U.S. Software Stock News

InterDigital earnings and guidance in focus after Q2 report InterDigital (IDCC) reported second quarter 2026 results with lower sales and earnings compared with a year earlier, while at the same time raising its full year revenue and net income guidance. The company posted second quarter sales of $260.17 million versus $300.6 million a year ago. Net income was $116.37 million compared with $180.57 million, with diluted earnings per share from continuing operations at $3.40 versus $5.35. For...

The FDA clearance of Qiagen (QGEN) QIAstat-Dx BCID GPF Plus AMR Panel for bloodstream infections, together with the company exceeding its second quarter outlook and reaffirming full year guidance, has sharpened investor focus on the stock. See our latest analysis for Qiagen. The recent QIAstat-Dx blood culture panel clearance and Q2 results appear to have coincided with a sharp shift in sentiment, with a 90 day share price return of 30.12% contrasting with a year to date share price decline...

In the second quarter of 2026, Venture Global, Inc. reported sales of US$4.58 billion and net income of US$1.42 billion, with diluted earnings per share from continuing operations rising to US$0.51 compared with US$0.14 a year earlier. Over the first half of 2026, the company generated US$9.18 billion in sales and US$2.02 billion in net income, indicating that profit growth has outpaced revenue growth so far this year. We’ll now examine how Venture Global’s sharp year-on-year increase in...

Investors were disappointed with the weak earnings posted by Verisk Analytics, Inc. ( NASDAQ:VRSK ). Despite the soft...

Investors signalled that they were pleased with Blackbaud, Inc.'s ( NASDAQ:BLKB ) most recent earnings report...

Sonos, Inc. recently reported third-quarter 2026 results showing sales of US$375.26 million and net income of US$29.85 million, alongside announcing CFO Saori Casey’s planned retirement, the appointment of investor Chris Shackelton to its board, and completion of a US$115.32 million share repurchase program initiated in 2025. These updates highlight a company balancing leadership transition and board refreshment with higher profitability and ongoing capital returns, all while emphasizing...

Clean Harbors, Inc. reported past second-quarter 2026 results showing revenue of US$1,735.01 million and net income of US$170.46 million, and issued full-year 2026 GAAP net income guidance of US$481 million to US$531 million while completing a US$30 million acquisition of New England-based Western Oil. The combination of higher earnings, continued share repurchases totaling 10,057,649 shares since 2014, and the Western Oil acquisition adds context to Clean Harbors’ capital allocation and...

What the latest quarter means for Veracyte stock Veracyte (VCYT) drew fresh attention after reporting second quarter results that included revenue of $150.32 million and net income of $25.49 million, alongside a raised full year 2026 revenue outlook to a range of $590 million to $596 million. See our latest analysis for Veracyte. Veracyte's second quarter swing to profitability and higher 2026 revenue guidance have arrived after a mixed stretch for the share price, with a 30 day share price...

Solaris Energy Infrastructure (SEI) has drawn fresh attention after reporting second quarter 2026 results, raising third quarter adjusted EBITDA guidance, affirming its dividend, and announcing an equity investment in Deployable Energy’s microreactor platform. See our latest analysis for Solaris Energy Infrastructure. Solaris Energy Infrastructure’s share price has moved sharply over the past few months, falling about 18% over 30 days and 23% over 90 days, even though the year to date share...

Hawkins, Inc. reported past first‑quarter 2026 results with sales of US$315.68 million versus US$293.27 million a year earlier, while net income eased to US$28.25 million from US$29.18 million and diluted EPS from continuing operations slipped to US$1.35 from US$1.40. On the same day, the board lifted the quarterly dividend by 5% to US$0.20 per share and confirmed completion of a long-running share repurchase program that has retired 9.1% of the company’s shares since 2014. We’ll now examine...

Upcoming earnings and leadership changes at Infleqtion Infleqtion (INFQ) is in focus as investors look ahead to its second quarter 2026 results on August 12, coming shortly after the appointment of quantum systems veteran Dr. Joseph Buck. Alongside the pending earnings report, Infleqtion recently expanded its leadership bench, bringing in Dr. Buck as senior vice president of quantum computing systems to oversee the development of Sqale, the company’s scalable neutral atom quantum computer...

Wall Street’s pledge of more than US$500b for AI infrastructure has turned AI hardware and data centers into a new kind of financial asset, and large U.S. technology stocks are suddenly at the heart of that story. This shift in how AI is funded could change who benefits from the next leg of spending. This article walks through 3 large-cap tech stocks exposed to this news and what that exposure might mean for a diversified portfolio. The three stocks covered below are just a sample, and the...

