U.S. Software Stock News

NYSE:VOYA
NYSE:VOYADiversified Financial

Is Voya Financial (VOYA) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether Voya Financial's current share price reflects its true worth, this article will walk through the key numbers that matter for valuation. The stock last closed at US$67.61, with returns of 3.0% decline over 7 days, 11.8% decline over 30 days, 10.6% decline year to date, 0.2% decline over 1 year, 1.9% decline over 3 years, and 16.9% gain over 5 years, which gives you a mixed picture of recent and longer term performance. This piece was prompted to provide ongoing...
NYSE:SEMR
NYSE:SEMRSoftware

Semrush Holdings (SEMR) Returns To EPS Loss In Q4 FY 2025 Challenging Bullish Margin Story

Semrush Holdings (SEMR) just posted its FY 2025 numbers with Q4 revenue of US$117.7 million and a basic EPS loss of US$0.07, alongside a full year trailing revenue line of US$443.6 million and a trailing basic EPS loss of US$0.13. Over recent periods the company has seen quarterly revenue move from US$97.4 million in Q3 FY 2024 to US$117.7 million in Q4 FY 2025. Basic EPS has shifted from a profit of US$0.02 in Q4 FY 2024 to a loss of US$0.07 in Q4 FY 2025, which highlights a situation where...
NasdaqGM:BEEP
NasdaqGM:BEEPCommercial Services

Mobile Infrastructure (BEEP) Widening Losses Challenge Bullish Earnings Recovery Narrative

Mobile Infrastructure (BEEP) FY 2025 Earnings Snapshot Mobile Infrastructure (BEEP) has wrapped up FY 2025 with Q4 total revenue of US$8.8 million and a basic EPS loss of US$0.19, alongside a net income loss of US$7.7 million, putting margins firmly in the red for the period. The company has seen quarterly revenue move between US$8.2 million and US$9.1 million over FY 2025, while basic EPS losses ranged from US$0.10 to US$0.19. Trailing twelve month figures show revenue of US$35.1 million...
NYSE:AIV
NYSE:AIVResidential REITs

Apartment Investment And Management (AIV) Discontinued Ops Windfall Tests Bearish Narratives On Core Losses

Apartment Investment and Management (AIV) has posted its latest FY 2025 numbers with third quarter revenue at US$35.1 million and basic EPS at a US$0.71 loss, while trailing twelve month figures show revenue of US$210.9 million and basic EPS of a US$1.01 loss. Over the past few reported periods, revenue has moved between US$35.1 million and US$54.2 million a quarter, with basic EPS ranging from a loss of US$0.07 to a loss of US$1.07, giving investors a clear view of the pressure on margins...
NYSE:BJ
NYSE:BJConsumer Retailing

BJ's Wholesale Club Expansion Tests Market Share And Profitability Story

BJ's Wholesale Club Holdings (NYSE:BJ) is reporting twelve straight quarters of market share gains alongside record profitability. The company is pushing into new territories, including Alabama and Texas, supported by its Fresh 2.0 initiative and growing e commerce activity. Recent performance in private label and digital offerings is adding to the operational momentum and supporting its expansion plans. BJ's Wholesale Club sits at an interesting point for investors, with the stock at...
NasdaqGS:MSBI
NasdaqGS:MSBIBanks

Midland States Bancorp (MSBI) Quarter Loss Challenges Bullish Earnings Turnaround Narrative

Midland States Bancorp (MSBI) closed FY 2025 with fourth quarter revenue of US$73.9 million and a basic EPS loss of US$0.22. Trailing twelve month figures show revenue of US$265.1 million and a basic EPS loss of US$6.10. The company’s quarterly revenue moved from US$74.7 million in Q3 2024 to US$73.9 million in Q4 2025, while EPS shifted from a profit of US$0.83 in Q3 2024 to a loss of US$0.22 in the latest quarter. This keeps the focus on how quickly margins can stabilise from here. See our...
NYSE:VIK
NYSE:VIKHospitality

Viking Holdings (VIK) Profitability Turnaround Reinforces Bullish Narratives Despite Premium P/E

Viking Holdings (VIK) has put up another busy quarter, with Q3 FY 2025 revenue at US$2.0b and basic EPS of US$1.16 on net income of US$514.1m, giving investors a clean snapshot of how the business is currently earning its keep. The company has seen quarterly revenue move from US$1.3b in Q4 FY 2024 to US$1.9b in Q2 FY 2025 and US$2.0b in Q3 FY 2025, while basic EPS has ranged from a loss of US$0.24 in Q1 FY 2025 to positive readings of US$0.99 and US$1.16 in Q2 and Q3 respectively. This sets...
NYSE:EVTC
NYSE:EVTCDiversified Financial

