U.S. Software Stock News

NYSE:LYV
NYSE:LYVEntertainment

Live Nation DOJ Deal Reshapes Ticketing Economics While Preserving Ticketmaster Integration

Live Nation Entertainment (NYSE:LYV) has reached a settlement with the U.S. Department of Justice in a high profile antitrust case involving Ticketmaster. The agreement avoids a breakup of Live Nation and Ticketmaster while requiring an open ticketing platform, caps on certain fees, and the divestiture of more than 10 amphitheaters. Federal claims are resolved, but some state attorneys general are continuing separate actions, so legal scrutiny of the business is not fully closed. For...
NasdaqGS:GBLI
NasdaqGS:GBLIInsurance

Global Indemnity Group (GBLI) Combined Ratio Improvement Tests Bullish Profitability Narratives

Global Indemnity Group (GBLI) has wrapped up FY 2025 with Q4 total revenue of US$116.7 million and basic EPS of US$0.44, alongside net income of US$6.3 million. On a trailing twelve month basis, revenue sits at US$450.1 million with basic EPS of US$1.75. Over recent periods, the company has seen quarterly revenue range from US$108.3 million in Q4 2024 to US$116.7 million in Q4 2025. Basic EPS has moved between a loss of US$0.30 in Q1 2025 and a high of US$0.93 in Q3 2024, which frames today’s...
NasdaqCM:CZFS
NasdaqCM:CZFSBanks

Citizens Financial Services (CZFS) Net Interest Margin Strengthens And Challenges Slow Growth Narrative

Citizens Financial Services (CZFS) just closed out FY 2025 with fourth quarter revenue of US$29.1 million and basic EPS of US$2.19, supported by quarterly net income of US$10.5 million. Over the past year, revenue has moved from US$26.5 million in Q4 2024 to US$29.1 million in Q4 2025, while basic EPS has shifted from US$1.66 to US$2.19. This sets up a picture of higher earnings power for the period. With trailing net profit margins at 33.3% and earnings growth of 31.5% over the last 12...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

New Fortress Energy (NFE) Is Down 10.9% After Activist Stake And Options Surge - What's Changed

In early March 2026, investor Peter Levinson disclosed a 0.3% stake in New Fortress Energy via a Schedule 13D filing, while options trading ahead of earnings surged to over twice typical volumes with call contracts far outnumbering puts. This combination of an active shareholder presence, heightened options positioning, and existing financial strains has intensified scrutiny of New Fortress Energy’s operations, capital structure, and potential corporate actions. We’ll now examine how...
NasdaqGS:RAIL
NasdaqGS:RAILMachinery

FreightCar America (RAIL) Q4 Loss Tests Bullish Margin Narrative Despite TTM Profitability

FreightCar America (RAIL) closed FY 2025 with Q4 revenue of US$125.6 million and a basic EPS loss of US$0.50, alongside trailing twelve month EPS of US$1.16 on revenue of US$501.0 million. Over the past six reported quarters, quarterly revenue has ranged from US$96.3 million to US$160.5 million, while basic EPS has swung between a profit of US$1.54 and a loss of US$3.57. This sets up a story of improving profitability on a full year view but mixed quarterly execution. That level of earnings...
NYSE:NL
NYSE:NLCommercial Services

NL Industries (NL) Earnings Swing To Loss Challenges Bullish Narratives On Profitability

NL Industries (NL) closed out FY 2025 with Q4 revenue of US$37.7 million and a basic EPS loss of US$0.63, alongside net income excluding extra items of a US$31.0 million loss that puts margins firmly under pressure. The company has seen quarterly revenue move from US$38.4 million in Q4 2024 to US$37.7 million in Q4 2025, while basic EPS shifted from US$0.34 to a loss of US$0.63. That swing matters if you are focused on the trajectory of earnings power. With trailing 12 month net income...
NYSE:AMT
NYSE:AMTSpecialized REITs

American Tower Edge Pilot Highlights AI Opportunity And Valuation Upside Potential

Dispersive Holdings completed a successful pilot with American Tower's Edge Data Center. The pilot focused on AI and other high performance workloads at the edge. Results included measurable gains in throughput, security, and resiliency, including failover performance. For investors watching NYSE:AMT, this update sits at the intersection of towers, data centers, and edge computing. American Tower is widely known for its wireless tower portfolio, and partnerships like this illustrate how its...
NYSE:MTN
NYSE:MTNHospitality

Vail Resorts (MTN) Q2 Net Margin Compression Tests Bullish Earnings Narrative

Vail Resorts (MTN) has just posted its Q2 2026 numbers, reporting revenue of US$1,083.9 million and basic EPS of US$5.87, alongside trailing twelve month EPS of US$6.38 on revenue of US$2.9 billion. The company’s quarterly revenue moved from US$1,137.2 million and EPS of US$6.54 in Q2 2025 to US$1,083.9 million and EPS of US$5.87 in Q2 2026. The latest trailing figures are in focus for investors considering how earnings power holds up across seasons. With net profit margins easing over the...
NYSE:AMPY
NYSE:AMPYOil and Gas

