U.S. Software Stock News

Why the PX Q650 launch matters for Energy Recovery (ERII) investors Energy Recovery (ERII) has drawn fresh attention after launching its PX Q650 Pressure Exchanger for desalination, combining higher flow capacity, very high stated efficiency, and extended warranties aimed at long-life plant operations. See our latest analysis for Energy Recovery. The PX Q650 launch comes on the heels of Energy Recovery’s recent earnings update. It arrives at a time when the stock has seen a 4.81% 1 day share...

Resideo Technologies reported past fourth-quarter 2025 results with sales of US$1,895 million and net income of US$136 million, alongside full-year 2025 sales of US$7.47 billion but a net loss of US$527 million. The company also issued 2026 guidance calling for net revenue of US$1,866 million to US$1,890 million in the first quarter and US$7.80 billion to US$7.90 billion for the full year, highlighting a contrast between recent quarterly profitability and a loss-making full year. Against...

RB Global, Inc. recently announced that its Board of Directors has authorized a share repurchase program of up to US$500,000,000, subject to Toronto Stock Exchange approval and funded through cash reserves or its senior credit facility. This sizable buyback authorization, coming alongside strong quarterly results that exceeded analyst expectations, highlights management’s confidence in deploying capital to support shareholder value. We’ll now examine how the newly authorized US$500,000,000...

If you are trying to figure out whether Neogen's current share price makes sense, you are not alone. A closer look at its valuation tools can help you frame that question more clearly. Neogen recently closed at US$9.70, with returns of a 13% decline over 7 days, a 10.2% decline over 30 days, a 38.6% gain year to date, and a 2.8% decline over the last year. This combination gives a mixed picture of how the market is currently pricing the stock. Recent coverage around Neogen has focused on the...

In February 2026, Allot Ltd. reported fourth-quarter 2025 sales of US$28.39 million and net income of US$2.9 million, alongside full-year 2025 sales of US$101.99 million and net income of US$3.71 million, marking a shift from a loss a year earlier. At the same time, the company guided for 2026 revenue of US$113 million to US$117 million, signaling management’s confidence in accelerating growth after its return to profitability. Next, we’ll examine how Allot’s return to profitability and...

Why Kyivstar Group is on investors’ radar today Kyivstar Group (KYIV) has caught investor attention after recent trading left the shares around $11.77, with performance over the past month and past 3 months both in negative territory. See our latest analysis for Kyivstar Group. Recent trading has been weak, with a 1-day share price return showing a 0.93% decline and a 90-day share price return showing a 17.58% decline. However, the 1-year total shareholder return of 1.99% indicates that...

Inseego recently introduced the MiFi PRO M4 enterprise mobile router, built on its new ConnectOS software and Qualcomm’s Dragonwing MBB Gen 3 platform, while also unveiling an enhanced Inseego Subscribe SaaS BSS solution for complex enterprise and government subscriber lifecycle management. Together, these launches highlight Inseego’s push to create a unified wireless edge architecture that blends 5G hardware, cloud management, and enterprise-grade security into an integrated offering for...

Why Yalla Group (YALA) is back on investors’ radar Yalla Group (YALA) has drawn fresh attention after its board approved a new share repurchase program of up to US$150 million, alongside first quarter 2026 revenue guidance that factors in the timing of Ramadan. See our latest analysis for Yalla Group. Those moves come after a period where the 1 year total shareholder return of 76.9% contrasts with a more muted 0.7% year to date share price return at US$7.11, suggesting recent momentum has...

Exact Sciences, Amalgam Rx and Privia Health report materially higher colorectal cancer screening rates using EHR-enabled outreach and at home noninvasive tests. The coordinated program is described as scalable and has surpassed national screening benchmarks during Colorectal Cancer Awareness Month. The initiative focuses on closing screening gaps by embedding screening prompts and workflows directly into clinical systems and patient communications. For investors watching NasdaqCM:EXAS,...

ACCO Brands (ACCO) has reported its FY 2025 third quarter with revenue of US$383.7 million and EPS of US$0.04, alongside net income of US$4 million. The trailing 12 month figures show revenue of US$1.54 billion and EPS of US$0.44 supported by net income of US$40.6 million. Over recent quarters the company has seen revenue move from US$438.3 million with EPS of a US$1.29 loss and a net loss of US$125.2 million in Q2 2024 to US$394.8 million with EPS of US$0.32 and net income of US$29.2 million...

FuelCell Energy (FCEL) has opened Q1 2026 earnings season with Q4 2025 numbers that show total revenue of US$55.0 million and a basic EPS loss of US$0.85, alongside net income excluding extra items of a US$30.7 million loss. Over the past few quarters, the company has seen revenue move from US$23.7 million in Q3 2024 to US$49.3 million in Q4 2024 and then to US$55.0 million in Q4 2025. Quarterly basic EPS stayed in loss territory, ranging from a US$2.21 loss per share in Q4 2024 to a US$3.78...

In early March 2026, Smith & Wesson Brands, Inc. reported that its third-quarter sales rose to US$135.71 million and net income to US$3.75 million, while affirming a quarterly dividend of US$0.13 per share payable on April 2, 2026. An interesting contrast is that, despite higher quarterly sales and earnings year on year, net income for the first nine months fell to US$2.26 million from US$4.79 million, highlighting pressure on profitability over the longer period. We’ll explore how the...

