Rajputana Biodiesel Limited, in a recent update, has announced that its subsidiary, Nirvaanraj Energy Private Limited, has received Letters of Intent from Bharat Petroleum Corporation Limited (BPCL) to supply biodiesel. The estimated order value for this supply is approximately Rs. 30 Crores. The supply period for this order is from April 2025 to July 2025.

India saw a rise of over 162,800 active companies in FY25, driven by the industrial and services sectors. Services accounted for two-thirds of new registrations, while industrials attracted 82% of paid-up capital, totaling ₹3.36 trillion. Maharashtra led with the highest number of active companies, while over 26,000 inactive firms face removal from the registry.

RBI Governor Sanjay Malhotra warned of risks in India's call money market due to dwindling liquidity, potentially hindering monetary policy transmission. He highlighted asymmetries between money market rates and urged banks to ensure seamless transmission of liquidity measures. Surplus liquidity averaged 1.7 trillion rupees daily this month, reversing a four-month deficit.

India’s pharmaceutical exports reached a record $30.47 billion in FY25, a 9% increase from FY24, with a 31.21% year-on-year surge in March to $3.68 billion. The US remained a key market, growing 14.29% to $8.95 billion. Exports rose despite geopolitical tensions and economic challenges, with the US, UK, Brazil, France, and South Africa being top destinations.

China increased government spending by 5.6% year-on-year in the first quarter, reaching 9.26 trillion yuan, the fastest growth since 2022. This surge aims to support the economy amid intensifying US trade tensions, weak consumer sentiment, and a housing downturn. The fiscal push, 22% of the annual plan, highlights efforts to offset export declines and domestic economic challenges.

The Reserve Bank of India's ₹40,000 crore OMO auction drew ₹81,015 crore in bids, with strong demand for longer-tenure bonds. The rupee rose to 85.48 against the dollar, supported by positive data and a softer dollar index. Kotak and Nippon launched new index funds targeting diverse market strategies. The stock market surged, with Nifty 50 gaining 1,450 points and Sensex rising nearly 1,700 point.

Manish Jaiswal aims to build a Rs1.5 crore retirement corpus in 15 years with a Rs11,000 SIP, planning to add Rs10,000 more. Financial advisor Nisreen Mamaji suggests diversifying the additional Rs19,000 SIP into specific funds, projecting a potential Rs1.65 crore in 15 years at 13% CAGR. Increasing SIP by Rs6,000 could target Rs2 crore. She advises continuing SIPs through market volatility.

Reasons ENTG is Risky and 1 Stock to Buy Instead: Entegris (ENTG) stock has fallen 33.2% in six months to $69. It faces risks from flat revenue, a 4.8% operating margin decline to 16.5%, and a 7.2% drop in free cash flow margin to 9.8%. With a P/E of 19x, better investment opportunities exist elsewhere.

Global asset managers like KKR and I Squared Capital are bidding for PAL Cooling Holding, owned by Abu Dhabi’s Multiply Group, in a potential $1 billion deal. Other suitors include Investcorp, CVC with Tabreed, and TAQA. The interest highlights private equity’s growing focus on Gulf investments amid regional economic diversification efforts.

The Q4 earnings for outpatient and specialty care stocks, with Encompass Health (EHC) reporting a 12.7% revenue increase, beating estimates. LifeStance Health (LFST) saw 16% growth, while agilon health (AGL) had the weakest guidance despite 44.2% revenue growth. The industry faces tailwinds from aging populations and value-based care but also challenges like reimbursement cuts and labor shortages.

Sify Technologies reported a net loss of Rs 57.8 crore for the March 2025 quarter, down from a Rs 8.9 crore profit last year. Annual net loss was Rs 78.5 crore, compared to a Rs 16.8 crore profit previously. Revenue rose to Rs 969.9 crore for the quarter and Rs 3,988.6 crore for the year. Fibre nodes increased 10% to 1,137.

HDFC Bank announced its January-March quarter results for fiscal 2024-25 (Q4FY25) on Saturday, April 19. HDFC Bank reported a 6.7% rise in standalone net profit at ₹17,616 crore for Q4FY25, up from ₹15,976 crore in the same period last year. Net interest income (NII) increased 10% to ₹30,110 crore compared to ₹27,390 crore in the year-ago quarter.

