U.S. Software Stock News

NiSource (NI) reported revenue growth of 5.3% per year and EPS growth projected at 7.9% annually, both trailing the broader US market rates of 10.3% and 15.9% respectively. Net profit margins saw a slight uptick to 14.1%, and the company’s high quality earnings are further underscored by an impressive five-year annual historical earnings growth rate of 28.2%. Despite these steady gains, shares trade at $42.11, above the estimated fair value of $34.03 and at somewhat elevated price-to-earnings...

GoDaddy (GDDY) posted a net profit margin of 17% for the recent period, a notable compression from the previous year's impressive 40.7%. While current margins have slipped, investors see several bright spots: earnings are projected to climb at 13.93% per year and revenue at 6.2% per year. Given GoDaddy’s five-year annual earnings growth average of 55.8%, these forecasts suggest a moderating but still positive outlook that may test investors' expectations. See our full analysis for...

Cimpress (CMPR) saw its net profit margin shrink to 1%, down from 4.7% the prior year, alongside negative earnings growth over the same period. Looking ahead, Wall Street expects the company’s earnings to climb at an impressive 22.6% per year, which is well above the US market’s 15.9% average. However, revenue growth is set to lag at 4.7% per year compared to the market’s 10.3%. With margins under pressure but forward earnings growth looking strong, investors have a mix of optimism and...

Shenandoah Telecommunications (SHEN) reported ongoing losses, which have accelerated over the past five years at a steep 68.8% annual rate. Revenue is projected to grow at just 5.9% per year, trailing the US market average of 10.3%. With profitability still out of reach for at least the next three years and shares trading above estimated fair value, investors face an earnings story marked by deepening losses and modest and slowing revenue growth. See our full analysis for Shenandoah...

Mechanics Bancorp (MCHB) reported standout earnings growth over the past year, with net profit margins climbing to 29.4% from last year’s 16.3%, and recent earnings up 166.5%, well above its five-year average of 1.1% per year. Revenue is forecast to rise 16.3% per year and earnings are expected to grow 26.5% annually, both outpacing the broader US market’s projections. With a price-to-earnings ratio of 15.3x and a current share price of $13.39, the stock trades below its estimated fair value...

Park Hotels & Resorts (PK) remains unprofitable but has sharply narrowed its losses in recent years, with losses decreasing at an impressive rate of 73.9% per year. Revenue is forecast to grow at 3.5% annually, trailing the broader US market's 10.3% yearly pace. Earnings are projected to jump by 65.36% per year, and PK is set to become profitable within the next three years. For investors, the story is a mix of slower revenue momentum, but a compelling path to profitability supported by an...

Asure Software (ASUR) remains unprofitable, but the company has managed to narrow its losses by an average of 1.3% per year over the past five years. Looking ahead, analysts forecast earnings to grow at a brisk 126.16% annually, with a potential path to profitability within three years. Revenue is expected to outpace the broader US market with 13.5% yearly growth. The real focus for investors is on Asure’s aggressive earnings ramp-up and robust revenue expansion, which are set against a...

Peabody Energy (BTU) is still unprofitable, but the company has trimmed its losses by an average of 41.4% per year over the past five years. Revenue is projected to grow at 9.5% per year, trailing the broader US market’s 10.3% annual pace. Earnings are forecast to surge 80.44% per year, with expectations of reaching profitability within three years. With key growth drivers on the horizon and a current share price of $27.42 well below the estimated fair value of $80.29, investors will be...

Edwards Lifesciences (EW) posted annual earnings growth averaging 4.6% over the past five years, but the most recent period saw negative earnings growth and profit margins dip to 22.8% from 26.1% a year earlier. While earnings are projected to grow at 11.5% annually and revenue at 8.9% per year going forward, both lag behind the broader US market’s anticipated growth. Investors are weighing these slower trends and tightening margins against the company’s premium valuation and reputation for...

Columbia Sportswear (COLM) reported a 0.1% average annual decline in earnings over the past five years, with forecasts suggesting this trend will continue at a pace of 0.7% per year for the next three years. Revenue is expected to grow by 2% per year, well below the broader US market's anticipated 10.3% annual growth. Net profit margins have narrowed to 5.5% from 6.4% last year, signaling continued pressure on profitability. See our full analysis for Columbia Sportswear. Now, let's see how...

Investar Holding (ISTR) has seen its stock gain over 3% in the past month and nearly 12% in the past three months. This track record is catching the eye of investors looking for steady momentum from regional banks. See our latest analysis for Investar Holding. After a strong stretch, Investar Holding’s share price has notched an impressive 1-year total shareholder return of 16.6 percent. This reflects building momentum as confidence returns to regional bank stocks. While the past week was...

First Solar (FSLR) reported earnings growth of 12.2% over the past year, coming in below its robust five-year average of 36.9% per year. Net profit margins stand at 27.7%, lower than last year’s 32.4%. Looking ahead, analysts forecast annual earnings growth of 23.7% and revenue growth of 11.2%, both outpacing broader US market averages. See our full analysis for First Solar. The real test is how these headline figures compare with the market’s prevailing narratives. Some expectations may...

