U.S. Software Stock News

NasdaqGS:ALLT
NasdaqGS:ALLTSoftware

Allot (ALLT) Profitability Turn Reinforces Bullish SECaaS Margin Narratives In Q1 2026

Allot (NasdaqGS:ALLT) has opened Q1 2026 with revenue of $26.4 million and basic EPS of $0.04, outlining how the business is translating its operations into earnings per share. The company’s revenue increased from $23.2 million and a basic EPS loss of $0.01 in Q1 2025 to $26.4 million and basic EPS of $0.04 in Q1 2026. Trailing twelve month basic EPS moved from a loss of $0.09 at Q1 2025 to $0.13 at Q1 2026, indicating that margins have become a more prominent factor in the company’s recent...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Reshapes Outlook With Dual Platform And Surging Bookings

D-Wave Quantum (NYSE:QBTS) has acquired Quantum Circuits, adding gate-model capabilities alongside its existing annealing systems. The transaction establishes D-Wave as a dual-platform quantum computing company with access to both annealing and gate-model approaches. Recent commercial activity includes a US$20 million system sale to Florida Atlantic University and a large quantum services agreement with a Fortune 100 company. Quarterly bookings were reported to be roughly 20 times higher,...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Does Honeywell’s Aerospace Spin Off And Defense Tilt Reshape The Bull Case For Honeywell (HON)?

Honeywell International recently presented at CeMAT Southeast Asia 2026 and detailed the pending spin-off of its aerospace unit amid restructuring costs, soft Q2 revenue expectations, and reaffirmed full-year 2026 guidance. The separation of Honeywell’s automation and aerospace businesses, alongside rising demand for its defense-related products in a tense geopolitical backdrop, marks a meaningful shift in how investors may view the company’s future profile and risk mix. We’ll now examine...
NYSE:HHH
NYSE:HHHReal Estate

Has Howard Hughes Holdings (HHH) Fallen Too Far After Recent Share Price Weakness

Wondering whether Howard Hughes Holdings at around US$64.21 is priced for a rebound or still has more to prove on value? This article focuses squarely on what the current share price might imply. The stock has been fairly flat in the short term, up about 0.1% over the last week and down 0.2% over the last month, while the share price has declined 18.5% year to date and 9.6% over the last year. Those longer term moves sit against a backdrop of ongoing interest in real estate development and...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Astronics (ATRO) Q1 EPS Surge Tests Bullish Earnings Growth Narrative

Astronics (ATRO) opened 2026 with Q1 revenue of US$230.6 million and basic EPS of US$1.38, setting a clear marker for how the year is starting after a busy 2025. The company has seen quarterly revenue move from US$205.9 million and EPS of US$0.27 in Q1 2025 to US$230.6 million and EPS of US$1.38 in Q1 2026, while trailing twelve month revenue sits at US$886.8 million and EPS at US$1.28. This puts the spotlight firmly on how much of this uplift is sticking in margins. See our full analysis for...
NasdaqCM:BWEN
NasdaqCM:BWENElectrical

Broadwind (BWEN) Q1 Loss And Earnings Volatility Test Bullish Profitability Narrative

Broadwind (BWEN) opened Q1 2026 with revenue of US$34.1 million and a basic EPS loss of US$0.02, compared with revenue of US$36.8 million and a basic EPS loss of US$0.02 in Q1 2025, while trailing twelve month EPS stood at US$0.22 on revenue of US$155.3 million. Over recent quarters the company has seen revenue move from US$33.6 million in Q4 2024 to US$36.8 million in Q1 2025, then to US$39.2 million in Q2 2025, US$44.2 million in Q3 2025, US$37.7 million in Q4 2025, and US$34.1 million in...
NasdaqGS:SBLK
NasdaqGS:SBLKShipping

A Look At Star Bulk Carriers (SBLK) Valuation After Mixed Short Term Share Price Moves

Recent performance snapshot for Star Bulk Carriers (SBLK) Without a specific news catalyst, Star Bulk Carriers (SBLK) has drawn attention after a mixed short term performance, with the stock down over the past day and week but higher over the month and past 3 months. Over the past day the stock declined about 2.4%, while the past week is slightly lower. In contrast, the share price is higher over the month, past 3 months, year to date, and the past year. These moves come alongside reported...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Is Starbucks’ 2026 Guidance Upgrade And Debt Tender Shift Altering The Investment Case For Starbucks (SBUX)?

