U.S. Software Stock News

NYSE:ORI
NYSE:ORIInsurance

A Look At Old Republic International (ORI) After Recent Share Weakness And A Modest Undervaluation Estimate

Event context and recent share performance Old Republic International (ORI) has been trading with mixed short term returns, with the stock near $39.48 after a 1 day gain of 0.7% but a 5.5% decline over the past 3 months. See our latest analysis for Old Republic International. Short term share price returns have been weak, with the year to date share price return of negative 8.8% contrasting with a 1 year total shareholder return of 12.9% and a 5 year total shareholder return of 123.3%. This...
NYSE:NLOP
NYSE:NLOPOffice REITs

Net Lease Office Properties (NLOP) FFO Stability Challenges Bearish Loss Narratives In FY 2025 Results

Net Lease Office Properties (NLOP) has wrapped up FY 2025 with fourth quarter total revenue of US$17.7 million, Funds From Operations of US$15.6 million, and a small net income loss of US$0.1 million, with basic EPS at roughly flat levels of US$0.00. Over recent quarters, total revenue has moved from US$27.7 million in Q4 2024 to US$29.8 million in Q3 2025 before landing at US$17.7 million in Q4 2025. Basic EPS has ranged from an earnings figure of US$0.03 in Q1 2025 to losses of US$5.50 in...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL) Margin Improvement Tests Bullish Grid Investment Narrative

PPL (PPL) just wrapped up FY 2025 with fourth quarter revenue of US$2.3b, basic EPS of US$0.36 and net income excluding extra items of US$266m, against a backdrop of trailing twelve month EPS of US$1.59 on revenue of US$9.0b. Over the past six quarters, the company has seen quarterly revenue move between US$2.0b and US$2.5b while basic EPS ranged from about US$0.24 to US$0.56, with trailing net profit margin running at 13% compared with 10.5% a year earlier. This sets up an earnings story in...
NasdaqCM:VSTM
NasdaqCM:VSTMBiotechs

Verastem (VSTM) Q4 Revenue Reaches US$17.5 Million Yet Heavy Losses Reinforce Bearish Views

Verastem (VSTM) closed FY 2025 with fourth quarter revenue of US$17.5 million and a basic EPS loss of US$0.39, alongside a net loss of US$32.9 million. This put hard numbers around a year that also produced trailing twelve month revenue of US$30.9 million and a basic EPS loss of US$3.02. Across the FY 2025 quarters, the company reported revenue of US$0 in Q1, US$2.1 million in Q2, US$11.2 million in Q3 and US$17.5 million in Q4, while quarterly EPS losses ranged between US$0.39 and US$1.35...
NYSE:MBI
NYSE:MBIInsurance

MBIA (MBI) Losses Persist In Q4 Challenging Bullish Turnaround Narratives

MBIA (MBI) has wrapped up FY 2025 with fourth quarter total revenue of US$30 million and a basic EPS loss of US$1.01, while trailing twelve month figures show revenue of US$97 million and a basic EPS loss of US$3.55. Over recent periods, the company has seen quarterly revenue move between US$15 million and US$33 million, with basic EPS losses ranging from US$0.14 to US$11.20. This performance feeds directly into how you might think about the path back toward healthier margins. See our full...
NasdaqGS:STRZ
NasdaqGS:STRZEntertainment

Starz Entertainment (STRZ) EPS Loss Deepens In FY 2025 Challenging Bullish Margin Narratives

Starz Entertainment (STRZ) FY 2025 earnings snapshot Starz Entertainment (STRZ) has just reported FY 2025 results with fourth quarter revenue of US$330.6 million and a basic EPS loss of US$9.21, alongside net income from continuing operations of a US$154 million loss. Over the past few reported fourth quarters, the company has seen revenue shift from US$344.5 million in FY 2024 to US$330.6 million in FY 2025. Basic EPS moved from a loss of US$1.90 to a loss of US$9.21, framing a period where...
NYSE:NUS
NYSE:NUSPersonal Products

Nu Skin Enterprises (NUS) One Off Gain Raises Questions For Earnings Decline Narratives

Nu Skin Enterprises (NUS) has wrapped up FY 2025 with fourth quarter revenue of US$370.3 million and basic EPS of US$0.30, while the trailing twelve months show revenue of about US$1.5 billion and basic EPS of US$3.25, supported by net income of US$160.2 million. Over recent quarters, revenue has ranged between US$364.2 million and US$386.1 million, with quarterly EPS moving from US$2.16 in Q1 2025 to US$0.30 in Q4 2025, giving you a clear view of how profitability is tracking. With a one off...
NYSE:GPN
NYSE:GPNDiversified Financial

How Global Payments’ Q1 Loss, Earnings Beat, and Worldpay Integration Progress At Global Payments (GPN) Has Changed Its Investment Story

In the first quarter of 2026, Global Payments Inc. reported revenue of US$2,969.68 million but swung to a net loss of US$1,799.88 million, while also affirming a quarterly dividend of US$0.25 per share payable in June. Despite the headline loss, Global Payments beat adjusted earnings and revenue expectations, reaffirmed its full‑year outlook, and highlighted progress integrating Worldpay alongside new partnerships and product cross‑selling such as deploying its Genius platform with large...
NYSE:BFS
NYSE:BFSRetail REITs

