U.S. Software Stock News

VSE (VSEC) delivered standout results, with earnings up a staggering 125.5% over the past year, far exceeding the five-year average annual growth of 44.5%. Net profit margins climbed to 4.4% from 2.9% a year ago, while the current share price of $182.73 sits well above the estimated fair value of $100.06. The company’s premium price-to-earnings ratio and spotless risk record reflect high confidence in forward growth, as earnings are forecast to rise nearly 30% annually and revenue by 11% per...

Noble (NE) posted a mixed set of results this quarter, with forecasted earnings set to climb 29.65% per year for the next three years. This pace sharply outpaces the broader US market’s 15.6% growth rate. Despite achieving an impressive 72.1% average annual earnings growth over the last five years and recently turning profitable, Noble’s latest year saw both negative earnings growth and a contraction in net profit margins. Net profit margins now stand at 6.9% compared to 19% previously...

NBT Bancorp (NBTB) posted 10.8% earnings growth over the past year, outpacing its own five-year average of just 0.8% annually. Looking ahead, the company is forecasting 11.6% annual revenue growth and a 27.4% earnings jump per year, both ahead of the broader US market's expectations. While the most recent net profit margin slipped to 23.8% from last year's 25.1%, the overall outlook remains constructive as strong growth projections and the current valuation picture support optimism among...

Two Harbors Investment (NYSE:TWO) remains unprofitable but has made significant progress, shrinking its losses by 21.5% annually over the past five years. Forecasts now point to a dramatic turnaround, with earnings expected to rebound at a robust 130.58% per year and a path to profitability within three years. However, revenue is not anticipated for the coming year. With loss reduction underway and strong profit growth in sight, investors are weighing these positives against ongoing concerns...

Kilroy Realty (KRC) posted a notable turnaround in its latest annual results, with earnings jumping 63.3% and net profit margins rising to 28.5% from 17.6% in the prior year. This sharp improvement, fueled by a one-off $133 million gain, follows a five-year period during which earnings declined by an average of 17.1% annually. However, forecasts point to a less optimistic future, with revenue expected to grow just 0.5% per year and earnings projected to decline by 52.3% yearly over the next...

PROS Holdings (PRO) is on a fast track for revenue growth, with projections pointing to an 11.8% gain per year, which beats the broader US market’s 10.1% pace. While the company remains unprofitable for now, earnings are forecast to climb by 99.24% annually over the next three years, and recent results show a steady reduction in losses at an average annual rate of 26.2% over the last five years. With investors eyeing profitability on the horizon and a price-to-sales ratio of 3.2x, well below...

Waste Management (WM) posted net profit margins of 10.3%, down from 12.3% a year ago, showing a contraction in margins. The latest filing also highlighted that while earnings have grown an average of 12% per year over the last five years, the most recent year saw negative earnings growth, breaking that trend. Forecasts call for annual earnings growth of 13.6%, slightly behind the US market forecast, with revenue growth expected to trail the broader market as well. This makes the quality of...

Capital Bancorp (CBNK) booked a powerful earnings trajectory, with net income jumping 53% year-over-year and outpacing its 5-year average growth rate of 4.3%. Current forecasts point to 10.93% annual earnings growth and 10.8% revenue growth, both slightly ahead of the broader US market outlook. Net profit margins widened to 22.4% from last year’s 20.6%, rounding out results that suggest improved efficiency, robust momentum, and a valuation that continues to capture investor attention. See our...

BioMarin Pharmaceutical (BMRN) delivered a net profit margin of 16.8%, up from 11.7% a year ago, with earnings soaring 61.5% over the past twelve months compared to a five-year average annual decline of 8.5%. While revenue is forecast to climb at 6.5% per year, lagging the broader US market’s 10.1% estimate, earnings are expected to accelerate at a 21.3% annual rate, outpacing the market’s 15.6%. The balance of strong profit growth and improved margins, together with a share price of $53.49...

National Research (NRC) saw its earnings decline at an average annual rate of 11.8% over the past five years, with the most recent year showing negative earnings growth. Net profit margin dropped to 11.8%, down substantially from 18.8% in the prior period. This signals compressed profitability and weaker margins as compared to recent years. This leaves investors watching closely to see whether a relatively attractive valuation can offset continuing margin pressure and a challenging trend in...

F5 (FFIV) turned in a robust quarter, with earnings climbing 22.2% year over year, well above the company’s five-year average growth of 19.2% per year. Revenue is projected to grow at 3.9% per year, trailing the wider US market’s 10.1% forecast. Net profit margin improved to 22.4% from last year's 20.1%. With a current share price of $267.58, F5 is trading below its estimated fair value and stands out for its higher-quality earnings and improved profitability, fueling positive investor...

NXP Semiconductors (NXPI) posted an annual earnings growth rate of 20.5% over the last five years, with its latest net profit margin coming in at 17.1%, down from 21% a year earlier. Revenue is projected to rise 7.9% per year, while earnings are forecast to grow even faster at 17.75% annually, outpacing the broader US market's expected profit growth of 15.6%. In this context, NXP's stock is trading just above its estimated fair value but remains below most analyst price targets, underscoring...

