U.S. Software Stock News

Lumentum Holdings (LITE) turned the corner this quarter, swinging to positive earnings after several years of declining profitability. Prior EPS dropped by 67.7% per year over the past five years. Analysts now expect earnings to accelerate 28.6% per year and revenue to climb 21.1% per year, both running well ahead of the broader US market. With high-quality earnings emerging, investors are weighing the strong projected growth against a premium valuation and ongoing concerns about Lumentum's...

Wondering if Core Natural Resources could be a hidden gem or just another overhyped stock? You are not alone in trying to figure out if its current price really matches its underlying value. The stock has seen dramatic ups and downs, including a recent decline of 12.2% over the past month and a year-to-date dip of 28.1%. However, the five-year return of 1698.3% is notable. Recent headlines have shed light on regulatory changes and shifting energy market dynamics, which have driven much of...

Curious if IREN stock is the real deal or just another name catching headlines? Here is what investors should know before considering an investment. IREN has seen its share price increase by 26.5% in the past week and 630.5% year-to-date, indicating strong momentum and changing viewpoints on risk and opportunity. Some of this significant growth is linked to positive developments in the cryptocurrency and tech sectors, with IREN often noted in industry coverage as benefiting from rising...

Fiverr International (FVRR) delivered a 54.3% jump in earnings over the past year, outpacing its 5-year annual average growth of 43.4%. Its net profit margin came in at 4.3%, up from 3.2% a year ago, signaling profitability continues to improve. With analyst forecasts predicting earnings growth of nearly 39.8% per year for the next three years, investors are weighing rapid profit expansion and margin gains against a slower 7% revenue growth rate and a recent one-off loss of $3.1 million. See...

Zeta Global Holdings (ZETA) is forecasting revenue growth at an annual rate of 15.5%, outpacing the broader US market's 10.4% forecast. Despite remaining unprofitable and confirming ongoing negative margins, the company has trimmed its losses by 13% annually over the past five years, giving investors some optimism as shares hold steady near $19.94. See our full analysis for Zeta Global Holdings. Next, we will compare these headline statistics with the most widely discussed narratives about...

Clover Health Investments (CLOV) is currently unprofitable, but the company has managed to cut its losses by 25.5% per year over the past five years. Revenue is forecast to grow at 14.9% per year, outpacing the broader US market’s 10.4% growth rate. Meanwhile, earnings are expected to surge at an impressive 77.48% per year, with profitability anticipated within three years. While the share price has experienced volatility in recent months, investors are weighing the mix of swift growth and...

Ashland (ASH) remains unprofitable, but over the last five years it has managed to cut its losses at an annual rate of 4.8%. Revenue is forecast to grow at 3.3% per year, trailing the broader US market’s estimated 10.5% growth. With the stock trading at $50.74, below at least one fair value estimate of $93.63, investors are focusing on valuation and the company’s efforts to narrow losses amid a slower top-line outlook and potential risks to its dividend profile. See our full analysis for...

Axalta Coating Systems recently reported third quarter 2025 results, delivering net income of US$110 million on sales of US$1.29 billion, both reflecting year-over-year changes, while also completing a significant share buyback program and issuing updated financial guidance for the year. The combined updates signal enhanced profitability and capital returns, with Axalta now forecasting full-year net sales to exceed US$5.1 billion and demonstrating disciplined use of capital through ongoing...

Tarsus Pharmaceuticals (TARS) remains unprofitable, with annual losses having deepened at a rate of 39.9% per year over the past five years and no improvement in net profit margins in the latest period. Looking forward, revenue is forecast to grow 20.8% per year, outpacing the broader US market’s 10.5% growth. Earnings are projected to surge 115.27% annually, positioning the company for a potential move to profitability within the next three years. Investors watching Tarsus are weighing these...

Benchmark Electronics (BHE) reported a net profit margin of 1.5%, marking a decline from 2.5% last year, and posted negative earnings growth for the latest period despite a five-year average annual earnings growth of 21.8%. Revenue growth is forecast at 4.9% annually, lagging the broader US market’s expected 10.5%. The company’s Price-To-Earnings ratio of 43.7x and share price of $46.70 both signal a hefty premium over peers. With margins coming under pressure and current growth trends weaker...

Barrett Business Services, Inc. recently reported its third-quarter 2025 results, with revenue rising to US$318.95 million and net income reaching US$20.62 million, alongside a new US$100 million share repurchase program and dividend continuation. An important insight is that growth was primarily fueled by the company’s professional employer services and new client additions, while management emphasized shareholder returns through both buybacks and dividends. We’ll examine how Barrett’s...

Curious about whether DuPont de Nemours offers fair value in today’s ever-changing market? You’re in the right place to dig deeper into what the numbers say about this well-known materials giant. The stock has seen some dramatic movement lately, with a sharp drop of over 51% in the last month but a solid gain of nearly 15% over the past year. This highlights both risks and longer-term gains for investors. Recent news stories have centered around leadership changes and ongoing portfolio...

Helios Technologies (HLIO) posted a 12.2% annual decline in earnings over the past five years, with net profit margin slipping to 4.2% in the most recent period from 4.6% a year earlier. The results for the twelve months to 27th September 2025 included a significant one-off loss of $31.1 million that shaped overall profitability. Looking ahead, the company is forecast to deliver annual earnings growth of 24% for the next three years, which is higher than the broader US market's expected rate...

Ouster (OUST) is forecasting revenue growth at 27.3% per year, considerably ahead of the US market’s average 10.4% pace. Despite this top-line momentum, the company remains unprofitable, with losses having increased at an average rate of 9.4% annually over the past five years and a continued expectation of no profits for at least the next three years. Investors will likely weigh the strong growth outlook against the persistent losses and lack of margin improvement, especially given that...

Apollo Commercial Real Estate Finance (ARI) has posted third quarter and nine-month results that turn last year’s losses into profits, catching the attention of investors looking for positive momentum in the sector. See our latest analysis for Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance’s return to profitability is building real momentum, with the stock delivering a total shareholder return of 21.17% over the last year. The recent swing back into the black...

Those following along with Everest Group, Ltd. ( NYSE:EG ) will no doubt be intrigued by the recent purchase of shares...

LendingClub Corporation ( NYSE:LC ) shareholders have had their patience rewarded with a 29% share price jump in the...

ZoomInfo Technologies Inc. ( NASDAQ:GTM ) just released its latest quarterly results and things are looking bullish. It...

Key Insights Alpha and Omega Semiconductor to hold its Annual General Meeting on 12th of November Salary of US$490.0k...

We wouldn't blame Ameren Corporation ( NYSE:AEE ) shareholders if they were a little worried about the fact that...

Investors who take an interest in NewtekOne, Inc. ( NASDAQ:NEWT ) should definitely note that the President, Barry...

Advanced Micro Devices, Inc. ( NASDAQ:AMD ) defied analyst predictions to release its quarterly results, which were...

Leidos Holdings, Inc. ( NYSE:LDOS ) will increase its dividend from last year's comparable payment on the 31st of...

Grocery Outlet Holding (GO) posted net profit margins of 0.2%, down from 1.3% a year ago, with average annual earnings declines of 21.9% over the last five years. While results were dented by a one-off $69.6 million loss for the year ending September 27, 2025, management projects a robust rebound, forecasting EPS growth of 37.4% per year ahead. This projection is well above the US average of 16%. Investors will be watching closely to see if this projected earnings surge can offset recent...