U.S. Software Stock News

D-Market Elektronik Hizmetler ve Ticaret A.S. reported past second-quarter 2026 results showing sales of TRY 22,810.91 million versus TRY 22,120.3 million a year earlier, while net loss widened to TRY 1,889.59 million from TRY 956.25 million. For the first half of 2026, sales increased to TRY 47,570.13 million from TRY 42,268.65 million, but net loss nearly doubled to TRY 2,951.14 million, raising questions about how the company will balance growth with its funding needs and profitability...

Gilead Sciences (GILD) is back on investors’ radar after its new collaboration with Nucleai, which applies AI powered tissue analytics to antibody drug conjugate programs, alongside recently reported second quarter results and updated guidance. See our latest analysis for Gilead Sciences. Recent price action suggests investors are warming to Gilead Sciences again, with a 7 day share price return of 5.56% and a year to date share price return of 13.6% alongside the Nucleai collaboration, Q2...

Six Flags Entertainment (FUN) has drawn fresh attention after reporting second quarter 2026 results that showed lower revenue and larger net losses compared with the same period a year earlier. See our latest analysis for Six Flags Entertainment. Following the results, Six Flags Entertainment’s share price has moved to $16.68, with a 1-day share price return of 1.46% and a 7-day share price return of 5.90%. However, the 90-day share price return is down 21.76% and the 1-year total shareholder...

Active managers are under pressure as money keeps flowing out of stock pickers and into index funds, yet investor interest in higher fee areas like ETFs and alternatives is growing. That combination of strain and new demand is reshaping how US asset managers that touch private markets are valued. This article looks at three US Alternatives Focused Asset Managers from our screener that appear most exposed to the latest T Rowe Price headlines. The stocks highlighted below are just a starting...

Parker-Hannifin recently reported fourth-quarter 2026 results showing sales rising to US$5,755 million and net income reaching US$1,091 million, alongside full-year sales of US$21.50 billion and net income of US$3.65 billion, and issued fiscal 2027 guidance calling for reported sales growth of 5.5% to 8.5% and EPS of US$30.00 to US$31.00. The company also closed its acquisition of Filtration Group Corporation and highlighted higher long-term margin ambitions, underlining a push toward...

In the past week, Shopify Inc. reported second-quarter 2026 results showing revenue of US$3,583 million and net income of US$1,502 million, with earnings per share from continuing operations rising to US$1.16. The company paired this performance with guidance for low-thirties percentage revenue growth in the third quarter and emphasized AI-powered commerce tools, international expansion, and the Shop app as key drivers of its evolving business mix. We’ll now examine how Shopify’s stronger Q2...

Travelers Companies (NYSE:TRV) has appointed Anthony Jabbour to its Board of Directors. Jabbour, former CEO of Dun & Bradstreet Holdings and Black Knight, will serve on the Audit Committee. He will also join Travelers Companies' Risk Committee, adding experience from large financial services and technology businesses. For readers watching how leadership changes can reshape established insurers and financial companies, it is worth also looking at other high quality stocks that may be trading...

Lumen Technologies (LUMN) highlighted its ongoing transformation following its second quarter earnings on August 4, 2026, reporting a decline in sales but a sharply narrower net loss compared with a year earlier. See our latest analysis for Lumen Technologies. Lumen Technologies' latest earnings update lands after a choppy year for the stock, with the share price down 36% over the past 90 days. At the same time, a very large 3 year total shareholder return and a 47% 1 year total shareholder...

Global central banks are still wary of inflation, and rate paths remain uncertain. That keeps investors searching for sectors that can handle changing policy without relying on cheap money. Aerospace and defense stocks sit at the center of long term government spending plans, which can be less sensitive to short term cycles. This article highlights three stocks from the Aerospace And Defense screener that stand out on this theme. The three aerospace and defense stocks covered next are just a...

Kyndryl Holdings (KD) stock is back in focus after quarterly results showed pressure on sales and profitability from legacy business headwinds and changing IBM-related procurement, even as management highlighted improving trends in AI and consulting partnerships. See our latest analysis for Kyndryl Holdings. The recent 6.57% 1 day share price return and 20.07% 30 day share price return suggest some momentum is building again for Kyndryl Holdings, even though the year to date share price...

In early August 2026, CoStar Group and its Apartments.com unit issued updated U.S. retail and multifamily forecasts, calling for broadly stable vacancies and stronger rent growth driven by healthier tenant demand, limited new supply, and improved employment assumptions. These upgrades, which highlight store openings outpacing closures and faster absorption of excess apartment inventory, suggest CoStar’s data platforms are tracking a firmer underlying real estate backdrop than previously...

S&P Dow Jones Indices has confirmed that Sun Communities, Inc. will replace Webster Financial Corp. in the S&P MidCap 400, following Banco Santander’s acquisition of Webster, with the index change taking effect before trading on August 20, 2026. This index inclusion marks an important step for Sun Communities as a fully integrated REIT, potentially broadening its institutional investor visibility and index-linked ownership base. We’ll now examine how Sun Communities’ upcoming S&P MidCap 400...

