U.S. Software Stock News

NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Pool Corp (POOL) Margin Drift Challenges Bullish Earnings Narrative After FY 2025 Results

Pool Corp (POOL) has wrapped up FY 2025 with fourth quarter revenue of US$982.2 million and basic EPS of US$0.86, alongside trailing twelve month revenue of about US$5.3 billion and EPS of US$10.89. This gives investors a clear snapshot of both its seasonal quarter and full year earnings power. The company has seen quarterly revenue range from US$982.2 million in Q4 2025 to US$1.8 billion in Q2 2025, while basic EPS moved between US$0.86 and US$5.19 over the same period. This sets the...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Photronics Growth Story Balances Record IC Revenue With Insider Selling

Photronics reported record high end integrated circuit revenue for the second consecutive quarter. The company is expanding facilities to broaden its geographic revenue mix as chipmaking becomes more regionally focused. Insiders have been consistently selling shares without any reported insider purchases over the same period. Photronics, trading on NasdaqGS:PLAB, is drawing attention after back to back record quarters for high end integrated circuit revenue alongside an active facility...
NYSE:WH
NYSE:WHHospitality

Is Wyndham Hotels & Resorts (WH) Pricing In Too Much Optimism After Its Recent Rally?

If you are wondering whether Wyndham Hotels & Resorts is pricing in too much optimism or still offering value, this article will walk you through what the current share price could be telling you. The stock last closed at US$81.80, after a 12.4% gain over the past month, while it shows a 23.0% decline over the past year and a 37.0% return over five years. Recent news flow around Wyndham has centered on its position in the global hotel and franchising space, including attention on how brand...
NasdaqGS:SHOO
NasdaqGS:SHOOLuxury

Steven Madden Q4 Beat Highlights Brand Strength But Tariff And Margin Strain

Steven Madden (NasdaqGS:SHOO) reported Q4 2025 results that came in above its prior guidance. The quarter featured strong performance in its core footwear business and the recently acquired Kurt Geiger brand. The company recorded an impairment on intangible assets related to its portfolio. Management cited ongoing U.S. tariff policy challenges and chose not to issue earnings guidance for 2026. Steven Madden, a well known name in branded footwear and accessories, sits at the intersection of...
NYSE:MAIN
NYSE:MAINCapital Markets

Main Street Capital (MAIN) One Off Gain Clouds Earnings Narratives After FY 2025 Results

Main Street Capital (MAIN) has wrapped up FY 2025 with fourth quarter revenue of US$145.5 million and EPS of US$1.46. Trailing 12 month figures sit at US$566.4 million of revenue and EPS of US$5.52, setting a clear baseline for how the business is currently earning its keep. The company has seen quarterly revenue range from US$137.0 million to US$145.5 million through 2025, with EPS moving between US$1.31 and US$1.46, and trailing 12 month net income holding in the US$493.4 million area. This...
NasdaqCM:CBIO
NasdaqCM:CBIOBiotechs

Crescent Biopharma (CBIO) Posts US$10.8m Q4 Revenue Against Heavy Losses Challenging Bullish Narratives

Crescent Biopharma (CBIO) closed out FY 2025 with Q4 revenue of US$10.8 million, basic EPS of a US$3.35 loss, and a net loss of US$92.4 million. Its trailing twelve month revenue was US$10.8 million, with basic EPS of a US$5.59 loss and a total net loss of US$153.9 million. The company’s quarterly revenue moved from US$0 in the first three quarters of FY 2025 to US$10.8 million in Q4. Over the same period, quarterly basic EPS moved from a US$18.39 loss in Q1 to a US$4.93 loss in Q2, a US$1.27...
NYSE:FSS
NYSE:FSSMachinery

Is It Too Late To Consider Federal Signal (FSS) After Its Strong Multi Year Rally

If you are looking at Federal Signal and wondering whether the recent share price puts it at a fair level or not, this article walks through what the current market price might be implying about value. The stock last closed at US$116.43, with a 1.9% decline over the past 7 days, a 6.8% gain over 30 days, a 4.5% return year to date, 44.1% over 1 year, 110.5% over 3 years, and 225.3% over 5 years. Recent news around Federal Signal has largely focused on its position in specialized vehicles and...
NYSE:ACA
NYSE:ACAConstruction

Arcosa (ACA) Margin Expansion Reinforces Bullish Narratives Despite Slower Revenue Forecasts

Arcosa (ACA) books higher FY 2025 earnings with wider margins Arcosa (ACA) has capped FY 2025 with fourth quarter revenue of US$716.7 million and basic EPS of US$1.06, rounding out a year where trailing twelve month EPS reached US$4.26 on revenue of US$2.88 billion and net income of US$208.4 million. The company reported a current net margin of 7.2% compared with 3.6% a year earlier. Over recent quarters the company has seen revenue move from US$632 million in Q1 2025 to US$716.7 million in...
NasdaqGS:MGPI
NasdaqGS:MGPIBeverage

MGP Ingredients (MGPI) Is Down 26.8% After Major Impairment And 2026 Sales Guidance Cut - Has The Bull Case Changed?

