U.S. Software Stock News

NYSE:JLL
NYSE:JLLReal Estate

JLL (JLL) Earnings Growth Of 44.9% Tests Long‑Term Profitability Concerns

Jones Lang LaSalle (JLL) has just posted its latest results with recent quarters showing revenue stepping from about US$5.7b in Q1 2025 to US$7.6b in Q4 2025, while basic EPS moved from US$1.17 to US$8.53 over the same stretch, against a trailing 12 month EPS figure of US$16.73. The company has seen total revenue advance from US$23.4b in Q4 2024 to US$26.1b in Q4 2025, with trailing 12 month net income of US$792.1m compared with US$546.8m a year earlier. These figures set up Q1 2026 as an...
NYSE:SBSI
NYSE:SBSIBanks

Southside Bancshares (SBSI) Margin Compression Challenges Premium P/E Heading Into Q1 2026 Earnings

Southside Bancshares (SBSI) has just opened 2026 earnings season with its Q1 update, coming off a Q4 2025 quarter that delivered US$62.2 million in revenue and basic EPS of US$0.70, supported by net income of US$21.0 million. Over recent quarters, revenue has moved between US$61.2 million and US$65.8 million while basic EPS has ranged from US$0.16 to about US$0.72, providing a view of how the top line and per share earnings have tracked together. With a trailing net profit margin of 29.6%...
NYSE:MAX
NYSE:MAXInteractive Media and Services

MediaAlpha (MAX) Earnings Growth And 3.4% Margin Test Bullish Valuation Narratives

MediaAlpha (MAX) opened 2026 with Q1 revenue of US$310.0 million and basic EPS of US$0.21, setting the tone for how investors assess the latest chapter in its earnings story. The company has seen trailing twelve month revenue move from US$864.7 million in Q4 2024 to US$1.16 billion in Q1 2026, while trailing EPS shifted from US$0.31 to US$0.69 over the same span, framing a picture of changing scale and profitability. With margins now a central part of the debate after a 3.4% net margin over...
NYSE:PUMP
NYSE:PUMPEnergy Services

ProPetro Holding (PUMP) Q1 2026 Margins On Trial As TTM Earnings Hover Near Break Even

ProPetro Holding (PUMP) opened 2026 with Q1 results that follow a choppy 2025, where quarterly revenue ranged from US$289.7 million to US$359.4 million and EPS swung between a loss of US$1.32 and a profit of US$0.09. Over the last reported quarters, the company has seen total revenue move from US$360.9 million in Q3 2024 to US$289.7 million in Q4 2025, while EPS shifted from a loss of US$1.32 in Q3 2024 to a small profit of US$0.01 in Q4 2025. This sets up Q1 2026 as a test of how stable...
NYSE:NRG
NYSE:NRGElectric Utilities

Is NRG’s ESOP Shelf, Tender Offer and Dividend Strategy Altering The Investment Case For NRG (NRG)?

NRG Energy, Inc. previously filed a US$745.05 million shelf registration for 5,000,000 common shares tied to an ESOP-related offering, while also affirming a quarterly dividend of US$0.475 per share payable on May 15, 2026. Alongside these capital-raising and capital-return moves, NRG’s early tender of Lightning Power’s 7.25% senior secured notes significantly reshapes its balance sheet flexibility ahead of its upcoming earnings report. Against this backdrop, we’ll explore how the...
NasdaqGS:DGIC.A
NasdaqGS:DGIC.AInsurance

Combined Ratio Discipline At Donegal Group (DGIC.A) Reinforces Bullish Underwriting Narratives

Donegal Group (DGICA) has just opened its Q1 2026 reporting season with trailing 12 month revenue of US$978.0 million and basic EPS of US$2.18, alongside net income of US$79.3 million anchored in its recent quarterly run rate. Over recent quarters the company has seen revenue move from US$249.9 million in Q4 2024 to US$245.2 million in Q1 2025 and then US$240.1 million by Q4 2025, with quarterly EPS ranging between roughly US$0.47 and US$0.71. This sets up an earnings print where margins and...
NYSE:EIG
NYSE:EIGInsurance

Employers Holdings (EIG) Margin Collapse To 0.9% Challenges Earnings Growth Narrative

Employers Holdings (EIG) has opened 2026 with Q1 total revenue of US$207.6 million and basic EPS of US$0.53, alongside trailing 12 month revenue of US$863.7 million and EPS of US$0.37 that reflect a much thinner profit pool than a year ago. Over recent quarters, the company has seen revenue move from US$202.6 million in Q1 2025 to US$207.6 million in Q1 2026, while quarterly EPS has ranged from a profit of US$1.24 in Q2 2025 to a loss of US$1.07 in Q4 2025 before returning to profit in the...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Does Stronger Q1 Results And YouTube Ad Deal Change The Bull Case For Sirius XM (SIRI)?

