U.S. Software Stock News

NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward (WWD) Margin Improvement Tests Bullish High‑Quality Earnings Narrative

Woodward (WWD) has opened its 2026 financial year with Q1 revenue of US$996.5 million and basic EPS of US$2.23, alongside trailing twelve month revenue of US$3.8 billion and EPS of US$8.18 that tie into reported earnings growth of 32.1% over the past year. The company has seen revenue move from US$772.7 million and EPS of US$1.47 in Q1 2025 to US$996.5 million and EPS of US$2.23 in Q1 2026, while trailing net margin has shifted from 11.2% to 12.9%, setting up a results season in which...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson (WTW) One Off US$744 Million Gain Fuels EPS Rebound Narrative

Willis Towers Watson (WTW) closed the third quarter of FY 2025 with revenue of US$2,288 million and basic EPS of US$3.10 on net income of US$304 million, capping a trailing twelve month period that totaled US$9.8 billion in revenue and EPS of US$21.37. Over the past three quarters of FY 2025, the company has seen revenue move from US$2,223 million in Q1 to US$2,288 million in Q3, while quarterly EPS ranged from US$2.35 to US$3.34. This sets the scene for investors to focus on how much of this...
NYSE:UE
NYSE:UERetail REITs

Is Urban Edge Properties (UE) Still Attractive After Recent Multi‑Year Share Price Gains

If you are wondering whether Urban Edge Properties at around US$19.98 is still offering value or starting to look fully priced, you are asking the right question. The stock shows returns of 4.2% over 7 days, 4.6% over 30 days, 4.6% year to date, 4.3% over 1 year, 39.5% over 3 years and 59.3% over 5 years, which gives useful context before weighing up what you are paying today. Recent market attention has focused on Urban Edge Properties as a US real estate name, with investors weighing up...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo (PEP) Margin Hit From US$3.9b One Off Loss Tests Bullish Narratives

PepsiCo (PEP) has put fresh numbers on the board for FY 2025, reporting Q3 revenue of US$23.9b and basic EPS of US$1.90, alongside trailing 12 month revenue of US$92.4b and EPS of US$5.27. These figures sit against a reported net margin of 7.8% compared with 10.2% a year earlier. Over recent quarters the company has seen revenue range from US$17.9b in Q1 2025 to US$27.8b in Q4 2024, while basic EPS moved between US$0.92 and US$2.24. This gives investors a clear look at how headline growth has...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer (PFE) Margin Improvement To 15.6% Challenges Bearish Earnings Narratives

Pfizer (PFE) has just posted its FY 2025 third quarter numbers, reporting revenue of US$16.7b and basic EPS of US$0.62, with trailing twelve month EPS at US$1.73. The company has seen revenue move from US$17.8b in Q4 2024 to US$13.7b in Q1 2025 and US$14.7b in Q2 2025, while quarterly EPS shifted from US$0.07 to US$0.52 and US$0.51 over the same stretch. This feeds into a 15.6% net profit margin over the last 12 months compared with 7.0% a year earlier, giving investors a clearer view of how...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp Dividend Hike Highlights Earnings Strength And Payout Capacity

East West Bancorp (NasdaqGS:EWBC) announced a 33% increase in its quarterly dividend. The higher dividend follows the company’s latest annual and quarterly results, which management described as strong. The move signals an increased cash return to shareholders through the regular dividend. East West Bancorp is a commercially focused bank with a footprint that connects U.S. and Asia linked clients, serving businesses and individuals across a range of lending and deposit services. For...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

CorVel (CRVL) Earnings Growth And 11.3% Margin Challenge Cautious Narratives

CorVel (CRVL) has just wrapped up Q3 2026 with its recent numbers anchored by the latest reported quarter, where revenue in Q2 2026 was US$239.6 million and basic EPS came in at US$0.54. This feeds into trailing 12 month EPS of US$2.05 and net income of US$105.3 million. Over the recent reporting periods, the company has seen revenue move from US$224.4 million in Q2 2025 to US$239.6 million in Q2 2026, with basic EPS stepping from US$0.46 to US$0.54 over the same quarters. This sets up a...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest (CSWC) Earnings Growth And 45.2% Margin Challenge Cautious Narratives

Capital Southwest (CSWC) just posted Q3 2026 results with total revenue of US$61.4 million and basic EPS of US$0.57, setting the tone for another data rich update on its earnings power. The company has seen quarterly revenue move from US$51.9 million in Q3 2025 to US$61.4 million in Q3 2026, while basic EPS shifted from US$0.34 to US$0.57 over the same period. This gives investors a clear sense of how the top and bottom lines have trended into this quarter. With a trailing 12 month net profit...
NYSEAM:TCGL
NYSEAM:TCGLIT

