U.S. Software Stock News

Madison Square Garden Entertainment Corp. recently disclosed that a data breach discovered on or about December 16, 2025 exposed personal information via a vulnerability in Oracle’s eBusiness Suite, prompting legal investigations by Edelson Lechtzin LLP on behalf of affected individuals. Beyond potential legal and remediation costs, this incident puts the company’s data security and operational controls under scrutiny at a time when it relies heavily on customer trust for its live...

Without a specific news headline driving attention, Belden (BDC) is drawing interest as investors look at its recent share performance, business profile, and current financial footprint in data infrastructure and industrial connectivity. See our latest analysis for Belden. Belden’s share price has pulled back 2.7% over the last day but still sits at US$143.30 after a strong 30 day share price return of 21.95% and a 1 year total shareholder return of 30.46%, which points to momentum that has...

Asbury Automotive Group recently completed the sale of ten dealerships, generating about US$210 million in net proceeds and expanding its authorized share repurchase program to US$500 million, while also exiting a Chrysler Dodge Jeep Ram store that was acquired and rebranded as Indy CDJR by Matt Bowers. Together, these moves highlight Asbury’s ongoing portfolio reshaping and its preference to return capital to shareholders rather than reinvest all proceeds into owned dealership...

Farmers National Banc recently drew heightened attention as a regional lender with a traditional community banking model centered on Ohio and nearby Midwest markets, where it is contending with margin pressure from higher deposit costs and slower loan repricing. What makes this situation especially important is the combination of rising credit risks in commercial real estate and small business portfolios with questions about how regulatory scrutiny and the interest‑rate backdrop could affect...

Cohen & Steers, Inc. recently declared a first-quarter 2026 cash dividend of US$0.67 per share, up from US$0.62 in the prior quarter, payable on March 19, 2026 to shareholders of record as of March 9, 2026. The 8.1% dividend increase highlights management’s willingness to return more cash to shareholders, which can be an important signal about the firm’s current capital position and confidence in its operations. We’ll now examine how this higher common-stock dividend, alongside the firm’s...

Why Empire State Realty Trust is back on investors’ radar Empire State Realty Trust (ESRT) has moved back into focus after fourth quarter 2025 results showed higher quarterly revenue and net income year over year, alongside fresh leasing wins with major tenants. For the fourth quarter, ESRT reported sales of US$159.72 million and revenue of US$199.22 million, compared with US$155.13 million and US$197.6 million a year earlier. Net income came in at US$20.73 million versus US$12.22 million,...

Fulgent Genetics (FLGT) is back on investors’ radar after its latest update, with 2025 earnings showing US$322.67 million in sales, a wider net loss, and fresh 2026 revenue guidance of about US$350 million. See our latest analysis for Fulgent Genetics. The share price reaction has been sharp, with a 1 day share price return of a 38.09% decline and a year to date share price return of a 40.09% decline, even though the 1 year total shareholder return is roughly flat. This suggests recent...

In February 2026, National Storage Affiliates Trust reported fourth-quarter 2025 results with revenue of US$187.03 million and net income of US$22.89 million, alongside full-year 2025 revenue of US$752.93 million and net income of US$73.78 million, and issued 2026 guidance that included diluted EPS of US$0.93 to US$1.03. Beyond the headline earnings beat, the company highlighted improving occupancy, sequential same-store revenue progress, and funds from operations above expectations, while...

Safety Insurance Group, Inc. reported past full-year 2025 results, with revenue of US$1,263.73 million and net income of US$99.26 million, alongside fourth-quarter net income of US$20.1 million on revenue of US$319.3 million. The company paired these stronger earnings with shareholder-focused actions, including repurchasing US$20 million of stock in the fourth quarter and approving a US$0.92 per-share quarterly dividend payable in March 2026. We’ll now examine how the combination of improved...

Goosehead Insurance (GSHD) just packed earnings, fresh 2026 revenue guidance, an expanded buyback plan, and board changes into one announcement, giving investors several moving pieces to consider at once. See our latest analysis for Goosehead Insurance. The earnings release, fresh 2026 revenue guidance, larger buyback and board refresh came against a backdrop where Goosehead Insurance’s 7 day share price return of 18.29% contrasts with a 30 day share price return decline of 12.35% and a 1...

In late February 2026, CoreWeave reported fourth-quarter 2025 results showing sales rising to US$1.57 billion while net loss widened to US$452 million, alongside guidance for 2026 capital expenditures of US$30 billion to US$35 billion to expand AI data center capacity. Despite delivering full-year 2025 revenue of US$5.13 billion and expanding its contracted revenue backlog to about US$66.8 billion, the company’s heavier losses and aggressive spending plans raised fresh questions about its...

The Morning Bull - US Market Morning Update Monday, Mar, 2 2026 US stock futures are pointing lower this morning, with E-mini S&P 500 futures down about 1.3% and Nasdaq futures off roughly 1.7%, as investors react to a mix of higher costs and geopolitical tension. Government bond yields in Italy, Germany and the UK are higher, which means borrowing is getting more expensive just as Middle East tensions keep energy prices and inflation worries alive. At the same time, factory scorecards such...

