U.S. Software Stock News

In the past quarter, investment firm Ruane Cunniff disclosed a significant new position in Sunbelt Rentals Holdings, acquiring more than 5.4 million shares and making the stock a major holding in its portfolio. This sizeable commitment from a long-term, quality-focused investor brings fresh attention to Sunbelt Rentals Holdings’ business fundamentals ahead of its upcoming fiscal 2026 results call scheduled for June 23, 2026. We’ll now examine how Ruane Cunniff’s large new stake could...

Bristow Group (VTOL) shares were in focus after the company reported first quarter 2026 results, showing revenue of US$388.71 million and net income of US$13.11 million, alongside affirmed full year revenue guidance. See our latest analysis for Bristow Group. At a share price of US$42.50, Bristow Group has seen the 1 month share price return fall 12.35% and the 3 month share price return ease 3.85%, even as the 1 year total shareholder return sits at 44.37% and the 3 year total shareholder...

Stock performance snapshot and recent context Lincoln National (LNC) has drawn investor attention after recent share price moves, with the stock closing at US$34.69 and showing mixed total returns over different periods, including gains over the past year and declines year to date. See our latest analysis for Lincoln National. Recent trading has been choppy, with the 1 day share price return of 0.93% contrasting with share price declines over the past month and quarter. At the same time, the...

Taboola.com Ltd. recently reported first-quarter 2026 results, with sales of US$466.4 million and net income of US$59.07 million, and also presented at the 21st Annual Needham Technology, Media, & Consumer Conference in New York. The company not only returned to profitability but also raised its 2026 revenue guidance to between US$2.01 billion and US$2.06 billion, alongside higher gross profit expectations, signaling increased confidence in its operating outlook. Next, we’ll examine how...

Service Properties Trust has released its first-quarter 2026 results, reporting sales of US$99.88 million, total revenue of US$364.45 million, and a net loss of US$151.18 million, with basic loss per share from continuing operations of US$0.91. Compared with the same period a year earlier, the REIT’s slightly lower sales, sharply reduced revenue and wider net loss highlight ongoing earnings pressure across its portfolio. We’ll now examine how this wider quarterly net loss shapes Service...

Q3 earnings beat and guidance tweak put Performance Food Group in focus Performance Food Group (PFGC) has come into focus after fiscal Q3 results topped expectations on revenue and adjusted EPS, alongside higher case volumes, market share gains, and a narrower, slightly higher full-year 2026 guidance range. See our latest analysis for Performance Food Group. The stock has a US$96.14 share price today, with a 7 day share price return of 2.2% and a year to date share price return of 9.19%. The...

Interparfums, Inc. recently reported first-quarter 2026 results showing year-over-year increases in sales to US$344.89 million and net income to US$43.37 million, reaffirmed its full-year 2026 sales guidance of US$1.48 billion and EPS of US$4.85, maintained its regular US$0.80 per share quarterly dividend, and changed its independent auditor from Forvis Mazars, LLP to Grant Thornton, LLP. While the company continues to work through previously disclosed material weaknesses in internal...

In early May 2026, LCI Industries reported first-quarter sales of US$1,090.52 million and net income of US$62.95 million, reaffirmed its 2026 revenue and margin guidance, and its Board approved a regular quarterly dividend of US$1.15 per share payable in June 2026. Alongside these results, a director’s equity awards conversion and the company’s maintained full-year outlook offer investors additional insight into management’s confidence and capital return priorities. We’ll now explore how...

Ball (BALL) just paired stronger than anticipated first quarter results with an update on its share repurchase activity, giving investors fresh data on both operating performance and capital returns. See our latest analysis for Ball. Despite the strong first quarter update and ongoing buybacks, the stock has pulled back, with a 30 day share price return of 13.46% lower and a 90 day share price return of 16.15% lower. At the same time, the 1 year total shareholder return of 4.21% and 3 year...

Meritage Homes stock snapshot after recent performance trends Meritage Homes (MTH) has drawn investor attention after the stock declined about 10% over the past month and roughly 24% over the past 3 months, with a market value near US$3.9b. See our latest analysis for Meritage Homes. At a share price of US$61.21, Meritage Homes has seen its short term momentum fade, with a 30 day share price return of down 10.08% and a 1 year total shareholder return of down 7.44%, compared with positive...

Why Alphatec Holdings Stock Is Back in Focus Alphatec Holdings (ATEC) is under pressure after a law firm announced a securities fraud investigation tied to weaker than expected Q1 2026 results, equipment installation challenges, and unfulfilled committed unit orders. See our latest analysis for Alphatec Holdings. The stock has bounced 5.61% on a 1 day share price return and 15.74% over the past week, but that follows a much steeper 61.03% year to date share price decline and a 37.91% fall in...

Independent research identified FICO Score 10T as the most predictive credit score for first-time homebuyer mortgage risk versus VantageScore 4.0. Fair Isaac (NYSE:FICO) has made Score 10T available at no cost so lenders can test and evaluate the model. The move comes as the company faces competitive and regulatory pressures around credit scoring standards. For investors watching Fair Isaac, the focus is on how the core scoring franchise holds up as credit markets and regulations evolve...

