U.S. Software Stock News

Alexandria Real Estate Equities has had a difficult run over the past few years, yet current checks suggest the stock may now trade at a discount to its intrinsic value based on a Discounted Cash Flow (DCF) estimate and market multiples. The question for investors is whether that apparent discount adequately reflects the risks that have weighed on the share price. The share price has declined 68.4% over the past 5 years, which signals that expectations around the business and its cash flows...

Agilent Technologies (A) stock is in focus after the company received U.S. Food and Drug Administration approval for its PD-L1 IHC 28-8 pharmDx assay, a companion diagnostic for several gastrointestinal cancers. See our latest analysis for Agilent Technologies. Against this FDA approval backdrop, Agilent Technologies’ share price of $137.89 sits after a 7 day share price return of 5.86% and a 90 day share price return of 20.04%. The 1 year total shareholder return of 16.28% points to momentum...

Happen stock has delivered a strong 123.5% return over the past three years. However, the latest valuation checks and recent share price pullback leave the current pricing looking less straightforward than a simple momentum story. Over the past three years, Happen has returned 123.5%, which puts recent short term weakness into context for longer term holders. The recent rebrand to Happen Bank and Nasdaq listing may support higher growth expectations. At the same time, any disappointment in...

NVIDIA (NasdaqGS:NVDA) is committing $5b to Safe Superintelligence, a new AI safety venture led by a former OpenAI executive. The company is also helping launch the Open Secure AI Alliance to support open source AI and stronger cybersecurity standards. These moves highlight NVIDIA's focus on influencing how advanced AI systems are built, secured, and governed. NVIDIA enters this phase of AI investment with a current share price of $196.51 and a very large 5 year return, while the 1 year...

Avis Budget Group recently reported its latest quarterly results after the bell, with revenue outcomes measured against prior expectations for modest year-over-year growth. The stability of analyst estimates heading into the announcement underscored how closely investors were watching whether the company would simply stay on course rather than reset expectations. Next, we’ll examine how these earnings, released with analysts largely reaffirming forecasts, shape Avis Budget Group’s broader...

Planet Labs PBC has delivered a very strong share price run over the past three years, yet the current valuation checks lean expensive and suggest the stock is not screening as a clear bargain today. Planet Labs PBC has returned about 464.5% over three years, which puts more focus on whether the current price already reflects optimistic expectations. The company’s long term growth potential in earth observation and data services can support higher valuations. However, execution risk around...

Adient (ADNT) stock moves into focus after recent trading, with the share price at $20.72 as of 28 July 2026. Investors are weighing its seating-focused auto exposure and mixed return profile across different time frames. See our latest analysis for Adient. The recent 1-week share price return of 5.45% and year-to-date share price return of 8.82% contrast with a 1-year total shareholder return that is down 8.72%. This suggests Adient’s short-term momentum sits against a weaker long-term...

Penumbra (PEN) is back on investor radar after Novant Health reported successful clinical use of its newly cleared THUNDERBOLT computer assisted vacuum thrombectomy system for ischemic stroke treatment in North Carolina. See our latest analysis for Penumbra. Penumbra's recent THUNDERBOLT update comes as the stock trades at US$319.49, with a 1 year total shareholder return of 38.81%, while the 3 year total shareholder return of 5.32% and 5 year total shareholder return of 20.43% point to more...

Shareholders of Booz Allen Hamilton Holding Corporation ( NYSE:BAH ) will be pleased this week, given that the stock...

Earlier this month, Roblox Corporation launched Build, a mobile-first creation tab with AI tools that turn simple text prompts into playable games, while also rolling out new agent-based analytics, testing, and experimentation features and expanding access regionally. At the same time, Roblox faces an expanded securities class action over alleged misstatements about safety infrastructure and the impact of new age verification, highlighting the tension between growth, safety, and investor...

Diebold Nixdorf (DBD) heads into its upcoming earnings release with fresh analyst commentary highlighting expectations for solid execution and retail segment growth, after the company previously exceeded revenue and earnings forecasts. See our latest analysis for Diebold Nixdorf. At a latest share price of $90.74, Diebold Nixdorf has built clear positive momentum, with a 30 day share price return of 6.78% and a year to date share price return of 41.87%, alongside a 1 year total shareholder...

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

AppFolio earnings event and outlook AppFolio (APPF) drew fresh attention after reporting second quarter 2026 earnings on 23 July, with sales of US$281.12 million and net income of US$41.54 million, alongside a higher full year revenue outlook. See our latest analysis for AppFolio. Following the earnings release and higher full year outlook, AppFolio’s 1 month share price return of 8.42% stands out against a year to date share price decline of 26.75%. The 1 year total shareholder return is...

