U.S. Software Stock News

Bread Financial Holdings (BFH) just closed out FY 2025 with Q4 revenue of US$602 million and basic EPS of US$1.15, while trailing twelve month EPS came in at US$10.96 on revenue of about US$2.6 billion. Over the last year, revenue has moved from US$2.44 billion to roughly US$2.60 billion on a trailing basis, with net income excluding extra items rising from US$279 million to US$521 million, setting up a cleaner profitability picture. With net profit margin now at 20% and earnings quality...

Cognizant Technology Solutions (NasdaqGS:CTSH) has expanded its AI and digital transformation push through partnerships with Cognition, the creator of Devin AI, and Typeface. The company has also secured multi year renewals with Kohler Co., Travel + Leisure Co., and Flagstar Bank, reinforcing its role in large scale enterprise technology programs. These moves focus on autonomous AI engineering, AI driven marketing operations, and continued cloud and digital modernization across several...

Turning Point Brands recently reported third-quarter revenue and EBITDA that exceeded analyst expectations, underpinned by strong growth in its Modern Oral segment, and amended its at-the-market sales agreement to allow an additional US$200,000,000 of common stock issuance while declaring a regular quarterly dividend payable on January 9, 2026. This combination of better-than-expected operating performance and expanded capital-raising flexibility highlights how the company is simultaneously...

Willis Towers Watson (NasdaqGS:WTW) has completed its acquisition of Newfront Insurance Holdings. The deal brings Newfront's technology-enabled insurance platform and specialty expertise into WTW's U.S. operations. The transaction expands WTW's reach in the U.S. middle market and strengthens its data-driven insurance and risk solutions. For investors watching NasdaqGS:WTW, the Newfront acquisition comes as the shares trade around $316.25, with a 5 year return of 61.4% and a 3 year return of...

Tetra Tech (TTEK) opened fiscal Q1 2026 with revenue of US$1.0b and basic EPS of US$0.40, setting the tone for a quarter where headline figures and profit quality are front of mind for investors. The company has seen quarterly revenue move from US$1.20b in Q1 2025 to US$1.04b in Q1 2026, while basic EPS shifted from roughly flat at US$0.00 in Q1 2025 to US$0.40 in the latest quarter, alongside trailing twelve month EPS of US$1.34 on revenue of US$4.5b. With net income tracking higher on a...

Why H.B. Fuller Is On Investors’ Radar Today H.B. Fuller (FUL) has attracted attention after recent share price moves, with the stock last closing at $60.38. For investors, the key question is how this price connects to the company’s fundamentals. See our latest analysis for H.B. Fuller. The recent 1-day share price return of 1.26% comes after a mixed period, with a 90-day share price return of 5.25% contrasting with a 1-year total shareholder return decline of 3.39%. This suggests momentum...

Murphy Oil (MUR) closed out FY 2025 with Q4 revenue of US$613.1 million and basic EPS of US$0.08, supported by net income excluding extra items of US$11.6 million. Over the last few quarters, the company has seen revenue move between US$663.3 million and US$720.97 million, while quarterly EPS has ranged from a loss of US$0.02 to a profit of US$0.51. The trailing 12 months add up to revenue of US$2.7 billion and EPS of US$0.72. With a trailing net profit margin of 3.9% compared with a prior...

Meritage Homes (MTH) just closed out FY 2025 with fourth quarter revenue of US$1.4b and basic EPS of US$1.21, while trailing twelve month revenue came in at US$5.9b with basic EPS of US$6.40. Over recent quarters the company has seen revenue move from US$1.6b and EPS of US$2.39 in Q4 2024 to US$1.6b and EPS of US$2.06 in Q2 2025, before landing at the latest Q4 2025 levels. With net profit margins easing from 12.3% to 7.7% over the last year, this set of results gives investors plenty to...

Altria Group (MO) has rounded out FY 2025 with fourth quarter revenue of US$5.8b and basic EPS of US$0.67, setting the stage for a full year where trailing twelve month revenue sits at US$23.3b and EPS at US$4.13. Over the last few quarters, the company has seen quarterly revenue range from US$4.5b to US$5.8b while basic EPS has moved between roughly US$0.64 and US$1.41, giving investors a clear read on how the earnings line tracks against the top line. With a trailing net margin of 29.8%...

Satellogic (SATL) is back in focus after extending its national satellite monitoring agreement with the Albanian government for another 11 months, reinforcing recurring demand for its Earth observation services from a sovereign client. See our latest analysis for Satellogic. The contract extension arrives just days after Satellogic completed a series of follow on equity offerings totaling about US$46.5m. The stock has been volatile, with a 1 day share price return of a 2.42% decline, a 30 day...

Global Partners (GLP) has attracted fresh attention after recent trading left the units at $47.84, with returns of 2.3% over the past day, 7.5% over the past week, and 12.1% over the past month. See our latest analysis for Global Partners. Those short term share price gains come after a steadier period, with a 90 day share price return of 5.8% and year to date share price return of 13.2%. The 1 year total shareholder return of 10.3% contrasts with a much stronger 5 year total shareholder...

Korn Ferry (NYSE:KFY) has been appointed Founding Partner for the LA28 Olympic and Paralympic Games. The firm will serve as the Official Talent & Organizational Consulting Partner for LA28. Korn Ferry will support hiring, onboarding, and development of the workforce preparing for the 2028 Games in Los Angeles. Korn Ferry, a global organizational consulting firm, is moving into a very visible role with the LA28 Olympic and Paralympic Games. The company is known for work across executive...

