U.S. Software Stock News

FY 2026 earnings snapshot and how the stories stack up NVE (NVEC) has just wrapped up FY 2026 with fourth quarter revenue of US$7.7 million and basic EPS of US$1.02, set against trailing twelve month revenue of US$26.3 million and EPS of US$3.14 as the stock trades at US$88.59. Over recent quarters the company has seen revenue range from US$6.1 million to US$7.7 million and quarterly EPS move between US$0.68 and US$1.02. This gives investors a clearer read on how the topline and per share...

Mirum Pharmaceuticals (MIRM) just posted Q1 2026 results with revenue of US$159.9 million, a basic EPS loss of US$13.43 and net income loss excluding extra items of US$790.2 million. The company has reported quarterly revenue of US$99.4 million in Q4 2024, US$111.6 million in Q1 2025, US$127.8 million in Q2 2025, US$133.0 million in Q3 2025 and US$148.9 million in Q4 2025, while EPS over those periods ranged between a loss of US$0.50 and a profit of US$0.06. For investors, a key focus this...

In recent months, Marvell Technology has reshaped its AI infrastructure profile through Nvidia’s US$2 billion investment and partnership, reported co-development talks with Alphabet on new AI chips, and the acquisitions of Celestial AI and Polariton Technologies to deepen its optical interconnect capabilities. Together, these moves signal Marvell’s push to become a core supplier of custom silicon and high-speed networking for hyperscale AI data centers that increasingly depend on specialized...

Baron Health Care Fund recently highlighted Roivant Sciences (NasdaqGS:ROIV) for positive Phase 2 results of brepocitinib in cutaneous sarcoidosis. The fund called brepocitinib's data a potential major catalyst and suggested the market may be underestimating the drug's franchise value. This public endorsement draws fresh attention to Roivant's pipeline beyond earlier discussions about its valuation or analyst coverage. Roivant Sciences focuses on developing and commercializing therapies...

Camtek (CAMT) stock was in focus after the company reported record revenues and operating income, tied to high performance computing and advanced packaging for AI related applications, and outlined its expectations for growth into 2026. See our latest analysis for Camtek. The stock has been volatile around the results, with a 1-day share price decline of 4.67%, but a 30-day share price return of 21.27% and a 1-year total shareholder return approaching 3x. This points to strong momentum that...

Recent analyst actions around Home Depot (HD), including renewed coverage highlighting its Pro contractor focus and recent earnings that topped muted expectations, have pulled the stock back into the spotlight despite ongoing housing and spending headwinds. See our latest analysis for Home Depot. At a recent share price of US$322.64, Home Depot has seen pressure with a 90 day share price return of 16.23% and a year to date share price return of a 6.70% decline. The 3 year total shareholder...

Why Freshpet’s latest earnings matter for investors Freshpet (FRPT) just posted first quarter results showing sales of US$297.64 million and net income of US$48.51 million, compared with a net loss a year earlier. This has drawn fresh attention to the stock. See our latest analysis for Freshpet. Freshpet’s latest results and brand campaign land against a weaker price backdrop, with a 30 day share price return of 11.37% and a 1 year total shareholder return decline of 31.9%, suggesting longer...

Curious whether Chipotle Mexican Grill at around US$33.27 is a bargain or still priced for perfection? This breakdown will help you put the current stock price into context. Over the last week the stock posted a 2.1% decline, and over the past year it has returned a 35.3% decline, which may have some investors questioning whether sentiment has shifted or if there is a potential opening. Recent coverage has focused on Chipotle's position as a major US fast-casual restaurant chain and how its...

MDU Resources Group (MDU) opened 2026 with Q1 revenue of $606 million and basic EPS of $0.39, while trailing 12 month revenue stood at about $1.8 billion and EPS at $0.93. This sets a clear baseline for how the business is currently earning its way. The company has seen quarterly revenue shift from $674.8 million in Q1 2025 to $606 million in Q1 2026, with basic EPS moving from $0.40 to $0.39 over the same period. This gives investors a straightforward read on how recent trading compares with...

Covista (CVSA) shares reacted to a strong Q1 2026 earnings report, with revenue and adjusted EPS ahead of market expectations and full year guidance raised. This put the education provider’s recent execution in sharper focus for investors. See our latest analysis for Covista. The latest Q1 beat and guidance lift come after a steady build in momentum, with an 11.98% 90 day share price return and a 3 year total shareholder return of 183.77%, while the 1 year total shareholder return of 0.97%...

CF Industries Holdings (NYSE:CF) is dealing with ongoing operational disruptions at its Yazoo City, Mississippi Complex, expected to continue into late Q4 2026. The affected facility is a key manufacturing site for the company, with implications for near term nitrogen output and unit costs. At the same time, CF Industries is working on low carbon fertilizer collaborations with PepsiCo and ExxonMobil. These projects focus on lower emissions nitrogen products and long term offtake, during a...

S&P Global (SPGI) is moving ahead with a planned separation of its Mobility division by filing a Form 10 with the SEC for Mobility Global Inc. This step can reshape the stock’s risk and business mix. See our latest analysis for S&P Global. The latest Form 10 filing and Mobility separation plan come after a period where momentum has cooled, with a 1-day share price return of 1.21% at US$428.68 but a year to date share price return of negative 16.38%. The 3 year total shareholder return of...

