U.S. Software Stock News

NYSE:USFD
NYSE:USFDConsumer Retailing

Is It Too Late To Consider US Foods Holding (USFD) After Its Strong Multi‑Year Rally

If you are wondering whether US Foods Holding is still good value after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$83.79, with returns of 9.5% over 30 days, 12.3% year to date, 17.1% over 1 year, 117.2% over 3 years and 138.7% over 5 years. This naturally raises questions about what is already priced in. Recent coverage around US Foods has focused on its position as a major foodservice distributor in the US and...
NasdaqCM:FNWD
NasdaqCM:FNWDBanks

Finward Bancorp (FNWD) Net Margin Drop Challenges Bullish Earnings Growth Narrative

Finward Bancorp (FNWD) has rounded out FY 2025 with fourth quarter revenue of US$16.6 million and basic EPS of US$0.46. Trailing twelve month revenue came in at US$66.2 million with EPS of US$1.89. The company has seen quarterly revenue move from US$14.9 million in Q3 FY 2024 to the mid US$16 million range through FY 2025. Basic EPS has ranged from US$0.11 in Q1 FY 2025 to US$0.82 in Q3 before landing at US$0.46 in Q4. This sets up an earnings season where investors are likely to focus on how...
NYSE:AJG
NYSE:AJGInsurance

Arthur J. Gallagher Lifts Dividend As Cyber And Medicare Risks Evolve

Arthur J. Gallagher (NYSE:AJG) announced an increase to its quarterly dividend. The dividend change comes as the company manages evolving cyber insurance risk. The update also follows recently proposed minimal Medicare Advantage payment adjustments that affect parts of its benefits-related business. Arthur J. Gallagher, a major insurance brokerage and risk management firm, sits at the crossroads of two important themes for investors right now: cyber risk and healthcare regulation. The...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex (PAYX) Valuation Check As Financing Moves And Dividend Confirmation Draw Fresh Investor Attention

Recent moves by Paychex (PAYX) around its financing and dividends have put the stock on more radar screens as investors weigh revamped revolving credit lines alongside a confirmed quarterly cash payout. See our latest analysis for Paychex. Those financing moves and the confirmed dividend come after a softer share price patch, with a 30 day share price return of 10.13% and a 1 year total shareholder return of 27.32% decline, signaling fading momentum despite a positive 5 year total shareholder...
NYSE:EPR
NYSE:EPRSpecialized REITs

Is EPR Properties (EPR) At An Attractive Price After Recent Share Pullback?

If you are wondering whether EPR Properties is attractively priced today, you are not alone. This article focuses on what the current share price might be telling you about its value. The stock last closed at US$51.70, with returns of 19.4% over 1 year and 83.1% over 5 years. The most recent 7 day return was a 5.7% decline and the 30 day return was 2.4%, with year to date performance at 1.9%. Recent news around EPR Properties has highlighted ongoing interest in its experiential and...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Is It Too Late To Consider Amneal Pharmaceuticals (AMRX) After Its Strong Multi Year Run?

If you are wondering whether Amneal Pharmaceuticals is still priced attractively after its recent run, you are not alone. The stock last closed at US$13.95, with returns of 1.8% over 7 days, 8.1% over 30 days, 10.2% year to date, 59.8% over 1 year, and a very large 3 year return alongside a 183.5% return over 5 years. Recent coverage has focused on Amneal Pharmaceuticals as investors reassess the company and its place in the US pharmaceuticals and biotech space. These developments give extra...
NYSE:GM
NYSE:GMAuto

GM (GM) Q4 Loss And 1.7% Margin Keep Profitability Concerns In Focus

General Motors (GM) closed FY 2025 with Q4 revenue of US$45.3b and a loss per share of US$3.60, as net income excluding extra items came in at a loss of US$3.3b. Across the year, revenue has moved between US$44.0b in Q1 and US$48.6b in Q3, while EPS ranged from US$3.40 in Q1 to US$1.37 in Q3 before swinging to a loss in Q4. This set up a year where the full trailing twelve months delivered Basic EPS of US$3.33 on revenue of US$185.0b. With trailing net margins at 1.7% versus 3.8% a year...
NasdaqGM:ASST
NasdaqGM:ASSTCapital Markets

Strive Asset Management Resets Board To Support Growth And Governance

Strive Asset Management (NasdaqGM:ASST) has reshaped its corporate governance structure with several leadership and board changes. Avik Roy is transitioning into the role of Chief Strategy Officer, shifting his focus toward broader firm wide priorities. Eric Semler has joined the board, along with adjustments to key board committees tied to capital allocation, digital assets, and public policy. For you as an investor, these moves at NasdaqGM:ASST come at a time when asset managers are...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy’s LS Power Deal Tests Growth, Cash Returns And New Leadership

