U.S. Software Stock News

NYSE:RCUS
NYSE:RCUSBiotechs

Arcus Biosciences (RCUS): Projected 33.2% Revenue Growth Challenges Persistent Unprofitability Narrative

Arcus Biosciences (RCUS) remains in the red, with losses deepening at a 26% annual rate over the past five years and no profitability expected for at least the next three. Its net profit margin has shown no sign of turning around, and the company does not boast high-quality past earnings. Still, revenue is projected to surge by 33.2% annually, soundly outpacing the US market’s 10.2% growth forecast and suggesting a rapid top-line trajectory for this biotech name. See our full analysis for...
NasdaqGS:RCKY
NasdaqGS:RCKYLuxury

Rocky Brands (RCKY) Margin Gains Challenge Cautious Narratives Despite Slower Revenue Growth

Rocky Brands (RCKY) reported net profit margins of 4.4%, up from last year’s 2.9%, with EPS growth of 54.6% over the past year. This strong bottom-line delivery outpaces the company’s five-year average decline of 9.9% per year, and value investors will note shares currently trade at a discounted 10.6x P/E compared to industry averages and the company’s estimated fair value. With recent margin improvements and a solid track record of dividends, the latest results provide reasons for optimism,...
NasdaqGS:KNSA
NasdaqGS:KNSABiotechs

Kiniksa Pharmaceuticals (KNSA) Profit Surge Challenges Valuation Caution as Growth Outpaces Peers

Kiniksa Pharmaceuticals International (KNSA) turned profitable in the last year, with net profit margins improving and earnings growing at a 40.7% annual rate over the past five years. Looking ahead, analysts expect earnings to climb another 33.3% per year on average for the next three years. This is notably faster than both the US market and the company’s own revenue forecast, which is set at 16.7% annual growth. These trends position the company as one with robust ongoing momentum and...
NYSE:JBGS
NYSE:JBGSOffice REITs

JBG SMITH Properties (JBGS) Net Losses Compound 25.9% Annually, Reinforcing Bearish Narratives

JBG SMITH Properties (JBGS) remains unprofitable, with losses compounding by 25.9% per year over the past five years and revenue forecasted to decline at an annual rate of 4.4% for the next three years. With no signs of margin improvement and shares trading at $20.13, significantly above the estimated fair value of $4.09 and a Price-to-Sales Ratio of 2.5x compared to the peer average of 2x, the company enters this earnings cycle facing intensified doubts. Investors are likely to see this mix...
NasdaqCM:SMLR
NasdaqCM:SMLRMedical Equipment

Semler Scientific (SMLR): Revisiting Valuation Following DOJ Probe and Class Action Lawsuit Announcements

Semler Scientific (SMLR) is drawing attention after a wave of class action lawsuits was announced. These lawsuits focus on claims that the company did not disclose a significant Department of Justice investigation into possible False Claims Act violations. See our latest analysis for Semler Scientific. After a rough patch that saw Semler Scientific’s share price tumble over the past year, market momentum turned turbulent again following news of the DOJ probe and a CFO departure. While the...
NYSE:CTO
NYSE:CTOREITs

CTO Realty Growth (CTO): Losses Worsen as Unprofitability Persists, Challenging Value-Driven Narratives

CTO Realty Growth (CTO) remains in the red, with losses widening at an annual rate of 67.6% over the past five years and no improvement in net profit margin or overall profitability. While the company’s revenue is expected to grow by 6.8% per year, that pace lags behind the broader U.S. market’s 10.2% per year, and earnings are forecast to stay negative for at least the next three years. For investors, the potential reward is that shares are currently trading well below one estimate of fair...
NYSE:AKR
NYSE:AKRRetail REITs

Acadia Realty Trust (AKR): $46M One-Off Loss Challenges Bullish Margin Recovery Narratives

