U.S. Software Stock News

NasdaqGS:UBSI
NasdaqGS:UBSIBanks

Is United Bankshares (UBSI) Still Sensibly Priced After The Recent Share Price Pullback?

Wondering if United Bankshares at around US$39.38 is still a fair deal or starting to look stretched? This article breaks down what the current share price might be implying about value. The stock’s returns range from a 1.4% decline over the last 7 days and a 10.7% decline over the last 30 days, to gains of 2.6% year to date, 17.5% over 1 year, 25.7% over 3 years and 25.2% over 5 years. These figures can mean very different things depending on how you think about risk and timing. Recent...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive Debt Issuance Raises Questions On Long Term Flexibility

O'Reilly Automotive completed a significant fixed income offering of senior unsecured notes due in 2036. The transaction adds long dated debt to the company’s balance sheet, which may affect its capital structure and liquidity profile. The terms of the notes and investor demand can offer clues about how credit markets currently view O'Reilly Automotive, ticker NasdaqGS:ORLY. Investors watching NasdaqGS:ORLY now have a fresh data point to consider alongside the current share price of $90.46...
NasdaqGM:TLS
NasdaqGM:TLSSoftware

Telos (TLS) Q4 Loss Rebound Challenges Bullish Margin Improvement Narratives

Telos (TLS) just closed out FY 2025 with Q4 revenue of US$46.8 million and a basic EPS loss of US$0.22, capping a year in which trailing twelve month revenue came in at US$164.8 million and EPS on the same basis was a loss of US$0.50. Over recent quarters the company has seen revenue move from US$26.4 million in Q4 2024 to US$30.6 million in Q1 2025, US$36.0 million in Q2, US$51.4 million in Q3, and US$46.8 million in Q4, while quarterly basic EPS losses ranged between US$0.03 and US$0.22...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

A Look At Waystar Holding (WAY) Valuation As Google Cloud AI Partnership Gains Traction

AI partnership expansion with Google Cloud comes into focus Waystar Holding (WAY) is back on investor radars after announcing an expanded collaboration with Google Cloud that centers on deeper use of Gemini AI models and data infrastructure in healthcare payments. The move targets more automation across complex revenue cycle workflows, including new agentic AI use cases that combine financial and clinical data, and could influence how investors think about the company’s long term technology...
NasdaqGS:ITRN
NasdaqGS:ITRNCommunications

Stronger Earnings And Bigger Capital Returns Could Be A Game Changer For Ituran (ITRN)

Ituran Location and Control Ltd. recently reported higher fourth‑quarter and full‑year 2025 earnings, approved a US$1.50 per‑share cash dividend totaling about US$30.00 million to be paid on April 16, 2026, and completed a US$25.42 million share buyback while authorizing an additional US$10.00 million for repurchases. The combination of earnings growth, a sizable dividend drawn from “Preferred Income” and “Preferred Technological Income” at a reduced 20% withholding tax rate, and an expanded...
NasdaqGS:LFCR
NasdaqGS:LFCRLife Sciences

Lifecore Biomedical (LFCR) Q4 Loss Narrows To US$2 Million Reinforcing Bullish Margin Narratives

Lifecore Biomedical (LFCR) just posted its FY 2025 fourth quarter numbers, with revenue of US$36.4 million and a basic EPS loss of US$0.06. This sets the tone for a year where the trailing twelve months show revenue at about US$129.5 million and a basic EPS loss of US$0.92. Over recent quarters, revenue has moved from US$24.7 million in Q1 FY 2025 to US$31.1 million in Q3 and then US$36.4 million in Q4. Quarterly basic EPS losses ranged from US$0.53 in Q1 to US$0.29 in Q3 and US$0.06 in Q4,...
NasdaqGS:TRS
NasdaqGS:TRSPackaging

Assessing TriMas (TRS) Valuation After Recent Share Price Momentum And Undervaluation Narrative

Why TriMas is on investors’ radar today TriMas (TRS) has drawn fresh interest as investors look at its recent share performance alongside its value score of 3 and current market capitalization of about US$1.32b. The stock shows a 1 day return of 1.23%, a month return decline of 2.21%, and a past 3 months return of 3.77%, while the 1 year total return stands at 42.54%. See our latest analysis for TriMas. The recent 1 day share price gain of 1.23% to US$35.47 comes after a weaker 7 day and year...
NYSE:LTC
NYSE:LTCHealth Care REITs

Is LTC Properties (LTC) Offering Value After Strong Multi Year Share Price Gains

If you are wondering whether LTC Properties at around US$38.99 is offering good value today, it helps to step back and look at what the recent share performance and fundamentals are really telling you. The stock has delivered a 0.6% return over the last week, a 1.0% decline over the past month, and is up 12.5% year to date and 15.5% over the past year, with longer term returns of 41.0% over three years and 26.1% over five years. Recent attention on LTC Properties has focused on its position...
NYSE:ED
NYSE:EDIntegrated Utilities

Does New US$3.5 Billion Credit Line And EPS Targets Change The Bull Case For Consolidated Edison (ED)?