NRG Energy (NYSE:NRG) has received final antitrust and regulatory approvals for its acquisition of LS Power assets. The deal includes 18 natural gas generation facilities and a commercial and industrial virtual power plant platform. The company announced an 8% dividend increase alongside the approvals. NRG Energy also named a new CEO to lead the business following the transaction. NRG Energy enters this news with its shares at $155.11 and a very large 3-year return, around 4x, and a 5-year...
NasdaqCM:BTBT
NasdaqCM:BTBTSoftware

Assessing Bit Digital (BTBT) Valuation As Earnings Forecasts Show Smaller Loss And Revenue Growth

Why Bit Digital (BTBT) is on investors’ radar right now Bit Digital (BTBT) is drawing attention as it heads into an earnings report, where the company is expected to post a loss of $0.02 per share and 17.48% revenue growth year over year. See our latest analysis for Bit Digital. Bit Digital’s recent trading has been choppy, with a 7.46% 1 month share price return and a 38.98% 3 month share price decline. Its 1 year total shareholder return of 29.18% and 3 year total shareholder return of 35%...
NYSE:APH
NYSE:APHElectronic

Amphenol (APH) Earnings Surge 76.2% Challenges Concerns Over Lofty P/E Multiple

Amphenol (APH) closed out FY 2025 with fourth quarter revenue of US$6.4b and basic EPS of US$0.98, alongside trailing twelve month revenue of US$23.1b and EPS of US$3.51 that reflect the latest run rate for the business. The company has seen revenue move from US$4.3b in Q4 2024 to US$6.4b in Q4 2025, with trailing twelve month EPS rising over the same window from US$2.01 to US$3.51, and those results sit against trailing earnings growth of 76.2% and forecast revenue growth of about 14.7% per...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal Highlights Digital And Large Customers As Valuation And Risks Weighed

Fastenal (NasdaqGS:FAST) recently highlighted a growing focus on large, contract-style customers and digital channels during its latest quarterly update. Nearly half of Q4 sales were tied to digital solutions, including e-commerce and inventory management programs, pointing to deeper integration with customers. Management framed these shifts as part of a longer term change in how the company serves industrial clients facing a slower demand backdrop. Fastenal, trading at $43.62, sits at the...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Is Cimpress (CMPR) Offering Value After Mixed Short And Long Term Share Price Moves?

If you are wondering whether Cimpress at around US$77.91 is offering good value or asking too much, you are not alone in asking that question right now. The share price has had a mixed recent run, with a 2.7% decline over the last 7 days, a 12.9% gain over 30 days, 18.7% year to date, 5.0% over 1 year, a very large 3 year return of 121.5% and a 5 year return of 18.0% decline. These swings have kept Cimpress on the radar for investors who pay attention to how sentiment can shift over weeks...
NYSE:EDU
NYSE:EDUConsumer Services

New Oriental Education Q2 Net Margin Compression Challenges Bullish Growth Narrative

New Oriental Education & Technology Group (NYSE:EDU) has put fresh numbers on the table for Q2 2026, with revenue of US$1.2b and basic EPS of US$0.30, against a backdrop of trailing twelve month revenue of US$5.1b and EPS of US$2.38. The company has seen quarterly revenue move between US$1.0b and US$1.5b over the last six reported periods, while basic EPS has ranged from US$0.04 to about US$1.52. This gives investors a clear view of how earnings power has fluctuated as revenue has scaled...
NasdaqGM:PDLB
NasdaqGM:PDLBBanks

Ponce Financial Group (PDLB) Net Margin Surge Challenges Cautious Earnings Growth Narrative

Ponce Financial Group (PDLB) has just wrapped up FY 2025 with fourth quarter revenue of about US$30.3 million and basic EPS of US$0.43, rounding out a trailing twelve month revenue base of roughly US$105.4 million and EPS of US$1.21. Over the past year, the company has seen revenue move from US$82.4 million to US$105.4 million on a trailing basis, while EPS shifted from US$0.46 to US$1.21. This sets up a results season in which margins and earnings quality are front and center for investors...
NYSE:AES
NYSE:AESRenewable Energy

Why AES (AES) Is Up 6.7% After Reaffirming 2025 Outlook And Expanding Renewables Pipeline

In November 2025, AES reported fiscal third quarter results showing adjusted EPS growth versus the prior year and reaffirmed its 2025 guidance, citing contributions from renewables additions, U.S. utility rate base expansion, and more stable conditions in Colombia and Mexico. At the same time, AES continued to build out its clean energy footprint, including seeking US$40 million in funding for onshore wind projects in Argentina and preparing for its upcoming February 2026 earnings call to...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy Weighs Price Momentum Against Valuation And Policy Support

