U.S. Software Stock News

Lyft FY 2025 earnings snapshot Lyft (LYFT) has capped FY 2025 with fourth quarter revenue of US$1.6 billion and basic EPS of US$6.88, against a trailing twelve month EPS of US$6.92 on revenue of US$6.3 billion that reflects very large year over year earnings growth and a sharply higher net profit margin. Over the last few quarters, the company has seen revenue move from US$1.45 billion in Q1 2025 to US$1.69 billion in Q3 2025, while basic EPS shifted from roughly breakeven at US$0.01 in Q1 to...

Sylvamo Corporation has reported past fourth-quarter 2025 results, with sales of US$890 million and net income of US$33 million, both below the prior year’s levels. The sharp drop in basic earnings per share from continuing operations to US$0.84 from US$1.98 highlights a meaningful squeeze on profitability. We will now examine how this weaker quarterly profitability shapes Sylvamo’s existing investment narrative built around efficiency gains and cash generation. AI is about to change...

Dividend hike, acquisition, and Q4 profit put Chimera in focus Chimera Investment (CIM) is back on income investors radar after a 22% increase to its common dividend, the Home Express Mortgage acquisition, and a profitable fourth quarter update. See our latest analysis for Chimera Investment. Those updates have come alongside a 6.42% 1 day share price return and a 4.72% 7 day share price return, while the 1 year total shareholder return of 5.30% contrasts with weaker 3 and 5 year total...

Cummins Inc. recently reported its fourth-quarter and full-year 2025 results, showing quarterly sales of US$8,536 million and net income of US$593 million, alongside full-year sales of US$33.67 billion and net income of US$2.84 billion. Alongside these results, the company declared a quarterly dividend of US$2.00 per share and issued 2026 guidance calling for revenue growth and EBITDA margins between 17.0% and 18.0% of sales, giving investors clearer visibility on its earnings profile. Next,...

Event driven setup around Dragonfly 5 and Semilab deal Onto Innovation (ONTO) is drawing fresh attention after moving its Dragonfly 5 system toward qualification with TSMC, and announcing the Semilab acquisition that management expects to lift EPS, margins, and materials characterization capabilities. See our latest analysis for Onto Innovation. Those Dragonfly 5 and Semilab headlines land on top of strong momentum, with Onto Innovation’s 90-day share price return of 71.45% and 3-year total...

Why Supernus Pharmaceuticals (SUPN) Is On Investors’ Radar Today Supernus Pharmaceuticals (SUPN) has drawn fresh attention after recent share performance data showed a roughly flat move over the past month, alongside gains over the past 3 months and year. See our latest analysis for Supernus Pharmaceuticals. The recent 7 day share price return of 4.6% and 90 day share price return of 15.53% suggest momentum has been building, while the 1 year total shareholder return of 31.67% points to...

Primerica (NYSE:PRI) announced a 15% increase in its quarterly dividend. The dividend change follows the release of strong fourth quarter and full year results. The company reported earnings and revenue that surpassed analyst expectations. Primerica focuses on providing financial products such as term life insurance and investment solutions to middle income households. For investors watching the financial services sector, a double digit dividend increase can indicate that management views...

In late January 2026, Procore Technologies announced that its Procore for Government platform achieved FedRAMP Moderate Authorization, enabling U.S. federal agencies and their contractors to manage sensitive construction projects on a secure, unified system built for Controlled Unclassified Information and public-sector compliance needs. This federal clearance positions Procore to address a large, complex public construction market that has historically relied on fragmented, outdated tools,...

Viatris (VTRS) has been back on investors’ radar after UBS shifted to a more positive stance on the stock. This move coincides with management changes and ongoing global expansion efforts. See our latest analysis for Viatris. The UBS upgrade and management reshuffle come on top of a sharp rebound in sentiment, with Viatris’ 90-day share price return of 47.85% and 1-year total shareholder return of 59.90% pointing to momentum that has recently picked up. If this renewed interest in healthcare...

If you are wondering whether Realty Income is fairly priced at around US$64.50, you are in the right place to size up what you might be paying for each dollar of its cash flow and assets. The stock has returned 3.3% over the last 7 days, 9.5% over 30 days, 12.5% year to date, 26.1% over 1 year, 14.7% over 3 years, and 38.8% over 5 years, which gives useful context before you weigh up what the current share price actually offers. Recent coverage has focused on Realty Income's role as a large...

Azenta (NasdaqGS:AZTA) has entered a partnership with Frontier Space to bring its sample management technologies into space-based life sciences research. The collaboration includes testing Azenta’s FluidX consumables in microgravity and other extreme space conditions. This move introduces Azenta’s solutions to space research programs that rely on reliable sample handling and storage. For investors following life sciences tools and services, Azenta sits in the middle of sample management and...

Ventas (VTR) has drawn fresh investor attention after releasing 2025 results, issuing 2026 earnings guidance and lifting its quarterly dividend, all anchored in strong senior housing performance and sizeable capital deployment. See our latest analysis for Ventas. Those solid senior housing numbers and the 8% dividend uplift appear to have fed into sentiment, with a 10.2% 7 day share price return building on a 13.2% 30 day move and a 46.9% 1 year total shareholder return that points to strong...

