U.S. Software Stock News

Doximity, Inc. recently reported its fiscal 2027 first‑quarter results, with revenue of US$156.62 million versus US$145.91 million a year earlier, but net income fell to US$24.32 million from US$53.32 million, and the company issued updated guidance calling for second‑quarter revenue of US$170 million–US$171 million and full‑year revenue of US$671 million–US$681 million. Management also highlighted growing use of its AI‑powered tools across the clinician network, pointing to deeper...

In early August 2026, Marriott International’s board declared a quarterly cash dividend of US$0.73 per share, reported second-quarter revenue of US$7,071 million and net income of US$766 million, detailed recent share repurchases, and highlighted expansion plans including the Series by Marriott rollout in Greater China and an extended rewards collaboration with BetMGM in Alberta. Together with a raised 2026 earnings outlook supported by firmer room pricing despite slower unit growth and...

Amneal Pharmaceuticals, Inc. ( NASDAQ:AMRX ) just reported healthy earnings but the stock price didn't move much...

Telesat (NasdaqGS:TSAT) is back in focus after its subsidiary secured a C$2.3b Arctic connectivity contract, the largest in the company’s history, prompting a special call to discuss the deal and an updated financial outlook. See our latest analysis for Telesat. The contract news has arrived while Telesat’s share price has been on a strong run, with an 85.46% year to date share price return and a very large 3 year total shareholder return of around 7x, although the 90 day share price return...

In early August 2026, Aramark’s board approved a past quarterly dividend of US$0.12 per share, and Aramark Collegiate Hospitality announced a long-term partnership with the University of Colorado Colorado Springs to operate and enhance campus dining, retail, catering, and hospitality programs. This combination of continued cash returns to shareholders and Aramark’s first partnership within the University of Colorado System highlights how the company is tying capital discipline to expansion...

In the past few days, Emerson Electric reported third-quarter fiscal 2026 results showing higher sales of US$4,873 million, increased net income of US$718 million, raised full-year guidance, and declared a quarterly dividend of US$0.555 per share payable on September 10, 2026. Alongside these results, Emerson accelerated its push into industrial AI by naming Rudy Sengupta as Chief Technology and AI Officer and rolling out new AI-enabled platforms such as DeltaV for data centers, Nigel AI...

It's been a pretty great week for Intapp, Inc. ( NASDAQ:INTA ) shareholders, with its shares surging 13% to US$36.36 in...

Watsco, Inc. recently reported past results for the second quarter and first half of 2026, with second-quarter sales of US$2,104.86 million and net income of US$163.34 million, and six-month sales of US$3,637.87 million with net income of US$242.41 million. Despite modest year-over-year revenue growth, Watsco’s diluted earnings per share from continuing operations declined in both the quarter and six-month period, highlighting pressure on profitability even as sales edged higher. We’ll now...

Seanergy Maritime Holdings Corp. ( NASDAQ:SHIP ) just reported some strong earnings, and the market reacted accordingly...

Regulation is moving back to centre stage as governments respond to new risks, and that can reshape which stocks benefit and which struggle. For investors, this creates a window where compliance and regulatory technology exposure may matter more than usual, and missing it could mean watching opportunities pass by. This article walks through three RegTech stocks linked to these developments and explains why they might deserve a closer look at this point. The stocks covered below are only a...

Shareholders of MNTN, Inc. ( NYSE:MNTN ) will be pleased this week, given that the stock price is up 19% to US$10.99...

Why First Hawaiian’s latest earnings are drawing attention First Hawaiian (FHB) is back in focus after its second quarter 2026 earnings showed higher net interest income and net income than a year earlier, alongside updated charge off, dividend and buyback details. See our latest analysis for First Hawaiian. The recent earnings release, higher net interest income and a steady dividend come against a mixed price backdrop, with the share price at $27.57 after a 30 day share price return that is...

OPENLANE, Inc. ( NYSE:OPLN ) investors will be delighted, with the company turning in some strong numbers with its...

