U.S. Software Stock News

UFP Industries recently reported that unit sales have fallen over the past two years, with earnings per share dropping faster than revenue and returns on capital slipping, pointing to past profit pools becoming harder to sustain. This combination of weaker volumes, compressed earnings, and declining capital efficiency raises fresh questions about how durable the company’s profit engine may be. Next, we’ll examine how the ongoing slide in earnings per share shapes UFP Industries’ investment...

What Banc of California’s upcoming earnings mean for shareholders Banc of California (BANC) reports its Q4 2025 results after the market closes today, and this earnings release is in focus after recent quarters where the bank outpaced revenue and earnings expectations. Analysts are looking for Q4 revenue growth of 9.2% year on year and adjusted earnings of $0.37 per share, so tonight’s update will show how the bank is tracking against those expectations. See our latest analysis for Banc of...

Vail Resorts recently reported that Vail Mountain’s snowpack hit its lowest level in 47 years, with snowfall in the Rockies down sharply versus long‑term averages, limiting terrain openings and reducing skier visits earlier this season. Beyond immediate operational pressures, the snow drought has intensified concerns about regional water supplies and highlighted how weather variability can affect both resort performance and local communities. We’ll now examine how these historically poor...

VEON’s Ukrainian subsidiary Kyivstar has already launched a 5G test zone in the historical center of Lviv, working with the Ministry of Digital Transformation to assess real-world network performance and prepare for potential future expansion to other major cities once conditions allow. This pilot underlines how VEON is upgrading Ukraine’s digital infrastructure even during wartime, while still prioritizing broad 4G coverage that currently serves most smartphone users’ needs. We’ll now look...

Jacobs Solutions (J) has been selected by Sizewell C for a five year Professional Services Framework on a new nuclear power station in Suffolk, England, placing the company at the center of a major low carbon energy project. See our latest analysis for Jacobs Solutions. Despite landing several sizeable contracts across nuclear, water infrastructure and high performance computing in January, Jacobs’ recent share price return has been mixed, with a 1 day decline of 2.65%, a 90 day share price...

What triggered the latest interest in Dana (DAN)? Dana (DAN) is back on investors’ radar after the company issued 2025 sales guidance of US$7.30b to US$7.70b, alongside preliminary 2025 results that landed at the high end of its own expectations. See our latest analysis for Dana. That guidance and the focus on profitability and balance sheet repair arrive after a strong run in the stock, with a 90 day share price return of 38.54% and a 1 year total shareholder return of 104.87%. This comes...

Why Dime Community Bancshares is back on investor radars Dime Community Bancshares (DCOM) just posted full year 2025 results, reporting net interest income of US$408 million and net income of US$110.68 million, alongside lower quarterly net loan charge offs compared with last year. See our latest analysis for Dime Community Bancshares. The latest full year figures and improvement in net loan charge offs have arrived after a mixed stretch for the stock, with a 1 day share price return of 2.56%...

Precigen, Inc. recently announced that an expert consensus paper in The Laryngoscope, sponsored by the Recurrent Respiratory Papillomatosis Foundation and authored by 16 leading physicians, recommends PAPZIMEOS (zopapogene imadenovec) as the new first-line standard of care for adults with recurrent respiratory papillomatosis. This independently authored guidance marks a pivotal shift away from repeated surgical procedures toward an FDA-approved HPV-specific immunotherapy that targets the...

Quanta Services (PWR) is back in focus after new grid modernization and energy transition contracts helped push its project backlog to a record level, just as investors look ahead to the upcoming Q4 2025 earnings release. See our latest analysis for Quanta Services. The recent contract wins, record backlog and expectations for the upcoming Q4 2025 results come on top of a multi month rally, with a 30 day share price return of 8.63% and a 1 year total shareholder return of 29.61%. This...

Zions Bancorporation, National Association reported past fourth-quarter 2025 earnings with net interest income of US$683 million and net income of US$263 million, lifting diluted EPS from continuing operations to US$1.76 versus US$1.34 a year earlier. For 2025 as a whole, the bank’s net income rose to US$899 million and diluted EPS to US$6.01, alongside expanding net interest margin, strong deposit growth, and stable credit quality that collectively strengthened its capital position. We’ll...

Perella Weinberg Partners (PWP) is in focus after announcing a board leadership transition, with founder Peter A. Weinberg set to step down as Chairman and CEO Andrew Bednar preparing to assume the Chairman role. See our latest analysis for Perella Weinberg Partners. The leadership transition news comes as Perella Weinberg Partners’ share price has moved to US$21.60, with a 30 day share price return of 24.14% and a 3 year total shareholder return of 129.20%. This suggests longer term...

Corvus Pharmaceuticals recently reported positive results from cohort 4 of its randomized, blinded, placebo-controlled Phase 1 trial of oral soquelitinib in moderate to severe atopic dermatitis, and confirmed plans to start a Phase 2 study in the first quarter of 2026. The cohort 4 data are particularly interesting because they show clinical activity in patients who had previously failed systemic treatments, including dupilumab and JAK inhibitors, while maintaining a favorable safety profile...

