U.S. Software Stock News

MYR Group (MYRG) delivered a sharp turnaround in profitability with net profit margins rising to 2.8%, up from 1.1% a year prior, and annual earnings growth surging 155.1% compared to a 5-year average decline of 2.8% per year. Looking forward, analysts expect earnings for the company to increase at an annual rate of 14.6%, alongside 7.2% revenue growth per year. The current P/E ratio of 33.9x sits slightly below industry averages. These results highlight an encouraging improvement in margins...

Microsoft (MSFT) booked annual earnings growth of 12.9% over the last five years, with profits jumping 15.9% year over year and net profit margin reaching 35.7%, just above last year’s 35.6%. Revenue is on track to climb 12.3% per year, ahead of the US market’s 10.3% forecast, while EPS is set to rise at 14.22% annually, slightly behind the broader market’s expected pace of 15.9%. Investors will note the company’s strong and consistent profit margins, but must also weigh its above-industry...

Ever wondered if Perrigo's share price is starting to look like a bargain, or if you might be catching a falling knife? Let's take a closer look at the forces shaping its value and what they could mean for investors hunting for opportunities. Despite a recent dip of 4% this week and being down 20.6% year-to-date, Perrigo has a history of volatility, highlighting shifting market sentiment and changing expectations for the company’s future. News around Perrigo has focused on regulatory updates...

Kimco Realty (KIM) posted standout earnings for the year, with net profit margins surging to 26.7% from 17.8% a year ago and annual earnings growth accelerating to 65.2%, despite the company averaging a 20.5% per year earnings decline over the last five years. While revenue and earnings are projected to grow at about 3.1% per year, slightly below the broader U.S. market average, the company’s profit margin expansion and high quality historical earnings are clear focal points. Investors are...

Entegris (ENTG) reported a robust net profit margin of 9.2%, a clear improvement over last year’s 5.7%, alongside 59.2% earnings growth for the year. Looking forward, the company expects annual earnings to rise 23.19%, well above its five-year trend of declining by 8.7% each year and outpacing the broader US market’s projected 15.7% growth. Investors are taking notice of the momentum, but with shares trading at $87.5 and a Price-to-Earnings ratio of 44.9x, surpassing both the industry and...

Green Brick Partners (GRBK) posted a net profit margin of 15.9%, down from last year’s 17.6%, as the company faced negative earnings growth after five years of averaging a robust 20.5% annual increase. Shares are trading at $66.07, notably above the estimated fair value of $25.71. Its price-to-earnings ratio of 8.6x looks attractive compared to the US Consumer Durables industry average of 10.6x but is higher than the peer average. While historical profitability remains strong, future outlooks...

Antero Midstream (AM) posted a net profit margin of 37.2%, up from 33.9% a year ago, as earnings grew 17.5% over the past twelve months. However, this still trails its five-year average annual growth rate of 23.6%. Looking ahead, earnings are forecast to rise 9.8% per year, while the company is valued at a Price-To-Earnings Ratio of 18.4x. This figure sits above the US Oil and Gas industry average but below its closest peers. Investors will note that the latest results highlight improved...

Restaurant Brands International (NYSE:QSR) posted net profit margins of 9.5%, down from 17% in the prior year, highlighting margin compression year-over-year. While the company’s earnings have grown by an average of 13.6% annually over the past five years, recent results show negative growth and forward-looking forecasts suggest annual earnings growth will slow to 7.76%. Revenue is projected to rise at 3.1% per year, which is notably behind the 10.3% pace of the broader US market. Despite...

MGM Resorts International (MGM) reported net profit margins of just 0.4% for the latest period, falling from last year's 5.2%. The company was hit by a one-off $307.1 million loss. Analysts expect annual earnings to surge 38.7% over the next three years, outpacing the broader US market's projected 15.7% yearly growth. Shares are trading at $30.72, notably below both the estimated fair value of $72.06 and Wall Street price targets. With profitability pressured and significant discounts on the...

UFP Industries (UFPI) is forecasting annual revenue growth of 3.5%, which trails the broader US market’s 10.3% pace. Earnings are expected to grow at 10.89% per year, also below the US market average of 15.7%. The net profit margin narrowed to 4.8% from last year’s 6.4%. Despite a track record of 0.6% yearly earnings growth over five years, the most recent year saw negative earnings growth, signaling persistent headwinds for the business. Still, investors will note that the company’s...

AvalonBay Communities (AVB) reported standout profitability this period, with net profit margins climbing to 38.3% from 29.4% last year and one-year earnings growth hitting 37.9% compared to a five-year average of 4.7% per year. These headline results were boosted by a substantial one-time gain of $425.9 million, which significantly influenced reported earnings for the twelve months ending September 30, 2025. As investors weigh these results, attention will turn to forecasted declines in...

Otis Worldwide (OTIS) posted current net profit margins of 9.4%, lower than the 11.5% recorded last year, and reported that earnings fell over the past 12 months despite an average growth rate of 9% per year over five years. Looking ahead, revenue is forecast to grow at 4.8% per year, lagging the US market’s 10.3% average. Earnings growth is also projected below market at 12.9% versus 15.7%. With shares trading at $92.49, below the estimated fair value of $96.83, investors are weighing...

