U.S. Software Stock News

Wondering if Sysco is a bargain right now? You are not alone, as investors are keeping a close eye on whether its current share price lines up with its underlying value. Though the stock lost 9.5% over the past month and is down 3.3% since the start of the year, its 5-year return of 21.5% shows there is still long-term growth in the mix. Sysco recently generated headlines after confirming a new supply partnership with major restaurant groups. Industry news also continues to highlight ongoing...

Tanger (SKT) posted earnings with net profit margins of 17.8%, easing from last year's 19.2%. Earnings growth for the year reached 2.3%, falling short of the company’s robust five-year average of 47.8% per year. Forecasts call for earnings to grow at 8.11% annually and revenue to rise 4.4% per year. Investors are weighing the slower expected growth and tightening margins against the stock’s attractive peer-relative valuation and the company's track record of high quality past earnings. See...

Matson (MATX) delivered a clear earnings inflection this quarter, with net profit margin advancing to 14.3% versus last year’s 10.4%. EPS benefited from 49% annual growth after five years of declines averaging 4% per year, a striking reversal for shareholders. Looking forward, investors will be weighing slow forecast revenue growth of just 1.8% per year against a backdrop of high-quality reported profits and strong relative valuation metrics. See our full analysis for Matson. Next, we'll see...

Pinterest (PINS) posted a net profit margin of 49.3% this quarter, a major jump from 5.8% one year ago, while its earnings over the past year soared 903%, far outpacing its five-year annual average of 64.3%. Looking ahead, Wall Street expects earnings to climb by 28% per year, with revenue projected to rise 11.8% annually. Both figures are running ahead of the US market’s 10.4% forecast. With the stock now trading at 9x earnings and below some valuation estimates and analyst targets,...

Ever wondered if YETI Holdings is hiding some untapped value, or if its current price tag tells the whole story? Let's dig beneath the surface to find out what might be next. The stock's journey has been a wild ride lately, with the share price down 3.4% this week and off 11.0% year-to-date. Its 3-year return still sits in positive territory. Recent headlines have spotlighted YETI's new product launches, including the company's expanded line of drinkware and collaborations with major outdoor...

Chatham Lodging Trust (CLDT) recently turned profitable, with net profit margins moving higher over the past year and earnings growing 66.8% annually over the past five years as the company made its transition. However, this year's numbers are clouded by a one-off gain of $8.8 million, making it hard to get a clear read on the underlying trend in recurring earnings. While investors have reason to watch for continued momentum, the recurring quality of these gains remains a central point for...

The Bancorp, Inc. recently announced that Dominic C. Canuso has been appointed Chief Financial Officer, bringing over 25 years of financial services experience to his new role overseeing the company’s financial strategy and operations. Alongside an executive leadership change, the company lowered its 2025 earnings guidance, outlined minimum earnings targets for 2026 and 2027, and addressed increased credit provisions connected to its trucking loan portfolio. We’ll explore how the lowered...

Porch Group (PRCH) just released its third quarter results, catching investors’ attention with higher sales year over year but a swing from net income to a net loss compared to last year’s figures. See our latest analysis for Porch Group. Investors have clearly reacted to the fresh earnings results, sending Porch Group’s share price up 9.24% in just one day and capping off a 222.42% year-to-date share price return. Momentum has picked up dramatically this year, with a staggering 600.00% total...

trivago (TRVG) remains unprofitable, but losses have narrowed at an average rate of 9% per year over the past five years. Revenue is forecast to grow at 9.9% per year, trailing the US market average of 10.5%. Earnings are expected to accelerate, with forecasts pointing to 53.76% annual growth and the company turning profitable within three years. With a Price-to-Sales Ratio of 0.4x compared to the industry average of 1.4x and shares trading at $3.09 versus a fair value estimate of $10.08,...

GXO Logistics (GXO) reported net profit margins of 0.5%, down from 1.4% a year ago, as a one-off loss of $171 million weighed heavily on the bottom line. Despite the negative earnings growth and near-term margin pressure, the company has delivered an average annual earnings growth of 8.7% over the past five years. Looking ahead, forecasts suggest a robust 53.49% per year earnings growth, easily outpacing the broader US market’s expected 16%, with shares currently trading at $52.54 and a...

Wondering if Clearwater Analytics Holdings is attractively priced, or if there is hidden value waiting to be uncovered? You are not alone, and making the right call on valuation can make a significant difference. After a sluggish year with the stock down 39.4%, recent price moves suggest that investor sentiment may be shifting. However, there is still plenty of debate about the outlook. Market watchers have noted that recent partnerships and expanded integrations with financial institutions...

Champion Homes (SKY) posted a standout year, with earnings rising 53.8%, noticeably above its 5-year annual average of 8%. Net profit margin also strengthened to 8.5%, up from 6.5% a year ago, and the share price is trading just under a discounted cash flow estimate of fair value at $73.22 per share. While growth expectations for both revenue and earnings remain steady, investors are likely to focus on the combination of improved margins, continued earnings quality, and the company’s track...

