U.S. Software Stock News

Recent Performance Snapshot for MillerKnoll Stock MillerKnoll (MLKN) has drawn fresh attention after recent trading, with the stock last closing at $24.44. Investors are weighing this level alongside a one-month return of 14.1% and a past three-month return of 52.6%. See our latest analysis for MillerKnoll. Recent trading has added to a clear upswing for MillerKnoll, with a 1-month share price return of 14.1% and a 90-day share price return of 52.6%, alongside a 1-year total shareholder...

Ryan Specialty Holdings (RYAN) just reported second quarter 2026 results, combining revenue growth, a beat on analyst EPS estimates, an affirmed dividend, active buybacks, and a renewed focus on acquisition opportunities. See our latest analysis for Ryan Specialty Holdings. Ryan Specialty Holdings shares trade at US$44.60 after a 51.75% 90 day share price return, although the year to date share price return is down 11.88% and the 1 year total shareholder return is down 21.9%. This suggests...

We'd be surprised if Esquire Financial Holdings, Inc. ( NASDAQ:ESQ ) shareholders haven't noticed that the Independent...

AXT stock has delivered an extremely strong run over the past year, yet the broader valuation checks point to a company that currently screens as expensive rather than as a clear bargain. AXT has returned very roughly 30x over the past year, which sets a high bar for any valuation case going forward. Investor expectations are heavily tied to demand for indium phosphide substrates in AI related data center connectivity, while any setback in capacity expansion or customer commitments could...

AI small caps are drawing fresh attention as global growth signals stay mixed, inflation pressures ease in some regions, and services sectors in Europe and parts of Asia show renewed life. In this setting, smaller AI-focused companies on the AI Small Caps screener offer targeted exposure to machine learning, automation, and data intelligence themes without depending solely on mega caps. The screener filters for early-stage AI stocks that aim to turn new technology into real business results...

ConnectOne Bancorp, Inc. recently reported second-quarter 2026 results showing net income of US$41.67 million versus a net loss a year earlier, while also declaring cash dividends on its common and preferred shares payable on September 1, 2026 to holders of record on August 14, 2026. This return to profitability, despite higher net loan charge-offs of US$16,491,000, highlights improving earnings power alongside management’s willingness to return capital via dividends and completed...

Hewlett Packard Enterprise stock has delivered a very strong 5 year return, yet its valuation signals are mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while the market multiples suggest the shares are not cheap. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still leaves a margin of safety. The company’s ability to convert earnings into cash flow can support the DCF view of...

Teradata’s latest earnings and guidance in focus Teradata (TDC) has just reported second quarter 2026 results, paired with updated guidance that points to revenue pressure in the near term but higher expected earnings for the full year. The company reported Q2 revenue of US$410 million, with net income of US$46 million and diluted earnings per share from continuing operations of US$0.48. For the first six months of 2026, revenue was US$854 million and net income was US$381 million. Alongside...

Intel stock has delivered a very strong 394.2% return over the past year, yet the valuation gauges are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the shares still screen as relatively cheap. The 394.2% one year gain puts Intel in the spotlight and raises the bar for what future cash flows need to justify. Rising AI focused chip demand and new foundry ecosystem partnerships can support long term cash flow...

Following the release of a lackluster earnings report from Corcept Therapeutics Incorporated ( NASDAQ:CORT ) the stock...

Central Pacific Financial Corp. recently reported second-quarter 2026 results showing higher net interest income of US$62.83 million and net income of US$20.82 million versus the prior year, while also recording net charge-offs of US$2.66 million and announcing a 3.4% increase in its quarterly dividend to US$0.30 per share. Alongside these results, the company completed a US$21.84 million buyback of 643,254 shares since January 2026, signaling a focus on capital return through both...

Ladder Capital Corp reported past second-quarter 2026 earnings, posting sales of US$30.91 million, net income of US$14.59 million, and basic and diluted EPS of US$0.12 from continuing operations. The combination of modest sales and positive earnings highlights how Ladder Capital is currently converting its revenue base into bottom-line profitability. We’ll now examine how this earnings performance, particularly the relationship between sales and net income, shapes Ladder Capital’s broader...

