U.S. Software Stock News

NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Hologic (HOLX) Q1 2026 Margin Compression Reinforces Cautious Community Narratives

Hologic Q1 2026: Earnings Reset Puts Margins in Focus Hologic (HOLX) opened fiscal 2026 with Q1 revenue of US$1.0 billion and basic EPS of US$0.80, setting a measured tone for the year after a period where trailing 12 month EPS came in at US$2.42 on revenue of US$4.1 billion. Over recent quarters, the company has seen revenue move from US$988 million in Q4 2024 to US$1.05 billion in Q1 2025 and then to US$1.05 billion in Q1 2026, while quarterly EPS has tracked from US$0.76 to US$0.87 and...
NYSE:DXC
NYSE:DXCIT

DXC Technology (DXC) EPS Rebound To US$0.62 Tests Bearish Earnings Decline Narrative

DXC Technology (DXC) has put up a solid set of numbers for Q3 2026, with revenue of US$3.2b and basic EPS of US$0.62 alongside net income of US$107m. Over the past few quarters, the company has seen revenue hold in a tight band between US$3.2b and US$3.3b while quarterly EPS has moved from US$0.23 and US$0.31 in 2025 into the US$0.62 range in 2026. This has been supported by trailing twelve month EPS of US$2.37 on revenue of US$12.7b and net income of US$423m. For investors, the focus now is...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Meridian Fund Sees Long Term Potential In American Superconductor Rebuild

Meridian Contrarian Fund has highlighted American Superconductor (NasdaqGS:AMSC) for its long term growth potential. The fund pointed to the company’s intellectual property litigation victory and rebuilding phase as key milestones. Meridian also cited opportunities tied to electric grid upgrades, wind power expansion, and naval contracts. American Superconductor, which focuses on power systems and grid technologies, is drawing attention as utilities and governments look at grid reliability,...
NYSE:BBUC
NYSE:BBUCIndustrials

Brookfield Business (BBUC) Q3 Loss Of US$500 Million Reinforces Bearish Earnings Narrative

Brookfield Business (NYSE:BBUC) just posted its FY 2025 third quarter numbers with revenue of US$1,678 million and a basic EPS loss of US$7.14, while trailing twelve month figures show revenue of US$7.7 billion and a cumulative EPS loss of US$15.34. Over recent quarters, revenue has moved from US$1,929 million in Q2 2024 to US$2,209 million in Q4 2024 and then to US$1,966 million and US$1,678 million in Q1 and Q3 2025, with EPS swinging from a profit of US$1.70 in Q2 2024 to losses of...
NYSE:SLG
NYSE:SLGOffice REITs

SL Green Realty Q4 FFO Stability Challenges Bearish Narratives On Cash Generation

SL Green Realty FY 2025 Results Snapshot SL Green Realty (SLG) closed out FY 2025 with Q4 revenue of US$251.2 million and basic EPS of a US$1.48 loss, while trailing twelve month figures showed revenue of US$946.9 million and basic EPS of a US$3.61 loss. Over recent periods, the company has seen quarterly revenue range from US$214.3 million in Q3 2024 to US$251.2 million in Q4 2025, as EPS moved between a small profit of US$0.13 in Q4 2024 and a loss of US$1.48 in the latest quarter...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

ArcBest (ARCB) Q3 EPS Rebound Tests Bearish Margin Narrative

ArcBest FY 2025 earnings snapshot ArcBest (ARCB) has put another data point on the board for FY 2025, with Q3 revenue of US$1,048.1 million and basic EPS of US$1.73, supported by net income of US$39.3 million. The company has seen quarterly revenue move from US$1,077.8 million in Q2 2024 to US$1,001.6 million in Q4 2024 and then to US$967.1 million, US$1,022.3 million and US$1,048.1 million through the first three quarters of 2025, while EPS has ranged from US$1.99 to US$0.13 and up to...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

LPL Financial (LPLA) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results

LPL Financial Holdings (LPLA) just wrapped up FY 2025 with Q4 revenue of US$4.8 billion and basic EPS of US$3.76, alongside net income of US$300.7 million. This puts fresh numbers on the table for investors tracking its full year. The company has seen quarterly revenue move from US$3.4 billion in Q4 2024 to US$4.8 billion in Q4 2025, with basic EPS shifting from US$3.62 to US$3.76 over the same stretch, while trailing 12 month revenue sits at US$16.6 billion and EPS at US$10.97. Margins are...
NasdaqGS:GSIT
NasdaqGS:GSITSemiconductor

GSI Technology (GSIT) Premium P/S And Ongoing Losses Test Bullish Narratives Ahead Of Q3 2026

