U.S. Software Stock News

DraftKings (DKNG) closed out FY 2025 with Q4 revenue of US$1.99b and basic EPS of US$0.28, while trailing twelve month EPS edged into positive territory at US$0.01 on revenue of US$6.05b. This helped set the tone for a results season where profitability is firmly in focus. The company has seen quarterly revenue move from US$1.39b in Q4 2024 to US$1.99b in Q4 2025, with basic EPS shifting from a loss of US$0.28 per share to earnings of US$0.28 per share over the same period. This puts the...

Airbnb reported fourth-quarter 2025 results on 12 February 2026, with revenue rising to US$2.78 billion from US$2.48 billion a year earlier, while quarterly net income eased to US$341 million and full-year profit slipped slightly to US$2.51 billion despite higher annual sales of US$12.24 billion. The company coupled this revenue beat and modest profit pullback with upbeat guidance, fresh AI and hotel-partner initiatives, and recent share repurchases totaling about US$7.10 billion across two...

Archer Aviation stock overview Archer Aviation (ACHR) has seen mixed recent performance, with the share price roughly flat over the past day, weaker over the past week and month, and negative over the past 3 months and year to date. See our latest analysis for Archer Aviation. At a share price of US$6.77, Archer Aviation has seen recent momentum fade, with a 30 day share price return of a 24% decline and a 1 year total shareholder return of a 35% decline, contrasting with a very large 3 year...

Global Ship Lease, Inc. recently declared a quarterly dividend of US$0.625 per Class A common share for the fourth quarter of 2025, payable on March 6, 2026 to shareholders of record on February 24, 2026. This announcement highlights the company’s use of its US$1.92 billions contracted revenue base and long-term charter coverage to return cash to shareholders. We’ll now examine how this latest dividend declaration, underpinned by long-term fixed-rate charters, may influence Global Ship...

In early February 2026, National Bank Holdings Corporation completed a US$150,000,000 fixed‑to‑floating rate subordinated unsecured notes offering due 2036, upsized from US$100,000,000 and priced at 100% with a 1.25% discount per security, intended to qualify as Tier 2 capital. The strong institutional demand for these callable, subordinated, unsecured variable‑rate notes underscores lenders’ willingness to fund the bank’s capital structure over the long term. We’ll now examine how this...

In recent days, Hawaiian Electric Industries has drawn heightened attention as one of the most heavily shorted utilities, amid concerns over its high leverage, declining operating cash flow, and a low Altman Z-Score that collectively point to elevated financial risk. This combination of intense short interest and mixed analyst ratings has sharpened the focus on the company’s balance-sheet resilience and long-term financial flexibility. Next, we’ll examine how this surge in short interest and...

Corsair Gaming, Inc. reported its fourth-quarter and full-year 2025 results on 12 February 2026, with Q4 sales of US$436.86 million and net income of US$25.79 million, alongside its first-ever US$50 million share repurchase authorization. While full-year 2025 still showed a net loss of US$16.16 million, the sharp improvement from the prior year and initiation of buybacks highlight a focus on profitability and capital returns. Next, we'll examine how Corsair's strong Q4 profitability and...

Omnicell (OMCL) shares came into focus after its latest earnings, where revenue aligned with expectations but non-GAAP profitability fell short as the company increased spending on new products and customer experience initiatives. See our latest analysis for Omnicell. The latest earnings update and guidance come after a sharp 30 day share price decline of 27.75%, while a 1 year total shareholder return loss of 7.85% and a 5 year total shareholder return loss of 72.12% point to longer term...

In February 2026, MYR Group announced that it had released its fourth-quarter 2025 results on February 25 and held a conference call and webcast on February 26 to discuss performance across its Transmission & Distribution and Commercial & Industrial segments in the US and Canada. At the same time, the company’s flat project backlog over the past two years and margin pressure from higher production costs raised concerns about its ability to secure new long-term contracts and sustain returns...

Sun Communities, Inc. recently appointed Fernando Castro-Caratini as interim Executive Vice President, Secretary and Treasurer following the mutual departure of Mark E. Patten on February 4, 2026, while reaffirming its previously issued 2025 guidance. The return of Castro-Caratini, a former long-serving CFO with deep knowledge of Sun Communities’ finance function and capital markets activity, signals an emphasis on continuity and operational familiarity during the leadership...

Recent analyst upgrades for Coeur Mining, including bullish earnings revisions and new buy-rated coverage, have coincided with rising gold and silver prices and heightened attention on tight physical silver markets. This combination of stronger analyst conviction and metal price momentum has sharpened the focus on Coeur’s cash flow potential and exposure to silver supply-demand imbalances. We’ll now explore how this wave of optimistic analyst revisions and metals price strength interacts...

Credit Acceptance (CACC) just closed out FY 2025 with fourth quarter revenue of US$336.5 million and basic EPS of US$11.18, backed by trailing twelve month revenue of about US$1.2 billion and EPS of US$37.02. The company has seen quarterly revenue move from US$254.4 million in Q3 FY 2024 to US$336.5 million in Q4 FY 2025, while basic EPS stepped from US$6.42 to US$11.18 over the same stretch, framing a story in which improving profitability and a 34.2% trailing net margin shape how investors...

