U.S. Software Stock News

NYSE:HRB
NYSE:HRBConsumer Services

H&R Block (HRB) Q3 Profit Surge And 19% Margin Challenge Bearish Earnings Narratives

H&R Block (HRB) has reported Q3 2026 results with revenue of US$2.4 billion and basic EPS of US$6.66, while trailing twelve month figures show revenue of US$3.9 billion and EPS of US$5.70. Over the past year, trailing twelve month EPS has moved from US$3.86 to US$5.70 and revenue from US$3.6 billion to US$3.9 billion, alongside earnings growth of 30.8% and a net profit margin of 18.9% versus 15.2% a year earlier. Together, these metrics frame a cleaner profitability picture for investors...
NYSE:LYV
NYSE:LYVEntertainment

Assessing Live Nation Entertainment (LYV) Valuation After Recent Share Price Strength

Event overview and recent stock context Live Nation Entertainment (LYV) stock was recently in focus after a fresh look at its fundamentals and recent returns, prompting investors to reassess how its live events, ticketing, and sponsorship businesses are reflected in the current share price. See our latest analysis for Live Nation Entertainment. The current US$165.75 share price comes after a 17.69% 90 day share price return and a 14.07% year to date share price return. The 5 year total...
NYSE:GTN
NYSE:GTNMedia

Gray Media (GTN) Q1 Loss Deepens And Reinforces Bearish Margin Narratives

Gray Media (GTN) opened Q1 2026 with revenue of $768 million, a basic EPS loss of $0.34 and net income loss of $33 million, setting a cautious tone around profitability despite steady top line size. Over the past six quarters, the company has seen quarterly revenue move between $749 million and $1.0 billion while quarterly EPS swung from a profit of $1.64 in Q4 2024 to losses ranging from $0.23 to $0.71 through 2025 and into early 2026. This highlights how earnings have been far more volatile...
NYSE:NRP
NYSE:NRPOil and Gas

Natural Resource Partners (NRP) High 62.6% Margin Reinforces Bullish Narratives In Q1 2026

Natural Resource Partners (NRP) has opened 2026 with Q1 revenue of US$39.4 million and basic EPS of US$1.46, with trailing twelve month revenue at US$181.2 million and EPS of US$8.63 framing the recent performance. Over the last few quarters, revenue has moved between US$64.8 million in Q4 2024 and US$39.4 million in Q1 2026, while quarterly EPS has ranged from US$3.21 to US$1.46 across the same stretch, giving you a clear sense of how the top and bottom line have been tracking into this...
NYSE:ASPN
NYSE:ASPNChemicals

Aspen Aerogels (ASPN) Q1 Loss Narrows Sharply Challenging Bearish Profitability Narratives

Aspen Aerogels (ASPN) opened Q1 2026 with total revenue of US$37.9 million and a basic EPS loss of US$0.29, while trailing twelve month revenue stood at US$230.3 million against a TTM basic EPS loss of US$1.36. Over recent quarters the company has seen quarterly revenue range from US$41.3 million to US$78.7 million, with basic EPS moving between a loss of US$3.67 and a profit of US$0.14. This gives investors a wide spread of outcomes to weigh against the current report. With losses still...
NYSE:CTRA
NYSE:CTRAOil and Gas

Coterra Energy (CTRA) Q1 Net Margin Of 22.7% Tests Cautious Growth Narratives

Earnings snapshot: Coterra Energy (CTRA) lays out its Q1 2026 numbers Coterra Energy (CTRA) opened Q1 2026 with total revenue of about US$2.3 billion and basic EPS of US$0.61, backed by net income of US$466 million for the quarter. Over recent periods, the company has seen revenue move from US$1.39 billion in Q4 2024 to US$1.94 billion in Q1 2025, US$1.66 billion in Q2 2025, US$1.68 billion in Q3 2025 and US$1.71 billion in Q4 2025. Quarterly EPS shifted across US$0.40, US$0.68, US$0.67,...
NasdaqGS:SAFT
NasdaqGS:SAFTInsurance

Safety Insurance Group (SAFT) Underwriting Loss And 113.4% Combined Ratio Challenge Bullish Narratives

Safety Insurance Group (SAFT) opened 2026 with Q1 revenue of US$314.7 million and a basic EPS loss of US$0.99, as net income excluding extra items came in at a loss of US$14.3 million and the combined ratio stood at 113.4%. Over the last year, the company has seen revenue move from US$286.7 million in Q4 2024 to a range of US$301.4 million to US$326.6 million across 2025, with quarterly EPS shifting between US$0.59 and US$1.95 before this latest loss. With a trailing 12 month net profit...
NYSE:FRT
NYSE:FRTRetail REITs

Does Strong Q1 Results And Higher 2026 Guidance Change The Bull Case For Federal Realty (FRT)?

