U.S. Software Stock News

Ares Management recently reported a series of developments, including a US$1.60 billion direct lending deal for the Suave–Elida Beauty merger, a US$7.10 billion raise for its Credit Secondaries strategy, and continued build‑out of its Ada Infrastructure data center platform. Together with moves to take control of Eagle Football Holdings and active participation in secondary and real assets transactions, these updates underline how broadly Ares is deploying capital across credit, real estate,...

In late January 2026, Dynex Capital reported fourth-quarter net income of US$185.36 million and full-year 2025 net income of US$319.07 million, while appointing Meakin Bennett as Chief Operating Officer and reallocating Robert Colligan’s responsibilities to focus on the Chief Financial Officer role. Alongside these results, Dynex expanded its at-the-market equity program and highlighted strong total shareholder returns for 2025, underscoring how capital raising and leadership changes are...

GE Aerospace, part of General Electric (NYSE:GE), is facing higher tax expenses as Singapore adopts the 15% global minimum corporate tax. The new tax rules are affecting GE Aerospace operations in Singapore, with implications for its overall tax bill and future international tax planning. Separately, GE Aerospace has agreed to supply GEnx engines, spare parts, and long term services to Delta Air Lines for its Boeing 787 10 fleet. The Delta agreement adds a long duration services component in...

Wondering whether Extreme Networks is priced attractively today or if the recent share moves are a warning sign? This article focuses squarely on what you are getting for the current price. The stock last closed at US$14.37, with returns of a 5.4% decline over the past week, a 14.9% decline over the last month, and a 13.1% decline year to date. The 1 year return is a 7.9% decline and the 3 year return is a 23.6% decline, compared with a 5 year return of 61.1%. Recent attention around Extreme...

Ziff Davis (NasdaqGS:ZD) has launched the unified RetailMeNot Group, bringing several of its shopping platforms under one banner. The new group introduces AI powered tools designed to improve the online shopping experience for consumers. This move reflects Ziff Davis's focus on digital retail and customer engagement through technology. Ziff Davis, through RetailMeNot Group, is leaning further into digital retail and online deal discovery, an area where consumer expectations for...

Brookfield Infrastructure Partners' FY 2025 Earnings Snapshot Brookfield Infrastructure Partners (NYSE:BIP) closed out FY 2025 with fourth quarter revenue of about US$6.3 billion, basic EPS of US$0.40 and net income of US$245 million, putting a spotlight on how its profitability is tracking against expectations. The company has seen revenue move from US$5.4 billion in Q4 2024 to roughly US$6.3 billion in Q4 2025, while basic EPS shifted from US$0.26 to US$0.40 over the same period. This gives...

CONMED (CNMD) just wrapped up FY 2025 with Q4 revenue of US$373.2 million and basic EPS of US$0.54, alongside trailing twelve month revenue of about US$1.4 billion and EPS of US$1.52. Over the past six quarters in the dataset, revenue has ranged from US$316.7 million to US$373.2 million per quarter, while quarterly EPS has moved between US$0.09 and US$1.59. With trailing net margin sitting at 3.4% versus 10.1% a year earlier, this latest result puts a clear focus on how sustainable the...

Vertiv Holdings Co (VRT) has been in focus after launching Vertiv Next Predict, an AI-powered managed service for data centers that uses predictive analytics to spot equipment risks early and streamline maintenance. See our latest analysis for Vertiv Holdings Co. The Vertiv Next Predict launch comes as momentum builds in the shares, with a 7.7% 7 day share price return, an 18.7% 30 day share price return and a 70.5% 1 year total shareholder return pointing to strong recent interest in the AI...

Earlier this week, UBS upgraded Warrior Met Coal to a Buy rating and highlighted the ramp-up of its Blue Creek metallurgical coal project, while Moody’s shifted its outlook on the company to positive. Together, the broker upgrade, credit outlook revision, and expectations for a tight metallurgical coal market have sharpened investor focus on Warrior Met Coal’s growth plans and execution risk at Blue Creek. Next, we will examine how the Blue Creek project’s expected production ramp-up could...

Royal Caribbean Cruises (RCL) has just posted its FY 2025 numbers, with fourth quarter revenue at US$4.3b and basic EPS of US$2.78, capping a trailing twelve month run of US$17.9b in revenue and US$15.75 in EPS. Over recent periods the company has seen quarterly revenue move from US$3.8b and EPS of US$2.05 in Q4 2024 to US$5.1b and EPS of US$5.79 in Q3 2025, before this latest quarter. This sets up the full year against a backdrop of faster earnings growth than revenue and meaningfully higher...

UMB Financial (NasdaqGS:UMBF) reported strong Q4 results, with earnings that exceeded prior expectations. The company highlighted record quarterly earnings supported by commercial loan activity and disciplined cost management. Management reported successful progress on integrating Heartland Financial, calling it a key milestone for the combined bank. UMB Financial, the parent of UMB Bank, operates across commercial banking, institutional banking, and asset servicing, so Q4 results provide a...

Archrock (NYSE:AROC) has announced an increase in its quarterly dividend. The higher payout was approved by the company's Board of Directors. Archrock, a natural gas compression services provider, sits at the heart of U.S. energy infrastructure, supporting the movement of gas from production fields to end users. For income focused investors, a dividend change at a company tied to midstream energy activity can be a meaningful signal about how management views the business and its capital...

