U.S. Software Stock News

NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly Clark (KMB) Margin Compression Reinforces Bearish Narrative On Earnings Quality

Kimberly-Clark (KMB) has wrapped up FY 2025 with fourth quarter revenue of $4,080 million and basic EPS of US$1.15, setting a clear marker for how the year closed out on both the top and bottom line. The company has seen quarterly revenue move between $4,054 million and $4,163 million through 2025, while EPS ranged from US$1.01 to US$1.40 over the same stretch, giving investors a focused view of how sales and earnings have tracked into the latest print and what that might mean for...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Commvault Systems Q3 Margins Compressed To 7.3% Net Margin Challenge Bullish Growth Narrative

Commvault Systems (CVLT) opened its Q3 2026 scorecard with total revenue of US$313.8 million and basic EPS of US$0.40, alongside net income excluding extra items of US$17.8 million. This gives investors a fresh read on how the business is scaling. The company has seen quarterly revenue move from US$262.6 million in Q3 2025 to US$313.8 million in Q3 2026, while basic EPS shifted from US$0.25 to US$0.40 over the same period. This sets the backdrop for a discussion that now centers on how...
OTCPK:AMBZ
OTCPK:AMBZBanks

American Business Bank (OTCPK:AMBZ) Margin Improvement Reinforces Bullish Earnings Narratives

American Business Bank (AMBZ) has wrapped up FY 2025 with fourth quarter revenue of US$40.1 million and basic EPS of US$1.63, while trailing twelve month revenue came in at US$153.3 million and EPS at US$5.91, supported by earnings growth of 25.2% over the past year. Over recent periods, revenue has moved from US$35.7 million in Q4 2024 to US$40.1 million in Q4 2025, with basic EPS rising from US$1.35 to US$1.63 and trailing net profit margin sitting at 35.3% versus 33% a year earlier. This...
NYSE:HCA
NYSE:HCAHealthcare

HCA Healthcare (HCA) Margin Expansion Reinforces Bullish Earnings Narrative

HCA Healthcare (HCA) closed out FY 2025 with fourth quarter revenue of US$19.5b and basic EPS of US$8.14, alongside net income of US$1,878m. This set the tone for a year in which trailing twelve month revenue reached US$75.6b and EPS came in at US$28.33. Over recent quarters, the company has reported revenue increasing from US$17.5b in Q3 2024 to US$19.5b in Q4 2025, while quarterly basic EPS moved from US$4.95 to US$8.14, giving investors a clear view of both top line scale and earnings...
NYSE:TFIN
NYSE:TFINBanks

Triumph Financial (TFIN) Q4 EPS Rebound Challenges Long Running Bearish Earnings Narratives

Triumph Financial (TFIN) just wrapped up FY 2025 with Q4 revenue of US$121.8 million and basic EPS of US$0.77, underpinned by Q4 net income of US$18.4 million. Over the past year, the company has seen trailing twelve month revenue move from US$396.3 million to US$435.9 million, with basic EPS over the same period going from US$0.55 to US$0.94. For investors, the latest print points to a story where earnings and margins are doing more of the heavy lifting and this sets the stage for a closer...
NasdaqGM:NBN
NasdaqGM:NBNBanks

Northeast Bank (NBN) Net Margin Strength Reinforces Bullish Profitability Narratives

Northeast Bank (NBN) just posted its Q2 2026 numbers, with total revenue of US$50.9 million and basic EPS of US$2.49, alongside trailing twelve month revenue of US$213.1 million and EPS of US$10.56, after a year in which earnings grew 47.7%. Over the past year, total revenue has moved from US$157.7 million to US$213.1 million and EPS from US$7.84 to US$10.56, while net profit margin over the same period was 41.4% against 38.2% a year earlier. This sets up this quarter as a test of how durable...
NYSEAM:PRK
NYSEAM:PRKBanks

Park National (PRK) Margin Expansion Reinforces Bullish Narratives Despite P/E Premium

Park National (PRK) has rounded out FY 2025 with fourth quarter revenue of US$140.5 million and basic EPS of US$2.65, alongside trailing twelve month revenue of US$545.7 million and EPS of US$11.18 that sit against an 18.9% earnings increase over the past year. Over the last few quarters, revenue has moved from US$130.6 million in Q4 2024 to US$137.6 million in Q3 2025 and US$140.5 million in Q4 2025, while quarterly EPS has shifted from US$2.39 to US$2.93 and then US$2.65. This sets up a...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

AGNC Investment (AGNC) Q4 Revenue Rebound Challenges Bearish Narratives On Earnings Volatility

AGNC Investment (AGNC) has wrapped up FY 2025 with Q4 revenue of US$995 million and basic EPS of US$0.83, capping off a year where trailing 12 month revenue reached US$1.8 billion and EPS came in at US$1.48. Over the past six quarters, the company has seen revenue move from US$376 million in Q3 2024 through a low of US$112 million in Q2 2025 to the latest US$995 million print. Quarterly EPS ranged from a loss of US$0.17 in Q2 2025 to US$0.83 in Q4 2025, setting the stage for investors to...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Margin Strength And 7.4% Earnings Growth Test Valuation Premium Narratives

