U.S. Software Stock News

In July 2026, Mobileye Global Inc. announced that founder Prof. Amnon Shashua will step down as CEO and President once successors are appointed, while also completing a US$23.47 million share buyback and reporting second-quarter 2026 sales of US$508 million with a lower net loss than a year earlier. On the same day, Mobileye raised its full-year 2026 revenue outlook to a midpoint of US$1.995 billion despite expecting lower production from its top customers, highlighting resilient demand for...

With fresh legal attacks on President Trump’s new 10% to 12.5% global tariffs, investors are again being reminded how quickly import costs and supply chains can shift. Some US retailers and consumer staples stocks look more insulated because of their size and domestic focus, while others sit closer to the crosshairs of trade policy and refund disputes. This article focuses on three stocks from our US Retailers and Consumer Staples screener that appear more positively exposed to this tariff...

Sinclair stock has delivered a 38.3% decline over the past five years, yet the current checks suggest pricing that leans on the expensive side rather than offering an obvious bargain. Recent shorter term gains sit against a mixed valuation picture and a market multiple view that points to the shares trading at a premium. Over five years, Sinclair has produced a 38.3% loss for shareholders, which raises questions about how much of the business recovery story is already reflected in today’s...

Earnings expectations and nuclear partnership put Amentum Holdings in focus Amentum Holdings (AMTM) is drawing attention as investors watch two key developments. Upcoming June quarter earnings are expected to show year over year growth, and a new Westinghouse collaboration expands its role in advanced nuclear projects. See our latest analysis for Amentum Holdings. At a share price of US$24.14, Amentum Holdings has seen a 13.65% 30 day share price return and a 4.14% one day move. However, the...

Global growth signals are mixed, inflation pressures are easing in several regions and central bank paths remain highly data driven. In this kind of backdrop, investors often look for companies that already turn heavy AI investment into real earnings rather than distant promises. The Profitable AI Stocks screener focuses on these cash generative AI players. It cuts through hype and highlights businesses that use AI spending to support profits today. In this article, you will see three of the...

In the first quarter ended June 26, 2026, Allegro MicroSystems reported sales of US$259.24 million, a move to net income of US$15.87 million, and basic earnings per share from continuing operations of US$0.09, compared with a loss a year earlier. Alongside this earnings swing, Allegro issued upbeat second-quarter guidance calling for US$265 million to US$275 million in net sales, implying very large year-over-year growth that reinforces its positioning across automotive and industrial end...

In late July 2026, Waste Connections, Inc. completed the pricing of CAD 300 million 4.200% Senior Notes due 2033 and CAD 400 million 4.550% Senior Notes due 2036, raising approximately CAD 691.9 million in net proceeds primarily to repay Canadian dollar borrowings on its revolving credit facility. This refinancing move shifts a portion of the company’s funding from shorter-term bank debt to longer-dated fixed-rate bonds, potentially altering its interest cost profile and extending debt...

The race to treat obesity and metabolic disease is reshaping expectations across large pharmaceutical stocks, and Eli Lilly is front and center after its Q2 earnings and outlook upgrade around Zepbound, Mounjaro and new pill Foundayo. Stronger than expected demand and higher 2026 sales guidance have sharpened investor focus on which companies are most exposed to this GLP-1 driven story. This article looks at three large-cap Healthcare stocks from a metabolic and obesity treatment screener...

Global Ship Lease has delivered a strong 223.2% total return over the past five years, which raises a clear valuation question for investors given that the broader checks still suggest the stock screens as undervalued rather than fully priced in. Over five years, Global Ship Lease has returned 223.2%, which means anyone who has held the stock through that period has already seen substantial gains that now need to be weighed against the current price. A contracted revenue backlog of more than...

On 4 August 2026, Atoms announced a partnership with Joby Aviation to acquire and develop vertiport sites in Florida, New York, Texas, and California, supporting Joby’s planned eVTOL operations under the White House-backed Integration Pilot Program. This collaboration directly targets the ground infrastructure required for electric air taxi services, linking Joby’s aircraft roadmap with multimodal hubs for charging, passenger flow, and last‑mile transport. Next, we’ll examine how this new...

Samsara stock has delivered a strong 56.5% return over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium, with the DCF suggesting the stock may be overvalued by about 10.2% relative to that intrinsic estimate. Samsara’s 56.5% return over three years highlights solid shareholder gains that now sit against valuation signals pointing to a richer price tag. Crossing US$2b in annual...

Lucid Group, Inc. reported past second-quarter 2026 results with sales of US$405.35 million, but a net loss of US$1.03 billion and a basic loss per share of US$3.30, with first-half losses also widening despite higher revenue. At the same time, Lucid’s capital position and ownership profile evolved, with Saudi Prince Alwaleed disclosing a 5% stake alongside the Public Investment Fund’s large holding and the company highlighting pro forma liquidity of US$4.70 billion to sustain operations...

Allegiant Travel Company recently reported second-quarter 2026 results showing revenue rising to US$943.49 million and net loss narrowing to US$4.86 million, while for the first half of 2026 it moved from a US$33.06 million loss to net income of US$37.62 million. At the same time, Allegiant secured a pilot contract with very large immediate pay increases and US$300 million in retention bonuses, and unveiled new inflight perks and the Allegiant First premium cabin as it continues integrating...

Patria Investments Limited ( NASDAQ:PAX ) stock is about to trade ex-dividend in four days. The ex-dividend date is one...

The global electric vehicle (EV) battery market is poised for significant growth, with projections indicating an increase from USD 103.04 billion in 2026 to USD 168.95 billion by 2035, driven by a compound annual growth rate of 5.6%. This expansion is fueled by the rising adoption of battery electric vehicles (BEVs), decreased battery pack prices, investments in local manufacturing, and advancements in fast-charging technologies and battery architectures. The 50-110 kWh battery capacity...

Vertiv Holdings Co ( NYSE:VRT ) just reported healthy earnings but the stock price didn't move much. Our analysis...

Uranium Royalty Corp.'s ( NASDAQ:UROY ) stock was strong after they recently reported robust earnings. However, we...

We wouldn't blame Kestra Medical Technologies, Ltd. ( NASDAQ:KMTS ) shareholders if they were a little worried about...

Despite posting some strong earnings, the market for Carvana Co.'s ( NYSE:CVNA ) stock hasn't moved much. Our analysis...

The analysts might have been a bit too bullish on OneWater Marine Inc. ( NASDAQ:ONEW ), given that the company fell...

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...