Teradyne's stock has fallen 42.9% since October 2024 to $71.96 per share. The company faces three key challenges: sluggish 4.2% annualized revenue growth over five years, a shrinking operating margin of 8.7 percentage points, and a 5.1 percentage point decline in free cash flow margin. Despite the lower price, analysts recommend exploring alternative investments.

Renewable energy stocks had mixed Q4 earnings, with revenues missing estimates by 4.6% and average stock prices dropping 24.3%. American Superconductor (AMSC) reported a 56% revenue increase, beating estimates, while Bloom Energy (BE) saw 60.4% growth. TPI Composites (TPIC) underperformed, missing estimates and falling sharply. The sector faces economic cycle and regulatory challenges.

Rajputana Biodiesel Limited, in a recent update, has announced that its subsidiary, Nirvaanraj Energy Private Limited, has received Letters of Intent from Bharat Petroleum Corporation Limited (BPCL) to supply biodiesel. The estimated order value for this supply is approximately Rs. 30 Crores. The supply period for this order is from April 2025 to July 2025.

India saw a rise of over 162,800 active companies in FY25, driven by the industrial and services sectors. Services accounted for two-thirds of new registrations, while industrials attracted 82% of paid-up capital, totaling ₹3.36 trillion. Maharashtra led with the highest number of active companies, while over 26,000 inactive firms face removal from the registry.

RBI Governor Sanjay Malhotra warned of risks in India's call money market due to dwindling liquidity, potentially hindering monetary policy transmission. He highlighted asymmetries between money market rates and urged banks to ensure seamless transmission of liquidity measures. Surplus liquidity averaged 1.7 trillion rupees daily this month, reversing a four-month deficit.

India’s pharmaceutical exports reached a record $30.47 billion in FY25, a 9% increase from FY24, with a 31.21% year-on-year surge in March to $3.68 billion. The US remained a key market, growing 14.29% to $8.95 billion. Exports rose despite geopolitical tensions and economic challenges, with the US, UK, Brazil, France, and South Africa being top destinations.

China increased government spending by 5.6% year-on-year in the first quarter, reaching 9.26 trillion yuan, the fastest growth since 2022. This surge aims to support the economy amid intensifying US trade tensions, weak consumer sentiment, and a housing downturn. The fiscal push, 22% of the annual plan, highlights efforts to offset export declines and domestic economic challenges.

The Reserve Bank of India's ₹40,000 crore OMO auction drew ₹81,015 crore in bids, with strong demand for longer-tenure bonds. The rupee rose to 85.48 against the dollar, supported by positive data and a softer dollar index. Kotak and Nippon launched new index funds targeting diverse market strategies. The stock market surged, with Nifty 50 gaining 1,450 points and Sensex rising nearly 1,700 point.

Manish Jaiswal aims to build a Rs1.5 crore retirement corpus in 15 years with a Rs11,000 SIP, planning to add Rs10,000 more. Financial advisor Nisreen Mamaji suggests diversifying the additional Rs19,000 SIP into specific funds, projecting a potential Rs1.65 crore in 15 years at 13% CAGR. Increasing SIP by Rs6,000 could target Rs2 crore. She advises continuing SIPs through market volatility.

Reasons ENTG is Risky and 1 Stock to Buy Instead: Entegris (ENTG) stock has fallen 33.2% in six months to $69. It faces risks from flat revenue, a 4.8% operating margin decline to 16.5%, and a 7.2% drop in free cash flow margin to 9.8%. With a P/E of 19x, better investment opportunities exist elsewhere.

Global asset managers like KKR and I Squared Capital are bidding for PAL Cooling Holding, owned by Abu Dhabi’s Multiply Group, in a potential $1 billion deal. Other suitors include Investcorp, CVC with Tabreed, and TAQA. The interest highlights private equity’s growing focus on Gulf investments amid regional economic diversification efforts.

The Q4 earnings for outpatient and specialty care stocks, with Encompass Health (EHC) reporting a 12.7% revenue increase, beating estimates. LifeStance Health (LFST) saw 16% growth, while agilon health (AGL) had the weakest guidance despite 44.2% revenue growth. The industry faces tailwinds from aging populations and value-based care but also challenges like reimbursement cuts and labor shortages.

Sify Technologies reported a net loss of Rs 57.8 crore for the March 2025 quarter, down from a Rs 8.9 crore profit last year. Annual net loss was Rs 78.5 crore, compared to a Rs 16.8 crore profit previously. Revenue rose to Rs 969.9 crore for the quarter and Rs 3,988.6 crore for the year. Fibre nodes increased 10% to 1,137.

