U.S. Software Stock News

How Avantor's FY 2025 Numbers Set the Stage for the Next Chapter Avantor (AVTR) just posted its FY 2025 third quarter results with revenue of US$1,623.8 million, a basic EPS loss of US$1.04 and net income loss of US$711.8 million, putting a sharp spotlight on profitability. The company has seen quarterly revenue move from US$1,714.4 million in Q3 2024 to US$1,686.6 million in Q4 2024, then to US$1,581.4 million and US$1,683.4 million in Q1 and Q2 2025, with EPS shifting from US$0.08 to...

Navitas Semiconductor (NVTS) has introduced a 10 kW all‑GaN DC‑DC power platform targeting next‑generation AI data centers, offering up to 98.5% peak efficiency, 1 MHz switching frequency, and high power density in a compact full‑brick module. See our latest analysis for Navitas Semiconductor. At a share price of $8.76, Navitas has had a mixed few months, with a 7 day share price return of 6.83% alongside a 30 day share price decline of 16.01%. Its 1 year total shareholder return of 207.37%...

If you are wondering whether Pathward Financial's current share price still offers value, it helps to first see how its market price lines up with what the business might be worth. The stock last closed at US$89.59, with returns of 21.8% over the past month, 24.7% year to date and 14.0% over the last year, which can change how investors think about both upside and risk. Recent news coverage has focused on Pathward Financial's position in the U.S. banking sector and how its business model...

Earlier in February 2026, Booking.com was named the Official Travel Partner of the Route 66 Centennial, integrating its platform across a year-long series of road-trip events along the historic highway as it nears its 100th anniversary. This partnership puts Booking.com at the heart of a high-visibility U.S. road-trip campaign, highlighting its end-to-end trip planning tools, flexible bookings, and broad lodging and car rental coverage along the full Route 66 corridor. Next, we’ll examine...

If you are wondering whether Nu Holdings is still good value after its strong run, you are not alone. The stock has quickly become a talking point for many growth focused investors. The share price recently closed at US$17.41, with total returns of 2.3% over the past week, 2.2% over the past month, 2.3% year to date and 27.6% over the last year, while the 3 year return sits at 232.3%. This naturally raises questions about what is already priced in. Recent news flow has centered on Nu...

UnitedHealth Group (NYSE:UNH) is under heightened regulatory scrutiny over Medicare Advantage payment practices following a Senate Finance Committee report. The company is shifting its focus to margin instead of growth as it responds to a tougher reimbursement backdrop and closer oversight. Management is guiding for the first annual revenue decline in decades, citing adverse Medicare policy proposals. UnitedHealth Group sits at the center of US managed care, with Medicare Advantage a key...

Federal National Mortgage Association (FNMA) has just posted its FY 2025 third quarter numbers, with revenue of US$7.0b and EPS of US$0.66 setting the tone for the latest update. Over recent quarters, revenue has moved from US$8.0b in FY 2024 Q2 to US$7.4b in Q3 and US$7.8b in Q4, then to US$7.2b in FY 2025 Q1, US$6.5b in Q2 and US$7.0b in Q3. EPS has ranged from US$1.50 in FY 2024 Q2 and US$0.69 in Q3 to close to zero in late 2024 and early 2025, before landing at US$1.19 in FY 2025 Q2 and...

If you are wondering whether Universal's share price reflects what the business is worth, or if the market is overlooking something important, this article is for you. The stock last closed at US$52.87, with returns of a 10% decline over 7 days, a 2.6% decline over 30 days, 0.6% year to date, 4.8% over 1 year, 19.1% over 3 years and 36.7% over 5 years. Recent share price moves have brought Universal back onto investors' radar, especially for those reassessing risk and reward at current...

Latest Earnings Snapshot Tower Semiconductor (NasdaqGS:TSEM) has posted its FY 2025 third quarter numbers with revenue of US$395.7 million and basic EPS of US$0.48, giving investors a clear read on how the year is shaping up. The company has seen revenue move from US$351.2 million in Q2 2024 to US$395.7 million in Q3 2025, while quarterly basic EPS has ranged from US$0.48 to US$0.49 over that period, alongside trailing 12 month revenue of about US$1.5 billion and basic EPS of roughly US$1.75...

D.R. Horton recently opened its Stanton community in Richburg, South Carolina, offering ranch and two-story smart homes with amenities such as pickleball courts, a pool, and playgrounds, and convenient access to the Charlotte area. At the same time, reports of a possible U.S. Department of Justice antitrust probe into information-sharing among major builders, including D.R. Horton, have added legal and regulatory uncertainty around industry practices and housing costs. We’ll now examine how...

In early February 2026, Expro unveiled Solus™, a high-debris single shear and seal ball valve system that replaces traditional two-valve subsea well access configurations, offering enhanced safety, flexibility, and reduced complexity for offshore oil and gas operations. By combining shear-and-seal capability in a single NACE-compliant valve already deployed in the Gulf of Mexico and the North Sea, Solus™ underscores Expro’s push toward more efficient subsea intervention and well abandonment...

If you are wondering whether SM Energy is attractively priced or just a value trap, this article will walk through what the current share price really reflects. The stock last closed at US$21.90, with returns of 9.3% over the past week, 22.6% over the past month, 14.5% year to date, and a 41.6% decline over the past year. Taken together, these figures give mixed signals about how the market currently views its prospects and risk. Recent coverage of SM Energy has focused on its position in...

