U.S. Software Stock News

NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre (MELI) Margin Compression To 6.9% Tests Premium Growth Narrative

MercadoLibre (MELI) just closed FY 2025 with fourth quarter revenue of US$8.8b and basic EPS of US$11.03, alongside full year trailing twelve month revenue of US$28.9b and EPS of US$39.39. Over recent periods the company has seen quarterly revenue move from US$6.1b and EPS of US$12.60 in Q4 2024 to US$7.4b and EPS of US$8.30 in Q3 2025, before reaching the latest Q4 2025 levels. This sets up a results season where investors are focused on how margin trends balance against the headline growth...
NYSE:KRP
NYSE:KRPOil and Gas

Kimbell Royalty Partners (KRP) Profit Swing Challenges Views On Premium P/E And Payout Risk

Kimbell Royalty Partners (KRP) has just wrapped up FY 2025 with Q4 revenue of US$77.1 million and basic EPS of US$0.21, supported by trailing twelve month revenue of US$321.7 million and EPS of US$0.62. Over recent periods the company has seen quarterly revenue move between US$70.9 million and US$90.3 million, while basic EPS has ranged from a loss of US$0.48 to a profit of US$0.22, giving investors a mixed but data rich backdrop for assessing earnings quality. With trailing results pointing...
NasdaqGM:GCMG
NasdaqGM:GCMGCapital Markets

GCM Grosvenor (GCMG) Margin Improvement To 8.2% Challenges Bearish Earnings Narratives

GCM Grosvenor (GCMG) has wrapped up FY 2025 with fourth quarter revenue of US$176.4 million and basic EPS of US$0.33, alongside trailing 12 month EPS of US$0.87 on revenue of US$554.4 million and earnings growth of 142.7% over the past year. Over the last few quarters, revenue has moved from US$165.1 million in Q4 FY 2024 to US$176.4 million in Q4 FY 2025, while quarterly EPS shifted from US$0.17 to US$0.33 over the same period. This was backed by a trailing 12 month net profit margin of 8.2%...
NYSE:OMF
NYSE:OMFConsumer Finance

Is OneMain Holdings (OMF) Offering Value After Recent Share Price Swings?

If you are wondering whether OneMain Holdings at around US$55.69 is offering genuine value or just looks cheap on the surface, this article will help you size up the stock through a valuation lens. The share price has seen mixed moves recently, with a 5.2% decline over the last week, a 3.5% gain over the past month, and a 19.4% decline year to date. Over longer periods, the 1 year and 3 year returns of 20.1% and 96.9% sit alongside a 64.5% return over 5 years. Recent headlines around OneMain...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Amneal Pharmaceuticals (AMRX) Profit Rebound Challenges Concerns Over Earnings Quality

Amneal Pharmaceuticals (AMRX) has closed out FY 2025 with fourth quarter revenue of US$814.3 million and basic EPS of US$0.11, alongside trailing twelve month revenue of about US$3.0 billion and basic EPS of US$0.23. Over recent periods the company has seen quarterly revenue move from US$702.5 million in Q3 FY 2024 to US$730.5 million in Q4 FY 2024 and then to US$695.4 million, US$724.5 million, US$784.5 million and US$814.3 million across the four quarters of FY 2025. Basic EPS shifted from...
NYSE:NNI
NYSE:NNIConsumer Finance

Nelnet (NNI) Margin Recovery To 25.6% Challenges Longstanding Bearish Profitability Narratives

Nelnet (NNI) has capped FY 2025 with fourth quarter total revenue of US$341.5 million and basic EPS of US$1.60, alongside trailing 12 month revenue of US$1.7 billion and EPS of US$11.79, set against a one year earnings growth figure of 132.8%. Over recent periods, total revenue has moved from US$373.5 million and EPS of US$1.73 in Q4 FY 2024 to US$516.1 million with EPS of US$4.97 in Q2 FY 2025 and US$435.7 million with EPS of US$2.94 in Q3 FY 2025, illustrating a year in which shifting...
NasdaqGM:MAAS
NasdaqGM:MAASInsurance

Is It Too Late To Consider Maase (MAAS) After A 64% Monthly Surge?

Wondering whether Maase at US$9.30 is priced for opportunity or already reflecting expectations? This article walks through what the current valuation suggests about the stock. Over the last month, the share price return of 64.0% and a year-to-date return of 59.7%, despite a 4.1% decline over the past week, indicate that the market's view on the stock has been shifting quickly. Recent coverage around Maase has focused on its positioning within the insurance sector and how investors are...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf (WULF) Quarterly Loss Of US$126.6 Million Tests Bullish AI Growth Narratives

TeraWulf FY 2025: Headline Numbers and What They Signal TeraWulf (WULF) has reported FY 2025 results with fourth quarter revenue of US$35.8 million and a basic EPS loss of US$0.30, alongside net income excluding extra items of a US$126.6 million loss. This sets the tone for a year where scale and profitability are clearly still in tension. Over recent quarters, the company has seen revenue move from US$27.1 million in Q3 2024 to US$34.4 million in Q1 2025, US$47.6 million in Q2 2025, US$50.6...
NasdaqGS:LEE
NasdaqGS:LEEMedia

