U.S. Software Stock News

International Paper (IP) just wrapped up FY 2025 with Q4 revenue of US$6.0b and a basic EPS loss of US$4.48, as discontinued operations and weaker earnings dragged the bottom line into the red. Over the past year, the company has seen quarterly revenue move from US$4,580m in Q4 2024 to US$6,006m in Q4 2025, while basic EPS shifted from a loss of US$0.42 to a loss of US$4.48, with trailing twelve month EPS at a loss of US$5.61. With the trailing twelve month net income also in loss territory,...

If you are wondering whether Amkor Technology's current share price still offers value, this article will walk through what the market is pricing in and how that lines up with the fundamentals. The stock most recently closed at US$48.33, with a 7 day return of a 2.8% decline, a 30 day return of 22.4%, a year to date return of 12.6%, a 1 year return of 99.2%, a 3 year return of 68.1% and a 5 year return of 189.8%. These movements sit against a steady flow of attention on semiconductor related...

Recent analyst upgrades have put Applied Materials (AMAT) in focus, as firms like Mizuho and Deutsche Bank point to accelerating wafer fab equipment spending and heavier capital budgets at major chipmakers. See our latest analysis for Applied Materials. The recent upgrades come after a sharp run in the shares, with the latest share price at $322.32 and a 30 day share price return of 25.42%. The 1 year total shareholder return of 80.51% and 5 year total shareholder return of 234.20% point to...

In January 2026, Rize Credit Union announced an expanded partnership with Upstart that uses the Upstart Referral Network to offer more California consumers access to Rize-branded personal loans through a fully online process. This new client win reinforces Upstart’s AI-driven lending model, which already supports over 100 banks and lenders seeking more accurate credit decisions. With investor attention building around Upstart’s AI-powered referral network expansion, we’ll now examine what...

Wells Fargo Wealth & Investment Management recently introduced its own proxy voting service for discretionary client accounts, expanding its use of Broadridge Financial Solutions’ technology platform to administer and process shareholder votes. This shift away from third-party proxy advisers toward an in-house system supported by Broadridge highlights the company’s role as a core infrastructure provider for institutional proxy voting. Next, we’ll examine how Wells Fargo’s decision to build...

In late January 2026, Equifax launched a series of fraud and risk tools, including Credit Abuse Risk and Synthetic Identity Risk, alongside new Employment Insights and Income Confirm products that integrate verified income and employment data from The Work Number into lending and auto finance workflows. Together, these launches underscore how Equifax is trying to deepen its role in lenders’ fraud prevention and credit decisioning processes by combining AI-driven risk scores with regulated,...

AppFolio (APPF) closed out FY 2025 with fourth quarter revenue of US$248.2 million and basic EPS of US$1.11, alongside net income of US$39.9 million, setting a clear marker for how the year finished. The company has seen revenue move from US$203.7 million and EPS of US$2.82 in Q4 2024 to US$248.2 million and EPS of US$1.11 in Q4 2025. The trailing twelve months show revenue of US$950.8 million and EPS of US$3.91 as investors weigh how a net profit margin of 14.8% on recent data fits with the...

Novavax (NVAX) is back in focus after the company signed a non exclusive License and Option Agreement with Pfizer, giving Pfizer access to its Matrix M adjuvant for vaccines targeting up to two infectious diseases. See our latest analysis for Novavax. The Pfizer agreement comes after a period of renewed interest in Novavax, with a 31.62% 1 month share price return and a 24.05% year to date share price return. However, the 5 year total shareholder return of a 96.95% loss shows that long term...

Forestar Group (FOR) is back in focus after its recent earnings update, where revenue reflected a heavier tilt toward higher priced lot deliveries and western market exposure, while margins stayed under pressure. See our latest analysis for Forestar Group. The recent earnings miss and commentary on softer gross margins came after a sharp pullback around the fourth quarter release. Even so, the 7% year to date share price return and 69.6% three year total shareholder return show that longer...

Recent share performance and business snapshot Atlassian (TEAM) has seen its share price under pressure, with negative returns over the past week, month and past 3 months, prompting some investors to recheck how the current valuation lines up with fundamentals. The company reports annual revenue of US$5.46b and a net loss of US$184.79m, reflecting its current balance between investment in growth and profitability. Recent revenue and net income growth figures provide extra context for how the...

MSCI (NYSE:MSCI) has warned that Indonesia could be reclassified from emerging to frontier market status. The warning follows concerns over market transparency and coordinated trading behavior. MSCI has halted index adjustments for Indonesian securities while it reviews the situation. The Indonesia Stock Exchange is taking steps to address MSCI’s concerns and preserve its emerging market classification. MSCI, known for its global equity indices that many funds track, sits at the center of...

Ryan Specialty Holdings (NYSE:RYAN) is drawing attention for strong organic revenue growth and earnings expansion supported by high free cash flow margins. The company has been growing without relying on acquisitions, while maintaining solid reinvestment capacity that supports its operations and future projects. This combination of organic growth, earnings strength and free cash flow efficiency is setting Ryan Specialty Holdings apart within the business services sector. For investors...