MGP Ingredients, Inc. has reported past fourth-quarter 2025 results showing sales of US$138.32 million and a net loss of US$134.63 million, driven largely by a very large US$152.62 million goodwill and intangible asset impairment in its Branded Spirits segment. For 2025 as a whole, the company moved from net income to a net loss, while simultaneously closing a US$117.17 million common stock shelf registration, maintaining a quarterly dividend of US$0.12 per share, and issuing 2026 sales...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Progyny (PGNY) Margins Hold At 4.5% Questioning Bullish Earnings Expansion Narratives

Progyny (PGNY) has just posted its FY 2025 numbers, with fourth quarter revenue of US$318.4 million and basic EPS of US$0.15, alongside trailing twelve month revenue of about US$1.3 billion and basic EPS of US$0.68. Over the past few quarters, revenue has ranged from US$313.3 million to US$332.9 million with basic EPS moving between US$0.15 and US$0.20, while trailing net income excluding extra items sits at US$58.5 million across the last year. For investors, the headline story focuses on...
NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Reassessing AtriCure (ATRC) After Prolonged Share Price Weakness

If you are looking at AtriCure and wondering whether the current share price reflects its true worth, you are not alone. Many investors are asking the same question right now. The stock recently closed at US$31.25, with returns of a 4.1% decline over 7 days, a 17.3% decline over 30 days and a 20.4% decline year to date, adding to a 19.3% decline over 1 year, a 21.7% decline over 3 years and a 51.0% decline over 5 years. These moves have put more attention on how AtriCure is being valued,...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Why Ramaco Resources (METC) Is Down 8.6% After Rare Earth Update And New Securities Lawsuit

Ramaco Resources reported fourth-quarter 2025 sales of US$128.01 million and a net loss of US$14.71 million, alongside a full-year 2025 net loss of US$51.45 million on sales of US$536.62 million, while also being served with a putative securities class action tied to disclosures about its Brook Mine rare earth project. At the same time, the company outlined progress at Brook Mine and highlighted stronger liquidity following recent financings, underlining how its rare earth ambitions and...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Agilysys Rudding Park Deal Tests Platform Ambitions And Depressed Share Price

Agilysys (NasdaqGS:AGYS) has been selected by luxury resort Rudding Park to deliver a unified hospitality management platform. The multi year agreement will see Agilysys technology replace fragmented systems across the resort's guest and back office operations. The deal expands Agilysys's presence in high end hospitality, using Rudding Park as a live reference site for its end to end software suite. For investors watching Agilysys, the Rudding Park win lands at a time when the shares trade...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United Managerial Upheaval Tests Cost Cutting And Profit Recovery

Manchester United (NYSE:MANU) has dismissed manager Ruben Amorim after a brief and costly tenure. Michael Carrick has been appointed interim manager, with early shifts in team performance under his leadership. The club reports a profitability turnaround driven by cost cutting, following recent financial challenges. Manchester United, listed on the NYSE under ticker MANU, is both a football club and a global sports and entertainment brand. The club operates across matchday, media, and...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Navan Lawsuits Versus AI Events Push Create Contrasting Investment Signals

Navan (NasdaqGS:NAVN) is facing securities fraud class action lawsuits tied to its recent IPO, focused on alleged gaps in disclosures around marketing spend and business trajectory. At the same time, the company has rolled out a major AI powered upgrade to its Meetings & Events platform, aimed at corporate travel and events management. Navan has also signed new enterprise partnerships, adding high profile clients while legal proceedings related to the IPO get under way. Navan operates in...
NasdaqGS:OPRT
NasdaqGS:OPRTConsumer Finance

Oportun Financial (OPRT) Earnings Turn To US$25.2 Million Profit Challenging Bearish Risk Narratives

Oportun Financial (OPRT) has wrapped up FY 2025 with fourth quarter revenue of US$189.8 million and basic EPS of US$0.07, alongside net income of US$3.4 million. Its trailing twelve month numbers sit at US$725.2 million in revenue and EPS of US$0.53 on net income of US$25.2 million. Over recent periods the company has seen quarterly revenue move between US$174.8 million and US$194.2 million, with basic EPS ranging from a loss of US$0.75 to a profit of US$0.21. This gives investors a clearer...
NYSE:MBI
NYSE:MBIInsurance