In November 2025, uniQure disclosed that the FDA found data from its Phase I/II AMT-130 Huntington’s disease studies insufficient to support a Biologics License Application, and later feedback questioned the adequacy of its external-control dataset for accelerated approval. This setback highlights how emerging regulatory expectations around evidence standards can materially affect the development path of gene therapies even when early efficacy signals appear encouraging. We’ll now examine...

In recent months, Packaging Corporation of America has benefited from growing optimism about a recovery in the packaging cycle, supported by disciplined containerboard pricing and management’s focus on high-return mill investments. What stands out is the company’s decision to emphasize cost efficiency and cash returns to shareholders instead of pursuing large acquisitions, signaling a measured approach to capital allocation. Next, we’ll examine how this emphasis on disciplined pricing...

Entergy (ETR) is back in focus after several Wall Street firms reiterated or upgraded their views, pointing to expectations for sustained EPS growth supported by industrial and data center demand and constructive regulation. See our latest analysis for Entergy. At a share price of US$94.75, Entergy’s recent 30 day share price return of 3.55% contrasts with a softer 90 day share price return of a 1.30% decline. A 1 year total shareholder return of 16.51% sits alongside very strong 3 and 5 year...

What Sun Communities’ recent performance might be telling investors Sun Communities (SUI) has drawn attention after a recent move that left its shares around $125.99, with total return over the past year at about 5%, and roughly flat performance over the past 3 years. See our latest analysis for Sun Communities. The recent 1 day share price decline of about 3.3% comes after a 30 day share price return of 2.7% and a 1 year total shareholder return of roughly 5%, suggesting only modest momentum...

Service Corporation International (SCI) has been in focus after its latest quarter showed 4.4% year on year revenue growth, topping analyst expectations by 1.5%, while recent positive Wall Street coverage has added another layer of investor attention. See our latest analysis for Service Corporation International. The share price, which closed at $82.35, has had a 5.3% 30 day share price return and a 6.7% year to date share price return. The 5 year total shareholder return of 66.1% points to...

West Pharmaceutical Services recently announced at Pharmapack 2026 in Paris the global commercial availability of its West Synchrony S1 prefillable syringe system, offering multiple configurations tailored for biologics and vaccines. An interesting angle is how Synchrony S1 expands West’s presence in integrated drug-device delivery solutions at a time of rising combination-product demand. Next, we’ll examine how this Synchrony S1 launch shapes West’s broader investment narrative around...

Disc Medicine recently faced a two-week postponement of the U.S. FDA’s review of its rare disease candidate bitopertin, as regulators raised questions about efficacy endpoints, data integrity, and potential abuse risk. At the same time, the company appointed industry veteran Lisa Amaya Price as Chief Human Resources Officer, signaling an effort to strengthen its organizational backbone as it prepares for possible commercialization. Next, we’ll examine how the FDA’s temporary review delay for...

Reverse split reshapes Ozop Energy Solutions share structure Ozop Energy Solutions (OZSC) is carrying out a 1 for 5,000 reverse stock split effective January 21, 2026. This move sharply consolidates its share count and changes the trading price per share. This type of corporate action does not alter the company’s reported revenue of US$0.32 million or its loss of US$6.95 million, but it can influence liquidity, trading behavior, and how different investors view the stock. See our latest...

Some investors may be wondering whether Workday is starting to look interesting at its current price, or whether the shares still carry a premium that is hard to justify. After closing at US$182.99, the stock has seen a 16.3% decline over the last 30 days and a 27.0% decline over the last year. These moves may have changed how some investors think about its growth potential and risk. Recent coverage has focused on Workday's position in enterprise software and its ongoing push to win and...

InterDigital, Inc. recently issued full-year 2026 guidance, projecting revenue between US$675,000,000 and US$775,000,000 and diluted EPS of US$5.77 to US$8.51. The company also announced a new patent license agreement with LG Electronics covering digital TVs and computer monitors, broadening monetization of its ATSC 3.0, Wi‑Fi, and video codec technologies through a joint licensing program with Sony. We’ll examine how the LG Electronics licensing deal, alongside the new 2026 guidance, shapes...

Pinnacle Financial Partners, a regional banking company, recently reported its latest quarterly results after a period of analyst expectations for double‑digit year‑on‑year revenue growth and a history of outperforming forecasts. Analysts had largely reaffirmed their estimates ahead of the release, highlighting how the bank’s consistent revenue outperformance has become a key focus for investors. With a recent 7-day gain and attention on its history of beating revenue forecasts, we will...

Enphase Energy (NasdaqGM:ENPH) has launched the IQ9N-3P, its first U.S.-manufactured, gallium nitride based commercial microinverter. The product is designed for the commercial solar market and is built to meet domestic content requirements and FEOC compliance standards. The IQ9N-3P targets grid safety, installation efficiency, and scalable deployment for U.S. commercial solar projects. Enphase Energy focuses on microinverters and related energy management technology for solar and storage...