Earlier this week, Community Health Accreditation Partner (CHAP) awarded Aveanna Home Health and Hospice a Disease Program Certification for Heart Failure, recognizing compliance with nationally accepted quality metrics and advanced clinician education standards across its Heartways program. This certification highlights Aveanna’s emphasis on specialized, clinically rigorous heart failure care in the home setting, which could strengthen its position with patients, payers, and referral...

Why Philip Morris International (PM) Is Back in Focus After Its Latest Earnings Philip Morris International (PM) is back on many investors radar after reporting fourth quarter and full year 2025 results, raising 2026 EPS growth guidance, and highlighting the growing role of smoke free products. See our latest analysis for Philip Morris International. The earnings beat, higher 2026 EPS growth guidance and growing share of smoke free products have coincided with a 12.78% 1 month share price...

The Coca-Cola Company has released its fourth-quarter and full-year 2025 results, reporting Q4 sales of US$11,822 million and net income of US$2,271 million, alongside a near US$1 billion impairment on its BodyArmor sports drink brand. The update also confirmed a leadership handover from CEO James Quincey to Henrique Braun and set 2026 guidance for 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth, framing how the business plans to respond to mixed regional trends and...

Duke Energy (NYSE:DUK) reported annual results that surpassed its previously issued 2025 earnings guidance. The company outlined a five year capital plan of US$103b focused on energy infrastructure, grid upgrades, and renewable projects. Duke Energy extended its long term earnings growth guidance through 2030, signaling management confidence in its investment program. Duke Energy is one of the largest regulated utilities in the US, supplying electricity and gas across several states. For...

Oshkosh Corporation recently reported its fourth-quarter and full-year 2025 results, issued 2026 earnings guidance of approximately US$10.90 diluted EPS, raised its quarterly dividend to US$0.57 per share, and confirmed completion of a long-running share repurchase program totaling about US$1.57 billions since 2015. Taken together, these updates highlight how Oshkosh is balancing reinvestment with increasing cash returns to shareholders, while offering clearer visibility into its expected...

O-I Glass (NYSE:OI) has just posted its FY 2025 results, reporting Q4 revenue of US$1.5 billion and a basic EPS loss of US$0.90, alongside trailing 12 month revenue of US$6.4 billion and a basic EPS loss of US$0.84. Over recent quarters the company has seen revenue move from US$1.53 billion in Q4 2024 to US$1.5 billion in Q4 2025. Quarterly EPS has ranged from a loss of US$1.00 in Q4 2024 to a profit of US$0.20 in Q3 2025, before returning to a loss in the latest period. As a result, the...

Bain Capital plans to sell a sizable stake in Coherent, trimming its ownership in NYSE:COHR. Texas has awarded Coherent a $14.1 million grant to expand indium phosphide wafer manufacturing at its Sherman facility. The grant targets increased capacity for datacenter and communications applications tied to Coherent’s Texas operations. Coherent, which last closed at $223.69, has seen strong share price moves, with NYSE:COHR up 6.0% over the past week, 20.8% over the past month, 15.1% year to...

Alexander's Inc. (NYSE:ALX) reported lower quarterly and full year net income and funds from operations. Management highlighted improving New York office occupancy as a key operational development. The CEO pointed to share buybacks as a current priority, reflecting views on the stock's valuation. For investors watching real estate investment trusts, Alexander's sits in an interesting spot. The stock trades at $230.02 and is up 25.6% over the past year and 29.0% over the past three years,...

Cisco Systems stock: recent performance snapshot Cisco Systems (CSCO) has quietly moved higher, with the share price up 15.6% over the past month and 10.5% in the past 3 months, following a 40.1% total return over the past year. See our latest analysis for Cisco Systems. The recent 15.6% 30 day share price return and 12.5% year to date share price return, alongside a 40.1% 1 year total shareholder return, point to momentum building rather than fading for Cisco Systems at its current US$85.54...

Toro (TTC) has been drawing attention after recent share price moves, with the stock up over the past week, month and past 3 months. Investors are weighing this momentum against the company’s current fundamentals. See our latest analysis for Toro. Looking beyond the recent rally, Toro’s share price has recorded a 39.25% 3 month share price return and a 24.36% year to date share price return, while the 1 year total shareholder return of 28.50% contrasts with a 3 year total shareholder return...

Main Street Capital recently increased total commitments under its multi-year revolving credit facility from US$1.15 billion to US$1.18 billion by adding a new lender under the facility’s accordion feature, which permits further expansion on consistent terms. This expanded credit capacity gives the company additional financial flexibility to fund future investments and general corporate needs, potentially reinforcing its ability to support lower middle market and private loan...

Medpace Holdings stock overview Medpace Holdings (MEDP) has recently drawn investor attention after a period of weaker share performance, with the stock showing declines over the past week, month and past 3 months alongside a lower year to date return. See our latest analysis for Medpace Holdings. At a share price of US$423.93, Medpace’s recent pullback, including a 30 day share price return of a 29.25% decline, contrasts with its 1 year total shareholder return of 25.99%. This hints at...