U.S. Software Stock News

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...

Hamilton Lane stock has fallen 32.6% over the past year, yet the current valuation checks now suggest the shares no longer look obviously expensive or obviously cheap. After this reset, investors are weighing a recent bounce against what the broader valuation picture implies for the next phase. Over the last 12 months the share price declined 32.6%, which puts recent gains into the context of a stock still well below where it traded a year ago. Hamilton Lane’s recent move to acquire a US$270...

The market just rewrote the Alamar Biosciences story in one session. The stock surged 30.7% to US$36.57 after its first post‑IPO quarter as a listed company, even though the business is still running losses. That kind of jump puts expectations on a different level. The headline from these earnings is simple. Revenue reached US$29.4m in Q2 and gross margin hit 60%, an all time high for the company, while Alamar reported a net loss of US$13.2m. For a high growth proteomics platform, this...

HCA Healthcare stock has produced a 75.1% return over the past five years, yet current valuation checks suggest the shares may still trade at a discount to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. At the same time, recent headlines around worker pay, staffing, leadership changes and new urgent care acquisitions give investors more to weigh as they think about what that valuation gap really reflects. A 75.1% return over five years...

Legend Biotech entered this earnings release as a pressured growth story, with the stock down sharply over the past three months. Today the mood shifted. Shares rose about 6% after the market absorbed a straightforward set of results. Q2 moved from a loss in Q1 to positive basic earnings per share and reported quarterly revenue of US$387.5m. For a biotech widely viewed as long on promise and short on profits, that move into positive earnings on a quarterly basis is the key detail. The rest of...

In the second quarter of 2026, Glaukos Corporation reported sales of US$185.61 million versus US$124.12 million a year earlier, with its basic loss per share from continuing operations narrowing to US$0.31 from US$0.34. Alongside this performance, Glaukos raised its 2026 net sales guidance to a range of US$680 million to US$700 million, signaling management’s increased confidence in the company’s revenue outlook despite ongoing losses. We’ll now explore how Glaukos’ raised full-year sales...

In August 2026, Schrödinger, Inc. reported that second-quarter 2026 revenue rose to US$58.89 million and swung from a prior-year loss to net income of US$5.98 million, while also filing a US$46.95 million shelf registration for 3,000,000 common shares related to its employee stock ownership plan. On the same day, Bristol Myers Squibb announced it would deploy Schrödinger’s agentic AI co-scientist Bunsen across its research organization, expanding a long-running collaboration and spotlighting...

Plug Power jumped about 5% to US$2.22 into the close, which indicates traders responded positively to the headline. The story behind that move is a sharp reset in sentiment around margins and cash burn. Q2 revenue landed at US$178.3m with gross margin roughly at breakeven instead of the deep losses investors had grown used to. Net cash usage fell to about US$61m in the quarter. The question now is whether this early margin repair and slower cash burn justify the renewed optimism in a stock...

GoodRx Holdings (NasdaqGS:GDRX) appointed Justin Fengler as Chief Financial Officer and Treasurer, succeeding Christopher McGinnis. Fengler will hold the CFO and Treasurer roles alongside his existing position as Chief Strategy & Operations Officer. The leadership change centralizes financial, strategy, and operations responsibilities under a single executive. This kind of leadership reshuffle is one piece of a broader story about how companies think about capital allocation and income...

Chicago Atlantic Real Estate Finance shares barely moved after earnings, slipping only 0.05% to about US$10.23. For a stock tied to high yield cannabis credit, that calm response sits at odds with what really jumped off the page. The headline is not revenue or basic earnings per share. It is the squeeze between very high dividends and the cash needed to support them. Distributable earnings per share came in at US$0.44 while the declared dividend was US$0.47. That gap, alongside already...

