U.S. Software Stock News

What Sanmina’s latest quarter and guidance signal for investors Sanmina (SANM) has drawn fresh attention after reporting first quarter results, issuing second quarter revenue guidance of US$3.1b to US$3.4b, and completing a share buyback that retired 2.46% of its stock. The company reported first quarter sales of US$3,189.69m, with demand linked to communications networks, cloud infrastructure, and early shipments of next generation AI infrastructure products. Net income came in at...

Alpha and Omega Semiconductor (AOSL) has just posted Q2 2026 results with revenue of US$162.3 million, a basic EPS loss of US$0.45 and net income loss of US$13.3 million. Over recent quarters, the company has seen revenue move between US$164.6 million and US$182.5 million while EPS has ranged from a loss of US$0.07 in Q1 2026 to a much deeper loss of US$2.58 in Q4 2025. This sets a cautious backdrop for anyone focused on margins and the path back to profitability. See our full analysis for...

Monolithic Power Systems (MPWR) has wrapped up FY 2025 with fourth quarter revenue of US$751.2 million and basic EPS of US$3.51, alongside trailing 12 month revenue of US$2.8 billion and basic EPS of US$12.82 that frame the latest print for investors. The company has seen quarterly revenue move from US$620.1 million in Q3 2024 to US$751.2 million in Q4 2025, while basic EPS shifted from US$2.96 to US$3.51 over the same stretch. This sets up a results season where the key question is how...

Patterson-UTI Energy (PTEN) just closed out FY 2025 with Q4 revenue of US$1.2b, a basic EPS loss of US$0.02, and net income excluding extra items at a loss of US$9.1m, while trailing twelve month figures show revenue of US$4.8b and a full year basic EPS loss of US$0.24. Over recent quarters the company has seen quarterly revenue move from US$1.4b in Q3 2024 to US$1.2b in Q4 2025, with basic EPS shifting from a loss of US$2.50 in Q3 2024 to a much smaller loss of US$0.02 in Q4 2025. This puts...

Why Sealed Air is on investor radars today Sealed Air (SEE) is back in focus after recent share price moves and a solid year of stock performance, prompting investors to reassess how its packaging business and current valuation line up. See our latest analysis for Sealed Air. At a share price of $41.82, Sealed Air’s 90 day share price return of 14.11% and 1 year total shareholder return of 25.72% suggest momentum has picked up recently, even though the 3 year total shareholder return of 9.29%...

Black Hills Corp (NYSE:BKH) is in the discovery phase of a potential merger with NorthWestern Energy, with regulatory approvals still pending. The company is also accelerating its data center pipeline to more than 3 gigawatts, with interest from major technology firms including Meta and Microsoft. These developments could reshape how Black Hills allocates capital between traditional utility operations and power demand from large scale tech clients. Black Hills, trading at $72.3, has seen a...

Werner Enterprises (WERN) just closed out FY 2025 with Q4 revenue of US$737.6 million and a basic EPS loss of US$0.46, alongside a trailing 12 month revenue base of about US$3.0 billion and a small net loss of US$14.4 million. Over the past six reported quarters in the data, quarterly revenue has ranged between US$712.1 million and US$771.5 million, while basic EPS has swung from a profit of US$0.72 in Q2 2025 to losses in Q1, Q3 and Q4. This sets the stage for a year where top line scale...

Blackstone (NYSE:BX) is supplying a large private credit facility for BGH Capital’s purchase of Aspen Pharmacare’s Asia Pacific operations. The firm is also arranging a multi billion dollar loan to support Australian startup Firmus Technologies as it expands AI focused data centers. These deals highlight Blackstone’s growing role in private credit and digital infrastructure financing. For investors watching NYSE:BX, these moves come at a time when the shares trade around $129.69 and longer...

Steel Dynamics reported past full-year 2025 results, with sales rising to US$18,176.58 million while net income and earnings per share from continuing operations declined versus 2024. Alongside these results, the company highlighted that it had repurchased 5,152,528 shares for US$704.54 million under its 2025 buyback program, reducing its share count meaningfully. Against this backdrop, we’ll examine how Steel Dynamics’ earnings softness alongside its sizeable share repurchase program shapes...

News (NWSA) opened Q2 2026 with total revenue of US$2.4b and basic EPS of US$0.34, alongside trailing twelve month revenue of US$8.6b and EPS of US$0.78 that frame the latest quarter against a wider run rate. The company has seen quarterly revenue move from US$2.1b in Q2 2025 to US$2.4b in Q2 2026, while basic EPS shifted from US$0.40 to US$0.34 over the same period. This sets up a read across between top line resilience and more mixed earnings per share trends as you think about how its 5.1%...

Bassett Furniture Industries (BSET) has wrapped up FY 2025 with fourth quarter revenue of US$88.7 million and basic EPS of US$0.18, alongside net income of US$1.5 million. Trailing 12 month figures show revenue of US$335.3 million and EPS of US$0.70. The company has seen revenue move from US$84.3 million in Q4 FY 2024 to US$88.7 million in Q4 FY 2025, with basic EPS shifting from US$0.38 to US$0.18 over the same period, as trailing 12 month net income reached US$6.1 million. Overall, these...

Growing analyst optimism around ADMA Biologics (ADMA), including positive earnings estimate revisions ahead of its upcoming report, has put fresh attention on the company’s plasma derived biologics business and integrated collection network. See our latest analysis for ADMA Biologics. After a softer 7 day share price return of 5.03% and a 30 day share price return of 12.70%, ADMA Biologics’ recent 3.07% 1 day gain to US$16.43 sits alongside a 13.15% 90 day share price return and a very large...

