U.S. Software Stock News

Avidia Bancorp (AVBC) remains unprofitable, with losses accelerating at an average annual rate of 43.1% over the past five years. Net profit margin has shown no improvement in the last year, and there have been no reports of profitability during this period. See our full analysis for Avidia Bancorp. The real test is how these numbers stack up against the prevailing market narratives. Some views will get reinforced, while others may be challenged. Curious how numbers become stories that shape...

Associated Banc-Corp (ASB) is set for an earnings comeback, with forecasts pointing to 33.2% annual EPS growth and 14.9% annual revenue growth over the next three years. This is notably ahead of the US market’s 10% revenue pace. Despite this upbeat outlook, the company’s earnings have actually declined by 16% per year over the past five years, and profit margins have narrowed to 14.9% from 18% a year ago. While investors may be drawn to the attractive dividend and improving growth narrative,...

United Bancshares (UBOH) posted a notable turnaround in its latest results, with earnings growing 40.8% over the past year, a dramatic improvement compared to its five-year average decline of 10.3% per year. Net profit margins climbed to 25.8%, up from 21.1% a year ago, showing a stronger operational performance. The combination of currently high-quality earnings and a Price-To-Earnings ratio of 8.7x, well below industry and peer averages, sets a value-oriented backdrop for investors...

EastGroup Properties (EGP) capped another year of steady growth, with revenue expanding at 9.7% per year, which is slightly below the broader US market’s pace. The company’s EPS is forecast to climb 10.3% annually, also trailing the US average, while profit margins compressed, dipping from last year’s 37% to 35.7%. Despite the modest slowdown, a five-year earning growth rate of 14.3% underscores EastGroup’s longer-term consistency, even as the most recent annual gain moderated to 6.8%. See...

Thinking about what to do with Recursion Pharmaceuticals stock? You are not alone. The last few months have given shareholders a rollercoaster to ride, marked by bursts of optimism and hints of concern. In just the past week, the stock nudged up 3.1%, but step back a little further and the swings get much sharper. Recursion is up an impressive 23.8% in the last month. However, peel back the curtain on the longer-term picture and the story cools: year-to-date, shares are still down by 16.2%,...

Thinking about what to do with Element Solutions stock? You are not alone. In a market packed with shifting trends and endless options, this company has quietly caught attention again, both for its long-term results and intriguing valuation numbers. Over just the past week, Element Solutions ticked up 2.3%, adding to a modest 3.3% gain for the last 30 days. Year to date, it is up 4.0%. Taking a step back, the picture gets more interesting: while returns dipped slightly over the past year, the...

Helix Energy Solutions Group (HLX) delivered standout earnings momentum this year, with its net profit margin rising to 3.2% from just 0.5% a year ago. EPS growth has surged an impressive 493.9% over the past year, while the company’s earnings have maintained a brisk 29.7% average annual increase over the last five years. Investors are eyeing projected profit growth of 46.8% per year for the next three years, far above the US market average. At the same time, revenue is expected to grow at a...

Southside Bancshares (SBSI) reported a net profit margin of 33.6%, dipping slightly from 34.1% a year earlier, while earnings growth over the last year came in at 4.5% after years of averaging a 3.5% annual decline. Looking forward, analysts project the company's earnings will grow at 3.99% per year with revenue expected to rise 5.6% annually, both trailing the broader US market's averages. Despite these modest growth forecasts, the stock is trading at a discounted 9.7x Price-To-Earnings...

Ready Capital (RC) shares dropped nearly 30% after the company reported quarterly results that did not meet expectations. This decline came as slower growth in net interest income and falling earnings per share have raised new questions about its long-term profitability. See our latest analysis for Ready Capital. After a steep 30% share price drop over the last month, Ready Capital's recent losses have only compounded a tough year. Its year-to-date share price return stands at -54.8%, with a...

Booz Allen Hamilton (BAH) posted net profit margins of 8.7%, a jump from last year’s 5.5%, while earnings showed a striking 71.1% year-over-year increase, much higher than the company’s 5-year average annual growth of 11.4%. With a current Price-To-Earnings Ratio of 10.9x, shares trade at a deep discount to peers and well below the US Professional Services industry average, underscoring their value credentials. Investors have reason to appreciate strong profit momentum and margin expansion,...

Illinois Tool Works (ITW) reported annual earnings growth of 9.1% over the past five years, with most recent earnings rising 9.7% and a net profit margin expanding to 21.3% from 19.2% a year earlier. The stock trades at $245.75, which is below an estimated fair value of $582.03 and comes with a price-to-earnings ratio of 21.3x, a discount to both the US Machinery industry and its peer group. With a strong past earnings record, attractive dividend, and improved margins, the latest results give...

Provident Bancorp (PVBC) reported a net profit margin of 20.2%, more than doubling from 9.6% the previous year and highlighting a significant improvement in profitability. Earnings growth for the past twelve months came in at 136.1%, far surpassing the company’s five-year average, though longer-term earnings have actually declined by an average of 8.2% per year. Looking ahead, consensus calls for earnings to decrease 3.8% annually over the next three years and for revenue to grow just 1.7%...

