U.S. Software Stock News

The market punished iHeartMedia on Tuesday. The stock dropped about 21% to around US$2.94 even as the company delivered Q2 revenue of US$977 million and adjusted earnings before interest, tax, depreciation and amortisation of US$152 million that lined up with expectations. Investors focused on the balance sheet strain instead. Net debt sits near US$4.7b and shareholders’ equity is negative, which keeps credit risk front and centre. The sharp one day selloff indicates that traders are treating...

Target Hospitality stock nudged 2.7% higher to about US$16.50 after earnings, a measured move for a company that just put up heavy revenue and contract firepower. The headline is simple. Q2 revenue came in around US$85 million, while the Workforce Hospitality Solutions business turned into the clear story driver and helped shrink per share losses versus recent quarters. For a stock that has drifted over the past month, the immediate optimism looks tied to one thing. Investors are reacting to...

Energy Services of America stock just dropped 14.4% to US$13.23, capping a tough run that already had the shares down over the past week and quarter. The market reacted fast to the headline move. The numbers tell a different story. Third quarter revenue landed at roughly US$130.0m and basic earnings per share came in at about US$0.18, which keeps the trailing twelve month earnings picture intact for now. For you as an investor, the real question is whether this selloff reflects a lasting hit...

FutureFuel walked into this earnings print as a loss‑making specialty chemicals and biofuels stock that many investors viewed with skepticism. It walked out with the stock up 23.5% in a single session. The move reflects one thing above all: Q2 2026 flipped from a run of quarterly losses to net income of US$11.2m on revenue of US$78.7m. The market had already seen double digit gains over the past 90 days. This latest jump shows how strongly investors reacted to the sharp swing back into...

Dole stock barely moved on the earnings print, slipping just 0.2% to close at US$12.96, yet the quarter itself was anything but quiet. Revenue landed at US$2.5b while adjusted EBITDA came in at US$117m, squeezed by higher fuel and shipping costs. For a business that lives on thin produce margins, that kind of pressure matters. The bigger story now sits beyond today’s flat reaction. Forecast earnings growth, a P/E well below many peers, and a balance sheet still carrying meaningful debt put...

AST SpaceMobile stock jumped 4.2% to US$71.65 today, even though the quarterly headline was not about profits at all. The story that moved the price was revenue hitting US$31.5 million in Q2 and management holding the line on full year revenue guidance of US$150 million to US$200 million. Short term traders are reacting to that delivery and the growing US$1.3b contracted backlog. Long term investors will focus on what those figures mean for a business that is still loss making and funding a...

Reinsurance Group of America (RGA) has drawn fresh attention after reporting second quarter 2026 results that included higher revenue, higher net income, and increased earnings per share from continuing operations compared with a year earlier. See our latest analysis for Reinsurance Group of America. The strong Q2 2026 update, higher quarterly dividend, and recent share buybacks appear to sit alongside firm price momentum, with Reinsurance Group of America posting a 17.6% 90 day share price...

Why Allison Transmission Holdings Stock Is Back In Focus Allison Transmission Holdings (ALSN) is back on investors' radar after second quarter 2026 results showed record quarterly sales, new defense contracts, and higher full year guidance following its off highway business integration. The company reported second quarter sales of US$1,566 million compared with US$814 million a year earlier, supported by defense orders including a US$250 million 4040 MX transmission contract and programs for...

Viant Technology just watched its stock drop 6.4% to US$13.19, even though the quarter delivered the kind of numbers many ad tech investors say they want. Revenue for this programmatic advertising platform reached US$104.3m in Q2 2026 and adjusted EBITDA came in at US$14.2m, both ahead of what the company had guided only a few months ago. The market focused on the headline price move. The earnings story centered on strong contribution ex traffic acquisition costs and expanding profitability...

Upwork stock just absorbed a sharp 15% hit in a single session, even though the company reported one of its cleanest profitability stories to date. The freelance marketplace closed at US$8.36 after the Q2 report. Adjusted EBITDA reached US$64.1m with a 33.4% margin, which was above guidance and near the top of what investors usually expect for this business model. The market is focused on slowing revenue guidance and platform headwinds. The headline from this quarter is different, as Upwork...

Carlyle Group stock edged up about 1.2% to US$48.36 after earnings, which is a modest move for a quarter that put the spotlight squarely on profit pressure. The long term pitch on Carlyle is a global alternative asset manager with strong fee power and fundraising momentum. This quarter the headline story is much more about the squeeze in earnings and margins that now sits behind that story. Basic earnings per share for Q2 landed at about US$0.38 on revenue of US$922 million, with trailing net...

International Money Express came into this quarter on the back foot. The stock has slipped about 23% over the past three months and eased another 1.7% today, even after the fresh earnings release. The headline is not revenue growth. The story is profit pressure. Trailing net margin has compressed to 4.3% from 8.6% a year earlier, and the latest 12 months include a sizeable one off loss of about US$12.1 million. For a remittance focused payments company that usually lives or dies on spread and...

