U.S. Software Stock News

Sonoco Products (NYSE:SON) has entered a long term Virtual Power Purchase Agreement with ENGIE North America. The agreement is intended to secure wind energy for most of Sonoco's U.S. electricity needs. The VPPA is aligned with Sonoco's broader sustainability goals and emissions reduction targets over the next 15 years. Sonoco Products, trading at around $51.42, operates in a mature packaging space where sustainability commitments are increasingly central to how investors assess long term...

Simpson Manufacturing (SSD) just closed out FY 2025 with Q4 revenue of US$539.3 million and basic EPS of US$1.36, compared with Q4 2024 revenue of US$517.4 million and EPS of US$1.32. Trailing 12 month EPS came in at US$8.27 on revenue of about US$2.3 billion. Over the past year, earnings grew 7.1% as net profit margin moved from 14.4% to 14.8%, setting a backdrop where investors are likely to focus on how these steadier margins frame the latest results. See our full analysis for Simpson...

Wondering if Baidu’s current share price still offers value or if most of the opportunity has already been priced in? This article is going to focus squarely on what the numbers say about that question. Baidu recently closed at US$145.12, with returns of 5.2% over the last 7 days, a 4.7% decline over 30 days, a 3.4% decline year to date, a 55.5% gain over 1 year, a 4.6% decline over 3 years, and a 53.0% decline over 5 years, which gives you a mixed picture of both recovery and past...

Timken earnings and guidance catch investor attention Timken (TKR) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results, alongside new 2026 guidance that outlines expected revenue growth and an earnings per share range. See our latest analysis for Timken. Timken’s latest earnings, 2026 guidance and ongoing share repurchases have arrived alongside a strong run in the stock. A 30 day share price return of 19.81% and a 1 year total shareholder return of 35.06%...

If you are wondering whether Honeywell International shares still offer value at current levels, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$242.78, with returns of 3.2% over 7 days, 16.4% over 30 days, 23.9% year to date, 28.4% over 1 year, 36.3% over 3 years and 41.3% over 5 years. Recent news coverage has focused on Honeywell International's role as a large industrial and technology supplier across areas such as...

United Fire Group (UFCS) just closed out FY 2025 with fourth quarter revenue of US$365.8 million, Basic EPS of US$1.50 and net income of US$38.4 million, capped by a combined ratio of 92.3% that anchors the quality of those earnings. Over the past few quarters, the company has seen revenue move from US$333.2 million and EPS of US$1.24 in Q4 2024 to US$331.1 million and EPS of US$0.70 in Q1 2025. This was followed by mid year levels of US$335.5 million and EPS of US$0.90, before reaching...

Columbus McKinnon (CMCO) has put fresh numbers on the table for Q3 2026, with recent quarterly revenue figures ranging from about US$234 million to US$261 million and basic EPS moving between a loss of US$0.52 and a gain of US$0.16 over the past six reported quarters. Over that same stretch, total revenue has oscillated within a relatively tight band of roughly US$234 million to US$262 million per quarter while EPS has swung from losses to modest profits, setting up a mixed picture that puts...

Bloom Energy (BE) FY 2025 earnings snapshot Bloom Energy (BE) has wrapped up FY 2025 with fourth quarter revenue of US$777.7 million and basic EPS of roughly US$0.00, alongside net income excluding extra items of US$1.1 million. The company has seen revenue move from US$572.4 million and basic EPS of US$0.46 in Q4 2024 to US$777.7 million and roughly flat EPS in Q4 2025. Trailing twelve month revenue now sits at about US$2.0 billion against a loss of US$88.4 million, setting up a results...

Roku stock reacts to recent share price pressure Roku (ROKU) has come under pressure recently, with the share price showing a 3.3% decline over the past day, 4.6% over the past week, and 20.6% over the past month. See our latest analysis for Roku. Zooming out, Roku’s recent share price pressure, including the 19.2% year to date share price return and 12.1% three month share price return, contrasts with a 1 year total shareholder return of 3.7% and a 3 year total shareholder return of 38.4%...

Why CMS Energy’s latest earnings and dividend move matter CMS Energy (CMS) combined its fourth quarter and full year 2025 earnings release with a higher 2026 outlook, a refreshed five year capital plan, and an increase in its quarterly dividend. See our latest analysis for CMS Energy. The recent earnings beat, higher 2026 outlook and dividend increase appear to line up with improving sentiment, with a 7 day share price return of 4.1% and a 1 year total shareholder return of 10.4%, while 3 and...

If you are wondering whether Arthur J. Gallagher's current share price still makes sense after a strong multi year run, this article will walk you through how its value stacks up against key benchmarks. The stock last closed at US$205.31, with returns of 17.7% decline over 7 days, 22.5% decline over 30 days, 19.8% decline year to date, 36.2% decline over 1 year, 10.9% over 3 years and 84.0% over 5 years. These moves may signal a shift in how the market is pricing the business. Recent...

How BorgWarner’s Latest Earnings Set the Stage for the Story Ahead BorgWarner (BWA) just posted third quarter FY 2025 results with revenue of US$3,591 million and basic EPS of US$0.74, giving investors a fresh read on how its auto components business is tracking through the year. Over recent periods, revenue has moved from US$3,439 million in Q4 2024 to US$3,515 million in Q1 2025 and US$3,638 million in Q2 2025, while basic EPS has shifted from a loss of US$1.84 in Q4 2024 to US$0.72,...

