U.S. Software Stock News

NYSE:BSM
NYSE:BSMOil and Gas

Black Stone Minerals (BSM) Margins At 67.5% Reinforce Bullish Earnings Narrative

Black Stone Minerals (BSM) has just posted its Q1 2026 scorecard, with investors looking back at recent quarterly numbers that included Q4 2025 revenue of US$90.5 million and basic EPS of US$0.31, alongside trailing 12 month EPS of US$1.28 and net income of US$270.5 million. Over the past year, total revenue on a trailing basis has ranged from US$401.0 million to US$422.1 million while EPS has moved between US$0.92 and US$1.64, providing a view of how the top and bottom lines have tracked...
NYSE:GM
NYSE:GMAuto

How Investors May Respond To General Motors (GM) Strong Q1 Results And Bigger Bet On V‑8 Trucks

General Motors recently declared a quarterly cash dividend of US$0.18 per share, payable on June 18, 2026, and reported first‑quarter 2026 revenue of US$43,624 million and net income of US$2,627 million, while modestly lowering its full‑year 2026 net income and earnings per share guidance ranges. Alongside these mixed financial signals, GM is committing billions of dollars to new V‑8 engines, transmissions, and U.S. and Canadian manufacturing, highlighting a reinforced focus on profitable...
NYSE:WLK
NYSE:WLKChemicals

Westlake (WLK) Trailing Losses Challenge Bullish Margin Recovery Narratives After Q1 2026 Results

Westlake (WLK) has just posted Q1 2026 results that follow a tough run of earnings, with recent quarterly revenue figures ranging from about US$2.5 billion to US$3.0 billion and EPS moving from a small profit in late 2024 to losses through 2025. Over that span, revenue has moved from US$3,117 million in Q3 2024 to US$2,533 million in Q4 2025, while basic EPS has shifted from US$0.83 to a loss of US$4.23. This has left investors focused squarely on how quickly margins can stabilize from...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN) Margin Softness Tests Bullish Data Center Growth Narratives

Eaton (ETN) has just opened 2026 with Q1 numbers that build on a steady run of results, following Q4 2025 revenue of about US$7.1b and basic EPS of US$2.92 on net income of US$1,132m. Over the past year, the company has seen trailing twelve month revenue move from US$24.9b to US$27.4b, while trailing EPS shifted from US$9.54 to US$10.48, giving you a clear view of how the top and bottom lines have scaled together. With net profit margins recently reported at 14.9%, slightly below last year,...
NYSE:NOG
NYSE:NOGOil and Gas

A Look At Northern Oil And Gas (NOG) Valuation After Weak Q1 Results And Share Price Pullback

First quarter earnings jolt for Northern Oil and Gas (NOG) Northern Oil and Gas (NOG) drew fresh investor focus after reporting first quarter revenue of US$5.03 million and a net loss of US$522.85 million, along with detailed updates on oil and natural gas production. See our latest analysis for Northern Oil and Gas. NOG's share price has softened recently, with a 5.8% 1 month share price return decline and a 3.3% 7 day fall. However, the year to date share price return of 21.08% and 1 year...
NYSE:VAC
NYSE:VACHospitality

Marriott Vacations Worldwide (VAC) Net Loss On US$3.3b Sales Challenges Bullish Margin Narratives

Marriott Vacations Worldwide (VAC) has just posted a mixed set of numbers for Q1 2026, with Q4 2025 revenue at US$856 million and a basic EPS loss of US$12.42, alongside trailing 12 month revenue of about US$3.3 billion and a basic EPS loss of US$8.83. Over recent quarters the company has seen quarterly revenue move between US$812 million and US$880 million, while basic EPS has swung from a profit of US$2.38 per share in Q3 2024 to a loss of US$12.42 per share in Q4 2025. This keeps the focus...
NYSE:INGR
NYSE:INGRFood

Ingredion (INGR) Net Margin Holds At 10.1% Testing Bullish Earnings Narratives

Ingredion (INGR) has opened Q1 2026 earnings season with a fresh look at its recent performance, coming off Q4 2025 revenue of US$1.8b, basic EPS of US$2.59 and trailing twelve month EPS of US$11.36. Over the past few quarters, the company has seen revenue move between US$1.8b and US$1.9b, while quarterly EPS ranged from US$2.59 to US$3.05. This has taken place against a backdrop of 1.9% revenue growth, 12.7% earnings growth and a net margin of 10.1% over the last year, which puts investor...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy (DUK) Margin Improvement Reinforces Bullish Earnings Narrative Ahead Of Q1 2026 Results

Duke Energy's Latest Earnings Set the Stage for Margin Focus Duke Energy (DUK) opened 2026 earnings season with Q1 results that follow a recent quarter where revenue was US$7.5 billion, basic EPS was US$1.50, and trailing twelve month EPS came in at US$6.31 on revenue of US$31.8 billion. Over the past year, the company has seen revenue move from US$29.9 billion to US$31.8 billion while trailing EPS increased from US$5.70 to US$6.31. This gives investors a clearer line of sight on how earnings...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Fortrea Holdings (FTRE) Losses Near US$1b Challenge Bullish Margin Narratives

