U.S. Software Stock News

NYSE:AES
NYSE:AESRenewable Energy

Assessing Whether AES (AES) Is Overvalued After Its Strong 1 Year Shareholder Return

AES stock performance snapshot AES (AES) has drawn attention after recent share price moves, with the stock showing gains over the past month and past 3 months alongside positive annual revenue and net income figures. See our latest analysis for AES. At a share price of $16.25, AES has seen momentum build recently, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 67.93%, even though the 3 and 5 year total shareholder returns remain negative. If this move in...
NYSE:RACE
NYSE:RACEAuto

Ferrari (NYSE:RACE) Valuation Check After Sharp 1 Day Share Price Rebound

Recent Share Performance and Business Snapshot Ferrari (NYSE:RACE) shares closed at $363.22, with a 1 day return of 8.1% and a 7 day return of 10.0%, while the stock shows negative moves over the past month and past 3 months. Over longer horizons, Ferrari’s total return is negative over the past year but positive over the past 3 years and 5 years. Reported revenue stands at €7,146.0, with net income of €1,600.0, alongside annual revenue and net income growth figures that remain in positive...
NYSE:MLI
NYSE:MLIMachinery

Earnings Beat and Higher EPS Could Be A Game Changer For Mueller Industries (MLI)

Mueller Industries, Inc. reported past fourth-quarter 2025 earnings with sales of US$962.39 million and net income of US$153.71 million, alongside full-year sales of US$4.18 billion and net income of US$765.19 million, all higher than the prior year. An interesting takeaway is that both basic and diluted earnings per share from continuing operations rose for the quarter and the full year, pointing to improved profitability on a per-share basis. Next, we will examine how this improved...
NYSE:ONON
NYSE:ONONLuxury

New On Holding CFO Appointment Puts Spotlight On Valuation And Growth

On Holding (NYSE:ONON) has appointed Frank Sluis as its new Chief Financial Officer. The company announced the leadership change as a material update for investors and stakeholders. Sluis brings finance experience from major consumer focused businesses to the role. On Holding, known for its performance footwear and apparel, sits in a competitive global sportswear market where brand strength, product differentiation, and efficient supply chains matter for long term positioning. In that...
NYSE:LB
NYSE:LBReal Estate

Is LandBridge (LB) Quietly Pivoting From Datacenters To A Pore Space Royalty Power Play?

In recent months, LandBridge Company LLC has drawn attention for highlighting that most of its revenue comes from surface use royalties tied to pore space, particularly through its relationship with WaterBridge, while recent acquisitions have expanded its pore space footprint. A key takeaway for investors is that LandBridge’s underlying value appears increasingly tied to its ownership of subsurface pore space rather than to datacenter development, positioning it as a differentiated play on...
NYSE:EE
NYSE:EEOil and Gas

A Look At Excelerate Energy (EE) Valuation As Earnings Surprise Expectations Drive Recent Interest

Why expectations around Excelerate Energy’s earnings are moving the stock Recent interest in Excelerate Energy (EE) is being driven by expectations around its upcoming earnings report on February 25, 2026, following a pattern of earnings surprises in recent quarters. See our latest analysis for Excelerate Energy. That backdrop of earnings optimism is lining up with strong recent momentum, with a 30 day share price return of 28.47%, a 90 day share price return of 44.19%, and a 3 year total...
NYSEAM:EVI
NYSEAM:EVITrade Distributors

EVI Industries (EVI) Q2 EPS Doubles Year On Year Testing Premium Growth Narrative

EVI Industries (EVI) has reported Q2 2026 revenue of US$115.3 million and basic EPS of US$0.16, alongside trailing 12 month revenue of US$427.1 million and EPS of US$0.49 that frame the latest quarter within a broader earnings picture. The company has seen quarterly revenue move from US$92.7 million in Q2 2025 to US$115.3 million in Q2 2026, with basic EPS over the same quarters shifting from US$0.08 to US$0.16 as trailing net profit margins eased from 1.8% to 1.5%. This sets up a results...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies Q4 Loss Narrows To US$10.3m Challenging Bearish Profitability Narratives

Jumia Technologies FY 2025 Earnings Snapshot Jumia Technologies (NYSE:JMIA) closed FY 2025 with fourth quarter revenue of US$61.4 million and a net income loss of US$10.3 million, while trailing twelve month revenue stood at US$188.9 million against a trailing loss of US$61.6 million. Over the last year, the company has seen quarterly revenue move from US$36.3 million in Q1 2025 to US$61.4 million in Q4, with trailing twelve month losses narrowing from US$99.1 million at the end of 2024 to...
NYSE:XYL
NYSE:XYLMachinery

