U.S. Software Stock News

NYSE:MAGN
NYSE:MAGNForestry

Magnera (MAGN) Narrowing Losses In Q1 2026 Challenges Bearish Profitability Narratives

Magnera (MAGN) just opened Q1 2026 with revenue of US$792 million and a basic EPS loss of US$0.96 per share, setting the tone for another quarter where top line and per share losses stay front and center for investors. Over the past year, the company has seen quarterly revenue move from US$702 million in Q1 2025 to US$792 million in Q1 2026, while basic EPS has ranged from a loss of US$1.69 in Q1 2025 to a loss of US$0.96 most recently, leaving margins under pressure and keeping the path to...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Buyout Of Bluejay Shifts Rare Liver Story Beyond Livmarli

Mirum Pharmaceuticals agreed to acquire Bluejay Therapeutics, adding a late stage hepatitis D candidate to its rare liver disease pipeline. The deal expands Mirum's portfolio beyond its existing bile acid products, including those acquired from Travere Therapeutics. The company aims to widen its reach in rare liver diseases by reducing reliance on a single product and broadening treatment options for patients. Mirum Pharmaceuticals (NasdaqGM:MIRM), recently trading at about $98.23 per...
NYSE:AMPX
NYSE:AMPXElectrical

A Look At Amprius Technologies (AMPX) Valuation After New Nanotech Energy Manufacturing Partnership

Why the Nanotech Energy deal matters for Amprius shares Amprius Technologies (AMPX) is back in focus after announcing a manufacturing partnership with Nanotech Energy, its first U.S. based production ally, securing a domestic supply chain for high performance silicon battery cells. The agreement is geared toward mission critical customers such as L3Harris Technologies and is designed to fit updated National Defense Authorization Act sourcing rules, which prioritize trusted domestic suppliers...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant Travel (ALGT) Turns Q4 Profit Of US$31.9m And Tests Bearish Loss Narratives

Allegiant Travel posts mixed FY 2025 finish as profitability swings quarter to quarter Allegiant Travel (ALGT) closed out FY 2025 with fourth quarter revenue of US$656.2 million and basic EPS of US$1.76, alongside net income of US$31.9 million. The trailing twelve months still show a loss, with EPS at US$2.48 and net income of US$44.7 million. The company has seen quarterly revenue shift between US$561.9 million and US$699.1 million across 2025, with EPS moving from a loss of US$3.62 in Q2 to...
NYSE:ASGN
NYSE:ASGNIT

ASGN (ASGN) Margin Compression In Q4 FY 2025 Challenges Bullish Narratives

ASGN (ASGN) has wrapped up FY 2025 with fourth quarter revenue of US$980.1 million and basic EPS of US$0.59, set against trailing twelve month revenue of US$3.98 billion and EPS of US$2.62. Over recent periods, quarterly revenue has ranged from US$968.3 million to US$1.02 billion, while basic EPS has moved between US$0.48 and US$0.96. This gives investors a clear read on how top line scale and per share earnings have tracked into the latest full year. With net profit margins tighter than a...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

Is Innovative Industrial Properties (IIPR) A Potential Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Innovative Industrial Properties is starting to look like a value opportunity or remains a value trap, this article will walk you through what the current price might be implying. The stock last closed at US$47.70, with returns of a 1.6% decline over 7 days, 1.9% decline over 30 days, 3.6% decline year to date, 26.0% decline over 1 year, 26.4% decline over 3 years and 66.3% decline over 5 years, which may change how investors think about its risk and...
NYSE:SOC
NYSE:SOCOil and Gas

Sable Offshore Legal Disputes Put Pipeline Control And Governance In Focus

Sable Offshore (NYSE:SOC) is contesting federal and state actions over control of key oil pipelines tied to its Santa Ynez operations. The California Attorney General has filed a lawsuit to stop a federal transfer of regulatory oversight for these pipelines. Separately, the company faces SEC and federal investigations into alleged selective disclosure of sensitive information to certain investors. Sable Offshore focuses on offshore oil production, with its Santa Ynez operations and related...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Is Northern Trust (NTRS) Fairly Priced After A 33% One Year Share Price Climb

If you are wondering whether Northern Trust's current share price lines up with its underlying value, this article will walk through what the numbers are actually saying. The stock last closed at US$147.48, with returns of 2.3% over the past 30 days, 5.9% year to date and 33.2% over the past year. These moves may have changed how investors think about both its potential and its risks. Recent coverage around Northern Trust has focused on its position in diversified financials and broader...
NYSE:RAL
NYSE:RALElectronic

