U.S. Software Stock News

NYSE:MSA
NYSE:MSACommercial Services

Does MSA Safety’s Recent Share Price Dip Offer Long Term Value in 2025?

Wondering if MSA Safety at around $163.97 is quietly becoming good value, or if the market already sees its best days? This article will walk through what the numbers are really saying. Despite being down about 5.8% over the last year and slightly negative year to date, the stock has still delivered roughly 28.8% over three years and 15.5% over five, suggesting the long term story is not as weak as the recent patch implies. Recent attention around workplace safety standards and renewed...
NYSE:PSTG
NYSE:PSTGTech

Pure Storage (PSTG) Q3: Thin 3.7% Net Margin Tests High-Growth Bull Narrative

Pure Storage (PSTG) just posted its Q3 2026 numbers, with revenue of about $964 million and basic EPS of $0.17, alongside trailing 12 month revenue of roughly $3.5 billion and EPS of $0.40. These figures frame the latest quarter within a steadily scaling top line and consistent profitability. Over recent quarters the company has seen revenue move from $764 million in Q2 2025 to $862 million in Q2 2026, while basic EPS shifted from $0.11 to $0.14 over the same stretch. This sets up the latest...
NasdaqCM:DFLI
NasdaqCM:DFLIElectrical

A Look at Dragonfly Energy (DFLI) Valuation After New Rail Partnership and Lithium Battery Standard Adoption

Dragonfly Energy Holdings (DFLI) just paired a fresh distribution deal with National Railway Supply and a new AREMA lithium battery standard, together opening a clearer on ramp into North American rail infrastructure spending. See our latest analysis for Dragonfly Energy Holdings. The new rail partnership lands after Dragonfly Energy launched its Battle Born Power Station Series and deepened its marine OEM ties with World Cat. Yet the latest $0.8711 share price sits against a year to date...
NYSE:NLY
NYSE:NLYMortgage REITs

Is It Too Late To Consider Annaly Capital Management After Its Strong Multi Year Run?

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...
NasdaqGM:KEQU
NasdaqGM:KEQUMedical Equipment

Kewaunee Scientific (KEQU) Margin Deterioration Tests Bullish Undervaluation Narrative After Q2 2026 Results

Kewaunee Scientific (KEQU) has just turned in a mixed Q2 2026 scorecard, posting revenue of about $70.1 million and EPS of $0.85 as profitability continues to reflect a narrower net margin profile than a year ago. The company has seen quarterly revenue move from $47.8 million in Q2 2025 to $70.1 million in Q2 2026, while quarterly EPS has swung between $0.47 and $1.70 over the same stretch, underscoring how choppy earnings have become as margins compressed from last year’s levels. See our...
NasdaqGS:MOMO
NasdaqGS:MOMOInteractive Media and Services

Hello Group (NasdaqGS:MOMO) Margin Compression Reinforces Bearish Community Narrative After Q3 2025 Results

Hello Group (NasdaqGS:MOMO) just posted its Q3 2025 scorecard, with revenue of CNY 2.7 billion and EPS of CNY 2.10 setting the tone after a volatile first half that included a negative EPS print. The company has seen revenue hold in a tight band between about CNY 2.5 billion and CNY 2.7 billion over the last six quarters, while quarterly EPS has swung from CNY 2.58 and CNY 2.20 levels in 2024 to a mix of positive and negative readings in 2025. This puts the spotlight squarely on how durable...
NasdaqGM:LOVE
NasdaqGM:LOVEConsumer Durables

Lovesac (LOVE) Q3 2026 Loss Undercuts Margin-Expansion Bull Case and Rich 25x P/E Narrative

Lovesac (LOVE) just posted its Q3 2026 numbers, with revenue at about $150 million and basic EPS of -$0.72, alongside a trailing twelve month EPS of $0.49 that reflects modest overall earnings progress over the past year. The company has seen quarterly revenue move between roughly $138 million and $161 million over the last few periods, while quarterly EPS has swung from -$0.73 to $2.31 and back into the red, underscoring a business where profitability is still choppy even as the longer term...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL) Margin Expansion Reinforces Bullish AI Infrastructure Narrative After Q2 2026 Earnings

