U.S. Software Stock News

NYSE:RES
NYSE:RESEnergy Services

RPC (RES) Margin Compression Challenges Bullish Narratives Despite FY 2025 Q3 Revenue Scale

RPC (RES) has just posted its FY 2025 third quarter scorecard, reporting revenue of $447.1 million and basic EPS of $0.06. This puts fresh numbers on the table after a run of mixed earnings over the past year. The company’s revenue has moved from $364.2 million in FY 2024 Q2 to $337.7 million in Q3 and $335.4 million in Q4, then to $332.9 million, $420.8 million and now $447.1 million through FY 2025. Over the same stretch, quarterly EPS shifted from $0.15 to $0.09, $0.06, $0.06, $0.05 and...
NYSE:WAT
NYSE:WATLife Sciences

Waters Reshapes Growth Path With Wyatt Deal And BD Biosciences Merger

Waters Corporation (NYSE:WAT) has completed its acquisition of Wyatt Technology as part of a broader shift in its business strategy. The company has also announced a planned merger with BD Biosciences, signaling a push deeper into large molecule applications. These moves are expected to reshape Waters' role in the biotech and life sciences tools space, with implications for its future operations. Waters, trading at $378.95, is responding to a period of mixed share performance with an active...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Is Newell Brands (NWL) Still Mispriced After Recent Share Price Rebound?

If you are wondering whether Newell Brands' current share price reflects its true worth, you are not alone. This article walks through what the latest data says about value. The stock most recently closed at US$4.40, with returns of 0.9% over 7 days and 18.3% over both the last 30 days and year to date, against a longer term record that includes a 52.0% decline over 1 year, 67.4% over 3 years and 79.4% over 5 years. Those mixed returns sit against a backdrop of ongoing attention on Newell...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience Raises Outlook As AI DNA Demand Builds Profit Focus

Twist Bioscience (NasdaqGS:TWST) reported its twelfth consecutive quarter of revenue growth. The company raised its full year outlook, citing momentum in AI enabled DNA synthesis and wider use of its platform. Management also reiterated a focus on progressing toward profitability alongside scaling the business. Twist Bioscience, a provider of synthetic DNA and related tools, operates at the intersection of biotechnology and AI driven research. Its platform supports customers in areas such...
NYSE:GKOS
NYSE:GKOSMedical Equipment

How FDA Approval of Repeat iDose TR Use Will Impact Glaukos (GKOS) Investors

In late January 2026, Glaukos Corporation received FDA approval for an NDA labeling supplement that permits repeat administration of its long-duration iDose TR glaucoma implant, supported by clinical data showing safe and well-tolerated second treatments over 12 months. This decision effectively positions iDose TR as a potentially longer-term, repeatable treatment option aimed at reducing non-compliance and side effects linked to traditional eye-drop therapies for glaucoma. Next, we will...
NYSE:LION
NYSE:LIONEntertainment

Assessing Lionsgate Studios (LION) Valuation After Recent Share Price Volatility

Why Lionsgate Studios Stock Is Drawing Attention Now Lionsgate Studios (LION) has caught investor attention after recent trading left the share price at US$8.98, with returns ranging from a 3.4% decline over the month to a 33.2% gain in the past 3 months. See our latest analysis for Lionsgate Studios. Recent trading has been choppy, with a 1-day share price return of 2.7% decline and a 7-day share price return of 6.2% decline. However, the 90-day share price return of 33.2% suggests momentum...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp Dividend Hike Highlights Earnings Strength And Payout Capacity

East West Bancorp (NasdaqGS:EWBC) announced a 33% increase in its quarterly dividend. The higher dividend follows the company’s latest annual and quarterly results, which management described as strong. The move signals an increased cash return to shareholders through the regular dividend. East West Bancorp is a commercially focused bank with a footprint that connects U.S. and Asia linked clients, serving businesses and individuals across a range of lending and deposit services. For...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

CorVel (CRVL) Earnings Growth And 11.3% Margin Challenge Cautious Narratives

CorVel (CRVL) has just wrapped up Q3 2026 with its recent numbers anchored by the latest reported quarter, where revenue in Q2 2026 was US$239.6 million and basic EPS came in at US$0.54. This feeds into trailing 12 month EPS of US$2.05 and net income of US$105.3 million. Over the recent reporting periods, the company has seen revenue move from US$224.4 million in Q2 2025 to US$239.6 million in Q2 2026, with basic EPS stepping from US$0.46 to US$0.54 over the same quarters. This sets up a...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest (CSWC) Earnings Growth And 45.2% Margin Challenge Cautious Narratives

Capital Southwest (CSWC) just posted Q3 2026 results with total revenue of US$61.4 million and basic EPS of US$0.57, setting the tone for another data rich update on its earnings power. The company has seen quarterly revenue move from US$51.9 million in Q3 2025 to US$61.4 million in Q3 2026, while basic EPS shifted from US$0.34 to US$0.57 over the same period. This gives investors a clear sense of how the top and bottom lines have trended into this quarter. With a trailing 12 month net profit...
NYSE:YOU
NYSE:YOUSoftware

Is Clear Secure’s (YOU) High-Margin Growth Evidence of Durable Operating Leverage or Early-Stage Luck?

