U.S. Software Stock News

First Merchants (FRME) just wrapped up FY 2025 with fourth quarter revenue of US$165.02 million and EPS of US$0.99, while the trailing twelve months showed revenue of US$641.70 million and EPS of US$3.90. Over recent periods the company has seen revenue move from US$610.99 million and EPS of US$3.42 on a trailing basis after Q4 2024 to US$641.70 million and EPS of US$3.90 after Q4 2025. This sets the backdrop for investors to weigh solid earnings power against what happens next for growth...

Archer rig rental deal puts Patterson-UTI Energy in focus Archer’s new agreement to rent two high spec drilling rigs from Patterson-UTI Energy (PTEN) for work in Argentina’s Vaca Muerta shale has put fresh attention on PTEN’s international drilling footprint. See our latest analysis for Patterson-UTI Energy. The Archer rig rental news arrives after a sharp 30 day share price return of 27.18% and a 90 day share price return of 14.64%, even though the 1 year total shareholder return sits at a...

Earlier this week, Easterly Government Properties reported upbeat quarterly results and released the tax characteristics of its 2025 common stock distributions, emphasizing proper tax reporting for shareholders. The combination of stronger operational performance and clarity around distribution taxation highlights how Easterly positions itself as a focused landlord to U.S. Government tenants. Next, we’ll examine how Easterly’s upbeat quarterly performance shapes its investment narrative as a...

Walmart (NasdaqGS:WMT) has opened its first in store Dunkin’ location in San Antonio, bringing a new food and beverage option directly into the retail experience. The company has entered a new multi year partnership with Major League Soccer to launch the "Walmart Saturday Showdown" and expand its presence with US sports fans. Walmart has also supported customers during Winter Storm Fern by focusing on access to essentials and disaster related assistance. For investors watching NasdaqGS:WMT,...

Applied Industrial Technologies (AIT) has just posted Q2 2026 results with revenue of US$1.2b and basic EPS of US$2.54, set against trailing twelve month EPS of US$10.65 on revenue of US$4.8b as the company extends its recent earnings run. Over the past six quarters, revenue has moved from US$1,073.0m in Q2 2025 to US$1,163.0m in Q2 2026, while quarterly EPS has ranged from US$2.40 to US$2.84 over that stretch, giving investors a clearer view of how the top and bottom lines have tracked...

FirstSun Capital Bancorp (FSUN) has wrapped up FY 2025 with fourth quarter total revenue of US$104.0 million and basic EPS of US$0.89, alongside trailing 12 month revenue of US$394.7 million and EPS of US$3.52. Over recent quarters, total revenue has moved from US$93.8 million in Q4 2024 to between US$92.4 million and US$104.0 million through 2025, while quarterly EPS has ranged from US$0.59 to US$0.95. This sets the backdrop for the trailing year net profit margin of 23.3% versus 23.9% a...

Deere (DE) is back in focus after announcing that Chief Financial Officer Joshua Jepsen will resign on February 19, 2026. Former CFO Ryan Campbell will step in as interim while a broader search begins. See our latest analysis for Deere. The CFO reshuffle comes after a period in which the share price has been firming up, with a 30 day share price return of 10.72% and a 1 year total shareholder return of 9.65%. This indicates that momentum has been building rather than fading. If this kind of...

Meta Platforms stock after recent performance compared with longer term returns Meta Platforms (META) has seen a 0.1% move over the past day and about 11% over the past week, while returns over the past 3 months and year are closer to a 10% decline and flat. Looking further out, the stock shows a 3 year total return that is a little over 3.5x and a 5 year total return above 1.5x, which reflects a mix of near term volatility and longer term compounding. See our latest analysis for Meta...

RBB Bancorp (RBB) closed FY 2025 with fourth quarter total revenue of US$31.7 million and basic EPS of US$0.60, setting the tone for how investors may look at the year just finished. Over the past few quarters, total revenue has moved from US$22.7 million in Q4 2024 to US$31.7 million in Q4 2025, while basic EPS has shifted from US$0.25 to US$0.60 across the same stretch, giving you a clear view of how the top line and per share earnings have tracked into the latest release. With that...

Prologis (PLD) shares came into focus after the company reported solid 2025 revenue figures but lower net income and earnings per share, and issued 2026 earnings guidance below the prior period. See our latest analysis for Prologis. The recent guidance and earnings update came after a choppy few weeks, with Prologis’ 1 day share price return of 1.80% partly offsetting a 7 day share price return decline of 1.61%, while a 1 year total shareholder return of 10.88% points to momentum that has...

Dutch Bros (NYSE:BROS) is rolling out branded coffee products and creamers in grocery stores and online. The new line includes coffee pods, ready to drink beverages, and creamers that mirror its drive thru flavors. The launch extends the brand into the at home coffee market and adds a new revenue channel beyond its store base. Dutch Bros, trading at $57.82, is best known for its drive thru coffee stands, and this move takes the brand directly into consumers' kitchens. The stock has seen...

Ivanhoe Electric (IE) drew fresh attention after signing a Collaboration and Exploration Agreement with Sociedad Química y Minera de Chile, with SQM committing at least US$9 million to copper exploration in northern Chile over three years. See our latest analysis for Ivanhoe Electric. The SQM agreement lands at a time when momentum in Ivanhoe Electric’s shares has been strong, with a 30 day share price return of 14.66% and a 90 day share price return of 37.90%. Over the longer term, the 1...

