U.S. Software Stock News

Alamo Group (NYSE:ALG) is experiencing ongoing revenue and earnings declines tied to persistently high production costs. These elevated costs are compressing the company’s gross margin and weighing on overall financial performance. The trend has continued over multiple years, raising fresh questions about operational efficiency and long term profitability. Alamo Group, trading at around $209.2, is coming under closer scrutiny as its revenue and earnings move lower while production costs...

Diversified Energy Company recently completed a US$200,000,000 tap-on issuance of its 9.75% senior secured bonds due 2029 through subsidiary Diversified Gas & Oil Corporation in the Nordic bond market, increasing the total size of this bond series to US$500,000,000 and securing them against key U.S. assets and intercompany loans. The new bonds come with leverage, asset coverage, equity and liquidity covenants that tighten financial discipline and could meaningfully shape Diversified’s...

In early February 2026, Everest Group, Ltd. reported fourth-quarter 2025 results showing revenue of US$4,424 million versus US$4,636 million a year earlier, while net income improved to US$446 million from a net loss of US$593 million, and full-year 2025 earnings and revenue both rose modestly year on year. Management linked the weaker-than-expected quarter to the divestiture of its commercial retail business and intentional reductions in U.S. casualty lines, underscoring a clear emphasis on...

Fortune Brands Innovations, Inc. has reported past fourth-quarter 2025 results showing sales of US$1,077.5 million and net income of US$76.4 million, both lower than the same period a year earlier, with diluted earnings per share from continuing operations easing to US$0.63 from US$0.84. Alongside this softer quarter, the company’s Fiberon unit is preparing to showcase its Novus fused decking technology, highlighting Fortune Brands’ push toward higher-end, sustainable and innovation-focused...

If you are wondering whether Ligand Pharmaceuticals at around US$181.65 is still offering value or has already run too far, you are not alone. The stock has seen a 59.4% return over the past year and 154.1% over three years, even though the last week and month showed 5.2% and 3.8% declines and year to date it is down 4.5%. Recent coverage has focused on Ligand's role as a platform company in pharmaceuticals and biotech partnerships, with attention on how its portfolio of royalty streams and...

Netskope recently announced Netskope One Data Lineage, a new capability designed to give enterprises granular visibility into how data is created, moves, and is used across their environments to support AI governance, compliance, and security objectives. The launch of Data Lineage, which extends Netskope One with provenance tracking, insider risk insights, and persistent data-aware policy controls, underscores how data governance and AI safety are becoming central requirements for cloud...

Ridgepost Capital (RPC) has just posted its FY 2025 numbers with Q3 total revenue at US$75.9 million and basic EPS of US$0.02, while trailing twelve month revenue stands at US$301.3 million and EPS at US$0.14, as investors weigh these against a mixed earnings backdrop affected by a one off US$33.1 million loss. Over recent quarters, revenue has moved from US$71.1 million in Q2 2024 to US$75.9 million in Q3 2025, while quarterly EPS shifted from US$0.06 to US$0.02. This sets the stage for a...

Plains GP Holdings, L.P. has reported past fourth-quarter 2025 results showing sales of US$10,565 million and net income of US$62 million, alongside full-year 2025 sales of US$44,262 million and net income of US$260 million. Despite lower sales than the prior year, the company moved from a net loss to a profit and lifted earnings per share for both the quarter and full year, pointing to stronger profitability and cost control. We’ll now examine how this improved profitability despite softer...

MPLX LP recently completed two fixed-rate senior unsecured note offerings totaling about US$1.49 billion, issuing 5.3% notes due 2036 and 6.1% notes due 2056 at slight discounts, supported by a syndicate of co-lead underwriters including BofA Securities, Mizuho, TD Securities, and Wells Fargo. By pairing long-dated fixed-income issuance with fresh shelf registration documents and supplemental indentures, MPLX is locking in diversified debt funding that can underpin its pipeline and...

Aehr Test Systems recently announced an initial production purchase order from its lead hyperscale data center customer for multiple Sonoma ultra-high-power package-level test and burn-in systems to support next-generation AI processors, with deliveries scheduled to begin in summer 2026. This early production win places Aehr directly in the critical reliability-testing step for high-performance AI accelerators, potentially making its systems an integral part of large-scale data center chip...

If you are wondering whether Vital Farms at around US$27.71 is priced attractively today, the key question is whether the current share price lines up with the underlying business value. The stock has been choppy, with a 5.8% gain over the last 7 days, a 9.4% decline over 30 days, a 7.1% decline year to date, a 21.8% decline over 1 year, but an 82.4% return over 3 years and a 2.7% decline over 5 years. Recent news coverage has focused on Vital Farms' position in the pasture raised egg and...

In early February 2026, Garmin acquired two adjacent hangars and office space totaling about 75,000 square feet at Mesa Gateway Airport in Arizona, expanding its capacity for aircraft certification and flight test operations alongside existing centers in Kansas and Oregon. This move deepens Garmin’s long-standing Phoenix-area aviation and engineering footprint, positioning the company to recruit specialized talent and accelerate aircraft airworthiness and flight test work near key aerospace...