HDFC Bank announced its January-March quarter results for fiscal 2024-25 (Q4FY25) on Saturday, April 19. HDFC Bank reported a 6.7% rise in standalone net profit at ₹17,616 crore for Q4FY25, up from ₹15,976 crore in the same period last year. Net interest income (NII) increased 10% to ₹30,110 crore compared to ₹27,390 crore in the year-ago quarter.

Teradyne's stock has fallen 42.9% since October 2024 to $71.96 per share. The company faces three key challenges: sluggish 4.2% annualized revenue growth over five years, a shrinking operating margin of 8.7 percentage points, and a 5.1 percentage point decline in free cash flow margin. Despite the lower price, analysts recommend exploring alternative investments.

Renewable energy stocks had mixed Q4 earnings, with revenues missing estimates by 4.6% and average stock prices dropping 24.3%. American Superconductor (AMSC) reported a 56% revenue increase, beating estimates, while Bloom Energy (BE) saw 60.4% growth. TPI Composites (TPIC) underperformed, missing estimates and falling sharply. The sector faces economic cycle and regulatory challenges.

The Q4 earnings for personal care stocks showed mixed results, with Nature's Sunshine (NASDAQ:NATR) reporting an 8.5% revenue increase, beating estimates, while Coty (NYSE:COTY) underperformed with a 3.3% revenue drop. Olaplex (NASDAQ:OLPX) had the strongest analyst estimate beats, while Estée Lauder (NYSE:EL) and Inter Parfums (NASDAQ:IPAR) saw revenue declines.

Eternal's board has approved capping foreign ownership at 49.5% to qualify as an Indian-Owned-and-Controlled Company (IOCC), enabling Blinkit to hold inventory and improve margins. This status allows Blinkit to launch private labels and support small brands. Eternal's stock rose 4.4%, while Blinkit reported a 120% YoY increase in gross order value and expanded to 1,000 dark stores.

India’s defence exports surged from ₹600 crore in 2014 to ₹24,000 crore today, with a target of ₹50,000 crore by 2029-30, said Defence Minister Rajnath Singh. The Centre aims to boost indigenous manufacturing, having notified a list of defence items for local production. Current defence production is ₹1.60 lakh crore, with a goal of ₹3 lakh crore.

The Q4 earnings review of the data & business process services sector highlights CSG (CSGS) as the top performer, with a 6.5% year-over-year revenue increase and strong EPS beats. CoStar (CSGP) also outperformed, while Dun & Bradstreet (DNB) underperformed with a revenue miss. The sector saw mixed results overall, with average stock prices down 9.3% post-earnings.

Stocks to buy: The Nifty 50 gained 414 points, closing at 23,851, while the BSE Sensex rose 1508 points to 78,553. Mehul Kothari of Anand Rathi suggested buying Yes Bank (₹18 target: ₹19.80), NFL (₹85 target: ₹89), and Trident (₹27 target: ₹28.50) under ₹100, citing technical strengths and potential upside.

YES Bank reported a standalone net profit of Rs 738.12 crore for Q4 FY25, up 63.7% year-over-year, driven by higher interest income, reduced provisions, and improved asset quality. Gross NPAs fell to 1.6% from 1.7%, with net NPAs at 0.3%. Total income rose to Rs 9,355.4 crore, with shares closing 1.1% higher at Rs 18 on BSE.

Defense contractors' Q4 earnings showed mixed results, with revenues beating estimates by 2.6%. KBR reported $2.12 billion, up 22.7%, while Mercury Systems had the largest estimate beat at 23.9%. AeroVironment underperformed, missing estimates by 10.9%. Shares of KBR were flat, Mercury rose 13.9%, and AeroVironment gained 4.5% despite weak results.

Movado (NYSE:MOV) reported Q4 revenues of $174.7 million, a 1.9% year-over-year increase, but missed analyst estimates by 3.8%. Despite this, the stock rose 2.7% post-earnings. The broader apparel and accessories sector saw revenues beat estimates by 2.1%, though share prices fell 16.5% on average. Movado is focusing on cost reductions and aligning marketing spend with sales growth.

In Q4, life sciences tools and services stocks saw mixed results. As a group, revenues beat estimates by 1.1%, but shares fell 29.1% on average. Illumina reported flat revenue but exceeded expectations, while Bio-Techne led with a 9% increase. PacBio underperformed, with revenues down 32.8% and missing estimates.

