U.S. Software Stock News

Moelis & Company recently reported fourth-quarter and full-year 2025 results that exceeded analyst expectations, while also declaring a regular quarterly dividend of US$0.65 per share payable on March 26, 2026 to holders of record on February 17, 2026. Alongside the earnings beat, the firm completed a prior US$196.47 million repurchase program and unveiled a new, open-ended US$300 million buyback authorization, underscoring management’s emphasis on returning capital to shareholders. We’ll...

Bristol Myers Squibb (BMY) closed out FY 2025 with Q4 revenue of US$12.5 billion and basic EPS of US$0.53, alongside net income of US$1,087 million, setting the tone for how investors will read the full year. Over the past few quarters, the company has seen revenue move from US$11.2 billion in Q1 2025 to a range of about US$12.2 billion to US$12.7 billion in Q2 through Q4. Quarterly basic EPS has ranged from US$0.64 to US$1.21 across the year, giving a clearer picture of how profits track...

Lazard, Inc. has reported weaker full-year 2025 results, with net income falling to US$236.83 million and diluted EPS from continuing operations declining to US$2.17, alongside a quarterly dividend declaration of US$0.50 per share and continued share repurchases under its long-running buyback program. Alongside the earnings release, Lazard named long-time insider Tracy Farr as its incoming CFO, a move that highlights the firm’s emphasis on capital structure expertise and internal succession...

If you are looking at Sterling Infrastructure and wondering whether the recent share price reflects its underlying value, this article will walk through what the current numbers actually say. The stock last closed at US$401.29, with returns of 12.1% over 7 days, 28.5% over 30 days, 25.7% year to date and 168.0% over the last year. The 3 year and 5 year returns are also very large. Recent news coverage has focused on Sterling Infrastructure as an infrastructure and construction related...

Why Fulton Financial Is On Investors’ Radar Fulton Financial (FULT) has drawn attention after its recent share move, with the stock showing double digit gains over the past month and past 3 months, prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for Fulton Financial. Fulton Financial’s recent gains build on earlier strength, with the share price at $22.75 and a 90 day share price return of 29.04% sitting alongside a 5 year total shareholder return of...

If you are wondering whether Victory Capital Holdings at US$71.25 is offering fair value or a potential bargain, you are in the right place because this article focuses squarely on what the current price might be implying. The stock has recent returns of 1.0% over 7 days, 7.9% over 30 days, 11.2% year to date and 3.9% over the past year, which raises the question of how these moves line up with what the business might be worth. Investors have been paying close attention to company specific...

Diamondback Energy director Meloy Charles Alvin recently completed a significant sale of company shares, according to regulatory disclosures. The transaction involved a substantial number of NasdaqGS:FANG shares, drawing attention to insider trading activity at the oil and gas producer. Investors often watch large insider sales closely, as they can reflect how company insiders view the current share price or their personal exposure to the stock. Diamondback Energy, listed as NasdaqGS:FANG,...

If you are trying to figure out whether Bitmine Immersion Technologies at around US$20.47 is a bargain or a trap, you are in the right place for a clear look at what that price really implies. The share price has seen sharp swings, with a 7 day return of an 18.4% decline, a 30 day return of a 32.6% decline, a year to date return of a 34.4% decline, yet a 1 year return of a 192.5% gain. All of this raises questions about how much risk is now priced in. Recent news around the stock has...

Chemours stock snapshot after recent gains Chemours (CC) has caught investor attention after a recent run in its share price, with the stock up over the past week, month, past 3 months and year to date. See our latest analysis for Chemours. Chemours’ recent momentum has been strong, with a 30 day share price return of 40.17% and a year to date share price return of 49.55%, even though the 3 year total shareholder return sits at a 40.15% decline. If this kind of sharp rebound has your...

If you are wondering whether Pfizer is genuinely good value or just looks cheap on the surface, this article walks through what the current numbers are really saying about the stock. Pfizer shares last closed at US$27.22, with returns of 3.0% over 7 days, 7.7% over 30 days, 8.1% year to date, 13.4% over 1 year, a 25.7% decline over 3 years and 0.6% over 5 years. Together, these figures give you a mixed picture of recent performance and shifting risk sentiment. Recent headlines around Pfizer...

Starwood Capital Group previously announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, while Starwood Property Trust has drawn attention for offering a high dividend yield amid real estate sector volatility. Together, the leadership change at the broader Starwood platform and renewed focus on Starwood Property Trust’s dividend highlight how management execution and income appeal are central to investor interest in the mortgage REIT...

Western Midstream Partners overview Western Midstream Partners (WES) has drawn fresh investor attention as its unit price hovers near recent levels, with performance over the past year and longer term prompting renewed interest in its income and valuation profile. See our latest analysis for Western Midstream Partners. At a recent share price of US$41.12, Western Midstream Partners has seen mild pressure in the past week but still carries positive momentum on a 30 day and year to date share...

