U.S. Software Stock News

Quintas Energy recently announced it has selected Box, Inc. as its Intelligent Content Management platform to support a 2026 digital transformation program, integrating Box Enterprise Advanced with its proprietary systems to manage documentation, data governance, and operational workflows across complex renewable energy portfolios. This client win underscores Box’s growing role as a secure, AI-enabled content layer for highly regulated, document-intensive industries where operational...

Meta’s renewed push into open source AI, fresh models for developers, and a new US$1b community fund for data center regions all point to one thing: the digital plumbing behind AI is back in the spotlight. For investors, that can mean fresh attention on companies tied to power, cooling, and connectivity. This article walks through three data center infrastructure stocks exposed to these Meta headlines and why they may be worth a closer look. The stocks in the article below are just a starting...

Dividend decision puts PVH in focus for income oriented investors PVH (PVH) has affirmed a quarterly cash dividend of $0.0375 per share, payable on September 23, 2026, to shareholders of record on September 2, 2026. This decision provides investors with new information about the company’s capital return approach. See our latest analysis for PVH. PVH’s recent dividend decision comes after a period of solid momentum, with a 30 day share price return of 9.78% and a year to date share price...

In early August 2026, GLOBALFOUNDRIES Inc. reported second-quarter 2026 results showing sales of US$1,786 million, higher than a year earlier, but with net income and earnings per share from continuing operations lower year on year, alongside new third-quarter guidance and a confirmed quarterly dividend of US$0.1200 per share. At the same time, the company signed a letter of intent with the U.S. Department of Commerce for a planned US$300 million CHIPS R&D award and a roughly 1% equity...

Commvault Systems (CVLT) is in focus after announcing a new integration with Google LLC Threat Intelligence. The move expands its Threat Scan workflows and AI-enabled recovery features for customers concerned about cyber risks. See our latest analysis for Commvault Systems. The latest Google Threat Intelligence integration has arrived alongside several other updates, including fresh earnings, new subscription guidance for fiscal 2027 and ongoing share repurchases, which together keep...

Atlas Energy Solutions Inc. has reported past second-quarter 2026 results showing sales of US$26.97 million and revenue of US$293.18 million, alongside a wider net loss of US$25.10 million, while also expanding its autonomous truck operations in the Permian Basin with Kodiak AI, Inc. to a second load-out point. The combination of higher sales, deeper losses, and a plan to grow its driverless fleet to 100 trucks by mid-2027 highlights both operational progress and the cost and execution...

In early August 2026, Clearway Energy reported second-quarter 2026 results showing higher sales and net income than a year earlier, raised full-year earnings guidance, increased its quarterly dividend to US$0.4750 per Class C share, and filed both a US$100 million at-the-market equity program and an omnibus shelf registration for multiple securities. Together, the stronger quarterly performance, higher dividend, and added financing flexibility highlight management’s focus on funding growth...

In the second quarter of 2026, Allison Transmission Holdings, Inc. reported US$1,566 million in sales, US$181 million in net income, a US$2 million impairment on long-lived assets tied to certain electrified products, and continued its long-running buyback by repurchasing 379,676 shares for US$46 million. At the same time, the company raised its full-year 2026 guidance, projecting consolidated net sales of US$5,800 million to US$6,000 million and net income of US$600 million to US$700...

Hormel Foods (HRL) shares are in focus after the company announced that President John Ghingo will become chief executive officer in late October 2026, succeeding interim CEO Jeff Ettinger. See our latest analysis for Hormel Foods. The CEO transition news lands after a mixed period for Hormel Foods, with the share price rising 23.98% over the past 90 days but the 1 year total shareholder return declining 7.87%. This suggests recent momentum is improving while longer term returns remain...

KB Home (KBH) is drawing fresh attention after announcing several new communities in California and Nevada, including Aurora at One Lake in Fairfield, Poppy and Quinn in Valencia, and Elowen in Las Vegas. See our latest analysis for KB Home. The fresh community launches appear to be coinciding with stronger interest in KB Home, with a 90 day share price return of 24.85% and a 5 year total shareholder return of 46.25% pointing to positive longer term momentum. If you are curious about what...

JBT Marel Corporation recently reported second-quarter 2026 results showing higher sales of US$981 million and net income of US$28 million, reaffirmed full-year 2026 revenue guidance of US$3.99 billion to US$4.07 billion with GAAP diluted EPS of US$4.20 to US$4.70, recognized US$33 million of intangible asset impairments, completed a US$26 million share buyback of 200,000 shares, and previously declared a quarterly cash dividend of US$0.10 per share that was paid on August 31, 2026 to...

V2X (VVX) has drawn fresh investor attention after securing two multi year U.S. defense support contracts worth up to a combined $587 million, along with reporting higher quarterly earnings and raising full year 2026 guidance. See our latest analysis for V2X. These contract wins and higher guidance sit alongside a strong recent run in V2X’s stock, with a 30 day share price return of 12.56% and a year to date gain of 51.93%. The 1 year total shareholder return of 59.47% points to momentum that...

