U.S. Software Stock News

Qualcomm recently reported fiscal third-quarter 2026 results showing revenue of US$9,947 million and net income of US$2,002 million, alongside a new shelf registration to offer 1,438,756 common shares for an ESOP-related program and guidance for fourth-quarter revenue between US$9.7 billion and US$10.5 billion. These updates underline the ongoing pressure on Qualcomm’s handset and Apple modem businesses while management continues to emphasize longer-term expansion in AI, automotive, IoT, and...

Mueller Industries, Inc. reported past second-quarter 2026 results, with sales rising to US$1,427.92 million and net income reaching US$249.66 million, alongside slightly higher basic and diluted earnings per share from continuing operations versus a year earlier. For the first half of 2026, the company’s sales and net income increased meaningfully year over year, highlighting improved profitability relative to the same period in 2025. With this earnings update highlighting stronger...

Covista Inc. recently appointed Emily C. Chiu, former CEO of Novo Platform and ex-executive at Block Inc., and Leslie Storms, Chief Operating Officer at National Veterinary Associates and former Johnson & Johnson leader, to its Board of Directors, with both appointments effective since August 17, 2026. By adding directors with deep technology, fintech, edtech and healthcare operations experience, Covista is signaling a potential broadening of its expertise beyond traditional education. Next,...

Veracyte (VCYT) is back on investor radar after raising its 2026 revenue outlook and reporting second quarter results that turned a prior net loss into net income, supported by new cancer diagnostics launches. See our latest analysis for Veracyte. The raised 2026 revenue outlook and strong second quarter earnings have been followed by a sharp pullback, with Veracyte’s share price down 22.5% over one day and 18.9% over 30 days. However, the 90 day share price return of 40.0% and one year total...

Unity Software (U) is drawing fresh attention as investors look ahead to its August 6 earnings report, following recent analyst optimism on earnings estimates alongside a 4.89% share price decline. See our latest analysis for Unity Software. Unity Software shares have been volatile, with a 1-day share price return that fell 4.89% even after a 16.88% 90-day share price gain. The 1-year total shareholder return is slightly down 0.38%, suggesting short-term momentum contrasts with longer term...

Constellium stock has delivered a strong 110.1% return over the past year, yet its current price of US$27.78 sits close to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and still screens as undervalued on earnings-style multiples. The 110.1% gain over the last 12 months signals that investors have already repriced Constellium aggressively, which can compress the margin of safety if expectations slip. Future cash generation from Constellium’s aluminum products...

Exelon (EXC) is back in focus after reporting second quarter 2026 earnings. The company reaffirmed full year guidance while updating investors on grid investments, community solar expansion, and large scale battery storage plans. See our latest analysis for Exelon. Exelon’s latest earnings and dividend affirmation come after a choppy few months, with the share price down over the past week and quarter but still posting a positive year to date share price return and a solid multi year total...

In late July 2026, Waste Management, Inc. reported higher quarterly and half-year revenue and earnings year on year, trimmed its 2026 revenue guidance, continued buybacks, filed a US$678.99 million shelf registration for 3,000,000 common shares tied to an ESOP, and signaled an active pipeline of solid waste acquisitions following recent tuck-in deals. An interesting angle is that Waste Management is tightening its revenue outlook while still prioritizing margin improvement, employee share...

Governance change puts NetApp (NTAP) under a fresh spotlight NetApp (NTAP) has proposed amending its Certificate of Incorporation to align with updated Delaware law on officer exculpation. This governance move is set for shareholder consideration at the 2026 Annual Meeting on September 9. See our latest analysis for NetApp. The governance proposal arrives after a strong run in NetApp’s stock, with a 30 day share price return of 15.78% and a year to date share price return of 67.65%, alongside...

Herc Holdings Inc. reported past second-quarter 2026 results with sales of US$1,072 million and revenue of US$1,204 million, shifting from a net loss to net income of US$19 million and earnings per share of US$0.57 from continuing operations. Alongside this earnings turnaround, the company disclosed it completed its long-running share repurchase program totaling 4,626,401 shares for US$838.4 million, highlighting a sustained commitment to returning capital to shareholders. With Herc turning...

Exponent (EXPO) shares are back in focus after the company reported double digit revenue growth for Q2 2026, raised full year revenue and EBITDA guidance, and expanded its stock repurchase program. See our latest analysis for Exponent. Despite Q2 2026 results and guidance putting Exponent back in the spotlight, the stock’s recent moves tell a mixed story, with a 1 month share price return of 11.53% and a year to date share price decline of 4.70%, while the 5 year total shareholder return has...

Commvault Systems, Inc. reported past first‑quarter 2026 results with revenue rising to US$314.13 million while net income and earnings per share edged lower year on year. The company also updated its fiscal 2027 subscription revenue outlook and confirmed additional share repurchases, underscoring its emphasis on recurring revenue and capital returns. Next, we’ll examine how the updated subscription revenue guidance reshapes Commvault’s existing investment narrative around recurring growth...

