U.S. Software Stock News

Manhattan Associates (MANH) just reported fourth quarter and full year 2025 results that came in ahead of Wall Street expectations, alongside fresh 2026 guidance and an update on its long running share repurchase program. See our latest analysis for Manhattan Associates. Despite the earnings beat and new guidance, the share price has had a tough stretch, with a 30-day share price return of 16.85% and a 90-day share price return of 21.07% contributing to a 1-year total shareholder return of...

Lumentum Holdings (LITE) Q2 2026 earnings snapshot Lumentum Holdings (LITE) reported Q2 2026 revenue of US$665.5 million with basic EPS of US$1.10, alongside quarterly net income of US$78.2 million as the company continued to report profits over the trailing twelve months. The company’s revenue moved from US$402.2 million in Q2 2025 to US$665.5 million in Q2 2026, while quarterly basic EPS shifted from a loss of US$0.88 to a profit of US$1.10 over the same period, indicating a very different...

The Public Utility Division of the Oklahoma Corporation Commission has moved to hire an independent evaluator to oversee Oklahoma Gas and Electric Company’s 2026 All Source RFP, following concerns about the company’s self-bidding and project choices that could raise costs for customers. This push for third-party oversight highlights growing regulatory unease about how OG&E structures its resource procurement, with potential implications for future rate decisions and capital planning. We’ll...

Knowles (NYSE:KN) CEO Jeffrey Niew recently sold a significant portion of his directly held shares. The sale took place after a period of strong earnings momentum for the company. The transaction occurred ahead of the company’s upcoming results announcement. Knowles, a supplier of acoustic components and audio solutions, operates across consumer electronics, industrial applications and other audio intensive end markets. The recent insider sale follows a stretch of solid financial...

Markel Group Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$4,007.97 million and net income reaching US$576.81 million, while full-year net income came in at US$2.11 billion. Despite lower full-year earnings per share from continuing operations, the company delivered higher quarterly EPS than a year ago, highlighting a strong finish to 2025. With quarterly earnings per share from continuing operations improving year on year, we’ll examine how this shapes Markel...

Fourth quarter earnings reset expectations for PACCAR (PCAR) PACCAR (PCAR) is back in focus after its fourth quarter 2025 earnings, where sales of US$6,252.1 million and net income of US$556.9 million came in below the prior year but ahead of revenue forecasts. See our latest analysis for PACCAR. Despite the softer quarter, PACCAR’s share price has moved higher, with a 31.03% 90 day share price return and a 23.52% 1 year total shareholder return suggesting sentiment has improved rather than...

In recent days, President Donald Trump launched Project Vault, a US$12 billion plan funded by a US$10 billion Export-Import Bank loan and private capital to build a U.S. strategic stockpile of critical minerals, directly affecting rare earth producers such as MP Materials. The initiative reinforces rare earths as a national security priority, potentially elevating the role of domestic producers like MP Materials in future supply chain planning. We will now examine how Project Vault’s...

Universal Technical Institute, Inc. has reported past first-quarter 2026 results, with sales rising to US$220.84 million while net income fell to US$12.83 million compared with the previous year. This mixed update follows the company’s ongoing expansion in healthcare education through Concorde Career Colleges and new skilled trades programs, highlighting its push to broaden revenue sources even as profitability tightens. Next, we will examine how this combination of higher revenue but lower...

Booz Allen Hamilton Holding recently launched Vellox Reverser, an AI-driven malware reverse engineering and threat intelligence product now broadly available to federal and commercial customers, while also expanding its role in Halcyon’s new Incident Response Partner Program alongside Beazley Security. The combination of automated malware analysis, historical campaign linkage, and integrated incident response positions Booz Allen more firmly as a full-spectrum cybersecurity solutions...

Mondelez International (MDLZ) has wrapped up FY 2025 with fourth quarter revenue of US$10.5b and basic EPS of US$0.52, alongside net income of US$665m, setting the tone for how the full year is being judged. The company has seen quarterly revenue move from US$9.6b in Q4 2024 to US$10.5b in Q4 2025, while basic EPS shifted from US$1.31 to US$0.52 over the same period, giving investors a view of top line scale and per share profitability. With trailing net profit margins down over the past year...

Cincinnati Financial increased its quarterly dividend by 8%, marking its 66th consecutive year of dividend growth. The company announced new executive appointments in actuarial, reinsurance, and financial leadership roles. These updates highlight both shareholder returns and leadership changes at NasdaqGS:CINF. Cincinnati Financial, traded as NasdaqGS:CINF, recently reported a quarterly dividend increase alongside several leadership changes. The stock closed at $168.95, with a 1 year...

American Assets Trust (AAT) has wrapped up FY 2025 with fourth quarter revenue of US$110.1 million, Funds From Operations of US$36.0 million and basic EPS of US$0.05. Trailing twelve month revenue stands at US$436.2 million with EPS at US$0.92. Over recent quarters the company has seen revenue move from US$112.2 million in Q4 2024 to US$110.1 million in Q4 2025, with basic EPS shifting from US$0.15 to US$0.05 across the same period. Taken together, this sets a cautious tone around earnings...