Ralliant (RAL) Earnings Collapse To US$1.4b Q4 Loss Challenges Bullish Margin Narratives

Ralliant (RAL) has closed out FY 2025 with Q4 revenue of US$554.6 million and a basic EPS loss of US$12.17, while on a trailing twelve month basis revenue was US$2.1 billion with a basic EPS loss of US$10.84. The company has seen quarterly revenue move from US$548.1 million in Q4 2024 to US$554.6 million in Q4 2025, alongside a swing in basic EPS from US$0.73 in Q4 2024 to a loss of US$12.17 in Q4 2025, setting up a results season in which investors will be weighing compressed margins against...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime (SITM) Quarterly Profit Arrival Tests Bullish Growth Narratives Against Long Loss History

SiTime (SITM) closed out FY 2025 with Q4 revenue of US$113.3 million and basic EPS of US$0.35, alongside net income of US$9.2 million, giving investors a clean look at how the business is currently converting sales into earnings. Over the past year, the company has seen quarterly revenue move from US$57.7 million in Q3 FY 2024 to US$68.1 million in Q4 FY 2024 and then to US$113.3 million in Q4 FY 2025, while basic EPS shifted from a loss of US$0.80 in Q4 FY 2024 to a profit of US$0.35 in the...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream’s Aris Water Deal Reshapes Delaware Basin Value Case

Western Midstream Partners (NYSE:WES) has completed its acquisition of Aris Water Solutions, expanding its water management footprint in the Delaware Basin. The deal includes extended infrastructure agreements with key producers, aimed at securing long term volume commitments and operational scale. Management expects the transaction to be accretive, with potential cost efficiencies and stronger cash generation from the combined water platform. With WES units last closing at $41.26, the...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG) Margin Improvement Reinforces Bullish Narratives Despite Forecast Revenue Declines

Everest Group (EG) has just closed out FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$10.77, alongside trailing 12 month EPS of US$37.80 on revenue of US$17.5b that tracks a year earlier TTM revenue base of US$17.2b and EPS of US$31.80. Over the past few reported quarters, revenue has moved in a tight band between US$4.3b and US$4.5b while quarterly EPS has ranged from US$4.92 to US$16.08, giving investors plenty to consider in terms of earnings power and the quality of...
NYSE:CPK
NYSE:CPKGas Utilities

Chesapeake Utilities (CPK) Valuation Check After Recent Share Price Momentum And Infrastructure Investment Plan

What Chesapeake Utilities Stock’s Recent Moves May Be Telling You Chesapeake Utilities (CPK) has quietly put up a mixed set of returns, with gains over the past month and past year offset by a modest decline across the past 3 months. This performance is prompting a closer look at the stock’s profile. See our latest analysis for Chesapeake Utilities. With the share price at $131.99, Chesapeake Utilities has seen short term momentum build with a 1 month share price return of 8.4%, while the 1...
NYSE:ECL
NYSE:ECLChemicals

Is It Too Late To Consider Ecolab (ECL) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Ecolab is still fairly priced after a strong run, this article walks through what the current market price might be implying about the stock's value. The shares recently closed at US$287.19, with returns of 1.5% over 7 days, 5.8% over 30 days, 9.3% year to date, 16.0% over 1 year, 103.5% over 3 years and 40.2% over 5 years, which can influence how investors think about both potential and risk. Recent news around Ecolab has focused on its role as a major player in...
NYSE:AVB
NYSE:AVBResidential REITs

AvalonBay Communities (AVB) Q4 FFO Loss Challenges Bullish Apartment REIT Narratives

AvalonBay Communities (AVB) has wrapped up FY 2025 with Q4 revenue of US$767.3 million and basic EPS of US$1.17, alongside net income of US$166.4 million, while trailing twelve month revenue reached about US$3.0 billion with EPS of US$7.40 and net income of US$1.1 billion. Over recent periods the company has seen quarterly revenue move from US$744.8 million in Q1 2025 to US$767.3 million in Q4 2025, with basic EPS ranging between US$1.66 and US$2.68 along the way. This gives investors a...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Is Neogen (NEOG) Mispriced After Its Recent 51% Year To Date Rally

If you are wondering whether Neogen's current share price reflects its true worth, looking closely at how the market is valuing the business can help you frame your next move. The stock last closed at US$10.59, with returns of 3.7% over 7 days, 42.9% over 30 days and 51.3% year to date. The 1 year, 3 year and 5 year returns stand at a 0.7% decline, 46.6% decline and 75.7% decline respectively. Recent coverage around Neogen has focused on its position within the healthcare sector and how...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Is It Time To Reassess PDD Holdings (PDD) After Recent Share Price Weakness?