Main Street Financial Services (MSWV) delivered exceptional gains in its latest earnings report, with five-year annual earnings growth averaging 4.9%. The most recent year saw a dramatic 323% surge in earnings. Net profit margins also climbed sharply to 29.9% from last year’s 13.4%, highlighting a major leap in profitability. Investors are likely to take this as a positive signal, especially with the current price-to-earnings ratio of 8.4x undercutting both industry and peer averages. This...

Minerals Technologies (MTX) is currently unprofitable, with losses deepening at an annual rate of 19.9% over the past five years. Looking forward, revenue is forecast to grow 3.4% each year and the company is expected to transition to profitability within three years. Earnings are projected to surge 246.7% annually. With these growth forecasts and a share price of $59.71, which sits below the consensus analyst target, investors are watching closely as MTX aims to return to the black and...

Waterstone Financial (WSBF) reported headline earnings growth of 77.8% over the past year, marking a turnaround compared to its 5-year average where earnings declined by 42.4% annually. Net profit margin came in at 17.4%, ahead of last year’s 10.1%, pointing to improved profitability on high-quality earnings. See our full analysis for Waterstone Financial. Now, let’s see how these latest numbers stack up against the community narratives. Some common beliefs might get reinforced, while others...

If you are wondering what to make of Marex Group stock right now, you are not alone. Investors seem to have mixed feelings lately. The stock is flat over the past week, which might suggest a bit of indecision, but look closer and the year-to-date dip of 6.0% and a 7.5% drop in the last month are telling a more interesting story. Notably, even with these dips, Marex Group is still up an impressive 22.3% over the past year. This movement hints at both resilience and shifting risk perceptions,...

Virginia National Bankshares (VABK) posted a net profit margin of 31.8% this year, up from 30.4% the prior year, with annual earnings growth reaching 14.7% both this year and on a five-year average. The bank trades at a price below its estimated fair value, but its price-to-earnings ratio of 12.1x is just above both its peers and the overall US banks sector. Investors will be watching the attractive dividend and the recent track record of steady earnings growth, even as the valuation premium...

Alaska Air Group (ALK) posted net profit margins of 2.3%, edging higher than last year’s 2.1%, while annual earnings grew by 39.1%. The company’s topline is expected to grow at 6.6% per year going forward, trailing the broader US market’s 10% annual pace. Despite a $282.0 million one-off loss impacting the latest results, the company’s shares are trading at $43.77, with a Price-to-Earnings Ratio of 16.1x versus a peer average of 19.3x, but above the industry average of 8.8x. Investors will...

Old Republic International (ORI) reported that earnings have declined by 8.2% per year over the past five years, with net profit margins narrowing to 9.5% from 11.5% a year ago. Looking ahead, revenue is forecast to grow at 6.4% per year while annual earnings growth is expected to reach just 2.2%. Both figures fall short of broader US market averages. For investors, the draw lies in Old Republic’s high-quality past earnings and a notably attractive valuation, even as slower growth and margin...

Darling Ingredients (DAR) reported net profit margins of 1.8%, down sharply from 4.4% in the previous year, with the latest 12 months heavily affected by a one-off $32.4 million loss. Earnings have declined by 13% on an annual basis over the last five years, while negative earnings growth has marked the past year. Despite this run of disappointing performance, the share price sits at $34.55, notably below the estimated fair value of $71.34, and consensus now expects a significant 44.7% annual...

Stellar Bancorp (STEL) wrapped up a five-year run with earnings growing at an average of 17.7% per year. This latest year saw a dip in earnings growth and a net profit margin of 25.9%, slightly lower than the previous 26.3%. The forecast puts revenue growth at a modest 3.1% annually, which is well behind the broader US market’s 10%. Earnings are expected to rise by just 1.1% per year, also lagging far behind the market’s 15.5% pace. Shares trade at a Price-to-Earnings ratio of 13.9x and...

Enova International (ENVA) reported a net profit margin of 20.7% for the period, an increase from 15.4% a year ago, indicating stronger profitability. Earnings rose by 62.4% year-over-year, a significant shift compared to the company’s five-year average decline of 12% per year. While forecasts anticipate continued earnings growth of 13.88% annually and revenue to increase by 39.6% per year, investors may note that the current share price of $124.70 is well above the estimated fair value of...

Boston Beer Company (SAM) posted earnings growth of 14.8% over the past year, marking a sharp recovery from a five-year average annual decline of 16.1%. Net profit margins improved to 4.6% from 4% last year, while earnings are forecast to rise 12.35% per year going forward. The stock trades at $231.60 per share, notably below its estimated fair value of $324.88. However, its Price-To-Earnings ratio of 26.4x remains well above industry and peer averages, reflecting a premium multiple...

Flagstar Bank National Association (FLG) reported continued unprofitability, with net losses having accelerated at a 42.1% annual rate over the last five years and no improvement in margin direction year-over-year. Despite persistent negative net profit margins, FLG’s outlook remains notable, with revenue projected to climb 20.6% per year, which is double the 10% forecast for the broader US market. Annual earnings growth is expected to surge 117.55%, positioning the company to return to...