Penske Automotive Group (PAG) just posted third quarter FY 2025 results with revenue of about US$7.7b and basic EPS of US$3.23, alongside net income of US$213m. Trailing 12 month EPS sits at US$14.20 on revenue of roughly US$30.7b and net income of US$943.7m. Over recent quarters the company has seen revenue move in a tight band from US$7.6b to US$7.7b, with quarterly basic EPS ranging between US$3.23 and US$3.78. This sets up a picture where modest earnings growth and a 3.1% net margin put...

Zillow Group (ZG) just wrapped up FY 2025 with Q4 revenue of US$654 million and basic EPS of US$0.01, alongside trailing twelve month revenue of US$2.6 billion and EPS of US$0.10, marking a clean shift into positive earnings territory over the past year. The company has seen quarterly revenue move from US$554 million and a basic EPS loss of US$0.22 in Q4 2024 to US$654 million and EPS of US$0.01 in Q4 2025, while trailing twelve month EPS moved from a loss of US$0.48 to a profit of US$0.10...

Conference spotlight and recent stock performance Enovis (ENOV) is set to present at the Annual MedTech, Digital Health, Life Science & Diagnostic Tools Conference in Snowbird, Utah on February 11, 2026, drawing fresh attention to the stock. The appearance follows a challenging 2025 in which the share price declined about 50% over the past year. The stock has also faced pressure in recent months, with returns of 15% over the past month and 26% over the past 3 months. See our latest analysis...

Why Gentex’s latest earnings and guidance matter for shareholders Gentex (GNTX) shares have been reacting to a cluster of fresh information, including higher fourth quarter sales and net income, new revenue guidance for 2026 and 2027, and completion of a recent buyback tranche. See our latest analysis for Gentex. Gentex’s latest earnings beat and new 2026 to 2027 revenue guidance come after a 4.9% 90 day share price return and a 5 year total shareholder return of 25.4% decline. This suggests...

BlackLine (BL) has wrapped up FY 2025 with fourth quarter revenue of US$183.2 million and basic EPS of US$0.08, alongside net income of US$4.9 million. Over recent quarters the company has seen revenue move from US$169.5 million in Q4 2024 to US$183.2 million in Q4 2025, while quarterly basic EPS shifted from US$0.90 to US$0.08. This sets the backdrop for a year where margins are front and center for investors. See our full analysis for BlackLine. With the latest numbers on the table, the...

Artisan Partners Asset Management (APAM) has drawn fresh attention after reporting fourth quarter and full year 2025 results, as well as declaring a combined US$1.58 per share dividend that includes a special payout. See our latest analysis for Artisan Partners Asset Management. Against this backdrop, Artisan Partners Asset Management’s share price closed at US$44.27, with a 1-day share price return of a 2.51% decline, a 6.91% year to date share price return, and a 3-year total shareholder...

Sinclair stock overview after recent performance moves Sinclair (SBGI) has seen mixed share performance recently, with a 1% one day decline alongside a roughly flat month and a loss of about 8% over the past 3 months, despite a 12% 1 year total return. See our latest analysis for Sinclair. At a share price of US$15.08, Sinclair’s 9.7% 7 day share price return contrasts with weaker 3 year and 5 year total shareholder returns. This suggests recent momentum is improving after a tougher longer...

Upstart Holdings (UPST) has closed out FY 2025 with Q4 revenue of US$304.2 million and basic EPS of US$0.19, rounding off a trailing twelve month profile that includes US$1.1 billion in revenue and EPS of US$0.56 as the company moved into positive earnings territory over the year. The company has seen quarterly revenue move from US$220.4 million in Q1 2025 to US$304.2 million in Q4, while basic EPS tracked from a loss of US$0.03 in Q1 to profits of US$0.06, US$0.33 and then US$0.19 in Q2, Q3...

In recent months, several analysts have updated their views on Acushnet Holdings, offering a range of positive and cautious ratings based on company performance and market conditions. Their reassessments highlight how shifting expectations around golf participation, margins, and brand strength are shaping the outlook for this premium golf equipment and apparel provider. We’ll now examine how these analyst upgrades and growing confidence in Acushnet’s outlook influence the company’s broader...

SFL (NYSE:SFL) has just posted its FY 2025 third quarter numbers, with revenue of US$175.2 million and EPS of US$0.07. This sets a fresh datapoint for a year that has swung from a loss per share of US$0.24 in Q1 to a small profit in Q2 and Q3. The company has seen quarterly revenue move from US$188.6 million in Q2 2024 to US$253.2 million in Q3 2024, and then settle in a range between US$175.2 million and US$188.5 million across the first three quarters of 2025. EPS has shifted from US$0.34...

Seagate Technology Holdings filed a large shelf registration, covering more than $6.6b in ordinary shares. The filing includes shares tied to an employee stock ownership plan related offering. This shelf registration gives the company flexibility to issue shares in the future for potential corporate actions. For investors watching NasdaqGS:STX, the move comes with the stock trading at $407.25 with very large gains over the past year and past five years. The shares are also up 41.6% year to...

The Cigna Group recently completed a major share repurchase program totaling 137,243,643 shares for US$35.46 billion and, on February 5, 2026, its board approved a higher quarterly dividend of US$1.56 per share, up from US$1.51, alongside reporting full-year 2025 revenue of US$274.90 billion and net income of US$5.96 billion. Taken together, the large-scale buyback, dividend increase, and higher annual earnings highlight Cigna’s emphasis on shareholder returns while it simultaneously moves...