U.S. Software Stock News

Cheesecake Factory (CAKE) boosted its net profit margin to 4.3% from last year’s 3.6%, marking a solid stretch of improvement since becoming profitable, with annualized earnings growth of 60.9% over five years. Last year’s earnings rose by 25.5%. However, that is now below the longer-term average, and revenue is forecast to grow at a slower 5.1% annually compared to the broader US market’s 10.5%. While the company’s P/E ratio of 14.8x looks attractive next to the sector average, the stock...

Uniti Group (UNIT) reported revenue growth forecasts of 18.9% per year, well above the US market’s 10.5% rate. Net profit margins soared to 98.1% from just 8.7% last year. EPS growth came in at a hefty 1,469% year-over-year, surpassing the five-year average of 74.8% and marking a clear swing to profitability over the period. Despite these eye-catching figures and a rock-bottom price-to-earnings ratio of just 0.9x (far below peers), future projections are less optimistic. The company is...

Black Stone Minerals (BSM) reported net profit margins of 57.1%, a drop from last year’s 75.3%, as annual earnings growth over the past five years hit 17.2%. Current forecasts project the company’s earnings will grow by 7.8% per year, with revenue set to rise 7.9% per year. Both figures are below the US market averages of 16% and 10.5%, respectively. Investors are likely weighing the robust margin level and appealing valuation against a modest outlook for forward growth and recent pressure on...

Exagen (XGN) is set to outpace the broader US market with revenue forecast to rise 11.7% per year, compared to the expected 10.5% market growth. Despite a persistent lack of profitability, the company has trimmed losses at an average annual rate of 4.7% over the past five years. The narrative is defined by rapid top-line expansion and shares trading at a 3.7x Price-to-Sales Ratio, which is below both the peer average of 6.5x and the sector’s 10.8x benchmark. The current share price of $10.77...

Viper Energy (VNOM) reported revenue growth forecasted at 19.65% per year, outpacing the US market’s expected 10.5% annual rate. However, net profit margins slipped to 21.4%, down from 26% last year. Recent annual earnings growth of 19% trails its impressive five-year average of 53.9%. Although earnings are still expected to grow, the anticipated 2% annual rate is set to lag behind the wider US market forecast of 16% per year. Analysts are weighing consistent revenue and earnings progress...

ADTRAN Holdings (ADTN) is currently unprofitable, having seen its losses grow at an average rate of 53.5% per year over the past five years. Despite the challenging bottom line, revenue is forecast to grow at 10.4% per year, just below the broader U.S. market’s 10.5% projection. Earnings are expected to increase a remarkable 123.4% per year and the company could become profitable within the next three years. Investors are likely to weigh the discounted share price and strong growth outlook...

Heron Therapeutics (HRTX) is forecast to deliver standout earnings momentum, with annual earnings growth of 60.89% expected and a projected move into profitability within the next three years. Over the past five years, the company remained in the red but steadily narrowed its losses, cutting them by an average of 39.8% per year. Revenue growth is forecast at 15.9% per year, outpacing the broader US market’s 10.5% yearly expectation. Heron’s Price-to-Sales Ratio of 1.3x points to better value...

LiveWire Group (LVWR) continues to post losses, with annual losses rising by 5.1% per year over the last five years. Net profit margin remains negative and shows no meaningful acceleration. The company’s lofty Price-To-Sales Ratio of 38.9x is much higher than the US auto industry average of 1.2x as well as the peer average of 0.7x. Given the persistently unprofitable operations and high valuation relative to industry standards, investors are likely to remain cautious as no material growth or...

Capri Holdings (CPRI) reported another period of unprofitability, with revenue forecast to decline at a rate of 4.3% per year over the next three years. Despite recent losses and stagnant net profit margins, the company is projected to swing to profitability and grow earnings at a rapid 71.39% annually during that same period. See our full analysis for Capri Holdings. Now, let’s see how these latest numbers measure up against the narratives investors are watching. This will help determine...

Beam Therapeutics (BEAM) remains unprofitable, and the company’s losses have widened at a rate of 2.2% per year over the past five years. Meanwhile, revenue is forecast to climb at an annual rate of 53%, outpacing the broader US market's projected 10.5% revenue growth. With these growth expectations, investors are balancing the promise of rapid expansion against persistent operating losses, a share price that has been volatile over the past three months, and a notably high Price-to-Sales...

CNO Financial Group (CNO) reported current net profit margins of 6.8%, an improvement over last year’s 6.1%, and achieved earnings growth of 10.3% compared to a five-year trend of 9.6% annual decline. While earnings are expected to grow by 13.03% per year going forward, this lags the US market’s projected growth rate of 16% per year. Notably, the share price of $41.31 remains below the discounted cash flow fair value estimate of $56.10. CNO is positioned at a valuation premium with a P/E...

CPI Card Group (PMTS) posted net profit margins of 2.8%, down from 3.4% last year, highlighting a decline in profitability. The company’s earnings grew at an average annual rate of 1.3% over the past five years, though earnings growth turned negative this most recent year. While PMTS is forecasted to achieve an 8.3% compound annual growth rate in revenue, which is slower than the US market’s 10.5%, its Price-To-Earnings ratio of 11x stands well below peer and industry averages. With the share...

