U.S. Software Stock News

NasdaqGS:GOGO
NasdaqGS:GOGOWireless Telecom

Gogo (GOGO) Q1 Margin-Driven Profitability Supports Bullish Narratives Despite High P/E

Gogo (GOGO) opened 2026 with Q1 revenue of US$226.3 million and basic EPS of US$0.10, providing a clear snapshot of its operating performance against a share price of US$4.67. Over recent quarters the company has seen revenue fluctuate in a tight band between roughly US$223.6 million and US$230.6 million, while basic EPS has swung from a quarterly loss of US$0.22 to profits just under US$0.10. This highlights how much of the story is centered on margins rather than changes in the top line...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Array Technologies (ARRY) Q1 Losses Keep Margin Concerns Central To Bullish Profitability Narrative

Array Technologies (ARRY) opened Q1 2026 with revenue of US$223.4 million and a basic EPS loss of US$0.09, alongside a net income loss of US$13.5 million. These results put fresh numbers around a business that is still working through negative margins. The company’s quarterly revenue has moved from US$302.4 million and EPS of US$0.02 in Q1 2025 to US$223.4 million and an EPS loss of US$0.09 in the latest quarter. This frames a story where top-line scale is in place but profitability remains...
NYSE:MAGN
NYSE:MAGNForestry

Magnera (MAGN) Q2 Loss Steady At US$18 Million Tests Profitability Narrative

Magnera (MAGN) opened Q2 2026 with total revenue of US$796 million and a basic EPS loss of US$0.50, setting the stage for another quarter where investors are watching how fast the income statement can move toward break even. Over the past six reported quarters, revenue has ranged between US$702 million and US$839 million while quarterly basic EPS has moved from a loss of US$1.69 to a loss of US$0.50. This gives investors a clear view of a business that is still loss making but with margins...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Is Palantir Technologies (PLTR) Still Sensibly Priced After Recent Share Price Pullback

Wondering whether Palantir Technologies at around US$137 a share still makes sense for your portfolio, or if the price is running ahead of the story? The stock has been choppy recently, with a 1.5% decline over 7 days, an 8.7% decline over 30 days, and an 18.3% decline year to date, even though the 1 year return is 15% and the 3 year return is very large. Recent headlines have focused on Palantir’s role in data analytics for governments and enterprises, alongside ongoing debate about its...
NasdaqGS:IMKT.A
NasdaqGS:IMKT.AConsumer Retailing

Ingles Markets (IMKT.A) Net Margin Improvement Challenges Longstanding Bearish Earnings Narratives

Ingles Markets (IMKT.A) has put up a steady Q2 2026 print, with revenue at about US$1.3 billion and basic EPS of US$1.28, backed by trailing 12 month EPS of US$5.49 and net income of US$104.29 million. Over recent quarters the company has seen revenue move from roughly US$1.33 billion and EPS of US$0.80 in Q2 2025 to around US$1.31 billion and EPS of US$1.28 in the latest quarter. Over the same period, trailing net margin has lifted from 1.1% to 1.9%, giving you a set of results that point to...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Is It Time To Reassess Canadian Solar (CSIQ) After Its Recent Share Price Surge?

Wondering whether Canadian Solar's share price still reflects its true worth, or if the market has moved ahead of the fundamentals? This article focuses squarely on what the current valuation might be telling you. After a period of sharp moves, with a 15.6% return over 7 days, 46.0% over 30 days, a 92.0% return over 1 year, and a year-to-date return of negative 30.4%, the stock has caught the eye of investors rethinking its risk and reward profile. These swings sit alongside a longer...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) FFO Of US$92 Million Keeps Bullish Cash Flow Narrative In Play

Fresh off its Q1 2026 report, Macerich (MAC) posted total revenue of US$231.7 million, a basic EPS loss of US$0.14, and funds from operations of US$92.4 million, keeping the focus firmly on cash generation rather than accounting earnings. Over recent quarters, total revenue has moved from US$339.2 million in Q4 2024 to US$248.4 million in Q1 2025, then to US$231.7 million in Q1 2026. Trailing twelve month EPS sits at a loss of US$0.72 alongside FFO of US$399.6 million, setting up a story...
NYSE:KTB
NYSE:KTBLuxury

Kontoor Brands (KTB) Q1 EPS Volatility Challenges Bullish Earnings Growth Narratives

Kontoor Brands (KTB) opened 2026 with Q1 revenue of US$613.3 million and basic EPS of US$1.11, alongside trailing 12 month revenue of about US$3.3 billion and EPS of US$5.02 that reflect the recent 20.6% earnings growth and an 8.3% net margin. Over the past year, the company has seen net income on a trailing 12 month basis move from US$245.8 million to US$278.2 million. During this period, quarterly revenue ranged from US$613.3 million to just over US$1.0 billion, while quarterly EPS ranged...
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...