U.S. Software Stock News

NCR Atleos Corporation has reported its first-quarter 2026 results, with revenue rising to US$1,043 million and net income reaching US$22 million, alongside a renewed ATMaaS contract to manage 22 ATMs across Castle Leisure’s 11 UK venues. The combination of higher quarterly earnings per share and the Castle Leisure extension underscores how NCR Atleos is deepening its ATM-as-a-Service footprint while improving profitability. Next, we’ll examine how this first-quarter earnings improvement...

In late April 2026, Shift4 Payments and its venue partners announced new deals to power payments and commerce at Wrigley Field and Inter Miami CF’s Nu Stadium, extending Shift4’s integrated technology across concessions, retail, ticketing, and surrounding entertainment areas. By embedding its end-to-end payment systems into these high-traffic sports venues across baseball and soccer, Shift4 is deepening its presence in live-event commerce and reinforcing its role in shaping how fans pay and...

Marriott International (MAR) opened 2026 with Q1 revenue of US$6.7b and basic EPS of US$2.44, supported by net income of US$648m. The company has seen quarterly revenue move from US$1,608m in Q1 2025 to US$6,654m in Q1 2026, while basic EPS over that same stretch ranged between about US$1.66 and US$2.78 before landing at US$2.44 most recently. This sets up a results season where top line scale and earnings power sit firmly in focus for investors watching how margins hold up. See our full...

Weave Communications (WEAV) just posted its Q1 2026 numbers, with revenue of US$65.5 million, a basic EPS loss of US$0.07, and net income loss of US$5.77 million setting the tone for the quarter. Over the past year, the company has seen quarterly revenue move from US$55.8 million in Q1 2025 to US$65.5 million in Q1 2026, while basic EPS losses have ranged between roughly US$0.02 and US$0.12 per quarter. For you as an investor, the story this quarter is about a business adding revenue while...

F5 (FFIV) has put fresh numbers on the board for Q2 2026, reporting revenue of US$811.7 million and basic EPS of US$2.61, with trailing 12 month EPS at US$12.33 on revenue of US$3.2 billion. Over recent quarters the company has seen revenue move from US$731.1 million and EPS of US$2.51 in Q2 2025 to US$810.1 million and EPS of US$3.30 in Q4 2025, before landing at the latest Q2 2026 levels. This sets up the latest release as a check in on how earnings growth and margins are holding up. See...

Hut 8 (HUT) opened 2026 with Q1 revenue of US$71.0 million, a basic EPS loss of US$1.98, and a net loss excluding extra items of US$219.8 million. On a trailing 12‑month basis, revenue stood at US$284.3 million and basic EPS was a loss of US$2.90 on a US$311.4 million net loss. Over recent quarters the company has seen revenue move from US$21.8 million in Q1 2025 to US$88.5 million in Q4 2025 before landing at US$71.0 million in Q1 2026. This came alongside basic EPS that has swung between a...

How Hercules Capital's Latest Numbers Set the Stage for the Current Debate Hercules Capital (HTGC) has opened 2026 with Q1 revenue of US$141.5 million and basic EPS of US$0.23, alongside trailing twelve month revenue of US$554.5 million and EPS of US$1.83 that reflect the strong 49.4% earnings growth recorded over the past year. Over recent quarters the company has seen revenue move from US$119.5 million in Q1 2025 to US$141.5 million in Q1 2026, with quarterly EPS ranging from US$0.29 to...

Unum Group (UNM) has been in focus after reporting first quarter 2026 results, with revenue of US$3,355.2 million and net income of US$232 million, alongside higher earnings per share versus a year earlier. See our latest analysis for Unum Group. At a share price of US$80.29, Unum Group has seen a 30 day share price return of 5.87% and a 90 day share price return of 6.12%. Its 3 year total shareholder return of 96.88% and 5 year total shareholder return of 223.37% point to solid longer term...

Realty Income Corporation has already reported its first-quarter 2026 results, posting sales of US$1,440.82 million, revenue of US$1,548.73 million, and net income of US$311.77 million, with basic and diluted EPS from continuing operations of US$0.33, all higher than a year earlier. The company paired this earnings strength with its 113th consecutive quarterly dividend increase and ongoing high occupancy, underlining its role as a consistent monthly income vehicle for dividend-focused...

American Well Q1 2026 earnings snapshot American Well (AMWL) opened 2026 with Q1 revenue of US$54.9 million and a basic EPS loss of US$0.66, alongside a trailing twelve month EPS loss of US$5.40 on revenue of US$237.4 million. The company reported a change in quarterly revenue from US$66.8 million in Q1 2025 to US$54.9 million in Q1 2026, while quarterly EPS losses across that period have ranged between about US$0.66 and US$2.77. These figures provide the context for assessing current...

IonQ (IONQ) just posted a first quarter that grabbed investor attention, with sales of US$64.67 million and net income of US$805.36 million, prompting a sharp lift in full year revenue guidance. See our latest analysis for IonQ. The earnings surprise and guidance lift have come on top of sharp recent gains, with a 1 month share price return of 79.79% and a 1 year total shareholder return of 80.40%, while the 3 year total shareholder return stands at about 7x, pointing to strong long term...

IQVIA Holdings (IQV) Q1 2026 earnings snapshot IQVIA Holdings (IQV) opened 2026 with Q1 revenue of about US$4.2b and basic EPS of US$1.63, setting the tone for how its earnings profile is evolving after a year in which trailing 12 month EPS came in at US$8.14 on revenue of about US$16.6b. Over the last five reported quarters, the company has seen quarterly revenue move from US$3.8b in Q1 2025 to US$4.2b in Q1 2026, while basic EPS across those prints has ranged between US$1.42 and US$3.02,...