Lee Enterprises (LEE) Q1 Losses Challenge Bullish Narrative Around Low P/S Valuation

Q1 2026 earnings snapshot Lee Enterprises (LEE) opened fiscal 2026 with Q1 revenue of $130.1 million and a basic EPS loss of $0.92, alongside trailing twelve month revenue of $547.8 million and a basic EPS loss of $4.34. Over recent quarters the company has seen revenue move from $144.6 million in Q1 2025 to $130.1 million in Q1 2026. Quarterly basic EPS has ranged from a loss of $2.80 to a loss of $0.31 as net income excluding extra items moved between a loss of $16.7 million and a loss of...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Margin Slippage To 6.2% Tests Bullish Earnings Narratives

Oshkosh (OSK) just wrapped up FY 2025 with Q4 revenue of US$2,688.8 million and basic EPS of US$2.11, supported by trailing twelve month revenue of US$10.4 billion and EPS of US$10.08. The company has seen quarterly revenue move from US$2,598.1 million in Q4 2024 to US$2,688.8 million in Q4 2025, while quarterly EPS shifted from US$2.35 to US$2.11 over the same period. This sets up a picture of steady scale with earnings that investors will be dissecting closely. With a trailing net margin of...
NYSE:XPOF
NYSE:XPOFHospitality

Xponential Fitness (XPOF) Q4 Loss And Ongoing TTM Losses Test Bullish Profitability Narrative

Xponential Fitness (XPOF) closed out FY 2025 with Q4 revenue of US$83.0 million and a basic EPS loss of US$1.17, alongside a trailing twelve month revenue base of US$314.9 million and a TTM basic EPS loss of US$1.47. Over the last six reported quarters, the company has seen quarterly revenue range from US$76.2 million to US$83.2 million while basic EPS losses have moved between US$0.01 and US$1.36. This gives investors a clearer view of how sales and per share results have interacted through...
NasdaqGS:FWRD
NasdaqGS:FWRDLogistics

Forward Air (FWRD) Q4 Loss Of US$28.3 Million Tests Bullish Margin Recovery Narratives

Forward Air (FWRD) just posted its FY 2025 fourth quarter results with revenue of US$631.2 million and a basic EPS loss of US$0.91, while trailing twelve month revenue stands at US$2.5 billion against a trailing EPS loss of US$3.51 and a net loss of US$107.8 million. Over recent quarters, the company has seen quarterly revenue hold in a tight range around US$613.3 million to US$655.9 million, while quarterly EPS losses have moved between US$0.41 and US$2.59. This gives investors a clear view...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Wendys (WEN) Same Restaurant Sales Decline Tests Longstanding Bullish Growth Narratives

Wendy's (WEN) just closed FY 2025 with fourth quarter revenue of US$543 million and basic EPS of US$0.14, alongside net income of US$26 million. Trailing twelve month revenue stood at about US$2.2 billion with EPS of US$0.85. Over recent quarters the company has seen quarterly revenue move from US$523 million in Q1 2025 to US$561 million in Q2 and US$550 million in Q3, with quarterly EPS ranging between US$0.20 and US$0.29 across the first three quarters. This sets up a picture where solid...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

BridgeBio Pharma (BBIO) Q4 Revenue Surge Tests Bullish Growth Narratives Against Ongoing Losses

BridgeBio Pharma (BBIO) closed out FY 2025 with Q4 revenue of US$154.2 million and a basic EPS loss of US$0.99, while trailing 12 month revenue stood at US$502.1 million and EPS at a loss of US$3.78. Over the past six quarters, the company has seen quarterly revenue move from US$2.7 million in Q3 2024 to US$154.2 million in Q4 2025, with basic EPS losses ranging between US$0.86 and US$1.40 over that span. This sets a clear backdrop of high revenue levels paired with ongoing losses. For...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Crinetics Pharmaceuticals (CRNX) Cash Burn And EPS Loss Reinforce Bearish Profitability Concerns

Crinetics Pharmaceuticals (CRNX) closed out FY 2025 with Q4 revenue of US$6.2 million and a basic EPS loss of US$1.29, alongside a net loss of US$122.8 million. Trailing 12 month figures show revenue of US$7.7 million and a basic EPS loss of US$4.95 on a net loss of US$465.3 million. The company’s quarterly revenue moved from US$0 in Q3 2024 to US$6.2 million in Q4 2025, while EPS losses widened from US$0.96 to US$1.29 over the same span, which keeps attention on how quickly revenue can scale...
NYSE:GEL
NYSE:GELOil and Gas

Genesis Energy GEL Returns To Quarterly Profit Challenging Bearish Loss Narratives

Genesis Energy (GEL) has wrapped up FY 2025 with fourth quarter revenue of US$440.8 million and basic EPS of US$0.04, setting a more balanced finish to a year that featured earlier quarterly losses. The company has seen quarterly revenue move from US$398.9 million in Q4 FY 2024 to US$398.3 million in Q1 FY 2025, US$377.3 million in Q2, US$414.0 million in Q3, and finally US$440.8 million in Q4. EPS has ranged from a loss of US$0.60 in Q1 to a modest profit by year end, leaving investors to...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN (IREN) Q2 Loss Challenges Bullish Narratives Around Rapid AI Infrastructure Expansion

