U.S. Software Stock News

Earlier this week, Copart reported that investors are closely watching its upcoming earnings release, with projections pointing to slightly lower EPS alongside a modest revenue increase and shifting analyst estimates. This tension between expanding sales and softer per-share profitability is sharpening focus on how efficiently Copart converts its growing auction activity into earnings. Against this backdrop of anticipated earnings pressure, we'll explore how expectations for softer EPS shape...

Carrier Global Corporation recently appointed Neil Barua, President and CEO of PTC Inc., as an independent director to its Board, effective July 24, 2026, with a term running through the 2027 Annual Meeting of Shareowners and roles on the Compensation and Technology & Innovation Committees. Barua’s track record in applying artificial intelligence and digital transformation at large technology-focused enterprises adds a technology-oriented voice to Carrier’s boardroom discussions on...

Curb and Lyft’s previously announced integration went live in New York City in July 2026, allowing eligible Lyft riders to be matched with licensed taxis via Curb Flow’s open API while taxi drivers receive trip offers through existing in-vehicle Curb systems with upfront pricing for both sides. This expansion into the largest U.S. taxi market broadens Lyft’s transportation network without new hardware costs, aligning its app-based ride experience with regulated taxi capacity and potentially...

Without a specific news announcement to focus on, the recent movement in Biglari Holdings (BH.A) stock puts the spotlight on how investors weigh its diversified operations, including restaurants, insurance, energy and media, against its current valuation signals. See our latest analysis for Biglari Holdings. Recent trading has been choppy for Biglari Holdings, with the share price down 2.71% over the last day and 5.57% over 30 days, yet posting a 13.66% 90 day share price return and a 1 year...

Johnson & Johnson recently reported strong second-quarter 2026 results, lifted its full-year sales outlook to US$100.80 billion–US$101.40 billion, and announced positive Phase 3 MonumenTAL-6 data showing that TECVAYLI plus TALVEY and TALVEY plus pomalidomide improved progression-free and overall survival in relapsed or refractory multiple myeloma versus standard care. Combined with De Novo FDA authorization for its OTTAVA table-integrated robotic surgical system, these advances highlight how...

Nokia Oyj (NYSE:NOK) has stayed on investors’ radar recently, with the stock moving between gains and declines while its network infrastructure, mobile networks and cloud services businesses continue to shape expectations around the company’s long term earnings power. See our latest analysis for Nokia Oyj. The recent pullback, with a 1 day share price return of down 6.47% and a 30 day share price return of down 30.05%, contrasts with Nokia Oyj’s 1 year total shareholder return of 113.88%...

Valvoline (VVV) shares are drawing fresh attention after the company added Katherine Fogertey, former Shake Shack CFO, and Scott Mezvinsky, head of KFC at Yum! Brands, to its Board of Directors. See our latest analysis for Valvoline. Valvoline’s latest board additions come as the stock trades at US$38.96, with a 1-day share price return of 1.70% and a 90-day share price return of 18.10%, while the 1-year total shareholder return is 8.58%. This points to momentum that has been stronger in the...

PPG Industries (PPG) has given investors fresh information to consider, with its board approving a 3-cents-per-share increase to a regular quarterly dividend of 74 cents, alongside the rollout of its PPG AEROVIEW virtual aircraft painter. See our latest analysis for PPG Industries. The recent dividend increase and launch of PPG AEROVIEW come as PPG Industries trades at US$116.0, with a 1-day share price return of 1.98% but a 30-day share price return down 5.87%. The 1-year total shareholder...

Why Zions Bancorporation Stock Is Back in Focus After Q2 Earnings Zions Bancorporation National Association (ZION) is drawing fresh attention after reporting second quarter 2026 results that showed higher net interest income, net income and earnings per share compared with the same period last year. Alongside the earnings release, Zions Bancorporation also confirmed the completion of a share repurchase tranche, adding another data point for investors assessing how the bank is balancing...

Regional and community bank stocks sit at the intersection of rising interest rates, small business credit demand, and loan quality, which can create very different outcomes for investors. With SBA loan rates moving higher for many borrowers and long term SBA 504 rates in the mid single digits, some banks may find their earnings power supported while others face pressure on loan growth. This article explains how that environment relates to a select group of financially solid U.S. regional and...

Wingstop recently marked National Chicken Wing Day by running its first five-day Wing Week promotion, while continuing to open new locations in markets such as Wisconsin and Northern Ireland. These moves highlight how Wingstop is leaning on promotions and franchise expansion to support traffic at a time of softer comparable sales. Now we’ll examine how Wing Week’s heavy promotions and ongoing global franchise expansion shape Wingstop’s existing investment narrative. We've uncovered the 9...

H.B. Fuller recently refinanced its existing credit facilities, securing US$420,000,000 in new Term A loans and expanding its revolving credit capacity to US$800,000,000 while extending maturities to July 2031 and slightly reducing interest margins, and also terminated an unused secured bridge facility. The board also declared a regular quarterly dividend of US$0.2450 per share for payment on August 13, 2026, highlighting continued cash returns to shareholders alongside improved funding...