GSI Technology (GSIT) has just posted its Q3 2026 scorecard, with recent quarters showing revenue around US$6.4 million in Q2 2026 and a basic EPS loss of US$0.11, while the trailing twelve months reflect a basic EPS loss of US$0.43 and net income losses of US$11.66 million. Over the past six reported quarters, revenue has moved from US$4.55 million in Q2 2025 to US$6.44 million in Q2 2026, while basic EPS has ranged from a profit of US$0.04 in Q1 2025 to losses between US$0.08 and US$0.21...
NasdaqGS:RRBI
NasdaqGS:RRBIBanks

Net Interest Margin Expansion At Red River Bancshares (RRBI) Tests Bullish Earnings Narratives

Red River Bancshares (RRBI) just posted its FY 2025 third quarter numbers, reporting total revenue of US$31.3 million and basic EPS of US$1.63, supported by net income of US$10.8 million. The company has seen quarterly revenue move from US$27.6 million in Q3 2024 to US$31.3 million in Q3 2025, while basic EPS has gone from US$1.28 to US$1.63 over the same period, with trailing twelve month EPS at US$6.04 and net income at US$40.7 million. With a trailing net profit margin of 34.1% and a...
NYSE:PHM
NYSE:PHMConsumer Durables

Is It Time To Reconsider PulteGroup (PHM) After Strong Multi Year Share Gains?

If you are wondering whether PulteGroup's current share price still offers value, you are not alone. The stock has attracted a lot of attention from investors checking if the homebuilder is priced fairly. PulteGroup's share price last closed at US$125.09, with returns of negative 0.1% over 7 days, 6.7% over 30 days, 5.1% year to date, 10.8% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on PulteGroup within the US homebuilding sector, as investors track how...
NasdaqGS:HNVR
NasdaqGS:HNVRBanks

Hanover Bancorp (HNVR) Cost Efficiency Rebound Challenges Bearish Margin Narratives

Hanover Bancorp (HNVR) has laid out its FY 2025 scorecard with fiscal third quarter revenue of US$16.7 million and EPS of US$0.47, alongside trailing twelve month revenue of US$68.0 million and EPS of US$1.52, giving investors a clear read on recent earnings power. Over the past year, the company has seen revenue move from US$59.8 million to US$68.0 million on a trailing basis, while trailing EPS shifted from US$1.66 to US$1.52. This sets the backdrop for a conversation about how its 16.2%...
NYSE:ECL
NYSE:ECLChemicals

Ecolab Weighs Digital Growth Against Tariff Pressures And Valuation Premium

Ecolab (NYSE:ECL) is reporting strong momentum in its Digital and Global High-Tech segments. These technology focused businesses are expanding even as the company faces tariff related inflation and softer demand in some areas. The mix of growth in high tech offerings and external cost pressures is a key theme for investors tracking Ecolab's next phase. Ecolab, trading at $281.99, is putting more weight behind its digital and high tech solutions at a time when parts of its portfolio are...
NasdaqGS:MCBS
NasdaqGS:MCBSBanks

MetroCity Bankshares (MCBS) Net Margin Strength Reinforces Bullish Profitability Narratives

MetroCity Bankshares (MCBS) has reported Q3 FY 2025 results with total revenue of US$38.5 million and basic EPS of US$0.68, alongside net income of US$17.3 million, giving investors a fresh read on the bank’s earnings power. The company has seen trailing twelve month revenue shift from US$126.4 million in Q2 2024 to US$147.3 million in Q3 2025, with EPS over that same trailing window moving from US$2.15 to US$2.62. This sets up a results season where margins and earnings quality are front of...
NasdaqGS:UTMD
NasdaqGS:UTMDMedical Equipment

Utah Medical Products (UTMD) Margin Decline Challenges Steady Compounder Narrative

Utah Medical Products (UTMD) closed FY 2025 with Q4 revenue of US$9.0 million and basic EPS of US$0.80, setting the tone for a year where earnings and sales moved within a relatively tight range. Over the past six quarters, quarterly revenue has run between US$9.0 million and US$10.0 million while basic EPS has ranged from about US$0.80 to US$1.02. This gives investors a clear look at how top line and EPS have tracked together through FY 2024 into FY 2025. With trailing net margins easing and...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

Did 53.60% Revenue Growth and Portfolio Expansion Just Shift ANI Pharmaceuticals' (ANIP) Investment Narrative?

ANI Pharmaceuticals recently reported revenue growth of 53.60% and continues to broaden its product portfolio and distribution channels, drawing strong interest from analysts and investors alike. With seven buy ratings and widespread optimism about its expanding business footprint, the company’s position within the pharmaceutical sector is gaining increased attention. Next, we’ll examine how ANI Pharmaceuticals’ rapid revenue growth shapes its investment narrative and what it could mean for...
NasdaqCM:RBKB
NasdaqCM:RBKBBanks

Rhinebeck Bancorp (RBKB) Net Interest Margin Recovery Challenges Multi Year Earnings Decline Narrative

