U.S. Software Stock News

NasdaqGS:IMKT.A
NasdaqGS:IMKT.AConsumer Retailing

Ingles Markets (IMKT.A) EPS Rebound Challenges Long Term Earnings Decline Narrative

Ingles Markets (IMKT.A) has opened Q1 2026 with total revenue of US$1.4 billion and basic EPS of US$1.48, with trailing twelve month EPS at US$5.01 on revenue of US$5.4 billion, setting a clear earnings benchmark for investors watching its recent rebound in profitability. The company has seen quarterly revenue move from US$1.29 billion and EPS of US$0.87 in Q1 2025 to US$1.37 billion and EPS of US$1.48 in Q1 2026, while trailing margins have edged higher, giving this update a more...
NasdaqCM:CFBK
NasdaqCM:CFBKBanks

CF Bankshares (CFBK) Net Margin Above 32% Challenges Long Term Earnings Decline Narrative

CF Bankshares (CFBK) has rounded out FY 2025 with fourth quarter total revenue of US$14.6 million and basic EPS of US$0.89, supported by trailing twelve month revenue of US$52.7 million and EPS of US$2.70 against a current share price of US$33.31. Over the past few reporting periods, the company has seen quarterly revenue move from US$12.6 million in Q4 2024 to US$13.5 million in Q1 2025, US$14.2 million in Q2 2025, US$10.4 million in Q3 2025, and US$14.6 million in Q4 2025. Basic EPS has...
NYSE:CDP
NYSE:CDPOffice REITs

COPT Defense Properties (CDP) Q3 FFO Growth Tests Cautious REIT Narratives

COPT Defense Properties (CDP) has put up another steady set of numbers, with Q3 FY 2025 revenue of US$190.6 million and basic EPS of US$0.37, alongside funds from operations of US$80.0 million that remain central to how many investors look at this REIT. The company has seen revenue move from US$183.7 million in Q4 2024 to US$190.3 million in Q2 2025 and US$190.6 million in Q3 2025, while basic EPS has ranged between US$0.31 and US$0.37 over the same stretch, giving you a clear read on how...
NYSE:AGX
NYSE:AGXConstruction

How Investors Are Reacting To Argan (AGX) Record Backlog, Zero Debt And Strong FY25 Results

In recent updates, Argan, Inc. reported strong past financial results, including sharply higher fiscal 2025 revenue, much higher net income, and a record project backlog, all supported by a zero-debt balance sheet. An interesting angle is how Argan’s four diversified subsidiaries across power plants, industrial fabrication, and telecom infrastructure appear to support both operational resilience and cash generation. With these results and the company’s record backlog in focus, we’ll explore...
NYSE:VLO
NYSE:VLOOil and Gas

A Look At Valero Energy (VLO) Valuation After Strong Fourth Quarter Earnings Performance

Valero Energy (VLO) is back in the spotlight after fourth quarter 2025 results showed net income of US$1,134 million on sales of US$30,372 million, with earnings per share rising sharply year over year. See our latest analysis for Valero Energy. Investors have reacted strongly to the latest earnings, with the share price at US$202.68 after a 4.40% 1 day share price return and a 22.61% year to date share price return. The 1 year total shareholder return of 56.78% points to momentum that has...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

How HERIZON-GEA’s First-Line GEA Data And sBLA Plan At Jazz Pharmaceuticals (JAZZ) Has Changed Its Investment Story

Earlier this week, Jazz Pharmaceuticals reported practice-changing results from its HERIZON-GEA trial and outlined plans to submit a supplemental Biologics License Application in the first half of 2026 for first-line gastroesophageal adenocarcinoma treatment as both doublet and triplet therapy with priority review. An important angle for investors is the expectation that these data could support broad first-line use and potential guideline inclusion across overlapping gastrointestinal cancer...
NYSE:PIPR
NYSE:PIPRCapital Markets

Piper Sandler (PIPR) Margin Improvement And 44.1% Earnings Growth Test Valuation Concerns

Piper Sandler Companies (PIPR) has put up another solid quarter, with Q3 FY 2025 revenue of US$479.3 million and basic EPS of US$3.61, supported by trailing twelve month EPS of US$14.36 on revenue of US$1.7 billion. Over the past year, the firm has seen total revenue move from US$1.4 billion on trailing EPS of US$8.64 at Q2 2024 to US$1.7 billion on EPS of US$14.36 at Q3 2025, alongside one year earnings growth of 44.1%. With net profit margins improving to 13.8% from 10.8% over the last 12...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

A Look At Revolution Medicines (RVMD) Valuation After First Patient Dosed In RMC-5127 Trial

Revolution Medicines (RVMD) recently dosed the first patient in its initial human trial of RMC-5127, a RAS(ON) G12V selective inhibitor, putting fresh attention on how investors assess this clinical-stage oncology stock. See our latest analysis for Revolution Medicines. The dosing news arrives after a volatile few months for the stock, with a recent 1-day share price return of 1.39% and a 90-day share price return of 59.79%. The 1-year total shareholder return of 131.07% and 3-year total...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

