U.S. Software Stock News

HCI Group (HCI) stock is in focus after the company released second quarter 2026 results, reporting higher revenue, net income and earnings per share, along with updates on capital returns and business initiatives. See our latest analysis for HCI Group. The earnings release appears to have reinforced recent momentum in HCI Group, with a 1-day share price return of 4.31% and a 90-day share price return of 23.16%. The 3-year total shareholder return above 200% points to strong longer term...

BeOne Medicines AG recently reported past second-quarter 2026 results showing revenue of US$1.71 billion and net income of US$237.01 million, with basic earnings per share from continuing operations of US$2.08. For the first half of 2026, revenue reached US$3.22 billion and net income US$464.36 million, and the company also raised full-year 2026 guidance to total revenue of US$6.6 billion–US$6.8 billion and GAAP operating income of US$1.0 billion–US$1.1 billion. Now we will examine how this...

Lear (LEA) drew fresh attention after raising its full-year 2026 revenue guidance to approximately US$23.8b and reporting second-quarter sales of US$6,209.4m with net income of US$192.8m. See our latest analysis for Lear. Lear's recent news around higher full-year revenue guidance and stronger second quarter earnings has come as the share price has been under pressure. The 30 day share price return is down 9.8% and the 90 day share price return is down 9.9%, while the 1 year total shareholder...

Pennant Group (PNTG) has drawn fresh investor attention after reporting second quarter 2026 results with higher sales and net income year on year, along with updated full year revenue guidance in early August. See our latest analysis for Pennant Group. The recent earnings beat and higher full year revenue guidance have come alongside a 40.14% year to date share price return and a 232.20% three year total shareholder return, although short term share price momentum has eased with the stock...

Why National Health Investors Stock Is Back on Investors’ Radar National Health Investors (NHI) has drawn fresh attention after appointing senior housing veteran Chris Maingot as Chief Operating Officer on July 27, 2026, ahead of its August 11 earnings call. See our latest analysis for National Health Investors. Against this leadership change backdrop, National Health Investors’ share price has been comparatively steady, with a 90 day share price return of 1.17% and a 1 year total shareholder...

Why ThredUp Stock Is Back In Focus After New Guidance ThredUp (TDUP) is drawing fresh attention after releasing second quarter 2026 results, alongside new revenue guidance for the next two quarters and the full year, giving investors updated visibility into the resale platform’s growth profile. See our latest analysis for ThredUp. The updated guidance has arrived after a difficult stretch for ThredUp shareholders, with the stock moving to $3.21 and recording a 7-day share price return down...

Energy stocks are back in the spotlight as shipping traffic through the Strait of Hormuz is disrupted, oil prices react, and headlines move markets day by day. When trade routes shift and risk premiums ripple through the system, certain oil and gas producers can see their prospects change quickly. This article walks through 3 stocks from our Energy Sector Stocks screener that appear positively exposed to the current news story. The three stocks covered below are just a starting sample from...

In August 2026, ACI Worldwide reported higher second-quarter revenue of US$430.42 million and net income of US$31.8 million year-over-year, completed a US$150.61 million share repurchase tranche, raised its full-year 2026 revenue guidance to US$1.895–1.925 billion, and reiterated plans to pursue cloud-focused acquisitions. An underappreciated angle is how ACI’s mix of buybacks, potential M&A, and its new dLocal payments partnership in Latin America underscores a capital allocation approach...

In the past week, Incyte reported that the European Commission approved Opzelura (ruxolitinib) cream for moderate atopic dermatitis in adults who do not respond adequately to or cannot use standard topical therapies, expanding the drug’s European label beyond non-segmental vitiligo. This decision, backed by strong Phase 3 data showing rapid itch relief and durable skin clearance with a favorable safety profile, coincided with Incyte posting higher quarterly revenue and net income and raising...

EverCommerce Inc. has reported past second-quarter 2026 results showing revenue of US$152.02 million and net income of US$9.72 million, while also tightening its full-year 2026 revenue outlook toward the lower end of its US$612 million to US$632 million guidance range. On top of these earnings and guidance updates, the board’s decision to appoint experienced technology operator Alex Goor as CEO and director, with founder Eric Remer stepping back from executive leadership but remaining on the...

In late July 2026, The Chefs' Warehouse, Inc. reported higher second-quarter sales of US$1,168.61 million and net income of US$33.77 million year over year, then in early August began marketing a new US$625 million term loan facility to refinance existing debt and convertible notes, cover related costs, and support general corporate purposes. Taken together, stronger recent profitability, raised full-year 2026 sales guidance of US$4.50 billion to US$4.60 billion, and a potential balance...