Greif, Inc. reported its third-quarter 2026 results in the past, with sales of US$1,165.6 million and net income of US$77.8 million, while nine-month sales reached US$3,233.2 million and net income was US$265 million, all up from the prior year. The much faster growth in net income than in sales over both the quarter and nine-month period points to meaningful margin improvement and operating efficiency gains. We’ll now examine how this strong net income growth and potential margin...

In recent days, BorgWarner announced new program awards for its eTurbo hybrid boosting system with a major European automaker and its torque-on-demand transfer case for a new full-size SUV from a Chinese OEM, while also confirming a US$0.17 quarterly dividend and appointing former Deere & Company executive Rajesh Kalathur as an independent director. Together, these contract wins, governance changes, and continued cash returns highlight how BorgWarner is tying advanced drivetrain technology,...

Iovance Biotherapeutics (IOVA) is drawing investor attention after recent share price volatility, with the stock closing at US$4.07 on 30 July 2026. Returns over the past year present a mixed picture for holders. See our latest analysis for Iovance Biotherapeutics. The recent pullback, including a 1-day share price return of down 13.22% and a 7-day share price return of down 18.44%, follows a period of stronger momentum, with a 90-day share price return of 19.71% and a year-to-date share...

Nordic American Tankers stock has delivered very strong returns over the past five years, yet its current checks suggest the shares no longer look obviously cheap, with the Dividend Discount Model (DDM) pointing to an intrinsic value close to the recent price while market multiples lean toward an expensive read. Over 5 years, Nordic American Tankers has returned 332.6%, which puts extra focus on whether recent gains can be justified by underlying cash flows and dividends. Management’s recent...

Super Micro Computer (SMCI) is back in focus after the company introduced a new portfolio of high-density AI data center racks tailored for NVIDIA platforms. The launch pushed the stock up over 2% in early premarket trading. See our latest analysis for Super Micro Computer. For context, Super Micro Computer’s 1 day share price return of 2.42% sits against a year to date share price return that is down 8.27%. The 1 year total shareholder return is down 49.86%, while the 5 year total...

National Health Investors (NHI) has appointed senior housing veteran Chris Maingot as Chief Operating Officer effective July 27, 2026, putting his two decades of operational and portfolio experience in focus for investors. See our latest analysis for National Health Investors. At a share price of US$76.65, National Health Investors has seen a modest 1-day share price return of 0.76% alongside a 1-year total shareholder return of 12.61%, while the 3-year total shareholder return of 64.17%...

Rivian Automotive (RIVN) is in focus after its latest quarterly update, which combined higher vehicle deliveries, revenue growth, and the launch of the R2 SUV with a higher 2026 delivery outlook. See our latest analysis for Rivian Automotive. Rivian Automotive’s latest earnings and R2 launch came after a volatile year, with the share price down 21.59% year to date and total shareholder return up 22.94% over 12 months, suggesting momentum is still rebuilding despite a strong Q2 narrative. If...

Hecla Mining (HL) shares are in focus after the company reported second quarter 2026 exploration results that extended high grade silver mineralization at Keno Hill and revealed new gold and silver veins at Midas. See our latest analysis for Hecla Mining. Despite the positive drilling news, Hecla Mining’s recent share price return has been weak. The stock is down 21.82% over 90 days and 25.17% year to date, while the 1 year total shareholder return above 100% and solid multi year total...

In the past week, Terex Corporation filed new shelf registrations covering up to US$199.104 million of common stock for an ESOP-related offering and a broad mix of securities, shortly after reporting Q2 2026 sales of US$2,238 million and net income of US$110 million. An interesting contrast is that despite higher quarterly sales and net income, Terex’s basic earnings per share slipped year over year, while the company also ended a prior buyback program without repurchasing additional shares...

Recently, Tennessee Valley Authority and ENTRA1 Energy announced non-binding plans to deploy up to six plants totaling as much as 6 gigawatts using NuScale Power’s NRC-certified small modular reactor technology. This prospective multi-plant program highlights how NuScale’s regulatory lead and expanding project pipeline could become crucial tests of whether small modular reactors can be built at scale and on workable budgets. We’ll now examine how this large but non-binding TVA and ENTRA1...

Clover Health Investments has delivered a very strong 215.9% return over the past three years, yet the broader valuation checks still suggest the stock screens as undervalued on several fronts. The share price pullback over the past month sits against solid multi year gains and a high value score that points to a market price that may not fully reflect the underlying fundamentals. Over three years, Clover Health Investments has returned 215.9%, which puts a spotlight on whether recent gains...

AvalonBay Communities and Equity Residential have agreed to merge as equals and have introduced Vivmark Residential as the new combined company name. The merger will create one of the largest multifamily residential real estate companies in the sector. The announcement is drawing attention because of its scale and the potential impact on competition and investor focus in residential REITs. AvalonBay Communities, ticker NYSE:AVB, is entering this merger with a recent share price of $185.61...