U.S. Software Stock News

Independence Realty Trust (IRT) posted a one-off loss of $20.1 million for the twelve months ending September 30, 2025, marking a shift back to profitability after a tough stretch. The company’s earnings have declined by 12.4% per year on average over the past five years. Looking forward, analysts project earnings to fall by 6.1% each year for the next three years. Revenue, meanwhile, is expected to grow by 5.3% annually, which is below the broader US market’s 10.3% rate and puts margin...

BankFinancial (BFIN) posted net profit margins of 4.3%, down sharply from 14.9% a year earlier, highlighting a significant deterioration in profitability. Over the past five years, the company’s earnings have declined at an average annual rate of 8.8%. The stock trades at $11.07, giving it a Price-To-Earnings Ratio of 70.7x, which is well above the peer average of 12x and the US Banks industry average of 11x. Its share price remains higher than the estimated fair value of $8.97. Margins have...

Aptiv (APTV) reported a robust outlook as earnings are forecast to grow 36.8% per year over the next three years, well outpacing the US market’s estimated 15.7% rate. While net profit margin has fallen to 5.1% from last year’s 18.5%, the company has achieved a significant 23% annual earnings growth over the past five years. Revenue growth is expected to be more modest at 5.2% per year compared to the broader US market at 10.3%. The stock currently trades at a price-to-earnings ratio of 17.7x,...

Landmark Bancorp (LARK) posted a notable jump in profitability this quarter, with net profit margins improving to 26.1% compared to 20.2% a year ago, and earnings growth reaching 44.3% year-on-year. Despite that recent surge, the five-year average shows a yearly decline of 11.1% in earnings, setting a backdrop of longer-term caution. Still, the market will be weighing this margin rebound and strong near-term growth against the company’s history of profit declines as investors assess the...

St. Joe (JOE) reported a net profit margin of 19.4%, topping last year’s margin of 18.3%. Earnings accelerated this year, rising 16.5%, which outpaces the five-year average growth rate of 9.5%. Investors are likely to see the stronger profit margins and faster annual earnings growth as positive, especially given the company’s reputation for high-quality earnings. See our full analysis for St. Joe. Next, we’ll see how these headline results compare to the most popular narratives around St...

eBay (EBAY) posted a net profit margin of 20.1%, slightly up from 19.8% in the prior period, with annual earnings growth of 6% that trails its own five-year average of 12.7% per year. Looking ahead, earnings are forecast to grow at 6.43% per year and revenue by 4.8% per year, both pacing behind broader US market estimates. With a price-to-earnings ratio of 17.8x, eBay's valuation appears appealing against its peer group’s 63.6x and the industry average of 21.4x, which may prompt investor...

Meta Platforms (META) reported earnings that have grown by 17.2% annually over the past five years, but recent annual earnings growth slowed to 5.4%, falling below the company’s five-year average. Revenue is projected to grow at 13.7% per year, outpacing the broader US market’s expected rate of 10.3%. Earnings are forecast to rise at 13.8% annually, slightly behind the US market’s 15.9% pace. Net profit margins sit at 30.9%, down from 35.6% last year, reflecting moderating profitability yet...

Scorpio Tankers (STNG) reported net profit margins of 39.2%, down from 47.4% in the previous period. This signals a notable decline in profitability. Over the last five years, earnings have impressively grown by 42.2% annually. However, the most recent year showed negative growth. The bottom line was also lifted by a $116.4 million one-off gain, making the quality of reported earnings a key focus for investors heading into the next period. See our full analysis for Scorpio Tankers. Let’s see...

Vontier (VNT) is forecasting earnings growth of 8.5% per year and revenue growth at 5.5% annually, even as its net profit margin stands at 13%, down slightly from 13.4% last year. Recent earnings have declined, with a five-year average annual decrease of 1.6% and the latest period showing negative earnings growth. This highlights continued margin pressures. Despite this, Vontier’s share price of $38.08 trades well below its estimated fair value of $65.78 and at much lower earnings multiples...

NETGEAR (NTGR) remains unprofitable, with losses accelerating by 29.3% per year over the past five years and net profit margins showing no sign of improvement. Even though revenue is forecast to grow at 5.4% per year, which lags the broader US market’s 10.3% pace, the company is expected to stay in the red through the next three years. Despite these ongoing profitability challenges, shares are trading at $33.89, noticeably below the estimated fair value of $54.44. This may present a...

CCC Intelligent Solutions Holdings (CCCS) reported net profit margins of 0.2%, down from last year’s 2.4%, as a one-off loss of $16.2 million weighed on the latest results. While profit margins have compressed, the company has posted five years of profitability, averaging 32.8% annual earnings growth. Forecasts now call for a sharp 70.2% per year earnings increase alongside an 8.5% revenue growth rate. Both points help set the stage for how investors interpret the gap between recent setbacks...

Capitol Federal Financial (CFFN) posted a net profit margin of 34%, up from last year's 22.9%. While this margin boost is notable, EPS has fallen by an average of 22.4% per year over the past five years. However, the latest 12 months delivered a sharp 79.1% leap in earnings, representing a striking reversal from the long-term decline. With earnings projected to grow 8.5% annually and revenue growth estimated at 8.2%, both trailing the US market average, investors are weighing these healthy...

