U.S. Software Stock News

In the second quarter of 2026, SLB N.V. reported higher sales of US$8,972 million but lower net income of US$786 million year-on-year, reaffirmed its quarterly dividend at US$0.295 per share, completed a US$648 million buyback tranche, and issued guidance for sequential revenue growth in the third quarter and revenue above US$10 billion in the fourth quarter of 2026. Management’s outlook for continued revenue expansion, supported by growth in digital and production systems and framed around...

agilon health (AGL) drew investor attention after announcing that Chief Technology Officer Girish Venkatachaliah will leave his role on August 1, 2026, and will remain as a consultant through the end of the year. See our latest analysis for agilon health. The CTO transition comes at a volatile moment for agilon health, with the share price falling 6.54% over the last day and 22.71% over the last week, yet still showing a very large year to date share price return of around 4.5x and a 94.05%...

Plug Power (PLUG) is back in focus after launching its Project Quantum Leap restructuring program and agreeing to sell its Graham, Texas hydrogen project, moves that coincide with more optimistic Wall Street earnings estimates. See our latest analysis for Plug Power. At a latest share price of US$1.90, Plug Power’s short term share price momentum has been weak, with the stock down 26.6% over 30 days and 39.3% over 90 days. However, the 1 year total shareholder return of 22.6% contrasts...

Arrowhead Pharmaceuticals (ARWR) is back in focus after two late stage RNA interference programs hit important milestones. Plozasiran delivered positive Phase 3 topline data in severe hypertriglyceridemia, and zodasiran’s Phase 3 YOSEMITE trial has now completed enrollment. See our latest analysis for Arrowhead Pharmaceuticals. The recent late stage cardiometabolic data appear to be feeding into Arrowhead Pharmaceuticals’ share price momentum, with a 30 day share price return of 7.11% and a...

AbCellera Biologics Inc. recently announced a collaboration with Vertex Pharmaceuticals to research, develop, manufacture, and commercialize multispecific T-cell engagers for autoimmune diseases and other conditions, with AbCellera receiving US$28 million in upfront payments plus eligibility for milestones and tiered royalties. This agreement broadens the use of AbCellera’s T-cell engager platform while allowing Vertex to fund all R&D, potentially adding a new stream of partnered, downstream...

CubeSmart (CUBE) has reaffirmed its income return profile, with the Board of Trustees declaring a quarterly dividend of $0.53 per common share for the period ending September 30, 2026. See our latest analysis for CubeSmart. The reaffirmed dividend sits alongside a steady pick up in CubeSmart's share price momentum, with a 7 day share price return of 3.19% and a year to date share price return of 19.86%, while the 1 year total shareholder return is 9.09%. If CubeSmart's steady income and price...

Big tech’s heavy spending on artificial intelligence is suddenly under the microscope after Meta shares dropped 11% on plans to lift annual spending to as much as US$145b, even as quarterly profit fell 14% to US$6b and free cash flow slid to a five year low of US$784 million. With Google also facing questions around the pay off from high AI budgets, many investors are rethinking which companies might benefit or struggle as this theme plays out. This article looks at three business...

Over the last 7 days, the United States market has experienced a 2.6% drop, yet it remains up by 14% over the past year with earnings forecasted to grow by 17% annually. In this environment, identifying undervalued stocks can be a strategic approach for investors seeking opportunities where current prices may not fully reflect future growth potential.

Over the last 7 days, the United States market has experienced a 2.6% drop, yet it remains up by 14% over the past year with earnings forecasted to grow by 17% annually. In this environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business and potential alignment of interests between management and shareholders.

Over the last 7 days, the U.S. market has dropped 2.6%, but it has risen by 14% over the past year, with earnings projected to grow annually by 17% in the coming years. In light of these conditions, investors may find value in penny stocks—an investment area that still holds relevance despite being an older term. By focusing on companies with solid financials and potential for growth, investors can uncover opportunities among smaller or less-established firms that might offer both stability...

Federal Agricultural Mortgage (AGM) is back on investors’ radar after the company scheduled its Q2 2026 earnings release and conference call for after the market close on July 30, 2026. See our latest analysis for Federal Agricultural Mortgage. The upcoming Q2 2026 earnings date lands after a strong run, with Federal Agricultural Mortgage’s 90 day share price return of 22.94% and 1 year total shareholder return of 28.38% building momentum on a 5 year total shareholder return of 165.14%. If...

In the second quarter of 2026, AMC Entertainment Holdings reported revenue of US$1,596.7 million, up from US$1,397.9 million a year earlier, while its net loss widened to US$11.4 million and basic loss per share from continuing operations moved to US$0.02. The company also highlighted the exceptional performance of “The Odyssey,” which delivered the strongest two-week IMAX run in history, underscoring how premium formats and sold-out high-end showtimes are becoming a critical driver of...

