U.S. Software Stock News

Comcast (CMCSA) reported net profit margins of 18.4%, up from 12.5% a year ago, with earnings surging 51.8% year-over-year, well above its five-year average annual growth rate of 10.8%. While margins and profit growth point to operational strength, the company’s valuation appears compelling to many investors, as it trades at just 4.4x earnings, far below both the industry and peer averages, and beneath some fair value estimates. See our full analysis for Comcast. Next, we’ll see how these...

Ramaco Resources (METC) remains unprofitable, with its losses increasing at an annual rate of 5.7% over the past five years and no improvement in net profit margins during this period. Despite these ongoing challenges, forward-looking estimates point to an anticipated 14.7% annual growth in revenue and a robust 106.45% annual growth in earnings, with profitability forecast within the next three years. For investors, the setup centers on weighing these impressive growth expectations against...

Element Solutions (NYSE:ESI) posted a net profit margin of 9.6%, down from 11% last year, and delivered average annual earnings growth of 9.8% over the past five years, even though its most recent year saw negative earnings growth. Analysts expect ESI’s earnings to accelerate by 28.6% per year moving forward, far outpacing the forecasted 15.7% annual gain for the broader US market. Revenue growth is projected at 6.4% per year. With a share price of $26, below fair value estimates, and a...

Brinker International (EAT) delivered a net profit margin of 7.9%, up from 4.1% a year ago, alongside powerful EPS growth of 138.4%. Over the past five years, profits have climbed at an average rate of 39.4% per year, and the company is now forecasting annual earnings growth of 8.5% and revenue growth of 4.1% going forward. With high-quality earnings and margins trending upward, investors are likely to focus on how these improving fundamentals set the stage for future performance. See our...

Central Pacific Financial (CPF) reported a net profit margin of 25.3%, up from 23.3% a year ago. Earnings grew 15.8% compared to its 5-year average growth of just 1.3%. With the company’s earnings quality strong and profit margins improving, investors are seeing a mix of margin expansion, profit growth, and perceived value. Valuation relative to peers and industry averages remains an influencing factor for future expectations. See our full analysis for Central Pacific Financial. Next, we’ll...

Align Technology (ALGN) has faced a challenging five-year stretch, with reported earnings declining by 28.3% annually and the current net profit margin at 9.5%, down from last year’s 11.1%. Looking forward, earnings are forecast to rebound at an 18.1% annual rate, above the broader US market’s 15.7% projection. However, revenue growth expectations remain muted at 4.8% compared to the market’s 10.3%. Despite the recent margin pressure, investors may find encouragement in forecasts for profit...

Verizon Communications (VZ) posted a net profit margin of 14.4%, doubling from 7.3% the previous year, while earnings reversed a five-year decline with an impressive 102.5% growth over the past twelve months. With earnings forecast to rise 3.19% per year and revenue projected at 1.5% annual growth, investors have plenty to consider as the company’s share price trades at a Price-To-Earnings ratio of 8.3x, well below both the global telecom average and peers. Strong profitability, attractive...

Coca-Cola Consolidated (COKE) has posted robust earnings numbers, with net profit rising at an average rate of 26.5% per year over the past five years, including a 15.6% jump in the latest period. Net profit margin improved to 8.7%, up from last year’s 7.8%, while shares are trading at $132.49, a notable discount to their estimated fair value of $168.96. With high-quality earnings and a price-to-earnings ratio of 18.8x that looks favorable against peer averages, the backdrop for COKE is all...

Carvana (CVNA) reported a net profit margin of 3.4%, a sharp climb from just 0.1% last year. The company has swung to profitability, with earnings growing at a brisk 34.6% per year over the past five years. Recent reported earnings growth surged by 3600%, with revenue and earnings both forecast to outpace the broader US market at 20.9% and 26.5% per year, respectively. See our full analysis for Carvana. The next section puts Carvana’s headline results side by side with the prevailing...

CBIZ (CBZ) reported a one-off loss of $54.6 million in the twelve months leading up to September 30, 2025. This result brought net profit margins down to 3.9% from 7.1% last year and impacted year-over-year earnings. Despite the recent setback, earnings have grown at an average rate of 5.3% annually over the past five years. The outlook for next year is positive, with forecasts calling for earnings growth of 34.8% per year. With the share price trading well below an estimated fair value and...

AerCap Holdings (AER) reported a striking net profit margin of 45.4% with EPS growth over the past year at 49.6%. The latest figures include a one-off gain of $1.5 billion, greatly influencing profits for the period. While the company has become profitable over the last five years, both revenue and earnings are forecast to decline from here. This sets up a challenging backdrop despite current margins. See our full analysis for AerCap Holdings. Next, we’ll see how these headline numbers...

Adamas Trust (ADAM) has turned the corner to profitability, highlighted by a jump in its net profit margin over the past year. Analysts now expect EPS to grow by 44.4% annually for the next three years, even as revenue growth is forecast at just 1% per year, which trails behind the US market average of 10.3%. The combination of newly positive earnings and robust future growth expectations presents investors with a notable shift in the company’s outlook. See our full analysis for Adamas...

