U.S. Software Stock News

NYSE:PK
NYSE:PKHotel and Resort REITs

A Look At Park Hotels & Resorts (PK) Valuation After Fresh Analyst Calls And Portfolio Refocus

Recent analyst reports on Park Hotels & Resorts (PK) arrived almost back to back, with JP Morgan, Barclays and Truist Securities outlining contrasting views as the company refocuses on domestic assets and refinances upcoming debt. See our latest analysis for Park Hotels & Resorts. The recent 3.2% 1-day and 8.2% 30-day share price returns suggest short term momentum is picking up, even though the 1-year total shareholder return of a 4.1% decline and 5-year total shareholder return of a 16.8%...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree Links Tokenized Funds And Valuation Debate With Solana Move

WisdomTree (NYSE:WT) is expanding its blockchain efforts with regulated tokenized funds now launched on the Solana network. The company is positioning tokenized assets and digital infrastructure as a core part of its business model, beyond traditional ETFs. These moves extend its earlier work in digital assets into a broader push to integrate blockchain with mainstream financial services. For you as an investor, this matters because WisdomTree is not just an ETF issuer anymore; it is...
NasdaqGS:NATH
NasdaqGS:NATHHospitality

Nathan’s Famous (NATH) Margin Compression Challenges Bullish Long Term Earnings Narrative

Nathan's Famous (NATH) has reported Q3 2026 revenue of US$34.3 million with basic EPS of US$0.75, putting the latest quarter against a year when trailing twelve month EPS stands at US$5.24 on revenue of US$157.8 million. Over the past few quarters, the company has seen revenue range from US$30.8 million to US$47.0 million, while basic EPS has moved between roughly US$0.75 and US$2.18, giving investors a clear view of how earnings track against the top line. With a net profit margin of 13.6%...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk (TTD) Is Down 10.8% After CFO Exit And Xumo Deal - Has The Bull Case Changed?

In late January 2026, The Trade Desk appointed long-time insider Tahnil Davis as interim CFO after Alexander Kayyal’s brief five‑month tenure, while partner Xumo announced new advertiser access to its more than 60 million monthly active streaming users via The Trade Desk’s OpenPath connection through FreeWheel. Together, the abrupt finance leadership change and Xumo’s move to simplify direct access to connected TV inventory highlight the tension between governance stability and product reach...
NasdaqGS:MZTI
NasdaqGS:MZTIFood

Marzetti (MZTI) Valuation Check After Recent Pullback And Mixed Undervaluation Signals

Recent trading context for Marzetti Marzetti (MZTI) has caught investor attention after a recent stretch of mixed returns, with the share price roughly flat over the past day but negative over the past week, month, and past 3 months. See our latest analysis for Marzetti. Zooming out, Marzetti’s share price has slipped over the past week, month and quarter, and its 1 year total shareholder return of 16.18% decline points to pressure building over a longer stretch. This may reflect shifting...
OTCPK:AAGF.F
OTCPK:AAGF.FMetals and Mining

Assessing Aftermath Silver (OTCPK:AAGF.F) Valuation After New Leadership Hires And Project De Risking

Aftermath Silver (OTCPK:AAGF.F) has reshaped its senior team by appointing veteran mining engineer Danny Keating as chief operating officer and moving Michael Parker into a focused technical director role across its Peru and Chile projects. See our latest analysis for Aftermath Silver. At a share price of $0.739, Aftermath Silver has seen a 7.93% 1 day share price return and a 47.80% 90 day share price return. Its 1 year total shareholder return of 99.08% and 3 year total shareholder return...
NasdaqGM:RGCO
NasdaqGM:RGCOGas Utilities

RGC Resources (RGCO) Margin Slippage In Q1 2026 Tests Bullish Growth Narratives

RGC Resources (RGCO) opened Q1 2026 with revenue of US$30.3 million and basic EPS of US$0.48, alongside trailing twelve month EPS of US$1.25 that sits against a 7.3% earnings growth rate over the last year. The company has seen revenue move from US$27.3 million in Q1 2025 to US$30.3 million in Q1 2026, while quarterly EPS went from US$0.51 to US$0.48 over the same period, set against a trailing twelve month net profit margin of 13.1% compared with 13.7% a year earlier. Overall, the release...
NYSE:ABG
NYSE:ABGSpecialty Retail

Asbury Automotive Group Q4 Margin Compression Tests Bullish Earnings Growth Narrative

Asbury Automotive Group (ABG) closed out FY 2025 with Q4 revenue of US$4.7b, basic EPS of US$3.11 and net income of US$60m, alongside trailing twelve month revenue of US$18.0b and basic EPS of US$25.23. Over recent quarters the company has seen revenue move from US$4.5b in Q4 2024 to US$4.7b in Q4 2025. In the same period, quarterly EPS shifted from US$6.57 to US$3.11 as net income went from US$128.8m to US$60m. This has set up a results season where investors are weighing steady top line...
NYSE:KKR
NYSE:KKRCapital Markets

