U.S. Software Stock News

CommScope Holding Company (COMM) has returned to profitability over the past year, despite reported earnings growth averaging -1.6% annually for the last five years. Margins have moved from negative to positive, though the latest results include a notable $98.4 million one-off loss that impacted the bottom line. Revenue is projected to climb at 9.1% per year, a pace that trails the broader US market's 10.3% outlook. Shares currently trade at $16.84. See our full analysis for CommScope Holding...

Kirby (NYSE:KEX) posted a net profit margin of 9.2% for the latest period, slightly down from last year's 9.4%. The company saw its earnings contract over the past twelve months, reversing a strong five-year track record of 56.7% annualized earnings growth. Kirby is now expected to grow earnings at 7.4% per year going forward, trailing the broader US market's 15.7% pace. Despite solid historical profitability and high-quality earnings, forward-looking growth rates and recent compression in...

Stepan (SCL) reported that earnings have declined 26.1% per year over the last five years, and its current net profit margin is 2%, slightly below last year's 2.1%. Revenue is forecast to rise 5.3% annually, which trails the broader US market growth rate of 10.3%. However, earnings are projected to surge 53.4% per year, far ahead of the US average forecast of 15.7%. With valuation multiples below both industry and peer averages, investors may see recent trends as a setup for potential upside...

Essex Property Trust (ESS) posted standout numbers in its latest report, with earnings climbing 54.1% over the past year and averaging an annual growth rate of 10.5% over the last five years. Net profit margins surged to 44.3% this year, up from 31.4% last year. However, this jump was influenced by a $568.3 million one-off gain, which plays a key role in the comparison. As investors weigh the headline figures, attention is turning to both the quality of underlying profits and Essex’s...

United Therapeutics (UTHR) reported net profit margins of 40.7%, edging up from last year’s 40.3%. Over the past five years, earnings rose at a robust 22.8% annual rate, but most recent profit growth slowed to 14.5%. With analysts forecasting 10% annual earnings growth and revenue set to expand 9.4% per year, both metrics are tracking a bit below the wider US market outlook. Strong profitability, solid margins, and a Price-To-Earnings ratio of 16.1x, which is under both industry and peer...

Virtu Financial (VIRT) posted a net profit margin of 14.7%, a jump from last year’s 9.2%, fueled by extraordinary earnings growth of 130.6% over the past twelve months. This marks an impressive turnaround from its five-year average annual earnings decline of 20.3%. However, with revenue expected to decrease by 12.9% per year and earnings only projected to edge up by 0.5% annually over the next three years, forecasts remain cautious relative to the broader market. Investors may see value in...

Saia (SAIA) reported that annual earnings have grown at a healthy 15.5% over the last five years, but slipped into negative growth in the most recent year, with profit margins dropping to 9% from 12.3% previously. Despite this, shares recently traded at $283.47, which is below an internal fair value estimate of $390.26. Consensus forecasts are calling for impressive annual earnings growth of 20.15% moving forward, well ahead of the broader US market’s 15.7% growth pace. With net profit...

Baxter International (BAX) is currently posting yearly losses, with net losses increasing at a rate of 28.8% per year over the past five years. Looking ahead, analysts expect the company to swing back to profitability within three years, projecting earnings to grow rapidly at 35.21% per year, while revenue growth is expected to lag at only 2.5% per year. This figure is well behind the broader US market's expected 10.3% annual revenue growth. With shares trading at $19.16, significantly below...

Crocs (CROX) posted net profit margins of 5.7%, a sharp drop from 20% last year, after absorbing a one-off loss of $739.1 million. Over the past five years, the company’s earnings have grown at an average of 12.4% annually. Looking forward, analysts forecast earnings to jump 87.9% per year, even though revenue growth is expected to lag the broader US market. With shares trading at $82.54, well below an estimated fair value of $139.54, and market participants assessing both compressed...

GE HealthCare Technologies (GEHC) delivered a net profit margin of 10.9%, up from 8.6% a year ago, as annual earnings growth surged to 32.3%, far outpacing its five-year average rate of 0.06%. Looking ahead, earnings are projected to grow at 5.6% per year, while revenue is expected to rise at 4.1% per year. Both rates trail the broader US market averages. The combination of expanding margins and favorable value multiples is giving investors plenty to consider this earnings season. See our...

Verra Mobility (VRRM) posted a one-off loss of $98.3 million for the twelve months ending September 30, 2025, resulting in net profit margins falling to 5.4% from 11.6% a year ago. Over the past five years, however, earnings have grown at an impressive 21.9% annual rate and are projected to accelerate by 35% per year moving forward, outpacing US market averages. While lower margins and a dip in reported earnings quality raise some near-term questions, a strong growth forecast and a share...

