U.S. Software Stock News

Eagle Financial Services (EFSI) is forecasting robust momentum, with earnings expected to grow 19.85% per year and revenue to rise 12.2% per year. Both figures outpace the US market averages of 15.5% for earnings growth and 10% for revenue growth. Despite this positive outlook, actual earnings have declined by 4.3% annually over the past five years and net profit margins narrowed from 18% last year to 15.2%. The stock trades at $37.38, below its estimated fair value of $55.53. However, it...

Eastern Bankshares (EBC) reported a net profit margin of 7.9% for the latest period, down from 14.8% a year ago, as a significant one-off loss of $36.7 million weighed on earnings. Over the past five years, earnings have declined at 18% per year. Looking ahead, the company is forecasting earnings growth of 88.6% per year and revenue growth of 25.2% per year, both expected to surpass the US market average. With shares trading at a steep 70.9x P/E compared to industry peers, investors face a...

Meridian (MRBK) posted net profit margins of 18.5%, up from 12.3% the previous year, highlighting a solid step up in profitability. EPS growth soared 79% year-over-year, representing a dramatic turnaround from a 5-year average annual earnings decline of 18.1%. With margins running higher and quality earnings confirmed, investors are taking note, especially as the current share price of $15.34 trades well below the estimated fair value of $23.77 and the company's price-to-earnings ratio...

Business First Bancshares (BFST) delivered earnings growth of 13.7% per year over the past five years, with an impressive 29.7% uptick in the most recent year that outpaced its historical average. Net profit margins climbed to 25.2% from 23.6% the prior year, while the stock now trades at $25.01 per share, notably below its estimated fair value of $52.02. With no major insider selling and a record of strong profits and value signals, the latest results set a constructive backdrop for future...

GrafTech International (EAF) posted another tough year as net losses deepened at a 59.2% annual rate over the past five years and profitability remains elusive, with negative earnings and no improvement in net profit margin during the last twelve months. Despite these ongoing losses, management projects a dramatic shift in the next three years, with forecasts calling for earnings growth of 116.12% per year and revenue to accelerate 21.6% annually. This compares to the US market’s 10% pace...

General Dynamics (GD) reported net profit margins of 8.1%, slightly higher than last year's 7.9%, indicating stronger profitability. Earnings have increased at an average rate of 4.3% per year over the past five years, with a notable 15.3% rise in the most recent year. Investors are now observing as forecasts suggest 3.4% annual revenue growth and 7.3% earnings growth per year, even though both figures trail broader US market trends. See our full analysis for General Dynamics. Next, we will...

ASGN (ASGN) posted a net profit margin of 3.3%, down from 4.4% last year, marking a period of declining profitability for the company. Over the last five years, earnings have dropped by an average of 4.8% annually, and earnings growth turned negative over the most recent twelve months. Still, with quality earnings intact and analysts forecasting annual EPS growth of roughly 13% going forward, ASGN’s relatively low Price-To-Earnings ratio of 15.6x and trading price below fair value offer...

BayCom (BCML) posted 9.3% annual earnings growth over the past five years, with current earnings considered high quality. Forecasts call for EPS to climb 13.9% per year, although this trails the broader US market’s 15.5% pace. Revenue is expected to grow at 8% per year compared to the US market’s 10%. Net profit margins came in at 24.4%, just below last year’s 24.9%, painting a picture of steady performance as investors weigh ongoing growth prospects against a slightly narrowing margin. See...

C&F Financial (CFFI) posted a strong set of numbers this quarter, with net profit margins at 20.9%, up from last year’s 16.4%. Earnings climbed 39% year-over-year, standing in sharp contrast to the company’s longer-term trend of a 3% annual decline over the past five years. Investors will note that the stock trades at $68.92, notably below its estimated fair value of $135.70. Its Price-to-Earnings Ratio of 8.5x trails both the US Banks industry average of 11.2x and the peer average of...

South Atlantic Bancshares (SABK) reported a net profit margin of 25.2%, up from 19.4% a year ago, with EPS climbing 60.5% over the past year. This is well above its five-year average annual growth rate of 6.6%. The stock currently trades at a Price-To-Earnings ratio of 9.3x, lower than both peer and industry averages, and its $18.10 share price sits below an estimated fair value of $22.75. With consistent earnings growth and no major risks identified, investors are likely to see the...

Freeport-McMoRan (FCX) reported earnings forecasted to grow at 22.24% per year, with revenue projected to increase annually at 6.6%, trailing the broader US market’s 10% growth rate. Net profit margins reached 7.9%, a slight improvement from last year’s 7.8%, and the company delivered a modest year-over-year earnings growth of 3.8%, outperforming its five-year average decline of -5.1% per year. These results, combined with a lack of identified risks and a perception of undervaluation based on...

Ford Motor (F) reported a net profit margin of 2.5%, up from last year’s 1.9%, and delivered 33.4% earnings growth over the past year, far outpacing its five-year average earnings growth rate of -0.5% per year. The company’s EPS is expected to keep climbing at 16.3% per year, slightly above the forecasted 15.5% growth rate for the wider US market. Meanwhile, revenue is forecast to edge lower at -0.6% per year in the coming three years. Despite stock price optimism and high-quality earnings,...

