U.S. Software Stock News

How Magnite’s Latest Earnings Set the Stage for Investor Focus Magnite (MGNI) recently reported second quarter results that included higher sales, net income and earnings per share compared with a year earlier. This earnings update is now the reference point for investors tracking the stock. See our latest analysis for Magnite. Magnite’s recent earnings release has coincided with strong momentum in the stock, with a 7 day share price return of 16.49%, a 90 day share price return of 88.23%,...

Labcorp Holdings stock has climbed 54.1% over the past three years and the share price now sits close to the intrinsic value estimate from a Discounted Cash Flow (DCF) model, so the market no longer treats the company as an obvious bargain. A 54.1% three year return suggests investors have already priced in a meaningful improvement in Labcorp Holdings' prospects. Recent progress in oncology diagnostics, including an FDA approved companion test for advanced melanoma, can support revenue and...

In July 2026, CBRE Group, Inc. reported its second-quarter and first-half results, with quarterly sales rising to US$11,226 million while net income eased slightly to US$204 million, and first-half sales reaching US$21,753 million with net income of US$522 million. Over the same period, CBRE completed a large share repurchase effort, buying back 3,413,360 shares in the quarter and 50,749,021 shares since November 2021, signaling ongoing use of buybacks as a key capital-return tool. Next, we...

After a strong three-year run that has seen Affiliated Managers Group stock deliver a total return of about 170%, the current share price sits close to the intrinsic value estimate from the Excess Returns model, while market multiples still lean supportive. Over the past three years, Affiliated Managers Group has returned roughly 170%, which now raises the question of how much of the story is already reflected in the price. Momentum in the alternatives platform can support expectations for...

Flagstar Bank, N.A. recently completed its new operating model by expanding its leadership team, naming new regional heads for its Southeast and West private banking markets, and launching Flagstar Insurance Agency Inc. alongside Flagstar Guided Portfolio Solutions. This combination of experienced regional leaders and new insurance and investment offerings signals a broader push to deepen relationships with affluent clients in California and Florida. Next, we will examine how the launch of...

What Ducommun’s Latest Earnings Mean For Investors Ducommun (DCO) reported second quarter 2026 results that came in above analyst expectations, with management pointing to missile program demand, higher engineered product content, and commercial aerospace recovery as key drivers. Sales for the quarter were US$224.49 million compared with US$200.80 million a year earlier. Net income was US$20.40 million versus US$12.75 million, with diluted earnings per share from continuing operations at...

Teladoc Health (TDOC) has drawn fresh attention after appointing Mark V. Anquillare, former Verisk Analytics president and chief operating officer, to its board, alongside recent quarterly results and updated guidance for 2026. See our latest analysis for Teladoc Health. Against this backdrop of earnings and guidance, Teladoc Health’s latest share price of $6.81 reflects pressure in recent months, with the 30 day share price return down 26.62% and the 5 year total shareholder return down...

Dover dividend increase and what it means for investors Dover (DOV) has raised its quarterly cash dividend to $0.525 per share, up from $0.52. The new payout marks the company’s 71st consecutive annual dividend increase, an important detail for income focused investors. See our latest analysis for Dover. The latest dividend move comes as Dover’s share price has eased in the short term, with the stock down 3.2% over the past month. Its 1-year total shareholder return of 18.3% and 3-year total...

Oil prices, inflation data and geopolitical risk are pulling markets in different directions ahead of the U.S. July CPI report, and that mix is putting global integrated oil and gas stocks under a brighter spotlight. For investors, this creates a moment where caution and curiosity meet, as shifting rate expectations and higher Brent crude can reprice both fear and opportunity. This article walks through 3 stocks from our screener that appear particularly exposed to these cross currents. The...

C3.ai stock has just posted a strong rebound over the past month, yet the longer term record and the current valuation checks point to a very different picture that investors need to weigh carefully. C3.ai shares have declined 76.9% over the past 5 years, which signals that long term holders have faced a steep loss despite the recent short term bounce. Recognition in August 2026 as a leader in AI platforms by Forrester can support confidence in C3.ai's product offering. At the same time, the...

Trip.com Group (TCOM) is back in focus as a Zacks Rank downgrade, softer earnings expectations and fresh Chinese regulatory pressure on pricing converge with new internal policies and a US$100 million Tourism Innovation Fund. See our latest analysis for Trip.com Group. The latest pullback leaves Trip.com Group at a US$46.20 share price, with a 1 month share price return of almost 8% but a year to date share price return down about 38%. That contrasts with a 5 year total shareholder return...

Why Western Digital’s latest earnings matter for investors Western Digital (WDC) just posted quarterly results that exceeded Wall Street expectations, with revenue, profitability, and margins all showing strong year over year gains supported by AI and cloud demand, as well as higher capacity products. See our latest analysis for Western Digital. Despite the latest earnings beat and guidance, Western Digital’s share price has recently cooled. The 7 day share price return is down 20.2% and the...

