U.S. Software Stock News

Leonardo DRS (DRS) is back in focus after its SGT STOUT M SHORAD system successfully countered small unmanned aerial threats in a U.S. Government test and the company signed a defense technology partnership with UAE based Space42. See our latest analysis for Leonardo DRS. The latest contract wins and test results come after a strong run in Leonardo DRS’s share price, with a year to date share price return of 28.41% and a three year total shareholder return of 168.12% signaling that momentum...

Why TechnipFMC stock is back in focus TechnipFMC (FTI) has moved back onto investor watchlists after securing a significant contract from Azule Energy for flexible flowlines and risers tied to the West Hub Tails project extension. See our latest analysis for TechnipFMC. TechnipFMC’s recent contract win and solid second quarter update come as the stock trades around US$75.32, with a 59.21% year to date share price return and a very large 5 year total shareholder return that reflects...

NVIDIA Corporation recently announced that it has entered into memorandums of understanding with KKR & Co. Inc. and five other major financial institutions to create independent compute financing platforms aiming to mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem. This move highlights how KKR is being positioned as a core private-capital partner in funding large-scale AI compute projects, an area that could reshape capital allocation in...

Boston Scientific Corporation ( NYSE:BSX ) shareholders (or potential shareholders) will be happy to see that the...

Why Lamar Advertising Stock Is Back In Focus After Fresh Earnings And Guidance Lamar Advertising (LAMR) is drawing fresh attention after reporting second quarter 2026 results and updating full year earnings guidance, giving investors new data on revenue trends and profitability. See our latest analysis for Lamar Advertising. The latest earnings and full year guidance have arrived after a strong run in Lamar Advertising stock, with the share price at $153.82 and a year to date share price...

Helix Energy Solutions Group, Inc. reported past second-quarter 2026 results showing sales of US$304.02 million and net income of US$22.72 million, compared with sales of US$251.68 million and a net loss of US$2.6 million a year earlier. The swing from a basic loss per share of US$0.02 a year ago to basic earnings per share of US$0.15 highlights a clear operational turnaround over the period. With this move from loss to profit now on the record, we’ll examine how it reshapes Helix’s...

In early August 2026, Alphabet completed a series of US$22.93 billion senior unsecured bond issues across maturities from 2028 to 2066 and reshaped Google DeepMind’s leadership by moving Demis Hassabis into the new role of Alphabet chief scientist and chair of Google DeepMind. These moves highlight Alphabet’s twin focus on aggressively funding a massive AI infrastructure build-out while centralizing high-level AI research under a scientist-led structure at a time of rising legal and...

In August 2026, Teradyne entered into a five-year Credit Agreement with PNC Bank for a senior secured revolving credit facility of up to US$1.00 billion, which it can use for working capital and general corporate purposes but has not yet drawn upon. The facility’s flexible, rating-linked interest margins and covenants tied to leverage and interest coverage offer Teradyne additional financial headroom while embedding discipline around debt levels and subsidiary asset pledges. Next, we’ll...

Why Goodyear Tire & Rubber Stock Is Back in Focus After Q2 Results Goodyear Tire & Rubber (GT) has drawn fresh attention after reporting second quarter 2026 earnings that showed lower sales, a shift from profit to loss, and continued pressure on margins. See our latest analysis for Goodyear Tire & Rubber. Since early 2026, Goodyear Tire & Rubber’s share price has fallen 31.73% year to date, with a 10.57% decline over the past month and a 26.18% drop in the 1 year total shareholder return...

In recent weeks, Humana Healthy Horizons in Indiana announced a collaboration with HealthStream to sponsor 1,000 Home Health Aide scholarships and deploy workforce engagement and predictive analytics tools to strengthen home-based care, while Humana also reported higher second-quarter 2026 revenue of US$40.87 billion and net income of US$694 million and updated its full-year earnings guidance. Alongside these developments, Humana is reinforcing its governance and Medicaid capabilities by...

CRISPR Therapeutics AG recently reported its second-quarter and six-month 2026 results, with revenue rising to US$10.18 million for the quarter and its quarterly net loss narrowing to US$91.15 million compared with the prior year. The company also showed a lower basic loss per share from continuing operations, suggesting that its cost structure and funding profile may be evolving as programs advance. We will now examine how this sharp improvement in revenue alongside a reduced net loss...

