U.S. Software Stock News

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...

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...