U.S. Software Stock News

In May 2026, Burford Capital reported a very large non-cash revenue loss of US$1.72 billion and a net loss of US$1.63 billion for the first quarter, primarily linked to a capital provision tied to the reversal of its YPF judgment, while also strengthening liquidity through new long-dated debt. At the same time, Burford reshaped its leadership bench by appointing Travis Lenkner as Chief Operating Officer and promoting Carrie Tendler to lead Asset Recovery, signaling a focus on execution,...

Cimpress plc has reported past third-quarter 2026 results showing sales of US$886.21 million versus US$789.47 million a year earlier, with net income of US$13.84 million compared with a net loss of US$8.24 million and basic earnings per share from continuing operations improving from US$0.33 loss to US$0.57. Over the first nine months to March 31, 2026, Cimpress lifted sales to US$2.79 billion and more than doubled net income to US$70.82 million, highlighting materially stronger...

Walker & Dunlop, Inc. has reported past first-quarter 2026 results, with revenue rising to US$301.33 million and net income to US$15.87 million, alongside affirming a quarterly dividend of US$0.68 per share payable on June 4, 2026. Beneath these headline figures, the company highlighted very large growth in transaction volumes and agency lending, supported by complex refinancing deals and higher productivity per banker that helped increase its share of the GSE lending market. We’ll now...

Cipher Digital Inc. recently reported first-quarter 2026 results, with sales falling to US$34.84 million from US$48.96 million a year earlier and net loss widening to US$114.32 million. The company’s deeper loss of US$0.28 per share, alongside comments about ongoing expansion and strong gross margins, has sharpened investor focus on its path to operating efficiency. We’ll now examine how Cipher Digital’s weaker first-quarter revenue and wider loss reshapes the earlier investment narrative...

What recent returns say about MakeMyTrip stock MakeMyTrip (MMYT) has moved sharply in recent months, with a 2.1% gain over the past day, about 7% over the past week, and roughly 32% over the past month. See our latest analysis for MakeMyTrip. While the recent 32% 1 month share price return points to strong short term momentum, this comes after a 38.3% year to date share price decline and a 48% 1 year total shareholder return loss, set against much stronger 3 and 5 year total shareholder...

Armstrong World Industries (AWI) has put investors on alert after its first quarter 2026 update, combining higher year-on-year sales, slightly lower net income and a reaffirmed full year net sales outlook. See our latest analysis for Armstrong World Industries. The reaffirmed 2026 net sales outlook and management's focus on M&A have come after a 16.7% decline in the 90 day share price return, even as the 3 year total shareholder return sits at 157.8%. This suggests long term momentum has been...

Jacobs Solutions (NYSE:J) has been selected as part of a joint venture to design five new underground stations for Sydney Metro West. The contract covers integrated engineering design services for Australia’s largest transportation project. The win expands Jacobs Solutions’ global transportation infrastructure footprint, with a focus on high-performance, sustainable mass transit. For investors watching the infrastructure and engineering space, this new Sydney Metro West mandate puts Jacobs...

Pebblebrook Hotel Trust stock moves draw investor focus Pebblebrook Hotel Trust (PEB) is back on many investors’ radars after a recent stretch of positive share price performance, with the stock up over the past month and past 3 months. See our latest analysis for Pebblebrook Hotel Trust. That recent upswing fits into a broader recovery story, with a 30 day share price return of 13.88% and a 1 year total shareholder return of 53.71% pointing to improving momentum despite a weak 5 year total...

Why Chemours stock is on investors’ radar Chemours (CC) has drawn fresh attention after its first quarter 2026 earnings, where several business segments outperformed expectations, and management highlighted debt reduction, refinancing activity, and reaffirmed full year sales and EBITDA guidance. See our latest analysis for Chemours. That interest has come against a sharp pullback in recent days, with a 1 day share price return of 5.32% decline and a 7 day share price return of 16.85% decline,...

Stepan Company reported past first-quarter 2026 results showing sales of US$604.51 million versus US$593.26 million a year earlier, but it swung from net income of US$19.71 million to a net loss of US$41.41 million, with basic and diluted loss per share from continuing operations of US$1.81 compared with earnings of US$0.86. Despite the move into loss-making territory, Stepan maintained its shareholder payout by affirming a quarterly dividend of US$0.395 per share, payable on June 15, 2026,...

The Kraft Heinz Company recently reported first-quarter 2026 results, with sales of US$6,047 million, net income of US$798 million, basic EPS of US$0.67, a US$13 million goodwill and intangible impairment, and affirmed a quarterly dividend of US$0.40 per share payable on June 26, 2026. Alongside early progress in its turnaround under new CEO Steve Cahillane, the company has completed a US$1.51 billion share repurchase program and launched a US$1.10 billion tender offer to reshape its...

Doximity (DOCS) is back in focus after its share price reacted to shifting analyst forecasts ahead of the upcoming earnings release, with investors weighing expectations for lower EPS against modest revenue growth. See our latest analysis for Doximity. The stock has staged a short term rebound, with a 7 day share price return of 6.51% and a 30 day share price return of 15.69%. However, this sits against a year to date share price return decline of 39.87% and a 1 year total shareholder return...