KKR (KKR) Margin Compression To 8.7% Tests Bullish Earnings Narratives

KKR (KKR) closed out FY 2025 with Q4 revenue of US$7.9b and basic EPS of US$1.24, alongside net income of US$1.1b, putting the focus squarely on how efficiently those fees and investment results are translating into profits. Over the past few quarters, revenue has moved from US$4.5b in Q1 2025 to US$7.1b in Q3 and then US$7.9b in Q4, while basic EPS shifted from a loss of US$0.22 in Q1 to US$0.97 in Q3 and US$1.24 in Q4. This progression gives investors a clearer view of how the earnings run...
NYSE:IFF
NYSE:IFFChemicals

Does IFF’s Analyst Optimism on a Potential Earnings Beat Reveal Durable Strength or Just Timing?

International Flavors & Fragrances Inc. recently attracted attention as analysts grew more optimistic ahead of its December 2025 quarter results, expecting a year-over-year earnings decline on lower revenue but still anticipating a potential earnings beat. This shift in sentiment is underpinned by the company’s record of topping earnings-per-share estimates in each of the last four quarters, which has strengthened expectations for another positive surprise. We will now explore how this...
NYSE:EG
NYSE:EGInsurance

Everest Group Weighs Earnings Miss Against Leadership Shift And Buybacks

Everest Group (NYSE:EG) reported fourth quarter profits that fell short of Wall Street earnings expectations, affected by underwriting challenges and a recent business divestiture. The company announced changes to its senior leadership team, bringing in new executives to guide its next phase of development. Everest Group also advanced its capital return plans through an accelerated share repurchase program. Everest Group operates as a global insurance and reinsurance provider, a sector...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange (ICE) Margin Strength Reinforces Bullish Narratives Despite Valuation Tension

Intercontinental Exchange (ICE) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.49, backed by trailing twelve month revenue of US$9.9b and EPS of US$5.80 that reflect a 20.4% earnings uplift over the past year. Over recent periods the company has seen quarterly revenue range from US$2.3b to US$2.5b and basic EPS move between US$1.14 and US$1.49. At the same time, trailing earnings have stepped up from US$4.24 to US$5.80 per share, alongside net profit...
NYSE:PINE
NYSE:PINEREITs

Alpine Income Property Trust (PINE) Q4 FFO Strength Challenges Bearish Loss Narrative

Alpine Income Property Trust (PINE) closed out FY 2025 with Q4 total revenue of US$16.9 million and basic EPS of US$0.06, while funds from operations came in at US$8.46 million, or US$0.59 per share. This puts the focus squarely on cash generation rather than accounting profit. Over recent quarters, the company has seen revenue move from US$13.79 million in Q4 2024 to US$14.21 million, US$14.86 million and US$14.56 million in the first three quarters of 2025, before reaching US$16.9 million...
NYSE:BHE
NYSE:BHEElectronic

Is It Too Late To Consider Benchmark Electronics (BHE) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Benchmark Electronics is still reasonably priced after a strong run, you are not alone. This article is built to help you test what you are really paying for at today’s share price. The stock last closed at US$58.30, with returns of 11.8% over 7 days, 30.7% over 30 days, 32.8% year to date, 42.2% over 1 year, 146.3% over 3 years and 133.9% over 5 years. This performance has put valuation questions front and centre for many investors. Recent news coverage has...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences (ROIV) Is Up 19.4% After Advancing Phase 2 Pipeline Despite Wider Quarterly Loss

Roivant Sciences reported third-quarter 2025 results showing sales of US$2.00 million and a net loss of US$265.89 million, while subsidiaries Priovant and Pulmovant advanced key Phase 2 programs in rare inflammatory and pulmonary diseases. Together with positive Phase 2 brepocitinib data in cutaneous sarcoidosis and rapid enrollment of mosliciguat’s PHocus trial, Roivant’s pipeline activity is increasingly central to its story despite widened losses. We’ll now examine how Roivant’s progress...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat (VSAT) Returns To Quarterly Profit As EPS Turnaround Tests Long‑Term Bearish Narratives

Viasat (VSAT) has just swung back to a quarterly profit in Q3 2026, posting US$1.2b in revenue and basic EPS of US$0.18, with net income of US$25 million setting a different tone from the losses seen in prior periods. Over recent quarters, revenue has moved in a tight band between about US$1.1b and US$1.2b while basic EPS has ranged from losses of roughly US$1.89 per share in Q4 2025 to US$0.18 per share in the latest quarter. This gives investors a clearer read on how top line stability is...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global (CARR) Margin Improvement Reinforces Bullish Earnings Narrative

