U.S. Software Stock News

AI and tech related earnings updates are back in focus, with companies such as Applied Materials and Cisco under close watch for how much capital is now flowing into artificial intelligence infrastructure. This wave of spending interest puts stocks tied to chips, cloud and software in the spotlight. This article highlights three stocks from the Artificial Intelligence Stocks screener that sit at the heart of this shift and explains what makes each one stand out. The three companies featured...

Bandwidth (BAND) drew investor attention after its latest earnings report on July 29, 2026, which highlighted year-over-year revenue growth, a move from loss to profit, and higher full year revenue guidance. See our latest analysis for Bandwidth. The earnings release and raised guidance on July 29, 2026 come after a sharp recent pullback, with a 30-day share price return of a 30.17% decline. However, momentum over the longer term has been stronger, as the year-to-date share price return is...

Recent momentum in NovoCure (NVCR) stock has been closely tied to renewed optimism around its tumor treating fields devices and the possibility of upcoming FDA approval, which has kept investor attention firmly on the company. See our latest analysis for NovoCure. That optimism has fed into a strong short term trend for NovoCure, with a 1 day share price return of 5.61% and a 7 day share price return of 12.99%. The 1 year total shareholder return sits at 58.81%, despite a 3 year total...

Earnings, Dividend, and Buybacks Put Scorpio Tankers in Focus Scorpio Tankers (STNG) has drawn fresh attention after its second quarter 2026 update, which combined higher net income and earnings per share with a declared cash dividend and further progress on share repurchases. The company reported second quarter net income of US$387.54 million and basic earnings per share from continuing operations of US$8.47. For the first half of 2026, net income reached US$603.8 million, with basic...

BancFirst stock performance snapshot BancFirst (BANF) has attracted attention after a period of mixed share performance, with the stock down about 1.5% over the past month but up roughly 2.1% over the past 3 months. For longer term holders, BancFirst shows a year to date gain of about 5.5%, while the 1 year total return is down roughly 5.3%. Over 3 years and 5 years, total returns are about 21.4% and 112.0% respectively. See our latest analysis for BancFirst. At a share price of $112.29,...

STAG Industrial, Inc. reported past second-quarter 2026 results showing sales of US$223.53 million and net income of US$52.92 million, alongside affirming a third-quarter cash dividend of US$0.3875 per share. While quarterly earnings per share edged up year over year, net income for the first half of 2026 trailed the prior year, highlighting a contrast between recent momentum and earlier-period pressure. With quarterly earnings per share improving and the dividend affirmed, we’ll now examine...

Revolution Medicines (RVMD) drew fresh attention on 10 August 2026 after announcing a multi-part collaboration with BeOne Medicines. The agreement combines joint clinical development and regional rights for key RAS(ON) oncology assets. See our latest analysis for Revolution Medicines. The collaboration news comes after a strong period for Revolution Medicines’ share price, with a 42.03% 90-day share price return and an even larger 1-year total shareholder return that indicates strong momentum...

Intel’s US$15b stock offering has pushed fresh attention onto capital intensive growth, where huge spending on factories, chips, and infrastructure can reshape future earnings power. A 4% pre market drop in Intel shares has some investors worried, while others see potential openings across related large cap stocks. This article walks through 3 companies that sit in the crosshairs of this AI driven capex story. The three stocks covered below are just a starting sample, since the full US...

In the past week, Telephone and Data Systems, Inc. reported Q2 2026 results showing revenue of US$309.28 million and net income of US$298.37 million, alongside a swing from a per-share loss to earnings of over US$2.40 on a diluted basis. Management also reported strong progress in fiber build-out and raised 2026 fiber address delivery guidance, even as legacy copper and cable services weighed on telecom revenue expectations. Now we’ll examine how this earnings surge, alongside upgraded fiber...

Why Trinity Capital Earnings Matter For Shareholders Trinity Capital (TRIN) just reported second quarter 2026 results that showed higher revenue and net income than a year ago, while earnings per share from continuing operations moved in the opposite direction. The company posted second quarter revenue of US$87.17 million and net income of US$44.41 million, compared with US$69.48 million and US$41.41 million in the prior year period. Basic and diluted EPS from continuing operations were...

Why Bruker stock is back in focus after the latest quarterly update Bruker (BRKR) is back on investors’ radar after second quarter results combined rising sales with a reported net loss driven largely by impairment charges. Fresh 2026 revenue guidance added another key data point for the stock. See our latest analysis for Bruker. Bruker’s latest guidance for 2026, combined with the second quarter impairment charges, has come alongside a 25.91% 90 day share price return and an 83.88% 1 year...

How the latest earnings event shapes the Perella Weinberg Partners story Perella Weinberg Partners (PWP) just reported second quarter 2026 earnings that came in ahead of analyst expectations, with management pointing to a surge in announced transactions and increased client activity across key sectors. Alongside the earnings release, the company confirmed a quarterly dividend and detailed a series of partner promotions. These moves provide several concrete data points to consider when...