AT&T (T) is back in focus after its second quarter 2026 earnings, with stronger-than-expected results, solid fiber and wireless subscriber gains, and a faster share buyback plan reshaping how investors view the stock. See our latest analysis for AT&T. AT&T’s recent Q2 report, price rises on legacy plans, and accelerated buybacks have been reflected in a 1-day share price return of 5.10% and a 7-day share price return of 10.64%. However, the 1-year total shareholder return is still down 9.77%...

AI infrastructure stocks sit at the intersection of powerful trends, where rising data center demand, energy volatility, and ongoing inflation pressures keep real-world capacity in focus. Instead of chasing every new AI app, this theme looks at the core “picks and shovels” that help run high-density computing, cooling, and electrical networks, and that convert usage into actual cash flow. With central banks watching inflation, energy prices swinging on geopolitical risk, and services activity...

OCC approval for Upstart Bank puts new business model in focus Upstart Holdings (UPST) has drawn fresh attention after the Office of the Comptroller of the Currency granted conditional approval for its proposed Upstart Bank, N.A., a key step toward operating an AI-centered national bank. See our latest analysis for Upstart Holdings. Despite the OCC approval drawing fresh interest to Upstart Holdings, the stock has been under pressure, with the share price down 19.99% over 30 days and the 1...

Resources Connection (RGP) has just posted its FY 2026 results, reporting fourth quarter revenue of US$106.1 million and a basic EPS loss of US$0.47, as the company continues to work through a period of weakened profitability. Over the last six quarters provided, revenue has moved from US$139.3 million in Q4 FY 2025 to US$106.1 million in Q4 FY 2026. Over the same period, quarterly basic EPS ranged from a loss of US$2.23 to a loss of US$0.07, before ending at a loss of US$0.47. For investors,...

Earlier this week, The Chefs' Warehouse, Inc. highlighted that its second‑quarter 2026 results were expected to show sales and earnings growth, supported by strong North American performance, premium hospitality demand, and efficiency gains from technology and pricing execution, despite ongoing cost and market pressures. An interesting angle for investors is how this emphasis on operating leverage and technology‑driven efficiencies could further reinforce the company’s focus on higher‑value,...

Earlier this month, PepsiCo’s board approved a quarterly dividend of US$1.48 per share, a 4 percent increase, payable on September 30, 2026 to shareholders of record as of September 4, 2026. This higher dividend, alongside pressure from activist investor Elliott Investment Management to refocus on core brands and lighten bottling exposure, highlights how capital allocation and portfolio priorities are becoming central to PepsiCo’s story. Next, we’ll examine how the dividend increase and...

Ameriprise Financial, Inc. has released its second-quarter 2026 results, reporting sales of US$341 million, total revenue of US$5,013 million, net income of US$1,113 million, and diluted earnings per share from continuing operations of US$11.98, while also declaring a quarterly dividend of US$1.70 per share payable on August 21, 2026. The combination of higher revenue and net income versus a year earlier, alongside the reaffirmed dividend, highlights the company’s emphasis on both business...

Ian T. Clark has resigned from the board of Corvus Pharmaceuticals, effective immediately. The change affects the governance structure of Corvus Pharmaceuticals, listed as NasdaqGM:CRVS. Investors may reassess the company’s leadership outlook and oversight following this departure. Corvus Pharmaceuticals, trading on NasdaqGM:CRVS, has seen very large gains over the past 1 year and 3 years, with the stock up 177.5% and roughly 5x respectively. The share price now stands at $13.07, with...

GDS Holdings has delivered a strong 3 year share price gain, while the broader valuation checks and current multiples now lean toward the stock being on the expensive side rather than a clear bargain. GDS Holdings has returned about 133.6% over the past 3 years, which puts recent share price strength front and center in any valuation discussion. Expectations that GDS Holdings can benefit from China’s planned investment in nationwide data center infrastructure may support rich growth...

On July 21, 2026, Barington Capital escalated its campaign against Chemed, urging a strategic review, cost cuts including executive perks such as personal aircraft use and sporting-event tickets, and proposing a new director to address what it describes as weak oversight. The activist’s claim that Chemed houses two strong but under-optimized businesses raises fresh questions about whether current management and board structures are fully unlocking their potential. Next, we’ll examine how...

In July 2026, Element Biosciences announced that a German court ruled Illumina infringed its DNA sequencing imaging patent, ordering Illumina to halt sales, recall affected MiSeq systems and consumables in Germany, refund customers, and accept joint liability for damages and litigation costs. At the same time, Illumina highlighted expansion of its Billion Cell Atlas alliance, underscoring how its vast CRISPR-based genomic dataset is becoming core infrastructure for AI-driven drug discovery...

Recently, Samsara reported that it has surpassed US$2.00 billion in annual recurring revenue, reflecting 30% year-over-year growth and unveiling its first major visual rebrand, including a redesigned owl logo and updated platform identity. The company also highlighted that its largest customers are increasingly using Samsara’s platform to run broader physical operations, extending usage beyond its telematics roots and reinforcing the role of its connected operations cloud. We’ll now examine...