U.S. Software Stock News

NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Valuation Check After Loss-Making Year And Lowered 2026 Revenue Guidance

Why FMC’s latest earnings and guidance matter for shareholders FMC (FMC) recently reported a fourth quarter and full year 2025 loss and paired those results with 2026 revenue guidance that points to a 5% decline at the midpoint for both the first quarter and full year. Management cited delayed customer collections in Brazil, the sale of its India business, and increased generic competition as ongoing headwinds. The company also filed a shelf registration for an employee stock plan, which adds...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Singapore Airshow Deals Highlight Long Term Revenue And Valuation Setup

RTX (NYSE:RTX) announced a series of new aerospace partnerships and multi-year service commitments at the Singapore Airshow. Subsidiaries Collins Aerospace, Pratt & Whitney, and Raytheon secured agreements with multiple Asia Pacific airlines and government entities. Pratt & Whitney received a substantial GTF engine order and associated maintenance contract from Vietjet Air. RTX signed memoranda with the Singapore Economic Development Board that include record investment commitments in...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners Asset Management (APAM) Net Margin Improvement Challenges Cautious Earnings Narratives

Artisan Partners Asset Management (APAM) closed FY 2025 with fourth quarter revenue of US$335.5 million and basic EPS of US$1.44, while trailing twelve month revenue came in at about US$1.2 billion with EPS of US$4.43. Over the past year, revenue has moved from US$1.11 billion to roughly US$1.2 billion and EPS has shifted from US$3.66 to US$4.43 on a trailing basis, setting a clear earnings benchmark for investors watching the trend. With net profit margin higher than a year ago and headline...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

What Is Freshworks' (FRSH) Investment Narrative?

To own Freshworks, you must believe the company is successfully evolving from a simple help-desk provider into a sophisticated enterprise AI partner. The core bet is that their "Freddy AI" agents will move beyond hype to become an essential, high-margin revenue engine that makes their software indispensable to large corporations, not just small businesses.
NYSE:YUM
NYSE:YUMHospitality

Will Yum’s Pizza Hut Overhaul and Dividend Hike Reshape Yum! Brands' (YUM) Investment Narrative?

Yum! Brands has reported its fourth-quarter and full-year 2025 results, showing higher revenue and net income versus 2024, while the board approved a 6% increase in the quarterly dividend to US$0.75 per share, payable on March 6, 2026 to shareholders of record on February 20, 2026. Alongside strong contributions from Taco Bell and KFC, management launched a review of Pizza Hut that includes closing 250 underperforming U.S. locations and exploring options such as a potential sale, signaling a...