U.S. Software Stock News

National CineMedia (NCMI) remains unprofitable, but the company has narrowed its losses by an average of 39.6% per year over the past five years, and revenue is forecast to grow annually at 8.6%. Shares trade at $4.42, which is well below an estimated fair value of $23.75 based on discounted cash flow analysis, despite a relatively high price-to-sales ratio of 1.8x compared to industry peers. With two clear rewards in the form of good value and a share price below analyst targets, and no...

Bicycle Therapeutics (BCYC) remains unprofitable, with annual losses worsening at an average rate of 31.4% over the last five years and both its net profit margin and earnings firmly in negative territory. Still, the company stands out for its ambitious growth prospects, with revenue projected to surge 60.5% per year, outpacing the broader US market's expected 10.3% annual growth. For investors, the story centers on whether this aggressive top-line growth can eventually outstrip ongoing...

Cooper-Standard Holdings (CPS) has turned profitable for the first time in years, with earnings growing at an average annual rate of 22.4% over the last five years. Looking ahead, the company’s earnings are forecast to surge at an impressive 109.6% annually, well above the US market's expected 15.9% growth rate. Revenue is projected to grow 5.7% per year compared to the broader market's 10.3%. The positive net profit margin reflects an improving profitability trend, though a one-off $2.8...

Capital Clean Energy Carriers (CCEC) put up big numbers this quarter, with revenue growth expected to hit 23.5% per year and net profit margins jumping to 23.2%, up dramatically from last year’s 2.6%. Earnings are set to grow 12.09% annually, which trails the broader US market’s 15.9% pace. The company just posted an eye-catching 1556.3% increase in earnings over the past year, a sharp turnaround from its previous five-year average decline of 5.4% per year. Against this backdrop, investors...

Ardelyx (ARDX) remains unprofitable but has managed to shrink its losses by 20% annually over the past five years, with the company now on track to achieve profitability within the next three years. Earnings are projected to surge 69.83% per year, while revenue is forecast to climb 20.1% annually, which is more than double the pace of the wider US market's expected 10.3% growth. With a net profit margin still in negative territory, investors are likely to focus on the positive outlook for...

Chegg is making big changes in response to industry shifts, announcing that nearly half of its workforce will be cut. Longtime leader Dan Rosensweig is stepping back in as CEO. Increased competition from AI-powered tools is driving this turnaround. See our latest analysis for Chegg. Chegg’s dramatic restructuring comes after another tough stretch for the stock, which closed recently at $1.06 following a steep multi-month decline. While yesterday’s 11.25% one-day share price jump suggests the...

Rimini Street (RMNI) reported a forecasted annual revenue growth rate of 2.1%, significantly trailing the 10.3% yearly pace projected for the broader US market. The company’s recent swing to profitability comes with a caveat, as the latest profit is heavily influenced by a one-off gain of $31.3 million, making comparisons to previous periods less clear. Despite trading at $3.98 per share, which is below an estimated fair value of $7.07, earnings are expected to decline by about 24% per year...

Owens & Minor (OMI) remains unprofitable, and its losses have accelerated at a rate of 71.9% per year over the past five years. Revenue is expected to decline sharply by 46.5% per year over the next three years, and profit margins continue in negative territory with no sign of improvement. Despite ongoing operational challenges, shares are currently trading below analyst estimates of fair value, which may catch the eye of value-focused investors. See our full analysis for Owens & Minor. Next...

Newell Brands (NWL) reported deeper losses again this year, with net losses compounding at an average rate of 37.4% annually over the past five years and showing no improvement in profit margins. Despite the company’s poor track record, management is forecasting a turnaround with earnings expected to grow 29.16% per year and the business predicted to become profitable within three years. These projections would outpace typical market profit growth rates. Revenue, however, is only forecast to...

Apollo Commercial Real Estate Finance (NYSE:ARI) posted deeper losses for the period, with net losses having widened at an average rate of 40.9% per year over the last five years. The company is forecast to grow earnings by 25.03% per year, and consensus expects ARI to swing to profitability within three years, outpacing the broader market's typical growth rate. Looking ahead, investors will be weighing ARI's ability to deliver on this profit turnaround while margins and revenue growth remain...

Oppenheimer Holdings (OPY) posted a robust year-over-year earnings growth of 42.9%, lifting net profit margins to 6.3%, up from 5% a year ago. Despite this impressive uptick, the company’s longer-term track record shows annual earnings have declined by 21.9% over the last five years. The share price currently stands at $69.76, well above the estimated fair value of $26.45, and the price-to-earnings ratio of 8.4x remains significantly lower than both industry and peer averages. While recent...

Marcus (MCS) has swung to profitability, growing EPS at an average rate of 69.1% per year over the past five years, with earnings now forecast to climb another 43.3% annually. This is far ahead of the US market’s 15.9% growth forecast. Shares trade at $14.4, notably below the estimated fair value of $30.78, while a one-off $6.8 million loss weighed on recent reported results. Investors are now evaluating the prospects for sustained earnings momentum alongside the stock’s relatively high...

