U.S. Software Stock News

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...

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...

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...

Westlake (WLK) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and a basic EPS loss of US$4.24, alongside net income excluding extra items of a US$544m loss, setting a cautious tone around profitability. Over recent periods the company has seen quarterly revenue range from US$2.8b to US$3.0b while EPS shifted from a small profit of US$0.05 in Q4 2024 to a series of quarterly losses in 2025. That kind of earnings pressure keeps the focus squarely on margins and how quickly...

Fox Corporation, ticker NasdaqGS:FOXA, has acquired podcast monetization platform Supercast. The deal brings Fox further into the podcast creator economy by adding subscription and membership tools for audio creators. Supercast is expected to continue operating independently while plugging into Fox's broader digital media ecosystem. For investors tracking NasdaqGS:FOXA, this move comes at a time when the share price stands at $54.12 and the stock has shown mixed performance across...

If you are looking at NCR Voyix and wondering whether the current share price reflects its real worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock finished its last session at US$9.09, after 7 day, 30 day and 1 year returns of 6.7% decline, 13.4% decline and 22.4% decline, with longer term 3 year and 5 year returns of 42.1% decline and 58.6% decline. Recent headlines around NCR Voyix have stressed its repositioning as a focused software and...

Recently, Wall Street analysts have become more positive on TAL Education Group, revising earnings-per-share estimates upward over the past month without any cuts, and assigning the stock a top-tier Zacks Rank #1 based on earnings-related factors. This shift in analyst expectations highlights how TAL’s earnings outlook and perceived earnings quality are increasingly central to how the market is assessing the business. Now we’ll examine how this wave of upward earnings revisions may influence...

Trex Company (TREX) has wrapped up FY 2025 with fourth quarter revenue of US$161.1 million and basic EPS of US$0.02, alongside trailing twelve month revenue of US$1.17 billion and EPS of US$1.78 that frame the latest print in a broader context. Over the past year, the company has seen quarterly revenue move between US$285.3 million and US$387.8 million with EPS ranging from US$0.48 to US$0.71 in earlier quarters. This gives investors a clear view of how the recent quarter fits into the full...

Setting the stage: Home Depot’s latest results Home Depot (HD) has closed out FY 2026 with fourth quarter revenue of US$38.2b, Basic EPS of US$2.59 and net income of US$2,571m, with same store sales growth of 0.4% framing a steady finish to the year. Over the past few quarters, revenue has ranged from US$38.2b to US$45.3b while Basic EPS has moved between US$2.59 and US$4.59, giving investors a clear view of how the top and bottom line are tracking through different trading periods before...

J.B. Hunt Transport Services filed an omnibus shelf registration that covers a range of securities, including common stock, preferred shares, debt, warrants, and rights. The filing gives NasdaqGS:JBHT the ability to raise capital more quickly if it chooses to in the future. For investors watching NasdaqGS:JBHT at a current share price of $219.25, the shelf registration adds a new financing tool to the picture. The stock has returned 11.4% year to date and 38.3% over the past year, with...

LivaNova (LIVN) just posted its FY 2025 numbers, with Q4 revenue of US$360.9 million and basic EPS of US$0.57, while trailing 12 month figures show revenue of US$1.4 billion and a basic EPS loss of US$4.45. The company has seen quarterly revenue move from US$321.8 million in Q4 2024 to US$360.9 million in Q4 2025, with basic EPS shifting from US$1.03 to US$0.57 over the same period. Investors now have to weigh those headline trends against a full year that still reflects a sizeable loss...

In February 2026, The Macerich Company reported fourth-quarter 2025 results showing revenue of US$261.7 million and a net loss of US$18.76 million, while also declaring a quarterly dividend of US$0.17 per share payable on March 30, 2026. Alongside these results, Macerich highlighted record 2025 leasing activity and progress on its US$2.00 billion asset sale program, signaling meaningful execution on its portfolio reshaping plan. Next, we’ll examine how Macerich’s record leasing activity and...

Dorchester Minerals (DMLP) has wrapped up FY 2025 with fourth quarter revenue of US$41.9 million and EPS of US$0.32, capping a year in which trailing twelve month revenue was US$152.8 million and EPS reached US$1.16. Over the past few quarters the partnership has seen revenue move from US$32.8 million and EPS of US$0.29 in Q4 2024 to US$43.2 million with EPS of US$0.36 in Q1 2025, before settling at US$35.4 million and EPS of US$0.23 in Q3 2025. With a trailing net profit margin of 36.2% and...

SBA Communications recently prepared to report earnings that analysts expect to show lower earnings per share than last year but higher revenues, with particular strength anticipated in international site leasing and development, while its CEO Brendan Cavanagh also spoke at Deutsche Bank’s 34th Annual Media, Internet and Telecom Conference in Palm Beach. This combination of shifting earnings expectations and emphasis on international growth priorities offers insight into how SBA is...