U.S. Software Stock News

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...

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...