Guidewire Software (NYSE:GWRE) reported a strong quarter with record revenue and rising demand for its cloud and AI products. The company secured significant new cloud customer wins and saw broader uptake of its AI driven offerings across insurers. Management raised the full year outlook and authorized a $500 million share buyback program, signaling confidence in the business. For investors watching insurance technology, Guidewire sits at the center of core systems, cloud migration, and...

ARS Pharmaceuticals (SPRY) opened FY 2025 with third quarter revenue of US$32.5 million and a basic EPS loss of US$0.52, alongside a net loss of US$51.2 million. This keeps the story firmly focused on the trade off between growth and profitability. The company has seen quarterly revenue move from US$7.97 million in Q1 2025 to US$15.7 million in Q2 2025 and then to US$32.5 million in Q3 2025. Basic EPS went from a loss of US$0.35 in Q1 to a loss of US$0.46 in Q2 and a loss of US$0.52 in Q3,...

Fresh off its FY 2025 third quarter update, Editas Medicine (EDIT) posted revenue of US$7.5 million with a basic EPS loss of US$0.28. Trailing 12 month figures show revenue of US$46.4 million and a basic EPS loss of US$2.35. Over recent quarters the company has seen revenue move from US$30.6 million in Q4 2024 to US$4.7 million in Q1 2025, US$3.6 million in Q2 2025 and US$7.5 million in Q3 2025. Basic EPS losses were US$0.55, US$0.92, US$0.63 and US$0.28 across those same periods as investors...

ZIM Integrated Shipping Services (NYSE:ZIM) FY 2025 Earnings Snapshot ZIM Integrated Shipping Services (NYSE:ZIM) has put out a mixed set of FY 2025 numbers so far, with Q3 revenue at US$1,777.2 million and EPS of US$1.02 against a trailing twelve month EPS of US$8.32. The company has seen revenue move from US$2,765.2 million in Q3 2024 to US$1,777.2 million in Q3 2025, while quarterly EPS shifted from US$9.34 to US$1.02 over the same period, giving investors a clear view of how the top and...

Blackbaud (NasdaqGS:BLKB) is introducing its new Agents for Good AI portfolio, focused on the social good sector. The first product, Development Agent, is already in paid early-adopter contracts ahead of general availability. The rollout signals a shift toward monetizing proprietary AI tools within Blackbaud's software suite. For you as an investor, this move sits at the intersection of software, AI and the social impact sector, where Blackbaud already has an established presence. Many SaaS...

Korn Ferry (KFY) has put another solid quarter on the board, with Q2 2026 revenue of US$721.7 million and basic EPS of US$1.38 setting the tone for its latest earnings update. The company has seen revenue move from US$668.7 million and EPS of US$1.12 in Q3 2025 to US$721.7 million and EPS of US$1.38 in Q2 2026, while trailing twelve month EPS reached US$5.01 on revenue of about US$2.8 billion, giving investors a clearer read on how profits are tracking through the cycle. With earnings up 6.1%...

Global Business Travel Group (GBTG) just posted its FY 2025 third quarter numbers, with revenue at US$674 million, basic EPS of US$0.13 loss and net income of US$62 million loss. The company has seen quarterly revenue move from US$625 million in the second quarter of FY 2024 to US$591 million in the fourth quarter of FY 2024, then to US$621 million and US$631 million in the first and second quarters of FY 2025, while EPS shifted from US$0.06 in the second quarter of FY 2024 to US$0.03 loss in...

Rexford Industrial Realty (NYSE:REXR) has appointed John Nahas as Chief Operating Officer. The COO appointment is tied to the previously announced CEO transition and expands leadership responsibilities across the executive team. The move reflects an internal realignment of operational oversight at the company. Rexford Industrial Realty focuses on industrial real estate, a segment closely linked to logistics, distribution, and warehouse activity. For investors, changes in who oversees daily...

Grocery Outlet Holding Corp. recently reported past fourth-quarter 2025 results showing sales of US$1,215.27 million but a net loss of US$218.16 million, driven largely by US$110.17 million of long-lived asset impairments and US$149.00 million of goodwill impairments, alongside plans to close 36 underperforming stores while still opening 30–33 new locations in 2026. At the same time, the company issued cautious 2026 guidance calling for net sales of US$4.60 billion to US$4.72 billion with...

Reinsurance Group of America (NYSE:RGA) has appointed Jayson Bronchetti as Executive Vice President, Investments. Bronchetti will succeed Leslie Barbi, who is retiring from the role. The appointment places Bronchetti in charge of the insurer's investment management function. Reinsurance Group of America, trading at $207.17, has experienced varying share price movements across different timeframes, with a 7 day return of a 4.5% decline and a 30 day return of an 8.1% decline, alongside a 1...

Tri Pointe Homes, Inc. recently reported fourth-quarter 2025 revenue of US$954.59 million and net income of US$60.16 million, with full-year revenue of US$3.40 billion and net income of US$241.09 million, all lower than the prior year. A day later, the company highlighted product expansion by unveiling Aspire at Holladay Hills in Utah, its first townhome community in the state, featuring 57 units with interiors designed by Emmy-winning Bobby Berk. We’ll now examine how the weaker 2025...

Recently, Liquidity Services was highlighted by Zacks as one of four services-sector stocks benefiting from favorable earnings estimate revisions and a strong buy rating, underscoring its role as an e-commerce marketplace for surplus assets. This recognition reflects growing analyst confidence in the company’s business model and earnings profile, rather than any single operational announcement. Next, we’ll consider how this uptick in analyst optimism and earnings estimate revisions could...