U.S. Software Stock News

If you are wondering whether Jacobs Solutions is priced fairly or offering value right now, the recent share performance and fundamentals provide some useful clues that are worth unpacking. The stock closed at US$122.76, with returns of 1.9% over 1 year, 31.2% over 3 years and 11.3% over 5 years. More recent periods have been softer, with a 5.1% decline over 7 days, a 3.5% decline over 30 days and a 9.3% decline year to date. These mixed returns sit against a backdrop where investors are...

Chewy (NYSE:CHWY) is acquiring veterinary clinic operator Modern Animal, expanding beyond its core online pet retail model. The deal adds a physical clinic network to Chewy's portfolio, supporting its push into higher margin veterinary services and pet healthcare. This move connects Chewy's retail platform with in person care and deepens its service offerings beyond earlier efforts in private-label products. Chewy is making this shift while its stock trades at $23.67, with a return of...

In recent months, Intuitive Machines secured a US$180.4 million NASA contract for a lunar South Pole mission, while institutional investors such as Voya Financial and Once Capital Management disclosed new stakes and insiders executed pre-planned share sales under Rule 10b5-1 trading plans. These developments, combined with the company’s sizable contracted backlog and its role as a public proxy for the growing space economy, have sharpened investor focus ahead of its first-quarter 2026...

Global Net Lease (NYSE:GNL) announced a $535 million all stock deal to acquire Modiv Industrial. The definitive merger agreement is designed to shift GNL’s portfolio further toward industrial real estate. The transaction is described by the company as earnings accretive and leverage neutral at closing. For investors following NYSE:GNL, this move comes with the stock around $9.12 and a mixed return profile, with a 1 year return of 27.3% and a 5 year return of 10.3%. Management is signaling a...

For investors wondering whether Energy Transfer at around US$19.92 still offers value or whether most of the easy gains are already behind it, this article focuses on what the current price might mean for potential investors. The stock has had a mixed short term patch, with a 1.3% decline over the last 7 days, a 4.2% gain over 30 days, and year to date and 1 year returns of 20.1% and 25.9% respectively. This sits against a very large 5 year return of around 3x. Recent coverage has focused on...

If you are wondering whether Berkshire Hathaway's current share price lines up with its underlying value, this article will walk through the key signals to help you frame that question clearly. The stock most recently closed at US$716,250, with returns of 0.6% over the last 7 days, a 0.1% decline over 30 days, a 3.7% decline year to date, a 6.9% decline over 1 year, 45.3% over 3 years and 66.3% over 5 years, giving plenty of data points to weigh up risk and reward. Recent coverage has...

DHT Holdings, Inc. reported past first-quarter 2026 results with revenue of US$186.48 million and net income of US$164.53 million, sharply higher than the prior year and ahead of analyst expectations. The company’s earnings were supported by strong VLCC tanker rates, gains on vessel sales, and progress on its fleet renewal and time-charter program, highlighting the impact of its capital allocation approach. We’ll now examine how this earnings jump, underpinned by higher tanker rates and new...

Savers Value Village (SVV) opened Q1 2026 with revenue of US$403.2 million, a basic EPS loss of US$0.03, and net income loss of US$5.3 million, with same store sales growth of 3.5%. Over the past five reported quarters, revenue has ranged from US$370.1 million in Q1 2025 to US$464.7 million in Q4 2025, while EPS has swung between a loss of US$0.09 in Q3 2025 and a profit of US$0.14 in Q4 2025. This context sets the stage for investors to focus on how current same store growth and earnings...

Harmony Biosciences Holdings (HRMY) opened Q1 2026 with total revenue of US$215.4 million and basic EPS of US$0.56, setting a clear reference point against a trailing twelve month EPS of US$2.53 on US$899.1 million of revenue. Over recent quarters the company has seen quarterly revenue move from US$184.7 million in Q1 2025 to a peak of US$243.8 million in Q4 2025, while basic EPS has shifted from US$0.79 to US$0.39 over the same span. This puts the latest print into sharper context for...

Wondering whether Fidelity National Information Services at around US$47.25 is a bargain or a value trap? This article walks through what the current price may really imply. The stock has inched up 1.5% over the last 7 days and 2.3% over the last 30 days, but that sits against a much tougher backdrop, with the share price down 28.0% year to date and 37.8% over the last year. Recent attention on Fidelity National Information Services has focused on its position within diversified financial...

Rayonier overview and recent share performance Rayonier (RYN) has been drawing attention after recent share price moves, with the stock closing at US$20.41 and recording negative returns over the past week, month, past 3 months, year to date, and past year. Against that backdrop, investors are weighing Rayonier’s value score of 3 and an indicated intrinsic discount of 50.4% alongside reported annual revenue of US$678.385 million and net income of US$61.534 million. See our latest analysis for...

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...

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,...

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...

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...