Employers Holdings (EIG) posted a net profit margin of 11.4%, down from 13.8% last year, reflecting a modest contraction in profitability. Over the past five years, earnings have declined by 1% annually, and looking ahead, revenue is forecast to shrink at a rate of -1.1% per year, with EPS growth expected at just 0.4% annually, which is well below the broader US market's 15.9% forecast. Despite the tempered growth trends, the company’s high-quality earnings and attractive dividend profile...

Westlake Chemical Partners (WLKP) posted a net profit margin of 4.8%, matching last year’s figure, while the company’s earnings have slipped by 6.7% annually over the past five years. Although revenue is forecast to grow at 7.7% each year, which trails the US market’s 10.3% pace, the shares currently trade at $18.86, notably below the fair value estimate of $49.88. With a Price-to-Earnings ratio of 12.6x, lower than both the industry and peer averages, and ongoing profit declines, investors...

Weave Communications (WEAV) is expected to grow revenue at a 14% annual clip, notably ahead of the broader US market's projected 10.3% rate. Despite steady progress in reducing losses by 13.2% per year over the past five years, the company remains unprofitable and is not forecast to break even within the next three years. With a Price-to-Sales ratio sitting at 2.5x, well below both industry and peer averages, and shares trading at $7.41, which is less than the $11.35 estimated fair value,...

JAKKS Pacific (JAKK) reported net profit margins at 1.3%, a sharp pullback from last year’s 4.8%, as recent profitability turned negative year-on-year despite strong 31% average annual earnings growth over the past five years. Looking ahead, analysts are betting on a rebound with earnings forecast to jump 138.5% annually over the next three years, although revenue is only expected to grow 5.7% per year, trailing the broader US market. Margins have compressed and valuation is looking rich,...

SPX Technologies (SPXC) delivered robust earnings performance with net profit margins rising to 10.4%, up from 9.2% a year ago, signaling tangible improvement in profitability. Earnings have grown 26.6% over the past year, which is below the five-year compound annual growth rate of 29.7%. Forward-looking forecasts call for annual earnings growth of 21.2%, far outpacing the broader US market’s projected 15.9% rate. Revenue is expected to rise by 8.3% annually, below the US average. The...

Westwood Holdings Group (WHG) delivered a sharp turnaround in profitability, reporting net profit margins of 7.5%, up from 3% a year prior, and earnings growth of 165.3% that far outpaces their five-year average growth of 33.3% per year. With the stock trading at a Price-to-Earnings Ratio of 19.3x, notably below both the peer average of 43.6x and the US Capital Markets industry average of 25.6x, investors are seeing a combination of improved profit margins, accelerated growth, and relative...

Invesco Mortgage Capital (IVR) has returned to profitability in the past year, with earnings growing at an impressive 70% per year over the last five years. Net profit margin has improved as the company reports high quality earnings. However, comparing the latest growth rate to the five-year average is difficult because of this recent shift. Investors have taken notice of the stronger bottom line, but questions remain about the sustainability of profits given that revenue is projected to...

NewMarket (NEU) posted another strong earnings report, with net profit margins rising to 17.2% compared to 15.1% a year earlier. Annual earnings have grown by 18.2% over five years, and while the latest year saw a 16.8% increase, that pace is just a touch below the longer-term trend. With shares trading at $767.9, well below the estimated fair value of $1,339.76, and profit margins continuing to improve, investors have plenty to consider as valuation and profitability both look...

Federal Home Loan Mortgage (FMCC) reported that it remains unprofitable, with losses deepening at a steep 48.5% annual pace over the past five years. Revenue is projected to grow at just 2.7% annually, trailing the broader US market’s 10.3% average. Despite continued losses, FMCC’s shares trade at $9.53, notably below the estimated fair value of $54.14. Its low Price-to-Sales Ratio suggests potential value for investors willing to weigh the ongoing operational challenges against valuation...

MasTec (MTZ) posted a striking 272.8% earnings growth over the past year, reversing a five-year average slide of 23.3% per year. Net profit margins expanded to 2.4%, up from last year’s 0.7%. Annual revenues are projected to grow at 8.4%, trailing the broader US market’s 10.3% pace. With earnings expected to outpace the market at 22.7% growth per year for the next three years, investors are eyeing this rapid shift in profitability and the ongoing margin improvement as the biggest story from...

Colgate-Palmolive (CL) reported 2.4% earnings growth over the past year, beating its five-year average growth rate of 2.2% per year. Net profit margin edged up to 14.5% from 14.2% last year, and earnings are projected to grow at 6.8% annually, with revenue expected to climb by 3.3% per year. Both rates trail the broader US market’s growth forecasts. Investors are balancing steady profit and revenue momentum, an appealing dividend, and modest financial risks as they weigh the stock’s...

Werner Enterprises (WERN) reported a net profit margin of 0.8%, down from last year’s 1.5%, and earnings have dropped substantially, with a 29.2% annual decline over the past five years. The company’s price-to-earnings ratio stands at 62x, well above the US transportation industry average of 25.9x. The current share price is $26.20, trading above its estimated fair value of $19.49. Despite recent margin pressures and a one-off gain of $29.7 million distorting the bottom line, investors may...