Graco (GGG) has wrapped up FY 2025 with fourth quarter revenue of US$593.2 million and basic EPS of US$0.80, alongside trailing twelve month revenue of US$2.2 billion and EPS of US$3.14 that reflect earnings growth of 7.4% over the last year. Over recent quarters, the company has seen revenue move from US$548.7 million and EPS of US$0.64 in Q4 2024 to US$593.2 million and EPS of US$0.80 in Q4 2025. Trailing twelve month EPS shifted from US$2.88 to US$3.14 as net profit margins edged to 23.3%...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

First Merchants (FRME) Earnings Growth And 34.9% Margin Reinforce Bullish Narratives

First Merchants (FRME) just wrapped up FY 2025 with fourth quarter revenue of US$165.02 million and EPS of US$0.99, while the trailing twelve months showed revenue of US$641.70 million and EPS of US$3.90. Over recent periods the company has seen revenue move from US$610.99 million and EPS of US$3.42 on a trailing basis after Q4 2024 to US$641.70 million and EPS of US$3.90 after Q4 2025. This sets the backdrop for investors to weigh solid earnings power against what happens next for growth...
NYSE:DEA
NYSE:DEAOffice REITs

Does Easterly Government Properties (DEA)'s Strong Quarter and Tax Clarity Reveal a Durable Government-Landlord Edge?

Earlier this week, Easterly Government Properties reported upbeat quarterly results and released the tax characteristics of its 2025 common stock distributions, emphasizing proper tax reporting for shareholders. The combination of stronger operational performance and clarity around distribution taxation highlights how Easterly positions itself as a focused landlord to U.S. Government tenants. Next, we’ll examine how Easterly’s upbeat quarterly performance shapes its investment narrative as a...
NasdaqGS:RBB
NasdaqGS:RBBBanks

RBB Bancorp (RBB) Cost To Income Improvement Reinforces Bullish Profitability Narratives

RBB Bancorp (RBB) closed FY 2025 with fourth quarter total revenue of US$31.7 million and basic EPS of US$0.60, setting the tone for how investors may look at the year just finished. Over the past few quarters, total revenue has moved from US$22.7 million in Q4 2024 to US$31.7 million in Q4 2025, while basic EPS has shifted from US$0.25 to US$0.60 across the same stretch, giving you a clear view of how the top line and per share earnings have tracked into the latest release. With that...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Agilysys (AGYS) Margin Strength And EPS Growth Test High Valuation Narrative In Q3 2026

Agilysys (AGYS) has just posted its Q3 2026 numbers, with revenue at US$80.4 million and basic EPS of US$0.35, giving investors fresh data to weigh against its recent earnings momentum. The company has seen quarterly revenue move from US$69.6 million in Q3 2025 to US$80.4 million in Q3 2026, while basic EPS over the same quarters went from US$0.14 to US$0.35, all against a trailing twelve month EPS of US$1.09. With net profit margin at 9.8% over the last year and earnings growth running ahead...
NasdaqCM:OVLY
NasdaqCM:OVLYBanks

Oak Valley Bancorp (OVLY) Margin Easing Challenges Steady Compounder Narrative In FY 2025 Results

Oak Valley Bancorp FY 2025 earnings snapshot Oak Valley Bancorp (OVLY) has wrapped up FY 2025 with fourth quarter total revenue of about US$20.4 million and basic EPS of roughly US$0.77, setting the tone for how the full year’s numbers land for shareholders. The company has seen quarterly revenue move between US$19.3 million and US$21.2 million over the past six reported periods, while basic EPS has ranged from about US$0.64 to US$0.89, giving investors a clearer view of how the income line...
NasdaqGS:FSBC
NasdaqGS:FSBCBanks

Five Star Bancorp (FSBC) Net Interest Margin Beat Reinforces Bullish Profitability Narratives

Five Star Bancorp (FSBC) has put up another solid quarter for FY 2025, with Q3 revenue of US$38.8 million and EPS of US$0.77, underpinned by net income of US$16.3 million. The company has seen revenue move from US$29.0 million in Q3 FY 2024 to US$38.8 million in Q3 FY 2025, while EPS over that same stretch has gone from US$0.52 to US$0.77, setting up the latest results as part of a clear earnings ramp in a backdrop where margins are a key focus for investors. See our full analysis for Five...
NasdaqGS:HBCP
NasdaqGS:HBCPBanks

Home Bancorp (HBCP) Margin Strength And 22.6% Earnings Growth Challenge Cautious Narratives

Home Bancorp (HBCP) has wrapped up FY 2025 with fourth quarter revenue of US$37.7 million and basic EPS of US$1.48, backed by trailing twelve month revenue of US$148.7 million and EPS of US$5.93 that sit alongside 22.6% earnings growth over the last year. Over the past few quarters, the company has seen revenue range from US$33.9 million in Q3 2024 to US$38.1 million in Q3 2025. Quarterly EPS has moved from US$1.19 to as high as US$1.60, setting up a year where a 30.5% trailing net profit...
NasdaqCM:LNKB
NasdaqCM:LNKBBanks

