U.S. Software Stock News

First National (FXNC) posted net profit margins of 13.9%, slightly below last year’s 14.5%, with a notable 59.8% earnings growth over the past year that stands in sharp contrast to its five-year average annual decline of -4.5%. Shares are trading at $22.52, which is above the company’s internal fair value estimate of $20.92. The P/E ratio of 17.8x sits well above both industry and peer averages. Despite the backdrop of a significant one-off $6.1 million loss impacting reported earnings,...

Rithm Property Trust (RPT) remains unprofitable, with reported losses that have accelerated over the past five years at a steep annual rate of 60.3%. The company currently trades at a price-to-sales multiple of 22.2x, substantially above both the US Mortgage REITs industry average of 4.2x and the peer group’s 7x multiple. There is no sign of net profit margin improvement or evidence of quality earnings emerging from recent performance. See our full analysis for Rithm Property Trust. Let’s see...

Arrow Electronics (ARW) recorded net profit margins of 1.6%, just below last year’s 1.7%, highlighting continued pressure on profitability. Over the past five years, earnings have declined by 10.2% per year. While forecasts call for 1.7% annual earnings growth and 4.7% revenue growth going forward, both metrics are expected to trail the wider US market. These numbers present a mixed picture for investors, with persistent declines in profit offset by the prospect of steady, if modest,...

Butterfly Network (BFLY) remains unprofitable, but there are notable signs of progress. Losses have been reduced by 8.3% per year over the last five years. Revenue is forecast to grow 15.2% per year, well ahead of the US market average of 10.3%. Investors will likely find the company’s projected revenue trajectory encouraging. However, persistent unprofitability and a steep price-to-sales ratio of 7.7x keep the earnings outlook nuanced. See our full analysis for Butterfly Network. Next, we...

Roku (ROKU) reported continued losses, with its net profit margin showing no improvement and losses increasing at an annual rate of 35.1% over the past five years. Looking ahead, forecasts see earnings growing at 44.17% per year and expect the company to reach profitability within three years. Revenue growth is projected at 10.1% per year, just below the broader US market’s 10.3%. For investors, the big question is Roku’s ability to shift to sustained profitability and whether its lower...

Gaming and Leisure Properties (GLPI) posted a net profit margin of 45.9%, down from 52.4% last year, with earnings growing 10.6% annually over the past five years. Forecasts point to continued 10.4% yearly profit growth. Revenue is set to rise by 4.5% per year, which falls below broader market averages. The company's Price-To-Earnings ratio of 17.6x suggests GLPI is trading at an attractive value compared to industry peers. The current share price of $44.66 is well under the estimated fair...

CubeSmart (CUBE) posted a net profit margin of 34.2%, down from 37.9% a year ago, despite earnings growing at an impressive 20.2% per year over the past five years. However, the latest period saw negative earnings growth, and forward-looking guidance for earnings and revenue growth of 1.9% and 5.7% per year, respectively, lags well behind US market forecasts. With these figures and a share price of $37.67, trading below some analyst fair value estimates, investors are weighing attractive...

Blue Owl Capital (OWL) reported a net profit margin of 1.9% for the twelve months ending September 30, 2025, noticeably down from last year’s margin of 5% as a one-off loss of $317.4 million weighed on the bottom line. Despite this margin dip, Blue Owl has posted an impressive 71.5% annual earnings growth rate over the past five years, and forecasts call for earnings to accelerate by 77.9% per year, far ahead of the broader US market’s expected 15.9% growth. The stock is currently trading at...

Riot Platforms (RIOT) posted revenue growth forecasts of 21.1% per year, more than double the broader US market’s 10.3% annual rate. The company’s net profit margin jumped to 25.7%, a notable increase from last year’s 4%. Earnings growth over the past year surged 1,221.7% compared to its 5-year average of 3.2% per year. Even with these standout numbers, guidance points to earnings dropping in the next three years. This sets up an interesting mix for investors weighing momentum against looming...

Midland States Bancorp (MSBI) remains unprofitable, with losses increasing at an annual rate of 24% over the past five years. However, investors are paying close attention as earnings are forecast to grow by a remarkable 106.16% annually, and the company is on track to reach profitability within the next three years. Revenue is projected to expand at 13.7% per year, outpacing the broader US market. The stock’s current price of $14.64 trades at a notable discount to its estimated fair value of...

Pitney Bowes (PBI) reported net profit margins of 3.9% for the most recent twelve months, slightly lower than last year’s 4.1%, after accounting for a significant one-off loss of $117.8 million. While earnings are forecast to grow 31.8% per year over the next three years, revenue is expected to decline by 1.3% per year. This highlights a diverging trend between profitability and top-line performance. Investors face a mixed bag, weighing robust earnings growth potential against margin pressure...

NiSource (NI) reported revenue growth of 5.3% per year and EPS growth projected at 7.9% annually, both trailing the broader US market rates of 10.3% and 15.9% respectively. Net profit margins saw a slight uptick to 14.1%, and the company’s high quality earnings are further underscored by an impressive five-year annual historical earnings growth rate of 28.2%. Despite these steady gains, shares trade at $42.11, above the estimated fair value of $34.03 and at somewhat elevated price-to-earnings...

