U.S. Software Stock News

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...

In the fourth quarter of 2025, Baron Health Care Fund added healthcare REIT Welltower as a new portfolio holding, citing its exposure to senior housing, margin and occupancy initiatives, and an “all in” management compensation plan. The fund’s commentary, combined with Welltower’s recent revenue and normalized FFO per-share growth and strong analyst ratings, reinforces market confidence in the company’s senior housing-focused model. With this backdrop, we’ll examine how Welltower’s...

Tenable Holdings (TENB) has been in focus after reporting fourth quarter 2025 revenue of US$260.53 million, above market expectations, alongside guidance for 2026 and the launch of its Tenable One AI Exposure product. See our latest analysis for Tenable Holdings. The earnings beat, new 2026 guidance and the rollout of Tenable One AI Exposure have arrived after a weak stretch, with the share price down about 24% over 90 days and the 1 year total shareholder return down about 47%. However, the...

Champion Homes, Inc. recently reported third-quarter 2025 results showing higher sales of US$656.61 million year on year, alongside lower quarterly net income, while also increasing its remaining share repurchase authorization to US$150 million. At the same time, the company underscored its role in addressing affordable housing by opening Blythe Village in Fresno, a large-scale build-to-rent community using offsite-built manufactured homes. We’ll now explore how Champion Homes’ blend of...

Ameriprise’s latest earnings and dividend decision Ameriprise Financial (AMP) reported fourth quarter 2025 results alongside a fresh dividend declaration, giving you new numbers on profitability and cash returns to shareholders to assess the stock’s current setup. The board approved a quarterly cash dividend of $1.60 per common share, payable on February 27, 2026, to investors recorded as shareholders by the close of business on February 9, 2026. See our latest analysis for Ameriprise...

How the latest earnings and guidance tie into Hubbell’s recent stock move Hubbell (HUBB) moved higher after investors reacted to its fourth quarter and full year 2025 results, fresh 2026 guidance, and recent product news around grid automation and utility software. The company reported fourth quarter 2025 sales of US$1,492.7 million, with net income of US$224.2 million and diluted earnings per share from continuing operations of US$4.19. For the full year 2025, sales were US$5,844.6 million,...

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...

Levi Strauss (LEVI) is back in focus after fourth quarter earnings beat forecasts and management outlined 2026 revenue guidance, along with an accelerated share repurchase plan and a continued push into direct to consumer and premium products. See our latest analysis for Levi Strauss. Levi Strauss shares have gained 3.1% on a 1 day share price return to US$20.55, after a recent pullback that left the 30 day share price return at a 5.5% decline. The 1 year total shareholder return of 14.7% and...

Why Middleby is on investors’ radar today Middleby (MIDD) has been drawing fresh attention after a period of mixed share performance, with a small gain over the past month contrasted by a negative 1 year total return. That backdrop, alongside reported annual revenue of US$3,880.5m and a net income loss of US$202.4m, is prompting investors to reassess how the commercial and residential kitchen equipment business is currently priced. See our latest analysis for Middleby. Middleby’s recent share...

Robert Half Inc. has reported fourth-quarter 2025 results, with net income falling to US$31.76 million from US$54.29 million a year earlier, and diluted earnings per share from continuing operations easing to US$0.32 from US$0.53. The sharp year-over-year reduction in both net income and earnings per share highlights how recent operating conditions have pressured Robert Half’s profitability. Next, we’ll explore what this earnings compression means for Robert Half’s investment narrative and...

In early February 2026, PC Connection, Inc. reported fourth-quarter 2025 results showing slightly lower sales of US$702.94 million but stable net income of US$20.71 million, alongside a new quarterly dividend of US$0.20 per share payable in March and continued share repurchases under its long-running buyback program. At the same time, the company modestly improved quarterly earnings per share, completed repurchasing 7.21% of its stock since 2018 for US$108.80 million, and expanded its share...

In early February 2026, Truist Financial Corporation launched an AI- and machine-learning-powered integrated receivables platform designed to centralize payments and remittance data, automate reconciliation across checks and electronic rails, and tighten fraud controls for commercial and corporate clients. The move directly targets persistent pain points for finance teams, such as invoice errors, slow reconciliation, and high remittance processing costs, positioning Truist as a bank offering...

Armstrong World Industries (AWI) is drawing fresh investor attention after announcing a broad leadership transition, including a new Executive Chair, a new President and CEO, and the planned exit of a senior legal and sustainability leader. See our latest analysis for Armstrong World Industries. Those leadership changes are landing at a time when momentum in Armstrong World Industries’ shares has been mixed. The 7-day share price return is 7.9% and the 1-year total shareholder return is...

