U.S. Software Stock News

A10 Networks (ATEN) delivered earnings growth of 17% over the past year, outpacing its five-year average of 2.5% per year, with net profit margins improving to 18.5% from 17.5% last year. Looking ahead, earnings are forecast to grow 19.7% annually, topping the expected US market rate of 16% and the company’s own revenue growth outlook of 7% per year, which lags the broader market pace of 10.5%. With high-quality earnings and shares trading at a 25.5x price-to-earnings ratio, which is below...

Intapp (INTA) remains unprofitable, but revenue is forecast to grow 12.3% per year. This growth rate tops the US market average of 10.5% annual growth. Over the last five years, the company has managed to cut its losses by 19.4% annually. However, there is not enough detail available to judge improvements in net profit margin or expected earnings growth. As investors weigh the company’s strong revenue trajectory against ongoing unprofitability, the long-term reward appears to depend on...

Cirrus Logic (CRUS) reported net profit margins of 18.1%, up from 16.3% a year ago, highlighting further expansion in profitability. Earnings grew 16.4% from the previous year, well above the company's five-year average annual growth rate of 7.7%. With margins on the rise and profit momentum solid, investors are likely viewing these results as a sign of high-quality earnings, even as future earnings and revenue growth are expected to slow compared to broader US market averages. See our full...

Revolve Group (RVLV) posted revenue growth of 7% per year, trailing the US market’s expected 10.5% pace. EPS rose in line with a sharp earnings turnaround, up 37.6% from last year and reversing the company’s five-year average annual decline of 17.1%. Net profit margins climbed to 3.8%, compared to 3.1% a year ago, and earnings are projected to grow 15% annually, just shy of the US market’s 16% forecast. As shares trade above fair value at $22.18 and the Price-To-Earnings ratio stands at...

River Financial (RVRF) posted net profit margins of 32.9%, up from last year's 28.5%, with EPS growth for the past year coming in at 39.9%. The company’s strong momentum continues to show through a five-year annual earnings growth rate of 11.9% and high-quality profits that support these headline numbers. Investors looking for value may take notice, as shares trade at just 7x earnings, well below both the US Banks industry average of 11x and estimated fair value of $67.91, with the stock...

Masimo (MASI) remains unprofitable, with losses growing at an annualized rate of 53.1% over the past five years. Looking ahead, earnings are expected to climb 12.03% per year with a return to profitability forecast within three years, outpacing average market growth. The stock trades at $142.14, which is below its estimated fair value of $157.06. Revenue is projected to grow at 6.5% per year, which is slower than the broader US market's 10.5% pace. See our full analysis for Masimo. Next,...

MARA Holdings (MARA) reported net profit margins of 27.5%, higher than last year, as earnings grew by 463.2% in the most recent year and have increased at a 39.9% annual rate over the past five years. The stock is currently trading at $17.13, sitting well below its estimated fair value of $23.32, with a price-to-earnings ratio of 6.6x that stands out against the software industry average. While revenue is forecast to grow 13.1% per year, outpacing the US market, investors are weighing this...

Shopify (SHOP) posted forecast-beating numbers with earnings expected to grow 20.53% per year and annual profit growth of 20.5%, while revenue is anticipated to climb 18.5%. Both figures surpass US market averages of 16% for earnings and 10.5% for revenue. The company’s net profit margin edged slightly lower to 16.7% from 16.8% last year, and results were recently buoyed by a one-off $582 million gain in the twelve months to September 30, 2025. Investors are likely scrutinizing whether...

IPG Photonics (IPGP) has moved from a challenging period of declining earnings, which dropped 41.3% per year over the past five years, to posting enough margin improvement to return to profitability. Looking ahead, the company’s earnings are forecast to surge 39.9% per year, far surpassing the US market’s expected 16% annual rate. However, revenue is projected to grow at a more moderate 7.6% per year compared to the market’s 10.5%. With no notable risks flagged in recent filings, investors...

If you have ever wondered if Wynn Resorts is genuinely worth its latest price tag, you are not alone. This might be your moment to find out. The stock has seen an impressive rise, with a 49.4% gain so far this year and an 88.2% return over the last three years, which hints at renewed optimism or changing risk factors. Market sentiment around Wynn Resorts has been especially active after news of expanding Macau travel visas and regulatory developments for US casinos. Both of these factors...

Primoris Services (PRIM) posted a net profit margin of 3.7%, up from last year’s 2.7%, with EPS growth of 68.4% over the past year, far outpacing its 5-year annual average of 17.2%. While earnings are projected to grow at 9.55% per year and revenue at 6.4% per year, both rates trail the broader US market outlook. Ongoing profitability, attractive valuation compared to industry peers, and the absence of flagged risks are setting an optimistic tone around the company’s recent results. However,...

Sealed Air (SEE) reported a slight uptick in profitability, posting a net profit margin of 7.4% compared to 7.3% last year. Over the past year, earnings grew by 0.4%, a modest improvement when set against a five-year average annual decline of 10.2%. Forecasts show revenue is expected to grow at 1.7% per year, which is well below the US market’s pace of 10.5%. Annual earnings growth of 10.7% is projected but still trails the US market average of 16%. With its price-to-earnings ratio of 13.3x...

