U.S. Software Stock News

NasdaqGS:DH
NasdaqGS:DHHealthcare Services

Definitive Healthcare (DH) Quarterly Loss Highlights Ongoing Profitability Gap Despite Stable Revenue

Definitive Healthcare (DH) has wrapped up FY 2025 with Q4 revenue of US$61.5 million and a basic EPS loss of US$0.09, alongside a trailing twelve month loss of US$1.30 per share on US$241.5 million of revenue. Over recent periods, the company has reported quarterly revenue between US$59.2 million and US$62.7 million, while basic EPS has ranged from a loss of US$0.07 to a loss of US$1.12. For investors, the latest results keep attention on when margins might begin to close the gap between a...
NYSE:MTZ
NYSE:MTZConstruction

MasTec (MTZ) EPS Rebound Challenges Skeptical Narratives On Thin Margins And Premium P/E

MasTec (MTZ) has wrapped up FY 2025 with fourth quarter revenue of US$3.9b, basic EPS of US$1.83 and net income excluding extraordinary items of US$142.7m, capping a year in which trailing twelve month revenue reached US$14.3b, EPS came in at US$5.12 and net income was US$399m. Over the past six reported quarters, revenue has ranged from US$2.8b in Q1 2025 to US$4.0b in Q3 2025, while quarterly basic EPS moved between US$0.13 and US$2.07, giving investors a clearer view of how the earnings...
NYSE:NATL
NYSE:NATLDiversified Financial

NCR Atleos (NATL) Margin Rebound To 3.7% Tests Bullish Recurring Revenue Narrative

NCR Atleos (NATL) just wrapped up FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$1.13, alongside net income of US$83 million. The trailing twelve month line shows total revenue of US$4.4b and basic EPS of US$2.20. The company has seen quarterly revenue move from US$979 million in Q1 2025 to US$1.2b in Q4 2025, with basic EPS over those quarters ranging from US$0.21 to US$1.13. Trailing twelve month basic EPS shifted from US$1.26 in Q4 2024 to US$2.20 in Q4 2025. Together, these...
NYSE:MAA
NYSE:MAAResidential REITs

The Bull Case For Mid-America Apartment Communities (MAA) Could Change Following New 2033 Notes And Redevelopment Push

Mid-America Apartment Communities recently issued US$200,000,000 of 4.650% senior unsecured notes due 2033 and outlined plans to allocate proceeds toward repaying commercial paper borrowings and funding potential acquisitions, development, and redevelopment projects, while also preparing to discuss its outlook at the 2026 Citi Global Property CEO Conference. Alongside this new debt issuance, management’s increased capital spending plans and active US$932.00 million development pipeline...
NYSE:BIO
NYSE:BIOLife Sciences

Is It Time To Reconsider Bio-Rad Laboratories (BIO) After Its Prolonged Share Price Slump

If you are wondering whether Bio-Rad Laboratories is offering good value at around US$278.44 per share, this article walks through what the current price might be implying about the business. The stock has had a mixed run, with a 2.6% gain over the last 7 days, a 7.1% decline over 30 days, an 8.8% decline year to date, a 5.0% return over 1 year, a 44.6% decline over 3 years, and a 51.0% decline over 5 years. These ups and downs have kept valuation in focus for many investors, especially as...
NYSE:BETA
NYSE:BETAAerospace & Defense

Dean Kamen Exit Puts Spotlight On BETA Governance And Valuation

Dean Kamen has resigned from BETA Technologies’ (NYSE:BETA) Board of Directors following questions about his past associations. Kamen stepped down to avoid potential distractions for the company as scrutiny of his previous dealings with Jeffrey Epstein increased. The resignation draws attention to BETA Technologies’ board composition and broader governance practices at a time when investors are closely watching leadership and oversight. BETA Technologies, traded as NYSE:BETA, focuses on...
NYSE:CPK
NYSE:CPKGas Utilities

Chesapeake Utilities (CPK) Earnings Growth Outpaces Modest Revenue Trends Reinforcing Profitability Narrative

Chesapeake Utilities (CPK) has wrapped up FY 2025 with fourth quarter revenue of US$258.9 million and basic EPS of US$1.94, alongside full year trailing twelve month revenue of US$930 million and EPS of US$6.00. Over recent periods, the company has seen quarterly revenue move from US$215.0 million and EPS of US$1.60 in Q4 2024 to US$298.7 million and EPS of US$2.22 in Q1 2025, before landing at the latest Q4 2025 figures, with trailing net income reaching US$140.3 million. With earnings...
NYSE:VIPS
NYSE:VIPSMultiline Retail

Vipshop Holdings NYSE VIPS Margin Dip To 6.8% Tests Bullish Earnings Narratives

Vipshop Holdings (NYSE:VIPS) closed out FY 2025 with fourth quarter revenue of C¥32.5b and basic EPS of C¥5.29, while trailing 12 month revenue stood at C¥105.9b and EPS at C¥14.47. Over the last six reported quarters, the company has seen quarterly revenue range from C¥20.7b to C¥33.2b alongside basic EPS between C¥2.00 and C¥5.29. This gives you a clear view of how top line scale and per share profitability have moved together into this latest print. Taken together with a net margin last...
NYSE:GENI
NYSE:GENIHospitality