Acadia Realty Trust (NYSE:AKR) posted a 10.33% annual revenue growth forecast and a 2.1% projected EPS growth rate, lagging behind the broader US market’s expected earnings pace. Over the past five years, the company’s earnings have grown by 10.6% per year, and net profit margins reached 3.7% in the latest period, up from 2.9% last year. This was despite a significant one-off loss of $46.0 million impacting the most recent results. With these profit and revenue growth trends, investors...
NasdaqGS:ZEUS
NasdaqGS:ZEUSMetals and Mining

Olympic Steel (ZEUS): Net Margin Decline Reinforces Concerns Over Valuation and Growth Narratives

Olympic Steel (ZEUS) posted revenue that is forecast to grow at 2.8% per year, trailing the broader US market’s projected 10.2% annual rate. Net profit margins currently stand at 0.7%, down from last year’s 1.3%, and the company experienced negative earnings growth over the past year, despite a five-year transition to profitability. With the share price trading above estimated fair value at $36.84 per share and a price-to-earnings ratio of 29.9x, investors now face the question of whether the...
NasdaqGS:ILPT
NasdaqGS:ILPTIndustrial REITs

Industrial Logistics Properties Trust (ILPT): Losses Deepen 41.5% Per Year, Testing Value Narrative

Industrial Logistics Properties Trust (ILPT) has seen losses deepen over the past five years, with annual losses increasing by 41.5%. The company remains unprofitable and is expected to continue operating at a loss for at least the next three years. Revenue is forecasted to grow at 3.1% per year, which trails the US market average of 10.2%. As a result, investors face a mix of recognized value given a price-to-sales ratio of 0.8x and a share price of $5.26, which is below the estimated fair...
NasdaqGS:VMEO
NasdaqGS:VMEOInteractive Media and Services

Vimeo (VMEO) Margin Drops Sharply, Challenging Bullish Outlook Despite Strong Profit Growth Forecast

Vimeo (VMEO) is forecasting robust earnings growth of 44.7% per year, well ahead of the broader US market's projected average. Although the company has achieved profitability over the past five years, averaging annual earnings growth of 48.3%, its net profit margin has slipped to 0.3% from last year's 7.9%. Investors are weighing this strong growth outlook against recent margin compression, a one-off $2.2 million loss, and a valuation that looks expensive compared to industry peers, with a...
NYSE:V
NYSE:VDiversified Financial

Visa (V) Margin Compression Undercuts Bullish Profit Narratives Despite Strong Earnings Track Record

Visa (V) posted a net profit margin of 50.1%, down from last year's 54.2%, pointing to margin compression year-over-year. While the company's earnings have grown at an average rate of 14.4% annually over the past five years, recent annual earnings growth slowed to 3.1%, which is notably below its historical pace. Looking forward, earnings are forecast to rise by 11.46% per year and revenue by 9.5% annually, although both are trailing behind broader US market expectations. Visa's consistent...
NasdaqGM:PAMT
NasdaqGM:PAMTTransportation

Pamt (PAMT): Profitability Worsens with Annual Net Losses Up 39.5% Heading Into Earnings

Pamt (PAMT) reported that losses have grown at an annualized rate of 39.5% over the past five years, with net profit margins showing no improvement. The company’s Price-To-Sales Ratio sits at 0.4x, offering a discount to both its peer average of 0.6x and the broader US Transportation industry at 1.3x. However, these valuation discounts are counterbalanced by persistent losses and an uncertain financial outlook. See our full analysis for Pamt. Next, we will see how these numbers measure up...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

ExlService Holdings (EXLS) Posts 28.5% Earnings Growth, Reinforcing Bullish Investor Narratives

ExlService Holdings (EXLS) reported revenue that is forecast to grow at 10.4% per year, just ahead of the US market’s 10.2%, while net income delivered a standout 28.5% gain over the past year. Over the past five years, earnings have compounded at 19% annually, and net profit margins climbed to 11.9% from 10.6%, marking a further boost in profitability. With no identified risks and several upside factors in play, including favorable valuation metrics and a share price below analyst targets,...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Enphase Energy (ENPH) Profit Margin Surge Reinforces Bullish Narratives Despite Slower Growth Outlook

