U.S. Software Stock News

Visteon (VC) posted revenue growth forecasts of 4.8% per year, which lags the broader US market average of 10%. Net profit margin came in at 7.6%, slipping from last year’s 13.8%, while earnings are only expected to grow at 7.1% per year compared to the market’s 15.5% pace. Over the past five years, annual earnings grew quickly, but the most recent year saw earnings decline, and shares now trade at $110.22, notably below the company's fair value estimate of $157.77. With decent value metrics...

Earlier this week, Verastem Oncology announced promising preliminary data from the Phase 1/2a clinical trial of VS-7375, an oral KRAS G12D inhibitor, in patients with advanced KRAS G12D mutant solid tumors, along with the initiation of a combination cohort with cetuximab. These findings are significant, as there are currently no FDA-approved therapies specifically targeting KRAS G12D mutations in cancer, addressing a critical gap for patients with limited treatment options. We'll explore how...

Texas Capital Bancshares (TCBI) reported a sharp turnaround in profitability, posting a net profit margin of 24.6%, up from just 1.1% a year ago. While average annual earnings have declined by 1.7% over the past five years, the most recent year delivered a dramatic surge, with earnings jumping 2919.3% above the five-year average. Looking forward, both revenue and earnings are forecast to grow at rates of 9.6% and 9.09% per year, respectively. However, both growth rates are expected to trail...

Covenant Logistics Group (CVLG) reported a net profit margin of 2.6%, down from last year’s 3.7%, reflecting softer earnings performance. Despite profitability growth at an annualized rate of 7.9% over the past five years, the company posted a negative earnings trend in the most recent year, further affected by a one-off $16.5 million loss that weighed on reported results. With shares still trading below internal fair value estimates and analyst price targets, investors are left weighing...

United Rentals (URI) reported net profit margins of 15.8%, down from 17.1% a year earlier. This reflects a period of negative earnings growth that tempers the relevance of its impressive 5-year average. Over the past five years, URI’s earnings have climbed at a healthy 20.3% per year, but current forecasts call for more moderate annual growth of 10.95% in earnings and 6.9% in revenue, which lags the broader US market’s expectations. With the stock currently trading below its estimated fair...

NB Bancorp (NBBK) just posted a net profit margin of 30.7%, a significant increase from last year’s 8.9%. Earnings rose 350.6% year-over-year, well above its five-year average annual growth of 22.3%. The stock is trading at a Price-to-Earnings ratio of 11.2x, which is lower than both the peer group’s 11.9x and the US Banks industry average of 11.3x. The latest results suggest meaningful profit and margin expansion, with no major risks currently apparent and a valuation profile that may...

Amalgamated Financial (AMAL) reported net profit margins of 33.9%, in line with last year. Over the past five years, the company’s earnings have grown 19.7% per year; however, growth in the past year slowed to 4.5%. Shares currently trade at a Price-to-Earnings ratio of 8x, which is well below the US Banks industry average of 11.3x and the peer average of 10.2x. The share price also remains below an estimated fair value of $65.49. The combination of strong multi-year profit growth, resilient...

Trying to decide what to do with Cadence Bank stock? You are not alone. Investors have been keeping a close eye on this bank, especially after a stretch of volatility shaking up the regional banking sector. Recently, Cadence Bank's share price dipped by 1.1% over the past week and is down more substantially at 5.1% over the last month. Despite these dips, the stock remains up 5.1% year-to-date, and has seen gains of 7.9% in the past year, with a notable 80.9% climb across the last five years...

Ryder System (R) posted a net profit margin of 4% for the period, holding steady from last year, while its earnings growth rate came in at 2%, which is well below the company’s 18% per year average over the past five years. Looking ahead, analysts see annual earnings growth of 9.8% and revenue growth of 5.4%, both trailing the broader US market’s expected gains. Ryder’s solid profitability and value-focused metrics remain key pillars for investors, even as growth rates moderate compared to...

LendingClub (LC) posted net profit margins of 8%, up from 4.7% in the previous period, while earnings soared by 100.6% over the past year, far outpacing its five-year compound annual growth rate of 30%. The company’s stock, trading at $18.25 per share, appears undervalued versus a discounted cash flow fair value estimate of $25.94, even as its price-to-earnings ratio remains above industry averages. With forecast annual earnings growth of 38.1% and an improved profitability profile, investors...

Pool (POOL) reported earnings that show profit growth of 6.5% annually and revenue growth of 4% per year. Both figures trail the broader US market averages of 15.5% and 10%, respectively. Net profit margin now stands at 7.7%, lower than last year’s 8.5%, with earnings having declined by 2.8% per year over the past five years. Despite the company’s good value in certain areas and an attractive dividend, investors may be cautious given the moderating margins, a price-to-earnings ratio of 27.4x...

Ventyx Biosciences (VTYX) is in the spotlight after announcing positive Phase 2 results for its oral drug, VTX3232, which targets obesity and cardiovascular risk factors. The trial reported a substantial drop in inflammation markers. See our latest analysis for Ventyx Biosciences. Ventyx’s positive trial news gave momentum a significant boost, with the share price leaping 135.7% in the past month and delivering a remarkable 208.4% year-to-date share price return. However, the three-year total...

