U.S. Software Stock News

Inogen (INGN) continues to face pressure on the bottom line, with losses rising at an annualized rate of 31.9% over the past five years and expectations set for ongoing unprofitability over the next three years. At the same time, revenue growth is forecast at just 6.2% per year, trailing the broader US market’s projected 10.5% pace. The company has not demonstrated any improvement in net profit margin during the last year. While the earnings outlook remains challenging, valuation metrics...

Hyster-Yale (HY) reported earnings shaped by a mix of standout historical growth and recent setbacks. Over the past five years, earnings have climbed at a 42.2% annual rate, but the latest period saw earnings dip due to a one-off $38.5 million loss. Net profit margins slipped to 0.6% from 4.1% last year, highlighting the recent profitability pressure. With revenue expected to grow at 2% per year and earnings forecast to accelerate at 31.7% annually, well above the U.S. market average,...

Tile Shop Holdings (TTSH) delivered another difficult quarter, with ongoing unprofitability and no progress in net profit margin over the past year. Losses have deepened at an average annual rate of 16.6% over the last five years, and shares currently trade at $6.37, well above an estimated fair value of $1.44. With no expectation of revenue or earnings growth on the horizon and a Price-To-Sales Ratio of 0.8x that looks stretched compared to sector benchmarks, investors have little near-term...

Sleep Number (SNBR) continues to face headwinds, reporting another year of rising losses, which have increased at an annual rate of 67.7% over the past five years. Despite a persistently negative net profit margin, the outlook has brightened with forecasts calling for annual earnings growth of 97.54% and a return to profitability within the next three years. This rate would outpace the broader market. Revenue is expected to grow at 3.6% per year, trailing the US average of 10.5%. However,...

Trinity Capital (TRIN) delivered high quality earnings this period, with net profit margins rising to 54.4%, up from 41.8% a year ago. The company has been profitable over the past five years and recently reported an impressive 73.7% annual earnings growth rate, well ahead of its five-year average of 19.5%. While profitability trends remain strong, analysts are forecasting much slower growth ahead, with annual earnings expected to tick up just 0.2% and revenue to grow at 3.8%. This suggests a...

Par Pacific Holdings (PARR) remains unprofitable, but has managed to cut its losses at an impressive clip of 41.2% per year over the past five years. Investors are eyeing a projected 0.4% annual revenue decline over the next three years and continue to grapple with both negative net profit margins and ongoing poor earnings quality, as the company shows no signs of recent profitability to benchmark against previous years. With margins under pressure, the latest results set the stage for a key...

Berry (BRY) has become profitable over the past five years, reporting an average earnings growth of 41.6% per year. Looking ahead, earnings are expected to surge another 159.2% annually, but revenue is forecast to decline at an average pace of -1.1% per year for the next three years. The company also recorded a one-off loss of $3.9 million in the most recent financial year, tempering the near-term earnings outlook. Investors will be weighing this mix of rapid projected earnings growth and...

Braemar Hotels & Resorts (BHR) remains unprofitable, with no improvement in its net profit margin over the last year. Over a five-year stretch, however, the company has steadily narrowed its losses at a rate of 7.3% per year. Revenue is forecast to grow at just 0.9% annually, compared to the broader US market’s projected 10.5% growth. In this operational context, BHR’s price-to-sales ratio of 0.2x stands out as especially low relative to both the industry and peers. The share price of $2.58...

Owens Corning (OC) is forecasting annual earnings growth of 20.4%, outpacing the broader US market’s expected 16% per year, but revenue is set to rise by just 1.5% per year compared to the market’s 10.5%. Net profit margin dropped to 6% from 10.8% last year, with the most recent numbers impacted by a one-off $675 million loss. Investors are watching closely as the company now trades at a P/E of 13.2x, well below both the US Building industry average and its peers, and its current share price...

XPEL (XPEL) posted revenue growth forecasts of 14% per year, comfortably beating the broader US auto components sector's 10.5% growth outlook. Earnings are predicted to accelerate even faster, with EPS expected to expand 30.7% per year, well ahead of the market's 16% annual average. Meanwhile, the current net profit margin edged down to 10.8% from last year's 11.6%. The combination of robust forecasted growth, a share price trading below estimated fair value at $35.31 per share, and...

Thinking of investing in BancFirst and wondering if the stock is truly undervalued, or if there is more to the story? You are not alone. Many savvy investors are taking a closer look at its numbers. BancFirst shares have been on a wild ride, rising 1.1% in the last week, despite dropping 13.0% over the past month and showing a year-to-date decline of 4.7%. However, if you zoom out, they are still up 130.4% over the past five years. Much of this recent volatility is linked to news around...

Ovintiv (OVV) has achieved an average annual earnings growth of 49.2% over the past five years. However, the latest 12 months saw net profit margin shrink to 6.6% from 18.8% in the previous year. Results for the period include a notable one-off loss of $1.2 billion, which weighed on reported earnings. Looking ahead, revenue is forecast to rise 2.8% per year, trailing the broader US market's expected 10.5% annual growth. Meanwhile, earnings are projected to climb 39.8% per year, outpacing the...

