U.S. Software Stock News

In late July 2026, Boston Scientific reported higher quarterly and half‑year sales and earnings, then in August disclosed multiple voluntary Class II recalls affecting FARASTAR pulsed field ablation generators, FARADRIVE steerable sheaths and the TheraSphere 360 Y‑90 Management Platform software across US and international markets. While most affected FARASTAR units were limited in number and linked to labeling discrepancies, the FARADRIVE sheath recalls involve hundreds of thousands of...

In late July 2026, Teladoc Health reported second-quarter 2026 results showing sales of US$606.93 million, a wider net loss of US$38.91 million, and updated guidance calling for full-year 2026 revenue of US$2.36 billion to US$2.45 billion with a net loss of US$181 million to US$136 million. A few days later, the company accelerated BetterHelp’s nationwide insurance rollout in response to faster-than-expected insured demand, even as it reduced the overall BetterHelp revenue outlook due to...

Crypto linked stocks are back in focus as traders watch the July U.S. inflation print, softer jobs data and Bitcoin above $65,000 pull risk sentiment in different directions. If inflation surprises either way, some companies tied to digital assets could see sharp shifts in attention. This article walks through three stocks from our Crypto Linked Equities screener and explains how this news backdrop might help or hurt each one. The three crypto linked stocks covered below are only a starting...

St. Joe (JOE) just posted its highest second quarter revenue and net income in 20 years, alongside an ongoing dividend and active share repurchases, drawing fresh attention to how the company is allocating capital. See our latest analysis for St. Joe. That backdrop of record second quarter results appears to sit alongside building momentum in St. Joe's stock, with a 12.61% year to date share price return and a 35.34% total shareholder return over the past year at a recent share price of...

Dell Technologies has become one of the strongest recent performers in large cap tech, yet the stock still screens as undervalued on both a Discounted Cash Flow (DCF) intrinsic value estimate and on market multiples. This raises questions about how much of the AI infrastructure story is already reflected in the share price. Over the past 5 years, Dell Technologies has delivered a return of about 8.9x, which puts recent gains into context and makes today’s entry point more sensitive to how...

Artificial intelligence is moving from the data center into your laptop, and Meta’s new open-source Muse models are a clear sign of that shift. When a tech giant talks about spending up to $145b and traders push the stock up 2.1% before the market even opens, investors pay attention. This article looks at 3 AI related stocks exposed to this news and how the same headline can create very different stories for your portfolio. The three AI stocks highlighted below are just a sample, with the...

Douglas Dynamics (PLOW) has drawn fresh attention after raising its 2026 net sales guidance to a range of US$765 million to US$805 million, following second quarter and six month results released on 3 August 2026. See our latest analysis for Douglas Dynamics. The raised 2026 net sales guidance, solid year to date sales figures and ongoing share repurchases have coincided with firming momentum in Douglas Dynamics’ stock, with a year to date share price return of 34.47% and a 1 year total...

In August 2026, TKO Group Holdings, Inc. reported second-quarter sales of US$1,547.08 million and net income of US$101.58 million, alongside higher earnings per share and raised its full-year 2026 revenue guidance to US$5.78–US$5.83 billion. The company also completed a sizeable share repurchase program totaling 9,945,668 shares for US$1.88 billion, which could meaningfully influence per-share metrics and capital allocation perceptions. With revenue guidance now higher on the back of...

Gulfport Energy Corporation recently reported past second-quarter 2026 results showing revenue of US$323.23 million and net income of US$87.1 million, alongside slightly lower production volumes and confirmation of full-year production guidance. The company also disclosed the upcoming resignation of Chief Financial Officer Michael Hodges and highlighted continued execution of its large share repurchase program, which together may influence views on leadership stability and capital...

Nvidia (NasdaqGS:NVDA) plans to invest up to US$3b in Lancium, taking a major equity stake in the data center developer. The partnership includes a 200 MW AI focused data center in Texas that is being designed around Nvidia hardware. The deal extends Nvidia's role beyond supplying chips into the power and infrastructure layer of AI compute. The wider push to pair AI chips with dedicated power and data center infrastructure is building its own investment story. You can explore this trend...

Murphy Oil Corporation recently reported past second-quarter 2026 results showing revenue of US$928.31 million and net income of US$232.18 million, alongside updated production figures, full-year 2026 guidance, and confirmation of a US$0.35 per-share quarterly dividend. The combination of sharply higher earnings from continuing operations, increased capital spending plans, and ongoing Côte d’Ivoire exploration progress signals meaningful operational momentum and a clearer view of how...

Flowserve Corporation recently reported second-quarter 2026 results showing slightly lower sales of US$1,169.18 million year on year but higher net income of US$99.00 million, and it trimmed its full-year 2026 total sales growth outlook to approximately 3%. Alongside these updates, Flowserve expanded its board to ten directors and added Carrier executive Ajay Agrawal, signaling an emphasis on services, technology, and risk oversight as the company fine-tunes expectations for the rest of...

