U.S. Software Stock News

New York Times (NYT) opened 2026 with Q1 revenue of US$712.2 million and basic EPS of US$0.54, compared with US$629.2 million of revenue and EPS of US$0.30 in the same quarter a year ago. Over the trailing twelve months, revenue has moved from US$2.56 billion to US$2.87 billion while basic EPS shifted from US$1.79 to US$2.35, setting the backdrop for investors focused on earnings momentum. With net profit margins higher over the last year than the year before, the latest numbers point to a...

Allegion (ALLE) is back in focus after reporting first quarter 2026 results with sales of US$1,033.6m and net income of US$138.1m, along with higher full year revenue growth guidance incorporating its recent DCI acquisition. See our latest analysis for Allegion. Allegion’s recent earnings update and higher full year revenue guidance come after a 90 day share price return of 23.03% decline and a year to date share price return of 15.9% decline, while the 3 year total shareholder return of...

In late April 2026, Wolverine World Wide announced a 2‑for‑1 stock split effective November 1, 2026 for shareholders of record on October 1, 2026, while keeping its quarterly dividend yield broadly unchanged. Alongside this, Wolverine expanded brand collaborations, from the 2026 Wolverine x Metallica Scholars collection that directs half of proceeds to skilled‑trades education, to a Chaco x Wrangler outdoor capsule, highlighting how product partnerships and community investment are being...

Digi International Inc. has released its second-quarter and six-month results to March 31, 2026, reporting revenue of US$130.74 million and net income of US$11.3 million for the quarter, and US$253.21 million and US$23.01 million respectively for the half year, all higher than the same periods a year earlier. Alongside this financial update, SmartSense by Digi published new consumer research showing that economic pressures are curbing fast casual dining, while food safety and operational...

Damora Therapeutics recently granted non-qualified stock options for 57,500 shares to two newly hired, non-executive employees and announced that Lori Firmani has stepped down as Chief Financial Officer, with Senior Vice President of Finance Brian Burkavage assuming the principal financial and accounting officer roles effective May 1, 2026. This combination of fresh equity incentives and a shift in financial leadership highlights how Damora Therapeutics is reshaping its internal structure to...

Rithm Capital (RITM) has drawn fresh attention after reporting first quarter 2026 earnings, with sales of US$191.69 million, net income of US$102.68 million, and diluted earnings per share of US$0.12. See our latest analysis for Rithm Capital. At a share price of US$9.84, Rithm Capital has a 1-month share price return of 2.07% but a 90-day share price decline of 8.38%, while the 3-year total shareholder return of 65.27% points to stronger long term compounding. If Rithm’s recent earnings have...

Bioventus (BVS) opened 2026 with Q1 revenue of US$132.1 million and basic EPS of US$0.05, alongside trailing twelve month revenue of US$576.3 million and basic EPS of US$0.43 that reflect a period of positive net income. Over recent quarters the company has seen revenue range from US$123.9 million to US$157.9 million, while basic EPS moved from a loss of US$0.04 in early 2025 to US$0.22 in Q4 2025 and US$0.05 in the latest quarter, setting up a narrative that now hinges on how durable these...

Why Ameriprise’s latest earnings, dividend move, and buyback matter for shareholders Ameriprise Financial (AMP) has just packed earnings, a higher quarterly dividend, and fresh buyback progress into one update, giving you several angles to reassess what you expect from the stock. See our latest analysis for Ameriprise Financial. Ameriprise’s first quarter earnings beat, higher dividend, and ongoing buybacks come after a 10.43% 1 month share price return, while the 1 year total shareholder...

Datavault AI Inc. recently completed a US$60,000,001 registered direct follow-on equity offering of 109,090,910 common shares at US$0.55 each, raising capital primarily to build out its quantum-ready GPU edge network and for working capital and other corporate needs. Combined with a previously announced US$120 million cash contribution from Scilex Holding Company, this capital raise marks a significant funding step for Datavault AI’s plan to expand its AI infrastructure footprint across...

Q1 2026 headline results and setup Corteva (CTVA) opened 2026 with Q1 revenue of US$4.9 billion and basic EPS of US$1.07, with trailing twelve month net income of US$1.25 billion giving investors a fuller view of the current earnings run rate. The company reported quarterly revenue of US$4.42 billion in Q1 2025 and US$4.91 billion in Q1 2026, while basic EPS moved from US$0.97 to US$1.07 over the same period as trailing net profit margins held close to 7%. With earnings growth forecasts...

Solventum (SOLV) opened Q1 2026 with revenue of US$2.0 billion and basic EPS of US$0.07, putting fresh numbers on the table for investors focused on how its earnings profile is evolving. Over the past few reporting periods, revenue has moved between US$2.1 billion in Q1 2025 and US$2.0 billion in Q1 2026, while basic EPS shifted from US$0.79 in Q1 2025 to US$0.07 in the latest quarter, with the trailing twelve months showing revenue of US$8.3 billion and basic EPS of US$8.22. This mix of...

Standard BioTools (LAB) has kicked off Q1 2026 with revenue of about US$21.1 million and a basic EPS loss of roughly US$0.04. This sets a cautious tone around how much of that top line is flowing through to the bottom line. The company has seen quarterly revenue move between roughly US$19.6 million and US$24.8 million since Q4 2024, while basic EPS has ranged from a loss of about US$0.08 to a profit of roughly US$0.04 over the same period. This underscores how sensitive margins have been to...

