U.S. Software Stock News

NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Varonis Systems (VRNS) Losses Persist In FY 2025 Challenging Growth Focused Bullish Narratives

Varonis Systems (VRNS) has wrapped up FY 2025 with Q4 revenue of US$173.4 million and a basic EPS loss of US$0.24, alongside trailing twelve month revenue of US$623.5 million and a TTM basic EPS loss of US$1.13. Over recent quarters, the company has seen quarterly revenue move from US$148.1 million in Q3 2024 to US$161.6 million in Q3 2025 and then US$173.4 million in Q4 2025, while quarterly basic EPS losses widened from US$0.12 in Q4 2024 to US$0.32 in Q2 2025 before narrowing to US$0.24 in...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease 2025 Return Of Capital Dividends And Valuation Discount

Global Net Lease, NYSE:GNL, has stated that all dividends paid in 2025 on its common and preferred stock will be treated as nondividend distributions. These payments will be classified as return of capital for tax purposes, directly affecting how shareholders report income. The change applies to every dividend in the 2025 tax year, influencing cost basis calculations for current and future investors. For Global Net Lease investors, this tax shift comes as the stock trades at $9.47, with a...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Assessing Ivanhoe Electric (IE) Valuation After SQM Copper Exploration Agreement

Ivanhoe Electric (IE) shares are in focus after the company signed a Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile to search for large copper deposits across SQM’s northern Chile concessions. See our latest analysis for Ivanhoe Electric. The SQM agreement comes after a strong run in Ivanhoe Electric’s share price, with a 30 day share price return of 16.7% and a 90 day share price return of 49.9%. The 1 year total shareholder return of 219.8% points to...
NYSE:PUMP
NYSE:PUMPEnergy Services

What ProPetro Holding (PUMP)'s Discounted Follow‑On Equity Raise Means For Shareholders

In late January 2026, ProPetro Holding Corp. completed a follow-on equity offering of 15,000,000 common shares at US$10.00 each, raising US$150,000,000 after initially filing to offer 12,500,000 shares. This capital raise, executed at a discount of US$0.475 per share, highlights investor willingness to fund the company’s expansion and balance sheet objectives despite dilution concerns. We will now examine how this discounted follow-on equity offering shapes ProPetro Holding’s investment...
NYSE:GENI
NYSE:GENIHospitality

Genius Sports (GENI) Valuation Check After Launch Of BetVision For Tennis

Genius Sports (GENI) is back in focus after launching BetVision for Tennis alongside the Australian Open, a product that combines low latency streams, integrated betslips, live stats, and tennis micro markets. See our latest analysis for Genius Sports. The BetVision for Tennis launch comes after a period where Genius Sports’ 1 day share price return of 3.89% contrasts with a 30 day share price return of 24.16% and a 1 year total shareholder return decline of 8.27%, suggesting recent product...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork (UPWK) Offering Value After Recent Share Price Weakness?

If you are wondering whether Upwork's current share price reflects its long term potential, this article walks through what the numbers actually say about value. The stock recently closed at US$17.05, with returns of 16.9% decline over 7 days, 17.3% decline over 30 days, a 14.1% decline year to date, an 8.3% gain over 1 year, a 26.7% gain over 3 years, and a 68.0% decline over 5 years. These mixed returns have come alongside ongoing attention on freelancing platforms and how flexible work...
NYSE:WT
NYSE:WTCapital Markets

Is It Too Late To Consider WisdomTree (WT) After Its Strong Share Price Run?

If you are wondering whether WisdomTree's recent share price leaves much value still on the table, you are not alone. This article is built to help you make sense of what the current price might imply. WisdomTree's share price recently closed at US$16.23, with returns of 23.8% over 30 days, 29.7% year to date, 68.8% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on WisdomTree's position within the diversified financials space and how investors are reacting...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Analyst Reset On PENN Entertainment (PENN) Prompts Fresh Look At Valuation And Potential Upside

Analyst sentiment shift puts PENN Entertainment (PENN) under closer investor scrutiny Recent analyst updates on PENN Entertainment (PENN), including lower expectations and revised recommendations, have put the casino and online betting operator back in focus for investors assessing risk, reward, and timing. See our latest analysis for PENN Entertainment. PENN Entertainment’s recent analyst reset comes after a choppy stretch, with a 1-day share price return of 4.32% at US$13.04 contrasting...
NYSE:RF
NYSE:RFBanks

Is Regions Financial (RF) Balancing Tech Upgrades and Community Giving to Sharpen Its Competitive Edge?

In January 2026, Regions Financial announced a partnership with payments technology firm Worldpay to upgrade how its business clients accept payments and manage cash flow, while its charitable arm committed US$100,000 in disaster recovery grants across Middle Tennessee and North Mississippi after a major winter storm. Together, the Worldpay collaboration and targeted storm relief efforts highlight Regions Financial’s dual focus on modernizing client services and reinforcing its community...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum Holdings (LITE) One Off Gain Clouds Profitability Turnaround Narrative

Lumentum Holdings (LITE) Q2 2026 earnings snapshot Lumentum Holdings (LITE) reported Q2 2026 revenue of US$665.5 million with basic EPS of US$1.10, alongside quarterly net income of US$78.2 million as the company continued to report profits over the trailing twelve months. The company’s revenue moved from US$402.2 million in Q2 2025 to US$665.5 million in Q2 2026, while quarterly basic EPS shifted from a loss of US$0.88 to a profit of US$1.10 over the same period, indicating a very different...