If you are wondering whether Polaris is still offering value at around US$63.84 per share, you are not alone. This article is designed to help you make sense of that price tag. The stock has had a mixed run, with a 7.6% decline over the last week, a 0.9% return over the last month, a 4.0% decline year to date, and a 41.3% return over the last year. The 3 year and 5 year returns stand at 39.6% and 37.1% declines respectively. Recent coverage of Polaris has focused on how investors are...

President Trump’s new executive order curbing institutional purchases of existing single-family homes has put Invitation Homes (INVH) in focus, as investors weigh how limits on acquisitions could affect its single-family rental model. See our latest analysis for Invitation Homes. At a share price of $26.73, Invitation Homes has seen a 1 day share price return of 1.44%. Its 1 year total shareholder return of 10.84% and 3 year total shareholder return of 10.64% point to weaker momentum over a...

Third quarter earnings and dividend stability move into focus Erie Indemnity (ERIE) is back on investor radar after its third quarter 2025 report, where earnings per share topped expectations while revenue came in below forecasts and the company kept its long running dividend record intact. See our latest analysis for Erie Indemnity. At a share price of $283.01, Erie Indemnity has seen short term momentum soften, with a 30 day share price return of 1.27% decline and a 1 year total shareholder...

Northrop Grumman (NYSE:NOC) secured a US$233 million contract with the US Navy and Australian Defense Force for advanced lightweight torpedoes. The deal focuses on accelerating design and manufacturing using the company’s existing technology expertise. This contract arrives as Northrop Grumman reports a record backlog above US$95b and highlights strong cash flow growth. The company is also planning accelerated production of its B-21 bomber program alongside broad-based expansion across its...

In the past week, Amprius Technologies drew increased investor interest as attention focused on its efforts to convert high-performance battery innovation into customer wins and scale manufacturing through a capital-efficient contract model ahead of an upcoming earnings report. An interesting angle is how this combination of expected operational improvement and outsourced manufacturing could influence perceptions of Amprius’ path to commercial scale. Next, we’ll look at how this focus on...

If you are wondering whether L3Harris Technologies is offering fair value at its current price, this article walks through what the numbers are really saying about the stock. The shares last closed at US$342.85 after a 3.3% decline over the past week, but they are up 16.8% over 30 days, 12.6% year to date, 64.8% over 1 year and 107.6% over 5 years, which naturally raises questions about how expectations and perceived risk are being priced in. Recent news coverage has focused on L3Harris...

Chipotle Mexican Grill expanded Chief Human Resources Officer Ilene Eskenazi’s role to Chief Legal and Human Resources Officer. The change places both legal and HR functions under Eskenazi’s leadership as part of a broader executive transition at the company. The move is intended to align people, culture, and compliance decisions more closely at the C suite level. For investors watching NYSE:CMG, this move comes with the stock recently closing at $38.87. Over the past year, the shares show...

Oxford Bank (OXBC) just turned in another steady quarter, with Q3 FY 2025 revenue of US$12.144 million and basic EPS of US$1.24 on net income of US$3.063 million, while the trailing 12 month totals sit at US$46.422 million of revenue and basic EPS of US$4.19 on net income of US$10.338 million. The bank has seen revenue move from US$10.585 million in Q4 FY 2024 to US$12.144 million in Q3 FY 2025, with quarterly EPS ranging from US$0.68 to US$1.24 over that period. This sets up an earnings...

Hartford Insurance Group (HIG) just wrapped up FY 2025 with fourth quarter revenue of US$7.3b and basic EPS of US$4.03, alongside net income of US$1.1b that caps off a year of solid headline numbers. Over the past few quarters, the company has seen revenue move from US$6.9b and EPS of US$2.93 in Q4 2024 to US$7.3b and EPS of US$4.03 in Q4 2025, while trailing twelve month revenue reached US$28.4b and EPS came in at US$13.64. With that backdrop, investors are likely to focus on how the margin...

Why FuboTV’s Hulu + Live TV deal matters now The newly announced combination of FuboTV (FUBO) with Hulu + Live TV has turned the group into one of the largest U.S. live TV streaming platforms, pushing the stock onto more investors’ radar. See our latest analysis for FuboTV. Despite the higher profile that comes with combining Fubo and Hulu + Live TV, FuboTV’s recent share price return has been weak. The 90 day share price return of 41.01% and year to date share price return of 13.90% suggest...

Bitmine Immersion Technologies (BMNR) is back in focus after terminating President Erik Nelson without cause, sharply increasing its authorized share count, and making a large Ethereum purchase and staking move as crypto prices weakened. See our latest analysis for Bitmine Immersion Technologies. Those governance moves and the heavy Ethereum buying have arrived alongside sharp share price swings, with a 10% one day drop after the leadership news and a recent 3.35% intraday rebound. That...

In recent days, Crypto ISAC and Coinbase announced an expanded integration that enables continuous, automated sharing of Coinbase-sourced, high-confidence cyber threat intelligence with vetted member organizations, without exposing customer data. This move positions Coinbase as a key contributor to sector-wide defense, embedding its security capabilities directly into the broader crypto infrastructure’s risk controls. We’ll now examine how Coinbase’s deeper threat-intelligence sharing with...