U.S. Software Stock News

Delta Air Lines (DAL) has just posted Q2 2026 revenue of US$19.8 billion with basic EPS of US$2.45 and net income of US$1.6 billion, setting a clear marker for this earnings season. Over the past few quarters, revenue has moved from US$14.0 billion in Q1 2025 to US$15.9 billion in Q1 2026 and now US$19.8 billion in Q2 2026. Quarterly EPS has ranged from US$0.37 in Q1 2025 to US$3.28 in Q2 2025 and US$2.45 this quarter. With trailing 12 month EPS at US$6.07 and net income of US$4.0 billion,...

Strategy stock has fallen sharply over the past year even as valuation checks now point to upside, with the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both suggesting the shares trade at a discount to underlying bitcoin exposure and balance sheet strength. Over the past 3 years, Strategy has delivered a 106.3% return, which means long term holders are still in positive territory despite the recent drawdown. The new Digital Credit Capital Framework, which allows...

Group 1 Automotive (GPI) has drawn fresh attention after highlighting its push into higher margin Parts & Service operations, its sizable owned real estate portfolio, and new cost saving plans aimed at sharpening overall efficiency. See our latest analysis for Group 1 Automotive. At a share price of $299.88, Group 1 Automotive has seen its 7 day share price return climb 3.98%, although the 90 day share price return is down 11.28% and the 1 year total shareholder return has declined 36.8%,...

In recent days, CSW Industrials has drawn attention after Zacks Equity Research highlighted the company as a top-ranked stock with an expected 20.6% year-over-year earnings increase, supported by a history of earnings beats in three of the last four quarters. At the same time, differing valuation models and recent insider selling have created a mixed picture, underscoring how much of the current investment case rests on CSW Industrials continuing to deliver strong cash flows and margins to...

CareDx (CDNA) has drawn investor attention after a period of strong share price swings, with the stock up about 24% over the past month and roughly 69% over the past 3 months. See our latest analysis for CareDx. Zooming out, CareDx’s recent momentum stands out, with a 30 day share price return of 24.1% and a 90 day share price return of 69.4%. This is set against a 1 year total shareholder return of 41.6%, which points to building interest after a weak 5 year total shareholder return. If you...

Coinbase Global (NasdaqGS:COIN) CEO Brian Armstrong publicly backed Cloudflare's new stablecoin-based monetization gateway for AI agents. The initiative introduces a pay-for-use micropayment system using stablecoins, aimed at replacing traditional ad driven and subscription models for online services. Armstrong's support connects directly to Coinbase's involvement in the USDC ecosystem, highlighting a possible new use case for stablecoins in everyday internet activity. Coinbase Global sits...

Celanese (CE) has drawn investor attention after its shares closed at $46.92, with the stock down about 12% over the past month and roughly 31% over the past 3 months. See our latest analysis for Celanese. The recent share price weakness for Celanese, including a 12.3% 1 month share price decline and a 31.2% 3 month share price decline, sits against a year to date share price gain of 11.3%. However, 1 year and multi year total shareholder returns have been negative, which suggests recent...

Fastenal (FAST) is back in focus after its board approved an 8.3% increase in the quarterly dividend to $0.26 per share, payable in cash on August 25, 2026. See our latest analysis for Fastenal. Fastenal's share price has been relatively steady, with a 1-day share price return of 0.30% and a 90-day share price return of 1.51%. The year-to-date share price return of 14.96% sits alongside a 5-year total shareholder return of 95.64%, which indicates stronger momentum over longer periods than in...

Rising US Treasury yields and stress in government debt markets are not just abstract headlines; they can ripple straight through to your portfolio. With primary dealers now net short Treasuries and absorbing more supply becoming harder, funding costs and market volatility are back in focus. Some investors are looking for stocks that may benefit if higher yields support margins or attract cash into cash-like instruments. This article explains how that backdrop relates to US regional banks and...

Recent commentary has highlighted ongoing margin pressures at BJ's Wholesale Club Holdings, including below-industry gross and operating margins and slower revenue growth, intensifying scrutiny of its cost structure and competitive position. This focus on weaker profitability versus larger warehouse rivals raises fresh questions about how BJ’s scale influences its ability to invest in marketing and long-term competitiveness. Now we’ll explore how concerns over BJ’s below-industry profit...

Import export and global supply chain stocks are back in focus as the U.S. weighs new tariffs on goods from countries accused of weak enforcement against forced labor, with South Africa pushing hard for an exemption. For investors, that kind of policy shift can quickly reshape costs, margins, and sentiment around companies plugged into cross border trade. This article looks at 3 stocks from our Import Export and Global Supply Chain Stocks screener that appear positioned on the positive side...

Recently, reports emerged that Michael Burry has taken positions in DraftKings and Flutter Entertainment, framing them as a regulatory-focused investment amid growing attention on prediction markets as competitors to traditional sportsbooks. Flutter Entertainment’s work on its own prediction-market products highlights how the company is actively preparing for possible shifts in how sports-related wagering and forecasting are regulated and offered. We’ll now examine how Flutter’s...

