U.S. Software Stock News

DLocal (DLO) shares are in focus after the company reported first quarter 2026 results, with sales of US$335.86 million and net income of US$41.98 million, along with lower earnings per share year over year. See our latest analysis for DLocal. At a share price of US$12.66, DLocal has seen a 1-day share price return of 4.03%, while the year-to-date share price return has declined 10.02%. However, the 1-year total shareholder return is 17.98%, suggesting recent momentum has cooled after...

Aquestive Therapeutics (AQST) opened Q1 2026 with revenue of US$14.4 million and a reported loss of US$8.1 million, equal to a basic EPS loss of US$0.07. The trailing twelve months show revenue of US$50.3 million and a net loss of US$68.9 million or EPS of US$0.61. Over recent quarters the company has reported revenue rising from US$8.7 million in Q1 2025 to US$14.4 million in Q1 2026, with quarterly EPS losses ranging from US$0.24 to US$0.26 through 2025 before narrowing to US$0.07 in the...

Rocket Lab (NasdaqCM:RKLB) has secured its largest ever defense launch contracts, covering multiple Neutron and Electron missions. The company received a $190 million Department of Defense award for 20 hypersonic test flights under its HASTE program. Rocket Lab also announced the acquisition of Motiv Space Systems to add robotics and precision mechanisms for lunar and Mars surface missions. For investors watching RKLB, these moves come with the stock at a share price of $132.55 and very...

In the first quarter of 2026, California Resources Corporation reported revenue of US$119 million versus US$912 million a year earlier, swinging from net income of US$115 million to a net loss of US$711 million, yet its board still declared a quarterly dividend of US$0.405 per share payable in June. Despite the sharp year-on-year earnings deterioration, the company raised full-year 2026 production guidance and highlighted progress on its carbon capture and storage project at the Elk Hills...

Estée Lauder Companies (NYSE:EL) is facing new UK litigation tied to its Jo Malone business. The case includes allegations of insider trading and fiduciary breaches involving senior executives. The legal action is emerging while the company is engaged in public merger negotiations with Puig. For investors watching NYSE:EL, these governance allegations arrive at a sensitive time. The stock last closed at $80.83, with shares down 24.3% year to date and 57.3% over three years, while still up...

Nike (NYSE:NKE) has been named in a proposed consumer class action lawsuit over alleged unlawful tariff-related pricing practices. The lawsuit claims Nike passed on illegal tariff costs to customers and did not provide refunds after a Supreme Court ruling struck down those tariffs. Plaintiffs are seeking relief on the basis of alleged unjust enrichment and unfair pricing. Nike is a global sportswear and footwear company, and its products are closely tied to consumer spending and brand...

CorMedix (CRMD) has opened 2026 with Q1 revenue of US$127.4 million and basic EPS of US$0.49, set against a very large year over year earnings expansion and a move in net profit margin from 20.8% to 45% over the past 12 months. The company has seen quarterly revenue step up from US$39.1 million in Q1 2025 to US$127.4 million in Q1 2026. Trailing twelve month EPS has moved from US$0.28 at the start of 2025 to US$2.38 by Q1 2026. This gives investors a results set where wider margins and higher...

Kenvue (KVUE) has drawn investor attention after recent share performance data showed the stock flat over 1 day, down about 3% over the past week, and weaker over the past year. See our latest analysis for Kenvue. At a share price of US$17.19, Kenvue’s recent 7 day and 90 day share price returns, which declined 2.99% and 8.07% respectively, line up with a weaker 1 year total shareholder return that fell 24.68%. This suggests fading momentum as investors reassess its risk and return...

Wondering whether Enphase Energy's share price reflects its true worth, or if the recent moves have left it mispriced. The stock closed at US$48.01 after a sharp rebound, with returns of 35.4% over the past week, 50.0% over the past month and 42.3% year to date, even though the 1 year, 3 year and 5 year returns are down 3.4%, 70.7% and 66.1% respectively. Recent coverage has focused on how Enphase Energy fits into the broader semiconductor and clean energy story, with investors reacting to...

For investors wondering whether BlackRock, at around US$1,104 per share, represents value or simply a premium price tag, this article outlines what the current data can and cannot indicate about that question. The stock has delivered returns of 3.4% over the past week, 4.7% over the past month, 1.7% year to date and 14.6% over the past year, with 3 year and 5 year returns of 77.0% and 47.3% respectively. These figures naturally raise questions about how much potential future upside or...

Wondering whether Global Net Lease at about US$9.20 is offering fair value or an opportunity? This article walks through what the current price may be implying. The stock is up 0.9% over the last week, has slipped 3.1% over the last month, yet sits 4.3% higher year to date and 26.3% higher over the past year. These moves can change how you think about both upside and risk. Recent headlines have focused on Global Net Lease as part of broader discussions around US listed real estate investment...

In early May 2026, Silicon Motion Technology reported record Q1 2026 revenue of US$342.1 million, a gross margin of 47.2%, and earnings per share of US$1.58, alongside management guidance for further sequential growth in Q2 driven by datacenter demand, mobile market share gains, and the MonTitan product ramp-up. The combination of strong quarterly execution and management’s confidence in near-term demand drivers has reinforced Silicon Motion’s positioning in higher-performance storage...

