U.S. Software Stock News

NYSE:CBU
NYSE:CBUBanks

Community Financial System Adds Insurance Veteran To Deepen Board Risk Oversight

Community Financial System (NYSE:CBU) has appointed Brenda M. Hall as a new independent director to its Board. Hall previously served as chief operating officer in the insurance industry, with experience in enterprise strategy, risk management, and regulatory oversight. The appointment is intended to deepen the Board’s expertise in governance and oversight for shareholders and other stakeholders. Community Financial System, the parent of Community Bank, operates as a regional financial...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems Pursues Deal Driven Growth As Margins Come Under Strain

Casella Waste Systems (NasdaqGS:CWST) has completed nine acquisitions, adding more than $115 million in annualized revenues. The company outlined an active pipeline of additional deals it aims to pursue in 2026. Management framed the acquisition push as a key lever for scaling operations and driving efficiencies across the business. For investors following NasdaqGS:CWST, this deal streak comes at a time when the stock is trading at $92.71 and has seen a 17.2% decline over the past year,...
NasdaqGS:SAIA
NasdaqGS:SAIATransportation

Saia Faces Volume Strain As Price Hikes And Investment Hit Returns

Saia (NasdaqGS:SAIA) is facing ongoing sales volume challenges over the last two years and has leaned on price increases to support revenue. At the same time, the company has stepped up investment activity, which has pressured cash flows. Returns on capital have declined, raising questions about whether Saia’s traditional profit drivers are maturing. Saia operates in the less than truckload freight sector, where pricing power and network efficiency matter as much as demand trends. For you...
NYSE:NTST
NYSE:NTSTRetail REITs

What NETSTREIT (NTST)'s US$209 Million Equity Raise and Dividend Hike Means For Shareholders

Earlier in February 2026, NETSTREIT Corp. completed a US$208.62 million follow-on equity offering of 10,980,000 common shares at US$19.00 each, soon after reporting higher quarterly and full-year revenues and declaring a quarterly dividend of US$0.22 per share. The combination of fresh equity capital, a modest dividend increase, and a swing from loss to profit provides new context for how NETSTREIT might fund future property acquisitions and support its income-focused REIT profile. We will...
NasdaqGS:LINC
NasdaqGS:LINCConsumer Services

Lincoln Educational Services (LINC) Margin Rebound Tests Premium P/E Narrative

Lincoln Educational Services (LINC) has put solid numbers on the board for FY 2025, with fourth quarter revenue of US$142.9 million and basic EPS of US$0.41, alongside trailing twelve month revenue of US$518.2 million and EPS of US$0.65. The company has seen quarterly revenue move from US$119.4 million and EPS of US$0.22 in Q4 2024 to US$142.9 million and US$0.41 respectively in Q4 2025, while trailing twelve month EPS moved from US$0.32 to US$0.65 over the same period. This sets the stage...
NasdaqCM:CRGO
NasdaqCM:CRGOLogistics

Freightos (CRGO) Narrowing Quarterly Losses Tests Bullish Profitability Narrative

Freightos (CRGO) has wrapped up FY 2025 with fourth quarter revenue of US$7.4 million and a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$29.5 million and a basic EPS loss of US$0.35. Over recent quarters the company has seen quarterly revenue move from US$6.6 million in Q4 2024 to a range between US$6.9 million and US$7.7 million across FY 2025. Quarterly basic EPS losses have sat between US$0.06 and US$0.20, leaving margins still firmly in loss making territory as...
NYSE:SMWB
NYSE:SMWBSoftware

Similarweb (SMWB) Is Down 35.9% After AI Studio Launch And Wider 2025 Losses - What's Changed

In February 2026, Similarweb reported fourth-quarter 2025 revenue of US$72.76 million and a net loss of US$7.5 million, alongside full-year 2025 revenue of US$282.6 million and a net loss of US$32.94 million, while issuing 2026 revenue guidance of US$305.0–US$315.0 million and unveiling its new AI Studio enterprise intelligence platform. The combination of accelerating AI-focused product development, including AI Studio and rising AI-related revenue contributions, with widening losses and...
NYSE:VRE
NYSE:VREResidential REITs

Veris Residential (VRE) One Off Gain Dominates Earnings And Reinforces Bearish Leverage Concerns

Veris Residential (VRE) has wrapped up FY 2025 with Q4 revenue of US$71.3 million, basic EPS near breakeven at about US$0.00, and a small net loss from continuing operations of US$0.4 million, while trailing twelve month EPS stood at US$0.77 on revenue of US$288.4 million. Over recent periods, the company has seen quarterly revenue range from US$68.1 million in Q3 2024 to US$76.4 million in Q2 2025. Basic EPS moved from a loss of US$0.29 on a trailing basis in Q4 2024 to a profit of US$0.77...
NYSE:AFG
NYSE:AFGInsurance

