U.S. Software Stock News

Bill Ackman's investment in Hilton Worldwide Holdings (NYSE:HLT) has recently stood out by outperforming several other major stocks in his portfolio. The share price is currently $315.96, drawing fresh attention to Hilton as a key holding for a high profile investor. This move is putting a spotlight on Hilton's long term appeal and is feeding into broader discussion around investor confidence in the company. Hilton Worldwide Holdings sits in a stronger spotlight right now because its role...

Dillard's is pulling back from opening new stores and focusing on improving existing locations. The company is responding to weak same store sales and pressure on earnings over the past two years. This shift raises questions about how Dillard's plans to keep and grow its customer base in a changing retail market. Dillard's, listed as NYSE:DDS, is adjusting its playbook at a time when its recent sales and earnings have been under pressure. The stock has delivered strong long term returns,...

If you are wondering whether American Electric Power Company is reasonably priced after its recent run, this article walks through what the numbers actually suggest about value, not just the share price. The stock last closed at US$129.37, with returns of 10.9% over the past 30 days and 26.9% over the last year, adding to longer term returns of 60.1% over 3 years and 107.3% over 5 years. Recent coverage around American Electric Power Company has focused on its role as a large regulated...

Online used car auction platform ACV Auctions recently reported earnings after the bell, following a prior quarter where it met revenue expectations but missed its full-year revenue and EBITDA guidance. This latest update comes as the company heads into a period of slower expected revenue growth and heightened scrutiny of how it manages a tougher used-vehicle market and the fallout from a former customer bankruptcy. Next, we’ll examine how ACV’s adjusted revenue guidance amid a challenging...

On February 12, 2026, CareDx announced pivotal clinical validation results for AlloHeme, an NGS- and AI-powered blood test that detects emerging relapse in AML and MDS patients after allogeneic transplant significantly earlier than traditional bone marrow or marker-specific methods, based on data from the 198-patient ACROBAT study. The successful validation of AlloHeme marks a key step in extending CareDx’s transplant-focused precision medicine platform into hematology and oncology,...

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...

Five9 (FIVN) has wrapped up FY 2025 with fourth quarter revenue of US$300.3 million and basic EPS of US$0.25, alongside net income of US$19.7 million that caps off a profitable year on a trailing basis. Over the past six quarters, the company has seen quarterly revenue range from US$264.2 million to US$300.3 million, while basic EPS has moved from a loss of US$0.06 in late FY 2024 to US$0.25 most recently, with trailing twelve month EPS at US$0.51. With trailing twelve month net income at...

Omnicom Group (OMC) closed out FY 2025 with Q4 revenue of $5.5 billion and basic EPS of a $4.03 loss, a sharp swing from basic EPS of $2.28 on $4.3 billion of revenue in Q4 2024. Over the past year, reported quarterly revenue has ranged from $3.7 billion to $5.5 billion while basic EPS moved from $1.46 to $1.76, then $1.32 before dropping into a Q4 loss. This sets up a clear contrast between top line scale and bottom line volatility. For investors, the latest report puts the focus on how...

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...

AdvanSix FY 2025 Earnings Snapshot AdvanSix (ASIX) has wrapped up FY 2025 with Q4 revenue of about US$359.9 million and a basic EPS loss of roughly US$0.10, alongside trailing twelve month EPS of about US$1.83. Over recent periods the company has seen quarterly revenue move from US$329.1 million in Q4 2024 to US$377.8 million in Q1 2025, US$410.0 million in Q2 2025, US$374.5 million in Q3 2025 and US$359.9 million in Q4 2025. Quarterly basic EPS ranged from a small profit of roughly US$0.01...

Transocean (RIG) closed out FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.02, alongside net income of US$25 million that capped a trailing twelve month loss of US$2.9 billion and TTM EPS of a US$3.04 loss. Over the past six quarters, revenue has moved from US$948 million in Q3 2024 to US$952 million in Q4 2024 and then to US$906 million, US$988 million, US$1.0 billion and US$1.0 billion through Q4 2025. Quarterly EPS shifted from US$0.01 and a US$0.56 loss in...

Extra Space Storage (EXR) closed out FY 2025 with Q4 revenue of US$865.0 million and basic EPS of US$1.36, alongside funds from operations of US$440.3 million, highlighting how the storage REIT is converting its footprint into cash flow. Over the past year, the company reported revenue of US$826.9 million in Q4 2024 and US$865.0 million in Q4 2025, while trailing 12 month basic EPS sits at US$4.59, giving investors a clearer view of how earnings are tracking through the cycle. With trailing...

PPL FY 2025 earnings: higher margins, richer valuation PPL (PPL) closed FY 2025 with fourth quarter revenue of US$2.3 billion and basic EPS of US$0.36, alongside trailing twelve month revenue of US$9.0 billion and EPS of US$1.60, capped by a net profit margin of 13.1% compared with 10.5% a year earlier. The company has seen trailing twelve month net income move from US$886 million in the 2024 fourth quarter period to US$1.2 billion by the 2025 fourth quarter period. Quarterly EPS ranged from...