Consolidated Edison recently entered into a new US$3.50 billions revolving credit facility to support its commercial paper programs and general corporate purposes, shortly after reporting Q4 2025 revenue and adjusted EPS that topped Wall Street expectations. Together with management’s plans for a five-year adjusted EPS compound annual growth rate of 6% to 7%, the expanded credit access highlights how the utility is prioritizing both liquidity and earnings visibility. We’ll now look at how...
NYSE:BEKE
NYSE:BEKEReal Estate

KE Holdings (NYSE:BEKE) Margin Compression Tests Premium P/E And Bullish Growth Narrative

KE Holdings (NYSE:BEKE) FY 2025 Results Overview KE Holdings (NYSE:BEKE) has wrapped up FY 2025 with fourth quarter revenue of C¥22.2b and basic EPS of C¥0.08, alongside trailing 12 month revenue of C¥94.6b and basic EPS of C¥2.70 that frame the latest print for investors watching the stock around C¥16.90 per share. The company has seen quarterly revenue range from C¥22.1b to C¥26.0b over the past year, with basic EPS moving between C¥0.08 and C¥1.16 across FY 2025. This gives a clearer view...
NYSE:ZEPP
NYSE:ZEPPElectronic

Zepp Health (ZEPP) Q4 Loss Narrows To US$0.69 EPS Challenging Bearish Profitability Narratives

Zepp Health (ZEPP) has wrapped up FY 2025 with fourth quarter revenue of US$85.2 million and a basic EPS loss of US$0.69, setting the tone for how you might read the full year at the current share price of US$16.22. The company has seen quarterly revenue move from US$59.5 million in Q4 2024 to US$85.2 million in Q4 2025, while basic EPS over that stretch has shifted from a loss of US$2.29 to a loss of US$0.69. This puts the focus squarely on how sustainably margins can tighten those losses...
OTCPK:DIDI.Y
OTCPK:DIDI.YTransportation

A Look At DiDi Global (OTCPK:DIDI.Y) Valuation After Revenue Growth And Softer Profitability

Why DiDi Global’s latest earnings matter for shareholders DiDi Global (OTCPK:DIDI.Y) has released fourth quarter and full year 2025 results, with higher reported sales alongside a quarterly net loss and lower annual net income, giving you a mixed profitability picture to weigh. For the fourth quarter, DiDi Global reported sales of CNY 58,445 million compared with CNY 52,914 million a year earlier, and a net loss of CNY 338 million versus a CNY 1,341 million loss in the prior year...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Ross Stores Expansion Tests Off Price Model And Community Focus In 2026

Ross Stores (NasdaqGS:ROST) is opening 17 new locations across 11 U.S. states as part of its 2026 expansion plan. The openings mark the first phase of a targeted 110 new stores the company aims to add this fiscal year. Each grand opening includes charitable contributions to local youth organizations in the surrounding communities. Ross Stores operates off price retail banners that focus on discounted apparel and home goods, a segment that often attracts value oriented shoppers. The decision...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

ACADIA Pharmaceuticals (ACAD) Is Down 5.3% After EMA Rejects Trofinetide In Rett Review - What's Changed

Earlier in February 2026, ACADIA Pharmaceuticals received a formal negative opinion from the EMA’s CHMP on its marketing application for trofinetide in Rett syndrome, while also appointing biopharma finance executive Jonathan M. Poole to its Board and preparing a leadership presentation at the Longwood Healthcare Leaders Miami conference. This mix of regulatory setback in Europe and added financial expertise on the Board highlights a pivotal moment for ACADIA’s rare disease and CNS growth...
NasdaqGS:VNET
NasdaqGS:VNETIT

VNET Group (NasdaqGS:VNET) EPS Loss Deepens In Q3 2025 Challenging Profitability Narratives

VNET Group (NasdaqGS:VNET) just reported FY 2025 third quarter revenue of C¥2.6b with a basic EPS loss of C¥1.14, while trailing twelve month revenue stood at C¥9.5b alongside a basic EPS loss of C¥2.17. The company has seen quarterly revenue move from C¥2.0b in Q2 2024 to C¥2.1b in Q3 2024, C¥2.2b in Q4 2024 and Q1 2025, C¥2.4b in Q2 2025 and now C¥2.6b in Q3 2025, with EPS swinging between a profit of C¥1.19 in Q3 2024 and losses including C¥0.89 in Q1 2025 and C¥1.14 in the latest quarter...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

SAIC (SAIC) Earnings Growth And 5% Margin Reinforce Bullish Profitability Narratives

Science Applications International (SAIC) has just posted fresh FY 2026 numbers, with third quarter revenue of US$1,866 million and basic EPS of US$1.70, alongside trailing 12 month revenue of US$7.4 billion and EPS of US$7.86. Over recent quarters the company has seen revenue range from US$1,769 million to US$1,877 million and quarterly EPS move between US$1.43 and US$2.72. This gives investors a clearer view of how the current run rate feeds into those trailing figures. With trailing net...
NYSE:AES
NYSE:AESRenewable Energy

Is AES (AES) Now Offering Value After Recent Share Price Weakness?

