U.S. Software Stock News

In early August 2026, EPAM Systems reported second-quarter 2026 results showing higher sales and net income year-on-year, confirmed full-year guidance, completed a US$632.49 million share repurchase program, and filed new shelf registrations for employee stock offerings. EPAM also highlighted accelerating traction in its AI-native business and its Advanced Partner role in the OpenAI Partner Network, underlining how AI-related services are becoming a more material contributor to its...

In August 2026, LivaNova PLC reported second-quarter 2026 sales of US$390.59 million and net income of US$108.57 million, with basic earnings per share from continuing operations rising to US$1.98. For the first half of 2026, the company’s turnaround was underscored by US$752.85 million in sales and a shift from a very large prior-year loss to net income of US$130.86 million. With this sharp improvement in profitability, we’ll now explore how LivaNova’s stronger earnings profile may...

Shopify stock has delivered a very strong 170.8% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium rather than on sale. The 170.8% three year return highlights how much optimism has already been priced into Shopify, which raises the bar for what future performance needs to justify. Recent enthusiasm around Shopify's AI driven commerce tools can support higher growth...

GEO Group (GEO) is back in focus after reporting second quarter 2026 results that showed higher revenue and net income, updated full year guidance, and new activity around ICE contracts and detention capacity. See our latest analysis for GEO Group. GEO Group’s latest earnings, buyback activity and new ICE contracts have coincided with strong momentum, with a 90 day share price return of 43.34%, a year to date share price return of 92.66% and a 3 year total shareholder return above 3x. If GEO...

On August 5, 2026, Commercial Metals Company (NYSE:CMC) increased its share repurchase authorization by US$600 million to US$1.45 billion and outlined plans to pursue U.S.-focused, early-stage construction acquisitions that complement its existing capabilities while preserving balance sheet strength. The combination of a larger buyback program and targeted M&A aimed at expanding its early-stage construction footprint could meaningfully influence how investors view Commercial Metals’ capital...

C3.ai (AI) stock is back in focus after Forrester Research named the company a Leader in its Q3 2026 AI platforms report, highlighting the C3 Agentic AI Platform and positive customer feedback. See our latest analysis for C3.ai. The Forrester recognition arrives during a short burst of momentum for C3.ai, with a 1-month share price return of 14.19% and a 90-day share price return of 16.27%. However, the year-to-date share price is still down 25.67% and the 1-year total shareholder return has...

Over the last 7 days, the United States market has risen by 2.7%, contributing to a substantial 21% increase over the past year. As earnings are forecast to grow by 17% annually, identifying stocks that are trading below their estimated intrinsic value could offer potential opportunities for investors seeking to capitalize on undervalued assets in this thriving market environment.

Over the last 7 days, the United States market has risen by 2.7%, contributing to a 21% increase over the past year, with earnings forecasted to grow by 17% annually. In this promising environment, growth companies with high insider ownership can be particularly appealing as they often signal strong confidence from those who know the business best.

The market has shown robust performance, with a 2.7% increase over the last week and a 21% rise in the past year, while earnings are expected to grow by 17% annually. In light of these conditions, investors may find value in exploring penny stocks—an older term that still signifies potential within smaller or emerging companies. By focusing on those with solid financials and growth potential, investors can uncover opportunities for both stability and upside in this unique segment of the market.

Over the last 7 days, the United States market has risen by 2.7%, contributing to a notable 21% climb over the past year, with earnings projected to grow by 17% annually in the coming years. In this thriving environment, dividend stocks that offer reliable yields and potential for steady income can be an attractive option for investors seeking stability alongside growth.

Lithia Motors, Inc. reported second-quarter 2026 revenue of US$9,791.3 million and net income of US$260.0 million, alongside higher diluted EPS from continuing operations year on year, while also approving a US$0.70 per-share dividend and advancing a long-running share repurchase program. An interesting angle for investors is Lithia’s use of buybacks, repurchasing 854,000 shares in the quarter and nearly half of the authorization since 2016, combined with a growing dividend, which together...

Builders FirstSource (BLDR) is back in focus after its latest quarterly update showed a shift to a small net loss and softer sales, alongside new full year 2026 revenue guidance. See our latest analysis for Builders FirstSource. The earnings miss and softer 2026 revenue outlook have weighed on sentiment around Builders FirstSource, with the share price at US$74.69 and year to date share price return down 28.62%. That sits against a 1 year total shareholder return that has fallen 41.99% and a...

In late July 2026, Sprouts Farmers Market reported second-quarter 2026 results showing higher sales of US$2,325.8 million but slightly lower net income of US$129.2 million year over year, alongside plans for 42 net new store openings and completion of a US$409.79 million share repurchase program under its 2025 authorization. The company also issued detailed third-quarter and full-year 2026 guidance, including expected diluted EPS, net sales growth, EBIT, and the projected impact of a 53rd...

