U.S. Software Stock News

NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile (ASTS) Could Be 60% Undervalued After Satellite Launches And Contract Wins

AST SpaceMobile (ASTS) is in focus after reporting second quarter 2026 results that combined sharply higher revenue with a wider net loss, along with recent satellite launches and expanding European integration efforts. See our latest analysis for AST SpaceMobile. Recent launches, new European integration work and fresh government contract wins have kept AST SpaceMobile in the headlines, yet the share price has been choppy, with a 7 day share price return of 8.25% but a year to date share...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe's Companies (LOW) Stock Dropped, So What Is Driving Attention Now?

Why Lowe's Companies Stock Is Drawing Fresh Attention Lowe's Companies (LOW) is back in focus after its recent share move, with investors weighing a softer Zacks Rank, active options trading, and an upcoming earnings report that could show a year-over-year EPS decline. See our latest analysis for Lowe's Companies. Lowe's Companies shares recently pulled back 2% in a single session to around $218.88. However, the 7 day share price return of 3.22% contrasts with a year to date share price...
NYSE:BVN
NYSE:BVNMetals and Mining

Compañía de Minas Buenaventura (BVN) Is Up 13.5% After Strongly Improved Q2 2026 Profitability Reported

Compañía de Minas Buenaventura S.A.A. reported past second-quarter 2026 results, with revenue of US$528.99 million and net income of US$237.36 million, alongside basic earnings per share of US$0.93, all materially higher than the same period in 2025. For the first half of 2026, the company’s revenue rose to US$1.15 billion and net income reached US$513.99 million, suggesting stronger profitability and operating leverage than in the prior-year period. Next, we’ll examine how this sharp...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

What Could Berkshire Hathaway (BRK.A) Be Worth If Precision Castparts Is $60 Billion?

Berkshire Hathaway (NYSE:BRK.A) is in focus after an external analysis valued its Precision Castparts aerospace unit at US$60–75b, compared with the US$37b paid in 2016. The new estimate highlights Precision Castparts as a key non financial contributor within Berkshire’s wider portfolio. Investors are reassessing how this valuation range might influence the broader narrative around Berkshire’s sum of the parts value. Consider looking at other companies tied to critical infrastructure for...
NYSE:NRP
NYSE:NRPOil and Gas

Does Natural Resource Partners (NRP) Prioritize Income Stability Over Earnings Volatility With Its Latest Payout?

Natural Resource Partners L.P. recently reported past second-quarter 2026 results showing revenue of US$48.11 million and net income of US$24.67 million, alongside a declared cash distribution of US$0.75 per common unit for unitholders of record on August 18, 2026. The combination of weaker quarterly and year-to-date earnings with the continued cash distribution highlights how the partnership is balancing income returns to unitholders with softer operating performance. Next, we will consider...
NYSE:CRH
NYSE:CRHBasic Materials

Did CRH’s (CRH) Earnings Beat, Dividend Hike and Buybacks Just Recast Its Investment Narrative?

CRH plc recently reported its second-quarter 2026 results, showing higher revenue and net income year on year, raised its quarterly dividend to US$0.39 per share, reaffirmed full‑year 2026 earnings guidance, and updated investors on progress under its multi‑year share buyback program. The combination of earnings growth, a 5% dividend increase versus last year, and ongoing share repurchases highlights management’s confidence in CRH’s cash generation and capital allocation priorities. With CRH...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) Lifted Its Outlook, Is The Stock Fully Priced?

Revvity earnings and dividend set the backdrop for RVTY stock Revvity (RVTY) has been in focus after releasing second quarter 2026 results alongside a fresh dividend declaration, giving investors an updated view of both current profitability and planned capital returns. See our latest analysis for Revvity. Revvity shares have climbed recently, with a 90 day share price return of 16.84% and a 1 year total shareholder return of 35.60%, while the 5 year total shareholder return remains down...
NYSE:APAM
NYSE:APAMCapital Markets

What Artisan Partners Asset Management (APAM)'s Stronger Q2 2026 Earnings Means For Shareholders

In the past quarter, Artisan Partners Asset Management Inc. reported second-quarter 2026 revenue of US$307.9 million and net income of US$80.9 million, both higher than the same period a year earlier, with basic and diluted EPS from continuing operations at US$1.11 versus US$0.94 previously. For the first half of 2026, the firm’s revenue rose to US$610.9 million and net income to US$138.9 million, suggesting that its expanded investment platform and distribution efforts are being supported...
NYSE:UNM
NYSE:UNMInsurance

