U.S. Software Stock News

In the past week, PG&E highlighted the safety risks of frequent underground utility line damage across its Northern and Central California service area while promoting National 811 Day to encourage calling before digging. At the same time, investors are reassessing PG&E’s position as a potentially undervalued regulated utility, balancing expanded grid investment opportunities against ongoing wildfire liability and bill affordability risks. We’ll now examine how this renewed focus on PG&E’s...

In early August 2026, Certara reported second-quarter results showing slightly higher sales of US$93.27 million but a much larger net loss of US$55.27 million, reaffirmed its full-year 2026 revenue guidance, announced multiple leadership changes, and expanded its share repurchase authorization to US$150 million after buying back 12,377,833 shares for US$98.21 million. Together, the swing from profit to loss, the appointment of a new Chief Commercial Officer under a unified commercial model,...

What the latest IHS Holding earnings release tells you IHS Holding (NYSE:IHS) has just posted second quarter and half year 2026 results. The update combines higher reported sales with a shift from profit to loss in the latest quarter, which gives investors several moving parts to assess. For the quarter ended June 30, 2026, IHS Holding reported sales of US$428.6 million compared with US$388.2 million a year earlier. Over the same period the company moved from net income of US$35.4 million to...

Credit card balances in the U.S. now sit at about US$1.26t, with more borrowers falling 90+ days behind and many using plastic just to cover essentials. That combination can strain households, yet it can also shift attention to companies that specialize in debt collection and credit recovery. This article walks through three stocks exposed to this trend and explains how each might fit, or might not fit, into your watchlist. The stocks covered below are just a starting sample from this corner...

In recent weeks, AMC Entertainment Holdings reported that its European theaters saw strong attendance growth and a sharp rise in adjusted EBITDA, supported by premium upgrades and a robust film slate. This improvement, combined with favorable momentum scores and rising earnings estimates, highlights AMC’s European operations as an increasingly important driver within its global cinema portfolio. Next, we’ll examine how this stronger European performance, particularly the surge in adjusted...

Antero Midstream’s second-quarter 2026 results showed revenue rising to US$327.24 million while net income and earnings per share edged lower versus a year earlier. Alongside reporting record EBITDA, the company brought its Eastside Express pipeline online and completed a US$190.03 million share repurchase program, underlining its focus on boosting per-share performance. Now we’ll explore how record EBITDA and the Eastside Express launch may reshape Antero Midstream’s investment narrative...

In the past week, Louisiana-Pacific Corporation reported second-quarter 2026 results showing sales of US$664 million and net income of US$26 million, both lower than a year earlier, while also affirming full-year 2026 Siding net sales guidance for about a 1% decline and issuing third-quarter Siding growth expectations of about 5%. Alongside these softer earnings, management maintained its focus on the Siding segment as the core earnings driver, reinforcing this pivot even as OSB performance...

Whirlpool (WHR) stock is in focus after the company reported second quarter results that aligned with key expectations and reaffirmed its operational outlook, while cutting full year earnings guidance due to higher interest costs. See our latest analysis for Whirlpool. Whirlpool’s latest guidance and second quarter update arrive after a choppy period for investors, with the share price at US$42.17 and a 7 day share price return of 7.6%, but a year to date share price decline of 43.4% and a 1...

AppLovin (APP) is in focus after its latest quarterly report and a follow up analyst downgrade shifted attention to execution risk and long term growth assumptions instead of recent earnings strength. See our latest analysis for AppLovin. Over the past year AppLovin has shifted from very strong long term total shareholder returns to weaker recent share price momentum. The stock has fallen 16.5% over the past week and 33.1% over the past month after Q2 results and the analyst downgrade, even...

Why Church & Dwight Stock Is Back in Focus Church & Dwight (CHD) raised its full year 2026 earnings outlook after reporting second quarter results. This gives investors fresh data on growth, profitability, and capital returns to reassess the stock. See our latest analysis for Church & Dwight. The raised 2026 earnings guidance and steady dividend record have coincided with stronger interest in Church & Dwight, with a 7.20% 1 month share price return and 25.00% year to date share price return,...

What CEVA’s raised 2026 outlook signals for investors CEVA (CEVA) has drawn fresh attention after reporting second quarter 2026 results, updating third quarter guidance and lifting its full year revenue outlook, all on the back of stronger licensing activity. The company now expects 2026 revenue to be between 13% and 15% above 2025, compared with its earlier view of 12% growth. Management also guided third quarter revenue to a range of US$30.5 million to US$34.5 million, which provides a...

Oruka Therapeutics, Inc. reported second-quarter 2026 results showing a net loss of US$41.21 million and a basic and diluted loss per share of US$0.55, wider than a year earlier. The larger-than-expected loss came as the company continued investing in its monoclonal antibody pipeline for psoriasis and other inflammatory and immunology indications, while analysts broadly maintained a positive stance on its prospects. With shares rising over the past week, we will examine how Oruka’s...