CLEAR Secure recently reported that its biometric identity verification business has delivered 23.2% annual revenue growth over the last two years, while maintaining disciplined cost controls that produced a trailing 12‑month operating margin of 19.2%. This combination of rapid top-line expansion and efficient use of fixed costs highlights how the company is scaling its airport and venue network without proportionately increasing expenses. Next, we will examine how Clear Secure's strong cost...
NYSEAM:TCGL
NYSEAM:TCGLIT

TechCreate Group (TCGL) Valuation Check After Speculation Fueled Share Price Spike And Volatility Halts

Speculative surge puts TechCreate Group (TCGL) in the spotlight TechCreate Group (TCGL) has been thrust into the market spotlight after a very large short term share price spike, including volatility halts, largely linked to speculative trading and momentum driven sentiment. See our latest analysis for TechCreate Group. With TechCreate Group’s share price now at $172.84 after a 1 day share price return of around 100% and a very large 30 day gain, the move caps a powerful short term run that...
NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Assessing Figure Technology Solutions (FIGR) Valuation After A Sharp Short-Term Share Price Pullback

Event context and recent share performance Figure Technology Solutions (FIGR) has drawn fresh attention after recent trading left the stock down about 15% over the past day and roughly 29% over the past week, despite modest gains over the past month and past 3 months. See our latest analysis for Figure Technology Solutions. The sharp 1-day and 7-day share price returns, down 14.85% and 29.05% respectively, contrast with a 15.14% 3-month share price return and a positive year to date share...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Is Vera’s New Commercial Chief for Atacicept Reshaping the Investment Case for Vera Therapeutics (VERA)?

Vera Therapeutics recently appointed Matt Skelton as Chief Commercial Officer, effective January 28, 2026, elevating him from his prior role as Executive Vice President, Commercial to lead preparations around the potential launch of its lead drug candidate, atacicept, for IgA nephropathy. His background in building commercial organizations and guiding multiple drug launches at Seagen, Amgen, and Eli Lilly highlights Vera’s emphasis on experienced leadership as it moves toward possible...
NYSE:PNC
NYSE:PNCBanks

Is PNC Financial (PNC) Pricing Reflect Recent Gains And Regulatory Focus On Big Banks

If you are wondering whether PNC Financial Services Group is priced attractively right now, it helps to start with how the market has been treating the stock recently and what that might say about value. PNC Financial Services Group last closed at US$233.82, with returns of 4.5% over 7 days, 10.6% over 30 days, 10.6% year to date, 21.8% over 1 year, 61.8% over 3 years, and 77.2% over 5 years. This gives important context before weighing up what you are paying versus what you may be...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Q3 Net Margin Improvement Tests Income Bear Narratives

Enterprise Products Partners (EPD) has laid out a steady set of numbers for FY 2025 so far, with third quarter revenue at US$12.0 billion and basic EPS of US$0.61, alongside trailing 12 month revenue of US$53.0 billion and basic EPS of US$2.65 that frame the latest print in a broader context. The partnership has seen quarterly revenue move from US$13.8 billion in the third quarter of 2024 to US$12.0 billion in the third quarter of 2025, while basic EPS shifted from US$0.65 to US$0.61 over the...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Assessing CoreWeave (CRWV) Valuation After Recent Share Price Volatility

CoreWeave overview and recent performance snapshot CoreWeave (CRWV) has drawn fresh attention after recent trading swings, with the stock last closing at US$90.06. Short term returns are mixed, including a 1 day gain alongside a 7 day decline. See our latest analysis for CoreWeave. For context, CoreWeave’s recent moves include a 13.54% 1 month share price return alongside a 21.29% 3 month share price decline, so current momentum looks more like a reset than a steady uptrend. If CoreWeave’s...
NYSE:NJR
NYSE:NJRGas Utilities

New Jersey Resources (NJR) Margin Compression Challenges Bullish Growth Narratives After Q1 2026 Results

New Jersey Resources Q1 2026 Earnings Snapshot New Jersey Resources (NJR) opened fiscal 2026 with Q1 revenue of US$604.9 million and basic EPS of US$1.22, setting a clear benchmark against its recent trading price of US$51.81. The company has seen quarterly revenue move from US$488.4 million in Q1 2025 to US$604.9 million in Q1 2026, while basic EPS shifted from US$1.32 to US$1.22 over the same periods. This gives investors a straightforward read on how the top and bottom lines compare with...
NYSE:BR
NYSE:BRProfessional Services

