U.S. Software Stock News

Mobileye Global (MBLY) remains unprofitable, having seen its losses worsen by an average of 84.8% per year over the past five years. Still, revenue is forecast to grow at 22.4% per year, which is more than double the broader US market’s expected 10% pace. Earnings are anticipated to climb at 74.46% annually, and the company is projected to reach profitability within three years. For investors, this growth story comes with the promise of rapid expansion, but also the reality of ongoing losses...

If you’re staring at Triumph Financial and debating whether it’s time to buy, hold, or move on, you’re not alone. Over the last week, shares have surged an impressive 11.8%, shaking off a longer-term downward trend that has left the stock down 35.4% year-to-date. These sharp moves are more than just numbers on a screen. They reflect shifts in how investors perceive Triumph’s risk and growth prospects, especially after a stretch of turbulent financial sector headlines and changes in regulatory...

If you’ve been watching Qorvo’s stock and wondering whether it’s time to buy, hold, or wait it out, you’re not alone. After a bumpy year with shares down 7.0% over the past 12 months and still off by nearly 28% from five years ago, it’s natural to question what comes next. Yet, year-to-date, Qorvo is up an impressive 32.0%, with a relatively flat -1.3% over the last 30 days and almost no movement this past week. These numbers paint a picture of a stock that’s both recovering and...

CenterPoint Energy (CNP) is forecasting earnings growth of 12.5% per year, with revenue expected to rise 6.4% annually. Net profit margins have declined to 10.4% from 12% a year ago, and over the last five years, annual earnings growth has averaged 3.4%. While these forecasts point to ongoing profitability, both revenue and earnings growth are tracking below broader US market expectations. See our full analysis for CenterPoint Energy. Next, we will see how these headline numbers stack up...

Annaly Capital Management (NLY) just posted forecasts pointing to annual earnings growth of 28.07% and revenue set to climb by 21.8% each year, both comfortably ahead of US market averages. The company became profitable over the past year, with net profit margins improving during the period. For investors, strong growth prospects and a track record of high-quality earnings are balanced by some caution around financial stability and dividend sustainability. See our full analysis for Annaly...

Allegion (ALLE) posted earnings growth of 13% over the past year, outpacing its 5-year average of 11% annually. Net profit margins climbed to 16.2% from last year's 15.1%, reflecting improved profitability. Looking ahead, analysts expect earnings to grow 8.9% per year and revenue to increase by 6.8% per year, both slightly lagging the broader US market averages. While operational results have been impressive, Allegion’s shares currently trade above estimated fair value. The price-to-earnings...

Earnings at Molina Healthcare (MOH) have grown at an average pace of 12% per year over the past five years, with forward estimates pointing to a 10.74% annual rise. The most recent data puts net profit margins at 2.1%, a step down from last year’s 3% and a trend that investors will be closely watching. While top-line growth remains solid, continued profit expansion will depend on how effectively the company addresses this margin pressure and maintains its current momentum. See our full...

Thinking about what to do with Danaos stock right now? You’re not alone. With shares closing recently at $87.26 and coming off a five-year gain of more than 1,100%, this company has certainly attracted its share of attention. Even over the past year, Danaos has climbed 10.6%, with a 5.3% gain year-to-date. However, the last month has seen a small pullback of -5.8%, which could be giving investors pause. The short-term dip comes amid broader industry chatter about shipping demand and shifting...

Churchill Downs (CHDN) posted a net profit margin of 14%, down from 15.4% the previous year, as earnings growth reversed from the previous trajectory of 21.7% growth per year to a decline over the latest period. The stock is currently trading at $103.68, significantly below the estimated fair value of $148.07. The forward outlook shows earnings expected to grow 7.2% per year and revenue to rise 3.7% annually. With a price-to-earnings ratio of 17.9x that undercuts peers and the broader US...

Valero Energy (VLO) posted a net profit margin of 0.6%, a sharp drop from 4.4% the year before, as a one-off $1.1 billion loss weighed on results for the twelve months through September 2025. Over the past five years, VLO’s annual earnings grew 21.6%, but that streak broke this year with a decline, despite the share price now sitting at $173.13, which is well below a discounted cash flow fair value estimate of $301.08. Against this backdrop, investors are weighing a forward-looking earnings...

Las Vegas Sands (LVS) reported net profit margins of 12.7%, slightly below last year's 13.3%, as recent earnings growth came in at 3.5% compared to the company’s five-year average annual gain of 62.5%. Despite the moderation, the company remains profitable with high quality earnings and forecasts pointing to annual earnings growth of about 15.05%, along with revenue growth of 5.6% per year, which trails the broader US market’s 10% pace. See our full analysis for Las Vegas Sands. Next, we’ll...

QCR Holdings (QCRH) delivered average annual earnings growth of 10.9% over the past five years. Most recently, earnings growth moderated to 4.5%. Net profit margins climbed to 36.2%, up from 34.1% a year ago. Looking ahead, revenue is forecast to grow at 12.2% per year, outpacing the broader US market. However, earnings growth is expected to lag the industry. Following these results, investors are likely to see a combination of margin improvement and robust top-line prospects, set against...

