U.S. Software Stock News

Executive hire and recent results put Evercore in focus Evercore (EVR) has drawn fresh attention after appointing Dylan Tornay as senior managing director in its equity capital markets group, alongside recent quarterly earnings and a confirmed dividend declaration. Tornay joins from Citi with nearly 30 years of equity capital markets experience. He will focus on industrials and infrastructure, areas that may matter for investors watching how Evercore positions its advisory and capital markets...

In early August 2026, ePlus Inc. reported Q1 FY27 results showing revenue of US$649.11 million and lower net income of US$30.28 million year on year, while reiterating mid-single-digit growth guidance for fiscal 2027 and declaring a quarterly dividend of US$0.27 per share. Management also highlighted that a strong balance sheet is allowing ePlus to keep funding organic growth, evaluate acquisitions, and return cash to shareholders through dividends and share repurchases, offering a mixed...

Diversified Healthcare Trust recently reported past second-quarter 2026 results, with sales of US$47.47 million and revenue of US$365.39 million, alongside a net loss of US$37.42 million and basic loss per share from continuing operations of US$0.16. Despite lower sales and revenue versus a year earlier, the trust reduced its net loss and loss per share, indicating that expense controls and operational adjustments are limiting the impact of softer top-line performance. We’ll now examine how...

Standex International (SXI) has moved into focus after reporting higher quarterly and full year sales and net income, alongside guidance that points to further organic growth and an expanded new product pipeline in fiscal 2027. See our latest analysis for Standex International. Against this backdrop, Standex International's share price has climbed strongly, with a 90 day share price return of 28.68% and a year to date share price return of 45.93%. The 1 year total shareholder return of 75.26%...

Teledyne Technologies (TDY) has agreed to acquire Varex Imaging in an all cash transaction valued at about US$1.1b, offering US$18.90 per Varex share. This move adds oncology focused X-ray detectors to Teledyne's portfolio. See our latest analysis for Teledyne Technologies. At a share price of US$690.25, Teledyne Technologies has posted a 30 day share price return of 8.77% and a year to date share price return of 33.06%. The 3 year total shareholder return of 71.49% points to sustained...

Intellia Therapeutics (NTLA) reported Q2 2026 results that kept the company in loss making territory, although the net loss and loss per share for both the quarter and first half improved versus last year. See our latest analysis for Intellia Therapeutics. Intellia Therapeutics’ latest earnings release on 6 August came after a period where the stock’s year to date share price return of 30.51% is set against a 1 year total shareholder return of 11.92% and a 3 year total shareholder return that...

Edison International earnings and guidance update Edison International (EIX) has released second quarter 2026 results that combine higher quarterly net income with revised, lower full year earnings guidance, giving investors fresh numbers to assess the stock. See our latest analysis for Edison International. The share price reaction around the earnings release has been weak, with Edison International down 5.1% over the past week and 9.8% over the past month, even though the year to date share...

We wouldn't blame Griffon Corporation ( NYSE:GFF ) shareholders if they were a little worried about the fact that...

N-able, Inc. recently reported its Q2 2026 results, shifting from a net loss of US$4.63 million a year ago to net income of US$1.76 million and issuing Q3 and full-year 2026 revenue guidance of US$134.5–US$135.5 million and US$539–US$542 million, respectively. Management highlighted Data Protection as a key driver of new annual recurring revenue and credited AI-generated code, now almost half of committed code, for improving development productivity, even as weaker renewal rates in UEM and...

Albertsons Companies (ACI) stock is in focus after the company cut its full year earnings guidance and missed analyst expectations, prompting a law firm investigation and speculation around potential CEO changes. See our latest analysis for Albertsons Companies. The law firm probe and questions over Albertsons Companies leadership come after a sharp reset in sentiment, with the 30 day share price return down 17.82% and the year to date share price return down 29.92%, while the 1 year total...

How the latest earnings frame Portland General Electric stock Portland General Electric (POR) just posted second quarter and half year 2026 results, giving you a mixed snapshot. Quarterly profit grew year over year, while revenue and net income for the first half declined. See our latest analysis for Portland General Electric. The latest earnings and regulatory filing sit against a share price that has eased recently, with the 30 day share price return down 8.85%, even though the 1 year total...

Callaway Golf Company recently reported second-quarter 2026 results showing sales of US$612.2 million and net income of US$75.2 million, and it lifted full-year 2026 net sales guidance to a range of US$2.045 billion to US$2.07 billion while also issuing third-quarter sales guidance of US$415 million to US$435 million. Alongside its stronger earnings, the company repurchased 5,625,569 shares for US$80.08 million under its 2026 buyback program, signaling management’s willingness to return...

