U.S. Software Stock News

Brandywine Realty Trust (BDN) just wrapped up FY 2025 with Q4 revenue of US$106.8 million and a basic EPS loss of US$0.21, while funds from operations came in at US$14.6 million. This puts the focus squarely on how efficiently cash flows are being generated from its office portfolio. The company has reported quarterly revenue between US$77.4 million in Q4 2024 and US$111.2 million in Q1 2025, alongside EPS losses that ranged from US$0.15 to US$0.96 over the disclosed periods. This gives...

CyberArk Software (CYBR) has wrapped up FY 2025 with fourth quarter revenue of US$372.7 million and a basic EPS loss of US$0.34, setting the tone for a year where growth in the top line sat alongside continued pressure on earnings. Over the past few quarters, revenue has moved from US$317.6 million in Q1 2025 to US$372.7 million in Q4, while basic EPS has swung from a profit of US$0.23 in Q1 to losses of US$1.81 in Q2, US$1.00 in Q3 and US$0.34 in Q4. This highlights how revenue expansion has...

Fifth Third Bancorp (FITB) has drawn fresh attention after recent share gains, with the stock up over the past week, month, and past 3 months. This performance has prompted investors to reassess its current valuation. See our latest analysis for Fifth Third Bancorp. While the recent 7 day share price return of 8.85% has caught attention, the stronger 27.15% 90 day share price return alongside a 27.47% 1 year total shareholder return suggests momentum has been building over both shorter and...

Intuitive Surgical (ISRG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached US$10.1b and basic EPS came in at US$8.00. The company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.9b in Q4 2025, while basic EPS over the same quarters went from US$1.92 to US$2.24, with trailing twelve month net income at US$2.9b providing a clear read on earnings power. With a trailing net margin...

Evercore (EVR) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$5.27, alongside trailing twelve month revenue of US$3.9b and EPS of US$15.29 that reflect a 56.5% earnings rise over the last year and a move in net profit margin from 12.7% to 15.4%. The firm has seen quarterly revenue step from US$734.9m in Q3 2024 to US$975.3m in Q4 2024 and then to US$1.3b in Q4 2025, while basic EPS has moved from US$2.05 to US$3.67 to US$5.27 over the same stretch. This sets...

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...

Wave Life Sciences (WVE) is back in full control of its RNA editing candidate WVE-006 for alpha-1 antitrypsin deficiency after GSK returned global rights, and the company now plans to pursue an FDA accelerated approval path. See our latest analysis for Wave Life Sciences. The latest WVE-006 update comes after a sharp 69.16% 90 day share price return and a 1 year total shareholder return of 8.91%. Longer term holders have seen a 3 year total shareholder return of 181.22%, suggesting momentum...

Hancock Whitney Corporation recently announced that its board approved an 11.1% increase in the regular first-quarter 2026 common stock cash dividend to US$0.50 per share, payable on March 16, 2026 to shareholders of record on March 5, 2026. This dividend hike highlights the bank’s willingness to return more cash to investors, often interpreted as a sign of confidence in its financial position and earnings durability. We’ll now examine how this higher quarterly dividend shapes Hancock...

If you are wondering whether Celanese is pricing in too much fear or too much optimism right now, you are not alone. This article is here to help you frame that question clearly. The stock recently closed at US$52.81, with returns of 14.4% over 7 days and 24.0% over 30 days. However, that sits alongside a 25.3% year to date gain and multi year returns of a 24.3% decline over 1 year, a 54.5% decline over 3 years and a 55.6% decline over 5 years. These mixed return figures sit against an...

Ladder Capital recently reported quarterly results after the market open, following earlier analyst expectations for an 18.9% year-on-year revenue decline and pressure from a mixed history of meeting revenue estimates. The combination of forecast revenue weakness and several past revenue misses has heightened attention on how reliably Ladder Capital can deliver against market expectations. Next, we’ll examine how concerns about a potential revenue decline and earnings consistency shape...

If you are wondering whether Harrow's share price still makes sense after its recent run, or if you are looking at something that is already priced for perfection, this article is for you. Over the last week Harrow returned 10.8%, after a 13.9% decline over the past month, with a 5.4% decline year to date, a 52.8% return over 1 year, and a very large 3-year gain of more than 7x. Recent coverage has focused on Harrow's position in the pharmaceuticals space and investor interest in its share...

RenaissanceRe Holdings (RNR) just wrapped up FY 2025 with fourth quarter revenue of US$3.0b, basic EPS of US$16.82 and net income of US$739.0m, alongside a combined ratio of 71.4%. This gives investors a fresh read on both growth and underwriting performance. The company reported quarterly revenue of US$2.3b in Q4 2024 and US$3.0b in Q4 2025, while basic EPS moved from a loss of US$3.89 to a profit of US$16.82 over the same period. This set the stage for a year in which trailing twelve month...

