U.S. Software Stock News

NextEra Energy (NEE) posted a net profit margin of 24.7%, down from 26.5% the previous year. Investors are focusing on a forecasted 9.3% annual revenue growth and an 11.6% earnings growth pace. Both growth rates are below the US market averages of 10.3% for revenue and 15.7% for earnings. The company’s Price-To-Earnings Ratio is now 25.9x, which is roughly in line with peers but higher than the industry average of 21.2x. With a five-year average annual earnings growth of 18.4%, the latest...

Ecolab (ECL) has delivered average annual earnings growth of 18% over the past five years, but the latest results show net profit margins slipping to 12.5% from 13% last year. Looking ahead, analysts expect earnings to grow at 11.5% per year, with revenue rising at 5.1%. This is a pace that is slower than the broader US market. Investors face a blend of stable historical growth and more cautious forward expectations, especially against a backdrop of moderating profit margins. See our full...

Ever wondered if Blackbaud’s stock is hiding untapped value, especially after all the buzz and recent moves in tech? You’re not alone, and today we’re diving in to see what’s really going on with its price tag. Blackbaud jumped 5.4% in the last week and 7.5% over the past month. However, the stock is still down 7.8% this year and 8.5% over twelve months, which suggests changing investor sentiment or the start of a turnaround story. The recent launch of Blackbaud’s new cloud-based solutions...

Wondering whether Viper Energy is a bargain or just fairly priced? You are not alone, as investors across the board are watching closely to see if the stock's current levels mark a buying opportunity. After a rocky start this year, Viper Energy has dropped 25.6% year-to-date and is down 24.5% over the past 12 months. This performance hints at shifting market sentiment and possibly lower risk appetite around the stock. Market attention has been piqued by recent headlines, including strategic...

A. O. Smith (AOS) reported net profit margins of 13.9%, down from last year’s 14.4%, with earnings growth averaging 7.5% per year over the past five years. Despite last year’s earnings contraction, the company’s forecasted annual earnings growth of 6.48% and a share price of $65.58, below an estimated fair value of $90.79, set the stage for investors eyeing value opportunities. With steady quality metrics and favorable valuation, the latest results signal modest growth and reinforce interest...

Camping World Holdings (CWH) remains unprofitable, with losses compounding at a rapid 53.3% per year over the last five years. Looking ahead, analysts see a sharp turnaround, forecasting earnings to grow at an exceptional 187.51% annually and shifting the company into profitability within three years. This is happening even as revenue growth of 5.7% per year trails the wider US market's 10.2% pace. The stock is currently trading at $12.65, well beneath its estimated fair value of $28.50, and...

Wondering whether Semrush Holdings stock is a hidden gem or just another falling knife? Let's dive in and find out if there's real value beneath the surface. The share price has seen some turbulence, dropping 4.1% in the last week and down nearly 38% year-to-date. This signals shifting expectations around growth and risk. Recent headlines have focused on Semrush’s product enhancements, including expansions to their digital marketing platform and new partnerships. These developments have...

Community Healthcare Trust (CHCT) remains in the red, posting another year of losses that have accelerated at an annual rate of 49.5% over the past five years. Despite this track record, the company is guiding for a sharp turnaround with earnings forecast to grow by 55.06% per year and potentially swing into profitability within three years. Revenue is expected to rise 9% annually, which is slightly behind the broader US market’s 10.2% pace. Shares currently trade at $14.43, well below a...

Wondering if Gen Digital could be a smart addition to your portfolio, or maybe just fairly priced in today's market? Let's look at what might set it apart from the pack and whether recent moves suggest an opportunity. The stock has been on a bit of a rollercoaster lately, dipping by 5% over the past week and down 10.2% for the last month. It remains up over 30% in the past five years, which hints at underlying resilience. Recent headlines have kept Gen Digital in the spotlight, with...

Archrock (AROC) posted standout earnings, with profits rising at a 58.3% annual rate over the past five years and surging 83.2% in the latest year, well ahead of its longer-term trend. Net profit margins also improved to 18.3%, up from 13.1% last year, while analysts expect earnings to grow 13.04% per year going forward, a pace that trails the broader US market. Investors see the combination of accelerating profitability, higher margins, and shares trading below fair value as supportive;...

Frontier Communications Parent (FYBR) is still in the red, with losses having accelerated at an average annual rate of 49.9% over the past five years. While revenue is forecast to grow only 2.9% per year, well behind the US market’s 10.2% average, the company's net profit margin has not improved and forecasts suggest ongoing unprofitability for the next three years. Despite trading below its calculated fair value of $93.64 at a recent price of $37.73, FYBR remains relatively expensive against...

PPG Industries (PPG) posted a net profit margin of 8.1%, down from 9.4% in the prior year, with five-year average annual earnings growth at 2.4% and a recent period of negative earnings growth. While earnings are forecast to grow at 11.5% each year, which is below the US market average of 15.6%, analysts project revenue growth of 3.1% per annum, also lagging the market’s 10.2% pace. Despite these headwinds, PPG trades at a price-to-earnings ratio of 17.6x, lower than both its industry peers...

