U.S. Software Stock News

Verastem (VSTM) is on track for standout top-line growth, with revenue forecast to surge 55.7% per year, well ahead of the broader US market’s 10.5% pace. Despite this bullish revenue outlook, the company remains unprofitable and is projected to stay in the red for at least the next three years, as losses have risen by 23.7% per year over the past five years without net margin improvement. Investor focus this quarter will be on whether Verastem can turn strong growth potential into a path...

Centerspace (CSR) is forecasting a steep annual earnings decline of 36.6% over the next three years, even as revenue is expected to grow modestly at 2.2% per year, trailing the broader US market’s 10.5% pace. While the company has recently turned profitable, reported net profits were boosted by a one-off gain of $52.9 million. Its average annual earnings have fallen by 16% over the past five years. With growth rates lagging and profit quality impacted by non-recurring items, investors may...

IDEAYA Biosciences (IDYA) reported a 45.2% per year increase in losses over the past five years and is forecasted to remain unprofitable for at least the next three years. However, revenue is projected to grow at 28.3% per year, notably outpacing the US market average of 10.5%. With robust top-line growth but continuing net losses, the results reflect a company in high-growth mode with persistent profitability hurdles for investors to watch. See our full analysis for IDEAYA Biosciences. Next,...

Integral Ad Science Holding (IAS) posted current net profit margins of 7.9%, improving from 6.4% a year ago, while earnings grew 42.9% over the last twelve months. This is an impressive figure, though it remains below the robust five-year average growth rate of 73.5% per year. Looking ahead, analysts project revenue to rise at 10.1% per year and forecast significant earnings growth at 23.1% per year, both pointing to momentum outpacing much of the US market. With margins expanding and growth...

AudioCodes (NasdaqGS:AUDC) delivered a 13.4% jump in earnings over the past year, reversing a trend that has seen average annual declines of 18.9% over the past five years. Net profit margin edged up to 5.7% compared to last year's 5%, even as forecasts call for a -6.4% average annual decline in earnings over the next three years. The current setup puts undervaluation in the spotlight as investors weigh whether recent improvements in margins and profitability can last amid muted growth...

Neuronetics (STIM) is currently unprofitable, with annual losses widening by 10.3% on average over the past five years. Despite no improvement in net profit margin and the expectation that the company will remain unprofitable for at least the next three years, revenue is forecast to climb 12.1% a year, outpacing the broader US market’s 10.5% growth rate. Investors are likely to weigh the company’s above-average growth prospects and relatively attractive price-to-sales ratio of 1.5x against...

Life Time Group Holdings (LTH) posted robust earnings momentum, with net profit surging 101.6% year-over-year and profit margins improving to 9.9% from 5.7% the previous year. Investors saw earnings climb 73.2% per year on average over the past five years, while forecasts call for continued double-digit growth. For investors, the company’s steady profit expansion, improving margins, and appealing relative valuation set a strong tone for this earnings cycle. See our full analysis for Life Time...

Insperity (NSP) reported net profit margins of 0.3%, down sharply from 1.8% a year ago, with historical earnings having declined by 9.9% per year over the last five years. Looking ahead, forecasts anticipate a significant rebound, as earnings are projected to grow by 80.7% per year. However, revenue growth is expected at a slower 7% annually, trailing the broader US market’s 10.5%. As a result, investors are weighing recent margin pressure against robust profit growth expectations in the...

Gartner (IT) reported a 19.8% annual earnings growth rate over the last five years, but recent figures reveal net profit margins fell to 13.7% from 17.3% a year ago, with year-on-year earnings now declining. Despite the slowdown in profit growth, earnings are projected to rise 3.2% annually and revenue is forecast to grow 5.2% per year, both trailing broader US market expectations. With three key rewards identified: long-term earnings growth, ongoing profit or revenue expansion, and signs of...

Bancorp 34 (BCTF) recently returned to profitability, reversing its net profit margin compared to the prior period. Despite this progress, earnings have declined by 7.4% per year on average over the past five years. Its price-to-earnings ratio of 15.6x remains higher than both the US Banks industry average of 11x and the peer average of 11.6x. While the company is recognized for high quality earnings, the higher valuation multiples and lingering risks around future growth may weigh on...

NNN REIT (NNN) reported revenue growth forecasts of 4.5% per year, trailing the broader US market’s 10.5% pace, while earnings are projected to grow 3.3% annually, also behind the US average of 16%. The company’s net profit margin stands at 43.1%, down from 45.6% last year, and after delivering 13.7% annual earnings growth over five years, earnings slipped into negative territory in the most recent period. With the current share price coming in significantly below estimated fair value and a...

Cabot (CBT) reported a net profit margin of 8.9%, down from 9.4% last year, and its earnings have contracted over the past year following several years of robust growth averaging 43.1% annually. The company is forecast to grow revenue at 2.3% per year, trailing the broader US market’s expected 10.5% growth rate. Its $61.24 share price trades at a considerable discount to its estimated fair value. With high quality earnings and an attractive dividend, investors may weigh reasonable long-term...