Stepan (SCL) recently reported second quarter 2026 results, with sales of US$684.11 million and net income of US$22.91 million. At the same time, the company affirmed a quarterly cash dividend of US$0.395 per share. See our latest analysis for Stepan. Stepan's earnings report and dividend affirmation have arrived alongside a period of stronger momentum, with a 30 day share price return of 13.18% and a year to date share price return of 35.62%. However, the 3 year total shareholder return is...

In recent days, reports of potential new U.S. export restrictions on high-performance data center components to China and mounting analyst expectations for strong year-over-year earnings and revenue growth ahead of Coherent’s 12 August fiscal fourth-quarter results have sharpened focus on the company’s role in AI data center infrastructure and optical networking. At the same time, Coherent’s position as a key supplier to AI-driven data centers and a leading player in the expanding optical...

In the past week, United Therapeutics reported Q2 2026 results showing sales of US$783.3 million, a slight year-on-year dip, alongside higher net income of US$333 million and diluted EPS of US$7.27, while completing a US$1.50 billion buyback and highlighting strong phase 3 data plus an FDA filing for ralinepag in pulmonary arterial hypertension. Beyond the quarterly numbers, the combination of robust ralinepag outcomes, New Drug Applications for ralinepag and nebulized Tyvaso, and meaningful...

Investors were underwhelmed by the solid earnings posted by Reddit, Inc. ( NYSE:RDDT ) recently. We did some digging...

In late July 2026, Coinbase Global reported second-quarter revenue of US$1,220.07 million and a net loss of US$359.47 million, while also completing a US$2.03 billion share repurchase program initiated in 2024. At the same time, Coinbase intensified its push for the US CLARITY Act and secured full MiFID-equivalent authorization from the UK’s FCA, signaling a stronger regulatory footing across two major financial markets. Next, we’ll examine how Coinbase’s new UK authorization to offer...

Icahn Enterprises (IEP) is back in focus after its second quarter 2026 earnings update, which combined a wider net loss, an affirmed cash distribution and plans to sell Pep Boys for US$700 million. See our latest analysis for Icahn Enterprises. At a share price of US$7.63, Icahn Enterprises has seen a 1-month share price return of 4.38% and a year to date share price return of 2.01%. The 5-year total shareholder return is down 65.70%, suggesting recent momentum is modest compared with a weak...

Abbott Laboratories stock has fallen 16.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to meaningful upside compared with the current share price. With the broader valuation checks sitting in the middle of the range, investors are weighing whether that DCF upside is enough to offset recent share price weakness. The 1 year share price decline of 16.4% suggests the market has tempered its expectations for Abbott Laboratories despite...

HNI Corporation recently reported past second-quarter 2026 results, with sales rising to US$1,472.4 million from US$667.1 million and net income increasing slightly to US$51.1 million, while basic earnings per share from continuing operations eased to US$0.70 from US$1.04. Despite very large year-over-year growth in six-month sales to US$2,819.9 million, net income for the period fell to US$12.3 million, highlighting pressure on profitability even as the company guides for strong Workplace...

How Illinois Tool Works Stock Responded To The Latest Earnings News Illinois Tool Works (ITW) has attracted fresh attention after reporting higher sales, net income, and earnings per share for the second quarter and first half of 2026, along with raised full year earnings and revenue guidance. See our latest analysis for Illinois Tool Works. The latest earnings and guidance update has come after a steady pick up in Illinois Tool Works' recent share price performance. The 30 day share price...

Boeing stock has gained 5.1% over the past week, and investors now face a split verdict on value as the Discounted Cash Flow (DCF) intrinsic value estimate points to sizable upside while market based multiples lean the other way. The 5.1% move over the past week suggests sentiment has improved recently, even though longer term returns have been much more muted. Fresh certification of the 737 MAX 7 and expectations for higher aircraft production can support future cash flow, but ongoing cost...

As you might know, Syndax Pharmaceuticals, Inc. ( NASDAQ:SNDX ) last week released its latest quarterly, and things did...