U.S. Software Stock News

LifeStance Health Group recently reported its second-quarter 2026 results, posting US$435.35 million in sales and returning to profitability, while also completing a buyback of 13,000,000 shares for US$97.19 million under a previously announced program and launching a new authorization of up to US$100 million in repurchases. Alongside raising both third-quarter and full-year 2026 revenue guidance, management pointed to clinician productivity gains, specialty service growth, and improved...

Noble Corporation plc recently reported second-quarter 2026 results showing revenue of US$719.69 million and a net loss of US$36.68 million, while also completing a share repurchase program totaling 1,048,262 shares for US$29.82 million and affirming a US$0.50 quarterly dividend for payment in September 2026. The shift from profit to loss, combined with slightly reduced full-year 2026 revenue guidance to US$2.8–US$2.9 billion, highlights pressure on Noble’s current operations even as it...

Lennar has held the Grand Opening of Sutton and Hollis, two new single-family home collections at Valencia in Santa Clarita Valley, offering six floorplans ranging from 2,663 to 3,555 square feet with pricing starting in the low US$1,000,000s. By adding higher-end homes with resort-style amenities and access to highly rated schools in a sought-after Southern California master-planned community, Lennar is broadening its product mix to appeal to a range of lifestyle-focused buyers. Next, we’ll...

In the past quarter, ArcBest Corporation reported second-quarter 2026 results showing sales rising to US$1,184.53 million while swinging from net income of US$25.81 million to a net loss of US$13.82 million, with losses per share replacing prior-year earnings. Alongside these results, ArcBest completed a very large, long-running buyback program totaling 7,802,528 shares for US$507.23 million, while introducing cost-saving organizational changes and its new ArcBestView digital logistics...

Alvotech announced that the U.S. Food and Drug Administration has closed its May 2026 inspection of the company’s Reykjavik, Iceland manufacturing facility with a Voluntary Action Indicated classification, confirming that the actions taken have addressed the FDA’s observations and allowing the company to continue advancing multiple Biologics License Applications for its biosimilar candidates. This outcome, together with recent resubmissions and acceptance of BLAs for biosimilars to Simponi,...

Berkshire Hathaway (NYSE:BRK.B) reported Q2 2026 results that included a clear shift in capital allocation under new CEO Greg Abel. The company executed significant share buybacks in Q2 2026, marking its largest quarterly repurchase since 2021. Berkshire initiated a sizable new equity position in Alphabet and returned to being a net buyer of stocks using part of its large cash balance. This renewed appetite for deploying cash into equities points to a broader theme of capital return and...

Medical Properties Trust, Inc. has reported past second-quarter 2026 results showing sales of US$236.71 million and revenue of US$259.28 million, with the quarterly net loss narrowing sharply to US$2.6 million and six‑month results swinging to net income of US$30.23 million. Alongside these mixed earnings, the company unveiled a roughly US$2.40 billion secured notes transaction, asset sales expected to raise about US$172 million, and a new US$55.92 million shelf registration, underscoring a...

MannKind (MNKD) recently drew investor attention after reporting positive topline Phase 1b INFLO-1 data for its inhaled nintedanib therapy in idiopathic pulmonary fibrosis patients, highlighting safety, tolerability, and effective deep lung delivery. See our latest analysis for MannKind. The INFLO-1 update has come alongside a sharp move in MannKind’s stock, with a 1-day share price return of 5.66% and a 90-day share price return of 25.30%. However, the year-to-date share price return is down...

SLB has more than doubled investors' money over the past five years, yet its current share price near US$50.53 still sits well below an intrinsic value estimate from a Discounted Cash Flow (DCF) model that points to a 43.6% discount. With that backdrop, recent headlines around offshore stimulation work with Equinor and AI driven drilling operations with ADNOC are being weighed against a reported profit decline linked to disruptions in the Middle East. SLB has returned 103.0% over 5 years,...

CECO Environmental Corp. has reported past second-quarter 2026 results, with sales rising to US$284.96 million from US$185.39 million a year earlier, but moving from net income of US$9.51 million to a net loss of US$34.77 million, or basic loss per share of US$0.80 from earnings per share of US$0.27. Despite reporting a loss for both the quarter and first half, CECO Environmental lifted full-year revenue guidance above analyst expectations while delivering revenue ahead of consensus...

Oil prices are in the headlines again as Iran links reopening the Strait of Hormuz to US concessions, and that ripples straight through inflation expectations, interest rate worries, and energy sector stocks. For investors, these kinds of shocks can reshuffle winners and laggards quickly. This article walks through how this backdrop connects to three large cap energy stocks in our screener that appear positively exposed to the latest Hormuz story. The stocks in the article below are just a...

In late July and early August 2026, MSA Safety reported higher second-quarter sales and earnings, confirmed its full-year 2026 outlook for low-double-digit revenue growth, completed the Autronica Fire & Security acquisition, continued share repurchases, and declared third-quarter common and preferred dividends of US$0.54 and US$0.5625 per share respectively. Together, these updates highlight MSA’s focus on earnings growth, disciplined use of leverage for acquisitions, and ongoing cash...

