U.S. Software Stock News

Initial context for Immunome stock Immunome (IMNM) has attracted fresh attention after recent share price swings, with the stock now around US$22.19 and a market value near US$2.64b. This has prompted investors to reassess how current fundamentals line up with expectations. See our latest analysis for Immunome. Recent trading has been choppy, with a 1 day share price return of a 4.64% decline and a 7 day share price return of a 3.27% decline. However, the 1 year total shareholder return of...

Q3 2026 earnings snapshot and how it fits the Matrix Service story Matrix Service (MTRX) has just posted Q3 2026 results with revenue of US$206.7 million and basic EPS of US$0.03, while trailing twelve month revenue stands at US$845.5 million and basic EPS sits at a US$0.53 loss. Over recent quarters, the company has seen quarterly revenue range between US$187.2 million and US$216.4 million, with basic EPS moving from a US$0.40 loss in Q4 2025 to a US$0.03 profit in Q3 2026 as net income...

Service Properties Trust (SVC) opened 2026 with Q1 revenue of US$364.5 million and a basic EPS loss of US$0.91, keeping the spotlight firmly on how the business is converting its hotel and service property footprint into cash flow. The company has seen quarterly revenue move from US$435.2 million in Q1 2025 to US$364.5 million in Q1 2026, while basic EPS shifted from a loss of US$0.70 to a loss of US$0.91 over the same period. This sets a clear context for how margins are being pressured in...

This article examines whether Ralph Lauren is currently priced for perfection or still offers value at its current level by walking through what the numbers indicate about the stock. The share price recently closed at US$353.55, with returns of 1.2% over the past month and 42.2% over the past year. Year to date performance stands at a 2.5% decline, while the three and five year returns sit at 234.8% and 198.2% respectively. Recent market attention around Ralph Lauren has focused on how the...

Vontier (VNT) opened 2026 with Q1 revenue of US$750.6 million and basic EPS of US$0.67, alongside trailing twelve month EPS of US$2.85 on revenue of US$3.1 billion. Over the past year, the company has seen quarterly revenue move from US$741.1 million and EPS of US$0.59 in Q1 2025 to US$750.6 million and EPS of US$0.67 in Q1 2026, backed by a trailing twelve month net profit margin of 13.4%. For investors, the current set of results highlights earnings power that appears increasingly tied to...

Becton Dickinson (BDX) has just posted a mixed Q2 2026 print, with revenue of US$4.7b and a basic EPS loss of US$0.13, shaped in part by a US$274m loss from discontinued operations and net income from continuing operations of US$37m. Over the past few quarters, revenue has ranged between US$4.7b and US$5.9b, while basic EPS has moved from US$1.07 in Q2 2025 to US$1.72 in Q4 2025 and US$1.34 in Q1 2026. This sets the backdrop for these softer headline numbers. For investors, the key...

Wondering if DocuSign at around US$48.19 is a bargain or a value trap? This article breaks down what the current price might be implying about the stock. The share price has moved 4.8% over the last week and 1.8% over the last month, but is still showing a 25.7% year to date return decline and a 42.7% return decline over the last year. Recent headlines have focused on DocuSign's position in digital agreements and its efforts to stay competitive in e-signature and contract management. These...

Coherent (COHR) has put up another solid set of numbers for Q3 2026, reporting revenue of US$1.8 billion and basic EPS of US$1.01, with net income excluding extra items of US$191.4 million setting the tone for this earnings season update. The company has seen revenue move from US$1.50 billion in Q3 2025 to US$1.81 billion in Q3 2026, while EPS shifted from a loss of US$0.11 to EPS of US$1.01. This gives a clearer view of how profitability is flowing through the income statement. Overall, the...

Planet Fitness (PLNT) opened Q1 2026 with revenue of $305.0 million and basic EPS of $0.65, setting the tone for another data heavy update for shareholders tracking the gym operator's earnings rhythm. The company has seen quarterly revenue move from $254.7 million and EPS of $0.50 in Q1 2025 through a series of higher quarters, with trailing twelve month revenue reaching about $1.3 billion and EPS at $2.78, giving you a clearer sense of the earnings run rate behind these latest numbers. With...

Aeva Technologies (AEVA) reported Q1 2026 revenue of US$6.3 million and a basic EPS loss of US$0.56, with trailing twelve month revenue at US$21.0 million and a TTM basic EPS loss of US$2.47. Over the past year, quarterly revenue has ranged from US$2.7 million to US$6.3 million, while quarterly basic EPS has moved between a loss of US$0.64 and a profit of US$1.86, highlighting how volatile earnings have been. For investors, the latest quarter keeps the focus on how quickly revenue can scale...

Richtech Robotics recently announced a proposed partnership with SoundHound AI to integrate voice technology into its service robots, while showcasing its ADAM and Scorpion robots in hospitality and food-service demonstrations and being named “Rookie of the Year” by the Vegas Golden Knights for fan engagement initiatives. Together, these moves highlight how Richtech is trying to blend AI, robotics, and real-world entertainment and restaurant settings to broaden its presence in service...

Rogers Corporation recently reported past first-quarter 2026 results with net sales of US$200.5 million and net income of US$4.5 million, alongside filing a US$31.35 million shelf registration for 223,000 common shares related to its employee stock ownership plan. The return to profitability, combined with management’s emphasis on cost-saving initiatives and new automotive design wins, highlights how operational efficiency is becoming a more central earnings driver for Rogers. Next, we’ll...

