U.S. Software Stock News

Silicon Motion Technology (SIMO) posted net profit margins of 10.2%, just above last year’s 10.1%, but its earnings have declined at an average rate of 12.4% per year over the past five years. Despite this, analysts expect earnings to rebound strongly with annual growth of 31.18%, outpacing both sector peers and the overall US market. Investors are now weighing this upbeat profit forecast alongside an expected 13.9% yearly revenue growth and recent margin stability as they consider how much...

Heartland Express (HTLD) remains unprofitable, with losses compounding at a rapid 44% annual rate over the past five years. Despite forecasts calling for revenue to grow by 5.2% per year, the company’s growth trails the broader US market’s 10.3% annual pace. This leaves investors to scrutinize both the depth of its losses and the tepid outlook for improvement. See our full analysis for Heartland Express. Next, we’ll see how this set of earnings results stacks up against the most widely...

Strattec Security (STRT) turned heads this earnings season with standout growth numbers. The company has achieved profitability over the last five years, boasting an impressive 17.3% annual earnings growth rate, and its net profit margin climbed to 4.1% from 2.9% a year earlier. Crucially, last year’s earnings surged by 48.3%, well outpacing the multi-year average. The 20.2% annual earnings growth forecast puts it above the US market’s 15.9% expectation. While revenue is projected to rise at...

Alerus Financial (ALRS) reported a sharp turnaround in profitability, with net profit margins climbing to 15.3% from just 4.3% a year earlier. EPS growth was eye-catching at 442.1% compared to last year, but this accelerates off a five-year run rate where earnings have fallen on average by 23.7% per year. Despite the bounce, revenue is forecast to grow only 3.5% annually, which is well behind the broader US market at 10.3%. The company’s share price remains below estimated fair value,...

Amneal Pharmaceuticals (AMRX) has posted a standout earnings outlook, with net income projected to grow at a rapid 80.1% per year for the next three years, far surpassing the US market average of 15.9%. While the company’s revenue is expected to grow at a slower pace of 7.7% per year, recent filings confirm its return to profitability and an improvement in net profit margins compared to the previous year. Amid these results, Amneal’s shares currently trade at $10.82, notably below the...

W.W. Grainger (GWW) finished the period with a net profit margin of 11%, a slight uptick from last year’s 10.9%. Over the past five years, the company’s earnings have grown at an average annual rate of 20.9%, though this most recent year saw growth slow to 5.7%. Looking ahead, projected annual earnings growth of 8.7% and revenue growth of 6.3% both trail the broader U.S. market rates. Shares trade at a Price-to-Earnings ratio of 24.4x, which is above peer and industry averages, while...

Digimarc (DMRC) remains unprofitable and is forecast to stay in the red for at least the next three years. The company has managed to trim its losses by about 1.6% per year over the past five years. Revenue is expected to grow at a modest 5.6% per year, which trails the broader US market’s growth rate of 10.3% per year. Investors will keep a close eye on whether Digimarc can turn incremental improvements into long-term strength, especially as its valuation stays elevated at a Price-to-Sales...

Madison Square Garden Sports (MSGS) reduced its losses at an impressive rate of 43.8% per year over the past five years, but remains unprofitable and is expected to stay that way for at least the next three years. While revenue is forecast to grow at 4% annually, which is well behind the broader US market’s 10.3%, shares are trading at $214.39, a premium against both peer and industry averages. The Price-To-Sales ratio is at 5x compared to 2.5x and 1.6x for peers and the industry,...

Arbor Realty Trust (NYSE:ABR) reported a net profit margin of 28.7%, down from 42.5% the previous year. Earnings have declined slightly by 0.2% per year over the past five years. While the company’s earnings are forecast to grow at an impressive 20% per year, outpacing the US market’s 15.9% projected annual growth, revenue is expected to rise at 7% per year, falling short of the national average. Investors will weigh these growth projections against a recent trend of negative earnings growth...

Forrester Research (FORR) is currently unprofitable, with losses increasing at a steep annual rate of 72.5% over the past five years. Forecasts show the company is not expected to return to profitability within the next three years, and revenue growth is projected at just 0.6% per year. This lags well behind the broader US market’s 10.3% annual rate. In this challenging environment, investors are left weighing the slow growth and deepening losses as key signals in the latest earnings...

Oil States International (OIS) turned profitable in the past year as its net profit margin swung into positive territory, with average annual earnings growth hitting an impressive 89.8% over the last five years. Looking forward, earnings are forecast to rise 19.6% per year, outpacing the broader US market's expected growth rate of 15.9%. However, revenue growth is projected at a slower 4.2% per year compared to the 10.3% US market average. Notably, reported results included a one-off $2.6...

Silvercrest Asset Management Group (SAMG) delivered a mixed set of numbers this period, with earnings forecast to grow at an impressive 31.1% per year, well ahead of the US market’s projected 15.9%. However, revenue growth is expected to trail broader market trends at 6.6% per year, and net profit margins have slipped slightly to 6.6% from 7.1% last year. While the stock trades at $14.14, below its assessed fair value of $16.10 and boasts a low price-to-earnings ratio of 14.1x, investors will...