Anywhere Real Estate (HOUS) is currently unprofitable, with losses over the past five years growing at an annual rate of 18.2%. Shares are trading at $10.98, below the estimated fair value of $16.31 based on discounted cash flow analysis. Earnings are forecast to rebound sharply, with 128.7% annual EPS growth expected, and the company is projected to return to profitability within three years. However, revenue is only forecast to rise by 8.4% per year, which trails the broader US market’s...

Solaris Energy Infrastructure (SEI) delivered a jump in net profit margin to 6.7% from last year’s 4.5%, riding a powerful 185.3% annual earnings growth that leaves its five-year average of 51.1% behind. Forecasts point to revenue growing 22.1% per year and an earnings climb of 41.4% per year, both well ahead of the broader US market pace. In this context of robust profitability, investors have to weigh a below-fair-value share price of $53.71 versus a discounted cash flow estimate of...

SNDL (NasdaqCM:SNDL) narrowed its losses by an average of 16.4% per year over the last five years, with forecasts now calling for explosive 168.19% annual earnings growth and a move to profitability within three years. While revenue is anticipated to grow just 2.8% per year, lagging the US market’s 10.5% rate, shares have remained volatile in recent months and stability is still elusive. Investors are weighing this rapid progress on the earnings front and SNDL’s discounted Price-to-Sales...

Great Lakes Dredge & Dock (GLDD) delivered a standout earnings result, posting a 36.3% increase in earnings over the past year, well ahead of its five-year average growth of 4.1% per year. The company’s net profit margin improved to 9.7%, up from 8% previously. This signals stronger profitability and efficiency even as the stock trades at $12.77, a premium relative to one benchmark of fair value. With high-quality earnings and a steady track record of growing profit or revenue, GLDD’s results...

Vitesse Energy (VTS) reported a net profit margin of 8.4%, well below last year’s 19.8%, as the company’s most recent period saw negative earnings growth despite averaging 24.1% annual earnings growth over the past five years. Looking ahead, revenue is projected to grow at just 0.9% per year, lagging the wider US market’s 10.5% average, and earnings are expected to drop sharply by 68.5% per year over the next three years. With shrinking margins and a premium 38.6x price-to-earnings ratio, the...

AC Immune (ACIU) remains unprofitable, with its net profit margin still negative. The company has narrowed its losses by an average of 5.9% annually over the past five years. Looking ahead, earnings are forecast to jump 66.51% per year and consensus expects profitability within three years. Revenue is set to rise 55.6% per year, outpacing the broader US market's projected growth of 10.5%. Despite a higher price-to-book ratio of 4.2x compared to the US Biotech industry's 2.5x, ACIU shares are...

Sphere Entertainment (SPHR) remains in the red, with losses worsening by 26.3% per year over the past five years. Revenue is projected to rise at an annual rate of 6.3%, lagging the broader US market's expected 10.5% per year. The company’s net profit margin shows no signs of improvement. While Sphere Entertainment’s shares trade below estimated fair value and the Price-to-Sales ratio of 2.3x is attractive compared to peer averages, ongoing unprofitability and slower revenue growth will...

HealthStream (HSTM) reported net profit margins of 6.9%, ticking up from last year’s 6.8%. Earnings have grown at an average annual rate of 18% over the last five years, but most recent annual earnings growth was 5%, coming in below that longer-term pace. Revenue is forecast to rise 4.7% per year and earnings at 7.7%, both trailing expectations for the wider US market. Valuation metrics present a mixed picture with the share price trading below one fair value estimate and a P/E lower than its...

Emergent BioSolutions recently reported third-quarter 2025 results, with revenue of US$231.1 million and net income of US$51.2 million, and raised its full-year 2025 guidance for both revenue and net income. The company's stronger-than-expected performance was supported by growth in NARCAN nasal spray, new U.S. government and international contracts, and a completed share repurchase program. We'll now examine how the company's upgraded full-year outlook and growth in core product lines may...

Safety Insurance Group (SAFT) posted a net profit margin of 7.1%, edging ahead of last year’s 6.8%, with EPS showing 16.7% growth for the year. This upbeat result comes despite a longer-term backdrop where average annual earnings have dropped 22.2% over five years. For investors, high-quality earnings, positive profitability trends, and an attractive dividend balance out concerns around continued long-term earnings declines and shares currently trading at $70.37, above fair value...

Tactile Systems Technology (TCMD) posted a net profit margin of 5.8%, edging above last year’s 5.4% and capping five years of earnings growing at a brisk 42.6% annual clip. Looking ahead, analysts expect earnings to climb a further 12.26% per year with revenue growth forecast at 8.9% per year, which is slower than the US market’s 10.5% projection. The setup combines an above-average valuation, a solid record of profitability, and margins that continue to climb. This sets the stage for...

Comstock Resources (CRK) turned profitable over the past five years, boasting average annual earnings growth of 8.6% and posting net profit margins finally in positive territory. Wall Street is sizing up this momentum, with forecasts calling for a massive 74.6% annual earnings growth, which easily outpaces the US market’s expected 16%. Revenue, meanwhile, is projected to rise at 9.8% per year, just a touch behind the US average of 10.5%. See our full analysis for Comstock Resources. Next, we...