KBR’s first-quarter 2026 results, reported on May 5, showed sales of US$1,923 million and net income of US$102 million, with earnings per share slightly lower than a year earlier. Alongside earnings, KBR’s Mission Technology Solutions arm secured several large U.S. government contracts, including US$449 million in LOGCAP V task order modifications and new multi-year awards that expand its AI-enabled defense and transportation work. We’ll now explore how these new U.S. Army LOGCAP V awards...

In late April 2026, Atlassian reported third-quarter revenue of US$1,786.97 million, up from US$1,356.72 million a year earlier, while recording a net loss of US$98.39 million and guiding to fourth-quarter revenue of about US$1,653–1,661 million with a modest GAAP operating margin and much higher non-GAAP margin expectations for 2026. Alongside these results, Atlassian highlighted accelerating adoption of its AI-native platform, expanding cloud and data-center usage, and deeper partner...

Silicon Laboratories (SLAB) opened Q1 2026 with revenue of US$213.5 million and a basic EPS loss of US$0.48, as net income excluding extra items came in at a loss of US$15.9 million. The company has seen quarterly revenue move from US$166.2 million in Q4 2024 to US$177.7 million in Q1 2025, then to US$213.5 million in Q1 2026. Over the same quarters, EPS shifted from a loss of US$0.73 to a loss of US$0.94 and then to a loss of US$0.48. For investors, the key question is whether this top line...

Viemed Healthcare (VMD) has kicked off 2026 with Q1 revenue of US$75.4 million and basic EPS of US$0.07. This compares with trailing twelve month revenue of US$286.6 million and EPS of US$0.39 that reflect 21.2% earnings growth over the last year. The company has seen quarterly revenue move from US$59.1 million and EPS of US$0.07 in Q1 2025 to US$75.4 million and EPS of US$0.07 in Q1 2026. This sets the scene for investors to weigh that earnings profile against a 5.2% net margin that keeps...

Ultragenyx Pharmaceutical (RARE) opened Q1 2026 with revenue of US$136 million and basic EPS of US$1.84 loss, while trailing twelve month figures show revenue of US$670 million and basic EPS of US$6.11 loss. Over recent quarters, revenue has moved between US$139.3 million in Q1 2025 and US$207.3 million in Q4 2025, as basic EPS losses ranged from US$1.17 to US$1.81 per quarter. This gives investors a clear view of how top line growth is running ahead of earnings. For anyone watching margins...

Cencora (COR) just released its second quarter results, with sales of US$78.4b and net income of US$1.6b, drawing fresh attention to how the stock reflects its healthcare distribution and specialty pharma exposure. See our latest analysis for Cencora. The earnings release has arrived alongside a sharp reset in sentiment, with the share price at US$252.74 after a 1-day share price return decline of 17.38% and a 90-day share price return decline of 28.23%. However, the 5-year total shareholder...

Tompkins Financial (TMP) reported first quarter results that included net interest income of US$71.86 million and net income of US$26.07 million, alongside higher earnings per share from continuing operations compared with a year earlier. See our latest analysis for Tompkins Financial. The earnings release on 24 April 2026, along with the ongoing buyback program and confirmation of the quarterly dividend, has coincided with an 18.36% year to date share price return and a 45.13% one year total...

Southwest Gas Holdings (SWX) opened 2026 with Q1 revenue of US$585.1 million and basic EPS of US$1.91, setting the tone for how investors may read the rest of the year. The company has seen quarterly revenue move from US$553.1 million in Q4 2024 to US$585.1 million in Q1 2026, while basic EPS has ranged from US$1.18 in Q4 2024 to US$1.91 in the latest quarter. This gives investors a clear view of how the top and bottom line are tracking as margins and profitability stay in focus. See our full...

Murphy Oil Corporation has now reported its first-quarter 2026 results, with revenue rising to US$733.55 million from US$665.71 million a year earlier, while net income declined to US$52.99 million and diluted earnings per share from continuing operations fell to US$0.37. This mix of higher sales but weaker profitability highlights pressure on margins, raising questions about how efficiently Murphy Oil is converting growing revenue into earnings. We’ll now explore how this combination of...

Investors may be wondering whether Autoliv stock now reflects its underlying value, or if the recent attention has left some mispricing on the table. The share price recently closed at US$121.25, with returns of 7.0% over 7 days, 15.2% over 30 days, 33.2% over 1 year, 49.8% over 3 years, 44.3% over 5 years and a small year to date loss of 0.7%. Recent coverage has focused on Autoliv as a key player in vehicle safety systems. This helps frame how investors are thinking about its earnings...

Bristow Group (VTOL) has opened Q1 2026 with total revenue of US$388.7 million and basic EPS of US$0.45, alongside trailing twelve month revenue of about US$1.5 billion and EPS of US$3.96. Over recent quarters, the company has seen revenue move from US$350.5 million in Q1 2025 to US$388.7 million in Q1 2026, while quarterly EPS shifted from US$0.95 to US$0.45, setting the scene for investors who are watching how earnings forecasts and margin trends line up with this latest print. With net...

Match Group (MTCH) opened 2026 with Q1 revenue of US$863.9 million and basic EPS of US$0.71, setting the tone for how the business is entering the new year. The company has seen quarterly revenue move from US$831.2 million and EPS of US$0.47 in Q1 2025 through a series of higher and lower prints over 2025 to the latest Q1 2026 figures, giving investors a fuller view of how the top and bottom lines have tracked over the last five reported quarters. With trailing 12 month EPS at US$2.78 and net...