TechCreate Group (TCGL) Valuation Check After Speculation Fueled Share Price Spike And Volatility Halts

Speculative surge puts TechCreate Group (TCGL) in the spotlight TechCreate Group (TCGL) has been thrust into the market spotlight after a very large short term share price spike, including volatility halts, largely linked to speculative trading and momentum driven sentiment. See our latest analysis for TechCreate Group. With TechCreate Group’s share price now at $172.84 after a 1 day share price return of around 100% and a very large 30 day gain, the move caps a powerful short term run that...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings Q3 Loss Reinforces Concerns Over Trailing US$1.2b Earnings Hole

Capri Holdings (CPRI) has just posted its Q3 2026 numbers, with quarterly revenue of US$856 million and a basic EPS loss of US$0.28, alongside trailing 12 month EPS of US$10.14 in losses on US$4.4 billion of revenue. Over recent periods the company has seen revenue move between US$848 million and US$1.3 billion per quarter while EPS has swung from a profit of US$0.47 to losses of more than US$5 per share, setting a wide range for earnings outcomes that keeps the focus firmly on...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products Expands Footprint With Targeted Insulation Acquisitions

Installed Building Products (NYSE:IBP) has acquired Thermo-Tech Mechanical Insulation, Biomax Spray Foam Insulation, and CKV Finished Products LLC. The transactions expand IBP's national footprint and broaden its mix across mechanical insulation, spray foam, and finishing services. These moves add to IBP's presence in both residential and commercial construction markets and increase operational diversification. Installed Building Products, listed on the NYSE under the ticker IBP, focuses on...
NYSE:NRP
NYSE:NRPOil and Gas

Natural Resource Partners Nears Debt Freedom With Carbon Upside For Distributions

Natural Resource Partners (NYSE:NRP) is close to becoming debt-free, following a period of strong free cash flow generation. The company has indicated that eliminating permanent debt could open the door to higher distributions to unitholders. NRP also holds a large portfolio of unleased carbon sequestration pore space that could offer additional long term growth options beyond its coal and royalty operations. Natural Resource Partners, trading at around $114.5, has posted very large 5 year...
NasdaqGM:MPB
NasdaqGM:MPBBanks

February 2026's Highlighted Stocks Estimated Below Intrinsic Value

As February 2026 begins, U.S. stock markets have shown strong momentum with major indices like the Dow Jones and S&P 500 posting significant gains, reflecting a positive start to the month despite recent economic uncertainties such as government shutdowns and trade negotiations. In this environment of fluctuating market conditions, identifying stocks that are potentially undervalued can offer investors opportunities to capitalize on discrepancies between market prices and intrinsic values.
NYSE:MNTN
NYSE:MNTNMedia

3 Growth Stocks With High Insider Ownership And Up To 66% Earnings Growth

As the U.S. stock market begins February on a strong note, with major indexes like the Dow Jones and S&P 500 posting significant gains, investors are paying close attention to growth stocks that offer robust potential. In this environment, companies with high insider ownership often stand out as attractive opportunities due to their alignment of interests between management and shareholders, particularly when they demonstrate impressive earnings growth.
NYSE:IDT
NYSE:IDTTelecom

Discovering US Market Undiscovered Gems in February 2026

As February 2026 unfolds, the U.S. stock market is experiencing a robust start with major indices like the Dow Jones Industrial Average and S&P 500 climbing significantly higher, driven by positive economic indicators such as an unexpected expansion in manufacturing activity. Amidst this optimistic backdrop, investors are keenly searching for overlooked opportunities within the small-cap sector, where undiscovered gems can offer substantial growth potential when aligned with strong...
NasdaqGS:OZK
NasdaqGS:OZKBanks

February 2026's Top Dividend Stocks To Consider

As February 2026 begins, the U.S. stock market has shown robust growth with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains, driven by positive developments such as a new trade deal with India and expanding manufacturing activity. In this dynamic environment, dividend stocks can offer investors a blend of income stability and potential capital appreciation, making them an attractive consideration for those looking to navigate the current economic...
NasdaqGS:LOPE
NasdaqGS:LOPEConsumer Services

Monument Capital Exit Tests Views On Grand Canyon Education Legal Risks

Monument Capital Management has fully exited its position in Grand Canyon Education, Inc. (NasdaqGS:LOPE). The complete divestment follows recent company updates that include higher litigation reserves tied to ongoing lawsuits. The move removes one institutional holder from the shareholder base and may influence how some investors view the stock. Grand Canyon Education provides education services, supporting university partners with technology, academic services, and operations. The company...