U.S. Software Stock News

NasdaqGS:HWC
NasdaqGS:HWCBanks

3 US Bank Stocks That Could Benefit If Rates Rise Again

With inflation stuck around 3.7% to 4.1% and the Federal Reserve edging closer to fresh rate hikes, the gap between winners and losers in US bank stocks could widen quickly. Some institutions may see stronger net interest margins while others face tougher funding and credit conditions. This article breaks down three US bank stocks from our screener that appear positively exposed to this rate backdrop and explains what that might mean for your portfolio decisions. The three stocks covered next...
NYSE:ORI
NYSE:ORIInsurance

Old Republic International (ORI) Stock Looks Below Fair Value While Earnings Look Fair

Old Republic International stock has delivered a strong 146.2% return over the past 5 years, while the current intrinsic value estimate from the Excess Returns model suggests the shares may still trade below what the underlying economics imply. Market multiples point to a price that looks broadly in line with peers. For investors, that mix of a long run up and a model flagging potential undervaluation raises the question of how much upside, if any, is left in the current price of...
NYSE:BALL
NYSE:BALLPackaging

The Bull Case For Ball (BALL) Could Change Following Strong Q2 Earnings And Dividend Affirmation

Ball Corporation reported past second-quarter 2026 results showing sales of US$3,997 million and net income of US$221 million, both higher than a year earlier, with basic and diluted earnings per share from continuing operations rising to US$0.83. Across the first half of 2026, Ball’s year-on-year increases in sales and earnings, together with the board’s decision to affirm a US$0.20 per-share cash dividend, underscore management’s focus on both operational performance and shareholder...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Is Strong Q2 Results And Buybacks Altering The Investment Case For Tradeweb Markets (TW)?

Tradeweb Markets Inc. reported past second-quarter 2026 results with revenue of US$558.95 million and net income of US$181.32 million, alongside confirming a US$0.1400 per-share quarterly dividend payable on September 15, 2026. The company also completed share repurchases totaling 4,730,151 shares for US$489.0 million across two buyback programs, indicating ongoing capital returns alongside earnings growth. Next, we’ll examine how this strong earnings performance and continued share...
NYSE:ESS
NYSE:ESSResidential REITs

Essex Property Trust (ESS) Stock Looks Undervalued As Cash Flow Leads The Case

Essex Property Trust has returned 31.4% over the past three years, yet its valuation signals are split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting meaningful upside while earnings based multiples imply the stock is on the expensive side at around US$288 per share. A 31.4% three year return points to a stock that has already rewarded patient holders and raises the bar for any further upside case. Stronger recent performance from the West Coast...
NYSE:TPL
NYSE:TPLOil and Gas

Texas Pacific Land’s (TPL) Rising EPS Strengthens Its Royalty Model But How Durable Is This Edge?

In the second quarter of 2026, Texas Pacific Land Corporation reported revenue of US$246.06 million and net income of US$153.93 million, both higher than the same period a year earlier, with diluted earnings per share from continuing operations rising to US$2.23 from US$1.68. Over the first half of 2026, the company’s revenue and net income gains, alongside an increase in basic earnings per share to US$4.30 from US$3.43, highlight the earnings power of its royalty and land-focused business...
NYSE:IBM
NYSE:IBMIT

Why IBM (IBM) Is Up 6.1% After New AI ROI Platform and Quantum Computing Milestones

International Business Machines Corporation has recently unveiled the Apptio AI Value & ROI platform and reported multiple quantum computing milestones with partners including Algorithmiq, Qedma, and the University of Chicago, showcasing new frameworks for trusted, error-mitigated quantum computations that classical systems have struggled to match. These advances suggest IBM is positioning its AI and quantum offerings not just as cutting-edge technologies, but as tools that enterprises and...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Is DraftKings (DKNG) Undervalued After Its Q2 Miss And 2026 Outlook Hold?

Q2 earnings miss puts DraftKings stock back in focus DraftKings (DKNG) is back on investors’ radar after second quarter results showed revenue and earnings below expectations, a move from profit to loss, and a reaffirmed full year 2026 outlook. The company paired this weaker quarter with a continued push into its predictions product and a broader Super App approach. That combination is drawing attention from investors who are weighing near term profitability against a longer term effort to...
NYSE:PKE
NYSE:PKEAerospace & Defense

US Defense Stocks To Watch As Pentagon Spending Plans Shift

With the Pentagon pressing U.S. defense companies to ramp up production after recent conflict with Iran, the sector is suddenly in the spotlight for investors who do not want to miss potential shifts in long term spending. Faster contract decisions and a proposed jump in the defense budget could reshape expectations. This article walks through three stocks exposed to this news and why each might deserve a closer look now. The stocks highlighted below are just a starting sample, since the full...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

Can WesBanco (WSBC) Trade At A Discount To Fair Value?

