U.S. Software Stock News

Xencor earnings event and what it might mean for the stock Xencor (XNCR) shares are in focus after second quarter results on 5 August 2026 showed a narrower quarterly net loss alongside a larger loss over the first half of the year. See our latest analysis for Xencor. The earnings update appears to have reinforced positive sentiment around Xencor, with a 36.2% 1 month share price return and a very large 1 year total shareholder return, even though the 3 and 5 year total shareholder returns...

Reports of burnout inside big AI and automation firms are clashing with promises of effortless productivity, and that gap is where investors should pay attention. Stress, reshuffles, and long hours can unsettle some companies while creating openings for others that handle the pressure better. This article unpacks that tension and highlights 3 stocks from our AI and Automation Technology screener that appear positively exposed to the current news flow. The 3 stocks below are just a starting...

Earnings event puts Expand Energy under closer investor review Expand Energy (EXE) reported second quarter 2026 results that combined lower quarterly revenue and net income with higher production, stronger six month earnings, a reaffirmed output outlook, continued buybacks, and an unchanged dividend. This mix of data points gives you several angles to assess the stock, from cash generation and capital returns to how management is approaching growth in its natural gas focused portfolio. See...

Why the latest earnings matter for Array Digital Infrastructure Array Digital Infrastructure (AD) has drawn fresh attention after reporting second quarter 2026 results alongside a narrower full year revenue outlook. Sales, revenue, and net income for both the quarter and first half were all higher than a year earlier. The company reported second quarter sales of US$53.18 million and revenue of US$54.07 million, compared with US$27.23 million and US$28.53 million respectively in the same...

OSI Systems (OSIS) drew investor attention after its Security division received an order of approximately US$11 million from an international customer for Rapiscan Eagle M60 mobile cargo and vehicle inspection systems, including operator and maintenance training support. See our latest analysis for OSI Systems. OSI Systems' one month share price return of 7.44% and seven day gain of 3.12% suggest interest has picked up around contract wins like the new US$11 million Security order, even...

Schrödinger (SDGR) stock is in focus after its latest quarterly earnings showed a move from a loss to a profit, and the company announced an AI-focused agreement with Bristol Myers Squibb. See our latest analysis for Schrödinger. The earnings swing to profit and the new Bristol Myers Squibb agreement sit alongside sharp recent moves in Schrödinger’s share price, including a 22.84% 7 day share price return and a 47.91% 90 day share price return. That stands against a relatively flat 1 year...

Installed Building Products, Inc. recently reported Q2 2026 results showing sales of US$777.8 million and net income of US$64.9 million, while also completing a US$101.95 million buyback program covering 1.7% of its shares and declaring a US$0.39 per-share dividend for the third quarter. The combination of modest revenue growth, softer earnings, continued share repurchases, and an increased regular dividend highlights management’s focus on both expansion through acquisitions and ongoing cash...

With July inflation data expected to show a small CPI rebound and mixed signals on future Fed moves, many investors are quietly rethinking where they want to sit on the risk spectrum. Defensive sectors like healthcare and consumer staples often come back into focus when inflation and rates feel uncertain. This article walks through three large cap stocks exposed to these inflation trends and explains why some investors are watching them closely now. The three stocks highlighted below are only...

Hess Midstream LP has reported its second-quarter 2026 results, with revenue of US$399.0 million and net income of US$96.4 million, and has issued third-quarter net income guidance of US$165.0 million to US$175.0 million while maintaining its full-year 2026 net income outlook of US$650.0 million to US$700.0 million. An interesting angle for investors is that Hess Midstream’s net income rose year over year despite slightly lower revenue, suggesting some operational or cost efficiency...

H World Group (NasdaqGS:HTHT) has drawn fresh attention after its board appointed Mr. Yanjun Sun as an independent director. Analysts currently expect higher earnings and revenue for the June 2026 quarter. See our latest analysis for H World Group. At a share price of US$43.01, H World Group has seen a 4.62% 1 month share price return but is still down 11.39% over three months. However, the 1 year total shareholder return of 40.38% points to stronger longer term momentum that recent board and...

Curbline Properties Corp. recently reported past second-quarter 2026 results showing sales of US$63.08 million and revenue of US$63.3 million, up from US$41.1 million and US$41.4 million a year earlier, while net income fell to US$6.91 million from US$10.39 million and earnings per share from continuing operations declined to US$0.06 from US$0.10. Alongside these results, management lowered full‑year 2026 earnings guidance to net income per diluted share of US$0.27–US$0.32, highlighting...

ITT Inc. reported past second-quarter 2026 results with sales rising to US$1,473.1 million from US$972.4 million a year earlier, while net income and diluted EPS from continuing operations declined year-on-year, and the company affirmed a quarterly dividend of US$0.386 per share. Despite lower reported earnings, ITT raised its full-year 2026 EPS and operating margin guidance, linking weaker current profitability to acquisition-related impacts and planned integration benefits that management...

