U.S. Software Stock News

Insider moves and governance shifts put First American Financial (FAF) in focus First American Financial (FAF) is drawing attention after Q1 earnings exceeded forecasts, followed by analysts lifting expectations and the Executive Chairman canceling unvested equity awards to avoid potential dilution. Investors are also watching insider activity, including Senior Vice President and Chief Legal Officer Lisa W. Cornehl’s recent sale of 5,823 shares, along with her remaining direct holdings and...

In early May 2026, Chesapeake Utilities Corporation reported first-quarter 2026 results showing higher sales of US$363 million, revenue of US$353.1 million, and net income of US$59.3 million, alongside an increase in diluted earnings per share from continuing operations to US$2.47 compared with a year earlier. At the same time, the company’s board approved a 7.3% increase in the quarterly dividend to US$0.735 per share, reinforcing its long-standing pattern of uninterrupted and annually...

In early May 2026, Fortinet reported first-quarter revenue of US$1,849.6 million and net income of US$534.5 million, both higher than a year earlier, while also launching new FortiGate G series firewalls and FortiOS 8.0 to address AI-driven security needs across data centers and distributed networks. The combination of stronger profitability and AI-focused product expansion, supported by custom ASIC acceleration and integrated threat intelligence, highlights Fortinet’s push to secure rising...

In early May 2026, OSI Systems, Inc. reported third-quarter revenue of US$453.25 million and nine‑month revenue of US$1.30 billion, alongside slightly lower quarterly earnings, while reiterating its fiscal 2026 revenue guidance range of US$1.83 billion to US$1.87 billion. The combination of revenue growth, compressed margins, unchanged full‑year earnings guidance, and insider share sales has drawn attention to the company’s profitability trajectory and cost discipline. With profitability...

Avis Budget Group reported past first-quarter 2026 results with sales of US$2,530 million, a net loss of US$283 million, and a smaller loss per share than a year earlier. Management’s emphasis on record vehicle utilization, tighter fleet discipline, and a higher full-year adjusted EBITDA outlook points to a sharper focus on efficiency over sheer rental volume. We’ll now explore how this efficiency-led guidance upgrade may reshape Avis Budget Group’s existing investment narrative built around...

Recent commentary from Baron Capital and a maintained Buy rating from Citigroup have pushed Waystar Holding (WAY) back into focus, as Q1 2026 results highlighted its AI-driven revenue cycle management platform and financial performance. See our latest analysis for Waystar Holding. Despite a 5.58% 1 day share price return bringing the stock to $21.01, the 30 day share price return of 8.09% and year to date share price return of 33.03% point to fading momentum. At the same time, the 1 year...

Earnings and dividend update for Republic Services stock Republic Services (RSG) drew fresh attention after reporting first quarter 2026 earnings, with higher sales, net income and earnings per share, alongside confirming its regular quarterly dividend. For the quarter ended March 31, 2026, Republic Services reported sales of US$4,113 million compared with US$4,009 million a year earlier. Net income was US$525 million versus US$495 million, with basic and diluted earnings per share from...

In early May 2026, West Pharmaceutical Services, Inc. reported first-quarter results that exceeded earnings and revenue expectations, alongside routine annual meeting outcomes including director elections, advisory approval of executive pay, and ratification of its auditor. An investor proposal to require an independent board chair failed, while directors collectively received new restricted stock unit grants that further align their compensation with future company performance. We’ll now...

InnovAge Holding (INNV) has drawn fresh attention after reporting third quarter results and lifting its fiscal 2026 revenue outlook to US$950 million to US$975 million, while quarterly net loss widened due to higher legal and litigation expenses. See our latest analysis for InnovAge Holding. The stock has cooled slightly after the earnings and guidance update, with a 1-day share price return of 0.49% decline and a 7-day share price return of 0.86% decline. However, the year-to-date share...

Q1 2026 earnings event reshapes the story Old Second Bancorp (OSBC) just posted Q1 2026 results that combine higher net income, a completed acquisition that expanded assets and footprint, and a clear rise in credit costs tied to problem loans. See our latest analysis for Old Second Bancorp. At a share price of $21.08, Old Second Bancorp has a year to date share price return of 8.21%. Its 1 year total shareholder return of 27.57% and 3 year total shareholder return of 95.98% point to momentum...

In early May 2026, Zacks highlighted Credicorp as holding a Rank #2 (Buy) with a Value grade of A, pointing to attractive valuation metrics such as Forward P/E, P/B, and P/CF that suggest the stock may currently be undervalued. An interesting angle for investors is how this recognition of Credicorp’s valuation and earnings outlook frames it as a potentially strong value-oriented financial services play, particularly given its diversified operations across banking, insurance, and health...

One of the biggest stories of last week was how Installed Building Products, Inc. ( NYSE:IBP ) shares plunged 25% in...

