U.S. Software Stock News

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...

Skyline Bankshares (SLBK) posted a net profit margin of 25.1% this year, increasing from 16.5% a year ago, with earnings growing 97.2% over the past twelve months. This growth far outpaces its five-year average annual growth rate of 7.5%. The company’s price-to-earnings ratio now sits at 7.5x, below the peer average of 7.9x and the US Banks industry average of 11.2x. With higher margins, rapid recent earnings growth, and a valuation that looks attractive compared to peers, Skyline Bankshares...

Carrier Global (CARR) reported that earnings have declined by 11.7% per year over the past five years, and net profit margins now sit at 6.3%, below last year's 7.3%. Despite these headwinds, the company’s earnings are projected to grow at an impressive 23.5% per year, outpacing the broader US market’s 15.6% forecast. Investors are weighing the promise of accelerating earnings growth against the backdrop of historical profit declines and ongoing balance sheet concerns. See our full analysis...

Quad/Graphics (QUAD) has reported a return to profitability with a notably improved net profit margin compared to the previous year, continuing a trend of earnings growth averaging 3.7% annually over the last five years. Looking ahead, earnings are expected to surge at an impressive 58% per year, handily beating the forecast growth rate for the broader US market. At the same time, revenue is projected to decline 3.3% annually over the next three years. While recent one-off losses have weighed...

Clearwater Paper (CLW) remains unprofitable, with losses having widened at an average rate of 45.5% per year over the past five years. Revenue is projected to grow just 0.9% annually, which is well below the US market’s 10.2% per year, and net profit margins have failed to improve throughout this period. With profitability challenges still firmly in place, investors are left weighing whether the stock’s deep discount to fair value and lower price-to-sales multiple versus peers offers enough...

Wayfair (W) is expected to grow revenue at 5.3% per year, trailing the broader US market's 10.2% pace, while still operating at a loss with historical losses increasing by 20.6% annually over the past five years. Nevertheless, earnings are forecast to jump by an impressive 74.63% each year, and the company is projected to reach profitability within the next three years. With margins still under pressure and unprofitable status persisting, investors are likely watching closely to see if...

Luxfer Holdings (LXFR) posted a net profit margin of 4.1%, up from last year’s 2.2%, and delivered an impressive 95.3% EPS growth over the past year. This overturns a five-year stretch of average annual earnings declines at 16.2%. The company’s outlook calls for earnings to grow 26.7% per year ahead, outstripping the US market, even as revenue growth is forecast at a slower 2.8% per year. With high-quality earnings and a share price of $12.90 trading just above its fair value estimate,...

Zurn Elkay Water Solutions (ZWS) posted robust earnings growth, recording a 37.1% increase over the past year and an average growth rate of 26% per year over the last five years. Net profit margins rose to 11.3%, up from 8.8% the previous year, indicating stronger profitability. Looking ahead, the company is forecast to grow earnings at 12.42% per year. This pace falls short of the broader US market's expected 15.6% annual growth. Revenue is projected to climb by 4.6% annually, which is also...

American Tower (AMT) posted a net profit margin of 28.1%, a sharp rise from last year’s 20.1%, with EPS growing 45.9% over the past year and a five-year average EPS growth of 4.2%. Investors saw this come with a price-to-earnings ratio of 28.5x, which is lower than the peer average but above the US Specialized REITs industry. Shares recently traded at $179.08, below some fair value estimates of $278.23. The setup for investors is clear, with an attractive dividend, strong margin expansion,...

NexPoint Residential Trust (NXRT) is currently unprofitable, with losses rising at an average rate of 18.3% per year over the past five years. The company’s revenue is expected to grow 4% annually, which is slower than the US market’s projected 10.2% growth rate. With forecasts calling for continued unprofitability over the next three years, investors face a clear contrast between attractive valuation metrics and persistent margin challenges. See our full analysis for NexPoint Residential...

Ever wondered if Rapid7 is priced right for your portfolio? If you are searching for value in a tech stock that has been on the radar, you are in the right place. After a tough stretch, Rapid7 shares are down nearly 54% year-to-date, extending their slump to almost 56% over the last year. Investors have been reacting to various news headlines, including sector-wide shifts in cybersecurity sentiment and increased competition. Both of these factors have put downward...

Arcus Biosciences (RCUS) remains in the red, with losses deepening at a 26% annual rate over the past five years and no profitability expected for at least the next three. Its net profit margin has shown no sign of turning around, and the company does not boast high-quality past earnings. Still, revenue is projected to surge by 33.2% annually, soundly outpacing the US market’s 10.2% growth forecast and suggesting a rapid top-line trajectory for this biotech name. See our full analysis for...

Forestar Group (FOR) turned in high quality earnings, with profits rising at a 15.2% annual clip over the past five years. The company's latest net profit margin slipped to 10.1% from 13.5% last year, and forward-looking forecasts now expect annual earnings growth of 8.78% and revenue growth of 4.9%. Both of these figures lag the broader US market averages. Notably, the company’s price-to-earnings ratio stands at 8.2x, which is better value than both its industry and peer group. However,...

Rocky Brands (RCKY) reported net profit margins of 4.4%, up from last year’s 2.9%, with EPS growth of 54.6% over the past year. This strong bottom-line delivery outpaces the company’s five-year average decline of 9.9% per year, and value investors will note shares currently trade at a discounted 10.6x P/E compared to industry averages and the company’s estimated fair value. With recent margin improvements and a solid track record of dividends, the latest results provide reasons for optimism,...