Essex Property Trust (ESS) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results that combine higher revenue with weaker profitability and a cautious Core FFO outlook for 2026. See our latest analysis for Essex Property Trust. At a share price of $252.57, Essex Property Trust has seen a 2.01% 1 day share price return and a 2.89% 7 day share price return. Its 1 year total shareholder return shows an 11.39% decline, compared with a 20.52% gain over three years...

Event driven snapshot of Construction Partners Construction Partners (ROAD) has attracted fresh attention after recent share price moves, with the stock closing at $114.77. Investors are weighing this level against the company’s fundamentals, returns, and current valuation metrics. See our latest analysis for Construction Partners. After a small 2.37% decline in the latest session, the recent 2.33% year to date share price return sits alongside a 1 year total shareholder return of 41.83% and...

Quantum Computing stock moves after recent trading performance Quantum Computing (QUBT) has come into focus after a sharp pullback, with the stock showing a 5.4% decline over the past day and double-digit negative returns over the past week and month. See our latest analysis for Quantum Computing. At a share price of $9.13, Quantum Computing’s recent pullback, with a 30.6% 90 day share price return decline, sits against a much stronger 3 year total shareholder return of more than 3.5x. This...

If you are wondering whether Freshpet stock is offering value at its current price, it helps to step back and look at what the recent share performance is really telling you. Freshpet shares last closed at US$69.20, with recent returns of 15.1% over 30 days and 15.0% year to date, set against a 7 day return of a 3.2% decline and a 1 year return of a 53.7% decline. Recent news flow around Freshpet has largely focused on its position in the premium pet food market and how investors are...

In late January 2026, Wolfspeed introduced its new TOLT silicon carbide power package portfolio for AI datacenter rack power supplies, designed to improve heat dissipation via top-side cooling and enable more compact, efficient systems. This launch highlights Wolfspeed’s role in supplying U.S.-based silicon carbide substrates for mission-critical infrastructure, aligning with efforts to bolster domestic semiconductor resilience for high-power AI and energy applications. Next, we’ll assess...

Fastenal (FAST) is back in focus after fourth quarter revenue came in slightly below Wall Street expectations. Management pointed to softer demand and higher tariffs, and outlined a larger 2026 capital spending plan in response. See our latest analysis for Fastenal. The fourth quarter update and Barclays’ revised view come against a backdrop of strong recent share price momentum, with a 19.4% year to date share price return and a 34.1% total shareholder return over the past year, alongside a...

If you are wondering whether Stock Yards Bancorp at about US$69.54 is offering fair value right now, the key is to line up its price against what the business may be worth using a few different yardsticks. The stock has returned 2.8% over the last 7 days, 3.1% over the last 30 days, 6.7% year to date, but is still showing a 7.8% decline over the last year, even though the 3 year and 5 year returns sit at 21.7% and 60.8% respectively. These mixed returns sit against a backdrop where Stock...

Event overview and why Strategy matters now Strategy (MSTR) has drawn fresh attention after repositioning itself as a bitcoin treasury company and rebranding from MicroStrategy Incorporated to Strategy Inc. This shift puts its Bitcoin exposure and AI analytics business firmly in focus for investors. See our latest analysis for Strategy. Alongside the rebrand, Strategy’s share price has been under pressure, with a 30 day share price return of a 21.63% decline and a 90 day share price return of...

Hecla Mining (NYSE:HL) has begun a review of its Quebec assets, including the option of a potential sale. The company is opening M&A discussions that could reshape its portfolio and operating footprint in Canada. This move follows recently reported annual production results and updated guidance for the coming periods. Hecla Mining is a North American focused precious metals producer with operations concentrated in silver and gold. The review of its Quebec portfolio comes at a time when...

AT&T (NYSE:T) agreed to acquire Lumen's Mass Markets fiber business for US$5.75b, adding over 1,000,000 fiber subscribers and extending its fiber footprint to 32 states. The company also entered new partnerships with Amazon Web Services and Amazon Leo to link its fiber network with cloud and satellite based connectivity. These moves aim to broaden AT&T's broadband reach, including into underserved areas, and to reshape how it delivers connectivity and cloud focused services across the...

If you are wondering whether Amgen's current share price gives you fair value for your money, this article will walk through what the numbers say and where valuation checks point your attention. With the stock at US$366.20, recent returns of 6.8% over 7 days, 10.9% over 30 days, 11.8% year to date, 27.0% over 1 year, 67.9% over 3 years, and 81.0% over 5 years put a spotlight on what investors are currently willing to pay for Amgen. Recent coverage around Amgen has focused on its position in...

Phillips 66 (PSX) closed out FY 2025 with Q4 revenue of US$38.3b and basic EPS of US$7.21, while trailing twelve month EPS stood at US$10.84 on revenue of US$136.6b, setting a clear earnings focused backdrop for the year. Over the past few quarters, the company has seen revenue move between US$30.4b and US$38.3b with quarterly EPS ranging from US$0.32 to US$7.21. Those results sit alongside trailing earnings growth of 109% and a net margin that has improved to 3.2%. For investors, that...