U.S. Software Stock News

Omnicell (OMCL) has turned profitable over the past year after a period of declining earnings. Profits are forecast to rise roughly 63.9% annually and revenue is expected to grow by 3.9% per year. Its net profit margins have improved and earnings quality is described as high. The current share price of $33.60 sits below an independent fair value estimate of $41.26, hinting at undervaluation despite a lofty 66.8x P/E ratio versus peers. With the balance of risks tilted towards rewards and...

OGE Energy (OGE) reported earnings growth of 29.8% over the past year, marking a sharp acceleration compared to its five-year average growth rate of 7.1%. Net profit margin improved to 15.3% from last year’s 13.9%, while the stock currently trades at $44.46, above its estimated fair value of $39.11. Investors are weighing the company’s consistent profit growth and valuation against signs of slower future expansion and minor risks to its financial position. The latest margin gains are a...

Thryv Holdings (THRY) remains in the red, with losses escalating at an average annual rate of 64.5% over the past five years. The company’s net profit margin shows no signs of recovery, and this sustained unprofitability continues to cast a shadow over its latest earnings picture. While shares sit at $8.17, well below an estimated fair value of $19.68, the main silver lining is Thryv’s relatively low valuation compared to peers. This offers an intriguing setup for value-driven investors, set...

Rush Street Interactive (RSI) has posted a notable turnaround over the past year, swinging to profitability with net profit margins turning positive and annual earnings climbing at a pace of 15.2% per year over the last five years. Looking ahead, current forecasts call for earnings to grow by 5.3% per year, which is below the broader US market's 15.7% pace. Revenue growth is expected to reach 14.3% annually compared to 10.3% for the market. Against this earnings momentum, investors are...

Franklin BSP Realty Trust (FBRT) delivered a net profit margin of 38.7%, edging out last year's 37.9% margin. Earnings have climbed at an 18.6% annual rate over the past five years and held steady at 18.7% growth in the last twelve months. The company’s price-to-earnings ratio stands at 10.5x, lower than industry and peer averages. This positions FBRT as a value play, even as its $10.24 share price sits above an estimated fair value of $5.85. Investors face a mixed picture as they weigh...

S&P Global (SPGI) delivered 20.7% earnings growth over the past year, a substantial jump compared to its five-year average of 7.7% per year. Net profit margin reached 27.3%, improving on last year's 25%. The company projects earnings growth of 11% annually going forward, with revenue expected to increase by 6.4% per year, though both forecasts trail the broader US market. Investors are balancing robust, high-quality earnings and expanding margins against premium valuation metrics and more...

Orange County Bancorp (OBT) delivered a net profit margin of 28%, down from last year's 33.7%. Over the last five years, earnings grew at an annual rate of 17.8%. However, the most recent year saw negative earnings growth, and forecasts now call for 12.71% annual EPS growth and 7.6% revenue growth, both trailing the broader US market. Despite slower momentum and margin compression, the stock trades below estimated fair value. Analysts note high quality earnings, attractive dividends, good...

Tenable Holdings (TENB) remains unprofitable, but it is on track to achieve profitability within the next three years as earnings are forecast to surge by 70.68% annually. The company has steadily trimmed its losses over the past five years, though net profit margins have yet to see improvement. Investors are watching closely as anticipated profit growth, relative undervaluation, and progress reducing losses combine to set the tone for Tenable’s current earnings season. See our full...

Mister Car Wash (MCW) delivered an improved net profit margin of 8.8%, up from last year’s 7.5%, and posted 25.5% earnings growth over the past year, outpacing its five-year average annual rate of 18.3%. Looking ahead, earnings are forecast to grow by 22.5% per year, faster than the broader US market’s 15.7%, while revenue growth is expected to be a more modest 6.4% per year. With high earnings quality and solid profit growth anticipated, some investors may see a favorable setup, even as MCW...

Reynolds Consumer Products (REYN) is projected to grow earnings by 9.62% and revenue by 1.8% per year. Both rates trail the broader US market’s forecasted 15.7% earnings and 10.3% revenue growth. The company’s net profit margin has softened to 8.2%, down from 10% a year earlier, while earnings have gradually declined by 1.7% per year over the past five years. Shares trade below estimated fair value at $25.56. This reflects a business with limited risks and a reputation for producing...

First Foundation (FFWM) is currently unprofitable, and its losses have worsened at an annual rate of 53.3% over the past five years. With revenue and earnings growth trends both unestablished, and no improvement in net profit margin, the company remains under significant financial pressure. The lack of profit growth means the main takeaway for investors is that risks remain high, with little in the way of established rewards right now. See our full analysis for First Foundation. Next, we will...

Donnelley Financial Solutions (DFIN) reported a net profit margin of 4.3%, significantly lower than last year's 12.1%. Recent results were affected by an $80.7 million one-off loss through September 2025. Despite near-term margin pressure, earnings have grown at a 9.7% annual rate over the past five years and are projected to accelerate sharply, with analyst forecasts calling for 62.2% yearly growth going forward, well ahead of the broader US market. Investors are keeping a close eye on the...