Nexstar Media Group (NXST) drew fresh attention after reporting second quarter 2026 results, with higher sales, net income and earnings per share compared with a year earlier, alongside a recently affirmed quarterly cash dividend. See our latest analysis for Nexstar Media Group. Nexstar Media Group's latest earnings and dividend update arrives after a mixed stretch for the stock. A 1-month share price return of 11.34% contrasts with a share price that is down 7.21% year to date and a 1-year...

Jacobs Solutions Inc. has reported past third-quarter 2026 results showing sales of US$4,076.41 million, up from US$3,031.77 million a year earlier, while quarterly net income decreased to US$136.55 million from US$179.61 million, alongside a declared quarterly dividend of US$0.36 per share. At the same time, Jacobs was selected by LA Metro and Clark Construction to design and build advanced zero-emission bus charging infrastructure ahead of the 2028 Olympic and Paralympic Games,...

Leadership changes at Berkley Re and what they might mean for W. R. Berkley stock W. R. Berkley (WRB) has reshaped leadership across its reinsurance operations, appointing Daniel R. Westcott as executive vice president and naming Robert R. Coyne, Jr. and Robert C. Hewitt to new roles at Berkley Re. See our latest analysis for W. R. Berkley. At a last close of US$71.60, W. R. Berkley’s share price has eased slightly over the past month, although the 90 day share price return of 7.57% and a 5...

LifeStance Health Group recently reported its second-quarter 2026 results, posting US$435.35 million in sales and returning to profitability, while also completing a buyback of 13,000,000 shares for US$97.19 million under a previously announced program and launching a new authorization of up to US$100 million in repurchases. Alongside raising both third-quarter and full-year 2026 revenue guidance, management pointed to clinician productivity gains, specialty service growth, and improved...

Noble Corporation plc recently reported second-quarter 2026 results showing revenue of US$719.69 million and a net loss of US$36.68 million, while also completing a share repurchase program totaling 1,048,262 shares for US$29.82 million and affirming a US$0.50 quarterly dividend for payment in September 2026. The shift from profit to loss, combined with slightly reduced full-year 2026 revenue guidance to US$2.8–US$2.9 billion, highlights pressure on Noble’s current operations even as it...

Lennar has held the Grand Opening of Sutton and Hollis, two new single-family home collections at Valencia in Santa Clarita Valley, offering six floorplans ranging from 2,663 to 3,555 square feet with pricing starting in the low US$1,000,000s. By adding higher-end homes with resort-style amenities and access to highly rated schools in a sought-after Southern California master-planned community, Lennar is broadening its product mix to appeal to a range of lifestyle-focused buyers. Next, we’ll...

In the past quarter, ArcBest Corporation reported second-quarter 2026 results showing sales rising to US$1,184.53 million while swinging from net income of US$25.81 million to a net loss of US$13.82 million, with losses per share replacing prior-year earnings. Alongside these results, ArcBest completed a very large, long-running buyback program totaling 7,802,528 shares for US$507.23 million, while introducing cost-saving organizational changes and its new ArcBestView digital logistics...

Alvotech announced that the U.S. Food and Drug Administration has closed its May 2026 inspection of the company’s Reykjavik, Iceland manufacturing facility with a Voluntary Action Indicated classification, confirming that the actions taken have addressed the FDA’s observations and allowing the company to continue advancing multiple Biologics License Applications for its biosimilar candidates. This outcome, together with recent resubmissions and acceptance of BLAs for biosimilars to Simponi,...

Berkshire Hathaway (NYSE:BRK.B) reported Q2 2026 results that included a clear shift in capital allocation under new CEO Greg Abel. The company executed significant share buybacks in Q2 2026, marking its largest quarterly repurchase since 2021. Berkshire initiated a sizable new equity position in Alphabet and returned to being a net buyer of stocks using part of its large cash balance. This renewed appetite for deploying cash into equities points to a broader theme of capital return and...

Medical Properties Trust, Inc. has reported past second-quarter 2026 results showing sales of US$236.71 million and revenue of US$259.28 million, with the quarterly net loss narrowing sharply to US$2.6 million and six‑month results swinging to net income of US$30.23 million. Alongside these mixed earnings, the company unveiled a roughly US$2.40 billion secured notes transaction, asset sales expected to raise about US$172 million, and a new US$55.92 million shelf registration, underscoring a...

MannKind (MNKD) recently drew investor attention after reporting positive topline Phase 1b INFLO-1 data for its inhaled nintedanib therapy in idiopathic pulmonary fibrosis patients, highlighting safety, tolerability, and effective deep lung delivery. See our latest analysis for MannKind. The INFLO-1 update has come alongside a sharp move in MannKind’s stock, with a 1-day share price return of 5.66% and a 90-day share price return of 25.30%. However, the year-to-date share price return is down...

SLB has more than doubled investors' money over the past five years, yet its current share price near US$50.53 still sits well below an intrinsic value estimate from a Discounted Cash Flow (DCF) model that points to a 43.6% discount. With that backdrop, recent headlines around offshore stimulation work with Equinor and AI driven drilling operations with ADNOC are being weighed against a reported profit decline linked to disruptions in the Middle East. SLB has returned 103.0% over 5 years,...