Kadant Inc. reported second-quarter 2026 results on August 4, 2026, with sales rising to US$312.88 million and net income reaching US$32.47 million, alongside updated guidance for the third quarter and full year. The company highlighted strong contributions from both acquisitions and organic growth, supported by resilient aftermarket parts and services demand even as some large capital projects are postponed. With these results and raised full-year guidance, we’ll explore how Kadant’s...

Recently published industry research found that the global power device analyzer market is set to expand as electric vehicles, renewable energy systems, semiconductor manufacturing, and advanced industrial electronics grow, highlighting combined AC/DC analyzers and automotive applications as key demand drivers. Because Keysight Technologies is a major supplier in this niche, the anticipated rise in power device analyzer demand, especially in North America, could reinforce its role in testing...

Spectrum Brands Holdings reported fiscal third-quarter 2026 results with sales rising to US$753.3 million but swinging from prior-year net income of US$19.9 million to a net loss of US$26.8 million, largely due to a US$104.0 million impairment of intangible assets. Despite the quarterly loss, the company maintained its fiscal 2026 outlook for flat to low single digit net sales growth and continued its US$0.47 per-share quarterly dividend, signaling confidence in underlying operations and...

Earnings update that put Tyson Foods in focus Tyson Foods (TSN) recently reported third quarter and nine month results, alongside updated 2026 sales guidance. Together these provide fresh information on profitability, revenue trends, and how management currently views the year. See our latest analysis for Tyson Foods. Tyson Foods shares have eased in recent weeks, with a 90 day share price return of down 13.96% and a 7 day share price return of down 2.63%. However, the 1 year total...

Six Flags Entertainment Corporation recently reported its Q2 2026 results, with sales of US$120.47 million and revenue of US$864.92 million, while net loss widened to US$202.62 million and basic and diluted loss per share from continuing operations increased to US$1.99. Beneath the wider loss, management pointed to stronger same-park attendance, higher season-pass visitation, and improved adjusted EBITDA, supported by an expanded season-pass base and enhanced 2027 pass offerings. We’ll now...

Ecolab (ECL) is back in focus after reporting second quarter results along with a fresh dividend affirmation, giving you new information on earnings, cash generation and how the market is currently pricing the stock. See our latest analysis for Ecolab. Ecolab's recent earnings, dividend affirmation and ongoing share repurchases have played out against a steady upswing in the share price, with a 90 day share price return of 13.3% and a three year total shareholder return of 59.8% pointing to...

Earlier in 2026, Otis Worldwide, the world's largest elevator company, committed an additional US$50 million to strengthen its service operations, targeting maintenance quality, repairs, modernization capabilities, and customer retention after setbacks in its core service segment. This renewed focus on service performance is especially important because Otis generates the bulk of its profits from recurring service contracts rather than new equipment sales. Now we'll examine how Otis's...

CAVA Group (CAVA) shares are in focus after the company added Ulta Beauty executive Amiee Bayer-Thomas to its Board on July 29, 2026, expanding the Board to nine directors. See our latest analysis for CAVA Group. For context, CAVA Group’s recent board appointment comes as the stock trades at US$62.42, with a 30 day share price return that is down 13.52% and a 1 year total shareholder return that is down 24.16%. The 3 year total shareholder return is 30.45%, pointing to longer term investors...

Lakeland Financial (LKFN) just reported second quarter 2026 results, providing updated figures on profitability and balance sheet quality, along with new information on its share repurchase activity. See our latest analysis for Lakeland Financial. The earnings update and reduced net charge offs came after a steady climb in Lakeland Financial's share price, with a year to date share price return of 9.33% and a 3 year total shareholder return of 22%, suggesting that momentum has been building...

In early August 2026, Waste Management announced that it had successfully piloted remote-controlled landfill equipment at its Marana, Arizona site and is partnering with Caterpillar to test autonomous landfill compactors, aiming to boost safety, efficiency and operational visibility. This industry-first adoption of Caterpillar’s Cat Command technology positions Waste Management as an early mover in automating landfill operations, with potential implications for its cost structure and...

Chemed Corporation recently declared a quarterly cash dividend of US$0.70 per share payable on September 3, 2026, a US$0.10 increase from June’s payment, and reported second-quarter 2026 net income of US$67.7 million with higher earnings per share than a year earlier. This dividend hike marks Chemed’s 221st consecutive quarterly payout over 55 years as a public company, underlining a long-standing commitment to returning cash to shareholders alongside its ongoing share repurchase program and...