U.S. Software Stock News

DMC Global Inc. has reported its fourth-quarter 2025 results, with sales falling to US$143.53 million from US$152.37 million a year earlier and swinging from a small net income to a net loss of US$11.16 million. For full-year 2025, the company reduced its net loss to US$13.45 million despite lower sales of US$609.84 million, but management’s first-quarter 2026 guidance flags continued operational pressures and weather-related disruptions that are expected to weigh on near-term...

Gladstone Land (LAND) has wrapped up FY 2025 with Q4 total revenue of US$41.6 million, a basic EPS loss of US$0.05, and a net income loss of US$1.8 million, alongside funds from operations of US$0.5 million in losses. Over the last few reported periods, revenue has moved from US$21.2 million in Q4 2024 to US$41.6 million in Q4 2025. Trailing twelve month revenue for the year to Q4 2025 sits at US$88.3 million and basic EPS on the same basis is a loss of US$0.29. For investors, these results...

If you are wondering whether Intapp is starting to look interesting at its current share price, you are not alone and this article is designed to help you weigh that up. The stock has recently seen a 5.2% decline over the last week, a 44.9% decline over the last month and a 67.3% decline over the past year, which will naturally raise questions about both risk and potential future returns. These moves sit against a backdrop of ongoing coverage of Intapp as a listed software company, with...

Jazz Pharmaceuticals (JAZZ) just released its FY 2025 numbers, reporting Q4 revenue of US$1.2 billion and basic EPS of US$3.33, alongside trailing 12 month revenue of US$4.3 billion and a basic EPS loss of US$5.84. Over recent quarters, the company has reported revenue in a range from US$897.8 million in Q1 2025 to US$1.2 billion in Q4 2025, while quarterly basic EPS has moved between a loss of US$11.74 and a profit of US$4.14. This sets up a story where investors are weighing sizeable top...

If you are wondering whether nCino is starting to look attractively priced or just risky after a rough stretch, this article walks through what the current share price might be telling you. The stock last closed at US$15.81, with returns of 3.3% decline over 7 days, 35.4% decline over 30 days, 35.9% decline year to date, 49.2% decline over 1 year and 40.5% decline over 3 years, while the 5 year return sits at 76.7% decline. Recent news around nCino has focused on its role as a cloud banking...

Coty (NYSE:COTY) has withdrawn its fiscal 2026 guidance following weak quarterly results. The company reported a significant decline in organic sales and operating margins alongside this decision. The move comes during an ongoing leadership transition at the beauty and cosmetics group. Coty operates at the intersection of mass and prestige beauty, with brands across fragrances, color cosmetics and skin care sold globally. For you as an investor, the combination of weaker profitability and...

Earlier in February 2026, Figma reported fourth-quarter 2025 sales of US$303.78 million and full-year 2025 sales of US$1.06 billion, alongside a shift from a quarterly net income of US$33.07 million a year ago to a net loss of US$226.56 million and full-year net loss of US$1.25 billion, while issuing 2026 revenue guidance of up to US$1.37 billion and filing a US$744.63 million shelf registration for ESOP-related Class A stock. The earnings release was followed by heavy insider and...

Avista FY 2025 Earnings Snapshot Avista (AVA) closed out FY 2025 with fourth quarter revenue of US$533 million and basic EPS of US$0.87, underpinned by net income of US$71 million as the utility updated investors on its full year performance. Over the last several quarters, revenue has ranged from US$403 million to US$617 million while quarterly EPS has moved between US$0.17 and US$0.98, giving you a clear view of how the top line and per share earnings have tracked through the year. With...

Realty Income (O) has wrapped up FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.32, while FFO reached US$985.9 million, putting FFO per share at US$1.07. Over recent quarters the company has seen revenue move from US$1.34 billion in Q4 2024 to US$1.49 billion in Q4 2025, with basic EPS ranging between US$0.22 and US$0.35 over that stretch as FFO per share held in a tight band around US$1.05 to US$1.07. For income focused investors, the mix of steady FFO and...

TJX Companies FY 2026 Results Snapshot TJX Companies (TJX) closed FY 2026 with fourth quarter revenue of US$17.7b and basic EPS of US$1.58, alongside net income of US$1.8b, reflecting a period where both the top and bottom lines carried weight. Over recent quarters, the company reported revenue of US$14.1b in Q3 FY 2025, US$16.4b in Q4 FY 2025, and US$17.7b in Q4 FY 2026, while quarterly EPS moved from US$1.15 to US$1.23 and then to US$1.58 over the same periods. With trailing twelve month...

Park Hotels & Resorts recently reported fourth-quarter and full-year 2025 results showing lower revenue and a swing to a net loss, reaffirmed a US$0.25 per share first-quarter 2026 dividend, completed a roughly 1.03% share repurchase under its February 2025 authorization, and appointed long-time CFO Sean M. Dell’Orto as Chief Operating Officer while he continues as CFO and Treasurer. An interesting angle is how management is tightening focus on a smaller core portfolio, recycling capital...

In February 2026, Ameresco and Luminace reported the completion of the 5.740 MW Coventry Landfill Solar project in Rhode Island, while Ameresco also partnered with Bradford Exempted Village School District in Ohio on a 304 kW rooftop solar system backed by state grant funding. These projects highlight Ameresco’s ability to turn constrained landfill sites and public school rooftops into income-generating clean energy assets for local communities. Next, we’ll examine how Ameresco’s work...

