U.S. Software Stock News

GSI Technology recently announced the closing of a US$50 million registered direct offering following independent validation from Cornell University that its Gemini-I Associative Processing Unit achieves GPU-level AI performance while greatly reducing energy use. Cornell’s confirmation positions GSI’s technology as a potential disruptor in energy-efficient AI hardware and has led to heightened industry attention and user interest. We'll examine how independent scientific validation of this...

Tesla (TSLA) reported a net profit margin of 5.3%, down from last year’s 13.3%, as the company saw negative earnings growth over the most recent year despite averaging 19.2% annual earnings growth over the past five years. Still, the outlook remains upbeat, with revenue forecast to rise 16.9% per year and earnings expected to surge by 36% annually, both easily outpacing broader US market averages. See our full analysis for Tesla. Up next, we’ll see how these results hold up against the major...

Raymond James Financial (RJF) is forecasting earnings growth of 9.04% per year, with revenue expected to climb 7.7% annually. These growth rates are behind the broader US market, where earnings are forecast to rise 15.5% per year and revenue by 10%. The company’s net profit margin stands at 15.2%, slipping from last year's margin of 16.1%. Over the past year, earnings grew 3.4% for RJF, which is noticeably lower than its five-year annual average of 15.5%. While profit growth has moderated in...

Reliance (NYSE:RS) posted net profit margins of 5.2%, down from 7.4% a year ago, highlighting a decrease in profitability. While the company’s earnings have grown at just 0.9% per year on average over the past five years, forecasts now call for earnings growth of 11.1% per year and revenue to expand by 3% annually. Recent margin compression and slower profit acceleration set the stage for investors to weigh the company’s high earnings quality and attractive dividend against shifting growth...

Origin Bancorp (NYSE:OBK) reported net profit margins of 20.5%, down from 23.5% a year ago. Earnings have risen at an annual rate of 3.7% over the past five years. Shares currently trade at $33.09, which is well below the company’s estimated fair value of $59.93. Looking ahead, OBK’s earnings are forecast to grow at 19.8% per year, which is above the broader US market expectation of 15.5% annual growth. However, with revenue growth projected to lag the market and margins coming under...

Crown Castle (CCI) remains unprofitable, with net losses rising at a steep 47% annual pace over the past five years. Looking ahead, revenue is projected to fall by 9.1% per year for the next three years, but earnings are expected to rebound sharply, growing by nearly 90% annually as the company moves toward profitability. As the market weighs ongoing profitability risks against strong earnings growth forecasts, the focus is on whether Crown Castle can deliver on its turnaround potential amid...

Omnicom Group (OMC) is expected to grow earnings at 7.9% annually, building on its five-year track record of 5.6% per year. The company’s net profit margin slipped to 8.3% from last year's 9.5%, pointing to a bit of margin compression even as earnings quality remains high. See our full analysis for Omnicom Group. The next section takes a closer look at how these headline performance numbers measure up against the most-watched market narratives, highlighting where expectations hold up and...

Northrim BanCorp (NRIM) posted annual earnings growth of 93.2% over the past year, pushing its net profit margin to 31.3% from 23.1% a year ago. The company’s Price-To-Earnings ratio of 7.5x sits below both peers and the broader industry. The share price of $21.42 is well under an estimated fair value of $39.74. However, future growth rates for revenue and earnings are expected to trail the US market average. With profitability staying strong, improved margins, and a compelling valuation, the...

Coya Therapeutics, Inc. has completed a follow-on equity offering worth US$20,000,002, issuing 3,636,364 shares of common stock at US$5.50 per share. This capital raise signals the company’s focus on securing funding for continued development of its therapeutic programs and growth initiatives. With fresh capital in hand, we'll examine how the follow-on equity offering influences Coya Therapeutics' investment narrative and funding outlook. The end of cancer? These 27 emerging AI stocks are...

