U.S. Software Stock News

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...

In recent days, analysts have projected that Macy's will report lower earnings per share and slightly softer revenue for its upcoming quarter, amid ongoing store closures and weak same-store sales that underscore operational strains. At the same time, Macy's trades on earnings multiples below many multiline retail peers, raising questions about whether its current challenges are fully reflected in its valuation. We’ll now examine how the anticipated earnings decline and ongoing store...

With the yen sitting near ¥160 per dollar and capital flowing toward U.S. assets tied to AI and high-growth projects, the gap between winners and laggards can widen quickly. Some stocks linked to AI infrastructure and capital investment could benefit from this global tilt, while others may feel pressure from currency swings. This article walks through three stocks from our screener that appear particularly exposed to these cross currents. The three stocks that follow are only a sample from...

In the past quarter, Entegris, Inc. reported second-quarter 2026 sales of US$883.2 million and net income of US$93.6 million, with both revenue and earnings rising compared with a year earlier, alongside higher earnings per share from continuing operations. The company also issued guidance calling for further sales and earnings growth in the second half of 2026 while reshaping its portfolio and board, including exiting non-core operations and appointing a new director with extensive...

Between March 30 and June 28, 2026, Hasbro completed a share repurchase of 474,667 shares, or 0.34% of its stock, for US$41.46 million under its February 10, 2026 buyback program. The completed buyback underscores Hasbro’s willingness to return cash to shareholders at the same time analysts highlight growth in its trading card, digital, and franchise-driven businesses. Next, we’ll examine how Hasbro’s completed buyback program may influence its investment narrative around brand momentum and...

Medical Properties Trust slipped 3.1% to about US$4 in the first session after its Q2 report, which reflects how jumpy the near term story remains. The longer term picture focuses on whether this balance sheet repair plan holds together. The headline is not the small reported earnings loss; it is that normalized funds from operations per share came in at US$0.15 and management moved ahead with a US$2.4b secured refinancing that reshapes near term maturities. Short term pressure meets a multi...

Village Farms International stock barely flinched after earnings, up about 2.5% to US$2.43. This suggests traders are still on the fence. The headline is not the move in the share price; it is the earnings power that now sits behind it. Q2 basic earnings per share came in at roughly US$0.06 and net income reached about US$7.1m, with a trailing net margin just under 10%. For a cannabis producer, that margin profile is what really challenges the calm market reaction. Is Village Farms...

Carpenter Technology earnings and guidance move into focus Carpenter Technology (CRS) has drawn fresh attention after reporting fourth quarter and full year 2026 results, along with new operating income guidance through 2029. This gives investors updated context on profitability and capital allocation. See our latest analysis for Carpenter Technology. Following the earnings release and updated guidance, Carpenter Technology’s share price has eased in the short term, with a 1 day share price...

Theravance Biopharma walked into this earnings print with a flat share price and a reputation built on lumpy royalty income and big one off gains. The stock barely moved today, yet the quarter itself told a quieter story. Core revenue sat at US$20.7m while the company swung to a quarterly loss of US$5.9m as earnings per share slipped back into negative territory. The real headline for you is the gap between rich trailing figures, which still carry that large past gain, and a current quarter...

Omega Healthcare Investors earnings event Omega Healthcare Investors (OHI) recently reported second quarter 2026 results, giving investors fresh detail on how this healthcare focused REIT is performing midway through the year. The report covered sales, revenue, net income and earnings per share for both the quarter and the first six months, offering a broad view of Omega Healthcare Investors financial position. See our latest analysis for Omega Healthcare Investors. At a share price of...

Why Innovative Industrial Properties Stock Is Back in Focus Innovative Industrial Properties (IIPR) recently posted second quarter 2026 earnings with net income and earnings per share higher than a year earlier, despite relatively unchanged revenue. The company also completed a sizeable share buyback. See our latest analysis for Innovative Industrial Properties. The latest earnings and completed buyback have put Innovative Industrial Properties back on investors’ radar, even as the share...

NCR Atleos (NATL) reported second quarter 2026 results on 5 August, with net income and earnings per share above the prior year. Revenue for both the quarter and half year stayed broadly similar. See our latest analysis for NCR Atleos. NCR Atleos shares trade at US$46.86, with a 1 month share price return of 4.3% and a year to date share price return of 25.9%. The 1 year total shareholder return of 27.7% points to momentum building around the earnings improvement story. If you are looking for...

In recent months, Digital Realty Trust has continued to expand its global data center footprint to about 310 facilities with roughly 3.10 gigawatts of IT capacity and 8.50 gigawatts of buildable capacity, while reporting steadily rising core funds from operations that it expects will comfortably cover dividend payments. A key angle for investors is Digital Realty’s emphasis on high-occupancy hyperscale facilities serving cloud and AI customers, which underpins how it aims to benefit from...

Palo Alto Networks has delivered a very large 5 year return, yet its current valuation checks suggest the stock is trading at a premium rather than as an obvious bargain. After a sharp multi year run and recent enthusiasm around AI driven cybersecurity, both market based multiples and an intrinsic value estimate using a Discounted Cash Flow (DCF) approach point to an overvalued picture. Palo Alto Networks has returned roughly 5.3x over 5 years, which sets a high bar for any further upside...

Archer-Daniels-Midland has delivered a 49.8% return over the past five years, yet its valuation signals are mixed, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) model pointing to upside while earnings based market multiples lean the other way. A 49.8% five year return suggests Archer-Daniels-Midland has already rewarded patient shareholders, so fresh buyers may want to look closely at what is now priced in. Recent investments to expand soybean crush capacity can...

Q2 Holdings (QTWO) stock is in focus after the company reported second quarter 2026 results, with higher sales and net income compared with a year earlier, alongside raised full year revenue and adjusted EBITDA guidance. See our latest analysis for Q2 Holdings. At a share price of $63.36, Q2 Holdings has seen a 22.25% 1 month share price return and a 41.74% 3 month share price return, while the 1 year total shareholder return is down 15.68% and the 5 year total shareholder return is down...