EVERTEC Buyback Expansion Highlights Valuation Gap And Latin America Progress

EVERTEC (NYSE:EVTC) has expanded its share repurchase authorization and extended the duration of the program. The update follows a period of record revenue and growth in Latin America driven by acquisitions and digitalization. The larger, longer buyback plan reflects management's stated confidence in the company’s ongoing transformation. EVERTEC, trading around $28.83, has seen its share price move sharply in the short term, with a 14.5% gain over the past week. Over longer periods, returns...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Losses Narrow In Q4 EPS Result Challenging Bearish Profitability Narratives

Asana (ASAN) just wrapped up FY 2026 with Q4 revenue of US$205.6 million and a basic EPS loss of US$0.14, alongside trailing 12 month revenue of US$790.8 million and a full year EPS loss of US$0.80 that keeps profitability squarely in focus for investors. Over the past six quarters, the company has seen quarterly revenue move from US$183.9 million in Q3 FY 2025 to US$205.6 million in Q4 FY 2026, while quarterly EPS losses have ranged between US$0.25 and US$0.29 for much of that period before...
NYSE:INGM
NYSE:INGMElectronic

Ingram Micro Holding (INGM) EPS Jump Reinforces Bullish Margin Expansion Narrative

Ingram Micro Holding (INGM) just posted its FY 2025 fourth quarter numbers, with revenue of about US$14.9b, basic EPS of US$0.52 and net income excluding extraordinary items of US$121.41m. The company has seen quarterly revenue move from US$13.3b in Q4 2024 to US$14.9b in Q4 2025, while basic EPS went from US$0.36 to US$0.52. Trailing twelve month EPS stands at US$1.40 on revenue of about US$52.6b and net income of US$327.88m. This sets up a story in which relatively thin but improving...
NasdaqGS:SENS
NasdaqGS:SENSMedical Equipment

Senseonics Holdings (SENS) Q3 Revenue Doubles Year On Year Yet Losses Keep Bear Case In Play

Senseonics Holdings (SENS) just posted its FY 2025 third quarter numbers, with revenue at US$8.1 million and a basic EPS loss of US$0.43, while net income excluding extra items came in at a loss of US$19.5 million. The company has seen quarterly revenue move from US$4.3 million in Q3 2024 to US$8.1 million in Q3 2025, alongside quarterly basic EPS shifting from a loss of US$0.77 to a loss of US$0.43 over the same stretch. For investors, this set of results puts the focus squarely on how...
NasdaqGS:JAKK
NasdaqGS:JAKKLeisure

JAKKS Pacific (JAKK) Margin Squeeze Challenges Bullish Earnings Growth Narrative

JAKKS Pacific (JAKK) has just closed out FY 2025 with Q4 revenue of US$127.1 million and a basic EPS loss of US$0.47, while trailing 12 month EPS stood at US$0.88 on revenue of US$570.7 million. Over recent quarters the company has seen revenue move from US$321.6 million in Q3 FY 2024 to US$211.2 million in Q3 FY 2025, with basic EPS shifting from US$4.78 to US$1.78 over the same periods, setting up a results season in which investors will be watching how those earnings forecasts and margin...
NYSE:CBT
NYSE:CBTChemicals

Cabot Expands Circular Carbons As Tire Makers Pursue Sustainability Targets

Cabot (NYSE:CBT) has expanded global production of its sustainable circular reinforcing carbons in the Asia Pacific region. The expansion uses recycled tire pyrolysis oil and ISCC PLUS certification to supply circular reinforcing materials to tire manufacturers worldwide. This move is intended to support higher recycled content in tires and contribute to sustainability goals across multiple regions. For investors, this development sits at the intersection of specialty chemicals, materials...
NasdaqGM:GCMG
NasdaqGM:GCMGCapital Markets

A Look At GCM Grosvenor (GCMG) Valuation As Mixed Returns Contrast With Undervaluation Narrative

Why GCM Grosvenor (GCMG) Is Drawing Investor Attention GCM Grosvenor (GCMG) has been drawing fresh interest as investors reassess its recent share performance alongside the firm’s latest reported figures for revenue, net income, and multi year total returns. See our latest analysis for GCM Grosvenor. At a share price of $11.70, GCM Grosvenor has seen short term share price momentum, including an 8.13% 90 day share price return, set against a 12.12% decline in 1 year total shareholder return...
NYSE:HCI
NYSE:HCIInsurance

HCI Group Balances US$80m Buyback With Exzeo IPO Potential

HCI Group (NYSE:HCI) authorized a new $80 million share repurchase program. The company completed the IPO of its Exzeo technology platform. These actions reflect a shift in how HCI Group is using capital and its technology assets. HCI Group, an insurance and technology company, is giving investors fresh developments to watch beyond standard quarterly numbers. The new $80 million buyback authorization and the Exzeo IPO put both its balance sheet and tech capabilities in focus. For...
NasdaqCM:USGO
NasdaqCM:USGOMetals and Mining

Is U.S. GoldMining’s (USGO) Pre-PDAC Spotlight Reframing Its Exploration Story Or Just Polishing Optics?