How Unum’s Mixed Q2 Results and Major Buybacks May Shape Unum Group (UNM) Investors

In late July 2026, Unum Group reported second-quarter revenue of US$3,370 million, up slightly year on year, while net income fell to US$256.9 million and diluted EPS from continuing operations eased to US$1.61. Alongside these mixed earnings, Unum Group completed a major tranche of its December 2025 share repurchase plan, retiring 7,885,258 shares for US$600.68 million, which may influence how investors assess its capital management and earnings per share trends. With Unum’s recent earnings...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor (ON) Returns To Profitability, Is It A Bargain?

Why ON Semiconductor’s latest earnings matter for investors ON Semiconductor (ON) has drawn fresh attention after reporting second quarter and first half 2026 results, returning to profitability for the year to date while also issuing earnings guidance for the third quarter. The company reported second quarter sales of US$1,603.5 million and net income of US$226.8 million, alongside new revenue and earnings per share guidance and an update on its ongoing share repurchase activity. See our...
NasdaqCM:LWLG
NasdaqCM:LWLGElectronic

Is Lightwave Logic’s (LWLG) Q2 2026 Update a Turning Point in Its Long-Term Strategy?

Lightwave Logic, Inc. has previously announced that it will release its Q2 2026 results pre-market on August 11, 2026, followed by an earnings call the same day. This scheduled update is drawing increased attention as investors look for fresh information on the company’s financial and operational progress. Against this backdrop of heightened interest around the upcoming Q2 2026 earnings release, we’ll examine how it shapes Lightwave Logic’s investment narrative. The latest GPUs need a type...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Why Carvana (CVNA) Is Up 12.1% After Strong Q2 Earnings And Same-Day Delivery Expansion

Carvana reported past second-quarter 2026 results showing sales of US$526 million and revenue of US$7.38 billion, with net income rising to US$310 million and diluted earnings per share from continuing operations reaching US$0.42. Alongside these stronger earnings, Carvana continued expanding same-day delivery, extending its Fort Myers-area service via its logistics network and upgraded Sarasota Inspection and Reconditioning Center. Against this backdrop, we will explore how Carvana’s...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

The Bull Case For Dyne Therapeutics (DYN) Could Change Following FDA Clearance Of DYNE-302 Trial

In July 2026, Dyne Therapeutics, Inc. reported a wider second-quarter net loss of US$178.56 million, or US$1.08 per share, alongside FDA clearance to begin a Phase 1 trial of DYNE-302 for facioscapulohumeral muscular dystrophy. This marks Dyne’s third clinical program built on its FORCE platform and targets a rare muscle disease with no approved therapies, highlighting the company’s focus on genetically defined neuromuscular conditions. With this new FDA-cleared Phase 1 trial for DYNE-302,...
NasdaqGS:STGW
NasdaqGS:STGWMedia

How Investors Are Reacting To Stagwell (STGW) Q2 Loss, Buybacks, And Governance Shake-Up

Stagwell Inc. reported its second-quarter 2026 results, with sales rising to US$786.31 million while net loss widened to US$8.12 million, and also outlined plans for a more organic-growth-led second half supported by selective acquisitions, stock buybacks, and capital investments. Alongside these results, Stagwell moved to strengthen its governance by appointing independent director Beth J. Kaplan to the board, signaling continued attention to board independence as the company refines its...
NasdaqGS:DGII
NasdaqGS:DGIICommunications

Is Digi International (DGII) Fully Valued On Strong Earnings And Higher 2026 Guidance?

Why Digi International Stock Is Back In Focus After Fresh Earnings Digi International (DGII) is on investors' radar after reporting third quarter 2026 results and updating its outlook. The company posted higher revenue, net income and earnings per share for both the quarter and nine month period. The company reported third quarter revenue of US$138.67 million compared with US$107.51 million a year earlier. Net income for the quarter was US$15.74 million versus US$10.24 million, with basic...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

3 Shipping Stocks Worth Watching As Strait Of Hormuz Disruption Reshapes Trade

The Strait of Hormuz standoff has turned a vital shipping lane into a pressure point for global markets, with oil prices jumping around 5% as supply routes stay disrupted. That kind of shock can quickly reshape which stocks investors crowd into and which they avoid. This article looks at three stocks from the Global Shipping and Marine Transport Stocks screener that are closely tied to this story and explains how the same headlines can mean very different outcomes for each one. The three...
NYSE:NOV
NYSE:NOVEnergy Services

Why Did NOV (NOV) Shares Move Today?

