U.S. Software Stock News

Albemarle (ALB) reported a much stronger first quarter, with energy storage and lithium pricing doing the heavy lifting, and the company followed that by raising its full year outlook for the specialties segment. See our latest analysis for Albemarle. The strong first quarter and higher outlook have been reflected in Albemarle’s momentum, with a 30 day share price return of 20.93% and a year to date share price return of 45.90%. The 1 year total shareholder return is about 3.5x and well ahead...

If you are wondering whether Datadog stock is priced for perfection or still leaves room for value, the starting point is understanding what the current market price is really reflecting. At a recent close of US$202.32, the stock has posted returns of 37.9% over 7 days, 92.0% over 30 days, 51.2% year to date, 78.4% over 1 year, 128.6% over 3 years and 149.7% over 5 years. Recent moves sit against a backdrop of ongoing attention on software and cloud infrastructure companies, with Datadog...

AXT, Inc. reported past first-quarter 2026 results with sales of US$26.92 million and a net loss of US$1.62 million, a substantial improvement on the prior year’s performance. The company’s progress was linked to higher volumes and a richer mix of indium phosphide products supporting AI-oriented optical infrastructure demand and margin recovery efforts. We’ll now examine how this improved AI-focused product mix and earnings performance could influence AXT’s existing investment narrative and...

RB Global (RBA) reported first quarter results with revenue of US$1,234.6m and net income of US$135.5m, compared with US$1,108.6m and US$113.4m a year earlier, drawing fresh attention to the stock. See our latest analysis for RB Global. The stock has moved higher in the very short term, with a 1 day share price return of 1.11%, but the 90 day share price return is down 12.35%, while the 3 year total shareholder return of 104.45% points to a very strong longer term outcome. Recent quarterly...

If you are wondering whether Arthur J. Gallagher stock is attractively priced or starting to look stretched, the recent share price moves raise some timely valuation questions. The stock last closed at US$198.57, with the share price down 4.1% over the past week, 7.0% over the past month, 22.4% year to date, and 39.5% over the last year, which may signal changing expectations or risk perception among investors. Recent coverage has focused on the company as a large US insurance broker and...

Wondering whether Advanced Micro Devices is priced for perfection or still offers value at current levels is a natural question when a stock has captured so much attention. Advanced Micro Devices recently closed at US$458.79, with returns of 34.3% over 7 days, 87.2% over 30 days, 105.3% year to date and 324.3% over the past year, which has clearly changed how many investors think about its risk and reward profile. Recent headlines have focused on Advanced Micro Devices as a key player in...

Oculis Holding AG has reported a first-quarter 2026 net loss of CHF 28.85 million on revenue of CHF 0.209 million, while advancing late-stage ophthalmology programs including Phase 3 trials for OCS-01 in diabetic macular edema and Privosegtor in optic neuritis under strengthened FDA and EMA guidance. Regulatory backing for Privosegtor through a Special Protocol Assessment, Breakthrough Therapy and PRIME designations, alongside an eye-drop approach for diabetic macular edema, underscores...

In recent months, Blue Owl Capital Inc. reported first-quarter 2026 results that missed analyst expectations, cut its upcoming dividend, executed share repurchases totaling US$78.58 million since early 2025, and increased its latest quarterly dividend to US$0.23 per share, alongside appointing Deva Mishra to lead its insurance solutions business starting July 6, 2026. At the same time, the firm has capped withdrawals in certain private credit funds amid heavy redemption requests, bringing...

Compass earnings spark fresh interest in the stock Compass (COMP) is back in focus after first quarter results showed sales of $2,704 million, net income of $22 million and earnings of $0.03 per share from continuing operations. See our latest analysis for Compass. The earnings swing back to profit and fresh revenue guidance for the second quarter sit alongside a 7 day share price return of 24.08%, while the stock is still down 31.35% over 90 days, with long term total shareholder returns...

Skyworks Solutions (SWKS) recently reported second quarter results showing sales of US$943.7 million and net income of US$35.6 million, along with new revenue guidance and a reaffirmed quarterly dividend. See our latest analysis for Skyworks Solutions. The stock reacted positively to the latest earnings, with a 1-day share price return of 5.02% and a 30-day share price return of 24.43%. However, the 5-year total shareholder return shows a decline of 51.08%, indicating that longer term...

On April 28, 2026, Prologis’ board declared a regular quarterly cash dividend of US$1.07 per common share and a US$1.0675 dividend on its 8.54% Series Q Cumulative Redeemable Preferred Stock, both payable on June 30, 2026, to holders of record as of June 16, 2026. Alongside these dividend decisions, Prologis has been drawing increased attention for its expanding role in data center-related logistics and its updated 2026 earnings guidance. We’ll now look at how Prologis’ growing data center...

Earnings beat, raised guidance put Zebra Technologies (ZBRA) in focus Zebra Technologies (ZBRA) just posted first quarter revenue of US$1,495 million with net income of US$135 million, alongside higher full year and second quarter 2026 sales guidance that points to management confidence. See our latest analysis for Zebra Technologies. The raised guidance comes after a tough stretch for investors, with the share price down 15.44% over 90 days and the 1 year total shareholder return declining...

