U.S. Software Stock News

NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia (NVDA) Margins Near 56% Reinforce Bullish AI Narrative Despite Cash Quality Doubts

Nvidia (NVDA) has put up big headline numbers for FY 2026, with fourth quarter revenue of about US$68.1b and basic EPS of US$1.77, capping a year in which trailing 12 month EPS reached US$4.93 alongside revenue of roughly US$215.9b. Over the past six quarters, the company has seen quarterly revenue move from about US$35.1b with EPS of US$0.79 in FY 2025 Q3 to US$68.1b and EPS of US$1.77 in FY 2026 Q4. This sets up a story where investors are watching how rich margins and strong earnings...
NasdaqGM:NRDS
NasdaqGM:NRDSConsumer Finance

NerdWallet (NRDS) Margin-Driven Earnings Growth Tests Bullish Profitability Narrative

NerdWallet (NRDS) just wrapped up FY 2025 with Q4 revenue of US$225.4 million and basic EPS of US$0.19, alongside trailing twelve month revenue of US$836.6 million and EPS of US$0.73 that underline a year of positive reported profitability. Over the past six quarters, revenue has moved from US$183.8 million in Q4 2024 to US$225.4 million in Q4 2025, while quarterly EPS ranged from roughly breakeven in early 2024 and 2025 to a high of US$0.52 in Q4 2024 and US$0.35 in Q3 2025. This sets up a...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide (ACIW) Margin Stability Tests Bullish Valuation Narratives After FY 2025 Results

ACI Worldwide (ACIW) just wrapped up FY 2025 with Q4 revenue of US$481.6 million and basic EPS of US$0.63, alongside trailing 12 month revenue of US$1.76 billion and EPS of US$2.18 that frame the full year earnings picture. Over recent periods the company has seen quarterly revenue range from US$394.6 million to US$482.4 million and basic EPS move between US$0.12 and US$0.94, giving investors a clear view of how earnings power shifts across the year before they weigh those figures against the...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Is Plug Power (PLUG) Now Attractive After Recent Share Price Weakness?

Wondering whether Plug Power's share price around US$1.91 is starting to look like value, or if it still carries more risk than upside? You are not alone in asking that question right now. The stock has been flat over the last 7 days, while the 30 day return is a 20.7% decline, set against a 17.2% gain over 1 year and much weaker 3 and 5 year returns of 85.7% and 95.2% declines. Recent news flow has focused on Plug Power's position in hydrogen and fuel cell markets, as investors weigh long...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Garrett Motion Cling Deal Links EV HVAC Growth To Turbocharger Future

Garrett Motion (NasdaqGS:GTX) agreed to supply its oil free centrifugal compressor to Cling for use in China's next generation electric buses and trucks. The deal represents Garrett Motion's first serial award for its oil free, foil bearing based centrifugal compressor within the mobility sector. The compressor is intended to support advanced HVAC systems that focus on energy efficiency, compact size, reduced noise, and durability for commercial EVs in China. Garrett Motion, best known for...
NasdaqGS:SSP
NasdaqGS:SSPMedia

Scripps (SSP) TTM Loss Of US$164 Million Challenges Bullish Earnings Recovery Narratives

E.W. Scripps (SSP) has just wrapped up FY 2025 with fourth quarter revenue of US$560.3 million, basic EPS of US$0.51 loss, and net income excluding extra items of US$44.9 million loss, while trailing twelve month revenue came in at about US$2.2 billion with basic EPS of US$1.87 loss. Over recent quarters, the company has seen revenue move from US$728.4 million and basic EPS of US$0.93 in Q4 2024 to US$560.3 million and basic EPS of US$0.51 loss in Q4 2025, with net income shifting from...
NasdaqGS:SBCF
NasdaqGS:SBCFBanks

Is Seacoast Banking Corporation of Florida (SBCF) Pricing Reflecting Its Mixed Valuation Signals?

If you are wondering whether Seacoast Banking Corporation of Florida is currently priced attractively, you are not alone. The stock has drawn interest from investors trying to work out if today’s share price lines up with its fundamentals. Over the past year, the share price return sits at 21.0%, with a 4.1% gain year to date. This comes even though the last 7 and 30 days have seen modest pullbacks of 1.8% and 2.2% respectively from the recent close at US$32.90. Recent coverage of regional...
NasdaqGS:IART
NasdaqGS:IARTMedical Equipment

Integra LifeSciences Holdings (IART) Quarterly Losses Challenge Bullish Margin Recovery Narrative

Integra LifeSciences Holdings (IART) has wrapped up FY 2025 with fourth quarter revenue of US$434.9 million and a basic EPS loss of US$0.02, alongside trailing 12 month revenue of US$1.6 billion and a basic EPS loss of US$6.74. Over recent quarters the company has seen revenue move between US$380.8 million and US$442.6 million while quarterly basic EPS has ranged from a loss of US$6.31 to a profit of US$0.25. This has set up a results season where investors are weighing growth potential...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

Is It Time To Reconsider TriCo Bancshares (TCBK) After Its Recent Share Price Performance?