Marathon Petroleum (MPC) has drawn fresh attention after reporting first quarter 2026 profitability, expanding its share repurchase authorization by US$5 billion, maintaining its dividend, and filing a broad shelf registration for future securities issuance. See our latest analysis for Marathon Petroleum. The share price reaction has been mixed in the short term, with a 1 day share price return showing a 5.65% decline and a 7 day gain of 1.64%. However, the 90 day share price return of 25.51%...

Tempus AI (TEM) opened Q1 2026 with revenue of US$348.1 million and a basic EPS loss of US$0.70, while trailing 12 month figures show US$1.4 billion in revenue and a basic EPS loss of US$1.72. This keeps the focus firmly on scaling rather than profitability. Over recent quarters the company has seen revenue move from US$255.7 million in Q1 2025 to US$348.1 million in Q1 2026, with basic EPS losses ranging between US$0.25 and US$0.70 per quarter across that period. For you as an investor, this...

CRISPR Therapeutics (NasdaqGM:CRSP) has expanded its lead CAR-T program, zugo-cel, into new autoimmune disease indications. The company advanced multiple in vivo liver-directed gene editing and siRNA programs into clinical development. CASGEVY, its gene-editing therapy, continues to see commercial traction, and a recent regulatory filing aims to extend its label to younger pediatric patients. A major convertible notes offering has strengthened the balance sheet and is funding a broader...

If you are wondering whether Dell Technologies stock still offers value after a strong run, the next sections will walk through what the current price might be implying. The stock has recently closed at US$238.80, with returns of 16.1% over 7 days, 37.9% over 30 days, 86.9% year to date, 153.1% over 1 year and a very large 3 year and 5 year return. Recent price moves sit against a backdrop of ongoing interest in large tech hardware and infrastructure companies, as investors reassess how...

Intapp (NasdaqGS:INTA) has reported Q3 2026 revenue of US$146.0 million with a basic EPS loss of US$0.20, alongside net income excluding extra items of a US$15.5 million loss. The company has seen quarterly revenue progress from US$121.2 million in Q2 2025 to US$129.1 million in Q3 2025 and US$146.0 million in Q3 2026. Over the same periods, basic EPS moved from a US$0.13 loss to a US$0.04 loss and then a US$0.20 loss, setting up this quarter as another test of how quickly margins can move...

If you are wondering whether Willis Towers Watson at around US$252 per share looks attractively priced or just fairly valued, the recent share performance gives some important clues. The stock has seen a 13.0% decline over the past week, a 13.3% decline over the past month, a 22.6% decline year to date, and a 16.5% decline over the last year. However, the 3 year and 5 year returns of 15.0% and 3.3% respectively paint a different picture over longer periods. Recent news coverage has focused...

Bowman Consulting Group (BWMN) opened Q1 2026 with revenue of US$126.5 million and a basic EPS loss of US$0.22, alongside trailing twelve month EPS of US$0.62 on US$503.6 million of revenue. Over the past year, the company has seen revenue move from US$444.6 million to US$503.6 million on a trailing basis, while EPS shifted from US$0.16 to US$0.62, giving investors a clear view of how the top line and per share earnings have tracked together. Taken together with a trailing net margin that now...

Ferroglobe (NasdaqCM:GSM) opened 2026 with Q1 revenue of US$347.7 million and a basic EPS loss of US$0.04, alongside a trailing 12 month net loss of US$111.3 million on revenue of US$1.4 billion. Over recent quarters the company has seen revenue move between US$307.2 million and US$386.9 million, while quarterly basic EPS has ranged from a loss of US$0.04 to a loss of US$0.43 as profitability remained under pressure and margins stayed in the red. See our full analysis for Ferroglobe. With the...

In late April 2026, Delta Air Lines faced shareholder activism as proposals were filed to introduce cumulative voting and written-consent rights, while the company urged investors to vote against these governance changes in its definitive proxy ahead of the June 18, 2026 annual meeting, and also declared a quarterly dividend of US$0.19 per share payable June 4, 2026. At the same time, Delta has been dealing with widespread flight cancellations, rising jet fuel costs, and service cutbacks on...

BeOne Medicines (ONC) opened 2026 with Q1 revenue of US$1.5b and basic EPS of US$2.05, alongside net income of US$227.4 million. This sets a clear marker for how the business is currently converting its top line into earnings. Over the past year, the company has seen quarterly revenue move from US$1.1b in Q1 2025 to US$1.5b in Q1 2026, while basic EPS shifted from essentially flat at US$0.01 to US$2.05. This gives investors a straightforward read on how profitability is tracking against the...

Hackett Group (HCKT) has opened Q1 2026 with total revenue of US$67.8 million and basic EPS of US$0.17, alongside trailing twelve month revenue of US$292.5 million and EPS of US$0.53. These figures sit against a net profit margin of 4.8% versus 7.8% a year earlier. Over recent quarters the company has seen quarterly revenue move from US$76.2 million in Q1 2025 to US$77.6 million in Q2 2025, US$72.2 million in Q3 2025 and US$74.8 million in Q4 2025, before landing at US$67.8 million in Q1...

BorgWarner (BWA) opened Q1 2026 with total revenue of US$3.5 billion and basic EPS of US$1.18, setting a clearer earnings picture after a run of mixed quarterly figures that included a Q4 2025 loss. Over the last five reported quarters, revenue has moved in a tight band between US$3.4 billion and US$3.6 billion, while quarterly basic EPS has ranged from a loss of US$1.84 in Q4 2024 to a high of US$1.18 in the latest quarter. The key question for you is how durable these margins look as...