If you are wondering whether AES at around US$14.20 is now priced attractively or still has room to fall further, this article breaks down what the current share price implies about value. The stock has had a mixed run, with a 0.1% move over the last 7 days, a 12.8% decline over the past month, a 4.2% decline year to date, a 15.0% gain over the past year, and deeper 3 year and 5 year declines of 28.1% and 33.9% respectively. These moves sit against a backdrop of ongoing attention on...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Vans 60th Anniversary On Rotation Rollout Might Change The Case For Investing In Urban Outfitters (URBN)

In March 2026, Vans announced the latest installment of Urban Outfitters’ On Rotation experiential retail platform, bringing Vans’ 60th Anniversary Off The Wall campaign to life in Urban Outfitters stores and online with a curated mix of sneakers, apparel, and accessories across key U.S. locations. This collaboration not only extends Urban Outfitters’ earlier On Rotation installations with Nike and UGG but also adds live talent and immersive in-store elements, underscoring the retailer’s...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Is Capital Southwest (CSWC) Pricing Look Stretched After Recent Pullback From One Year Highs?

Wondering if Capital Southwest at around US$21.38 is offering fair value or a possible mispricing? This article walks through the key numbers so you can judge for yourself. The stock has seen a 3.1% decline over the past 7 days and 6.3% over the last 30 days, despite a 10.2% return over 1 year and 76.8% over 3 years. Recent coverage has focused on Capital Southwest's role as a business development company and how its market position and portfolio decisions feed into investor expectations...
NasdaqGS:REAL
NasdaqGS:REALSpecialty Retail

Can RealReal (REAL) Turn Leadership Changes And Designer Partnerships Into Lasting Brand Advantage?

The RealReal recently expanded its leadership and governance team, adding Fanatics Commerce COO Jennifer McKeehan to its board while appointing Tiffany Stevenson as Chief People Officer and Tom Hanrahan as Chief Revenue Officer, and also saw Niki Leondakis step down from the board as of March 6, 2026. At the same time, luxury designer Alejandra Alonso Rojas chose The RealReal as a partner to extend the life of her certified sustainable garments, underscoring the platform’s role in...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Dollar Tree (DLTR) Margin Compression To 5.9% Tests Bullish Earnings Narratives

Dollar Tree (DLTR) has just posted its latest FY 2026 numbers, with Q3 revenue of US$4.8b and basic EPS of US$1.20 setting the tone for the year to date. The company has seen quarterly revenue move from US$4.1b in Q2 FY 2025 to US$4.6b in Q1 FY 2026 and US$4.8b in Q3 FY 2026, while basic EPS has ranged from US$0.66 to US$1.47 over the same stretch, giving you a clear read on how sales and earnings are tracking into the back half of the year. With trailing 12 month net income described as high...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

Why Stoke Therapeutics (STOK) Is Down 11.4% After NEJM Data on Dravet Syndrome Drug - And What's Next

In March 2026, Stoke Therapeutics and Biogen reported New England Journal of Medicine data showing that investigational antisense therapy zorevunersen produced substantial, durable seizure reductions and multi-year cognitive and behavioral improvements in children and adolescents with Dravet syndrome on top of standard anti-seizure medicines, with an overall safety profile the companies describe as generally well tolerated. The publication is important because it presents multi-year...
NYSE:NEU
NYSE:NEUChemicals

How Structural Oversupply In Petroleum Additives At NewMarket (NEU) Has Changed Its Investment Story

Recently, NewMarket Corporation has come under pressure as its core petroleum additives business faces structural oversupply, with global capacity additions outstripping demand and intensifying competition from Chinese exporters. An additional concern for investors is that bearish research has highlighted how NewMarket’s heavy reliance on this challenged segment could weigh on overall profitability despite past diversification efforts. Against this backdrop, we’ll explore how persistent...
NasdaqGS:VFS
NasdaqGS:VFSAuto

VinFast Auto (NasdaqGS:VFS) Loss Deepens In Q3 EPS And Reinforces Bearish Profitability Concerns

VinFast Auto (NasdaqGS:VFS) has just posted another loss making quarter, with Q3 FY 2025 revenue of about ₫18.1 trillion and basic EPS of a loss of ₫10,238.74, set against a trailing twelve month revenue base of roughly ₫67.5 trillion and a cumulative loss of about ₫92.5 trillion. Over recent periods the company has seen quarterly revenue move from about ₫8.7 trillion in Q2 FY 2024 to ₫12.3 trillion in Q3 FY 2024, ₫16.3 trillion in Q1 FY 2025 and now ₫18.1 trillion in Q3 FY 2025, while...