U.S. Software Stock News

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...

Consensus Cloud Solutions (CCSI) is drawing increased attention ahead of its upcoming Q3 2025 earnings release, as recent updates to revenue and earnings estimates have sparked renewed interest among investors. See our latest analysis for Consensus Cloud Solutions. Consensus Cloud Solutions’ share price has surged 42.6% in the past 90 days, while its 1-year total shareholder return stands at 22.3%. The momentum suggests building optimism ahead of earnings, even as the stock continues to...

The board of Avient Corporation ( NYSE:AVNT ) has announced that the dividend on 7th of January will be increased to...

Key Insights IDT will host its Annual General Meeting on 11th of November CEO Shmuel Jonas' total compensation includes...

Everus Construction Group (ECG) posted 18.7% earnings growth over the past year, beating its five-year average of 9.8%. Net profit margins came in at 5.1%, holding steady versus last year’s 5.2%. With no notable risks on the radar and value-focused rewards, ECG’s numbers point to resilient, high-quality earnings that continue to outperform sector averages. See our full analysis for Everus Construction Group. Next, we will see how these results compare against the dominant narratives about...

Wetouch Technology Inc. ( NASDAQ:WETH ) shares have continued their recent momentum with a 74% gain in the last month...

A lackluster earnings announcement from Element Solutions Inc ( NYSE:ESI ) last week didn't sink the stock price. We...

Gogo has begun in-flight testing of its next-generation 5G air-to-ground connectivity network for North American customers, marking a significant step toward commercial rollout before the end of 2025 and following validation of key hardware and software. An interesting detail is that 400 aircraft have already been pre-provisioned for the new 5G service, up from 300 in the last three months, highlighting growing client anticipation ahead of full activation and expected service-driven revenue...

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...