U.S. Software Stock News

NYSE:AU
NYSE:AUMetals and Mining

AngloGold Ashanti (AU) Could Be 20% Undervalued After Earnings Beat And $2b Buyback

AngloGold Ashanti (AU) has caught investor attention after reporting higher half year 2026 net income of US$2,283 million, a sizeable interim dividend, and a planned US$2b share buyback, alongside reaffirmed full year production guidance. See our latest analysis for AngloGold Ashanti. At a latest share price of US$96.22, AngloGold Ashanti has seen strong short term momentum, with a 1 day share price return of 9.85% and a 7 day share price return of 21.31%, while the 90 day share price return...
NYSE:ACI
NYSE:ACIConsumer Retailing

Albertsons Stock And 3 Grocery Plays For Rising US Food Import Tariffs

New tariffs on food related imports are shaking up expectations for US Food Retailers & Supermarkets, as higher costs and possible retaliation ripple through supply chains ahead of the August 19 start date. This disruption can create mispricing, which matters if you are looking for opportunity or trying to avoid trouble. This article explains the tariff story and then walks through three stocks from our screener that appear positively exposed to this news. The three stocks below are just a...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Is Plains GP (PAGP) Quietly Rewriting Its Story With Surging Earnings and Leverage Cuts?

In the past quarter, Plains GP Holdings, L.P. reported Q2 2026 sales of US$17.69 billion, up from US$10.64 billion a year earlier, with net income rising to US$389 million and basic earnings per share reaching US$1.97 versus US$0.15. The company also maintained full-year earnings guidance while using proceeds from its Canadian NGL business sale to cut leverage to 3.3 times and fund higher-return growth projects, including Permian gathering expansions and a Cactus pipeline expansion. Next, we...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

How Investors Are Reacting To IES Holdings (IESC) Surging Q3 2026 Sales And Nearly Doubled Profit

In the past quarter, IES Holdings, Inc. reported third-quarter 2026 sales of US$1,242.7 million and net income of US$152.97 million, with diluted EPS from continuing operations of US$7.57, all higher than the same period a year earlier. Over the first nine months of fiscal 2026, the company’s sales reached US$3.09 billion and net income US$354.32 million, highlighting substantially improved profitability on a year-to-year basis. We’ll now look at how this strong earnings expansion,...
NYSE:DLB
NYSE:DLBSoftware

Dolby Laboratories (DLB) Launches Dolby Vision 2 With Hisense, Is It Still Below Fair Value?

Dolby Laboratories (DLB) stock is back in focus after the company and Hisense launched Dolby Vision 2 on select televisions, with major streamers CANAL+, iQIYI, and Peacock committing to use the new capabilities. See our latest analysis for Dolby Laboratories. Alongside the Dolby Vision 2 rollout with Hisense and fresh commitments from streamers, Dolby Laboratories’ share price has gained clear short term momentum, with a 30 day share price return of 24.04% contrasting with a 1 year total...
NYSE:INSP
NYSE:INSPMedical Equipment

Inspire Medical Systems (INSP) Is Up 19.8% After Q2 Profit And Higher 2026 Guidance - Has The Bull Case Changed?

In August 2026, Inspire Medical Systems reported second-quarter 2026 results showing sales of US$200.58 million, down from US$217.09 million a year earlier, but swinging from a US$3.59 million net loss to a US$0.314 million net profit with basic and diluted earnings per share of US$0.01 from continuing operations. For the first half of 2026, sales softened and the company reported a higher net loss than a year ago, yet management raised full-year 2026 revenue guidance to...
NYSE:IQV
NYSE:IQVLife Sciences

How IQVIA’s Medera Cardiac Gene Therapy Alliance and Raised 2026 Outlook Will Impact IQV (IQV) Investors

In late July and early August 2026, IQVIA Inc. and Medera Inc. announced a collaboration to advance cardiac gene therapies and human-based drug discovery, alongside IQVIA reporting second-quarter results, updating buyback activity, and raising full-year 2026 revenue guidance to US$17.28–US$17.48 billion with a third-quarter outlook of US$4.32–US$4.39 billion. A key aspect of this news is how IQVIA’s trial execution, regulatory support, and commercialization infrastructure will be integrated...
NYSE:RES
NYSE:RESEnergy Services

Is Stronger Sales With Flat EPS And A Steady Dividend Altering The Investment Case For RPC (RES)?