Key earnings details from Artivion’s latest quarter Artivion (AORT) released second quarter and first half 2026 results that paired higher revenue with a move to loss making performance. This mix of growth and red ink is central to the current stock debate. See our latest analysis for Artivion. Artivion’s latest earnings release and upcoming conference appearance arrive after a mixed period, with the share price falling year to date but three year total shareholder return still positive. This...

In August 2026, iRhythm Holdings reported second-quarter 2026 results showing sales rising to US$224.17 million and net loss narrowing to US$0.381 million, while also increasing full-year 2026 revenue guidance to a range of US$880 million to US$890 million. At the same time, a proposed US$45.00 million securities class action settlement related to alleged misstatements about the Zio AT device moved toward court approval, highlighting how legal outcomes and improving financial performance are...

Arrowhead Pharmaceuticals, Inc. reported its third-quarter 2026 results, with sales rising to US$75.25 million from US$27.77 million a year earlier, while net loss widened to US$194.28 million and loss per share increased to US$1.36 from US$1.26. Over the first nine months of 2026, Arrowhead shifted from net income of US$22.12 million a year ago to a net loss of US$296.21 million despite generating more than US$400 million in sales, highlighting how rising expenses and reduced collaboration...

In late July 2026, Qorvo reported first-quarter fiscal 2027 results showing sales of US$784.8 million versus US$818.78 million a year earlier, with net income rising to US$85.8 million from US$25.59 million and diluted EPS increasing to US$0.96 from US$0.27. Despite reporting lower revenue and completing a share repurchase of 17,597,000 shares for US$1.58 billion since November 2022, Qorvo significantly increased profitability year over year, highlighting a shift toward more efficient...

In July 2026, VEON Ltd. reported its second-quarter 2026 results, with sales rising to US$1,271 million from US$1,087 million a year earlier, while net income fell to US$122 million from US$595 million and basic earnings per share from continuing operations dropped to US$1.75 from US$8.5. At the same time, VEON raised its full-year 2026 revenue growth guidance to a 15% to 18% year-over-year increase, up from its prior 11% to 14% range, signaling greater confidence in its top-line outlook...

What Crocs’ latest results and guidance tell you as a shareholder Crocs (CROX) has drawn fresh attention after Q2 2026 results showed a move from a large prior year loss to profit, upgraded full year guidance, and sizeable ongoing share repurchases. See our latest analysis for Crocs. Crocs’ strong Q2 2026 profit, higher full year guidance, and ongoing buybacks appear to have supported momentum, with a 90 day share price return of 39.14% and a 1 year total shareholder return of 80.50%, while...

A softer U.S. jobs report and the prospect of steady interest rates through December have shifted the spotlight back onto dividend stocks. Income focused investors now face a mix of potential support for risk assets and fresh uncertainty around how the Federal Reserve communicates its next moves. This article walks through 3 dividend stocks from our screener that appear positively exposed to this news and explains what this could mean for your portfolio decisions. The three stocks covered...

Prosperity Bancshares (PB) recently reported second quarter 2026 results that included higher net interest income and net income compared with a year earlier. The update also showed lower net charge-offs and progress on loan resolution activity. See our latest analysis for Prosperity Bancshares. Prosperity Bancshares' latest earnings, lower net charge-offs and ongoing acquisition activity sit against a share price of $73.34, with a 90 day share price return of 8.23% and a 1 year total...

Why Westlake’s latest earnings are back in focus Westlake (WLK) is back on many investors’ radar after reporting second quarter 2026 results that showed a return to profitability, supported by higher pricing, lower feedstock costs, and company wide cost savings. See our latest analysis for Westlake. Westlake’s latest earnings have arrived after a choppy period, with the share price up 13.16% over the last week and 6.66% year to date. However, the 3 year total shareholder return has declined...

Why PACS Group Stock Is Back on Investors’ Radar PACS Group (PACS) has attracted fresh attention after reporting its second quarter 2026 results and raising full year revenue and adjusted EBITDA guidance, alongside progress on the Eduro Healthcare facility acquisitions. See our latest analysis for PACS Group. The earnings beat and upgraded 2026 guidance have coincided with stronger trading in PACS Group, with a 7 day share price return of 8.88% and year to date share price return of 22.63%...

What the latest Americold Realty Trust results mean for shareholders Americold Realty Trust (COLD) reported second quarter 2026 results that combined relatively steady revenue with a large impairment charge and a shift to a sizeable net loss. The company also registered a universal shelf to keep capital raising options open. See our latest analysis for Americold Realty Trust. Americold Realty Trust shares have held on to a year to date share price return of 12.75%, even though the 1 day move...

Delek US Holdings, Inc. reported past second-quarter 2026 results showing sales of US$4,087 million versus US$2,764.6 million a year earlier and a move from a net loss of US$106.4 million to net income of US$169.5 million. This sharp swing to profitability, alongside materially higher revenue, marks a clear contrast with the company’s loss-making position over the first half of the prior year. We’ll now examine how this shift to a profitable quarter, despite a first-half loss, may reshape...