Entergy’s new industrial power deal Entergy (ETR) has agreed to supply electric services to Hyundai Steel and Posco’s upcoming electric arc furnace mill in Donaldsonville, Louisiana, tying the utility to Hyundai Motor Group’s first North American steelmaking project. See our latest analysis for Entergy. Despite a recent pullback, with a 7 day share price return of around 3% lower and a 30 day share price return down about 5.1%, Entergy’s year to date share price return of 16.8% and 1 year...

Telephone and Data Systems (TDS) drew attention after first quarter 2026 results showed revenue of US$309.45 million and net income of US$144.59 million, compared with US$290.43 million and US$7.47 million a year earlier. See our latest analysis for Telephone and Data Systems. The earnings release comes after a mixed stretch for the stock, with a 1-day share price return of 2.27% taking Telephone and Data Systems to US$41.42. Over the last 30 days, the share price return is down 9.60%, and...

Loews Hotels & Co recently signed a letter of intent to develop a 500-room convention center hotel in Downtown Pittsburgh, part of a US$418 million public-private investment expected to support thousands of union construction and permanent jobs. The project is positioned as a cornerstone of Pennsylvania’s 10-year plan to revitalize Downtown Pittsburgh and strengthen the city’s convention and tourism infrastructure. We’ll now examine how this large-scale Pittsburgh convention hotel plan...

Lindblad Expeditions Holdings, Inc. recently reported first-quarter 2026 results, with sales rising to US$208.01 million and net income increasing to US$6.5 million, while also confirming no share repurchases so far this year and completing a long-running buyback program initiated in 2015. These company updates came as broader concerns about higher energy costs and record-low consumer sentiment raised questions about future discretionary travel demand for Lindblad’s expedition-focused...

Investor enthusiasm around AutoZone’s expansion plans AutoZone (AZO) has attracted fresh attention after Latitude Investment Management’s Q4 2025 letter spotlighted the company’s rapid store expansion plans, in line with supportive research commentary from firms such as Wells Fargo and Citi. See our latest analysis for AutoZone. Investor optimism around AutoZone’s expansion and institutional interest sits against a mixed performance picture, with the share price up 1.9% year to date, the 1...

American Express (AXP) is back in focus after a broker upgrade that followed stronger than expected first quarter results and news of a multi year global partnership with the National Football League. See our latest analysis for American Express. Despite the broker upgrade and new NFL partnership, the share price is down 16.23% year to date and 9.37% over 90 days, while the 1 year total shareholder return of 5.42% and 3 year total shareholder return of 108.04% point to strong longer term...

Middleby (MIDD) is reshaping its business with the launch of Midera Food Processing Inc., a dedicated food processing company that is expected to be separated and distributed to existing shareholders. See our latest analysis for Middleby. Middleby’s recent news comes after a mixed stretch for the stock, with the 90 day share price return down 11.71% and the 1 year total shareholder return down 4.36%, while the 3 year total shareholder return is modestly positive at 1.93%. This suggests...

In May 2026, Calix, Inc. expanded its AI-native Calix One platform with new Wi-Fi 7 appliances and 50G-PON capabilities, while shareholders also approved a shift to simple majority voting at the annual meeting. Together, these moves highlight Calix’s focus on deepening its cloud-managed connectivity ecosystem for service providers and refining its corporate governance framework. Next, we’ll explore how the expanded Wi-Fi 7 portfolio for Calix One could influence the company’s existing...

Why Regal Rexnord stock is on investors’ radar after fresh earnings Regal Rexnord (RRX) has drawn fresh attention after reporting first quarter results, with sales of US$1,479.1 million and net income of US$64.3 million, both above the figures reported a year earlier. See our latest analysis for Regal Rexnord. The earnings beat has arrived at a time when the share price has cooled in the short term, with the stock down 4.53% on a 1 day share price return and 10.94% on a 7 day share price...

Bel Fuse (NasdaqGS:BELF.A) has completed a substantial follow-on equity offering, increasing its capital base. The company has also filed a new universal shelf registration, expanding its options for issuing future securities. These recent actions materially change Bel Fuse’s capital flexibility and tools for funding future corporate needs. Bel Fuse supplies power, protection, and connectivity products used across a wide range of electronic equipment, so access to flexible capital can be...

Centene (NYSE:CNC) has appointed Daniel Finke as Group President, Medicaid and Marketplace. Michael Carson has been named Group President, Medicare and Specialty. The new roles place fresh leadership over Centene’s core government sponsored and specialty health businesses. For investors watching NYSE:CNC, these leadership moves come with the stock at $58.23 and showing mixed medium and longer term performance. The share price is up 3.3% over the past week and 52.6% over the past month,...

Q1 earnings spark volatility in Quantum Computing stock Quantum Computing (QUBT) reported first quarter 2026 earnings with sales of US$3.69 million and a net loss of US$4.05 million, followed by sharp share price swings driven by sector wide profit taking. See our latest analysis for Quantum Computing. The stock has swung sharply around the Q1 release, with a 1 day share price return of down 7.52% and a year to date share price return of down 11.76%. The 3 year total shareholder return is...