U.S. Software Stock News

International Business Machines (IBM) has been in focus after a series of quantum computing milestones that include simulations of complex quantum materials, advances in error mitigation, and a large scale logical quantum computing experiment. See our latest analysis for International Business Machines. Against this backdrop of quantum milestones, International Business Machines' recent share price performance has been mixed, with the stock down about 18.9% year to date on a share price...

Pool Corporation recently declared a quarterly cash dividend of US$1.30 per share, payable on August 27, 2026 to shareholders of record as of August 13, 2026, and earlier this month presented at Deutsche Bank’s Chicago Industrials Summit in Chicago. At the same time, intensifying drought conditions in parts of England and the prospect of bans on swimming pools are raising questions about how water-use restrictions in key markets could affect demand for Pool’s products and services. Against...

What the Curium acquisition means for Lantheus investors Curium US LLC has agreed to acquire Lantheus Holdings (LNTH) in a transaction valued at up to US$8b, offering US$102.50 in cash per share at closing plus contingent value rights worth up to US$12.00 per share. The contingent value rights are linked to commercial milestones for key Lantheus products through 2030. Until the deal closes, currently expected in the first half of 2027 subject to approvals, Lantheus will remain an independent,...

Adaptive Biotechnologies (ADPT) is back in focus after raising full year 2026 revenue guidance for its Minimal Residual Disease (MRD) business alongside its latest quarterly earnings release. See our latest analysis for Adaptive Biotechnologies. The raised MRD revenue guidance and recent earnings update appear to have coincided with a sharp shift in sentiment toward Adaptive Biotechnologies, with the stock showing a 90 day share price return of 86.72% and a 1 year total shareholder return of...

SK hynix (NasdaqGS:SKHY) approved a roughly US$38b program to build new high bandwidth memory focused fabs in South Korea, a large expansion that brings long term capital commitments into sharper focus for current and potential shareholders. See our latest analysis for SK hynix. Despite the expansion plans and supportive policy moves around South Korea's semiconductor sector in recent weeks, SK hynix's 30 day share price return is down 19.48%, and the year to date share price return matches...

What Erasca’s New R&D Leadership Could Mean for Investors Erasca (ERAS) has drawn fresh attention after appointing Charles S. Fuchs, M.D., M.P.H., as president of research and development, bringing extensive oncology and biopharma leadership into the company’s clinical stage pipeline. For investors, this leadership change raises practical questions. How might a veteran with experience at Genentech, Roche, Tubulis, and major academic centers influence research priorities, partnership choices,...

Recent share price move puts Coty in focus Coty (COTY) has moved onto investor watchlists after a recent share price gain of about 27% over the past month, prompting a closer look at how the beauty group is currently valued. See our latest analysis for Coty. That sharp 30 day share price return of 27.23% sits against a weaker picture, with the year to date share price return down 8.36% and the 1 year total shareholder return down 39.62%. This suggests that recent momentum for Coty is building...

Bilibili (BILI) has drawn fresh attention after recent share price moves, with the stock closing at $18.99 as of August 8, 2026. Investors are reassessing its long term growth and profitability profile. See our latest analysis for Bilibili. Bilibili’s recent share price move to US$18.99 comes after a mixed run, with a 1 month share price return of 7.29% but a year to date share price decline of 27.99%. The 3 year total shareholder return is 15.86% compared with a 5 year total shareholder...

Why J&J Snack Foods stock is in focus after its latest earnings J&J Snack Foods (JJSF) is drawing attention after third quarter results showed year on year declines in sales and net income, as well as a completed share repurchase program that reduced the share count by just over 2%. For the quarter ended June 27, 2026, J&J Snack Foods reported sales of US$425.96 million compared with US$454.29 million a year earlier. Net income for the period was US$35.33 million, down from US$44.25...

Earlier this month, Guidewire Software launched its Qusar release with the new Agentic Framework, allowing insurers to build, deploy, and manage AI agents on the Guidewire Cloud Platform with secure, real-time access to policy, claims, and billing data. The release stands out because it embeds specialized AI agents directly into core insurance workflows, promising faster claim handling, policy changes, and application development across the entire insurance lifecycle. We’ll now examine how...

With the S&P 500 priced at one of its richest Shiller P/E readings on record and dividend yields near historic lows, many investors are wondering where to find solid value without simply hugging the index. This is where a focus on larger companies with lower P/E ratios and dividend yields above 2% can feel especially relevant. This article walks through three stocks that stand out on those measures and appear particularly exposed to the current valuation extremes in the market. The stocks...

Apollo Global Management (APO) is back in focus after joining a planned $500b funding initiative for AI infrastructure alongside partners such as Nvidia and Blackstone, while also building a new technology focused hub in Austin, Texas. See our latest analysis for Apollo Global Management. Against this backdrop, Apollo Global Management’s shares trade at US$132.02, with a 1 month share price return of 9.71% and a year to date share price decline of 9.95%. The 5 year total shareholder return of...

