U.S. Software Stock News

The Morning Bull - US Market Morning Update Monday, May, 11 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly in the red while Dow futures edge higher, as investors weigh a jump in global bond yields and fresh signals from China. Germany’s 10 year bond yield sits at 3.02% and UK yields are above 4.95%, reflecting worries that inflation and energy costs could keep borrowing costs high. At the same time, China’s April exports are up 14.1% and imports up 25.3%,...

In early May 2026, Intapp reported third-quarter fiscal 2026 results showing revenue of US$146.04 million, a wider net loss of US$15.5 million, reaffirmed full-year revenue guidance, and completed a US$100.03 million share repurchase of 3,895,000 shares. The quarter also highlighted fast-growing SaaS and cloud recurring revenue, early traction for its new Celeste AI platform, and deepening AI partnerships with providers such as Anthropic and Harvey. Next, we’ll examine how Celeste’s early AI...

Entergy Corporation's ( NYSE:ETR ) robust earnings report didn't manage to move the market for its stock. Our analysis...

In recent days, New Oriental Education & Technology Group’s earlier enthusiasm around its AI-powered learning initiatives and strong third-quarter earnings has eased as investors reassessed the sustainability of that optimism. This shift highlights how quickly sentiment around new technology-driven education offerings can cool once the initial excitement and revenue guidance are scrutinized more closely. Next, we’ll examine how this reassessment of AI-driven learning expectations could...

Analyst expectations set the stage American Public Education (APEI) is in focus after Wall Street analysts projected a 48.8% year-over-year increase in quarterly earnings per share, while revenues are expected to be 5.6% higher than in the same quarter last year. Analysts also anticipate growth in student enrollment and net course registrations at Rasmussen University and Hondros College, two key subsidiaries that help shape how investors assess the company’s current operating momentum. See...

Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...

Wondering whether Goodyear Tire & Rubber at around US$6.51 is a potential bargain or a value trap? This article walks through what the current price might be implying. The stock has been under pressure, with the share price down 5.2% over the last week, 8.4% over the last month, 27.1% year to date, and 40.7% over the past year. This may have changed how some investors think about both risk and opportunity. Recent headlines have focused on Goodyear Tire & Rubber in the context of broader auto...

A week ago, Diodes Incorporated ( NASDAQ:DIOD ) came out with a strong set of quarterly numbers that could potentially...

Event context and why HealthEquity is on investors’ radar HealthEquity (HQY) is drawing fresh attention after recent share price moves, with the stock up 9% over the past month and 8% in the past 3 months, prompting investors to reassess its fundamentals. See our latest analysis for HealthEquity. Those recent share price gains sit against a mixed backdrop, with the 1-year total shareholder return down 12.23% but the 3-year total shareholder return up 49.76%. This suggests longer term holders...

MPLX LP recently reported first-quarter 2026 results showing sales of US$2,806 million and revenue of US$3,038 million, with net income of US$912 million and diluted EPS of US$0.90, while also affirming a quarterly cash distribution of US$1.0765 per common unit and completing nearly US$930 million of unit repurchases under its 2022 program. Alongside these results, MPLX filed an omnibus shelf registration for common units, other units, and debt securities, giving the partnership additional...

We wouldn't blame Cummins Inc. ( NYSE:CMI ) shareholders if they were a little worried about the fact that Nicole...

In early May 2026, Academy Sports and Outdoors completed a private offering of US$500,000,000 in 5.875% senior secured notes due 2031 to refinance existing 2027 notes, repay its term loan facility, and fund general corporate purposes. This refinancing reshapes Academy’s debt profile by extending maturities and reaffirming access to institutional credit markets through secured, guaranteed notes issued under Rule 144A and Regulation S. Next, we’ll examine how this large refinancing, which...

At its May 2026 Think conference, IBM launched IBM Sovereign Core, expanded watsonx and hybrid-AI orchestration tools, and secured FedRAMP authorization for multiple AI and automation solutions targeting highly regulated enterprise and government workloads. By embedding compliance, governance, and multi-agent AI control into platforms like Sovereign Core and Enterprise Advantage, IBM is positioning its AI and consulting businesses around operational sovereignty and secure, large-scale...

