U.S. Software Stock News

DNOW (DNOW) reported EPS that is forecast to grow by 7.9% per year, trailing the broader US market’s expected 16% annual gain. Revenue is projected to increase by 3.8% annually, well below the US market’s 10.5% forecast, while current net profit margins have slipped to 3.4% from last year’s 9.5%. Investors are weighing DNOW’s rapid five-year earnings growth of 65.3% per year and competitive 19x price-to-earnings ratio against a recent pullback in profitability, with the stock trading at...

Sportradar Group (SRAD) posted robust results with net profit margins jumping to 9.2% from 2.7% in the prior year, while annual earnings growth hit a dramatic 313.4%, easily outstripping the company’s already strong five-year average of 40.4% per year. Revenue is projected to grow at 13.2% per year, above the broader US market’s 10.5% expectation, and earnings are expected to climb 27.2% annually, leaving much of the competition trailing. This performance, paired with a current share price of...

TXO Partners (TXO) has turned a corner into profitability over the past year, delivering a net profit margin where there previously was none. Earnings are forecast to grow at 9.3% per year, while revenue is expected to increase at 8.4% per year. Both rates sit below broader US market averages. For investors, the shift to profits, sustainable dividend, and strong earnings quality now set the backdrop for a company trading below intrinsic value but carrying a higher-than-average P/E...

Avanos Medical (AVNS) remains unprofitable, with losses widening at an average rate of 74.4% per year over the past five years. Improving profit growth has proven elusive and the company’s net profit margin shows no sign of a turnaround. Despite these challenges, investors may still see a potential value play as persistent profitability headwinds are set against a discounted valuation and a share price of $10.66, which is notably below the estimated fair value of $45.32. See our full analysis...

AudioEye (AEYE) remains unprofitable but has steadily narrowed its losses over the last five years at an annual rate of 18.4%. Revenue is now forecast to grow 11.5% per year, topping the US market average of 10.5%, even as net profit margins are yet to turn positive. Investors weighing the numbers will note that the company is valued at a 4.7x Price-to-Sales ratio and currently trades at $14.43, below the estimated fair value of $16.72. This keeps the spotlight on its growth prospects and...

Amicus Therapeutics (FOLD) is still unprofitable, but recent statements point to a projected earnings growth rate of 50.98% per year and forecasts for the company to reach profitability within the next three years. Revenue growth is expected at 16.6% annually, outpacing the US market’s 10.5% rate. Losses have been reduced at a rate of 28% per year over the past five years. The current setup offers investors a constructive outlook with strong signals around profit and revenue growth, and no...

Hut 8 (NasdaqGS:HUT) is expected to grow revenue by an impressive 49.97% per year, far outpacing the broader US market’s 10.5% annual forecast. However, net profit margins are down from last year and earnings are forecast to decline steeply at 72.5% per year over the next three years, with the latest annual earnings growth slowing to just 2% compared to a five-year average of 61.9%. Investors are weighing strong revenue growth projections and a Price-to-Earnings ratio of 25x, which is lower...

Adient (ADNT) reported ongoing losses, with unprofitability persisting as net losses have increased at a rate of 17.5% per year over the past five years. The share price currently sits at $19.98, which is well below the stock’s estimated fair value of $71.02 based on discounted cash flow. Looking ahead, the company forecasts annual earnings growth of 36.7% and revenue growth of 5.7%, with profitability expected within three years. This provides reason for cautious optimism in a sector where...

Equitable Holdings (EQH) reported a net profit margin of 3.1%, down from last year's 7%, as the company experienced a year-over-year decline in earnings. Over the past five years, however, earnings have averaged robust 40.4% annual growth. Analysts now forecast an even stronger 48.5% growth per year going forward, far outpacing the broader US market. With the current share price of $45.22, which is below both the estimated fair value of $108.21 and consensus price targets, investors are...

Alight (ALIT) is currently unprofitable, with losses having widened at a steep 50.4% annual rate over the past five years. While revenue is projected to grow just 2.6% per year, which lags the US market average, earnings are forecast to surge 150.8% annually, with the company expected to turn profitable within three years. Shares trade at $2.51, well below the estimated fair value of $11.01. This could attract value-focused investors even as minor questions about dividend sustainability...

Perrigo (PRGO) remained unprofitable, with annual losses accelerating by 15.2% per year over the past five years. Despite the ongoing red ink, the company is forecast to turn profitable within three years, fueled by projected annual earnings growth of 6.54%. With shares trading at $15.10, well below a fair value estimate of $95.72 and sporting a price-to-sales ratio markedly lower than both industry and peer averages, many investors are eyeing PRGO as a turnaround value opportunity. However,...

Arvinas (ARVN) continues to operate at a loss, with net losses increasing at an average rate of 7.7% per year over the past five years and no signs of profit growth acceleration. Revenue is forecast to grow slowly at just 1.1% per year, a pace that lags well behind the broader US market’s 10.5% growth rate. Despite these challenges, investors will weigh the potential reward of a low Price-To-Sales Ratio of 1.9x, which is much lower than peers, against the sustained losses and subpar revenue...