Earnings momentum and guidance behind the latest interest in Viavi Solutions Viavi Solutions (VIAV) has moved into focus after its recent earnings report, where management highlighted revenue contributions from data center and aerospace and defense customers, along with guidance calling for third quarter net revenue of US$386 million to US$400 million. See our latest analysis for Viavi Solutions. Those earnings and the guidance appear to have shifted sentiment quickly, with the share price at...

If you are wondering whether Cleveland-Cliffs is priced attractively right now, this article walks you through what the current share price might be implying about the company. The stock recently closed at US$14.73, with returns of 7.0% over 7 days, 22.3% over 30 days, 8.3% year to date and 46.7% over 1 year. The 3 year and 5 year returns stand at 26.1% and 11.3% declines respectively. These moves sit against a broader backdrop where investors continue to reassess US steel and iron ore...

If you are looking at United States Antimony and wondering whether the recent excitement lines up with its underlying value, you are not alone. The stock closed at US$8.61 recently, with returns of 17.5% over 7 days, 9.8% over 30 days, 45.2% year to date and 367.9% over 1 year, while the 3 year return is very large and the 5 year return stands at 441.5%. These moves have put the company back on the radar for investors who track materials and specialty metals stocks, especially given its...

If you are wondering whether Select Medical Holdings is attractively priced today or if the current level already reflects its potential value, this article walks you through what the numbers are really saying about the stock. The share price most recently closed at US$15.69, with returns of 4.3% over 7 days, 3.2% over 30 days, 5.9% year to date, 6.4% over 3 years and 15.9% over 5 years, while the 1 year return of a 15.2% decline shows that shorter term sentiment has been weaker. Recent news...

Fair Isaac (NYSE:FICO) has entered a major global partnership with Tech Mahindra to expand AI powered decisioning solutions for BFSI clients worldwide. The partners are setting up a new Centre of Excellence to support deployment of Fair Isaac's platform and build industry specific use cases beyond traditional banking. The collaboration is aimed at helping financial institutions and other enterprises adopt AI driven decision tools at scale. Fair Isaac comes into this announcement with a...

Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior and transactional data. See our latest analysis for Criteo. For shareholders, the picture is mixed, with a 1-day share price return of 1.59%, a year-to-date share price return decline of 4.24%, and a 1-year total shareholder return decline of 57.82%. This suggests momentum has been fading even as...

Expedia Group (EXPE) has been back in focus after a strong third quarter, featuring record Q3 revenue, a B2B segment with its 17th straight quarter of double-digit growth, and an expanded Buy Now, Pay Later partnership with Affirm. See our latest analysis for Expedia Group. Despite the positive third quarter and new partnerships, the share price has pulled back recently, with a 30 day share price return of a 20.30% decline and a year to date share price return of a 16.29% decline, while...

RXO (RXO) closed out FY 2025 with Q4 revenue of US$1.5b, a basic EPS loss of US$0.27 and net income loss of US$46m. This sits against a trailing twelve month picture of US$5.7b in revenue, a basic EPS loss of US$0.59 and a net income loss of US$100m. The company reported quarterly revenue in a tight band between US$1.4b and US$1.5b through FY 2025, while quarterly EPS losses ranged from US$0.05 to US$0.27 and net income losses moved between US$9m and US$46m. Altogether, these results point to...

Why BrightSpring Health Services (BTSG) Is Back on Investor Screens BrightSpring Health Services (BTSG) has jumped into focus after a mix of upbeat analyst actions, stronger quarterly results, and multi year growth in revenue and earnings per share attracted fresh investor attention. See our latest analysis for BrightSpring Health Services. At a share price of $39.68, BrightSpring’s recent gains include a 3.44% 1 day share price return and a 19.73% 90 day share price return, while the 1 year...

Himax Technologies (HIMX) is back in focus after its HX85200 on-cell OLED touch controller IC won designs with multiple global IT brands, with mass production scheduled to start in the first quarter of 2026. See our latest analysis for Himax Technologies. Despite the product win, Himax Technologies’ latest share price of US$7.91 comes after a 1-day share price return of 4.22%, but a year to date share price return decline of 7.27% and a 1-year total shareholder return decline of 13.71%. This...

In early February 2026, Circle Internet Group announced a partnership with Polymarket under which Polymarket will migrate from bridged USDC.e on Polygon to native USDC, while Hecto Financial separately integrated Circle Payments Network to power cross‑border payments with regulated stablecoins such as USDC and EURC. Together, these moves highlight how Circle’s regulated stablecoins and settlement infrastructure are being woven into both onchain prediction markets and traditional-style...

Compass (COMP) is back in focus after its shares fell, even as management described the start of the new financial year as strong. This has raised fresh questions about what the current price already reflects. See our latest analysis for Compass. At a share price of $12.27, Compass has seen a 43.5% 3 month share price return and a 64.5% 1 year total shareholder return. This suggests sentiment has strengthened despite the recent pullback after its strong year opening update. If Compass’s move...