U.S. Software Stock News

If you are wondering whether ITT at around US$205 per share represents fair value, a premium price, or a potential entry point, this article walks through what the numbers say about the stock. The share price has eased recently, with the stock down 3.3% over the past week and 5.2% over the past month, while the year to date return is 18.1% and the 1 year return is 37.9%. Over a longer stretch, ITT has posted a 3 year return of 161.7% and a 5 year return of 130.5%. This frames the recent...

MARA Holdings (MARA) just posted its Q1 2026 numbers, with revenue at US$174.6 million and a basic EPS loss of US$3.31, while trailing twelve month revenue sits at US$867.8 million against a TTM EPS loss of US$5.60. Over recent quarters the company has seen revenue move from US$214.4 million in Q4 2024 to US$213.9 million in Q1 2025 and US$238.5 million in Q2 2025 before landing at US$174.6 million in the latest quarter. At the same time, EPS has swung between profit and loss, leaving...

Vishay Precision Group (VPG) has just put fresh numbers on the table, with Q4 2025 revenue at US$80.6 million and a basic EPS loss of US$0.14. This sets the scene for how investors approach the new Q1 2026 reporting period. Over recent quarters the company has seen revenue move from US$72.7 million in Q4 2024 to US$80.6 million in Q4 2025, while quarterly EPS has swung between a US$0.10 loss and a US$0.59 profit. This has left trailing 12 month earnings shaped by a US$3.8 million one off gain...

Simon Property Group, Inc. has already reported first-quarter 2026 results, with revenue of US$1,757.09 million and net income of US$480.40 million, while also declaring higher common and preferred dividends and issuing full-year 2026 earnings guidance of US$6.61–US$6.76 per diluted share. The combination of strong leasing-driven growth, consistent earnings outperformance versus expectations, and a 7.1% year-over-year increase in the common dividend signals management’s confidence in the...

If you are wondering whether Patria Investments stock is offering fair value at recent prices, the starting point is understanding how its current market price lines up with different valuation checks. With the share price at US$11.55 and returns down 10.7% over the last week, down 6.2% over the last month and down 27.4% year to date, recent moves have sharpened questions about whether the stock now reflects a different balance of risk and potential reward. This article was prompted to give...

CeriBell (CBLL) has just posted Q1 2026 results, reporting total revenue of US$26.5 million and a basic EPS loss of US$0.52. The company also reported trailing twelve month revenue of US$95.1 million and a TTM basic EPS loss of US$1.63 at a share price of US$16.75. Over recent quarters the company has seen quarterly revenue move from US$18.5 million in Q4 2024 to US$26.5 million in Q1 2026, while quarterly basic EPS losses shifted from US$0.40 to US$0.52. This keeps the focus firmly on how...

iHeartMedia (IHRT) just turned in a softer top line for Q1 2026, with revenue of US$884.2 million and a reported loss of US$95.2 million, or EPS of US$0.61, keeping the story anchored in loss making territory. Over the past five quarters, revenue has ranged between US$807.1 million and US$1.13 billion while EPS has moved from a loss of US$1.84 to a loss of US$0.27 in Q4 2025 and then to a loss of US$0.61 in the latest quarter, underscoring pressure on profitability even as revenue holds...

Why TJX Companies (TJX) is back in focus ahead of earnings TJX Companies (TJX) is drawing fresh scrutiny as its upcoming earnings release approaches, with the stock under pressure alongside the broader retail sector and recent trading slipping below key technical support. This earnings announcement lands at a time when consumer confidence is reported at very low levels and institutional investors have been selling retail stocks, including TJX, following a long period of strong historical...

Alpha Metallurgical Resources (AMR) is back in focus after its first quarter 2026 results, which combined a narrower net loss and firmer adjusted EBITDA with softer revenue, an earnings miss, and reaffirmed full year guidance. See our latest analysis for Alpha Metallurgical Resources. At a share price of $188.03, Alpha Metallurgical Resources has seen its share price return decline 7.4% year to date, even as the 1 year total shareholder return is 47.28%. This suggests longer term holders have...

Illumina, Inc. recently reported first-quarter 2026 results showing revenue of US$1,091 million and net income of US$134 million, alongside higher earnings per share versus a year earlier. The company also raised its full-year 2026 revenue outlook to US$4.52–US$4.62 billion and completed a share repurchase of about 7.15% of its stock, signaling management confidence in its business trajectory. We’ll now examine how Illumina’s upgraded 2026 revenue guidance may influence the existing...

Nebius Group has recently accelerated its AI expansion by agreeing to acquire Eigen AI for about US$643 million, securing multiyear AI compute contracts with Meta and Microsoft worth tens of billions of dollars, and receiving a US$2 billion investment from Nvidia to scale its neocloud data centers. Together, these moves are shifting Nebius from a pure infrastructure provider toward a higher‑value AI platform model, reshaping how it can monetize its contracted capacity and future...

If you are wondering whether Onto Innovation at around US$277.94 is still offering value after a strong run, the key is to separate price excitement from what the fundamentals may support. The stock is down 8.9% over the last 7 days, yet it is up 8.1% over 30 days, 67.6% year to date and 180.2% over the past year, which can change how the market views its potential and risk. Recent coverage has focused on Onto Innovation as a semiconductor equipment stock with strong investor attention. That...

