U.S. Software Stock News

Establishment Labs Holdings (ESTA) has just posted Q1 2026 results with revenue of US$59.9 million and a basic EPS loss of US$0.45, alongside trailing 12 month revenue of US$229.6 million and an EPS loss of US$1.47. Over recent quarters, the company has seen quarterly revenue move from US$41.4 million in Q1 2025 to US$59.9 million in Q1 2026. Basic EPS has ranged from a loss of US$1.19 in Q4 2024 to a loss of US$0.45 in the latest quarter, setting up a results season where investors are...

TaskUs (TASK) opened 2026 with Q1 revenue of US$306.3 million and basic EPS of US$0.27, while trailing 12 month EPS sat at US$1.17 on US$1.2 billion of revenue and net income of US$105.5 million. This set a clear earnings season benchmark for investors tracking the stock at around US$6.37. Over recent quarters the company has seen revenue move from US$274.2 million in Q4 2024 to US$277.8 million in Q1 2025 and US$294.1 million in Q2 2025, alongside EPS shifting from US$0.10 in Q4 2024 to...

Plains GP Holdings is proceeding with the sale of its Canadian NGL business to Keyera Corp, even as the Canadian Competition Bureau challenges the deal. The transaction would leave Plains GP Holdings focused on crude oil midstream assets connecting Canada to the U.S. Gulf Coast. The news comes with the stock at $23.63, under the ticker NasdaqGS:PAGP. For investors watching NasdaqGS:PAGP, this planned divestiture is a major shift in how the company is positioned. The stock has seen a 21.7%...

Royal Gold (RGLD) opened 2026 with Q1 revenue of US$465.8 million and basic EPS of US$3.32, setting a clear marker for how its royalty and streaming portfolio is currently translating into shareholder earnings. The company has seen quarterly revenue move from US$191.7 million in Q1 2025 to US$465.8 million in Q1 2026, while basic EPS shifted from US$1.73 to US$3.32 over the same period. With trailing twelve month EPS at US$8.55 on revenue of about US$1.3 billion, the latest print keeps the...

Lufax Holding reported its full-year 2025 results, with revenue rising to CNY 27,127.61 million while sales fell to CNY 5,588.11 million and net loss narrowed to CNY 2,097.68 million, and it appointed experienced compliance executive Xiaodi Wang as Chief Compliance Officer. These developments come as multiple securities class action lawsuits allege Lufax materially misstated prior-year profits and lacked effective internal controls and disclosure practices. Against this backdrop, we will...

Serve Robotics (SERV) is back on investors’ radars after first quarter 2026 results, with sales of US$2.98 million and a net loss of US$49 million setting the stage for a closer look. See our latest analysis for Serve Robotics. The stock has been volatile around the earnings release, with a 1-day share price return of a 5.11% decline and a 7-day share price return of a 3.61% decline, while the 1-year total shareholder return of 38.57% indicates that some momentum remains. If Serve Robotics...

In late April 2026, Rush Enterprises reported first-quarter results showing revenue of US$1.68 billion, net income of US$61.45 million and higher earnings per share than a year earlier, while its Board declared a US$0.19 per-share dividend for payment on June 10, 2026. The combination of rising earnings per share on lower revenue and a maintained cash dividend highlights management’s focus on cost control and consistent shareholder returns. Next, we’ll examine how resilient earnings amid...

In the first quarter of 2026, GXO Logistics reported sales of US$3,298 million and returned to profitability with net income of US$4 million, reversing a loss a year earlier. This profit recovery, alongside raised full-year guidance and a growing pipeline of automation-led contracts such as the Autoload rollout for Grupa Zywiec, highlights how GXO is leaning on technology to improve efficiency and earnings quality. Now we’ll examine how this return to profitability and higher full-year...

C3.ai (AI) is back in focus after reporting that federal, defense, and aerospace bookings now account for most of its business, while a planned 26% workforce reduction targets roughly US$135 million in annual cost savings. See our latest analysis for C3.ai. The recent focus on federal and defense contracts, together with the announced cost cuts, comes after a sharp reset in expectations. The stock shows a 9.74% 1 month share price return but a 30.33% year to date share price decline and a...

In the first quarter of 2026, Mastercard reported revenue of US$8,398 million and net income of US$3,882 million, up from US$7,250 million and US$3,280 million a year earlier, alongside higher earnings per share. At the same time, Mastercard accelerated its push into digital assets and blockchain, backing tokenized U.S. Treasuries, expanding stablecoin payment infrastructure, and enabling KuCoin’s crypto-backed spending across Mastercard’s global network. Now we’ll consider how...

If you are wondering whether Exxon Mobil's current share price still offers value after a strong run, it helps to break the story into what the stock has done, what has been happening around the company, and how the valuation stacks up. The stock last closed at US$146.58, with a 5.0% decline over the past week and a 10.6% decline over the past month, while the 19.5% year to date return and 42.9% 1 year return show why many investors are still paying attention. Recent news around Exxon Mobil...

Q1 2026 earnings snapshot Skyward Specialty Insurance Group (SKWD) opened 2026 with Q1 revenue of US$475.9 million and basic EPS of US$1.12, supported by net income of US$49.7 million. The company reported an increase in revenue from US$328.5 million and EPS of US$1.05 in Q1 2025 to US$475.9 million and EPS of US$1.12 in Q1 2026, while trailing twelve month net income reached US$177.7 million on US$1.6 billion of revenue. With trailing net margin at 11.4% versus 10.2% a year earlier,...