Community Health Systems (CYH) turned profitable over the past twelve months, benefiting from a significant one-off gain of $340 million. Despite this, the company’s earnings have declined at a rate of -43.9% per year over the last five years. Looking ahead, earnings are expected to fall even further at -107.8% per year for the next three years. With revenue forecast to grow just 1.9% annually, well below the broader US market’s 10% rate, investors are left weighing recent profitability...

Digital Realty Trust (DLR) reported net profit margins of 23.5%, a substantial jump from last year’s 7.5%, with revenue growth projected at 10.8% per year, which is faster than the broader US market’s 10% average. Over the last year, earnings reflected a sharp acceleration, up 239.3% compared to the company’s 6.5% annualized growth rate over the past five years. However, the latest figure was boosted by a one-off gain of $1.0 billion. Investors are now weighing these headline results against...

Gentex (GNTX) closed the period with net profit margins of 16.6%, showing a slight pullback from last year’s 17.6%. While five-year earnings have grown at a steady 3.7% annual pace, management now forecasts earnings to accelerate by 12.3% per year and revenue by 6.4% per year. Both figures are just below US market averages. With high earnings quality, an attractive dividend, and no significant flagged risks, Gentex’s discounted valuation versus peers may help drive investor interest through...

Elme Communities (ELME) reported expanding losses, which have grown at an annual rate of 8.5% over the past five years. Revenue is projected to shrink significantly, declining 50.9% per year over the next three years. Profitability is not forecast in this period, and the company’s valuation metrics are stretched, with a price-to-sales ratio of 5.9x exceeding both peer and industry averages. With shares trading at $16.65, far above an estimated fair value of $1.36, and both major and minor...

Thinking about what to do with Boyd Gaming stock right now? You are not alone. Any time a stock takes a turn down, seasoned investors like us start wondering if it might be the perfect moment to buy more, or if there is something bigger at work. This year, Boyd Gaming started off strong, climbing nearly 10% year-to-date. Add to that an impressive 14.6% gain over the past 12 months and a huge 158.3% rise in the last five years, and you can see why long-term holders have plenty to smile...

MidWestOne Financial Group (MOFG) has turned a corner after a five-year period where earnings declined 30.9% per year, managing to swing into profitability in the latest year. Looking ahead, analysts expect the company’s earnings to grow 17.4% per year and revenue is forecast to climb 13.4% annually. Both metrics are anticipated to outpace the US market’s respective 15.5% and 10% average growth rates. With net profit margins now positive and fundamentals such as dividend attractiveness and...

Western Union (WU) posted net profit margins of 18.8% in its latest results, up from 16.1% a year ago, while earnings grew 14.1% over the same period, well ahead of its essentially flat five-year trend. Despite the uptick in profits, revenue is only expected to inch up by 1.1% per year, and analysts anticipate earnings to decline by 8.8% annually for the next three years. Investors now face a classic valuation-versus-growth tradeoff: compelling profitability and below-average...

Richmond Mutual Bancorporation (RMBI) delivered a notable 20.4% earnings growth rate over the last year, outpacing its five-year annual average of 5.2%. Net profit margins grew to 23.7% from 20.9% the year prior, and the company’s EPS is backed by what’s been described as high-quality earnings. With ongoing profit and revenue growth, investors are likely to view the expanding margins as a sign of operating strength. The current market premium to estimated fair value could influence...

SLM (SLM) posted net profit margins of 41.6%, up from 40.8% last year, as earnings are set to grow at an annual rate of 11.1%. However, these forecasts fall behind the broader US market’s expectations for both earnings and revenue growth. Investors will be closely eyeing margin strength and relative valuation, with recent results suggesting potential upside but underscored by some flagged risk signals. See our full analysis for SLM. Next, we’ll see how these latest numbers stack up against...

Trying to figure out whether to buy, hold, or sell AZZ? You’re definitely not alone. The stock has turned a lot of heads across 2024, offering up exactly the kind of mix of long-term growth and short-term volatility that keeps market watchers glued to the ticker. Over the past year, AZZ has delivered a 30.0% gain. If you zoom out to a three- or five-year view, you see the real story: a 155.1% and 212.8% return, respectively. Even so, it’s not been a straight line upward. June saw shares dip...

VeriSign (VRSN) reported that earnings are forecast to grow at 5.8% per year, with revenue expected to increase by 4.7% annually. Profit margins narrowed this year, landing at 49.9%, compared to 55.7% last year. Despite negative earnings growth over the past year, earnings have grown at 2.8% per year over the last five years, and the company’s profits are still considered high quality. See our full analysis for VeriSign. The next section will put these earnings trends head to head with...

Universal Insurance Holdings (UVE) posted net profit margins of 7.7%, up from last year’s 4.8%, highlighting a clear lift in profitability. The company’s earnings grew 67.9% over the past year, outpacing its five-year annual earnings growth average of 39.6%. While these numbers underscore an impressive turnaround to profitability in recent years, management now expects annual earnings to fall by 30.4% and revenue to slip 2.6% on average over the next three years. The stock trades at a...