U.S. Software Stock News

NYSE:EGY
NYSE:EGYOil and Gas

VAALCO Energy Q4 Loss And TTM Turn To Red Test Bullish Profitability Narratives

VAALCO Energy (EGY) closed FY 2025 with Q4 revenue of US$91.0 million and a basic EPS loss of US$0.56, compared with Q4 FY 2024 revenue of US$121.7 million and basic EPS of US$0.11. Over the past year, the trailing twelve month figures moved from revenue of US$479.0 million and basic EPS of US$0.56 at Q4 FY 2024 to revenue of US$359.3 million and a basic EPS loss of US$0.40 by Q4 FY 2025. This sets a challenging backdrop for margins and profitability as investors weigh the company’s...
NasdaqCM:VUZI
NasdaqCM:VUZIElectronic

Vuzix (VUZI) Quarterly Losses Near US$7 Million Reinforce Bearish Cash Burn Narrative

Vuzix (VUZI) has put out its latest FY 2025 numbers with Q3 revenue of about US$1.2 million and a basic EPS loss of US$0.10, alongside a trailing 12 month EPS loss of roughly US$0.49 on revenue of US$5.3 million. Over recent quarters the company has seen revenue move between about US$1.1 million and US$1.6 million while quarterly basic EPS losses have ranged from roughly US$0.10 to US$0.16. As a result, investors may focus less on top line swings and more on how much cash is being burned to...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Ulta Beauty (ULTA) Margin Compression Challenges Bullish Growth Narratives After FY 2026 Results

Ulta Beauty (ULTA) has capped FY 2026 with fourth quarter revenue of US$3.9b and basic EPS of US$8.05, alongside net income of US$356.7m, while full year trailing revenue sits at US$12.4b and EPS at US$25.72. The company has seen quarterly revenue move from US$3.5b and EPS of US$8.50 in Q4 FY 2025 to US$3.9b and EPS of US$8.05 in Q4 FY 2026, with comparable sales for the latest quarter at 5.8% and trailing twelve month same store sales growth at 5.4%. With net income over the last twelve...
NYSE:AXR
NYSE:AXRReal Estate

AMREP (AXR) Net Margin Strengthens To 22.9% And Tests Bearish Earnings Narratives

AMREP (AXR) has released its Q3 2026 scorecard, with Q2 fiscal 2026 revenue of US$9.4 million and basic EPS of US$0.22, alongside trailing twelve month revenue of US$45.9 million and EPS of US$1.97 as investors weigh the latest move in margins. Over the past six reported quarters, the company has seen quarterly revenue range between US$7.5 million and US$19.1 million, while basic EPS has moved between US$0.13 and US$0.88. This provides a clear data trail on how the business has been...
NYSE:KLC
NYSE:KLCConsumer Services

KinderCare Learning Companies (KLC) Quarterly Profit But TTM Losses Undercut Bullish Narratives

KinderCare Learning Companies (KLC) has put up a mixed set of FY 2025 numbers, with third quarter revenue at US$676.8 million and basic EPS of US$0.04, against a trailing twelve month picture that still shows a loss with EPS of US$0.59 on revenue of about US$2.7 billion. Over recent quarters the company has seen revenue move between US$668.2 million and US$700.1 million, while basic EPS ranged from US$0.18 to US$0.33. The latest print now sits at the lower end of that earnings range, so...
NYSE:SUNB
NYSE:SUNBTrade Distributors

Sunbelt Rentals Holdings Q3 Margin Compression Tests Bullish Growth Narratives

Sunbelt Rentals Holdings (SUNB) has put fresh numbers on the board for Q3 2026, reporting revenue of US$2.6b and basic EPS of US$0.69, with net income excluding extra items at US$290m. Over recent quarters the company has seen revenue move from US$2.6b in Q3 2025 to US$2.5b in Q4 2025, then to US$2.8b in Q1 2026 and US$3.0b in Q2 2026. Quarterly EPS ranged from US$0.71 to US$1.11 over that stretch, setting up Q3’s EPS of US$0.69 in a context of shifting profitability. With net profit margin...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group Board Refresh Sparks Questions On Valuation And Share Price

StoneX Group (NasdaqGS:SNEX) has elected John Radziwill as Chairman of the Board. Sean M. O'Connor has been appointed Executive Vice-Chairman following the latest shareholder and board meetings. These board-level changes follow the company’s annual governance cycle and signal a refreshed leadership structure. StoneX Group operates as a global financial services firm connecting clients to a wide range of markets, from commodities and foreign exchange to securities and clearing. For...
NasdaqCM:HNRG
NasdaqCM:HNRGRenewable Energy

Hallador Energy (HNRG) Profitability Turnaround To US$41.9 Million Tests Cautious Earnings Narratives