GE Vernova (GEV) reported earnings projected to grow 34.5% per year, outpacing the broader US market’s 15.5% annual forecast. Net profit margins reached 4.5%, higher than last year’s 3.7%, with five-year annual earnings growth averaging an impressive 78.6%. Investors are watching the continued acceleration in profits and margins, balanced against a high valuation multiple compared to industry peers, but with limited insider risk in sight. See our full analysis for GE Vernova. Next, we will...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

TowneBank (TOWN) delivered a notable 13.6% earnings growth over the past year, reversing a previous 5-year annual decline of 2.5%. Net profit margin remained steady at 22.1% compared to last year’s 22.2%. Looking ahead, analysts expect revenue to climb 21.3% per year, while earnings are forecast to surge at 38.7% annually. Both of these figures outpace the broader US market. With earnings described as high quality and no specific risks flagged, the results present an attractive setup for...

Oceaneering International (OII) reported a net profit margin of 8.2%, a healthy advance over last year’s 5.2%. Earnings have posted consistent gains, rising 70.9% year-over-year and growing at an annual pace of 81.4% over the past five years. Recent profitability metrics, together with a Price-To-Earnings Ratio of 10.3x that sits below both its peers and the broader industry average, highlight the quarter as another step in the company’s transition to high-quality earnings and perceived value...

Weatherford International (WFRD) reported that its earnings are forecast to rise 9.05% annually, while revenue growth is expected at 2.6% per year. The net profit margin came in at 8.1%, a step down from last year’s 9.6%. Despite negative earnings growth in the most recent year, the company has achieved a 22.6% annual earnings growth rate over the past five years and is now profitable, with reported earnings classified as high quality. With these results, investors are likely to see...

WesBanco (WSBC) has reported a striking turnaround in its recent earnings, showcasing 35.3% growth over the past year after an average annual earnings decline of 6.3% over the previous five years. However, the company’s profitability was tempered by a sizeable one-off loss of $73.1 million, bringing the net profit margin down to 21.3% from last year’s 22.4%. Looking ahead, analysts expect robust annual earnings growth of 45.33% over the next three years and revenue growth of 17.6% per year...

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...

Thinking about what to do with Armstrong World Industries stock? You’re definitely not alone. With the market buzzing, figuring out whether to hold, buy more, or cash out can feel like high-stakes decision-making. But let’s talk specifics: over the past year, Armstrong has delivered a blistering 46.2% gain for shareholders. Zooming out even further, the stock has soared 253.0% in the last five years. Just this year, it’s already up 44.9%. If that kind of run doesn’t get your attention, it is...

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...

ECB Bancorp (ECBK) delivered robust earnings growth, with profits rising by 8.3% per year over the past five years. Net profit margin reached 22.2%, a marked improvement over last year’s 13.5%. Earnings growth in the past year soared to 98.6%, which is well above the company’s five-year average. Investors are sizing up this high-quality earnings performance against a relatively high Price-to-Earnings Ratio of 21.5x. This figure stands well above industry averages and could shape sentiment...

Stratasys (SSYS) saw its stock price climb after announcing expansions to its 3D-printing business with new acquisitions and progress in aerospace certifications. Broader market optimism and easing trade tensions also played a part in boosting sentiment. See our latest analysis for Stratasys. Stratasys has captured fresh attention not just with headline-grabbing deals, but also by riding a surge in optimism across the sector. Its latest share price, at $11.78, reflects strong momentum, up...

Liberty Energy Inc. ( NYSE:LBRT ) shares have had a really impressive month, gaining 33% after a shaky period...

Netflix (NFLX) posted net profit margins of 24%, up from last year’s 20.7%, signaling improved profitability. Earnings grew 34.1% over the past year, well above the company’s five-year average of 22.3% per year, and are forecast to climb another 17.5% annually, outpacing the expected 15.5% growth rate for the broader US market. With revenue expected to rise 10.7% per year and analysts keeping a close eye on rising profit margins, investors are weighing sustained above-market growth momentum...