U.S. Software Stock News

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...

Tiptree (TIPT) delivered an impressive 81.4% annual earnings growth over the past twelve months, with net profit margins rising to 2.8% compared to last year’s 1.6%. While the current share price sits at $17.71, well above the $12.24 analyst fair value estimate, the company’s consistent profitability and margin expansion over the last five years are clear positives for investors. See our full analysis for Tiptree. Next up, we’ll see how these results stack up against prevailing narratives,...

T. Rowe Price Group (TROW) posted a 4.7% increase in earnings over the past year, reversing the average annual decline of 9.1% seen over the prior five years. The company's net profit margin inched up to 28% from last year’s 27.9%. Looking ahead, earnings are projected to grow at 8.9% per year, trailing the broader US market's 15.9% forecasted rate. Investors are weighing TROW’s attractive valuation, strong relative value, and stable margins against concerns about dividend sustainability. See...

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...