U.S. Software Stock News

NYSE:KMI
NYSE:KMIOil and Gas

Is Kinder Morgan (KMI) Undervalued After Its New Bond Offerings?

Why Kinder Morgan stock is back in focus after new bond offerings Kinder Morgan (KMI) recently completed several fixed income offerings, including senior unsecured fixed rate notes with attached guarantees. These new bonds give investors fresh information about the company’s funding mix and balance sheet decisions. The transactions include US$595.782 million of 6.150% notes due August 1, 2056 and US$1.149138 billion of 5.550% notes due August 1, 2036. Both sets of notes are senior, unsecured,...
NYSE:IT
NYSE:ITIT

Gartner (IT) Is Back In Focus After Fresh Guidance, But Does Valuation Still Look Rich?

Why Gartner Stock Is Back in Focus After Fresh Guidance Gartner (IT) is back on investor watch after issuing updated full year 2026 guidance alongside second quarter results. The company now expects revenue of at least $6.375b on an FX neutral growth rate of 1%. The company also reported June quarter earnings and progress on a long running share repurchase program, giving investors fresh numbers to assess Gartner stock after recent price moves. See our latest analysis for Gartner. Gartner...
NYSE:RXO
NYSE:RXOTransportation

RXO (RXO) Is Up 7.2% After Strong Brokerage Growth Narrows Losses - Has The Bull Case Changed?

In the past quarter, RXO, Inc. reported second-quarter 2026 results showing sales of US$1,774 million versus US$1,419 million a year earlier, with a net loss of US$9 million and basic and diluted loss per share from continuing operations unchanged at US$0.05. Despite a wider six-month net loss of US$45 million versus US$40 million a year earlier, RXO’s brokerage revenue growth and better-than-expected performance in brokerage and last-mile operations pointed to improving operating momentum...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Selective Insurance Group (SIGI) Leans On Efficiency Story, Does It Look Fairly Valued?

Why Selective Insurance Group Is On Investor Radar Today Selective Insurance Group (SIGI) is drawing investor attention after recent trading put its shares around $96.23, with performance figures available for the past week, month, past 3 months, year to date, and 1 year. See our latest analysis for Selective Insurance Group. Recent trading puts Selective Insurance Group’s share price at $96.23, with a 12.04% 90 day share price return and a 26.54% 1 year total shareholder return. This may...
NYSE:MTX
NYSE:MTXChemicals

How Investors Are Reacting To Minerals Technologies (MTX) Margin-Recovery Guidance After a Surprise Quarterly Loss

Minerals Technologies recently reported second-quarter 2026 results, with sales rising to US$548.4 million but swinging to a net loss of US$183.6 million, and followed this with full-year 2026 guidance calling for around US$75 million in quarterly operating income and earnings per share between US$1.55 and US$1.60. Management acknowledged near-term pressure but emphasized a planned recovery in operating margins above prior-year levels in the fourth quarter, underpinned by seasonality and...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF) Lifts Guidance After Strong Earnings, Where Does Fair Value Sit?

What the latest guidance and earnings mean for e.l.f. Beauty stock e.l.f. Beauty (ELF) raised its fiscal 2027 net sales guidance to a range of US$1.94b to US$1.97b, alongside first quarter 2026 results that showed higher sales, net income and earnings per share year over year. The updated outlook now implies an 18% to 20% year over year net sales change for 2027, compared with a previously guided 12% to 14% range. This gives investors a clearer view of management’s current expectations for...
NasdaqGS:MSEX
NasdaqGS:MSEXWater Utilities

Middlesex Water (MSEX), Why Is Its Latest Update Drawing Attention?

Middlesex Water (MSEX) is in focus after reporting second quarter 2026 results, with sales of US$56.36 million and net income of US$14.77 million, both above the figures reported a year earlier. See our latest analysis for Middlesex Water. Middlesex Water’s recent earnings release has arrived alongside a firm share price recovery, with a 5.84% 1 month share price return, a 12.11% 3 month share price return and a 15.81% year to date share price return. The 1 year total shareholder return of...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Is Up 13.6% After Raising 2026 Guidance On Backlog Surge And New Nuclear Hire – Has The Bull Case Changed?