If you are wondering whether TriCo Bancshares is fairly priced or offering value at its recent levels, this article will walk you through what the numbers actually say about the stock. The share price last closed at US$49.77, with returns of a 0.9% decline over 7 days, 1.4% over 30 days, 5.6% year to date, 18.6% over 1 year and 26.7% over 5 years. This naturally raises questions about how much is already reflected in the price and how much risk is being priced in. Recent coverage of TriCo...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN) Margin Stability At 7.5% Tests Bullish Profit Growth Narratives

Urban Outfitters FY 2026 results: steady revenue and earnings backdrop Urban Outfitters (URBN) has just wrapped up FY 2026 with fourth quarter revenue of US$1.8 billion, basic EPS of US$1.07 and net income of US$96.3 million, setting the tone for how investors will read the full year. The company has seen quarterly revenue move from US$1.53 billion in Q3 FY 2026 to US$1.8 billion in Q4, while basic EPS shifted from US$1.30 to US$1.07 over the same stretch, and trailing twelve month EPS...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial (EFC) One Off US$64.7 Million Loss Tests Bullish Growth Narratives

Ellington Financial’s Latest FY 2025 Earnings In Focus Ellington Financial (EFC) has wrapped up FY 2025 with fourth quarter revenue of US$65.8 million and basic EPS of US$0.15, setting the stage against a year of shifting quarterly results. Over the past four quarters, the company has seen revenue move from US$74.7 million in Q4 2024 to a peak of US$90.3 million in Q2 2025 before landing at US$65.8 million in Q4 2025, with EPS ranging from US$0.19 to US$0.45 across the same stretch. With...
NYSE:CRI
NYSE:CRILuxury

Is It Time To Rethink Carter's (CRI) Valuation After Its Recent Share Price Rebound?

If you are wondering whether Carter's current share price offers value or potential risk, starting with the recent share performance and valuation checks can give you a clearer picture. Carter's shares last closed at US$42.07, with returns of 0.1% over 7 days, 20.7% over 30 days, 26.7% year to date, 4.4% over 1 year, along with 36.1% and 38.8% declines over 3 and 5 years respectively. Recent news coverage has focused on Carter's positioning in the childrenswear market and investor interest...
NYSE:SMA
NYSE:SMASpecialized REITs

SmartStop Self Storage REIT (SMA) FFO Of US$22.9 Million Tests Bullish Income Narrative

SmartStop Self Storage REIT’s Latest Earnings Snapshot SmartStop Self Storage REIT (SMA) has wrapped up FY 2025 with fourth quarter revenue of US$72.2 million and basic EPS of US$0.05, alongside funds from operations of US$22.9 million. This gives investors a clear view of how cash generation compares with reported earnings. The company’s quarterly revenue increased from US$58.2 million in Q4 2024 to US$72.2 million in Q4 2025. Over the same period, basic EPS moved from a loss of US$0.04 to a...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

SkyWater Technology (SKYT) Q4 Loss Challenges Bullish Narrative After Q3 EPS Surge

SkyWater Technology (SKYT) Posts Mixed FY 2025 Finish With Big Q3 EPS Spike and Q4 Loss SkyWater Technology (SKYT) closed out FY 2025 with Q4 revenue of US$171.0 million and a basic EPS loss of US$0.16, following a Q3 that featured US$150.7 million in revenue and a sharp basic EPS jump to US$2.98 on net income of US$144.0 million. Over recent periods the company has seen quarterly revenue move from US$75.5 million in Q4 2024 to US$61.3 million in Q1 2025, US$59.1 million in Q2 2025, and then...
NYSE:ONTF
NYSE:ONTFSoftware

ON24 (ONTF) Quarterly Losses Persist And Test Bullish Narratives On Profitability Path

ON24 (ONTF) has wrapped up FY 2025 with fourth quarter revenue of US$34.6 million and a basic EPS loss of US$0.15, as net income excluding extra items came in at a loss of US$6.5 million. Over recent quarters the company has seen revenue hold in a tight band between US$34.6 million and US$36.7 million, while quarterly basic EPS losses have ranged from US$0.15 to US$0.27 over the periods shown. This gives investors a clearer view of how top line scale lines up against persistent losses. With...
NasdaqGS:CHRD
NasdaqGS:CHRDOil and Gas

Chord Energy (CHRD) Margin Collapse And One Off Loss Test Bullish Efficiency Narratives

Chord Energy (CHRD) closed out FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.48, set against trailing 12 month revenue of US$4.6b and EPS of US$0.77 that reflect a weaker profitability profile than a year earlier. Over recent periods the company has seen quarterly revenue move from US$1.37b in Q4 2024 to US$1.1b in Q4 2025, while basic EPS shifted from US$3.45 to US$1.48, setting the backdrop for trailing net income of US$44.5m. Overall, margins look compressed and the...
NYSE:KBR
NYSE:KBRProfessional Services

KBR (KBR) Q4 Shows Margin Improvement That Supports Bulls’ Profitability Narrative