Honeywell International (HON) closed out the quarter with a net profit margin of 14.3%, slipping from last year’s 15.5% as annual earnings contracted despite a five-year annual earnings growth rate of 3.7%. Looking ahead, analysts expect earnings to grow at a 7.4% rate per year, well behind the US market’s 15.5% average, and revenue growth to track at 4.4% annually. With margins still healthy and a reputation for quality earnings, the results highlight a steady but unspectacular performance...

Altisource Portfolio Solutions (ASPS) remains unprofitable but has managed to reduce its annual losses by 33.9% per year over the past five years. While the company’s net income has not turned positive and profit growth has not accelerated recently, its Price-To-Sales Ratio of 0.8x stands well below the peer average of 3.4x and the US Real Estate sector average of 2.6x. Investor attention is likely to center on operational progress and revenue momentum, even as shareholder dilution and...

Sonoco Products (SON) reported a net profit margin of 2.6% for the past year, slightly below the prior year’s 2.8%, while posting impressive annual earnings growth of 42.5%. This result is well ahead of its five-year average of 7.4% per year. Despite earnings volatility from a one-off $302.5 million loss, forecasts call for earnings to climb 19.1% per year and revenue to grow at 4.3% per year, even as shares trade at a premium 22.1x price-to-earnings multiple. Investors now face a balancing...

Wyndham Hotels & Resorts (WH) delivered a 25.6% annual earnings growth rate over the past five years, accelerating to 33.6% in the most recent year. Net profit margins jumped to 23.6%, up from last year’s 18.3%, while earnings are projected to grow at 9.67% per year going forward, which is slower than the broader US market’s pace. Investors find more reward signals than risks this quarter, with the company trading at $76 per share and strong earnings quality supporting overall positive...

FirstEnergy (FE) booked a net profit margin of 9.4%, up from 6.9% last year, while annual earnings grew 46.3% compared to a five-year average annual decline of 0.7%. Earnings are forecast to grow 6.3% per year and revenue by 4.1% per year, but both rates trail the broader US market. Investors are weighing a powerful recent acceleration in profit against the company’s above-DCF fair value share price. Its Price-to-Earnings ratio of 20.5x sits below industry and peer averages, offering a...

First BanCorp (FBP) reported average annual earnings growth of 13.3% over the past five years, though the latest results reveal net profit margins have slipped to 34.4% from last year’s 35.5%. EPS and revenue are forecast to grow at 4.4% and 4.9% per year, but those rates trail expectations for the broader US market. While investors have enjoyed favorable value signals and consistently high earnings quality, the recent pause in earnings momentum and a slight margin dip add a note of caution...

Banc of California (BANC) has turned profitable over the past year, flipping to high-quality earnings just as forecasts call for a robust 30.4% annual EPS growth, well ahead of the broader US market’s 15.5% pace. Revenue is expected to climb 11.7% per year, beating out the 10% advance seen across the US market. Shares are currently trading at $16.54, below some models’ fair value estimate of $19.17. Investors are weighing the strong outlook and accelerating margins against a relatively low...

Veris Residential (VRE) has recently swung to profitability, posting average earnings growth of 30.3% per year over the past five years, with the turnaround to profit coming in the last twelve months. However, the latest results were inflated by a one-off gain of $104.8 million, which is not expected to return and clouds the picture of ongoing operations. While revenue is forecast to grow at just 2.1% per year, well behind the estimated 10% annual pace of the broader US market, earnings are...

TransUnion (TRU) posted a one-off loss of $139.6 million in its latest twelve-month period through September 30, 2025, reflecting a significant hit to its bottom line. Over the past five years, earnings have declined by 18.3% per year, though the company has recently returned to profitability and is now forecast to deliver annual EPS growth of 19.9%, which is well above the US market average of 15.5%. Investors are weighing a positive swing in profit margins and a compelling growth outlook...

Kearny Financial (KRNY) has turned a corner this year, reporting profitability after a long stretch of declining earnings. Over the past five years, its earnings dropped by a steep 50.2% per year, but a recent uptick in net profit margin and a return to positive earnings mark a notable shift in its track record. With high quality earnings now back on the table, investors are weighing this improvement in margins against a valuation that looks rich compared to sector averages and the underlying...

Peapack-Gladstone Financial (PGC) recorded earnings growth of 6.4% over the past year, reversing a five-year trend of annual earnings declines averaging 4.4%. The company’s net profit margin landed at 13.8%, falling short of last year’s 15.4%, and its market expectations remain upbeat with earnings forecast to grow 35.9% per year compared to the broader US market’s 15.5%. With growth drivers such as strong analyst forecasts and broader value upside, the results give investors reasons to keep...

Goosehead Insurance (GSHD) is forecasting annual earnings growth of 34.66%, easily surpassing its historical average and the market’s broader pace. Net profit margin has climbed to 8.6% from last year’s 6.8%, with revenue expected to climb 19.1% per year, both figures outpacing US market trends. With earnings growing at 42.5% per year over the last five years, the company is showing real operational and financial momentum that may draw investor attention, though its premium valuation will...