NIQ Global Intelligence stock rose 41.9% to US$16.58 on Tuesday, a move that indicates traders liked what they saw in the Q2 print. The headline is simple: adjusted earnings per share came in at US$0.27 and adjusted earnings before interest, tax, depreciation and amortization margin reached 23.3%, while levered free cash flow turned positive at US$74.1m. In the short term, the market is reacting to that profitability and cash story. Over the longer term, the key issue is how sustainable that...

Microvast Holdings slipped about 1.3% to US$0.86 today, yet that small move barely hints at the pressure inside the latest earnings print. Q2 revenue came in at US$87.3m with a sharp drop in adjusted earnings before interest, tax, depreciation and amortisation, and a GAAP net loss of US$12.0m. For a high capital intensity battery manufacturer, the real headline is margin compression. Gross margin narrowed to 29.5%, while operating expenses climbed, raising fresh questions about how...

Kaspi.kz came into this print with the stock already on a steady upward grind, up around 8% over the past three months, and it added another 1.4% today. That is a calm reaction for a fintech and e commerce platform that just posted quarterly revenue of 1,112,152m KZT and net income of 258,889m KZT. The real headline is profit power holding up as Kaspi.kz leans into transaction growth. Basic earnings per share of 1,362.38 KZT kept the earnings story intact, even as investors focus on how that...

In the past quarter, Grand Canyon Education, Inc. reported higher net income of US$45.85 million and diluted EPS of US$1.75 for the second quarter and raised its full‑year 2026 earnings guidance, while also confirming it has repurchased 22,616,124 shares under its long-running buyback program. An interesting angle for investors is how management’s latest guidance for full‑year diluted EPS of US$9.93–US$10.07 now frames expectations against the company’s long-term service revenue model and...

The story with Hims & Hers Health today is the gap between the selloff and the scoreboard. The stock slipped about 4% to US$30.55 after earnings, even though Q2 revenue landed at US$753m and adjusted earnings before interest, tax, depreciation and amortization reached US$60m. That tension between a red screen and a growing telehealth platform is what matters for you as an investor. Heading into the print, Hims & Hers Health had rallied sharply over the past three months, then cooled over the...

Freedom Holding stock has more than doubled over the past five years, yet the current valuation checks suggest the shares may not offer obvious value at today’s price. With the company expanding its banking and digital ecosystem in markets such as Turkiye, investors are weighing that growth story against signals that the stock leans expensive. Freedom Holding has returned about 139.1% over the past five years, which puts recent price weakness into context as a longer term gain that investors...

In the second quarter of 2026, Corcept Therapeutics reported net income of US$42.99 million, up from US$35.15 million a year earlier, with higher basic and diluted earnings per share, while six-month net income fell to US$11.23 million from US$55.70 million. Alongside completing a multi-year US$188.58 million share repurchase program, the company raised its 2026 revenue guidance to US$1.10–1.20 billions, signaling management’s confidence in the underlying business. With Corcept now...

Ferguson Enterprises stock was riding a solid 30 day gain coming into this earnings print. The shares then dropped about 4.7% today. That is a sharp reset for a distributor that many investors view as a steady compounder in plumbing, HVAC and infrastructure. The headline is simple: earnings held up better than the price reaction suggests. Revenue reached about US$8.8b in the quarter and diluted earnings per share came in around US$3.39. Trailing 12 month earnings of just over US$10 per share...

Kinder Morgan recently joined Phillips 66 and HF Sinclair in announcing a joint venture to develop the Western Gateway Pipeline system, expanding its role in transporting energy products across key North American corridors. This collaboration highlights how Kinder Morgan can use its extensive infrastructure and strong free cash flow to pursue capital projects alongside industry peers. We’ll now examine how Kinder Morgan’s Western Gateway Pipeline joint venture could influence its investment...

UnitedHealth Group just delivered a punchy earnings headline while the stock quietly slipped. Shares closed at US$402.20, down about 1.6% on the day and modestly weaker over the past month, even as quarterly adjusted earnings per share landed at US$6.38 and operating earnings rose sharply compared with a year ago. The market looks more cautious than the numbers alone might suggest. Investors seem to be discounting the earnings strength and raised full year guidance, and instead leaning into...

FTAI Infrastructure entered this earnings season with a troubled reputation and low expectations, yet the stock nudged 1.6% higher to about US$4.37 by the close. The market is trying to price in a potential turnaround story while the income statement still shows heavy red ink. Q2 revenue came in at about US$186.8 million, but the company reported a net loss of roughly US$166.5 million and basic earnings per share of a loss of US$1.41. The real headline is not the modest price increase...

Green Dot stock barely flinched after earnings, ticking up about 1% to US$13.41, yet the numbers point to a far more dramatic story than the share price suggests. A consumer finance company that has been wrestling with rising losses just put up one of its cleanest quarterly profit lines in recent memory, with Q1 2026 basic earnings per share at US$0.96 on revenue of US$654.7m. For a business that has reported trailing twelve month net income losses, this kind of earnings power instantly...