U.S. Software Stock News

Earlier this quarter, The London Company’s second-quarter 2026 investor letter highlighted Qualys, Inc. for its cybersecurity platform, citing AI-driven demand and an expanding product suite as key strengths. The letter’s characterization of Qualys as a high-quality business with a durable competitive position underscores how AI-linked cybersecurity demand is shaping investor views of the company. We’ll now examine how this improved AI-focused investor sentiment toward Qualys could influence...

Earlier this week, JFrog announced its Software Supply Chain Traffic Controller, integrating with SASE providers Zscaler, Cloudflare, and Netskope to help stop malicious software packages linked to autonomous AI coding agents. This move extends JFrog’s role beyond artifact management into network-level software supply chain protection, potentially tightening its grip on DevSecOps workflows shaped by AI-driven development. Next, we’ll examine how this expanded AI-focused supply chain...

AMN Healthcare Services recently joined the AONL Foundation Corporate Advisory Council, where it will be represented by Chief Nursing Executive Dr. Angelo Venditti and Head of Strategic Enterprise & Channel Partnerships Steven Endsley to support research, innovation and education in nursing leadership nationwide. This council role gives AMN a platform to shape workforce innovation and nursing leadership priorities, aligning its workforce-planning and analytics capabilities with national...

Stepan Company recently presented at the 17th Annual Midwest IDEAS Conference in Chicago on 27 August 2026, outlining its current business initiatives and priorities to investors. The company highlighted early progress in margin recovery supported by its Project Catalyst cost program, which targets US$100 million in savings through operational changes such as plant closures and workforce reductions. Next, we’ll examine how this early-stage margin recovery focus and Project Catalyst’s planned...

Clean Harbors (CLH) is back in focus after reporting second quarter 2026 earnings and revenue that exceeded expectations, prompting management to lift full year adjusted EBITDA and free cash flow outlooks. Clean Harbors shares trade at $310.71, with the stock down 4.8% on a 1 month share price basis but still up 10.6% over 3 months and 27.6% year to date, while 1 year total shareholder return of 28.3% and 5 year total shareholder return above 200% point to momentum that has broadly been...

KBR (KBR) has drawn fresh attention after its Mission Technology Solutions unit, soon to be Trinzic, won a Workplace Services Management contract with the UK Ministry of Justice covering the entire prison and probation estate. The recent contract wins with the UK Ministry of Justice, NATO and Kazakhstan’s first Sustainable Aviation Fuel plant have arrived during a mixed price backdrop for KBR, with the stock at US$38.03 and a 30 day share price return of 5.84% but a 1 year total shareholder...

In late August 2026, Intuit reported fiscal 2026 results, issued more cautious revenue and earnings guidance for fiscal 2027, raised its quarterly dividend to US$1.38 per share, and completed a multi-year buyback totaling 31,064,689 shares for about US$14.72 billion. At the same time, new class action litigation over alleged misstatements on AI competition and Mailchimp’s prospects, alongside workforce cuts and pricing shifts to address pressure in TurboTax, added fresh questions about how...

Meta’s potential youth harm settlement of up to $18 billion has put a harsh spotlight on how social platforms treat younger users and how they make advertising money. That pressure could shift attention and ad budgets toward privacy-safe and contextual digital advertising platforms. This article looks at three stocks exposed to that news backdrop, why some investors are watching them closely now, and what their different business models might mean for risk and opportunity. The three stocks...

The planned spin-off of Vylor, Corteva (CTVA)’s seed business, has put the stock in focus as investors weigh how separating its seed and crop protection operations could reshape the company’s overall profile. Corteva’s share price has had a mixed few months, with a 7.3% decline over the past 30 days but a 7.2% 90 day share price return and a 23.8% year to date share price return. The 5 year total shareholder return of 96.6% points to strong compounding over time as investors react to moves...

Vishay Intertechnology (VSH) stock has been moving in the wake of Nvidia’s strong quarterly update, which reinforced optimism around AI infrastructure demand and lifted sentiment across semiconductor and hardware suppliers. Vishay Intertechnology’s share price has pulled back over the past week, with a 1-day share price return of 3.72% lower and a 7-day share price return of 3.38% lower. However, the 1-month share price return of 2.00% higher and year-to-date share price return of 99.87%...

Photronics, Inc. ( NASDAQ:PLAB ) investors will be delighted, with the company turning in some strong numbers with its...

Recently, Zacks upgraded Applied Industrial Technologies to a Rank #2 (Buy), citing growing optimism about the company’s earnings prospects supported by upward estimate revisions. This reassessment highlights how analyst earnings upgrades can reflect improving underlying business performance and reshape expectations for Applied Industrial Technologies’ future earnings profile. We’ll now examine how this earnings-focused analyst upgrade may influence Applied Industrial Technologies’ existing...

