U.S. Software Stock News

In early May 2026, Wintrust Financial Corporation filed an omnibus shelf registration covering debt securities, common and preferred stock, depositary shares, warrants, stock purchase contracts, and stock purchase units, giving it the option to issue these instruments over time. This broad shelf registration enhances Wintrust Financial’s flexibility to access capital markets quickly, which can influence how investors view its future funding and growth options. With this expanded financing...

Lantronix, Inc. recently filed for a US$30.00 million at-the-market follow-on common stock offering after reporting third-quarter 2026 results that showed higher quarterly sales and a smaller net loss year-on-year. At the same time, Lantronix unveiled its Open-Q 8550CS micro SOM and NDAA- and TAA-compliant Drone Reference Platform, aiming to accelerate AI-enabled drone development for defense and commercial OEMs. We’ll now examine how the new drone-focused Open-Q 8550CS and Drone Reference...

Euronet Worldwide (EEFT) stock is in focus after first quarter 2026 results showed sales of US$1,011.8 million, with net income of US$37.5 million and diluted EPS from continuing operations of US$0.83. See our latest analysis for Euronet Worldwide. The earnings release and recent buyback activity come after a mixed stretch for the stock, with a 30 day share price return of 8.05% but a 1 year total shareholder return decline of 33.34%, suggesting that shorter term momentum has picked up while...

Fluor's FY 2025 headline numbers Fluor (FLR) has just posted a mixed FY 2025 finish, with fourth quarter revenue of US$4.2b and a reported loss of US$1.6b, translating to basic EPS of US$9.86. The trailing twelve months show revenue of US$15.5b and a small net loss of US$51m, or basic EPS of US$0.31. The company has seen quarterly revenue move between US$3.4b and US$4.3b over the past six reported periods. EPS has swung from a gain of US$14.91 in Q2 2025 and US$10.58 in Q4 2024 to losses in...

In recent weeks, Omnicom Group Inc. reported first-quarter 2026 results, completed a US$1,992.59 million buyback of 24,709,660 shares, announced a US$0.80 quarterly dividend payable on July 9, 2026, and confirmed a Google Cloud collaboration via its Creo unit to add generative AI tools to influencer content vetting and editing. Omnicom also reshaped its leadership bench by appointing Christine Gambino as CEO of its Omni platform and shifting Omnicom Commerce oversight to Flywheel CEO Alex...

Recent Returns and What They Tell You Barrick Mining (NYSE:B) has seen its stock move in different directions across timeframes, with a 0.6% gain over the past day and roughly 6.4% over the past week. Over the past month the stock shows a return of about 1.1%, while the past 3 months reflect a 7.4% decline and the year to date return sits near a 5.1% decline. Looking further out, the stock's reported total return is about 127.2% over the past year, 135.9% over 3 years, and 105.4% over 5...

Starwood Property Trust (STWD) just wrapped up FY 2025 with fourth quarter revenue of $148.8 million and basic EPS of $0.26, setting the tone for how investors will read the full year. The company has seen quarterly revenue move from $91.5 million in Q4 2024 to a range of $125.7 million to $148.8 million through 2025, while basic EPS has moved between $0.19 and $0.38 over the same stretch. This gives you a clear view of how the top line and per share results have tracked into this latest...

Astrana Health (ASTH) has wrapped up FY 2025 with fourth quarter revenue of US$950.5 million and basic EPS of US$0.12, alongside trailing 12 month revenue of about US$3.2 billion and EPS of US$0.46. This gives investors a clear read on both the latest quarter and the full year run rate. Over recent periods the company has seen quarterly revenue move from US$478.7 million in Q3 2024 to US$665.2 million in Q4 2024 and then into the US$620.4 million to US$956.0 million range through FY 2025,...

Wondering if Sempra at around US$91.57 is offering fair value or if you are paying up for recent momentum? This article breaks down what the current price might really mean for you. The stock has seen mixed moves recently, with a 3.7% decline over the last week and a 7.0% decline over the last month, while still showing returns of 2.1% year to date, 24.5% over 1 year, 31.2% over 3 years and 55.7% over 5 years. Recent attention on Sempra has been driven by ongoing interest in utilities that...

Veracyte, Inc. reported first-quarter 2026 results with revenue rising to US$139.07 million and net income to US$28.71 million, significantly ahead of the prior year and analyst expectations, and raised its full-year 2026 revenue guidance to a range of US$582 million–US$592 million. Alongside this financial strength, Veracyte is reinforcing the clinical footprint of its Decipher portfolio, with more than 15 new bladder and prostate cancer studies being presented at the 2026 American...

Ascendis Pharma (NasdaqGS:ASND) has just posted its Q1 2026 numbers, with revenue of €246.6 million and basic EPS of €10.2, alongside trailing twelve month revenue of €865.8 million and basic EPS of €8.12. Over the past year, revenue has moved from €363.6 million in Q4 2024 to €865.8 million on a trailing basis, while basic EPS has shifted from a trailing loss of €6.53 to positive €8.12. This sets up a quarter where reported profitability and revenue scale give investors a clearer view of how...

If you are wondering whether Becton Dickinson stock is offering good value right now, a good starting point is to line up its recent share performance against what investors are paying for the business. The stock last closed at US$153.26, with returns of 2.8% over the past week, a 1.1% decline over 30 days, a 21.4% decline year to date, and an 18.8% gain over the past year, which gives a mixed picture of sentiment and risk. Recent news coverage around Becton Dickinson has focused on its role...

