U.S. Software Stock News

Valero Energy (VLO) closed out FY 2025 with fourth quarter revenue of US$30.4b and basic EPS of US$3.74, capping a year in which trailing twelve month revenue sat at US$122.7b and EPS at US$7.60. The company has seen quarterly revenue move from US$29.2b in Q4 2024 to between US$28.2b and US$31.3b across 2025, while basic EPS shifted from US$0.89 in Q4 2024 to a range spanning a loss of US$1.90 in Q1 2025 through to US$3.74 in Q4, leaving investors focused on how a 1.9% trailing net margin and...

Earnings catalyst and what changed in the quarter Cadence Bank (CADE) shares were reacting to fresh fourth quarter 2025 results, with investors weighing higher net interest income and net income against a step up in net charge offs and a separate preferred stock dividend announcement. See our latest analysis for Cadence Bank. Those fourth quarter figures have come after a mixed stretch in the share price, with a 13.46% 90 day share price return contrasting with a slightly negative year to...

Raymond James Financial Q1 2026 Earnings Snapshot Raymond James Financial (RJF) opened fiscal 2026 with Q1 revenue of US$3.7 billion and basic EPS of US$2.85, setting the stage for investors to reassess how the firm is converting its sizeable top line into profit. The company has seen quarterly revenue move from US$3.5 billion in Q1 2025 to US$3.7 billion in Q1 2026, while basic EPS shifted from US$2.94 to US$2.85 over the same period. This gives a clean read on how recent growth is feeding...

Otis Worldwide (OTIS) has been drawing attention after a stretch of mixed share performance, with returns negative over the past year and positive over the past 3 years and 5 years. See our latest analysis for Otis Worldwide. At a share price of US$87.16, Otis Worldwide has seen short term weakness, with a 7 day share price return of 3.45% decline and a 90 day share price return of 6.04% decline. Its 5 year total shareholder return of 48.47% suggests longer term holders have seen a very...

WEC Energy Group (NYSE:WEC) has announced the planned retirement of longtime executive and chairman Gale Klappa. Current CEO Scott Lauber is set to assume the additional role of chairman as part of the leadership transition. The company is also pursuing new nuclear power generation opportunities at the Kewaunee site as it evaluates future energy supply options. For investors watching WEC Energy Group at a share price of $110.41, this leadership change comes after multi year returns of 29.5%...

Salesforce (NYSE:CRM) secured a $5.6b, 10 year contract with the U.S. Army to modernize military operations using cloud and AI. The company launched EMBERPOINT LLC, a wildfire management venture using AI and autonomous systems with Lockheed Martin, PG&E, and Wells Fargo. Both moves extend Salesforce beyond its core CRM roots into defense technology, public safety, and critical infrastructure. At a share price of $214.08, Salesforce enters these agreements after a period of mixed stock...

Recent commentary on Frontier Group Holdings (ULCC) is focusing on weak growth in revenue passenger miles, ongoing free cash flow deficits tied to reinvestment, and a sizeable debt load that could raise dilution risk if new capital is required. See our latest analysis for Frontier Group Holdings. At a share price of $4.99, Frontier has a 90 day share price return of 29.27%. However, the 1 year total shareholder return of a 41.50% decline shows that recent momentum is rebuilding from a weaker...

3D Energi has entered a trading halt after defaulting on funding obligations for its share of the Otway Basin exploration campaign led by ConocoPhillips. The payment default relates to an active offshore exploration project, raising questions about funding arrangements and future work plans for the joint venture. The situation introduces fresh uncertainty around project timing and partnership structure at a time when ConocoPhillips, NYSE:COP, is engaged in exploration activity in the...

Earlier this week, First Financial Bankshares’ boards appointed longtime insider David Bailey as CEO and President, succeeding F. Scott Dueser, who moved into the Executive Chairman role under a transition and retirement agreement. Bailey’s rise from bank teller to the top job, coupled with his extensive community leadership roles, underscores a leadership profile deeply rooted in the bank’s culture and regional ties. We’ll now examine how Bailey’s appointment from within the organization...

In January 2026, Sphere Entertainment Co., together with the State of Maryland, Prince George’s County, and Peterson Companies, announced plans for a second U.S. Sphere venue at National Harbor, backed by about US$200 million in combined public and private incentives and projected to support thousands of jobs and billions in annual economic impact. The project is the first to use Sphere’s smaller-scale venue design, highlighting a flexible expansion model that could broaden the company’s...

Hilltop Holdings Inc. reported strong fourth-quarter and full-year 2025 results on January 29, 2026, including net income of US$41.58 million for the quarter and US$165.59 million for the year, alongside higher earnings per share and net interest income versus a year earlier. On the same day, the board lifted the quarterly dividend to US$0.20 per share and authorized a US$125 million buyback program funded from cash, highlighting a simultaneous focus on capital returns even as quarterly net...