Xylem (XYL) Margins Hold At 10.6% Net Level And Test Bullish Upside Narrative

Xylem (XYL) closed out FY 2025 with Q4 revenue of US$2.4b and basic EPS of US$1.37, on net income of US$335m, while trailing 12 month revenue stood at US$9.0b with basic EPS of US$3.93 supported by US$957m of net income. The company has seen revenue move from US$8.6b and basic EPS of US$3.67 on net income of US$890m in the prior trailing period to the latest US$9.0b and US$3.93 on US$957m. This sets up a story where investors are likely to focus on how steady margin progression and earnings...
NYSE:UNH
NYSE:UNHHealthcare

Is It Time To Reconsider UnitedHealth Group (UNH) After The Recent Share Price Slump

If you are wondering whether UnitedHealth Group is starting to look attractively priced, this article will walk through what the current share price might be implying about value. The stock last closed at US$273.22, with returns of a 3.9% decline over 7 days, a 20.6% decline over 30 days, an 18.8% decline year to date, a 47.6% decline over 1 year, a 41.4% decline over 3 years and an 8.7% decline over 5 years. Recent headlines around UnitedHealth Group have focused on the share price...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Q4 Margins At 3.1% Test Bullish Profitability Narratives

Datadog (DDOG) has wrapped up FY 2025 with fourth quarter revenue of US$953.2 million and basic EPS of US$0.13, alongside net income of US$46.6 million. This puts a clear spotlight on how its topline and per share earnings are tracking as the year closes out. Over the past six quarters, revenue has moved from US$690.0 million in Q3 2024 to US$953.2 million in Q4 2025. Over the same period, quarterly basic EPS has ranged from US$0.15 in Q3 2024 to US$0.01 in Q2 2025 and then to US$0.13 in the...
NasdaqGS:FRD
NasdaqGS:FRDMetals and Mining

Friedman Industries (FRD) Q3 2026 Net Margin Improvement Tests Bearish Cash Flow Narratives

Friedman Industries Q3 2026 Earnings Snapshot Friedman Industries (FRD) has reported Q3 2026 results with total revenue of US$168.0 million, net income of US$3.0 million and basic EPS of US$0.43, setting the tone for another data heavy quarter for investors to assess. The company has seen quarterly revenue move from US$106.8 million in Q2 2025 to US$94.1 million in Q3 2025, then to US$129.2 million in Q4 2025, US$134.8 million in Q1 2026, US$152.4 million in Q2 2026 and US$168.0 million in Q3...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Joins S&P 400 As Profitability Shifts Investor Focus

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) has been added to the S&P 400 index and its related sector indices. At the same time, the company has been removed from the S&P 600 index, shifting its classification within the S&P family. This index change reflects a reclassification of Arrowhead's market standing and may affect how index funds and ETFs hold the stock. Arrowhead Pharmaceuticals focuses on RNA interference based therapies, an area that has attracted steady attention as drug...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tire & Rubber (GT) Q4 Profitability Rebound Tests Bearish Loss And Debt Narratives

Goodyear Tire & Rubber (GT) has wrapped up FY 2025 with fourth quarter revenue of US$4.9 billion and basic EPS of US$0.36, alongside net income excluding extra items of US$105 million. This sets a clear marker after a volatile year for earnings. Over the past six quarters, revenue has moved in a relatively tight band between US$4.3 billion and just under US$5.0 billion. Quarterly basic EPS has swung from a loss of US$7.62 in Q3 2025 to positive readings in Q1, Q2 and Q4, giving you a mixed...
NYSE:MAS
NYSE:MASBuilding

Masco (MAS) Margins Hold Near 10.7% And Reinforce Earnings Resilience Narrative

Masco (MAS) closed out FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$0.81, alongside net income of US$165 million, setting the tone for how the full year’s performance lands with investors. Over the past four quarters, the company has seen revenue move from US$7.8 billion on a trailing basis in Q4 2024 to US$7.6 billion in Q4 2025, while trailing EPS shifted from US$3.77 to US$3.88. This provides a clear view of how the top and bottom lines have been tracking...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN) Is Down 8.0% After New CRO Hire And Ongoing Losses Reported

Lumen Technologies recently appointed former Cisco executive Jeff Sharritts as Executive Vice President and Chief Revenue Officer, while also reporting fourth-quarter 2025 sales of US$3,041 million and a net loss of US$2 million, alongside full-year 2025 sales of US$12.40 billion and a net loss of US$1.74 billion. This combination of a high-profile commercial leadership change and a move from prior profitability to continued losses highlights both execution challenges and efforts to reshape...
NasdaqGS:ENTA
NasdaqGS:ENTABiotechs

Enanta Pharmaceuticals (ENTA) Quarterly Loss Narrows Yet Keeps Profitability Concerns In Investor Focus