Golden Matrix Group (GMGI) is currently unprofitable, with losses having grown at an average annual rate of 66.5% over the last five years. Still, the company is forecasting revenue growth of 13% per year, outpacing the broader US market’s expected 10.3% growth, with earnings projected to climb 56.22% annually and potential profitability within three years. See our full analysis for Golden Matrix Group. Next, we will put these numbers head-to-head with the most widely discussed market...

Viasat, Inc. ( NASDAQ:VSAT ) shares have continued their recent momentum with a 33% gain in the last month alone. This...

EMCOR Group (EME) reported net profit margins of 7.1%, up from 6% the previous year, as the company continued delivering high quality earnings. Over the last five years, earnings grew at an impressive 36.9% annually. The most recent year's growth of 33.9% fell just short of this pace. While revenue and earnings are projected to grow at 8.8% and 10.5% per year respectively, both figures lag the broader US market forecasts. This could potentially cap near-term excitement for investors. Strong...

LKQ (LKQ) is forecast to grow earnings by 11.56% per year, with revenue expected to rise 2.8% annually, both trailing the broader US market growth rates. Despite profit margins slipping slightly to 5% from last year’s 5.1% and a 3.1% annual earnings decline over the last five years, the company continues to report high quality earnings. Current forecasts for profit and revenue growth set the stage for cautious optimism among investors heading into the next cycle. See our full analysis for...

DaVita (DVA) reported earnings that are forecast to grow at 7.01% per year, with revenue expected to increase 4.3% annually. Both of these growth rates fall short of broader US market averages. The company’s net profit margin has slipped to 5.8%, down from 6.5% a year earlier, and over the last five years, its earnings have declined by 1.2% per year. Despite these pressures, DaVita’s high reported earnings quality and a share price of $118.75, which is well below the estimated fair value of...

Automatic Data Processing (ADP) posted a net profit margin of 19.8%, slightly above last year’s 19.7%, while earnings growth for the most recent period slowed to 7.5% compared to its 11.2% annual average over the past five years. Forecasts indicate ADP’s earnings are expected to grow at 6.7% per year, with revenue anticipated to rise by 5.3% annually, both projected to lag behind broader US market expectations. With quality earnings and limited risks, investors are focusing on stable margins...

Talkspace (TALK) has turned profitable, with earnings climbing at an annual rate of 29.1% over the last five years. Forecasts point to a 41.2% earnings growth each year ahead. Revenue is expected to rise 16.9% per year, outpacing the broader US market’s 10.3% growth. However, a one-off loss of $1.2 million weighed on the most recent results through September 30, 2025. Trading at $2.9, shares sit below an estimated fair value of $15.82. This has set the stage for ongoing debate about growth...

Old Dominion Freight Line (ODFL) reported that earnings have grown at an average annual rate of 7.9% over the past five years, with future earnings expected to rise by 9.7% per year. Net profit margin landed at 19% this period, down from last year’s 21%. The share price trades at $137.25 compared to an estimated fair value of $99.09. Despite the recent dip in profitability and negative earnings growth versus the prior period, the company is still forecasting continued profit and revenue...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Kraft Heinz (KHC) remains unprofitable, with losses having increased at an average rate of 12.9% per year over the last five years. However, analysts project earnings to grow by 67.72% per year, with the company expected to turn profitable within the next three years. This pace outstrips the average market. Revenue is forecast to rise just 0.7% per year, trailing the US market’s 10.3%. The stock currently trades at $24.58, beneath the estimated fair value of $69.24, and its price-to-sales...

Calix (CALX) remains unprofitable, with earnings growth unable to be compared to its five-year average and losses worsening at a 46.5% annual rate over the past five years. Despite a flat net profit margin and profits that have failed to grow, the company is forecast to achieve 11% annual revenue growth and a sharp 91.94% increase in earnings per year, with profitability expected within three years. Investors are weighing strong future growth prospects against the company’s current high...

The U.S. market has recently experienced mostly positive momentum, with major indices like the Nasdaq and S&P 500 showing gains following strong earnings reports from big tech companies such as Amazon. In this environment of optimism, investors often look for high growth potential in tech stocks that demonstrate robust fundamentals and innovative capabilities to capitalize on emerging trends.

Haverty Furniture Companies (HVT) is set for a sharp turnaround as earnings are forecast to grow at an impressive 90.1% per year, far exceeding the expected 15.7% pace for the broader US market. Despite this robust outlook, net margins have slipped to 2.6%, down from 3.6% last year, and the company has posted annual earnings declines of 21.1% over the past five years. With a revenue growth projection of 6.9% per year that lags the national average, investors face a mixed set of signals as the...