In April 2026, Seacoast Banking Corporation of Florida reported first-quarter 2026 results, with net interest income rising to US$176.47 million from US$118.52 million a year earlier, while net income was broadly flat at US$31.9 million and diluted EPS from continuing operations eased to US$0.29 from US$0.37. Over the same quarter, Seacoast also completed a buyback of 317,628 shares for US$10.23 million, a small but clear signal of ongoing capital return alongside its mixed earnings...

Avista Corporation recently reported past first-quarter 2026 results, with revenue of US$570 million versus US$617 million a year earlier, while net income rose to US$92 million and diluted EPS reached US$1.11 from US$0.98, alongside announcing a quarterly dividend of US$0.4925 per share payable on June 12, 2026. The combination of higher earnings despite lower revenue and the continued dividend payout highlights Avista’s ability to support shareholder returns while managing operational...

In the past week, DXP Enterprises, Inc. reported Q1 2026 results with sales rising to US$521.66 million, while net income edged down to US$19.98 million compared with the prior year. Beneath the headline growth, the Innovative Pumping Solutions segment and recent acquisitions drove nearly 10% higher revenue and deeper exposure to the water and wastewater market. Next, we’ll examine how this acquisition-fueled, water-focused growth alongside a slight earnings miss affects DXP Enterprises’...

Progyny recently reported strong first-quarter 2026 results, with record revenue and profitability ahead of expectations, supported by healthy member engagement, efficiency gains, and completion of a US$200,000,000 share repurchase program while carrying no debt. The company reaffirmed its full-year 2026 outlook and highlighted early client renewals and a robust sales pipeline, pointing to strengthening competitive positioning in fertility and women’s health benefits. We’ll now examine how...

Why Radian Group’s latest quarter is getting attention Radian Group (RDN) is back in focus after first quarter 2026 results comfortably cleared Wall Street revenue expectations, supported by contributions from newly acquired specialty insurer Inigo and continued share repurchases. Revenue was US$466.34 million, up from US$294.84 million a year earlier, while net income was US$124.09 million compared with US$144.56 million. Reported diluted earnings per share from continuing operations were...

In early May 2026, Duolingo, Inc. reported first-quarter 2026 results showing sales of US$291.97 million and net income of US$43.46 million, with both basic and diluted earnings per share from continuing operations increasing compared with the prior year. Beyond the headline growth, Duolingo’s results highlighted stronger profitability, continued expansion into new subjects like Chess and Math, and a user-engagement focus that aims to balance monetization with long-term platform health. With...

Compañía de Minas BuenaventuraA (BVN) drew attention after reporting first quarter revenue of US$624.56 million and net income of US$335.39 million, along with higher basic earnings per share compared to the prior year period. See our latest analysis for Compañía de Minas BuenaventuraA. The recent quarterly figures and leadership changes appear to sit alongside a share price that has cooled in the short term, with a 30 day share price return showing a decline of 6.24% and a 90 day share price...

Aurora Innovation (AUR) has moved into a new phase of commercial trucking by shifting McLane Company routes in Texas to fully driverless hauls and signing a large fleet memorandum with Hirschbach Motor Lines. See our latest analysis for Aurora Innovation. Those client wins and route expansions have arrived alongside sharp short term momentum, with a 30 day share price return of 74.57% and year to date gain of 84.50%. However, the 1 year total shareholder return is 7.87% lower, so recent...

IHS Holding (NYSE:IHS) has completed the divestment of its 51% stake in Brazilian fiber infrastructure venture I-Systems. The stake has been sold to TIM S.A., marking IHS Holding's exit from this Brazilian optical fiber joint venture. IHS Holding, trading at $8.23, has seen its stock return 12.0% year to date and 44.1% over the past year, while its 3 year return stands at 9.2%. This completed I-Systems divestment gives investors a fresh development to consider alongside those share price...

Robinhood Markets (HOOD) is back in focus after its latest earnings report showed total net revenues up 15% year over year, even as a 47% drop in crypto transaction revenue weighed on sentiment. See our latest analysis for Robinhood Markets. At a share price of $76.28, Robinhood has a 30 day share price return of 9.52% and a 1 year total shareholder return of 41.08%. However, the year to date share price return of a 33.79% decline signals momentum has cooled despite a very large 3 year total...

If you are wondering whether Merit Medical Systems is starting to look interesting at its current share price, this article focuses squarely on what that price might imply about value. The stock last closed at US$62.33, with recent returns of an 8.6% decline over 7 days, a 7.5% decline over 30 days, a 27.9% decline year to date, and a 35.1% decline over the past year. These moves have put the stock back on many watchlists, as investors reassess what they are willing to pay for medical...

nCino recently won significant banking clients, including being selected by Raiffeisenbankengruppe Oesterreich as its unified corporate lending platform and by Vision Credit Union to modernize agricultural and commercial lending with AI-enabled tools. These client wins, alongside new leadership appointments such as a Chief Revenue Officer and Asia-Pacific Managing Director, highlight nCino’s push to deepen international reach and scale its AI-focused banking platform. We’ll now look at how...