Enphase Energy (ENPH) posted a jump in net profit margin to 12.9%, up sharply from 4.9% a year ago. Year-over-year earnings growth reached 218.4%, easily surpassing its five-year earnings growth average of just 3.3% per year. At the same time, the stock trades at a Price-To-Earnings Ratio of 20.8x, notably below both the US semiconductor industry average of 39.8x and its peer group’s 46.9x. Shares are currently priced at $31.14, sitting under the estimated fair value of $38.49. Investors will...
NYSE:LH
NYSE:LHHealthcare

Labcorp (LH) Profit Margin Jumps to 6.2%, Reinforcing Optimistic Earnings Narratives

Labcorp Holdings (LH) reported a net profit margin of 6.2% for the year, an improvement from last year’s 3.4%. Earnings surged 96.4% compared to the five-year average annual decline of 30.6%. While future earnings are expected to grow at 14% per year, this remains slightly behind the broader US market’s projected 15.6% growth. Revenue’s anticipated 4.3% yearly increase also trails the sector. Investors are weighing stronger recent profits and a valuation below analyst targets against a slower...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

GeneDx (WGS) One-Off $14.5M Loss Raises Questions Despite Strong Growth Outlook

GeneDx Holdings (WGS) delivered standout growth in its latest earnings update, with earnings forecast to surge 50% per year, easily outpacing the US market’s 15.6% per year outlook. Revenue is projected to climb 18.1% annually, and the company has achieved a five-year compound earnings growth rate of 29.5% per year. This comes despite a one-off loss of $14.5 million reported for the twelve months ending September 30, 2025. Investors are weighing these rapid growth prospects and the company’s...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

NeoGenomics (NEO): Losses Accelerate, Revenue Forecast Trails Market Heading Into Earnings Season

NeoGenomics (NEO) remains unprofitable, with no signs of a turnaround in profitability expected within the next three years. Over the past five years, losses have accelerated at a rate of 30% per year. Revenue is forecast to grow at just 8.7% annually, which lags behind the broader US market's 10.2% pace. Margins continue to trend poorly, and net profit margins are firmly in negative territory. This paints a challenging performance picture for investors. See our full analysis for...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Caesars Entertainment (CZR): Ongoing Loss Reduction and Valuation Discount Shape Investor Optimism

Caesars Entertainment (CZR) is currently unprofitable, but over the past five years the company has slashed losses at an annual rate of 47%. Earnings are forecast to climb at 67.44% per year, with Caesars expected to reach profitability within the next three years, a pace that outstrips the average in the broader market. See our full analysis for Caesars Entertainment. Next up, we’ll see how these results compare to the main narratives shaping investor sentiment, and where the company’s...
NasdaqGS:TRS
NasdaqGS:TRSPackaging

TriMas (TRS) Margin Expansion Outpaces Expectations, Testing Bullish Valuation Narratives

TriMas (TRS) just delivered a standout earnings performance, with net profit margins hitting 4.3%, up from last year's 2.9%. Over the past year, earnings growth surged 66%, well above its already impressive five-year average of 32.2%. Looking forward, earnings are forecast to climb 71.9% per year, far outpacing the US market and sector averages, even as revenue growth projections remain more modest. With profitability momentum building and margin improvements clear, investors now have to...
NYSE:GPGI
NYSE:GPGITech

ImmunityBio And 2 Other Stocks That May Be Priced Below Their Estimated Worth

As major U.S. stock indexes continue to set new records, driven by significant developments in tech and anticipation of Federal Reserve decisions, investors are keenly observing the market for potential opportunities. In such an environment, identifying stocks that may be priced below their estimated worth can offer intriguing prospects for those looking to capitalize on market dynamics.