U.S. Software Stock News

SBA Communications (SBAC) has released a busy August update, combining its second quarter and six-month results with refreshed 2026 guidance, a quarterly dividend affirmation, and a buyback progress report. See our latest analysis for SBA Communications. The fresh earnings, guidance and dividend update arrives after a weaker share price patch, with SBA Communications posting a 90 day share price return that fell 15.29% and a 1 year total shareholder return that declined 14.71%, which signals...

Praxis Precision Medicines recently reported its second-quarter 2026 results, posting a net loss of US$83.72 million and basic loss per share from continuing operations of US$2.87, while six-month losses reached US$176.28 million with a basic loss per share of US$6.08. Despite the larger losses, management highlighted continued progress on late-stage central nervous system drug candidates and reiterated that its cash resources are expected to fund operations into 2028, placing near-term...

Porch Group (PRCH) is back in focus after a strong Q2 2026, with higher sales, positive net income, and improved Insurance Services leading management to raise full year revenue and adjusted EBITDA guidance. See our latest analysis for Porch Group. The earnings surprise and upgraded 2026 guidance appear to be feeding into stronger momentum for Porch Group, with a 30 day share price return of 6.73% and a 90 day share price return of 53.44%. That sits alongside a year to date share price return...

Earlier this week, Celldex Therapeutics reported its second quarter 2026 results, showing revenue of just US$22,000 and a net loss of US$73.5 million, alongside a wider first-half loss of US$152.19 million. At the same time, the company updated investors on its clinical pipeline, highlighting positive Phase 1 data for bispecific antibody CDX-622 and continued progress of barzolvolimab into late-stage studies despite discontinuing a prurigo nodularis program. Next, we’ll examine how the...

In August 2026, IPG Photonics reported second-quarter 2026 results showing sales rising to US$278.58 million from US$250.72 million a year earlier, while net income eased to US$5.24 million and diluted earnings per share from continuing operations moved to US$0.12 from US$0.16. Alongside these mixed results, the company issued third-quarter 2026 revenue guidance of US$265 million to US$295 million, giving investors fresh insight into how management sees near-term demand and profitability...

Tariff refunds worth US$100b are set to flow back to US importers and retailers after a Supreme Court ruling wiped out a key set of Trump era emergency tariffs. That kind of cash reshuffle can change how certain stocks behave and how investors think about them. This article walks through three stocks exposed to the news and explains why their next moves could matter for your portfolio. The stocks covered below are just a starting sample, and the full screen surfaced 11 more US importers and...

In the second quarter of 2026, NextDecade Corporation reported a higher net loss of US$65.43 million and increased loss per share, and also filed a US$31.70 million shelf registration for up to 5,000,000 shares of common stock under an ESOP-related offering. The combination of widening losses over the first half of 2026 and a new equity shelf highlights how NextDecade is balancing capital needs for its LNG build-out with the risk of additional shareholder dilution. We’ll now examine how the...

With PCE inflation holding above 2% for years and traders now bracing for possible Fed rate hikes into 2027, the cost of money is back in the spotlight. That creates both potential winners and losers across US banks and financial services stocks exposed to this policy shift. This article walks through three stocks from the screener that appear positioned to benefit and explains what their profiles might mean for your portfolio decisions. The three stocks highlighted below are only a sample...

Executive change puts CarMax stock in focus CarMax (KMX) is back on investors' radar after the company announced that Executive Vice President and Chief Innovation and People Officer Diane Cafritz will leave at the end of 2026, with a short consulting period extending into mid 2027. See our latest analysis for CarMax. The leadership update lands at a time when CarMax’s share price has been strong over shorter periods, with a 30 day share price return of 8.77% and a 90 day share price return...

With Asian stocks climbing and the odds of a US rate hike in September easing, income investors are watching a rare mix of relief and uncertainty. Lower rate expectations can change how dividend stocks trade, especially with CPI data and rising oil prices still in play. This article walks through three large cap dividend stocks from our screener that appear well placed, highlighting where the current backdrop may help or hinder your income plan. The three stocks below are a useful starting...

ESAB Corporation recently reported its second-quarter 2026 results, with sales rising to US$807.63 million from US$715.59 million a year earlier, while net income fell to US$32.35 million from US$66.88 million. Alongside record sales and an earnings miss, ESAB closed the Eddyfi acquisition ahead of schedule and raised its 2026 outlook, tying short-term margin pressure to what management describes as stronger long-term demand and expanded technology capabilities. We’ll now examine how ESAB’s...

Why the latest earnings matter for TETRA Technologies stock TETRA Technologies (TTI) has become a focus for investors after its second quarter earnings on 3 August 2026, which paired revenue and EBITDA growth with a final go ahead for the Arkansas bromine project. See our latest analysis for TETRA Technologies. Over the past year TETRA Technologies has delivered a very strong 1 year total shareholder return of 117.09%. However, the share price is down 16.40% over 3 months and 9.95% over 30...

