U.S. Software Stock News

In late April 2026, Parker-Hannifin reported third-quarter fiscal 2026 results showing higher sales of US$5,486 million but slightly lower net income of US$904 million year over year, raised full-year guidance to about US$27.10 in diluted EPS on 7% reported sales growth, increased its quarterly dividend to US$2.00 per share, and continued share repurchases under its long-running buyback program. This mix of stronger top-line growth, ongoing capital returns, and only modest profit compression...

If you are wondering whether Corning at US$181.57 is still offering value after a big run, or if you are late to the story, this article walks through what the current price might be implying. The stock has logged returns of 19.5% over 7 days, 23.9% over 30 days, 100.3% year to date and 310.9% over the last year, with a very large 3 year return and 384.1% over 5 years, which naturally raises questions about how much potential future upside or downside is already priced in. Recent coverage...

DexCom, Inc. reported past first-quarter 2026 results with sales of US$1.19 billion and net income of US$199.5 million, alongside higher basic and diluted EPS from continuing operations versus a year earlier. The company also reaffirmed its 2026 revenue outlook of US$5.16 billion to US$5.25 billion and scheduled a May 14 Investor Day to outline its long-term financial outlook and innovation priorities. With stronger quarterly earnings and reiterated full-year revenue guidance, we'll now...

Considering whether Maplebear at around US$40 a share is starting to look attractive, or if the stock still carries too much risk for the price you would be paying. Over the last week the stock saw a 5.2% decline, while the 30 day return sits at a 2.3% decline and the year to date move is an 8.5% decline, leaving the 1 year return at a 6.5% decline. Recent coverage has focused on how the stock's performance over different time frames may be influencing sentiment around its long term...

Archer-Daniels-Midland (ADM) just reported first quarter earnings that combined steady year-on-year figures with a lift in full year guidance, putting fresh attention on the stock after a strong recent run. See our latest analysis for Archer-Daniels-Midland. The Q1 update and higher full year guidance come after a strong run in the stock, with a 90 day share price return of 19.24% and a year to date share price return of 32.13%. The 1 year total shareholder return of 68.70% and 5 year total...

Emerson Electric (EMR) has just posted Q2 2026 results with revenue of US$4.6 billion, Basic EPS of US$1.10, and net income excluding extra items of US$618 million. This sets a clear marker for how the business is currently earning its money. The company has seen quarterly revenue move from US$4.4 billion in Q2 2025 to US$4.6 billion in Q2 2026, while Basic EPS shifted from US$0.86 to US$1.10 over the same period, giving you a clean year over year read on the top and bottom line. With...

If you are wondering whether Moody's at around US$448 per share is offering good value right now, or if the stock is already pricing in a lot of optimism, this article breaks that question down in plain terms. The stock is roughly flat over the last month with a 1.0% return. However, that sits against a 10.1% year to date decline and a 3.4% decline over the past year, following stronger 3 year and 5 year returns of 48.1% and 46.3%. Recent market attention on credit risk, debt markets and...

Coca-Cola Consolidated (COKE) is back in focus after committing US$35 million to a new glass bottle line in Indianapolis and reporting first quarter sales of US$1,846.67 million and net income of US$111.56 million. See our latest analysis for Coca-Cola Consolidated. The recent glass bottling investment and first quarter earnings update come against a strong backdrop, with a 35.4% 3 month share price return and a very large 5 year total shareholder return of 609.87% suggesting momentum has...

McLane Company, a Berkshire Hathaway subsidiary, has started a driverless trucking program with Aurora Innovation on the Dallas to Houston route. The partnership uses SAE Level 4 autonomous trucks for long haul freight operations between the two Texas hubs. This is Berkshire Hathaway’s first commercial scale deployment of AI enabled autonomous vehicles within its core distribution network. Berkshire Hathaway (NYSE:BRK.A), recently trading around $705,940.0 per share, is using this move at...

CoreCivic, Inc. has reported its first-quarter 2026 results, with revenue rising to US$614.73 million and net income reaching US$37.92 million, lifting earnings per share from continuing operations to US$0.38 from US$0.23 a year earlier. Against this backdrop of stronger quarterly performance, recent insider share sales by the Chief Administrative Officer and AI-flagged downside risk indicators add extra context for investors assessing the business outlook. With CoreCivic’s first-quarter...

Why e.l.f. Beauty (ELF) is back on investors’ radar e.l.f. Beauty (ELF) recently closed 1.95% higher while the S&P 500 declined, as investors focused on upcoming financial results that pair lower earnings projections with expectations for higher revenue. See our latest analysis for e.l.f. Beauty. That latest move sits against a mixed backdrop, with a 1 day share price return of 3.38% and a 90 day share price return decline of 20.08%, while the 5 year total shareholder return of 121.61%...

In early May 2026, Mineralys Therapeutics reported that it had submitted a New Drug Application for its aldosterone synthase inhibitor lorundrostat in treatment-resistant hypertension, scheduled its first-quarter 2026 results and earnings call for May 6, and granted inducement equity awards to new non-executive employees under its 2025 inducement plan. Alongside this regulatory progress, Mineralys is drawing increased investor and industry attention through positive commentary on...

