U.S. Software Stock News

With central banks still locked on inflation, energy prices swinging on geopolitics and governments focused on security spending, many investors are looking for themes that feel grounded in long-term demand. The Aerospace And Defense screener highlights companies that build or support aircraft and defense systems, an area closely watched whenever geopolitical risk and policy debates heat up. This article walks through 3 stocks from that screener and explains why they stand out today so you...

Earlier this week, Allison Transmission Holdings (NYSE: ALSN) reported its latest quarterly results following an earnings preview that had called for revenue to rise very sharply year on year after a previously flat period. Analysts had largely maintained their forecasts heading into the announcement, suggesting steady confidence in Allison’s ability to meet those elevated revenue expectations. We’ll now explore how these heightened revenue expectations heading into earnings influence...

Sandisk (SNDK) is back in focus after a sharp reset in AI infrastructure stocks that included forced selling and margin calls, even as large tech customers keep their AI spending plans in place. See our latest analysis for Sandisk. At a latest share price of $1,214.83, Sandisk has seen its short term momentum reverse sharply, with the 1 day, 7 day and 30 day share price returns declining 5.09%, 15.43% and 40.22% respectively. However, the year to date share price return of 341.37% and 1 year...

Ormat Technologies (ORA) is back in focus after reporting significant revenue growth in its energy storage and product segments and reaffirming full-year 2026 revenue guidance, setting the stage for its upcoming Q2 earnings update. See our latest analysis for Ormat Technologies. At a share price of US$97.58, Ormat Technologies has seen its 30 day share price return decline 12.04% and its year to date share price return fall 14.20%. In comparison, the 1 year total shareholder return of 10.49%...

WESCO International (WCC) is back on investor radars after reporting record second quarter 2026 results, lifting its full year outlook as data center infrastructure and grid services became key earnings drivers. See our latest analysis for WESCO International. The recent earnings beat and higher 2026 guidance have kept momentum in WESCO International’s corner, with the 30 day share price return of 7.10% and year to date share price return of 36.24% adding to a 1 year total shareholder return...

Lockheed Martin (LMT) stock is back in focus after the U.S. government awarded the company a seven year undefinitized contract modification worth up to US$53.86 billion for PAC-3 Missile Segment Enhancement interceptors. See our latest analysis for Lockheed Martin. The PAC-3 contract news lands on top of a strong run in Lockheed Martin stock, with a 30 day share price return of 11.67% and year to date share price return of 17.23%. Including dividends, the 1 year total shareholder return of...

In late July 2026, DexCom, Inc. reported second-quarter results showing revenue of US$1,308.4 million and net income of US$249.1 million, and raised its full-year 2026 revenue guidance to US$5.18 billion–US$5.25 billion alongside higher margin expectations. The company highlighted rapid progress in securing coverage for type 2 diabetes patients not using insulin, advancing next-generation CGM sensors, and expanding internationally, reinforcing the importance of this broader metabolic health...

First Mid Bancshares stock has delivered a strong 84.4% return over the past three years, yet the valuation checks send a mixed message. The Excess Returns intrinsic value estimate points to meaningful upside, while earnings-based multiples look closer to fair. Over the past 3 years, First Mid Bancshares has returned 84.4%, which puts extra focus on whether the current price still leaves room for further value to be realised. Stronger recent earnings and revenue have supported sentiment...

Cullen/Frost Bankers, Inc. recently reported second-quarter 2026 results, with net interest income rising to US$447.73 million and net income to US$172.06 million, alongside slightly lower net charge-offs of US$9.53 million and board approval of common and preferred dividends payable on September 15, 2026. The combination of higher earnings, improved credit costs and continued cash returns to both common and preferred shareholders has strengthened the perception of Cullen/Frost’s operating...

International Business Machines (IBM) has been hit by weaker consulting and hardware sales in its preliminary second quarter, prompting lower full year revenue guidance and renewed scrutiny of how its quantum ambitions relate to the stock. See our latest analysis for International Business Machines. Against this backdrop of softer consulting and hardware trends, IBM's share price has fallen 21.9% over the past month and is down 23.3% year to date. However, the 3 year total shareholder return...

In the past quarter, Olin Corporation reported second-quarter 2026 sales of US$1,741.9 million, a slight year-over-year dip, while net loss widened to US$13.3 million as basic and diluted loss per share from continuing operations increased to US$0.12. Despite relatively stable revenue, Olin’s results highlighted how operational disruptions, such as the Freeport VCM outage, and continued losses are weighing on overall profitability across its portfolio. We’ll now examine how these loss-making...

Ituran Location and Control (ITRN) drew fresh investor attention after Vulcan Value Partners highlighted the stock in its Q2 2026 letter, citing what it described as strong Q1 results and contributions from long-term agreements with Stellantis, Renault, and BMW. See our latest analysis for Ituran Location and Control. Despite the latest Q1 update and the Vulcan Value Partners endorsement, Ituran Location and Control’s recent 30 day share price return is down 9.35%, while the year to date...