Why Selective Insurance Group Is On Investor Radar Today Selective Insurance Group (SIGI) is drawing investor attention after recent trading put its shares around $96.23, with performance figures available for the past week, month, past 3 months, year to date, and 1 year. See our latest analysis for Selective Insurance Group. Recent trading puts Selective Insurance Group’s share price at $96.23, with a 12.04% 90 day share price return and a 26.54% 1 year total shareholder return. This may...

Minerals Technologies recently reported second-quarter 2026 results, with sales rising to US$548.4 million but swinging to a net loss of US$183.6 million, and followed this with full-year 2026 guidance calling for around US$75 million in quarterly operating income and earnings per share between US$1.55 and US$1.60. Management acknowledged near-term pressure but emphasized a planned recovery in operating margins above prior-year levels in the fourth quarter, underpinned by seasonality and...

Middlesex Water (MSEX) is in focus after reporting second quarter 2026 results, with sales of US$56.36 million and net income of US$14.77 million, both above the figures reported a year earlier. See our latest analysis for Middlesex Water. Middlesex Water’s recent earnings release has arrived alongside a firm share price recovery, with a 5.84% 1 month share price return, a 12.11% 3 month share price return and a 15.81% year to date share price return. The 1 year total shareholder return of...

In July 2026, CONMED Corporation reported past second-quarter 2026 results showing sales of US$343.49 million and net income of US$23.07 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. For the first half of 2026, CONMED grew net income to US$36.90 million despite slightly lower sales, and marginally raised its full-year GAAP net sales guidance range to US$1.36 billion–US$1.37 billion. Now we’ll examine how this earnings...

NNN REIT, Inc. recently reported its second-quarter 2026 results, showing revenue of US$244.27 million and net income of US$97.92 million, while also filing and completing follow-on common equity offerings and a broad shelf registration for multiple securities. Alongside this, the company raised its 2026 AFFO-per-share guidance, increased its quarterly dividend for the 37th consecutive year, and continued investing heavily in new properties while maintaining occupancy above 99%. With NNN...

Sarepta Therapeutics recently narrowed its 2026 total net product revenue guidance to US$1.20 billion–US$1.30 billion and reported second-quarter 2026 revenue of US$401.25 million, down from US$611.09 million a year earlier, with a quarterly net loss of US$4.89 million. Alongside weaker quarterly results, the company is undergoing leadership change with Michael Severino, M.D., a veteran of AbbVie, Amgen, and Merck, stepping in as Chief Executive Officer and joining the Board, while Sarepta...

Black Hills Corporation recently reported its second-quarter 2026 results, with sales rising to US$452.8 million and net income increasing to US$38.2 million, while also confirming six-month net income of US$169.2 million on sales of US$1.23 billion. The combination of higher quarterly earnings per share and an affirmed quarterly dividend of US$0.703 per share underscores management’s focus on sustaining shareholder payouts alongside improving profitability. We’ll now examine how Black...

Berkshire Hathaway stock slipped about 0.8% today, a modest pullback for a company often treated as the market’s ultimate safety net. The move came as investors digested a powerful earnings headline. Quarterly net income excluding extra items landed at about US$25.7b on revenue of roughly US$101.8b, leaving the past 12 months with a trailing net margin a little above 22%. For a business built on insurance float, rail, utilities and a large equity portfolio, that profitability is the real...

In the past quarter, Brighthouse Financial, Inc. reported second-quarter 2026 revenue of US$1,622 million and net income of US$981 million, with diluted earnings per share from continuing operations of US$16.53, marking a very large year-over-year increase in profitability. Over the first half of 2026, the company moved from a net loss a year earlier to net income of US$215 million, indicating a sharp turnaround in its earnings profile despite slightly lower year-to-date revenue. Next, we’ll...

PJT Partners (PJT) has drawn fresh attention after reporting higher second quarter and year to date earnings, along with continued share repurchases and a declared quarterly dividend of $0.25 per Class A share. See our latest analysis for PJT Partners. At a share price of $171.34, PJT Partners has seen a 30 day share price return of 9.19% and a 90 day share price return of 11.74%, while the 1 year total shareholder return has declined 2.35%. Recent interest appears linked to stronger...

Spire Inc. has reported its third-quarter and nine-month results to June 30, 2026, showing higher sales and net income, while also completing the divestitures of Spire Marketing and Spire Storage and continuing its long history of regular dividends, including a US$0.825 per share payout declared for October 2, 2026. Beyond the headline growth in earnings, the combination of divestitures, reaffirmed multi-year EPS guidance, and a 23-year streak of annual dividend increases highlights Spire's...

Laureate Education (LAUR) had a busy July 30, 2026, reporting raised full year revenue guidance, solid second quarter results, and a larger share buyback authorization that adds a fresh angle for investors. See our latest analysis for Laureate Education. Over the past year, Laureate Education has combined a 15.1% year to date share price return with a 1 year total shareholder return of 49.65%. The recent 30 day share price pullback of 5.24% comes after a 16.96% 90 day gain, which suggests...