U.S. Software Stock News

NasdaqCM:AMPL
NasdaqCM:AMPLSoftware

Amplitude (AMPL) Q1 Losses Persist Challenging Bullish Profitability Narratives

Amplitude (AMPL) opened Q1 2026 with revenue of US$93.5 million, a basic EPS loss of US$0.17 and net income loss of US$23.3 million, against a backdrop where trailing 12 month revenue stands at US$356.8 million and basic EPS over that period is a loss of US$0.67. Over the last few quarters the company has seen revenue move from US$79.9 million in Q1 2025 to US$93.5 million in Q1 2026, while basic EPS has ranged between a loss of US$0.13 and US$0.19 across those reported periods. This keeps...
NasdaqGM:XENE
NasdaqGM:XENEBiotechs

Is It Too Late To Consider Xenon Pharmaceuticals (XENE) After A 58% One-Year Surge?

Wondering whether Xenon Pharmaceuticals at around US$56 a share still offers value, or if most of the opportunity has already been priced in. The stock has slipped 0.1% over the past week and 2.9% over the past month, yet it is still up 25.9% year to date and 57.6% over the last year. This can change how you think about both upside and risk. Recent attention on Xenon has centered on how its share price performance compares with other biotech stocks and what that says about investor...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

CRA International (CRAI) Net Margin Compression Tests Bullish Earnings Growth Narratives

CRA International (CRAI) opened 2026 with Q1 revenue of US$201 million and basic EPS of US$1.71, while trailing 12 month revenue stood at US$770.7 million and EPS at US$7.27. The company has seen quarterly revenue move from US$181.9 million and EPS of US$2.65 in Q1 2025 to US$200.0 million and EPS of US$1.71 in Q1 2026. This positions investors to weigh forecast earnings growth against a softer net margin profile. Overall, the results put the focus squarely on how much of that earnings power...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Remitly (RELY) Profitability Milestone Reinforces Bullish Narratives Despite Rich P/E Multiple

Remitly Global (RELY) opened 2026 with Q1 revenue of US$452.8 million and basic EPS of US$0.23, alongside net income of US$49.1 million, as the stock trades around US$22.79. The company has seen quarterly revenue move from US$361.6 million in Q1 2025 to US$452.8 million in Q1 2026, while basic EPS shifted from US$0.06 to US$0.23 over the same period, and trailing 12 month EPS reached US$0.51 on net income of US$105.6 million. For investors, that combination of growing top line and expanding...
NYSE:USPH
NYSE:USPHHealthcare

US Physical Therapy (USPH) Margin Slide To 1% Reinforces Bearish Earnings Narratives

U.S. Physical Therapy (USPH) opened 2026 with Q1 revenue of US$196.3 million and basic EPS of a loss of US$0.12, as net income excluding extra items came in at a loss of US$1.8 million. Over the past year, the company has seen quarterly revenue move from US$181.9 million in Q1 2025 to the current US$196.3 million. Over the same period, basic EPS shifted from US$0.80 a share to a loss of US$0.12, and trailing twelve month EPS was US$0.51 on net income of US$7.7 million. These figures may...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Ligand Pharmaceuticals (LGND) Returns To Trailing Profitability Challenging Cautious Earnings Narratives

Ligand Pharmaceuticals (LGND) opened Q1 2026 with revenue of US$51.7 million and a basic EPS loss of US$0.67, alongside a net loss of US$13.3 million. The company reported revenue of US$45.3 million and a basic EPS loss of US$2.21 in Q1 2025, compared with US$51.7 million and a basic EPS loss of US$0.67 in Q1 2026. Trailing twelve month EPS stood at US$7.87 on net income of US$153.6 million. For investors, the combination of a quarterly loss and a profitable trailing year encourages a closer...
NYSE:EVTC
NYSE:EVTCDiversified Financial

Evertec (EVTC) Margin Compression Challenges Bullish Narratives After Q1 2026 Earnings

EVERTEC (EVTC) opened 2026 with Q1 revenue of US$247.9 million and basic EPS of US$0.38, alongside trailing twelve month revenue of US$950.9 million and EPS of US$2.10 that frame the latest quarterly print. Over the past year, the company has seen revenue move from US$868.9 million to US$950.9 million on a trailing basis, while EPS shifted from US$2.02 to US$2.10, giving you a clear view of how the top and bottom lines are tracking into this result. With a trailing net profit margin of 13.9%...
NasdaqGM:QTRX
NasdaqGM:QTRXLife Sciences

Quanterix (QTRX) Q1 Loss Of US$0.37 Per Share Reinforces Bearish Profitability Concerns

