U.S. Software Stock News

Intuit (NasdaqGS:INTU) partnered with Citrin Cooperman Advisors LLC to launch an AI-native Enterprise Suite ERP platform for middle-market businesses. The new platform is designed to automate complex back-office workflows for mid-market clients. Both companies co-developed AI Agents that handle receivables collection, financial package preparation, and accounts-payable decisioning. The partnership marks a commercial and technology milestone for Intuit in the mid-market ERP segment. This...

Seacoast Banking Corporation of Florida has reported its second-quarter 2026 results, with net interest income of US$180.4 million and net income of US$59.54 million, alongside higher basic and diluted earnings per share from continuing operations than a year earlier, and modestly higher net charge-offs of US$3,199,000. Over the first half of 2026, earnings per share were roughly flat despite higher net income, and the company completed a share repurchase of 1,069,308 shares for US$33.45...

Right now trade rules, export controls and compliance crackdowns are reshaping how money flows through defense and aerospace stocks. Shifts at the FCC, BIS, courts and the DOJ are changing who can sell what, to whom and on what terms. That is creating fresh winners and new risks. This article walks through three US Defense and Aerospace Stocks screener picks that appear well positioned for the current wave of policy change. The stocks highlighted below are just a sample, and the full screen...

Traders rushed into National Energy Services Reunited on Monday, sending the stock up 23.3% to US$35.79 in the first full session after earnings. The move came after NESR posted record Q2 2026 results, headlined by US$520.8m in revenue and US$106.2m in adjusted EBITDA, which translated into an adjusted EPS of US$0.44. The market is treating this as a clean upside surprise. The real question for you is whether this surge simply catches up with the fundamentals or whether it starts to price in...

What Diodes’ latest earnings tell you about the business Diodes (DIOD) recently reported second quarter 2026 earnings that showed year over year growth in both sales and net income, alongside guidance that points to higher expected revenue in the coming quarter. For the second quarter ended June 30, 2026, Diodes reported sales of US$445.53 million compared with US$366.21 million a year earlier. Net income was US$46.65 million compared with US$46.10 million for the prior year period, with...

Guardian Pharmacy Services (GRDN) drew investor attention after releasing second quarter 2026 results that showed higher sales and net income compared with a year earlier. The company also raised full year revenue guidance. See our latest analysis for Guardian Pharmacy Services. The latest earnings release and raised guidance have come after a strong period for Guardian Pharmacy Services, with a year to date share price return of 40.43% and a 1 year total shareholder return of 108.60%. This...

Wix.com (NasdaqGS:WIX) is back in focus after announcing a partnership with Thryv Holdings, alongside second quarter 2026 earnings, new revenue guidance and fresh legal headlines that together give investors plenty to reassess. See our latest analysis for Wix.com. Wix.com’s latest partnership news and earnings update arrive after a sharp share price rebound in the very short term, with a 1-month share price return of 24.5%. However, this follows a much weaker stretch where the year to date...

Fastly, Inc. recently reported past second-quarter 2026 results, with revenue rising to US$183.32 million and net loss narrowing to US$15.59 million, while also raising full-year 2026 revenue guidance to US$732.0 million–US$746.0 million and issuing a new universal shelf registration covering debt, preferred, common stock, and warrants. The combination of stronger operating performance, improved loss profile, and expanded financing flexibility signals management’s confidence in Fastly’s...

In late July 2026, The Home Depot reorganized key leadership roles and teams to speed product innovation, unify its digital and in-store experience, and better coordinate services for professional customers across a roughly US$1.20 trillion home improvement market. By consolidating private brands with core merchandising and creating an Office of Pro Acceleration, the company is explicitly targeting deeper share gains among professional contractors through tighter coordination of customer...

Earnings, guidance and new deals put Halozyme Therapeutics in focus Halozyme Therapeutics (HALO) drew fresh attention after reporting second quarter revenue of US$481 million and net income of US$229.91 million, along with higher full year revenue guidance and new ENHANZE collaboration agreements. See our latest analysis for Halozyme Therapeutics. The latest earnings, higher 2026 revenue guidance and accelerated buybacks appear to have supported momentum in Halozyme Therapeutics, with a 30...

Energy stocks are back in the spotlight as the US Israeli attack on Iran and fresh uncertainty in the Strait of Hormuz put supply routes, shipping costs and risk premiums under scrutiny. For investors, that kind of shock can quickly reshape where capital flows and which companies gain or lose market confidence. This article profiles 3 large, established energy related stocks that appear particularly exposed to these headlines and explains why that might matter for a diversified portfolio. The...