WesBanco stock has delivered a strong 74.4% return over the past three years, yet the latest valuation checks and intrinsic value estimate suggest the shares may no longer be a straightforward bargain at the current price of US$41.69. Over the last three years, WesBanco has returned 74.4%, which puts recent gains front and center when judging whether there is still a margin of safety in the current share price. Future revenue and cash flow expectations can support the case for further...
NasdaqGM:BETR
NasdaqGM:BETRDiversified Financial

Is Better Home & Finance Holding (BETR) Undervalued After Its CEO Change And Q2 Update?

Better Home & Finance Holding (BETR) is back in focus after a busy early August, with a CEO change, fresh Q2 results showing a reduced net loss, and new Q3 revenue guidance. See our latest analysis for Better Home & Finance Holding. Despite Better Home & Finance Holding announcing a narrower quarterly net loss, new Q3 revenue guidance, and a CEO change, the share price has fallen 34% over the past week and 55% year to date. This points to fading momentum and a market that is still reassessing...
NasdaqCM:ORBS
NasdaqCM:ORBSMultiline Retail

Eightco Holdings (OCTO) Stock Profit Swing Meets Steep Revenue Drop

Eightco Holdings stock edged up about 3% into the weekend, yet the small bounce sits awkwardly against a still loss heavy story and a rich sales multiple. The company entered this Q2 print carrying a P/S ratio of 10.6x and a track record of widening losses, so expectations were fragile. The headline this quarter is simple: Eightco reported Q2 revenue of about US$2.1 million and swung to a basic earnings per share figure of US$0.04, a sharp contrast to the heavy loss booked just one quarter...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Xcel Energy (XEL) Elects Peter Carter To Its Board Of Directors

Xcel Energy (NasdaqGS:XEL) has elected Peter Carter, president of Delta Air Lines, to its board of directors. Carter joins the utility's board as an independent director, adding experience from a major US airline. The appointment introduces additional perspectives on operations, customer service and large scale capital planning to Xcel Energy's governance. Investors are watching how Carter's board role could influence future priorities and oversight at the company. For readers looking to...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

How Investors Are Reacting To Texas Instruments (TXN) Deepening Its US Chip Supply Role With GE Appliances

In early August 2026, GE Appliances, a Haier company, announced it will nearly double its spending with Texas Instruments by integrating US-manufactured TI microcontrollers, Wi-Fi solutions, and analog components into next-generation connected laundry products, sourcing about one-third of the chips for its new Louisville, Kentucky plant from TI starting in 2027. This agreement underscores TI’s role as one of the few high-volume US semiconductor manufacturers, aligning closely with GE...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Boot Barn (BOOT) Is Up 9.8% After Earnings Beat And Expanded Credit Facility - What's Changed

Boot Barn Holdings, Inc. reported past first-quarter fiscal 2027 results with sales of US$593.52 million and net income of US$70.11 million, alongside higher earnings per share year over year. Beyond earnings, Boot Barn doubled its revolving credit facility to US$500 million and completed a US$74.66 million share repurchase, underscoring increased financial flexibility and capital deployment. Next, we’ll explore how this earnings beat and expanded credit capacity influence Boot Barn’s...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

What Duolingo (DUOL)'s Mixed Q2 Results and Luckin Coffee Tie-Up Mean For Shareholders

In early August 2026, Duolingo reported second-quarter results showing sales of US$298.45 million with lower net income and EPS, and issued guidance for third-quarter revenue of US$302 million alongside full-year 2026 revenue growth expectations of 15% to 18%. Separately, Luckin Coffee announced a limited-time Duolingo collaboration in New York City, extending Duolingo’s brand into physical retail and Gen Z-focused lifestyle experiences beyond its core app. We’ll now examine how Duolingo’s...
NYSE:CNM
NYSE:CNMTrade Distributors

Is Core & Main (CNM) Cheap Following Its Recent Rebound?

Core & Main (CNM) has attracted fresh attention after recent share price moves left the stock trading at $46.55. Investors are assessing how this level lines up with the company’s fundamentals and recent return profile. See our latest analysis for Core & Main. Recent trading has been mixed for Core & Main, with the 1-day share price return of 2.33% and 7-day return of 5.87% set against a year-to-date share price decline of 12.84% and a 1-year total shareholder return decline of 27.22%. The...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

Digital Turbine (APPS) Stock Could Command A Cash Flow Discount While Carrying A Sales Premium

Digital Turbine stock has logged a very strong 1 year run, yet the valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a large discount while market based multiples suggest the shares are on the expensive side. Over the past year, Digital Turbine has returned 229.7%, which puts extra focus on whether recent gains are already pricing in much of the good news. Future revenue and cash flow expectations can support the...
NasdaqGS:IPAR
NasdaqGS:IPARPersonal Products

Interparfums (IPAR) Reaffirms Guidance As Valuation Debate Heats Up

Interparfums (IPAR) is back in focus after releasing second quarter 2026 results on 4 August, reporting higher sales alongside slightly lower net income, while reaffirming full year guidance and maintaining its regular cash dividend. See our latest analysis for Interparfums. The latest earnings update and dividend affirmation come after a strong run in Interparfums’ share price, with a 90 day share price return of 36.25% and a year to date share price return of 43.93%. The 5 year total...