Hallador Energy (HNRG) just closed out FY 2025 with fourth quarter revenue of US$101.9 million and a small net loss of US$0.24 million, translating to a near flat basic EPS of a US$0.01 loss, against a trailing twelve month picture that shows revenue of US$469.5 million and net income of US$41.9 million, or basic EPS of US$0.98. Over recent quarters, revenue has moved from US$105.2 million in Q3 2024 to US$117.8 million in Q1 2025, US$102.9 million in Q2, US$146.8 million in Q3 and US$101.9...
NasdaqGS:TNXP
NasdaqGS:TNXPBiotechs

Tonix Pharmaceuticals Holding (TNXP) Q4 Loss Deepens Community Concerns Despite Revenue Progress

Tonix Pharmaceuticals Holding (TNXP) just closed out FY 2025 with fourth quarter revenue of US$5.39 million, Basic EPS of a US$3.98 loss, and a net loss excluding extra items of US$46.91 million, putting fresh numbers around a business that is still firmly in investment mode. The company has seen quarterly revenue move from US$2.58 million and Basic EPS of a US$9.77 loss in Q4 2024 to US$5.39 million and Basic EPS of a US$3.98 loss in Q4 2025, giving investors a clearer view of how sales and...
NYSE:CIA
NYSE:CIAInsurance

Citizens (CIA) Margin Compression Challenges Bullish Narratives After FY 2025 Earnings

Citizens (CIA) closed out FY 2025 with fourth quarter revenue of US$72.1 million and basic EPS of US$0.14, alongside net income of US$7.3 million, giving investors a fresh look at how its underwriting and fee streams are translating into bottom line results. The company has seen quarterly revenue move from US$63.5 million in Q4 2024 to US$72.1 million in Q4 2025, with basic EPS shifting from US$0.07 to US$0.14 over the same period. Trailing 12 month EPS across recent quarters has ranged from...
OTCPK:VXRT
OTCPK:VXRTBiotechs

Vaxart (VXRT) Revenue Surge To US$72.4 Million Tests Bearish Decline Narrative

Vaxart (VXRT) has reported another loss making quarter, with Q3 FY 2025 revenue of about US$72.4 million and a basic EPS loss of US$0.04, alongside trailing twelve month revenue of roughly US$148.2 million and a basic EPS loss of US$0.22. Over recent periods, the company has seen quarterly revenue move from US$4.9 million in Q3 FY 2024 to US$15.2 million in Q4 FY 2024, then to US$20.9 million in Q1 FY 2025 and US$39.7 million in Q2 FY 2025. Basic EPS losses have ranged from US$0.09 in Q2 FY...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Cadre Holdings (CDRE) Valuation Check After Recent Share Price Weakness

Cadre Holdings: Recent Moves and Context for Investors Cadre Holdings (CDRE) has been under pressure recently, with the stock showing negative returns over the past week, month, and past 3 months. This may prompt investors to reassess expectations and risk tolerance. See our latest analysis for Cadre Holdings. Despite the recent pressure, the 1-year total shareholder return of a 5.1% decline contrasts with a 72.1% gain over three years. This suggests that short term momentum has faded while...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Assessing Payoneer Global (PAYO) After Steep Share Price Declines

If you are wondering whether Payoneer Global's share price offers good value right now, you are not alone. This article focuses squarely on what the current market price might be implying. Payoneer Global's share price closed at US$4.43, with returns of an 8.7% decline over 7 days, a 26.2% decline over 30 days, an 18.6% decline year to date, a 37.6% decline over 1 year, a 27.7% decline over 3 years and a 60.2% decline over 5 years. Recent coverage around Payoneer Global has focused on its...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Is It Too Late To Consider Ross Stores (ROST) After A 72% One-Year Surge?

If you are wondering whether Ross Stores is still reasonably priced after its strong run, this article will walk through what the current share price might imply about value. The stock recently closed at US$209.84, with returns of 9.1% over the last 30 days and 72.4% over the past year. The 7-day return of a 2.3% decline shows that shorter term sentiment can look quite different to the longer trend. Recent coverage of Ross Stores has focused on its role as a large off price retailer and how...
NYSE:CRC
NYSE:CRCOil and Gas

Is It Time To Reassess California Resources (CRC) After Its Recent Share Price Swings?