Acacia Research (ACTG) remains unprofitable, with losses deepening at an annual rate of 13.4% over the past five years. Net profit margin has failed to improve and profitability measures show little positive change, keeping the company firmly on the back foot this season. With no signs of expected revenue or earnings growth, investors are left weighing persistent losses against a current Price-To-Sales Ratio of 1.4x, which is well below industry and peer averages. See our full analysis for...

Wondering if Devon Energy might be undervalued, or if its stock still offers a hidden bargain? You are not alone, as many investors are looking to decode the real value behind this well-known energy name. The stock has seen some ups and downs recently, gaining 0.9% over the past week but down 7.4% in the last month. Over the past year, it has fallen 16.9%, even as its five-year return sits at an impressive 259.6%. Much of Devon Energy's recent movement has been driven by shifting oil prices...

Ever wondered if NorthWestern Energy Group is actually a bargain or just priced to perfection? Let’s dig into what the current numbers are telling us. The stock has quietly climbed 2.0% over the last week and has notched up a gain of 15.1% year-to-date, with a solid 17.3% return in the past 12 months. Recently, NorthWestern Energy Group made headlines with its strategic expansion into renewable sources. This move is being closely watched by investors as utilities increasingly shift focus...

Sila Realty Trust (SILA) delivered another set of high quality earnings, with profitability expanding at an impressive 44.7% annually over the past five years and most recently recording earnings growth of 54.5%. Net profit margins have climbed to 20.9%, up from last year’s 13.6%. Revenue is forecast to grow at 9.6% per year, with earnings expected to rise 12.8% annually, even though both rates fall short of the broader US market. Trading below analyst estimates of fair value and with margins...

NewAmsterdam Pharma (NasdaqGM:NAMS) remains unprofitable, with net losses worsening at an average annual rate of 52% over the past five years. While the company is forecast to stay in the red for at least the next three years, revenue is expected to surge by 59.1% per year, outpacing the broader US market’s 10.5% annual growth. Despite its stock trading below the estimated fair value of $69.50, investors should note share dilution over the past year and ongoing profitability challenges even...

Wondering whether PotlatchDeltic offers good value right now? You are not alone, as investors often question how to weigh timberland assets and real estate against the current share price. After a solid start to the year, PotlatchDeltic’s share price is up just 0.9% year-to-date. However, it dipped by -2.9% over the past week and has slid -7.6% in the last month, highlighting some recent volatility. Recent news around continued strength in the real estate sector and the company’s strategic...

Fidelity National Information Services (FIS) posted net profit margins of 1.5%, down from 5.5% a year ago, as results for the twelve months ending September 30, 2025, were weighed by a sizeable one-off loss of $497.0 million. While revenue is forecast to grow at 4.2% annually, trailing the broader US market’s expected 10.5% rate, FIS’s earnings are projected to surge at 31.5% per year. This is far ahead of the anticipated 16% annual growth for the US market, even after recent margin pressures...

InMode (INMD) delivered net profit margins of 44.5%, up from last year’s 35.8%, while earnings for the year climbed 19.8%, outperforming its five-year annual average. The current share price sits at $14.53, significantly below the estimated fair value of $29.82, and the company’s Price-To-Earnings ratio of 5.1x stands well under industry and peer averages. With robust profitability, steady profit growth, and positive valuation signals, investors may find the current setup supportive, even...

Wondering whether Becton Dickinson is offering a bargain or trading above its worth? You are not alone, and it pays to dig deeper into what drives its share price. The stock has seen turbulence lately, sliding 2.8% over the past week and losing 8.1% in the last month, with the year-to-date performance down a noteworthy 22.1%. Recently, shares reacted to closely watched sector updates, including ongoing debates over healthcare supply chain pressures and innovation in medical devices...

Are you wondering whether Hasbro’s recent run-up means the stock is a hidden gem, or if there’s more to the story beneath the surface? After climbing 36.2% year-to-date, Hasbro’s share price has outpaced many of its peers, with a notable 26.2% gain over the past 12 months, even while seeing a modest dip of 1.4% this week. These price moves have coincided with the company making headlines for a new partnership deal that could broaden its entertainment reach, along with a sale of non-core...

Toast (TOST) marked a major milestone over the last year as it transitioned to profitability, with earnings climbing at a remarkable 40.2% annual rate over the past five years. Net profit margins also improved, and forecasts now call for earnings to grow 26.4% per year, well ahead of the broader US market’s 15.8% pace. With revenue expected to increase 14.8% annually, Toast looks set for significant near-term profit growth. However, its lofty 101.6x price-to-earnings ratio could raise...

Bentley Systems (BSY) posted a net profit margin of 17.9%, down from last year’s 29.2%, with the company’s earnings showing negative growth relative to the prior year after averaging 24.2% annual growth over the past five years. The share price currently stands at $48.48, which is above some fair value estimates. Ongoing forecasts suggest earnings will grow 14.9% per year and revenue will grow 8.6% per year, both trailing the broader US market. Margins compressed during this period, but...