U.S. Software Stock News

In recent days, Bank of New York Mellon Corporation announced executive leadership changes to unify its wealth solutions and markets businesses, alongside an initiative promoting AI and digital upskilling for community bank executives. Separately, BNY revealed a long-term partnership with the Williams F1 Team, creating a global platform that links its capital markets footprint with the sport’s expanding international fan and client base. We’ll now examine how BNY’s leadership realignment...

Helios Technologies expanded its OpenView™ display platform with integrated CODESYS® functionality. The update gives industrial customers new interoperability options and remote monitoring capabilities for their equipment. The move targets OEMs and system integrators that already use CODESYS® in their control architectures. For investors watching NYSE:HLIO, this product update sits alongside a share price of $70.73 and recent momentum, with the stock up 10.4% over the past week, 25.7% over...

Why PennyMac’s recent quarter has drawn so much attention PennyMac Financial Services (PFSI) surprised the market with fourth quarter 2025 results that included a substantial drop in servicing segment pretax income, triggering a sharp stock sell off and fresh legal scrutiny. See our latest analysis for PennyMac Financial Services. That sharp post earnings sell off sits on top of already weaker momentum, with a 7 day share price return of 34.63% and a 30 day share price return of 28.44% at a...

If you are looking at Centene and wondering whether the recent share price puts it on sale or not, this article walks through what the current price may or may not be offering you in terms of value. The stock recently closed at US$40.96, with returns of a 2.2% decline over 7 days, an 8.3% decline over 30 days, a 2.0% decline year to date, a 32.6% decline over 1 year, a 43.8% decline over 3 years and a 32.9% decline over 5 years, which may catch the eye of investors weighing risk and...

Online learning platform Coursera (NYSE:COUR) recently announced it will report quarterly results on Thursday afternoon, following a prior quarter in which it exceeded analysts’ revenue and EBITDA expectations. With analysts now forecasting year-on-year revenue growth of 7% and adjusted earnings of US$0.06 per share, the upcoming report has become a focal point for how investors assess Coursera’s ability to sustain its operating momentum. We’ll now examine how Coursera’s anticipated revenue...

ZTO Express (Cayman) Inc. (NYSE:ZTO) completed a US$1.5 billion convertible bond offering. The company paired this with a substantial share repurchase through privately negotiated transactions. The combined actions reflect a significant capital structure and capital return move beyond regular earnings updates. ZTO Express, a major player in China’s parcel delivery market, operates at the intersection of e commerce activity and logistics demand. For investors, the new convertible bond and...

Hecto Financial is integrating with Circle Payments Network to support regulated global cross border stablecoin payments using USDC. The partnership aims to offer faster and more secure international transfers to institutions and enterprises, including in South Korea. Hecto previously joined Circle's Arc blockchain testnet, and this move extends that work into live payment services. Circle Internet Group (NYSE:CRCL) is drawing attention as it connects its payments infrastructure with...

In its latest reported quarter, Photronics, Inc. delivered adjusted EPS of US$0.60 versus US$0.45 expected on revenue of US$216,000,000, and sharply raised its 2026 capital expenditure guidance to US$330,000,000 from around US$190,000,000 in 2025. Management also highlighted Photronics’ position as the only U.S.-headquartered producer of trusted photomasks with the country’s only commercial high-end trusted mask facility, underscoring the company’s geopolitical importance in semiconductor...

Adeia Inc. recently reshaped its executive leadership team, appointing Craig Mitchell as chief semiconductor officer, elevating Dr. Mark Kokes to chief revenue officer, naming Bill Thomas chief strategy officer, and confirming the upcoming departure of semiconductor licensing head Dana Escobar in March 2026. This refresh concentrates seasoned IP and semiconductor experts in roles directly responsible for technology vision, licensing revenues, and long-term corporate direction, signaling an...

NGL Energy Partners (NGL) has reported Q3 2026 revenue of US$263.7 million and basic EPS of US$0.38, with net income from continuing operations of US$47.2 million. The partnership has seen quarterly revenue move from US$1.55 billion in Q3 2025 to US$971.1 million in Q4 2025, US$622.2 million in Q1 2026, US$674.7 million in Q2 2026, and US$263.7 million in the latest quarter. Basic EPS has moved from a loss of US$0.18 in Q2 2025 to a profit of US$0.38 in Q3 2026, while trailing twelve month...

eGain (EGAN) has just posted Q2 2026 numbers with revenue of US$23.0 million and basic EPS of US$0.09, setting the stage against a trailing twelve month picture that includes EPS of US$1.32 on revenue of US$90.7 million. The company has seen quarterly revenue move from US$22.4 million in Q2 2025 to US$23.0 million in Q2 2026, while basic EPS shifted from US$0.02 to US$0.09 over the same period. This gives investors a clear read on how the top and bottom lines now feed into a much higher...

Super Micro Computer reported past fiscal second-quarter 2026 results with record net sales of US$12.68 billion and net income of US$400.56 million, while also issuing new guidance calling for at least US$12.30 billion in third-quarter net sales and a minimum of US$40.00 billion for the full fiscal year. A key takeaway is that more than 90% of revenue came from AI-focused rack-scale platforms, with one large data center customer contributing roughly 63% of quarterly sales, highlighting both...