Sirius XM Holdings Inc. has reported first-quarter 2026 results, with revenue rising to US$2,091 million and net income to US$245 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. These stronger earnings arrive as SiriusXM affirms its quarterly US$0.27 dividend and pursues an exclusive YouTube audio ad partnership and early-stage merger talks with iHeartMedia, potentially broadening both its advertising reach and content...
NasdaqGS:PHAT
NasdaqGS:PHATPharmaceuticals

Phathom Pharmaceuticals (PHAT) Loss Compression Challenges Bearish Narratives After Q1 2026 Results

Q1 2026 earnings snapshot and recent momentum Phathom Pharmaceuticals (PHAT) has just reported its Q1 2026 numbers, with the most recent quarterly reference period showing total revenue of US$57.6 million and a basic EPS loss of US$0.29, alongside net income excluding extra items at a loss of US$21.1 million. Over the past year of reported quarters, revenue has moved from US$29.7 million in Q4 2024 through to US$28.5 million, US$39.5 million, US$49.5 million and then US$57.6 million, while...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

NorthWestern Energy Group (NWE) Margin Compression Challenges Bullish Earnings Growth Narratives

NorthWestern Energy Group (NWE) opened Q1 2026 reporting season with a recent quarterly revenue base of about US$414.3 million and basic EPS of US$0.73 from Q4 2025. This is set against a trailing 12 month net income of US$181.1 million that has been growing at about 5.1% per year over the past five years but eased over the most recent year. The company has seen quarterly revenue move from US$373.5 million in Q4 2024 to US$466.6 million in Q1 2025 and US$414.3 million in Q4 2025. Over the...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

Is It Too Late To Consider Victory Capital Holdings (VCTR) After Its Strong Share Price Run?

If you are wondering whether Victory Capital Holdings at around US$78.51 still offers value, the first step is understanding what the recent share price is actually pricing in. The stock has posted returns of 5.4% over the last 7 days, 19.9% over 30 days, 22.5% year to date and 40.9% over 1 year, with a very large 3 year gain of 201.7% and a 5 year return of 224.5%. Recent market interest has been shaped by ongoing coverage of Victory Capital Holdings as an asset manager, together with...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

How DLocal’s (DLO) Class Action Dismissal Win Has Changed Its Investment Story

DLocal Limited recently reported that the New York Appellate Division unanimously upheld the prior dismissal of a putative securities class action, confirming that claims of misleading disclosures about its take rate trends lacked merit. The court’s reasoning, which highlighted the plaintiffs’ failure to show any undisclosed material trend against a backdrop of consistent TPV, revenue, and gross profit growth, helps clarify the legal risk profile around DLocal’s earlier disclosures. With the...
NYSE:DELL
NYSE:DELLTech

Dell And Trust3 AI Tie Governance To Dell Valuation Debate

Dell Technologies (NYSE:DELL) and Trust3 AI announced a partnership to deliver secure, governed, AI-ready data lakehouse solutions. The collaboration integrates AI-centric governance directly into Dell's storage architecture for enterprise customers. The offering targets organizations that want to scale AI workloads across hybrid and on-premises environments while meeting regulatory requirements. For investors, this move sits within Dell's core enterprise infrastructure business, where...
NYSE:ICE
NYSE:ICECapital Markets

ICE (ICE) Margin Expansion Outpaces Earnings Narratives In Latest Results

Intercontinental Exchange (ICE) has just posted another set of detailed numbers, with Q4 2025 revenue at US$2.5 billion, basic EPS of US$1.49 and net income excluding extra items of US$851 million, set against trailing twelve month revenue of US$9.9 billion and basic EPS of US$5.80. The company has seen revenue move from US$2.3 billion and EPS of US$1.22 in Q4 2024 to US$2.5 billion and EPS of US$1.49 in Q4 2025, while trailing twelve month net income excluding extra items shifted from...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

Acadia Healthcare (ACHC) Returns To Q1 Profit Challenging Deep-Loss Bear Narratives

Acadia Healthcare Company (ACHC) opened 2026 with Q1 revenue of US$828.8 million and basic EPS of US$0.05, setting the tone for how its earnings story is evolving after a volatile 2025. The company has seen quarterly revenue move from US$770.5 million in Q1 2025 to US$828.8 million in Q1 2026, while basic EPS shifted from US$0.09 to US$0.05 over the same period, against a backdrop of trailing 12 month revenue of US$3.4 billion and a loss of US$1.1 billion. For investors, the latest print...
NYSE:PWR
NYSE:PWRConstruction

Quanta Services (PWR) Margin Pressure Tests Bullish Growth Narrative Ahead Of Q1 2026 Earnings

Quanta Services (PWR) has put fresh numbers on the board for Q1 2026, coming off a Q4 2025 performance that featured US$7.8b in revenue and basic EPS of US$2.11 on net income of US$315.5m. Over the past six reported quarters, revenue has moved from US$6.5b in Q4 2024 to US$7.8b in Q4 2025. Quarterly basic EPS ranged from US$0.97 in Q1 2025 to US$2.28 in Q3 2025, giving you a clear line of sight on how sales and EPS have tracked together. Margins are in focus this season, and investors will be...
NYSE:DTE
NYSE:DTEIntegrated Utilities

