U.S. Software Stock News

NYSE:CCS
NYSE:CCSConsumer Durables

Century Communities (CCS) Stock Faces Margin Compression As Net Margin Halves To 3.4%

Century Communities (CCS) has just posted its Q2 2026 numbers, with revenue of US$927.2 million, basic EPS of US$1.26 and net income of US$36.1 million, setting the tone for how investors assess the latest quarter. The company has seen quarterly revenue move from US$1.00 billion in Q2 2025 to US$927.2 million in Q2 2026, while basic EPS shifted from US$1.15 to US$1.26 over the same period. This presents a mixed setup for how margins are trending through the cycle. Overall, the picture is one...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity (NSP) Rebound Keeps Focus On Its Earnings Recovery Story As Undervalued View Builds

Insperity (NSP) has drawn fresh attention after its shares moved sharply over the past month, with the stock up around 30% and roughly 46% over the past 3 months. See our latest analysis for Insperity. At a latest share price of $47.98, Insperity’s recent 30 day share price return of about 30% and 90 day gain of roughly 46% contrast with a 1 year total shareholder return that is down about 13%, suggesting short term momentum against a weaker longer term picture. If Insperity’s move has you...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix (NFLX) Is Reportedly Eyeing Letterboxd To Deepen Film Discovery

Netflix, ticker NasdaqGS:NFLX, is reportedly in talks to acquire Letterboxd, a movie recommendation and social platform with around 30 million users. The discussions center on using Letterboxd’s film community and data to increase engagement and time spent within the Netflix ecosystem. Letterboxd’s recent move into movie rentals is seen as relevant to Netflix’s interest in broadening monetization beyond core streaming. Netflix sits at the intersection of streaming, advertising, and...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Faces Fresh Wildfire Liability Debate After Consumer Ad Campaign

Consumer groups launched a new ad campaign warning about a rumored proposal from Governor Gavin Newsom to limit utilities' wildfire liability. The campaign highlights concerns that utilities, including PG&E (NYSE:PCG), could face reduced financial responsibility for future wildfire damages. The ads focus on potential impacts for ratepayers, wildfire victims, and the accountability of California's largest utilities. PG&E is a major California utility that has been closely watched by...
NYSE:F
NYSE:FAuto

How Ford’s Geely JV to Revive Valencia Plant Has Changed Its Investment Story At Ford Motor (F)

Earlier in July 2026, Ford Motor and China’s Geely Auto agreed to form a joint venture at Ford’s Valencia, Spain plant, where they plan to build multiple low- and zero-emission models for the European market starting in 2028, with Ford holding a two-thirds stake and Geely the remaining one-third. This partnership not only helps fill unused capacity and extends the life of a troubled factory, it also deepens Ford’s access to lower-emission technologies and new European customers amid intense...
NYSE:IONQ
NYSE:IONQTech

IonQ Stock Leads Quantum Computing Picks Worth A Closer Look

Quantum computing stocks sit at the crossroads of advanced research and real world problem solving, and that makes this screener especially interesting while central banks weigh inflation risks, bond yields press higher, and energy prices shape rate expectations. With policy signals mixed across the US, Europe, and Asia, many investors are looking for themes driven more by long term technological progress than by the next rate move. This Quantum Computing Stocks screener filters companies...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Iridium Communications (IRDM) Stock Faces Margin Compression As Net Profitability Weakens Narrative

Iridium Communications (IRDM) has reported Q2 2026 total revenue of US$225.2 million, with basic EPS of US$0.09 and net income of US$9.7 million, setting the tone for how investors interpret the latest quarter. The company has seen quarterly revenue move from US$216.9 million in Q2 2025 to US$225.2 million in Q2 2026, while basic EPS shifted from US$0.20 to US$0.09 over the same period, putting the spotlight firmly on how margins are holding up through this phase. See our full analysis for...
NasdaqGS:UFPI
NasdaqGS:UFPIBuilding

Tariff Resistant US Small Cap Value Stocks Investors May Be Missing

With a fresh round of tariffs on the table, many investors are rethinking how exposed their portfolios really are to global trade tensions. The U.S. Small-Cap Value Stocks screener used for this article focuses on companies that lean more on domestic demand and have value characteristics that some investors look for when uncertainty around tariffs rises. This article breaks down 3 stocks from that group that appear to be more directly exposed to the latest trade headlines, explaining how the...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ) Could Be 33% Below Fair Value Following OTTAVA FDA Clearance