Earlier this week, Ollie’s Bargain Outlet released survey results from nearly 60,000 loyalty members for National Bargain Hunting Week, showing inflation is reshaping how customers shop and save. The findings highlight that more consumers are turning to discount retailers, carefully comparing prices, and stocking up on brand-name bargains, underscoring Ollie’s positioning as a go-to destination for value-focused shoppers. Next, we’ll examine how this evidence of rising price-consciousness...

Insight Enterprises (NSIT) is back in focus after Q2 2026 results showed higher revenue, stronger earnings per share, and raised full year guidance, all tied to demand for AI infrastructure and cloud services. See our latest analysis for Insight Enterprises. The Q2 update and raised guidance have come alongside a sharp shift in sentiment, with Insight Enterprises posting a 77.82% 90 day share price return and a 24.97% 1 year total shareholder return. Momentum has clearly accelerated in recent...

In July 2026, CNX Resources reported second-quarter results showing lower production volumes of 151.5 Bcfe and revenue of US$618.48 million compared with the prior-year quarter, while also updating its 2026 production guidance to a range of 605 Bcfe to 620 Bcfe and continuing share repurchases totaling 116.29 million shares since 2018 for US$2.13 billion. An interesting contrast emerged as quarterly revenue and net income fell year over year, yet six-month revenue and earnings per share...

Q2 earnings, dividend and buyback put WisdomTree in focus WisdomTree (WT) is back on investors' radar after its July 31 earnings release, which outlined second quarter and first half 2026 results, along with an ongoing dividend and share repurchase program. See our latest analysis for WisdomTree. WisdomTree's latest earnings, dividend affirmation, and ongoing buyback sit against a strong run in the stock, with a 30 day share price return of 15.45% and a year to date share price return of...

Rackspace Technology (RXT) is back in focus after its latest earnings report and ongoing class action lawsuit highlighted both the financial impact and communication risks around its push into enterprise AI services. See our latest analysis for Rackspace Technology. Over the past year Rackspace Technology has moved from deep distress to a sharp rebound, with a very large year to date share price return of 385.48% and a 1 year total shareholder return of 290.91%. However, the stock has...

McCormick (MKC) is drawing fresh investor attention after extending its 2026 Flavor of the Year, Black Currant, into limited-run collaborations with Prince St. Pizza and Go Greek Yogurt across dessert pizza and frozen yogurt. See our latest analysis for McCormick. McCormick’s recent Black Currant collaborations arrive as the stock trades at US$53.13, with a 90 day share price return of 13.45% but a 1 year total shareholder return that has declined 21.28%. This suggests that short term...

In the past week, PG&E highlighted the safety risks of frequent underground utility line damage across its Northern and Central California service area while promoting National 811 Day to encourage calling before digging. At the same time, investors are reassessing PG&E’s position as a potentially undervalued regulated utility, balancing expanded grid investment opportunities against ongoing wildfire liability and bill affordability risks. We’ll now examine how this renewed focus on PG&E’s...

In early August 2026, Certara reported second-quarter results showing slightly higher sales of US$93.27 million but a much larger net loss of US$55.27 million, reaffirmed its full-year 2026 revenue guidance, announced multiple leadership changes, and expanded its share repurchase authorization to US$150 million after buying back 12,377,833 shares for US$98.21 million. Together, the swing from profit to loss, the appointment of a new Chief Commercial Officer under a unified commercial model,...

What the latest IHS Holding earnings release tells you IHS Holding (NYSE:IHS) has just posted second quarter and half year 2026 results. The update combines higher reported sales with a shift from profit to loss in the latest quarter, which gives investors several moving parts to assess. For the quarter ended June 30, 2026, IHS Holding reported sales of US$428.6 million compared with US$388.2 million a year earlier. Over the same period the company moved from net income of US$35.4 million to...

Credit card balances in the U.S. now sit at about US$1.26t, with more borrowers falling 90+ days behind and many using plastic just to cover essentials. That combination can strain households, yet it can also shift attention to companies that specialize in debt collection and credit recovery. This article walks through three stocks exposed to this trend and explains how each might fit, or might not fit, into your watchlist. The stocks covered below are just a starting sample from this corner...

What CEVA’s raised 2026 outlook signals for investors CEVA (CEVA) has drawn fresh attention after reporting second quarter 2026 results, updating third quarter guidance and lifting its full year revenue outlook, all on the back of stronger licensing activity. The company now expects 2026 revenue to be between 13% and 15% above 2025, compared with its earlier view of 12% growth. Management also guided third quarter revenue to a range of US$30.5 million to US$34.5 million, which provides a...

Sea Limited (NYSE: SE) reports Q2 results with revenue above market estimates, driven by Shopee and Monee. Management highlights robust e-commerce traction at Shopee, alongside strong financial services momentum at Monee. The company guides for significant full year EBITDA, indicating a materially updated financial outlook. Integrated payments, logistics, and financial services expansion is described as a key driver for Sea's regional and international positioning. For readers looking to...