Isabella Bank (ISBA) turned in a strong set of earnings, with net profit margin climbing to 23.8% from last year’s 20.5%. Bottom-line growth accelerated sharply as EPS jumped 33% year-over-year, far outpacing the company’s five-year average growth of 2.4% per year. With minimal insider selling, quality earnings, an attractive dividend, and shares priced at $35.39, well below the estimated fair value of $43.18, investors are set to focus on ISBA’s value and income attributes this earnings...

NOV (NOV) posted net profit margins of 4.4%, down from last year’s 12%. Earnings have surged by an impressive 73% per year over the past five years, and NOV has now achieved consistent profitability. While revenue is forecast to grow at a modest 1.2% annually, annual earnings are projected to increase by 9.6%. Investors are weighing the softer margins and dividend sustainability against NOV’s solid history of earnings growth and attractive valuation. See our full analysis for NOV. Next, we...

Daqo New Energy (NYSE:DQ) remains unprofitable, with losses having increased by 29.6% per year over the past five years and no meaningful improvement in profit margin. Despite these continued losses, revenue is forecast to grow at a robust 33.9% annually, far outpacing the broader US market's 10.1% yearly expectation. Earnings are expected to rise by a staggering 109.84% per year. Investors are likely to focus on these rapid growth forecasts as they weigh the company’s ongoing lack of...

FirstSun Capital Bancorp (FSUN) reported a net profit margin of 23.3% for the latest period, slightly down from last year’s 23.9%, alongside annual earnings growth of 7.4%. Over the past five years, FSUN has grown earnings at 17.6% per year, with forecasts pointing to ongoing annual earnings growth of 7.7% and revenue growth of 10.1%. With a Price-to-Earnings ratio of 10.4x, trading below both peer and industry averages, FSUN’s strong earnings quality and relative value stand out. Investors...

FTAI Aviation (FTAI) posted a 23.2% annual earnings growth forecast, eclipsing the US market’s 15.6% growth rate. Revenue is expected to expand at 13.3% per year, ahead of the market’s 10.1%. The company recently tipped into profitability and has managed to expand its net profit margin, but its latest financials were weighed down by a one-off $262 million loss. Over the past five years, annual earnings growth averaged a robust 53.7%, setting a strong backdrop for the future outlook. See our...

Universal Health Services (NYSE:UHS) delivered a standout year, with earnings climbing 34% over the past twelve months, well above its five-year average growth rate of 4.8% per year. Net profit margin improved to 8.1% from last year’s 6.7%, underscoring increasing profitability. While forecasts point to continued earnings and revenue growth ahead, both are expected to trail the broader US market. This keeps the stock’s position as a value play in the sector front of mind for investors. See...

If you’re standing at the crossroads of whether to jump into Ionis Pharmaceuticals stock, you’re not alone. Investors are weighing their options after a period of impressive gains, with Ionis closing at $73.57 and returning 14.8% over the past 30 days alone. Even more eye-catching is that the stock is up a remarkable 112.1% year to date and 85.3% over the last 12 months. Clearly, something has changed in how the market values Ionis. This could be due to a shift in sentiment, a new risk...

Everest Group (EG) saw its net profit margin fall to 3.1%, a steep drop from last year’s 16.7%. Shares now trade at $304.91, well below the estimated fair value of $1,405.68. Looking ahead, revenue is forecast to decline slightly at a -0.1% annual rate over the next three years. However, analysts expect a sharp recovery in earnings, projecting annual EPS growth of 52% and robust profit increases through to 2027. Investors face the challenge of weighing short-term margin pressures against...

Welltower (WELL) posted earnings growth of 4.9% this year, which falls below its solid 9.4% annualized pace over the past five years. Net profit margins slipped to 9.7% from 12.1% a year ago, and shares are currently trading at $179.7, notably above the estimated fair value of $170.23. Despite this, forecasts call for annual earnings growth of 24.4% and revenue to climb 14.5% per year, both comfortably ahead of the broader US market. However, questions remain about elevated valuation...

Hartford Insurance Group (HIG) delivered EPS growth of 17.6% in the most recent year, outpacing its impressive 12.9% per year average over the past five years. Net profit margin strengthened from 11.5% to 12.7%, while the company’s stock is trading well below its estimated fair value and sports a price-to-earnings ratio of 9.7x, lower than both its industry and peer averages. With no material risks flagged and continued momentum in profit and margin, Hartford’s results catch attention for all...

Deciding what to do with Primerica stock right now might feel like staring at a puzzle with a few missing pieces. Over the past year, shares have slid by 4.1%, and they’re down 5.5% over the past month. Yet, if you zoom out, the long-term picture tells a very different story. Primerica is up a staggering 147.7% over the past five years. Recent news has drawn attention to how changes in the industry and consumer behaviors are affecting the dynamics for insurers, and that has rippled through...

Crane (CR) delivered earnings growth of 43.1% over the past year, a significant acceleration compared to its 5-year average growth rate of 3.3% per year. The company’s net profit margin climbed to 14.1%, up from last year’s 11.5%, and earnings quality was described as high. While profits and revenues are expected to continue growing, both are forecast to lag the broader US market, and shares now trade at a rich 34.4x price-to-earnings multiple, above typical industry and peer averages. With...