U.S. Software Stock News

Compass (COMP) remains unprofitable, but over the last five years the company has steadily narrowed its losses by an average of 21.1% each year. Looking forward, earnings are forecast to grow at a rapid 61.21% per year, with analysts expecting Compass to reach profitability within the next three years. With annual revenue projected to grow at 10.8%, outpacing the broader US market’s 10.5% estimate, the equity story for Compass is tilted toward rewards due to anticipated strong profit and...

Wondering if Evercore could be a bargain or if the market has already priced in its prospects? You are not alone, especially with all the noise surrounding this stock lately. Over the past year, Evercore shares have risen 10.8%, with an impressive 195.6% gain over three years. However, recent weeks have seen some pullback as the stock is down 7.5% in the past 7 days and 9.6% for the month. Much of this recent movement can be traced to broader market volatility and sector-specific news, such...

Wondering if TriMas is trading for less than it's worth? You're not alone, as investors are always keen to spot undervalued opportunities before the market catches on. TriMas has seen some sharp moves lately, with the stock dropping 11.1% over the last week and 10.7% in the past month, even though it's still up 41.3% year-to-date. Market watchers are buzzing about recent industry developments and shifting economic conditions that are shining a spotlight on companies like TriMas. These...

Genius Sports (GENI) continues to operate at a loss, but over the last five years, it has managed to cut annual losses by 26%. While the company remains unprofitable, analysts project impressive earnings growth of 100.48% per year and expect profitability within three years. With revenue forecast to climb 15% annually, which is higher than the broader US market forecast of 10.5%, investors have a front-row seat to a transition story fueled by rapid top-line expectations and progressively...

CompoSecure (CMPO) remains unprofitable, with net losses deepening at a rate of 66.8% per year over the past five years. Still, analysts forecast earnings to grow 168.7% annually and expect the company to cross into profitability within the next three years. Revenue is projected to climb 37.6% a year, which far outpaces the US market average of 10.5%. See our full analysis for CompoSecure. The next section examines how these headline numbers align with well-known market narratives,...

Denny's (DENN) net profit margin slipped to 2.2% from last year's 3.9%, with annual earnings declining by 11.9% over the past five years and recent negative growth that makes year-on-year comparisons tough. Investors may be watching closely as revenue is only expected to grow at 3.4% per year, lagging well behind the broader US market’s projected 10.5%. However, despite these lackluster trends and a relatively rich valuation, forecasts are calling for a sharp rebound in earnings, with a...

Sanmina (SANM) posted standout numbers, with revenue expected to surge by 31.3% per year and earnings forecast to grow at 30.8% annually, both outpacing the broader US market’s pace. The company’s profit margins ticked up slightly to 3%, and earnings momentum has accelerated. Annual growth ran at 4.8% over the past five years and came in at 10.5% last year, while projections show greater than 20% annual earnings growth ahead. Investors are likely to see this rapid expansion in both top and...

IAC (IAC) posted another unprofitable year as losses accelerated by 35.7% per year over the last five years, with revenue expected to decline by 11.2% annually for the next three years. Despite the challenging recent performance, earnings are forecast to rebound strongly by 69.09% per year, and the company is expected to turn profitable within three years, even as the share price sits at $32, below the estimated fair value of $36.08. See our full analysis for IAC. The next section will...

Ocular Therapeutix (OCUL) is projected to grow revenue by a rapid 52.8% per year, far outpacing the US market average of 10.5%. Despite the impressive growth outlook, the company posted increased annual losses of 22.7% per year over the last five years and is expected to remain unprofitable for at least the next three years. The stock is currently priced at $10.90, which is significantly below its estimated fair value of $25.23 based on discounted cash flow analysis. However, it trades at a...

Norwegian Cruise Line Holdings (NCLH) posted net profit margins of 6.8%, up from 5.9% last year, showing clear margin improvement. Earnings have grown rapidly at 59.2% per year over the past five years. Forward-looking estimates see earnings increasing another 37.9% per year. Even as this outpaces the broader US market, revenue growth forecasts of 8.6% per year trail the US average of 10.5%. While investors will note a recent one-off loss of $272.5 million that hit results, the stock looks...

Williams Companies (WMB) posted net profit margins of 20.4% for the recent period, down from last year’s 27.8%. Although earnings are forecast to grow at 13.53% annually, this is slower than both the US market average of 16% and the broader oil and gas industry. The current share price of $56.51 sits below an estimated fair value of $75.76. With a Price-to-Earnings ratio of 29.2x, WMB trades at a significant premium to its peers. Investors will note strong historical earnings growth over the...

Kymera Therapeutics (KYMR) posted another unprofitable year, with annual losses growing at a rate of 28.4% per year over the past five years. The company’s margins remain under pressure, and analysts expect revenue to contract by roughly 2.5% annually over the next three years. Shares are currently trading at $59.91. With profitability still out of reach and revenue momentum fading, the numbers highlight the continued financial headwinds for Kymera. See our full analysis for Kymera...