Talen Energy reported past first-quarter 2026 results showing sales of US$1,241 million and revenue of US$1,129 million, with net income of US$63 million marking a shift from a loss a year earlier, alongside continued share repurchases and progress on financing its Cornerstone power plant acquisition. Beyond the headline profit swing, the company is pairing large-scale debt-funded capacity additions with a long-term nuclear power supply agreement to Amazon Web Services that could...

Recent trading in BlackLine (BL) has drawn attention after a 5.5% daily gain, which contrasts with weaker returns over the past month and past three months. This performance is prompting a closer look at what current prices may reflect. See our latest analysis for BlackLine. At a share price of $31.17, the recent 5.5% one day move sits against a weaker backdrop, with a 30 day share price return of 11.65% decline and a 1 year total shareholder return of 41.14% decline, which suggests recent...

In April 2026, a lawsuit was filed against Kinder Morgan and several pipeline subsidiaries after a Jackson County, Texas pipeline explosion allegedly left worker Orlando Cantu with severe injuries, prompting a court-ordered preservation of the explosion site for expert inspection. The case places Kinder Morgan’s safety practices and maintenance of its extensive pipeline network under legal scrutiny, raising questions about operational risk and potential financial exposure. We’ll now...

Geron Corporation has already reported first-quarter 2026 results, with revenue rising to US$51.84 million from US$39.6 million and net loss narrowing to US$3.64 million from US$19.84 million a year earlier, while also outlining upcoming May investor conference presentations on its blood cancer programs. The sharp reduction in quarterly net loss and loss per share, achieved alongside higher revenue, highlights how Geron’s commercial ramp is affecting its income statement. We’ll now examine...

Lincoln National (LNC) kicked off Q1 2026 with revenue of US$5.3 billion and a basic EPS loss of US$1.10, as net income excluding extra items came in at a loss of US$201 million against a growing trailing twelve month earnings base. Over the last year, the company has seen trailing twelve month revenue move from US$18.0 billion to US$18.9 billion, while trailing basic EPS shifted from US$6.06 to US$8.69 and net income excluding extra items moved from US$1.0 billion to US$1.6 billion. In this...

Encore Capital Group (ECPG) opened Q1 2026 with total revenue of US$475.4 million and basic EPS of US$3.97, while trailing 12 month EPS sat at US$13.05 on revenue of US$1.9 billion. This provides a clear snapshot of both the latest quarter and the broader run rate. Over the past five quarters, the company has seen revenue move from US$265.6 million in Q4 2024 to US$392.8 million in Q1 2025 and then to US$475.4 million in Q1 2026. Quarterly basic EPS shifted from a loss of US$9.42 in Q4 2024...

Celsius Holdings (CELH) has put up a busy start to 2026, reporting Q1 revenue of US$782.6 million and basic EPS of US$0.33, alongside trailing twelve month revenue of US$3.0 billion and EPS of US$0.44. Over recent quarters the company has seen revenue move from US$332.2 million in Q4 2024 to between roughly US$329.3 million and US$739.3 million through 2025, while EPS has ranged from a loss of US$0.27 per share in Q3 2025 to US$0.35 per share in Q2 2025. With trailing net profit margins at...

Pagaya Technologies (PGY) opened Q1 2026 with revenue of US$317.9 million and basic EPS of US$0.30, setting a clear marker for how its earnings engine is running right now. The company reported revenue of US$289.9 million and EPS of US$0.10 in Q1 2025 and US$334.8 million and EPS of US$0.40 in Q4 2025. This gives a clear view of how the top and bottom line have tracked into the current quarter, while net income of US$24.7 million keeps the focus firmly on margins. See our full analysis for...

If you are wondering whether Cummins at around US$682.88 is still offering value after a strong run, this article focuses squarely on what the current price might be implying. The stock has posted returns of 1.8% over the last 7 days, 22.6% over the last 30 days, 30.8% year to date, 127.0% over 1 year, 237.0% over 3 years and 192.6% over 5 years, which naturally raises questions about what is already priced in. Recent coverage has highlighted Cummins as a key player in capital goods, with...

Aon (AON) is back in focus after reporting Q1 2026 results that exceeded expectations, reaffirming guidance and highlighting commercial risk strength, AI driven tools, active buybacks, and disciplined capital deployment. See our latest analysis for Aon. Aon’s latest Q1 beat and active buyback have come against a softer share price backdrop. The 90 day share price return shows an 8.32% decline and the 1 year total shareholder return shows an 11.39% decline, suggesting recent momentum has faded...

In recent months, Penguin Solutions reported stronger quarterly results, raised its fiscal 2026 net sales growth outlook on AI-related demand, and saw insider share sales executed under pre-arranged Rule 10b5-1 plans. These developments highlight a company benefiting from AI infrastructure momentum while still contending with weaker long-term revenue trends, thinner margins, and mixed analyst views on its prospects relative to peers. With Penguin lifting its growth outlook on robust AI...

agilon health (AGL) opened 2026 with Q1 revenue of US$1.4b and basic EPS of US$1.80, alongside net income from continuing operations of about US$10.9m and earnings from discontinued operations of US$19m. The company has seen quarterly revenue fluctuate around the US$1.4b to US$1.6b range since early 2024, while trailing 12 month EPS sits at a loss of US$22.53 on net income from continuing operations of US$373.5m. This puts the spotlight firmly on how sustainably these latest margins have been...