U.S. Software Stock News

Fulton Financial (FULT) has wrapped up FY 2025 with fourth quarter revenue of US$333.1 million and basic EPS of US$0.53, alongside net income of US$96.4 million, setting the tone for how the full year is being assessed. The company has seen trailing 12 month revenue move from US$1.15 billion at the end of 2024 to US$1.28 billion by the fourth quarter of 2025, with TTM EPS rising over the same window from US$1.59 to US$2.10. This frames the latest print against a steadily building earnings...

Earlier this week, activist investor Kimmeridge moved to nominate former Pioneer Natural Resources CEO Scott Sheffield to Coterra Energy’s board, urging the company to prioritize its Permian Basin crude portfolio and consider selling its natural gas assets. This contest for influence introduces the prospect of a reshaped business mix and governance structure, which could materially affect how Coterra allocates capital and manages its asset base. We’ll now examine how Kimmeridge’s push to...

Albany Engineered Composites, a segment of Albany International (NYSE:AIN), has achieved U.S. Department of War CMMC Level 2 certification. This places the company among the first 1% of defense suppliers to reach this cybersecurity standard. The certification confirms that AEC meets required controls for handling sensitive defense information. Albany International, through its AEC segment, is closely tied to advanced materials used in military and aerospace programs. With cybersecurity now...

In January 2026, WaFd, Inc. reported first-quarter fiscal 2026 results showing higher net interest income of US$171.11 million and net income of US$64.2 million, alongside increased net charge-offs of US$3.7 million and progress on a long-running share repurchase program totaling about US$1.83 billion since 1995. Separately, the FDIC’s Supervision Appeals Review Committee upgraded WaFd Bank’s Community Reinvestment Act rating to “Satisfactory,” easing a regulatory overhang that had raised...

Arch Capital Group (NasdaqGS:ACGL) director and former CFO John D. Vollaro will not seek reelection to the board. Vollaro's planned departure ends more than two decades of board service at Arch Capital Group. The move marks a governance transition as the company continues to focus on board oversight and succession planning. Arch Capital Group, listed on NasdaqGS:ACGL, operates as a specialty insurer and reinsurer, an area that often attracts investors who watch risk, capital strength, and...

Mobileye Global (MBLY) closed out FY 2025 with Q4 revenue of US$446 million and a basic EPS loss of US$0.16, as the company continued to run at a net loss. The company has seen quarterly revenue range from US$438 million to US$506 million over FY 2025, while basic EPS losses have moved between US$0.08 and US$0.16. This sets up a story where top line scale and the path toward better margins are front and center for investors. Overall, the latest numbers keep attention firmly on how quickly...

If you are wondering whether MP Materials is still good value after its rally, or if the price already reflects the story, this article walks through what the current market price might be indicating. The stock recently closed at US$68.37, with returns of 25.4% over 30 days, 24.4% year to date, and 217.0% over the last year. These recent moves may be changing how investors think about both upside and risk. These price moves sit against a backdrop of continued attention on rare earths. MP...

If you are wondering whether Skyworks Solutions is a bargain or a value trap at around US$59.67, this article focuses squarely on what the current price might imply about the company. The stock has returned 2.1% over the last 7 days, while the 1 year return is a 32.8% decline and the 5 year return is a 57.5% decline, which may change how investors think about its risk and potential reward. Recent attention on Skyworks Solutions has been shaped by broader interest in semiconductor stocks and...

If you are wondering whether New Jersey Resources is fairly priced or offering value right now, it helps to start with how the market has been treating the stock recently. New Jersey Resources shares last closed at US$48.33, with returns of 1.6% over 7 days, 4.7% over 30 days, 5.1% year to date, 7.8% over 1 year, 9.3% over 3 years, and 66.0% over 5 years. This gives a useful backdrop before comparing price to fundamentals. Recent coverage around New Jersey Resources has focused on the...

Venture Global, NYSE:VG, recently secured an arbitration win against Repsol in a dispute over LNG supply contracts. The ruling comes while the company remains in separate contractual disagreements with BP and Shell. This outcome adds a new legal reference point in ongoing LNG contract discussions involving major energy buyers. For investors tracking Venture Global, the arbitration result arrives with the stock at $9.53 and recent returns of 19.7% over the past week and 35.6% over the past...

Visteon (NasdaqGS:VC) has partnered with TomTom to launch what they describe as the world's first in car local AI conversational navigation assistant. The solution combines Visteon's in car AI platform with TomTom's navigation technology to enable natural language interaction and hybrid offline and online functionality. The collaboration also targets electric vehicles with features tailored to EV driving and charging needs, while keeping user data processed locally for privacy. Visteon,...

Ongoing investigation by Kahn Swick & Foti, LLC into potential breaches of fiduciary duty by officers and directors of United Natural Foods, Inc. (NYSE:UNFI). A securities class action lawsuit tied to these issues is progressing in court after recent decisions allowed the case to move forward. The legal developments highlight governance and disclosure questions that could be material for current and prospective shareholders. United Natural Foods, Inc. (NYSE:UNFI) operates as a distributor...