Adeia (ADEA) posted a net profit margin of 19.3%, up from last year's 12%. Annual earnings are forecast to grow at 7.02%. Over the past year, earnings increased by 77.7%, significantly outpacing the company's five-year average of -13.4% per year. These results reflect the impact of improved margins and accelerating growth on investor sentiment, as shareholders balance attractive valuation multiples with non-recurring losses and closely monitor the company’s financial quality. See our full...

Vital Farms (VITL) reported earnings forecasted to grow at 18.02% annually, with revenue projected to rise by 19.2% per year, both outpacing the broader US market. Net profit margins now stand at 8.5%, just below last year's 8.7%, while recent annual earnings growth reached 21.1%. Over the past five years, average yearly earnings growth has been an impressive 54.5%. See our full analysis for Vital Farms. The real test is how these results stack up against the broader narratives shaping market...

Heidrick & Struggles International (HSII) reported net profit margins of 3.1% this period, down from 3.6% previously. A significant one-off loss of $39.4 million weighed on earnings over the last twelve months. Over the past five years, the company managed to grow earnings by 11.2% per year, although the most recent year saw negative earnings growth. Looking ahead, forecasts suggest a strong rebound with expected annual earnings growth of 28.4% and this rate exceeds the US market even as...

RingCentral (RNG) has turned a profit in the past year, with earnings now forecasted to grow at a rapid 45.5% per year over the next three years. Revenue is projected to rise at 4.5% per year, which trails the broader US market average of 10.5%. A notable one-off loss of $22 million weighed on the company’s most recent financial period through September 2025. With shares trading at a Price-To-Sales Ratio of 1x, well below peers and software industry averages, investors are now weighing the...

Sterling Infrastructure (STRL) delivered a notable boost in profitability, with net profit margins rising to 14.1% from 8.8% the previous year and earnings growth surging 71.2% year-over-year, far outpacing its 5-year average annual growth rate of 39%. However, the latest results were driven by a significant one-off gain of $82.0 million, raising questions around the quality of the headline earnings. Looking ahead, investors are focused on consistent growth trends and how ongoing momentum...

Air Lease (AL) reported a major jump in profitability, posting net profit margins of 33.2% compared to 17.9% last year, and nearly doubling earnings growth to 97.2% year over year, powered by a one-off $727.2 million gain. Despite the boost, consensus now points to a 20.6% annual decline in earnings for the next three years, with revenue expected to grow at 7.3% yearly, which trails the broader US market’s 10.5% pace. Margins are considerably improved, but investors face a complex picture...

Wondering if ICF International is an overlooked bargain or a value trap? If you're curious about what the numbers say, you're in the right place. ICF International's shares have pulled back sharply, losing 8.5% over the past week and 14.3% in the past month. They are now down 31.6% year-to-date. Recently, ICF International announced the acquisition of a leading energy and utilities consulting firm. This sparked new conversations around its long-term strategy. Some investors see this move as...

Clorox (CLX) delivered standout results this year, posting 121.6% earnings growth that sharply reverses its five-year trend of -14.8% per year. The company’s net profit margin jumped to 11.7% from 4.8% last year, underlining a significant rise in profitability. While forecasts show earnings growing at 5.6% per year and revenue at 2.2% per year, both below the US market, investors will note the current 17x Price-to-Earnings ratio sits under peer and industry averages, and shares trade well...

Wingstop (WING) posted net profit margins of 25.5%, up from 17.1% last year, reflecting a notable boost in profitability. Earnings grew 73% over the past year, outpacing its five-year average growth of 39.1% per year. Forecasts point to ongoing, but more modest, annual EPS growth of 5.14% and revenue expanding at 15.8% per year, significantly ahead of the broader US market's 10.5%. Investors may be weighing these strong operational numbers and margin improvements against a share price of...

PLAYSTUDIOS (MYPS) saw its losses accelerate at an average rate of 56.9% per year over the last five years, and the company remains unprofitable, with forecasts calling for continued losses through the next three years. Revenue is also projected to decline by 2.1% annually, adding further pressure on profit margins. Despite these tough numbers, MYPS trades at $0.82, a notable discount to its estimated fair value of $3.40. Valuation metrics stand out versus peers in the sector. See our full...

Reservoir Media (RSVR) posted a shift to profitability in the most recent year, marking a milestone after years of earnings pressure. Over the last five years, however, earnings have declined by 8.3% per year, and forward estimates suggest earnings could fall another 22.6% annually for the next three years. At the same time, revenue is forecast to grow by just 3.7% per year, trailing the broader US market rate of 10.5%. This leaves investors weighing slow top-line expansion against ongoing...

UMH Properties (UMH) has seen its earnings forecast surge, with analysts projecting 58.2% annual earnings growth in the years ahead, outpacing the broader US market’s 16% pace. While revenue is expected to grow at 8.9% per year, which trails the sector average, the company has become profitable over the last five years, averaging 13.2% earnings growth annually. Despite a slip in net profit margins from 3.9% to 2.5% year-over-year, investors are likely to focus on UMH’s high-quality earnings...