Fluor Corporation reported past second-quarter 2026 results with sales of US$4,329 million and net income of US$114 million, while raising full-year adjusted EBITDA and operating cash flow guidance on the back of over US$6 billion in new awards that lifted backlog to about US$26.90 billion. Alongside these results, Fluor added retired U.S. Navy Admiral James F. (Frank) Caldwell Jr. to its board and key committees, underscoring the company’s emphasis on nuclear expertise and governance as it...
NasdaqGS:GRAL
NasdaqGS:GRALBiotechs

Did FDA’s Galleri PMA Panel Date Just Shift GRAIL's (GRAL) Multi‑Cancer Screening Narrative?

GRAIL announced that the FDA’s Molecular and Clinical Genetics Panel will meet on September 23, 2026, to review its Premarket Approval application for the Galleri multi-cancer early detection blood test, which uses methylation patterns and artificial intelligence to detect cancer signals and predict their origin alongside existing screening methods. The PMA filing leans on extensive data from the PATHFINDER 2 study of 25,490 U.S. participants and over 70,000 participants from the NHS-Galleri...
NasdaqGS:BJRI
NasdaqGS:BJRIHospitality

Did Rising Sales but Weaker Margins Just Shift BJ's Restaurants' (BJRI) Turnaround Investment Narrative?

BJ's Restaurants, Inc. recently reported past second-quarter 2026 results showing sales rising to US$388.89 million while net income fell to US$18.78 million, with diluted EPS from continuing operations slipping to US$0.86. Despite higher revenue and ongoing share repurchases under its long-running buyback program, the latest results underscore pressure on profitability as costs outpaced sales growth. Next, we’ll examine how rising sales but softer margins in the latest quarter may influence...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

iQIYI’s New Undercurrent Theater Short-Form Suspense Slate Could Be A Game Changer For iQIYI (IQ)

In early August 2026, iQIYI launched Undercurrent Theater, a horizontal short-form suspense drama brand featuring 10–25 minute, cinematic-quality episodes, now streaming on both its domestic and international platforms. By transplanting its Suspense Theater production discipline into a short-form format, iQIYI is aiming to turn premium micro-length suspense series into a distinct content brand that can stand apart from mainstream short-video platforms. We’ll now examine how building a...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Henry Schein (HSIC) Lifts Outlook As Earnings Improve While Valuation Looks Full

Guidance Change and Earnings Put Henry Schein in Focus Henry Schein (HSIC) raised its 2026 sales growth outlook to a range of 4.5% to 5.5%, alongside second quarter results showing higher sales, net income, and earnings per share compared with the prior year period. See our latest analysis for Henry Schein. Henry Schein’s recent guidance increase and earnings report come alongside a 27.08% 3 month share price return and a 33.33% 1 year total shareholder return. This signals building momentum...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

Constellation Energy (CEG) Lifted Guidance And Secured New Deals, Is It Still Undervalued?

Constellation Energy (CEG) has become a focus for investors after it raised full year adjusted operating earnings guidance and outlined new long term power purchase agreements, alongside regulatory progress on the Crane Clean Energy Center restart. See our latest analysis for Constellation Energy. Constellation Energy’s latest guidance increase and long term contracts come after a mixed year for investors, with the share price down 26.31% year to date but supported by a three year total...
NasdaqGS:AVT
NasdaqGS:AVTElectronic

Can Avnet (AVT) Still Look Undervalued As Earnings, Guidance And Buybacks Land?

How Avnet’s latest earnings, guidance and buyback frame the stock Avnet (AVT) just released fourth quarter and full year results, issued new first quarter guidance, and confirmed progress on its multi year share repurchase plan, giving investors several fresh data points to consider. See our latest analysis for Avnet. The latest earnings, first quarter guidance and ongoing buyback come after a strong share price run, with a year to date share price return of 95.64% and a 5 year total...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Is CONMED’s (CNMD) Earnings Beat And Higher Sales Outlook Reframing Its Core Investment Story?

In July 2026, CONMED Corporation reported past second-quarter 2026 results showing sales of US$343.49 million and net income of US$23.07 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. For the first half of 2026, CONMED grew net income to US$36.90 million despite slightly lower sales, and marginally raised its full-year GAAP net sales guidance range to US$1.36 billion–US$1.37 billion. Now we’ll examine how this earnings...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Why Nurix Therapeutics (NRIX) Is Back In The Spotlight

Nurix Therapeutics (NRIX) is in focus after enrolling the first patient in its global Phase 3 DAYBreak CLL-306 trial of BTK degrader bexobrutideg with Roche, alongside a separate $10 million milestone payment from Sanofi. See our latest analysis for Nurix Therapeutics. The latest clinical and partnership milestones appear to be feeding into building momentum in Nurix Therapeutics' stock, with a 90 day share price return of 56.82% and a 1 year total shareholder return of 159.45%. This...
NYSE:AVNT
NYSE:AVNTChemicals

Is Avient (AVNT) Still Below Fair Value After Strong Earnings And Raised Guidance?