Taboola (TBLA) has turned profitable for the first time, with its net profit margin showing clear improvement over the past year. The company’s earnings are forecast to grow at an impressive 32.4% per year, more than double the US market’s average, while revenue is expected to grow at 6.9% annually, trailing the broader market’s 10.5%. Shares recently traded at $3.71, which is well below an estimated fair value of $10.05. The current Price-To-Earnings Ratio stands at a hefty 80.9x, indicating...

Avadel Pharmaceuticals (AVDL) continues to operate at a loss, with losses having grown at an average annual rate of 12.4% over the past five years and a net profit margin that remains unimproved year over year. Despite its current lack of profitability, Avadel’s revenue is forecast to climb 15.6% annually, which is ahead of the broader US market’s 10.5%. Earnings are projected to surge by 40.12% each year. The company is anticipated to reach profitability within three years, and with its...

Wheels Up Experience (UP) remains unprofitable, with losses widening at an annual rate of 21.3% over the past five years. Margins have shown no signs of recovery, and profitability is still in the red. With a Price-to-Sales Ratio of 1.1x, the company trades at a premium compared to both its peers (0.4x) and the industry average (0.5x), which further underscores caution around its current valuation. See our full analysis for Wheels Up Experience. The next section puts these earnings numbers...

Essential Utilities (WTRG) reported annual earnings growth of 7.5% and revenues forecast to rise 5.7% per year. Both figures are running below US market averages of 16% for revenue and 10.5% for earnings. Current net profit margins sit at 27.6%, just shy of last year’s 28.7%. The company’s five-year profit growth rate of 13.2% and a recent earnings jump of 16% demonstrate some resilience. A price-to-earnings ratio of 17.2x places shares below peer averages, even as the current share price...

DMC Global (BOOM) recorded a continued rise in net losses, with the bottom line deteriorating at an annual rate of 65.5% over the past five years, and no improvement in net profit margin. At the same time, shares are trading well below fair value at $6.25, compared to an estimated fair value of $13.29. The company's price-to-sales ratio stands at just 0.2x, significantly undercutting both the US Energy Services industry and its peers. While the persistent unprofitability and weak margins are...

Supernus Pharmaceuticals (SUPN) posted a jump in net profit margin to 9.7%, a substantial leap from just 0.8% a year earlier, while annual earnings soared by 1131.1%, far ahead of its 5-year average of minus 27% per year. With forecasts calling for 54% earnings growth and 14.6% revenue growth per year, and analysts highlighting high quality earnings, investors are taking a hard look at the company’s momentum. As shares continue to trade below analyst price targets, much of the conversation...

NeuroPace (NPCE) remains unprofitable, but recent progress on the bottom line includes losses shrinking by 2.2% per year over the past five years. Forecasts show revenue is on track to grow 14.9% annually with earnings expected to rise at a rapid 64.52% per year. Analysts anticipate the company will reach profitability within three years. These trends suggest that while the margin story is still developing, improving financials point to potential upside for investors keeping an eye on...

Baldwin Insurance Group (BWIN) remains unprofitable, with losses having grown at an annualized rate of 22.7% over the past five years. Looking ahead, analysts expect earnings to surge at 81.77% per year and revenue growth of 11% annually, both outpacing the broader US market. The key message for investors is the possibility of significant profit and revenue growth in the coming periods, which would be a notable shift from the company’s history of mounting losses. See our full analysis for...

Centessa Pharmaceuticals (CNTA) is forecast to deliver stellar annual revenue growth of 74.3%, far surpassing the broader US market’s 10.5% pace. Despite the robust top-line outlook, the company remains unprofitable and is expected to continue operating at a loss over the next three years. While losses have narrowed at an average rate of 4.3% per year over the past five years, there are no signs of an imminent shift toward profitability. This raises the stakes for investors weighing rapid...

Frontdoor (FTDR) delivered robust earnings growth of 24.8% over the past year, comfortably ahead of its five-year average of 21.2% annually. Net profit margins expanded to 13.1% from 11.4% last year, and the company maintained consistently high-quality earnings throughout this period. Looking forward, Frontdoor’s modest growth outlook and classification as good value, against a slightly discounted share price, position operational strength and improved margins at the forefront for investors...

PPL (PPL) reported robust earnings growth, with EPS surging 17.5% for the year and a five-year annualized earnings growth rate of 20.9%. Net profit margin also advanced, reaching 11.2% compared to 10.2% in the prior year. Looking forward, consensus forecasts point to annual earnings growth of 12% and revenue growth around 5%. Both are trailing the broader US market. Investors must also weigh the elevated P/E ratio of 27.3x, with the stock trading well above its estimated fair value. Alongside...

Cricut (CRCT) reported net profit margins of 10.1%, up from 9.2% last year, while delivering 5.7% earnings growth versus its challenging five-year average of -26.8% per year. Long-term, earnings have declined at an average rate of 26.8% annually, and looking forward, revenue is projected to contract by 0.2% annually over the next three years. Investors are weighing improved current profitability and margin expansion against ongoing revenue and earnings headwinds, leaving the market at a...