Is Genius Sports (GENI) Pricing Reflect Its DCF Upside And Sports Data Deal Momentum

If you are wondering whether Genius Sports at around US$6.39 is a bargain or just fairly priced, you are not alone. The stock has had a mixed run, with a 0.3% decline over the last week, a 32.8% decline over the last month, a 40.7% decline year to date, a 24.1% decline over the last year, but a 37.7% return over three years. Recent news around Genius Sports has focused on its role as a data and technology provider to sports leagues and betting operators, along with ongoing attention on how...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Intapp’s Celeste AI And Partnerships Test Valuation Gap In Regulated Markets

Intapp (NasdaqGS:INTA) has launched Celeste, a purpose-built agentic AI platform focused on regulated professional services. The company also announced new partnerships with Anthropic to integrate Claude and with Harvey to embed Intapp Walls for ethical compliance in enterprise AI deployments. These moves aim to address compliance-heavy workflows and data governance needs for firms in legal, accounting, and investment banking. For investors watching enterprise software, Intapp sits at the...
NasdaqGM:RAPT
NasdaqGM:RAPTBiotechs

Assessing RAPT Therapeutics (RAPT) Valuation After A Sharp Share Price Move

RAPT Therapeutics (RAPT) has drawn fresh attention after a sharp move in its share performance over the past 3 months. This has prompted investors to reassess the clinical stage biotech’s risk and reward profile. See our latest analysis for RAPT Therapeutics. At a share price of US$57.96, RAPT Therapeutics has shifted sharply over the past year, with a very large 1 year total shareholder return and a long term total shareholder return that remains negative. This suggests that recent momentum...
NYSE:RYZ
NYSE:RYZMetals and Mining

Ryerson Olympic Merger Resets Metals Service Center Under New RYZ Banner

Ryerson Holding, now trading as NYSE:RYZ, has completed its merger with Olympic Steel. The combined company has introduced substantial changes to its executive leadership team and Board of Directors. The merger includes a stock ticker change and material amendments to Ryerson Holding's credit agreement. For you as an investor, this represents a meaningful reset for a metals service center business that now blends Ryerson Holding and Olympic Steel under the NYSE:RYZ ticker. Both companies...
NasdaqGS:INVA
NasdaqGS:INVAPharmaceuticals

Innoviva (INVA) One Off Gain Driven 65.9% Margin Challenges Bullish Earnings Narratives

Innoviva (INVA) has wrapped up FY 2025 with Q4 revenue of US$114.6 million and basic EPS of US$2.19, capping a trailing 12 month period where revenue was US$411.3 million and basic EPS reached US$4.02 alongside a reported net profit margin of 65.9% that was lifted by a US$161.6 million one off gain. Over the past few quarters, the company has seen revenue move from US$88.6 million in Q1 2025 to US$114.6 million in Q4 2025, while basic EPS shifted from a loss of US$0.74 in Q1 2025 to US$2.19...
NYSE:NOMD
NYSE:NOMDFood

Nomad Foods (NYSE:NOMD) Margin Hit And Quarterly EPS Loss Challenge Bullish Profitability Narratives

Nomad Foods (NYSE:NOMD) closed FY 2025 with fourth quarter revenue of €773.1 million and a basic EPS loss of €0.07, capping a trailing twelve month revenue line of about €3.0 billion and EPS of €0.91 as margins compressed from a 7.3% net profit margin to 4.5% over the year. Over recent quarters, the company has seen quarterly revenue move from €793.4 million in Q4 2024 to €760.1 million in Q1 2025, €746.9 million in Q2 2025, €752.4 million in Q3 2025 and €773.1 million in Q4 2025. Basic EPS...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

TG Therapeutics (TGTX) Earnings Spark Debate As 72.6% Net Margin Defies Forecast Narratives

Intro TG Therapeutics (TGTX) just closed out FY 2025 with Q4 revenue of US$192.6 million and basic EPS of US$0.16, alongside trailing twelve month revenue of US$616.3 million and EPS of US$3.10. Over the past couple of years, the company has reported revenue increasing from US$83.9 million in Q3 2024 to US$192.6 million in Q4 2025. Quarterly basic EPS has ranged from US$0.03 in Q1 2025 to US$2.69 in Q3 2025 and US$0.16 in the latest quarter, framing this release as a check-in on how durable...
NasdaqGS:CDNL
NasdaqGS:CDNLConstruction

Is It Too Late To Consider Cardinal Infrastructure Group (CDNL) After A 46% Year To Date Rise?