Planet Labs Germany GmbH previously announced an enterprise-scale agreement with Slovenia’s national surveying and mapping authority, giving state and municipal bodies access to frequent satellite imagery and high-resolution tasking to support agriculture, urban planning, environmental monitoring, and disaster response across the country. This deal highlights how government customers are starting to embed commercial earth-observation data into core public infrastructure, potentially making...

If you are trying to figure out whether Microchip Technology is fairly priced or not, the recent share moves give you plenty to think about. The stock last closed at US$79.36, with returns of 5.2% over 7 days, 22.7% over 30 days, 22.0% year to date, 48.4% over 1 year, 1.0% over 3 years and 22.1% over 5 years. Over the past year, Microchip Technology has been in focus as investors reassessed a wide range of semiconductor names and their roles in long term chip demand. That backdrop helps...

Amazon.com (AMZN) continues to attract attention after posting annual revenue of US$691.3b and net income of US$76.5b, prompting investors to reassess how its current share price lines up with these fundamentals. See our latest analysis for Amazon.com. At a share price of US$241.73, Amazon.com has posted a 6.72% year to date share price return. Its 3 year total shareholder return of 114.09% contrasts with a more modest 3.02% total shareholder return over the past year, hinting that earlier...

If you are wondering whether Allison Transmission Holdings is offering good value at around US$111.56 per share, this article walks through what the current price might mean for you. The stock is roughly flat over the past week with a 0.5% gain, up 12.8% over the last month and year to date, while the 1 year return shows a 4.9% decline. Recent attention on Allison Transmission has centered on its position in the capital goods space and how investors are weighing its long term prospects...

Block (XYZ) finished the latest session at US$62.21, with the stock showing declines over the past week, month, past 3 months, as well as over the past year and longer periods. See our latest analysis for Block. With the latest close at US$62.21, Block’s recent share price return has been weak over both the past quarter and the last year, and the multi year total shareholder return also points to fading momentum rather than a short term dip. If you are reassessing your exposure to fintech and...

Event context and recent performance Bright Horizons Family Solutions (BFAM) has been drawing attention after recent share price weakness, with the stock showing negative returns over the past week, month and past 3 months as investors reassess childcare and workplace services exposure. See our latest analysis for Bright Horizons Family Solutions. Zooming out, the recent 10.58% 1 month share price decline and 16.40% 3 month share price decline sit alongside a year to date share price return...

Comcast reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$32,310 million, full-year net income of US$19,998 million, a maintained annual dividend of US$1.32 per share, and continued share repurchases under its long-running buyback program. Behind the headline figures, pressure in the core broadband business was balanced by growth in wireless, Peacock streaming, and theme parks, while new technology launches like RealTime4K and leadership changes point to a...

Arrow Electronics stock: recent move and key fundamentals Arrow Electronics (ARW) has drawn closer investor attention after a recent share price move, prompting a closer look at how its current performance metrics and business profile line up for longer term holders. See our latest analysis for Arrow Electronics. At a share price of US$132.91, Arrow Electronics has seen firm near term momentum, with a 30 day share price return of 17.61% and a 1 year total shareholder return of 13.60%, while...

Earlier in January, the U.S. government issued a stop‑work order on AeroVironment’s BADGER phased array antenna contract for the Space Force’s SCAR program, triggering negotiations to convert the current arrangement into a firm-fixed-price agreement under revised requirements. This shift from a cost-plus to fixed-price structure introduces meaningful uncertainty around contract profitability and execution risk at the same time AeroVironment is expanding its defense technology portfolio...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

If you are wondering whether NorthWestern Energy Group at around US$67.63 still offers value, you are not alone; this article looks at what that price might imply. The stock has been relatively steady over the last week with a 0.1% decline, while its 30 day return of 4.5% and 1 year return of 30.7% have caught the eye of investors who follow utilities. Recent attention on NorthWestern Energy Group has focused on its role as a regulated utility and how that position fits into portfolios...

NVR (NVR) continues to trade actively after recent moves in its share price, with the stock closing at US$7,623.76. That puts fresh attention on how its returns and fundamentals currently line up. See our latest analysis for NVR. Zooming out, NVR’s recent pullback sits against a year-to-date share price return of 4.74% and a 1-year total shareholder return decline of 6.35%. The 3-year total shareholder return of 41.03% points to longer term momentum that has been stronger than the recent...

On January 2, CLSA began coverage of Atour Lifestyle Holdings Limited, highlighting its asset-light hotel model, differentiated guest offerings, and brand-focused retail operations as reasons it views the group as a premium alternative in China’s hospitality market. CLSA also pointed to Atour’s supply chain capabilities and retail monetization of its brand as important contributors to a more resilient profit profile during weaker hotel demand cycles. Next, we’ll examine how CLSA’s emphasis...