U.S. Software Stock News

OneSpan (OSPN) posted a net profit margin of 24.1%, up from 11.7% a year ago, signaling a sharp boost in profitability. Earnings surged 102.4% over the past year, well above the five-year average annual growth rate of 52.1%. The company’s price-to-earnings ratio sits at just 7.5x, notably lower than both the peer average of 39x and the industry average of 34.1x. With the current share price of $11.4 trading well below a discounted cash flow estimated fair value of $23.66, investors may see...

First Business Financial Services (FBIZ) reported an impressive net profit margin of 31.3%, up from 27% a year ago, with annual earnings growth of 31%, outpacing its five-year average growth rate of 13.5%. Despite these strong results, future earnings are forecast to slow to 1.8% per year, trailing behind the broader US market’s expected 15.9%. Revenue is also projected to lag the market at 9.1% growth per year. With a Price-To-Earnings ratio of 8.5x, lower than both peers and the industry,...

Xenia Hotels & Resorts (XHR) delivered standout earnings growth of 133% over the past year, significantly outpacing its five-year average of 68.2% per year. Net profit margin reached 5.2%, up from 2.3% a year ago, as the company transitioned to sustained profitability. The recent numbers, however, are boosted by a one-off $39.2 million gain, making it essential to look beyond the headline figures. See our full analysis for Xenia Hotels & Resorts. The next section will put these results in...

Bancorp (TBBK) has posted impressive profit growth, with earnings climbing at an average rate of 23.4% per year over the last five years and most recently growing 9.9% in the past year. Net profit margins remain elevated at 43.5%, just below last year’s 44%, and reported earnings are considered high quality according to recent filings. With the company trading below its estimated fair value on a discounted cash flow basis and boasting a Price-to-Earnings Ratio of 13.4x, which is well below...

nVent Electric (NVT) reported a net profit margin of 7.7%, which is a notable drop from last year’s 16.4%. The most recent year saw negative earnings growth despite a robust five-year annual earnings growth rate of 28.8%. The current share price stands at $114.35, well above the estimated fair value of $86.96, with the company trading at a Price-To-Earnings Ratio of 71.9x compared to the peer average of 29.9x. Revenue is forecast to grow at 6.3% per year, which lags behind the broader US...

AppFolio (APPF) delivered another quarter of standout growth, with EPS climbing at an annual rate of 17.6% over the past five years and jumping 54.8% in the last year. Net profit margin now sits at 22.5%, up from 17.3% a year ago, and revenue is forecast to rise 17% per year, outpacing the US market. While the company’s topline and profitability metrics are strong, investors are likely weighing future earnings growth, which is expected to slow to 4.4% annually, and the premium valuation in...

Alignment Healthcare (ALHC) remains unprofitable, but has trimmed its losses by an average of 5.1% per year over the last five years. Despite current losses, the company is on track to grow earnings at a robust 61.49% per year and is projected to become profitable within three years. With revenue forecast to rise 20.3% annually, outpacing the broader US market's 10.3% rate, this growth story is underscored by a price-to-sales ratio of 0.9x, which is well below its peer and industry averages,...

LPL Financial Holdings (LPLA) saw earnings climb 19.3% per year over the last five years, but profits fell in the most recent year as net profit margins narrowed to 5.5% from 8.9% previously. Looking ahead, analysts project earnings will accelerate at an impressive 24.5% per year with revenue expected to expand by 13.3% annually, both outpacing the US market averages. Although the current P/E of 36.3x is notably higher than industry peers, the stock’s discounted cash flow estimate suggests...

Hercules Capital (HTGC) reported net profit margins of 50.9% for the twelve months to September 30, 2025, slipping from 57.2% a year earlier. Current results were shaped by a sizable one-time loss of $71.1 million, pulling down earnings headlines despite the company’s strong track record of 8.2% annual earnings growth over the last five years. With forecasts pointing to earnings and revenue growth of 9.5% and 7.8% per year respectively, both coming in below broader US market trends, investors...

COPT Defense Properties (CDP) saw its earnings decline by 5.5% per year over the past five years, but the company turned profitable in the most recent period. Net profit margins improved enough to mark a shift to profitability. Revenue is forecast to grow at 3.5% per year, well below the US market average of 10.3%, and profit growth expectations are similarly modest at just 0.4% per year, both trailing industry trends. As investors consider these results, the key takeaways are the move to...

Ally Financial (ALLY) reported a net profit margin of 5.1%, down from last year's 9.2%, as a one-off loss of $423.0 million weighed heavily on the trailing twelve months through September 30, 2025. Over the last five years, earnings have dropped by 31.7% per year, with margin compression and another year of negative earnings growth now on record. Looking forward, investors have reason to watch closely as earnings are forecast to grow at 38.7% per year, well ahead of the US market's average...

Healthcare Realty Trust (HR) remains unprofitable, with net losses deepening at a rapid 70.2% annual rate over the past five years. Revenue is expected to rise just 0.4% per year, well below the broader US market’s 10.3% average. Despite these profitability constraints, the share price stands at $17.72 and trades at a discount to a calculated fair value of $23.74, leaving investors weighing modest growth against valuation upside. See our full analysis for Healthcare Realty Trust. Next up,...