Latest quarterly snapshot Fortrea Holdings (FTRE) has put fresh numbers on the table for Q1 2026, with recent quarters showing revenue around US$660.5 million in Q4 2025 and a basic EPS loss of US$0.35 as the company continues to operate in the red. Over the past few reported periods, revenue has moved in a tight band between US$651.3 million and US$710.3 million. Quarterly basic EPS has ranged from a loss of US$0.17 to a much deeper loss of US$6.25, underscoring pressure on margins even as...
NYSE:GNK
NYSE:GNKShipping

Genco Investors Weigh US$23.50 Diana Bid And Control Of Future

Diana Shipping has launched an unsolicited tender offer to acquire all outstanding shares of Genco Shipping & Trading (NYSE:GNK). The bid comes during an ongoing boardroom dispute and activist proposals focused on Genco's governance and capital allocation. Genco's board has rejected the offer and is preparing a formal response, putting ownership and future direction of the company in sharp focus. Genco operates in the dry bulk shipping sector, transporting commodities such as iron ore, coal...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL) Heads Into Q2 2026 With 16.8% Net Margin Testing Rich Valuation Narratives

Powell Industries Q2 2026 Earnings Snapshot Powell Industries (POWL) has put up another solid set of numbers, with Q1 2026 revenue of US$251.2 million and basic EPS of US$1.14 setting the tone for its Q2 2026 reporting backdrop. Over the past year, the company has seen quarterly revenue move from US$241.4 million in Q1 2025 to US$278.6 million in Q2 2025 and then to US$297.0 million in Q4 2025. Basic EPS tracked from US$0.96 to US$1.28 and then to US$1.42 across the same quarters, supported...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

Assessing Olema Pharmaceuticals (OLMA) Valuation After A Year Of Strong Returns And Recent Share Price Weakness

Why Olema Pharmaceuticals Stock Is On Investors’ Radar Olema Pharmaceuticals (OLMA) has drawn attention after a stretch of mixed returns, including a loss over the past 3 months and a gain over the past year, which is prompting fresh questions about how investors view its clinical pipeline. See our latest analysis for Olema Pharmaceuticals. At a share price of $14.64, Olema’s recent 3 month share price decline of 44.42% contrasts with a very large 218.26% 1 year total shareholder return. This...
NYSE:AEE
NYSE:AEEIntegrated Utilities

A Look At Ameren (AEE) Valuation After Recent Steady Share Price Performance

Ameren stock snapshot after recent performance Ameren (AEE) has seen relatively muted share price moves recently, with a 1 day return of about a 1% decline, a flat month, and a modest gain over the past 3 months. This has prompted a closer look at fundamentals. See our latest analysis for Ameren. At around $111.64, Ameren’s recent share price moves have been fairly calm, with a steadier trend over the past year supported more by total shareholder return than short term price swings. If you...
NYSE:COR
NYSE:CORHealthcare

Is Cencora (COR) Pricing Reflect Its DCF Upside After Recent Share Price Weakness

If you are wondering whether Cencora's current share price lines up with its underlying worth, it helps to look past the headline numbers and focus on what the valuation signals are really saying. The stock closed at US$305.90, with returns of a 2.0% decline over the last week, a 5.8% decline over the last month, a 9.7% decline year to date, a 5.9% gain over one year, 86.7% over three years and 168.5% over five years. This gives you a mix of recent weakness and longer term strength to think...
NYSE:STNG
NYSE:STNGOil and Gas

Scorpio Tankers Q4 EPS Run Rate Tests Bearish Profit Decline Narrative

Scorpio Tankers (STNG) has just posted its latest Q1 2026 update with recent quarterly numbers showing Q4 2025 revenue of US$252.7 million and basic EPS of US$2.72, backed by net income of US$128.1 million. Over the past year, the company has seen quarterly revenue move from US$204.0 million in Q4 2024 to US$214.0 million in Q1 2025, US$230.2 million in Q2, US$241.4 million in Q3 and US$252.7 million in Q4. Over the same period, quarterly EPS shifted from US$1.48 to US$1.26, US$1.59, US$1.81...
NYSE:MTUS
NYSE:MTUSMetals and Mining

Metallus (MTUS) TTM Losses Persist And Challenge Bullish Profit Ramp Narratives

Metallus (MTUS) has just opened the Q1 2026 earnings season conversation with a recent run of quarterly results that show revenue moving from US$227.2 million in Q3 2024 to US$280.5 million in Q1 2025, while basic EPS shifted from a loss of US$0.14 per share to a small profit of US$0.03 per share over that stretch. Over the same sequence of quarters, reported revenue reached as high as US$305.9 million in Q3 2025, with basic EPS ranging between a profit of US$0.19 per share and a loss of...
NYSE:ECVT
NYSE:ECVTChemicals