With inflation readings still elevated in many countries, bond yields reacting to every policy hint and trade flows shifting across regions, it is easy to feel stuck on the sidelines. One way to cut through the noise is to focus on founder-led companies where leadership has real skin in the game and capital is used carefully. This screener does exactly that, filtering for businesses where founders are still in charge and closely aligned with shareholders. In this article, you will see three...

Atmus Filtration Technologies (ATMU) is back in focus after reporting first quarter 2026 results, with higher sales and net income than a year ago, and reaffirmed full year 2026 earnings guidance. See our latest analysis for Atmus Filtration Technologies. The reaffirmed 2026 guidance and recent buyback activity come against a mixed trading backdrop, with a 1 day share price return of 1.09%, a 7 day share price decline of 13.50%, a year to date share price return of 4.64%, and a 1 year total...

In early May 2026, MACOM Technology Solutions Holdings reported fiscal second-quarter sales of US$288.96 million and net income of US$46.33 million, with earnings per share rising on both a basic and diluted basis versus a year earlier. The company coupled this strong quarter with raised data center growth expectations, record backlog across all three end markets, and a balance sheet bolstered by retiring US$161 million of convertible notes and committing fresh investment into IQE to secure...

Safehold Inc. recently reported first-quarter 2026 results, with sales rising to US$30.02 million from US$21.38 million a year earlier, while net income was US$28.86 million, slightly below the prior-year US$29.36 million, and basic and diluted EPS both came in at US$0.40 versus US$0.41. In the same period, Safehold completed a US$7.00 million repurchase of 436,328 shares, retiring about 0.61% of its share count and subtly reshaping its capital structure alongside higher quarterly...

Earnings trigger puts Delek US Holdings (DK) under closer scrutiny Delek US Holdings (DK) just released first quarter 2026 results, reporting sales of US$2,653.1 million compared with US$2,641.9 million a year earlier, alongside a wider net loss of US$201.3 million. The company reported basic and diluted loss per share from continuing operations of US$3.34, compared with US$2.78 in the prior year quarter. This combination can prompt investors to reassess how they view the stock. See our...

Cousins Properties (CUZ) has filed a shelf registration to offer up to 5,000,000 shares of common stock, valued at about $130.25 million, in connection with its employee stock ownership plan. See our latest analysis for Cousins Properties. Cousins Properties' 18.19% 1 month share price return and 2.50% 7 day share price return suggest momentum has picked up recently, even though the 1 year total shareholder return of 0.90% decline contrasts with a 49.82% gain over three years. After the ESOP...

In early May 2026, MongoDB announced a suite of AI-focused upgrades at MongoDB.local London, including Automated Voyage AI Embeddings in public preview, the general release of MongoDB 8.3 with substantial performance gains over version 8.0, and new tools like the LangGraph.js Long-Term Memory Store and cross-region AWS PrivateLink support. The company is positioning itself as a unified AI data platform, aiming to let enterprises run production AI agents with real-time data, vector search,...

FuelCell Energy (FCEL) is back in focus after recent quarterly results showed a 61% year-over-year improvement in loss per share, alongside a clear push into grid-constrained, AI-oriented data center projects. See our latest analysis for FuelCell Energy. The stock has pulled back 4.1% on a 1 day share price return and 5.5% over the past week, after a sharp 95.9% 1 month share price return and 50.3% year to date. The 1 year total shareholder return of 193.1% contrasts with steep 3 and 5 year...

Arlo Technologies (ARLO) drew fresh attention after Q1 2026 results topped Wall Street expectations, with 26% year over year revenue growth, stronger subscriptions and services, and a new US$50 million share buyback. See our latest analysis for Arlo Technologies. The Q1 beat and buyback news landed against a backdrop of firm momentum, with a 90 day share price return of 20.16% and a 1 year total shareholder return of 40.04%, while the 3 year total shareholder return of 111.35% points to a...

In early May 2026, a federal judge in the Southern District of New York dismissed a securities lawsuit against MINISO Group Holding, ruling that investors had not sufficiently supported their claims around the Retail Partner Model and joint venture disclosures. This legal outcome removes a potential liability overhang and clarifies the company’s disclosure practices, which may influence how investors assess its governance and risk profile. With the lawsuit dismissed at the district court...

In early May 2026, The Carlyle Group Inc. reported first-quarter revenue of US$254 million, a steep drop from US$973.1 million a year earlier, and swung from a net profit of US$130 million to a net loss of US$132.2 million. Shortly after releasing these results, Carlyle filed a broad shelf registration covering common and preferred stock, debt securities, and various hybrid instruments, giving it flexibility to raise capital across multiple formats. We’ll now examine how Carlyle’s sharp...

Pitney Bowes recently reported past first-quarter 2026 results showing revenue of US$477.41 million versus US$493.42 million a year earlier, while net income rose to US$58.14 million and the company reaffirmed its full-year revenue outlook, raised its quarterly dividend to US$0.10, advanced its share repurchase program, and continued pursuing tuck-in Presort acquisitions. The company also secured Impact Level 4 Provisional Authorization for its SendPro 360 platform, reinforcing its position...