U.S. Software Stock News

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...

Wondering if NetApp at around US$113 is still offering value or if most of the opportunity is already priced in? This article walks through the key facts so you can judge for yourself. The stock has returned 2.0% over the last 7 days, 15.8% over 30 days, 6.1% year to date and 22.0% over 1 year, with a 90.7% 3 year return and 65.8% over 5 years that set the backdrop for any valuation discussion. Recent coverage has focused on how established tech companies such as NetApp fit into portfolios...

Investors may be wondering if J.B. Hunt Transport Services at around US$242 per share is still offering value, or if most of the opportunity is already priced in. The stock has been volatile in the short term, with a 3.7% decline over the last 7 days. However, returns of 11.2% over 30 days, 23.1% year to date, and 78.1% over the last year may have changed how investors view its risk and reward profile. Recent coverage has focused on J.B. Hunt Transport Services as a large US transportation...

Why Pfizer (PFE) is on investors’ radar today Pfizer (PFE) is back in focus after recent trading left the stock around $26.48. This has prompted investors to reassess how its current valuation lines up with its large global biopharma portfolio and earnings profile. See our latest analysis for Pfizer. Recent trading has been slightly soft, with a 30 day share price return of 2.29% and a 90 day share price return of 2.72%. However, the 1 year total shareholder return of 25.69% points to...

Guardant Health (GH) is back in focus after the U.S. Food and Drug Administration approved its Guardant360 CDx liquid biopsy as a companion diagnostic for VEPPANU in ESR1 mutated advanced breast cancer. See our latest analysis for Guardant Health. Guardant Health’s latest FDA approval comes on the heels of a series of events, including a multi year collaboration with Nuvalent and first quarter results that paired higher sales with a wider net loss. It also follows a period where the share...

HON Company, a subsidiary of NYSE:HNI, has introduced Brim, a design-focused office chair centered on comfort, versatility, and contemporary aesthetics. Brim is the result of a collaboration with designer Nils Koehn and is scheduled to debut at a major industry event. The launch adds a new product to HNI's office furniture portfolio that targets modern workspaces and workplace transformation themes. For investors following NYSE:HNI, Brim arrives in a segment where office furniture suppliers...

Kelly Services (KELY.A) has opened 2026 with Q1 revenue of US$1.0 billion and a basic EPS loss of US$0.17, alongside a net loss of US$5.9 million, putting the focus squarely on how quickly profitability can stabilise. Over recent quarters, revenue has moved from US$1.16 billion in Q1 2025 to US$1.04 billion in Q4 2025 and US$1.04 billion in Q1 2026. EPS has swung from a Q1 2025 profit of US$0.16 to losses of US$3.69 in Q4 2025 and US$0.17 in the latest quarter, leaving investors weighing...

For investors wondering if Realty Income at around US$61.79 is offering fair value or a better entry point today, this article breaks down what the current price may be implying about the stock. The stock has returned 7.8% year to date and 16.0% over the last year, despite a 3.8% decline over the past week and a 0.7% slip over the past month. Recent coverage has focused on Realty Income's position as a large retail REIT and its role as a regular dividend payer. This often puts extra...

MetLife (MET) has opened 2026 with Q1 revenue of about US$19.1b and basic EPS of US$1.74, setting a clear yardstick for how its profitability is tracking against prior periods. Over recent quarters the company has seen revenue move between roughly US$17.3b and US$23.8b, while basic EPS has ranged from about US$1.04 to US$1.79. This gives you a fuller sense of how this latest print sits within its recent earnings rhythm. With trailing 12 month margins softer than a year ago, this quarter’s...

Jumia Technologies AG has released its Q1 2026 results, reporting sales of US$50.56 million versus US$36.26 million a year earlier, alongside a net loss of US$17.73 million compared with US$16.71 million previously. The combination of faster sales growth and a slightly wider loss in the latest quarter gives investors fresh insight into how Jumia is balancing expansion with cost control. We’ll now explore how Jumia’s strong year-on-year sales increase, despite a wider quarterly loss, reshapes...

Evolent Health (EVH) opened Q1 2026 with revenue of US$496.2 million, a basic EPS loss of US$0.24, and a net income loss of US$26.6 million, setting a clear tone for another quarter where growth and profitability are pulling in different directions. The company reported quarterly revenue of US$483.6 million in Q1 2025 and US$496.2 million in Q1 2026, while basic EPS over that span ranged from a loss of US$0.63 in Q1 2025 to a loss of US$0.24 in the latest quarter. This frames a results season...