Kymera Therapeutics (KYMR) has drawn attention recently, with the stock up about 19.5% over the past 3 months and about 82.7% over the past year. This performance is prompting investors to reassess its profile. See our latest analysis for Kymera Therapeutics. That recent 3.86% 1 day share price return, together with a 19.5% 90 day share price return and 82.7% 1 year total shareholder return, points to momentum building around Kymera as investors reassess its risk and growth profile following...

Regencell Bioscience Holdings (RGC) is back in focus after recent coverage highlighted a sharp surge in its market value, despite having no revenue, recurring losses, and an ongoing Justice Department investigation. See our latest analysis for Regencell Bioscience Holdings. The share price has been volatile, with a 1 day share price return of a 13.61% decline and a 7 day share price return of a 9.34% decline. Despite this, it still sits on a 30 day share price return of 21.81% and a 90 day...

V.F. Corporation (VFC) just posted Q3 2026 results with revenue of US$2.9b and basic EPS of US$0.77, setting a clear reference point for how the year is shaping up. The company has seen quarterly revenue move from US$2.8b in Q2 2026 and US$2.9b in Q3 2025, while EPS shifted from US$0.49 in Q2 2026 and US$0.43 in Q3 2025, giving investors a clean view of how the income statement is trending as margins settle after a volatile period. See our full analysis for V.F. With the latest numbers on the...

Sagebrush Health Services has filed a lawsuit accusing Amgen (NasdaqGS:AMGN) of unlawfully terminating discounted drug sales under the federal 340B Drug Pricing Program. The complaint alleges Amgen improperly retracted discounts and reclaimed millions in price concessions that supported clinics serving underserved patients. The dispute centers on access to Amgen therapies for vulnerable populations and the company’s handling of federal discount requirements. Amgen, a large biotechnology...

Multiple major analysts upgraded KLA (NasdaqGS:KLAC), citing strong demand for advanced semiconductor inspection equipment and growth in 2nm process technology. KLA reported significantly improved quarterly financial results, with revenue and profit both moving higher. The combination of analyst upgrades and the latest earnings release has sharpened investor focus on KLA's role in next generation chip manufacturing. KLA enters this news cycle with its share price at $1,684.71 and a very...

Pfizer (PFE) is back in focus after two fresh pipeline updates: a non-exclusive Matrix M vaccine adjuvant licensing deal with Novavax and FDA Breakthrough Therapy Designation for a gastrointestinal stromal tumor combination. See our latest analysis for Pfizer. These pipeline headlines arrive while the share price has been edging higher, with a 30 day share price return of 4.44% and a 90 day share price return of 5.88%. However, the 3 year total shareholder return decline of 29.45% shows how...

Intuit (INTU) is drawing fresh attention as the U.S. tax season opens, with investors weighing its new Career Pipeline Program, the QuickBooks partnership with Checkr, and recent stock price weakness together. See our latest analysis for Intuit. Those new product and partnership moves are landing at a tricky moment for the stock, with a 1 day share price return of 6.63% decline at US$502.98, a 30 day share price return of 24.91% decline, and a 1 year total shareholder return of 16.24%...

Third Point has escalated its activist campaign at CoStar Group, pushing for a board overhaul and fresh directors at NasdaqGS:CSGP. The fund is urging CoStar to refocus on its core commercial real estate data business and consider divesting its residential real estate operations. Third Point has publicly criticized governance, strategy, and management compensation, framing its campaign as an effort to restore shareholder value. For shareholders, this fight comes after a challenging run for...

In late January 2026, Texas Instruments reported full-year 2025 sales of US$17.68 billion and net income of US$5.00 billion, while issuing first-quarter 2026 guidance for revenue of US$4.32 billion to US$4.68 billion and earnings per share of US$1.22 to US$1.48. Management highlighted rapidly expanding data center and recovering industrial demand, areas that now meaningfully contribute to Texas Instruments’ analog and embedded processing business mix and future focus. We’ll now examine how...

Aptiv has finalized the leadership team for its Versigent spin off, appointing Joseph Liotine as CEO and Doug Ostermann as CFO. The company has confirmed the Versigent name and outlined the timeline for separating its Electrical Distribution Systems business into an independent entity. Aptiv, traded as NYSE:APTV, is moving ahead with a major restructuring step as it prepares to separate its Electrical Distribution Systems unit into Versigent. The stock closed at $78.83, with a 1 year return...

T1 Energy Inc. previously filed an omnibus shelf registration of up to US$7 million, covering common and preferred stock, debt securities, warrants, subscription rights and purchase units. The filing gives T1 Energy flexible access to multiple types of financing, which could be important as it develops its US$425 million solar cell facility in Texas. We'll now examine how this expanded financing toolkit, alongside the planned solar cell plant, shapes T1 Energy's broader investment...

Sally Beauty Holdings, Inc., a leader in professional hair color, recently announced it will host a February 9, 2026 conference call and webcast to review its first quarter financial results, with a detailed press release to be posted on its website before U.S. markets open that day. Separately, the company is widening its innovation pipeline by launching ion® 24K with TRICHOPOWER™ SCIENCE and planning new ion® tools aimed at delivering high-performance, accessible hair care...