U.S. Software Stock News

Ormat Technologies (ORA) posted net profit margins of 14.1%, up from last year’s 13.3%, and delivered 16.7% average annual earnings growth over the past five years. However, the latest year’s earnings growth was 12.4%, trailing both the company’s own historical average and the projected pace of 8.1% earnings and 8.6% revenue growth going forward. Both figures are below the US market’s forecasted profit and revenue growth rates of 16% and 10.5%. These results come as the stock trades at a...

BWX Technologies (NYSE:BWXT) is expected to deliver annual earnings growth of 10.8% and revenue growth of 8.7%. These rates trail the broader US market averages of 16% and 10.5%, respectively. Net profit margins sit at 10%, marking a slight dip from last year’s 10.3%. Notably, the company’s earnings have jumped 10.9% over the past year compared to a five-year average of just 0.2% per year. With the stock trading well above the fair value estimate and at a price-to-earnings ratio higher than...

Apple Hospitality REIT (APLE) delivered mixed results in its latest earnings, with a notable reversal in momentum from previous years. Net profit margins declined to 12.4% compared to last year’s 14.5%, and the company posted negative earnings growth over the past twelve months after growing earnings by 49.5% annually over the last five years. Looking ahead, management expects revenue to rise just 1.8% per year and earnings to grow at 0.7%, both lagging the broader US market. This may weigh...

Douglas Dynamics (PLOW) posted a net profit margin of 6.6%, down from 9.7% last year, ending a five-year run of strong profitability gains that saw average annual earnings growth of 45.8%. Revenue is projected to rise by 6.5% annually, trailing the broader US market's 10.5% pace. Expected EPS growth of 14.7% also lags behind the 16% market forecast. Investors are likely to view these results as a sign of recent margin pressure. However, with shares trading below fair value and analyst...

Eastman Chemical (EMN) reported a net profit margin of 7.7%, down from last year’s 9.5%, with a five-year annualized earnings growth rate of 9.2%. Shares are trading at $60.74, well below the estimated fair value of $152.01 by discounted cash flow analysis. Expectations are for earnings to grow by 10.88% per year, which is slower than both the broader US market's 16% pace and the threshold for significant growth. Investors see good value here due to low price-to-earnings ratios and high...

PotlatchDeltic (PCH) delivered a sharp turnaround in profitability this quarter, with its net profit margin climbing to 5.8%, up from just 1.6% a year ago, and earnings rising 288.4% year-over-year. This is far stronger than its five-year average, which saw earnings declining 38.9% per year. Looking ahead, the company is forecasting annual earnings growth of 17.9%, set to outpace the broader US market, while management values shares below their estimated fair value at $38.95. These improving...

ThredUp (TDUP) remains unprofitable, but revenue is forecast to grow at 10.8% per year, while losses have narrowed by 14.8% annually over the past five years. With a Price-to-Sales Ratio of 3.4x, the stock trades well above the US Specialty Retail industry average of 0.4x and the peer average of 1.1x. While margins are still negative, ongoing top-line growth combined with improving losses gives investors reasons to keep an eye on the company’s progress. See our full analysis for ThredUp. Now...

Qorvo (QRVO) just returned to profitability, but the company’s earnings have declined by 49.9% per year over the last five years. Looking ahead, analysts expect annual earnings growth of 20.2%, outpacing the projected 16% for the broader US market, while revenue is forecast to rise by a slower 3.8% per year compared to the market’s 10.5%. Despite improved margins as profits came back, a one-off $166.9 million loss still weighs on the quality of recent results. Investors are left to balance...

Boise Cascade (BCC) reported annual earnings growth of 17.5%, outpacing the broader US market forecast of 16%. However, revenue is projected to grow at just 3.3% per year, trailing the US average of 10.5%. Net profit margins declined to 3%, down from 6% the previous year. The company has seen average annual earnings decrease by 6.3% over the last five years. Despite the recent dip in profitability and ongoing margin compression, analysts expect stronger profit growth ahead, and BCC currently...

JELD-WEN Holding (JELD) posted another unprofitable quarter, with both its earnings and net profit margin remaining in the red. Over the last five years, losses have widened at a staggering 78.1% per year. The company is projected to swing to profitability within the next three years as earnings are forecast to surge 131.26% per year. Despite slow anticipated revenue growth of just 1.9% annually, the stock trades at a price-to-sales multiple of just 0.1x, far lower than industry and peer...

Atlas Energy Solutions (AESI) remains unprofitable, but it has narrowed its losses by 2.7% per year over the past five years. While margins have yet to turn positive and fresh figures on recent profitability are not available, earnings are forecast to surge by 110.88% annually. This may put the company on track for potential profitability within three years, which is well ahead of market averages. With revenue expected to grow at only 2.2% per year compared to the broader US market's 10.5%,...

Hologic (HOLX) reported a net profit margin of 13.8%, down from 19.6% last year, reflecting a continued decline in earnings that have averaged a 26.7% decrease per year over the past five years. While a significant one-off loss of $277.8 million weighed on profits in the last twelve months to September 27, 2025, investors are now watching for a turnaround, as revenue is forecast to grow at 4.7% per year and earnings are expected to rise at 14.8% per year, although still trailing the broader...