Why Obsidian Therapeutics Stock Is Back in Focus After New Trial Milestone Obsidian Therapeutics (OBX) is drawing fresh attention after enrolling the first patient in a registration enabling cohort of its Phase 1/2 Agni-01 trial for amsoki-cel in advanced melanoma. See our latest analysis for Obsidian Therapeutics. The trial milestone comes after a sharp rebound in Obsidian Therapeutics’ share price, with a 1 day share price return of 27.27% and a year to date share price return of 435.22%...

Unusual Machines (UMAC) drew fresh attention after reporting Q2 2026 results that showed higher enterprise driven sales, a continued net loss, and positive earnings for the first half alongside new internal revenue targets. See our latest analysis for Unusual Machines. Against that backdrop, Unusual Machines’ recent Q2 update and upcoming conference appearance have coincided with strong momentum, including a 30 day share price return of 44.29% and a 1 year total shareholder return of...

Columbia Financial, Inc. recently reported second-quarter 2026 results showing higher net interest income of US$62.92 million and net income of US$14.49 million versus the prior year, while affirming a US$0.05 quarterly dividend and posting lower net charge-offs of US$2.0 million. Together with a new shelf registration for common stock tied to its ESOP and board expansion following the Northfield Bancorp acquisition, these updates highlight how Columbia Financial is balancing growth...

Crescent Energy (CRGY) has drawn fresh attention after raising its full year 2026 production guidance to a range of 327,000 to 335,000 barrels of oil equivalent per day, following a strong second quarter earnings report. See our latest analysis for Crescent Energy. The guidance upgrade and strong second quarter numbers have coincided with a clear pickup in momentum for Crescent Energy, with a 1 month share price return of 28.93% and a 43.48% year to date share price return. The 1 year total...

Why Bicara Therapeutics stock is back in focus Bicara Therapeutics (BCAX) has drawn fresh attention after appointing industry veterans Jeremy Bender and Christy Oliger to its Board of Directors, underscoring its boardroom depth ahead of its upcoming Q2 2026 earnings release. See our latest analysis for Bicara Therapeutics. For investors tracking the bigger picture, Bicara Therapeutics’ share price is US$27.73, with a 7-day share price return of 7.73% and a year to date share price return of...

Global bond markets are reacting to softer recent US payroll data, which has eased expectations for rapid interest rate moves. That puts more focus on where real cash flows are being generated right now. AI infrastructure stocks sit at the heart of this story. They help power AI data centers that still need energy, cooling, and hardware. This article highlights three stocks from the AI Infrastructure Stocks screener that stand out. The three stocks below are just a starting sample from this...

Hamilton Lane has already declared a quarterly dividend of US$0.60 per Class A share, payable on October 6, 2026 to shareholders of record on September 21, 2026, lifting its full-year dividend target to US$2.40, an 11% increase from the prior fiscal year. Alongside this higher dividend, Hamilton Lane’s first-quarter results showed revenue rising to US$275.33 million and net income to US$80.46 million, highlighting stronger earnings power that may influence how investors view the balance...

In the past week, Vontier Corporation reported second-quarter 2026 results showing sales of US$756.7 million and net income of US$27.4 million, alongside updated full-year and third-quarter sales guidance, and confirmed it has completed a US$1.17 billion share repurchase program launched in 2021. While quarterly earnings softened year on year, the completion of a buyback covering almost one-quarter of shares points to a significant shift in Vontier’s capital allocation and balance between...

Why Turning Point Brands stock is back in focus Turning Point Brands (TPB) is drawing fresh attention after its Modern Oral segment drove a sharp year over year jump in second quarter sales and management raised full year Modern Oral guidance. See our latest analysis for Turning Point Brands. The recent Modern Oral guidance upgrade comes as Turning Point Brands trades at US$89.38, with a 1-day share price return of 2.90% and a 7-day share price return of 11.14%. This is despite the share...

What the latest Liberty Broadband earnings mean for shareholders Liberty Broadband (LBRD.K) has moved back into focus after its second quarter 2026 earnings showed a shift from a prior profit to a substantial net loss, a clear change in recent financial performance. The company reported a second quarter net loss of US$2,125 million, compared with net income of US$383 million a year earlier. Basic and diluted loss per share from continuing operations were US$14.86, replacing the prior year's...

In July 2026, DexCom, Inc. reported second-quarter results showing higher sales of US$1,308.4 million and increased net income of US$249.1 million compared with the prior year, and also raised its full-year 2026 revenue guidance to a range of US$5.18 billion to US$5.25 billion. The combination of stronger quarterly earnings and higher full-year revenue guidance suggests management’s confidence in DexCom’s current operating momentum and demand for its continuous glucose monitoring...

In early August 2026, ADW Capital Management publicly challenged Driven Brands Holdings Inc.’s Board and major shareholder Roark Capital Group, criticizing the unanimous rejection of its all-cash US$18.00 per share bid and demanding an immediate strategic review, including potential whole-company or segment sales, while highlighting concerns over governance, delayed filings, and shareholder treatment. ADW’s threat that minority investors may pursue legal remedies, coupled with its push for...