In the past quarter, RPC, Inc. reported second-quarter 2026 results showing sales rising to US$460.87 million and net income of US$12.08 million, while the Board declared a regular quarterly cash dividend of US$0.04 per share payable in September 2026. Although sales increased both in the quarter and year-to-date, earnings per share were flat for the quarter and lower for the first half, highlighting pressure on profitability even as the company maintained its regular dividend payout. We’ll...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

How Investors Are Reacting To STAAR Surgical (STAA) Formalizing Warren Foust’s CEO Role And Leadership Structure

In early August 2026, STAAR Surgical’s Board appointed Warren Foust as President, Chief Executive Officer, and director, while Deborah Andrews moved from Interim Co-CEO to Executive Vice President and continued as Chief Financial Officer, formalizing a leadership structure that had been operating on an interim basis. This shift consolidates control under a leader credited internally with an operational reset and return to profitable growth, potentially reinforcing investor confidence in...
NYSE:HTGC
NYSE:HTGCCapital Markets

Hercules Capital (HTGC) Is Up 5.1% After Strong Q2 Earnings And Supplemental Dividend Announcement

In the second quarter of 2026, Hercules Capital, Inc. reported revenue of US$149.11 million and net income of US$130.18 million, both higher than the same period a year earlier, and for the first half of 2026 it also posted increased revenue and net income alongside higher earnings per share from continuing operations. Alongside these stronger earnings, Hercules Capital affirmed a regular quarterly dividend of US$0.47 per share and declared a US$0.07 supplemental distribution for the second...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service Group (CWT) Stock Looks Rich On Dividends While Earnings Stay Reasonable

California Water Service Group stock has delivered a solid 17.6% year to date return, yet current valuation checks suggest investors are paying a premium rather than getting a clear bargain. The 17.6% gain year to date may reflect growing optimism around the business, which raises the bar for what needs to go right from here. Recent approval for meaningful rate adjustments and planned infrastructure investment can support future cash flows, while execution and integration risks around...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Could Be 25% Undervalued As Q1 Results Beat Guidance

Microchip Technology (MCHP) has moved to the center of investor attention after issuing fiscal first quarter results that surpassed its own guidance and market expectations, accompanied by a fresh outlook and a reaffirmed dividend. See our latest analysis for Microchip Technology. The earnings beat and guidance have shifted sentiment quickly, with Microchip Technology’s 1-day share price return of 13.89% and 7-day share price return of 14.00% reversing a 90-day share price decline of 14.48%...
NYSE:HL
NYSE:HLMetals and Mining

3 Low Risk Stocks For Defensive Portfolios As Bond Yields Swing

Global bond yields are swinging as investors react to shifting views on inflation and central bank policy timing. That makes stable, lower risk stocks unusually attractive for those who want to stay invested without constant drama. The Low-Risk Leaders screener focuses on resilient companies with strong balance sheets and low risk scores. This article highlights three stocks from that list that can help anchor a more defensive portfolio. The three stocks covered next are just a small sample...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (AEM) Is Up 23.1% After Record Free Cash Flow And Lower Production Guidance

Agnico Eagle Mines recently reported Q2 2026 results showing net income of about US$1.60 billion and basic EPS of US$3.19, alongside gold production of 855,816 ounces and a US$0.45 quarterly dividend declaration. The company paired record free cash flow and a completed US$377.48 million buyback with guidance that 2026 output will land near the lower end of its 3.3–3.5 million ounce production range due to a redesign at the Barnat pit. We’ll now examine how record free cash flow alongside...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Exelon (EXC) Could Be 8% Undervalued Following Second Quarter Earnings

Why Exelon stock is back in focus after second quarter earnings Exelon (EXC) is drawing fresh attention after reporting second quarter 2026 results that showed higher sales and revenue year on year, while net income and earnings per share from continuing operations held broadly steady. For the three months to June 30, Exelon reported sales and revenue of US$5,967 million compared with US$5,427 million a year earlier. Net income was US$396 million versus US$391 million, with basic and diluted...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Following Results And Dividend News As Valuation Questions Come Into Focus

Dividend affirmation and recent earnings set the stage KLA (KLAC) recently affirmed a quarterly cash dividend of $0.23 per share, payable on 1 September 2026, along with fresh quarterly and full year results and new guidance that give investors more data points to assess the stock. See our latest analysis for KLA. After KLA reported higher revenue and earnings for the June quarter and issued new guidance, the stock has been volatile. The share price return is up 7.37% over 90 days and 55.45%...
NYSE:PL
NYSE:PLProfessional Services

Is Planet Labs (PL) Turning Government AI Deals Into a Durable Edge in Geospatial Analytics?