Glacier Bancorp (GBCI) has drawn fresh attention after reporting second quarter 2026 results, with higher net interest income and net income, alongside an increase in net charge-offs tied to overdrafts and loans. See our latest analysis for Glacier Bancorp. Glacier Bancorp's mixed recent share price performance, with a 1-day share price return of 0.65% but a 30-day share price return down 6.56%, contrasts with a stronger 1-year total shareholder return of 18.27%. This indicates that longer...

In the second quarter of 2026, Knowles Corporation reported higher sales and earnings compared with a year earlier, issued revenue and EPS guidance for the third quarter, and completed a multi‑year share repurchase program totaling 15,638,913 shares for US$294.07 million. Together, the improved profitability and ongoing capital return through buybacks highlight how Knowles is pairing earnings growth with an actively managed share base. We’ll now examine how Knowles’ stronger quarterly...

In late July 2026, Prosperity Bancshares, Inc. reported higher second-quarter and year-to-date earnings, modest net charge-offs of US$2.2 million, completion of a US$70.75 million share repurchase program, and affirmed a US$0.60 quarterly dividend payable on October 1, 2026. Management also highlighted continued discussions around future bank acquisitions while prioritizing the integration of three recently acquired banks, underscoring both growth ambitions and execution risk. We’ll now...

ICU Medical (ICUI) is in focus after US regulators published enforcement reports on voluntary Class II recalls of its Plum Duo and Plum Solo infusion pumps, citing a software issue affecting displayed dosing volumes. See our latest analysis for ICU Medical. The US Food and Drug Administration recall news lands against a backdrop of strong recent momentum in ICU Medical's share price, with a 30 day share price return of 13.51% and a 1 year total shareholder return of 32.27%, even as the 5 year...

Bank of N.T. Butterfield & Son has delivered a very strong 5 year return while the valuation checks still flag the stock as screening cheap on several measures. After that kind of run, investors are asking whether the current price still leaves room for a reasonable margin of safety. Over the past 5 years, Bank of N.T. Butterfield & Son has returned about 130%, which puts fresh focus on whether the current share price already reflects that value creation. The planned acquisition of CIBC...

Alibaba Group Holding (NYSE:BABA) is back in focus after reports of a major cloud deal supplying Moonshot AI with computing power equivalent to about 20,000 Nvidia chips. This development is drawing investor attention to its AI exposure. See our latest analysis for Alibaba Group Holding. Alibaba Group Holding's share price has reacted strongly to the Moonshot AI headlines, with a 1-day share price return of 5.10% and a 30-day share price return of 24.76%. However, the year to date share price...

Hilltop Holdings (HTH) is back in focus after a busy July, with fresh quarterly results, a higher dividend, additional buyback capacity, and a closely watched shareholder vote drawing new attention to the stock. See our latest analysis for Hilltop Holdings. At a share price of $39.44, Hilltop Holdings has built steady momentum, with a year to date share price return of 16.34% and a 1 year total shareholder return of 36.27%. This points to improving sentiment around earnings, buybacks, and the...

AirJoule Technologies Corporation announced that its AirJoule Core atmospheric water generation system has been deployed at GE Vernova’s Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing pure distilled water from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova by giving industrial and data center stakeholders direct exposure to AirJoule’s sorption-based...

Nuclear energy stocks are back in focus as investors look for power sources that are less tied to short term swings in fossil fuel prices and geopolitics. With inflation readings mixed across regions and energy driven price risks still on the radar, many are rethinking how they get exposure to long term electricity demand. The Nuclear Energy Stocks screener helps you quickly filter the sector, from uranium suppliers to reactor operators, so you can focus on liquid, listed companies rather...

Confusing signals from Federal Reserve Chair Kevin Warsh and a 5.23% yield on the 30 year U.S. Treasury have pushed interest rate risk back to the top of your watchlist. Long duration bond ETFs like TLT are feeling the pressure, while shorter term exposure such as IEI is drawing more attention as investors reassess where they want interest rate risk. This article examines how that backdrop connects to short duration fixed income themes and highlights three stocks tied to this news that could...

Life Time Group Holdings, Inc. reported stronger results for the quarter and six months ended June 30, 2026, with revenue rising to US$866.00 million and net income to US$101.36 million in the quarter, while also raising full-year 2026 revenue and net income guidance. The company is pairing this earnings momentum with an accelerated rollout of 14 largely large-format clubs in 2026, nearly doubling new-club square footage versus recent years and underscoring its push toward premium,...

Fresh scrutiny of Allient (ALNT) has been triggered by reports of declining sales and earnings per share over the past two years, along with persistently low returns on capital that are shaping the current investment debate. See our latest analysis for Allient. Despite the pressure on Allient’s fundamentals, the stock has kept strong momentum, with a year to date share price return of 57.36% and a 1 year total shareholder return of 130.59%, even after an 11.33% decline over the past month. If...