U.S. Software Stock News

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...

Pathward Financial (CASH) has drawn investor attention after recent share price moves, with the stock last closing at US$86.85. That puts current market value near US$1.83b, focused on US-based banking and financial services. See our latest analysis for Pathward Financial. Recent trading has been softer, with the share price down 4.3% over the past week and 3.8% over the past month. Even so, Pathward Financial still shows a 20.8% year to date share price return and a 79.8% three year total...

In July 2026, NextNav Inc. announced an agreement with Safran Electronics & Defense to integrate and test interoperability between NextNav’s terrestrial 5G positioning, navigation and timing (PNT) network in Santa Clara County and Safran’s timing and navigation receiver for mission‑critical uses such as drones, autonomous systems, critical infrastructure and public safety operations. This collaboration highlights how 5G‑powered 3D PNT could strengthen resilience alongside GPS and other GNSS...

Hertz Global Holdings earnings jump back into profit Hertz Global Holdings (HTZ) has drawn fresh attention after reporting second quarter 2026 results that shifted from a loss last year to a net income, alongside higher quarterly and half year sales despite recent index removals. See our latest analysis for Hertz Global Holdings. The latest earnings news comes after a volatile spell for Hertz Global Holdings, with a 48.37% 7 day share price return and 12.38% 1 day move, contrasting with a...

Sezzle (NasdaqCM:SEZL) is back in focus after raising its 2026 total revenue growth guidance to 35%, alongside second quarter earnings and a new US$300 million credit facility that lowers funding costs. See our latest analysis for Sezzle. Sezzle's share price has been volatile around the latest guidance and earnings, with the stock down 34.2% on a 30 day share price return but still up 81.2% year to date and delivering a 35.2% total shareholder return over the past year. This points to strong...

In the past, Viridian Therapeutics reported second-quarter 2026 results showing revenue of US$284,000 versus US$75,000 a year earlier, alongside a wider net loss of US$127.12 million and basic loss per share of US$1.05 from continuing operations. For the first half of 2026, revenue rose to US$425,000 from US$147,000 while net loss increased to US$232.02 million and basic loss per share edged up to US$1.95, highlighting growing expenses outpacing early-stage revenue. Next, we will examine how...

Why Freedom Holding’s Latest Earnings Have Drawn Investor Focus Freedom Holding (FRHC) reported first quarter results for the period ended June 30, 2026, with revenue of US$732.53 million and net income of US$31.66 million, compared with US$523.98 million and US$37.36 million a year earlier. See our latest analysis for Freedom Holding. Freedom Holding’s share price has pulled back recently, with a 30 day share price return down 10.30%. However, the year to date share price return is up 19.92%...

Cactus earnings, dividend move and softer outlook Cactus (WHD) has drawn investor attention after reporting higher second quarter revenue and net income compared with last year, approving a 7% dividend increase, and guiding to slightly lower revenue in the coming quarter. This combination of strong recent results, a higher cash return to shareholders, and a cautious short term outlook follows a strong share price run into August 2026. See our latest analysis for Cactus. Cactus has gained...

Heritage Insurance Holdings (HRTG) just posted record second quarter net income of $61.7 million, with stronger underwriting metrics and sizable reinsurance savings drawing fresh attention to the stock after the August 5 earnings release. See our latest analysis for Heritage Insurance Holdings. The share price reaction has been volatile around the August 5 earnings release, with a 1 day share price return that declined 7.02%, but a 90 day share price return of 42.29% and a 1 year total...

Recent commentary on UiPath (PATH) has focused on a slowdown in its revenue growth compared with its longer term trend. This has prompted a more cautious tone around demand and future expectations for the stock. See our latest analysis for UiPath. Against this backdrop, UiPath’s recent share price momentum has been strong, with a 30 day share price return of 28.85% and a 90 day share price return of 50.35%. This comes even though the year to date share price return is down 5.23% and the five...

In late July 2026, Boston Scientific reported higher quarterly and half‑year sales and earnings, then in August disclosed multiple voluntary Class II recalls affecting FARASTAR pulsed field ablation generators, FARADRIVE steerable sheaths and the TheraSphere 360 Y‑90 Management Platform software across US and international markets. While most affected FARASTAR units were limited in number and linked to labeling discrepancies, the FARADRIVE sheath recalls involve hundreds of thousands of...