Tri-County Financial Group (TYFG) posted net profit margins of 18.5%, up from last year’s 17.9%. Earnings grew by 6.5% after several years of decline, and the Price-to-Earnings Ratio sits at 9.8x, which is well below the peer and US Banks industry averages. Management is credited with delivering high quality earnings, making the company’s attractive dividend and value-focused multiples especially notable for investors, despite recent share price volatility and muted growth forecasts. See our...

CVS Health (CVS) posted a mixed year, with revenue growth expected to come in at 4.6% per year, trailing the broader US market’s 10.3%. Analysts see EPS climbing at a robust 40.8% annual pace over the next three years. However, actual results show earnings moving backwards over the past twelve months, a net profit margin that narrowed to just 0.1% from 1.4% a year ago, and a hefty one-off $6.3 billion loss that weighed on reported earnings. For investors, solid future profit growth estimates...

Spok Holdings (SPOK) posted net profit margins of 12.1%, up from 11.2% a year ago, and earnings have surged at a 57.8% annualized pace over the last five years as the company transitioned to profitability. However, this past year’s earnings growth was 10.2%, lagging the longer-term average, and the quality of earnings remains high. As investors digest these results, attention is focusing on Spok’s value proposition and ongoing profitability, with an eye on dividend sustainability. See our...

Eagle Materials (EXP) reported revenue growth of 4.7% per year and expects EPS to increase at 7.6% per year, both below the broader US market’s growth rates. The company’s net profit margin came in at 19.8%, a modest contraction from last year's 21.6%. With earnings growing at a solid 9.5% annually over the past five years and current trading valuations that sit below the peer group average, investors may see a mix of reliable historical performance alongside moderating future growth...

Medallion Financial (MFIN) closed the period with a net profit margin of 12.6%, down from last year's 15%, as the company reported negative earnings growth year over year. Despite this setback, over the past five years Medallion Financial has turned profitable, posting an average annual earnings growth rate of 28.3%. The stock is currently priced at $9.87, which trades well below its estimated fair value of $16.02. Its current Price-To-Earnings ratio of 5.3x stands out as notably lower than...

Stem, Inc. recently reported third quarter 2025 earnings, showing revenue growth to US$38.24 million and a net loss of US$23.79 million, both improved compared to a year earlier; the company also updated its full-year revenue guidance to a range of US$135 million to US$160 million. Compared to last year, Stem recorded a significant improvement in its net income for the first nine months of 2025, turning a net loss into positive income, while narrowing its annual revenue guidance range to...

DTE Energy (DTE) reported earnings growth of 4% this year, which is slower than its five-year average pace of 11.7%. The company’s net profit margin declined to 10.1% from 11.2% a year ago. Earnings are now expected to grow at 8.01% per year while revenue is forecast to rise 3.7% annually, trailing the broader US market’s 10.3% rate. Investors see a mix of steady profits and moderate growth ahead, but the recent margin compression and slightly elevated valuation will remain in focus as the...

LendingTree (TREE) remains unprofitable, with losses having deepened at a rate of 28.9% per year over the past five years. While revenue is projected to grow by 5.3% per year, which is slower than the broader US market's 10.3% rate, earnings are forecast to improve by a robust 34.31% per year. Profitability is expected within the next three years. Investors are keeping a close eye on the company's progress toward profitability, as the focus shifts to anticipated earnings growth despite a...

Agios Pharmaceuticals (AGIO) posted a one-off gain of $1.1 billion, which drove its net profit margins into positive territory for the twelve months through September 30, 2025. Over the last five years, the company averaged 50.6% annual earnings growth, with revenue now forecast to climb 57.2% per year and EPS projected to rise 43.6% annually. Both of these rates are well in excess of the broader US market’s respective rates. Investors will be weighing the strong growth outlook and low...

Laureate Education (LAUR) posted another year of solid progress, with EPS climbing 26.6%. This growth is slower than its rapid 74.2% five-year average, but still marks consistent growth. Net profit margins advanced to 16.4% from 13% previously, reflecting greater operational efficiency and ongoing profitability. Investors will note these steady gains, as well as forecasts for ongoing earnings growth outpacing the broader US market, as key positives in the current report. See our full analysis...

AMERISAFE (AMSF) posted a net profit margin of 16.5%, down from last year’s 18.5%, as earnings have declined by 12.6% annually over the past five years and are forecast to shrink a further 6.4% per year in the next three years. Revenue is expected to grow at just 4.8% per year, lagging the broader US market’s 10.3% pace, while the stock trades at $39.94, notably below the estimated fair value of $55.41. Despite these headwinds and concerns around dividend sustainability, management points to...

DHT Holdings (NYSE:DHT) posted a net profit margin of 37.1%, increasing from 27.7% last year, with earnings accelerating to 23.6% annual growth, well above the five-year average of 8.5%. Revenue is forecast to grow at 6.4% per year while earnings are projected to rise 14.2% annually. Both figures trail the broader US market growth rates, and the stock currently trades at a Price-To-Earnings ratio of 10.5x, notably lower than industry peers and its estimated fair value. With sustained margin...