Generac Holdings (GNRC) posted high quality earnings this quarter, with net profit margins holding steady at 7.1%, matching last year’s figures. Despite earnings declining at an average rate of 11.3% per year over the last five years, the latest report shows a 6.1% earnings growth over the past year. Earnings are forecast to increase 22% annually from here, outpacing both the expected 8.8% revenue growth and the broader US market’s outlook. The shares currently trade at $165.78, which is...

Phillips 66 (PSX) posted a net profit margin of 1.1%, down from 2.3% a year ago, highlighting recent margin compression. Looking ahead, analysts see earnings growing at 25.9% annually over the next three years, which is above the projected 15.7% annual growth for the broader US market. Despite high-quality earnings and 22.2% annualized profit growth over the past five years, revenue is forecast to decline at a 2.3% annual pace in coming years. This puts the focus on the company’s ability to...

Oatly Group (OTLY) remains unprofitable, with annual losses having worsened at a rate of 10.5% over the past five years. The company’s net profit margin has shown no improvement, and analysts predict Oatly will stay in the red for at least three more years. Despite a price-to-sales ratio of 0.6x that undercuts industry peers, sentiment is tempered by ongoing losses and revenue growth forecast at just 4.4% per year, well below the broader US market’s expected 10.3%. See our full analysis for...

BridgeBio Pharma (BBIO) remains unprofitable, with net losses having grown at an annual rate of 7.3% over the past five years. While the company’s net profit margins have yet to improve, forecasts point to rapid earnings growth ahead as analysts expect earnings to jump 73.17% per year and see BridgeBio turning profitable within three years. Revenue is also projected to accelerate by 42.8% per year, far outpacing the 10.3% growth rate forecast for the broader US market. See our full analysis...

PC Connection (CNXN) posted net profit margins of 2.9%, down from last year's 3.2%, with earnings declining over the past year despite averaging 7.7% annual growth across the previous five years. Looking forward, analysts project annual earnings growth of 12.4% and revenue growth of 4.8%, both trailing broader US market forecasts. With shares trading below some valuation metrics and risk assessments showing no material concerns, investors are turning their attention to whether expected...

Bio-Rad Laboratories (BIO) posted another period of unprofitability, with net losses accelerating at a rate of 51% per year over the past five years. The company is expected to turn profitable within three years as earnings are forecast to grow at a robust 42.12% annually. The price-to-sales ratio stands at 3.2x, which is lower than both the industry and peer averages. An estimated fair value above the current share price of $304.61 may attract investors looking for turnaround potential in...

Chart Industries (GTLS) posted a current net profit margin of 1%, down from 4% the previous year. Results were affected by a one-off loss of $271.4 million, which impacted overall earnings quality. While revenue is expected to grow 8.1% per year, a bit slower than the US market, analysts are projecting a standout 47.1% annual growth in earnings, outpacing the broader market's 15.7% forecast. Investors will be weighing the strong earnings outlook and attractive valuation compared to peers...

Amkor Technology (AMKR) posted a net profit margin of 4.8%, down from 5.7% a year ago, highlighting a period of compressed profitability. Over the past five years, earnings fell by an average of 8.1% per year, but analysts now expect annual earnings growth of 21.75% for the next three years, well ahead of the US market's expected 15.7% growth rate. These strong forecasts have kept sentiment positive despite a slower 7.6% revenue growth outlook, as the market focuses on profit expansion and...

UnitedHealth Group (UNH) posted a 22.9% annual earnings growth, well above its five-year CAGR of 2.6%, and boosted net profit margins to 4% from last year's 3.6%. Looking ahead, the company’s earnings are forecast to rise 8.3% per year and revenue by 4.3% per year, both trailing broader US market growth rates. Investors will note these margin improvements as a bright spot, but will also weigh them against the slightly slower projected future growth. See our full analysis for UnitedHealth...

MGP Ingredients (MGPI) remains unprofitable, with net losses rising at an annual rate of 9.1% over the past five years and revenue forecast to decline 2.6% per year for the next three years. Even so, earnings are projected to jump 85.22% per year, with profitability expected within three years and the stock currently trading at $24.19, significantly below an estimated fair value of $32.21. As investors weigh these results, the focus will likely fall on MGPI's path to profitability and the...

Magnolia Oil & Gas (MGY) is forecast to grow earnings by 8.2% per year, while revenue is expected to increase at an annual rate of 5.3%. The company’s current profit margin stands at 25.6%, down from 28.5% last year. Over the past five years, Magnolia has transitioned to profitability with annual earnings growth of 30.5%. Investors are likely taking note, as the stock trades at $22.41 per share, a Price-to-Earnings ratio of 12.3x, and high earnings quality even though recent earnings growth...

Blackstone Mortgage Trust (NYSE:BXMT) posted an earnings turnaround, with EPS now in positive territory after previously falling by 38.5% per year over the past five years. Annual earnings are forecast to jump 40.7% for the next three years, while revenue growth is set at 4.9% per year, trailing the broader US market’s 10.3% pace. Investors will be weighing this return to profitability and robust growth expectations against high valuation multiples and ongoing concerns about financial...