TD SYNNEX stock has delivered very strong gains over the last few years, yet current checks suggest it now sits close to its estimated intrinsic value based on a Discounted Cash Flow (DCF) framework, while traditional earnings based multiples still lean toward an undervalued read. Over the last 3 years TD SYNNEX has returned about 176%, which puts extra focus on whether recent price strength already reflects the fundamentals. The build out of TD SYNNEX's cybersecurity offering, including its...

Lumentum Holdings Inc. disclosed that Vincent Retort, Executive Vice President of Global Reliability & Quality, informed the company on July 27, 2026 of his planned retirement effective October 2026, and he will continue supporting Lumentum for two years as a consultant with his existing equity awards vesting during that period. Retort’s continued involvement on a consulting basis helps preserve leadership continuity in reliability and quality at a time when regulatory scrutiny and...

Global trade is being reshaped by growing imbalances, louder calls for higher tariffs, and tougher standards on labor, the environment, and market power. Supply chains that once relied on frictionless cross border flows now face rising costs and political pushback. For investors, that can mean both fresh risks and potential openings in companies linked to logistics and supply chain resilience. This article introduces three stocks from a Global Logistics and Supply Chain Resilience screener...

Abercrombie & Fitch (ANF) is reviewing options for its China operations, including bringing in local partners or selling a stake. This potential shift puts its Chinese growth plans and stock under closer investor scrutiny. See our latest analysis for Abercrombie & Fitch. Abercrombie & Fitch’s review of its China business comes as the stock trades at US$110.20, with a 30-day share price return of 19.24% and a 90-day share price return of 38.79%. Despite this recent strength, the year to date...

Paychex, Inc. recently announced that its AI-powered workforce intelligence engine, WISE, is now integrated into Microsoft 365 Copilot and Teams, bringing payroll and HR insights directly into tools many businesses already use daily. This move marks the first step in Paychex’s broader channel-agnostic ecosystem plan, aiming to embed workforce intelligence across third-party digital workflows rather than confining it to its own HCM platforms. With this expansion of WISE into Microsoft 365,...

JPMorgan Chase (JPM) has put U.S. housing at the center of its long term plans, outlining a commitment to deploy over $750b through 2035 to expand supply and support homeownership nationwide. See our latest analysis for JPMorgan Chase. For investors watching JPMorgan Chase, the housing announcement lands alongside firm price momentum, with a 30 day share price return of 6.89% and a 90 day share price return of 13.53%. Over the longer term, the total shareholder return of 25.05% over one year...

Avis Budget Group recently reported past second-quarter 2026 results showing quarterly sales of US$2,998 million and net income of US$35 million, alongside a year-to-date net loss of US$248 million on sales of US$5,528 million. Over the same period, Avis Budget Group completed a long-running share repurchase program totaling 83,626,152 shares for about US$7.36 billion, highlighting the scale of its capital return to shareholders. We’ll now examine how the sharp improvement in quarterly...

Veracyte, Inc. ( NASDAQ:VCYT ) defied analyst predictions to release its quarterly results, which were ahead of market...

CrowdStrike recently revealed that its Fal.Con 2026 cybersecurity conference has sold out faster than any previous year, while its 2026 Threat Hunting Report highlights how AI is now embedded across modern adversary operations, including rapid exploitation of vulnerabilities and poisoning of trusted AI frameworks. Together, the sold-out AI-focused conference and research spotlight CrowdStrike’s central role in shaping how enterprises secure increasingly AI-driven threat landscapes and...

Recent share performance puts Trupanion in focus Trupanion (TRUP) has drawn investor attention after its share price closed at $24.65, with the stock down about 8% over the past month and about 34% year to date. See our latest analysis for Trupanion. Recent moves suggest momentum in Trupanion is fading, with the 7 day share price return down 4.64% and the year to date share price return down 33.74%, alongside a 1 year total shareholder return down 49.31%. If this kind of reset has you looking...

Anyone interested in Princeton Bancorp, Inc. ( NASDAQ:BPRN ) should probably be aware that the Vice Chairman of the...

Capital Clean Energy Carriers Corp. ( NASDAQ:CCEC ) announced strong profits, but the stock was stagnant. Our analysis...