U.S. Software Stock News

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...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Is It Too Late To Consider Sezzle (SEZL) After A 72% One Year Share Price Jump

If you are looking at Sezzle and wondering whether the current share price reflects its true worth, this article will walk through what the numbers are really saying about value. The stock has seen a 3.9% return over the last 7 days, 1.9% over 30 days, 6.4% year to date and 71.8% over the past year, which has put valuation firmly on many investors' radar. Recent news coverage has focused on Sezzle's position in the buy now, pay later space and how investor sentiment has shifted around that...
NYSE:CFG
NYSE:CFGBanks

Is It Too Late To Consider Citizens Financial Group (CFG) After A 98.6% Five Year Run?

If you are wondering whether Citizens Financial Group is still reasonably priced after its recent run, or if the value case is starting to thin out, this article is designed to give you a clear, numbers-first view of where the stock stands. The share price closed at US$62.92, with a 1.8% decline over the last 7 days, a 6.4% return over 30 days, a 5.9% return year to date, and longer term returns of 37.2% over 1 year, 63.7% over 3 years, and 98.6% over 5 years. This naturally raises questions...
OTCPK:QNBC
OTCPK:QNBCBanks

QNB Corp (OTCPK:QNBC) EPS Jump Challenges Long Term Earnings Decline Narrative

QNB Corp (QNBC) has just wrapped up FY 2025 with fourth quarter revenue of US$16.0 million and EPS of US$1.07, while trailing 12 month revenue came in at US$57.7 million and EPS at US$3.79, setting a clear earnings baseline for investors. Over the past few quarters, the company has seen revenue move from US$12.9 million in Q4 2024 to US$16.0 million in Q4 2025, with quarterly EPS shifting from US$0.83 to US$1.07 and trailing 12 month EPS moving from US$3.12 to US$3.79, giving a fuller picture...
NYSE:NBHC
NYSE:NBHCBanks

National Bank Holdings (NBHC) Q4 Margin Compression Challenges Bullish Profitability Narratives

National Bank Holdings (NBHC) closed out FY 2025 with Q4 revenue of US$91.5 million and basic EPS of US$0.42, alongside trailing twelve month revenue of US$398.3 million and EPS of US$2.86, framing the full year picture. Over recent periods the company has seen quarterly revenue move between US$91.5 million and US$110.4 million while basic EPS ranged from US$0.42 to US$0.92, setting expectations around earnings power as investors parse the latest print. With a trailing net profit margin of...
NYSE:STEL
NYSE:STELBanks

Stellar Bancorp (STEL) Net Interest Margin Stability Tests Bullish Profitability Narratives

Stellar Bancorp (STEL) closed out FY 2025 with fourth quarter revenue of US$103.8 million and basic EPS of US$0.51, alongside net income of US$26.1 million. Trailing twelve month revenue came in at US$413.3 million with EPS of US$1.99 and net income of US$102.9 million. Over recent periods, revenue has moved between US$101.1 million and US$113.8 million per quarter as basic EPS ranged from US$0.46 to US$0.63, giving investors a clear view of how the top line and per share earnings have...
NasdaqCM:FRAF
NasdaqCM:FRAFBanks

Franklin Financial Services (FRAF) Net Interest Margin Improvement Tests Cautious Narratives

Franklin Financial Services (FRAF) closed out FY 2025 with fourth quarter revenue of US$23.0 million and EPS of US$1.35, capping a trailing twelve month EPS of US$4.74 and net income of US$21.2 million. Over recent periods, the company has seen quarterly revenue move from US$14.9 million in Q4 2024 to US$23.0 million in Q4 2025, while quarterly EPS shifted from US$0.11 to US$1.35. This has set up a results season in which investors are weighing that earnings profile against the stock’s 2.67%...
NYSE:PPG
NYSE:PPGChemicals

PPG Industries (PPG) EPS Growth And 10% Margin Challenge Muted Earnings Narratives

PPG Industries (PPG) just closed out FY 2025 with Q4 revenue of US$3,914 million and basic EPS of US$1.35, capping a trailing twelve month EPS figure of US$6.94 and net income from continuing operations of US$1,571 million on revenue of about US$15.9 billion. Over the last few quarters, revenue has moved from US$3,729 million in Q4 2024 to US$4,195 million in Q2 2025, before landing at US$3,914 million in Q4 2025. Quarterly basic EPS ranged between US$0.01 and just under US$1.98 during that...
NasdaqGS:CFFN
NasdaqGS:CFFNBanks

Capitol Federal Financial (CFFN) Net Margin Expansion Challenges Cautious Earnings Narratives

Capitol Federal Financial (CFFN) opened Q1 2026 with total revenue of US$55.7 million and basic EPS of US$0.16, supported by trailing 12 month net income of US$72.8 million. The company has seen total revenue move from US$46.2 million in Q1 2025 to US$55.7 million in Q1 2026, while basic EPS over the same period shifted from US$0.12 in the quarter a year ago to US$0.16, setting up a results season in which higher net profit margins are a key part of the story for investors. See our full...
NasdaqCM:BWB
NasdaqCM:BWBBanks