The Federal Reserve and Office of the Comptroller of the Currency approved Capital One’s $35.3 billion acquisition of Discover, despite fining Discover $100 million for overcharging interchange fees. The merger, the largest banking deal in six years, will create the largest U.S. credit card issuer with $660 billion in assets.

Traditional media and publishing stocks faced Q4 challenges, with revenues missing estimates by 2.4% and next quarter’s guidance 0.7% below. Sinclair (NASDAQ:SBGI) reported $1.00 billion in revenue, up 21.5% year-over-year, beating EPS estimates. Despite strong performance, its stock fell 2.3%. Other notable performers included EchoStar (NASDAQ:SATS) with a significant EPS beat.

Olaplex led personal care stocks with a strong Q4, reporting $100.7M revenue, beating estimates by 14.4%. Despite a 9.8% YoY decline, the company exceeded EPS and EBITDA expectations. CEO Amanda Baldwin expressed confidence in 2024 strategies. The sector saw revenue beats but lower next-quarter guidance, with stocks declining post-earnings, including Olaplex down 10.9% to $1.22.

India's economy is stabilizing, with GDP growth potentially reaching 6%+ supported by lower interest rates and RBI liquidity measures. Inflation remains controlled, aiding policymakers. Equity markets show solid earnings growth, especially in FY27, with valuations normalizing in financials, consumer goods, and oil & gas sectors, offering selective investment opportunities.

The Indian stock market surged for four consecutive days, driven by Trump’s 90-day tariff pause and positive global cues. The Nifty 50 index rose 1,450 points, while the Sensex gained nearly 1,700 points. Key factors included hopes of Indo-US and India-China trade deals, economic reforms, foreign fund inflows, and a normal monsoon forecast, boosting investor sentiment.

Vertical software stocks outperformed in Q4, with revenues beating estimates by 3.3%, though shares dropped 17.8% on average. Olo reported a 20.7% revenue increase, exceeding expectations, yet its stock fell 8.1%. Upstart led with 56.1% growth and a 20.1% estimate beat, but its stock plunged 39%. PTC underperformed with slower growth and missed guidance.

SoundHound AI (NASDAQ:SOUN) led Q4 earnings in the automation software sector with a 101% year-over-year revenue increase to $34.54 million, beating estimates. Microsoft (NASDAQ:MSFT) grew 12.3% to $69.63 billion, narrowly topping expectations. UiPath (NYSE:PATH) underperformed with 4.5% growth and missed billings estimates.

Rajputana Biodiesel Limited, in a recent update, has announced that its subsidiary, Nirvaanraj Energy Private Limited, has received Letters of Intent from Bharat Petroleum Corporation Limited (BPCL) to supply biodiesel. The estimated order value for this supply is approximately Rs. 30 Crores. The supply period for this order is from April 2025 to July 2025.

India saw a rise of over 162,800 active companies in FY25, driven by the industrial and services sectors. Services accounted for two-thirds of new registrations, while industrials attracted 82% of paid-up capital, totaling ₹3.36 trillion. Maharashtra led with the highest number of active companies, while over 26,000 inactive firms face removal from the registry.

RBI Governor Sanjay Malhotra warned of risks in India's call money market due to dwindling liquidity, potentially hindering monetary policy transmission. He highlighted asymmetries between money market rates and urged banks to ensure seamless transmission of liquidity measures. Surplus liquidity averaged 1.7 trillion rupees daily this month, reversing a four-month deficit.

India’s pharmaceutical exports reached a record $30.47 billion in FY25, a 9% increase from FY24, with a 31.21% year-on-year surge in March to $3.68 billion. The US remained a key market, growing 14.29% to $8.95 billion. Exports rose despite geopolitical tensions and economic challenges, with the US, UK, Brazil, France, and South Africa being top destinations.

China increased government spending by 5.6% year-on-year in the first quarter, reaching 9.26 trillion yuan, the fastest growth since 2022. This surge aims to support the economy amid intensifying US trade tensions, weak consumer sentiment, and a housing downturn. The fiscal push, 22% of the annual plan, highlights efforts to offset export declines and domestic economic challenges.

The Reserve Bank of India's ₹40,000 crore OMO auction drew ₹81,015 crore in bids, with strong demand for longer-tenure bonds. The rupee rose to 85.48 against the dollar, supported by positive data and a softer dollar index. Kotak and Nippon launched new index funds targeting diverse market strategies. The stock market surged, with Nifty 50 gaining 1,450 points and Sensex rising nearly 1,700 point.

