U.S. Software Stock News

Lyft (LYFT) has drawn fresh attention after appointing airline executive Ben Minicucci to its board on July 23, 2026. The move comes as the stock recently outperformed major indices and approaches its August earnings date. See our latest analysis for Lyft. Over the past year, Lyft has paired sharp short term share price swings with a mixed longer term record. Recent momentum has built again, as the 7 day share price return of 11.69% and 90 day share price return of 9.99% contrast with a year...

In late July 2026, DemandScience announced a partnership with ZoomInfo to combine ZoomInfo’s data platform with DemandScience’s contextual marketing outcomes capabilities, while Dumpsters.com reported using ZoomInfo’s data to streamline prospecting and build a cleaner, more productive sales pipeline. Together, these updates highlight how ZoomInfo’s data foundation is being extended into outcome-focused demand generation while delivering measurable workflow efficiency gains for existing...

Q2 Holdings, Inc. reported past second-quarter 2026 results showing sales of US$219.77 million and net income of US$29.86 million, with both revenue and earnings higher than a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA guidance, citing strong demand for its digital banking and AI-powered products. We’ll now examine how the raised full-year guidance and AI-driven product momentum influence Q2 Holdings’ existing investment narrative. The future of work...

BlackRock stake puts fresh attention on Ondas stock BlackRock’s disclosure of a 7.2% passive stake in Ondas (ONDS), alongside recent defense contracts and acquisitions, has put fresh attention on the stock and management’s updated revenue outlook for fiscal 2026. See our latest analysis for Ondas. Despite BlackRock’s new position and the recent defense contracts and acquisitions, Ondas’ share price has come under pressure, with the 90 day share price return down 27.42% and the year to date...

CleanSpark recently saw its shares fall over the past week as investors responded to ongoing concerns about financial challenges and an upcoming earnings release originally scheduled for August 6, 2026. Analysts now expect meaningful year-over-year declines in both earnings and revenue, highlighting persistent profitability pressures despite earlier optimism about the company’s operating efficiency and market position. Next, we’ll examine how these weaker earnings expectations ahead of the...

NPK International Inc. recently reported its second-quarter and first-half 2026 results, with sales rising to US$81,590,000 and net income to US$11,970,000 for the quarter, and simultaneously raised full-year 2026 revenue guidance to a range of US$313,000,000 to US$323,000,000. Alongside these results, the company is committing capital to expand Louisiana manufacturing capacity and grow its rental fleet, signaling operational confidence and a focus on supporting longer-term demand. Next,...

General Motors (GM) is back in focus after reporting a 30% year over year increase in Q2 EBIT and raising its full year profit outlook, alongside heavy investment in US production and supply chain resilience. See our latest analysis for General Motors. At a share price of US$88.86, General Motors has seen a 17.7% 30 day share price return and a 9.7% year to date share price return. Its 1 year total shareholder return of 70.7% and 3 year total shareholder return of about 1.5x suggest momentum...

At AMD’s Advancing AI 2026 event held in July, Advanced Micro Devices launched its next-generation Helios rack-scale AI infrastructure, built around Instinct MI400-series GPUs, 6th Gen EPYC “Venice” CPUs, Pensando networking and ROCm software, while partners including VAST Data, MulticoreWare, Infobell, and Tensormesh announced new collaborations to optimize AI data center, inference, and robotics workloads on AMD platforms. Core Scientific’s separate announcement of a partnership with AMD...

Turning Point Brands (TPB) recently affirmed its capital return approach as the Board declared a regular quarterly dividend of $0.08 per share, payable on October 9, 2026, to shareholders of record on September 18. See our latest analysis for Turning Point Brands. The dividend affirmation comes after a weak run for Turning Point Brands’ share price, with the stock down 14.6% over the past 30 days and 32.3% year to date, even as its 3 year total shareholder return of about 201% points to a...

In the past quarter, Carvana Co. reported record second-quarter 2026 results, with revenue rising to US$7.38 billion from US$4.84 billion and net income increasing to US$310 million from US$183 million a year earlier, while also expanding same-day vehicle delivery to customers in the Fort Myers area. Despite these record figures, Carvana’s cautious full-year adjusted EBITDA guidance contrasted with its strong operational performance, raising questions about how management is balancing rapid...

Why Kymera Therapeutics Stock Is Back In Focus After A C-suite Change Kymera Therapeutics (KYMR) is in focus after appointing Terence Rooney, MD, as Chief Medical Officer, a change that puts fresh attention on how the company plans its future clinical development work. See our latest analysis for Kymera Therapeutics. Kymera Therapeutics shares trade at US$103.40 after short term share price weakness, with the stock down 3.37% over one day and 9.46% over 30 days, although a 28.11% 90 day share...

MACOM Technology Solutions Holdings (MTSI) is back in focus after investors and analysts highlighted its role in AI driven cloud computing, hyperscale data centers, SATCOM, and defense, sparking fresh interest in the stock’s current valuation. See our latest analysis for MACOM Technology Solutions Holdings. At around US$251, MACOM Technology Solutions Holdings’ latest share price sits after a sharp 30 day share price return that declined 28.29%, even though the year to date share price return...

