U.S. Software Stock News

JAKKS Pacific (JAKK) reported net profit margins at 1.3%, a sharp pullback from last year’s 4.8%, as recent profitability turned negative year-on-year despite strong 31% average annual earnings growth over the past five years. Looking ahead, analysts are betting on a rebound with earnings forecast to jump 138.5% annually over the next three years, although revenue is only expected to grow 5.7% per year, trailing the broader US market. Margins have compressed and valuation is looking rich,...

SPX Technologies (SPXC) delivered robust earnings performance with net profit margins rising to 10.4%, up from 9.2% a year ago, signaling tangible improvement in profitability. Earnings have grown 26.6% over the past year, which is below the five-year compound annual growth rate of 29.7%. Forward-looking forecasts call for annual earnings growth of 21.2%, far outpacing the broader US market’s projected 15.9% rate. Revenue is expected to rise by 8.3% annually, below the US average. The...

MasTec (MTZ) posted a striking 272.8% earnings growth over the past year, reversing a five-year average slide of 23.3% per year. Net profit margins expanded to 2.4%, up from last year’s 0.7%. Annual revenues are projected to grow at 8.4%, trailing the broader US market’s 10.3% pace. With earnings expected to outpace the market at 22.7% growth per year for the next three years, investors are eyeing this rapid shift in profitability and the ongoing margin improvement as the biggest story from...

Tiptree (TIPT) delivered an impressive 81.4% annual earnings growth over the past twelve months, with net profit margins rising to 2.8% compared to last year’s 1.6%. While the current share price sits at $17.71, well above the $12.24 analyst fair value estimate, the company’s consistent profitability and margin expansion over the last five years are clear positives for investors. See our full analysis for Tiptree. Next up, we’ll see how these results stack up against prevailing narratives,...

Amneal Pharmaceuticals (AMRX) has posted a standout earnings outlook, with net income projected to grow at a rapid 80.1% per year for the next three years, far surpassing the US market average of 15.9%. While the company’s revenue is expected to grow at a slower pace of 7.7% per year, recent filings confirm its return to profitability and an improvement in net profit margins compared to the previous year. Amid these results, Amneal’s shares currently trade at $10.82, notably below the...

Digimarc (DMRC) remains unprofitable and is forecast to stay in the red for at least the next three years. The company has managed to trim its losses by about 1.6% per year over the past five years. Revenue is expected to grow at a modest 5.6% per year, which trails the broader US market’s growth rate of 10.3% per year. Investors will keep a close eye on whether Digimarc can turn incremental improvements into long-term strength, especially as its valuation stays elevated at a Price-to-Sales...

Madison Square Garden Sports (MSGS) reduced its losses at an impressive rate of 43.8% per year over the past five years, but remains unprofitable and is expected to stay that way for at least the next three years. While revenue is forecast to grow at 4% annually, which is well behind the broader US market’s 10.3%, shares are trading at $214.39, a premium against both peer and industry averages. The Price-To-Sales ratio is at 5x compared to 2.5x and 1.6x for peers and the industry,...

Arbor Realty Trust (NYSE:ABR) reported a net profit margin of 28.7%, down from 42.5% the previous year. Earnings have declined slightly by 0.2% per year over the past five years. While the company’s earnings are forecast to grow at an impressive 20% per year, outpacing the US market’s 15.9% projected annual growth, revenue is expected to rise at 7% per year, falling short of the national average. Investors will weigh these growth projections against a recent trend of negative earnings growth...

Oil States International (OIS) turned profitable in the past year as its net profit margin swung into positive territory, with average annual earnings growth hitting an impressive 89.8% over the last five years. Looking forward, earnings are forecast to rise 19.6% per year, outpacing the broader US market's expected growth rate of 15.9%. However, revenue growth is projected at a slower 4.2% per year compared to the 10.3% US market average. Notably, reported results included a one-off $2.6...

Silvercrest Asset Management Group (SAMG) delivered a mixed set of numbers this period, with earnings forecast to grow at an impressive 31.1% per year, well ahead of the US market’s projected 15.9%. However, revenue growth is expected to trail broader market trends at 6.6% per year, and net profit margins have slipped slightly to 6.6% from 7.1% last year. While the stock trades at $14.14, below its assessed fair value of $16.10 and boasts a low price-to-earnings ratio of 14.1x, investors will...

BNCCORP (BNCC) reported a net profit margin of 22.5% for the latest period, up from 20.1% a year ago, with EPS growth of 14% compared to last year. Over the past five years, however, earnings have declined by an average of 48.7% annually. This recent reversal marks a positive shift for the bank. Investors may welcome the improving margins and recent gains, but questions remain about future growth potential and how much value is left to unlock at the current share price of $31.52. See our full...

OneSpan (OSPN) posted a net profit margin of 24.1%, up from 11.7% a year ago, signaling a sharp boost in profitability. Earnings surged 102.4% over the past year, well above the five-year average annual growth rate of 52.1%. The company’s price-to-earnings ratio sits at just 7.5x, notably lower than both the peer average of 39x and the industry average of 34.1x. With the current share price of $11.4 trading well below a discounted cash flow estimated fair value of $23.66, investors may see...