In the past week, Kymera Therapeutics reported first-quarter 2026 results showing a net loss of US$69.23 million, while separately unveiling new preclinical data for KT-579, its oral IRF5 degrader, that showed disease-modifying activity in inflammatory bowel disease models. The KT-579 update is important because it suggests a single oral degrader candidate might influence multiple disease-driving pathways in inflammatory bowel disease, potentially broadening Kymera's future immunology...

Innovex International, Inc. reported first‑quarter 2026 results with sales of US$239.03 million, slightly lower than a year earlier, and swung from a net income of US$14.76 million to a net loss of US$16.67 million. Alongside the loss, the company issued second‑quarter 2026 revenue guidance of US$235 million to US$245 million, highlighting risks from a less favorable product mix and potential cost and sales disruptions linked to the ongoing Middle East conflict. We will now examine how...

Recent share performance and business scale Without a specific news catalyst, Netflix (NFLX) still gives investors plenty to consider, as the stock has moved in different directions over the past month and past 3 months while the underlying business remains sizeable. The company recently closed at US$88.27, with a market value of about US$370.1b. Over the past month the stock shows a return of about an 11% decline, compared with a roughly 9% gain over the past 3 months and a 1-year total...

Carter's (CRI) opened 2026 with Q1 revenue of US$681.1 million and basic EPS of US$0.39 on net income of US$13.9 million, setting the tone for how the rest of the year might shape up. Over the past year, revenue has ranged from US$585.3 million to US$925.5 million per quarter, while basic EPS has moved between roughly US$0.01 and US$1.78. This gives you a clear sense of how the top and bottom lines have been tracking into this latest report. Against that backdrop of modest revenue growth...

Skyworks Solutions (SWKS) opened Q2 2026 with total revenue of US$943.7 million and basic EPS of US$0.24, alongside trailing 12 month EPS of US$2.41 on revenue of US$4.0 billion. Over recent quarters, revenue moved from US$953.2 million and EPS of US$0.43 in Q2 2025 to US$1.10 billion and EPS of US$0.95 in Q4 2025, before landing at Q2 2026 levels. This sets up a quarter in which investors are likely to focus on how current margins compare with a mixed earnings and revenue path. See our full...

If you are wondering whether EMCOR Group at around US$943.75 is priced attractively or already reflects a lot of optimism, starting with a clear look at valuation can help frame your next move. The stock has shown strong recent returns, with 13.2% over the last 7 days, 24.6% over the last 30 days, 47.8% year to date and 117.8% over the past year, which can affect how comfortable you feel paying today's price. Recent coverage has focused on EMCOR Group's role in construction and capital...

In April 2026, Moog Inc. reported second-quarter results showing sales of US$1,051.95 million and net income of US$81.84 million, alongside affirming full-year 2026 net sales guidance of US$4.30 billion and declaring a US$0.30 quarterly dividend per share. The combination of stronger year-over-year earnings and an unchanged full-year sales outlook suggests Moog's recent profit improvement is occurring within a steady, rather than accelerated, growth plan. With this backdrop of higher...

If you are wondering whether UnitedHealth Group at around US$367 per share is offering fair value or a possible mispricing, it helps to break the story into what the stock has done recently and what the fundamentals suggest. Over the past month, the stock has returned 30.5%, even though the 1 year return sits at a 3.4% loss and the 3 year return at a 20.5% loss, while the year to date return is 9.2%. Recent coverage has focused on how investors are reassessing large healthcare stocks like...

Aviat Networks, Inc. reported past third-quarter 2026 results showing revenue of US$100.0 million versus US$112.64 million a year earlier, swinging from net income of US$3.53 million to a net loss of US$2.07 million. Despite this weaker quarter, Aviat’s nine-month results showed relatively steady revenue at US$318.8 million and a move from a net loss of US$3.86 million to net income of US$3.82 million, alongside updated full-year 2026 revenue guidance of US$428.0 million to US$440.0...

In late April, Fair Isaac Corporation reported second-quarter 2026 results showing revenue of US$691.68 million and net income of US$264.46 million, and raised its full-year 2026 guidance for revenue, GAAP net income, and GAAP EPS. At the same time, FICO highlighted strong momentum in its Scores segment and B2B solutions, reinforcing its role at the center of modern credit decisioning. Next, we’ll examine how FICO’s raised 2026 earnings guidance may reshape its investment narrative built...

Cricut (CRCT) opened 2026 with Q1 revenue of US$159.5 million and basic EPS of US$0.10, as investors weigh these fresh results against a trailing twelve month EPS of US$0.34 on revenue of US$705.6 million and a recent share price around US$4.44. Over the past year, the company has seen earnings grow 9% while net profit margin moved to 10.4% from 9.5%, even as revenue growth of 0.2% stayed close to flat against a much faster 11.3% benchmark for the broader US market. That mix of modest top...

Steven Madden (SHOO) opened 2026 with Q1 revenue of $653.1 million and basic EPS of $1.01, setting the tone for how investors will judge the latest quarter against a mixed recent track record. Over the past year, quarterly revenue has ranged from $553.5 million to $753.7 million, while basic EPS has swung between a loss of $0.56 and a high of $1.01, underscoring how quickly earnings can shift for this business. With trailing net profit margins compressed and a large one off loss still visible...