Macerich (MAC) closed out FY 2025 with Q4 revenue of US$280.3 million, a loss per share of US$0.07 and funds from operations of US$143.4 million, putting the REIT's core cash generation front and center for this update. Over recent periods, the company has seen quarterly revenue move between US$212.3 million and US$339.2 million while basic EPS has ranged from a loss of US$0.89 to a small profit of US$0.36. This underscores how headline earnings can differ from the underlying FFO profile...

If you are wondering whether Jackson Financial's current share price really reflects its value, you are not alone and this article is here to unpack that question clearly. The stock most recently closed at US$113.74, with returns of 1.5% over the last 7 days, 3.0% over 30 days, 5.8% year to date, 38.0% over 1 year and 176.8% over 3 years. This naturally raises questions about how much of this performance is already priced in. Recent coverage has focused on Jackson Financial as investors...

If you are wondering whether Alarm.com Holdings is attractively priced at its current US$45.20 share price, the valuation story is more nuanced than a quick glance at the chart might suggest. The stock has seen a 0.9% decline over the past week, an 8.3% decline over the past month, and is down 11.8% year to date. This extends to a 25.4% decline over 1 year and 49.1% over 5 years, which can change how investors think about both potential upside and risk. These moves are occurring as the...

If you are wondering whether XPLR Infrastructure at US$10.30 is a bargain or a value trap, you are in the right place to unpack what the current price might be implying. The stock has seen mixed returns, with a 3.3% decline over the last week, a 5.4% gain over the last 30 days, 1.3% year to date, but a much larger 81.4% decline over 3 years and 81.2% over 5 years. Recent interest around XPLR Infrastructure has been driven more by its long term share price history and its current positioning...

NewAmsterdam Pharma (NasdaqGM:NAMS) has just posted its FY 2025 numbers with Q3 revenue of US$0.3 million, a basic EPS loss of US$0.61, and net income loss of US$72.0 million, setting the tone for a year that still reflects heavy investment. The company has seen quarterly revenue move between US$0.3 million and US$29.1 million over the last six reported periods, while basic EPS has ranged from a loss of US$0.15 to a loss of US$0.93. Margins remain firmly in loss-making territory even as...

La Z Boy (LZB) just posted Q3 2026 results with revenue of US$541.6 million and basic EPS of US$0.53, alongside net income of US$21.7 million, putting fresh numbers behind the recent pullback in profitability. The company has seen quarterly revenue move from US$521.8 million in Q3 2025 to US$541.6 million in Q3 2026, while basic EPS shifted from US$0.69 to US$0.53 over the same stretch, giving investors a clear read on how the top line and per share earnings are tracking. With trailing 12...

Devon Energy (DVN) has wrapped up FY 2025 with Q4 revenue of US$4.1b, basic EPS of US$0.90 and net income of US$562 million, while the trailing twelve months show revenue of US$17.2b and EPS of US$4.18. Over the past few quarters, revenue has moved between US$3.9b and US$4.3b per quarter with basic EPS ranging from US$0.77 to US$1.42. This gives investors a clear view of how top line and per share earnings have tracked through the year. With trailing net margin of 15.4% and detailed realized...

STAG Industrial (NYSE:STAG) announced a 4% dividend increase and a move from monthly to quarterly payouts. The change follows what management described as strong core financial performance and active acquisition activity. The updated dividend policy is positioned as a reflection of confidence in the company’s financial position. STAG Industrial is a real estate investment trust focused primarily on single tenant industrial properties across the US. For income focused investors, the...

Republic Services (RSG) has wrapped up FY 2025 with fourth quarter revenue of US$4.1b and basic EPS of US$1.76, alongside trailing twelve month revenue of US$16.6b and EPS of US$6.86 anchoring the full year picture. The company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q4 2025, while basic EPS shifted from US$1.63 to US$1.76 over the same period, with trailing twelve month net income at US$2.1b providing added context for earnings power. With trailing net profit...

LCI Industries recently reported strong results, pointing to firm demand for RV components and active production across the sector. This contrasts with Camping World Holdings' recent earnings, which highlight financial and operational pressure, including debt and weaker cash generation. Investors are weighing robust supplier data against company specific headwinds at Camping World Holdings, NYSE:CWH. For Camping World Holdings, NYSE:CWH, the latest sector read through from LCI Industries...

LGI Homes (NasdaqGS:LGIH) has opened Murieta Hills, its first Terrata Homes community in California. The launch brings the Terrata Homes brand into a higher priced West Coast market alongside LGI Homes’ core affordable offerings. This move expands the company’s geographic footprint and introduces a higher end product mix within its portfolio. LGI Homes, known for its focus on entry level and affordable single family homes, is adding a premium layer to its portfolio with Terrata Homes in...