U.S. Software Stock News

NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Construction Partners (ROAD) Net Margin Expansion Tests Premium Valuation Narratives After Q1 2026 Results

Construction Partners (ROAD) opened fiscal Q1 2026 with revenue of US$809.5 million and basic EPS of US$0.31, setting a clear marker against a share price of US$131.36. The company reported quarterly revenue of US$561.6 million in Q1 2025 and US$809.5 million in Q1 2026, while basic EPS moved from a loss of US$0.06 to a profit of US$0.31. On a trailing 12-month basis, EPS stands at US$2.20 on revenue of about US$3.1 billion, giving investors a clearer view of how margins are shaping up behind...
NYSE:FBIN
NYSE:FBINBuilding

Fortune Brands (FBIN) Margin Compression Challenges Bullish Earnings Growth Narratives

Fortune Brands Innovations (FBIN) FY 2025 earnings snapshot Fortune Brands Innovations (FBIN) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and basic EPS of US$0.63, setting the tone for a year where trailing twelve month revenue came in at US$4.5 billion and EPS at US$2.48. Over recent quarters, the company has seen quarterly revenue move between US$1.0 billion and US$1.2 billion, while basic EPS has ranged from US$0.42 to US$0.83. This gives investors a clearer view...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Yelp (YELP) Net Margin Near 10% Tests Bullish Growth Narratives After FY 2025 Results

Yelp (YELP) has wrapped up FY 2025 with fourth quarter revenue of US$360.0 million and basic EPS of US$0.62, alongside trailing twelve month revenue of about US$1.5 billion and EPS of US$2.30. Over the last six quarters, quarterly revenue has moved from US$360.3 million in Q3 2024 to a range of US$358.5 million to US$376.0 million through 2025. Basic EPS tracked between US$0.37 and US$0.69 over the same stretch, setting up a picture of earnings power that investors can now weigh against...
NYSE:MAC
NYSE:MACRetail REITs

How Investors Are Reacting To Macerich (MAC) Leasing-Driven Earnings Beat And Annapolis Mall Acquisition

Macerich reported past first-quarter 2026 results with revenue of US$241.54 million and a net loss of US$36.35 million, while affirming a quarterly dividend of US$0.17 per share payable on June 29, 2026. The company’s leasing-driven earnings beat and acquisition of Annapolis Mall highlight how portfolio repositioning and tenant mix changes are reshaping its operating profile. We’ll now examine how the stronger leasing-driven earnings surprise and Annapolis Mall acquisition may influence...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is It Time To Reassess United Airlines (UAL) After Its Recent Share Price Surge?

Investors may be asking whether United Airlines Holdings at around US$99.70 represents fair value or a stretched price, particularly following a strong recent run for the stock. Over the last week the stock returned 10.8%, with a 30 day return of 11.7%, a 1 year return of 25.6%, a 3 year return of 121.2% and a 5 year return of 90.2%. However, the year to date return is an 11.8% decline. These moves come amid ongoing attention on airlines around capacity, demand resilience and cost pressures,...
NasdaqGS:PRTA
NasdaqGS:PRTABiotechs

Prothena (PRTA) Heavy US$244 Million Annual Loss Tests Bullish Profitability Narratives

Prothena (PRTA) has wrapped up FY 2025 with Q4 revenue of about US$0.02 million and a basic EPS loss of US$0.40, alongside trailing 12 month revenue of US$9.68 million and a full year basic EPS loss of US$4.53. Over recent quarters the company has seen quarterly revenue move from US$2.12 million in Q4 2024 to US$4.42 million in Q2 2025 and then US$2.42 million in Q3 2025, while quarterly basic EPS shifted from a loss of US$1.08 in Q4 2024 to a loss of US$2.34 in Q2 2025 and US$0.68 in Q3...
NasdaqGS:FIP
NasdaqGS:FIPTransportation

FTAI Infrastructure (FIP) Heavy TTM Losses Test Bullish Revenue Growth Narrative

FTAI Infrastructure (FIP) just wrapped up FY 2025 with Q4 total revenue of US$143.5 million and basic EPS of a US$1.06 loss, while the trailing twelve months show total revenue of US$502.5 million and basic EPS of a US$2.24 loss. Over the past six reported quarters, total revenue has moved from US$80.8 million in Q4 2024 to US$143.5 million in Q4 2025, while quarterly basic EPS has ranged between a profit of US$0.95 in Q1 2025 and losses of up to US$1.38 per share. With losses still sizeable...
NYSE:QBTS
NYSE:QBTSSoftware

Is D-Wave Quantum (QBTS) Quietly Reframing Its Edge With Qubits Europe 2026 And Nvidia AI Links?

