U is trading at $27.95 (+4.56%) following its Q1 2026 earnings report, which featured a top-line beat and an improved outlook for GAAP profitability.

  • Revenue reached $508.2 million (+17% YoY) with adjusted EPS of $0.23, driven by a 35% surge in Strategic revenue to $432.4 million.
  • Management pulled forward its GAAP profitability target to Q4 2026, signaling operational confidence despite cooling sequential momentum in the Strategic Grow segment.