PriceSmart (PSMT) posted earnings growth of 7.9% over the past year, trailing its five-year annual average of 11.2%. Looking ahead, the company is forecast to grow earnings at 13.1% per year and revenue at 8.9% per year, both slower than the US market averages of 15.9% and 10.3%, respectively. Despite steady net profit margins holding at 2.8%, investors are likely to weigh PriceSmart’s consistent but slower growth against its current valuation and premium share price of $114.94. See our full...

BNCCORP (BNCC) reported a net profit margin of 22.5% for the latest period, up from 20.1% a year ago, with EPS growth of 14% compared to last year. Over the past five years, however, earnings have declined by an average of 48.7% annually. This recent reversal marks a positive shift for the bank. Investors may welcome the improving margins and recent gains, but questions remain about future growth potential and how much value is left to unlock at the current share price of $31.52. See our full...

OneSpan (OSPN) posted a net profit margin of 24.1%, up from 11.7% a year ago, signaling a sharp boost in profitability. Earnings surged 102.4% over the past year, well above the five-year average annual growth rate of 52.1%. The company’s price-to-earnings ratio sits at just 7.5x, notably lower than both the peer average of 39x and the industry average of 34.1x. With the current share price of $11.4 trading well below a discounted cash flow estimated fair value of $23.66, investors may see...

First Business Financial Services (FBIZ) reported an impressive net profit margin of 31.3%, up from 27% a year ago, with annual earnings growth of 31%, outpacing its five-year average growth rate of 13.5%. Despite these strong results, future earnings are forecast to slow to 1.8% per year, trailing behind the broader US market’s expected 15.9%. Revenue is also projected to lag the market at 9.1% growth per year. With a Price-To-Earnings ratio of 8.5x, lower than both peers and the industry,...

Xenia Hotels & Resorts (XHR) delivered standout earnings growth of 133% over the past year, significantly outpacing its five-year average of 68.2% per year. Net profit margin reached 5.2%, up from 2.3% a year ago, as the company transitioned to sustained profitability. The recent numbers, however, are boosted by a one-off $39.2 million gain, making it essential to look beyond the headline figures. See our full analysis for Xenia Hotels & Resorts. The next section will put these results in...

Bancorp (TBBK) has posted impressive profit growth, with earnings climbing at an average rate of 23.4% per year over the last five years and most recently growing 9.9% in the past year. Net profit margins remain elevated at 43.5%, just below last year’s 44%, and reported earnings are considered high quality according to recent filings. With the company trading below its estimated fair value on a discounted cash flow basis and boasting a Price-to-Earnings Ratio of 13.4x, which is well below...

nVent Electric (NVT) reported a net profit margin of 7.7%, which is a notable drop from last year’s 16.4%. The most recent year saw negative earnings growth despite a robust five-year annual earnings growth rate of 28.8%. The current share price stands at $114.35, well above the estimated fair value of $86.96, with the company trading at a Price-To-Earnings Ratio of 71.9x compared to the peer average of 29.9x. Revenue is forecast to grow at 6.3% per year, which lags behind the broader US...

AppFolio (APPF) delivered another quarter of standout growth, with EPS climbing at an annual rate of 17.6% over the past five years and jumping 54.8% in the last year. Net profit margin now sits at 22.5%, up from 17.3% a year ago, and revenue is forecast to rise 17% per year, outpacing the US market. While the company’s topline and profitability metrics are strong, investors are likely weighing future earnings growth, which is expected to slow to 4.4% annually, and the premium valuation in...

Alignment Healthcare (ALHC) remains unprofitable, but has trimmed its losses by an average of 5.1% per year over the last five years. Despite current losses, the company is on track to grow earnings at a robust 61.49% per year and is projected to become profitable within three years. With revenue forecast to rise 20.3% annually, outpacing the broader US market's 10.3% rate, this growth story is underscored by a price-to-sales ratio of 0.9x, which is well below its peer and industry averages,...

LPL Financial Holdings (LPLA) saw earnings climb 19.3% per year over the last five years, but profits fell in the most recent year as net profit margins narrowed to 5.5% from 8.9% previously. Looking ahead, analysts project earnings will accelerate at an impressive 24.5% per year with revenue expected to expand by 13.3% annually, both outpacing the US market averages. Although the current P/E of 36.3x is notably higher than industry peers, the stock’s discounted cash flow estimate suggests...

Hercules Capital (HTGC) reported net profit margins of 50.9% for the twelve months to September 30, 2025, slipping from 57.2% a year earlier. Current results were shaped by a sizable one-time loss of $71.1 million, pulling down earnings headlines despite the company’s strong track record of 8.2% annual earnings growth over the last five years. With forecasts pointing to earnings and revenue growth of 9.5% and 7.8% per year respectively, both coming in below broader US market trends, investors...

COPT Defense Properties (CDP) saw its earnings decline by 5.5% per year over the past five years, but the company turned profitable in the most recent period. Net profit margins improved enough to mark a shift to profitability. Revenue is forecast to grow at 3.5% per year, well below the US market average of 10.3%, and profit growth expectations are similarly modest at just 0.4% per year, both trailing industry trends. As investors consider these results, the key takeaways are the move to...