U.S. Software Stock News

Exelixis (EXEL) opened 2026 with Q1 revenue of US$610.8 million and basic EPS of US$0.81, setting a clear marker for how the year is starting to shape up. The company has seen quarterly revenue move from US$555.4 million in Q1 2025 to US$610.8 million in Q1 2026, while basic EPS over that same span shifted from US$0.57 to US$0.81. This is prompting investors to focus on how sustained profitability and margins might influence sentiment around the latest numbers. See our full analysis for...

In the third quarter of its fiscal year ended March 31, 2026, Gold.com, Inc. reported sales of US$10,350.73 million, net income of US$59.49 million, and basic earnings per share from continuing operations of US$2.17, with nine‑month results also showing higher sales and net income than the prior year. The sharp improvement from a prior-year quarterly net loss to positive earnings underlines how recent operational and cost factors have materially strengthened Gold.com’s profitability profile...

The Morning Bull - US Market Morning Update Thursday, May, 7 2026 E-mini S&P 500 futures are a touch higher this morning, as investors weigh easing tensions in the Middle East against fresh signs of a mixed global economy. Hopes for progress in US Iran talks have pushed oil prices lower and pulled the US 10 year Treasury yield down to around 4.35%, which can ease borrowing costs for households and companies. At the same time, US private employers added 109,000 jobs in April, the strongest...

Why State Street stock is drawing attention now State Street (STT) is back on investor radar after a strong year of share price returns, prompting closer attention to how its current valuation lines up with recent financial and share price performance. See our latest analysis for State Street. The recent 1-day share price return of 1.72% adds to a 30-day share price return of 16.16%. The 1-year total shareholder return of 69.92% and 3-year total shareholder return of 143.69% point to strong,...

Why Brookfield Infrastructure Partners (NYSE:BIP) Is Back on Investors’ Radar Brookfield Infrastructure Partners (NYSE:BIP) is getting fresh attention after reporting first quarter 2026 results that combined higher sales with a net loss, while also affirming its regular quarterly dividend payout. See our latest analysis for Brookfield Infrastructure Partners. The stock has been edging higher, with a 7 day share price return of 6.63% and a year to date share price return of 8.25%. The 1 year...

Protagonist Therapeutics (PTGX) opened 2026 with Q1 revenue of US$56.4 million, Basic EPS of US$0.06 and net income of US$3.8 million, while trailing 12 month figures show revenue of US$74.1 million, a Basic EPS loss of US$1.79 and a net loss of US$114.7 million. Over the past year, the company has seen quarterly revenue move between US$4.7 million and US$170.6 million, alongside Basic EPS that has ranged from a US$2.11 profit to a US$0.69 loss. These figures give investors a broad set of...

Twilio Inc. recently reported first-quarter 2026 results, with sales of US$1,406.91 million and net income of US$90.14 million, and has been expanding its share repurchase program while launching new AI-powered conversation and customer engagement products. The company’s transition toward higher-margin AI-driven software infrastructure, reflected in improving dollar-based net expansion and a growing Voice AI business, is reshaping how it positions itself as a core layer for automated,...

Lincoln Electric Holdings reported first-quarter 2026 results with sales rising to US$1,121.43 million and net income reaching US$136.38 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. Following these results, the company’s inclusion in Newsweek’s 2026 list of America’s Most Patriotic Companies and its CFO’s recent appearance at Oppenheimer’s Industrial Growth Conference highlight a blend of financial progress and brand...

Market forces rained on the parade of IDEAYA Biosciences, Inc. ( NASDAQ:IDYA ) shareholders today, when the analysts...

Interparfums (IPAR) opened 2026 with Q1 revenue of US$344.9 million and basic EPS of US$1.35, alongside trailing twelve month revenue of about US$1.5 billion and EPS of US$5.28 that frame the latest quarter within a broader earnings run rate. Over recent periods, revenue has moved between US$333.9 million and US$429.6 million per quarter, while quarterly EPS has ranged from US$0.76 to just above US$2.05. This gives investors a clear view of how the current result fits into its recent history...

A major connected TV publisher made technical errors implementing The Trade Desk's Unified ID 2.0 protocol. The Trade Desk, which oversees UID2 and operates a demand side platform, did not catch the issues during oversight. The incident has triggered industry criticism around accountability, data quality controls and governance for UID2. Questions are emerging about advertiser trust and the broader adoption of UID2 across the digital ad ecosystem. The Trade Desk (NasdaqGM:TTD) sits at the...

Earlier this week, CarMax was caught in a broader market pullback as rising oil prices and worries about discretionary spending pressured consumer-focused stocks, including auto retailers. The reaction highlights how sensitive CarMax’s used-vehicle business is to macro factors that can squeeze household budgets and influence big-ticket purchase decisions. We’ll now examine how these concerns about fuel costs and discretionary spending may affect CarMax’s existing investment narrative around...