Bridgewater Bancshares (BWB) Earnings Surge 46.1% Challenges Skeptical Profitability Narratives

Bridgewater Bancshares (BWB) has just wrapped up FY 2025 with fourth quarter revenue of US$37.4 million and basic EPS of US$0.45, while trailing twelve month revenue came in at US$137.3 million and EPS at US$1.53 on net income of US$42.0 million. Over the past year, revenue has moved from US$106.0 million on EPS of US$1.05 and net income of US$28.8 million in the prior trailing period to the latest US$137.3 million, EPS of US$1.53 and net income of US$42.0 million. This progression gives you...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

How Investors Are Reacting To Paramount Skydance (PSKY) Expanding Streaming Reach And Live Sports Ad Tech

In January 2026, Sky and Paramount Global Content Distribution announced an expanded exclusive partnership for New Zealand, while Paramount Skydance unveiled live, in-game programmatic ad buying for marquee sports such as UFC on Paramount+ in the US. Together, these moves highlight how Paramount Skydance is trying to deepen international content distribution while also refining monetization tools around premium live sports streaming. Next, we’ll examine how the introduction of live...
NYSE:BMI
NYSE:BMIElectronic

Badger Meter (BMI) Margin Stability At 15.5% Tests Bullish Earnings Momentum Narratives

Badger Meter (BMI) closed out FY 2025 with fourth quarter revenue of US$220.7 million and basic EPS of US$1.14, alongside net income of US$33.6 million. On a trailing twelve month basis, revenue was US$916.7 million with EPS of US$4.82 and net income of US$141.6 million. The company reported quarterly revenue increasing from US$205.2 million in Q4 2024 to US$220.7 million in Q4 2025, and basic EPS rising from US$1.05 to US$1.14 over the same period. This sets up the latest report as a check...
NYSE:PFS
NYSE:PFSBanks

Provident Financial Services (PFS) Margin Jump To 33.6% Tests Cautious Valuation Narratives

Provident Financial Services (PFS) just wrapped up FY 2025 with fourth quarter revenue of US$226.9 million and basic EPS of US$0.64, capping a trailing twelve month run that produced US$866.8 million in revenue and EPS of US$2.23. Over the past year, revenue has moved from US$607.2 million on a trailing basis to US$866.8 million, while EPS has risen from US$1.05 to US$2.23, with net income over the same window at US$291.2 million. This sets up a story that now focuses on how durable these...
NasdaqGS:FCBC
NasdaqGS:FCBCBanks

First Community Bankshares (FCBC) Net Interest Margin Resilience Challenges Bearish Narratives

First Community Bankshares (FCBC) closed out FY 2025 with Q4 revenue of US$43.8 million and basic EPS of US$0.68, compared with Q4 FY 2024 revenue of US$40.6 million and EPS of US$0.71. Full year trailing revenue came in at US$167.4 million and EPS at US$2.66. Over the past few quarters, the company has reported revenue of US$40.2 million and EPS of US$0.64 in Q1 2025, US$42.2 million and US$0.67 in Q3 2025, and the latest Q4 figures. For investors, the mix of stable revenue, EPS performance...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

UMB Financial (UMBF) Net Interest Margin Strengthens Bullish Earnings Narrative

UMB Financial (UMBF) has wrapped up FY 2025 with fourth quarter revenue of US$695.9 million and basic EPS of US$2.76, supported by trailing twelve month revenue of about US$2.5 billion and EPS of US$9.35. Over the past year, the company has seen revenue move from US$1.57 billion on a trailing basis in Q4 2024 to US$2.50 billion in Q4 2025, while trailing EPS shifted from US$9.05 to US$9.35. This sets the stage for investors to focus on how that earnings profile lines up with the latest growth...
NasdaqGS:WNEB
NasdaqGS:WNEBBanks

Western New England Bancorp (WNEB) EPS Jump Reinforces Bullish Profitability Narrative

Western New England Bancorp (WNEB) closed FY 2025 with fourth quarter total revenue of US$22.5 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$82.3 million and EPS of US$0.76 that sits against a 30.9% earnings increase over the past year. Over recent periods, total revenue has moved from US$19.3 million in Q4 2024 to US$22.5 million in Q4 2025, while quarterly EPS has shifted from US$0.16 to US$0.26 over the same stretch, giving investors a clear view of how...
NYSE:BXP
NYSE:BXPOffice REITs

Boston Properties (BXP) Steady FFO Highlights Cash Focus And Challenges Bearish Narratives

Boston Properties (BXP) closed out FY 2025 with Q4 revenue of US$923.4 million and basic EPS of US$1.57, while funds from operations reached US$280.2 million, or US$1.77 per share, putting the focus firmly on cash generation from its portfolio. Over the past year, the company has seen revenue move from US$852.4 million in Q4 FY 2024 to US$923.4 million in Q4 FY 2025, alongside a shift in basic EPS from a loss of US$1.44 to a profit of US$1.57. This sets the backdrop for how you might weigh...