U.S. Software Stock News

NYSE:RJF
NYSE:RJFCapital Markets

Why Is Raymond James Financial (RJF) Back In The Spotlight?

Why Raymond James Financial Stock Is Back in Focus Raymond James Financial (RJF) is in the spotlight after its latest quarterly report highlighted record revenues and earnings that came in ahead of expectations, drawing fresh attention from investors. See our latest analysis for Raymond James Financial. The recent earnings beat appears to have supported positive momentum in Raymond James Financial’s share price, with a 30 day share price return of 6.53% and a 90 day share price return of...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Drought Strains and Dividend Payouts Might Change The Case For Investing In Pool (POOL)

Pool Corporation recently declared a quarterly cash dividend of US$1.30 per share, payable on August 27, 2026 to shareholders of record as of August 13, 2026, and earlier this month presented at Deutsche Bank’s Chicago Industrials Summit in Chicago. At the same time, intensifying drought conditions in parts of England and the prospect of bans on swimming pools are raising questions about how water-use restrictions in key markets could affect demand for Pool’s products and services. Against...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Lantheus Holdings (LNTH) Agreed To Be Acquired, Is The Remaining Upside Already Priced In?

What the Curium acquisition means for Lantheus investors Curium US LLC has agreed to acquire Lantheus Holdings (LNTH) in a transaction valued at up to US$8b, offering US$102.50 in cash per share at closing plus contingent value rights worth up to US$12.00 per share. The contingent value rights are linked to commercial milestones for key Lantheus products through 2030. Until the deal closes, currently expected in the first half of 2027 subject to approvals, Lantheus will remain an independent,...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Bilibili (BILI) Could Be 36% Undervalued If Its Creator Growth Story Holds

Bilibili (BILI) has drawn fresh attention after recent share price moves, with the stock closing at $18.99 as of August 8, 2026. Investors are reassessing its long term growth and profitability profile. See our latest analysis for Bilibili. Bilibili’s recent share price move to US$18.99 comes after a mixed run, with a 1 month share price return of 7.29% but a year to date share price decline of 27.99%. The 3 year total shareholder return is 15.86% compared with a 5 year total shareholder...
NYSE:TFC
NYSE:TFCBanks

3 Value Stocks With Low P E Ratios And Dividend Yields Above 2%

With the S&P 500 priced at one of its richest Shiller P/E readings on record and dividend yields near historic lows, many investors are wondering where to find solid value without simply hugging the index. This is where a focus on larger companies with lower P/E ratios and dividend yields above 2% can feel especially relevant. This article walks through three stocks that stand out on those measures and appear particularly exposed to the current valuation extremes in the market. The stocks...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Is Valley National Bancorp (VLY) Still Cheap After Elevated Options Volatility?

Recent options trading in Valley National Bancorp (VLY) has drawn attention, with the Sept. 18, 2026 $20 put contract showing elevated implied volatility that points to expectations of a meaningful catalyst for the stock. See our latest analysis for Valley National Bancorp. At a share price of $14.65, Valley National Bancorp has shown firm momentum, with an 11.32% 90 day share price return and a 63.01% 1 year total shareholder return that options traders appear to be weighing against...
NYSE:ACM
NYSE:ACMConstruction

AECOM (ACM) Stock Still Looks Fairly Priced With Earnings Support

AECOM stock has fallen sharply over the past year, yet the current checks suggest the shares no longer look obviously cheap or clearly expensive. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the market price, while the earnings multiple signals still lean toward AECOM trading on the inexpensive side. Over the last 12 months, AECOM shareholders have seen the share price decline 37.7%, which puts extra focus on whether the current level offers reasonable value or just...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Founder Led Stocks With High ROE and Real Skin in the Game

Oil prices have recently spiked on concerns around the Strait of Hormuz, which keeps inflation risks on the radar for central banks and keeps borrowing conditions in focus for listed companies. Founder led businesses often react faster when conditions change, because leadership has more skin in the game. This article highlights three founder led stocks from the screener that show how this mindset can matter for long term investors. The three stocks below are just a small sample from the...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer (ACHR) Stock May Be Undervalued As Midnight Flight Testing Advances

Archer Aviation stock has staged a sharp rebound in recent weeks, yet over a 5 year window shareholders are still sitting on sizeable losses, which leaves the current valuation looking far from straightforward. Over 5 years, Archer Aviation has delivered a decline of 37.2% which suggests long term investors have not yet been rewarded for the risk they took. Progress on its Midnight eVTOL program and the ZEE aviation foundation model can support confidence in future commercialisation, while...
NYSE:HRI
NYSE:HRITrade Distributors

Is Herc’s Q2 Profit Turnaround And Completed Buyback Altering The Investment Case For Herc Holdings (HRI)?