Thermo Fisher Scientific (TMO) closed out FY 2025 with fourth quarter revenue of US$12.2b and basic EPS of US$5.25, alongside net income of US$1.96b, setting a clear benchmark for how the year wrapped up. Over the past six quarters, the company has seen quarterly revenue range from US$10.4b to US$12.2b and basic EPS move between US$3.99 and US$5.25. This gives investors a detailed view of how the top and bottom line have tracked through FY 2024 and FY 2025. With trailing 12 month EPS at...

Coda Octopus Group (CODA) closed out FY 2025 with Q4 revenue of US$7.3 million and basic EPS of US$0.09, alongside net income of US$1.0 million that builds on a trailing 12 month net income base of US$4.1 million. The company has seen quarterly revenue move from US$5.1 million in Q1 2025 to US$7.3 million in Q4, while basic EPS ranged between US$0.08 and US$0.11 over the year. This sets up a picture where investors are weighing higher recent profit levels against net margins that have...

First Guaranty Bancshares (FGBI) has put a turbulent year on the table, with Q4 FY 2025 revenue of about US$19.7 million and EPS of US$0.12, alongside trailing 12 month figures that include revenue of roughly US$13.7 million and an EPS loss of US$4.17. Over the past few quarters, the company has seen revenue move from US$22.2 million in Q3 FY 2024 to US$19.1 million in Q4 FY 2024 and then to US$19.7 million in Q4 FY 2025. Quarterly EPS has swung from US$0.11 in Q3 FY 2024 to a loss of US$3.01...

Citizens & Northern FY 2025 earnings snapshot Citizens & Northern (CZNC) has wrapped up FY 2025 with fourth quarter revenue of about US$35.6 million and basic EPS of US$0.25, while trailing twelve month revenue stands at US$116.6 million with EPS of US$1.46. Over the past few quarters, the bank has seen revenue move from US$28.6 million in Q4 2024 to US$35.6 million in Q4 2025, with quarterly EPS shifting from US$0.53 to US$0.25 over the same period. The trailing net profit margin is 19.9%,...

Merchants Bancorp (MBIN) closed out FY 2025 with fourth quarter revenue of US$157.5 million and basic EPS of US$1.28, alongside trailing 12 month revenue of US$563.7 million and EPS of US$3.78. The company has seen quarterly revenue move from US$141.8 million and EPS of US$0.97 in Q3 2025 to US$157.5 million and EPS of US$1.28 in Q4, with trailing 12 month net income at US$173.6 million versus US$283.7 million a year earlier as margins compressed. That mix of solid top line, shifting EPS and...

Waterstone Financial (WSBF) has wrapped up FY 2025 with fourth quarter revenue of US$37.7 million and basic EPS of US$0.44, while trailing 12 month figures show revenue of US$143.3 million and EPS of US$1.48. This sets a clear earnings season marker for investors. The company has seen quarterly revenue range from US$30.2 million to US$38.0 million over the past year, with basic EPS moving from US$0.17 in Q1 2025 to US$0.45 in Q3 2025, giving a fuller picture of how the business has been...

A. O. Smith (AOS) has wrapped up FY 2025 with fourth quarter revenue of US$912.5 million and basic EPS of US$0.90, alongside trailing twelve month revenue of about US$3.8 billion and EPS of roughly US$3.85 against year ago figures of US$3.8 billion and US$3.65 respectively. The company has seen quarterly revenue move from US$912.4 million in Q4 2024 to US$1,011.3 million in Q2 2025, while basic EPS shifted from US$0.75 in Q4 2024 to US$1.07 in Q2 2025, giving investors a clear view of how...

Hexcel (HXL) has wrapped up FY 2025 with fourth quarter revenue of US$491.3 million and basic EPS of US$0.60, backed by net income of US$46.4 million, giving investors a clear read on how the year closed. Over the last few quarters, the company has seen quarterly revenue move between US$456.2 million and US$491.3 million in 2025, while EPS ranged from US$0.17 to US$0.60, providing a relatively consistent earnings run rate into year end. With trailing 12 month net margin at 5.8%, the focus...

Trending interest in New Era Energy & Digital (NUAI) has picked up after Rosen Law Firm announced a securities investigation tied to a short seller report and a 6.9% one day share price drop. See our latest analysis for New Era Energy & Digital. The recent 6.9% one day share price drop and legal scrutiny come after a sharp run, with a 30 day share price return of 210.97% and a year to date share price return of 114.24%. Over a longer horizon, the 1 year total shareholder return of 150.68%...

Virtu Financial (VIRT) closed out FY 2025 with Q4 revenue of US$783.0 million and basic EPS of US$1.65, alongside trailing twelve month revenue of about US$2.8 billion and EPS of US$5.50 that reflect a 79.9% earnings increase over the past year despite a 15.5% annual decline over five years. The company has seen revenue move from US$2.2 billion and EPS of US$2.98 on a trailing basis at the end of 2024 to US$2.8 billion and EPS of US$5.50 by Q4 2025, while net margin has lifted from 11.7% to...

Arrow Financial (AROW) closed out FY 2025 with fourth quarter total revenue of US$42.6 million and basic EPS of US$0.86, supported by trailing twelve month revenue of US$158.3 million and EPS of US$2.66. Over the past year, the company has seen total revenue move from US$134.6 million in the 2024 fourth quarter period to US$158.3 million on a trailing basis, while EPS shifted from US$1.77 to US$2.66. This sets the stage for investors to focus on how higher net profit margins and a 3.5%...

If you are wondering whether Coherent's share price reflects its real worth or if expectations have simply run ahead of themselves, this article is designed to help you frame that question clearly. The stock most recently closed at US$215.86, with returns of 6.5% over 7 days, 15.6% over 30 days, 11.1% year to date, 140.7% over 1 year and 366.6% over 3 years. These figures naturally raise questions about growth potential and how risk is being priced in. Recent coverage around Coherent has...