T-Mobile US (TMUS) delivered a net profit margin of 14.5%, up from 12% a year ago, with high quality earnings reported for the period. Over the past five years, earnings have grown by an average of 38.6% per year, while the latest year’s growth of 29.2% signaled continued positive momentum, although it remained below the longer-term trend. Looking ahead, earnings are expected to rise roughly 15% annually and revenue growth is forecast at 4.8% per year. Both figures are just below broader US...

IMAX (IMAX) reported net profit margins of 9%, up from 6% a year ago, and posted earnings growth of 53.3% over the past twelve months with an impressive five-year compound annual growth rate of 80.1%. Looking ahead, company earnings are forecast to rise 25.3% per year, well ahead of the US market's expected 15.5% annual growth. Revenue is expected to expand at a modest 5.5% per year. Higher earnings quality, improved profitability, and a valuation below fair value could drive further positive...

Popular (BPOP) reported a net profit margin of 25.7%, a notable increase from 19.7% the previous year. Earnings climbed 40.9% over the last twelve months compared to a 4% average annual decline over the past five years. Looking ahead, analysts expect annual earnings growth of 6.7% and revenue growth of 6%, both slightly behind overall US market trends. However, the company stands out for its high-quality earnings and attractive dividend. See our full analysis for Popular. Now, let’s see how...

AutoNation (AN) delivered a 3% annual decline in earnings over the past five years, with net profit margins slipping to 2.3% from 2.9% last year and reporting negative earnings growth in the most recent period. While forward-looking forecasts point to 7.29% annual earnings growth, this rate trails the US market’s broader earnings growth of 15.5% per year and revenue growth expectations of 10% per year. Margin compression and a pattern of steady but subdued growth are affecting sentiment...

Boston Scientific (BSX) delivered a net profit margin of 14.4%, an improvement over last year’s 11.3%, and achieved earnings growth of 55.7% year-over-year compared to its five-year average of 20.9% per year. Shares currently trade at $102.39, well above the estimated fair value of $87.13, with a Price-To-Earnings ratio of 54.4x that outpaces both peer and industry averages. While the company is forecast to grow revenue and earnings at solid rates in line with or ahead of the US market, its...

Brandywine Realty Trust (BDN) remains unprofitable, with net losses accelerating at a steep 76.5% per year over the past five years. Revenue is projected to grow at 10% annually, which matches the broader US market rate, but the company is not expected to turn a profit within the next three years. Despite shares appearing fairly valued on a price-to-sales basis compared to peers and the US Office REITs industry average of 2.2x, they trade above an estimated fair value of $1.74 based on...

Truxton (TRUX) posted a 13.1% jump in annual earnings, outpacing its five-year growth average of 10.7%. The company’s net profit margin edged down to 37.1% from last year’s 38.1%, while its EPS translated to a Price-to-Earnings Ratio of 12.6x, sitting above both the industry and peer averages. Shares closed at $84.9, noticeably under the estimated fair value of $136.04, with investors weighing attractive dividends, steady profit growth, and overall value against the minor dip in margins. See...

Moody’s (MCO) reported net profit margins of 29.9%, up from 29% a year ago, and delivered earnings growth of 12% for the year. Forecasts call for annual earnings growth of 11.2% and revenue growth of 7%, both trailing the broader US market’s expected rates. Investors are weighing these high-quality profits and steady growth against a premium valuation, with shares trading at $479.3, which is well above the estimated fair value. See our full analysis for Moody's. Next, we’ll see how these...

Alcoa (AA) has returned to profitability over the past five years, delivering average annual earnings growth of 5.5%. However, a one-off $1.1 billion loss in the 12 months to September 30, 2025, weighed on recent results. Despite an improved net profit margin and a low Price-To-Earnings Ratio of 9.1x compared to industry and peers, the forecast for declining earnings along with muted 0.6% annual revenue growth has left the stock trading at $40.14, well below its estimated fair value of...

Southern Missouri Bancorp (SMBC) reported a net profit margin of 33.1%, a notable rise from last year's 31.1%. Annual EPS growth reached 16.8%, outpacing its 5-year average growth rate of 7% per year. Over the past five years, SMBC’s earnings have continued to climb at a compounded rate of 7% annually, while its Price-To-Earnings Ratio of 10.1x is lower than both the peer average of 17.2x and the US Banks industry average of 11.3x. With a share price of $52, SMBC currently trades below its...

Ategrity Specialty Insurance Company Holdings (ASIC) posted a net profit margin of 17.3%, well above last year’s 11.9%, with high-quality earnings underpinning the results. With revenue forecast to grow at an impressive 32.4% per year and earnings projected to rise 27.9% annually, ASIC is outpacing the US market, while the shares, trading at $18.77, remain below the analyst’s $38 fair value estimate. Investor sentiment is likely to be focused on the company's strong growth prospects and the...

Century Communities (CCS) posted a net profit margin of 5.2%, retreating from last year’s 7.4% and capping off a $65.08 share price that sits well above analyst targets. Over the past five years, EPS has slipped by an average of 5% annually, and future guidance points to further 22.1% EPS declines per year through the next three years, even as revenue is expected to grow just 1.9% annually, trailing the US market’s 10% pace. With margins under pressure and negative profit growth, the main...