Why Avient’s latest earnings matter for investors Avient (AVNT) reported second quarter 2026 earnings on August 6, with higher sales, earnings and a record adjusted EBITDA margin, alongside raised full year guidance and continued debt repayment. This combination of operational and cash flow updates gives you fresh information on how the company is performing and what management currently expects for the rest of 2026. See our latest analysis for Avient. Avient’s latest earnings have arrived...
NYSE:NNN
NYSE:NNNRetail REITs

Raised AFFO Guidance And 37th Dividend Hike Could Be A Game Changer For NNN REIT (NNN)

NNN REIT, Inc. recently reported its second-quarter 2026 results, showing revenue of US$244.27 million and net income of US$97.92 million, while also filing and completing follow-on common equity offerings and a broad shelf registration for multiple securities. Alongside this, the company raised its 2026 AFFO-per-share guidance, increased its quarterly dividend for the 37th consecutive year, and continued investing heavily in new properties while maintaining occupancy above 99%. With NNN...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Does Q2 Loss And Leadership Shuffle At Zillow (ZG) Change The Bull Case For The Stock?

In early August 2026, Zillow Group, Inc. reported second-quarter 2026 results showing revenue of US$772 million and a quarterly net loss of US$4 million, alongside leadership changes including the elevation of CFO Jeremy Hofmann to Chief Operating Officer & Chief Financial Officer and the appointment of Cassandra Knight as Chief Legal and Policy Officer. These updates, together with the completion of a share repurchase program totaling US$3.48 billions since 2021, highlight Zillow’s focus on...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Why Sarepta Therapeutics (SRPT) Is Up 12.9% After Cutting 2026 Guidance And Naming A New CEO

Sarepta Therapeutics recently narrowed its 2026 total net product revenue guidance to US$1.20 billion–US$1.30 billion and reported second-quarter 2026 revenue of US$401.25 million, down from US$611.09 million a year earlier, with a quarterly net loss of US$4.89 million. Alongside weaker quarterly results, the company is undergoing leadership change with Michael Severino, M.D., a veteran of AbbVie, Amgen, and Merck, stepping in as Chief Executive Officer and joining the Board, while Sarepta...
NYSE:DCO
NYSE:DCOAerospace & Defense

Ducommun (DCO) Is Up 10.1% After Strong Q2 Earnings And Expanding Missile Backlog - What's Changed

In the past quarter, Ducommun Incorporated reported second-quarter 2026 sales of US$224.49 million and net income of US$20.40 million, with both basic and diluted earnings per share from continuing operations rising compared with a year earlier. Over the first half of 2026, Ducommun’s higher sales and sharply improved earnings, supported by a growing missile-related backlog, have drawn increased investor attention to its aerospace and defense exposure. We’ll now explore how Ducommun’s...
NYSE:POST
NYSE:POSTFood

Is Post Holdings (POST) Undervalued As Earnings Beat And Debt Reduction Takes Priority?

Post Holdings (POST) is back in focus after reporting third quarter fiscal 2026 results and updating investors on 2027 earnings expectations and capital allocation plans, including a clear tilt toward debt reduction instead of buybacks. See our latest analysis for Post Holdings. The latest earnings update and the decision to favour debt reduction over buybacks have come alongside a sharp reset in sentiment, with the share price down 12.79% on a 1 day basis and the 1 year total shareholder...
NYSE:MIR
NYSE:MIRElectronic

Is Mirion Technologies (MIR) Below Fair Value On Its Perma Fix Partnership?

Why the new Perma-Fix partnership matters for Mirion Technologies Mirion Technologies (MIR) has moved into the spotlight after Perma-Fix Environmental Services announced a partnership with the company under the Small Business Administration’s Mentor Protégé Program, which focuses on U.S. nuclear cleanup work. See our latest analysis for Mirion Technologies. For Mirion Technologies, the partnership news comes after a mixed price run. The 1-day share price return is 4.59% and the 7-day share...