U.S. Software Stock News

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...

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...