U.S. Software Stock News

Investors may be wondering whether United Therapeutics at around US$596.76 is still offering value after a strong run, or if the easy gains are already behind it. The stock has recent returns of 4.5% over 7 days, 6.6% over 30 days, 20.1% year to date, 94.4% over 1 year and 181.2% over 3 years. This puts valuation questions front and center for anyone considering it today. Recent coverage has focused on United Therapeutics as a high growth biotech with a strong pipeline and regulatory...

In the past week, Piper Sandler Companies reported first-quarter 2026 revenue of US$475.15 million and net income of US$65.24 million, raised its quarterly dividend to US$0.20 per share, completed a US$61.55 million buyback program, and added healthcare investment banker Patrick McCormack, M.D., as a managing director. Together, the stronger-than-expected revenue, 14% dividend increase, continued share repurchases, and senior healthcare hire highlight management’s focus on shareholder...

Pool Corporation (NasdaqGS:POOL) has announced the immediate departure of CEO Peter D. Arvan. John B. Watwood has been appointed as the new President and CEO, with John E. Stokely becoming Executive Chair. The company has postponed its upcoming Investor Day following the leadership change. Pool enters this leadership transition after a period of weak share price performance, with NasdaqGS:POOL at $188.09 and showing a 10.3% decline over the past week and 35.2% decline over the past year...

Gold Royalty Corp. has reported its first-quarter 2026 results, with sales rising to US$7.18 million and net income reaching US$1.77 million. The shift from a net loss a year earlier to positive earnings per share, alongside ample cash and no debt, highlights a marked improvement in financial flexibility. We'll examine how Gold Royalty's return to profitability and reaffirmed 2026 production outlook may influence its longer-term investment narrative. The future of work is here. Discover the...

DICK'S Sporting Goods (DKS) is in focus after recent share price moves, with the stock last closing at $226.50. Investors are weighing this performance against the company’s broader returns and current business profile. See our latest analysis for DICK'S Sporting Goods. The latest 5.11% 1 day share price return adds to a 13.44% 30 day share price return and a 23.16% 1 year total shareholder return. This suggests momentum has been building rather than fading recently. If DICK'S Sporting Goods...

Centrus Energy (LEU) opened Q1 2026 with revenue of US$76.7 million and basic EPS of US$0.51, against a backdrop of forecast earnings growth of about 7.0% a year and revenue growth around 5.1%. Over recent quarters the company has seen revenue range between US$73.1 million and US$154.5 million with basic EPS between US$0.21 and US$3.21. Trailing 12 month EPS sits at US$3.25 on revenue of US$452.3 million and net income of US$60.6 million, framing a set of results where profit growth and...

In late April 2026, Glaukos Corporation reported first‑quarter 2026 sales of US$150.57 million, a rise from US$106.66 million a year earlier, alongside a net loss of US$19.78 million, and raised its 2026 net sales guidance to a range of US$620 million to US$635 million. At the same time, Glaukos highlighted a broadened ophthalmic portfolio and long-term growth plan, even as insider share sales and continued losses underline ongoing execution and commercialization risks. We’ll now explore how...

Insmed (NasdaqGS:INSM) has launched a national "Suspect Bronchiectasis" awareness initiative with TV personality and patient advocate Ty Pennington. The company is partnering with the American Thoracic Society on a quality improvement effort aimed at reducing underdiagnosis of bronchiectasis among clinicians. The campaign targets both physicians and undiagnosed patients, with potential implications for uptake of Insmed therapies such as Brinsupri and ARIKAYCE. For investors tracking Insmed,...

Wondering if MKS at around US$293.77 is still offering value after a strong run, or if you might be turning up late to the story. The stock has posted returns of 10.7% over 7 days, 24.0% over 30 days, 74.5% year to date, 298.2% over 1 year and 255.7% over 3 years, with a 5 year return of 83.9%. These moves have kept MKS firmly on investors' radars, as sustained share price strength often raises questions about how the current price lines up with underlying fundamentals. With this context in...

Amcor (NYSE:AMCR) has posted Q3 2026 revenue of about US$5.9 billion, with basic EPS of US$0.60 on net income of US$278 million, while the trailing twelve months show revenue of roughly US$22.2 billion and basic EPS of US$1.51 on net income of US$677 million. Over recent quarters, the company has seen revenue move from US$5.1 billion in Q4 2025 to US$5.7 billion in Q1 2026 and US$5.4 billion in Q2 2026. Basic EPS shifted from a loss of US$0.10 in Q4 2025 to US$0.57 in Q1 2026 and US$0.38 in...

In early May 2026, Autodesk launched “Autodesk for Small Business,” introducing a dedicated Small Business Hub, more flexible Autodesk Flex token purchasing, and May-only promotions including a free AutoCAD Professional Certification exam voucher for buyers. The initiative highlights Autodesk’s push to better serve small teams in Design and Make industries by simplifying product discovery, lowering upfront commitments, and incorporating small-business feedback directly into product...

What recent performance signals for Omeros (OMER) Without a single defining headline driving trading, Omeros (OMER) has still drawn attention after a strong month and past 3 months, alongside sizeable 1 year and 3 year total returns. At a recent price of $14.83 and a market cap of about $1.06b, the stock reflects a clinical stage pipeline built around immunologic and rare disease programs rather than current product revenue. See our latest analysis for Omeros. For context, Omeros has paired a...

