U.S. Software Stock News

Adams Diversified Equity Fund (ADX) reported half year 2026 results with revenue of US$18.94 million and net income of US$320.68 million, and declared a US$0.50 per share distribution for late August. See our latest analysis for Adams Diversified Equity Fund. At a share price of US$25.20, Adams Diversified Equity Fund has experienced short term share price weakness over the past week but still shows positive year to date momentum, while multi year total shareholder returns remain strong. If...

Willis Lease Finance (WLFC) has drawn fresh attention after announcing a five year storage and lease return services agreement with Pratt & Whitney, covering multiple engine models across its Florida and Wales facilities. See our latest analysis for Willis Lease Finance. The Pratt & Whitney agreement comes shortly after Willis Lease Finance confirmed a quarterly dividend following a recent 3 for 1 stock split. This backdrop has coincided with a 4.77% 1 day share price return and 62.21% year...

SNDL Inc. ( NASDAQ:SNDL ) came out with its second-quarter results last week, and we wanted to see how the business is...

NewMarket (NEU) is in focus after reporting second quarter and first half 2026 results, along with progress on its share repurchase program, giving investors fresh financial data and capital allocation signals to assess the stock. See our latest analysis for NewMarket. NewMarket's recent earnings and buyback update have arrived alongside a sharp shift in momentum, with a 10.08% 1 day share price return, a 29.62% 90 day share price return, and a 5 year total shareholder return of 201.19%. If...

On 29 July 2026, Workiva Inc. launched three purpose-built AI agents and Workiva Knowledge, an intelligence layer that grounds reporting and compliance workflows in an organization’s own data, instructions, and content. By combining traceable, audit-ready AI agents with a persistent knowledge layer and an MCP gateway for model choice, Workiva is directly targeting some of the most time-consuming pain points in financial and sustainability reporting. We’ll now examine how Workiva’s...

In the past few days, Huntington Ingalls Industries reported second-quarter 2026 results showing revenue of US$3,418 million and net income of US$208 million, alongside reaffirming a quarterly dividend of US$1.38 per share and highlighting major U.S. Navy submarine and amphibious shipbuilding program activity. These developments underscore how stronger recent profitability and very large long-term submarine contracts may reinforce Huntington Ingalls’ role at the core of U.S. naval...

We wouldn't blame Cactus, Inc. ( NYSE:WHD ) shareholders if they were a little worried about the fact that Scott...

Last week saw the newest quarterly earnings release from Albertsons Companies, Inc. ( NYSE:ACI ), an important...

We wouldn't blame Medpace Holdings, Inc. ( NASDAQ:MEDP ) shareholders if they were a little worried about the fact that...

Anyone interested in Live Oak Bancshares, Inc. ( NYSE:LOB ) should probably be aware that the Chief Banking Officer...

Last week saw the newest second-quarter earnings release from W. P. Carey Inc. ( NYSE:WPC ), an important milestone in...

It looks like John Marshall Bancorp, Inc. ( NASDAQ:JMSB ) is about to go ex-dividend in the next four days. The...

Cinemark Holdings has delivered a 140.1% total return over the past five years, yet its valuation signals are pulling in different directions, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) suggesting the stock trades at a discount while earnings based multiples look less forgiving. Over five years, a 140.1% return points to a stock that has already rewarded long term holders and may now draw closer scrutiny on price paid versus future cash flows. Recent record...

Scorpio Tankers Inc. recently reported its second-quarter 2026 results, posting net income of US$387.54 million and diluted earnings per share from continuing operations of US$7.37, alongside affirming a quarterly cash dividend of US$0.45 per common share payable on August 31, 2026. These results marked a sharp year-on-year earnings increase and were accompanied by record adjusted EBITDA, strong revenue growth versus analyst expectations, and continued capital returns via both dividends and...

Lemonade came into this earnings print with a bruised stock that had fallen about 25% over the past month, yet shares ticked higher by roughly 3% on the day. That move reflects one thing above all: investors saw a company still posting losses but tightening the screws on profitability. The headline from Q2 is the squeeze on those losses. Net income excluding extra items was a loss of US$43.4m and basic earnings per share came in at a loss of US$0.56. Against that, revenue of US$294.4m and a...

Ambarella stock has declined 27.2% over the past 5 years, yet its current valuation checks present a mixed picture, with a Discounted Cash Flow (DCF) intrinsic value estimate indicating potential upside, while market based multiples appear closer to fair. The share price performance over 5 years, down 27.2%, suggests investors have not been fully rewarded for holding Ambarella over this period. Expectations for Ambarella's ability to convert its product pipeline into consistent cash flows...

In late July 2026, Constellation Energy moved into the spotlight ahead of its August 6 earnings release, as analysts projected higher quarterly revenues and earnings but trimmed consensus EPS estimates and flagged a negative Earnings ESP. This combination of improved top-line expectations and more cautious profit forecasts has sharpened attention on whether Constellation can extend its recent pattern of beating earnings estimates. Next, we’ll examine how this mounting earnings uncertainty,...

In late July 2026, CECO Environmental was flagged as technically oversold even as analysts raised earnings estimates and assigned it a top-tier Zacks Rank, pointing to expectations for an earnings surprise around the company’s August 6 report. This combination of oversold technicals and increasingly optimistic earnings revisions has sharpened investor focus on whether CECO’s fundamental outlook is improving faster than sentiment suggests. We’ll now examine how the anticipated earnings beat...

H2O America (HTO) drew investor attention on July 27, 2026, after reporting second quarter results along with a higher annualized dividend for 2026, giving the stock a fresh income and earnings update. See our latest analysis for H2O America. At a latest share price of $61.97, H2O America has pulled back over the past week with a 1-day share price return that fell 2.81% and a 7-day share price return that declined 2.93%. However, the 90-day share price return of 9.24% and year-to-date share...

Some Bridgewater Bancshares, Inc. ( NASDAQ:BWB ) shareholders may be a little concerned to see that the CEO, Founder...

In recent weeks, Keysight Technologies was selected by the European Space Agency to lead a three-year, blockchain-enabled anomaly detection program for 5G non-terrestrial networks and also launched its new Keysight Multiphysics design platform, underscoring its role in advanced test, measurement, and simulation solutions. These developments spotlight how Keysight is pushing deeper into software-centric, next-generation connectivity and design tools, potentially broadening its addressable...

General Motors is increasing U.S. manufacturing and onshoring, including new battery sourcing and supplier agreements, to reduce tariff exposure. The company is committing fresh capital to upgrade key domestic plants and expand onshore production capacity. GM is shifting product emphasis back toward higher margin full-size trucks and SUVs after a recent focus on electric vehicles. General Motors, NYSE:GM, is reworking its manufacturing and product footprint with a stronger tilt toward U.S...

PepsiCo (PEP) sits at the center of a Consumer Staples story that now looks more complicated. Pricing power is fading, volume growth is flat, and earnings estimates have been revised lower. See our latest analysis for PepsiCo. PepsiCo’s recent price action has been soft, with the share price down about 11% over the past 90 days even though the 1 year total shareholder return is still positive at 4.64%. Recent brand partnerships with the Tampa Bay Buccaneers, product launches under Tostitos...

Merchants Bancorp (MBIN) drew fresh attention on 29 July 2026 after reporting second quarter 2026 earnings that exceeded Wall Street expectations, supported by loan servicing and asset management fees and higher net interest income. See our latest analysis for Merchants Bancorp. At a share price of $55.51, Merchants Bancorp has delivered a 67.30% year to date share price return and a 91.48% total shareholder return over the past year, suggesting momentum has been building around the company...