Colgate-Palmolive (CL) has drawn fresh investor attention after reporting first quarter 2026 results that exceeded earnings expectations and reaffirming guidance for 2% to 6% net sales growth for the full year. See our latest analysis for Colgate-Palmolive. The stock has gained 5.09% on a 30 day share price return and 12.45% year to date, while the 1 year total shareholder return of a 1.39% decline suggests recent momentum contrasts with a softer longer term outcome. If Colgate-Palmolive's...

StoneX Group (SNEX) opened Q2 2026 with total revenue of about US$45.3b, basic EPS of US$2.21, and net income of US$168.9m, setting a clear marker for its latest quarter. Over the past six quarters, the company has seen revenue move from US$27.6b in Q1 2025 to US$45.3b in Q2 2026, while quarterly basic EPS shifted from US$1.18 to US$2.21 and net income from US$82.4m to US$168.9m, with trailing twelve month EPS at US$6.01 and net income at US$446.8m. For investors, the combination of these...

Perella Weinberg Partners (PWP) has come under closer scrutiny after first quarter 2026 earnings reported net income of US$1.49 million and earnings per share of US$0.02, along with continued dividend payments. See our latest analysis for Perella Weinberg Partners. The recent 17.19% 7-day share price decline and 19.05% 90-day share price drop suggest sentiment has cooled after weaker first quarter results. However, a 7.29% year-to-date share price return and very large 3-year total...

BillionToOne (BLLN) opened Q1 2026 with revenue of $108.4 million and Basic EPS of $0.39, putting fresh numbers on the table for investors tracking its recent move into profitability. The company reported quarterly revenue of $59.0 million in Q1 2025 and $108.4 million in Q1 2026, while Basic EPS moved from a loss of $0.39 to a profit of $0.39 over the same period. This sets up a clear contrast in how the income statement now converts sales into earnings. Overall, margins appear firmer and...

Payoneer Global (PAYO) opened 2026 with Q1 revenue of US$261.6 million and basic EPS of US$0.057, alongside net income of US$19.6 million. This framed a quarter where profitability held steady in absolute terms. Over the last year, the company has seen trailing twelve month revenue move from US$977.7 million to US$1.07 billion, while basic EPS on the same basis sits at about US$0.20 and net income stands at US$72.2 million. This provides a clearer view of the earnings run rate behind the...

Cœur Mining (CDE) just posted Q1 2026 results with revenue of US$856.2 million and basic EPS of US$0.36, against trailing twelve month revenue of US$2.6 billion and EPS of US$1.23, reflecting a period of very strong reported earnings expansion over the last year. Over recent quarters, revenue has moved from US$305.4 million in Q4 2024 to US$360.1 million in Q1 2025 and US$674.8 million in Q4 2025 before this quarter’s US$856.2 million print. Quarterly basic EPS shifted from US$0.10 to...

Setting the scene Liberty Energy (LBRT) has drawn investor attention after recent trading, with the stock closing at $31.68 and showing mixed short term moves alongside strong year to date and 1 year total returns. See our latest analysis for Liberty Energy. Recent trading has been choppy, with a 1-day share price return of negative 2.43% and a 7-day share price return of negative 6.24%. However, the stock still shows a 67.80% year to date share price return and a 1-year total shareholder...

Fabrinet (NYSE:FN) is expanding its manufacturing capacity with a new large-scale facility in Chonburi. The company is also making a minority investment in Raytec Semiconductor to advance co-packaged optics capabilities. These moves reflect management’s effort to align Fabrinet’s operations with rising demand in optical communications and datacom. Fabrinet, a manufacturing partner for complex optical and electronic products, sits at the intersection of optical communications, datacom and...

Interactive Brokers Group (NasdaqGS:IBKR) has begun offering direct trading access to Korean equities for global clients. The company is the first major US based broker to provide this access, with real time execution and institutional grade pricing. For investors following NasdaqGS:IBKR, this launch comes with the stock at $83.71 and historically strong multiyear returns. Reported performance figures include a 410.9% return over 5 years, along with shorter term gains of 5.3% over the past...

In late April 2026, Microsoft reported fiscal third‑quarter results showing revenue of US$82.89 billion and net income of US$31.78 billion, alongside an AI business now exceeding a US$37 billion annual revenue run rate and Azure growth of 40%. At the same time, Microsoft reshaped its capital and AI model relationships by lifting 2026 capex guidance to US$190 billion and amending its OpenAI agreement, trading exclusivity for long-term, royalty‑free IP access and continued revenue sharing...