Viasat (NasdaqGS:VSAT) has partnered with Astralintu to supply advanced antennas for a new Equatorial Ground Station. The station is intended to extend Viasat’s Real-Time Earth ground network coverage across the Southern Caribbean, South America, and the Eastern Pacific. This move targets gaps in satellite connectivity and real-time data access for commercial and government users in underserved regions. For you as an investor, this partnership sits at the core of Viasat’s ground segment...

In February 2026, Bright Horizons Family Solutions reported fourth-quarter 2025 revenue of US$733.7 million and full-year revenue of US$2.93 billion, alongside full-year diluted EPS from continuing operations of US$3.36. While the company’s latest quarter and year showed higher sales and earnings, its new 2026 revenue guidance of US$3.08–3.13 billion came in below market expectations, highlighting a tension between recent execution and management’s more cautious outlook. Next, we’ll...

If you are wondering whether New Oriental Education & Technology Group's share price around US$58.70 reflects its real worth, you are not alone. This article focuses on what the numbers say about value. The stock has had mixed returns, with a 6.4% gain over the past month, a 6.4% decline over the last 7 days, and longer term moves including 7.0% over 1 year, 43.4% over 3 years, and a 68.9% decline over 5 years. These figures can change how investors view both potential and risk. Recent...

In February 2026, Zoetis Inc. reported fourth-quarter 2025 sales of US$2,387 million and net income of US$603 million, with full-year 2025 sales of US$9.47 billion and net income of US$2.67 billion, alongside confirming a US$0.53 per-share second-quarter 2026 dividend. The company also issued 2026 guidance calling for revenue of about US$9.83 billion to US$10.03 billion and reported diluted EPS of US$6.65 to US$6.75, highlighting expected contributions from international growth, new...

Earnings jump and index reshuffle put Arrowhead in focus Arrowhead Pharmaceuticals (ARWR) has drawn fresh attention after reporting first quarter results that moved from a year-ago loss to profitability, alongside a shift from the S&P 600 to the S&P 400 indices. See our latest analysis for Arrowhead Pharmaceuticals. At a share price of US$63.82, Arrowhead has seen a 59% 90 day share price return and a very large 1 year total shareholder return of 220%, suggesting momentum has built around the...

Why Axos Financial’s latest earnings are in focus Axos Financial (AX) is back on investors’ radar after reporting a quarter that beat revenue expectations by 12%, combined with strong net interest income, a solid margin, and a 23.3% jump in diluted EPS. See our latest analysis for Axos Financial. Axos Financial’s share price has climbed 28.68% over the past 90 days and delivered an 11.33% year to date share price return, while its 1 year total shareholder return sits at 38.99%. This...

Why ON Semiconductor is on investors’ radar ON Semiconductor (ON) has drawn attention after recent share price moves, with the stock at US$72.21 and returns over the past month and past 3 months ahead of its 1 year performance. See our latest analysis for ON Semiconductor. The recent 10.75% 7 day share price return and 19.69% 30 day share price return come on top of a 39.32% 1 year total shareholder return, although the 3 year total shareholder return is still negative at 11.79%. Overall,...

Boot Barn Holdings (NYSE:BOOT) has outlined an aggressive new store expansion plan. The company is targeting a long term goal of 1,200 locations across the United States. Management has highlighted strong unit economics for new stores and is aiming for sustained double digit annual unit growth. Boot Barn Holdings, which focuses on western and work related apparel, footwear, and accessories, is moving into a larger phase of its store rollout. For you as an investor, the shift from regional...

If you are trying to figure out whether Hinge Health at around US$38.94 is a bargain or already pricing in big expectations, you are in the right place. The stock has been volatile recently, with a 24.9% gain over the last 7 days, a 10.1% decline over 30 days, and a 14.5% decline year to date, which can shift how investors think about both risk and upside. Recent news coverage has focused on Hinge Health's position in digital musculoskeletal care and how investors are reacting to its growth...

Okta, Inc. recently expanded its relationship with the PGA of America to secure employees, golf professionals, and fans with AI-powered identity solutions, while also appointing Dan Mountstephen to lead its Asia Pacific and Japan operations and preparing in-country platform tenants in India for data residency-focused customers. Together, these moves highlight how Okta is tying identity security to high-profile partners and regional execution, while emphasizing AI-driven experiences and...

McDonald's (MCD) is back in focus after reporting fourth quarter 2025 results that topped expectations, with US comparable sales up 6.8% and global comparable sales up 5.7%. See our latest analysis for McDonald's. The fourth quarter beat lands against a backdrop of steady gains, with a 30 day share price return of 6.55% and a 5 year total shareholder return of 73.01%, suggesting momentum has been building rather than fading. If McDonald's strong quarter has you thinking about where else...

Context for Futu Holdings after recent performance Futu Holdings (NasdaqGM:FUTU) has drawn fresh attention after a month return of about a 15% decline and a past 3 months return of about a 13% decline, despite a 1 year total return of 20.44%. That mix of shorter term weakness and stronger multi year performance is prompting investors to reassess how its current share price around US$146.72 lines up with its earnings, revenue profile and overall value score of 6. See our latest analysis for...