Freeport-McMoRan (FCX) has wrapped up FY 2025 with Q4 revenue of US$5,633 million and basic EPS of US$0.28, rounding out a trailing twelve month profile that includes US$25.9 billion in revenue and EPS of US$1.53. Over the past year, the company has seen quarterly revenue move between US$5,633 million and US$7,582 million, while basic EPS has ranged from US$0.24 to US$0.53. This gives investors a clearer view of how earnings tracked through the cycle. With a trailing net profit margin of 8.5%...

The Delaware Court of Chancery’s decision to let a derivative suit over alleged oversight failures on sexual misconduct proceed against eXp World Holdings (EXPI) has put the company’s governance and risk controls under closer investor scrutiny. See our latest analysis for eXp World Holdings. At a share price of $9.35, eXp World Holdings has a modest 1-day and 7-day share price return, a 90-day share price return of 17.48% decline, and a 1-year total shareholder return of 13.76% loss. This...

Wondering if Bio-Rad Laboratories at around US$305 a share is starting to look like value, or if the recent price action is a warning sign you should not ignore? The stock has been volatile, with a 5.2% decline over the last week, a 1.4% gain over the past month, and longer term returns of a 13.4% decline over 1 year, 35.9% decline over 3 years, and 46.1% decline over 5 years. These moves sit against a backdrop of ongoing interest in life sciences and diagnostics. In this space, investors...

OFG Bancorp (OFG) closed out FY 2025 with fourth quarter revenue of US$152.4 million and EPS of US$1.26, while trailing twelve month revenue came in at US$623.9 million and EPS at US$4.63. Over recent periods, revenue has ranged from US$152.5 million in Q4 2024 to US$160.7 million in Q2 2025, with quarterly EPS moving from US$1.10 in Q4 2024 to US$1.26 in Q4 2025 and trailing net income reaching US$205.1 million. This context frames how investors may look at the bank’s approach to managing...

If you are wondering whether Plexus at around US$181 per share still offers value or is getting ahead of itself, you are not alone. The stock has recent returns of 0.9% over 7 days, 17.9% over 30 days, 19.1% year to date, 18.2% over 1 year, 93.1% over 3 years and 131.7% over 5 years, which can change how investors think about both upside and risk. Recent news coverage has focused on Plexus as an established player in the tech and electronics manufacturing space, with attention on how its...

First Bancorp (FBNC) has wrapped up FY 2025 with fourth quarter revenue of US$79.2 million and basic EPS of US$0.38, alongside trailing twelve month revenue of US$378.8 million and EPS of US$2.68 that sit against a reported 46.5% year over year earnings rise. Over the past few quarters, the company has seen revenue move from US$65.2 million in Q4 2024 to US$79.2 million in Q4 2025, while quarterly EPS shifted from US$0.09 to US$0.38 as higher trailing net profit margins framed a more...

CACI International (CACI) has just posted Q2 2026 results that included total revenue of US$2.2b and basic EPS of US$5.61, alongside trailing twelve month revenue of US$9.0b and EPS of US$23.47. Over the past few quarters, the company has seen revenue move from US$2.1b in Q2 2025 to US$2.3b in Q4 2025 and EPS range between US$4.90 and US$7.18, giving investors a clearer view of how recent profit trends compare with the latest quarter. With a trailing net margin sitting in the mid single...

McCormick (MKC) has wrapped up FY 2025 with fourth quarter revenue of US$1,850.4 million and basic EPS of US$0.84, supported by net income of US$226.6 million. This sets a clear marker for how its full year played out. The company has seen quarterly revenue move from US$1,605.5 million in Q1 2025 to US$1,850.4 million in Q4 2025. Over the same period, basic EPS moved from US$0.60 to US$0.65 and then to US$0.84, giving investors a clear view of how sales and per share earnings have tracked...

S&T Bancorp (STBA) has wrapped up FY 2025 with fourth quarter revenue of US$99.6 million and EPS of US$0.89, while trailing twelve month revenue sits at US$394.7 million and EPS at US$3.49. The company has seen revenue move from US$383.8 million and EPS of US$3.43 on a trailing basis in Q4 2024 to US$394.7 million and US$3.49 respectively by Q4 2025, with net income over the same period at US$134.2 million. This sets the stage for investors to focus on how effectively margins are being...

If you are wondering whether Agios Pharmaceuticals at around US$28.66 is offering value or just noise, this article will walk through what the current price might really mean. The stock has returned 3.1% over the last 7 days and 16.6% over the last 30 days, while the 1 year return sits at negative 19.0%. This can catch the eye of investors thinking about changing risk and return trade offs. Recent coverage of Agios has focused on its position within the pharmaceuticals and biotech space and...

If you are wondering whether Amentum Holdings is priced attractively right now, the recent share moves give you some useful clues to work with. The stock last closed at US$35.56, with returns of 2.8% over the past week, 20.7% over the past month, 16.7% year to date and 63.9% over the past year, which has likely shifted how some investors view both its potential and its risks. Recent news around Amentum has focused on its position as a listed government and commercial services provider, as...

Live Oak Bancshares (LOB) just wrapped up FY 2025 with fourth quarter total revenue of US$139.9 million and basic EPS of US$0.96, while trailing twelve month revenue came in at US$480.8 million with EPS of US$2.25. Over recent periods, the company has seen quarterly revenue move from US$93.3 million in Q4 2024 to US$139.9 million in Q4 2025, with quarterly EPS shifting from US$0.22 to US$0.96 over the same span. This sets up a results season where investors are focused on how sustainably the...