Federal Realty Investment Trust recently reported first-quarter 2026 results, with sales rising to US$332.66 million and net income increasing to US$159.10 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. The company also raised its full-year 2026 net income guidance per diluted share and affirmed both its common and preferred share dividends, underlining management’s confidence in its earnings outlook and cash...
NYSE:INSW
NYSE:INSWOil and Gas

International Seaways (INSW) Net Margin Surge To 55.4% Tests Bearish Earnings Narratives

Q1 2026 results snapshot International Seaways (INSW) opened 2026 with Q1 revenue of US$325.5 million and basic EPS of US$5.79, setting a strong headline backdrop for investors assessing the latest update at a share price of US$90.18. The company has seen quarterly revenue move from US$183.4 million and EPS of US$1.00 in Q1 2025 to US$325.5 million and EPS of US$5.79 in Q1 2026, while trailing 12 month EPS reached US$11.05 on revenue of US$985.4 million. With net profit margins over the last...
NasdaqGM:RXST
NasdaqGM:RXSTMedical Equipment

RxSight (RXST) Loss Widening To US$46.6 Million Tests Bullish Growth Narratives

RxSight (RXST) opened Q1 2026 with revenue of US$30.9 million, a basic EPS loss of US$0.38, and a net income loss of US$15.9 million, setting a cautious tone for the quarter at a share price of US$5.80. Over recent periods the company has seen quarterly revenue move from US$40.2 million in Q4 2024 to a range between US$30.3 million and US$37.9 million across 2025. Basic EPS has remained negative between US$0.15 and US$0.29 in those quarters, keeping profitability firmly in loss making...
NasdaqGM:IBEX
NasdaqGM:IBEXProfessional Services

IBEX (IBEX) Margin Improvement And 27.1% Earnings Growth Challenge Discounted Valuation Narrative

IBEX (IBEX) has put up another solid quarter, with Q3 2026 revenue of US$164.4 million and basic EPS of US$0.99, while trailing twelve month revenue sits at US$626.9 million and EPS at US$3.52 against year over year earnings growth of about 27.1%. Over recent quarters the company has seen revenue move from US$140.7 million in Q2 2025 to US$164.4 million in Q3 2026, with basic EPS rising over the same stretch from US$0.61 to US$0.99 as trailing net profit margin improved from 6.9% to 7.5%...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

BGC Group (BGC) Q1 2026 EPS Jump To US$0.18 Tests Bullish Efficiency Narrative

BGC Group (BGC) opened Q1 2026 with revenue of US$923.0 million and basic EPS of US$0.18, setting a clear marker for how the business is starting the year. The company reported quarterly revenue of US$548.1 million in Q4 2024, US$639.6 million in Q1 2025, and US$923.0 million in Q1 2026, while basic EPS over the same Q1 periods increased from US$0.11 to US$0.18. This provides investors with a straightforward view of how sales and earnings are tracking into the new financial year and what that...
NasdaqGM:TRDA
NasdaqGM:TRDABiotechs

Entrada Therapeutics (TRDA) Q1 Revenue Slump Tests High Growth Narratives

Entrada Therapeutics (TRDA) Q1 2026 earnings snapshot Entrada Therapeutics (TRDA) opened 2026 with Q1 revenue of US$0.9 million and a basic EPS loss of US$0.95, with trailing 12 month revenue at US$5.7 million and trailing EPS at a loss of US$4.00. Over recent quarters the company has seen revenue move from US$37.4 million and EPS of US$0.03 in Q4 2024 to US$20.6 million and EPS of US$0.63 in Q1 2025. This was accompanied by a shift from net income of US$65.6 million over the trailing 12...
NYSE:PR
NYSE:PROil and Gas

Permian Resources Q1 EPS Compression Tests Simple Permian Growth Narrative

Permian Resources (PR) opened Q1 2026 with revenue of US$1.4b and basic EPS of US$0.05, setting a measured tone for the new financial year. The company has seen quarterly revenue move between US$1.17b and US$1.38b over the past year, while basic EPS ranged from US$0.05 to US$0.47 as reported results shifted across 2025 and into early 2026. This backdrop presents a mixed earnings picture for investors to interpret. With that context, attention now turns to how production volumes, realized...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) FFO Profile Versus EPS One Off Gain Tests Bullish Narratives

Terreno Realty (TRNO) opened 2026 with Q1 revenue of US$124.4 million and basic EPS of US$0.66, while trailing 12 month revenue sat at US$490.4 million and EPS at US$4.08 as the latest figures landed against a share price of US$66.54. Over recent periods, revenue has moved from US$382.6 million on a trailing 12 month basis in Q4 2024 to US$490.4 million by Q1 2026. EPS over the same span ran from US$1.92 to US$4.08, which frames an earnings profile that now needs to be weighed against very...
NYSE:ACRE
NYSE:ACREMortgage REITs

Ares Commercial Real Estate (ACRE) Q1 Revenue Slump Tests Bullish Recovery Narratives

Ares Commercial Real Estate (ACRE) opened 2026 with a softer top line in Q1, reporting revenue of US$2.3 million and basic EPS of a US$0.17 loss, setting a cautious tone around the stock at US$5.05. The company has seen quarterly revenue move from US$20.3 million and EPS of US$0.17 in Q1 2025 to US$2.3 million and EPS of a US$0.17 loss in Q1 2026, with trailing twelve month EPS at a US$0.36 loss on revenue of US$54.7 million, so investors are likely to focus on how the earnings path compares...
NYSE:POR
NYSE:PORElectric Utilities