D-Wave Quantum recently announced it will host Qubits Europe 2026 in London on June 18, 2026, showcasing real-world applications of its annealing and gate-model quantum systems, hybrid-quantum software, blockchain work, and quantum AI across business, science, and government. At the same time, the company is drawing attention for large recent bookings, expanding deployments in areas such as defense and cybersecurity, and Nvidia’s AI-based Ising models that could enhance the practicality of...
NasdaqGS:HTO
NasdaqGS:HTOWater Utilities

Does Strong Q1 Earnings And A Higher Dividend Change The Bull Case For H2O America (HTO)?

In late April 2026, H2O America reported first‑quarter results showing sales of US$183.29 million and net income of US$19.01 million, both higher than a year earlier, alongside basic earnings per share from continuing operations of US$0.50. On the same day, the board increased the annualized dividend to an expected US$1.76 per share for 2026, up from US$1.68 in 2025, signaling management’s willingness to return more cash to shareholders. We’ll now examine how this combination of higher...
NYSE:USB
NYSE:USBBanks

Did Strong Q1 Beat and BTIG Deal Plans Just Shift U.S. Bancorp's (USB) Investment Narrative?

In recent days, U.S. Bancorp reported Q1 2026 results that exceeded Wall Street expectations, with higher net income, stronger fee revenue, and reaffirmed full-year guidance supported by momentum in payments, institutional services, and commercial banking. The bank coupled this earnings strength with ongoing senior unsecured fixed-rate note issuance, highlighting its continued access to debt markets while it pursues growth initiatives such as the pending acquisition of BTIG. We’ll now...
NYSE:HSY
NYSE:HSYFood

A Look At Hershey (HSY) Valuation After Strong Q1 Beat And Margin Tailwinds From Lower Cocoa Costs

Hershey (HSY) is back in focus after first quarter 2026 results exceeded market expectations, with margin expansion helped by lower cocoa costs, alongside reaffirmed full year guidance and a fresh confirmation of its quarterly dividend. See our latest analysis for Hershey. That earnings beat and margin recovery have come after a choppy few months, with a 30 day share price return of 9.6% decline and a 90 day share price return of 19.2% decline, while the 1 year total shareholder return of...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

Assessing ServiceTitan (TTAN) Valuation After Recent Share Price Swings And Mixed Performance Signals

What recent moves in ServiceTitan tell you ServiceTitan (TTAN) has drawn fresh attention after a recent swing in its share price, with the stock closing at $65.30 and showing mixed short term returns while longer term performance remains weak. See our latest analysis for ServiceTitan. The recent 1 day share price return of 3.91% and 7 day share price return of 9.82% come against a year-to-date share price return decline of 35.72% and a 1-year total shareholder return decline of 43.71%,...
NasdaqGM:PRCT
NasdaqGM:PRCTMedical Equipment

A Look At PROCEPT BioRobotics (PRCT) Valuation After Q1 Earnings And Reaffirmed Growth Guidance

PROCEPT BioRobotics (PRCT) is back in focus after first quarter earnings showed sales of US$83.13 million and a wider net loss, alongside reaffirmed full year 2026 revenue and loss guidance. See our latest analysis for PROCEPT BioRobotics. The stock is trading at US$25.44, with recent momentum reflected in a 1 month share price return of 9.7% and a 7 day share price return of 5.8%. However, the year to date share price return of 17.3% and 1 year total shareholder return of 53.6% indicate that...
NYSE:DNOW
NYSE:DNOWTrade Distributors

DNOW (DNOW) Q4 EPS Loss Of US$1.03 Challenges Bullish Profitability Narratives

DNOW (DNOW) closed out FY 2025 with Q4 revenue of US$959 million and a basic EPS loss of US$1.03, while trailing 12 month figures show revenue of US$2.8 billion and a basic EPS loss of US$0.76. Over recent quarters the company has seen revenue move from US$571 million in Q4 2024 to between US$599 million and US$634 million across the first three quarters of 2025, with quarterly EPS ranging from US$0.12 to US$0.24 over that period before the latest loss, presenting a mixed picture for the...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI) Is Up 5.1% After 108-Qubit Launch And Q1 Outlook Update – Has The Bull Case Changed?

In recent months, Rigetti Computing has launched its 108-qubit Cepheus-1-108Q quantum system on its own cloud and AWS, advanced gate fidelities toward commercial benchmarks, and prepared to report Q1 2026 results that will highlight progress on orders such as Novera deployments and the US$8.4 million C-DAC system. This combination of technical milestones, expanding cloud access, and an upcoming earnings update has sharpened attention on whether Rigetti can convert its technology roadmap and...
NYSE:BILL
NYSE:BILLSoftware

Bill Holdings (BILL) Returns To Quarterly Loss Challenging Profitability Inflection Narrative