Amplify Energy (AMPY) One Off Gain Lifts FY 2025 EPS And Tests Earnings Narratives

Amplify Energy FY 2025 Earnings Snapshot Amplify Energy (AMPY) closed out FY 2025 with Q4 revenue of about US$56.6 million and basic EPS of US$1.53, while trailing 12 month EPS sat at US$1.03 on net income of US$41.6 million and a net margin of 15.8% versus 4.2% the prior year, supported by a US$54.7 million one off gain. Over the last few quarters, revenue has moved from US$69.0 million in Q4 2024 to US$72.1 million in Q1 2025, US$68.4 million in Q2, US$66.4 million in Q3 and US$56.6 million...
NasdaqCM:RDNW
NasdaqCM:RDNWSpecialty Retail

RideNow Group (RDNW) Trailing Loss Halves To US$52.4m Reinforcing Earnings Turnaround Narrative

RideNow Group (NasdaqCM:RDNW) has released its FY 2025 numbers, reporting fourth quarter revenue of US$256.9 million and a basic EPS loss of US$0.17. Trailing 12 month revenue was about US$1.1 billion and EPS for the period was a loss of US$1.38. Over the past few quarters, revenue has ranged from US$244.7 million to US$299.9 million per quarter, while quarterly EPS losses have been between US$0.11 and US$0.85. This gives investors a clear view of a business that is generating meaningful...
NasdaqGS:FULT
NasdaqGS:FULTBanks

Fulton Financial HR Shift Puts Focus On Execution And Culture

Fulton Financial (NasdaqGS:FULT) has announced the retirement of Chief Human Resources Officer Bernadette Taylor. Karen Grafje, an internal leader with extensive industry experience, has been promoted to Chief Human Resources Officer. The transition places Grafje in a key role overseeing talent, culture, and workforce initiatives across the company. For investors tracking Fulton Financial at a share price of $20.01, this leadership change follows a mixed stretch of recent stock performance...
NasdaqCM:PRTH
NasdaqCM:PRTHDiversified Financial

Priority Technology Holdings (PRTH) Profit Swing Reinforces Bullish Margin Narratives

Latest FY 2025 earnings snapshot Priority Technology Holdings (PRTH) has wrapped up FY 2025 with fourth quarter revenue of US$247.1 million and EPS of US$0.11, while trailing twelve month EPS sat at US$0.70 on revenue of US$953.0 million. Over recent periods the company has seen revenue move from US$227.1 million in Q4 2024 to US$247.1 million in Q4 2025, with quarterly EPS shifting from a loss of US$0.05 in Q4 2024 to a profit of US$0.11 in Q4 2025 and TTM EPS climbing from a loss of US$0.31...
NYSE:NIO
NYSE:NIOAuto

NIO (NIO) Posts Rare Q4 Profit Challenging Persistent Loss-Making Narrative

NIO (NIO) has closed out FY 2025 with Q4 revenue of C¥34.7b and basic EPS of C¥0.05, alongside trailing twelve month revenue of C¥87.5b and a trailing basic EPS loss of C¥6.85. This puts a spotlight on how quickly the earnings line is moving relative to the top line. The company has seen quarterly revenue move from C¥19.7b and a basic EPS loss of C¥3.45 in Q4 2024 to C¥34.7b and basic EPS of C¥0.05 in Q4 2025. Over the same period, trailing twelve month revenue shifted from C¥65.7b with a...
NYSE:ADCT
NYSE:ADCTBiotechs

ADC Therapeutics (ADCT) Loss Narrowing To US$0.04 EPS Challenges Bearish Profitability Narrative

ADC Therapeutics (ADCT) closed out FY 2025 with Q4 revenue of US$23.1 million and a basic EPS loss of US$0.04, alongside net income excluding extra items of a US$6.4 million loss. The company has seen quarterly revenue move from US$16.9 million in Q4 2024 to US$23.1 million in Q4 2025, while basic EPS losses shifted from US$0.29 to US$0.04 over the same period. This sets the stage for investors to focus on how these headline figures translate into the quality and direction of margins. See our...
NYSE:AHR
NYSE:AHRHealth Care REITs

How Investors Are Reacting To American Healthcare REIT (AHR) Equity Raise And Higher 2026 Guidance

In late February 2026, American Healthcare REIT, Inc. completed an at-the-market follow-on equity offering raising about US$769.86 million across multiple common stock tranches and reported fourth-quarter 2025 results showing revenue of US$604.08 million and net income of US$10.78 million. The company also issued 2026 guidance calling for higher net income and same-store net operating income growth, while quarterly real estate impairment charges fell sharply year-on-year to US$11.80 million,...
NYSE:GBCI
NYSE:GBCIBanks

Did Softer Margins And EPS Pressure Just Shift Glacier Bancorp's (GBCI) Investment Narrative?

