U.S. Software Stock News

Wondering if Shoals Technologies Group is a hidden bargain or priced just right? You are not alone. Questions about its true value are buzzing among investors right now. After a 52.7% rally so far this year and a strong 50.5% gain over the past 12 months, the stock has also experienced more volatility recently, dipping 12.3% in the last week but rising 8.7% for the month. The solar solutions provider has caught extra attention from industry watchers as renewable energy policy shifts and...

Ever wondered if Pilgrim's Pride is a hidden value gem or already priced for perfection? You're not alone. There's a lot to dig into beyond the numbers. Despite its three-year rally of 73.5%, Pilgrim's Pride has pulled back lately. Shares are down 1.9% in the past week and 21.1% since the start of the year, which may hint at shifting market sentiment. Recently, headlines have focused on Pilgrim's Pride navigating tighter industry regulations and making strategic moves in global expansion...

Henry Schein (HSIC) turned in a notable turnaround this year, with earnings growing 24.4% compared to an average annual decline of 10% over the previous five. Net profit margins improved to 3%, up from 2.5% a year ago, and the forward outlook calls for earnings to rise 15.9% per year, nearly matching the US market average. With the share price at $71.61, well below an estimated fair value of $170.96, investors are weighing quality earnings and solid margin gains against moderate revenue...

Key Insights Aebi Schmidt Holding's significant individual investors ownership suggests that the key decisions are...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Home BancShares, Inc. recently announced that its Board of Directors approved a quarterly cash dividend increase to US$0.21 per share, payable December 3, 2025, to shareholders of record as of November 12, 2025, marking a 5% rise over the previous quarter's dividend. This dividend growth highlights management's emphasis on consistent shareholder returns and a steady approach to capital allocation, even as the company pursues expansion efforts. We will explore how this increased dividend...

Delcath Systems (DCTH) is forecasting earnings growth of 53.7% per year and revenue growth of 23% per year, both well above US market averages. Shares trade at $9.08, with the stock currently sitting below some estimates of fair value. Margins have improved over the last year and the company is now profitable, signaling solid progress in its profitability profile. See our full analysis for Delcath Systems. Next up, we will see how these headline numbers compare with the dominant market...

Otter Tail (OTTR) is forecasting revenue growth of just 3.1% per year, notably below the broader US market’s 10.5% rate. Meanwhile, EPS is expected to decline by 10.2% per year over the next three years, following a recent period of negative earnings growth and a slip in net profit margins to 21.5% from last year’s 22.7%. Investors are weighing a favorable valuation, appealing dividend, and Otter Tail’s strong five-year average earnings growth of 18.2% annually against the expectation of...

Wondering if OGE Energy stock is actually a bargain or overpriced today? You are not alone, and we are about to break down what really drives its value. The stock has climbed 12.2% over the past year and is up 7.3% year-to-date, though it recently pulled back by 2.4% in the last week and 3.5% over the past month. A series of regulatory developments and market updates have kept investors attentive, helping shape recent price swings. Notably, industry-wide grid...

Wondering if QXO is trading at a bargain or if you might be paying too much right now? Let’s dig into the numbers together and see what’s really behind the price tag. The stock has had quite a ride recently, pulling back by 6.8% over the past week and down 16.6% for the month. However, it is still up nearly 10% for both the year to date and the past 12 months. Lately, QXO has made headlines with new project announcements and strategic partnerships, fueling both anticipation and debate among...

Innovative Industrial Properties (IIPR) posted a net profit margin of 43.8%, down from 51.3% last year, signaling margin pressure even as the company’s five-year annual earnings growth sits at 12.7%. Looking ahead, both revenue and earnings are forecast to decrease by 1.7% per year over the next three years, and recent results show negative earnings growth over the past year. Amid these setbacks, investors are weighing risks like income stability and potential dividend cuts against an...

Ameresco (AMRC) delivered 18% earnings growth over the past year, reversing a five-year trend that saw average annual declines of 3.3%. Net profit margins ticked up slightly to 3.3% compared to last year's 3.2%, while a $25.5 million one-off gain factored into the most recent results and forward estimates see earnings outpacing the broader US market at 17.45% per year. Investors may weigh Ameresco's increased profits, slightly improving margins, and a price-to-earnings ratio of 30.4x that is...

In the midst of a volatile market environment, where major stock indexes have shown resilience despite concerns about an AI bubble and ongoing government shutdown, investors are increasingly looking at companies with strong insider ownership as potential opportunities. Such stocks often signal confidence from those closest to the company's operations and can be particularly attractive in uncertain times, making Viemed Healthcare and two other insider-owned growth stocks worth watching.

