U.S. Software Stock News

Alibaba Group Holding stock has delivered a 50.3% gain over the past three years, while current valuation checks suggest the market price still sits at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model. For investors who have watched the recent focus on Alibaba's AI efforts and legal headlines, the key issue now is whether that apparent discount fairly reflects both the opportunities and the risks. A 50.3% return over three years points to value creation...

Why Monster Beverage Stock Is Back in Focus After Q2 2026 Results Monster Beverage (MNST) has drawn fresh attention after reporting its second quarter 2026 results on 6 August, with higher sales and net income, as well as active discussion of its international revenue mix. See our latest analysis for Monster Beverage. Monster Beverage shares trade at US$91.43 after the latest results, with a 90 day share price return of 6.47% and a year to date share price return of 20.05%. The 1 year total...

eBay stock has delivered a very strong 157.8% return over the past three years, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while market based multiples look closer to fairly priced. Over the last three years, eBay has returned 157.8%, which puts extra focus on whether today’s price still leaves enough room above intrinsic value. Recent growth in luxury resale, collectibles and apparel, helped by AI powered...

In early August 2026, JPMorgan Chase & Co. completed a US$31.61 billion share repurchase program totaling 103,908,717 shares and continued issuing a wide range of fixed‑rate notes while its Kinexys blockchain platform gained real‑world traction with partners such as Dukhan Bank and Schroders. At the same time, rising earnings estimates, inclusion in the Zacks Rank #1 (Strong Buy) list, and JPMorgan’s expanding role in AI financing and tokenised finance have reinforced perceptions of its...

PTC Therapeutics (PTCT) reported second quarter 2026 results that shifted from a loss a year ago to net income of US$83.5 million, along with higher full year revenue guidance of US$1.18b to US$1.28b. See our latest analysis for PTC Therapeutics. The latest earnings update and raised revenue guidance appear to have shifted sentiment around PTC Therapeutics. The share price is up 9.56% over the past week but down 12.04% over the past month, while a 72.36% 1 year total shareholder return points...

Sociedad Química y Minera de Chile S.A. and Wesfarmers have approved expanding the Mt Holland lithium project in Australia, aiming to double annual spodumene concentrate output to about 760,000 tonnes and add a new ore sorting facility, with SQM expecting to invest roughly US$450 million to US$500 million. The expansion gives SQM more flexibility to either feed any future increase in downstream processing at the Kwinana refinery or sell higher volumes of concentrate directly into the lithium...

In late July 2026, Pagaya Technologies reported stronger second-quarter and first-half results, with year-over-year increases in revenue, net income, and earnings per share. Alongside raising its 2026 guidance and closing a record US$900 million AAA-rated personal loan ABS deal, the company highlighted expanding investor appetite for its platform and funding model. We’ll now explore how this earnings beat and raised full-year outlook may influence Pagaya’s existing investment narrative built...

AI related spending now accounts for a large share of US$1.5 trillion in expected S&P 500 capex and corporate earnings are reported up 32%, which helps explain why JPMorgan recently lifted its S&P 500 target to 8,000. That kind of backdrop can quickly reward or punish companies exposed to this surge. This article walks through three US stocks from our earnings growth screener that appear tightly linked to these trends. The three stocks below are just a starting sample from this earnings...

BKV Corporation recently reported past second-quarter 2026 results showing sales of US$74.36 million and revenue of US$465.54 million, alongside higher total production of 89,021 MMcfe compared with the prior year. Despite year-to-date net income rising to US$119.88 million and record adjusted earnings, quarterly profit per share eased as BKV invested in expanding production and carbon capture projects. We’ll now examine how BKV’s stronger production and new carbon capture facilities could...

Acadian Asset Management Inc. previously reported second-quarter 2026 results showing revenue of US$185.1 million and net income of US$27.3 million, alongside a board-approved quarterly interim dividend of US$0.10 per share payable on September 25, 2026 to shareholders of record on September 11, 2026. The company also disclosed that it had completed repurchases of 2,094,555 shares for US$63.26 million under its ongoing buyback program, reducing its share count and underscoring management’s...

With the Iran conflict straining global oil flows and the Jones Act waiver reshaping how fuel moves between U.S. ports, domestic infrastructure and logistics stocks suddenly sit closer to the action than many investors expected. Supply chains are being rerouted, costs are shifting and some companies could see fresh demand while others face new pressure. This article spotlights 3 stocks exposed to these crosscurrents and explains what their roles might mean for your portfolio. The three...

Recent board changes at Uranium Royalty (NasdaqCM:UROY) have put governance in focus after a busy few weeks that also included fresh annual results, a new shelf registration, and a voluntary SEC deregistration. See our latest analysis for Uranium Royalty. Against this backdrop of board changes, annual results and new capital plans, Uranium Royalty’s share price has moved sharply in recent weeks, with a 30 day share price return of 50.18% and a 1 year total shareholder return of 60.70%, which...