Cencora (COR) opened fiscal Q1 2026 with revenue of about US$85.9 billion and basic EPS of US$2.88, setting the tone for its latest earnings update. The company has seen revenue move from roughly US$79.1 billion in Q4 2024 to US$85.9 billion in Q1 2026, while trailing twelve month EPS has ranged between US$7.60 and US$9.76 over that period, giving investors a clearer view of both top line scale and earnings power. With a reported net margin sitting around 0.5% over the last year and a current...

With no fresh headline catalyst driving TEGNA (TGNA) this week, investors are largely reacting to its recent share performance and fundamentals, including a last close of US$18.92 and annual revenue of US$2.88b. See our latest analysis for TEGNA. Recent trading reflects this mixed picture, with a small 1-day share price return of 0.58% and a 90-day share price return decline of 4.64% sitting alongside a 1-year total shareholder return of 6.02%. This suggests momentum has softened even as long...

Locauto partnership puts Italy toll network in focus for Verra Mobility (VRRM) Verra Mobility (VRRM) just announced a new partnership with Locauto Group in Italy, giving the company access to more than 100 rental locations that sit on one of Europe’s largest toll road networks. The agreement connects Verra Mobility’s electronic toll payment platform with Locauto and its Enterprise, National and Alamo brands, and targets rental demand from over 70 million international visitors and a car...

Aviat Networks (AVNW) has put up a clean Q2 2026 print, with revenue at US$111.5 million and basic EPS of US$0.44, underpinned by net income of US$5.7 million. The company has seen revenue move from US$118.2 million and EPS of US$0.35 in Q2 2025 to US$111.5 million and EPS of US$0.44 in Q2 2026, against a trailing twelve month EPS of US$1.15 on US$446.8 million of revenue. This gives a sense of the earnings base underpinning the latest quarter. For investors, a key focus now is how...

Silgan Holdings (SLGN) capped FY 2025 with Q4 revenue of US$1.47b and basic EPS of US$0.17, alongside trailing twelve month revenue of US$6.48b and EPS of US$2.71 that frame the year’s overall earnings power. Over the past few quarters, the company has seen revenue range from US$1.47b to US$2.01b and quarterly EPS move between US$0.17 and US$1.06, giving investors a clear read on how margins have shifted across the year. See our full analysis for Silgan Holdings. With the headline numbers on...

Archer-Daniels-Midland (ADM) has wrapped up FY 2025 with fourth quarter revenue of US$18.6b, net income of US$456m and EPS of US$0.94, setting the tone for how investors read the year’s compressed profitability. The company has seen quarterly revenue move from US$21.5b and EPS of US$1.17 in Q4 2024 to US$18.6b and EPS of US$0.94 in Q4 2025. Trailing twelve month revenue sits at US$80.3b with EPS of US$2.23, which keeps the focus firmly on how much earnings are being squeezed by thin...

If you are wondering whether Estée Lauder Companies shares offer good value at today’s price, or if the recent excitement has run ahead of the numbers, this article walks you through the key valuation angles to consider. The stock closed at US$119.61, with returns of 4.4% over the last 7 days, 10.6% over the last 30 days, 12.0% year to date and 84.6% over the last year, while the 3 year and 5 year returns stand at 51.2% and 54.8% declines. Recent moves in Estée Lauder’s share price have put...

Digital Turbine (APPS) has just posted Q3 2026 results with revenue of US$151.4 million and Basic EPS of US$0.04, alongside net income of US$5.1 million, putting fresh numbers on a business that is still loss making over the trailing twelve months. The company has seen revenue move from US$118.7 million in Q2 2025 to US$151.4 million in Q3 2026, while quarterly Basic EPS has ranged from losses of around US$0.24 to a small profit of US$0.04, which keeps the focus firmly on how much of that top...

Capri Holdings (NYSE:CPRI) has completed the sale of Versace, reshaping its brand portfolio around Michael Kors and Jimmy Choo. The company reports a significant reduction in net debt following the transaction. Capri has announced a $1b share repurchase program and plans to focus on product and retail initiatives at Michael Kors and Jimmy Choo. For investors watching NYSE:CPRI, this is a meaningful reset for a stock that has faced pressure over longer time frames, with a 3-year return of a...

Marathon Petroleum (MPC) closed out FY 2025 with fourth quarter revenue of US$33.0 billion and basic EPS of US$5.13, alongside net income of US$1,535 million. Its trailing twelve month EPS stood at US$13.27 on revenue of US$133.4 billion and net income of US$4,047 million, underpinned by a 3% net profit margin over the period. The company has seen quarterly revenue range between US$31.6 billion and US$35.2 billion over the last six reported quarters, with basic EPS moving from a loss of...

Fresh industry research on the global interactive kiosk market, which highlights strong growth in self-service automation, has put renewed attention on Zebra Technologies (ZBRA) as investors reassess its role across retail, banking, transport, and healthcare. See our latest analysis for Zebra Technologies. Interactive kiosk optimism has arrived at a time when Zebra’s share price has been volatile, with a 5.19% 1 day share price return and a 3.82% 7 day share price return contrasting with a 1...

Silicon Laboratories (SLAB) just wrapped up FY 2025 with fourth quarter revenue of US$208.2 million and a basic EPS loss of US$0.08, as net income excluding extra items came in at a loss of US$2.7 million. The company has seen quarterly revenue move from US$166.2 million and a basic EPS loss of US$0.73 in Q4 2024 to US$208.2 million and a US$0.08 loss per share in Q4 2025, while trailing twelve month figures show US$784.8 million of revenue and a basic EPS loss of US$1.98. For investors, the...