If you are wondering whether PDD Holdings is attractively priced or already reflects its potential, you are not alone. This article is built to help you frame that question clearly. The stock recently closed at US$101.52, with returns of a 1.1% decline over 7 days, a 17.2% decline over 30 days, a 12.3% decline year to date and a 9.9% decline over 1 year, compared with an 8.1% gain over 3 years and a 49.2% decline over 5 years. Recent attention around PDD Holdings has centered on its position...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is It Time To Reassess T. Rowe Price (TROW) After Recent Share Price Weakness?

If you are looking at T. Rowe Price Group and wondering whether the current share price reflects fair value, this article will walk through that question step by step. The stock last closed at US$92.06, with returns of 12.2% decline over 7 days, 15.5% decline over 30 days, 12.0% decline year to date, 13.0% decline over 1 year, 9.5% decline over 3 years, and 29.8% decline over 5 years, which may influence how you think about both risk and potential opportunity. Recent news around asset...
NYSE:GEO
NYSE:GEOCommercial Services

Has GEO Group (GEO) Fallen Too Far Given DCF And P/E Valuation Signals

If you are wondering whether GEO Group is attractively priced right now or if the recent share moves are a warning sign, this article walks through what the current price might be implying. The stock closed at US$15.48, with returns of a 5.3% decline over the last 7 days, a 4.0% decline over 30 days, a 2.8% decline year to date, a 43.8% decline over 1 year, but gains of 28.6% over 3 years and 75.7% over 5 years, which gives a mixed picture for anyone thinking about risk and reward. Recent...
NYSE:TREX
NYSE:TREXBuilding

Trex’s Outlook Cut And Margin Caution Might Change The Case For Investing In Trex Company (TREX)

Trex Company, the world’s largest producer of composite decking and railing, recently reported past-quarter net sales of US$285 million and adjusted EBITDA of US$90 million, but lowered its full-year 2025 outlook to US$1.15–US$1.16 billion in sales and 28.0–28.5% adjusted EBITDA margins amid softer Repair & Remodel demand. Management’s decision to cut production, normalize inventories, and flag potential 2026 gross margin headwinds from product mix and higher depreciation underscores a shift...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde’s Clean Energy Expansion Tests Valuation And Long Term Growth Story

Linde (NasdaqGS:LIN) is accelerating its global clean energy plans with major hydrogen and ammonia projects in Germany and the U.S. The company agreed to acquire Middle East industrial gases company Airtec as part of its broader international expansion. Linde outlined up to $50b of future green investments across hydrogen, ammonia and related infrastructure. The group is increasing investment to support the commercial space launch sector in the U.S. CEO Sanjiv Lamba is set to assume the...
NYSE:DCH
NYSE:DCHAuto Components

Is Dauch’s ESOP-Focused Shelf Registration And Capital Shift Altering The Investment Case For DCH?

Dauch Corporation, formerly American Axle & Manufacturing Holdings, Inc., recently rebranded, increased its share capital, and filed a US$41.71 million shelf registration for 5,250,000 common shares tied to an ESOP-related offering. These corporate actions collectively signal a reshaped capital structure and ownership framework that could influence how investors interpret the company’s long-term direction and governance. Next, we’ll examine how the ESOP-related shelf registration shapes...
NYSE:KMPR
NYSE:KMPRInsurance

Kemper (KMPR) Underwriting Loss And Weaker Margins Challenge Bullish Earnings Growth Narratives

Kemper FY 2025 Results: Earnings Pressure Despite Solid Top Line Kemper (KMPR) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and a basic EPS loss of US$0.14, as net income excluding extra items came in at a loss of US$8 million. The company has seen quarterly revenue move from US$1.19 billion in Q1 2025 to US$1.23 billion in Q2 and US$1.24 billion in Q3, before landing at US$1.14 billion in Q4. Basic EPS shifted from US$1.56 in Q1 and US$1.14 in Q2 to losses of US$0.34...
NYSE:COHR
NYSE:COHRElectronic

Coherent (COHR) EPS Rebound To US$0.87 Tests Bullish Growth Narratives

How Coherent’s Q2 2026 Numbers Set the Stage for the Next Chapter Coherent (COHR) has put fresh numbers on the table, with Q2 2026 revenue of about US$1.7b and basic EPS of US$0.87, giving investors a clean view of how the business is currently earning per share at its US$209.24 share price. The company has seen quarterly revenue move from US$1.43b in Q2 2025 to US$1.69b in Q2 2026, while basic EPS shifted from US$0.46 to US$0.87 over the same period, set against a trailing twelve month EPS...