If you are wondering whether Wix.com at US$80.34 is a bargain or a value trap, the starting point is to understand what the current price is really implying about the business. The stock has recently moved 7.6% over the last week, while sitting at a 0.8% decline over 30 days and a 20.4% decline year to date, with a 53.4% decline over the past year and a 63.8% decline over five years adding extra context to that volatility. These returns sit against a backdrop of ongoing attention on...

Q1 results and guidance reaffirmation set the tone for CRH (NYSE:CRH) CRH (NYSE:CRH) stock reacted to first quarter 2026 results that paired higher revenue and adjusted EBITDA with a wider net loss, as the company reaffirmed rather than raised its full year earnings guidance. See our latest analysis for CRH. CRH’s share price is US$112.63 after a 1 day share price return of a 2% decline and a 7 day share price return of a 4.9% decline. Its 1 year total shareholder return of 21.2% and 3 year...

In the past week, Compass, Inc. reported first-quarter 2026 results showing sales of US$2,704 million and net income of US$22 million, reversing a prior-period loss and posting earnings of US$0.03 per share from continuing operations. The company credited rapid integration of its Anywhere Real Estate acquisition for realizing over US$250 million of cost synergies, doubling its 2026 synergy target to US$200 million and underpinning stronger revenue and profitability guidance. We’ll now...

In late April 2026, ONEOK, Inc. reported first-quarter 2026 results showing revenue of US$9,618 million and net income of US$774 million, and raised its 2026 net income guidance to a range of US$3.21 billion to US$3.79 billion, with earnings per diluted share guidance centered at US$5.53. Alongside these financial updates, ONEOK formalized a new cash management agreement with Magellan Pipeline Company, L.P., highlighting how it centralizes liquidity across its expanded midstream network and...

Fortinet (FTNT) opened 2026 with Q1 revenue of US$1,849.6 million and basic EPS of US$0.72, alongside net income excluding extraordinary items of US$534.5 million, setting the tone for how its profitability is holding up. Over the past year, the company has seen quarterly revenue move from US$1,539.7 million in Q1 2025 to US$1,849.6 million in Q1 2026, while basic EPS shifted from US$0.56 to US$0.72, giving you a clear view of how top line and EPS trends are feeding into today’s results. With...

What Ashland’s recent performance signals for investors Ashland (ASH) has been relatively steady over the past month, with the stock roughly flat, while it shows a loss over the past 3 months and year to date, but a positive 1 year total return. For investors, that mixed picture, combined with annual revenue of US$1.81b and a reported net loss of US$685 million, raises questions about how the company’s specialty ingredients portfolio and global footprint are being reflected in the current...

Global-E Online recently reported a strong second-quarter earnings beat, with gross merchandise value rising 31% year over year and management lifting full-year 2024 revenue and adjusted EBITDA guidance. At the same time, CEO Amir Schlachet and President Debbi Nir sold relatively small portions of their holdings while retaining substantial share and option exposure, underscoring continued alignment with the company’s longer-term performance. We’ll now examine how Global-E’s upgraded...

MannKind Corporation recently reported first-quarter 2026 results, with revenue rising to US$90.17 million from US$78.35 million a year earlier, while moving from net income of US$13.16 million to a net loss of US$16.62 million. This shift from earnings to a loss despite higher sales highlights the importance of understanding what is driving MannKind’s changing cost and profit profile. We’ll now examine how the move from profit to loss despite higher revenue may influence MannKind’s broader...

Skyworks Solutions (NasdaqGS:SWKS) secured a multi year design win with a leading Android OEM, expected to generate over US$1b in revenue through 2030. The company introduced new RF and timing products while keeping momentum in its Broad Markets segment. Regulatory review of the planned Qorvo merger is progressing, with management signaling meaningful synergy potential. For you as an investor, this marks a meaningful shift in how Skyworks Solutions is positioned. The multigenerational...

In March 2026, Concentrix reported fiscal Q1 results showing revenue growth but a sharp year-over-year drop in operating income and net income as it invested in growth and undertook cost actions. This combination of rising sales but weaker profitability has raised questions about how effectively the company can convert its long-term expansion into sustainable returns on capital. With profitability under pressure despite revenue growth, we'll now examine how this latest earnings update...

If you are wondering whether Cleveland-Cliffs is priced attractively or not, the recent share performance gives you plenty of clues but not the full story. The stock last closed at US$10.65, with returns of 4.4% over 7 days, 22.3% over 30 days, a 21.7% decline year to date, and a 49.0% gain over the past year. This can leave the current value looking either appealing or stretched, depending on how you look at it. Recent price moves have come against a backdrop of ongoing attention on the...

In April 2026, Harmonic showcased a suite of new fiber solutions, including AI-powered network operations intelligence, outdoor R-OLT nodes, hardened switches and a low-code back-office integration platform designed to help operators manage and scale fiber networks more efficiently and cost-effectively. A particularly distinctive element is Harmonic's AI-driven shift from reactive to proactive fiber network management, which aims to reduce operational complexity, enhance reliability and...