NOV (NOV) shares moved after the company reported second quarter 2026 results that showed net income of US$112 million on US$2,134 million in sales, alongside guidance for third quarter revenues to be flat to up 2% year over year. See our latest analysis for NOV. The latest earnings release appears to have reinforced interest in NOV, with the share price at US$20.70 and a 1 month share price return of 9.58%. Over the past year, the stock has delivered a 78.45% total shareholder return, which...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

NetScout Systems (NTCT) Is Down 5.6% After Earnings Rebound And Reaffirmed Fiscal 2027 Outlook

In early August 2026, NetScout Systems, Inc. reported past first-quarter results showing revenue of US$210.42 million versus US$186.75 million a year earlier, with net income improving to US$21.84 million from a prior net loss. The company also reaffirmed its fiscal 2027 guidance for revenue between US$885.0 million and US$915.0 million and GAAP diluted EPS of US$1.55–US$1.70, underscoring management’s confidence in the business trajectory despite prior-year losses. We’ll now examine how...
NYSE:ED
NYSE:EDIntegrated Utilities

Is Stronger 2026 Profitability Altering The Investment Case For Consolidated Edison (ED)?

Consolidated Edison, Inc. reported past second-quarter 2026 results, with revenue of US$4,069 million and net income of US$308 million, both higher than a year earlier, while earnings per share from continuing operations rose to US$0.83 basic and diluted. For the first half of 2026, the company’s revenue increased to US$9,164 million and net income to US$1,232 million, pointing to stronger profitability from its ongoing operations compared with the same period of the previous year. With...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Faster Revenue Growth With Wider Losses Might Change The Case For Investing In Axsome (AXSM)

Axsome Therapeutics, Inc. recently reported second-quarter 2026 results, with revenue rising to US$218.38 million from US$150.04 million a year earlier, while net loss widened to US$51.31 million and basic loss per share from continuing operations was US$0.99. Despite strong year-over-year revenue growth across both the quarter and first half of 2026, Axsome’s net losses and loss per share both increased, underscoring the cost of its expanding CNS portfolio and commercialization efforts. We...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Liquidity Services (LQDT) Gains On Strong Results But Is The Valuation Already Priced In

Why Liquidity Services Stock Is Back On Investor Radars Liquidity Services (LQDT) has drawn fresh attention after reporting third quarter and nine month results to June 30, 2026, alongside new guidance for the upcoming quarter that outlines expected net income and earnings per share. See our latest analysis for Liquidity Services. The latest results and guidance appear to have fed into a strong run for Liquidity Services, with the share price at $40.91 and a 90 day share price return of...
NYSE:WMB
NYSE:WMBOil and Gas

How Investors May Respond To Williams (WMB) Earnings Beat, Dividend Hike and Big-Ticket Growth Moves

In the past week, Williams Companies reported second-quarter 2026 results showing revenue of US$3,053 million and net income of US$827 million, with basic and diluted earnings per share from continuing operations of US$0.68, and also announced a quarterly dividend increase to US$0.525 per share, or US$2.10 annualized. Alongside higher earnings and a larger dividend, Williams advanced its Socrates Power Innovation project, completed the US$5.50 billion Momentum Midstream acquisition, and...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) AI Push Keeps Valuation In Focus

Broadcom (AVGO) is back in focus after announcing new AI driven security upgrades to VMware vDefend and Avi Load Balancer, alongside strong AI semiconductor momentum tied to custom chips for large hyperscale customers. See our latest analysis for Broadcom. Broadcom's recent AI security updates and custom chip wins come after a strong run, with a year to date share price return of 21.51% and a 1 year total shareholder return of 40.01%, while the 3 year total shareholder return is over 4x. If...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

AI Stocks Retail Investors Are Watching As Enterprise Software Spending Shifts

AI and tech related earnings updates are back in focus, with companies such as Applied Materials and Cisco under close watch for how much capital is now flowing into artificial intelligence infrastructure. This wave of spending interest puts stocks tied to chips, cloud and software in the spotlight. This article highlights three stocks from the Artificial Intelligence Stocks screener that sit at the heart of this shift and explains what makes each one stand out. The three companies featured...