U.S. Software Stock News

Surgery Partners recently saw increased investor attention as the market reacted to expectations for modest fourth-quarter 2025 revenue growth alongside lower earnings per share compared with the prior year. At the same time, contrasting commentary around its cash flow strength, expansion efforts, and elevated leverage has sharpened the debate over the company’s risk‑reward profile. We’ll now explore how optimism around upcoming results, despite flat earnings estimates, influences Surgery...

Applied Materials Q1 2026 earnings snapshot Applied Materials (AMAT) kicked off fiscal 2026 with Q1 revenue of about US$7.0b and basic EPS of US$2.55, supported by trailing 12 month EPS of US$9.81 on revenue of roughly US$28.2b. Over recent quarters the company has seen revenue move between US$7.3b and US$6.8b, while quarterly basic EPS has ranged from US$1.46 to US$2.64. This gives investors a clearer picture of how the top and bottom lines have tracked together. With trailing net profit...

LifeStance Health Group is facing operational challenges that are coinciding with continued value pressure as it pursues growth. Concerns center on subscale operations, limited distribution channels relative to peers, and a track record of negative returns on capital tied to its expansion efforts. These issues raise fresh questions about the long term competitiveness and profitability of NasdaqGS:LFST for current and potential shareholders. LifeStance Health Group, trading on NasdaqGS:LFST...

Shelf registration and recent earnings put NGL Energy Partners (NGL) in focus NGL Energy Partners (NGL) has filed a new US$121.3 million shelf registration for up to 10,000,000 common units tied to an ESOP related offering, shortly after reporting third quarter and nine month 2025 earnings. See our latest analysis for NGL Energy Partners. The new shelf registration comes after a period of strong market interest in NGL Energy Partners, with a 30 day share price return of 23.33% and a year to...

WeShop Holdings (NasdaqCM:WSHP) is expanding its marketplace into the health and fitness category with leading global brands. The company is rolling out new platform features focused on user trust, safety, and a smoother onboarding process. Key additions include a two-layer content moderation system and username reservation to support community growth and retention. For you as an investor, this move places NasdaqCM:WSHP in the middle of two large, active online segments: e-commerce and...

H&R Block (HRB) is back in focus after quarterly results slightly ahead of expectations and a fresh wave of AI driven tax tools, including 24/7 assistance and creator focused features. See our latest analysis for H&R Block. Despite the recent AI announcements and steady dividend stream, the share price has had a weak patch, with a 30 day share price return of 26.09% and a 1 year total shareholder return of 39.08%, even though the 5 year total shareholder return remains positive at 90.75%...

In recent days, Box has drawn attention after Jim Cramer highlighted it as a document storage and collaboration software company he views as potentially undervalued, while CEO Aaron Levie pushed back against concerns that AI will drive enterprises away from third‑party tools. Adding to this, DA Davidson named Box one of its top software picks for 2026, citing customer upgrades to the Enterprise Advanced tier as a key driver of anticipated sales momentum. Next, we’ll examine how analyst...

Albemarle (NYSE:ALB) is idling the last active production train at its Kemerton lithium hydroxide facility in Western Australia, adjusting operations to current lithium market conditions. The company reported Q4 2025 results that included asset write downs and a net loss, alongside efforts to tighten costs and optimize its asset base. Albemarle is shifting more volume toward higher margin conversion channels and expanding its U.S. lithium supply presence, while also pursuing new growth...

If you are looking at CRH and wondering whether its current share price really reflects what you are getting, this article walks through the key numbers that matter for value focused investors. CRH last closed at US$125.97, with returns of 17.6% over 1 year, 3.3% over 30 days, a 0.9% decline over 7 days, and a 0.4% decline year to date. These figures can influence how the market is thinking about both its growth potential and risk. Recent coverage around CRH has mainly centered on its...

Humana (HUM) is back in focus after its fourth quarter 2025 results and 2026 outlook pointed to lower expected profitability, with Medicare Advantage Star Ratings creating a sizeable earnings headwind despite higher revenue and membership. See our latest analysis for Humana. The recent guidance cut and Stars headwind have gone hand in hand with a sharp reset in expectations, with a 30 day share price return of 32.84% decline and a 1 year total shareholder return of 26.46% decline pointing to...

In early February 2026, Oscar Health entered into a US$475.0 million secured three-year revolving credit facility and, despite reporting a full-year 2025 net loss of US$443.15 million, issued full-year 2026 guidance calling for total revenue of US$18.7 billion to US$19.0 billion and earnings from operations of US$250 million to US$450 million. The company is pairing rapid membership growth, technology-driven efficiency efforts and expanded market reach with new financial flexibility from the...

RBC Bearings Incorporated recently reported past third-quarter and nine-month results to December 27, 2025, with sales rising to US$461.6 million and US$1.35 billion respectively, alongside higher net income and earnings per share from continuing operations versus the prior year. Management’s new fourth-quarter net sales outlook of US$495.0 million to US$505.0 million, supported by strong aerospace and defense demand and the VACCO acquisition, highlights how defense programs and added...