Enanta Pharmaceuticals Q1 2026 Earnings Snapshot Enanta Pharmaceuticals (ENTA) opened its 2026 financial year with Q1 revenue of US$18.6 million and a basic EPS loss of US$0.42, alongside a net income loss of US$11.9 million, setting a clear tone for where the business is today. The company has seen quarterly revenue fluctuate in a tight band between US$14.6 million and US$18.6 million over the last six reported periods, while basic EPS losses have ranged from about US$0.42 to US$1.36. This...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Why MACOM Technology Solutions (MTSI) Is Up 7.2% After Returning To Profit And Raising Revenue Guidance

In the first quarter ended January 2, 2026, MACOM Technology Solutions Holdings reported sales of US$271.61 million and net income of US$48.77 million, reversing a prior-year net loss and turning last year’s loss per share from continuing operations into earnings of US$0.64–US$0.65. Alongside this sharp swing back to profitability, MACOM issued revenue guidance of US$281 million to US$289 million for the April 3, 2026 quarter, signaling management confidence after a period of weaker...
NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

What Pharvaris (PHVS)'s New Deucrictibant Phase 3 and Platform Data Wave Means For Shareholders

Pharvaris recently announced that six abstracts featuring its lead candidate deucrictibant for hereditary angioedema, including first-time pivotal Phase 3 RAPIDe-3 data and final Phase 2 CHAPTER-1 results, were accepted for poster presentation at the 2026 American Academy of Allergy, Asthma & Immunology Annual Meeting. This wave of data disclosures, spanning on-demand treatment, prophylaxis, and an extended-release tablet formulation, concentrates investor attention on Pharvaris’s effort to...
NYSE:BBY
NYSE:BBYSpecialty Retail

Is It Time To Reassess Best Buy (BBY) After Its Mixed Share Price Performance?

If you are looking at Best Buy and wondering whether the recent share price tells the full story about its value, you are not alone. The stock closed at US$68.04, with a 3.8% gain over the last 7 days, a 3.6% decline over 30 days, a 1.6% decline year to date, and an 18.5% decline over 1 year. The 3 year and 5 year returns sit at 11.0% and 30.2% declines respectively. These mixed returns have kept investors focused on how the market is reacting to ongoing shifts in consumer electronics demand...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy (DUK) Q4 Margin Resilience Reinforces Income Focused Narratives

Duke Energy FY 2025 Earnings Snapshot Duke Energy (DUK) has just wrapped up FY 2025 with Q4 revenue of US$7.9b and basic EPS of US$1.50, while its trailing twelve month figures came in at US$32.2b of revenue and EPS of US$6.32, supported by net income from ongoing operations of US$4.9b. Over recent quarters, the company has seen revenue move from US$6.9b in Q4 2024 to US$7.9b in Q4 2025, with quarterly EPS ranging between US$1.25 and US$1.81 during FY 2025. This sets up a story where...
NYSE:ECL
NYSE:ECLChemicals

Ecolab (ECL) Margin Slippage To 12.9% Tests Bullish Profitability Narratives

Ecolab (ECL) has wrapped up FY 2025 with fourth quarter revenue of US$4.2 billion and basic EPS of US$2.00, alongside net income of US$563.9 million. This capped a year in which trailing twelve month revenue came in at US$16.1 billion and EPS reached US$7.33. Over the past few quarters, the company has seen quarterly revenue range from US$3.7 billion to US$4.2 billion and basic EPS move between US$1.42 and US$2.06, while trailing twelve month EPS has stayed above US$7.00. With a 12.9% net...
NYSE:XIFR
NYSE:XIFRRenewable Energy

XPLR Infrastructure (XIFR) Turns Trailing Profit, Testing Bullish Growth Narratives

XPLR Infrastructure (XIFR) has wrapped up FY 2025 with fourth quarter revenue of US$249 million and basic EPS of US$0.31, while the trailing twelve months show total revenue of US$1.19 billion and basic EPS of US$0.10. Over recent quarters, revenue has moved between US$282 million and US$342 million, with basic EPS ranging from a loss of US$1.05 to a profit of US$0.84, as trailing net income excluding extra items shifted to a modest profit of US$9 million. For investors, a key question now is...
NasdaqGS:LGIH
NasdaqGS:LGIHConsumer Durables

Are LGI Homes' (LGIH) January Closings and Monte Vista Launch Reinforcing Its Land-Light Strategy?

LGI Homes recently reported that it closed 218 homes in January 2026, including 16 leased single-family rental homes, and ended the month with 140 active selling communities. The company also unveiled its Monte Vista Collection community near Modesto, California, featuring five single-story floor plans, four of which are brand-new designs bundled with its CompleteHome Plus™ upgrade package at no additional cost. Next, we’ll examine how January’s closings data and the Monte Vista community...