Smith Douglas Homes (SDHC) posted a revenue growth forecast of 6% per year, trailing the US market’s expected 10.5% annual pace. Earnings are projected to climb 4.7% per year, compared to a much higher 16% for the broader US market. Current net profit margins have slipped to 1.4% from 8.5% last year, and earnings have been declining at a rate of 40.6% per year over the past five years. Despite this dip in margins and ongoing pressure on earnings, the company’s current profits are considered...

Gold Resource (GORO) remains unprofitable, with net losses worsening at a rate of 66.7% per year over the past five years, and profit margins still in negative territory. Revenue is forecast to grow 8.2% annually, which is slower than the US market average of 10.5%. For investors, the company’s faster-increasing losses and underwhelming revenue outlook put pressure on sentiment this earnings season. See our full analysis for Gold Resource. Next, we will see how these headline results stack up...

Eastern (EML) posted a net profit margin of 4.1%, down from 5.2% last year, highlighting a contraction in profitability. Over the past five years, the company’s earnings have shrunk by an average of 2.6% annually, and the most recent period brought negative earnings growth. Despite these trends, Eastern stands out for its high-quality earnings and an attractive valuation, but tempered investor optimism with ongoing stagnant revenue and earnings prospects. See our full analysis for...

Super Micro Computer (SMCI) reported revenue is expected to grow at 12.5% per year, outpacing the broader US market growth forecast of 10.5%. Over the past five years, the company’s earnings have surged by an average of 50.2% per year, while current net profit margins sit at 4.8%, lower than the previous year’s 7.7%. For investors, robust revenue growth stands out as a key positive. However, the dip in profit margins compared to last year remains a notable risk in the latest results. See our...

Kodiak Gas Services (KGS) boosted its net profit margin from 5.1% to 6.5%, while reporting 65% earnings growth compared to the prior year, far outpacing its five-year average, which showed an annual decline of 8.9%. Although a one-off loss of $116.0 million weighed on the bottom line in the past twelve months through September 30, 2025, forward guidance calls for 18.04% compound annual earnings growth, ahead of the US market’s 16% expectation. Investors will note that while the share price...

3D Systems (DDD) has reported increasing losses at an annual rate of 41.6% over the past five years, and net profit margins have not shown improvement. The company’s Price-to-Sales Ratio is 0.8x, making its sales more attractively valued compared to the US Machinery industry average of 1.9x and the peer group average of 1.2x. Persistent unprofitability and share price instability continue to present challenges for investors, with further growth in revenue and earnings not expected in the near...

Repligen (RGEN) is back in focus after reporting a one-off net loss of $48.1 million for the twelve months ending September 30, 2025. Despite this significant charge and a five-year annual earnings decline of 33.2%, the company has just returned to profitability and is forecast to grow earnings by a rapid 45.02% per year, with revenue growth expected at 14% per year, a rate well ahead of the broader US market. As investors weigh the transition from historical earnings volatility to robust...

MannKind (MNKD) posted standout earnings results, with profits surging at an average annual rate of 47.9% over the last five years and rocketing 179.4% higher in the most recent year. Net profit margins rose to 10.9% from 4.7% previously. Revenue growth is projected at 10.2% per year, just shy of the US market’s 10.5% average. Investors now face a mix of high expectations and a stretched valuation as earnings growth far outpaces broader market trends. MannKind’s price-to-earnings ratio of...

Parsons (PSN) posted a robust year, with profits climbing at an annual rate of 29.5% over the last five years and net profit margin reaching 3.7%, up from 3.3% a year prior. While the latest year’s earnings grew by 23%, this pace trails the five-year average. Future growth is forecast to moderate to 11.15% per year for earnings and 6.3% per year for revenue. With a share price of $82.91 trading below the estimated fair value of $117.28, investors are left weighing the company’s solid profit...

WideOpenWest (WOW) remains in the red, showing no recent progress in improving its profit margins. Over the last five years, losses have worsened at an annual rate of 12.7%. Consensus expects revenue to decline 2.8% per year over the next three years. With forecasts pointing to continued unprofitability, investors face a story of persistent losses and declining top-line numbers in the coming years. See our full analysis for WideOpenWest. Next, we will compare these headline numbers with the...

Astec Industries (ASTE) reported a major turnaround, achieving profitability for the period and breaking from a trend of 13.5% annual earnings declines over the past five years. While earnings are forecast to accelerate at 28.2% per year, well ahead of the US market's 16%, revenue growth is expected to be slower at 5.2% per year compared to the market’s 10.5%. Investors are weighing the positive earnings outlook against a recent one-off $38.7 million loss that clouds near-term profit clarity...

Green Plains (GPRE) is currently unprofitable but is on a bright trajectory, with forecasts calling for a 77.45% jump in earnings per year and a return to profitability within three years. Revenue is projected to rise at 12.3% annually, outpacing the US market. The company has cut its losses at a rate of 0.6% each year over the past five years. Investors are likely to see the combination of discounted valuation, improving fundamentals, and a price-to-sales ratio of just 0.3x as signals of...