To figure out whether MP Materials stock still offers value after its strong run, you need to separate a compelling story about rare earths from what the current share price already reflects. The stock last closed at US$72.65, with returns of 18.5% over 7 days, 42.0% over 30 days, 32.2% year to date, 207.6% over 1 year, 221.7% over 3 years and 192.9% over 5 years, so recent performance is front of mind for many investors. Recent news around rare earth supply chains and US focused production...

Wondering if Nextpower at US$126.08 is still offering value after its strong run, or if you might be late to the story. The stock shows returns of 10.3% over 7 days, 16.7% over 30 days, 35.9% year to date and 188.1% over 1 year, with a 3 year return of 279.4%. This naturally raises questions about what is already priced in. Recent coverage has focused on how quickly Nextpower's share price has moved relative to its sector peers and on the growing investor interest in companies linked to...

Brookdale Senior Living reported past first-quarter 2026 results with revenue of US$764.86 million and a net loss of US$6.89 million, a sharp improvement from the prior year. The company also boosted occupancy and revenue per available unit while refinancing 2027 debt and generating over US$100 million from community sales. Next, we’ll examine how stronger occupancy and a reduced net loss reshape Brookdale’s existing investment narrative and risk-reward balance. Outshine the giants: these 18...

Wondering whether Academy Sports and Outdoors at around US$54.46 is still priced attractively, or if most of the easy upside is gone? This article focuses squarely on what the numbers say about value. The stock has returned 4.4% year to date and 36.7% over the past year, while the past 30 days and 7 days show declines of 4.8% and 0.7%. This can change how the market is thinking about risk and opportunity. Recent coverage around Academy Sports and Outdoors has centered on how the business is...

Carvana (CVNA) is back in focus after reporting first quarter 2026 results, with revenue of US$6.43b, net income of US$250 million, and diluted EPS from continuing operations of US$1.69. See our latest analysis for Carvana. Carvana's share price has been volatile, with a 22.89% 1 month share price return and a 2.72% year to date decline, alongside a very large 3 year total shareholder return that signals strong long term momentum. If Carvana’s moves have you thinking about what else is out...

Q1 2026 earnings jolt for Gibraltar Industries (ROCK) Gibraltar Industries (ROCK) reported Q1 2026 results that combined higher sales with a swing to loss, a shift in profitability that gives investors fresh context for the stock’s recent weak performance. The company posted Q1 sales of US$356.29 million versus US$246.36 million a year earlier, alongside a net loss of US$67.47 million compared with net income of US$21.12 million in the prior year period. See our latest analysis for Gibraltar...

If you are wondering whether TTM Technologies at around US$164.64 still offers value after a strong run, or if you are late to the story, this article breaks down what that price represents. The stock has posted very strong returns, including 19.7% over the last 7 days, 72.0% over 30 days, 133.2% year to date and a very large gain over the last year and multi year periods, which can change how the market is pricing both upside and risk. Recent coverage has focused on TTM Technologies because...

If you are wondering whether W. P. Carey stock still offers value at around US$73.85, you are not alone. A closer look at its valuation tools can help you frame that question clearly. Over recent periods, the stock has posted returns of 2.5% over 7 days, 5.6% over 30 days, 13.9% year to date and 26.8% over 1 year. These figures can change how the market views both its potential and its risks. Recent news coverage has focused on W. P. Carey as a large, diversified REIT and has highlighted...

JetBlue Airways (NasdaqGS:JBLU) has rolled out new premium benefits on its JetBlue Premier World Elite Mastercard, including companion passes, higher travel rewards, expanded statement credits, and fitness-related perks. The airline is also offering a limited-time loyalty status match to its TrueBlue Mosaic program aimed at stranded Spirit Airlines customers. These moves are being introduced alongside JetBlue's aggressive expansion in Fort Lauderdale as Spirit exits the market. For...

What is driving sentiment around Telephone and Data Systems stock? Telephone and Data Systems (TDS) is under pressure after an earnings update coincided with heavy fiber investment, uncertainty following the wireless business sale, insider selling reports, a class action deadline, and technical downgrades. See our latest analysis for Telephone and Data Systems. The recent earnings disappointment and concerns around fiber spending, insider activity, and legal overhang come after a 10.89% year...

Some investors may be wondering if Napco Security Technologies at around US$41 is still offering value after its strong run, or if most of the opportunity is already priced in. The stock has seen mixed short term moves, with an 8.7% decline over the last week and a 2.5% gain over the last month. The 1 year return sits at 67.9% and the 5 year return at 165.9%. Recent coverage has focused on Napco Security Technologies as investors reassess growth expectations and risk after these share price...

Investors may be wondering if TKO Group Holdings at around US$190 a share is still priced attractively, or if most of the easy upside has already been captured. The stock closed at US$190.47, with a 3.7% gain over the last 7 days, a 3.3% decline over 30 days, an 8.0% decline year to date, and a 13.8% return over the last year, so the recent moves give a mixed picture of momentum and risk. Those swings sit against a longer track record where 3 year returns are 91.6% and 5 year returns are...