Carrier Global (CARR) has wrapped up FY 2025 with fourth quarter revenue of US$4,837 million and basic EPS of US$0.03, capping a year in which trailing twelve month revenue came in at US$21.7 billion and EPS of US$1.71. The company has seen quarterly revenue range from US$5,218 million to US$6,113 million through 2025, while basic EPS moved between US$0.48 and US$0.71 in the first three quarters. This set up a year where improved net profit margin helped earnings grow faster than the top...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.9% After Judge Lets US$5 Billion Patent Lawsuit Proceed

In late January 2026, a U.S. District Judge ruled that Moderna must face a US$5 billion patent-infringement lawsuit over its COVID-19 vaccine technology, denying the company’s attempt to claim government immunity for most of the doses supplied. The case centers on whether Moderna’s Spikevax formulation used lipid nanoparticle molar ratios covered by Arbutus and Genevant patents, making it a closely watched test of how intellectual property rights apply to rapidly developed pandemic-era...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

InterDigital (IDCC) Net Margin Near 49% Reinforces Bullish Profitability Narratives

InterDigital (IDCC) has wrapped up FY 2025 with Q4 revenue of US$158.2 million and basic EPS of US$1.67, rounding out a year where trailing twelve month revenue came in at US$834.0 million and EPS reached US$15.77. The company has seen quarterly revenue move from US$128.7 million in Q3 2024 to US$252.8 million in Q4 2024, then to US$210.5 million in Q1 2025, US$300.6 million in Q2, US$164.7 million in Q3 and US$158.2 million in Q4. Basic EPS over the same stretch went from US$1.36 to US$5.23,...
NasdaqCM:ISBA
NasdaqCM:ISBABanks

Isabella Bank (ISBA) Net Margin Strength Reinforces Bullish Community Narratives

Isabella Bank (ISBA) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and EPS of US$0.64, set against trailing 12 month revenue of US$75.0 million and EPS of US$2.56, giving investors a clear read on both the latest quarter and the broader run rate. Over recent periods the bank has seen revenue move from US$18.2 million in Q1 2025 to US$20.7 million in Q4 2025, while trailing 12 month EPS has shifted from US$1.98 at the start of the year to US$2.56 by Q4. This helps frame...
NYSE:BABA
NYSE:BABAMultiline Retail

How Stronger Cloud and AI Momentum At Alibaba Group Holding (BABA) Has Changed Its Investment Story

In recent days, Alibaba Group Holding reported a stronger-than-expected second quarter, with overall revenue rising about 5% year over year and its cloud division advancing 34% on the back of higher AI and enterprise demand. Together with fresh investments in its Qwen AI app and Cainiao’s tie-up with Zelos Technology on L4 autonomous logistics, these results underscore how Alibaba is knitting AI, cloud, and automation deeper into its core commerce and infrastructure ecosystem. Next, we’ll...
NasdaqGS:SENE.A
NasdaqGS:SENE.AFood

Seneca Foods (SENE.A) Margin Rebound Challenges Longstanding Bearish Earnings Narratives

Seneca Foods (SENE.A) has put up a punchy Q3 2026 print, with revenue of US$508.3 million and basic EPS of US$6.55, alongside trailing 12 month revenue of US$1.6 billion and EPS of US$13.11 that reflect the strong 134.8% earnings growth reported over the past year. The company has seen revenue move from US$502.9 million and EPS of US$2.12 in Q3 2025 to US$508.3 million and EPS of US$6.55 in Q3 2026, and those results sit on top of a trailing net profit margin that improved to 5.6% from 2.5% a...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde (LIN) Margin Hold At 20.3% Tests Bullish Profit Growth Narratives

Linde (LIN) closed out FY 2025 with Q4 revenue of US$8.8b and basic EPS of US$3.28, alongside trailing twelve month revenue of US$34.0b and EPS of US$14.69 that frame a steady earnings profile through the year. The company has seen quarterly revenue range from US$8.1b to US$8.8b and basic EPS move between US$3.28 and US$4.11 across 2025, giving investors a clear view of how the topline and per share earnings have tracked into the latest print. With net profit margins at 20.3% and edging...
NYSE:GHM
NYSE:GHMMachinery

Graham (GHM) Earnings Growth And 6.3% Margin Test Bullish Narratives

Graham (GHM) has posted Q3 2026 revenue of US$56.7 million with basic EPS of US$0.26, alongside trailing twelve month revenue of US$237.6 million and EPS of US$1.36, giving investors a clear view of both the latest quarter and the broader run rate. Over recent quarters the company has seen revenue move from US$47.0 million in Q3 2025 to US$56.7 million in Q3 2026, while quarterly EPS shifted from US$0.15 to US$0.26 and trailing net income reached US$14.9 million. This sets up the results as a...