In August 2026, Maximus, Inc. reported third-quarter results showing revenue of US$1,278.97 million and net income of US$103.59 million, while also updating its fiscal 2026 guidance to revenue of US$5.20–US$5.35 billion, net income of US$376–US$392 million, and diluted EPS of US$6.94–US$7.24, with outcomes expected toward the lower end of ranges. The company’s revised outlook followed a Department of Veterans Affairs decision to pause performance incentives on its Medical Disability Exam...

In late July 2026, SiteOne Landscape Supply reported second-quarter sales of US$1,530.7 million and net income of US$139.3 million, alongside confirmation that it had repurchased 897,778 shares for US$103.76 million under its ongoing buyback program. Management also highlighted an active acquisition pipeline, with two deals already completed in 2026 adding about US$110 million in trailing sales, signalling continued emphasis on growth through consolidation in a fragmented landscape supply...

What triggered fresh interest in Lockheed Martin stock Lockheed Martin (LMT) is back in focus after historic Q2 2026 results, large long term missile contracts, and a successful AI driven fighter jet test that together sharpen visibility on its defense business. See our latest analysis for Lockheed Martin. Against this backdrop of contracts and technology milestones, Lockheed Martin’s share price has moved up to $587.95, with an 18.28% year to date share price return and a 41.65% total...

Cabot (CBT) has drawn investor attention after third quarter earnings on 3 August 2026 showed sharply lower net income and earnings per share, along with previously announced leadership changes at the top of the company. See our latest analysis for Cabot. Cabot's recent earnings miss and upcoming CEO transition sit against a share price that has climbed 30.68% year to date, with a 5 year total shareholder return of 77.28%. This suggests longer term momentum has been stronger than the shorter...

In late July 2026, Ventas, Inc. reported Q2 results showing revenue of US$1.73 billion and net income of US$70.57 million, while slightly lower basic and diluted EPS from continuing operations came in at US$0.14. At the same time, Ventas modestly raised its full-year 2026 attributable net income per share guidance range and midpoint, signaling increased confidence tied to strong senior housing operating performance and higher planned investment in that segment. Next, we’ll examine how this...

Capri Holdings Limited recently reported past first-quarter 2027 results, with sales easing to US$769 million while net income rose to US$69 million, and issued new second-quarter and full-year guidance outlining revenue pressures from Michael Kors inventory delays, softer EMEA demand and foreign exchange headwinds. Alongside this, Capri filed a US$41.30 million shelf registration for 2,500,000 common shares tied to an employee share offering, adding a capital structure element to investors’...

Cboe Global Markets recently reported record second-quarter 2026 results, with revenue rising to US$1.44 billion and net income to US$353.1 million, while also expanding Cboe Clear Europe’s Securities Financing Transactions clearing service to include fixed income lending across major EU, UK, Swiss and U.S. bond markets. This combination of stronger earnings and the move to centrally clear bond lending underscores Cboe’s push to deepen its role in global market infrastructure. We’ll now...

In the second quarter of 2026, BioLife Solutions, Inc. reported sales of US$28.47 million, up from US$23.44 million a year earlier, and moved from a net loss of US$15.84 million to net income of US$45.1 million, with basic earnings per share from continuing operations rising from a loss of US$0.32 to earnings of US$0.92. For the first half of 2026, the company’s sales increased to US$55.97 million from US$45.49 million, while net income shifted from a loss of US$16.29 million to a profit of...

In late July 2026, Guardant Health reported second-quarter 2026 results showing sales of US$334.98 million and a net loss of US$120.14 million, alongside higher full-year revenue guidance of US$1.34–1.36 billion. The company also filed an omnibus shelf registration covering multiple securities and highlighted surging Shield screening volumes supported by new UnitedHealth coverage and recent FDA approvals. Next, we’ll examine how Guardant Health’s increased 2026 revenue guidance, underpinned...

American Bitcoin Corp. ( NASDAQ:ABTC ) shareholders (or potential shareholders) will be happy to see that the...

The market seemed underwhelmed by the solid earnings posted by Costamare Bulkers Holdings Limited ( NYSE:CMDB...

Flowco Holdings Inc. ( NYSE:FLOC ) is about to trade ex-dividend in the next 3 days. The ex-dividend date is one...

Investors signalled that they were pleased with Quad/Graphics, Inc.'s ( NYSE:QUAD ) most recent earnings report...