U.S. Software Stock News

Setting the stage: what National Bank Holdings stock offers today National Bank Holdings (NBHC) has been drawing attention as investors reassess regional bank stocks, with its US$40.81 share price and recent returns giving a compact snapshot of how the stock has traded recently. See our latest analysis for National Bank Holdings. The recent pullback, with a 7 day share price return of -4.76% and a 30 day share price return of -3.70%, contrasts with a positive year to date share price return...

In the past quarter, Carrier Global reported Q1 2026 sales of US$5.3 billion and a 35% jump in global Commercial HVAC orders, powered by a very large increase in data center demand and new investments in AI-focused cooling technologies. At the same time, Carrier Ventures’ backing of advanced liquid cooling provider ZutaCore underlines how the company is tying its growth in data center orders to next‑generation infrastructure for high‑density AI workloads. Next, we’ll examine how this surge...

Why Hinge Health (HNGE) is on investors’ radar now Hinge Health (HNGE) has drawn fresh attention after a strong move in its share price over the past month, prompting investors to look more closely at its digital musculoskeletal care business and financial profile. See our latest analysis for Hinge Health. Recent trading has been choppy, with a 1-day share price return of 1.15% and a 7-day share price return down 2.71%. However, the 30-day and 90-day share price returns of 31.42% and 39.96%...

Earlier in May 2026, UroGen Pharma reported that UGN-103 achieved a 94.5% six-month durability of response in Phase 3 UTOPIA, while updated Phase 3 ENVISION data showed long-term response durability for ZUSDURI in recurrent low-grade intermediate-risk non-muscle invasive bladder cancer. Together, these results highlight the potential for UroGen’s RTGel-based therapies to offer a non-surgical, chemoablative option that may reduce reliance on repeated bladder tumor resections for a large,...

In early May 2026, TransMedics Group reported first-quarter 2026 results showing revenue of US$173.93 million, up from US$143.54 million a year earlier, but net income fell to US$7.32 million from US$25.68 million and diluted earnings per share from continuing operations declined to US$0.20 from US$0.70. The company also reiterated its full-year 2026 revenue guidance of US$727 million to US$757 million, signaling confidence in continued top-line expansion even as profitability compressed in...

Arena One and AMC Theatres recently launched “Arena One at AMC,” a nationwide, real-time interactive concert format bringing artists like Bebe Rexha, Paris Hilton, Kim Petras, and Maren Morris to more than 300 U.S. locations, while AMC also reported first-quarter 2026 revenue of US$1.05 billion and a reduced net loss of US$117.1 million. This combination of an immersive live-concert product and year-on-year improvement in quarterly results highlights AMC’s efforts to broaden content...

Earlier this month, Cheniere Energy Partners, L.P. reported first-quarter 2026 results showing revenue of US$3.60 billion versus US$2.99 billion a year earlier, while net income fell to US$186 million from US$641 million and earnings per unit eased to US$0.19 from US$1.08. The partnership also reaffirmed its full-year 2026 distribution guidance of US$3.10–US$3.40 per common unit, underscoring its intention to maintain a US$3.10 base payout despite weaker quarterly profitability. Next, we’ll...

In May 2026, Prestige Consumer Healthcare reported fourth-quarter sales of US$281.62 million, down from US$296.52 million a year earlier, while net income and diluted EPS from continuing operations rose modestly. The earnings shortfall versus prior projections, combined with the previously undisclosed US$150 million LaCorium Health acquisition and ensuing legal scrutiny, has raised fresh concerns about the company’s transparency and operational execution. We’ll now examine how the earnings...

Hess Midstream LP recently reported past first-quarter 2026 results, posting higher year-over-year revenue of US$390.1 million and net income of US$87.6 million, alongside steady operational throughput across most segments. The company also reaffirmed its full-year 2026 net income outlook of US$650 million to US$700 million, signalling confidence in its fee-based midstream model despite mixed volume trends in crude and water gathering. Next, we will examine how reaffirmed 2026 earnings...

Earlier this month, Stifel Financial Corp. launched a Project Finance platform aimed at funding energy and infrastructure projects using proven commercial technologies, offering development loans, construction-to-term loans, interest rate swaps, depository services, and investment banking advisory support. This expansion builds on Stifel’s newer Energy Tech and Deep Tech teams, signaling a broader push to serve the evolving global energy and infrastructure ecosystem through integrated...

Marten Transport stock moves after recent performance data Marten Transport (MRTN) has drawn fresh attention after recent performance data highlighted both its current valuation and its business mix across truckload, dedicated, and brokerage operations for temperature controlled freight. See our latest analysis for Marten Transport. Recent trading has been a mixed picture, with Marten Transport’s 30 day share price return of 12.87% and year to date share price return of 35.55% contrasting...

In May 2026, CorMedix Inc. reported first-quarter 2026 revenue of US$127.43 million and net income of US$38.6 million, and raised its full-year 2026 net revenue guidance to a range of US$325 million to US$345 million. The quarter also featured positive Phase III topline results for REZZAYO in prophylaxis and continued advancement of DefenCath and taurolidine/heparin programs, underscoring how CorMedix is tying commercial growth to late-stage pipeline progress. Next, we’ll explore how...