Ever wondered if BXP is attractively priced right now? Whether you are bargain hunting or just want to avoid overpaying, it is a question worth asking. BXP shares recently closed at $69.73 and have seen some volatility, dropping 5.9% in the last week and 7.8% over the past month, with a year-to-date move of -5.4% and a one-year decline of 9.8%. Despite this, there has been a 16.4% gain over three years. Much of this movement has followed headlines about the shifting outlook for commercial...

Hertz Global Holdings (HTZ) finished the period still in the red on a traling twelve-month basis despite the profitable quarter. Revenue is projected to grow just 2% per year over the next three years, lagging well behind the broader US market’s 10.5% rate, while net profit margins remain unchanged and unprofitable for the foreseeable future. See our full analysis for Hertz Global Holdings. Now let’s break down how these latest numbers measure up against the key market narratives...

Wondering if Arcosa's current share price is a steal or too good to be true? You are not alone in wanting to get to the bottom of its real value. In just the last week, Arcosa's stock climbed 7.1%, adding to an 8.6% gain over the past month and bringing its five-year return to an impressive 86.6%. Much of this momentum follows recent headlines about new infrastructure spending bills and Arcosa's strategic position to benefit from heightened demand in the construction industry. Investors are...

Realty Income (O) reported earnings growth of 11% for the past year, continuing its five-year annual average increase of 19.5%. Net profit margins currently sit at 17.1%, slightly below last year’s 17.3%, with recent results affected by a one-off loss of $359.5 million for the twelve months to September 2025. Shares trade at $56.14, well below a discounted cash flow fair value estimate of $100.01. Analysts project earnings growth of 16.15% per year ahead, even as revenue growth of 3.8% trails...

Simon Property Group (SPG) reported a net profit margin of 36.4%, a notable decrease from last year's 41.4%. Earnings have grown at an annual rate of 9.7% over the past five years. Despite high earnings quality, growth is projected to slow as revenue is forecast to rise by just 1.8% per year and EPS by 3.39% per year, both trailing the US market averages. Investors are weighing a muted growth outlook and margin compression against the fact that shares trade below one estimate of fair value...

Sotera Health (SHC) reported net profit margins of 4.8% in its recent results, down from last year's 6.3%, as a one-off loss of $98.8 million weighed on the bottom line. Over the past five years, the company has moved into profitability with earnings growing at 2.2% per year, but in the latest period, earnings growth turned negative. Looking forward, analysts expect a sharp rebound, forecasting 56.1% annualized earnings growth against a more modest 5.7% revenue increase. This suggests...

Marathon Petroleum (MPC) reported average annual earnings growth of 30.2% over the past five years and is currently forecast to grow earnings by 11.65% per year going forward. Despite these solid headline numbers, growth is expected to lag the broader US market, with net profit margins slipping to 2.2% from 3.2% last year and revenue growth forecast at just 0.04% per year. While the company trades attractively compared to its peers on a price-to-earnings basis and offers an appealing...

Ever wondered if Lumen Technologies stock is trading well below its true value? You are definitely not alone in asking that question. After a few rough years, the share price has jumped 60.7% in the past month and is now up an impressive 87.9% so far this year. This hints at renewed growth potential and a shift in investor sentiment. Big moves like these often follow headline-making news. Lumen has been in the spotlight lately with recent leadership changes and strategic partnerships drawing...

Eaton (ETN) posted net profit growth of 4.2% for the most recent year, a significant slowdown compared to its impressive five-year compound annual earnings growth rate of 20.5%. Looking ahead, analysts expect earnings and revenue to grow at annual rates of 13.1% and 8.5%, respectively, both trailing the broader US market averages of 16% and 10.5%. Net profit margins dipped to 14.7% from 15.3%, while Eaton’s stock trades at $377.72, well above the estimated fair value of $151.13 and above the...

In the past week, Ultra Clean Holdings announced third quarter results showing revenue of US$510 million and a net loss of US$10.9 million, alongside weak guidance for the fourth quarter and a new US$150 million share repurchase program over three years. A class action lawsuit was recently filed, alleging Ultra Clean Holdings made materially false statements about demand conditions in China and concealed operational challenges, increasing scrutiny of management transparency during a period...

BRC (BRCC) booked revenue growth of 12.55% per year, outpacing the broader US market benchmark of 10.5% per year. While the company continues to operate at a loss and is projected to remain unprofitable over the next three years, it has made notable progress in reducing annual losses by 14.7% over the past five years. For investors, rapid revenue expansion, an undemanding 0.4x Price-to-Sales ratio, and a share price well below fair value present a mix of optimism and ongoing caution. See our...

JBT Marel (JBTM) reported another year of losses, with net income declining at an average annual rate of 26.8% over the past five years. Investors are watching closely as the company is forecast to deliver 117.55% annual earnings growth and return to profitability within the next three years, outpacing market expectations. Persistent unprofitability may raise concerns, but optimism centers on the anticipated sharp turnaround in earnings growth ahead. See our full analysis for JBT Marel. Now...