If you are wondering whether Federal Realty Investment Trust is priced attractively right now, it helps to step back and look at what the current share price might already be factoring in. The stock recently closed at US$104.75, with returns of 2.6% over the past 30 days and 5.8% year to date, while the 1 year return sits at a 2.0% decline and the 5 year return at 28.0%. Recent attention on Federal Realty has centered on its position as a retail focused real estate investment trust and how...

In early February 2026, Haemonetics Corporation reported third-quarter fiscal 2026 results showing lower sales of US$338.97 million year over year but higher net income of US$44.74 million, and issued guidance calling for first-quarter 2026 revenue of US$300 million–US$310 million and full-year 2026 revenue of US$1.22 billion–US$1.26 billion. Management highlighted continuing weakness in Interventional Technologies against resilient plasma and blood management performance, while confirming...

Marsh & McLennan Companies (NYSE:MRSH) has appointed Michael Lewis as President of Marsh Risk Canada, signaling a refreshed leadership approach in that market. In the UK, Lisa Quest will serve as Marsh UK CEO while continuing in her Oliver Wyman role, consolidating responsibilities across the group. Marsh McLennan Agency Private Client Services is adopting ZestyAI risk analytics to better assess catastrophe exposure for high net worth property clients. For investors tracking NYSE:MRSH,...

VNET Group (VNET) is back in focus after Jefferies reiterated its positive view, describing the company as a key AI data center play in China and highlighting new power capacity along with potential large hyperscaler contracts. See our latest analysis for VNET Group. The latest Jefferies commentary has landed on a stock that already has strong momentum, with VNET’s 7 day share price return of 38.64% and 90 day share price return of 59.43% sitting alongside a 3 year total shareholder return of...

Freeport-McMoRan (FCX) is back in the spotlight after analysts raised earnings estimates and upgraded their views. The stock still trades at a discount to peers, drawing fresh attention from investors. See our latest analysis for Freeport-McMoRan. Recent trading reflects that shifting sentiment. Despite a 5.22% one day share price decline to US$62.04, Freeport-McMoRan still posts a 54.48% 90 day share price return and a 56.40% one year total shareholder return. This indicates that momentum...

Conduent (CNDT) has just posted its FY 2025 third quarter numbers, with revenue of US$767 million and a net income loss of US$48 million, translating to basic EPS of a US$0.31 loss. Over recent quarters the company has seen revenue move from US$828 million and EPS of US$1.09 in Q2 2024 to US$751 million and EPS of a US$0.33 loss in Q1 2025, before landing at US$767 million and EPS of a US$0.31 loss in Q3 2025. Trailing twelve month figures now sit at US$3.1 billion of revenue and an EPS loss...

Why Phillips 66 (PSX) is on investors’ radar Phillips 66 (PSX) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but stronger performance over the past month and past 3 months. See our latest analysis for Phillips 66. The recent 1 day share price decline of 3.24% to US$156.26 sits against a stronger trend, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 29.14%. Together these figures suggest momentum...

Rivian Automotive (NasdaqGS:RIVN) has agreed to a proposed $250 million settlement of a securities class action lawsuit. The case concerns investors who bought Rivian stock in the period following its IPO. The proposed settlement is subject to court approval, with a hearing scheduled for May 2026. Rivian Automotive, trading at around $14.0, has seen mixed share price performance, with a 2.0% return over the past week and a 25.7% decline over the past month. Year to date, the stock shows a...

ServiceNow (NYSE:NOW) and consulting firm Kearney announced a new AI partnership to help enterprises automate and redesign core business processes using the ServiceNow AI Platform. Bearing introduced a physical security operations solution built directly on ServiceNow, expanding the platform into security operations for physical sites. These announcements highlight new AI driven workflow and security use cases for ServiceNow across large organizations. For investors watching how large...

StoneX Group reported record activity in listed derivatives and precious metals trading, supported by its global logistics network and business structure. The company is progressing with the integration of R.J. O'Brien, following the acquisition, and is pushing into new commercial and environmental markets. These operational shifts are reshaping how StoneX Group, NasdaqGS:SNEX, competes across trading and risk management services. For investors watching NasdaqGS:SNEX, the operational news...

CareTrust REIT (CTRE) drew investor attention after reporting fourth quarter and full year results that exceeded revenue expectations, alongside higher funds from operations and fresh guidance for 2026. See our latest analysis for CareTrust REIT. The recent update on higher funds from operations and 2026 guidance comes after a strong run in the shares, with a 30 day share price return of 7.44% and a 1 year total shareholder return of 57.78%. This suggests momentum has been building rather...

Amgen recently reported that the European Commission approved UPLIZNA (inebilizumab) as an add-on therapy for adults with generalized myasthenia gravis who are anti-acetylcholine receptor or anti-muscle specific tyrosine kinase antibody positive, expanding the drug’s use alongside its prior approvals in neuromyelitis optica spectrum disorder and immunoglobulin G4-related disease. This decision strengthens Amgen’s presence in rare autoimmune conditions, adding a twice-yearly maintenance...