Oracle (ORCL) has just posted a hefty Q2 2026 print, with revenue at about $16.1 billion, basic EPS of $2.14 and net income (excluding extra items) of roughly $6.1 billion setting the tone for this earnings season. The company has seen revenue climb from about $14.1 billion in Q2 2025 to $16.1 billion in Q2 2026, while EPS moved from $1.13 to $2.14 over the same period. This puts solid historical context around the latest numbers and sets up a story where expanding profit margins take center...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs (PL) Q3 2026 EPS Worsening Challenges Bullish Profitability Narratives

Planet Labs PBC (PL) just posted another quarterly update with Q3 2026 revenue of about $81.3 million, basic EPS of roughly -$0.19, and trailing-12-month revenue sitting near $282.5 million alongside TTM EPS of around -$0.43. This keeps the profitability story clearly in the red even as the top line builds. The company has seen revenue move from about $61.3 million in Q3 2025 to $81.3 million in Q3 2026, while quarterly EPS has slid from roughly -$0.07 to -$0.19 over the same stretch,...
NYSE:ALLE
NYSE:ALLEBuilding

Is Allegion Share Price Still Attractive After 28% 2025 Rally and IoT Expansion?

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...
NasdaqGS:ASYS
NasdaqGS:ASYSSemiconductor

Amtech Systems (ASYS) Q4 Profit of $0.07 EPS Tests Bearish Margin Narratives

Amtech Systems (ASYS) has just posted its FY 2025 fourth quarter numbers, with revenue of about $19.8 million and EPS of roughly $0.07 setting the tone for the latest print. Over the past six quarters, the company has seen quarterly revenue move from about $24.1 million in Q4 2024 to a peak of $26.7 million in Q3 2024 before landing at $19.8 million in Q4 2025. Over the same period, EPS has swung from a loss of roughly $0.04 in Q4 2024 to a deep trough of about negative $2.23 in Q2 2025 and...
NasdaqCM:RCT
NasdaqCM:RCTRetail Distributors

RedCloud Holdings (RCT) Revenue Surge Tests Bullish Growth Narrative Despite Deepening Losses

RedCloud Holdings (NasdaqCM:RCT) just posted its H1 2025 scorecard, with trailing twelve month revenue of about $48.4 million and a basic EPS of roughly -$1.76. This sets a clear backdrop of rapid top line expansion paired with ongoing losses. The company has seen revenue move from $13.6 million in H2 2023 to $16.1 million in H1 2024 and then $30.4 million in H2 2024. Over those same halves, EPS shifted from about -$4.20 to -$0.51 and then a much steeper -$17.85. That combination of fast...
NYSE:MTN
NYSE:MTNHospitality

Vail Resorts (MTN) Q1 2026: Wider EPS Loss Tests Bullish Margin‑Improvement Narrative

Vail Resorts (MTN) opened fiscal Q1 2026 with revenue of about $271 million, a basic EPS loss of roughly $5.20, and net income excluding extra items of around negative $187 million, setting a cautious tone for the new season. The company has seen quarterly revenue move from about $260 million in Q1 2025 to roughly $271 million in Q1 2026, while basic EPS shifted from a loss of about $4.62 to a loss of roughly $5.20 over the same period, giving investors a mixed read on top line stability...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Does SkyWest Still Offer Value After Its 495% Three Year Surge?

If you have been wondering whether SkyWest at around $107 a share is still good value after its big comeback, you are not alone. This article is designed to walk you through that question step by step. The stock has climbed 5.2% over the last week, 10.6% over the past month, and 495.2% over three years, which naturally raises the question of how much upside, or downside, might be left from here. Recently, investors have been focused on SkyWest’s progress in rebuilding regional capacity and...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (NYSE:MANU) Q1 Loss Deepens, Testing Turnaround Profitability Narrative

Manchester United (NYSE:MANU) opened Q1 2026 with revenue of about £140.3 million and a basic EPS of roughly -£0.04, alongside net income of around -£6.6 million, keeping the club in loss-making territory even as it reports another busy quarter of activity. The club has seen quarterly revenue move between roughly £143.1 million and £198.7 million over the past year while EPS has swung from £0.01 to as low as about -£0.16, which sets up a narrative where a growing top line and negative EPS...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Margin Compression to 18.1% Tests Bullish High-Growth Valuation Narrative

Synopsys (SNPS) just wrapped up FY 2025 with fourth quarter revenue of about $2.3 billion and basic EPS of $2.42, capping a year in which trailing 12 month revenue reached roughly $7.1 billion and EPS came in at $8.15. The company has seen quarterly revenue move from about $1.6 billion in the fourth quarter of FY 2024 to $2.3 billion in the latest quarter, while basic EPS shifted from $1.81 to $2.42 over the same period. This sets up a story in which investors will be weighing headline growth...
NYSE:XZO
NYSE:XZOInsurance