Fate Therapeutics (FATE) opened 2026 with Q1 results showing revenue of about US$1.3 million and a basic EPS loss of US$0.26, alongside a net loss of US$31.2 million. Over recent quarters the company has seen quarterly revenue sit in a tight band around US$1.3 million to US$1.9 million, while basic EPS losses have moved between roughly US$0.26 and US$0.44 and trailing twelve month EPS has been around a US$1.09 loss. With the stock trading near US$1.90, the key question for investors is...

Avista (AVA) is drawing fresh attention after Avista Utilities started operating a community-based microgrid at Spokane’s Dr. Martin Luther King Jr. Family Outreach Center. The project combines solar, battery storage, and natural gas to support energy resilience. See our latest analysis for Avista. At a share price of $41.16, Avista has delivered a 6.30% year to date share price return, while the 1 year total shareholder return of 11.34% suggests interest has been building around its recent...

Enovix (ENVX) opened Q1 2026 with revenue of US$7.6 million and a basic EPS loss of US$0.18, alongside a net loss of US$38.26 million. On a trailing 12 month basis, the company generated US$34.32 million of revenue and a basic EPS loss of US$0.81 tied to a US$171.49 million net loss. Over recent quarters, the company has seen revenue range from US$5.10 million to US$11.27 million with quarterly basic EPS losses between US$0.12 and US$0.26. This provides a clear view of how growth and losses...

Akamai Technologies (NasdaqGS:AKAM) has agreed to acquire LayerX, a provider of browser-based AI usage control and secure enterprise browser technology. The deal extends Akamai’s Zero Trust portfolio into browser-level protection for generative AI applications used inside enterprises. The acquisition targets growing enterprise concerns around how employees access and use AI tools through their web browsers. Akamai Technologies, trading at $155.67, has seen strong recent share price...

Similarweb Q1 2026: Revenue Edges Higher While Losses Persist Similarweb (SMWB) opened 2026 with Q1 revenue of US$73.9 million and a basic EPS loss of US$0.07, while trailing 12 month revenue sat at US$289.4 million and EPS at a loss of US$0.35. The company has seen quarterly revenue move from US$67.1 million in Q1 2025 to US$73.9 million in Q1 2026, with basic EPS losses over that span ranging between US$0.05 and US$0.14 per quarter as management works toward narrowing the gap between top...

Spectral Capital (OTCPK:FCCN) has just posted Q1 2026 revenue of roughly US$328.5 million, alongside a basic EPS loss of US$0.11 and a net loss of about US$9.4 million, setting a clear tone for the quarter. The company has seen revenue move from US$0 in Q1 2025 to US$328.5 million in Q1 2026, while basic EPS has shifted from a loss of US$0.01 to a deeper loss of US$0.11, indicating that margins are under pressure even as the top line scales rapidly. See our full analysis for Spectral...

Bullish (BLSH) opened 2026 with Q1 revenue of US$77.5 million, a basic EPS loss of US$3.85, and a net loss of US$581.7 million, setting a tough but clear baseline for investors watching how the story develops from here. Over the past year, the company has seen quarterly revenue move from US$39.3 million in Q4 2024 to US$77.5 million in Q1 2026, while EPS has swung between a profit of US$1.39 and losses such as US$3.85, highlighting how quickly margins can shift as the business scales. With...

If you are wondering whether Natural Resource Partners at around US$107.20 is still offering fair value or starting to look stretched, you will want to focus on what the numbers actually say about its valuation. The stock is up 3.1% year to date and around 15.3% over the past year, even though it has fallen about 5.4% over the last week and 7.4% over the past month, which may have shifted how the market is pricing in its risks and opportunities. Recent news around Natural Resource Partners...

Black Rock Coffee Bar (BRCB) opened Q1 2026 with revenue of US$55.5 million and basic EPS of US$0.02, alongside net income of US$0.4 million. These results put fresh numbers behind a company that has recently moved into profitability on a trailing twelve month basis. The company has seen quarterly revenue move from US$42.8 million in Q4 2024 to US$51.5 million in Q3 2025 and then US$53.6 million in Q4 2025. Trailing twelve month EPS shifted from a loss of US$0.33 in Q2 2025 to a small profit...

Kadant (KAI) opened Q1 2026 with revenue of US$281.5 million and basic EPS of US$2.16, while trailing twelve month EPS sat at US$8.78 on revenue of US$1.1 billion and net income of US$103.4 million. Over the last five reported quarters, revenue has ranged from US$239.2 million to US$286.2 million as basic EPS moved between US$2.04 and US$2.35. This gives investors a clear read on how the top and bottom lines have tracked together into this latest print. With trailing net margins at 9.4%...

In the first quarter of 2026, monday.com reported revenue of US$351.27 million and net income of US$28.03 million, while also lifting its full‑year revenue outlook. Ahead of this earnings release, the company unveiled its largest product overhaul yet, rebranding as an AI Work Platform with native, configurable AI agents and a new consumption-based pricing model aimed at monetizing AI usage across its customer base. We’ll now examine how monday.com’s launch of its AI Work Platform and...

REGENXBIO (RGNX) Q1 2026 earnings snapshot REGENXBIO (RGNX) has just posted Q1 2026 results with revenue of US$6.4 million and a basic EPS loss of US$1.72, against a trailing twelve month basic EPS loss of US$5.59 on revenue of US$87.8 million. Over recent quarters the company has reported revenue of US$89.0 million in Q1 2025, followed by US$21.4 million in Q4 2024. Basic EPS moved from a profit of US$0.12 in Q1 2025 to a loss of US$1.01 in Q4 2024. These figures are likely to draw investor...