If you are wondering whether SiTime's current share price still lines up with its underlying worth, or if expectations have run ahead of reality, this article is for you. SiTime recently closed at US$436.28, with returns of 25.4% over 7 days, 26.6% over 30 days, 17.9% year to date, 159.9% over 1 year, 242.7% over 3 years and 211.0% over 5 years. This performance raises fair questions about how the market is pricing the stock today. Recent news coverage around SiTime has largely focused on...

Herc Holdings Inc. recently declared a quarterly dividend of US$0.70 per share, payable on March 4, 2026, and also confirmed that long-serving director John M. Engquist will not stand for re-election at the 2026 annual meeting, with the company stating his decision was unrelated to any disagreement over operations, policies, or practices. These developments followed a period of strong reported growth in equipment rental and total revenue and completion of IT integration related to the H&E...

Wondering if Alphabet at around US$310.96 is still a sensible entry point or if most of the easy gains are behind it? This article focuses squarely on what you are paying today versus what you might reasonably expect to be getting. The share price has recently pulled back, with a 6.6% decline over the last week and a 6.3% decline over the last month, despite a 70.0% return over the past year and a 223.2% return over three years. These moves come as Alphabet continues to sit at the center of...

In February 2026, S&P Global reported fourth-quarter 2025 results showing higher sales of US$3,916 million and net income of US$1,134 million, alongside full-year revenue of US$15.34 billion and net income of US$4.47 billion, and issued 2026 guidance calling for reported GAAP revenue growth of 6.6% to 8.6%. The company also completed a large share repurchase program totaling 27,956,765 shares for US$12.69 billion and set 2026 adjusted earnings guidance below analyst expectations, raising...

FLEX LNG (NYSE:FLNG) has put up another steady quarter, reporting Q3 FY 2025 revenue of US$85.7 million and basic EPS of US$0.31. This is backed by trailing twelve month revenue of US$351.0 million and EPS of US$1.82. The company has seen revenue move between US$84.7 million and US$90.9 million per quarter since mid 2024, while quarterly EPS has ranged from US$0.31 to US$0.84 over the same period. These figures feed into a 28.1% net margin and 7.2% earnings growth over the last year. Overall,...

In recent months, Halliburton has joined Deep Isolation’s multi-year deep borehole nuclear waste disposal demonstration at its Texas drilling technology facility, filed an omnibus shelf registration for multiple securities, and appointed Timothy A. Leach to its board and key board committees. Together, these moves highlight Halliburton’s efforts to broaden its role in advanced subsurface technologies while reinforcing governance and financing flexibility for future initiatives. We’ll now...

Crocs, Inc. recently reported fourth-quarter results that exceeded Wall Street expectations, with revenue of US$957.6 million, and issued full-year 2026 earnings guidance of US$12.88 to US$13.35 per share. Alongside this beat, Crocs now expects first-quarter 2026 revenue to decline roughly 5.5% to 3.5% year on year and full-year 2026 revenue to range from about a 1% decline to slightly above 2025 levels, highlighting a cautious outlook despite resilient profitability guidance. Next, we will...

In early February 2026, Blue Owl Capital Inc. reported fourth-quarter 2025 revenue of US$755.60 million and net income of US$47.67 million, raised full-year revenue to US$2.87 billion, maintained profitability despite lower annual net income, affirmed a US$0.225 dividend, and closed a new US$3 billion strategic equity and secondaries fund. Together with Moody’s upgrade of its long-term credit rating and the successful fundraising for its inaugural Strategic Equity Secondaries Strategy, these...

The U.S. International Trade Commission’s favorable initial determination in Shoals Technologies Group (SHLS) patent case against Voltage, LLC puts intellectual property protection at center stage for investors, with a final ITC decision still pending. See our latest analysis for Shoals Technologies Group. Even with the recent ITC win, Shoals’ latest share price of $9.79 sits below recent highs, with a 1-day share price return of a 4.58% decline and a softer 7-day share price return of a...

Truist Financial has launched its first open banking integration using Mastercard's open finance technology, expanding data connectivity for US customers. Major US retailers are pushing for oral arguments in a long running legal dispute over Mastercard's proposed interchange fee settlement. These events highlight both growth opportunities in open banking and ongoing legal and regulatory questions around Mastercard's card fee structure. Mastercard (NYSE:MA) is trading at $537.46, with the...

Earnings setback reshapes the Olin story Olin (OLN) has moved into the spotlight after reporting a fourth quarter and full year 2025 net loss, a shift from profit a year earlier that puts its recent performance under closer scrutiny. The company reported fourth quarter sales of US$1,665.1 million compared with US$1,671.3 million in the prior year period, while fourth quarter net loss reached US$85.7 million versus net income of US$10.7 million a year ago. For the full year 2025, sales were...

First American Financial Corporation recently reported past fourth-quarter 2025 net income of US$211.9 million and full-year net income of US$621.8 million, with basic earnings per share from continuing operations rising to US$2.06 in the quarter and US$6.02 for the year. The sharp year-over-year increase in both quarterly and full-year earnings, alongside revenue beating analyst expectations, highlights a significant improvement in operating performance versus the prior period. We’ll now...