Alkermes (ALKS) reported revenue growth of 7% per year, trailing the broader US market average of 10.2% annually. Net profit margins came in at 22.2%, down from last year’s 25.7%. Earnings are projected to decline at an average rate of 11.1% per year over the next three years. Despite the cautious near-term outlook, the company’s five-year record shows it has become profitable, with historical earnings growth averaging 56.4% per year and a consistent track of high-quality earnings that...

Mirion Technologies (MIR) turned profitable in the past year, posting five-year annualized earnings growth of 34.5% and a forecasted leap of 63.9% per year moving forward. This far outpaces both its own history and the US market's average 15.6% growth rate. Revenue is projected to rise 15.9% annually, topping the US market’s 10.2% rate, even as a one-off $10.8 million loss weighed on recent results. With the share price trading at $29.75, above its estimated fair value, investors are...

Globe Life Inc. recently reported its third quarter 2025 results, posting revenue of US$1.51 billion and net income of US$387.84 million, along with updated guidance indicating expectations for continued earnings growth through 2026. Management credited improved mortality experience and assumption updates for reduced policy obligations, while highlighting advantages in serving lower middle to middle income markets using proprietary data and long-term experience. We’ll explore how Globe...

TETRA Technologies (TTI) has delivered headline-grabbing earnings, with net profit margin soaring to 19.7% compared to just 1.2% last year. Over the last five years, the company has shifted to profitability, compounding earnings at an impressive 73.5% annual rate, and most recently accelerating with a staggering 1601.9% earnings growth in the past year. However, despite these strong numbers, investors face a mixed outlook as revenue growth is expected to lag the broader market at 7.9% per...

Materion (MTRN) reported revenue growth forecasts of 7.6% per year, which lags the broader US market's 10.2% yearly pace. Net profit margins fell to 0.9% from 4.8% in the prior year. The company’s earnings were also affected by a one-off $84.3 million loss. Recent results show negative earnings growth compared to the prior period, despite a five-year average growth rate of 1.6% annually. With profitability under pressure, investors are weighing the outlook as Materion trades below fair value...

Herc Holdings (HRI) is currently unprofitable, but the company cut its losses by 2% per year over the past five years and is forecast to achieve robust revenue growth of 10.6% annually, just above the US market’s 10.2% average. Earnings are projected to climb 48.32% per year, and HRI is expected to reach profitability within the next three years. With these forecasts and a focus on future earnings momentum, many investors may see this as a meaningful pivot point for the company’s performance...

United Parcel Service (UPS) reported that revenue is forecast to increase by 2% per year, lagging the broader US market's projection of 10.3% annual growth. Earnings are expected to rise at 7.57% per year, also trailing the US market average of 15.7%. The company’s net profit margin currently stands at 6.1%, a slight decrease from 6.2% the prior year, and earnings have declined by an average of 2.1% per year over the past five years. Despite the softer growth outlook, some investors may take...

Arcutis Biotherapeutics (ARQT) remains unprofitable but has managed to shrink its losses over the last five years, recording a 3.3% annual rate of improvement. The company’s revenue is projected to grow at 24% per year, notably faster than the US market average of 10.2%. With a negative net profit margin but a favorable Price-to-Sales Ratio of 9.7x, trading well below biotech peers and the broader industry, Arcutis offers a compelling risk and reward setup focused squarely on strong growth...

Sound Financial Bancorp (SFBC) delivered a sharp earnings turnaround this year, with net profit margin climbing to 17.6% from 11.1% a year ago and EPS jumping 74.2% after several years of earnings decline averaging 12.5% per year. Despite this improvement, shares are now trading at $44.05, putting the price-to-earnings ratio at 16.5x. This is above peer and sector averages, and also above an estimated fair value of $39.57. Investors will see robust profit expansion and margin rebound;...

First Community Bankshares (FCBC) reported a net profit margin of 30.1%, down slightly from 30.9% last year. Earnings have grown at an annual rate of 4.4% over the last five years. Looking ahead, the company is forecast to grow revenue at 8.6% per year and earnings at 1.3% per year, both of which trail broader US market projections of 10.2% and 15.6% respectively. While FCBC’s earnings are characterized as high quality, the recent decrease in margins and slower growth outlooks are balanced by...

First Busey (BUSE) saw its net profit margin fall to 16.7% from last year's 25.5%, and over the past five years, the company posted an average annual earnings decline of 4.3%. Despite this recent softness, the market is watching closely, as the current share price of $22.53 sits well below the estimated fair value of $51.05. Future earnings are forecast to grow 43.1% per year, which is far above the US market average of 15.6%. See our full analysis for First Busey. Next, we will see how these...

Xylem (NYSE:XYL) posted a net profit margin of 10.7%, up from 9.9% a year ago, reflecting improved profitability. Earnings have grown at a robust 26.5% per year over the last five years. However, the most recent year’s earnings growth came in at 14.2%, just below its long-term pace. Investors are watching closely as the share price of $152.95 stands above its estimated fair value. The company continues to deliver ongoing profit and revenue growth, balanced against tempered future growth...