Quanterix (QTRX) opened Q1 2026 with revenue of US$36.4 million and a basic EPS loss of US$0.37, alongside trailing twelve month revenue of US$145.0 million and a TTM basic EPS loss of US$2.33 that keeps the story firmly in loss making territory. Over recent quarters the company has seen revenue move between US$24.5 million and US$43.9 million while basic EPS losses have ranged from US$0.30 to US$0.77 per share. This sets a clear backdrop of growing sales paired with persistent negative...
NYSE:USFD
NYSE:USFDConsumer Retailing

US Foods Holding (USFD) Margin Improvement To 1.7% Tests Cautious Leverage Narratives

US Foods Holding (USFD) opened Q1 2026 with revenue of US$9.6b and net income of US$116m, translating to basic EPS of US$0.53 as the company extended its recent earnings run. Over the past year, the company has seen quarterly revenue range from US$9.4b to US$10.2b and EPS move between US$0.28 and US$0.97. Trailing twelve month EPS reached US$3.02 on revenue of US$39.7b, giving investors a clearer line of sight on how earnings power is building off a relatively thin margin base. See our full...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Lamar Advertising (LAMR) Earnings Growth And Margin Expansion Reinforce Bullish Narratives

Lamar Advertising (LAMR) opened 2026 with Q1 revenue of US$528.0 million and basic EPS of US$1.00. Trailing twelve month figures show revenue of about US$2.3 billion and EPS of US$5.42, framing a year in which earnings grew 30.2% and net profit margins moved to 24% from 19%. Over the past year, revenue has held around the US$2.2 billion to US$2.3 billion range as EPS shifted from US$3.54 to US$5.42. That margin expansion and the current one year earnings growth rate of 30.2% set the tone for...
NYSE:OPTU
NYSE:OPTUMedia

Optimum Communications (OPTU) Q1 Loss Of US$2.9b Reinforces Bearish Margin Narratives

Optimum Communications (OPTU) just opened Q1 2026 with revenue of US$2.1 billion, a basic EPS loss of US$6.10 and net income loss of US$2.9 billion, while on a trailing twelve month basis revenue sits at US$8.5 billion with a basic EPS loss of US$9.96 and net income loss of US$4.7 billion. Over recent quarters the company has seen revenue hold in a tight US$2.1 billion to US$2.2 billion range as basic EPS swung from a loss of US$0.12 in Q4 2024 to a loss of US$3.47 in Q3 2025 and then to a...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

Assessing Willis Lease Finance (WLFC) Valuation After Record Q1 Results And Dividend Increase

Willis Lease Finance (WLFC) just posted its strongest quarter on record, with Q1 2026 revenue of US$194.35 million, net income of US$25.08 million, and record lease rent and maintenance services revenues supporting a higher dividend. See our latest analysis for Willis Lease Finance. The stock has pulled back, with a 1 day share price return of a 5.61% decline after a strong Q1 earnings beat. However, the 68.11% year to date share price return and very large 5 year total shareholder return...
NasdaqGS:LIFE
NasdaqGS:LIFEInsurance

Ethos Technologies (LIFE) Q1 EPS Loss Tests Bullish Margin Recovery Narrative

Ethos Technologies (LIFE:US) opened 2026 with Q1 revenue of US$193.1 million, Basic EPS of a US$3.57 loss, and net income of a US$172.0 million loss, setting a very different tone from the profitable quarters seen through 2025. Over the past year the company has seen revenue move from US$66.5 million in Q4 2024 to US$110.1 million in Q4 2025 and then to US$193.1 million in Q1 2026. Over the same period, Basic EPS shifted from US$0.60 to US$1.48 and then to a US$3.57 loss, putting the focus...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Bruker (BRKR) Quarterly Profit Of US$3.5 Million Tests Persistent Loss Narrative

Bruker (BRKR) has reported Q1 2026 revenue of US$823.4 million with basic EPS of US$0.02, alongside trailing 12 month basic EPS of a US$0.24 loss and net income loss of US$36.4 million on revenue of US$3.5 billion. Over recent quarters, revenue has moved between US$797.4 million and US$979.6 million, while quarterly basic EPS has ranged from a US$0.41 loss to a US$0.11 profit, underscoring a mixed earnings profile. For you as an investor, this sets up an earnings season where the key question...
NYSE:MIAX
NYSE:MIAXCapital Markets

Miami International Holdings (MIAX) Net Income Rebound Tests Bearish Valuation Narratives

Miami International Holdings (MIAX) opened 2026 with Q1 revenue of US$369.7 million and basic EPS of US$1.85, set against a trailing 12 month EPS of US$1.58 that reflects reported earnings growth of 42% over the past year. Over recent quarters the company has seen revenue move from US$327.1 million in Q1 2025 to US$369.7 million in Q1 2026, while quarterly EPS swung from a loss of US$0.34 in early 2025 to US$1.85 in the latest period. This frames a results season where improving margins and a...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Is It Too Late To Consider NetScout Systems (NTCT) After A 78% One Year Rally