Primoris Services Corporation has been hit with multiple securities fraud class action lawsuits alleging that, between August 2025 and June 2026, it failed to fully disclose cost overruns, delays, and execution challenges on several fixed‑price renewable energy projects, as well as related management changes and revised guidance. An important dimension for investors is that the complaints focus on alleged weaknesses in Primoris’s cost estimation and project oversight systems, raising...

Global inflation stories keep circling back to one issue: interest rates. With central banks signalling that tighter policy may last longer, investors are paying closer attention to sectors that often hinge on government budgets and long contracts, such as Aerospace And Defense. This article highlights three stocks from our Aerospace And Defense screener that could help you think about positioning your portfolio for this rate focused backdrop. The three Aerospace And Defense stocks in this...

Cracker Barrel Old Country Store (CBRL) has rolled out limited-time Crispy Homestyle Chicken Deals starting at $9.99, seasonal apple-themed breakfasts and drinks, and a returning Free Kids Toy promotion, drawing fresh attention to the stock. These promotions land at a time when Cracker Barrel Old Country Store’s share price has rallied strongly over 90 days, with a 90 day share price return of 64.58% and a year to date share price return of 107.30%. However, longer term total shareholder...

A recent advice column highlighted a legal and administrative struggle to transfer a US$100,000 paper stock certificate of Consolidated Edison (ED), putting a spotlight on how legacy share certificates can affect today’s investors. Consolidated Edison’s recent focus has been on steady operations rather than headline grabbing corporate moves, and the stock has reflected that. The latest share price is US$107.49 and the year to date share price return is 7.5%, while the 1 year total shareholder...

Kanzhun Limited recently reported second-quarter 2026 results showing higher revenue and net income, alongside issuing third-quarter 2026 revenue guidance and confirming an annual cash dividend of US$0.255 per ordinary share (US$0.510 per ADS), funded from surplus cash. An interesting aspect is that the jump in GAAP net income was heavily influenced by investment gains tied to an investee’s IPO, while the core online recruitment business still delivered underlying growth and supported the...

Insiders who bought US$500.0k worth of Shoe Station Group Inc.'s ( NASDAQ:SHOE ) stock at an average buy price of...

In recent days, Karooooo has drawn fresh attention as commentators highlight that its current valuation looks rich relative to intrinsic value models and earnings multiples, with expectations for solid cash generation underpinning this premium. The more nuanced takeaway is that upbeat assumptions about cash flow, geographic expansion and spending discipline now carry greater weight in supporting Karooooo’s investment case, making execution missteps more consequential for how the business is...

Recent performance snapshot for Welltower Welltower (WELL) continues to attract attention after recent trading. The stock closed at US$238.07 on 28 August 2026. The share price is down 1.2% over the past month but up 16% over the past 3 months. Looking beyond the recent pullback, Welltower’s 1-day and 1-week share price returns remain modestly negative. Its 3-month share price return of 15.95% and year-to-date share price return of 27.35% point to building momentum, supported by a 1-year...

Rithm Capital (RITM) drew fresh attention after its latest earnings report, which topped earnings estimates as asset management revenues and residential transitional lending originations outpaced softer servicing revenues and higher operating expenses. Rithm Capital’s share price is $10.08, with a 90 day share price return of 8.15%. The year to date share price return is down 8.20%, while the 3 year total shareholder return of 28.68% and the 5 year total shareholder return of 51.57% indicate...

A new multi-year managed services agreement in Chile between Millicom International Cellular (TIGO) and Amdocs is drawing fresh attention to the stock. The deal centers on advanced BSS and OSS platforms with AI-driven management. Millicom International Cellular’s latest Chile agreement comes after a period of strong share price momentum, with a 90 day share price return of 9.4% and a year to date share price return of 65.13%. The 1 year total shareholder return of 111.46% and very large 3...

Washington’s potential new 7.5% tariff on Chinese goods, and the risk of a forceful response from Beijing, is reshaping how companies think about factories, freight routes and customs paperwork. Supply chains built on low cost imports now face higher bills and fresh uncertainty, which can create new winners and losers. This article walks through 3 stocks from our North American Nearshoring and Trade-Compliance Enablers screener that appear closely tied to these shifting trade currents. The 3...

Graphic Packaging Holding (GPK) is back in focus after a stockholder filed an August 2026 derivative lawsuit that mirrors a similar June action, alleging securities law violations and fiduciary breaches by current and former leaders. Against this backdrop, Graphic Packaging Holding’s share price has been under pressure over 2026, with a year to date share price return declining 23.7% and a 1 year total shareholder return falling 46.3%. The stock has recently shown a 90 day share price return...