Gannett (GCI) recorded a notable swing to profitability this past year, with its earnings growing at an impressive 68.7% annually over the last five years and a meaningful improvement in net profit margin. The company’s latest twelve-month performance, however, included a significant one-off gain of $25.8 million, which means recent earnings quality may be less robust than the headline figure suggests. Looking ahead, analysts expect annual revenue to contract by 3.1% for the next three years,...

Opera (OPRA) posted robust forecasts in its recent results, with earnings expected to grow 23.8% annually, well above the US market’s 15.7% rate. Revenue is projected to climb 11.6% per year, while the current net profit margin sits at 14%, down from last year’s 35.6%. Over the past five years, earnings have averaged 29.8% annual growth, but the most recent period marked a decline. Against this backdrop, shares trade at $14.53, significantly below the estimated fair value of $48.31, and the...

Hanover Insurance Group (THG) delivered a sharp turnaround in profitability, with earnings growth reaching 72.7% over the past year. This represents a significant difference from its five-year annual average change of -0.09%. Net profit margins climbed to 9.7%, up from last year’s 5.9%. Revenue is forecasted to grow at 4.5% per year, which is below the broader US market’s 10.3% average. Despite expectations for earnings to contract at an annualized rate of -0.2% over the next three years, the...

Coeur Mining (CDE) has turned profitable in the last year, making direct comparisons to its five-year history a bit tricky. Over the past five years, the company posted an impressive annual earnings growth rate of 44.5%. Forecasts now call for its revenue to rise 18.5% per year and earnings to grow 36.9% per year, both outpacing the broader US market. With high quality past earnings and strong growth expected, investors are paying close attention to how these prospects weigh against recent...

Lincoln Electric Holdings (LECO) has averaged 17.6% annual earnings growth over the past five years, but saw negative earnings growth in the most recent year. The company's net profit margin sits at 12.3%, down slightly from 12.5% a year ago. Shares are trading at a price-to-earnings ratio of 25.9x compared to the US Machinery industry average of 24.6x. Looking ahead, revenue is forecast to grow at 5.3% per year and earnings at 8.6% per year, both trailing the market averages. Ongoing profit...

Columbus McKinnon (CMCO) is currently operating at a loss, with losses having grown at an annualized rate of 3% over the past five years. Forecasts call for an impressive turnaround, projecting earnings to grow by 118.25% per year. The company is expected to achieve profitability within three years, even though revenue is anticipated to rise just 3.7% per year, a slower pace than the US market’s 10.3% average. For investors, the flat net profit margins and lack of margin improvement point to...

HF Sinclair (DINO) remains unprofitable, but the company has made steady progress by reducing its losses an average 12.9% each year over the past five years. Looking ahead, analysts expect revenue to grow at 2% and earnings to expand at 13.01% annually. A return to profitability is forecast within three years, which stands out as an above-average pace in today’s market. With earnings growth on the horizon and a premium price-to-sales ratio compared to peers, investors will be watching for...

Escalade (ESCA) posted earnings growth of 9% over the past year, reversing a five-year trend of average annual declines of 22.2%. The company reported a net profit margin of 5.3%, up from last year's 4.5%, with results boosted by a significant one-off gain of $3.9 million that impacts reported profitability. While valuation metrics put Escalade well below both peer and industry price-to-earnings ratios, the results highlight both an improved margin picture and the caution flags investors will...

Lincoln National (LNC) is forecast to grow revenue at 3.5% per year, notably slower than the US market’s 10.3% rate. However, earnings are expected to rise 16.6% annually versus the broader US market’s 15.7% pace, even as net profit margin compressed to 5.8% from 12% a year ago. Against a backdrop of declining earnings averaging -5.4% per year over the past five years and a downtrend in profit margins, this new guidance points to profit growth ahead, but not at a rapid pace. See our full...

Ranpak Holdings (PACK) remains in the red, posting losses that have grown at an annual rate of 10.8% over the past five years. Looking ahead, the company is expected to stay unprofitable for at least three more years, while revenue is forecast to rise at a modest 8.3% annually. This is slower than the US market’s 10.3% pace. Despite trading at a strong value versus peers by Price-To-Sales Ratio (1x compared to 5.2x), profitability continues to lag and net margins have shown no improvement...

Altria Group (MO) saw net profit margins dip to 43.3%, down from 49.9% a year ago. Revenue is forecast to grow at just 0.7% per year, lagging far behind the US market’s 10.3% pace. Annual earnings growth is expected at 2.7%, trailing the market’s average of 15.7%. The company actually posted negative earnings growth most recently after averaging 31.4% per year over the last five years. With growth slowing, investors’ focus may shift toward Altria’s value credentials and the reliability of its...

Howmet Aerospace (HWM) posted eye-catching results, with earnings growing 39.9% per year over the past five years and accelerating to a steep 49.8% in the most recent year. Net profit margins recently climbed to 18.1%, up from last year’s 13.1%. While both revenue and earnings are forecast to continue rising, with revenue set to grow at 8.7% per year and earnings at 14.5%, these rates trail the broader US market’s projections. Investors continue to weigh high-quality, rapid profit growth...