U.S. Software Stock News

Danaher (DHR) is back in focus after announcing that Julie Sawyer Montgomery will become CEO and President on October 1, 2026, with outgoing CEO Rainer Blair staying on temporarily as senior advisor. See our latest analysis for Danaher. Against the leadership news backdrop, Danaher's share price has risen over the past week and quarter, with a 7 day share price return of 6.5% and a 90 day share price return of 25.0%. However, the year to date share price return is down 10.0% and the 5 year...

Realty Income (NYSE:O) completed an $875 million offering of convertible senior notes due 2031. The company plans to use part of the proceeds for capped call transactions linked to its stock. Additional proceeds are earmarked for stock repurchases and general corporate purposes. Consider broadening your watchlist by comparing this move with other high-yield real estate and dividend-focused stocks through 8 dividend fortresses. NYSE:O 1-Year Stock Price Chart Realty Income is a US based...

Southwest Airlines recently expanded its Board of Directors by appointing Jason Liberty, Chairman and CEO of Royal Caribbean Group, and Varun Krishna, CEO of Rocket Companies, effective August 10, 2026, while also affirming a quarterly cash dividend of US$0.18 per share payable on September 24, 2026. The addition of leaders with deep experience in travel, finance, and technology hints at Southwest’s interest in broadening its operational and digital capabilities at the board level. We’ll now...

SpaceX’s Starlink plans to enter the direct to cellular market and target existing customers of major carriers, including AT&T (T). That shift has put AT&T’s competitive position and network strategy under closer scrutiny. See our latest analysis for AT&T. AT&T’s recent news flow, including new 5G devices, stadium network upgrades and fresh bond issuance, has coincided with a share price of US$24.50 and mixed momentum, with a 30 day share price return of 15.95% alongside a 1 year total...

Williams Companies (WMB) has drawn fresh attention after reporting higher second quarter 2026 revenue and net income, alongside announcing the Momentum Midstream acquisition and a new power focused joint venture with Blackstone. See our latest analysis for Williams Companies. Against this backdrop, Williams Companies’ share price sits at $72.31, with a year-to-date share price return of 18.83% and a 1-year total shareholder return of 29.16% that builds on a very large 5-year total shareholder...

National Retail Solutions (NRS), a subsidiary of IDT Corporation, recently launched a direct point-of-sale integration with Uber Eats, linking thousands of independent retailers across the U.S. and Canada to the food delivery marketplace with real-time inventory and unified order management. This connection between NRS’s POS data and Uber Eats’ customer base could help small retailers participate more fully in online delivery ecosystems and modern commerce infrastructure. Next, we’ll examine...

Compass (COMP) is back in focus after reporting second quarter 2026 results, with revenue of $4.31b and net income of $92m, alongside fresh third quarter revenue guidance of $3.85b to $4.05b. See our latest analysis for Compass. Compass shares have shown strong momentum around these results, with a 90 day share price return of 56.28% and a 1 year total shareholder return of 49.82%, although the 5 year total shareholder return remains down 21.13%. If you are weighing Compass alongside other...

Nutanix stock has delivered a strong 112.6% return over the past three years, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to upside, while market multiples suggest the shares are on the expensive side and the broader checks also lean cautious. Over the last 3 years Nutanix has returned 112.6%, which puts recent share price strength front and center for anyone thinking about entry points today. Expectations for Nutanix to keep converting...

Silicon Motion Technology (SIMO) is back in focus after announcing and then upsizing a zero coupon convertible senior notes offering to US$1b due 2031. This move was followed by an immediate share price drop. See our latest analysis for Silicon Motion Technology. Across the past month Silicon Motion Technology’s share price has fallen 31.36%, including a 16.57% decline over the last week and a 2.87% drop in the latest session, as investors factor in potential dilution and changing risk around...

Extreme Networks (EXTR) just packed several updates into early August 2026, including new earnings and guidance, a completed share repurchase tranche, and a refreshed revolving credit facility with JPMorgan and other lenders. See our latest analysis for Extreme Networks. At a share price of $23.90, Extreme Networks has seen a sharp 7 day share price return decline of 26.10% and a 30 day share price return decline of 29.10%. However, the year to date share price return is 44.50% and the 5 year...

BOK Financial (BOKF) recently affirmed a quarterly dividend of US$0.63 per share, payable on 2 September 2026. The ex dividend date and record date are both set for 19 August 2026. See our latest analysis for BOK Financial. The latest dividend affirmation comes as BOK Financial trades at US$144.03, with a 30 day share price return of 3.85% and a 90 day share price return of 13.47%. Over longer periods, total shareholder return stands at 40.80% over 1 year and 85.50% over 5 years, which...

