U.S. Software Stock News

NYSE:AFG
NYSE:AFGInsurance

American Financial Group Margin Softness Challenges Bullish Profitability Narratives

American Financial Group (AFG) has wrapped up FY 2025 with fourth quarter revenue of US$2.2b and basic EPS of US$3.59, alongside net income of US$299m. Its trailing twelve month figures sit at US$8.2b of revenue and EPS of US$10.08 on net income of US$842m. Over recent periods, quarterly revenue has ranged from US$1.8b to US$2.3b, while basic EPS has moved between roughly US$1.84 and US$3.59. This gives investors a clear view of how earnings track alongside top line shifts. With a trailing...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

Assessing DLocal (DLO) Valuation As Its Emerging Markets Payments Platform Extends Reach And Product Offering

DLocal (DLO) is back in focus after highlighting the reach of its emerging market payments platform across more than 40 countries, alongside new BNPL, tokenized payment and stablecoin offerings. Fresh partnerships with Western Union, Google, Capitec, Bolt, Fireblocks and Grey are widening its network and giving investors more detail on how DLocal is trying to deepen its role in cross border payment flows. See our latest analysis for DLocal. Despite the product rollouts and new partnerships,...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

A Look At Axcelis Technologies (ACLS) Valuation After Recent Mixed Share Price Performance

Why Axcelis Technologies is on investors’ radar today Axcelis Technologies (ACLS) has drawn fresh attention after a period of mixed share performance, with a 1 day decline, a weaker past week and month, but a slightly positive past 3 months. For investors, that kind of uneven return profile often raises questions about how the current share price lines up with Axcelis’s actual business results and long term prospects in semiconductor equipment. See our latest analysis for Axcelis...
NYSE:BHE
NYSE:BHEElectronic

Benchmark Electronics (BHE) Margin Compression Reinforces Bearish Narratives Despite Revenue Progress

Benchmark Electronics (NYSE:BHE) has wrapped up FY 2025 with fourth quarter revenue of US$704.3 million and basic EPS of US$0.17, alongside net income excluding extra items of US$6.0 million, putting the spotlight firmly on how efficiently that top line is translating into profit. The company has seen quarterly revenue move from US$656.9 million and EPS of US$0.51 in Q4 2024 to US$704.3 million and EPS of US$0.17 in Q4 2025, with trailing twelve month EPS at US$0.69, which sets up a close...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is TPG’s (TPG) Tech-Driven Insurance Push Reframing Its Core Value-Creation Playbook?

TPG has launched Third Wave Insurance, a new technology-focused retail insurance brokerage led by industry veteran Brian Bair, alongside its first partnership with Palmer & Cay, a long-established independent brokerage in the Southeastern U.S. that will keep its brand and leadership under CEO Jack Cay. This move highlights TPG’s push to build a modern insurance distribution platform by combining digital tools with Palmer & Cay’s longstanding regional franchise and sector expertise. Next,...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Evolv School Security Expansion And What It May Mean For EVLV Stock

Evolv Technologies Holdings expanded its partnership with East Baton Rouge Parish Schools to deploy additional AI-based weapons detection systems across more campuses. The rollout extends the use of Evolv’s security technology across the Louisiana school district as part of its broader safety initiatives. Evolv Technologies Holdings, listed as NasdaqCM:EVLV, is drawing fresh attention as its AI-based weapons detection systems reach more K 12 schools in East Baton Rouge Parish. The company’s...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Is Adsett’s Board Appointment And Breakthrough DT120 Status Altering The Investment Case For Definium Therapeutics (DFTX)?

Definium Therapeutics, Inc. recently appointed veteran biopharmaceutical executive Roger Adsett to its Board of Directors, effective January 29, 2025, while analysts initiated positive coverage emphasizing its late-stage brain health pipeline, including FDA Breakthrough Therapy Designation for DT120 in generalized anxiety disorder. Adsett’s extensive track record in global drug launches and building commercial organizations at companies such as Insmed, Shire, and AstraZeneca adds experienced...
NYSE:UGI
NYSE:UGIGas Utilities

UGI’s Earnings Miss And LPG Divestitures Could Be A Game Changer For UGI (UGI)

UGI Corporation has reported fiscal first-quarter 2026 results, with revenue rising to US$2,083 million while net income fell to US$297 million, alongside earnings per share that came in just below analyst expectations. Alongside these mixed results, UGI is reshaping its business through LPG divestitures and the newly created Chief Strategy Officer role to sharpen its enterprise strategy. Against this backdrop, we’ll examine how the earnings miss and ongoing portfolio reshaping influence...
NYSE:RES
NYSE:RESEnergy Services

Is RPC (RES) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether RPC's current share price offers good value or just more volatility, you are not alone. A closer look at its valuation can help frame that decision. The stock recently closed at US$5.66, with returns of a 10.9% decline over the past week, a 2.1% decline over the last month, a 2.4% gain year to date, and a 6.1% decline over the past year. The 3 year return is a 34.7% decline and the 5 year return is a 19.9% gain. Recent commentary around RPC has focused on how its...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries Q1 Net Margin Strength Tests Valuation Concerns For Bulls And Bears

Q1 2026 snapshot and how it fits the Powell Industries story Powell Industries (POWL) opened fiscal 2026 with Q1 revenue of US$251.2 million and basic EPS of US$3.42, setting a clear benchmark for how its current earnings power looks heading into the rest of the year. The company reported quarterly revenue of US$241.4 million and EPS of US$2.89 in Q1 2025 compared with US$251.2 million and EPS of US$3.42 in Q1 2026. Trailing 12 month EPS reached US$15.51 on revenue of about US$1.1 billion,...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

FuboTV (FUBO) Loss Narrows To US$6m In Q1 2026 Testing Bullish Turnaround Narrative

FuboTV (FUBO) kicked off Q1 2026 with revenue of about US$1.5b and a basic EPS loss of US$0.02, alongside net income excluding extra items of a US$6.0m loss. The company has seen quarterly revenue move from US$1.06b in Q4 2024 to US$1.11b in Q1 2025 and US$1.55b in Q1 2026, while trailing twelve month basic EPS sits at a loss of US$0.35 and net income excluding extra items at a US$123.7m loss. That mix of strong top line scale and ongoing losses sets up a results season in which investors...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital Q4 Loss Challenges Bullish Narratives Around Earnings Turnaround

Galaxy Digital (NasdaqGS:GLXY) just closed FY 2025 with Q4 revenue of about US$10.2 billion and a basic EPS loss of US$2.69, as net income remained in the red at a loss of US$481.7 million. Over recent quarters the company has seen revenue range from roughly US$10.2 billion to US$29.2 billion, with EPS swinging between a loss of US$2.69 and a profit of US$1.19. This underscores how volatile the earnings profile has been around a current share price of US$20.16. For investors, the latest print...