Exzeo Group (XZO) Q3: Net Margin Surges to 33.8%, Testing Overvaluation Concerns

Exzeo Group (XZO) just posted Q3 2025 results with revenue of about $56.3 million, basic EPS of $0.25 and net income of roughly $21.2 million, marking another solid quarterly print. The company has seen revenue climb from $29.3 million in Q3 2024 to $56.3 million in Q3 2025, while basic EPS moved from $0.06 to $0.25 over the same period. This sets up a story of scaling profits and expanding margins that investors will be keen to track. See our full analysis for Exzeo Group. With the latest...
NYSE:OXM
NYSE:OXMLuxury

Oxford Industries (OXM) Q3 Loss Deepens, Dividend Sustainability Worries Reinforce Bearish Narratives

Oxford Industries (OXM) just turned in a messy Q3 2026, with revenue of about $307 million and a basic EPS of roughly -$4.28, while trailing twelve month figures show revenue of about $1.5 billion and basic EPS hovering around -$0.19 as the business works through a choppy earnings patch. The company has seen quarterly revenue move from roughly $308 million in Q3 2025 to $307 million in Q3 2026, alongside a swing in basic EPS from about -$0.25 to -$4.28, leaving investors focused on how much...
NYSE:BORR
NYSE:BORREnergy Services

Can Borr Drilling’s 34% Monthly Surge Still Offer Value for Investors?

If you are wondering whether Borr Drilling still offers value after its recent run, or if the easy money has already been made, you are in the right place. The stock has climbed about 13.7% over the last week and 34.3% in the past month, while still sitting on a 122.1% gain over five years. This naturally raises questions about the balance between potential upside and risk from here. Recent moves have been driven by improving sentiment around offshore drilling and tightening jack up rig...
NasdaqGS:SGRY
NasdaqGS:SGRYHealthcare

Is Surgery Partners Mispriced After 42.3% Five Year Slide and Outpatient Expansion?

If you are wondering whether Surgery Partners is a quietly mispriced opportunity or a value trap in the making, you are not alone. That is exactly what we are going to unpack here. The stock is down 4.9% over the last week and 22.4% year to date, but a 5.0% gain over the past month hints that sentiment may be starting to shift after a long 5 year slide of 42.3%. Recent headlines have focused on Surgery Partners expanding its network of ambulatory surgery centers and deepening relationships...
NYSE:CIVI
NYSE:CIVIOil and Gas

Is Civitas Resources a 2025 Bargain After a 36% Slide and Strong Cash Flow Outlook?

Wondering whether Civitas Resources is a value play or a value trap at today’s price? You are not alone. This stock has quietly shifted from market favorite to contrarian idea. The share price has bounced about 10.5% over the last month but is still down roughly 36.4% year to date and 33.8% over the last year, a mix that often signals either a looming problem or a mispriced opportunity. Recent headlines around Civitas have focused on its portfolio positioning and capital discipline in a...
NasdaqGS:MGPI
NasdaqGS:MGPIBeverage

MGP Ingredients (MGPI): Reassessing Valuation After Chairman’s Share Sale and Ongoing Margin Pressures

After the Chairman of the Board moved to sell a sizable block of shares, MGP Ingredients (MGPI) quickly drew fresh scrutiny as investors weighed this signal against already weakening sales and margin pressure. See our latest analysis for MGP Ingredients. The share sale comes after a rough stretch, with the share price down sharply on a year to date basis and multi year total shareholder returns deeply negative. However, this week’s double digit 7 day share price return hints at traders...
NYSE:PHR
NYSE:PHRHealthcare Services

Phreesia (PHR) Turns Q2 Profit, Testing Long‑Running Bearish Profitability Narrative

Phreesia (PHR) just posted its latest quarterly scorecard with Q2 2026 revenue of about $117 million and basic EPS of $0.01, setting a clearer snapshot of where the business stands on its path toward profitability. The company has seen revenue move from roughly $102 million in Q2 2025 to $117 million in Q2 2026, while quarterly EPS has shifted from a loss of about $0.31 to a modest profit, giving investors fresh data on how quickly margins might be stabilizing from here. See our full analysis...