Klaviyo, Inc. reported its second-quarter 2026 results with revenue rising to US$370.58 million, losses narrowing to US$8.85 million, raised guidance for both the third quarter and full year, and announced the acquisition of AI-native customer success firm Agency alongside ongoing share repurchases. The Agency acquisition brings co-founder Elias Torres in as Chief Product Officer to lead Klaviyo's AI agent product line, underlining the company’s focus on AI-powered customer engagement tools...

Tilley Harley-Davidson previously hosted its Freedom Revival, a 1970s-themed classic motorcycle show at its Statesville, North Carolina dealership, showcasing vintage Shovelhead and Ironhead models alongside highlighted pre-owned CVO Street Glide bikes. At the same time, Harley-Davidson’s relatively low motorcycle sales and weak free cash flow margin have drawn attention to underlying operational and financial strains. We’ll now examine how softer core motorcycle demand, and the resulting...

UroGen Pharma’s recently reported Q2 2026 results showed sales rising to US$72.46 million from US$24.22 million a year earlier, while net loss narrowed to US$14.35 million and basic loss per share improved to US$0.28. Across the first half of 2026, the company almost tripled sales to US$123.42 million and roughly halved its net loss, pointing to emerging operating leverage as revenue scales despite continued losses. We’ll now examine how this sharp revenue growth and narrowed loss profile...

Equity offering and shelf registration reshape the picture for Xenia Hotels & Resorts stock Xenia Hotels & Resorts (XHR) has just completed a US$136.9 million at the market common stock offering and filed a new US$200 million shelf registration. This provides the company with fresh funding capacity that investors will likely watch closely. See our latest analysis for Xenia Hotels & Resorts. Despite a recent pullback, with a 7 day share price return of down 7.9% and a 30 day share price return...

FedEx has recently deployed Dexterity’s dual-armed Mech robotic trailer-loading systems at its Hagerstown Hub in Maryland, automating a key part of its ground operations. This move highlights how FedEx is deepening its use of warehouse robotics to ease physically demanding work and potentially boost network efficiency. We’ll now examine how FedEx’s adoption of robotic trailer loading could influence its cost-saving DRIVE program and broader investment narrative. Invest in the nuclear...

AvalonBay Communities (AVB) has drawn fresh attention after recent share price moves, with the stock down about 4% over the past month and roughly 2% over the past 3 months. See our latest analysis for AvalonBay Communities. Against that backdrop, AvalonBay Communities has seen near term momentum fade, with recent share price returns over 7 and 30 days both in decline, while the 1 year total shareholder return of 3.3% points to a more modest longer term outcome. If you are reassessing your...

Ingevity Corporation reported past second-quarter 2026 results with sales of US$314.1 million, net income of US$35.3 million, and diluted earnings per share from continuing operations of US$1.13, alongside ongoing progress on portfolio reshaping and a completed share repurchase of 493,375 shares for US$35 million under its 2022 buyback program. The shift from a prior-year loss to profitability, combined with higher full-year adjusted EBITDA and EPS guidance, highlights management’s...

Vistance Networks (VISN) has drawn fresh attention after reporting second quarter earnings along with a special $5.00 per share cash distribution, a combination that puts both recent profit trends and capital returns in focus for shareholders. See our latest analysis for Vistance Networks. Alongside the stronger earnings and the special distribution, Vistance Networks has seen mixed share price momentum, with the share price down 37.46% year to date but a very large 3 year total shareholder...

Universal Technical Institute (UTI) is back in focus after its latest earnings update, which combined higher third quarter revenue and new student starts with a reduced fiscal 2026 outlook tied to enrollment mix and guidance revisions. See our latest analysis for Universal Technical Institute. The earnings update and lowered fiscal 2026 guidance have clearly shifted sentiment, with Universal Technical Institute’s share price falling 35.33% over the past week and 44.85% over the past month,...

With fresh tariffs on 60 key U.S. trading partners drawing a hard line on forced labor, the spotlight has swung to companies that rely more on domestic supply chains than global ones. This shift could reshape where risks and potential opportunities sit in your portfolio, especially as costs and inflation pressures ripple through. This article walks through three U.S.-focused stocks exposed to the tariff story and explains why they may warrant closer attention now. The three stocks covered...

Why Bank of New York Mellon Corporation Stock Is Back in Focus Bank of New York Mellon Corporation (BNY) is back on investors’ radar after fresh moves in digital assets, including a new staking partnership with Galaxy Digital and the rollout of tokenized fund and transfer agency capabilities. See our latest analysis for Bank of New York Mellon. Alongside these digital asset moves, the BNY share price has been firm, with a 1-month share price return of 4.94% and a 90-day share price return of...

MoonLake Immunotherapeutics reported second-quarter 2026 results, posting a net loss of US$61.81 million (US$0.84 basic loss per share) and announcing that its Phase 3 IZAR-1 trial of sonelokimab in biologic-naïve adults with active psoriatic arthritis met all clinical endpoints at Week 16. The trial’s topline data showed clinically meaningful improvements across joint, skin and quality-of-life measures, reinforcing sonelokimab’s potential to address multiple manifestations of psoriatic...