Rhinebeck Bancorp (RBKB) has just posted its FY 2025 numbers, with fourth quarter revenue of US$13.0 million and EPS of US$0.22, while over the trailing twelve months revenue came in at US$51.7 million and EPS reached US$0.93. The company has seen revenue move from US$25.9 million and an EPS loss of US$0.80 over the trailing year to Q4 2024 to US$51.7 million and EPS of US$0.93 over the latest trailing period, giving investors a clear set of revenue and EPS figures to weigh. With a net...
NYSE:FLG
NYSE:FLGBanks

Flagstar Bank Q3 Loss Narrows Yet Keeps Bearish Profitability Narratives In Play

Flagstar Bank National Association (FLG) has just posted another loss for Q3 2025, reporting total revenue of US$481 million and a net loss of US$45 million, or EPS of US$0.11. This keeps the full year firmly in loss making territory so far. Over recent periods the bank has seen revenue move from US$281 million in Q2 2024 to US$381 million in Q3 2024, then to US$480 million in Q4 2024, and US$411 million, US$432 million and US$481 million across Q1 to Q3 2025. Quarterly EPS has ranged between...
NYSE:EMN
NYSE:EMNChemicals

Eastman Chemical (EMN) Margin Compression Challenges Bullish Earnings Growth Narrative

How Eastman Chemical's FY 2025 Numbers Set Up the Next Part of the Story Eastman Chemical (EMN) has wrapped up FY 2025 with fourth quarter revenue of US$1,973 million, Basic EPS of US$0.92 and net income excluding extraordinary items of US$105 million. The trailing twelve months show revenue of US$8.75 billion, Basic EPS of US$4.13 and net income of US$474 million. Over the past few quarters, the company has reported revenue moving from US$2,464 million in Q3 2024 to US$1,973 million in Q4...
NYSE:RAL
NYSE:RALElectronic

Is It Time To Reconsider Ralliant (RAL) After Recent Tech Partnership Updates?

If you are wondering whether Ralliant's current share price gives you good value for your money, you are not alone. This article is built to help you assess that. Over the short term, the stock has seen a 1.4% decline over the past week, a 4.0% gain over the last 30 days and a 3.4% return year to date, which has likely caught the attention of investors tracking short term moves. Recent coverage has focused on Ralliant's position in the tech sector and how investors are reacting to its latest...
NYSE:CHD
NYSE:CHDHousehold Products

Church And Dwight Q3 Margins And EPS Support Bullish Profitability Narratives

Church & Dwight (CHD) just posted its FY 2025 third quarter numbers, with revenue of US$1,585.6 million and basic EPS of US$0.75, alongside net income of US$182.2 million. The company has seen quarterly revenue move from US$1,511.2 million in Q2 2024 to US$1,582.0 million in Q4 2024 and then to US$1,585.6 million in Q3 2025. Over the same periods, basic EPS shifted from US$1.00 to US$0.77 and then to US$0.75, creating a picture in which the headline growth story is now as much about how...
NasdaqGM:GUTS
NasdaqGM:GUTSMedical Equipment

Fractyl Health (GUTS) Is Down 78.0% After Positive REMAIN-1 Midpoint Data And De Novo FDA Plan - Has The Bull Case Changed?

On 29 January 2026, Fractyl Health reported positive six-month randomized midpoint data from its REMAIN-1 study, showing Revita-treated patients had less weight regain and better cardiometabolic markers than sham after stopping GLP-1 drugs, and outlined plans to seek FDA De Novo classification. An interesting angle is that Revita is being explored specifically as a tool to help maintain weight loss after GLP-1 discontinuation, targeting a growing clinical gap. Against this backdrop, we’ll...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Will Analyst Optimism and Estimate Revisions Change Camtek's (CAMT) Narrative?

In recent weeks, Camtek has attracted heightened attention as analysts anticipate year-over-year gains in earnings and revenue ahead of its upcoming results, while the stock has outperformed both its sector and the broader market over the past month. What stands out is that, even with a current Zacks Rank of Hold and some valuation concerns, analyst estimate revisions and an overall “Outperform” consensus suggest growing confidence in the company’s business health and profitability. With...
NYSE:AA
NYSE:AAMetals and Mining

Is It Too Late To Reassess Alcoa (AA) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Alcoa's current share price still offers value after a strong run, this article will walk you through what the numbers are saying about the stock. The shares closed at US$56.81, with returns of 6.9% over the last 30 days, a 62.9% gain over the past year and 183.9% over five years, although the latest 7 day move was an 8.7% decline and year to date returns sit at 0.5%. Recent coverage of Alcoa has focused on how its share price reacts to shifts in sentiment around...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

Is It Time To Reassess Cavco Industries (CVCO) After The Recent Share Price Slide

If you are wondering whether Cavco Industries at around US$492 per share still offers good value after a strong multi year run, this article will walk through what the current price could mean. The stock has seen a 26.3% decline over the last 7 days and a 16.8% decline year to date, while the 3 year and 5 year returns stand at 79.6% and 138.5% respectively. Recent coverage has highlighted Cavco Industries as a long term compounder in manufactured housing and as part of broader discussions on...