Verra Mobility (VRRM) has kicked off Q1 2026 with total revenue of US$223.6 million and basic EPS of US$0.18, alongside trailing 12 month revenue of US$979.4 million and EPS of US$0.83 that sit against a year of very strong earnings growth and a net profit margin now at 13.4%. Over the past year, the company has seen trailing 12 month revenue shift from US$879.2 million to US$979.4 million while EPS moved from US$0.19 to US$0.83, as earnings rose by about 278% and multi year profit growth...

Honest Company (HNST) opened Q1 2026 with revenue of US$78.1 million and a small net loss of US$0.04 million, translating to essentially flat basic EPS at close to US$0.00. Over the past year, the company’s quarterly revenue moved from US$97.3 million in Q1 2025 to US$78.1 million in Q1 2026, while basic EPS shifted from US$0.03 to near breakeven and the trailing 12 month EPS sits at a loss of US$0.17. This sets up a story focused on how much margin pressure investors are willing to accept...

Gartner stock snapshot and recent performance Gartner (IT) trades around $157.78 with a market value near $10.1b, and the stock shows a mixed return pattern, including gains over the past week and month but weaker results year to date and over the past year. See our latest analysis for Gartner. The recent 4.46% 1 day share price return and 6.26% 7 day share price return suggest short term momentum is picking up. This contrasts with the year to date share price return of 33.43% and 1 year...

In late April 2026, Artisan Partners Asset Management Inc. reported first-quarter revenue of US$303.0 million, a year-on-year increase alongside slightly lower net income, while also closing the acquisition of Grandview Property Partners to enter real estate private equity with about US$0.90 billion in additional assets under management. Management’s comments about an active mergers and acquisitions pipeline across differentiated credit, secondaries, and private credit suggest a broader...

Penumbra (PEN) has put fresh numbers on the table for Q1 2026, reporting revenue of US$374.8 million and basic EPS of US$0.83, anchored by trailing 12 month revenue of about US$1.5 billion and EPS of US$4.37 that follow a period of very large year over year earnings growth. The company has seen quarterly revenue move from US$324.1 million and EPS of US$1.02 in Q1 2025 to US$374.8 million and EPS of US$0.83 in Q1 2026. Over the same period, trailing 12 month revenue has moved from US$1.2...

First Advantage (FA) opened 2026 with Q1 revenue of $385.2 million and basic EPS of $0.01, while on a trailing twelve month basis revenue stood at about $1.6 billion with basic EPS of $0.05 and net income of $8.5 million, providing a clear snapshot of the recent earnings run rate. The company reported quarterly revenue increasing from $354.6 million in Q1 2025 to $385.2 million in Q1 2026, with basic EPS moving from a loss of $0.24 to a positive $0.01 over the same period. This places the...

Exzeo Group (XZO) opened 2026 with Q1 total revenue of US$58.0 million and basic EPS of US$0.22, alongside net income excluding extra items of US$19.8 million, setting the tone for another data heavy earnings season. The company has seen quarterly revenue move from US$29.3 million in Q3 2024 to US$44.7 million in Q4 2024, then to US$52.8 million in Q1 2025 and US$58.0 million in Q1 2026. Over the same periods, basic EPS shifted from US$0.07 to US$0.15, then US$0.22 and US$0.22 again, giving...

Ironwood Pharmaceuticals (IRWD) opened 2026 with Q1 revenue of US$106.5 million and basic EPS of US$0.25, alongside net income of US$40.8 million, putting fresh quarterly figures in front of a market that has been closely watching its profitability profile. Over the past year, the company has seen trailing twelve month revenue move between US$296.2 million and US$361.5 million while trailing EPS shifted from US$0.15 to US$0.63, giving investors a fuller picture of how earnings power has...

In late April 2026, Sandisk Corporation reported a sharp turnaround to quarterly net income of US$3.62 billion on sales of US$5.95 billion and issued fourth-quarter 2026 revenue guidance of US$7.75 billion to US$8.25 billion, alongside authorizing up to US$6.00 billion in share repurchases funded from operating cash flow. The earnings jump was fueled by surging NAND flash demand for AI and data center workloads, reinforced by multi-year supply contracts that aim to smooth out the company’s...

Lazard (NYSE:LAZ) has appointed Michael Ure as Senior Advisor to its energy and infrastructure advisory practice. The move is intended to support Lazard’s long term growth plans and its 2030 corporate strategy. Ure is expected to focus on power, energy, and infrastructure clients as the firm looks to deepen its advisory offering in these sectors. Lazard’s share price sits at $46.44, with the stock up 12.7% over the past month and 11.2% over the past year, while year to date it is down 6.6%...

For Q1 2026, AtriCure (ATRC) reported total revenue of US$141.2 million and basic EPS of about US$0.00, with net income excluding extra items at US$0.1 million. The trailing 12 months show revenue of US$552.2 million and a net loss of US$4.6 million with basic EPS of a US$0.10 loss. Over recent quarters, the company has seen revenue move from US$123.6 million in Q1 2025 to US$141.2 million in Q1 2026, while basic EPS has ranged from a loss of US$0.14 in Q1 2025 to about breakeven in the...

Haemonetics (HAE) has just wrapped up FY 2026 with fourth quarter revenue of US$346.4 million and a basic EPS loss of US$0.44, alongside trailing twelve month revenue of about US$1.33 billion and EPS of US$2.06. Over the last two reported years, quarterly revenue has moved within a tight band from US$321.4 million to US$348.5 million while basic EPS has ranged from US$0.71 to US$1.18 in profitable quarters, before the recent loss. With a trailing net profit margin of 7.3% affected by a one...