Uranium Energy (NYSEAM:UEC) is highlighting its role as a leading U.S. uranium producer, with a no hedging policy and significant physical inventory. The company is positioning around growing U.S. government support for domestic uranium supply and rising energy demand. UEC is emphasizing its vertically integrated approach as uranium market conditions remain in focus globally. For investors watching uranium, Uranium Energy sits at the center of several important themes. The stock trades at...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation Of America (PKG) Margin Squeeze Challenges Bullish Earnings Growth Narrative

Packaging Corporation of America (PKG) has just posted its FY 2025 numbers, reporting fourth quarter revenue of US$2.4b and basic EPS of US$1.13 alongside net income of US$101.1m. This comes against a trailing twelve month EPS of US$8.61 on US$9.0b of revenue. The company’s quarterly revenue moved from US$2.1b in Q4 2024 to US$2.4b in Q4 2025, while basic EPS shifted from US$2.46 to US$1.13 over the same period. This naturally puts the focus on how margins are holding up through this earnings...
NasdaqCM:SFBC
NasdaqCM:SFBCBanks

Sound Financial Bancorp (SFBC) Earnings Surge And 18.5% Margin Test Skeptical Narratives

Sound Financial Bancorp (SFBC) has wrapped up FY 2025 with fourth quarter revenue of US$9.4 million and basic EPS of US$0.88. Trailing twelve month revenue came in at US$38.8 million with EPS of US$2.81 and earnings growth of 55.3% year over year. Over the past year, revenue moved from US$35.8 million to US$38.8 million and EPS climbed from US$1.81 to US$2.81, setting up an earnings season where the key question is how durable the recent margin gains and higher profit levels really are for...
NasdaqGS:RVSB
NasdaqGS:RVSBBanks

Riverview Bancorp (RVSB) Q3 Results Highlight Rising Non Performing Loans Challenging Bullish Narratives

Riverview Bancorp (RVSB) has just posted its Q3 2026 numbers, with revenue at US$13.9 million and EPS of US$0.07, while trailing 12 month revenue sits at US$53.5 million and EPS at US$0.23. Over recent quarters, revenue has moved from US$12.6 million in Q4 2025 to US$13.3 million in Q1 2026, US$13.6 million in Q2, and now US$13.9 million in Q3, with quarterly EPS ranging between roughly US$0.05 and US$0.07 over the same stretch. For investors, the focus is now on how these earnings and...
NYSE:MTG
NYSE:MTGDiversified Financial

Is MGIC Investment (MTG) Still Attractive After Strong Five Year Share Price Return?

If you are wondering whether MGIC Investment is still good value at around US$26.43, you are not alone, and the answer depends on how you look at its fundamentals and market pricing. The stock is roughly flat over the last week with a 0.9% decline, yet it sits on a 6.7% gain over 1 year and a 150.0% return over 5 years, which naturally raises questions about what is already priced in. Recent coverage has focused on MGIC Investment's position in the mortgage insurance space and how investors...
NasdaqCM:CMTV
NasdaqCM:CMTVBanks

Community Bancorp (OTCPK:CMTV) Margin Strength Reinforces Bullish Earnings Narrative

Community Bancorp’s FY 2025 Earnings Picture Community Bancorp (CMTV) has wrapped up FY 2025 with fourth quarter revenue of about US$12.8 million and EPS of US$0.83, while trailing twelve month revenue came in at roughly US$47.4 million with EPS of US$3.01. Over the past year, the company has seen total revenue move from about US$40.7 million to US$47.4 million and EPS shift from US$2.28 to US$3.01. This provides a clear backdrop for how you might read this latest set of results. With that...
NYSE:SF
NYSE:SFCapital Markets

Stifel Financial Q4 Net Margin Compression Challenges Bullish Earnings Narratives

Stifel Financial (SF) just wrapped up FY 2025 with fourth quarter total revenue of US$1.6 billion and basic EPS of US$2.48, alongside net income excluding extra items of US$255.0 million, setting the tone for how the full year is being read. The company has seen quarterly revenue move from US$1.37 billion and EPS of US$2.26 in Q4 2024 to US$1.56 billion and EPS of US$2.48 in Q4 2025, while trailing twelve month figures show revenue of US$5.5 billion and EPS of US$6.25 against net income of...
NasdaqGS:MRTN
NasdaqGS:MRTNTransportation

Marten Transport (MRTN) Margin Compression Challenges Bullish Earnings Growth Narrative

Marten Transport (MRTN) has wrapped up FY 2025 with Q4 revenue of US$210.1 million and basic EPS of US$0.05, alongside net income of US$3.7 million. Over the past few quarters, the company has seen revenue move from US$237.4 million in Q3 2024 to US$230.4 million in Q4 2024, then to US$223.2 million in Q1 2025, US$229.9 million in Q2 2025, US$220.5 million in Q3 2025 and US$210.1 million in Q4 2025, with EPS ranging between US$0.03 and US$0.09 over that stretch. For investors, a key...