U.S. Software Stock News

Vertiv Holdings Co (NYSE:VRT) is emerging as a key technology supplier for AI infrastructure, tied to the current AI data center buildout. The company has agreed a roughly US$1b accretive acquisition that expands its role across power and thermal systems for AI workloads. Vertiv is working with leading chip and hyperscale companies, including a collaboration with NVIDIA, to support high density AI data centers. Vertiv focuses on power, cooling and infrastructure solutions that keep data...

In early February 2026, GE Vernova reported past 2025 results showing revenue of US$10,956 million in Q4 and US$38,068 million for the year, alongside net income of US$3,664 million for Q4 and US$4,884 million for the full year, while also issuing multiple new senior unsecured bond offerings and completing share repurchases of 8,179,000 shares for US$3,343.5 million. Recent agreements with Maxim Power and Xcel Energy, combined with GE Vernova’s near 100 gigawatts gas power backlog and...

If you are wondering whether National Bank Holdings is currently priced fairly or if there might be value on the table, you are in the right place. The stock last closed at US$41.83, with returns of 1.2% over 7 days, 4.4% over 30 days, 10.4% year to date, 11.0% over 3 years and 32.0% over 5 years, while the 1 year return sits at a 2.0% decline. Recent attention on the bank has focused on its share price performance over different time frames and how that lines up with the broader banking...

Rockwell Automation recently reported first-quarter 2026 results showing higher revenue of US$2,105 million and net income of US$305 million, and it raised full-year 2026 diluted EPS guidance to a range of US$10.75–US$11.55 while reaffirming sales guidance of US$8.8 billion. An additional insight is that Rockwell Automation continued returning capital to shareholders by completing a multi-year buyback program totaling US$6.23 billion and 28.62% of its shares, alongside advancing areas such...

US and Chinese authorities are increasing strategic copper stockpiles, putting long term supply security in the spotlight. Freeport McMoRan (NYSE:FCX), as a major copper producer, is closely tied to these developments and related policy discussions. The company’s current share price is $63.26, with a 21.8% return year to date and a 70.6% return over the past year. For you as an investor, the renewed focus on copper security puts Freeport McMoRan at the center of conversations about how...

In late January, research firms Piper Sandler and BofA reaffirmed neutral views on Occidental Petroleum while updating their assessments in light of geopolitical factors and company-specific drivers for oil markets. At the same time, options trading activity around Occidental intensified as investors positioned ahead of the company’s earnings release scheduled for February 18, 2026. With options traders actively positioning ahead of Occidental’s February earnings release, we’ll examine how...

Why Lumentum’s latest earnings are drawing fresh attention Lumentum Holdings (LITE) is back in focus after reporting second quarter results that exceeded expectations and issuing third quarter guidance that points to sharply higher revenue and profitability. The company now expects third quarter fiscal 2026 net revenue between US$780 million and US$830 million, alongside a projected adjusted operating margin of 30% to 31% and earnings per share of US$2.15 to US$2.35. See our latest analysis...

Arch Capital Group (ACGL) closed out FY 2025 with fourth quarter revenue of US$4.9b and basic EPS of US$3.42, alongside net income of US$1.2b. This contributed to trailing twelve month revenue of US$19.9b and EPS of US$11.83. Over recent quarters, revenue has moved from US$4.5b in Q4 2024 to US$5.1b in Q3 2025, before landing at US$4.9b in Q4 2025. Quarterly EPS shifted from US$2.48 to US$3.63 and then to US$3.42. All of this comes against a backdrop of an 82.8% trailing combined ratio, which...

Saia (SAIA) just wrapped up FY 2025 with fourth quarter revenue of US$790.0 million and basic EPS of US$1.78, alongside trailing twelve month revenue of about US$3.2 billion and EPS of US$9.54 that frame the latest print within a fuller year of operations. Over the past six quarters, revenue has ranged from US$787.6 million to US$842.1 million, while quarterly EPS has moved between US$1.78 and US$3.47. This gives a clear view of how top line and per share earnings have tracked through recent...

Recently, commentary on JOYY Inc. highlighted that the company runs profitable livestreaming and advertising platforms and holds a sizeable net cash reserve, giving it considerable flexibility for shareholder returns or reinvestment. The discussion underscored a perceived gap between JOYY’s strong financial footing and its current valuation, with regulatory concerns in China weighing on how the market values the business. Next, we’ll examine how JOYY’s strong net cash position and perceived...

Aon (AON) has drawn fresh investor attention after arranging a US$25 million war risk reinsurance facility with Kniazha Vienna Insurance Group and the U.S. International Development Finance Corporation, supporting coverage of up to US$100 million in Ukraine. See our latest analysis for Aon. The Ukraine war risk facility sits against a weaker share price backdrop, with a 7 day share price return of 8.34% and a 30 day share price return of 9.37%. These contribute to a year to date share price...

Cincinnati Financial (CINF) just wrapped up FY 2025 with fourth quarter revenue of US$3.1b and basic EPS of US$4.34, alongside net income of US$676m and a reported combined ratio of 85.2%. The company has seen quarterly revenue move from US$2.5b in Q4 2024 to US$3.1b in Q4 2025, while basic EPS shifted from US$2.59 to US$4.34 over the same stretch, set against trailing twelve month EPS of US$15.32 on revenue of US$12.6b and a combined ratio of 94.9%. For investors, that mix of solid top line,...