GoDaddy (GDDY) posted a net profit margin of 17% for the recent period, a notable compression from the previous year's impressive 40.7%. While current margins have slipped, investors see several bright spots: earnings are projected to climb at 13.93% per year and revenue at 6.2% per year. Given GoDaddy’s five-year annual earnings growth average of 55.8%, these forecasts suggest a moderating but still positive outlook that may test investors' expectations. See our full analysis for...

Cimpress (CMPR) saw its net profit margin shrink to 1%, down from 4.7% the prior year, alongside negative earnings growth over the same period. Looking ahead, Wall Street expects the company’s earnings to climb at an impressive 22.6% per year, which is well above the US market’s 15.9% average. However, revenue growth is set to lag at 4.7% per year compared to the market’s 10.3%. With margins under pressure but forward earnings growth looking strong, investors have a mix of optimism and...

Shenandoah Telecommunications (SHEN) reported ongoing losses, which have accelerated over the past five years at a steep 68.8% annual rate. Revenue is projected to grow at just 5.9% per year, trailing the US market average of 10.3%. With profitability still out of reach for at least the next three years and shares trading above estimated fair value, investors face an earnings story marked by deepening losses and modest and slowing revenue growth. See our full analysis for Shenandoah...

Mechanics Bancorp (MCHB) reported standout earnings growth over the past year, with net profit margins climbing to 29.4% from last year’s 16.3%, and recent earnings up 166.5%, well above its five-year average of 1.1% per year. Revenue is forecast to rise 16.3% per year and earnings are expected to grow 26.5% annually, both outpacing the broader US market’s projections. With a price-to-earnings ratio of 15.3x and a current share price of $13.39, the stock trades below its estimated fair value...

Park Hotels & Resorts (PK) remains unprofitable but has sharply narrowed its losses in recent years, with losses decreasing at an impressive rate of 73.9% per year. Revenue is forecast to grow at 3.5% annually, trailing the broader US market's 10.3% yearly pace. Earnings are projected to jump by 65.36% per year, and PK is set to become profitable within the next three years. For investors, the story is a mix of slower revenue momentum, but a compelling path to profitability supported by an...

Asure Software (ASUR) remains unprofitable, but the company has managed to narrow its losses by an average of 1.3% per year over the past five years. Looking ahead, analysts forecast earnings to grow at a brisk 126.16% annually, with a potential path to profitability within three years. Revenue is expected to outpace the broader US market with 13.5% yearly growth. The real focus for investors is on Asure’s aggressive earnings ramp-up and robust revenue expansion, which are set against a...

Peabody Energy (BTU) is still unprofitable, but the company has trimmed its losses by an average of 41.4% per year over the past five years. Revenue is projected to grow at 9.5% per year, trailing the broader US market’s 10.3% annual pace. Earnings are forecast to surge 80.44% per year, with expectations of reaching profitability within three years. With key growth drivers on the horizon and a current share price of $27.42 well below the estimated fair value of $80.29, investors will be...

Edwards Lifesciences (EW) posted annual earnings growth averaging 4.6% over the past five years, but the most recent period saw negative earnings growth and profit margins dip to 22.8% from 26.1% a year earlier. While earnings are projected to grow at 11.5% annually and revenue at 8.9% per year going forward, both lag behind the broader US market’s anticipated growth. Investors are weighing these slower trends and tightening margins against the company’s premium valuation and reputation for...

Columbia Sportswear (COLM) reported a 0.1% average annual decline in earnings over the past five years, with forecasts suggesting this trend will continue at a pace of 0.7% per year for the next three years. Revenue is expected to grow by 2% per year, well below the broader US market's anticipated 10.3% annual growth. Net profit margins have narrowed to 5.5% from 6.4% last year, signaling continued pressure on profitability. See our full analysis for Columbia Sportswear. Now, let's see how...

Investar Holding (ISTR) has seen its stock gain over 3% in the past month and nearly 12% in the past three months. This track record is catching the eye of investors looking for steady momentum from regional banks. See our latest analysis for Investar Holding. After a strong stretch, Investar Holding’s share price has notched an impressive 1-year total shareholder return of 16.6 percent. This reflects building momentum as confidence returns to regional bank stocks. While the past week was...

First Solar (FSLR) reported earnings growth of 12.2% over the past year, coming in below its robust five-year average of 36.9% per year. Net profit margins stand at 27.7%, lower than last year’s 32.4%. Looking ahead, analysts forecast annual earnings growth of 23.7% and revenue growth of 11.2%, both outpacing broader US market averages. See our full analysis for First Solar. The real test is how these headline figures compare with the market’s prevailing narratives. Some expectations may...

CNB Financial (CCNE) posted a net profit margin of 18.8%, trailing last year’s 22.6%. EPS growth averaged 3.9% annually over the past five years but slipped into negative territory this past year. The current share price of $24.6 sits well below a fair value estimate of $51.07. CCNE trades at a 16.8x P/E ratio, a premium versus sector peers. Forecasts point to robust growth ahead, with expectations for profit and revenue to surge 53.4% and 21.7% per year, respectively. These figures outpace...