In recent months, Planet Labs PBC announced an agreement under which the Scottish Government will use the company’s AI‑enabled satellite data services. This deal underlines real‑world government adoption of Planet Labs’ geospatial analytics platform at a time when some valuation checks suggest the shares look expensive. We’ll now examine how the Scottish Government’s adoption of Planet Labs’ AI‑enabled satellite data could influence the company’s existing investment narrative. Uncover the...
NYSE:KOS
NYSE:KOSOil and Gas

Kosmos Energy (KOS) Following Q2 Results And Guidance Looks Undervalued

Why Kosmos Energy Stock Is Back in Focus After Q2 Results Kosmos Energy (KOS) is drawing fresh attention after its 3 August 2026 update, which combined stronger second quarter earnings, higher production volumes and new guidance for the rest of the year. The company reported second quarter revenue of US$617.04 million compared with US$393.52 million a year earlier. Net income shifted to a profit of US$184.78 million, following a net loss of US$87.74 million in the prior year period. Basic and...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Cut Losses And Added New Content Deals, Is The Upside Already Priced In?

Why Roblox stock is back in focus after earnings and new content deals Roblox (RBLX) is drawing fresh attention after reporting second quarter and half year results alongside new content partnerships that expand its global game catalog and highlight how outside studios are using the platform. See our latest analysis for Roblox. Roblox’s share price has reacted in a mixed way to these updates, with a 1-day share price return of 4.86% and 7-day return of 6.15%, but a 30-day share price return...
NYSE:RBA
NYSE:RBACommercial Services

Does RB Global (RBA) Pairing Buybacks, Dividend Hike, and BigIron Deal Redefine Its Capital Playbook?

RB Global, Inc. has already reported its second-quarter 2026 results, with revenue of US$1,317.1 million and net income of US$143.5 million, alongside higher earnings per share versus a year earlier and completion of a US$150.24 million share repurchase tranche covering 1,445,419 shares. The company has paired this earnings improvement with a higher gross transaction value outlook, a larger quarterly dividend, ongoing buybacks, and the completed BigIron acquisition, underlining management’s...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Why Did Diodes (DIOD) Add Evan Yu To Its Board Now?

Diodes (NasdaqGS:DIOD) has appointed Evan Yu to its Board of Directors. Yu brings experience in global semiconductor markets, power products and advanced wireless technologies. The board addition aligns with Diodes’ focus on international expansion and product development in these segments. For investors tracking how boardroom expertise can shape long term plans in chips, a broader look at companies supporting AI build outs can be helpful through 56 AI infrastructure stocks NasdaqGS:DIOD...
NasdaqGS:DGII
NasdaqGS:DGIICommunications

Digi International (DGII) Is Up 17.2% After Raising 2026 Revenue Guidance And Posting Higher EPS

Digi International’s third-quarter 2026 results, released on 5 August, showed revenue rising to US$138.67 million and net income to US$15.74 million, with both basic and diluted EPS from continuing operations higher than a year earlier. For the first nine months of fiscal 2026, Digi International lifted revenue to US$391.88 million and raised full-year revenue growth guidance to 23–24%, implying management sees stronger momentum than previously expected. We’ll now examine how Digi...
NYSE:AMP
NYSE:AMPCapital Markets

Ameriprise Stock Leads Shareholder Yield Screen With Big Buybacks And Dividends

Berkshire Hathaway just shifted from hoarding cash to putting tens of billions to work, and that change in attitude toward buybacks and equities puts a fresh spotlight on companies that quietly return large amounts of cash to shareholders. If you care about dividend checks and shrinking share counts, this is a moment worth watching. In this article, you will see 3 stocks exposed to this news-driven theme, all drawn from a buyback-focused value screener. The three buyback-driven value stocks...
NYSE:POR
NYSE:PORElectric Utilities

What Portland General Electric (POR)'s Tariff Overhaul and Resilient Q2 Demand Means For Shareholders

In the past week, Portland General Electric Company filed with the Federal Energy Regulatory Commission to significantly update Attachment G of its Open Access Transmission Tariff, replacing its long-standing Network Operating Agreement framework with a detailed pro forma agreement that aligns with current industry practices without increasing rates. Alongside this regulatory update, PGE reported second-quarter 2026 results showing slightly higher revenue of US$814 million and higher...