U.S. Software Stock News

Mastercard (MA) posted net profit margins of 44.9%, down from last year’s 46.4%. While earnings have grown at a robust 15% per year over the past five years, the most recent year’s growth of 10.8% came in below that average. Looking ahead, revenue is forecast to grow at 10.1% annually and EPS at 11.1% per year, which trails the broader US market’s projected EPS growth of 15.9%. Despite high quality earnings and a favorable view based on discounted cash flow valuation, the company commands a...

Amarin (AMRN) remains unprofitable with losses accelerating at 30.6% per year over the past five years, while its net profit margin has shown no signs of improvement for the latest reported period. Looking ahead, analysts forecast earnings to grow sharply at 98.63% per year, with the company expected to achieve profitability within three years. This is despite revenue being projected to fall by 15.7% per year over that timeframe. Investors are parsing these results for signs that Amarin’s...

Hawkins (HWKN) saw earnings grow at an average of 17.1% per year over the past five years, but the most recent annual earnings growth slowed sharply to just 1.7%. Net profit margins also dipped to 8%, down from last year’s 8.7%. With revenue now forecast to rise 6.4% per year, which is slower than the broader U.S. market’s expected 10.3% growth, investors are weighing these more modest numbers alongside a Price-to-Earnings Ratio of 37.8x, higher than both its peer average (37.4x) and the...

Monro (MNRO) is currently unprofitable, and its losses have expanded over the past five years at a rate of 27.3% per year. While revenue is projected to grow at just 1.1% annually, which is considerably slower than the US market's 10.3% pace, analysts forecast a remarkable 183.01% annual growth in earnings with profitability expected within three years. Despite recent challenges, investors are watching closely as Monro trades at a favorable price-to-sales ratio of 0.4x and sits well below its...

Chipotle Mexican Grill (CMG) posted earnings growth of 3.5% over the past year, a considerable slowdown from its five-year average of 27.4% per year. Profit margins edged down to 13%, compared to 13.5% a year earlier, while forecasts show earnings are expected to grow at 11.1% per year, which is slower than the broader US market’s 15.9% projection. For investors, the core reward is Chipotle’s track record of long-term outperformance and consistent revenue growth, though recent momentum has...

Emergent BioSolutions (EBS) recently turned profitable, reversing a multi-year trend of losses. However, headline numbers were clouded by a hefty one-off charge of $42.1 million that weighed on reported earnings for the last twelve months. Long-term comparisons remain tough, as the company’s average annual earnings have declined by 40.2% over five years. Current forecasts point to a 53.8% annual drop in EPS and a 1.2% annual revenue dip over the next three years. Despite a price-to-earnings...

Willis Towers Watson (WTW) reported earnings growth forecasts of 8.7% per year with revenue projected to rise 6.5% annually, but the net profit margin for the latest 12 months fell sharply to 1.4% from 11.2% last year. The company’s bottom line was hit by a one-off loss of $1.6 billion, contributing to a five-year earnings decline averaging 27.7% per year. Forward-looking investors are weighing these recent setbacks against signs of moderate growth and an attractive valuation compared to...

Integra LifeSciences Holdings (IART) is currently unprofitable, with losses having widened over the past five years at a rate of 51.4% per year. Despite negative earnings and stagnant net profit margins in the most recent year, the company is projected to return to profitability within the next three years. This forecast is supported by a substantial expected earnings growth rate of 166.84% per year. In this context, investors are paying attention to IART’s discounted valuation relative to...

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...