U.S. Software Stock News

System1, Inc. ( NYSE:SST ) shareholders won't be pleased to see that the share price has had a very rough month...

Insiders who bought US$2.89m worth of Quanterix Corporation's ( NASDAQ:QTRX ) stock at an average buy price of US$5.64...

As you might know, Alkermes plc ( NASDAQ:ALKS ) just kicked off its latest third-quarter results with some very strong...

Those following along with Bridgewater Bancshares, Inc. ( NASDAQ:BWB ) will no doubt be intrigued by the recent...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Aclaris Therapeutics, Inc. ( NASDAQ:ACRS ) shares have continued their recent momentum with a 31% gain in the last...

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

The NCS Multistage Holdings, Inc. ( NASDAQ:NCSM ) share price has softened a substantial 27% over the previous 30 days...

INNEOVA Holdings Limited ( NASDAQ:INEO ) shareholders won't be pleased to see that the share price has had a very rough...

Belden (BDC) reported EPS growth of 14% over the last year, continuing a strong five-year trend of 15.4% annual earnings growth. Net profit margins ticked up to 8.6%, just above last year’s 8.5%. Both earnings and revenue are forecast to grow at 8% and 4.3% per year respectively, trailing the broader US market’s pace. With steady bottom-line expansion and margins remaining stable, recent results position the company as a reliable but slower-growth contender in its space. See our full analysis...

Insight Enterprises (NSIT) posted annual earnings growth of 5.8% per year over the past five years, but saw negative earnings growth and a significant one-off loss of $106.2 million in the latest year. Net profit margins dropped to 1.8% from 3.4% a year earlier. Looking forward, analysts expect earnings to rebound strongly at a projected 19% per year, outpacing the 15.7% forecast for the broader US market. Revenue is anticipated to rise by 6.4% annually, which trails the market average of...

Flex (FLEX) delivered annual earnings growth of 19.4%, outpacing the US market’s 15.7% rate, while maintaining net profit margins at 3.3%, which is unchanged from a year ago. Revenue is projected to grow 5.8% annually, lagging behind broader market peers. However, the company’s five-year track record shows consistent profit growth of 4% per year. Together, these numbers highlight a mix of strong profitability, persistent margins, and a steady performance profile. See our full analysis for...

Farmland Partners (FPI) reported net profit margins of 31%, higher than last year, as the company turned profitable over a five-year period that saw annual earnings growth of 73.3%. The most recent year’s earnings growth surged to 275.5%, but much of this was due to a one-off gain of $61.6 million. This suggests the extraordinary spike is not likely to recur. With the stock trading at a Price-to-Earnings Ratio of 6.8x, far below industry and peer averages, investors may see compelling...

Encompass Health (EHC) reported strong momentum over the past year, with earnings growing 25.1%, well above its five-year average growth rate of 16.1%. Revenue and earnings are both expected to continue rising, with forecasts of 7.8% and 9.44% per year respectively, though these figures trail the broader US market growth. Net profit margins have improved to 9.3%, up from 8.3% last year, further supporting the company's reputation for high-quality earnings. See our full analysis for Encompass...

Diamond Hill Investment Group (DHIL) reported a net profit margin of 31.7%, up from 29% the previous year, and posted 16.3% earnings growth year-over-year. This result is well above its five-year average decline of 5% per year. The company is trading at a Price-to-Earnings ratio of 7.2x, notably below both the US Capital Markets industry average of 25.2x and its peer average of 44.2x. Shares closed at $126.29, which remains under the estimated fair value of $183.16. The combination of...

Cognizant Technology Solutions (CTSH) posted annual earnings growth of 6.9% over the past five years, with EPS now projected to climb 11.78% per year going forward. Meanwhile, annual revenue growth is expected at 4.6%, which trails behind the broader US market's 10.3% pace. Net profit margin has tightened to 10.2% from last year's 11.6%, indicating some margin compression even as the company remains focused on quality results. See our full analysis for Cognizant Technology Solutions. Next up,...

Oshkosh (OSK) is forecasting earnings to grow at 12.8% per year, with revenue projected to rise 5.5% annually. The company’s net profit margin holds steady at 6.4%, matching last year’s performance, and over the past five years, earnings have climbed by an impressive 18.2% per year. Despite a setback with recent negative profit growth, Oshkosh’s high-quality earnings profile and attractive valuation multiples are catching the attention of investors. The stock is trading below analyst price...

Eli Lilly (LLY) delivered robust numbers in its latest earnings, with revenue on track to grow at 12.2% per year and EPS projected to rise by 16.1% annually. The company’s net profit margin jumped from 18.9% to 25.9% over the last twelve months, while EPS growth for the past year hit a striking 88%. With expanding profit margins and expectations for continued strong growth, investors are scrutinizing how sustainable these headline results are given a recent one-off loss of $5.1 billion and a...

Bristol-Myers Squibb (BMY) posted a 7.8% annual earnings growth rate over the past five years and has recently returned to profitability, with net profit margins showing year-over-year improvement. The company’s latest results, however, were marked by a one-off $6.1 billion loss, and forward guidance points to a 6.3% annual decline in revenue and a 2.9% annual decrease in earnings over the next three years. Despite shares trading at $45.62, well below the estimated fair value of $132.29, the...

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...