U.S. Software Stock News

PPL (PPL) reported robust earnings growth, with EPS surging 17.5% for the year and a five-year annualized earnings growth rate of 20.9%. Net profit margin also advanced, reaching 11.2% compared to 10.2% in the prior year. Looking forward, consensus forecasts point to annual earnings growth of 12% and revenue growth around 5%. Both are trailing the broader US market. Investors must also weigh the elevated P/E ratio of 27.3x, with the stock trading well above its estimated fair value. Alongside...

Cricut (CRCT) reported net profit margins of 10.1%, up from 9.2% last year, while delivering 5.7% earnings growth versus its challenging five-year average of -26.8% per year. Long-term, earnings have declined at an average rate of 26.8% annually, and looking forward, revenue is projected to contract by 0.2% annually over the next three years. Investors are weighing improved current profitability and margin expansion against ongoing revenue and earnings headwinds, leaving the market at a...

Thinking about RealReal? If you are wondering whether the recent buzz means it is finally a good value play, you are in exactly the right place. The stock has put up an eye-popping 204.5% gain over the past year, despite some volatile swings, including a recent 6.6% dip in the last week and a 12.7% surge over the past month. Big news has kept RealReal in the spotlight lately, especially as the company continues to expand its e-commerce luxury platform and rethinks operational strategies to...

Mercury General (MCY) reported earnings growth of 22.2% over the last year, with its net profit margin rising to 6.8% from 6.4% a year ago. Earnings have averaged 2% growth per year over the past five years, and the stock’s Price-To-Earnings ratio of 11.6x sits below both peer and industry averages. However, the share price currently trades above modeled fair value. Revenue is expected to grow at 6% annually, which lags the broader US market's 10.5% forecast. The story is one of improving...

Hackett Group (HCKT) reported a net profit margin of 5.5%, a noticeable drop from last year’s 11.7%, reflecting a decline in profitability. While the company experienced negative earnings growth over the past year, its longer-term track record shows average annual earnings growth of 8.9% over five years. Investors will be watching closely as recent margin contractions are weighed against high-quality earnings and shares that currently trade below an estimated fair value. This situation raises...

Lineage (LINE) remains unprofitable, with net losses deepening at an annual rate of 47.2% over the past five years. While revenue is expected to rise by 6.2% annually, which is below the broader US market’s projected 10.5%, the company is forecast to flip to profitability within three years and drive earnings growth at a robust 58.03% per year. Its current price-to-sales multiple of 1.6x trades well below industry averages and an estimated fair value of $63.34. This places a spotlight on the...

Veracyte (VCYT) has turned the corner on profitability, reporting positive earnings and a stronger net profit margin, marking an important milestone for the company. Over the last five years, earnings have grown at a rapid 29.3% per year, with analysts now forecasting another 26.6% annual earnings growth moving forward. This is well ahead of the broader US market’s outlook for profit growth. While revenue growth is expected to come in at 10.1% per year, just shy of the US average of 10.5%,...

Ardmore Shipping (ASC) reported annual revenue growth of 6.8% per year, trailing the US market average of 10.5%. Net profit margins fell sharply to 13.3% from last year’s 35.5%. Earnings actually declined over the most recent period, despite a robust five-year earnings growth rate of 44.3% per year. Shares were last seen trading at $12.46, significantly below an estimated fair value of $25.38. The company’s Price-To-Earnings Ratio of 11.8x stands out favorably against industry and peer...

Shutterstock (SSTK) reported profit margins of 6.4% in the most recent period, up from last year’s 5.3%. Over the past year, earnings grew 36.4%, reversing a five-year annual decline of 8.6%. With earnings forecast to rise 12.3% per year and shares trading on a price-to-earnings ratio of 12.6x, which is below both the industry and peer averages, the spotlight is on the story behind the margin gains and whether that momentum will hold, especially with revenue set to grow more slowly than the...

Charles River Laboratories International (CRL) remains unprofitable, with losses rising at an average annual rate of 14.3% over the past five years. Revenue is forecast to grow at 3.6% per year, which is slower than the broader US market's 10.5% projected growth. However, earnings are expected to increase by 21.51% annually, and analysts project a return to profitability within the next three years. Investors see a mix of risks from the company’s weaker financial position and slower revenue...

MRC Global (MRC) has delivered a notable turnaround, with earnings climbing at an annual rate of 76% over the past five years and forecasts pointing to ongoing 20% per year growth, well above the broader US market’s 16% outlook. Despite the positive trajectory, revenue growth is expected to trail at 3.9% per year compared to a 10.5% pace for the US market, and net profit margins recently slipped from 2.7% to 1.1%. The stock’s price-to-earnings ratio sits at 36.6x, considerably above peers and...

Western Midstream Partners (WES) reported net profit margins of 33.9%, a step down from last year’s 43.2%, with earnings forecast to grow at 8.7% per year and revenue at 7.6% per year. Both metrics lag behind the broader US market, which expects 16% earnings growth and 10.5% revenue growth annually. Valuation stands out: shares trade at $38.25, well below a DCF-based fair value estimate of $109.22, and the 11.7x price-to-earnings ratio looks attractive compared to the industry average. Amid...