National Storage Affiliates Trust (NSA) posted a year shaped by slowing expansion, with earnings projected to grow at 6.68% per year and revenue at 3.3% per year. Both figures trail the US market, which averages 16% and 10.5%, respectively. After delivering 8.9% average annual earnings growth over the past five years, NSA saw its most recent year marked by negative earnings growth and a net profit margin slip from 18.2% to 6.4%. Investors are weighing consistent, if muted, long-term growth...

Chicago Atlantic Real Estate Finance (REFI) delivered impressive 11.8% annual earnings growth over the past five years, with high quality results supporting its profitability. Recent filings show net profit margins at 65.9%, just below last year's 67.8% mark. Guidance now signals a 2.8% yearly decline in earnings over the coming three years and revenue growth of 5.8% per year, which lags the US market’s 10.5% forecast. Investors face a key question as they weigh REFI’s discounted share price...

Uber Technologies (UBER) reported a standout year, with revenue expected to climb 12.36% annually, outpacing the 10.5% rate of the broader US market. The company posted a remarkable 278% increase in earnings growth in its latest year, lifting net profit margins to 33.5% from 10.5% last year and marking a shift to consistent profitability over the past five years. Investors now face a notable value proposition, as Uber’s shares trade at 11.9x earnings, significantly below both industry peers...

Ecovyst (ECVT) reported continued unprofitability, recording losses that have increased at an annual rate of 12.9% over the past five years. Despite these challenges, analysts forecast an 85.2% annual growth in earnings moving forward, with the company expected to reach profitability within three years. The share price trades well below the estimated fair value of $28.83, sitting at $7.84, while the Price-To-Sales ratio of 1.2x remains in line with the broader US chemicals industry. Investors...

Orthofix Medical (OFIX) remains unprofitable, with losses expanding at a steep 42.7% annual rate over the last five years. Despite revenue being forecast to grow at 4.8% per year, lagging the broader US market’s 10.5% pace, the share price sits at $14.87, which is well below an estimated fair value of $25.85. For investors, the premium lies in the stock’s discounted valuation, as Orthofix trades with a notably low 0.7x price-to-sales ratio compared to much higher industry and peer multiples,...

Thinking about whether GoDaddy is a bargain right now? Let's break down the story behind the stock's price and what its valuation might mean for you. The stock has bounced 3.3% this week and holds steady for the month, but with a year-to-date drop of 32% and a 1-year slide of 19.4%, investors are watching closely for signs of a turnaround or shifting risk appetite. GoDaddy's price swings have been set against a backdrop of industry shifts and evolving competition, as the company continues...

Douglas Elliman (DOUG) remains in the red this year, with losses compounding by an annualized 54.2% over the last five years and no turnaround in net profit margin. Its price-to-sales ratio sits at 0.2x, a significant discount to the 3.3x peer average and 2.6x industry mark. This places shares at the lower end of sector valuation. With revenue and earnings showing no signs of growth, investors face few immediate reasons for optimism beyond the company’s comparatively low sales multiple. See...

Brightstar Lottery (BRSL) remains in the red but is eyeing a turnaround, with losses shrinking by 51.4% per year over the past five years and expectations for profitability within the next three. While earnings are projected to surge by 76.68% per year, revenue is set to grow more modestly at 1.3% per year, trailing the 10.5% US market average. With margins still negative and profitability yet to be delivered, investors are weighing BRSL's rapid earnings forecast against its slow revenue...

Wondering if Barrett Business Services could be a hidden value play or just another stock on your watchlist? Let’s dig into what really matters when sizing up its worth. After climbing a solid 8.4% over the past year and delivering an impressive 139.1% return in the last five years, the stock has recently cooled off, sliding 2.7% in the past week and 10.4% this past month. Shares have drifted in recent weeks as sector momentum faded and investors weighed mixed signals from broader labor...

Graphic Packaging Holding (GPK) posted net profit margins of 5.9%, down from 8% a year earlier, as the company’s previously strong average annual earnings growth of 24.9% over the past five years gave way to negative earnings growth in its latest results. Despite the near-term hit to bottom-line performance, analysts expect earnings to rebound at a 9.2% annual rate. However, revenue forecasts of 1.7% per year lag the broader US market’s 10.5% pace. The risk and reward equation is shaped by a...

Knife River (KNF) is forecasting earnings growth of 18.7% per year, well ahead of the broader US market’s expected 16% annual increase, while revenue is set to grow at 5.9% per year, trailing behind the US average of 10.5%. Despite five-year annualized earnings growth of 7.2% and high-quality earnings, the most recent profit margin slipped to 4.9% from last year’s 6.9%. Shares are currently trading at $66.22, which is above the estimated fair value of $59.10. See our full analysis for Knife...

ECARX Holdings (NasdaqGM:ECX) remains unprofitable but is forecast to reach profitability within the next three years, a pace that outstrips the market average. The company’s revenue is expected to grow 20.4% annually, more than double the US market’s 10.5% rate; earnings are projected to surge 69.68% per year. Over the past five years, ECARX has reduced its losses at an annual rate of 11.4%, signaling meaningful progress toward turning the corner for investors. See our full analysis for...