Bausch + Lomb (BLCO) reported ongoing net losses that have accelerated at a rate of 53.3% per year over the past five years, reflecting continued unprofitability with no improvement in net profit margin during the period. Despite these challenges, earnings are forecast to grow sharply at 71.13% per year, with profitability expected within the next three years. This is considered an above-average outlook compared to the broader market. Revenue growth is set at 4.9% per year, slower than the US...

Federal Realty Investment Trust (FRT) booked a net profit margin of 27.2%, up from last year's 24%. The company delivered earnings growth of 20.1% over the past year, comfortably beating its five-year average growth of 10.1%. The recent $79.4 million one-off gain inflates the latest results, but investors will note the backdrop of consistent annual profit growth at 10.1% and a stock that trades at a discount to its sector on key valuation metrics. See our full analysis for Federal Realty...

American Electric Power Company (AEP) reported annual earnings growth of 38.8%, well above its five-year average of 8.2%, as net profit margins climbed to 17.2% from 13.5% the previous year. Looking ahead, AEP’s earnings are forecast to grow 7.03% per year, while revenue is expected to expand at 6.8% per year. Both rates trail behind the broader US market. Investors are weighing a strong run of profit and margin expansion against concerns about AEP’s financial position and the sustainability...

TFS Financial (TFSL) posted a net profit margin of 26.5%, edging above last year's 26% and highlighting consistent profitability. Earnings grew 2.9% over the past year, outpacing the company's five-year annual average of 0.4%. With profit margins remaining stable and growth present, investors are likely weighing these positives against ongoing questions about high valuation and the sustainability of current dividends. See our full analysis for TFS Financial. Next, we will see how this latest...

Hanover Bancorp (HNVR) is forecasting revenue growth of 19.8% per year and EPS set to rise by a robust 60.6% annually, both figures outpacing the broader US market's expectations. Even so, the company's current net profit margin has edged down to 16.1% from last year's 19.2%, and over the past five years, earnings have grown at a rate of 4% per year. With shares trading below an estimated fair value and no major risks currently identified, investors are likely taking notice of the combined...

Perimeter Solutions (PRM) has just reached profitability for the first time in the past year, making direct comparisons with its five-year average annual earnings growth of 36.7% less relevant. While the company’s revenue is projected to grow at just 1.4% per year, lagging behind the broader US market’s 10.3% growth rate, its earnings are currently considered high quality and there has been no substantial insider selling this past quarter. Investors face the choice of weighing the stock’s...

Amazon.com (AMZN) delivered standout numbers over the past year, with earnings growth of 53.4% compared to its five-year average of 30.9% per year. Net profit margins hit 11.1%, up from 8% last year, and earnings are forecast to grow at an annual pace of 15.17%. The stock is currently trading at $244.22, below the estimated fair value of $275.88. The ongoing combination of strong historical growth, rising margins, and forward-looking earnings forecasts sets the tone for how investors might...

Ryan Specialty Holdings (RYAN) posted robust earnings growth of 20% per year over the last five years, and now forecasts indicate an eye-catching acceleration to approximately 72% growth per year ahead, which is well ahead of the US market and industry averages. Despite lower net profit margins at 3.1% compared to last year’s 4.4% and a sizeable one-off loss of $133.5 million this period, revenue is projected to climb at 14.5% per year, handily beating the broader market’s 10.3% pace. The...

OneMain Holdings (OMF) posted a net profit margin of 24.1%, up from 23.2% last year, as earnings grew 13.7% over the past twelve months. This is well ahead of its five-year average decline of -15.8% per year. Looking ahead, analysts expect earnings to accelerate at 21.4% annually for the next three years, outpacing the broader US market forecast of 15.9% per year. However, revenue growth is projected to trail the market at 7.5% per annum versus 10.3%. With margins expanding and a...

Extreme Networks (EXTR) has turned the corner to profitability, with its net profit margin swinging into positive territory over the past year. Although the company averaged -8.1% annual earnings growth over the last five years, forecasts now see earnings surging by 41.4% per year, well outpacing the broader US market’s 15.9% expected growth rate. Revenue, meanwhile, is projected to grow at a more modest 7.7% per year, trailing the 10.3% market average. Shares currently trade at $19.02,...

Portland General Electric (POR) is expected to grow earnings by 10.07% annually, with revenue projected to increase 5.3% a year, just below the US market’s 10.3% pace. The company’s longer-term record shows earnings growth of 13% per year over the last five years, but its most recent net profit margin narrowed to 8.4% from 9.2%. Reported earnings have turned negative in the past year. Investors now have to weigh these results against a 17x price-to-earnings ratio and the company’s noted track...

Church & Dwight (CHD) reported net profit margins of 8.7%, down from last year’s 13.4%, and earnings have averaged an 8.1% yearly decline over the past five years. The recent period was marked by a one-off loss totaling $408.1 million. While earnings are forecast to rise 6.7% per year, this growth is notably slower than US market averages. Shares are trading at a price-to-earnings ratio of 40.7, which is well above both industry and peer averages. The premium now hinges on the company’s...