Donnelley Financial Solutions, Inc. (NYSE:DFIN) is one of the oversold software stocks to buy according to Wall Street analysts.
On May 5, Donnelley Financial Solutions, Inc. (NYSE:DFIN) reported its first-quarter 2026 financial results, where it posted total revenue of $205.5 million, up 2.2% year over year
The revenue growth was powered mainly by the company’s software solutions segment, which brought in $91.7 million, an 8.4% year over year. Management said on the earnings call that this segment now accounts for 44.6% of total revenue, up from 42.1% a year earlier. The company said that the standout performer within the software solutions segment was ActiveDisclosure.
ActiveDisclosure is Donnelley’s financial reporting and compliance platform, which grew approximately 21% year over year. The quarter’s adjusted EPS came in at $1.45, as compared to $1.24 in Q1 2025. According to David A.