Why NIO’s July delivery surge matters for shareholders NIO (NIO) reported delivery results that caught investor attention. July 2026 deliveries reached 35,934 vehicles, up 71% year over year, with 227,057 vehicles delivered year to date, an increase of 68%. These delivery figures, alongside cumulative deliveries of 1,224,649 vehicles as of July 31, 2026, give you fresh data on NIO’s current sales momentum and potential implications for sentiment around the stock. See our latest analysis for...

In recent weeks, Arrow McLaren IndyCar Team announced a multi-year partnership making Aurora Innovation an Official Partner, while Aurora also secured a new driverless freight agreement with Charger Logistics USA to deploy its second-generation autonomous trucks on the Dallas–Laredo corridor. Together with Aurora’s continued rollout of its commercial driverless trucking service, these alliances point to growing real-world adoption of its autonomous freight platform across high-traffic Sun...

Recent options trading in Valley National Bancorp (VLY) has drawn attention, with the Sept. 18, 2026 $20 put contract showing elevated implied volatility that points to expectations of a meaningful catalyst for the stock. See our latest analysis for Valley National Bancorp. At a share price of $14.65, Valley National Bancorp has shown firm momentum, with an 11.32% 90 day share price return and a 63.01% 1 year total shareholder return that options traders appear to be weighing against...

AECOM stock has fallen sharply over the past year, yet the current checks suggest the shares no longer look obviously cheap or clearly expensive. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the market price, while the earnings multiple signals still lean toward AECOM trading on the inexpensive side. Over the last 12 months, AECOM shareholders have seen the share price decline 37.7%, which puts extra focus on whether the current level offers reasonable value or just...

Oil prices have recently spiked on concerns around the Strait of Hormuz, which keeps inflation risks on the radar for central banks and keeps borrowing conditions in focus for listed companies. Founder led businesses often react faster when conditions change, because leadership has more skin in the game. This article highlights three founder led stocks from the screener that show how this mindset can matter for long term investors. The three stocks below are just a small sample from the...

Danaos stock has delivered a strong 5 year return, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiples currently point to the shares screening as undervalued. With that backdrop, investors are weighing how much of the recent performance and contract visibility is already reflected in the US$138.32 share price. Over the past 5 years, Danaos has returned 127.4%, which puts today’s valuation in focus after a solid long term run. Long duration charter...

Strategy (MSTR) is back in focus after reporting second quarter 2026 results that paired higher revenue with a sharp swing to large net losses, largely tied to its Bitcoin focused balance sheet. See our latest analysis for Strategy. Strategy's share price has been under pressure, with a 90 day share price return that fell 47.22% and a year to date share price return that declined 38.07%, while the 3 year total shareholder return remains up 150.31%. This reflects how sentiment has swung as the...

Blue Owl Capital (OWL) drew fresh investor focus on July 30, 2026, after reporting second quarter results that showed higher revenue alongside lower net income, while also affirming its regular quarterly dividend. See our latest analysis for Blue Owl Capital. Blue Owl Capital's latest earnings update and dividend affirmation come after a mixed share price pattern, with a 24.47% 1 month share price return and a 16.50% 3 month share price return contrasting with a share price that is down...

Archer Aviation stock has staged a sharp rebound in recent weeks, yet over a 5 year window shareholders are still sitting on sizeable losses, which leaves the current valuation looking far from straightforward. Over 5 years, Archer Aviation has delivered a decline of 37.2% which suggests long term investors have not yet been rewarded for the risk they took. Progress on its Midnight eVTOL program and the ZEE aviation foundation model can support confidence in future commercialisation, while...

Herc Holdings Inc. has reported past second-quarter 2026 results showing sales of US$1,072 million and revenue of US$1,204 million, with net income of US$19 million, and confirmed completion of its long-running US$838.4 million share repurchase program. The shift from a net loss in the prior-year quarter to positive earnings per share of US$0.57 from continuing operations highlights a meaningful improvement in profitability. Next, we will examine how this return to quarterly profitability...

Central banks are still cautious on inflation as oil prices stay firm, which keeps borrowing costs in focus and puts more pressure on companies to use capital efficiently. That backdrop puts extra attention on AI stocks that help businesses cut costs or do more with the same resources. This article walks through 3 AI stocks from our screener that show how different parts of the sector approach that opportunity. The three AI stocks covered below are just a small sample, and the full screen...

Amplitude (AMPL) is back in focus after its second quarter 2026 report showed higher sales alongside a wider net loss, followed by fresh revenue guidance that set updated expectations for the rest of the year. See our latest analysis for Amplitude. The earnings release and fresh guidance appear to have reset expectations around Amplitude, with investors reacting quickly. The 90 day share price return of 97.25% and 30 day share price return of 32.79% suggest strong positive momentum, while the...