U.S. Software Stock News

Calix (CALX) is back in focus after Fort Collins Connexion expanded its use of the Calix One platform, leaning on SmartHome and SmartBiz to support higher subscriber adoption and measured revenue growth across residential and small business markets. See our latest analysis for Calix. Despite the Fort Collins Connexion expansion highlighting fresh demand for its platforms, Calix has faced a 10.78% 1 month share price decline and an 18.79% year to date share price loss, while the 1 year total...

Somnigroup International (SGI) opened 2026 with Q1 revenue of US$1.8 billion and basic EPS of US$0.50, setting the tone for how investors will read the rest of this year’s earnings story. Over the past year, the company has seen trailing twelve month revenue move from US$4.9 billion to US$7.7 billion, while trailing EPS shifted from US$2.21 to US$2.48. This gives you a clear view of how top line and per share results have tracked ahead of this quarter. With net margin over the last 12 months...

Avient (AVNT) opened 2026 with Q1 revenue of US$847.4 million and basic EPS of US$0.61, setting the tone for how investors assess the latest results against last year’s turnaround from a Q1 2025 EPS loss of US$0.22. Over recent quarters the company has seen revenue move from US$826.6 million in Q1 2025 to US$866.5 million in Q2 2025, US$806.5 million in Q3 2025 and US$760.6 million in Q4 2025 before reaching US$847.4 million in Q1 2026. EPS shifted from that early 2025 loss to US$0.57,...

Arcutis Biotherapeutics (ARQT) opened Q1 2026 with total revenue of US$105.4 million, basic EPS of a US$0.09 loss, and a net income loss of US$11.3 million, while its trailing twelve month revenue stood at US$415.6 million and basic EPS at a US$0.02 loss. Over recent quarters, the company reported revenue moving from US$71.4 million in Q4 2024 to US$129.5 million in Q4 2025, with quarterly basic EPS shifting between a loss of US$0.20 in Q1 2025 and a profit of US$0.14 in Q4 2025. For...

Walker & Dunlop (WD) opened 2026 with Q1 revenue of US$282.3 million and basic EPS of US$0.48, alongside net income of US$15.9 million, setting a clear marker for how the year is starting to shape up. The company has seen revenue move from US$218.1 million and basic EPS of US$0.08 in Q1 2025 to US$282.3 million and EPS of US$0.48 in Q1 2026. Trailing twelve month revenue sits at about US$1.2 billion with EPS of US$2.06, leaving investors to weigh these headline gains against a year where...

Hudson Pacific Properties (HPP) opened 2026 with Q1 revenue of US$181.9 million and basic EPS of US$0.82 loss per share, while trailing twelve month revenue stood at US$814.4 million against a TTM basic EPS of US$9.88 loss per share. Over recent quarters, revenue has moved between US$185.9 million and US$258.2 million while EPS ranged from a US$2.12 loss per share to a US$8.28 loss per share, giving investors a clear view of a business that is still working through weak margins and a long...

Q1 2026 earnings snapshot SmartRent (SMRT) opened 2026 with Q1 revenue of US$38.7 million and a basic EPS loss of US$0.02, as the business continues to work through a period of unprofitability. Over the past year, the company has seen quarterly revenue move between US$35.4 million and US$41.3 million while basic EPS ranged from a loss of US$0.21 to a loss of US$0.02, giving investors a clearer view of how the top line compares with ongoing earnings pressure. With year ahead forecasts calling...

Trinity Capital (TRIN) opened 2026 with Q1 total revenue of US$83.3 million and basic EPS of US$0.36, while trailing twelve month revenue stood at US$300.2 million and basic EPS at US$1.86. The company reported quarterly revenue increasing from US$62.7 million in Q1 2025 to US$83.3 million in Q1 2026. Over the same period, basic EPS moved from US$0.43 to US$0.36, alongside a trailing net profit margin of 46.1% compared with 53.4% a year earlier. Taken together, the current figures indicate...

Humana (HUM) is back in focus after its latest quarterly update paired higher revenue with slightly lower net income and a reduced full year GAAP diluted EPS outlook, a combination that often prompts investors to reassess expectations. See our latest analysis for Humana. Recent trading reflects that tension, with a 30 day share price return of 25.35% and a 90 day gain of 27.42% contrasting with a 3 year total shareholder return of 51.58% and a 5 year total shareholder return of 43.07%. This...

What Graham’s New Shelf Registration Could Mean For Investors Graham (GHM) has filed a shelf registration that permits the offering of up to $56.78 million in common stock, covering 599,808 shares. This filing places the company’s capital raising options in clearer focus for investors. See our latest analysis for Graham. Graham’s share price return has been strong in recent months, with a 14.41% 1 month gain and a 46.25% year to date move. Its 1 year total shareholder return of 176.98% and 3...

Xometry Q1 2026 Earnings Snapshot Xometry (XMTR) just posted Q1 2026 results with revenue of US$205.1 million, a basic EPS loss of US$0.05 and net income excluding extra items of a US$5.3 million loss, setting the stage for another quarter in which growth and profitability remain in focus. Over the past year, revenue has moved from US$151.0 million in Q1 2025 to US$205.1 million in Q1 2026, while basic EPS losses shifted from US$0.30 to US$0.05, giving investors a clearer read on how quickly...

General Motors (NYSE:GM) has seen its Chief Growth Officer depart during a period of product and marketing change. A new class action lawsuit has been filed alleging transmission defects in certain GM vehicles. These developments add fresh leadership and legal questions to GM’s broader transition efforts. General Motors is a large global automaker with core operations in vehicle design, manufacturing, and financing. The company is in the middle of a shift in product focus and marketing...