Ecovyst (ECVT) Net Margin Compresses To 0.9% Reinforcing Bearish Profitability Concerns

Ecovyst (ECVT) opened 2026 with Q1 results that follow a year of mixed earnings, capped by Q4 2025 revenue of about US$199 million and basic EPS of roughly US$0.08, against a trailing twelve month net income from continuing operations of US$6.3 million and EPS of about US$0.05. Over recent quarters, revenue has moved from US$148.9 million in Q4 2024 to US$204.9 million in Q3 2025, while quarterly basic EPS ranged from a loss of about US$0.03 in Q1 2025 to US$0.20 in Q4 2024. This sets up a...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Assessing Itron (ITRI) Valuation As Investor Day Spotlight Shifts To Software And Outcomes Growth

Recent coverage around Itron (ITRI) has shifted focus toward its software driven Outcomes and Resiliency Solutions businesses, with an upcoming Investor Day expected to clarify long term targets and the company’s evolving revenue mix. See our latest analysis for Itron. Itron’s share price has faced pressure in recent months, with a 90 day share price return of 17.19% and a 1 year total shareholder return of 20.87%, even as investors weigh its recent earnings, cybersecurity disclosure, and...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX) Profitability Return Tests Bullish Narratives Ahead Of Q1 2026 Earnings

Vertex Pharmaceuticals (VRTX) opened 2026 with Q1 results that build on a solid recent run, following Q4 2025 revenue of US$3.2 billion and basic EPS of US$4.69, supported by trailing 12 month revenue of US$12.0 billion and basic EPS of US$15.46. Over the past few quarters, the company has seen revenue move from US$2.8 billion in Q1 2025 to US$3.2 billion in Q4 2025, while basic EPS shifted from US$2.52 to US$4.69. This points to a business where profitability trends are front and center for...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Idexx Laboratories (IDXX) Margin Strength Reinforces Bullish Earnings Narrative Before Q1 2026

IDEXX Laboratories (IDXX) is coming off a year where trailing twelve month revenue reached about US$4.3 billion and basic EPS was US$13.17, with earnings up 19.3% over the past year. Over recent quarters, revenue has moved from US$954.3 million in Q3 2024 to US$1.1 billion in Q4 2025, while quarterly basic EPS has ranged between roughly US$2.64 and US$3.66, giving you a clear view of how the top and bottom line have been tracking into the latest Q1 2026 update. With net profit margins at...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries (AEIS) Net Margin Improvement Tests Bullish Long Term Narratives

Advanced Energy Industries (AEIS) has put fresh numbers on the table for Q1 2026, with recent quarterly revenue figures showing a move from US$374.2 million in Q3 2024 to US$489.4 million in Q4 2025 and basic EPS shifting from a loss of US$0.38 in Q3 2024 to US$1.40 in Q4 2025, while trailing twelve month EPS reached US$3.97 on revenue of about US$1.8 billion. Over that stretch, net income excluding extraordinary items moved from a loss of US$14.1 million in Q3 2024 to a profit of US$52.5...
NYSE:GGG
NYSE:GGGMachinery

Assessing Graco (GGG) Valuation After Recent Share Price Weakness

Graco stock performance and business snapshot Graco (GGG) has drawn investor interest after recent share price moves, including a one-month return of about a 7% decline and a past three-month return of about a 14% decline, prompting closer attention to its fundamentals. The company reports annual revenue of about US$2.25b and net income of about US$516.24m, with revenue and net income growth both in the mid single digit range, and a market value of around US$12.93b. See our latest analysis...
NYSE:NPO
NYSE:NPOMachinery

Enpro (NPO) Margin Compression To 3.5% Tests Bullish Growth Narratives

Enpro (NPO) has just opened 2026 earnings season with a mixed backdrop, coming off Q4 2025 revenue of US$295.4 million and a basic EPS loss of US$1.52, against trailing 12 month revenue of US$1.14 billion and basic EPS of US$1.93. Over recent quarters the company has seen revenue move from US$260.9 million in Q3 2024 to US$286.6 million in Q3 2025 and US$288.1 million in Q2 2025, with quarterly EPS shifting from US$0.94 a share in Q3 2024 to US$1.17 in Q1 2025 and US$1.26 in Q2 2025 before...
NasdaqGM:PDYN
NasdaqGM:PDYNMachinery

Palladyne AI (PDYN) Trailing Profitability Emerges As Key Test Of Bullish Growth Narratives

Palladyne AI (PDYN) opened 2026 earnings season with Q1 numbers that follow a mixed 2025, where quarterly revenue ranged from US$0.86 million to US$1.71 million and EPS swung between a loss of US$0.20 and a profit of US$0.64. Over the past year, the company has seen revenue move between US$0.76 million and US$1.71 million per quarter, while EPS shifted from a loss of US$1.82 to a profit of US$0.64. This reflects a business still working through volatile margins, even as the trailing 12 month...