In the past quarter, Par Pacific Holdings, Inc. reported second-quarter 2026 sales of US$2,968.87 million and net income of US$462.13 million, with basic earnings per share from continuing operations of US$9.53. Over the first half of 2026, Par Pacific’s net income rose to US$516.58 million on sales of US$4,792.62 million, highlighting a sharp improvement in profitability compared with the same period last year. We’ll now examine how this sharp earnings jump, especially the higher first-half...

NovoCure recently reported progress in developing and commercializing its tumor treating fields devices, including Optune Gio and Optune Lua, alongside updates on multiple ongoing clinical trials for solid tumor cancers. This growing attention on its tumor treating fields pipeline underscores how advances in non-invasive cancer therapies could influence the company’s long-term role in oncology care. With optimism building around the TTFields pipeline and potential regulatory approvals, we’ll...

Genuine Parts stock has delivered a 26.1% return over the past five years. Its current price of US$135.09 still screens as cheap against an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on traditional market multiples. Over five years, Genuine Parts has returned 26.1%, which points to steady but not spectacular shareholder gains over the longer window. The key support for valuation can come from Genuine Parts' ability to keep converting its operations into...

H World Group is set to report its June 2026-quarter results after August 17, with Wall Street expecting earnings of US$0.74 per share and revenue growth of 9.6% year over year. Analysts’ expectations for double-digit earnings growth, combined with a recent breakout above the 50-day moving average and positive estimate revisions, highlight how both fundamentals and technical indicators are shaping sentiment around H World Group. Next, we’ll examine how these upbeat earnings expectations,...

Nasdaq (NasdaqGS:NDAQ) has agreed to acquire electronic trading platform LeveL Markets as part of its Always-On Markets strategy. The acquisition is intended to expand Nasdaq's presence in alternative trading systems and institutional-grade liquidity solutions. Nasdaq is also forming a Digital Liquidity Networks organization that will sit alongside this deal and focus on market connectivity and digital markets infrastructure. Consider looking at other exchange and market infrastructure...

The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US market futures are mixed this morning, with E-mini S&P 500 contracts flat around 7,776 and Nasdaq 100 futures slightly higher. The key driver is the climb in global government bond yields, including the US 10 year near 4.7%, as higher oil prices raise worries that inflation could stay uncomfortable for longer. Higher yields mean borrowing costs for households and companies remain relatively tough. At the same time,...

Federal Signal (NYSE:FSS) is actively pursuing new acquisitions, building on recent deals and an energized M&A pipeline. The company reports early success integrating its latest acquisitions, with management signaling interest in further transactions. Federal Signal highlights M&A as a key lever for expanding its operational capabilities and market reach. This focus on acquisitions is part of a wider theme of smaller and mid-cap companies using deal activity to reshape their futures, and...

How the latest Clorox earnings and guidance set the context Clorox (CLX) just reported full year 2026 results with lower sales and earnings than a year earlier, while also issuing 2027 guidance that includes the impact of its recently acquired GOJO business. The company paired those updates with a small quarterly dividend increase to $1.25 per share and outlined plans to manage higher inflation through pricing actions, supply chain changes and investment in its core product portfolio. See our...

AppFolio’s share price has gained 60.4% over the past five years, yet its current checks send mixed valuation signals, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while earnings based multiples suggest the stock screens as expensive. Over five years, AppFolio has delivered a 60.4% total return, which puts the recent share price level in the context of a longer period of positive compounding. Expectations around AppFolio’s ability to convert...

BigBear.ai Holdings, Inc. recently reported its second-quarter 2026 results, showing sales of US$36.75 million, a much smaller net loss of US$25.75 million, and reaffirmed full-year 2026 revenue guidance of US$135 million to US$165 million. Alongside these results, the company highlighted meaningful backlog growth, margin expansion efforts, and a US$100 million at-the-market equity program to support acquisitions aimed at scaling its AI capabilities. Next, we’ll assess how the reaffirmed...

Recently, Deere reported that its shares underperformed the broader market ahead of its now-past August 20, 2026 earnings release, which analysts expected to show modest year-over-year growth in earnings per share and revenue. At the same time, labor contract disputes with the United Auto Workers and mixed valuation signals have raised fresh questions about Deere’s cost structure and long-term profitability assumptions. We’ll now examine how the unresolved United Auto Workers labor dispute...

Broadwind stock is set to open sharply higher after a 19.7% jump to US$5.34 in the last session, as traders react to a quarter that put order momentum and backlog in the spotlight. The headline is not a clean earnings beat. It is the surge in demand for Broadwind’s precision manufacturing business, with Q2 orders above US$35 million and a book to bill ratio near 1.5x. That short term pop sits against a more complicated picture. Trailing earnings include a one off US$8.2 million gain and...