NRG Energy (NRG) closed out FY 2025 with fourth quarter revenue of US$7.8b and basic EPS of US$0.26, alongside net income of US$50m. Trailing twelve month figures show revenue of US$30.7b, EPS of US$4.09 and net income of US$797m. The company has seen revenue move from US$28.1b to US$30.7b on a trailing basis across the periods provided, with trailing EPS shifting from US$5.14 to US$4.09 over the same window. This sets up a picture where modest top line progress sits against tighter...

If you are wondering whether Arcus Biosciences is attractively priced today, this article walks through what the current share price could imply about the company’s underlying value. The stock last closed at US$20.27, with returns of 4.3% over 7 days, a 9.8% decline over 30 days, a 13.0% decline year to date, a 99.9% gain over 1 year, a 16.4% return over 3 years and a 41.3% decline over 5 years. Recent attention around Arcus Biosciences has largely focused on its pipeline and partnerships in...

Wondering if Texas Roadhouse at about US$181.78 a share still offers value, or if most of the opportunity is already priced in? This article walks through what the numbers are actually saying about the stock. The share price has eased with an estimated 2.7% decline over the last 7 days and a 2.3% decline over the last 30 days, while longer term returns sit at 6.1% year to date and 5.1% over 1 year, with very large gains of 87.6% over 3 years and 111.3% over 5 years. Recent coverage around...

Nomad Foods (NYSE:NOMD) has set a shareholder capital return plan for 2025 that lifts dividends and share repurchases by 38% year on year. The company is also preparing broad organizational and planning changes for 2026 aimed at performance and value creation. This combination of higher cash returns and a reset year ahead marks a clear shift in how Nomad Foods is approaching capital allocation and its business setup. For investors looking at the frozen foods group today, Nomad Foods trades...

If you are wondering whether Flex shares still offer value after a strong run, this article walks through what the current price might be implying about the company. Flex recently closed at US$65.67, with a 7 day return of a 0.2% decline, a 30 day return of 3.0%, a year to date return of 3.1% and a 1 year return of 65.2%, while the 3 year return is very large and the 5 year return is also very large. Recent news coverage has tended to focus on Flex as an established player in electronics...

Innoviva (NasdaqGS:INVA) received FDA approval for NUZOLVENCE, a first in class treatment for uncomplicated urogenital gonorrhea. The company announced a US$125 million share repurchase program alongside the approval. These updates point to meaningful shifts in Innoviva's specialty therapeutics focus and capital allocation approach. For you as an investor, NUZOLVENCE adds a new approved therapy to Innoviva's portfolio, aligning with its push in specialty therapeutics. Gonorrhea treatment is...

General American Investors Company, Inc. has reported its full-year 2025 results, posting revenue of US$24.31 million and net income of US$339.84 million for the year ended December 31, 2025. The contrast between relatively modest revenue and very large net income highlights how investment gains can significantly shape this closed-end fund’s financial profile. With this unusually wide gap between revenue and net income, we’ll explore what the latest earnings mean for General American...

If you are wondering whether Prudential Financial at around US$100.86 is offering fair value or a potential bargain, you are in the right place. The share price has seen a 3.3% decline over the last 7 days and a 7.5% decline over the last 30 days. The 3 year and 5 year returns of 17.3% and 43.5% give longer term holders a different picture compared with the 11.4% year to date and 5.1% 1 year declines. Recent coverage of Prudential Financial has focused on how investors interpret these mixed...

In February 2026, Essential Properties Realty Trust, Inc. completed a follow-on equity offering of approximately US$350,000,000, issuing 10,869,565 common shares at US$32.20 each, a US$1.288 discount to the offer price. This sizable equity raise increases the company’s capital pool but also adds to share count, making dilution and capital deployment efficiency key issues for investors to watch. Next, we’ll examine how this completed US$350,000,000 equity raise could influence Essential...

Tanger FY 2025 Earnings Snapshot Tanger (SKT) has wrapped up FY 2025 with fourth quarter revenue of US$160.3 million and basic EPS of US$0.29, while trailing twelve month revenue sits at US$581.6 million and EPS at US$1.01. The company has seen revenue move from US$537.4 million to US$581.6 million over the last year, with EPS shifting from US$0.89 to US$1.01 on a trailing basis, giving investors a clear view of how the top line and per share earnings have tracked together. With net margins...

eXp World Holdings FY 2025 results set the stage for a profit-focused narrative eXp World Holdings (EXPI) has wrapped up FY 2025 with Q4 revenue of US$1.2b and a basic EPS loss of US$0.08, putting a clear spotlight on how efficiently the business is turning its top line into profits. The company has seen quarterly revenue range from US$954.9m in Q1 2025 to US$1.3b in Q3 2025, while EPS has swung between a loss of US$0.07 in Q1 2025 and a small profit of US$0.02 in Q3 2025. Investors will...

If you are wondering whether Ladder Capital's current share price lines up with its underlying worth, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$10.44, with returns of 0.3% over the past week, a 5.9% decline over the past month, a 5.9% decline year to date, and total returns of a 2.7% decline over 1 year, 21.1% over 3 years, and 34.0% over 5 years. Recent coverage has focused on Ladder Capital as a US listed commercial...