Earlier this year, Automatic Data Processing elevated Helena Almeida from AI legal officer to chief AI legal officer, expanding her remit to product compliance and oversight of the company’s responsible AI program across its payroll and HR platforms. This move underscores how ADP is tying AI governance directly to product design, aiming to build trust in tools like ADP Assist that flag payroll variances and compliance gaps before they become costly problems for clients. We’ll now examine how...

PTC (PTC) has put AI driven design in the spotlight after launching Onshape Labs and joining Rambam Health Care Campus and EOS GmbH to create a Digital Implant Engineering Center in Haifa. See our latest analysis for PTC. The recent AI focused announcements have come as PTC’s share price has been volatile, with a 1 day share price return of 5.64% and a year to date share price return that is down 26.39%, while the 1 year total shareholder return is down 38.62%. If this kind of AI led product...

KBR (KBR) has drawn fresh investor attention after winning a Project Management Consultant contract from Power2X for an eFuels project in Rotterdam, which is tied to Europe’s clean aviation and sustainable fuel ambitions. See our latest analysis for KBR. The Power2X contract and the recent Team ORION alliance with IBM and Unipart arrive after a mixed stretch for KBR, with the share price up 10.34% over the past month but still down 9.11% year to date, and a 1 year total shareholder return...

With semiconductor and AI stocks under pressure after a sharp global selloff, some investors are taking a fresh look at dividend payers outside the tech spotlight. The news-driven volatility around Nvidia and other chipmakers has not hit every corner of the market in the same way. Some companies with a focus on dividend stability and lower risk profiles may see sentiment shift in their favor, while others could still face indirect headwinds. This article walks through 3 stocks from a Non-Tech...

How Amcor’s recent performance frames the stock today Amcor (NYSE:AMCR) has drawn fresh attention after a stretch of positive share price performance, with the stock up 4.7% over the past week and 5.1% over the past month. For investors watching packaging companies, this move comes alongside annual revenue of US$22.19b and net income of US$678m, which help set expectations around the scale and earnings profile of the business. See our latest analysis for Amcor. Looking beyond this recent...

Polaris (PII) heads into its second quarter 2026 earnings report today, with traders watching how expected revenue growth and a recent pattern of outperformance against analyst estimates might influence sentiment around the stock. See our latest analysis for Polaris. Polaris shares trade at $74.70 and have built steady momentum ahead of the earnings call, with a 90 day share price return of 12.38% and a 1 year total shareholder return of 57.60%, contrasting with weaker 3 and 5 year total...

Devon Energy stock has delivered a strong 116.9% total return over the past 5 years, while its current valuation checks and market multiples still point to a company that screens as cheap rather than fully priced in. The 116.9% return over 5 years shows that long term holders have already seen strong gains, which raises the question of how much value is still left on the table. Future cash generation from Devon Energy's oil and gas operations can support the current share price, and exposure...

CEO commentary puts NuScale Power in focus NuScale Power (SMR) is back in the spotlight after CEO John Hopkins highlighted the potential impact of securing a power purchase agreement with a major utility by the end of 2026. For investors, that timeline and the prospect of longer term revenue visibility are drawing fresh attention to NuScale Power following a period of operational setbacks and increased interest in its approved small modular reactor design. See our latest analysis for NuScale...

Global markets are juggling inflation trends, shifting bond yields and central banks that remain firmly data dependent. In this kind of backdrop, many investors are looking for stocks where analysts already see solid earnings growth potential and balance sheets that can handle changing rates. That is exactly what the Healthy high growth potential screener focuses on. It filters for companies that analysts expect to grow earnings over the next 3 years while staying in an acceptable financial...

Joby Aviation and Virgin Atlantic previously signed a definitive multiyear agreement to launch Joby’s electric air taxi services in the U.K., integrating flights into Virgin Atlantic’s booking platforms and focusing on routes from hubs in London and Manchester. The deal makes Virgin Atlantic Joby’s exclusive airline partner for U.K. air taxi operations, highlighting Joby’s move to embed its service within an established long-haul airline network. We’ll now examine how this exclusive Virgin...

AI is no longer just about headline growth stories. As cheaper models and rising infrastructure costs reshape where profits may sit, the focus is shifting toward companies that help cut the AI bill rather than inflate it. This article looks at how recent news on open-weight models, hyperscaler spending plans, and geopolitical pressures is influencing cost-focused AI exposure. It will walk through 3 stocks from the AI Cost-Optimization Beneficiaries screener that appear well aligned with the...