AAON (AAON) is back in focus after reporting first quarter 2026 results, with sales of US$496.94 million and net income of US$39.82 million, and raising its full year revenue and margin outlook. See our latest analysis for AAON. AAON’s recent earnings upgrade and record backlog have kept the spotlight on the stock. It is now at US$135.49 after a 46.32% 1 month share price return and a 212.35% 5 year total shareholder return, suggesting momentum has been building despite a pullback in the past...

In early May 2026, Turning Point Brands reported first-quarter sales of US$124.28 million, up from US$106.44 million a year earlier, while net income fell to US$11.67 million and diluted earnings per share from continuing operations declined to US$0.60. Alongside these results, the company raised its full-year 2026 Modern Oral gross and net sales guidance and affirmed a regular quarterly dividend of US$0.08 per share, highlighting the growing importance of Modern Oral products to its...

Earlier this month, Paymentus Holdings reported first-quarter 2026 results with revenue of US$358.44 million and net income of US$20.88 million, raised its full-year 2026 revenue guidance to US$1.43 billion–US$1.44 billion, and issued second-quarter revenue guidance of US$340 million–US$350 million. The company also introduced its patented Billeo™ and BillWallet® offerings and broader AI-native Service Commerce platform, aiming to turn bills and other transactional documents into...

Agios Pharmaceuticals has submitted a supplemental New Drug Application to the FDA seeking accelerated approval of its oral PK activator mitapivat for sickle cell disease, supported by Phase 2/3 RISE UP data and an agreed 52-week confirmatory trial focused on transfusion burden. An important angle for investors is that mitapivat’s filing, backed by extensive clinical data and a global confirmatory study, could further define Agios’s profile as a rare-disease company centered on red blood...

Wondering whether CorVel at US$57.11 is starting to look like value or still has risk priced in? This article walks through what the current market price may be implying. The stock is up 1.3% over the past month but has fallen 13.1% year to date and declined 49.8% over the past year. These moves can change how you think about both upside potential and downside risk. Recent attention around CorVel has focused on its role within the US healthcare sector and how investors are reassessing...

Brookfield Business Corporation recently reported first-quarter 2026 results showing sales of US$6,436 million and net income of US$40 million, both lower than a year earlier, while its board affirmed a quarterly dividend of US$0.0625 per Class A share payable on June 30, 2026. Over the life of its current repurchase authorization announced in August 2025, the company has bought back 2,100,000 shares for US$72 million, effectively pairing capital returns via dividends with completed, though...

In early May 2026, Performance Food Group reported third-quarter 2026 results showing sales rising to US$16,290.0 million while net income and earnings per share from continuing operations decreased compared with a year earlier. Alongside these results, management narrowed full-year 2026 net sales guidance to a slightly higher range and completed a modest share buyback, signaling confidence in the company’s revenue trajectory despite pressured profitability. Next, we’ll examine how the...

Earlier this month, Truist Financial completed a US$500,000,000 fixed‑income offering of 500,000 depositary shares tied to its 6.250% Series S fixed‑rate reset non‑cumulative perpetual preferred stock, following its decision to redeem US$1.25 billion of senior notes in 2026. This move reshapes Truist’s capital structure by replacing some maturing senior debt with higher‑ranking preferred equity, which may influence future dividend flexibility and funding options. We’ll now examine how...

In May 2026, Pharvaris N.V. reported a first-quarter net loss of €39.2 million, while completing a US$115.00 million follow-on equity offering of 3,874,664 ordinary shares at US$29.68 each. The new capital extends Pharvaris’s funding runway into 2028 as it advances late-stage deucrictibant programs toward regulatory submissions for hereditary angioedema. We will examine how this bolstered cash position and progress toward a New Drug Application shapes Pharvaris’s investment narrative. Find...

Earlier in May 2026, Masco Corporation held its annual shareholder meeting and Investor Day, where investors rejected a shareholder proposal on special meeting rights, approved several governance amendments, and the board declared a US$0.32 quarterly dividend payable on June 8, 2026 to shareholders of record on May 22, 2026. These governance changes, combined with Masco’s newly articulated long-term growth targets and continued dividend payments, give investors fresh information on how the...

What Olin’s Latest Earnings Mean For Shareholders Olin (OLN) reported first quarter results that included sales of US$1,583 million and a net loss of US$83 million, compared with sales of US$1,644.2 million and net income of US$1.4 million a year earlier. This move from a small profit to a loss, along with lower quarterly sales, puts the recent share price performance in a different light and gives you fresh numbers to assess the stock’s risk and reward trade off. See our latest analysis for...

In early May 2026, Douglas Emmett, Inc. reported first-quarter 2026 results showing revenue of US$250.96 million and a net loss of US$2.5 million, reversing from net income of US$39.8 million a year earlier. The company also issued 2026 earnings guidance projecting diluted net income per common share between US$0.20 and US$0.14 loss, highlighting pressure on profitability and raising questions about how its redevelopment and joint venture plans may influence future results. We’ll now...