Johnson & Johnson (JNJ) has moved into U.S. soft tissue robotic surgery after the FDA granted De Novo authorization for its OTTAVA Robotic Surgical System, a table-integrated platform cleared for multiple general surgery procedures. See our latest analysis for Johnson & Johnson. Against this backdrop, Johnson & Johnson’s share price has climbed steadily, with a 30 day share price return of 8.44% and a year to date share price return of 25.04%. The 1 year total shareholder return of 56.73%...
NYSE:T
NYSE:TTelecom

AT&T (T) Brings 6G Style Drone Detection Closer With Ericsson 5G Trial

AT&T and Ericsson conducted an advanced 5G based drone detection demonstration, using sensing capabilities often associated with future 6G networks. The trial highlights how existing AT&T 5G infrastructure can support security focused applications such as monitoring drones around large public events and critical sites. The deployment showcases potential new use cases for NYSE:T network services across public sector and enterprise customers. AT&T enters this development with its stock,...
NYSE:FAF
NYSE:FAFInsurance

First American Financial (FAF) Stock Faces Forecast Earnings Decline After Strong Q2 Net Margin

First American Financial (FAF) opened Q2 2026 with revenue of US$2,117.3 million and basic EPS of US$2.13, setting a clear marker for how the business is currently performing. The company has seen quarterly revenue move from US$1,582.3 million in Q1 2025 to US$2,117.3 million in Q2 2026, while basic EPS over the same stretch has ranged from US$0.71 in Q1 2025 to US$2.13 in the latest quarter. This leaves investors to weigh healthier trailing net margins against the sustainability of these...
NYSE:CDE
NYSE:CDEMetals and Mining

Gold Stocks For Higher Rates And Geopolitical Uncertainty

With inflation worries, higher-for-longer interest rates and ongoing geopolitical tension all in focus, many investors are looking for assets that can hold their ground when confidence in paper money is tested. Gold sits at the center of that discussion, and the Elite Gold Stocks screener is built to highlight companies with stronger balance sheets and lower production costs, which can be important in this type of market backdrop. In this article, you will see three stocks from the Elite Gold...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Earnings Beat Keeps Its Valuation Narrative In Focus

Intuitive Surgical (ISRG) is back in focus after reporting second quarter results that exceeded analyst earnings and sales estimates, alongside new regulatory and AI related milestones across its robotic surgery ecosystem. See our latest analysis for Intuitive Surgical. Despite the strong second quarter beat and new AI and ecosystem milestones, Intuitive Surgical’s 30 day share price return is down 17.65% and its year to date share price return is down 40.92%. The 3 year total shareholder...
NYSE:PM
NYSE:PMTobacco

Does FDA’s ZYN Ruling And Mixed Q2 Results Change The Bull Case For Philip Morris (PM)?

In the past week, Philip Morris International reported second‑quarter 2026 results showing sales rising to US$11.19 billion from US$10.14 billion a year earlier, while net income eased to US$2.82 billion and diluted EPS from continuing operations slipped to US$1.80 from US$1.95. A key development was the U.S. FDA’s authorization of ZYN nicotine pouches as modified risk tobacco products, making ZYN the first nicotine pouch brand with this status and highlighting the growing regulatory...
NasdaqGS:CPB
NasdaqGS:CPBFood

Is Campbell’s (CPB) New Protein Soup Line a Real Shift in Its Wellness Strategy?

In July 2026, Campbell's Company launched Campbell's Protein Soups, a five-flavor line featuring slow-simmered bone broth, 20 grams of protein per can, and a green-label design, now rolling out nationwide at US$3.19. This launch targets the large group of Americans actively seeking more protein and balanced nutrition, aligning Campbell's traditional soup expertise with modern wellness-focused eating habits. We'll now explore how this protein-focused innovation, aimed at health-conscious...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Does NetApp’s AI Infrastructure Role at StructureCraft Reshape the Bull Case For NTAP?