First Business Financial Services (FBIZ) reported an impressive net profit margin of 31.3%, up from 27% a year ago, with annual earnings growth of 31%, outpacing its five-year average growth rate of 13.5%. Despite these strong results, future earnings are forecast to slow to 1.8% per year, trailing behind the broader US market’s expected 15.9%. Revenue is also projected to lag the market at 9.1% growth per year. With a Price-To-Earnings ratio of 8.5x, lower than both peers and the industry,...

Xenia Hotels & Resorts (XHR) delivered standout earnings growth of 133% over the past year, significantly outpacing its five-year average of 68.2% per year. Net profit margin reached 5.2%, up from 2.3% a year ago, as the company transitioned to sustained profitability. The recent numbers, however, are boosted by a one-off $39.2 million gain, making it essential to look beyond the headline figures. See our full analysis for Xenia Hotels & Resorts. The next section will put these results in...

Bancorp (TBBK) has posted impressive profit growth, with earnings climbing at an average rate of 23.4% per year over the last five years and most recently growing 9.9% in the past year. Net profit margins remain elevated at 43.5%, just below last year’s 44%, and reported earnings are considered high quality according to recent filings. With the company trading below its estimated fair value on a discounted cash flow basis and boasting a Price-to-Earnings Ratio of 13.4x, which is well below...

Alignment Healthcare (ALHC) remains unprofitable, but has trimmed its losses by an average of 5.1% per year over the last five years. Despite current losses, the company is on track to grow earnings at a robust 61.49% per year and is projected to become profitable within three years. With revenue forecast to rise 20.3% annually, outpacing the broader US market's 10.3% rate, this growth story is underscored by a price-to-sales ratio of 0.9x, which is well below its peer and industry averages,...

Hercules Capital (HTGC) reported net profit margins of 50.9% for the twelve months to September 30, 2025, slipping from 57.2% a year earlier. Current results were shaped by a sizable one-time loss of $71.1 million, pulling down earnings headlines despite the company’s strong track record of 8.2% annual earnings growth over the last five years. With forecasts pointing to earnings and revenue growth of 9.5% and 7.8% per year respectively, both coming in below broader US market trends, investors...

Healthcare Realty Trust (HR) remains unprofitable, with net losses deepening at a rapid 70.2% annual rate over the past five years. Revenue is expected to rise just 0.4% per year, well below the broader US market’s 10.3% average. Despite these profitability constraints, the share price stands at $17.72 and trades at a discount to a calculated fair value of $23.74, leaving investors weighing modest growth against valuation upside. See our full analysis for Healthcare Realty Trust. Next up,...

Bausch + Lomb (BLCO) reported ongoing net losses that have accelerated at a rate of 53.3% per year over the past five years, reflecting continued unprofitability with no improvement in net profit margin during the period. Despite these challenges, earnings are forecast to grow sharply at 71.13% per year, with profitability expected within the next three years. This is considered an above-average outlook compared to the broader market. Revenue growth is set at 4.9% per year, slower than the US...

Perimeter Solutions (PRM) has just reached profitability for the first time in the past year, making direct comparisons with its five-year average annual earnings growth of 36.7% less relevant. While the company’s revenue is projected to grow at just 1.4% per year, lagging behind the broader US market’s 10.3% growth rate, its earnings are currently considered high quality and there has been no substantial insider selling this past quarter. Investors face the choice of weighing the stock’s...

Portland General Electric (POR) is expected to grow earnings by 10.07% annually, with revenue projected to increase 5.3% a year, just below the US market’s 10.3% pace. The company’s longer-term record shows earnings growth of 13% per year over the last five years, but its most recent net profit margin narrowed to 8.4% from 9.2%. Reported earnings have turned negative in the past year. Investors now have to weigh these results against a 17x price-to-earnings ratio and the company’s noted track...

First National (FXNC) posted net profit margins of 13.9%, slightly below last year’s 14.5%, with a notable 59.8% earnings growth over the past year that stands in sharp contrast to its five-year average annual decline of -4.5%. Shares are trading at $22.52, which is above the company’s internal fair value estimate of $20.92. The P/E ratio of 17.8x sits well above both industry and peer averages. Despite the backdrop of a significant one-off $6.1 million loss impacting reported earnings,...

Butterfly Network (BFLY) remains unprofitable, but there are notable signs of progress. Losses have been reduced by 8.3% per year over the last five years. Revenue is forecast to grow 15.2% per year, well ahead of the US market average of 10.3%. Investors will likely find the company’s projected revenue trajectory encouraging. However, persistent unprofitability and a steep price-to-sales ratio of 7.7x keep the earnings outlook nuanced. See our full analysis for Butterfly Network. Next, we...

Gaming and Leisure Properties (GLPI) posted a net profit margin of 45.9%, down from 52.4% last year, with earnings growing 10.6% annually over the past five years. Forecasts point to continued 10.4% yearly profit growth. Revenue is set to rise by 4.5% per year, which falls below broader market averages. The company's Price-To-Earnings ratio of 17.6x suggests GLPI is trading at an attractive value compared to industry peers. The current share price of $44.66 is well under the estimated fair...