DraftKings (DKNG) has drawn fresh attention as investors reassess the stock after a weak past month and past 3 months, with shares down about 23% and 12% over those periods. See our latest analysis for DraftKings. At a share price of $26.62, DraftKings sits well below its recent highs. Its 1 day share price return of 4.31% contrasts with a 30 day share price return showing a 23.20% decline and a 1 year total shareholder return showing a 37.04% loss. This follows a 3 year total shareholder...

StepStone Group (STEP) has reported Q3 2026 revenue of US$586.5 million with a basic EPS loss of US$1.55, while trailing twelve month revenue stands at US$1.8 billion and EPS at a loss of US$7.01. Over recent quarters, the company has seen revenue move from US$377.7 million in Q4 2025 to US$364.3 million in Q1 2026, US$454.2 million in Q2 2026, and now US$586.5 million in Q3 2026. Over the same period, quarterly EPS has shifted from a loss of US$0.24 to losses of US$0.49, US$4.66 and US$1.55...

Warner Music Group (WMG) opened Q1 2026 with revenue of US$1.8b and basic EPS of US$0.34, alongside net income of US$176m, while the trailing twelve months show revenue of US$6.9b and EPS of US$0.58 as the broader backdrop. Over recent quarters, the company has seen revenue move from US$1.7b in Q1 2025 and US$1.6b in Q4 2024 to US$1.8b in Q1 2026, with quarterly EPS ranging from a loss of US$0.03 in Q3 2025 to US$0.45 in Q1 2025 and US$0.34 in the latest quarter. With trailing net margin now...

Texas Instruments agreed to acquire Silicon Labs in an all cash deal valued at $7.5b. The transaction is set to be TI’s largest acquisition since 2011 and focuses on wireless connectivity and IoT products. The combined business is expected to create operational synergies and broaden TI’s embedded portfolio. For investors watching NasdaqGS:TXN, this move comes with the stock at a share price of $221.44 and multi year returns of 37.9% over 3 years and 42.2% over 5 years. Recent performance...

What Cerence’s latest earnings and guidance mean for investors Cerence (CRNC) has drawn fresh attention after reporting first quarter results and updating its outlook, with revenue of US$115.08 million and a net loss of US$5.24 million from continuing operations. The company also issued guidance for the second quarter ending March 31, 2026, and reaffirmed its full year fiscal 2026 ranges, giving investors more concrete reference points for expectations around revenue, margins and...

Diamond Hill Large Cap Fund disclosed in its fourth-quarter 2025 letter that it added Solventum, the April 2024 3M healthcare spinoff, to its portfolio, highlighting management’s efforts to enhance growth and margins as a standalone company. This institutional endorsement underscores investor interest in Solventum’s plan to sharpen research and development and shift its sales mix toward newer medical products, ahead of its fourth-quarter 2025 results release on February 26, 2026. Next, we...

How OneMain Holdings Set the Tone With Its Latest FY 2025 Numbers OneMain Holdings (OMF) closed out FY 2025 with Q4 revenue of US$745 million and basic EPS of US$1.72, providing a clear snapshot of where the business stands after a busy year of lending activity and credit performance. The company reported an increase in revenue from US$665 million in Q4 2024 to US$745 million in Q4 2025, while basic EPS moved from US$1.05 to US$1.72 over the same period. On a trailing 12-month basis, EPS came...

NuScale Power signed a memorandum of understanding with the Tennessee Valley Authority for the potential deployment of up to 6 GW of small modular reactors across seven U.S. states. The TVA partnership represents the largest planned SMR rollout in U.S. history and advances NuScale's push toward commercial scale nuclear projects. The agreement is non binding and comes as NuScale works through execution risks, delayed international projects, and a need for substantial capital and manufacturing...

Tuya Smart recently showcased a suite of advanced AI-powered toys and a comprehensive AI toy development solution at Spielwarenmesse 2026 in Nuremberg, highlighting emotionally responsive plush toys, robotic dogs, and AI clocks, alongside tools that simplify hardware, software, and AI personality creation for brands and developers. By offering modular development paths, parental control features, and an AI Agent Development Platform, Tuya is positioning itself as a key enabler for toy brands...

What Capital Southwest’s Latest Earnings Tell You Capital Southwest (CSWC) just posted fiscal third quarter results with revenue of US$61.45 million and net income of US$32.9 million, alongside a new senior secured debt joint venture. For shareholders, the update ties together several key threads, including quarterly earnings per share, dividend decisions and how the company is positioning its US$2.0 billion investment portfolio through the new partnership. See our latest analysis for Capital...

In early February 2026, Walmart became the first major retailer to reach a US$1.00 trillion valuation, capping years of investment in e-commerce, automation, artificial intelligence, and tech-enabled services such as one-hour delivery and Walmart+ membership. This milestone, coinciding with the tenure of new CEO John Furner and a shift to the Nasdaq listing, highlights how investors increasingly view Walmart as a technology-powered platform business as much as a traditional retailer. With...

Knowles Corporation reported fourth-quarter 2025 sales of US$162.2 million and net income of US$21.0 million, with both revenue and earnings rising from the prior year, and issued first-quarter 2026 guidance calling for US$143 million to US$153 million in revenue and diluted EPS from continuing operations of US$0.09 to US$0.13. Beyond the headline beat, full-year 2025 results marked a shift from a US$237.8 million loss to a US$44.2 million profit, supported by higher operating margins and...