In July 2026, NetApp filed a preliminary proxy urging shareholders to vote against a proposal to allow action by written consent, while also announcing that engineering and construction firm StructureCraft is using NetApp technology to build an AI-ready, centralized data infrastructure for global collaboration and large-scale design workloads. The StructureCraft collaboration highlights how NetApp’s storage and data platforms are being adopted as foundational infrastructure for custom AI...
NYSE:HIMS
NYSE:HIMSHealthcare

FDA Peptide Shift And Leadership Change Could Be A Game Changer For Hims & Hers Health (HIMS)

In July 2026, an FDA advisory committee recommended easing compounding restrictions on several peptides, including BPC-157, while Hims & Hers Health announced that long-serving Chief Accounting Officer and Principal Accounting Officer Irene Becklund will resign in October 2026 and remain on as an advisor during the transition. The FDA panel’s stance directly affects Hims & Hers Health’s growing peptide operations, including its California compounding facility, potentially widening the range...
NYSE:DVN
NYSE:DVNOil and Gas

Why Devon Energy (DVN) Is Up 5.3% After Oil-Driven Pre-Earnings Optimism And What's Next

In recent days, Devon Energy has drawn attention as investors react to pre-earnings expectations for higher earnings and revenue alongside sector-wide strength in energy stocks following a sharp rise in crude oil prices driven by geopolitical tensions in key shipping routes. What stands out is how growing optimism around Devon’s upcoming results is intersecting with shifting oil market conditions to reshape how investors view its cash flow resilience and exposure to commodity swings. Next,...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Stock Margins Near 20% Reinforce Bullish Profitability Narratives

Globe Life (GL) has posted fresh Q2 2026 results, with revenue at US$1.6b, basic EPS of US$3.71 and net income excluding extra items of US$287.7m, setting the tone for how the rest of the year might shape up. The company has seen revenue move from US$1.48b in Q2 2025 to US$1.6b in Q2 2026, while basic EPS over the same quarters shifted from US$3.09 to US$3.71, giving investors a clear read on the latest run rate and earnings power. Together with a trailing twelve month EPS of US$15.35 and net...
NasdaqGS:RELL
NasdaqGS:RELLElectronic

Richardson Electronics (RELL) Stock Faces Lofty P/E As Profitability Recovery Tests Bullish Narrative

Richardson Electronics (RELL) has capped FY 2026 with fourth quarter revenue of US$66.2 million and basic EPS of US$0.25, with trailing twelve month revenue at US$228.6 million and EPS of US$0.44 as the company settles into a newly profitable footing. Over the past six quarters, revenue has moved from US$51.9 million in Q4 FY 2025 to US$66.2 million in Q4 FY 2026, while quarterly EPS has ranged from a loss of US$0.14 in Q3 FY 2025 to a gain of US$0.25 in the latest quarter, giving investors a...
NasdaqGS:LIN
NasdaqGS:LINChemicals

How Q2 EPS Hopes and ESG Recognition Could Shape Linde’s (LIN) Long-Term Investment Story

Linde recently reported that investors were looking ahead to its second-quarter results with expectations of single-digit adjusted EPS growth, supported by its contract-based business model and management’s confidence in helium market tightness and new agreements. A separate recognition of Linde’s inclusion in the FTSE4Good Index for the eleventh year highlighted its long-term commitment to emissions reduction and industrial decarbonization, reinforcing its role in helping customers avoid...
NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Reddit Stock Leads 3 High Growth Picks Backed By Earnings Forecasts

Global markets are being pulled in different directions by central bank decisions, higher bond yields, and volatile energy prices, so it is easy to feel overwhelmed when trying to pick individual stocks. The Healthy high growth potential screener cuts through that noise by highlighting companies where analysts expect strong earnings growth over the next 3 years and that also appear to be in an acceptable financial position. In this article, you will see 3 stocks from this screener, giving you...
NYSE:NE
NYSE:NEEnergy Services

3 Energy Stocks Worth Watching As Oil Supply Risks Return

Energy stocks are back in the spotlight as tensions around supply routes, stubborn inflation, and choppy markets reshape how capital moves through the sector. Instead of reacting to every headline, it can help to focus on companies with meaningful scale, healthier balance sheets, and clearer business models. This article looks at 3 energy sector stocks from a targeted screener that appear more directly exposed to the recent news, either as potential beneficiaries or as companies investors may...
NYSE:DINO
NYSE:DINOOil and Gas

Did Surging Earnings Estimates and Crude Flexibility Just Shift HF Sinclair's (DINO) Investment Narrative?

HF Sinclair recently drew increased attention ahead of its June 2026-quarter earnings report, as analysts expected year-over-year growth in earnings and revenue and revised their consensus EPS estimate very sharply higher over the prior month. Comparisons with Marathon Petroleum and discussion of HF Sinclair’s crude flexibility, efficiency initiatives, and apparent valuation edge added an extra layer of interest for investors assessing the refiner’s competitive position. We’ll now examine...