In the first quarter of 2026, Trupanion reported net income of US$4.88 million and basic earnings per share of US$0.11, reversing a loss a year earlier. This return to profitability, alongside a director’s collateral-related share transfer and corrected ownership disclosure, may reshape investor views on Trupanion’s business trajectory. With Trupanion back in the black this quarter, we’ll now examine how this earnings shift influences the company’s broader investment narrative. Explore 26...

Wondering if Flowers Foods at around US$8.09 is a bargain or a value trap? This article walks through what the current price might be implying about the stock. The share price is down 6.4% over the past week, roughly flat over the last month, and has fallen 25.0% year to date and 49.3% over the past year, which may have changed how the market views its risk and reward profile. Recent coverage has focused on how extended share price weakness is affecting sentiment toward consumer staples...

Ares Management (ARES) is back in focus after first quarter 2026 results showed revenue of US$1,396.44 million and net income of US$142.59 million, along with record assets under management and higher fee related earnings. See our latest analysis for Ares Management. Ares Management’s share price has surged 23.09% over the past month, but is still down 25.65% year to date, while the 5 year total shareholder return of 179.29% points to strong longer term momentum. If strong recent moves in...

Dynex Capital (DX) is back in focus after reporting Q1 2026 earnings that missed EPS expectations, while at the same time the board approved a sizable share repurchase plan. See our latest analysis for Dynex Capital. At a share price of $13.30, Dynex Capital has seen short term share price weakness over the past quarter, while longer term total shareholder returns over 1, 3 and 5 years have been positive. This suggests earlier buyers have been rewarded despite recent volatility. If earnings...

LTC Properties, Inc. recently reported first-quarter 2026 results showing revenue of US$95.41 million and net income of US$23.59 million, alongside plans to present at the BMO North American Real Estate Conference in New York on May 12, 2026. The results highlight how LTC’s accelerated shift toward its seniors housing operating portfolio (SHOP) is reshaping its revenue mix and capital allocation priorities. We’ll now examine how LTC’s faster transition toward SHOP assets may influence its...

AI gets most of the headlines for software and algorithms, but the real bottleneck is the physical hardware that keeps it all running. At a time when central banks are reacting to inflation, energy prices are volatile, and bond yields are moving, the companies that provide the power, cooling, and connectivity for AI can offer a different angle on the theme. This AI Infrastructure Stocks screener focuses on businesses that are already turning AI demand into revenue and cash flow. In this...

Vertiv Holdings Co recently appointed Frieda He as Chief Procurement Officer, tasking her with leading the company’s global procurement organization and strengthening supply chain resilience across its power and thermal management solutions portfolio. He’s track record managing multi‑billion‑dollar sourcing budgets through industry disruption at Polestar and Volvo Cars brings deep procurement and electrification expertise to Vertiv’s AI-focused data center infrastructure ambitions. We’ll now...

AECOM (ACM) has attracted fresh attention after reporting record second quarter fiscal 2026 results, raising full year earnings guidance again, and highlighting an 8% backlog increase supported by transportation, water, energy, and environmental contracts. See our latest analysis for AECOM. Despite record guidance and a record backlog, AECOM's share price has come under pressure, with the stock down 30.65% over 90 days and year-to-date share price return down 27.44%. The 5-year total...

Recent performance snapshot Berkshire Hathaway (BRK.B) has drawn attention after recent trading, with the stock last closing at US$484.96 and showing mixed total returns over different periods, including declines over the past 3 months and year. See our latest analysis for Berkshire Hathaway. Recent trading has been slightly supportive, with a 7 day share price return of 4.18% and a 3 month share price return that is down 3.01%. The 5 year total shareholder return of 68.63% reflects a...

In late April 2026, Humana Inc. reported first-quarter 2026 results showing revenue rising to US$39.65 billion from US$32.11 billion a year earlier, while net income eased to US$1.19 billion and diluted EPS from continuing operations slipped to US$9.83. At the same time, Humana completed a US$276.13 million buyback of 1,200,726 shares and lowered its 2026 GAAP diluted EPS guidance to at least US$8.36, highlighting that higher sales are not fully translating into earnings growth. Next, we’ll...

Critical Metals Corp. (NasdaqGM:CRML) is highlighting its Tanbreez Project in Greenland as a potential key Western source of hafnium. The company points to forecasts for nearly 70% growth in global hafnium demand by 2030, tied to aerospace, nuclear, semiconductor, and advanced computing uses. Plans include substantial hafnium concentrate production and a joint venture refinery in Romania aimed at serving EU, NATO, and US customers. The initiative is framed as a way to reduce Western...

TKO Group Holdings (NYSE:TKO) and the Arizona Sports & Events Alliance have agreed a multi year deal to stage premium UFC, WWE, PBR, and Zuffa Boxing events in Arizona. The partnership covers a three year period and brings a recurring slate of live combat sports and entertainment events to the state. The agreement is expected to create new event related revenue opportunities for TKO and support local economic and cultural activity around Arizona venues. For investors tracking NYSE:TKO, this...