Albemarle stock has delivered a strong 64.7% return over the past year, yet its valuation signals are pulling in different directions, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model suggesting upside while market multiples point to a richer price and the broader checks lean cautious. Over the last 12 months the share price return of 64.7% puts Albemarle firmly in recovery territory, which can leave less room for error if expectations prove too optimistic. The key...

nLIGHT's share price has risen sharply over the past few years, yet its valuation checks currently lean expensive, which leaves investors weighing a strong share price record against a relatively weak value score. Over the past 3 years, nLIGHT has delivered a return of around 3.6x, which puts recent share price weakness into the context of a very strong longer term move. Expectations for nLIGHT's revenue growth and margin progression can support a higher valuation. However, any...

In the past week, Fabrinet drew attention ahead of its June 2026 quarter results, with analysts expecting higher year-over-year earnings supported by revenue growth and a slightly positive Earnings ESP. The mixed signal of an earnings beat indicator alongside a Zacks Rank of #4 highlights investor uncertainty over how the upcoming report may align with consensus expectations. We’ll now examine how anticipation of a potentially stronger June-quarter earnings report interacts with Fabrinet’s...

How Personalis' latest earnings set the stage for investors Personalis (PSNL) released Q2 2026 results on 4 August, with sales of US$22.36 million and a net loss of US$31.68 million. This mix of higher revenue and wider loss is central to how investors may reassess the stock. For the first six months of 2026, Personalis reported sales of US$37.83 million and a net loss of US$61.72 million. Basic loss per share from continuing operations was US$0.59 for the period, including US$0.30 in Q2...

Centene (CNC) drew fresh attention after reporting second quarter 2026 results that showed higher revenue and a shift to net income, along with raised full year revenue and earnings guidance on July 28. See our latest analysis for Centene. Centene's recent earnings release and raised full year guidance appear to be feeding into strong momentum, with a 7 day share price return of 4.41% and year to date share price return of 59.33%, while the 1 year total shareholder return of 163.64% contrasts...

Rocket Lab (NasdaqGS: RKLB) has formed Rocket Lab Germany to expand manufacturing and space services across Europe. The new German subsidiary is aimed at constellation-class satellite production and regional launch access for European customers. Rocket Lab also introduced GHOST, a containerized deployable launch system designed for globally responsive space missions. The twin moves represent an effort to build a broader global space infrastructure footprint beyond the United...

Mueller Industries has delivered a very large 5 year return, yet its current valuation picture is more balanced, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the share price while traditional multiples still suggest the stock screens on the cheap side. Mueller Industries has returned roughly 7x over the past 5 years, which puts extra focus on whether recent gains are already pricing in much of the progress. Expectations around the company’s ability to keep...

In early August 2026, Qualys reported second-quarter 2026 results showing higher sales of US$182.18 million and net income of US$52.41 million, alongside raised full-year revenue and earnings guidance. Alongside these financial updates, Qualys expanded its AI-driven cybersecurity capabilities with new InstaScan and TotalAI offerings and joined the CSAI Foundation’s Vanguard member group to help shape secure AI governance. We’ll now examine how Qualys’ stronger full-year guidance and...

Why Helix Energy Solutions Group Stock Is Back on Investors’ Radar Helix Energy Solutions Group (HLX) has attracted fresh attention after its latest earnings release, which showed higher sales and a move to positive net income in both the second quarter and first half of 2026. The company reported second quarter sales of $304.02 million, up from $251.68 million a year earlier, with net income of $22.72 million instead of the prior year’s net loss of $2.6 million. See our latest analysis for...

Reddit stock has had a rough start to the year, with the share price down 34.4% year to date, while broader valuation checks suggest it does not clearly screen as cheap even after that pullback. The 34.4% year to date decline points to a sharp reset in expectations that investors now need to weigh against what they are paying for Reddit's future cash flows. Recent enthusiasm around AI driven advertising tools can support growth expectations, while uncertainty around search referral traffic...

Five9, Inc. recently reported its second-quarter 2026 results, with revenue of US$312.44 million and net income of US$3.37 million, and issued unaudited guidance calling for third-quarter 2026 revenue of US$316.0 million to US$322.0 million and full-year 2026 revenue of US$1.26 billion to US$1.27 billion alongside positive GAAP earnings. Alongside these results, Five9’s addition to multiple S&P indices, including the S&P 600 and S&P Composite 1500, underscores its growing relevance among...

Sempra (SRE) stock is back in focus after the company reported second quarter 2026 results with broadly steady sales, higher net income, and updated earnings guidance that reinforces its 2026 and 2027 outlook. See our latest analysis for Sempra. At a share price of $84.31, Sempra has seen its 30 day share price return decline 10.5% and its year to date share price return fall 6.0%, even as the 1 year total shareholder return of 7.2% and 5 year total shareholder return of 47.7% indicate that...

In late July 2026, Q2 Holdings, Inc. reported second-quarter 2026 results showing sales of US$219.77 million and net income of US$29.86 million, alongside higher earnings per share versus a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA guidance and highlighted growing demand for its AI-enhanced digital banking solutions. Next, we’ll examine how Q2’s upgraded 2026 guidance and growing AI-driven banking demand could influence its existing investment...