Everus Construction Group, Inc. recently reported second-quarter 2026 results showing sales of US$1,231.55 million and net income of US$83.89 million, and raised its full-year 2026 revenue guidance to a range of US$4.5 billion to US$4.7 billion following the SE&M acquisition. Alongside record quarterly performance, management highlighted an active acquisition pipeline, including the pending purchase of Epsilon Industries, aimed at broadening Everus’ geographic reach, end-market mix and...

monday.com Ltd. has reported past second-quarter 2026 results showing sales of US$364.62 million and net income of US$3.46 million, with both basic and diluted earnings per share from continuing operations at US$0.08, alongside six‑month sales of US$715.89 million and net income of US$31.49 million. While the company delivered record non-GAAP profitability and stronger-than-expected earnings helped by growing AI product adoption, its cautious revenue outlook and signals of moderating growth...

Entegris (ENTG) shares were in focus after the company reported second quarter results with sales of $883.2 million and net income of $93.6 million, along with new guidance for the second half of 2026. See our latest analysis for Entegris. The earnings release and new guidance appear to have shifted sentiment around Entegris, with the share price up 6.61% on the day, delivering a 69.81% year to date share price return and a 111.87% total shareholder return over the past year. This points to...

Scholar Rock Holding (SRRK) has drawn fresh attention after reporting second quarter 2026 results, alongside a detailed update on apitegromab’s regulatory path, including progress with the FDA and EMA and preparations for a possible U.S. launch. See our latest analysis for Scholar Rock Holding. The latest apitegromab update appears to have sharpened focus on Scholar Rock Holding, with the stock’s recent 7 day share price return of 15.42% and year to date share price return of 23.64% sitting...

Aveanna Healthcare Holdings Inc. recently announced that Dr. Erica Schwartz, an independent Class III director and Chair of the Clinical Quality Committee, resigned from its Board on August 5, 2026, following her nomination and confirmation as Director of the U.S. Centers for Disease Control and Prevention. Her departure removes a key clinical oversight voice from Aveanna’s boardroom, while simultaneously linking the company to a high-profile federal public health leadership role. Next,...

Earlier this month, Elanco Animal Health received U.S. FDA Emergency Use Authorization for its unapproved CLiK Extra wound spray to help prevent New World screwworm infestations across a wide range of livestock and captive wildlife species, alongside existing emergency screwworm products distributed via federal channels. This authorization, arriving just after U.S. authorities confirmed the pest’s reentry, highlights Elanco’s role as a key supplier in addressing an urgent animal health...

In late July 2026, Fortive reported second-quarter revenue of US$1,096.8 million with higher earnings per share from continuing operations year-on-year, while also completing a US$200.07 million share repurchase tranche under its multi-year buyback program. Management reiterated a disciplined capital allocation plan centered on organic investment, accretive bolt-on acquisitions, ongoing buybacks, and a modest growing dividend, supported by a revamped M&A engine now in place. Next, we’ll...

MaxLinear (MXL) is back on investor radar after a series of AI focused storage and memory announcements, including Core Micro Systems adopting its Panther platform and an MOU with Everspin Technologies on next generation server architectures. See our latest analysis for MaxLinear. These AI focused storage partnerships have arrived alongside sharp share price swings for MaxLinear, with the stock delivering a very large year to date share price return. However, the 30 day and 90 day share price...

Softer US jobs data and easing Treasury yields have quickly shifted attention back to interest rate sensitive areas of the market. That includes US REIT stocks that can feel every move in borrowing costs and inflation expectations. For investors who do not want to wait on the sidelines, this backdrop may create chances to reassess income focused real estate exposure. This article reveals three REIT stocks from the screener that appear positively exposed to the latest macro signals, and...

Oil price volatility linked to Middle East shipping routes keeps energy security at the center of market conversations. That backdrop puts nuclear energy stocks in sharper focus for investors who want power sources that are not tied to daily oil headlines. The Nuclear Energy Stocks screener filters this broad theme into a focused watchlist. In this article you will see three stand out stocks worth a closer look. The three nuclear energy stocks in this article are just a starting sample, and...

CRA International earnings and capital actions in focus CRA International (CRAI) just released second quarter 2026 results alongside multiple capital decisions, including a refinanced credit facility, a quarterly dividend and continued share repurchases, giving investors several fresh data points to assess. The company reported second quarter sales of US$210.82 million compared with US$186.88 million a year earlier. Net income was US$13.51 million compared with US$12.12 million, with diluted...

Shoals Technologies Group (SHLS) has just combined a fresh earnings update with reaffirmed 2026 revenue guidance and a new TerraFlow Energy agreement, giving investors new information on growth, margins and future project visibility. See our latest analysis for Shoals Technologies Group. The recent guidance reaffirmation and TerraFlow Energy MOU come after a mixed share price stretch for Shoals Technologies Group, with a 1-day share price return of 3.84% contrasting with a 30-day share price...