U.S. Software Stock News

CPI Card Group (PMTS) posted net profit margins of 2.8%, down from 3.4% last year, highlighting a decline in profitability. The company’s earnings grew at an average annual rate of 1.3% over the past five years, though earnings growth turned negative this most recent year. While PMTS is forecasted to achieve an 8.3% compound annual growth rate in revenue, which is slower than the US market’s 10.5%, its Price-To-Earnings ratio of 11x stands well below peer and industry averages. With the share...

National Storage Affiliates Trust (NSA) posted a year shaped by slowing expansion, with earnings projected to grow at 6.68% per year and revenue at 3.3% per year. Both figures trail the US market, which averages 16% and 10.5%, respectively. After delivering 8.9% average annual earnings growth over the past five years, NSA saw its most recent year marked by negative earnings growth and a net profit margin slip from 18.2% to 6.4%. Investors are weighing consistent, if muted, long-term growth...

Chicago Atlantic Real Estate Finance (REFI) delivered impressive 11.8% annual earnings growth over the past five years, with high quality results supporting its profitability. Recent filings show net profit margins at 65.9%, just below last year's 67.8% mark. Guidance now signals a 2.8% yearly decline in earnings over the coming three years and revenue growth of 5.8% per year, which lags the US market’s 10.5% forecast. Investors face a key question as they weigh REFI’s discounted share price...

Ecovyst (ECVT) reported continued unprofitability, recording losses that have increased at an annual rate of 12.9% over the past five years. Despite these challenges, analysts forecast an 85.2% annual growth in earnings moving forward, with the company expected to reach profitability within three years. The share price trades well below the estimated fair value of $28.83, sitting at $7.84, while the Price-To-Sales ratio of 1.2x remains in line with the broader US chemicals industry. Investors...

Orthofix Medical (OFIX) remains unprofitable, with losses expanding at a steep 42.7% annual rate over the last five years. Despite revenue being forecast to grow at 4.8% per year, lagging the broader US market’s 10.5% pace, the share price sits at $14.87, which is well below an estimated fair value of $25.85. For investors, the premium lies in the stock’s discounted valuation, as Orthofix trades with a notably low 0.7x price-to-sales ratio compared to much higher industry and peer multiples,...

Douglas Elliman (DOUG) remains in the red this year, with losses compounding by an annualized 54.2% over the last five years and no turnaround in net profit margin. Its price-to-sales ratio sits at 0.2x, a significant discount to the 3.3x peer average and 2.6x industry mark. This places shares at the lower end of sector valuation. With revenue and earnings showing no signs of growth, investors face few immediate reasons for optimism beyond the company’s comparatively low sales multiple. See...

Brightstar Lottery (BRSL) remains in the red but is eyeing a turnaround, with losses shrinking by 51.4% per year over the past five years and expectations for profitability within the next three. While earnings are projected to surge by 76.68% per year, revenue is set to grow more modestly at 1.3% per year, trailing the 10.5% US market average. With margins still negative and profitability yet to be delivered, investors are weighing BRSL's rapid earnings forecast against its slow revenue...

Wondering if Barrett Business Services could be a hidden value play or just another stock on your watchlist? Let’s dig into what really matters when sizing up its worth. After climbing a solid 8.4% over the past year and delivering an impressive 139.1% return in the last five years, the stock has recently cooled off, sliding 2.7% in the past week and 10.4% this past month. Shares have drifted in recent weeks as sector momentum faded and investors weighed mixed signals from broader labor...

Knife River (KNF) is forecasting earnings growth of 18.7% per year, well ahead of the broader US market’s expected 16% annual increase, while revenue is set to grow at 5.9% per year, trailing behind the US average of 10.5%. Despite five-year annualized earnings growth of 7.2% and high-quality earnings, the most recent profit margin slipped to 4.9% from last year’s 6.9%. Shares are currently trading at $66.22, which is above the estimated fair value of $59.10. See our full analysis for Knife...

Grab Holdings (NasdaqGS:GRAB) has turned profitable this year, with its net profit margin on the rise and earnings forecast to grow at an impressive 39.5% per year. That rate is well ahead of both the US market’s average earnings growth of 16% and Grab’s own expected annual revenue growth of 15.8%. This figure also surpasses the US market’s 10.5% forecast. Over the last five years, earnings surged at a 55.3% annual pace, reinforcing Grab's position as a company in the midst of rapid earnings...

Crawford (CRD.B) delivered a standout year, with earnings surging 62.5% after several years of declines, and net profit margins improving to 2.5% from 1.6%. Looking ahead, earnings are projected to grow 25.4% per year, well ahead of the broader US market’s expected 16% pace. However, revenue growth is set to trail the market. These results, driven by higher profit and revenue growth, are likely to focus investor attention on the company’s improving profitability and margins. See our full...

TopBuild (BLD) posted a net profit margin of 10.8%, down from 11.7% the previous year, while the company’s earnings have grown at an annualized rate of 18% over the past five years. However, recent momentum has slowed, with negative earnings growth reported for the most recent period, and forward-looking expectations point to just 2.5% annual earnings growth and 9.9% revenue growth, both trailing behind US market averages. The stock trades at a price-to-earnings ratio of 20.6x, which is a...

