U.S. Software Stock News

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...

The Trade Desk reported past second-quarter 2026 results showing sales of US$715.06 million but lower net income of US$64.39 million, and issued third-quarter revenue guidance of at least US$650 million while completing a US$2.49 billion share buyback program covering 10% of shares. Behind the weaker earnings, management pointed to higher platform costs from shifting workloads to owned data centers and pressure on large advertisers in consumer goods and autos, raising fresh questions about...

Mosaic (NYSE:MOS) launches a major debt refinancing initiative, combining cash tender offers for multiple series of outstanding notes with a new senior notes offering. The company plans to repurchase a significant portion of its existing debt securities using proceeds from the recently completed fixed income issuance. The refinancing effort is intended to adjust Mosaic's debt profile, which may affect interest costs, maturity timelines and overall financial flexibility. This type of balance...

Coupang, Inc. reported its second-quarter 2026 results, with revenue rising to US$8.86 billion from US$8.52 billion a year earlier, but swinging from a net income of US$32 million to a net loss of US$570 million, including a move from basic earnings per share of US$0.02 to a basic loss per share of US$0.32. Across the first half of 2026, revenue increased to US$17.36 billion from US$16.43 billion, yet the company shifted from net income of US$139 million to a net loss of US$836 million,...

In early August 2026, Stride, Inc. reported full-year revenue of US$2.52 billion and higher net income alongside extending its share repurchase plan, while confirming it is actively evaluating acquisitions supported by what management described as a flexible balance sheet. The same period brought a leadership change as long-time board member Robert E. Knowling, Jr. became CEO, pairing experienced technology-and-education oversight with increased capital returns to potentially reshape how...

In the second quarter of 2026, Old Dominion Freight Line reported revenue of US$1,554 million and net income of US$350.6 million, with earnings per share rising versus the prior year and continued share repurchases under its 2023 buyback program. By completing repurchases of 11,015,262 shares for about US$2.01 billions, the company has paired earnings growth with meaningful capital returns, potentially influencing how investors view its efficiency and capital allocation. We’ll now examine...

In early August 2026, SentinelOne, ConnectWise, Amazon Web Services, and LevelBlue unveiled a series of AI-focused collaborations and platform enhancements, ranging from unified AI governance on Amazon Bedrock to governed, closed-loop response across the Singularity Platform and expanded Wayfinder Frontier AI Services. Together, these moves underscore SentinelOne’s push to make AI-driven security both more automated and more governable, with managed service providers and large cloud...

Why FedEx Stock Is Back in Focus After New Automation Rollout FedEx (FDX) has begun using Dexterity's dual armed Mech trailer loading systems at its Hagerstown Hub in Maryland, a move that puts automation and long term cost control firmly on investors' radar. See our latest analysis for FedEx. FedEx shares trade at US$322.43 after slipping around 1% on the day. The stock still shows a 1-year total shareholder return of 77.16% and a 5-year total shareholder return of 59.07%, suggesting...

Freshworks earnings and guidance set the tone for investors Freshworks (FRSH) shares are in focus after the company reported second quarter results with higher sales and a move to net income, alongside raised full year 2026 revenue guidance. Investors now have fresh financial data and updated expectations to work with, which can help frame how the stock’s recent performance lines up with the company’s reported progress. See our latest analysis for Freshworks. Freshworks shares trade at...

Melco Resorts & Entertainment stock has fallen a long way over the past few years, yet the broader valuation checks still point to shares trading on the cheap side. With the price around US$5.55 and Macau projects progressing, investors are weighing a weak share price history against signs the stock may already bake in a lot of pessimism. Over the past 5 years, Melco Resorts & Entertainment has declined about 53%, which suggests market confidence in the story has been under pressure for an...

In the past week, Fluence Energy reported third-quarter 2026 results showing revenue of US$649.85 million but a net loss of US$32.82 million, and lowered full-year revenue guidance to about US$2.90–US$3.10 billion due to project delays and manufacturing ramp-up challenges. Despite record orders and strong data center demand, the combination of a swing back to losses and reduced guidance has shifted focus squarely onto Fluence’s ability to execute on its growing backlog. Next, we’ll examine...

Revolution Medicines has delivered very strong long term shareholder returns over the past five years, yet the broader valuation checks now suggest the stock is priced on the rich side rather than as a clear bargain. Revolution Medicines has returned about 7x over the past 5 years, which puts extra pressure on today’s buyers to justify the current share price. Recent interest around its RAS(ON) inhibitor partnerships and demand for daraxonrasib can support high growth expectations, but the...