U.S. Software Stock News

NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Revolution Medicines (RVMD) Stock Looks Strong On Returns But Expensive On Value

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...
NYSE:NYT
NYSE:NYTMedia

Does New York Times (NYT) Pairing Earnings Strength With Buybacks Reveal Its Long-Term Strategic Priority?

The New York Times Company reported past second-quarter 2026 results with revenue of US$762.46 million and net income of US$93.42 million, alongside completing a US$110.48 million share repurchase program totaling 1,488,255 shares since its February 2025 announcement. The combination of stronger year-on-year earnings and ongoing capital returns through buybacks highlights how the company is balancing growth investment with shareholder-focused cash deployment. Next, we’ll examine how this...
NYSE:HNI
NYSE:HNICommercial Services

HNI (HNI) Just Gave Investors Something To Think About

HNI earnings rise in sales while EPS moves lower HNI (HNI) reported second quarter 2026 results that combined strong year-over-year sales growth with lower earnings per share, along with new guidance that indicates a sharp pickup in Workplace Furnishings revenue. See our latest analysis for HNI. HNI's recent earnings update comes after a strong run in the stock, with a 30 day share price return of 23.95% and a 90 day share price return of 59.43%. The 5 year total shareholder return of 50.48%...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

The Bull Case For Grab Holdings (GRAB) Could Change Following Raised 2026 Guidance And Expanded Buybacks

Earlier this month, Grab Holdings Limited reported record second-quarter 2026 results, lifted full-year 2026 revenue guidance to US$4.10–4.15 billion, and completed a US$250 million share buyback of 66,952,760 shares. The company also expanded its share repurchase authorization by US$750 million and highlighted strengthening profitability, including contributions from Superbank and the newly acquired AI-powered wealth platform Stash. We’ll now examine how the raised 2026 guidance and larger...