What recent returns say about Resideo Technologies Resideo Technologies (REZI) has moved in different directions over recent periods, with a 1 day return of a 1.9% decline and a 7 day return of a 2.6% decline, while the stock shows gains over the past month and past 3 months. See our latest analysis for Resideo Technologies. At a share price of $40.30, Resideo’s recent 1 month share price return of 15.04% sits alongside a 1 year total shareholder return of 101.00%. This suggests that recent...

Ascent Industries (ACNT) opened Q1 2026 with revenue of US$19.4 million and a basic EPS loss of US$0.21, while trailing 12 month figures show revenue of US$76.5 million and a basic EPS loss of US$0.57 as the company continues to operate in the red. Over recent quarters, revenue has moved from US$17.8 million in Q1 2025 to US$19.4 million in Q1 2026, while quarterly basic EPS has shifted from a loss of US$0.20 to a loss of US$0.21, keeping the focus squarely on how efficiently that top line is...

Black Hills (BKH) opened 2026 with Q1 revenue of US$780.7 million and basic EPS of US$1.74, alongside trailing 12 month EPS of US$3.90 on revenue of US$2.3 billion. This gives investors a clear read on both the latest quarter and the broader earnings run rate. Over the past year, the company has seen quarterly revenue range from US$430.2 million to US$805.2 million, while basic EPS moved between US$0.34 and US$1.88, setting a wide but well defined band for how the business is currently...

Fiserv (FISV) has reported first quarter 2026 results, with adjusted earnings per share comfortably ahead of expectations. Revenue of about US$5b came in slightly lower than last year and below consensus. See our latest analysis for Fiserv. The Q1 earnings beat has not translated into share price momentum, with a 7 day share price return of 9.32% and a year to date share price return of 13.39%. At the same time, the 1 year total shareholder return of 68.68% signals pressure over a longer...

Castle Biosciences (CSTL) opened Q1 2026 with revenue of US$83.7 million and a basic EPS loss of US$0.49, as net income excluding extra items came in at a loss of US$14.5 million. Over recent quarters, the company has seen revenue move between US$83.0 million and US$88.0 million while basic EPS has ranged from a loss of US$0.90 to a profit of US$0.16. This gives investors a clear view of how margins have been stretching and compressing as the business scales. See our full analysis for Castle...

Recent Share Performance and Business Context Amdocs (DOX) has drawn attention after a period where the stock showed mixed returns, including a 1.8% gain over the past day alongside declines over the past month and past 3 months. At a last close of US$65.14 and a market cap of about US$6.9b, the company’s profile combines global telecom software exposure with recent share price pressure. Some investors may see this as a reason to reassess expectations. See our latest analysis for...

In the past quarter, Performance Food Group Company reported third-quarter sales of US$16.29 billion, up from US$15.31 billion a year earlier, while net income from continuing operations eased to US$41.7 million and diluted earnings per share to US$0.27. Alongside this mixed profit picture, management highlighted strong momentum across all three segments, new wins in its Convenience business, and raised full-year revenue guidance, underpinned by recent acquisitions such as Cash-Wa and...

Cars.com (CARS) opened 2026 with Q1 revenue of US$180.2 million and basic EPS of US$0.08, setting the tone for how its profitability story is evolving after a mixed stretch of quarterly results. The company has seen quarterly revenue move between US$178.7 million and US$183.9 million over the past year, while basic EPS ranged from a loss of US$0.03 in Q1 2025 to US$0.12 in Q4 2025, giving investors a clear view of how earnings power has shifted across recent periods. With trailing net profit...

Mobileye Global stock: earnings beat and outlook raise draw investor focus Mobileye Global (MBLY) is back on investor radar after a stronger than expected first quarter, an upgraded full year outlook, and a new design win with Mahindra, alongside progress in robotaxi and advanced driver programs. See our latest analysis for Mobileye Global. The stock has recently seen a 23.54% 30 day share price return and a 2.07% 7 day share price return. However, the year to date share price return of...

If you are wondering whether American Water Works Company is fairly priced or offering hidden value, the recent share performance gives you a starting point but not the full picture. The stock closed at US$126.20, with returns of a 1.7% decline over 7 days, a 6.8% decline over 30 days, a 3.2% decline year to date, and an 11.0% decline over 1 year, which may suggest shifting views on risk and return. Recent news coverage has focused on American Water Works Company in the context of regulated...

Myers Industries (MYE) opened 2026 with Q1 revenue of US$164.6 million and basic EPS of US$0.38, while trailing twelve month revenue stood at US$828.7 million and EPS at US$1.12, supported by a trailing net margin of 5% compared with 1.3% a year earlier. Over recent quarters the company has seen revenue move from US$206.8 million and EPS of US$0.18 in Q1 2025 to US$164.6 million and EPS of US$0.38 in Q1 2026. This comes against a backdrop where trailing year earnings growth of about 295.5%...

Sempra (SRE) has opened 2026 with Q1 revenue of US$3.7b and basic EPS of US$1.59, putting fresh numbers on the table for investors tracking the stock at US$91.57. Over recent quarters, the company has seen quarterly revenue move between US$3.0b and US$3.8b, while basic EPS has ranged from about US$0.12 to US$1.59. This has taken place against a backdrop of earnings growth forecasts at roughly 15% per year and recent margin compression from 21.9% to 14.2%. The latest print therefore focuses...