A Look At Portland General Electric (POR) Valuation As Shares Trade Above DCF And P/E Fair Value Estimates

Recent performance context for Portland General Electric Portland General Electric (POR) has been in focus after recent share performance, with the stock showing a 0.4% decline over the past day and a 6.4% decline over the past week. See our latest analysis for Portland General Electric. While the recent 7 day share price return of negative 6.4% shows pressure on the stock, the 1 year total shareholder return of 20.3% suggests longer term holders have still seen meaningful gains. If you are...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Viper Energy’s Sitio And Riverbend Deals Recast Permian Royalty Growth Potential

Viper Energy (NasdaqGS:VNOM) has signed a definitive agreement to acquire Sitio Royalties, reshaping its royalty portfolio. The company also announced the Riverbend acquisition, further expanding its footprint in the Permian Basin. Together, these deals increase Viper Energy's scale, production base, and geographic reach within U.S. oil and gas royalties. Viper Energy focuses on owning and managing mineral and royalty interests, with a heavy orientation toward the Permian Basin. The Sitio...
NYSE:OLP
NYSE:OLPIndustrial REITs

One Liberty Properties (OLP) Q1 Revenue Strength Challenges Bearish Earnings Narrative

One Liberty Properties (OLP) opened 2026 with Q1 revenue of US$28.3 million and basic EPS of US$0.30, while trailing twelve month figures sit at US$101.4 million of revenue and EPS of US$1.25. Over recent quarters the company has seen revenue move from US$24.2 million in Q1 2025 to US$23.9 million in Q4 2024 and then to US$28.3 million in Q1 2026, with EPS shifting from US$0.18 to US$0.49 to US$0.30. This sets up a picture where the latest print needs to be weighed against softer margins and...
NYSE:LB
NYSE:LBReal Estate

Q1 2026 Margin Improvement At LandBridge (LB) Tests Bulls’ High P/E Narrative

Q1 2026 results set up the valuation debate around LandBridge (NYSE:LB) LandBridge (NYSE:LB) has kicked off 2026 with Q1 revenue of US$51.0 million and basic EPS of US$0.31, alongside trailing twelve month revenue of US$206.1 million and EPS of US$1.14 that sit against very large reported earnings growth over the past year. The company has seen quarterly revenue move from US$44.0 million and EPS of US$0.27 in Q1 2025 to US$51.0 million and EPS of US$0.31 in Q1 2026. Over the same period,...
NYSE:AWR
NYSE:AWRWater Utilities

American States Water (AWR) Earnings Growth Outpaces Revenue And Tests Valuation Concerns

American States Water (AWR) opened 2026 with Q1 revenue of US$169.2 million and EPS of US$0.77, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from US$148.0 million and EPS of US$0.70 in Q1 2025 to US$169.2 million and US$0.77 respectively in Q1 2026. Trailing twelve month EPS sits at US$3.43 on revenue of US$679.3 million, giving investors a clean read on profit trends into this print. With that backdrop, the latest release points to a...
NasdaqGS:TWIN
NasdaqGS:TWINMachinery

Twin Disc (TWIN) Q3 Net Margin Progress Challenges Cautious Valuation Narratives

Twin Disc (TWIN) has just posted Q3 2026 results with revenue of US$96.7 million, basic EPS of US$0.23 and net income of US$3.3 million. This sets the stage against a year in which trailing EPS growth has been very large and the trailing net profit margin sits at 7.3%. Over recent quarters, revenue has moved between US$79.996 million and US$96.7 million, while quarterly basic EPS has ranged from a small loss of US$0.04 to US$1.58. This gives a clear view of how earnings have tracked against a...
NYSE:WHD
NYSE:WHDEnergy Services

Cactus (WHD) Margin Drop And Q1 EPS Loss Challenge Bullish Narratives

Q1 2026 results set up a mixed profitability story for Cactus (WHD) Cactus (WHD) opened 2026 with Q1 revenue of US$388.3 million and a basic EPS loss of US$0.70, while trailing twelve month EPS stood at US$1.06 on US$1.2 billion of revenue. Over recent quarters the company has seen revenue move from US$280.3 million in Q1 2025 to US$388.3 million in Q1 2026. Over the same period, quarterly EPS shifted from a profit of US$0.65 to a loss of US$0.70. This sets up a story where top line growth...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Tripadvisor (TRIP) Margin Compression And Q1 Loss Reinforce Bearish Profitability Narratives

Tripadvisor (TRIP) has opened Q1 2026 with revenue of US$382.4 million and a basic EPS loss of US$0.28, setting the tone for a quarter where top line scale and bottom line pressure sit side by side. The company has seen quarterly revenue move from US$398 million in Q1 2025 to US$382.4 million in Q1 2026, while basic EPS shifted from a loss of US$0.08 to a loss of US$0.28. This puts the spotlight firmly on how efficiently that revenue is being converted into profit. See our full analysis for...