Saul Centers (BFS) Margin Compression And Weak Interest Cover Challenge Bullish Growth Narratives

Saul Centers (BFS) has just closed out FY 2025 with fourth quarter revenue of US$75.1 million, funds from operations of US$21.5 million, FFO per share of US$0.61 and basic EPS of US$0.15. This is set against a trailing twelve month revenue base of US$289.8 million and EPS of US$1.09. Over recent quarters the company has seen revenue move from US$67.9 million in Q4 2024 to US$75.1 million in Q4 2025. Over the same period, quarterly EPS shifted from US$0.22 to US$0.15 and trailing twelve month...
NYSE:ABR
NYSE:ABRMortgage REITs

Arbor Realty Trust (ABR) Dividend Coverage Concerns Challenge High Yield Narrative After FY 2025 Results

Arbor Realty Trust (ABR) has wrapped up FY 2025 with fourth quarter revenue of US$158.9 million and basic EPS of US$0.07, setting the stage for investors to reassess how the income story lines up with the stock’s US$8.17 share price. Over the past six quarters, reported revenue has moved between US$111.1 million and US$166.5 million while quarterly basic EPS has ranged from US$0.07 to US$0.32, giving you a clear view of how the top line and per share earnings have tracked through recent...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Global (COIN) Q4 Loss And One Off Gain Challenge Bullish Earnings Narratives

Coinbase Global (COIN) has wrapped up FY 2025 with a wide range of quarterly outcomes, including Q4 revenue of US$1.7b and a basic EPS loss of US$2.49, alongside a trailing twelve month EPS of US$4.85 on revenue of US$6.9b. Over the last six reported quarters, revenue has moved between US$1.1b and US$2.2b while quarterly basic EPS has swung from a loss of US$2.49 to a profit of US$5.60, underlining how sensitive results have been to market conditions and trading activity. For investors, the...
NYSE:JEF
NYSE:JEFCapital Markets

Jefferies Partnership With SMFG Sparks Stake Purchase And Valuation Questions

Sumitomo Mitsui Financial Group has acquired a significant stake in Jefferies Financial Group (NYSE:JEF) through open market purchases. The deal includes a board seat for Sumitomo Mitsui Financial Group's Deputy President at Jefferies. This move deepens an existing partnership between the two financial companies. Jefferies Financial Group runs a global investment banking and capital markets business, an area where scale, distribution, and relationships can matter for winning mandates. Large...
NYSE:SLVM
NYSE:SLVMForestry

Sylvamo (SLVM) Margin Compression To 3.9% Tests Bullish Earnings Growth Narrative

Sylvamo (SLVM) closed FY 2025 with Q4 revenue of US$890 million and basic EPS of US$0.84, while net income excluding extra items came in at US$33 million, setting the tone for how investors may read the full year. The company has seen quarterly revenue range from US$794 million to US$890 million over FY 2025, with basic EPS moving between roughly US$0.37 and US$1.43 and trailing 12 month EPS reported at US$3.29. The latest figures therefore sit within a year of mixed earnings power and...
NasdaqCM:MITK
NasdaqCM:MITKSoftware

Mitek Systems (MITK) Margin Expansion Tests Bullish Earnings Narrative In Q1 2026

Mitek Systems (MITK) opened Q1 2026 with total revenue of US$44.2 million and basic EPS of US$0.06, setting a clear marker for how the year is starting to shape up after a period of sharp reported earnings growth over the past 12 months. The company has seen trailing twelve month revenue move from US$172.1 million in Q4 2024 to US$186.7 million in Q1 2026, with trailing EPS over the same window rising from US$0.07 to US$0.35, putting more weight behind the recent improvement in profitability...
NasdaqCM:LXRX
NasdaqCM:LXRXPharmaceuticals

Lexicon Pharmaceuticals (LXRX) Quarterly Revenue Drop Reinforces Concerns Over Persistent Losses

Lexicon Pharmaceuticals (LXRX) just closed FY 2025 with fourth quarter revenue of US$5.5 million and a basic EPS loss of US$0.04, alongside net income losses of US$15.5 million, keeping the focus squarely on how quickly the top line can scale against persistent red ink. The company has seen quarterly revenue move from US$26.6 million in Q4 2024 to US$5.5 million in Q4 2025, with EPS shifting from a loss of US$0.09 to a loss of US$0.04 over the same periods. Trailing 12 month revenue stands at...
NYSE:ZIP
NYSE:ZIPInteractive Media and Services

ZipRecruiter (ZIP) Narrow Q4 Loss Challenges Bearish Profitability Narratives

ZipRecruiter (ZIP) just posted its FY 2025 numbers with Q4 revenue of US$111.7 million and a basic EPS loss of US$0.01, while the trailing 12 month figures show revenue of US$449.0 million and a basic EPS loss of US$0.37. The company has seen recent quarterly revenue range between US$110.1 million and US$115.0 million, with basic EPS losses stretching from US$0.13 in Q1 2025 to US$0.01 in Q4 2025. This has kept the trailing year firmly in loss making territory even as forecasts point to...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Natera (NTRA) Q4 Profit Of US$47.3 Million Tests Longstanding Loss‑Making Narrative

