U.S. Software Stock News

Recent trading in Ocular Therapeutix (OCUL) has drawn attention, with the stock declining over the past week while remaining higher over the past month and over the past year. See our latest analysis for Ocular Therapeutix. Taking a step back, the stock’s recent pullback sits against a mixed backdrop, with the share price down year to date but a 1 year total shareholder return of 30.86%, suggesting earlier optimism has cooled near the current US$9.16 level. If you are comparing Ocular...

nLIGHT (LASR) drew investor attention after first quarter 2026 results topped analyst expectations, with revenue of US$80.18 million, a shift to positive net income, and management issuing upbeat guidance for the next quarter. See our latest analysis for nLIGHT. nLIGHT’s share price has been on a strong run, with a 7 day share price return of 25.18%, a 90 day share price return of 52.83% and a year to date share price return of 118.43%. The 1 year total shareholder return is also very large,...

SEALSQ stock at a glance SEALSQ (LAES) has drawn attention after recent trading that left the stock at a last close of US$2.94, with returns mixed across different periods and the business focused on secure semiconductor solutions. See our latest analysis for SEALSQ. The stock has seen a sharp 40.00% 1 month share price return. However, this follows a year to date share price decline of 30.66%, while the 1 year total shareholder return is 24.05%. This suggests that momentum has recently...

Dacotah Banks Q1 2026 earnings set the tone for profitability and margins Dacotah Banks (DBIN) opened Q1 2026 with total revenue of US$50.0 million and basic EPS of US$1.24, supported by trailing twelve month revenue of US$194.5 million and EPS of US$4.29 that sit against earnings growth of 26.5% over the past year. The company has seen revenue move from US$152.6 million to US$194.5 million and trailing EPS lift from US$2.66 to US$4.29 over the past few reported periods, which puts the focus...

Halozyme Therapeutics (HALO) opened 2026 with Q1 revenue of US$376.7 million and basic EPS of US$1.27, against a backdrop where trailing 12 month revenue sits at about US$1.5 billion and EPS at US$2.94. Over recent quarters, the company has seen revenue move from US$298.0 million in Q4 2024 to US$264.9 million in Q1 2025, then to US$325.7 million in Q2 2025, US$354.3 million in Q3 2025, US$451.8 million in Q4 2025, before the latest US$376.7 million print. Quarterly basic EPS has ranged from...

ACM Research (ACMR) is back in focus after releasing Q1 2026 results that topped analyst revenue and earnings estimates and reaffirmed full year guidance, supported by strength in electrochemical plating and advanced packaging. See our latest analysis for ACM Research. The Q1 2026 beat and reaffirmed guidance come after a sharp share price run, with a 7 day share price return of 19.3% and a 30 day gain of 31.04%, although the stock is still down 10.88% over 90 days. At the current US$62.99...

If you are wondering whether Cisco Systems at around US$99 per share still offers value, the key is to look past the headline price and focus on what the fundamentals imply about fair value. The stock has seen recent returns of 5.3% over the last 7 days, 20.8% over the last 30 days, 30.6% year to date, 64.4% over 1 year, 129.9% over 3 years and 116.4% over 5 years. These movements can change how the market is pricing risk and opportunity. Recent company news has focused on Cisco Systems'...

Microsoft's planned US$1b East Africa data center project with G42 has been delayed after the Kenyan government declined to provide long term payment guarantees. The impasse affects a key piece of Microsoft's global cloud and AI infrastructure rollout focused on emerging markets. The dispute centers on how future payments for government cloud services would be secured over the life of the project. For investors watching NasdaqGS:MSFT, the Kenya setback comes against a backdrop of mixed...

Paycom Software (NYSE:PAYC) is sponsoring the National Duals Invitational, a new collegiate wrestling event with a $1 million prize pool. The sponsorship links Paycom to a high-profile college sports platform, extending its visibility beyond its payroll and HR software business. This move is intended to deepen community engagement and reach student athletes, fans, and future workforce participants. For investors watching NYSE:PAYC, this sponsorship adds a fresh angle to a story often...

Taysha Gene Therapies reported a first‑quarter 2026 net loss of US$42.41 million, widening from US$21.53 million a year earlier, while losses per share also increased. Despite deeper losses, recent updates on TSHA‑102 for Rett syndrome, including encouraging safety data and positive FDA alignment on a potential Biologics License Application path, have intensified focus on the company’s clinical and regulatory progress. We’ll now examine how the encouraging TSHA‑102 safety profile and FDA...

Tuya (NYSE:TUYA) heads into its Q1 2026 reporting cycle with recent numbers that give investors clear reference points, with Q4 2025 revenue at US$84.5 million and basic EPS of US$0.03 backed by trailing twelve month revenue of US$321.8 million and EPS of US$0.09 versus prior year figures that included smaller profits and an earlier loss. Over the past six quarters, revenue has moved from US$81.6 million in Q3 2024 to US$82.1 million in Q4 2024 and then to US$84.5 million by Q4 2025, while...

Vinci Compass Investments (NasdaqGS:VINP) opened 2026 with Q1 revenue of R$274.9 million and Basic EPS of R$1.57, set against trailing twelve month revenue of R$1.0 billion and Basic EPS of R$4.13 that sit alongside a net margin of 26% and a 105.4% year over year earnings improvement influenced by a R$96.1 million one off gain. Over the past six reported quarters, revenue has ranged from R$234.7 million in Q1 2025 to R$274.9 million in Q1 2026, while quarterly Basic EPS has moved between...

The market for Solstice Advanced Materials, Inc.'s ( NASDAQ:SOLS ) shares didn't move much after it posted weak...

The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...

The latest earnings report from Montauk Renewables, Inc. ( NASDAQ:MNTK ) disappointed investors. We did some digging...

Celebrations may be in order for NewAmsterdam Pharma Company N.V. ( NASDAQ:NAMS ) shareholders, with the analysts...

Celebrations may be in order for Janux Therapeutics, Inc. ( NASDAQ:JANX ) shareholders, with the analysts delivering a...

Market forces rained on the parade of GeneDx Holdings Corp. ( NASDAQ:WGS ) shareholders today, when the analysts...

It looks like Kodiak Gas Services, Inc. ( NYSE:KGS ) is about to go ex-dividend in the next four days. The ex-dividend...

Blue Bird Corporation's ( NASDAQ:BLBD ) strong earnings report was rewarded with a positive stock price move. We did...

The market wasn't impressed with the soft earnings from Ameresco, Inc. ( NYSE:AMRC ) recently. We did some analysis...

Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...

Today is shaping up negative for Kontoor Brands, Inc. ( NYSE:KTB ) shareholders, with the analysts delivering a...

Sphere Entertainment Co.'s ( NYSE:SPHR ) robust earnings report didn't manage to move the market for its stock. We did...