In early May 2026, Starbucks launched cash tender offers of up to US$1.10 billion to repurchase multiple series of outstanding senior notes, while also reporting that fiscal Q2 2026 brought renewed growth in revenue and earnings and raising its full-year outlook. Alongside this financial repositioning, Starbucks is pushing operational and geographic changes, from sustainability-focused store expansion in southern Chile to a new Nashville corporate office and selective tech layoffs, that...
NYSE:AFL
NYSE:AFLInsurance

Aflac Cancer Initiative And New 10% Holder Shape Valuation Debate

Aflac (NYSE:AFL) is spotlighting its Check for Cancer Champion initiative, honoring television personality Adamari López for her cancer awareness advocacy. Separately, a regulatory filing disclosed that J&A Alliance Holdings, linked to Japan Post Holdings, holds a 10% stake in Aflac. Aflac, trading at $115.48, has a track record that includes a 13.6% return over the past year and 130.9% over the past 5 years. Those figures, alongside a 4.8% return year to date, suggest that many investors...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Is Autodesk (ADSK) Now Pricing In Too Much P/E After Recent Share Price Decline?

If you are wondering whether Autodesk at around US$231 per share is offering fair value or a potential mispricing, the current setup in the stock makes that question especially relevant. The share price is down about 5% over the last week and about 19.4% year to date, while the 1 year return is a decline of 21.8% and the 3 year return is a gain of 16.4%. Together, these figures suggest shifting expectations and changing risk appetite around the stock. Recent coverage has focused on Autodesk...
NYSE:MMM
NYSE:MMMIndustrials

How Investors May Respond To 3M (MMM) Joining AI Data Center Optical Connectivity Standards Initiative

In May 2026, 3M Company joined a new multi-source agreement with major technology firms to create open, interoperable standards for expanded beam optical connectivity used in AI data center infrastructure, with an initial technical working group already developing the first connector specification. This move highlights 3M’s push into critical AI infrastructure components, aligning its materials and connectivity expertise with the industry’s shift toward standardized, high-density optical...
NYSE:MS
NYSE:MSCapital Markets

Assessing Morgan Stanley (MS) Valuation After Record Q1 Results And New Crypto Trading Push

Morgan Stanley (MS) is back in focus after reporting a record Q1 2026, with CEO Ted Pick pointing to strong Investment Banking, Markets and wealth management results alongside upbeat earnings estimate revisions. See our latest analysis for Morgan Stanley. The Q1 2026 update and recent product moves, including the launch of cryptocurrency trading on E*TRADE and new market access such as ADX remote membership, have come alongside a 30 day share price return of 7.01% and a 1 year total...
NasdaqGS:PRAX
NasdaqGS:PRAXBiotechs

A Look At Praxis Precision Medicines (PRAX) Valuation After A Very Large One Year Return

Praxis Precision Medicines snapshot: what recent returns say about the stock Praxis Precision Medicines (PRAX) has drawn investor attention after a period where the stock is up about 9% over the past month and about 4% over the past 3 months. Those moves come alongside a reported 1 year total return of about 833% and a market value near US$9.6b, which has put this clinical stage CNS-focused biopharmaceutical company firmly on many growth oriented watchlists. See our latest analysis for Praxis...
NYSE:LUMN
NYSE:LUMNTelecom

A Look At Lumen Technologies (LUMN) Valuation After The NorthLine AI Focused Fiber Expansion Announcement

Lumen Technologies (LUMN) just detailed NorthLine, a new low latency fiber route linking Seattle and Minneapolis, designed for 100G and 400G traffic and aimed at AI heavy, east west enterprise data flows. See our latest analysis for Lumen Technologies. The NorthLine announcement lands after a volatile stretch, with an 8.42% 1 day share price return and a 30 day share price return of 20.67% contributing to a 1 year total shareholder return of 118.10%. This suggests momentum has recently been...
NYSE:HAL
NYSE:HALEnergy Services

How Investors May Respond To Halliburton (HAL) Earnings Beat And VoltaGrid New Energy Investment

Earlier in 2026, Halliburton reported first-quarter adjusted earnings of US$0.55 per share, ahead of analyst expectations, after implementing cost reduction initiatives and limiting capital expenditure to US$192 million while holding about US$2.00 billion in cash and a debt-to-capitalization ratio of 39.6%. In a separate move, Halliburton joined Blackstone in a US$1.00 billion equity investment in VoltaGrid, underscoring its interest in behind-the-meter power solutions that support data...
NasdaqCM:IMTX
NasdaqCM:IMTXBiotechs

Immatics (IMTX) Q1 Loss Of €0.43 Per Share Tests Growth Driven Bullish Narratives

Immatics (NasdaqCM:IMTX) opened 2026 with Q1 revenue of €7.6 million and a basic EPS loss of €0.43, alongside a net income loss of €57.8 million. This sets a clear snapshot of where the business is in its growth and investment cycle. Over recent quarters the company has reported revenue between €4.7 million and €56.3 million, with basic EPS ranging from a profit of €0.35 to losses such as €0.58 per share. This gives investors a wide set of reference points for how current margins compare with...
NYSE:PAGS
NYSE:PAGSDiversified Financial

