U.S. Software Stock News

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...

Patterson-UTI Energy (PTEN) remains unprofitable, as revenue is projected to decline at a rate of 1% per year over the next three years. Despite the ongoing losses, the company has managed to reduce its losses over the past five years at an annual rate of 3.7%. Investors will be weighing these persistent profit and revenue challenges against the company’s notable valuation discount versus sector and peer benchmarks. The current focus is on Patterson-UTI's progress in managing losses and...

1st Source (SRCE) posted earnings growth of 15.5% this past year, continuing a five-year average climb of 8.8% annually. Net profit margins also improved to 36.5% from last year’s 34.8%. Forecasts are pointing to more measured gains ahead, with earnings and revenue growth rates projected at 2.2% and 4.7% per year, respectively. With strong value signals, attractive dividends, and consistent historic profitability, investors may view these results as support for the stock’s current undervalued...

Byline Bancorp (BY) posted a five-year average earnings growth rate of 16.4% per year, but the pace is expected to moderate, with earnings forecast to rise at 3.92% per year and revenue at 6.3% per year moving forward, both trailing broader US market benchmarks. The company’s net profit margin came in at 31.4%, just a shade below last year’s 32.1%. Byline’s shares continue to trade at a Price-To-Earnings ratio of 10.3x, noticeably below both peer and industry averages. With no flagged risks,...

Primis Financial (FRST) has returned to profitability over the past year, even as its earnings have declined at an average rate of 45.3% per year over the previous five years. Revenue is projected to fall 4.3% annually for the next three years, but annual EPS growth expectations are robust at 61.4% per year, well ahead of market and industry norms. With these high-quality earnings in focus, investors face the trade-off between impressive forecasted profit growth and ongoing pressure on the...

Newmont (NEM) posted a five-year annual earnings growth rate of 9.5% and has recently returned to profitability, with revenue and earnings projected to grow at 3.9% and 2.6% per year respectively. Although both rates trail the broader US market’s expected 10% revenue and 15.5% earnings growth, Newmont now boasts high-quality earnings and improved net profit margins. For investors, the highlights include a discounted valuation, a clean risk profile, and continued profit momentum even as future...

OP Bancorp (OPBK) recorded earnings growth of 11.1% over the past year, well above its five-year average of 2.2% per year. It is forecast to accelerate both earnings and revenue at annual rates of 17.1% and 14.7%, respectively, outpacing the broader US market. The company’s net profit margin edged up to 26.6% from last year’s 26.5%, and analysts describe its earnings as high quality thanks to consistent profit acceleration. With the shares currently trading at $13.64, below a fair value...

MaxLinear (MXL) is set to outpace the broader US market with forecasted revenue growth of 15.1% per year, compared to a 10% industry average. Even with this top-line momentum, the company has remained unprofitable, and losses have deepened over the past five years at an average rate of 38.3% per year, with no meaningful improvement in margins. Shares currently trade at $15.62, well below the estimated fair value of $33.90, while the Price-To-Sales ratio of 3.2x sits under the industry’s 5.3x...

McGrath RentCorp (MGRC) posted a net profit margin of 15.6%, below the previous year’s 25.3%, and faced negative earnings growth over the past twelve months. Over a longer horizon, earnings have advanced at an impressive 20.3% annual rate over the last five years. Analysts now forecast earnings to grow 9.27% per year, with revenue growth projected at 4.6% per year. Both metrics trail the US market averages. With margins squeezed but a steady growth profile ahead, investors will weigh the mix...

United Bankshares (UBSI) reported earnings growth of 20.2% over the past year, beating its five-year average growth rate of 3.8% annually. Net profit margins also improved to 38.1% from last year’s 35.3%, underscoring consistent profitability. With revenue anticipated to grow 7.4% per year and EPS expected to rise at 6.2% per year, investors are weighing a forecast that is somewhat behind the broader US market. However, the absence of notable risks, along with attractive dividends and stable...

USCB Financial Holdings (USCB) posted robust numbers this period, forecasting earnings growth of 11.84% per year and annual revenue growth of 10.9%. Net profit margins surged to 33.7%, up from 26% last year, and the company averaged a striking 47.1% earnings growth annually over the past five years, with a standout 70.8% jump in the latest year. With high quality earnings, improved profitability, and a Price-To-Earnings ratio of 10.6x that sits below peers and the US Banks industry average,...