Natera FY 2025 earnings snapshot Natera (NTRA) closed FY 2025 with fourth quarter revenue of US$665.5 million and basic EPS of US$0.34, as net income excluding extra items came in at US$47.3 million. The company has seen revenue move from US$476.1 million in Q4 2024 to US$665.5 million in Q4 2025, while trailing twelve month basic EPS over the same period went from a US$1.53 loss to a US$1.52 loss. This points to a story where top line scale is starting to show through in the margin...
NYSE:BCC
NYSE:BCCTrade Distributors

Is Boise Cascade (BCC) Fairly Priced After Recent Share Price Pullback?

If you are wondering whether Boise Cascade’s current share price offers good value, the recent share performance gives a useful starting point but not the full story. The stock last closed at US$72.76, with a 7 day return of 8.2% decline, a 30 day return of 2.6% decline, a year to date return of 1.8% decline, and a 1 year return of 17.9% decline, set against 3 year and 5 year returns of 14.9% and 35.5% respectively. Recent coverage has focused on Boise Cascade as part of evergreen analysis...
NasdaqGS:EXFY
NasdaqGS:EXFYSoftware

Expensify (EXFY) Losses Of US$21.4 Million TTM Challenge Profitability Narratives

Expensify (EXFY) just closed FY 2025 with fourth quarter revenue of US$35.2 million, a basic EPS loss of US$0.08 per share, and a quarterly net loss of US$7.1 million. On a trailing 12 month basis, the company recorded revenue of US$142.1 million and a net loss of US$21.4 million. Over recent quarters, revenue has moved in a tight band between US$35.1 million and US$37.0 million, while quarterly basic EPS has ranged from a loss of US$0.02 to US$0.10 per share. This has left investors focused...
NYSE:CTRE
NYSE:CTREHealth Care REITs

CareTrust REIT (CTRE) Margin Surge Reinforces Bullish Narratives Ahead Of FY 2025 Earnings

CareTrust REIT (CTRE) has wrapped up FY 2025 with fourth quarter revenue of US$134.9 million and basic EPS of US$0.50, setting the tone for a year where trailing twelve month revenue reached US$476.4 million and EPS came in at US$1.57. Over the past six reported quarters, revenue has moved from US$77.4 million in Q3 2024 to US$134.9 million in Q4 2025, while quarterly basic EPS has ranged from US$0.21 to US$0.50. This leaves investors focused on how these headline figures line up with the...
NYSE:ALTG
NYSE:ALTGTrade Distributors

Alta Equipment Group (ALTG) Losses Reinforce Bearish Narratives Despite Q4 Revenue Of US$509.1 Million

Alta Equipment Group (ALTG) has just posted another loss-making quarter, with Q4 FY 2025 revenue of US$509.1 million and basic EPS of a US$0.39 loss, while trailing twelve month revenue sits at US$1.84 billion and EPS at a US$2.55 loss. Over the past six reported quarters, revenue has moved within a range of US$422.6 million to US$509.1 million per quarter as losses have fluctuated between US$0.21 and US$1.31 per share, underscoring a business that is still working through margin pressure...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics (TXG) Loss Reduction To US$0.35 TTM EPS Challenges Bearish Profitability Narrative

10x Genomics (TXG) closed out FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM basic EPS loss of US$0.35. Over recent quarters, the company has seen revenue fluctuate between US$149.0 million and US$172.9 million, while quarterly basic EPS has moved between a loss of US$0.40 and a profit of US$0.28, highlighting an uneven path on the income line. For investors, the latest print keeps the focus on...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Pharmaceuticals (ARWR) Q1 Profit Supports Bullish Narrative Despite High 54x P/E

Arrowhead Pharmaceuticals (ARWR) opened 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, while trailing twelve month figures show revenue of US$1.1 billion and basic EPS of US$1.48 as the company stayed in profitable territory over the last year. Over recent quarters, revenue has moved from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025 and US$256.5 million in Q4 2025, with EPS shifting from a loss of US$1.39 per share in Q1 2025 to a profit of US$2.78 per share in...
NasdaqGS:INSG
NasdaqGS:INSGCommunications

Inseego (INSG) Q4 EPS Loss Tests Bullish Thesis Of Narrowing Losses

Inseego (INSG) has wrapped up FY 2025 with fourth quarter revenue of US$48.4 million and a basic EPS loss of US$0.03, alongside net income from continuing operations of a US$0.46 million loss. Over recent quarters, the company has seen revenue move from US$31.7 million in Q1 2025 to US$45.9 million in Q3 2025 and then US$48.4 million in Q4 2025. Quarterly EPS shifted between a loss of US$0.14 in Q1 2025, a profit of US$0.03 in Q3 2025, and back to a small loss in Q4 2025. This sets up a story...