Whitestone REIT (WSR) posted a net profit margin of 21.7%, nearly doubling last year’s 10.8%, and notched 111.3% earnings growth over the past year compared to its five-year average of 23.5% per year. Shares recently changed hands at $12.95, below the estimated fair value of $14.70, with the price-to-earnings ratio sitting at 19.6x, lower than both sector and peer group averages. While forward earnings and revenue growth are expected to lag the broader market, the company’s headline numbers...

Vanda Pharmaceuticals (VNDA) remains unprofitable, with its losses worsening at a pace of 73.9% per year over the past five years. Looking forward, forecasts point to a potential turnaround, with annual earnings expected to grow 68.52% and the company projected to reach profitability within three years. Revenue growth is also set to outstrip the broader U.S. market, with an annual forecast of 23.1%. A price-to-sales ratio of 1.2x suggests the stock may offer relative value against peers. With...

APi Group (APG) has delivered a standout year, turning profitable and posting annual earnings growth of 27.9%, outpacing the US market’s 15.7% average. Over the last five years, APG’s earnings have climbed by an average of 13.2% per year, and projections call for earnings growth above 20% per year over the next three years. Despite the robust profit momentum and improved net profit margin, shares trade at a steep Price-To-Earnings Ratio of 103.4x. This is well above peers and the wider...

RPC (RES) reported net profit margins of 3.7%, a decline from 7.9% in the previous year, indicating a drop in profitability on a year-over-year basis. Earnings saw negative growth over the last twelve months, and while the company’s earnings are projected to grow at 9.9% per year moving forward, that pace lags the broader US market’s anticipated 15.7% growth. With valuation multiples above industry and peer averages, investors will be weighing this modest growth outlook against the company’s...

TriNet Group (TNET) reported net profit margins of 2.6%, down from 5.3% the previous year, as the company continued to see earnings decline by 8.5% per year over the last five years. The share price trades at $61.23, modestly below the estimated fair value of $63.55, while the company’s Price-to-Earnings Ratio stands at 22.5x, which is lower than the US Professional Services industry average but above its peer average. Despite pressure on margins and trailing profits, earnings are forecast to...

Watsco (WSO) reported a net profit margin of 6.5%, unchanged from last year. Over the past five years, the company’s earnings have grown at an average annual rate of 11%. However, recent figures point to negative earnings growth, making like-for-like short-term comparisons less straightforward. Looking ahead, analysts expect earnings to increase by 8.49% per year and revenue to expand by 4.1% per year, both slower than the broader US market. Even so, Watsco is considered to have high-quality...

Alphabet (GOOGL) delivered standout results this quarter, with revenue forecast to rise 11.1% annually and earnings expected to grow 9.4% per year, both driven by an impressive net profit margin of 32.2%, up from last year’s 27.7%. Over the past year, earnings jumped 31.8%, outpacing the company’s five-year average annual growth of 17.5%. With margins strengthening and profits accelerating, Alphabet continues to post quality growth, even as the annual earnings outlook trails the broader US...

Public Storage (PSA) reported its net profit margins at 35.2%, marking a slight slip from 36.1% a year ago. Over the past five years, earnings have grown by an average of 4% annually, but most recently, earnings trailed that pace, with negative growth compared to last year. Looking forward, analysts expect the company to book annual earnings growth of 7.2% and revenue growth of 3.3% per year, both lagging the broader US market's forecasts. Despite these modest projections, the company is...

California Water Service Group (CWT) reported net profit margins of 13.7%, down from 17.8% a year ago, signaling a drop in profitability. Over the last five years, the company’s earnings have grown at an annual rate of 9.9%, and future earnings are forecast to rise by 12.07% per year, though this pace trails the broader US market’s 15.7% projection. With revenue growth expected at 2.9% per year and margins coming under pressure, investors are contending with a stock that trades at a...

EPR Properties (EPR) reported net profit margins of 22.2%, down from 26.8% a year earlier, as negative earnings growth and a significant one-off loss of $56.9 million weighed on the bottom line. Revenue is expected to rise at just 2.5% per year, well below the broader US market’s 10.3% forecast. In a challenging environment, investors are left weighing the current margin pressures and non-recurring losses against the stock’s valuation, which currently sits below intrinsic estimates by...

OPKO Health (OPK) remains unprofitable, with losses increasing at an annual rate of 25% over the past five years. Despite facing headwinds on the bottom line, the company is forecast to grow revenue at 4.1% annually, trailing the broader US market’s average growth rate of 10.3% per year. Investors are left to weigh persistent losses and slower top-line expansion against valuation indicators that highlight relative value versus peers and the stock’s current trading discount to estimated fair...

Agnico Eagle Mines (NYSE:AEM) posted current net profit margins of 32.6%, notably higher than last year’s 12.9%, with year-over-year earnings growth coming in at an impressive 240.6% compared to its five-year average annual growth rate of 32.1%. Despite this surge in profitability, revenue is forecast to grow at just 2.5% per year, trailing the broader US market’s 10.3% annual projection. Earnings are expected to decline at a rate of -0.4% per year over the next three years. This mix of...