In February 2026, Oddity Tech reported fourth-quarter 2025 sales of US$152.73 million and net income of US$5.88 million, alongside full-year 2025 sales of US$809.84 million and net income of US$110.75 million, while completing a US$47 million buyback of 1,250,000 shares previously announced in June 2024. At the same time, management guided to an approximately 30% year-over-year revenue decline for the first quarter of 2026 due to higher acquisition costs, highlighting a short-term...

Kinetik Holdings Inc. recently reported fourth-quarter 2025 revenue of US$430.42 million and net income of US$416.70 million, with full-year 2025 revenue of US$1.76 billion and net income of US$525.93 million, marking a sharp jump in earnings per share from continuing operations versus 2024. Alongside these results, Kinetik highlighted progress on projects such as the Kings Landing sour-gas conversion and the Barilla Draw acquisition, while outlining a 2026 “rebuilding” mandate focused on...

In February 2026, Portland General Electric reported full-year 2025 revenue of US$3,576 million and net income of US$306 million, while also disclosing lower earnings per share than the prior year. On the same day, the company completed a roughly US$480 million follow-on common stock offering, signaling a major capital raise that meaningfully alters its equity base and funding mix. We’ll now examine how this substantial equity issuance may influence Portland General Electric’s investment...

In February 2026, BioLife Solutions, Inc. reported fourth-quarter 2025 sales of US$24.76 million, full-year 2025 sales of US$96.21 million, a reduced full-year net loss of US$4.60 million, and issued 2026 revenue guidance of US$112.5 million to US$115.0 million alongside an expectation of GAAP net income for the year. Management highlighted that growth was primarily driven by its biopreservation media franchise, now embedded in multiple approved cell and gene therapies, supported by a...

Anywhere Real Estate Inc. has released its full-year 2025 results, reporting revenue of US$5,960 million compared with US$5,692 million in 2024, and a net loss of US$90 million versus US$128 million previously. The combination of higher revenue and a smaller net loss points to operational progress that investors may see as a sign of improving financial health, even though the business remains loss-making. We’ll now examine how this revenue growth and reduced net loss might reshape Anywhere...

Omnicell (OMCL) is drawing fresh investor attention after its shift toward software and services was underscored by the ANiGENT acquisition, a move that centers on drug diversion detection and recurring revenue potential. See our latest analysis for Omnicell. While Omnicell’s latest software-focused move has caught attention, the share price tells a mixed story, with a 90 day share price return of 13.79% contrasting with a 5 year total shareholder return decline of 66.95%, suggesting recent...

In late February 2026, LifeStance Health Group reported fourth-quarter 2025 revenue of US$382.2 million and net income of US$11.7 million, issued 2026 revenue guidance of US$1.615 billion to US$1.655 billion, authorized a US$100 million share repurchase plan, and filed follow-on and shelf registrations for new common stock offerings. Together, the return to profitability, expanded capital markets activity, and planned buybacks highlight how LifeStance is actively reshaping its balance...

In late February 2026, Triumph Financial, Inc.’s board declared a quarterly cash dividend of US$17.81 per share on its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock, with holders of NYSE-listed depositary shares receiving US$0.44525 per share payable on March 30, 2026 to investors of record on March 15, 2026. This routine preferred dividend, alongside fresh inflation data that may influence Federal Reserve policy, highlights the contrast between Triumph’s capital return...

If you are wondering whether Sensata Technologies Holding's current share price reflects its true worth, you are not alone. Many investors are asking the same question. The stock last closed at US$37.34, with returns of 0.9% over 7 days, 8.0% over 30 days, 7.0% year to date and 38.8% over 1 year, while the 3 year and 5 year returns sit at 23.7% and 33.1% declines respectively. These mixed returns set the scene for a closer look at what recent developments might mean for the business and its...

Why Sinclair Is On Investors’ Radar Right Now Sinclair (SBGI) has drawn attention after recent share price moves, with the stock around $16.34 and showing double digit returns over the past month and past three months, prompting fresh interest in its current valuation. See our latest analysis for Sinclair. The recent momentum, with a 7 day share price return of 11.92% and 30 day share price return of 12.61% at a current share price of $16.34, sits alongside a 1 year total shareholder return...

Schlage, part of Allegion, has launched the Aspect Collection of interior door hardware, focused on bold design and easier installation. The collection expands Allegion's design centric portfolio and targets homeowners and professionals looking for more modern style options. The announcement highlights Allegion's emphasis on combining aesthetics with everyday usability in its residential product lineup. For investors watching Allegion (NYSE:ALLE), the Aspect Collection lands at a time when...

Bastion Asset Management has opened a significant new equity position in Parsons (NYSE:PSN). The holding ranks as a substantial position within Bastion’s portfolio. The move adds a new institutional holder to Parsons, which focuses on government and critical infrastructure projects. Parsons, traded on the NYSE under the ticker PSN, works across defense, intelligence, and critical infrastructure, areas that often rely on long term federal and public sector contracts. For investors watching...