In recent months, Glacier Bancorp reported softer quarterly results, with net interest income growth trailing the wider banking industry and earnings per share falling even as revenue increased. This divergence between rising revenue and declining per-share earnings has raised questions about the bank’s efficiency, cost structure, and overall profitability quality. With concerns mounting over weaker quarterly performance and profitability trends, we’ll now examine how this development...
NYSE:NPK
NYSE:NPKAerospace & Defense

Does National Presto (NPK) Holding Its Dividend Signal Enduring Defense Strength Or Mask Tariff Strains?

National Presto Industries, Inc. has affirmed an annual cash dividend of US$1.00 per share, with an ex-dividend and record date of March 9, 2026, and payment scheduled for March 20, 2026. The dividend decision comes after the company reported very strong 2025 net sales growth driven by fulfilling a sizable Defense segment backlog, while its Housewares/Small Appliance business contended with tariff-related pressures on demand and costs. Next, we’ll examine how the Defense segment’s...
NasdaqGS:VECO
NasdaqGS:VECOSemiconductor

Does Veeco (VECO) Becoming InP Laser “Tool of Record” Recast Its AI Datacom Narrative?

In early March 2026, Veeco Instruments Inc. reported that a global leader in optical communications and laser manufacturing placed orders for multiple Lumina Metal Organic Chemical Vapor Deposition systems and Spector Ion Beam Sputtering Optical Coating systems to produce indium phosphide lasers for datacom applications. This order effectively designates Lumina as the customer’s production tool of record for InP epitaxy, underlining Veeco’s role in enabling optical transceivers that connect...
NYSE:RSI
NYSE:RSIHospitality

Has Rush Street Interactive (RSI) Run Too Far After Its 108% One-Year Rally?

If you are wondering whether Rush Street Interactive's share price still makes sense after a strong run, looking closely at what you are paying for today versus the underlying fundamentals is a useful place to start. The stock last closed at US$20.73, with returns of 3.9% over the past 7 days, 17.3% over the past 30 days, 7.4% year to date, 108.1% over the past year and a very large gain over 3 years. Recent coverage around Rush Street Interactive has focused on its position in online gaming...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

SharpLink Gaming (SBET) Q3 Profit Swing Challenges Longstanding Loss‑Focused Narratives

Sharplink (NasdaqCM:SBET) just posted its FY 2025 third quarter numbers with total revenue of about US$10.8 million and basic EPS of US$0.70, a sharp contrast to the trailing twelve month EPS of a US$0.02 loss on revenue of roughly US$13.1 million. Over recent quarters the company has reported revenue of roughly US$0.7 million, then US$0.8 million, and most recently US$10.8 million. Over the same period, quarterly EPS has moved from losses of around US$3.08 per share to US$4.27 per share to a...
NYSE:DAN
NYSE:DANAuto Components

Dana (DAN) Is Down 5.3% After Returning To Profit On Lower 2025 Sales - Has The Bull Case Changed?

Dana Incorporated has released its full-year 2025 results, reporting sales of US$7,500 million, net income of US$85 million, and basic and diluted earnings per share of US$0.64, compared with a loss per share in the prior year. What stands out is that Dana returned to profitability despite lower sales than in 2024, implying meaningful improvements in cost control and overall operational performance. Next, we’ll examine how this return to profitability, despite softer sales, may influence...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Is Globalstar (GSAT) Still Attractive After Apple Partnership And Triple Digit Share Gains?

If you are wondering whether Globalstar's current share price really reflects what the business is worth, you are not alone. The stock is down 8.6% over the last week and 1.7% over the last month, yet it still shows a 160.7% return over 1 year and 234.3% over 3 years, which can change how investors think about both potential growth and risk. That kind of share price history tends to come alongside shifting expectations about Globalstar's satellite services, partnerships or sector outlook, as...
NYSE:LW
NYSE:LWFood

Starboard Pressure On Lamb Weston Cost Cuts And Asset Sales Meets Valuation Gap

Starboard Value LP has publicly urged Lamb Weston Holdings to increase its cost savings program, with a heavier focus on SG&A expenses. The activist investor is also pressing the company to review its international footprint, including the possibility of divesting select APAC assets. This push could influence Lamb Weston Holdings' capital allocation priorities and operating approach in the near term. For investors watching NYSE:LW, this development follows a challenging share price period,...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

How Investors Are Reacting To ICFI’s Soft 2025 Results, Higher 2026 Guidance, And Acquisition Push

In late February 2026, ICF International reported fourth-quarter and full-year 2025 results showing lower revenue and earnings year-on-year, reaffirmed its quarterly US$0.14 dividend, outlined 2026 guidance, detailed recent share repurchases, and indicated it is actively seeking acquisitions while reducing debt. An interesting angle for investors is that, despite softer 2025 performance, management is simultaneously guiding to higher 2026 earnings, continuing dividends and buybacks, and...