CNB Financial (CCNE) posted a net profit margin of 18.8%, trailing last year’s 22.6%. EPS growth averaged 3.9% annually over the past five years but slipped into negative territory this past year. The current share price of $24.6 sits well below a fair value estimate of $51.07. CCNE trades at a 16.8x P/E ratio, a premium versus sector peers. Forecasts point to robust growth ahead, with expectations for profit and revenue to surge 53.4% and 21.7% per year, respectively. These figures outpace...

Wondering if International Flavors & Fragrances is a rare value opportunity or a value trap? Let's dig into what the numbers and recent moves might be telling us. The stock has seen some volatility, with a 3.3% gain over the last month but is still down 24.2% year to date and 35.0% over the past year. Market attention has ramped up recently due to buyout speculation and ongoing restructuring efforts designed to streamline operations, fuel efficiency, and restore shareholder confidence. These...

Wondering if Dorman Products is trading at a bargain or if it's already fully valued? You are not alone, as many investors are eyeing this stock with curiosity in today's market. Over the last week, shares dipped by 15.2%, compounding a 13.6% slide over the past month. However, the year-to-date return still holds at a positive 4.4% and 4.9% for the past year, suggesting both volatility and ongoing investor interest. Recent headlines have focused on competitive developments in the auto parts...

Lumen Technologies (LUMN) remains unprofitable, with losses accelerating by 27.5% per year over the past five years. Revenue is projected to decline by 4.2% per year for the next three years, and profit margins have shown no improvement according to the latest figures, with the company continuing to report losses. The main draw for investors is its relatively low Price-to-Sales Ratio of 0.8x; however, this is offset by both a lack of profitability and ongoing share price instability in recent...

LCI Industries (LCII) delivered a notable earnings turnaround this year, with net profit margin rising to 4.5% from 3.5% the prior year and annual earnings growth of 36.8%, marking a sharp reversal from its five-year track record of averaging a 15.1% per year decline. Looking forward, the company sees forecasted earnings growth of 4.18% per year and revenue expected to increase by 3.9% per year. Investors will also note that the stock trades at 14 times earnings, a discount to both industry...

NovoCure (NVCR) remains unprofitable, with net losses increasing at an annual rate of 40.7% over the past five years and no improvement in net profit margins. For investors, the key reward comes from revenue, which is forecast to grow at 12.9% per year, well ahead of the broader US market’s expected 10.3% growth. The trading price of $12.81 sits below its estimated fair value of $60.99. Despite these positives, the company is projected to stay unprofitable for at least the next three years,...

OppFi (OPFI) reported its net profit margin at 1.2%, down from last year’s 2.8%, and has seen earnings decline by an average of 72.6% per year over the past five years. Still, analyst forecasts project annual earnings growth of 123.7% and revenue growth of 28.4% going forward, positioning future results well above typical U.S. market expectations. See our full analysis for OppFi. Next up, we will see how these headline figures match up with the market consensus and narrative, and whether the...

Select Medical Holdings (SEM) just turned a corner with improved net profit margins and has moved into profitability even as its earnings have dipped by 40.6% annually over the past five years. Looking ahead, analysts expect robust annual earnings growth of 35.4%, which is well above the broader US market's 15.9% forecast. However, revenue growth is projected at a slower 8.2% per year. The company’s strong margin improvement and reputation for high-quality earnings offer investors an...

Caterpillar (CAT) reported a 16.39% forecasted annual growth in earnings, outpacing the US market average of 15.9%. Revenue is projected to increase by 5.7% per year, while the company’s current net profit margin is 14.3%, lower than last year’s 16.3%. Although Caterpillar has delivered robust earnings growth averaging 20.7% per year over the past five years, the most recent year saw a dip in earnings and compressed margins. This indicates a shift in profitability dynamics. See our full...

KLA (KLAC) posted a net profit margin of 33.8%, up notably from 28.9% last year, with EPS growth surging 42.8% year-over-year, which is well above its five-year annual average of 12.7%. While forward-looking forecasts point to earnings and revenue growth of 9.88% and 7.8% per year respectively, both trail broader US market expectations, setting a more tempered outlook. Investors may see this as a sign of robust operational efficiency, though the gap between KLAC’s premium share price and its...

Alnylam Pharmaceuticals (ALNY) achieved profitability over the past year, with average annual earnings growth of 27.5% over the last five years. Looking ahead, forecasts anticipate earnings growth of 52% per year and revenue rising by 25.2% annually, both well ahead of US market benchmarks. With recently improved net profit margins, high-quality earnings, and a discounted cash flow valuation that suggests shares are trading below fair value, investors may see this as a compelling growth...

InterDigital (IDCC) delivered an 87.8% jump in earnings over the past year, easily beating its five-year annual average growth rate of 48.1%. Net profit margins climbed to 53.5% from 36.7% a year earlier, highlighting expanded profitability. With high-quality earnings and a share price that trades at an 18.8x P/E, well below industry and peer averages, investors are watching for risks around an expected -25.5% annual drop in earnings and -12.5% annual decline in revenue over the next three...