Upwork stock is trading around US$9.16 after a difficult few years, and the key issue for investors now is that the shares screen cheap on broader valuation checks while long term returns have been weak. Upwork shareholders have seen the stock decline about 79.6% over the past 5 years, which raises questions about how much of the earlier optimism has unwound. The company’s ability to grow its marketplace activity and improve profitability can support the current valuation, while any setback...

Pacira BioSciences recently transitioned its investigational knee osteoarthritis gene therapy PCRX-201 to a scalable U.S.-based commercial manufacturing process and began enrolling patients into Part B of its Phase 2 ASCEND trial, while keeping the program on schedule. This progress not only advances one of Pacira’s highest-profile pipeline assets, supported by RMAT and ATMP designations, but also showcases the broader commercial potential of its high-capacity adenovirus gene therapy...

PPL (PPL) is back in focus after spending more than US$40 million with Blackstone Infrastructure on over 500 acres in Luzerne County for potential data center power plants. See our latest analysis for PPL. The latest data center power plans arrive while PPL’s short term share price performance has been weaker, with the stock down over the past quarter. However, the 3 year and 5 year total shareholder returns of 49.34% and 44.02% point to a stronger longer term record. If you think the data...

In late July 2026, JPMorgan Chase & Co. raised fresh funding through a wide range of new callable, unsecured fixed‑income notes and by completing multiple earlier bond offerings across maturities from 2028 to 2056. Alongside this busy debt calendar, the bank’s record Q2 profit, strong analyst sentiment, and ongoing build‑out in active ETFs and private banking reinforced its image as a diversified franchise using bond markets to support long-term growth initiatives. With JPMorgan pairing...

Big swings in stocks like Amazon, Apple, Coinbase and Roblox have pushed volatility and trading volumes back into the spotlight. When mega caps move sharply, the impact often spreads across the market and can reshape activity in options, ETFs and trading platforms. That creates fresh opportunities and risks for investors who care about how actively a stock trades, not just what it earns. This article looks at 3 stocks that are closely tied to this surge in volatility and are positioned to...

Harmony Biosciences Holdings has delivered a 30.8% total return over the past 5 years. However, recent share price softness and a strong overall value score suggest the stock may still be pricing in a relatively cautious view. The question for investors is whether the recent drift in performance lines up with what the broader valuation checks are implying. Over 5 years, Harmony Biosciences Holdings has returned 30.8%, which points to a moderate payoff for investors who stayed invested over...

Intuitive Surgical stock has dropped about 37.1% year to date, yet the current checks send mixed signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to some undervaluation while traditional market multiples suggest the shares screen expensive. Year to date, Intuitive Surgical is down 37.1%, which puts recent pricing under pressure even after a 4.7% gain over the last week. Expectations around long term procedure growth and new platforms such as da Vinci 5 can support...

Lear (NYSE:LEA) filed a new universal shelf registration, expanding its capacity to issue securities in the future. The company also launched a $252 million common stock offering tied to its Employee Stock Ownership Plan. Lear is a major automotive supplier focused on seating and electrical distribution systems, so capital flexibility can matter for product programs with large up front costs. The new shelf registration gives the company additional tools to access funding as auto...

Benchmark Electronics (BHE) drew fresh investor attention after its second quarter 2026 results surpassed guidance and analyst estimates, accompanied by a higher full year revenue outlook that now targets US$3b for the first time. See our latest analysis for Benchmark Electronics. The recent revenue beat and higher 2026 outlook arrived after a sharp pullback, with Benchmark Electronics posting a 16.0% decline in its 1 month share price return but an 81.7% share price return year to date and a...

Li Auto stock has had a difficult three years, with the share price down about 70.3%, yet current checks suggest the valuation now sits close to what most models consider fair. The Discounted Cash Flow (DCF) intrinsic value estimate is in line with the current market price and the main market based metrics also point to Li Auto trading at about the right level. Over the past three years Li Auto has declined 70.3%, which puts recent short term gains into the context of a longer period of weak...

McKesson (MCK) recently declared a quarterly dividend of US$0.94 per share, payable on October 1, 2026, with the ex dividend and record dates set for September 1, 2026. Investors may now reassess the stock’s income profile. See our latest analysis for McKesson. At a share price of US$856.19, McKesson’s recent 30 day share price return of 11.47% and 1 year total shareholder return of 23.02% indicate strengthening momentum ahead of the upcoming earnings report and this dividend. If this kind of...

Rockwell Automation (ROK) recently reported quarterly results that surpassed analyst expectations, with revenue and earnings supported by strong organic growth and a raised full year outlook that set it apart from industrial automation peers. See our latest analysis for Rockwell Automation. After the earnings beat and guidance raise, Rockwell Automation's share price has moved to $480.08, with a 90 day share price return of 17.83% and a 1 year total shareholder return of 41.33%. This suggests...