Federal Agricultural Mortgage (AGM) posted net profit margins of 50.9%, edging up from last year’s 49%. Over the past five years, AGM has averaged 14.2% annual earnings growth, and most recently, earnings climbed 13.1%. Looking ahead, earnings are projected to rise about 8% per year, a pace that trails the wider US market's expected 16% annual growth. Revenue growth is anticipated to slightly outperform at 10.8% per year compared to the US market’s 10.5%. See our full analysis for Federal...

James River Group Holdings (JRVR) posted a continued loss, with the company’s losses increasing at an average rate of 2.3% per year over the past five years. Looking ahead, analysts expect earnings to rebound sharply and are forecasting annual growth of 88.79% with a return to profitability within three years. With relative value compared to peers and the prospect of rapid earnings improvement, investors may see reasons for optimism despite a challenging recent track record. See our full...

Ever wondered if Public Storage stock is a bargain right now, or if there's a better place to put your money? You're not alone, and it's exactly the question we're diving into today. The shares have been on a bit of a rollercoaster lately, with a 7.4% drop in the last week and 15.7% over the past year, but they're still up nearly 46% over the last five years. Recent headlines have focused on shifting investor sentiment and larger trends in the real estate sector, with industry news...

ZoomInfo Technologies (GTM) posted a net profit margin of 8.4%, a substantial jump from last year’s 0.7%, even after absorbing a hefty one-off loss of $101.6 million over the last twelve months through September 30, 2025. Earnings are projected to grow at 19.6% per year, outpacing the US market's expected 16% annual growth, while revenue is set to rise at a slower 3.7% annually versus the market average of 10.5%. With sustained profitability gains and a discounted cash flow suggesting shares...

Super Group (SGHC) posted a striking surge in net profit margins, coming in at 9.8% compared to just 0.3% last year. This improvement was fueled by an extraordinary 4,994.9% earnings growth over the same period. Looking ahead, the company’s earnings are expected to grow 32.2% per year, far outpacing the broader US market’s forecast of 16% per year. Revenue is projected to rise by 9.2% annually, just below the US average of 10.5%. With these numbers, investors are seeing a notable turnaround...

Exact Sciences (EXAS) remains unprofitable, with losses increasing at an average pace of 1.5% per year over the past five years. Supported by a revenue growth forecast of 10.4% per year and projected earnings acceleration of 89.51% per year, the company is expected to reach profitability within three years, a faster turnaround than the broader market. Investors are likely to focus on the stock’s strong relative and absolute value metrics, as well as anticipated profit and revenue gains, even...

Armada Hoffler Properties (AHH) recently reported figures that point to a turning point, with revenue expected to decline by 10.1% per year over the next three years, even as earnings are forecast to grow at a brisk 21.8% annually. The company has just turned profitable and logged a major one-off gain of $27.2 million in the last 12 months. Despite a five-year track record of earnings declining by 16.1% per year, management now foresees a sharp rebound in bottom-line performance. This sets up...

Voyager Technologies (VOYG) remains unprofitable, with no established year-on-year earnings trend so far, as the company has been publicly traded for less than three years. Revenue is forecast to surge 51.5% per year, far outpacing the US market average of 10.5%. However, net margins remain negative and the Price-To-Sales Ratio sits at a steep 10.3x, well above industry and peer benchmarks. With investors focused on whether overhead and costs are being effectively controlled, the company’s...

Addus HomeCare (ADUS) delivered earnings growth of 16.3% over the past year, with a robust five-year compound annual growth rate for earnings of 19.4%. Earnings are forecast to keep climbing at 16.4% per year, outpacing the broader US market average forecast, while net profit margins held steady at 6.4% compared to 6.5% a year ago. Although revenue growth is set to lag the wider market at 7.8% annually, the company’s consistent track record of profitability and favorable valuation relative to...

Syndax Pharmaceuticals (SNDX) remains unprofitable as net losses have widened at 41.3% per year over the past five years. Net profit margins have stayed negative with no track record of high-quality earnings. Looking forward, revenue is forecast to climb 40.4% annually, outpacing the US market. Earnings are projected to surge 72.8% per year with profitability expected within three years. The share price has settled at $15.35, notably below its estimated fair value of $214.76. The company...

Vornado Realty Trust (VNO) has turned profitable, posting a robust 46.1% per year earnings growth rate over the last five years, but recent results were boosted by a one-off gain of $827.3 million. Although net profit margins have moved into positive territory, forecasts now call for earnings to drop sharply by 83.8% per year over the coming three years. Revenue is projected to rise at a slower 3.3% per year, which is behind the broader US market’s 10.5% per year expectation. With profits...

Kontoor Brands (KTB) is forecasting impressive earnings growth of 20.9% per year, outpacing the US market average of 16%. Current net profit margins have compressed to 7.7% from last year's 9.7%, and over the past five years, the company has averaged 12.4% annual earnings growth, despite recent negative momentum. With top-line growth likely but near-term margin pressure evident, investors are weighing this strong outlook against recent softness in profitability. See our full analysis for...