U.S. Software Stock News

Spok Holdings (SPOK) posted net profit margins of 12.1%, up from 11.2% a year ago, and earnings have surged at a 57.8% annualized pace over the last five years as the company transitioned to profitability. However, this past year’s earnings growth was 10.2%, lagging the longer-term average, and the quality of earnings remains high. As investors digest these results, attention is focusing on Spok’s value proposition and ongoing profitability, with an eye on dividend sustainability. See our...

Medallion Financial (MFIN) closed the period with a net profit margin of 12.6%, down from last year's 15%, as the company reported negative earnings growth year over year. Despite this setback, over the past five years Medallion Financial has turned profitable, posting an average annual earnings growth rate of 28.3%. The stock is currently priced at $9.87, which trades well below its estimated fair value of $16.02. Its current Price-To-Earnings ratio of 5.3x stands out as notably lower than...

Stem, Inc. recently reported third quarter 2025 earnings, showing revenue growth to US$38.24 million and a net loss of US$23.79 million, both improved compared to a year earlier; the company also updated its full-year revenue guidance to a range of US$135 million to US$160 million. Compared to last year, Stem recorded a significant improvement in its net income for the first nine months of 2025, turning a net loss into positive income, while narrowing its annual revenue guidance range to...

DTE Energy (DTE) reported earnings growth of 4% this year, which is slower than its five-year average pace of 11.7%. The company’s net profit margin declined to 10.1% from 11.2% a year ago. Earnings are now expected to grow at 8.01% per year while revenue is forecast to rise 3.7% annually, trailing the broader US market’s 10.3% rate. Investors see a mix of steady profits and moderate growth ahead, but the recent margin compression and slightly elevated valuation will remain in focus as the...

LendingTree (TREE) remains unprofitable, with losses having deepened at a rate of 28.9% per year over the past five years. While revenue is projected to grow by 5.3% per year, which is slower than the broader US market's 10.3% rate, earnings are forecast to improve by a robust 34.31% per year. Profitability is expected within the next three years. Investors are keeping a close eye on the company's progress toward profitability, as the focus shifts to anticipated earnings growth despite a...

Laureate Education (LAUR) posted another year of solid progress, with EPS climbing 26.6%. This growth is slower than its rapid 74.2% five-year average, but still marks consistent growth. Net profit margins advanced to 16.4% from 13% previously, reflecting greater operational efficiency and ongoing profitability. Investors will note these steady gains, as well as forecasts for ongoing earnings growth outpacing the broader US market, as key positives in the current report. See our full analysis...

AMERISAFE (AMSF) posted a net profit margin of 16.5%, down from last year’s 18.5%, as earnings have declined by 12.6% annually over the past five years and are forecast to shrink a further 6.4% per year in the next three years. Revenue is expected to grow at just 4.8% per year, lagging the broader US market’s 10.3% pace, while the stock trades at $39.94, notably below the estimated fair value of $55.41. Despite these headwinds and concerns around dividend sustainability, management points to...

DHT Holdings (NYSE:DHT) posted a net profit margin of 37.1%, increasing from 27.7% last year, with earnings accelerating to 23.6% annual growth, well above the five-year average of 8.5%. Revenue is forecast to grow at 6.4% per year while earnings are projected to rise 14.2% annually. Both figures trail the broader US market growth rates, and the stock currently trades at a Price-To-Earnings ratio of 10.5x, notably lower than industry peers and its estimated fair value. With sustained margin...

Leonardo DRS (DRS) delivered a standout 33.8% earnings growth over the last year, handily beating its 5-year average annual pace of 10.4%. Net profit margins rose to 7.4%, up from 6.2% last year, pointing to improved profitability. Looking ahead, the company expects earnings to increase 15.8% per year, with more modest revenue gains of 5.6% annually. This rate is slower than the US market’s 10.3% average. DRS trades at a Price-to-Earnings ratio of 36.2x, below the US Aerospace & Defense...

Indivior (NasdaqGS:INDV) reported a notable turnaround to profitability over the past year, with earnings now projected to grow at an impressive 26.6% per year through the next three years. This is well ahead of the US market’s 15.7% average earnings growth. Despite this strong outlook, revenue growth is expected to be much more modest at 2.9% annually, and a one-off $165 million loss in the latest twelve months to September 30, 2025, has had a significant impact on the most recent reported...

Amarin (AMRN) remains unprofitable with losses accelerating at 30.6% per year over the past five years, while its net profit margin has shown no signs of improvement for the latest reported period. Looking ahead, analysts forecast earnings to grow sharply at 98.63% per year, with the company expected to achieve profitability within three years. This is despite revenue being projected to fall by 15.7% per year over that timeframe. Investors are parsing these results for signs that Amarin’s...

Chipotle Mexican Grill (CMG) posted earnings growth of 3.5% over the past year, a considerable slowdown from its five-year average of 27.4% per year. Profit margins edged down to 13%, compared to 13.5% a year earlier, while forecasts show earnings are expected to grow at 11.1% per year, which is slower than the broader US market’s 15.9% projection. For investors, the core reward is Chipotle’s track record of long-term outperformance and consistent revenue growth, though recent momentum has...

