U.S. Software Stock News

Rogers (ROG) remains unprofitable, with losses deepening at a rate of 24% per year over the past five years. Revenue is forecast to grow by 6.4% annually, which is slower than the US market’s projected 10.3% pace. However, the standout is a forecasted 161.37% annual jump in earnings, which could put the company on a path to profitability within three years. With shares trading at $88.27, investors are focused on the potential for above-average profit growth in the near future, even as the...

Long term investing works well, but it doesn't always work for each individual stock. We don't wish catastrophic...

L3Harris Technologies (LHX) reported net profit margins of 7.9%, up from 5.7% a year ago, with earnings growing 42.6% over the last twelve months. This reverses a past five-year annual profit decline of 2.2%. Looking ahead, revenue is forecast to grow at 5.4% per year while EPS is expected to rise 14.6% per year, both trailing behind broader US market averages. Investors are likely to take note of the improving profitability and below-peer valuation, even as revenue growth remains modest and...

Radware (RDWR) returned to profitability over the past year, but the company’s recent twelve-month results were notably influenced by a one-off gain of $5.6 million. Despite the headline profit, RDWR’s earnings have declined at a rate of 20.6% per year over the past five years, highlighting a longer-term downtrend that investors may find concerning. While this shift to profitability signals potential, the underlying trends raise important questions around the quality and sustainability of the...

Broadstone Net Lease (BNL) posted a net profit margin of 22.1% for the twelve months ending September 30, 2025, down from last year’s 36.6%, after absorbing a one-off loss of $42.2 million. Earnings have grown at an average annual rate of 16.3% over the past five years, but recent results show negative growth that does not match up with that longer-term trend. Looking ahead, earnings are projected to rise 8.93% annually, and revenue growth is expected at 4.4% per year. Both figures trail the...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Blackstone...

Garmin (GRMN) reported profit margins of 22.6%, down from 25.5% last year, and earnings have grown by 9.4% per year over the last five years. This year’s earnings growth slowed to 3.6%, trailing its own five-year trend and the expectations set for the broader US market, with both earnings and revenue forecast to rise at 6.4% and 7.1% annually. Investors are now weighing Garmin’s consistent track record and ongoing dividend appeal against the reality of compressed margins and a premium...

The GSI Technology, Inc. ( NASDAQ:GSIT ) share price has done very well over the last month, posting an excellent gain...

IDEX (IEX) posted earnings that are expected to grow 13.2% annually, with revenue forecast to rise 6% per year going forward. While net profit margins stand at 14%, down from 15.3% the previous year, the company has averaged 5.1% annual earnings growth over the last five years but reported negative earnings growth in the most recent period. With no major risks currently signaled and a reputation for attractive dividend attributes, investors are now weighing past quality against recent margin...

Bel Fuse (BELFA) reported a 19% increase in earnings over the past year, trailing its five-year average annual growth rate of 24%. Net profit margins came in at 10%, slightly lower than last year’s 10.4%, while future earnings and revenue are forecast to grow more slowly than the broader US market. With this steady expansion but moderating pace, investors are weighing the historic growth against more tempered future expectations. See our full analysis for Bel Fuse. Next, we will see how this...

Community Health Systems, Inc. ( NYSE:CYH ) just released a solid earnings report, and the stock displayed some...

Wondering what ZTO Express (Cayman) stock is actually worth, whether you already hold shares or are thinking of jumping in? Let’s break down the factors that could unlock real value here. The shares have slid 2.1% in the last week and are down 16.1% over the past year. Over the last three years, they have actually delivered a solid 15.3% return for investors. Recent headlines have centered on China’s e-commerce shipping growth and regulatory environment. This has added both optimism and...

Distribution Solutions Group (DSGR) has shifted into profitability over the past year and now stands out for its forecasted 27.6% annual earnings growth, well ahead of the overall US market. Analysts expect this earnings strength to continue at an annual rate above 20% for at least the next three years. However, revenue growth of 4.1% per year is seen as lagging broader market trends. Investors are likely to weigh these gains in profitability and future growth projections against the...

Evercore (EVR) reported a robust set of headline figures, with earnings surging 64.8% over the past year and net profit margins climbing to 14.9%, up from 11.5% a year ago. Though the share price sits at $291.66, well above a discounted cash flow fair value of $228.54 and exceeding the peer average price-to-earnings ratio, investors will have to weigh these strong short-term results against the fact that earnings have declined by an average rate of 6.7% per year over the past five years. With...

Graham Holdings (GHC) delivered a current net profit margin of 14.8%, a notable step up from 4.8% in the prior period, highlighting improved profitability. Annual earnings growth surged 219.7% in the latest year, easily surpassing the five-year average earnings growth of 13.4%. The setup for investors is compelling: a price-to-earnings ratio of 6.2x sits well below industry and peer group averages, and the shares currently trade at $1,042.66, significantly under the estimated fair value of...

The board of Northwest Bancshares, Inc. ( NASDAQ:NWBI ) has announced that it will pay a dividend of $0.20 per share on...

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...

Janus Henderson Group (JHG) reported annual earnings growth forecasts of 5.15% and revenue growth of 5.8% per year, both trailing the broader US market’s pace. Net profit margins narrowed to 15.8% from 20.8% a year ago, reflecting a notable reduction. Over the last five years, earnings have slid slightly at a rate of 0.1% per year, with the most recent year also showing negative earnings growth. This provides a cautious context for investors as they digest this earnings release. See our full...

Repligen Corporation ( NASDAQ:RGEN ) investors will be delighted, with the company turning in some strong numbers with...

Some Agilysys, Inc. ( NASDAQ:AGYS ) shareholders may be a little concerned to see that the Senior VP & CFO, William...

First Interstate BancSystem (FIBK) reported net profit margins of 24.5%, slightly below last year’s 25.9%. The company has delivered 10% average annual earnings growth over the past five years, and analysts project a sharp 42% annual earnings growth for the next three years. Investors are paying attention not only to the strong historical results but also to the blend of high profit margins, an attractive dividend, and upbeat growth forecasts as key drivers heading into this earnings...

Hubbell (HUBB) delivered another solid year, with earnings growing 14.4% and profit margins climbing to 15.1% from 13.3% a year ago. Over the past five years, earnings have compounded at a robust 21.3% annually, while forecasts call for continued, though more moderate, earnings growth of 7.9% per year and revenue growth of 6.3%. With high-quality earnings, no notable risks on the radar, and valuation appealing by P/E multiples versus peers, the market will weigh sustained profit growth...

Fiserv (FI) reported average annual earnings growth of 25.4% over the past five years, with net profit margins rising to 17%, compared to last year's 15.2%. Earnings climbed 17.8% over the past year, but that is below the longer-term trend, and market expectations are now for 7.2% annual earnings growth going forward. See our full analysis for Fiserv. Next, we will see how those numbers match up to the narratives investors and analysts have been following, and where the latest results might...

Red Rock Resorts, Inc.'s ( NASDAQ:RRR ) dividend will be increasing from last year's payment of the same period to...