Atlas Energy Solutions Inc. recently secured a US$375 million lease facility from Eldridge Capital Management to finance new behind-the-meter power generation assets, while board member Stacy Hock informed the company she will not stand for reelection at the 2026 Annual Meeting. The new lease facility builds on Atlas’ 2025 acquisition of Moser Energy Systems, signaling a continued build-out of its integrated power generation platform. We’ll now examine how the US$375 million power...

Recent analyst reports on Braze (BRZE) reset expectations for software valuations while keeping broadly positive ratings, just as the company logged its strongest quarterly customer additions in three years. This combination highlights an interesting tension for investors. See our latest analysis for Braze. At a share price of $17.79, Braze has seen pressure build, with a 30 day share price return of 40.84% and a year to date share price return of 45.35%. Meanwhile, the 1 year total...

T1 Energy (TE) is back in focus after the abrupt exit of Chief Accounting Officer Denise Cruz and the same-day promotion of SEC reporting lead Tom Mahrer to the top accounting role. See our latest analysis for T1 Energy. The leadership shake up is landing at a time when momentum in T1 Energy's shares has been strong, with the 90 day share price return of 83.78% and 1 month share price return of 19.16% far outpacing the more modest year to date move. This sits alongside a very large 1 year...

Recent commentary around Dutch Bros (BROS) has focused on its push into food and consumer packaged goods, along with fresh menu launches, as it joins several S&P indices that may broaden investor attention. See our latest analysis for Dutch Bros. The recent index inclusions and new product launches come as Dutch Bros trades at US$57.04, with an 8.8% 1 day share price return and a 4.9% 7 day share price return, despite a 14.6% 1 year total shareholder return decline and a 52.8% 3 year total...

Earnings and Credit Costs Take Center Stage for National Bank Holdings National Bank Holdings (NBHC) has drawn investor attention after reporting fourth quarter and full year 2025 results that showed lower net income, higher charge offs, and simultaneous moves to increase its dividend and authorize new share repurchases. See our latest analysis for National Bank Holdings. Since the earnings release and capital return updates on January 27, National Bank Holdings’ recent 7 day and 90 day share...

First Mid Bancshares (FMBH) is back in focus after releasing its 2025 results, reporting higher net interest income and net income, sharply lower fourth-quarter net charge-offs, and an affirmed quarterly dividend of $0.25 per share. See our latest analysis for First Mid Bancshares. The earnings release and dividend affirmation have gone hand in hand with stronger recent trading, with the share price at $44.59 and a 30 day share price return of 12.54%. Momentum has been positive for longer...

In recent weeks, multiple Wall Street firms have reassessed HubSpot’s prospects, updating their research views amid growing scrutiny of software vendors serving small and mid-sized businesses. The discussion has centered on whether seat-based pricing models could constrain upside for customer relationship platforms like HubSpot, even as they invest heavily in product innovation and unified solutions. We’ll now explore how these concerns around seat-based software models may influence...

Suburban Propane Partners, L.P. reported past first‑quarter 2026 results with revenue of US$370.39 million, net income of US$45.78 million, and basic earnings per share from continuing operations of US$0.69, all supported by stronger propane demand in colder eastern U.S. weather. The partnership also highlighted progress in renewable natural gas projects, recent acquisitions, and a quarterly distribution of US$0.325 per common unit with coverage of 2.19x, alongside refinancing its 2027...

Calumet (CLMT) has just reshaped its financing profile by extending its asset based loan facility to January 2031, with commitments of up to $500 million, revised covenants, and room for future inventory financing. See our latest analysis for Calumet. The financing update lands against a backdrop of strong recent momentum, with a 30 day share price return of 26.77% and a year to date gain of 28.85%. The 1 year total shareholder return of 55.40% and very large 5 year total shareholder return...

In late January 2026, Western Midstream Partners renegotiated major Delaware Basin natural gas contracts with Occidental and ConocoPhillips, shifting from legacy cost-of-service terms to simpler fixed-fee arrangements, while Occidental returned 15.3 million common units to the partnership valued at about US$610 million. This package of contract changes and unit transfer meaningfully reshapes Western Midstream Partners’ commercial profile, fee structure and ownership mix with its key anchor...

Insulet stock: recent moves and what they might mean for investors Insulet (PODD) has recently seen pressure on its share price, with negative returns over the past week, month and past 3 months, prompting some investors to reassess how the stock fits into their portfolios. See our latest analysis for Insulet. At a share price of US$241.93, Insulet has seen its short term share price return weaken, with a 30 day decline of 16.3% and a 1 year total shareholder return of 14.5% in the red. This...