PagSeguro Digital (NYSE:PAGS) Margin Compression Challenges Bullish Valuation Narratives After Q1 2026 Results

PagSeguro Digital (NYSE:PAGS) has just opened its Q1 2026 earnings season with revenue of R$5.0b and basic EPS of R$1.95, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from R$4.7b in Q1 2025 to R$5.0b in Q1 2026, while basic EPS shifted from R$1.73 to R$1.95 over the same period, giving investors a concrete read on both top line scale and per share profitability. With trailing twelve month EPS at R$7.65 and net income at R$2.1b, the focus now...
NYSE:VRT
NYSE:VRTElectrical

Is It Too Late To Consider Vertiv Holdings Co (VRT) After Its Surging Share Price?

If you are wondering whether Vertiv Holdings Co at around US$369.99 is priced for perfection or still offers value, starting with a clear look at its valuation can help you frame that decision. The stock has seen strong recent share price moves, with returns of 3.1% over the last 7 days, 23.3% over the last 30 days, 110.7% year to date and 238.4% over the past year, which can change how the market views its risk and opportunity. Recent headlines around Vertiv have focused on its role in...
NasdaqGM:EML
NasdaqGM:EMLMachinery

Eastern Machine (EML) Margin Compression To 1.9% Reinforces Cautious Earnings Narratives

Eastern Machine Ltd (NasdaqGM:EML) opened 2026 with Q1 revenue of about US$59.7 million and basic EPS of US$0.11, setting a measured tone for the new financial year. Over recent quarters the company has seen revenue move from US$65.9 million and EPS of US$0.35 in Q1 2025 to US$57.5 million and EPS of US$0.20 in Q4 2025, before landing at the latest Q1 2026 figures. This progression gives a clear view of how the top line and EPS have tracked into the current release. Taken together with a...
OTCPK:NLST
OTCPK:NLSTElectronic

Netlist (OTCPK:NLST) Returns To Quarterly Profitability Challenging Persistent Loss Narratives

Netlist (NLST) has opened 2026 with Q1 revenue of about US$104.9 million and basic EPS of roughly US$0.03, setting a clear marker for how the business is currently converting its top line into per share results. The company has seen quarterly revenue move from US$34.3 million in Q4 2024 to US$28.9 million in Q1 2025, then up through US$41.7 million, US$42.2 million and US$75.7 million in the remaining quarters of 2025 to reach US$104.9 million in Q1 2026. Basic EPS has shifted from a loss of...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Technologies (OPEN) Is Down 16.1% After Wider Q1 Losses And “2.0” Pivot - Has The Bull Case Changed?

In the past quarter, Opendoor Technologies Inc. reported Q1 2026 sales of US$720 million versus US$1,153 million a year earlier, with net loss widening to US$173 million and basic and diluted loss per share from continuing operations at US$0.18 compared with US$0.12 previously. While sales declined and losses increased, management highlighted its “Opendoor 2.0” push toward resale velocity, inventory health, cost discipline, and AI-driven underwriting, alongside new offerings such as Opendoor...
NYSE:MCK
NYSE:MCKHealthcare

Medical-Surgical Spinoff and Buybacks Could Be A Game Changer For McKesson (MCK)

McKesson Corporation recently reported its fourth-quarter and fiscal 2026 results, with quarterly sales of US$96,295 million and net income of US$1,682 million, alongside full-year sales of US$403.43 billion and net income of US$4.76 billion, while continuing sizable share repurchases under its long-running buyback program. Beyond the headline numbers, McKesson is preparing to separate its Medical-Surgical Solutions segment and is bolstering capital returns, moves that could reshape how...
NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

AtriCure (ATRC) Is Down 5.1% After Q1 Return To Profitability And Higher Revenue Guidance – What's Changed

AtriCure, Inc. has reported first-quarter 2026 results, with revenue of US$141.25 million up from US$123.62 million a year earlier and net income of US$0.108 million versus a net loss of US$6.75 million, marking a return to profitability. Management’s outlook for double-digit revenue expansion supported by recent product launches, including cryoSPHERE MAX and cryoXT, and growing adoption of the EnCompass and AtriClip platforms highlights how new devices and clinical investments are...
NYSE:HASI
NYSE:HASIDiversified Financial

A Look At HA Sustainable Infrastructure Capital’s Valuation After Its Recent Name Change

Understanding the recent move in HA Sustainable Infrastructure Capital stock HA Sustainable Infrastructure Capital (HASI) has drawn fresh interest after changing its name from Hannon Armstrong Sustainable Infrastructure Capital in June 2024. This has prompted investors to reassess what drives the stock and its fundamentals. See our latest analysis for HA Sustainable Infrastructure Capital. HASI’s share price has pulled back 0.8% over the past day and 6.2% over the past week, following a 27.7%...