Aflac earnings, dividend and buyback update Aflac (AFL) is back in focus after reporting second quarter 2026 results, declaring a third quarter dividend of $0.61 per share, and updating investors on progress under its long running share repurchase program. See our latest analysis for Aflac. Aflac's recent earnings, dividend affirmation and ongoing buybacks come after a period where the share price has risen 13.04% year to date and the 1 year total shareholder return is 22.17%, building on a 5...

With the U.S. unemployment rate sitting at 4.1% and inflation still above the Fed’s 2% target, investors are watching how longer lasting tight monetary policy could ripple through everything from paychecks to pantry staples. That mix can reshape which consumer stocks feel pressure and which hold up. This article breaks down three large consumer staples stocks exposed to these trends and why they may deserve a closer look now. The three stocks highlighted below are just a sample. The full...

ExxonMobil Holdings has returned 223.9% over the past five years, and current valuation checks suggest the stock still trades at a discount to its intrinsic value estimate and earnings based multiples. Over five years, a 223.9% total return signals that long term holders have already captured substantial gains and may now be weighing how much value is left in the current share price. Stronger recent cash generation and large scale shareholder returns can support the intrinsic value case,...

In recent days, Applied Materials has been in focus as a key semiconductor equipment bellwether ahead of an upcoming earnings report, with analysts highlighting its role in AI-related wafer fabrication demand and its record fiscal 2025 results, including higher dividends after 16 consecutive years of increases. At the same time, major planned AI chip investments such as Tesla and SpaceX’s multibillion‑dollar Terafab complex have reinforced Applied Materials’ position at the center of the AI...

In August 2026, Corebridge Financial, Inc. declared a US$0.25 per-share common dividend, completed a US$5.96 billion share repurchase program after buying back an additional US$300 million in stock, and reported second-quarter 2026 results showing revenue of US$3,914 million and net income of US$2 million compared with a net loss a year earlier. Alongside the earnings improvement, Corebridge expanded its Power Series of Index Annuities with the Protected Growth Benefit and preset allocation...

Pulse Biosciences (PLSE) is back in focus after reporting a wider quarterly net loss and filing a US$75 million at the market equity offering, as its NANOPULSE-AF Study passes the enrollment midpoint. See our latest analysis for Pulse Biosciences. The recent NANOPULSE-AF Study milestone and the US$75 million at the market offering come after a powerful run in Pulse Biosciences' stock, with a 30 day share price return of 61.32% and year to date share price return of 216.73%. The 3 year total...

AnaptysBio (ANAB) has drawn investor attention after recent share price moves, with the stock last closing at US$56.61. The company focuses on immunology therapeutics for autoimmune and inflammatory diseases. See our latest analysis for AnaptysBio. Recent trading has been choppy. The stock has a 1-day share price return of 3.36% and 7-day share price return of 5.50%. However, it is down 14.73% over 30 days, while the year-to-date share price return is 25.94% and the 1-year total shareholder...

Amerant Bancorp (AMTB) recently appointed Yecimar Tirado Camacho as Executive Vice President and Chief Risk Officer. This leadership shift draws fresh attention to how the bank manages risk and how the stock is currently valued. See our latest analysis for Amerant Bancorp. Amerant Bancorp shares now trade at US$28.91, with the 30 day share price return of 13.37% and year to date share price return of 46.68% pointing to building momentum. The 1 year total shareholder return of 54.27% shows...

AeroVironment (AVAV) has attracted fresh investor attention after a reported US$400 million U.S. Army production contract for its Locust directed energy counter drone system, alongside meaningful boardroom changes. See our latest analysis for AeroVironment. AeroVironment’s shares recently moved sharply higher, with a 1-day share price return of 9.12% and 30-day share price return of 29.15%. However, the year-to-date share price return is down 27.11% and the 1-year total shareholder return is...

National HealthCare Corporation recently reported past second-quarter 2026 results showing revenue of US$408.03 million and net income of US$40.32 million, alongside a declared quarterly dividend of US$0.67 per share payable in October 2026. The sharp improvement in earnings per share from continuing operations compared with a year earlier highlights stronger profitability across both the quarterly and six-month reporting periods. Next, we’ll examine how this stronger earnings performance...

Somnigroup International has delivered a 56.6% gain over the past 5 years, yet its current checks point to a mixed valuation picture, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting the stock may still trade below its underlying worth, while market multiples look closer to fair. Over the last 5 years Somnigroup International shares are up 56.6%, which indicates shareholders with a longer horizon have seen solid compounding despite more recent weakness. The...

United Community Banks stock has returned 35.0% over the past three years, while the current checks suggest a mixed picture on value and an intrinsic value estimate that sits materially above the recent market price. With the shares last closing at US$35.51, the Excess Returns model indicates the stock trades at a meaningful discount to its assessed intrinsic value, even as earnings-based multiples look broadly in line with peers. Over the past three years United Community Banks has...