Matthews International (MATW) opened Q1 2026 with revenue of US$284.8 million and basic EPS of US$1.39, setting a very different tone from the loss making quarters that featured in recent history. Over the last year, the company has seen quarterly revenue move from US$401.8 million in Q1 2025 to a peak of US$446.7 million in Q4 2024 before landing at US$284.8 million this quarter. EPS has swung from a loss of US$0.11 in Q1 2025 and a loss of US$2.21 in Q4 2024 to a profit of US$1.39 in the...

Yum China FY 2025 Earnings Snapshot Yum China Holdings (YUMC) closed FY 2025 with fourth quarter revenue of US$2.8 billion and basic EPS of US$0.39, alongside net income of US$140 million, while on a trailing twelve month basis the company generated US$11.8 billion of revenue and EPS of US$2.52. Over the past year, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, with basic EPS changing from US$0.30 to US$0.39 across those periods, and trailing twelve month net...

MPLX (NYSE:MPLX) reported strong full year results and a sizeable increase in its cash distribution. The company is committing significant capital to natural gas and NGL growth projects in key basins. Management has outlined a plan that targets continued income growth through at least the end of the decade. At a share price of $55.59, NYSE:MPLX has delivered a 9.6% return over the past year and a very large gain over the past 5 years, along with a 102.3% return over 3 years. These returns...

Fortive FY 2025 Earnings Snapshot Fortive (FTV) closed out FY 2025 with fourth quarter revenue of US$1,122.5 million and basic EPS of US$0.61, while its trailing twelve month net profit margin sat at 12.8% compared with 13.4% a year earlier. Over the past year, the company has reported trailing revenue of US$4.2 billion alongside net income from continuing operations of US$532.7 million. These results come against a five year pattern where earnings have compounded lower by 13.4% annually and...

T. Rowe Price Group (TROW) just wrapped up FY 2025 with fourth quarter revenue of US$1.9 billion and basic EPS of US$1.99, alongside net income of US$434.2 million, as the asset manager continued to translate its fee base into solid earnings. Over the past few quarters, revenue has moved from US$1.72 billion in Q2 2025 to US$1.89 billion in Q3 and US$1.93 billion in Q4, while basic EPS shifted from US$2.24 to US$2.88 and then US$1.99. This sets up a mixed but still profitable backdrop for the...

If you are wondering whether Viatris shares still offer value at around US$14.36, you are not alone; many investors are asking the same question right now. The stock has posted returns of 10.7% over 7 days, 16.1% over 30 days, 15.2% year to date, 37.8% over 1 year, 38.2% over 3 years and a 4.5% decline over 5 years, which has drawn attention to how the market is currently pricing the business. Recent news flow around Viatris has focused on its positioning within the pharmaceuticals and...

If you are wondering whether Principal Financial Group's recent share price reflects fair value or leaves some room on the table, this breakdown is designed to help you size that up quickly. The stock closed at US$96.40 recently, with returns of 2.5% over 7 days, 6.5% over 30 days, 7.8% year to date, 24.3% over 1 year, 17.9% over 3 years and 113.0% over 5 years, which may shape how investors think about both opportunity and risk today. Recent headlines around Principal Financial Group have...

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...

Nomad Foods (NOMD) has put income back in focus after its Board declared a cash dividend of $0.17 per share, payable on February 26, 2026, to shareholders of record on February 11. See our latest analysis for Nomad Foods. The dividend announcement comes as Nomad Foods’ share price has been firmer in the short term, with a 1-day share price return of 2.38% and a 30-day share price return of 7.41%. However, the 1-year total shareholder return of a 23.24% decline highlights that recent momentum...

If you are wondering whether Applied Materials is still good value after its strong run, this article walks through what the current share price might be implying. The stock closed at US$297.60, with a 7 day return of an 11.6% decline, a 30 day return of 4.7%, a year to date return of 10.7% and a 1 year return of 66.4%. This raises fair questions about how much upside or downside is already priced in. Recent coverage has focused on Applied Materials' role in the broader semiconductor supply...

InnovAge Holding (INNV) has reported Q2 2026 results with revenue of US$239.7 million and basic EPS of US$0.08, alongside net income of US$10.6 million. Its trailing 12 month figures show revenue of US$915.4 million and basic EPS of US$0.05 on net income of US$6.5 million. The company’s quarterly revenue moved from US$209.0 million in Q2 2025 to US$239.7 million in Q2 2026, with basic EPS shifting from a loss of US$0.10 per share to a profit of US$0.08. This places improving margins and the...