Recently, Molina Healthcare reported strong first-quarter 2026 results that highlighted its core government-sponsored plans, while regulatory updates around Medicaid funding and risk-adjustment transfers improved visibility on its operating outlook. At the same time, Michael Burry’s increased stake in the insurer underscored investor interest in potential policy catalysts, even as Molina contends with rising medical costs and Marketplace headwinds. We’ll now examine how the stronger earnings...

Sportradar Group AG recently reported its second-quarter 2026 results, with sales rising to €377.82 million from €317.79 million a year earlier, but moving from net income of €49.25 million to a net loss of €3.52 million. For the first half of 2026, revenue increased to €724.33 million from €629.02 million, yet the company recorded a €9.8 million net loss versus €73.45 million net income previously, while also completing a US$422.32 million buyback of 26,000,000 shares, equal to 8.65% of its...

Why MetLife Stock Is Back in Focus After Earnings and Buyback News MetLife (MET) is on investors’ radar after second quarter 2026 results, a fresh look at its New Frontier strategy, and a new US$3b share repurchase authorization announced on 5 August 2026. See our latest analysis for MetLife. At a share price of US$97.47, MetLife has seen a 22.17% 90 day share price return and a 28.66% 1 year total shareholder return. This suggests building momentum as investors react to recent earnings, the...

Appian (APPN) is back in focus after its second quarter update highlighted faster growth in cloud subscriptions, a higher full year outlook for cloud revenue and margins, and fresh AI partnerships in insurance. See our latest analysis for Appian. The recent Q2 update and the new Open Underwriting Stack launch have coincided with a strong rebound in Appian’s share price, with a 30 day share price return of 46.98% and a 1 year total shareholder return of 24.49%, although the 5 year total...

Why Kenvue Stock Is Back in Focus After Q2 Results Kenvue (KVUE) moved back onto investor radar after reporting second quarter 2026 results on August 6, with higher sales, net income and earnings per share compared with the same period a year earlier. See our latest analysis for Kenvue. At a share price of $19.20, Kenvue has delivered a 12.22% share price return over the past 90 days and a 10.85% share price return year to date, while the 1 year total shareholder return is down 4.45%. This...

Guidewire Software stock has delivered a strong 131.2% return over the past three years, yet today the valuation signals are split, with a Discounted Cash Flow (DCF) estimate suggesting meaningful upside while market multiples point to a richer price and the broader checks lean cautious. Over the last three years, Guidewire Software has returned 131.2%, which puts recent share price strength front and center for anyone assessing upside from here. Investor expectations may be shaped by...

Nokia Oyj (NYSE:NOK) continues to attract attention after its recent share price move, with the stock closing at $10.56 on 12 July 2026. Investors are weighing this level against the company’s broader return profile. See our latest analysis for Nokia Oyj. The recent move to a US$10.56 share price follows a mixed pattern, with a strong year to date share price return of 62.21% and a much higher 1 year total shareholder return of 159.16%. This suggests momentum has strengthened over time as...

Earlier this month, CMS Energy’s Consumers Energy unit continued work on its statewide natural gas upgrade, replacing 149 miles of aging cast iron and steel pipeline across Michigan as part of its Natural Gas Delivery Plan, while the board also approved a US$0.2625 preferred dividend per Series C depositary share payable on October 15, 2026. This combination of large-scale infrastructure renewal to support system safety and reliability, alongside ongoing preferred dividends, highlights CMS...

On 11 August 2026, On Holding AG reported second-quarter sales of CHF 850.3 million and net income of CHF 105.0 million, reversing a net loss a year earlier and reaffirming full-year 2026 guidance for low-20% constant-currency sales growth. The results highlighted a sharp shift toward higher-margin direct-to-consumer sales and tighter control of wholesale shipments to protect premium pricing, even at the expense of headline revenue momentum. Now we’ll examine how prioritizing...

Coca-Cola recently appointed Luca Santandrea as General Director for its Poland and Baltic operations, building on his nearly 18-year tenure leading complex, cross-market initiatives within the company. This leadership change highlights how Coca-Cola is leaning on internally trained, regionally experienced managers to refine execution in important European growth markets. Next, we will examine how the stronger full-year guidance and upgraded earnings outlook could influence Coca-Cola’s...

Fastly stock has logged very strong gains over the past year, yet its valuation checks currently lean expensive, which raises a question about how much upside is already reflected in the US$30.02 share price. Fastly has returned 334.4% over the past year, which places recent performance well ahead of many typical single year moves and makes the current valuation more important to scrutinise. Expectations for Fastly to scale its edge computing and content delivery platform can support higher...

e.l.f. Beauty stock sits in an unusual spot right now. The company has delivered a very large 5 year gain for shareholders, yet the latest valuation checks paint a split picture, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples look rich. Over 5 years, e.l.f. Beauty shares are up 217.9%, which puts a lot of previous optimism already into the price. Raised medium term sales ambitions and expansion into hair care may support expectations...