MBIA (MBI) Loss Of US$50 Million Challenges Optimistic Margin Recovery Narrative

MBIA (MBI) has just closed out FY 2025 with fourth quarter revenue of US$13 million and a basic EPS loss of US$1.01, alongside net income from ongoing operations showing a loss of US$50 million. The company has seen quarterly revenue move from US$26 million in Q4 2024 through US$33 million and negative US$43 million in early 2024 to US$21 million, US$15 million, then US$13 million in 2025. Quarterly basic EPS has ranged from a loss of US$5.33 in Q2 2024 to losses of US$1.28, US$0.14 and...
NYSE:GLOB
NYSE:GLOBIT

Globant (GLOB) Margin Squeeze To 4.2% Net Challenges Bullish Profitability Narratives

Globant (GLOB) closed out FY 2025 with Q4 revenue of US$612.5 million and basic EPS of US$0.94, alongside net income excluding extra items of US$41.6 million, setting the tone for how the full year’s profitability story lands with investors. Over the last six reported quarters, revenue has moved in a tight band between US$611.1 million and US$642.5 million while quarterly basic EPS has ranged from a loss of US$0.05 to a high of US$1.00, reflecting shifting earnings power that puts the focus...
NasdaqGS:SFD
NasdaqGS:SFDFood

Smithfield Foods Sioux Falls Expansion Draws Focus To Costs And Valuation

Smithfield Foods, NasdaqGS:SFD, plans to build a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. The new facility is intended to replace the company’s historic existing plant in the city. The expansion is aimed at improving operational efficiency and supporting the surrounding agricultural community. For investors following NasdaqGS:SFD, this project comes with the stock trading at $24.88 and a return of 24.9% over the past year. That kind of move often...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

ANI Pharmaceuticals (ANIP) Profitability Turn In Q4 2025 Tests Premium P/E Narrative

ANI Pharmaceuticals (ANIP) just posted fourth quarter FY 2025 revenue of US$247.1 million with basic EPS of US$1.56, capping a trailing twelve month stretch that saw revenue reach US$883.4 million and basic EPS of US$3.85. The company has seen revenue move from US$190.6 million and basic EPS of a US$0.55 loss in Q4 2024 to US$247.1 million and US$1.56 in Q4 2025, while trailing twelve month EPS shifted from a US$1.04 loss to a US$3.85 profit as margins turned positive. For investors, this set...
NasdaqGM:PRCT
NasdaqGM:PRCTMedical Equipment

PROCEPT BioRobotics Resets Commercial Model To Pursue Higher Quality Growth

PROCEPT BioRobotics (NasdaqGM:PRCT) has overhauled its commercial model, implementing a major realignment of its sales organization and pricing strategy. The company has removed bulk purchase discounts and created a dedicated team focused on driving greater procedural adoption. These changes come alongside significant procedure growth and a reset in financial guidance, marking a key shift in how the company pursues profitability and market expansion. PROCEPT BioRobotics focuses on robotic...
NYSE:AMR
NYSE:AMRMetals and Mining

Alpha Metallurgical Resources FY 2025 Loss Deepens Narrative Rift On Turnaround Forecasts

Alpha Metallurgical Resources (AMR) has wrapped up FY 2025 with fourth quarter revenue of US$520.5 million and a basic EPS loss of US$1.34, while trailing twelve month figures show revenue of about US$2.1 billion and a basic EPS loss of US$4.75. Over the past few quarters, revenue has moved from US$617.3 million in Q4 2024 to US$520.5 million in Q4 2025, with quarterly EPS shifting from a loss of US$0.16 in Q4 2024 to a loss of US$1.34 in Q4 2025. Investors may weigh the recent margin trends...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher’s US$9.9b Masimo Deal Refocuses Growth On Diagnostics Valuation

Danaher (NYSE:DHR) has agreed to acquire Masimo Corporation in a cash and stock deal valued at $9.9b. Masimo, a specialty diagnostics leader, will operate as a standalone business within Danaher’s Diagnostics segment. The transaction is intended to expand Danaher’s presence in healthcare technology and diagnostic solutions. Danaher, trading at around $209.94 per share, is pursuing one of its largest deals as it looks to deepen its role in diagnostics. The stock is up 1.7% over the past year...
NasdaqGS:SND
NasdaqGS:SNDEnergy Services

Smart Sand (SND) Q4 Results Highlight Thin 0.4% Margin Challenge To Bullish Narratives

Smart Sand (SND) has wrapped up FY 2025 with fourth quarter revenue of US$86.0 million, basic EPS of US$0.03 and net income of US$1.2 million, setting the stage for investors to reassess how the business is converting its top line into profits. Over the past few quarters, the company has seen revenue move between US$65.6 million and US$92.8 million per quarter, while basic EPS has ranged from a loss of US$0.62 to a profit of US$0.55, giving a wide view of how earnings have tracked against...