If you are looking at California Resources and wondering whether the current share price reflects its true worth, you are not alone. The stock closed at US$61.47 recently, after a 5.1% decline over the last 7 days, an 8.3% gain over 30 days, and returns of 32.5% year to date and 45.6% over the last year. These moves have come as investors continue to track company specific developments and broader energy sector sentiment, with recent attention on how producers are positioning themselves...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM’s Accelerated Buyback And Tech Hire Put Valuation In New Focus

SLM Corporation (NasdaqGS:SLM) has entered into a $200 million accelerated share repurchase agreement under its existing $500 million share repurchase authorization. The ASR is structured to reduce the company’s share count more quickly than open market buybacks. SLM has also appointed Steve Turner as Chief Technology and Enablement Officer, adding new leadership focused on technology efforts. SLM is a major player in education financing and related services, operating in a sector that...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Veeva Systems Buys Ostro As AI Deal Undervalues Share Price

Veeva Systems (NYSE:VEEV) has acquired Ostro, a life sciences brand engagement platform that uses advanced AI for compliant communications with patients and doctors. The deal adds AI driven conversational capabilities to Veeva’s commercial offering for pharmaceutical and biotech customers. Ostro focuses on compliant, personalized engagement for healthcare professionals and patients across digital channels. Veeva Systems enters this deal with a share price of $178.88 and a mixed return...
NYSE:AMRC
NYSE:AMRCConstruction

Is It Time To Reassess Ameresco (AMRC) After Its Recent Share Price Pullback?

If you are wondering whether Ameresco's current share price reflects its true worth, you are not alone. This article will walk through what the numbers are actually saying about value. Ameresco's stock has pulled back recently, with returns of a 3.9% decline over 7 days, a 26.7% decline over 30 days and a 19.4% decline year to date, even though the 1-year return sits at 134.4%, while 3-year and 5-year returns are a 42.7% decline and a 43.9% decline respectively. Recent news coverage around...
NYSE:NVST
NYSE:NVSTMedical Equipment

Has Envista Holdings (NVST) Pulled Back Too Far After Recent Share Price Weakness?

If you are wondering whether Envista Holdings is attractively priced right now, this article will walk through what the current share price might be implying about its value. The stock last closed at US$25.44, with a 56.6% return over the past year, a 17.3% gain year to date, but declines of 8.9% over 7 days and 15.7% over 30 days that may have shifted how investors think about its risk and reward. Recent news flow around Envista has focused on its position in the healthcare space and how...
NasdaqGM:AIRO
NasdaqGM:AIROAerospace & Defense

Could AIRO Group Holdings' Drone Focus and Vertical Integration Redefine Its Defense Narrative (AIRO)?

On March 11, 2026, AIRO Group Holdings, Inc. presented at the Cantor Global Technology & Industrial Growth Conference in New York, with Executive Chairman Chirinjeev Kathuria, CEO Joe Burns, and CFO Mariya Pylypiv outlining the company’s integrated aerospace and defense offering. The focus on defense-oriented drones, proprietary technology and vertically integrated manufacturing, together with R&D and government certifications, underscored AIRO’s effort to build recurring revenue across...
NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

ICU Medical Confronts Revenue Strain As Valuation Signals Potential Upside

ICU Medical, NasdaqGS:ICUI, is dealing with ongoing revenue stagnation and rising capital intensity that point to operational and market pressures. Future sales are projected to decline, alongside shrinking free cash flow margins, highlighting concerns about the company’s ability to convert revenue into cash. These developments are emerging as fresh issues for investors and other stakeholders who follow ICU Medical’s financial and competitive position. ICU Medical’s current share price of...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

Is CorVel’s (CRVL) Debt-Free Strength a Hidden Edge in Claims Management or Just Prudence?

Recent analysis highlighted that CorVel passed a high-quality investment screen, underpinned by very large returns on invested capital and a debt-free balance sheet in its cost containment and claims management business. This focus on financial strength and operational resilience has drawn attention from investors who prioritize durable business models and conservative balance sheets. Next, we’ll examine how CorVel’s debt-free position shapes its investment narrative in light of the latest...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

Playtika Leadership Shakeup Puts Capital Allocation And Governance In Focus

Playtika Holding (NasdaqGS:PLTK) announced that Chief Financial Officer and President Craig Abrahams will resign effective April 1, 2026. Tae Lee, who has corporate finance experience at Playtika and Meta, will become acting CFO when the change takes effect. Board Chairperson Robert Antokol will also assume the role of President, taking on an expanded leadership position. Playtika operates in the mobile gaming sector, where user engagement, live operations and content updates tend to matter...
NYSE:FLR
NYSE:FLRConstruction

Fluor’s Bucharest Nuclear Push Tests Growth Ambitions And Risk Controls

Fluor (NYSE:FLR) is opening a new office in Bucharest, Romania to support advanced nuclear energy projects in Eastern Europe. The office will focus on major Romanian projects, including the Doicești small modular reactor installation and the expansion of the Cernavodă nuclear power plant. This move reflects Fluor’s broader push into European nuclear infrastructure and clean energy solutions. For you as an investor, the Bucharest office highlights how Fluor is positioning its engineering and...