Ryman Hospitality Properties (RHP) posted net profit margins of 9.6% for the latest period, a drop from last year’s 14.8% as profitability compressed. Annual earnings growth is forecast at 13.01%, with revenue expected to rise 6.8% per year, both trailing broader US market averages. Against this backdrop, investors are left weighing lower current margins and negative earnings growth over the past year in comparison to the company’s long-term trend of becoming profitable within the last five...

On November 3, 2025, Sable Offshore Corp. announced an amended loan agreement with Exxon Mobil, raising the interest rate to 15% and requiring Sable to secure at least US$225 million in new equity, while upholding strict cash balances. These developments coincide with a special committee investigating CEO Jim Flores over allegations of selective disclosure about funding and regulatory pressures to select investors. We'll examine how Sable Offshore's urgent equity raise and governance...

Avista Corporation reported third quarter and nine-month results, posting increases in both revenue and net income compared to the prior year, including US$403 million in quarterly sales and net income of US$29 million. This marks a period of stronger earnings performance, with basic earnings per share from continuing operations rising to US$0.36 for the quarter. We'll examine how Avista's improved quarterly profitability may shape its investment narrative and future growth outlook. We've...

Wondering if West Pharmaceutical Services is a bargain or a bubble? You are not alone, as investors of all stripes are eager to know what the current price really means. The stock has seen mild swings recently, ticking up 1.2% over the last week and 5.3% over the past month. However, it is still down 12.6% year-to-date and 11.0% over the past year, hinting at shifting optimism and risk perceptions. Recent headlines have highlighted ongoing industry innovation and regulatory changes, putting...

Axcelis Technologies (ACLS) posted a net profit margin of 15.9%, down from 20.6% a year ago, as recent earnings growth turned negative. Looking ahead, analysts forecast earnings to decline by 7.3% annually over the next three years, with revenue growth expected to slow to 1.1% per year compared to a much faster 10.5% rate for the broader US market. Despite slowing fundamentals, the stock trades at a favorable 18.4x price-to-earnings ratio, which is well below its semiconductor peers, and sits...

If you have ever wondered whether Alliance Resource Partners shares are genuinely good value or simply riding high, you are in the right place for a clear-eyed assessment. After a strong multi-year climb of more than 1000% over five years, the stock’s momentum has slowed, with a modest 1.2% gain this week but a dip of 7.5% year-to-date. Industry headlines have centered on energy market volatility and shifting attitudes toward coal stocks. Alliance Resource Partners has appeared regularly in...

Waters (WAT) reported net profit margins of 20.9%, slightly below last year’s 21.4%. Earnings have grown by 1% annually over the past five years, with EPS up 4.3% over the past year and outpacing the longer-term trend. Revenue is projected to accelerate at 12.3% per year, while earnings are expected to climb 29.4% annually. This means both are set to outpace the broader US market. See our full analysis for Waters. Next, we will see how these fresh results line up with market narratives,...

Novanta (NOVT) posted a 7.1% annual EPS growth rate over the past five years, but in the most recent year, earnings declined and net profit margins narrowed to 5.5% from 6.5% previously. The bottom line was further impacted by a one-time, $26 million loss, resulting in another layer of pressure on last year’s results. Looking forward, consensus is calling for profits to rebound sharply at 51.5% per year over the next three years, far outpacing the broader US market's 16% annual rate. However,...

Hillman Solutions (HLMN) reported net profit margins of 2.4%, up from last year’s 0.6%, reflecting a notable improvement in profitability. The company delivered a profit growth of 346.7% over the past year, significantly outpacing its five-year average of 57.2% per year. It has now maintained profitable results for several consecutive years. With forecasts pointing to annual earnings growth of 30.3%, investors are weighing the potential for continued momentum against persistent concerns about...

Martin Marietta Materials (MLM) posted a net profit margin of 17.2%, down from last year’s 30.5%, highlighting a notable decline in profitability. The results include a substantial one-off gain of $1.3 billion, impacting the latest figures. Earnings have grown at an average annual rate of 19.6% over the past five years. Looking ahead, analysts forecast earnings growth of 10.6% per year and revenue growth of 6.9% per year, both lagging the broader US market outlook. The current...

UFP Technologies (UFPT) reported net profit margins of 11.2%, down from 11.7% a year ago, with recent annual earnings growth of 23.8% underperforming its five-year average of 31.6%. Looking ahead, earnings are forecast to rise at 14.33% per year and revenue growth is expected at 5.6% annually, which trails the broader US market’s 10.5% projected pace. While the company's Price-to-Earnings Ratio of 25.6x sits below the US Medical Equipment industry average but above its peer group, shares are...