Why Signet Jewelers Is On Investors’ Radar Signet Jewelers (SIG) has drawn attention after a period where its share price move over the past month contrasts with a weaker past 3 months, prompting closer scrutiny of its recent fundamentals and valuation. See our latest analysis for Signet Jewelers. At a latest share price of $91.58, Signet’s recent pattern shows a 1 day share price return decline of 5.58% but a 30 day share price return of 8.53%. Its 1 year total shareholder return of 69.44%...

Robinhood Markets (NasdaqGS:HOOD) has launched a public testnet for its Ethereum Layer 2, called Robinhood Chain. The company is also accelerating work on prediction markets, tokenization, and international products, including ISAs in the UK. These product moves aim to support 24/7 trading, self-custody, and deeper integration of tokenized assets. Robinhood Markets, trading at $85.6, sits at the center of a fast evolving intersection between brokerage services and crypto infrastructure. The...

InMode FY 2025 earnings recap and what the market narrative might be missing InMode (INMD) just wrapped up FY 2025 with Q4 revenue of US$103.9 million and basic EPS of US$0.43, setting the tone for a year where trailing twelve month revenue landed at US$370.5 million and EPS came in at US$1.45. Over recent quarters, the company has seen revenue move from US$77.9 million in Q1 2025 to US$103.9 million in Q4, while quarterly EPS ranged between US$0.26 and US$0.43, and trailing net profit margin...

If you are looking at Acadia Realty Trust and wondering whether the current share price really reflects its underlying value, you are not alone. The stock last closed at US$21.43, with returns of 6.8% over 7 days, 2.2% over 30 days, 3.8% year to date, a 6.1% decline over 1 year, 62.3% over 3 years and 44.0% over 5 years. Taken together, these figures present a mixed picture of recent momentum and risk. Recent news coverage around Acadia Realty Trust has focused on its position as a US-listed...

Aramark (ARMK) opened fiscal Q1 2026 with revenue of US$4.8b and basic EPS of US$0.37, alongside net income excluding extra items of US$96.2m, providing a snapshot of how its food and facilities services operations are currently performing. The company reported quarterly revenue of US$4.6b in Q3 2025, US$5.0b in Q4 2025, and US$4.8b in Q1 2026, while basic EPS moved from US$0.27 to US$0.33 to US$0.37 over the same period. This sequence gives investors a clearer view of earnings power in the...

On January 30, 2026, Church & Dwight reported fourth-quarter 2025 results showing higher sales of US$1,644.2 million but lower quarterly earnings, issued 2026 guidance calling for a small reported sales decline tied to 2025 business exits alongside higher full-year EPS, raised its quarterly dividend to US$0.3075 per share, detailed a broad slate of 2026 product launches across key brands, and confirmed completion of a US$771.12 million share repurchase program. Together, the guidance for EPS...

If you are wondering whether Spotify Technology's share price still reflects its true worth after a strong multi year run, looking closely at how it is valued can help you frame your next move. The stock last closed at US$476.02, with returns of 0.4% over 7 days, an 11.7% decline over 30 days, a 17.2% decline year to date, a 23.6% decline over 1 year, and a 34.6% gain over 5 years. The return over 3 years is very large. Recent headlines have focused on Spotify's ongoing expansion of its...

WESCO International (WCC) just closed out FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$3.34, supported by net income of US$165.2m. The company has seen quarterly revenue move from US$5.5b and EPS of US$3.03 in Q4 2024 to US$6.1b and EPS of US$3.34 in Q4 2025, while trailing twelve month EPS for Q4 2025 sits at US$13.05 on revenue of US$23.5b. For investors, the headline results put the focus squarely on how WESCO is converting that top line into earnings as margins and...

Berkshire Hathaway's Japanese trading house holdings have gained from the post election surge in the Nikkei 225. The move follows recent political developments in Japan that supported equity market sentiment. The performance of these positions reflects Berkshire's use of overseas opportunities alongside its core US portfolio. For NYSE:BRK.A holders, the impact of this Japan exposure sits on top of an already substantial long term share price move, with the stock up 58.7% over 3 years and...

IRADIMED (IRMD) has just wrapped up FY 2025 with fourth quarter revenue of US$22.7 million and basic EPS of US$0.51, alongside net income of US$6.4 million, capped by trailing 12 month revenue of US$83.8 million and basic EPS of US$1.77 backed by net income of US$22.5 million. Over recent quarters the company has seen quarterly revenue move from US$19.4 million in Q4 2024 to US$22.7 million in Q4 2025, with basic EPS shifting from US$0.41 to US$0.51 over the same period. Trailing 12 month...

e.l.f. Beauty (NYSE:ELF) launches a telenovela inspired Super Bowl commercial featuring Melissa McCarthy. The campaign highlights the brand’s focus on cultural marketing and engagement with the Latin community. The Super Bowl spot aims to reach a broad national audience while reinforcing e.l.f. Beauty’s inclusive brand message. e.l.f. Beauty operates in the mass beauty segment, focusing on accessible cosmetics and skincare products designed to resonate across diverse consumer groups. A...

Kraft Heinz is drawing attention this week as it prepares to report quarterly earnings, while also recently presenting on AI and IP strategy in Munich and planning a webcast appearance at the influential CAGNY Conference on February 19, 2026. The combination of an imminent earnings release and high-profile conference participation is sharpening investor focus on how management frames Kraft Heinz’s progress and priorities. We’ll now look at how the upcoming earnings release and CAGNY...