U.S. Software Stock News

CRH (NYSE:CRH) is back in focus after its late July earnings release, which showed higher quarterly and six month revenue and net income, reaffirmed full year guidance, and announced a 5% dividend increase. See our latest analysis for CRH. Despite the solid earnings, reaffirmed outlook and dividend increase, CRH’s recent momentum has been mixed, with the share price rising 5.76% over the past week but down 20.53% year to date. Over a longer horizon, the 3 year total shareholder return of...

Armstrong World Industries, Inc. recently reported higher second-quarter and first-half 2026 sales and earnings, raised its full-year 2026 guidance, completed a long-running share repurchase program, and earlier announced that Jennifer Kozak will become Senior Vice President and Chief Human Resources Officer and join the Executive Leadership Team from September 9, 2026. The combination of upgraded full-year revenue and profit expectations with continued buybacks and a seasoned human...

Astera Labs earnings jolt puts profitability and spending in focus Astera Labs (ALAB) drew strong attention this week after reporting record Q2 2026 revenue and earnings, paired with higher operating expenses tied to product investments that left investors closely watching its margin profile. See our latest analysis for Astera Labs. Astera Labs shares are trading at $334.17, with a 7 day share price return of 7.37% and a 90 day share price return of 67.26%. The 1 year total shareholder return...

Leadership change and recent earnings put Green Brick Partners in focus Green Brick Partners (GRBK) is drawing fresh attention after announcing that current Chief Operating Officer and President Jed Dolson will become Co Chief Executive Officer on October 15, 2026. This leadership move comes shortly after the company reported second quarter 2026 results, updated share repurchase activity, and highlighted growth in net new home orders and its mortgage platform. These developments give...

Q2 earnings spark closer look at Remitly Global Remitly Global (RELY) just posted second quarter results that included revenue of US$495.16 million and net income of US$205.91 million, with management also updating guidance for the rest of 2026. See our latest analysis for Remitly Global. Remitly Global’s latest earnings, guidance updates, and the rollout of the Remitly Global Card come after a strong year-to-date share price return of 84.72%, while the 1-year total shareholder return of...

American Eagle Outfitters stock has delivered a 48.4% return over the past year, and the current checks suggest the shares are no longer obviously cheap or clearly expensive, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the market price while traditional multiples still screen as supportive. American Eagle Outfitters has returned 48.4% over the past year, which puts more focus on whether recent gains already reflect its fundamentals. The planned US$41 million...

In early August 2026, Vishay Intertechnology reported past second-quarter results showing higher sales of US$888.58 million and increased net income of US$28.12 million, and issued third-quarter 2026 guidance calling for revenues between US$945 million and US$975 million with a gross margin target around 24.0%. Alongside this, the company highlighted stronger backlog, earlier-than-planned margin progress, and launched a universal IR receiver module series aimed at broadening its role in...

Why Planet Labs PBC Stock Is Back in Focus Planet Labs PBC (PL) is back on investor radars after fresh valuation work flagged the stock as expensive, while a new Scottish Government agreement highlighted ongoing demand for its AI enabled satellite data services. See our latest analysis for Planet Labs PBC. Planet Labs PBC’s recent 5.33% 1 day share price gain to $23.93 and 16.85% 7 day share price return sit against a 30 day share price decline of 13.77% and a 90 day drop of 38.70%. The 1...

In August 2026, Innoviva, Inc. reported second-quarter revenue of US$119.59 million, up from US$100.28 million a year earlier, but swung from net income of US$63.69 million to a net loss of US$83.42 million, alongside a loss per share of US$1.14 from continuing operations. Despite this quarterly loss, Innoviva’s six-month results showed revenue rising to US$217.59 million and net income increasing to US$103.18 million, while the company also completed a US$66.40 million buyback program that...

What Champion Homes’ latest earnings and buyback move mean for investors Champion Homes (SKY) released first quarter results for the period ended June 27, 2026, alongside an increase to its share repurchase authorization. This gives investors fresh information on both recent performance and capital allocation. The company reported sales of US$710.23 million for the quarter, compared with US$701.32 million a year earlier. Net income was US$49.16 million, compared with US$64.69 million in the...