If you are wondering whether Cardinal Infrastructure Group is priced attractively today, you are not alone. The stock has been on many investors' watchlists as questions around its fair value grow louder. The share price sits at US$33.05, with returns of 2.5% over the last 7 days, 19.2% over the past 30 days, and 46.1% year to date. This has sharpened interest in what is actually built into the current valuation. Recent coverage has focused on Cardinal Infrastructure Group's role in the...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Array Technologies (ARRY) Q4 Loss Of US$161 Million Renews Doubts Around Profitability Narratives

Array Technologies (ARRY) has just wrapped up FY 2025 with Q4 revenue of US$226.0 million and a basic EPS loss of US$1.06, alongside trailing twelve month revenue of about US$1.3 billion and a TTM basic EPS loss of US$0.73. The company has seen quarterly revenue range from US$231.4 million in Q3 2024 to US$393.5 million in Q3 2025, while basic EPS has swung between a loss of US$1.02 in Q3 2024 and a profit of US$0.19 in Q2 2025. This sets up a story where investors are watching how...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal CEO Pay Jump, Insider Buying And Contracts Versus Rich Valuation

Fastenal (NasdaqGS:FAST) reported a 59% year over year increase in CEO Daniel L. Florness's compensation in a new SEC filing. Multiple insiders have purchased Fastenal stock over the past six months. The company has been awarded nearly $8 million in government contracts over the last year. Fastenal, trading at around $45.68 per share, has seen its stock return 13.0% year to date and 25.9% over the past year, with longer term gains of 85.9% over three years and 133.3% over five years. In...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

Intellia Therapeutics Q4 Loss Of US$0.83 EPS Tests Long Term Bullish Narratives

Intellia Therapeutics (NTLA) closed FY 2025 with Q4 revenue of US$23.0 million and a basic EPS loss of US$0.83, as the company continued to invest heavily in its gene editing pipeline. Over the last six quarters, revenue has moved from US$9.1 million in Q3 2024 to US$23.0 million in Q4 2025, while quarterly basic EPS losses have ranged between US$0.83 and US$1.34. This has left margins firmly in loss-making territory even as the top line scaled up. See our full analysis for Intellia...
OTCPK:FMBL
OTCPK:FMBLBanks

Is Farmers & Merchants Bank of Long Beach (OTCPK:FMBL) Trading Too Far Above Its Fundamentals?

If you are wondering whether Farmers & Merchants Bank of Long Beach is priced attractively at around US$8,435 per share, you are not alone. This article is built to help you frame that question clearly. The stock has been relatively steady in the short term, with a 0.2% 7 day decline and returns of 1.0% over 30 days, 1.9% year to date and 50.9% over the last year, plus 29.0% over 3 years and 24.3% over 5 years. Recent coverage of Farmers & Merchants Bank of Long Beach has focused on its...
NYSE:SYK
NYSE:SYKMedical Equipment

Is It Too Late To Consider Stryker (SYK) After Recent Share Price Strength?

If you are wondering whether Stryker's share price around US$386 still offers value, you are not alone; many investors are trying to work out what a fair price looks like today. Over shorter periods, the stock has seen returns of 3.6% over the last 7 days, 8.9% over the last 30 days and 10.9% year to date, while the 1 year return sits at 0.2% and the 3 and 5 year returns are 51.6% and 72.4% respectively. Recent news coverage around Stryker has mainly centered on its position as a large...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Margin Compression In Q1 2026 Challenges High Growth Narratives

Synopsys (SNPS) has kicked off Q1 2026 with total revenue of US$2.4b and basic EPS of US$0.34, setting the stage against a trailing twelve month picture that includes US$8.0b in revenue and basic EPS of US$6.40. Over recent quarters, the company has reported revenue of US$1.46b in Q1 2025, US$1.60b in Q2, US$1.74b in Q3 and US$2.25b in Q4, while quarterly basic EPS over that period ranged from US$1.91 to US$2.42. With trailing net profit margins now at 13.8% and influenced by a large one off...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree’s Tokenized Fund Approval Tests Growth Promise Against Rich Valuation

WisdomTree (NYSE:WT) received SEC approval to offer intraday trading and instant settlement for tokenized shares of its Treasury Money Market Digital Fund. The approval allows 24/7 trading of these tokenized money market fund shares in the U.S. This marks a first of its kind use of blockchain infrastructure for a registered U.S. mutual fund with continuous trading and immediate settlement. WisdomTree, known for its exchange traded products and digital asset initiatives, is moving deeper...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

ACM Research (ACMR) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

ACM Research FY 2025 Earnings Snapshot ACM Research (ACMR) has wrapped up FY 2025 with fourth quarter revenue of US$244.4 million and basic EPS of US$0.12, alongside trailing twelve month revenue of US$901.3 million and EPS of US$1.47. Over recent periods the company has seen quarterly revenue move from US$223.5 million and EPS of US$0.49 in Q4 2024 to a peak of US$269.2 million and EPS of US$0.56 in Q3 2025 before landing at current levels. This puts the spotlight squarely on how efficiently...