As you might know, Construction Partners, Inc. ( NASDAQ:ROAD ) just kicked off its latest third-quarter results with...

Event overview and why TOYO is on investor radar Recent interest in TOYO (NasdaqCM:TOYO) has picked up after the company scheduled a corporate overview call focused on its global manufacturing platform, U.S. growth plans, and recent business performance. TOYO is also set to present at Webull's Corporate Connect Webinar Series on July 29, 2026, with Chief Strategy Officer Rhone A. Resch speaking, giving investors another window into the solar manufacturer’s direction. See our latest analysis...

Cohu, Inc. reported past second-quarter 2026 results showing sales rising to US$149 million from US$107.68 million a year earlier, with net loss shrinking to US$0.159 million, and issued third-quarter 2026 sales guidance of US$170 million plus or minus US$7 million. The company has now completed a share repurchase of 4,022,737 shares, or 8.43% of its stock, for US$117.17 million under its October 2021 buyback program, while simultaneously showing improved year-over-year profitability...

UDR (UDR) shares came under focus after the company reported Q2 2026 results that topped revenue and adjusted FFO forecasts, while its full-year FFO guidance fell short of what many investors had been expecting. See our latest analysis for UDR. At a share price of $37.66, UDR has seen its short term momentum ease, with a 1 month share price return down 5.21%, while the 1 year total shareholder return of 4.50% and 3 year total shareholder return of 9.39% suggest only modest longer term...

In the past quarter, ConocoPhillips reported Q2 2026 revenue of US$19.52 billion and net income of US$3.93 billion, while also confirming a US$0.84 per-share dividend and ongoing share repurchases under its long-running buyback program. The company paired these results with a leadership shift effective September 1, 2026, as long-time CEO Ryan Lance transitions to executive chair and current CFO Andy O’Brien steps up as president and CEO, supported by an internal promotion of Konnie...

Firefly Aerospace recently issued its Q2 2026 outlook, highlighting continued momentum in its launch and Blue Ghost lunar programs alongside growing demand from national security and commercial customers, while cautioning that higher R&D, production scale-up, and acquisition-integration costs are weighing on profitability. A key insight from this update is Firefly’s increasing focus on responsive launch and space-based data processing for national security space programs, which could...

In early August 2026, Urban Edge Properties reported second‑quarter 2026 results showing revenue of US$122.78 million and net income of US$17.92 million, alongside an affirmed quarterly dividend of US$0.21 per share payable on September 30, 2026. Despite higher revenue versus a year earlier, net income and earnings per share declined, while management still raised full‑year 2026 net income and same‑property NOI growth guidance, signaling confidence in its operating and redevelopment...

How Bank of N.T. Butterfield & Son stock has been performing Bank of N.T. Butterfield & Son (NTB) has attracted attention following its recent share price moves, with the stock last closing at $62.53 in US trading. Investors are assessing how this current level lines up with its recent performance. Over the past month, the stock shows a 3.5% return, while the past 3 months reflect a 13% gain. Year to date, the total return is 25.8%, and the 1 year total return stands at 43.4%. Looking further...

Select Water Solutions reported past second-quarter 2026 results showing sales of US$101.61 million and net income of US$21.04 million, both higher than a year earlier, with diluted EPS from continuing operations rising to US$0.17. The company’s Water Infrastructure strength and higher capital spending plans, alongside analysts’ upgraded earnings estimates, highlight how long-term contracts are increasingly shaping expectations for its future performance. Next, we'll examine how Select Water...

In July 2026, Xcel Energy reported second-quarter 2026 results showing revenue of US$3,119 million versus US$3,287 million a year earlier, but net income increased to US$586 million from US$444 million and diluted earnings per share from continuing operations rose to US$0.93 from US$0.75, while reaffirming full-year 2026 ongoing earnings guidance of US$4.04–US$4.16 per share. Alongside a quarterly dividend declaration of US$0.5925 per share and the appointment of Delta Air Lines president...

The United States market has shown robust performance, climbing 2.2% in the last week and rising 21% over the past year, with earnings expected to grow by 17% annually. In such a dynamic environment, identifying promising small-cap stocks with insider activity can offer unique opportunities for investors seeking value.

The United States market has shown robust performance recently, with a 2.2% increase over the last week and a 21% climb in the past year, alongside an expected annual earnings growth of 17%. In such an environment, identifying stocks that are potentially undervalued relative to their intrinsic value can offer opportunities for investors seeking to capitalize on favorable market conditions.