If you are wondering whether NetScout Systems at around US$38.29 is still offering value after a strong run, you are not alone. The stock has posted returns of 13.6% over 7 days, 15.6% over 30 days, 42.6% year to date, and 77.6% over 1 year, which has shifted how many investors may be thinking about its risk and reward trade off. Recent coverage has focused on NetScout Systems as a communication and network visibility provider, highlighting how demand for reliable network performance and...
NYSE:WSR
NYSE:WSRRetail REITs

Whitestone REIT (WSR) One Off US$30.9m Gain Challenges Bullish Earnings Narratives

Whitestone REIT (WSR) opened 2026 with Q1 revenue of US$41.4 million and basic EPS of US$0.08, setting the tone for how the latest quarter fits into a much stronger trailing twelve month picture. Over recent periods, revenue moved from US$40.8 million in Q4 2024 to US$43.9 million in Q4 2025 and US$41.4 million in Q1 2026, while trailing twelve month basic EPS edged up from US$0.73 in Q4 2024 to US$0.99 in Q1 2026, giving investors a clearer view of earnings power over time. With net income...
NasdaqCM:NAGE
NasdaqCM:NAGEPersonal Products

Niagen Bioscience (NAGE) Q1 Net Income Beat Reinforces Bullish Margin Narratives

Niagen Bioscience (NAGE) just posted its Q1 2026 numbers, with revenue of US$31.5 million and basic EPS of US$0.08, setting the tone for how the year is starting to shape up on the top and bottom line. The company has seen quarterly revenue move from US$29.1 million in Q4 2024 to a range of roughly US$30.5 million to US$34.0 million through 2025, while basic EPS has run between US$0.05 and US$0.09 over the same stretch, giving you a clearer feel for how Q1 2026 fits into the recent trend...
NYSE:DEC
NYSE:DECOil and Gas

Diversified Energy Q1 Loss Despite Higher Production Challenges Bullish Profitability Narratives

Diversified Energy (NYSE:DEC) opened 2026 with Q1 revenue of US$575.5 million and a basic EPS loss of US$2.13, as net income excluding extra items came in at a loss of US$160.6 million. Over the past year, trailing twelve month revenue has moved from US$1.61 billion to US$1.84 billion while trailing EPS shifted from US$4.67 to US$6.53, giving you a clear view of how the top line and per share earnings have tracked into this quarter. For investors, the mix of higher production volumes,...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Insight Enterprises (NSIT) Q1 2026 Thin 2.2% Margin Tests Bullish Earnings Narratives

Insight Enterprises (NSIT) Q1 2026 Earnings Snapshot Insight Enterprises (NSIT) has opened 2026 with Q1 revenue of about US$2.1 billion and basic EPS of US$0.97, alongside net income of US$30.0 million as investors weigh these results against the current share price of US$70.37. The company has seen quarterly revenue move from US$2.07 billion in Q4 2024 to US$2.10 billion in Q1 2025 and US$2.13 billion in Q1 2026, with basic EPS over those periods shifting from US$1.17 to US$0.24 and then to...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Is Nasdaq (NDAQ) Fairly Priced After Mixed Returns And Valuation Signals?

With Nasdaq stock sitting at US$89.00, you might be wondering whether the current price reflects fair value or if the market is missing something. Over the short term, recent moves have been mixed, with a 3.2% decline over the last 7 days, a 3.0% gain over the last 30 days, a 7.9% decline year to date, and a 14.0% return over the past year. Looking further back, Nasdaq has returned 68.1% over 3 years and 77.6% over 5 years. This gives useful context for anyone thinking about how the current...
NYSE:HLF
NYSE:HLFPersonal Products

Herbalife (HLF) Q1 EPS Margin Strain Keeps Bearish Narratives In Focus

Herbalife (HLF) opened 2026 with Q1 revenue of US$1.3b and basic EPS of US$0.60, setting the tone for how the year might unfold around its margin story. The company has seen quarterly revenue move from US$1.21b in Q4 2024 to US$1.22b in Q1 2025 and then to US$1.32b in Q1 2026, while basic EPS over those same quarters shifted from US$1.76 to US$0.50 and then to US$0.60. This puts the focus firmly on how efficiently that top line is being converted into profit. With trailing 12 month net...
NYSE:BLX
NYSE:BLXDiversified Financial

Assessing Banco Latinoamericano de Comercio Exterior (NYSE:BLX) Valuation After Strong Q1 2026 Earnings And Dividend Update

Banco Latinoamericano de Comercio Exterior S. A (BLX) has drawn fresh attention after reporting first quarter 2026 results, outlining higher net interest income and net income, while also affirming its latest quarterly cash dividend. See our latest analysis for Banco Latinoamericano de Comercio Exterior S. A. The stock has gained 23.6% year to date on a share price basis, while the 1 year total shareholder return of 43.56% and very large 5 year total shareholder return indicate strong and...