Collegium Pharmaceutical (COLL) has drawn fresh interest after recent trading left the stock at about $35.23, with returns mixed across different time frames and investors reassessing how its pain management portfolio supports the current valuation. See our latest analysis for Collegium Pharmaceutical. The recent dip in Collegium Pharmaceutical's share price, with a 1-day share price return of 1.62% down and a 7-day share price return of 4.86% down, sits against a mixed picture where the...

Why TG Therapeutics Stock Is Back in Focus TG Therapeutics (TGTX) has attracted fresh attention after launching a Phase 2 trial of BRIUMVI in adults with treatment-resistant schizophrenia. This extends its CD20-focused approach beyond multiple sclerosis and into severe psychiatric disease. See our latest analysis for TG Therapeutics. The BRIUMVI schizophrenia trial arrives after a strong run in TG Therapeutics' share price, with a 90 day share price return of 69.04% and year to date share...

Qualys (QLYS) has been drawing attention after a strong move in its stock price over the past month, prompting investors to reassess how its current valuation lines up with its cybersecurity-focused business profile. See our latest analysis for Qualys. Qualys has seen strong share price momentum recently, with a 30 day share price return of 37.26% and a 90 day share price return of 87.58%. The 1 year total shareholder return stands at 12.59%, suggesting shorter term enthusiasm has picked up...

SLB has nearly doubled investors' money over the past five years, yet current checks suggest the stock still trades at a discount to its intrinsic value estimate and to market multiples that typically apply to this type of business. A roughly 91.2% return over five years points to meaningful value creation that raises the bar for what would count as an attractive entry price today. New technology focused contracts such as the Kuwait Oil Company Ahmadi Innovation Valley project can support...

In July 2026, Wotton Kearney announced it had selected Intapp’s DealCloud platform with Celeste, working with implementation partner Epiq, to unify relationship intelligence and support AI-driven business development and marketing across the firm. This win highlights how Intapp’s AI-enabled DealCloud and Celeste tools are being embedded directly into legal-sector growth workflows, turning institutional knowledge into actionable client and cross-selling insights. We’ll now examine how this...

Earlier this week, Circle Internet Group received final approval from the U.S. Office of the Comptroller of the Currency to establish First National Digital Currency Bank, N.A., which will operate as Circle National Trust and initially provide federally supervised fiduciary digital asset custody for Circle and its affiliates. This charter brings USDC’s core infrastructure into a single federal banking framework, potentially reshaping how regulated institutions access custody and reserve...

Earlier this month, IREN Limited appointed former Oracle executive Kambiz Aghili as Chief Product Officer and ex-Google/CyrusOne leader Michael Nudelman as Chief Development Officer to advance its vertically integrated AI Cloud platform, data center build‑out, and expansion of its secured 5 GW grid‑connected power portfolio. These hires add specialist cloud and data center expertise that directly supports IREN’s shift from Bitcoin mining toward higher‑value AI infrastructure services across...

Founder led companies can be especially interesting when inflation, rates and growth signals are pulling in different directions, because these leaders typically have both reputation and wealth tied to long term outcomes, not just quarterly bonuses. With central banks weighing softer inflation data against volatile energy prices and uneven growth, many investors are looking for businesses where decision makers are deeply aligned with shareholders. This Founder-Led Companies screener focuses...

Bandwidth stock has surged 430.8% year to date, yet the valuation checks currently lean expensive, which raises the question of how much of the recent optimism is already reflected in the share price. Year to date, Bandwidth has returned 430.8%, which puts recent gains at the center of any discussion about upside from here. The planned $275 million Convertible Senior Notes offering can support funding flexibility, while the added debt and conversion features may weigh on how investors assess...

PTC Therapeutics (PTCT) is back in focus after its recent addition to three Russell 2000 Defensive indexes, with attention also centering on two NDAs under FDA review and a potential Phase 3 Huntington's disease program. See our latest analysis for PTC Therapeutics. Over the past year, PTC Therapeutics has combined strong momentum with index-related interest, with the share price delivering a 12.92% 1 month share price return and a 74.77% 1 year total shareholder return as investors weigh its...

Recent commentary around Adobe (ADBE) has shifted after the company reported robust revenue growth, a tripling of AI first annual recurring revenue, and strong cash flow that is funding a freemium pivot and share buybacks. See our latest analysis for Adobe. Despite concerns earlier in the year that AI competitors could erode Adobe's position, the stock has shown a mixed picture, with a 9.62% 1 month share price return but a year to date share price decline of 32.90% and a 1 year total...

In early July 2026, Enphase Energy opened pre-orders for its 20th anniversary limited edition IQ PowerPack 1500 portable power station and the IQ Air smart thermostat, both designed to extend its intelligent home and portable energy ecosystem with app-based monitoring, multi-source charging, and AI-enabled HVAC control. Together, these launches push Enphase beyond core rooftop solar hardware into everyday home comfort and portable backup use cases, deepening how often customers interact with...