IREN (NasdaqGS:IREN) has reported a mixed Q2 2026, with revenue of US$184.7 million and a net loss of US$155.4 million, which translated to EPS of a US$0.52 loss, setting a very different tone to the strong Q1 print. Over the past six quarters, the company’s revenue has moved from US$52.8 million in Q1 2025 to US$240.3 million in Q1 2026 and then to US$184.7 million in Q2 2026. Over the same period, quarterly EPS has swung from a US$0.27 loss in Q1 2025 to US$1.42 in Q1 2026 and back to a...
NYSE:SG
NYSE:SGHospitality

Sweetgreen (SG) Same Restaurant Sales Decline Tests Bullish Automation And Growth Narratives

Sweetgreen (SG) closed out FY 2025 with fourth quarter revenue of US$155.2 million and a basic EPS loss of US$0.42, with trailing twelve month revenue at US$679.5 million and a TTM basic EPS loss of US$1.14 that keeps the story firmly in loss-making territory. Over recent quarters, revenue has moved between US$166.3 million and US$185.6 million, while quarterly basic EPS losses have ranged from US$0.20 to US$0.42. Taken together, this provides a clear picture of a business still investing...
NYSE:SITC
NYSE:SITCRetail REITs

Site Centers (SITC) FFO Loss Challenges Bullish Spin Off And Cash Flow Narratives

Site Centers (SITC) has released its FY 2025 numbers with fourth quarter revenue of US$20.2 million and basic EPS of US$2.55, alongside funds from operations of a US$7.2 million loss and FFO per share loss of US$0.14. Over recent periods, revenue has moved from US$61.3 million in Q3 2024 to US$37.3 million in Q4 2024, then to US$42.7 million in Q1 2025 and US$33.4 million and US$26.6 million in Q2 and Q3 2025. Basic EPS has ranged from a US$0.26 loss in Q4 2024 to US$6.31 in Q3 2024, and from...
NYSE:SMR
NYSE:SMRElectrical

NuScale Power (SMR) Posts US$50.8 Million Q4 Loss Testing Bullish Profitability Narratives

NuScale Power (SMR) closed out FY 2025 with Q4 revenue of US$1.8 million and a basic EPS loss of US$0.24, alongside a net loss of US$50.8 million, keeping profitability firmly in focus for investors. Over the past year, the company has seen quarterly revenue range from US$0.5 million to US$34.2 million, while basic EPS moved between a loss of US$0.11 and a much larger loss of US$1.85. This underscores how sensitive margins remain to project timing and cost swings. With revenue forecasts...
NYSE:MKC
NYSE:MKCFood

Is McCormick (MKC) Now Offering Value After A 35% One-Year Share Price Slide

If you are wondering whether McCormick's current share price reflects its underlying value or if sentiment has moved too far in one direction, this article breaks down what the numbers indicate about valuation. The stock last closed at US$47.90, with returns of a 5.8% decline over 7 days, a 6.1% decline over 30 days, a 28.8% decline year to date, a 35.3% decline over 1 year, a 42.4% decline over 3 years and a 40.9% decline over 5 years. These figures may prompt you to consider whether the...
NYSE:SILA
NYSE:SILAHealth Care REITs

Sila Realty Trust (SILA) Q4 FFO Near US$30 Million Tests Bullish Cash Flow Narrative

Sila Realty Trust (SILA) has closed out FY 2025 with fourth quarter revenue of US$50.7 million, basic EPS of US$0.09 and funds from operations of US$29.8 million, giving investors a clean snapshot of both top line activity and REIT specific cash generation. The company has seen quarterly revenue move from US$46.5 million in Q4 2024 to US$50.7 million in Q4 2025, while basic EPS shifted from US$0.20 to US$0.09 over the same stretch. This sets up an earnings season where the focus lands...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Is It Too Late To Consider Analog Devices (ADI) After A 104% One Year Rally?

If you have been wondering whether Analog Devices at around US$408 per share still offers value, it helps to step back and look at what the recent price action and fundamentals might be saying. The stock shows returns of 1.6% over the last week, 24.8% over the last month, 49.2% year to date and 104.5% over the last year. This can change how investors think about both upside potential and risk. Recent coverage has focused on Analog Devices as one of the larger US semiconductor stocks, with...
NYSE:PAR
NYSE:PARSoftware

PAR Technology (PAR) Revenue Growth Versus Persistent Losses Tests Bullish Narratives

PAR Technology (PAR) closed out FY 2025 with fourth quarter revenue of US$120.1 million and a basic EPS loss of US$0.51, while trailing twelve month revenue reached US$455.5 million alongside a basic EPS loss of US$2.09. The company has seen quarterly revenue move from US$105.0 million and a basic EPS loss of US$0.68 in Q4 2024 to US$120.1 million and a basic EPS loss of US$0.51 in Q4 2025, set against trailing revenue of US$349.9 million and a basic EPS loss of US$2.63 a year earlier. This...