U.S. GoldMining Inc. recently presented at the Pre-PDAC 2026 Mining Showcase on February 27, 2026, at the Omni King Edward Hotel in Toronto, highlighting its latest project and corporate updates to an audience of industry professionals and investors. This appearance at a high-profile mining conference has amplified the company’s visibility among sector-focused investors, potentially influencing how its exploration story and future funding options are perceived. With this increased exposure...
NYSE:STC
NYSE:STCInsurance

Is Stewart Information Services (STC) Pricing Look Too Rich After Recent Share Price Gains?

If you are wondering whether Stewart Information Services is priced attractively or already baking in a lot of optimism, you are asking the right question before making any long term decisions. The stock last closed at US$69.95, with returns of 5.4% over 7 days, 3.7% over 30 days, around flat at 0.1% decline year to date, 2.4% over 1 year, 92.3% over 3 years and 64.6% over 5 years. Recent coverage around Stewart Information Services has focused on providing evergreen context for the stock,...
NYSE:RAL
NYSE:RALElectronic

Irenic Pushes Ralliant On Costs Capital Use And Share Buybacks

Irenic Capital Management has built an activist position in Ralliant (NYSE:RAL). The fund is urging cost cuts, a sharper focus on core businesses, and changes to capital allocation. Concerns include Ralliant’s recent cost levels and a recorded goodwill impairment. Irenic is also calling for faster share buybacks as part of its proposals. Ralliant, listed on the NYSE under ticker RAL, operates as a diversified business with exposure to several core segments that are tied to long term...
NYSE:AN
NYSE:ANSpecialty Retail

Is It Time To Reassess AutoNation (AN) After Recent Share Price Pullback?

If you are wondering whether AutoNation's current share price offers real value or has already run too far, this article will walk through what the numbers actually suggest. The stock recently closed at US$193.04, with returns of 10.1% over 1 year, 38.9% over 3 years and 114.7% over 5 years. However, the most recent 7 day, 30 day and year to date returns show declines of 1.9%, 5.8% and 6.5% respectively. Recent headlines have focused on AutoNation's positioning as a large US auto retailer...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Is Summit Therapeutics (SMMT) Now Pricing In Too Much Hope After Strong Multi Year Gains

If you are wondering whether Summit Therapeutics is priced attractively or already expensive, you will want to understand how its current share price compares with different measures of underlying value. The stock recently closed at US$16.19, with returns of 0.6% over 7 days, 11.8% over 30 days, a 7.6% decline year to date, a 15.4% decline over 1 year, and a very large gain over 3 years and 189.1% over 5 years. Taken together, these figures point to a mix of past momentum and more recent...
NYSE:COLD
NYSE:COLDIndustrial REITs

Americold’s Houston Expansion And Tech Push Weighed Against Contract Risks

Americold Realty Trust (NYSE:COLD) has agreed to acquire a temperature controlled facility in Houston, expanding its global footprint. The deal adds capacity in a key logistics hub that serves both domestic and international food supply chains. The company is integrating new technology across its network while working through operational challenges tied to customer contracts and concentration. Americold Realty Trust, listed as NYSE:COLD, focuses on temperature controlled warehouses and...
NYSE:YMM
NYSE:YMMTransportation

Is Full Truck Alliance (YMM) Priced Attractive After Recent Share Price Weakness And DCF Upside?

If you are trying to work out whether Full Truck Alliance is attractively priced or not, its current valuation metrics and what sits behind them are going to be the key things to focus on. The share price, last closing at US$9.32, has seen a 1.4% decline over the past week and is also down 5.9% over 30 days and 17.2% year to date, while the 3 year return sits at 17.2%. Recent news coverage has focused on Full Truck Alliance as a major digital freight platform in China and how it fits into...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto OTA Upgrade And Charging Use Test Investor Patience

Li Auto rolled out a major over the air update to its vehicle fleet ahead of the Chinese Spring Festival, upgrading its smart cockpit, VLA Driver large model, and smart electric features. The company supported more than 1.45 million charging sessions during the festival travel season through its charging network. Li Auto plans to launch a new Li L9 model in the coming quarter, adding to its flagship range. For investors tracking NasdaqGS:LI, these product and infrastructure updates come...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

Is It Time To Reassess CDW (CDW) After Its 26% One-Year Share Price Decline?

If you are wondering whether CDW is priced attractively today, it helps to step back and separate the share price story from the underlying value story. CDW closed at US$124.77, with a 1.3% gain over the last 7 days, a 1.3% decline over 30 days, a 6.3% decline year to date, and a 26.5% decline over the past year. The 3 and 5 year returns sit at 36.0% and 14.4% declines respectively. These moves have kept CDW on many investors' watchlists as they reassess how much risk they are taking on at...