Herc Holdings Inc. has reported past second-quarter 2026 results showing sales of US$1,072 million and revenue of US$1,204 million, with net income of US$19 million, and confirmed completion of its long-running US$838.4 million share repurchase program. The shift from a net loss in the prior-year quarter to positive earnings per share of US$0.57 from continuing operations highlights a meaningful improvement in profitability. Next, we will examine how this return to quarterly profitability...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

AI Stocks For Cost Cutting Growth With Atlassian Bitdeer And Everpure

Central banks are still cautious on inflation as oil prices stay firm, which keeps borrowing costs in focus and puts more pressure on companies to use capital efficiently. That backdrop puts extra attention on AI stocks that help businesses cut costs or do more with the same resources. This article walks through 3 AI stocks from our screener that show how different parts of the sector approach that opportunity. The three AI stocks covered below are just a small sample, and the full screen...
NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

Why Did Amplitude (AMPL) Jump After Its Latest Update?

Amplitude (AMPL) is back in focus after its second quarter 2026 report showed higher sales alongside a wider net loss, followed by fresh revenue guidance that set updated expectations for the rest of the year. See our latest analysis for Amplitude. The earnings release and fresh guidance appear to have reset expectations around Amplitude, with investors reacting quickly. The 90 day share price return of 97.25% and 30 day share price return of 32.79% suggest strong positive momentum, while the...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop (GME) Faces A Fresh Test Following Its Partnership Shift And Undervalued Narrative

GameStop (GME) is back in focus after reports that CEO Ryan Cohen is weighing whether to withdraw the company’s proposed $56 billion takeover of eBay and shift toward a partnership structure instead. See our latest analysis for GameStop. GameStop’s recent move to reconsider the eBay takeover comes after a period where momentum has cooled, with the share price down 13.33% over 30 days and total shareholder return down 15.17% over the past year. If this type of deal making has you thinking...
NYSE:BSM
NYSE:BSMOil and Gas

Should Black Stone Minerals’ Lower Q2 Earnings Yet Steady Payout Require Action From BSM Investors?

Black Stone Minerals, L.P. recently reported past second‑quarter 2026 results showing revenue of US$148.97 million and net income of US$106.36 million, alongside a board-approved cash distribution of US$0.32 per common unit. While both quarterly and year-to-date revenue and earnings were lower than a year ago, the partnership still delivered a distribution with coverage of about 1.18x, highlighting its current payout capacity. We’ll now examine how the softer earnings alongside the...
NasdaqGM:AIRS
NasdaqGM:AIRSHealthcare

AirSculpt Technologies (AIRS) Reaffirmed Guidance, Is The Sell Off Hiding Value?

AirSculpt Technologies (AIRS) is back in focus after reporting Q2 2026 results and reaffirming full year revenue guidance at the lower end of its US$151 million to US$157 million range. See our latest analysis for AirSculpt Technologies. The Q2 2026 update and guidance reaffirmation come after a sharp reset in AirSculpt Technologies' share price, with the stock falling 45.11% on a 1 day share price return and leaving the 1 year total shareholder return down 58.02%. However, the year to date...
NasdaqGS:BSP
NasdaqGS:BSPSoftware

US Stock Market Today: S&P 500 Futures Edge Higher On Cooler Jobs And Oil Jitters

The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead by roughly 0.4%. The move comes as the US 10 year Treasury yield holds near 4.66% after softer payrolls data, which hints at a cooler jobs market and takes a little pressure off borrowing costs for households and companies. At the same time, oil prices remain firm as talks around the Strait of Hormuz...