Agilysys (AGYS) has just posted its Q3 2026 numbers, with revenue at US$80.4 million and basic EPS of US$0.35, giving investors fresh data to weigh against its recent earnings momentum. The company has seen quarterly revenue move from US$69.6 million in Q3 2025 to US$80.4 million in Q3 2026, while basic EPS over the same quarters went from US$0.14 to US$0.35, all against a trailing twelve month EPS of US$1.09. With net profit margin at 9.8% over the last year and earnings growth running ahead...

Union Pacific (UNP) has released its fourth quarter 2025 results, reporting revenue of US$6,085 million, net income of US$1,848 million, and diluted earnings per share from continuing operations of US$3.11. See our latest analysis for Union Pacific. At a share price of US$232.55, Union Pacific has seen a 7-day share price return of 4.9% and a 90-day share price return of 7.5%. The 1-year total shareholder return of a 4.4% decline contrasts with positive 3- and 5-year total shareholder returns...

Adobe's generative AI platform Firefly is being integrated into Inspired Thinking Group's Storyteq marketing platform. The move increases Firefly's reach across marketing workflows as new AI driven creative tools and pricing models emerge. For you as an investor looking at NasdaqGS:ADBE, this tie in shows how Adobe is pushing Firefly beyond its own Creative Cloud and Experience Cloud products into third party marketing systems. Adobe is a long established player in creative and marketing...

AbbVie (NYSE:ABBV) has agreed a three year deal with the Trump administration to cut US drug prices and invest $100b in US based R&D, manufacturing, and patient access. The company also reported positive topline Phase 3 results for its bispecific antibody epcoritamab in relapsed or refractory diffuse large B cell lymphoma, with improved progression free survival and response rates. AbbVie enters this news cycle with a current share price of $223.93 and a value score of 5 on Simply Wall St,...

The U.S. Army Corps of Engineers’ $14 million East Rockaway Inlet dredging and beach replenishment project, which uses a Great Lakes Dredge & Dock (GLDD) cutter-head dredge, has put fresh attention on the company’s contract pipeline and revenue visibility. See our latest analysis for Great Lakes Dredge & Dock. GLDD’s involvement in the East Rockaway project comes after a period of strong share price momentum, with a 30 day share price return of 13.94% and a 90 day share price return of...

Oak Valley Bancorp FY 2025 earnings snapshot Oak Valley Bancorp (OVLY) has wrapped up FY 2025 with fourth quarter total revenue of about US$20.4 million and basic EPS of roughly US$0.77, setting the tone for how the full year’s numbers land for shareholders. The company has seen quarterly revenue move between US$19.3 million and US$21.2 million over the past six reported periods, while basic EPS has ranged from about US$0.64 to US$0.89, giving investors a clearer view of how the income line...

Five Star Bancorp (FSBC) has put up another solid quarter for FY 2025, with Q3 revenue of US$38.8 million and EPS of US$0.77, underpinned by net income of US$16.3 million. The company has seen revenue move from US$29.0 million in Q3 FY 2024 to US$38.8 million in Q3 FY 2025, while EPS over that same stretch has gone from US$0.52 to US$0.77, setting up the latest results as part of a clear earnings ramp in a backdrop where margins are a key focus for investors. See our full analysis for Five...

Home Bancorp (HBCP) has wrapped up FY 2025 with fourth quarter revenue of US$37.7 million and basic EPS of US$1.48, backed by trailing twelve month revenue of US$148.7 million and EPS of US$5.93 that sit alongside 22.6% earnings growth over the last year. Over the past few quarters, the company has seen revenue range from US$33.9 million in Q3 2024 to US$38.1 million in Q3 2025. Quarterly EPS has moved from US$1.19 to as high as US$1.60, setting up a year where a 30.5% trailing net profit...

LINKBANCORP (LNKB) closed out FY 2025 with fourth quarter revenue of US$23.45 million and basic EPS of US$0.08, while trailing twelve month revenue came in at US$118.04 million and EPS at US$0.90, alongside very large year over year earnings growth and a higher net profit margin of 31.1% versus 6.5% a year earlier. Over the last few quarters the company has seen revenue move from US$28.01 million and EPS of US$0.20 in Q4 2024 to a range of US$23.45 million to US$38.86 million and EPS between...

Realty Income (NYSE:O) has made its first investment in Mexican commercial real estate, entering the country through a new partnership and capital commitment. The company has also launched an asset management business focused on institutional investors, designed to generate recurring fee income. These moves come as Realty Income trades around $60.92, with the stock up 17.2% over the past year and 33.6% over the past five years. For a company known primarily for its net lease REIT model,...

Capital City Bank Group (CCBG) closed FY 2025 with fourth quarter total revenue of US$61.5 million and basic EPS of US$0.80, alongside net income of US$13.7 million. On a trailing twelve month basis, EPS stood at US$3.61 on revenue of US$248.7 million and net income of US$61.6 million. Over the past year, the company has seen trailing twelve month revenue move from US$230.9 million to US$248.7 million and EPS rise from US$3.12 to US$3.61, giving you a clear sense of the earnings power behind...

Invesco (IVZ) has put up a cleaner set of numbers for FY 2025 so far, with Q3 revenue at US$1,640.4 million and EPS of US$0.67, alongside trailing 12 month revenue of US$6,278.1 million and EPS of US$1.47 that support the story of a business that has moved back into the black. Over the past few quarters, revenue has ranged from US$1,483.3 million in Q2 2024 to US$1,640.4 million in Q3 2025, while quarterly EPS has run from a loss of US$0.03 in Q2 2025 to a profit of US$0.67 in Q3 2025, giving...