Nabors Industries (NYSE:NBR) completed the acquisition of Parker Wellbore, reshaping its drilling and well services footprint. The company divested Quail Tools, adjusting its business mix and asset base. Nabors Industries reported substantial debt reduction, changing the profile of its capital structure. The company advanced its international strategy through new rig deployments and joint ventures in key markets. Nabors Industries, traded on the NYSE under the ticker NBR, is a contract...

Potential rollback of US steel tariffs by President Trump is back in focus, creating fresh questions for producers such as Nucor. At the same time, Warren Buffett has taken a substantial stake in Nucor, signaling his interest in NYSE:NUE during a period of possible policy change. Nucor shares last closed at $183.23, with a value score of 4 in this context. Nucor, trading as NYSE:NUE, sits at the center of this policy story because tariff changes could influence pricing power, imports, and...

If you are wondering whether Akamai Technologies is priced fairly or if there is still value on the table, this article walks through what the current share price may be implying. The stock last closed at US$111.76, with reported returns of 17.5% over 7 days, 23.3% over 30 days, 31.3% year to date, 11.7% over 1 year, 44.6% over 3 years, and 13.0% over 5 years, which gives plenty for valuation focused investors to think about. Alongside these share price moves, recent coverage around Akamai...

Noble Corporation (NYSE:NE) has secured major new contract awards tied to its high-spec offshore drilling fleet. The company has completed the sale of non core jackups, concentrating its portfolio on deepwater and harsh environment assets. These deals have contributed to what Noble describes as a record industry backlog and increased exposure to the Norwegian Continental Shelf. Noble, trading at $45.82, has seen strong share price momentum, with the stock up 16.9% over the past week and...

Healthcare Realty Trust Incorporated has reported past fourth-quarter 2025 results showing revenue of US$286.3 million and net income of US$14.39 million, alongside 2026 EPS guidance between a loss of US$0.05 and a profit of US$0.05 and approval of a US$0.24 per-share dividend payable in March 2026. Management highlighted that 2025 was a transformational year, with a revamped asset management platform, US$1.20 billion of asset sales exiting 14 non-core markets, improved leasing performance,...

Advanced Micro Devices, Inc. recently reported Q4 2025 results, with sales rising to US$10.27 billion and net income reaching US$1.51 billion, and also completed a US$4.62 billion share repurchase program launched in 2022. Alongside this, AMD appointed former Salesforce president and CMO Ariel Kelman as Senior Vice President and Chief Marketing Officer to strengthen its global brand and go‑to‑market execution as it scales its AI and data center offerings. We’ll now examine how AMD’s stronger...

Dutch Bros recently reported past fourth-quarter and full-year 2025 results, with revenue rising to US$443.61 million in Q4 and US$1.64 billion for the year, alongside higher net income and earnings per share. At the same time, the company set out plans to open about 181 new shops in 2026 and expand its food program nationwide, signalling an effort to build on its drive-thru coffee footprint and broaden its menu appeal. Now we’ll examine how this planned 2026 store rollout and nationwide...

Aehr Test Systems (AEHR) is back in focus after securing a production contract to supply its Sonoma ultra high power test and burn in systems for next generation AI processors used in hyperscale data centers. See our latest analysis for Aehr Test Systems. The contract news has arrived alongside strong momentum, with a 90 day share price return of 41.79% and a 1 year total shareholder return of 169.03%, although the 3 year total shareholder return is a 17.01% loss. If this AI contract has...

Eversource Energy recently reported past fourth-quarter and full-year 2025 results, with sales of US$3,370.2 million and US$13.55 billion respectively, and basic EPS from continuing operations of US$1.12 for the quarter and US$4.56 for the year. Alongside these results, the company issued 2026 earnings guidance of US$4.80–US$4.95 per share and outlined a US$26.50 billion capital plan centered on grid and infrastructure investment, underscoring its emphasis on regulated utility...

EZCORP (EZPW) is back in focus after reporting first quarter fiscal 2026 results that showed higher revenue and net income, alongside a new three year, US$50 million share repurchase program funded by internal cash resources. See our latest analysis for EZCORP. That update landed after a strong run in EZCORP’s shares, with a 30 day share price return of 13.65% and a 90 day share price return of 36.96%. The 1 year total shareholder return of 73.02% and 5 year total shareholder return of about...

Krystal Biotech (KRYS) is back in focus after the FDA granted Regenerative Medicine Advanced Therapy designation to KB707, an inhaled immunotherapy candidate for advanced or metastatic non small cell lung cancer. See our latest analysis for Krystal Biotech. Krystal Biotech’s latest KB707 RMAT news arrives while the stock trades at US$276.45, with a 34.09% 90 day share price return and an 80.40% 1 year total shareholder return. This suggests momentum has been building over both shorter and...

Recently, French officials moved to ease sovereignty concerns over MARA Holdings’ controlling 64% stake in EDF subsidiary Exaion by encouraging billionaire Xavier Niel to acquire a counterbalancing interest, alongside a deal structure that allows MARA to lift its stake to 75% by 2027 and restricts EDF from bitcoin mining for two years. This intervention underscores how MARA’s push into European energy-linked digital infrastructure is intersecting with national security considerations around...