LINKBANCORP (LNKB) Net Margin Jumps To 31.1% Challenging Cautious Earnings Narratives

LINKBANCORP (LNKB) closed out FY 2025 with fourth quarter revenue of US$23.45 million and basic EPS of US$0.08, while trailing twelve month revenue came in at US$118.04 million and EPS at US$0.90, alongside very large year over year earnings growth and a higher net profit margin of 31.1% versus 6.5% a year earlier. Over the last few quarters the company has seen revenue move from US$28.01 million and EPS of US$0.20 in Q4 2024 to a range of US$23.45 million to US$38.86 million and EPS between...
NasdaqGS:CCBG
NasdaqGS:CCBGBanks

Capital City Bank Group (CCBG) Margin Strength Supports Bullish Narratives Despite Softer Quarterly EPS

Capital City Bank Group (CCBG) closed FY 2025 with fourth quarter total revenue of US$61.5 million and basic EPS of US$0.80, alongside net income of US$13.7 million. On a trailing twelve month basis, EPS stood at US$3.61 on revenue of US$248.7 million and net income of US$61.6 million. Over the past year, the company has seen trailing twelve month revenue move from US$230.9 million to US$248.7 million and EPS rise from US$3.12 to US$3.61, giving you a clear sense of the earnings power behind...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco (IVZ) Net Inflows And Profit Rebound Challenge Longstanding Bearish Earnings Narratives

Invesco (IVZ) has put up a cleaner set of numbers for FY 2025 so far, with Q3 revenue at US$1,640.4 million and EPS of US$0.67, alongside trailing 12 month revenue of US$6,278.1 million and EPS of US$1.47 that support the story of a business that has moved back into the black. Over the past few quarters, revenue has ranged from US$1,483.3 million in Q2 2024 to US$1,640.4 million in Q3 2025, while quarterly EPS has run from a loss of US$0.03 in Q2 2025 to a profit of US$0.67 in Q3 2025, giving...
OTCPK:WCCB
OTCPK:WCCBBanks

West Coast Community Bancorp (OTCPK:WCCB) Non Performing Loan Spike Challenges Bullish Narratives

West Coast Community Bancorp (WCCB) has put up another solid set of numbers for FY 2025, with third quarter revenue at US$32.4 million and basic EPS of US$1.15, supported by trailing twelve month revenue of US$125.0 million and EPS of US$3.86. The company has seen revenue move from US$86.9 million and EPS of US$4.24 on a trailing basis in the second quarter of FY 2024 to US$125.0 million and EPS of US$3.86 by the third quarter of FY 2025. Over the same span, trailing net income shifted from...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

NBT Bancorp (NBTB) Margin Strength And 20.3% Earnings Growth Reinforce Bullish Narratives

NBT Bancorp (NBTB) just wrapped up FY 2025 with fourth quarter revenue of US$181.4 million and basic EPS of US$1.06, capping a trailing twelve month run to US$664.8 million in revenue and EPS of US$3.34. Over the past few quarters, revenue has moved from US$146.3 million in Q4 2024 to US$181.4 million in Q4 2025, while quarterly EPS has ranged from US$0.45 in Q2 2025 to just over US$1.06 most recently. This gives investors a clear view of how the top and bottom lines have tracked through the...
NYSE:BC
NYSE:BCLeisure

Brunswick’s Düsseldorf Wins Highlight Engine Strength And Premium Growth Potential

Brunswick (NYSE:BC) highlighted new supply agreements and product momentum at the 2026 Düsseldorf Boat Show. The company secured exclusive supply deals with leading OEM partners at the event. Brunswick reinforced its leadership position in outboard engines in front of a global audience. The Sea Ray SDX 270 Surf received an award that underscores the brand’s visibility at the show. For investors watching the marine and recreation space, Brunswick operates at the intersection of boat...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical Weighs Cardiac AI Milestone Against Rich Valuation Risk

Intuitive Surgical's da Vinci 5 has received FDA clearance for minimally invasive cardiac procedures. The system includes AI powered and data driven features aimed at supporting surgical planning and execution. Intuitive is also integrating AI capabilities into its Ion endoluminal system for diagnostic and therapeutic procedures. For investors watching Intuitive Surgical (NasdaqGS:ISRG), this new cardiac clearance arrives with the stock trading at $528.81 and showing mixed recent returns,...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Reassessing Liberty Latin America (LILA) After Recent Telecom Sector Interest In The Region

If you are wondering whether Liberty Latin America is priced as a bargain or a value trap, it helps to first look at how the market has been treating the stock recently and how that lines up with its fundamentals. The share price recently closed at US$7.62, with returns of 1.7% over the last 7 days, 1.9% over the last 30 days, 5.0% year to date, and 10.1% over the last year, set against negative 3 year and 5 year returns of 22.2% and 24.4% respectively. Recent coverage has focused on Liberty...