Emergent BioSolutions (EBS) recently turned profitable, reversing a multi-year trend of losses. However, headline numbers were clouded by a hefty one-off charge of $42.1 million that weighed on reported earnings for the last twelve months. Long-term comparisons remain tough, as the company’s average annual earnings have declined by 40.2% over five years. Current forecasts point to a 53.8% annual drop in EPS and a 1.2% annual revenue dip over the next three years. Despite a price-to-earnings...

Integra LifeSciences Holdings (IART) is currently unprofitable, with losses having widened over the past five years at a rate of 51.4% per year. Despite negative earnings and stagnant net profit margins in the most recent year, the company is projected to return to profitability within the next three years. This forecast is supported by a substantial expected earnings growth rate of 166.84% per year. In this context, investors are paying attention to IART’s discounted valuation relative to...

MYR Group (MYRG) delivered a sharp turnaround in profitability with net profit margins rising to 2.8%, up from 1.1% a year prior, and annual earnings growth surging 155.1% compared to a 5-year average decline of 2.8% per year. Looking forward, analysts expect earnings for the company to increase at an annual rate of 14.6%, alongside 7.2% revenue growth per year. The current P/E ratio of 33.9x sits slightly below industry averages. These results highlight an encouraging improvement in margins...

Microsoft (MSFT) booked annual earnings growth of 12.9% over the last five years, with profits jumping 15.9% year over year and net profit margin reaching 35.7%, just above last year’s 35.6%. Revenue is on track to climb 12.3% per year, ahead of the US market’s 10.3% forecast, while EPS is set to rise at 14.22% annually, slightly behind the broader market’s expected pace of 15.9%. Investors will note the company’s strong and consistent profit margins, but must also weigh its above-industry...

Ever wondered if Perrigo's share price is starting to look like a bargain, or if you might be catching a falling knife? Let's take a closer look at the forces shaping its value and what they could mean for investors hunting for opportunities. Despite a recent dip of 4% this week and being down 20.6% year-to-date, Perrigo has a history of volatility, highlighting shifting market sentiment and changing expectations for the company’s future. News around Perrigo has focused on regulatory updates...

Kimco Realty (KIM) posted standout earnings for the year, with net profit margins surging to 26.7% from 17.8% a year ago and annual earnings growth accelerating to 65.2%, despite the company averaging a 20.5% per year earnings decline over the last five years. While revenue and earnings are projected to grow at about 3.1% per year, slightly below the broader U.S. market average, the company’s profit margin expansion and high quality historical earnings are clear focal points. Investors are...

Green Brick Partners (GRBK) posted a net profit margin of 15.9%, down from last year’s 17.6%, as the company faced negative earnings growth after five years of averaging a robust 20.5% annual increase. Shares are trading at $66.07, notably above the estimated fair value of $25.71. Its price-to-earnings ratio of 8.6x looks attractive compared to the US Consumer Durables industry average of 10.6x but is higher than the peer average. While historical profitability remains strong, future outlooks...

UFP Industries (UFPI) is forecasting annual revenue growth of 3.5%, which trails the broader US market’s 10.3% pace. Earnings are expected to grow at 10.89% per year, also below the US market average of 15.7%. The net profit margin narrowed to 4.8% from last year’s 6.4%. Despite a track record of 0.6% yearly earnings growth over five years, the most recent year saw negative earnings growth, signaling persistent headwinds for the business. Still, investors will note that the company’s...

Whitestone REIT (WSR) posted a net profit margin of 21.7%, nearly doubling last year’s 10.8%, and notched 111.3% earnings growth over the past year compared to its five-year average of 23.5% per year. Shares recently changed hands at $12.95, below the estimated fair value of $14.70, with the price-to-earnings ratio sitting at 19.6x, lower than both sector and peer group averages. While forward earnings and revenue growth are expected to lag the broader market, the company’s headline numbers...

APi Group (APG) has delivered a standout year, turning profitable and posting annual earnings growth of 27.9%, outpacing the US market’s 15.7% average. Over the last five years, APG’s earnings have climbed by an average of 13.2% per year, and projections call for earnings growth above 20% per year over the next three years. Despite the robust profit momentum and improved net profit margin, shares trade at a steep Price-To-Earnings Ratio of 103.4x. This is well above peers and the wider...

Watsco (WSO) reported a net profit margin of 6.5%, unchanged from last year. Over the past five years, the company’s earnings have grown at an average annual rate of 11%. However, recent figures point to negative earnings growth, making like-for-like short-term comparisons less straightforward. Looking ahead, analysts expect earnings to increase by 8.49% per year and revenue to expand by 4.1% per year, both slower than the broader US market. Even so, Watsco is considered to have high-quality...

Public Storage (PSA) reported its net profit margins at 35.2%, marking a slight slip from 36.1% a year ago. Over the past five years, earnings have grown by an average of 4% annually, but most recently, earnings trailed that pace, with negative growth compared to last year. Looking forward, analysts expect the company to book annual earnings growth of 7.2% and revenue growth of 3.3% per year, both lagging the broader US market's forecasts. Despite these modest projections, the company is...