Sea Limited (NYSE: SE) reports Q2 results with revenue above market estimates, driven by Shopee and Monee. Management highlights robust e-commerce traction at Shopee, alongside strong financial services momentum at Monee. The company guides for significant full year EBITDA, indicating a materially updated financial outlook. Integrated payments, logistics, and financial services expansion is described as a key driver for Sea's regional and international positioning. For readers looking to...

Altria Group stock has almost doubled investors' money over the past five years, yet the current valuation checks send a more cautious message, with recent share price weakness adding another layer for investors to weigh. Altria Group has delivered a 99.3% total return over five years, which puts recent short term share price declines in a much longer, still favorable, performance context. Growth in smoke free products such as the On! and On! Plus nicotine pouches can support longer term...

In recent days, NVIDIA announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms that could mobilize over US$500.00 billion of third‑party capital for AI infrastructure using NVIDIA-approved systems across labs, enterprises, and AI clouds, pending final agreements. This move effectively treats high-end AI compute as a financeable infrastructure asset class, positioning NVIDIA at the center...

Why United States Antimony is back on investor radars United States Antimony (UAMY) is drawing fresh attention after scheduling its Q2 2026 earnings release for after the market close on August 11, along with a Bloomberg Television appearance by Chairman and CEO Gary C. Evans. These updates arrive as the stock has recently recorded gains linked to higher antimony demand and improving sentiment toward rare earth related materials. This has put the company in focus for investors watching...

Silicon Laboratories (SLAB) recently introduced its BG2B Series 2 Bluetooth Low Energy SoC, a new ultra low power wireless chip aimed at battery powered Internet of Things devices across industrial and consumer uses. See our latest analysis for Silicon Laboratories. Against this product backdrop, Silicon Laboratories’ share price has climbed strongly over the year, with a year to date share price return of 65.57% and a 1 year total shareholder return of 75.00%, suggesting that momentum has...

DuPont de Nemours has delivered a strong 64.4% share price gain over the past year, yet its valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades below estimated worth, while market multiples point to a richer price tag. Over the last 12 months the stock is up 64.4%, which puts recent performance firmly in focus for anyone assessing what is already reflected in the price. Recent earnings strength and higher expectations for future...

In the second quarter of 2026, Vulcan Materials Company reported higher sales of US$2,155.8 million and net income of US$323.4 million, while also completing a long-running US$2,025.24 million share repurchase program that retired 14,379,186 shares since its launch in 2006. The combination of steady year-over-year gains in earnings per share and a substantial reduction in share count underlines Vulcan’s focus on profitability per share and capital return discipline. We’ll now examine how...

Fidelity National Information Services (FIS) has completed the global rollout of its Digital One Commercial platform with a launch in APAC, giving investors fresh context for assessing the stock after recent earnings, guidance, and dividend news. See our latest analysis for Fidelity National Information Services. Despite the completion of the Digital One Commercial rollout and recent earnings, guidance and dividend announcements, Fidelity National Information Services shares have fallen...

Why FIGS Stock Is Back on Investor Radar FIGS (FIGS) has drawn renewed attention after its second quarter 2026 earnings, higher full year revenue guidance, and an expanded share repurchase plan reset expectations around the stock. The company reported second quarter sales of US$196.62 million and net income of US$28.38 million, along with updated guidance that targets approximately 20% net revenue growth for 2026 versus 2025. FIGS also detailed recent buyback activity, including completed...

Zebra Technologies Corporation recently reported past second-quarter 2026 results, with revenue rising to US$1,557 million and net income to US$233 million, while also providing full-year guidance that implies mid-teens sales growth including the effects of acquisitions, dispositions and currency. The sharp improvement in earnings per share, alongside guidance that breaks out how much growth stems from deals and foreign exchange, offers investors a clearer view of Zebra’s underlying...

Star Bulk Carriers (SBLK) reported second quarter 2026 earnings on August 5, alongside a new quarterly cash dividend. The announcement provides fresh data on profitability and shareholder payouts to help you assess the stock. See our latest analysis for Star Bulk Carriers. Despite the recent earnings beat and higher dividend, Star Bulk Carriers’ share price has eased 1.66% over the last day and 1.08% over the past week. However, its year to date share price return of 46.72% and 1 year total...

Celsius Holdings stock has seen a steep reset over the past few years, yet the valuation checks still lean toward the shares looking expensive rather than obviously cheap. After a sharp decline in the share price, investors are weighing up whether the current level properly reflects the business risks and opportunities now on the table. Celsius Holdings has fallen about 55% over the past 3 years, which puts recent trading firmly in a recovery phase rather than a momentum phase for existing...