Wondering whether Skyworks Solutions is actually a bargain or if there is more risk than reward waiting beneath the surface? You are not alone, as plenty of investors are re-evaluating what makes this stock compelling right now. After a challenging period, Skyworks shares have slipped by 6.7% over the last week and are down nearly 17% year to date. This hints at both shifting risk perceptions and potential for a rebound if sentiment changes. Recent headlines have focused on the broader...

Hippo Holdings (HIPO) remains unprofitable, but the company has managed to reduce its losses by 23% per year over the past five years. Looking ahead, analysts forecast revenue to grow at 15.9% per year, which exceeds the broader US market growth rate of 10.5%. They also project a potential path to profitability within three years. Although profit is not in sight just yet, investors may be watching closely as revenue growth expectations drive sentiment, even as earnings and revenue are not...

Geron (GERN) is set to outpace the broader US market with analysts forecasting revenue growth of 39.2% per year compared to the market’s 10.5% annual rate. While the company remains unprofitable and losses have grown by 14.5% per year over the last five years, Geron is expected to reach profitability within the next three years, a timeline considered above the market average. See our full analysis for Geron. Now, let's see how these headline numbers hold up when compared to the prevailing...

Sunoco (SUN) posted a mixed set of numbers in its latest earnings, with revenue forecast to grow at 4.1% per year, trailing the broader US market's 10.5% per year pace. Earnings are expected to rise at 19.76% per year, pushing ahead of the US average of 16%. Results for the last twelve months were hit by a one-off loss of $126.0 million, and net profit margins dropped to 1.3% from 3.3% a year ago. Investors will focus on whether robust earnings growth forecasts and shares trading below fair...

Sabre (SABR) has narrowed its losses by 30.8% per year over the past five years, while earnings are forecast to surge 87.83% per year with expectations of reaching profitability within the next three years. Despite this positive momentum in profitability, revenue is projected to grow at just 3.1% annually, trailing the broader US market's 10.5%. With shares trading at $2, well below the estimated fair value of $4.47, investors are weighing improving earnings prospects against recent share...

ODP (ODP) reported a net profit margin of 0.7%, down from 2% a year ago, as a one-off loss of $107.0 million weighed on performance over the last twelve months. While the company has averaged 12.3% annual earnings growth since turning profitable, upcoming years are expected to bring a 2.5% annual revenue decline. Investors now face a mixed picture, with ongoing margin pressure and the recent one-off loss on one side, but relative value compared to peers providing a potential bright spot. See...

Twin Disc (TWIN) remains unprofitable, but the company has reduced its losses at an average annual rate of 61% over the past five years. While year-over-year net profit margin and earnings growth comparisons are limited due to ongoing unprofitability, investors tracking longer-term trends may view these shrinking losses as an encouraging sign. See our full analysis for Twin Disc. Next, let’s see how these latest results compare with the most widely held narratives on Twin Disc and where the...

Flowco Holdings (FLOC) posted a net profit margin of 7.2%, a significant drop from last year’s 23.9%, and also reported negative earnings growth over the past year. Despite the margin squeeze, the company’s earnings quality remains high, and forward guidance calls for 24.2% annual earnings growth, outpacing the US market’s projected 16% per year. With shares currently trading at $18.58, well below the estimated fair value and peer valuations, the market may be weighing near-term margin...

MGE Energy (MGEE) delivered a 13.4% jump in earnings over the last year, far outpacing its 5-year average growth rate of 5.9%. Net profit margin rose to 18.7% from 17.9% a year earlier, underscoring continued profitability. With earnings quality remaining high and growth steady, investors are weighing consistent performance and improved margins against a premium valuation and forecasts that trail the broader market. See our full analysis for MGE Energy. The next section examines how these...

PTC Therapeutics (PTCT) has recently turned profitable, with notable improvements in its net profit margin over the past year. Over the last five years, the company grew its earnings at an annualized rate of 20.9%. However, forecasts are now signaling a reversal, with earnings expected to fall by 46% per year and revenue anticipated to decrease by 2.3% per year over the next three years. Investors are now weighing PTCT’s past margin gains and growth track record against expectations of a more...

Mistras Group (MG) has made a notable leap to profitability, growing earnings at an impressive 71.1% per year over the past five years and only turning profitable in the most recent period. While the company’s reported earnings for the latest 12 months were affected by a one-off $8.6 million loss, the longer-term growth rate remains robust even as short-term results appear volatile. See our full analysis for Mistras Group. Now, let’s see how the fresh earnings numbers measure up to the...

Douglas Emmett (DEI) turned a profit in the most recent year, aided by a substantial one-off gain of $47.2 million that helped lift its net profit margin. Yet, beneath this headline result, the company’s earnings have trended down sharply. Earnings declined 42.8% annually over the past five years and are forecast to fall by a further 87.4% per year over the next three years, with revenue only expected to grow at 2.5% per year. Investors may see value potential as shares change hands at...