In the past quarter, Casella Waste Systems, Inc. reported first-quarter 2026 sales of US$457.33 million, a net loss of US$5.54 million, and revised full-year 2026 guidance to higher revenues of US$2.06–US$2.08 billion but lower expected net income of US$4–US$10 million. This unusual combination of stronger revenue expectations but sharply reduced profit guidance raises questions about cost pressures, margin quality, and the earnings trajectory underpinning prior market assumptions. We’ll now...

Recent share performance in focus Sportradar Group (NasdaqGS:SRAD) has come onto investors’ radar after a period of weak share performance, with the stock down 17% over the past month and 26% over the past 3 months. See our latest analysis for Sportradar Group. That recent slide sits on top of a wider losing streak, with the share price down 45.11% year to date and the 1 year total shareholder return also declining 44.73%, although the 3 year total shareholder return is still positive at...

In early May 2026, Elevance Health reported a Q1 earnings beat with adjusted EPS of US$12.58 versus the US$10.80 consensus and raised its full-year 2026 adjusted EPS guidance to at least US$25.50, attributing the performance mainly to strong medical cost management. Despite prior headwinds from a multi-billion-dollar Blue Cross Blue Shield antitrust settlement and an ongoing Medicare Advantage investigation, the latest results highlighted how cost controls and operational discipline can...

Wondering whether Lowe's Companies at around US$226.06 is offering you fair value or a potential bargain? This article focuses squarely on what the current price could mean for investors. The stock is up 1.0% over the past week, but has fallen 7.4% over the last 30 days and is down 8.4% year to date and 1.0% over the past year. This sits against longer term returns of 18.9% over three years and 28.0% over five years. Recent headlines around Lowe's Companies have mainly centered on its...

Kosmos Energy reported record first-quarter 2026 production of about 74,800 boepd, up 25% from a year earlier, alongside revenue of US$370.9 million but a wider net loss of US$225.57 million. The higher output, driven by the ramp-up at Greater Tortue Ahmeyim and new Jubilee wells, comes as Kosmos accelerates debt-reduction plans supported by recent equity and bond issuances and planned asset sales. We’ll now examine how record Q1 production and progress on debt reduction affect Kosmos...

In early May 2026, ICON Public Limited Company disclosed that it would miss the SEC deadline for filing its next Form 20-F, creating uncertainty around the timing of its latest audited financial information. At the same time, large institutional investors such as FMR LLC and Invesco Ltd. reported passive holdings each above 5% of ICON’s shares, underscoring ongoing institutional interest despite the reporting delay. We’ll now examine how ICON’s delayed 20-F filing, against this backdrop of...

Alignment Healthcare (ALHC) has attracted fresh attention after being selected to join the S&P SmallCap 600, and has also reported first quarter earnings with revenue of US$1,235.2 million and net income of US$11.42 million. See our latest analysis for Alignment Healthcare. Despite the index inclusion and recent return to profitability, Alignment Healthcare’s share price has pulled back, with the 1-month share price return down 16.29% and the year-to-date share price return down 15.13%...

Sunstone Hotel Investors, Inc. reported past first-quarter 2026 results showing higher sales of US$161.05 million, revenue of US$259.71 million, and net income of US$18.56 million, while also affirming a US$0.0900 common dividend and declaring cash dividends on its Series G, H, and I preferred shares payable July 15, 2026. Alongside these results, the company raised its full-year 2026 net income guidance range and projected full-year preferred dividends of about US$16 million to US$17...

STAG Industrial, Inc. reported past first-quarter 2026 results showing revenue of US$224.21 million, up from US$205.57 million a year earlier, while net income fell to US$62.00 million and diluted EPS to US$0.32. Alongside weaker profitability, the Board authorized a second-quarter 2026 cash dividend of US$0.3875 per share, underscoring management’s continued income focus for shareholders. With revenue rising but earnings per share tightening, we’ll examine how these results and the...

For investors wondering if JPMorgan Chase at around US$300 is still a solid opportunity or if most of the easy gains are behind it, this article focuses on what the current price suggests about value. The stock is down about 2.5% over the past week and 3.2% over the past month, while still showing a 17.6% gain over the past year and more than doubling over the past 5 years. Recent headlines have focused on JPMorgan Chase's role as a major US bank in a period when investors are paying close...

In early May 2026, DuPont de Nemours reported first‑quarter 2026 results showing higher sales, a return to profitability, raised full‑year 2026 net sales guidance to between US$7,155 million and US$7,215 million, and the completion of a US$500 million share repurchase program covering 12,228,858 shares, or 2.93% of its stock. These updates suggest management is reinforcing its refocused portfolio in electronics, healthcare, and water technologies while using buybacks to concentrate ownership...

Targa Resources Corp. reported first-quarter 2026 results, with revenue of US$4,094.7 million but a sharp increase in net income to US$479.6 million and diluted EPS from continuing operations of US$2.21, while continuing its August 2024 buyback program by repurchasing 227,801 shares for US$54.97 million. The combination of record profitability, higher adjusted EBITDA guidance, and ongoing share repurchases highlights how Targa is using rising cash generation to support both growth projects...