Bill Holdings (BILL) has just posted Q2 2026 results with revenue of US$414.7 million and a basic EPS loss of US$0.03, alongside net income loss of US$2.6 million. This puts fresh numbers in front of investors watching its path toward profitability. Over recent quarters the company has seen revenue move from US$362.6 million in Q2 2025 to US$414.7 million in Q2 2026, while basic EPS shifted from a profit of US$0.33 in Q2 2025 to a modest loss in the latest quarter, keeping the focus squarely...
NYSE:DX
NYSE:DXMortgage REITs

Dynex Capital’s Expanded Buybacks and ATM Program Could Be A Game Changer For DX

Dynex Capital, Inc. previously amended its at-the-market equity distribution agreement to add Goldman Sachs and Morgan Stanley as sales agents, while its board authorized repurchases of up to US$300 million in common stock and US$50 million in preferred stock and declared a US$0.17-per-share dividend payable on May 1. This combination of expanded capital-raising capacity and sizeable buyback approval highlights management’s focus on actively shaping Dynex Capital’s balance sheet and...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS) Earnings Surge To US$1.04 EPS Challenges Profitability Skeptics

HubSpot (HUBS) has rounded out FY 2025 with fourth quarter revenue of US$846.7 million and basic EPS of US$1.04, alongside trailing 12 month revenue of US$3.1 billion and basic EPS of US$0.88, during a period where reported earnings growth and net profit margin improvement have been highlighted as key positives. The company has seen quarterly revenue move from US$703.2 million in Q4 2024 to US$846.7 million in Q4 2025, while basic EPS shifted from US$0.10 to US$1.04 over the same quarters...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

A Look At NovoCure (NVCR) Valuation After Raised 2026 Revenue Guidance And Q1 Beat

NovoCure (NVCR) has drawn fresh attention after reporting first quarter 2026 revenue that exceeded expectations and raising its full-year revenue outlook to a range of US$690 million to US$710 million. See our latest analysis for NovoCure. The strong Q1 update and higher 2026 revenue guidance have arrived alongside a sharp shift in sentiment, with a 62.61% 1 month share price return and a 65.98% 3 month share price return contrasting with a 3.50% 1 year total shareholder return decline. This...
NasdaqGS:HON
NasdaqGS:HONIndustrials

A Look At Honeywell International (HON) Valuation After Recent Share Price Volatility

How Honeywell International Stock Has Been Performing Honeywell International (HON) has drawn attention after a mixed period for the stock, with a small 1 day decline, a modest gain over the past week, and negative returns over the past month and past 3 months. Even with that recent volatility, the stock shows a positive return year to date and over the past year, with longer term total returns over 3 and 5 years also in positive territory based on the figures provided. See our latest...
NYSE:ROK
NYSE:ROKElectrical

Is It Too Late To Consider Rockwell Automation (ROK) After Its 56% One-Year Rally?

If you are wondering whether Rockwell Automation's current share price lines up with its underlying worth, this article walks through what the data actually says about value. The stock last closed at US$448.55, with returns of 9.7% over 7 days, 21.4% over 30 days, 12.5% year to date, 56.4% over 1 year, 74.6% over 3 years and 83.8% over 5 years. Recent coverage has focused on how Rockwell Automation fits into themes like automation, robotics and industrial digitization, which often draw...
NYSE:XPEV
NYSE:XPEVAuto

Should XPeng’s April Delivery Uptick and Governance Changes Require Action From XPeng (XPEV) Investors?

In April 2026, XPeng Inc. reported past-month deliveries of 31,011 vehicles, a 13% increase from March, while also proposing amendments to its memorandum and articles of association to enhance shareholder meeting access and align with updated corporate governance standards. Together, the stronger April delivery volumes and governance-focused bylaw changes highlight XPeng’s efforts to balance operational execution with evolving shareholder protections and oversight. We’ll now examine how...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Returns To Quarterly Profit Challenging Bearish Loss-Making Narrative

Microchip Technology (MCHP) has just posted Q3 2026 results with revenue of US$1,186 million, Basic EPS of US$0.06 and net income of US$34.9 million, giving investors a cleaner snapshot after a period of mixed quarterly earnings. The company has seen revenue move from US$970.5 million in Q4 2025 to US$1,186 million in Q3 2026, while Basic EPS has ranged from a loss of US$0.29 in Q4 2025 to a profit of US$0.06 in the latest quarter. This sets the stage for investors to focus squarely on how...
NYSE:CVSA
NYSE:CVSAConsumer Services

Covista (CVSA) Margin Expansion To 13.4% Tests Slower Growth Narrative After Q2 2026 Results

Covista (CVSA) has just posted Q2 2026 numbers with revenue of US$503.4 million and basic EPS of US$2.13, setting the tone for another earnings season update that puts both top and bottom lines in clear focus. The company has seen revenue move from US$447.7 million in Q2 2025 to US$503.4 million in Q2 2026, while basic EPS over the same quarters shifted from US$1.86 to US$2.13. This gives a straightforward read on how sales and per share earnings have tracked together into this latest print...