U.S. Software Stock News

CoStar Group (CSGP) posted a 13.3% annual revenue growth forecast, outpacing the US market’s projected 10.2% per year. Despite this strong outlook, EPS has declined by 11.6% per year over the past five years, and net profit margin has narrowed to just 0.7%, down sharply from 6.6% a year ago. Looking ahead, earnings are projected to rebound dramatically, with analysts expecting 112% annual growth over the next three years, well above the US market average of 15.6% per year. See our full...

Orion Group Holdings (ORN) has turned profitable in the most recent period, marking a shift from a challenging backdrop that included a negative 16.2% annual earnings growth rate over the last five years. While revenue is forecast to grow at 4.6% per year, trailing the US market’s expected 10.2% rate, the headline results this time around were boosted by a one-off $2.3 million gain, which adds some volatility to the reported earnings. See our full analysis for Orion Group Holdings. The next...

Merchants Bancorp (MBIN) is forecasting earnings growth of 15.3% per year, just shy of the US market average of 15.6%. Revenue is expected to grow at 10.1% annually, while net profit margins have slipped to 33.4% from last year’s 44%. Despite a five-year annual earnings growth rate of 7.6%, the most recent year saw negative growth, and current valuation multiples remain well below industry averages. With no major risks identified and only minor ones reported, investors are weighing the mix of...

CECO Environmental (CECO) reported a net profit margin of 7.2%, a marked improvement over last year’s 2.2%, and posted an eye-catching 333.8% surge in earnings over the past year. The company’s five-year compound annual earnings growth sits at 43.7%. However, it is important to note that a significant one-off gain of $59.8 million inflated the latest results. Looking forward, analysts expect earnings to grow at 3.7% per year, trailing the broader US market’s average. Meanwhile, revenue...

Ever wondered if Xometry is truly worth its ever-climbing share price, or if today's headlines are making it too easy to get swept up in the hype? Xometry's stock price has swung notably lately, with a 3.8% gain over the past week but a 9.6% drop in the last month. It still boasts an impressive 157.6% rise over the past year. Recent news around Xometry has highlighted expanding industry partnerships and strategic deals, fueling investor optimism. Many see these developments as key drivers...

Commvault Systems (CVLT) posted a net profit margin of 7.3%, falling sharply from 19.7% the previous year, signaling a notable decline in profitability. Despite the recent pullback, the company has averaged 53.6% annual earnings growth over the last five years and is forecast to grow earnings by 18.7% and revenue by 11.4% per year, well ahead of wider US market trends. Investors are weighing the strong multi-year growth outlook against weaker recent margins and a lofty price-to-earnings...

Equity Residential (EQR) booked a net profit margin of 37.5%, up from 31.5%, with earnings growth of 24.8% over the last year. This outpaces its 0.7% five-year average. The most recent results included a one-off gain of $691.9 million. Looking forward, revenue is forecast to rise at 4.2% per year, which is below the US market’s expected 10.2% annual pace. Despite a current share price of $58.91 that still trails the $86.18 fair value estimate, analysts remain cautious with a projected 17.9%...

Global Industrial (GIC) delivered net profit margins of 5.1%, a slight improvement from last year’s 4.9%, and posted earnings growth of 4.2% for the year after facing a five-year average decline of 0.8%. Shares are trading at $28.75, which sits well below one estimate of fair value at $49.02. High-quality earnings and lower-than-average valuation multiples are prompting investors to take a second look. With earnings projected to grow at 11.02% per year and no major risks identified, investors...

Booking Holdings (BKNG) delivered a notable earnings performance, with net profit margins at 19.4%, down from 21.8% a year ago, and annual EPS growth essentially flat at 0.2%. This is well below its robust five-year average of 39% per year. Looking ahead, management expects earnings to grow at roughly 20% per year, ahead of the broader US market’s 15.7% annual outlook, while revenue is projected to rise 8% per year compared to the market’s 10.3%. With a track record of outsized gains and an...

Franklin Street Properties (FSP) continues its unprofitable streak, with losses worsening at an annual rate of 57.1% over the past five years. Forecasts indicate further unprofitability ahead. The company’s net profit margin shows no sign of improvement, and with no positive earnings catalysts, recent results offer little near-term relief for investors. This backdrop of growing losses is fueling a cautious market stance as concerns about dividend sustainability and overvaluation remain front...

Eagle Bancorp Montana (EBMT) delivered a notable jump in performance this quarter, with net profit margins climbing to 15.5% from 10.6% last year and annual earnings growth soaring to 59.1%. While forward estimates point to annual earnings expansion of 9.13%, revenue is forecast to dip by 3.3% per year over the next three years. Shares currently trade at $16.04, below estimated fair value on a discounted cash flow basis. With profit momentum, improved margins, and a price-to-earnings ratio of...

IQVIA Holdings (IQV) reported net profit margins of 8.1%, down from 9.2% last year, with last year’s earnings growth turning negative despite a five-year average earnings growth rate of 20.1% per year. Looking ahead, analysts forecast that earnings will grow at 13.99% per year and revenue at 5.3% annually, both of which are slower than the broader US market. For investors, that mixed results picture is complicated further by valuation measures suggesting the stock is attractively priced...

