U.S. Software Stock News

Retirement has quietly entered a new phase. Instead of shifting almost everything into cash and bonds at age 65, many investors are being encouraged to keep 40% to 80% in equities to help manage inflation and longer lifespans. As a result, a larger share of retirement money could flow toward certain stocks and funds, while others may see less attention. This article examines three stocks from our Retirement Income Growth Stocks With Equity Allocation Tailwinds screener that stand out as...

Spotify Technology has fallen sharply over the past year but still screens as attractively priced on Simply Wall St's intrinsic value checks, with the Discounted Cash Flow (DCF) estimate pointing to a meaningful gap to the current share price even as market multiples suggest the stock is closer to fair. Spotify Technology has returned about 252% over the past 3 years, which means investors are now weighing a strong multi year run against whether the current price still offers enough...

UroGen Pharma stock has delivered very strong share price returns over the past five years, yet its current valuation checks and market multiples now suggest the shares are closer to fairly priced than a clear bargain. UroGen Pharma has returned about 210% over the last 5 years, which puts recent gains front and center when judging whether the current price already reflects much of that success. Expectations around UroGen Pharma’s ability to grow revenue and eventually convert its pipeline...

Berkshire Hathaway’s renewed buying spree under Greg Abel, including a US$10b move into Alphabet and billions more in equities, has turned a quiet market narrative into something far more exciting for stock pickers. When a giant like Berkshire starts writing big checks again, many investors worry about missing the next wave of opportunity. This article looks at three stocks tied to that shift and how this renewed confidence could matter for your portfolio decisions. Berkshire Hathaway...

Global Partners (GLP) is back on investor radar after reporting second quarter 2026 results, with higher sales, net income, earnings per unit, and a recent cash distribution announcement drawing fresh attention to the stock. See our latest analysis for Global Partners. The latest earnings release and July cash distribution decision have arrived alongside a solid share price trend for Global Partners, with the stock up 18.74% year to date on a share price return basis and a 5.09% total...

In late July 2026, InterDigital, Inc. reported that second-quarter sales fell to US$260.17 million and net income to US$116.37 million, yet also updated investors on ongoing share repurchases. Despite weaker quarterly results, the company raised its full-year 2026 revenue and earnings guidance, signaling management confidence in a stronger second half. Next, we’ll examine how InterDigital’s upgraded full-year 2026 guidance reshapes the existing investment narrative around its earnings...

In the second quarter of 2026, Scorpio Tankers Inc. reported net income of US$387.54 million and sharply higher earnings per share versus a year earlier, alongside strong first-half results. The company also continued returning cash to shareholders through a US$0.45 quarterly dividend and extensive share repurchases that have retired more than a quarter of its shares since 2023. Next, we’ll examine how this surge in profitability and recent share repurchases interact with Scorpio Tankers’...

General Dynamics (NYSE:GD) elected company president Danny Deep to its board of directors. Deep is a long-serving executive with extensive operational experience within General Dynamics. The board appointment adds current executive leadership directly into the company’s governance structure. For readers watching leadership shifts at major industrial contractors and looking for more ideas in related areas, the next place to explore is 36 power grid technology and infrastructure...

AllianceBernstein Holding (NYSE:AB) is assessing the impact of the European Union's new Carbon Border Adjustment Mechanism on its approach to carbon emissions and portfolio oversight. The firm is reviewing how CBAM related carbon pricing on imports into the EU could affect cost structures and competitiveness for companies held across its funds. AllianceBernstein is incorporating the CBAM framework into its research process to better understand regulatory risks linked to carbon efficiency for...

Ichor Holdings (ICHR) drew attention after reporting second quarter 2026 results that moved back to a small net profit and issuing earnings guidance for the third quarter that indicates higher expected revenue and EPS. See our latest analysis for Ichor Holdings. The earnings return to profit and third quarter guidance arrived after a very strong run for Ichor Holdings, with the year to date share price return of 234.74% and a 1 year total shareholder return of 291.74%. This comes even though...

CRH (NYSE:CRH) is back in focus after its late July earnings release, which showed higher quarterly and six month revenue and net income, reaffirmed full year guidance, and announced a 5% dividend increase. See our latest analysis for CRH. Despite the solid earnings, reaffirmed outlook and dividend increase, CRH’s recent momentum has been mixed, with the share price rising 5.76% over the past week but down 20.53% year to date. Over a longer horizon, the 3 year total shareholder return of...

Leadership change and recent earnings put Green Brick Partners in focus Green Brick Partners (GRBK) is drawing fresh attention after announcing that current Chief Operating Officer and President Jed Dolson will become Co Chief Executive Officer on October 15, 2026. This leadership move comes shortly after the company reported second quarter 2026 results, updated share repurchase activity, and highlighted growth in net new home orders and its mortgage platform. These developments give...

American Eagle Outfitters stock has delivered a 48.4% return over the past year, and the current checks suggest the shares are no longer obviously cheap or clearly expensive, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the market price while traditional multiples still screen as supportive. American Eagle Outfitters has returned 48.4% over the past year, which puts more focus on whether recent gains already reflect its fundamentals. The planned US$41 million...

In August 2026, Douglas Dynamics, Inc. reported second-quarter 2026 sales of US$214.65 million, modestly higher than a year earlier, while net income was slightly lower at US$25.38 million, and also confirmed ongoing share repurchases under its 2022 buyback program. Alongside the results, the company raised its full-year 2026 net sales guidance to a range of US$765 million to US$805 million, signaling management’s increased confidence in the underlying demand picture despite only marginal...

Biodesix, Inc. ( NASDAQ:BDSX ) just released its latest quarterly results and things are looking bullish. Revenues and...

Some Travel + Leisure Co. ( NYSE:TNL ) shareholders may be a little concerned to see that the Chief Technology Officer...

Employers Holdings, Inc. ( NYSE:EIG ) is about to trade ex-dividend in the next three days. Typically, the ex-dividend...

Orion Energy Systems, Inc. ( NASDAQ:OESX ) just released its first-quarter report and things are looking bullish. The...

A week ago, Phillips 66 ( NYSE:PSX ) came out with a strong set of second-quarter numbers that could potentially lead...

Global Ship Lease, Inc. ( NYSE:GSL ) investors will be delighted, with the company turning in some strong numbers with...

It's shaping up to be a tough period for Vanda Pharmaceuticals Inc. ( NASDAQ:VNDA ), which a week ago released some...

Adams Diversified Equity Fund (ADX) has released half year earnings for the period ended June 30, 2026, reporting revenue of US$18.94 million and net income of US$320.68 million, giving investors fresh performance data. See our latest analysis for Adams Diversified Equity Fund. Adams Diversified Equity Fund’s latest half year earnings arrive alongside a steady build in momentum, with the share price at US$26.12 and a 12.34% year to date share price return, while the 5 year total shareholder...

ONEOK stock has more than doubled over the past five years, yet recent share price softness and a mixed valuation score leave investors weighing whether the current level still reflects an attractive entry point or something closer to fair value. ONEOK has returned 115.9% over the last five years, which puts current buyers in the position of assessing whether most of the easy gains are already behind the stock. Recent earnings strength and expanded pipeline capacity can support expectations...

In the past quarter, Blackstone Mortgage Trust, Inc. reported second-quarter 2026 results showing sales rising to US$75.5 million from US$38.81 million a year earlier, while swinging from net income of US$6.97 million to a net loss of US$81.22 million, or a basic loss per share of US$0.48. Alongside these weaker profitability figures, the company disclosed that it completed a share repurchase program initiated in July 2024, buying back a total of 7,869,608 shares for US$142.45 million, which...