Zoom Communications stock snapshot after recent performance shift Zoom Communications (ZM) has drawn fresh attention after a recent share price move, with the stock showing mixed short term performance alongside longer period gains that prompt questions about how current pricing lines up with its fundamentals. See our latest analysis for Zoom Communications. The recent share price pullback of 3.6% in a day comes after a strong 27.2% 1 month share price return and a 33.7% 1 year total...

Murphy USA Inc. reported past first-quarter 2026 results with revenue of US$4,819.3 million and net income of US$136.3 million, sharply lifting basic earnings per share from US$2.67 to US$7.36 year over year. Alongside this earnings strength, Murphy USA completed a large share repurchase program and continued opening new stores while working to turn around its QuickChek subsidiary. Now we’ll examine how this surge in quarterly earnings and ongoing buybacks intersect with Murphy USA’s...

If you are wondering whether Powell Industries at around US$320 per share still offers value, it helps to separate headline returns from what the underlying valuation is actually saying. The stock has posted very strong returns, with gains of 26.4% over the last week, 71.5% over the past month, 172.6% year to date and 451.6% over the last year, plus a multi year return of more than 17x. Recent coverage has focused on Powell Industries as part of broader discussions around power...

If you are wondering whether Consolidated Edison at around US$106.87 is offering fair value right now, it helps to start with how the stock has actually behaved for investors. The share price is up 6.9% year to date, even though it has seen a 1.8% decline over the last week and a 6.8% decline over the last month. The 1 year return sits at a small 0.5% decline and the 5 year return at 63.6%. Recent news coverage has focused on Consolidated Edison within the broader utilities conversation,...

First Bancorp (FBNC) is back on investors’ radar after its latest quarterly report, where revenue and net interest income exceeded analyst expectations and recent board appointments added fresh perspectives to the regional bank’s story. See our latest analysis for First Bancorp. The stock has been firming up, with a 1-day share price return of 2.11% and a year to date share price return of 16.07%. The 1-year total shareholder return of 45.49% and 3-year total shareholder return of 130.20%...

It looks like OneMain Holdings, Inc. ( NYSE:OMF ) is about to go ex-dividend in the next three days. The ex-dividend...

Target is overhauling its creator and influencer partnerships, winding down its existing affiliate program. The company is introducing two new platforms, Target Ambassadors for larger influencers and Club Target for smaller creators. This shift aims to reshape how Target uses social media for engagement, shopping, and brand loyalty. For investors tracking NYSE:TGT, this move comes as the stock trades at $130.19, with a return of 29.5% year to date and 42.6% over the past year. Those figures...

Cipher Digital (NasdaqGS:CIFR) signed its third long term AI and high performance computing data center campus lease with an investment grade hyperscale tenant. The company completed a $2b high yield bond offering and closed a $200m revolving credit facility to fund its Black Pearl project and support further expansion. Cipher Digital has started winding down its Bitcoin mining operations, targeting a full exit and asset repurposing for HPC opportunities by the end of 2027. Cipher Digital...

Veeco Instruments (VECO) opened 2026 with Q1 revenue of US$158.3 million, basic EPS of roughly a US$0.01 loss, and trailing 12‑month EPS of US$0.39 on US$655.3 million of revenue, setting up a quarter where profitability was in focus. The company has seen quarterly revenue move from US$167.3 million and basic EPS of US$0.21 in Q1 2025 to US$158.3 million and a small loss in Q1 2026, while trailing 12‑month EPS moved from US$1.31 on US$717.3 million of revenue at Q4 2024 to US$0.39 on US$655.3...

Grid Dynamics Holdings, Inc. ( NASDAQ:GDYN ), might not be a large cap stock, but it saw a significant share price rise...

If you are wondering whether AAR at US$118.71 is still reasonably priced after a strong run, this article walks through what the current share price might imply about value. The stock has recent returns of 12.3% over 7 days, 4.1% over 30 days, 40.6% year to date and 101.0% over the last year, which naturally raises questions about how much upside or risk is now priced in. Recent headlines have focused on AAR's role within the broader Aerospace & Defense sector and how investors are reacting...

FDA approves an expanded label for ASCENIV to include pediatric immunodeficiency patients aged two and older. The decision allows earlier intervention for immune compromised children and broadens ASCENIV’s eligible patient pool. The approval fulfills a key post marketing commitment for ADMA Biologics and may influence future commercial uptake. For ADMA Biologics (NasdaqGM:ADMA), this regulatory milestone arrives with the stock trading at $10.08 after a very large 5 year return and a 182.4%...