KBR (KBR) closed out FY 2025 with fourth quarter revenue of US$1,885 million and basic EPS of US$0.87, alongside net income excluding extraordinary items of US$111 million, setting the tone for how investors parse its latest update. The company has seen quarterly revenue move from US$2,122 million and EPS of US$0.57 in Q4 2024 to US$1,885 million and EPS of US$0.87 in Q4 2025, while trailing twelve month revenue reached US$7.8 billion with TTM EPS of US$3.50. This gives investors a clearer...
NYSE:ADT
NYSE:ADTConsumer Services

ADT Bets On Camera Free AI Sensing And Verisure Partnership Potential

ADT (NYSE:ADT) has acquired Origin AI, a company focused on camera free AI presence sensing technology. The deal includes Origin AI's patent portfolio and will be integrated into ADT's smart home security platform. ADT has also signed a long term commercial agreement with Verisure to bring this AI sensing technology to Europe and Latin America. For investors watching NYSE:ADT at a share price of $8.11, this move signals a push to differentiate its smart home offering with AI driven presence...
NYSE:USPH
NYSE:USPHHealthcare

US Physical Therapy (USPH) Earnings Rebound Of 42.8% Tests Premium P/E Narrative

U.S. Physical Therapy (USPH) has wrapped up FY 2025 with fourth quarter revenue of US$201.0 million and basic EPS of US$0.27, alongside trailing twelve month EPS of US$2.61 on revenue of US$773.3 million. Over the past six reported quarters in the dataset, revenue has moved from US$166.3 million in Q3 2024 to US$201.0 million in Q4 2025, while quarterly EPS ranged from US$0.27 to US$0.80, with full year earnings growth of 42.8% and a net margin of 5.1% versus 4.2% a year earlier. That...
NYSE:EPR
NYSE:EPRSpecialized REITs

Stable FFO At EPR Properties (EPR) Reinforces Bullish Experiential REIT Narratives

EPR Properties (EPR) has wrapped up FY 2025 with fourth quarter revenue of US$182.9 million and basic EPS of US$0.80, while trailing twelve month revenue sits at US$718.4 million and EPS at US$3.30. Over the past few reported periods, revenue has ranged between US$172.4 million and US$185.1 million per quarter, with basic EPS moving between US$0.79 and US$0.91 across 2025, giving investors a clearer sense of how the income stream is tracking into the current run rate. With trailing net...
NasdaqGS:RXT
NasdaqGS:RXTIT

Rackspace Technology FY 2025 Loss Narrowing Challenges Bearish Narratives On Persistent Unprofitability

Rackspace Technology FY 2025 Earnings: Revenue Holds Steady As Losses Narrow Rackspace Technology (RXT) just closed out FY 2025 with Q4 revenue of US$682.8 million and a basic EPS loss of US$0.13, alongside trailing 12 month revenue of US$2.69 billion and a full year net loss of US$225.8 million. The company has seen quarterly revenue move from US$665.4 million in Q1 2025 to US$682.8 million in Q4 2025, while quarterly EPS losses over the same period ranged from US$0.31 to US$0.13. This gives...
NYSE:HRL
NYSE:HRLFood

Hormel Foods (HRL) Margin Compression Tests Bullish Earnings Growth Narrative In Q1 2026

Hormel Foods (HRL) opened fiscal Q1 2026 with revenue of about US$3.0 billion and basic EPS of US$0.33, setting a clear snapshot of where the business stands as earnings season gets underway. The company has seen quarterly revenue move in a tight band around US$3.0 billion over the past year, while basic EPS has ranged from a loss of roughly US$0.10 in Q4 2025 to US$0.40 in Q4 2024. This gives investors a mixed but data rich backdrop for judging this quarter. With trailing net profit margin...
NasdaqGS:TWFG
NasdaqGS:TWFGInsurance

TWFG (TWFG) Net Margin Recovery Tests Bullish Long Term Earnings Narrative

TWFG (TWFG) has just posted its FY 2025 numbers, with Q4 revenue at US$68.8 million and basic EPS of US$0.18. This caps off a trailing twelve month profile that includes revenue of US$247.1 million and basic EPS of US$0.51 alongside reported earnings growth of 179.5% over the past year. The company has seen revenue rise from US$49.5 million in Q4 2024 to US$68.8 million in Q4 2025, while quarterly EPS has moved from US$0.11 to US$0.18. This sets the backdrop for analyst forecasts that point...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Posts US$1.3b Annual Loss Keeping Profitability Narratives Under Pressure

Snowflake (SNOW) just closed out FY 2026 with fourth quarter revenue of US$1.3 billion and a basic EPS loss of US$0.90, alongside net income excluding extra items of a US$309.6 million loss. Over recent periods the company has seen quarterly revenue move from US$986.8 million in Q4 FY 2025 through US$942.1 million and US$1.0 billion to US$1.1 billion and US$1.2 billion before reaching US$1.3 billion, while basic EPS losses ranged between about US$0.86 and US$1.29 per share. The headline story...