BWX Technologies has delivered a very strong run over the last five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiple checks currently point to the stock trading at a premium to those fundamentals. BWX Technologies has returned 215.2% over five years, which sets a high bar for any further upside to be supported by fundamentals. The company’s valuation can be supported by expectations for continued cash flow generation from its core defense and...

United Therapeutics (UTHR) stock is in focus after the company reported statistically significant phase 3 ADVANCE OUTCOMES results for its investigational PAH therapy ralinepag, with full data recently published in The Lancet. See our latest analysis for United Therapeutics. The latest ralinepag data and board appointment of Dr. Victor Dzau come as United Therapeutics trades at US$524.70, with the share price return up 5.63% year to date but the 90-day share price return down 8.16%. Over a...

Chubb stock has delivered a strong 126.4% total return over the past 5 years, yet the current checks send a mixed message, with the Excess Returns intrinsic value estimate suggesting the shares trade at a sizeable discount while the broader valuation framework does not flag the stock as an obvious bargain. Over 5 years, Chubb has returned 126.4%, which puts recent share price strength at the center of any valuation discussion. Future expectations for underwriting quality and capital...

In July 2026, Harley-Davidson, Inc. reported that second-quarter net income fell to US$79.81 million from US$107.57 million a year earlier, with first-half net income dropping to US$104.58 million from US$240.67 million, while continuing to execute its share repurchase program. Despite the weaker earnings, Harley-Davidson has completed repurchases totaling 24,470,194 shares for about US$1.33 billion since July 2024, signaling ongoing capital returns even as profitability softens. Next, we’ll...

FMC earnings jolt investor focus FMC (FMC) is in the spotlight after reporting second quarter 2026 results that showed lower sales and a move from profit to loss, alongside updated revenue guidance pointing to a full year decline. See our latest analysis for FMC. The earnings miss and lower full year revenue guidance have come alongside heavy selling in FMC, with the share price down 8.5% on the day of the report and the 1 year total shareholder return falling 74.9%. This hints at fading...

Omnicom Group walked into this earnings print with the stock quietly grinding higher in recent weeks. Today that calm broke. Shares were down about 4% intraday after the release, even as the core advertising and marketing engine delivered a sharp earnings punch. The headline this quarter is profit power, not top line drama. Non GAAP adjusted earnings per share landed at US$2.65, and core adjusted EBITA margin sat near 17.8%. That is the story the market is wrestling with: a lower share price...

Old National Bancorp recently reported second-quarter 2026 results, with net interest income of US$578.99 million, net income of US$253.41 million, diluted EPS of US$0.65, net charge-offs of US$32.2 million, and completion of a buyback totaling 5,148,549 shares for US$123.5 million. This combination of higher earnings, stable credit costs, and active capital return gives investors fresh information on the bank’s current profitability and balance sheet management. We’ll now assess how this...

Eastern Bankshares (EBC) is back in focus after issuing a slightly lower net interest income outlook for 2026, shortly after reporting second quarter results and updating investors on dividends and share repurchases. See our latest analysis for Eastern Bankshares. Eastern Bankshares shares have had a strong run, with a year to date share price return of 24.27% and a 1 year total shareholder return of 51.24% that reflects both price gains and dividends. The recent 2.17% single day decline and...

Madrigal Pharmaceuticals, Inc. has reported past second-quarter 2026 results showing a net loss of US$57.94 million and basic and diluted loss per share of US$1.99, widening from US$42.28 million and US$1.50 per share a year earlier, despite beating analyst expectations on earnings and revenue. Alongside this, the company highlighted growing Rezdiffra sales in MASH, new patents extending protection for resmetirom, and the start of Phase 1 testing for its oral GLP-1 candidate MGL-2086 aimed...

In recent weeks, Bitmine Immersion Technologies accelerated its Ethereum accumulation to nearly 5% of circulating supply and stepped up a US$4.00 billion share repurchase program, while its chairman publicly emphasized Ethereum’s growing role in digital asset infrastructure and policy debates. This combination of aggressive treasury activity and vocal advocacy has positioned Bitmine as a high-profile proxy for institutional interest in Ethereum’s broader ecosystem. We’ll now examine how...

Why the upcoming Q2 2026 earnings date matters for Hub Group Hub Group (HUBG) is set to report estimated Q2 2026 results on July 30, an event that puts fresh attention on the stock after a period of mixed operating signals. With revenue and net income figures already available for the most recent full year, and a recent share price of US$47.69, the upcoming update provides a new checkpoint on how the business is tracking. See our latest analysis for Hub Group. The upcoming Q2 update lands as...

Columbia Banking System (COLB) drew fresh attention on July 23, 2026, after reporting second quarter earnings, updated net charge-offs of $30 million, and progress on a multi-hundred-million-dollar share repurchase. See our latest analysis for Columbia Banking System. At a share price of $30.78, Columbia Banking System has seen short term share price pressure, with a 7 day share price return down 5.67%, while the year to date share price return of 9.19% and 1 year total shareholder return of...