Q1 beat and raised outlook put General Motors (GM) back in focus General Motors (GM) is back on investors’ radar after reporting Q1 2026 earnings that topped profit and revenue estimates and lifting its full year profit outlook, despite cost and electric vehicle demand headwinds. See our latest analysis for General Motors. GM’s share price has softened in the very short term, with a 1 day share price return of a 0.37% decline. However, a 30 day share price return of 7.77% and a 1 year total...

If you are wondering whether Rithm Capital at around US$9.79 is a bargain or a value trap, the starting point is understanding what the current price actually reflects. The stock has recent returns of 0.1% over 7 days, 3.1% over 30 days, a 10.8% decline year to date, a 4.7% decline over 1 year, 64.2% over 3 years and 59.1% over 5 years. This gives you a mixed picture of short term weakness against longer term gains. Recent headlines have focused on Rithm Capital's positioning within...

Trinity Industries, Inc. reported past first-quarter 2026 results with revenue of US$492.0 million and net income of US$24.2 million, while also lifting full-year 2026 EPS guidance to a range of US$2.20 to US$2.40 excluding non-core items. The combination of lower revenue but higher earnings per share points to improved profitability, which underpins management’s confidence in raising earnings expectations for the year. Next, we’ll examine how this upgraded EPS outlook and margin improvement...

Celsius Holdings (NasdaqCM:CELH) reported Q1 2026 results with record revenue and over 20% U.S. energy drink market share. The company highlighted progress integrating Alani Nu and Rockstar Energy, which management describes as billion-dollar brands. Results also flagged rising risks, including heavy reliance on PepsiCo distribution under amended agreements. Celsius disclosed an US$85 million liability tied to ongoing litigation. Celsius Holdings, the energy drink company behind the Celsius...

In early May 2026, Peloton Interactive reported third-quarter revenue of US$630.9 million and net income of US$26.4 million, marking a move from loss to profit, and separately announced a global partnership with Spotify to distribute more than 1,400 fitness and wellness classes to Premium subscribers worldwide. Together, the earnings improvement and Spotify collaboration highlight Peloton’s push toward a more diversified, content-driven business model that reaches far beyond its traditional...

Earnings, buybacks and Manhattan expansion reshape the Vornado Realty Trust (VNO) story Vornado Realty Trust (VNO) is back in focus after Q1 2026 results showed non GAAP earnings ahead of expectations, alongside a new US$300 million share repurchase plan and a 49% stake agreement for Park Avenue Plaza in Manhattan. See our latest analysis for Vornado Realty Trust. The share price has reacted strongly to these updates, with a 30 day share price return of 23.1% and a 7 day gain of 7.2%...

In early May 2026, Graco held an investor access event where it reaffirmed its through-cycle long-term growth algorithm and raised its expectations for acquisition-driven contributions. This update gives investors a clearer view of how Graco plans to use mergers and acquisitions as a more meaningful lever in its growth mix. Next, we’ll examine how Graco’s expanded M&A contribution targets may influence its existing investment narrative and future expectations. Outshine the giants: these 16...

Why TSS (TSSI) is in focus after Q1 2026 earnings and leadership moves TSS (TSSI) is drawing attention after reporting Q1 2026 results that showed lower revenue and net income year over year, alongside new senior hires focused on AI infrastructure and enterprise technology. For the quarter ended March 31, 2026, TSS reported revenue of US$55.35 million compared with US$98.96 million a year earlier, with net income of US$2.28 million versus US$2.98 million in the prior period. Basic and diluted...

Wondering whether Walker & Dunlop at around US$54.83 is a potential bargain or a value trap, this article focuses squarely on what the current share price might imply about the stock. The stock has recently seen an 8.9% move over the last 7 days and 22.2% over the last 30 days, although returns sit at 6.6% lower year to date and 20.0% lower over the last year. Recent coverage around Walker & Dunlop has focused on its position within the diversified financials sector and how investors are...

In early May 2026, MicroVision, Inc. closed a previously filed shelf registration dated April 24, 2026, raising US$38.63 million through the offering of 61,315,970 shares of common stock. This closure marks a substantial equity raise that may influence how investors assess MicroVision’s funding runway, future dilution risk and execution capacity for its lidar roadmap. Next, we’ll examine how this sizeable common stock issuance fits into MicroVision’s existing investment narrative and affects...

In the first quarter of 2026, PureCycle Technologies reported sales of US$4.13 million, very large net losses of US$33.44 million, and record recycled polypropylene production following an ahead-of-schedule Ironton facility turnaround. Plastic Ingenuity’s decision to use PureCycle’s PureFive® resin in coffee lids with up to 100% recycled content, alongside new Procter & Gamble application approvals, underscores growing acceptance of PureCycle’s food-contact compliant recycled polypropylene...

Q4 results and sector backdrop Haemonetics (HAE) reported fourth quarter earnings with sales of US$346.35 million and a net loss of US$20.15 million, while the broader medical devices sector experienced a sell off driven by macro factors. See our latest analysis for Haemonetics. At a share price of US$54.37, Haemonetics has a 1 day share price return of 3.23%, while its year to date share price return of 32.02% and 1 year total shareholder return of 20.06% reflect pressure building over a...