Manish Jaiswal aims to build a Rs1.5 crore retirement corpus in 15 years with a Rs11,000 SIP, planning to add Rs10,000 more. Financial advisor Nisreen Mamaji suggests diversifying the additional Rs19,000 SIP into specific funds, projecting a potential Rs1.65 crore in 15 years at 13% CAGR. Increasing SIP by Rs6,000 could target Rs2 crore. She advises continuing SIPs through market volatility.

Reasons ENTG is Risky and 1 Stock to Buy Instead: Entegris (ENTG) stock has fallen 33.2% in six months to $69. It faces risks from flat revenue, a 4.8% operating margin decline to 16.5%, and a 7.2% drop in free cash flow margin to 9.8%. With a P/E of 19x, better investment opportunities exist elsewhere.

Global asset managers like KKR and I Squared Capital are bidding for PAL Cooling Holding, owned by Abu Dhabi’s Multiply Group, in a potential $1 billion deal. Other suitors include Investcorp, CVC with Tabreed, and TAQA. The interest highlights private equity’s growing focus on Gulf investments amid regional economic diversification efforts.

The Q4 earnings for outpatient and specialty care stocks, with Encompass Health (EHC) reporting a 12.7% revenue increase, beating estimates. LifeStance Health (LFST) saw 16% growth, while agilon health (AGL) had the weakest guidance despite 44.2% revenue growth. The industry faces tailwinds from aging populations and value-based care but also challenges like reimbursement cuts and labor shortages.

Sify Technologies reported a net loss of Rs 57.8 crore for the March 2025 quarter, down from a Rs 8.9 crore profit last year. Annual net loss was Rs 78.5 crore, compared to a Rs 16.8 crore profit previously. Revenue rose to Rs 969.9 crore for the quarter and Rs 3,988.6 crore for the year. Fibre nodes increased 10% to 1,137.

HDFC Bank announced its January-March quarter results for fiscal 2024-25 (Q4FY25) on Saturday, April 19. HDFC Bank reported a 6.7% rise in standalone net profit at ₹17,616 crore for Q4FY25, up from ₹15,976 crore in the same period last year. Net interest income (NII) increased 10% to ₹30,110 crore compared to ₹27,390 crore in the year-ago quarter.

Teradyne's stock has fallen 42.9% since October 2024 to $71.96 per share. The company faces three key challenges: sluggish 4.2% annualized revenue growth over five years, a shrinking operating margin of 8.7 percentage points, and a 5.1 percentage point decline in free cash flow margin. Despite the lower price, analysts recommend exploring alternative investments.

Renewable energy stocks had mixed Q4 earnings, with revenues missing estimates by 4.6% and average stock prices dropping 24.3%. American Superconductor (AMSC) reported a 56% revenue increase, beating estimates, while Bloom Energy (BE) saw 60.4% growth. TPI Composites (TPIC) underperformed, missing estimates and falling sharply. The sector faces economic cycle and regulatory challenges.

The Q4 earnings for personal care stocks showed mixed results, with Nature's Sunshine (NASDAQ:NATR) reporting an 8.5% revenue increase, beating estimates, while Coty (NYSE:COTY) underperformed with a 3.3% revenue drop. Olaplex (NASDAQ:OLPX) had the strongest analyst estimate beats, while Estée Lauder (NYSE:EL) and Inter Parfums (NASDAQ:IPAR) saw revenue declines.

Eternal's board has approved capping foreign ownership at 49.5% to qualify as an Indian-Owned-and-Controlled Company (IOCC), enabling Blinkit to hold inventory and improve margins. This status allows Blinkit to launch private labels and support small brands. Eternal's stock rose 4.4%, while Blinkit reported a 120% YoY increase in gross order value and expanded to 1,000 dark stores.

India’s defence exports surged from ₹600 crore in 2014 to ₹24,000 crore today, with a target of ₹50,000 crore by 2029-30, said Defence Minister Rajnath Singh. The Centre aims to boost indigenous manufacturing, having notified a list of defence items for local production. Current defence production is ₹1.60 lakh crore, with a goal of ₹3 lakh crore.

The Q4 earnings review of the data & business process services sector highlights CSG (CSGS) as the top performer, with a 6.5% year-over-year revenue increase and strong EPS beats. CoStar (CSGP) also outperformed, while Dun & Bradstreet (DNB) underperformed with a revenue miss. The sector saw mixed results overall, with average stock prices down 9.3% post-earnings.