S&P Global stock has fallen 21.9% over the past year, yet the latest valuation checks suggest the shares are nearer to fair value on intrinsic estimates while looking more expensive on traditional earnings multiples. With the Excess Returns model pointing to a price close to its intrinsic value and the market assigning a richer multiple, investors are being asked to weigh up which signal to lean on. The 21.9% one year share price decline raises the question of whether recent weakness has...

Why Gaming and Leisure Properties Stock Is Back in Focus After Q2 Earnings Gaming and Leisure Properties (GLPI) attracted fresh attention after reporting second quarter 2026 results on July 30, with higher sales, revenue, net income, and earnings per share compared with a year earlier. See our latest analysis for Gaming and Leisure Properties. At a share price of $44.14, Gaming and Leisure Properties has seen its share price return fall 8.46% over the past 90 days. Its 1 year total...

Xometry, Inc. recently reported its second-quarter 2026 results, with sales rising to US$229.28 million and net loss narrowing to US$5.31 million, while also providing third-quarter revenue guidance of US$234 million to US$236 million. The company raised its full-year 2026 revenue growth outlook to 33%–34%, underpinned by higher expected marketplace expansion of about 37%, signaling management confidence in its AI-powered manufacturing platform. With Xometry lifting full-year revenue...

In August 2026, Douglas Dynamics, Inc. reported second-quarter 2026 sales of US$214.65 million, modestly higher than a year earlier, while net income was slightly lower at US$25.38 million, and also confirmed ongoing share repurchases under its 2022 buyback program. Alongside the results, the company raised its full-year 2026 net sales guidance to a range of US$765 million to US$805 million, signaling management’s increased confidence in the underlying demand picture despite only marginal...

Stoke Therapeutics (STOK) reported second quarter 2026 results that showed lower sales and a wider loss, at the same time as it filed a US$57.72 million shelf registration for 2,000,000 ESOP related shares. See our latest analysis for Stoke Therapeutics. Despite the wider quarterly loss and the ESOP related shelf registration, Stoke Therapeutics’ recent price action has stayed resilient, with a 1 year total shareholder return of about 150% and a very large 3 year total shareholder return,...

PACS Group, Inc. recently reported its second-quarter 2026 results, with revenue rising to US$1,428 million and net income reaching US$76.37 million, and at the same time raised full-year 2026 revenue guidance to a range of US$5.75 billion to US$5.85 billion. The company also highlighted occupancy levels above 90% and plans for additional facility acquisitions, indicating that its locally led, centrally supported model is supporting higher utilization and expansion across its skilled nursing...

In early August 2026, STERIS plc reported first‑quarter fiscal 2027 results showing higher sales and earnings year on year, reaffirmed its full‑year outlook, approved its 21st consecutive annual dividend increase to US$0.69 per share, and announced a record US$600 million chemistries Center of Excellence in North Carolina that will consolidate manufacturing and distribution. The combination of a large, long‑term investment in infection‑prevention chemistries, continued earnings growth, and...

Biodesix, Inc. ( NASDAQ:BDSX ) just released its latest quarterly results and things are looking bullish. Revenues and...

Some Travel + Leisure Co. ( NYSE:TNL ) shareholders may be a little concerned to see that the Chief Technology Officer...

Employers Holdings, Inc. ( NYSE:EIG ) is about to trade ex-dividend in the next three days. Typically, the ex-dividend...

Orion Energy Systems, Inc. ( NASDAQ:OESX ) just released its first-quarter report and things are looking bullish. The...

A week ago, Phillips 66 ( NYSE:PSX ) came out with a strong set of second-quarter numbers that could potentially lead...

Global Ship Lease, Inc. ( NYSE:GSL ) investors will be delighted, with the company turning in some strong numbers with...

It's shaping up to be a tough period for Vanda Pharmaceuticals Inc. ( NASDAQ:VNDA ), which a week ago released some...