American Financial Group Results And Guidance Highlight Valuation And Incentive Shifts

American Financial Group, NYSE:AFG, released fresh results alongside updated guidance and continued capital return actions. The company also approved a new long term executive incentive compensation plan focused on performance alignment. These developments provide new information on operating trends and how leadership is being incentivized over time. For shareholders watching NYSE:AFG, the new report and guidance come with some context. The stock closed at $129.61, with a 1 year return of...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold’s Record Year And Acquisitions Test Premium Valuation

Royal Gold reported record annual revenue, earnings, and cash flow for 2025. The company completed major acquisitions of Sandstorm Gold and Horizon Copper in 2025. Royal Gold increased its annual dividend for the 25th consecutive year, setting an industry record. Royal Gold, traded as NasdaqGS:RGLD, is coming off a year of record financial results and a larger portfolio after bringing Sandstorm Gold and Horizon Copper under its umbrella. The share price sits at $285.24, with a 1 year return...
NasdaqGS:DHC
NasdaqGS:DHCHealth Care REITs

Is It Too Late To Consider Diversified Healthcare Trust (DHC) After Its 1 Year Surge?

If you are wondering whether Diversified Healthcare Trust is still reasonably priced after its recent run, you are not alone. This article will walk through what the current share price might be implying about value. The stock closed at US$6.15, with a 6.1% decline over the last 7 days, an 8.7% gain over 30 days, a 23.5% gain year to date, a 158.1% gain over 1 year, and a very large gain over 3 years, while the 5 year return sits at 44.5%. Recent headlines have focused on Diversified...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Junior Notes Add Long Term Risk And Reward Trade Off

Eversource Energy (NYSE:ES) has announced new fixed to floating rate junior subordinated notes due 2056. The securities feature a fixed coupon initially, then switch to a floating rate after a future reset date. The notes are callable and are ranked junior to senior debt, which affects both risk and potential yield for buyers. Eversource Energy, a major regulated utility serving New England, relies on capital markets to fund grid investments, maintenance, and broader infrastructure needs...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Assessing Jumia Technologies (JMIA) Valuation After Stronger Sales And Narrower Losses In Recent Earnings

Jumia Technologies (JMIA) has come into focus after reporting fourth quarter and full year 2025 results, with sales of US$61.4 million and a net loss of US$10.31 million in the quarter. See our latest analysis for Jumia Technologies. Even with the latest earnings showing higher sales and a smaller quarterly net loss, Jumia Technologies' recent 30 day share price return of a 34.91% decline and year to date share price return of a 34.61% decline contrast with a very large 1 year total...
NYSE:DEA
NYSE:DEAOffice REITs

Does Easterly’s Higher Revenue But Softer EPS And Maintained Dividend Reshape The Bull Case For DEA?

Easterly Government Properties, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$87.04 million while net income eased to US$4.59 million, alongside Board approval of a US$0.45 per-share quarterly dividend payable on March 19, 2026. The combination of higher revenue but lower earnings per share highlights the tension between growth and profitability as Easterly continues to support its shareholder dividend. With revenue up year over year but earnings per share...
NasdaqGS:ORIC
NasdaqGS:ORICBiotechs

ORIC Cancer Pipeline Progress And Big Pharma Partnerships Reshape Risk Profile

ORIC Pharmaceuticals (NasdaqGS:ORIC) reports progress in its cancer therapy pipeline, with lead drug candidates entering Phase 1b clinical trials. The company announces new collaborations with Pfizer, Bayer, and Johnson & Johnson, aimed at advancing therapies that target resistance mechanisms in cancer treatment. These developments are drawing increased investor attention as they represent material steps in ORIC Pharmaceuticals' clinical and partnership strategy. ORIC Pharmaceuticals...
NYSE:ARR
NYSE:ARRMortgage REITs

ARMOUR Residential REIT Q4 Update Highlights Income Potential And Key Risks

ARMOUR Residential REIT (NYSE:ARR) reported robust Q4 2025 results, highlighting portfolio growth and higher book value. The company affirmed its dividend, signaling confidence in the stability of its payout. Management outlined updated plans for capital deployment and risk management in what it views as a supportive market backdrop. The portfolio update included a focus on lower coupon and seasoned mortgage-backed securities to address prepayment risk. ARR also raised fresh capital and...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Does Special Dividend And Vegas Outperformance Shift The Bull Case For Red Rock Resorts (RRR)?