Modine Manufacturing (MOD) reported robust earnings quality with a net profit margin of 6.9%, edging past last year’s 6.6%. Over the past five years, the company has averaged annual earnings growth of 49.9%. However, the latest year’s growth rate of 13.8% trails its recent historic pace. Looking ahead, consensus forecasts are calling for annual earnings growth of 30.6% and revenue growth of 14.7% per year. These projected rates are above US market averages and support a positive longer-term...

ATI (ATI) posted net profit margins of 9.7%, up from 8.9% the previous year. This marks another year of improved profitability as the company continues its multi-year turnaround. Over the past five years, earnings have grown at an annual rate of 66.5%. This year’s annual earnings growth stands at 18.1%, which is lower than the five-year average. Looking ahead, earnings are projected to rise by 14.86% per year. Revenue growth is expected at 6.5% per year, which is slower than the broader US...

Incyte (INCY) reported a dramatic improvement in profitability this quarter, with net profit margins rising to 24.7% from just 0.8% a year ago. The company delivered year-over-year earnings growth of 3,559.2%, far outpacing its five-year annual earnings growth rate of 10.2%. Annual revenue and earnings are expected to grow at 2.1% and 0.7% per year respectively, both trailing broader US market averages. Investors are left to weigh substantial margin gains and attractive valuation against...

CTS (CTS) reported earnings growth averaging 26.3% per year over the past five years, but the most recent year showed just 0.9% growth. This suggests a notable slowdown from historical trends. Net profit margins dipped slightly to 11.2% from 11.5% last year. Looking forward, analysts expect annual earnings growth of 10.2% and revenue to rise 4.5% per year, both of which trail the broader US market's forecasts. The price-to-earnings ratio of 20.3x is below both the peer average of 43.9x and...

TPG RE Finance Trust (TRTX) posted a net profit margin of 37.8%, slipping from last year’s 41.6%, as revenue is set to decline 3.7% annually over the next three years. Yet, management forecasts annual EPS growth of 21.5%, which puts TRTX well ahead of the broader US market’s 15.6% projected pace. Over the past five years, profits have grown at an average rate of 9.8% annually, and the company’s reported earnings remain high quality even as margins narrow. See our full analysis for TPG RE...

Edison International (EIX) delivered a net profit margin of 16.3% for the most recent period, up sharply from 7.6% last year. EPS surged by 123.2% over the past year, extending a five-year trend of 32.6% annual earnings growth. Results were boosted by a one-off gain of $679.0 million. While revenue is forecast to grow at 4.6% per year, slower than the US market's projected 10.2%, the company faces investor questions about the sustainability of its strong recent performance, as earnings are...

American Assets Trust (AAT) posted a net profit margin of 14.1%, up from 12.9% last year, highlighting a clear gain in profitability. Although earnings have grown at 21.6% per year over the last five years, growth slowed to 5.4% most recently and was significantly affected by a one-off gain of $54.5 million reported in the latest twelve months ending September 2025. With a current Price-to-Earnings ratio of 18.8x, which is lower than the peer average but above the global REIT industry, AAT...

Amerant Bancorp (AMTB) has swung to profitability in the past year, now boasting high-quality earnings and a projected annual earnings growth rate of 22.8%, outpacing the anticipated growth for the US market. While revenue is forecast to expand at 7.7% per year, lagging the US market average of 10.2%, AMTB is trading at 10.4x Price-to-Earnings, making it appear attractively valued among US banking peers. Investors have reason to focus on AMTB's improving profit outlook and favorable...

This week’s picks cover:  Why Alphabet’s Anthropic deal could justify a re-rating higher, how Flower Foods' turnaround plans support the >7% dividend yield, and why TMX Group is a reliable high-quality compounder at a fair price.

California BanCorp (BCAL) has posted an impressive 31.1% average annual earnings growth over the past five years and recently shifted to profitability, leading to an uptick in its net profit margin. Still, guidance suggests earnings are forecast to shrink by 2.9% per year for the next three years, while revenue is expected to grow by just 2% annually, which lags the broader US market’s 10.2% growth rate. The company’s high-quality earnings have not escaped investors’ notice as it currently...

Zebra Technologies (ZBRA) delivered a major turnaround this year, posting earnings growth of 34.6% and expanding its net profit margin to 9.7% from 8.2% a year ago. Looking ahead, analysts expect the company’s earnings to grow by 16.2% per year, edging out the broader US market’s 15.6% annual forecast, while revenue is projected to rise 6.8% annually, which is slower than the US market’s 10.2% outlook. With a Price-To-Earnings ratio of 26.8x, which is markedly below peer averages, investors...

Chain Bridge Bancorp (CBNA) is forecasting revenue growth of 20.8% per year, outpacing the broader US market’s 10.2% rate. However, earnings are expected to rise at just 12.3% annually, which lags behind the overall market’s 15.6% pace. Net profit margins have slipped, coming in at 35.1% compared to 41.1% a year ago. The company’s favorably low Price-to-Earnings Ratio of 10.4x and a share price of $29.52, well under the estimated fair value of $114.34, suggest an attractive valuation setup...