A Look At DTE Energy (DTE) Valuation As Investors Reassess Recent Share Price Momentum

Why DTE Energy (DTE) Is On Investors' Radar Today DTE Energy (DTE) is drawing fresh attention after recent price moves, with the stock last closing at $151.69. That puts current performance front and center as investors reassess this large Michigan-based utility. See our latest analysis for DTE Energy. That 3.17% 1 day share price return sits on top of steady gains, with a 16.36% year to date share price return and a 49.26% 3 year total shareholder return pointing to sustained positive...
NYSE:APG
NYSE:APGConstruction

APi Group (APG) Heads Into Q1 2026 With Trailing EPS Loss Testing Bullish Narratives

APi Group (APG) heads into its Q1 2026 update with trailing 12 month revenue of about US$7.9 billion and a basic EPS loss of US$0.69. The latest reported quarter in 2025 showed revenue of US$2.1 billion and a basic EPS loss of US$1.13. Over recent quarters, revenue has moved from US$1.86 billion in Q4 2024 to US$2.12 billion in Q4 2025, alongside quarterly EPS that has swung between a profit of US$0.20 and a loss of US$1.13. This context sets the stage for investors to focus closely on how...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

ArcBest (ARCB) Valuation Check After A Strong Multi‑Month Share Price Run

Why ArcBest is on investors’ radar ArcBest (ARCB) has drawn investor attention after a strong share move over the past month, with returns of about 30% and around 41% in the past 3 months. See our latest analysis for ArcBest. At a latest share price of $127.57, ArcBest’s recent momentum is strong, with a 30-day share price return of 29.7% and year to date share price return of 65.31%, while the 1-year total shareholder return of 122.12% suggests that this move builds on already substantial...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

CoreWeave Extends SUNK Anywhere As Investors Weigh Growth Versus Ongoing Losses

CoreWeave has expanded its SUNK AI infrastructure platform to support multi cloud and on premise use through the new SUNK Anywhere offering. The update is designed to let AI research and platform teams standardize and manage training clusters across CoreWeave’s cloud and external environments via guided self service. This development broadens how clients can deploy secure AI workloads beyond CoreWeave’s own data centers. CoreWeave, listed as NasdaqGS:CRWV, is drawing attention as it pushes...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

Regency Centers (REG) Heads Into Q1 2026 With US$856m FFO Reinforcing Bullish Narratives

Regency Centers (REG) has just posted another quarter of solid top line and bottom line figures, with Q4 2025 revenue at US$418.3 million, basic EPS of US$1.09, and net income of US$199.1 million setting the tone for its latest Q1 2026 update. Over the past few quarters, the company has seen revenue move from US$373.8 million in Q3 2024 to US$418.3 million in Q4 2025, while basic EPS ranged between US$0.54 and US$1.09 and trailing twelve month net income reached US$513.8 million, giving you a...
NasdaqGS:WRLD
NasdaqGS:WRLDConsumer Finance

World Acceptance (WRLD) Margin Compression To 7.5% Challenges Bullish Profitability Narratives

World Acceptance (WRLD) just put out its FY 2026 numbers with Q3 total revenue of about US$141.3 million and a net loss of roughly US$0.9 million, or a basic EPS loss of US$0.19. This sets a more cautious tone for the latest update. The company has seen quarterly revenue move from about US$131.4 million in Q2 FY 2025 to US$165.2 million in Q4 FY 2025, then to US$132.5 million in Q1 FY 2026, US$134.5 million in Q2 FY 2026 and US$141.3 million in Q3 FY 2026. Over the same periods, EPS has moved...
NasdaqCM:AMRN
NasdaqCM:AMRNBiotechs

Amarin (AMRN) Loss Trend Of 24.2% Annually Tests Turnaround Narratives Heading Into Q1

Amarin (AMRN) has opened Q1 2026 earnings season with a fresh set of numbers that sit against a recent run of quarterly losses, headlined by Q4 2025 revenue of about US$49.2 million and a basic EPS loss of US$0.06, alongside trailing 12 month revenue of roughly US$213.6 million and a loss of US$1.87 per share. Over the last six reported quarters, revenue has ranged from about US$42.0 million to US$72.7 million while basic EPS has moved between a loss of US$0.06 and a much deeper loss of...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Earnings Jump 26.7% Reinforcing Bullish Margin Expansion Narrative

Cardinal Health Q3 2026 Earnings Snapshot Cardinal Health (CAH) has put up another big quarter, with Q2 2026 revenue at US$65.6b, basic EPS of US$1.98 and net income of US$467m setting the tone for its latest earnings update. Over the past six reported quarters, revenue has moved from US$52.3b in Q1 2025 to US$65.6b in Q2 2026, while basic EPS has ranged from US$1.00 in Q4 2025 to US$2.11 in Q3 2025. This gives you a clear line of sight on how the top line and EPS have tracked together. With...