Sun Country Airlines Holdings (SNCY) Margin Slippage Challenges Bullish Profitability Narratives

Sun Country Airlines Holdings (SNCY) just wrapped up FY 2025 with Q4 revenue of US$281 million and basic EPS of US$0.15, alongside trailing twelve month revenue of US$1.13 billion and EPS of US$0.99 that frame the full year picture. Over the past year, the company has seen revenue move from US$1.08 billion and EPS of US$1.00 on a trailing basis in Q4 FY 2024 to US$1.13 billion and EPS of US$0.99 in Q4 FY 2025, giving investors a clear line of sight on how the top line and per share earnings...
NYSE:ATMU
NYSE:ATMUMachinery

Has Atmus Filtration Technologies (ATMU) Run Too Far After Its 51% One-Year Rally?

If you are trying to work out whether Atmus Filtration Technologies is still good value after its recent run, this article will walk through what the current price might be implying. The stock last closed at US$61.46, with returns of 6.0% over 7 days, 16.5% over 30 days, 17.3% year to date, and 50.8% over the past year. This raises questions about how much future upside or risk is already reflected in the price. Recent coverage of Atmus has focused on its position as a specialist filtration...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Assessing WeRide (WRD) Valuation After Strong Q3 2025 And Expanded Uber Robotaxi Rollout

WeRide (WRD) is back in focus after a very strong Q3 2025 update on its autonomous mobility platform and a new plan with Uber to roll out 1,200 robotaxis across key Middle Eastern cities. See our latest analysis for WeRide. Despite the strong Q3 2025 update and the expanded Uber robotaxi plan, recent trading has been choppy. The 30 day share price return shows a decline of 25.73%, and the year to date share price return shows a decline of 21.62%, while the 1 year total shareholder return...
NYSE:SCHW
NYSE:SCHWCapital Markets

Should Schwab’s (SCHW) Dividend Hike And Leadership Shift Require Action From Investors?

In late January 2026, The Charles Schwab Corporation’s board approved a 5 cent increase in its regular quarterly dividend to US$0.32 per common share and declared dividends on multiple preferred stock series, following a quarter of record revenue, robust net interest income and trading revenue, and record client assets. Alongside these capital returns, Schwab announced leadership changes that consolidate technology, operations, data, and wealth advisory and banking services, underscoring...
NYSE:MDU
NYSE:MDUGas Utilities

MDU Resources Group (MDU) Q4 EPS Strength Reinforces Steady Margin Narrative Despite P/E Premium

MDU Resources Group (MDU) just wrapped up FY 2025 with fourth quarter revenue of US$534 million and basic EPS of US$0.37, while trailing twelve month EPS came in at US$0.94 on revenue of about US$1.9 billion. Over recent quarters, the company has seen quarterly revenue range from US$315 million to US$675 million, with basic EPS moving between US$0.07 and US$0.40, giving investors a clear view of how earnings track through different parts of the year. With net margin sitting close to flat...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial Q1 Net Interest Margin Softens And Tests Bullish Infrastructure Narrative

Pathward Financial (CASH) just posted its Q1 2026 scorecard, with total revenue at US$169.9 million and basic EPS of US$1.57 setting the tone for how the quarter landed. Over recent periods, the company has seen quarterly revenue move from US$169.9 million in Q4 2024 to US$163.97 million in Q1 2025, and then to US$169.9 million in Q1 2026. Basic EPS has shifted from US$1.34 to US$1.23 and now US$1.57, giving investors a clear line of sight on how the top and bottom lines are tracking into...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

Phillips Edison (PECO) Q3 Steady FFO Profile Tests Bulls’ High Multiple Narrative

Phillips Edison (PECO) has released another set of quarterly numbers for FY 2025, reporting Q3 revenue of US$182.7 million and basic EPS of US$0.20, supported by funds from operations of US$89.3 million, which is a key metric for a retail focused REIT. The company’s revenue moved from US$161.5 million in Q2 2024 to US$182.7 million in Q3 2025. Over the same period, basic EPS ranged between US$0.09 and US$0.21, giving investors a clearer view of how cash flows and earnings have tracked...
NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties FFO Growth Reinforces Bullish Narratives Despite Premium 39.3x P E Multiple

EastGroup Properties (EGP) has capped FY 2025 with fourth quarter total revenue of US$189.2 million and basic EPS of US$1.27, alongside funds from operations of US$124.8 million, giving investors a clean snapshot of how the industrial REIT is currently performing. The company has seen total revenue move from US$164.0 million in Q4 2024 to US$189.2 million in Q4 2025, while basic EPS shifted from US$1.17 to US$1.27 over the same period. This frames a year where the income statement and cash...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Newell Brands (NWL) Returns To Quarterly Profit Challenging Persistent Unprofitability Narrative

