimension NCJ29D6 UWB chips will feature in BMW’s 2026 vehicle programs for digital keys and in‑cabin presence detection. Alongside ongoing talks to acquire AI video‑chip maker Ambarella, these developments highlight how NXP is tying its automotive and edge portfolios more tightly into AI‑driven...

Caterpillar (CAT) just delivered its best quarter on record, with management lifting full year 2026 sales and revenue guidance to mid to high teens growth, supported by a US$72b backlog. See our latest analysis for Caterpillar. Caterpillar's latest results come after a sharp pullback in recent weeks, with the 30 day share price return down 11.45% and the 90 day share price return down 6.53%. At the same time, the year to date share price return is 40.94% and the 5 year total shareholder...

PTC Therapeutics, Inc. recently reported second-quarter 2026 results showing revenue of US$360.52 million and net income of US$83.5 million, while also raising its full-year 2026 total revenue outlook to US$1.18 billion–US$1.28 billion and appointing long-time executive Hege Sollie-Zetlmayer to its board of directors. The combination of a profitable quarter, higher revenue guidance, and added board experience from a former Chief Human Resources Officer may influence how investors assess PTC...

PNC Financial Services Group (PNC) is back in focus after PNC Bank opened its 50th new branch under a multi year, $2b expansion plan and hired industry veteran Arne Jahn to lead its metals and mining sector coverage. See our latest analysis for PNC Financial Services Group. Against this backdrop, PNC Financial Services Group’s recent business moves sit alongside a 90 day share price return of 21.14% and a 1 year total shareholder return of 37.32%. The 3 year total shareholder return of...