Red Rock Resorts has already reported its fourth-quarter and full-year 2025 results, showing higher revenue but slightly lower quarterly net income, and its board declared a US$1.00 per Class A share special cash dividend payable on February 27, 2026 to stockholders of record on February 20, 2026. Alongside these results, the company highlighted record fourth-quarter gaming performance in Las Vegas and outlined expansion projects and active capital allocation, underscoring management’s focus...
NYSE:BHC
NYSE:BHCPharmaceuticals

The Bull Case For Bausch Health (BHC) Could Change Following Mixed 2025 Results And 2026 Outlook Guidance

In February 2026, Bausch Health Companies reported fourth-quarter 2025 revenue of US$2,796 million and a net loss of US$112 million, alongside full-year 2025 revenue of US$10.27 billion, net income of US$157 million, and a US$145 million goodwill impairment, while also issuing 2026 revenue guidance of US$10.63–US$10.88 billion. A day later, the company and its OraPharma dental unit marked the 25th anniversary of ARESTIN, currently the only FDA-approved locally applied antibiotic adjunct for...
NasdaqGS:CNDT
NasdaqGS:CNDTProfessional Services

Assessing Conduent (CNDT) Valuation After Insider Buying And EBITDA Margin Progress

Why insiders are buying Conduent stock after recent EBITDA progress Recent insider share purchases at Conduent (CNDT), including buying by the CEO and a director, have drawn attention as the company reports higher full year 2025 adjusted EBITDA and improved margins despite lower revenue. See our latest analysis for Conduent. The insider buying comes after a sharp move in the 1 day share price return of 11.19% and a 7 day gain of 3.58%, although the 1 year total shareholder return of 57.6% and...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

A Look At Ramaco Resources (METC) Valuation After Recent Share Price Pullback

Ramaco Resources (METC) has been drawing attention after a sharp decline in its share price over the past month, even as its past 3 months return, one year total return, and longer term performance figures remain positive. See our latest analysis for Ramaco Resources. The recent 40.26% 1 month share price decline to US$16.56 sits against a much stronger backdrop, with a 1 year total shareholder return of 73.74% and multi year total shareholder returns still firmly positive. This suggests...
NYSE:GLW
NYSE:GLWElectronic

US Stock Market Today: S&P 500 Futures Slip On Tariff And Inflation Concerns

The Morning Bull - US Market Morning Update Monday, Feb, 23 2026 US stock futures are pointing lower this morning, with E mini S&P 500 and Nasdaq 100 contracts both down around 0.5% as investors absorb fresh tariff and inflation signals. A key pressure point is the US decision to lift global tariffs to 15%, which effectively makes imported goods more expensive and can squeeze profit margins for companies that rely on overseas supply chains. At the same time, the Fed’s preferred inflation...
NYSE:ATEN
NYSE:ATENSoftware

A10 Networks Sets Capital Plan Targeting Acquisitions And Shareholder Value

A10 Networks (NYSE:ATEN) has outlined a clear capital allocation plan that includes potential acquisitions in next generation networking and security. The company plans to prioritize organic growth while also returning capital to shareholders. The new framework was set out by the Chief Financial Officer as a guide for how future cash resources may be used. A10 Networks, trading at $19.98, sits in a part of the market that often receives attention when security and network performance are in...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Is Bitdeer Technologies Group (BTDR) Pricing Reflect Recent Share Slide And Crypto Infrastructure Focus

If you are looking at Bitdeer Technologies Group and wondering whether the recent share price reflects a fair value, you are not alone. The stock last closed at US$7.78, after share price returns of a 22.8% decline over 7 days, a 46.5% decline over 30 days and a 32.6% decline year to date, with a 40.6% decline over the past year and a 26.9% decline over three years. Recent news coverage has focused on Bitdeer Technologies Group as a listed player in the broader software and crypto...
NasdaqGS:GO
NasdaqGS:GOConsumer Retailing

A Look At Grocery Outlet Holding (GO) Valuation As Market Signals Send Mixed Messages

Grocery Outlet Holding (GO) has drawn fresh attention after its recent share move, with the stock around $10.36 and mixed returns over the past year, month, and past 3 months prompting closer scrutiny. See our latest analysis for Grocery Outlet Holding. For Grocery Outlet Holding, the recent 5.71% 1 month share price return and 1.87% year to date share price return contrast with a 33.93% decline in 1 year total shareholder return, so recent momentum is improving off a weaker long term...