Stanley Black & Decker (SWK) just turned the corner on profitability after years of declining earnings, reporting a projected earnings growth rate of 30.2% per year that outpaces both its industry and the broader US market. Revenue, however, is forecast to grow at a slower clip of 3.9% per year, trailing the US market’s expected 10.5% gain. The company’s return to profitability comes after a notable one-off loss of $525.6 million over the last twelve months, putting renewed focus on the...

Nuvation Bio (NUVB) posted another year of widening losses, with its net income declining at an average annual rate of 45.2% over the past five years. Still, analysts expect revenue to surge by 51.23% per year, outpacing the broader US market’s average growth of 10.5%. Despite the robust outlook, shares currently trade at $4.83, well below the company’s estimated fair value of $19.43 based on a discounted cash flow model. Profitability remains elusive and margins show no signs of meaningful...

Gaia (GAIA) remains in the red, recording unprofitable results with net losses worsening at an average annual rate of 48.7% over the past five years. Despite the ongoing losses, forecasts now point to rapid improvement, with earnings expected to grow by 95.93% per year and a return to profitability within three years. This would outpace most of the market. Meanwhile, revenue growth is set to reach 14.1% annually, which exceeds the predicted 10.5% average across the US market. At a trading...

Verastem (VSTM) is on track for standout top-line growth, with revenue forecast to surge 55.7% per year, well ahead of the broader US market’s 10.5% pace. Despite this bullish revenue outlook, the company remains unprofitable and is projected to stay in the red for at least the next three years, as losses have risen by 23.7% per year over the past five years without net margin improvement. Investor focus this quarter will be on whether Verastem can turn strong growth potential into a path...

Centerspace (CSR) is forecasting a steep annual earnings decline of 36.6% over the next three years, even as revenue is expected to grow modestly at 2.2% per year, trailing the broader US market’s 10.5% pace. While the company has recently turned profitable, reported net profits were boosted by a one-off gain of $52.9 million. Its average annual earnings have fallen by 16% over the past five years. With growth rates lagging and profit quality impacted by non-recurring items, investors may...

IDEAYA Biosciences (IDYA) reported a 45.2% per year increase in losses over the past five years and is forecasted to remain unprofitable for at least the next three years. However, revenue is projected to grow at 28.3% per year, notably outpacing the US market average of 10.5%. With robust top-line growth but continuing net losses, the results reflect a company in high-growth mode with persistent profitability hurdles for investors to watch. See our full analysis for IDEAYA Biosciences. Next,...

Integral Ad Science Holding (IAS) posted current net profit margins of 7.9%, improving from 6.4% a year ago, while earnings grew 42.9% over the last twelve months. This is an impressive figure, though it remains below the robust five-year average growth rate of 73.5% per year. Looking ahead, analysts project revenue to rise at 10.1% per year and forecast significant earnings growth at 23.1% per year, both pointing to momentum outpacing much of the US market. With margins expanding and growth...

Neuronetics (STIM) is currently unprofitable, with annual losses widening by 10.3% on average over the past five years. Despite no improvement in net profit margin and the expectation that the company will remain unprofitable for at least the next three years, revenue is forecast to climb 12.1% a year, outpacing the broader US market’s 10.5% growth rate. Investors are likely to weigh the company’s above-average growth prospects and relatively attractive price-to-sales ratio of 1.5x against...

Life Time Group Holdings (LTH) posted robust earnings momentum, with net profit surging 101.6% year-over-year and profit margins improving to 9.9% from 5.7% the previous year. Investors saw earnings climb 73.2% per year on average over the past five years, while forecasts call for continued double-digit growth. For investors, the company’s steady profit expansion, improving margins, and appealing relative valuation set a strong tone for this earnings cycle. See our full analysis for Life Time...

Bancorp 34 (BCTF) recently returned to profitability, reversing its net profit margin compared to the prior period. Despite this progress, earnings have declined by 7.4% per year on average over the past five years. Its price-to-earnings ratio of 15.6x remains higher than both the US Banks industry average of 11x and the peer average of 11.6x. While the company is recognized for high quality earnings, the higher valuation multiples and lingering risks around future growth may weigh on...

Anywhere Real Estate (HOUS) is currently unprofitable, with losses over the past five years growing at an annual rate of 18.2%. Shares are trading at $10.98, below the estimated fair value of $16.31 based on discounted cash flow analysis. Earnings are forecast to rebound sharply, with 128.7% annual EPS growth expected, and the company is projected to return to profitability within three years. However, revenue is only forecast to rise by 8.4% per year, which trails the broader US market’s...

Solaris Energy Infrastructure (SEI) delivered a jump in net profit margin to 6.7% from last year’s 4.5%, riding a powerful 185.3% annual earnings growth that leaves its five-year average of 51.1% behind. Forecasts point to revenue growing 22.1% per year and an earnings climb of 41.4% per year, both well ahead of the broader US market pace. In this context of robust profitability, investors have to weigh a below-fair-value share price of $53.71 versus a discounted cash flow estimate of...