Newmont (NYSE:NEM) and Barrick resolved all outstanding disputes related to the Nevada Gold Mines joint venture. The companies agreed to contribute previously excluded key properties into Nevada Gold Mines under a new operating and governance framework. Newmont consented to Barrick's proposed IPO of its North American gold assets, adding a new dimension to their partnership. For readers looking to compare this move by Newmont with other gold producers and operators, the next place to look...

Vertiv Holdings Co (VRT) just released second quarter 2026 results and raised both third quarter and full year guidance, tying its outlook closely to continued demand from AI focused data centers. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co shares have climbed sharply over the year, with a year to date share price return of 60.47% and a 1 year total shareholder return of 96.30%. This comes even after a recent 30 day share price pullback of 11.62% and a 90 day share...

UBS Securities upgraded Jabil (NYSE:JBL) to buy, citing a multiyear AI driven growth cycle with potential for significant revenue and margin expansion. The firm pointed to Jabil's AI related revenue outlook and capacity expansion, including projects in Croatia, as key supports for its thesis. UBS also highlighted Jabil's push into automation markets as an additional driver for both top line and operating margin growth. Consider widening your watchlist to other companies tied to AI...

Global bond yields have been moving as investors react to higher oil prices and renewed inflation worries. That kind of backdrop keeps attention on companies that can grow through changing rate expectations, especially when management teams have meaningful skin in the game. Fast Growing Stocks With High Insider Ownership can help you focus on those businesses. This article highlights three stocks from that screener to put on your watchlist. The stocks below are just a starting sample, while...

Corning stock has delivered a very large 3 year gain while the valuation checks are split, with the Discounted Cash Flow (DCF) estimate pointing to upside relative to the current share price and the market multiples suggesting the stock now trades at a premium. Corning is up about 4.4x over the past 3 years, which puts extra focus on whether recent buyers are paying above the company’s underlying value. Fresh attention on U.S. semiconductor and data infrastructure, including recent policy...

Hercules Capital earnings and dividend get investor attention Hercules Capital (HTGC) recently reported second quarter and first half 2026 results alongside a new cash dividend, a combination that has put the stock on many income focused investors’ watchlists. See our latest analysis for Hercules Capital. At a share price of US$16.67, Hercules Capital has seen short term share price pressure with a 1 day decline of 2.91%. However, the 3 month share price return of 5.11% and 5 year total...

BJ's Wholesale Club Holdings has delivered a 78.1% total return over the past five years, yet its current share price of US$93.96 sits at a sizeable discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, with market multiples pointing in the same direction. The 78.1% return over five years suggests BJ's Wholesale Club Holdings has already rewarded patient shareholders, which makes the current valuation gap more striking. Expectations that the company can...

Penske Automotive Group stock has delivered a strong 182.4% total return over the past 5 years, yet the broader valuation checks suggest it no longer looks like an obvious bargain at current levels. At the same time, investors are weighing solid recent share price performance against questions over how much upside is left around the proposed US$210 per share take private offer. The 182.4% return over 5 years points to a stock that has already rewarded long term holders, which naturally...

Stryker stock has delivered a 37.0% gain over the past five years, yet the latest valuation checks suggest it is not an obvious bargain, even as an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to some upside versus the current share price. With the shares recently closing at US$348.15 and the company working through the financial impact of a cyberattack and order backlog, investors are now weighing a mixed valuation picture. Stryker’s 37.0% return over five...

Honeywell International recently presented at Deutsche Bank’s Chicago Industrials Summit, where CFO Mike Stepniak addressed investors, following Honeywell Aerospace’s earlier Q2 2026 update showing higher sales but lower adjusted earnings and reduced full-year guidance. The combination of mixed earnings and a weaker outlook for Honeywell Aerospace has sharpened attention on how the post-separation businesses may balance growth, profitability, and capital allocation priorities. We’ll now...

Box stock has delivered a 33.9% return over the past five years, yet its valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable gap to the current share price while market multiples lean the other way. A 33.9% five year return suggests Box has rewarded patient shareholders, so the current price reflects at least some confidence in its long term cash generation. Recent commentary around Box's AI security capabilities and enterprise...

In recent weeks, CELUS announced a partnership with Variscite that plugs Variscite’s NXP-based system‑on‑modules into the CELUS Design Platform and NXP Block Diagram Designer, while NXP revealed its Trimension NCJ29D6 UWB chips will feature in BMW’s 2026 vehicle programs for digital keys and in‑cabin presence detection. Alongside ongoing talks to acquire AI video‑chip maker Ambarella, these developments highlight how NXP is tying its automotive and edge portfolios more tightly into AI‑driven...

Caterpillar (CAT) just delivered its best quarter on record, with management lifting full year 2026 sales and revenue guidance to mid to high teens growth, supported by a US$72b backlog. See our latest analysis for Caterpillar. Caterpillar's latest results come after a sharp pullback in recent weeks, with the 30 day share price return down 11.45% and the 90 day share price return down 6.53%. At the same time, the year to date share price return is 40.94% and the 5 year total shareholder...