Stocks to buy: The Nifty 50 gained 414 points, closing at 23,851, while the BSE Sensex rose 1508 points to 78,553. Mehul Kothari of Anand Rathi suggested buying Yes Bank (₹18 target: ₹19.80), NFL (₹85 target: ₹89), and Trident (₹27 target: ₹28.50) under ₹100, citing technical strengths and potential upside.

YES Bank reported a standalone net profit of Rs 738.12 crore for Q4 FY25, up 63.7% year-over-year, driven by higher interest income, reduced provisions, and improved asset quality. Gross NPAs fell to 1.6% from 1.7%, with net NPAs at 0.3%. Total income rose to Rs 9,355.4 crore, with shares closing 1.1% higher at Rs 18 on BSE.

Defense contractors' Q4 earnings showed mixed results, with revenues beating estimates by 2.6%. KBR reported $2.12 billion, up 22.7%, while Mercury Systems had the largest estimate beat at 23.9%. AeroVironment underperformed, missing estimates by 10.9%. Shares of KBR were flat, Mercury rose 13.9%, and AeroVironment gained 4.5% despite weak results.

Movado (NYSE:MOV) reported Q4 revenues of $174.7 million, a 1.9% year-over-year increase, but missed analyst estimates by 3.8%. Despite this, the stock rose 2.7% post-earnings. The broader apparel and accessories sector saw revenues beat estimates by 2.1%, though share prices fell 16.5% on average. Movado is focusing on cost reductions and aligning marketing spend with sales growth.

In Q4, life sciences tools and services stocks saw mixed results. As a group, revenues beat estimates by 1.1%, but shares fell 29.1% on average. Illumina reported flat revenue but exceeded expectations, while Bio-Techne led with a 9% increase. PacBio underperformed, with revenues down 32.8% and missing estimates.

The Federal Reserve and Office of the Comptroller of the Currency approved Capital One’s $35.3 billion acquisition of Discover, despite fining Discover $100 million for overcharging interchange fees. The merger, the largest banking deal in six years, will create the largest U.S. credit card issuer with $660 billion in assets.

Traditional media and publishing stocks faced Q4 challenges, with revenues missing estimates by 2.4% and next quarter’s guidance 0.7% below. Sinclair (NASDAQ:SBGI) reported $1.00 billion in revenue, up 21.5% year-over-year, beating EPS estimates. Despite strong performance, its stock fell 2.3%. Other notable performers included EchoStar (NASDAQ:SATS) with a significant EPS beat.

Olaplex led personal care stocks with a strong Q4, reporting $100.7M revenue, beating estimates by 14.4%. Despite a 9.8% YoY decline, the company exceeded EPS and EBITDA expectations. CEO Amanda Baldwin expressed confidence in 2024 strategies. The sector saw revenue beats but lower next-quarter guidance, with stocks declining post-earnings, including Olaplex down 10.9% to $1.22.

India's economy is stabilizing, with GDP growth potentially reaching 6%+ supported by lower interest rates and RBI liquidity measures. Inflation remains controlled, aiding policymakers. Equity markets show solid earnings growth, especially in FY27, with valuations normalizing in financials, consumer goods, and oil & gas sectors, offering selective investment opportunities.

The Indian stock market surged for four consecutive days, driven by Trump’s 90-day tariff pause and positive global cues. The Nifty 50 index rose 1,450 points, while the Sensex gained nearly 1,700 points. Key factors included hopes of Indo-US and India-China trade deals, economic reforms, foreign fund inflows, and a normal monsoon forecast, boosting investor sentiment.

Vertical software stocks outperformed in Q4, with revenues beating estimates by 3.3%, though shares dropped 17.8% on average. Olo reported a 20.7% revenue increase, exceeding expectations, yet its stock fell 8.1%. Upstart led with 56.1% growth and a 20.1% estimate beat, but its stock plunged 39%. PTC underperformed with slower growth and missed guidance.

SoundHound AI (NASDAQ:SOUN) led Q4 earnings in the automation software sector with a 101% year-over-year revenue increase to $34.54 million, beating estimates. Microsoft (NASDAQ:MSFT) grew 12.3% to $69.63 billion, narrowly topping expectations. UiPath (NYSE:PATH) underperformed with 4.5% growth and missed billings estimates.