Newell Brands (NWL) has put up mixed numbers for FY 2025 so far, with Q3 revenue of US$1.8 billion, basic EPS of US$0.05 and net income, excluding extra items, of US$21 million. Over recent quarters the company has seen revenue move from US$2.0 billion in Q2 2024 to US$1.6 billion in Q1 2025 and then to US$1.8 billion in Q3 2025. Basic EPS has ranged from a loss of US$0.48 in Q3 2024 to a profit of US$0.11 in Q2 2025 and US$0.05 in Q3 2025. That kind of choppy path keeps the focus squarely on...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN (IREN) Earnings Swing To US$384.6 Million Net Income Challenges Bearish Narratives

IREN (IREN) has just put fresh numbers on the table for Q2 2026, with the latest quarter showing total revenue of US$240.3 million and basic EPS of US$1.42, while trailing twelve month revenue sits at US$688.6 million and EPS at US$2.23. Over recent quarters the company has seen revenue move from US$52.8 million and an EPS loss of US$0.27 in Q1 2025, to US$117.9 million and EPS of US$0.09 in Q2 2025, then to US$148.1 million and EPS of US$0.11 in Q3 2025, and further to US$180.6 million with...
NYSE:RAMP
NYSE:RAMPSoftware

LiveRamp (RAMP) EPS Surge To US$0.63 Tests Cautious Growth Narratives

LiveRamp Holdings (RAMP) just posted Q3 2026 results with revenue of US$212.2 million and basic EPS of US$0.63, set against a trailing twelve month picture of US$795.6 million in revenue and EPS of US$1.06. Over recent quarters, the company has seen revenue move from US$185.5 million in Q2 2025 to US$212.2 million in Q3 2026, while quarterly basic EPS shifted from US$0.03 to US$0.63, giving investors a clearer view of how the income statement is scaling. With the business now reporting...
NYSE:SPB
NYSE:SPBHousehold Products

Spectrum Brands Holdings (SPB) One Off Loss Puts Earnings Quality Narratives To The Test

Financial results set the stage for Spectrum Brands Holdings' latest earnings story Spectrum Brands Holdings (SPB) opened Q1 2026 with revenue of US$677 million and basic EPS of US$1.26. This sets a straightforward benchmark for investors weighing the new numbers against the current share price of US$75.72. The company reported quarterly revenue of US$700.2 million and EPS of US$0.87 in Q1 2025, compared with revenue of US$677 million and EPS of US$1.26 in Q1 2026. Over the trailing twelve...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB’s New AI Tools Test Atlas Growth And Investor Expectations

MongoDB (NasdaqGM:MDB) introduced new AI capabilities at its recent user conference, including integrations with Voyage AI models. The company is extending these tools across its Atlas platform to support AI driven applications and modernization of legacy systems. These updates are intended to deepen MongoDB's role in AI enabled data workloads within the broader database market. For investors watching MongoDB, the new AI features arrive after a mixed share price pattern. The stock is at...
NYSE:LOW
NYSE:LOWSpecialty Retail

A Look At Lowe’s Companies (LOW) Valuation As It Launches MyLowe’s Rewards Kids Club

Lowe's Companies (LOW) is drawing fresh investor interest after launching the MyLowe's Rewards Kids Club, a new family focused program that builds on its long running in store Kids Workshops. See our latest analysis for Lowe's Companies. The MyLowe's Rewards Kids Club launch comes as momentum in the shares has been picking up, with a 30 day share price return of 12.65% and a 90 day return of 19.39%, while the 1 year total shareholder return of 12.72% and 5 year total shareholder return of...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Turns Q1 EPS Profit As Bulls And Skeptics Reassess Growth Narrative

Symbotic Q1 2026 earnings in focus Symbotic (SYM) has opened fiscal 2026 with Q1 revenue of US$630.0 million and Basic EPS of US$0.02, setting the tone for how investors assess its path toward sustained profitability. The company has seen revenue rise from US$486.7 million in Q1 2025 to US$630.0 million in Q1 2026, while Basic EPS has shifted from a loss of US$0.03 to a profit of US$0.02 over the same period, giving this quarter a clearer view of how margins are shaping up. See our full...
NYSE:GFF
NYSE:GFFBuilding

Griffon ONCAP Venture Reshapes Tools Brands And Valuation Outlook

Griffon Corporation (NYSE:GFF) has entered a joint venture with ONCAP that combines key brands from both companies. The new entity is intended to be a leading global provider of hand tools, home organization products, and lawn and garden solutions. This move reshapes Griffon’s Consumer and Professional Products business and changes how its brands compete in the global market. For investors watching NYSE:GFF, this joint venture comes with the stock trading around $89.57 and multi year...