Broadridge Financial Solutions (BR) Margin Expansion Reinforces Steady Compounder Narrative In Q2 2026

Broadridge Financial Solutions (BR) has put up another solid scorecard for Q2 2026, with revenue at US$1.6b and basic EPS at US$1.41 setting the tone for its latest update. The company has seen revenue move from US$1.59b in Q2 2025 to US$1.6b this quarter, while basic EPS shifted from US$1.22 to US$1.41 over the same period, alongside trailing 12 month EPS of US$7.90 and net income of US$925.1m that sit against a higher net margin than a year ago. Taken together, these earnings and margin...
NasdaqGS:NRC
NasdaqGS:NRCHealthcare

National Research (NRC) Margin Compression Reinforces Bearish Earnings Narratives

National Research (NRC) just posted its FY 2025 Q3 numbers, with revenue of US$34.6 million and EPS of US$0.18 setting the tone for a year that also includes a Q2 loss alongside a stronger Q1. Over recent quarters the company has seen revenue move from US$35.8 million in Q3 2024 to US$36.9 million in Q4 2024, then to US$33.6 million in Q1 2025 and US$34.0 million in Q2 2025. Over the same period, quarterly EPS shifted from US$0.24 to US$0.28, then US$0.25 before dipping slightly negative in...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Patria Investments (PAX) Net Margin Strength Challenges Concerns Over Earnings Quality

Patria Investments (NasdaqGS:PAX) has reported third quarter FY 2025 results with revenue of US$86.5 million and basic EPS of US$0.14, setting the tone for a year where trailing 12 month revenue sits at US$405.8 million and EPS at US$0.67. The company has seen quarterly revenue run from US$74.9 million in Q2 2024 to US$86.5 million in Q3 2025, while basic EPS over that stretch has moved between roughly US$0.00 and US$0.35 per quarter, backed by trailing 12 month net income of US$106.3 million...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings Q3 Loss Reinforces Concerns Over Trailing US$1.2b Earnings Hole

Capri Holdings (CPRI) has just posted its Q3 2026 numbers, with quarterly revenue of US$856 million and a basic EPS loss of US$0.28, alongside trailing 12 month EPS of US$10.14 in losses on US$4.4 billion of revenue. Over recent periods the company has seen revenue move between US$848 million and US$1.3 billion per quarter while EPS has swung from a profit of US$0.47 to losses of more than US$5 per share, setting a wide range for earnings outcomes that keeps the focus firmly on...
NasdaqGS:THFF
NasdaqGS:THFFBanks

First Financial (THFF) Net Interest Margin Strength Supports Bullish Narratives In Q3 FY 2025

First Financial (THFF) just posted its FY 2025 third quarter numbers, with total revenue of US$69.3 million and basic EPS of US$1.75 setting the tone for its latest update. The company has seen quarterly revenue move from US$48.99 million in Q2 FY 2024 to US$69.3 million in Q3 FY 2025, while basic EPS has shifted from US$0.74 to US$1.75 over the same stretch, giving investors a clear view of how the income line has tracked alongside the top line. With a trailing twelve month net profit margin...
NasdaqGS:HTLD
NasdaqGS:HTLDTransportation

Heartland Express (HTLD) EPS Loss Persists In Q3 2025 And Reinforces Bearish Narratives

Heartland Express (HTLD) has opened FY 2025 with another tough quarter, reporting Q3 revenue of US$196.5 million and a basic EPS loss of US$0.11, alongside a trailing 12 month net loss of US$34.9 million on US$868.9 million of revenue. The company has seen quarterly revenue move from US$274.8 million in Q2 2024 to US$259.9 million in Q3 2024, then to US$242.6 million in Q4 2024 and US$219.4 million in Q1 2025, before landing at US$210.4 million in Q2 2025 and US$196.5 million in Q3 2025, with...
NYSE:PJT
NYSE:PJTCapital Markets

PJT Partners (PJT) Margin Improvement And 64.9% Earnings Growth Test Valuation Skeptics

PJT Partners (PJT) has put up another busy quarter, with Q3 FY 2025 revenue of US$446.9 million and basic EPS of US$1.55, alongside trailing 12 month EPS of US$6.95 on revenue of about US$1.66 billion and TTM earnings growth of 64.9% year over year. Over recent periods the firm has seen quarterly revenue move from US$326.1 million in Q3 2024 to US$478.6 million in Q4 2024, then to US$324.3 million in Q1 2025, US$406.7 million in Q2 2025 and US$446.9 million in Q3 2025, with EPS shifting from...