We wouldn't blame Benchmark Electronics, Inc. ( NYSE:BHE ) shareholders if they were a little worried about the fact...

Earlier this month, Jim Cramer used his CNBC “Mad Money” segment to spotlight Monarch Casino & Resort, emphasizing its strong balance sheet, minimal long-term debt, and recent operational performance versus larger casino peers. By calling Monarch a focused regional operator with steadily expanding market share, Cramer drew attention to how its business model differs from many diversified gaming giants. We’ll now examine how Cramer’s focus on Monarch’s clean balance sheet and regional growth...

Itron, Inc. recently reported first-quarter 2026 results showing revenue of US$586.98 million and net income of US$53.46 million, and also authorized a new US$200 million share repurchase program over 18 months starting May 8, 2026. Away from the quarterly numbers, Itron’s role as an anchor member in the newly launched Novara Energy Alliance underscores its focus on real-world grid and energy-efficiency solutions alongside partners such as Avista and McKinstry. Next, we’ll explore how the...

Hillman Solutions (HLMN) is back in focus after raising its 2026 net sales guidance alongside first quarter results, a combination that provides fresh information on both near term performance and management expectations. See our latest analysis for Hillman Solutions. Despite the raised 2026 net sales guidance and an active buyback program, Hillman Solutions' share price has slipped, with the 90 day share price return down 23.54% and the 1 year total shareholder return down 6.76%. This...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Bassett...

In the first quarter ended March 31, 2026, Mach Natural Resources LP reported revenue of US$285.93 million but moved from net income of US$15.89 million a year earlier to a net loss of US$35.04 million, largely tied to non-cash derivative impacts, while still declaring a quarterly cash distribution of US$0.64 per common unit. Alongside these mixed results, Mach accelerated a shift toward higher-return, oil-weighted drilling and existing holders launched a 9 million-unit secondary offering,...

In the past week, Uber Technologies, Inc. reported first-quarter 2026 results showing revenue of US$13.20 billion and net income of US$263 million, while also unveiling new travel features such as in-app hotel bookings with Expedia and adding more than 1,500 Ulta Beauty stores to the Uber Eats marketplace for same-day retail delivery across the U.S. Together, these updates highlight Uber’s push to turn its app into a broader consumer platform spanning mobility, travel, and retail, deepening...

With no single headline event today, Clear Channel Outdoor Holdings (CCO) is drawing attention as investors reassess the out of home advertising company’s fundamentals, recent returns, and current US$2.39 share price. See our latest analysis for Clear Channel Outdoor Holdings. Recent trading in Clear Channel Outdoor Holdings has been fairly quiet, yet the 12.74% year to date share price return sits alongside a 107.83% 1 year total shareholder return. This suggests that the momentum has been...

Apyx Medical Corporation ( NASDAQ:APYX ) investors will be delighted, with the company turning in some strong numbers...

Recent performance snapshot Ferguson Enterprises (FERG) has attracted fresh attention after recent share price pressure, with the stock down 2.1% on the day, 7.5% over the past week and about 6.0% over the past month. Over the past 3 months, the share price is down roughly 8.5%, while longer term total returns, including dividends, are 7.3% year to date, 38.8% over the past year, 72.2% over 3 years and 103.9% over 5 years. See our latest analysis for Ferguson Enterprises. Recent weakness,...

In April 2026, Arcosa, Inc. reported first-quarter sales of US$571.7 million and net income of US$37.8 million, while also updating its full-year 2026 consolidated revenue guidance to a range of US$2.6 billion to US$2.7 billion, above its prior outlook. Alongside stronger earnings, Arcosa completed a US$17.23 million share repurchase of 159,595 shares, subtly reinforcing management’s confidence in the company’s longer-term prospects. We’ll now examine how Arcosa’s raised 2026 revenue...