Why Alkami Technology Stock Is Back in Focus Alkami Technology (ALKT) is drawing fresh attention after reporting second quarter results, issuing new revenue guidance, and announcing data focused partnerships with Arkatechture and Plaid that expand its digital banking offering. See our latest analysis for Alkami Technology. Alkami Technology's recent earnings, guidance and new data partnerships have coincided with building momentum in the share price, with a 30 day share price return of 14.29%...

HighPeak Energy shares have quietly climbed, up about 4% today and more than 20% over the past month, as investors reassess a stock that has been priced for trouble. The tension is simple: the market still sees a highly discounted, volatile small cap, while the latest quarter shows an oil producer that just reported solid profits and cash generation. The headline is the earnings swing. HighPeak Energy moved from a loss in recent quarters to Q2 basic earnings per share of about US$0.60 on...

Hancock Whitney stock has delivered a 107.3% return over the past three years. The current Excess Returns intrinsic value estimate now points to the shares trading at a 43.7% discount, while traditional earnings-based multiples look roughly in line with the market. That mix leaves Hancock Whitney looking neither like a straightforward bargain nor clearly expensive on a headline basis. Over the past three years Hancock Whitney has returned 107.3%, which puts recent gains front and center when...

PPL (PPL) has moved into focus after its recent Q2 2026 earnings report and reaffirmed full year guidance. The company is tying current performance to long term data center driven power demand. See our latest analysis for PPL. At a share price of US$35.28, PPL has seen modest short term moves around its Q2 2026 earnings and guidance reaffirmation, while the 3 year total shareholder return of 53.16% contrasts with a slightly negative 1 year total shareholder return. If data center driven power...

With the Fed’s tone turning tougher and Beth Hammack openly backing further rate hikes, interest rates sit at the heart of the stock market story again. Higher borrowing costs can squeeze some companies while opening the door for others that earn more from lending and underwriting. This article walks through three US financial stocks from a focused screener, showing how each could be positioned as policy tightens. The three stocks covered below are only a starting sample from this theme, and...

KeyCorp stock has delivered a very strong 148.9% return over the past three years, yet current checks still point to the shares trading below an estimate of intrinsic value based on the Excess Returns model and on earnings multiples. That combination has put fresh focus on whether the recent gains have fully closed the gap or if there is still a valuation cushion in the current US$22.69 share price. The 148.9% return over three years highlights how strongly KeyCorp has rewarded long term...

L.B. Foster stock slipped about 4% today to around US$37.94 after investors digested a quarter that looked softer on the surface but carried a different message beneath. Q2 sales landed at US$138.6m with basic earnings per share of roughly US$0.30, which kept trailing net profit margin near 2%. The short-term price drop reflects that margin pressure. The longer-term story revolves around whether this industrial company can translate its improved cash generation and lower net debt of US$42.2m...

Ouster (NasdaqGS: OUST) has secured a multimillion dollar statewide traffic management expansion in Utah for its BlueCity lidar solution using the new Rev8 sensor. The project will deploy Ouster's Rev8 lidar across Utah's road network as part of a mission critical traffic management system. The contract represents a large scale public infrastructure rollout for the BlueCity platform beyond standard product sales updates and quarterly reports. For investors tracking how lidar and sensing...

Cloudflare stock has delivered a very large 3 year return, yet the current valuation checks flag it as expensive rather than a clear bargain, which will catch the eye of investors who care about price paid versus fundamentals. Cloudflare has returned about 394.2% over the past 3 years, which puts extra pressure on today’s buyers to justify paying up at current levels. Expanding government certifications and products tied to AI and machine traffic can support long term growth expectations,...

Neogen Corporation recently reported fourth-quarter and full-year 2026 results showing revenue of US$225.3 million for the quarter and US$870.4 million for the year, alongside a much smaller net loss than the very large loss recorded a year earlier, and also confirmed new revenue guidance for fiscal 2027 while completing a long-running share repurchase program and later announcing the resignation of director Thierry Bernard on August 3, 2026. A key insight is that, despite slightly lower...