Energy prices are again in focus as renewed Middle East risks push oil higher and keep inflation expectations lively. That kind of backdrop often pushes big funds toward familiar large caps and away from smaller companies that still show strong fundamentals. This creates room for high quality small caps in our High-Quality Undiscovered Gems screener. This article highlights three such stocks that might deserve a closer look now. The stocks highlighted below are just a starting sample from...

Cardinal Infrastructure Group Inc. ( NASDAQ:CDNL ) shareholders will have a reason to smile today, with the analysts...

Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) just released its latest quarterly results and things are looking bullish...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Gen Digital...

We wouldn't blame Microsoft Corporation ( NASDAQ:MSFT ) shareholders if they were a little worried about the fact that...

NIO stock is coming off a difficult five year stretch, with the share price down about 87.9%, yet current valuation checks send a more balanced signal. The Discounted Cash Flow (DCF) intrinsic value estimate points to the shares being roughly in line with fair value, while market based multiples suggest the stock screens as undervalued. Over the past five years, NIO has fallen about 87.9%, which means any case for the stock today rests more on what investors are willing to pay for future...

TE Connectivity plc recently reported fiscal Q3 revenue of US$5.16 billion, up 14% year over year and ahead of analyst expectations, issued stronger-than-expected fiscal Q4 guidance, and announced plans to acquire Astrodyne TDI for US$1.40 billion to deepen its exposure to industrial and AI-related applications. Alongside these updates, TE Connectivity expanded its outreach to both customers and investors through a presentation at the OCP APAC Summit 2026 in Taipei and upcoming CEO fireside...

Why Celldex Therapeutics Stock Is Moving After Its Latest Earnings Report Celldex Therapeutics (CLDX) released second quarter and first half 2026 results, showing sharply lower revenue and a wider net loss. This earnings update is now central to how investors view the stock. See our latest analysis for Celldex Therapeutics. The earnings release comes after a strong run in Celldex Therapeutics' share price, with a 7 day share price return of 13.52% and a year to date share price return of...

Agnico Eagle Mines stock has produced a very strong multi year return, yet current valuation checks suggest it now sits closer to fair value on an intrinsic basis while still screening as attractive on some market multiples. After such a sharp move, investors are weighing what that mix of signals really says about upside from here. Over the past three years, Agnico Eagle Mines has delivered a very large gain of around 310%, which puts extra focus on whether the current price already reflects...

Earlier this month, Broadstone Net Lease, Inc. completed a follow-on equity offering of 11,000,000 common shares, raising about US$225.5 million at US$20.50 per share, while maintaining its quarterly dividend of US$0.2925 and reporting higher second-quarter and year-to-date earnings versus the prior year. This equity raise, closely tied to a US$303 million joint venture for an advanced technology facility anchored by a Fortune 20 tenant, signals a balance between funding growth projects and...

Government bond yields have been moving as investors react to shifting inflation expectations. That puts a spotlight on smaller companies that could grow through AI driven efficiency rather than relying only on easy money. The AI Small Caps screener hunts for these under the radar stocks working on machine learning, automation, and data intelligence. This article highlights three stocks from the screener that may merit closer analysis. The three AI Small Caps highlighted below are just a...

Stifel Financial stock has delivered strong gains over the past few years, yet on current checks it no longer looks obviously cheap or clearly expensive. With the share price around US$84.40 and a mixed valuation score, investors are weighing whether recent returns already reflect the key positives. Stifel Financial has returned 119.3% over the past 3 years, which sets a high bar for any further upside from here. Future growth in fee based revenue and capital markets activity can support the...

Viper Energy stock has delivered a solid 18.7% return over the past year, yet current valuation checks and market multiples suggest the shares may be pricing in a lot of good news already rather than clearly offering a bargain. Over the last 12 months, Viper Energy has returned 18.7%, which puts recent shareholders in a comfortable position and raises the question of how much upside is left at today’s level. Future cash generation from its mineral and royalty interests can support the...