U.S. Software Stock News

In October 2025, the U.S. stock market has been navigating a complex landscape marked by renewed U.S.-China trade tensions and mixed earnings reports, leading to declines in major indices such as the Nasdaq, Dow Jones Industrial Average, and S&P 500. Amidst this backdrop of uncertainty and fluctuating investor sentiment, identifying promising small-cap stocks can offer unique opportunities for those looking to uncover potential growth avenues in less-explored corners of the market.

As the U.S. stock market grapples with earnings reports and renewed U.S.-China trade tensions, major indices like the Nasdaq, Dow Jones Industrial Average, and S&P 500 have ended lower. In such uncertain times, dividend stocks can offer a reliable income stream for investors seeking stability amidst market volatility.

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

USANA Health Sciences (USNA) is expected to deliver standout annual earnings growth of 80.5% per year, a rapid rebound compared to the US market average of 15.5% per year. Despite this bullish outlook, revenue is projected to expand just 1.6% per year, trailing the broader market’s 10% trend, and the company currently operates at a net profit margin of 1.9%, down significantly from 6.3% a year ago, after five years of annual earnings declines averaging 28.6%. These headline figures highlight...

Millrose Properties (MRP) has swung to profitability over the past five years, highlighted by a one-off gain of $25.0 million in the most recent numbers to September 30, 2025. Investors will likely focus on the company’s projected 16.9% annual revenue growth and 21.4% annual expansion in earnings. Both figures are well ahead of the US market’s expected pace, although these headline numbers reflect the effects of a recent move to profitability and include notable non-recurring items. See our...

Visteon (VC) posted revenue growth forecasts of 4.8% per year, which lags the broader US market average of 10%. Net profit margin came in at 7.6%, slipping from last year’s 13.8%, while earnings are only expected to grow at 7.1% per year compared to the market’s 15.5% pace. Over the past five years, annual earnings grew quickly, but the most recent year saw earnings decline, and shares now trade at $110.22, notably below the company's fair value estimate of $157.77. With decent value metrics...

Earlier this week, Verastem Oncology announced promising preliminary data from the Phase 1/2a clinical trial of VS-7375, an oral KRAS G12D inhibitor, in patients with advanced KRAS G12D mutant solid tumors, along with the initiation of a combination cohort with cetuximab. These findings are significant, as there are currently no FDA-approved therapies specifically targeting KRAS G12D mutations in cancer, addressing a critical gap for patients with limited treatment options. We'll explore how...

NB Bancorp (NBBK) just posted a net profit margin of 30.7%, a significant increase from last year’s 8.9%. Earnings rose 350.6% year-over-year, well above its five-year average annual growth of 22.3%. The stock is trading at a Price-to-Earnings ratio of 11.2x, which is lower than both the peer group’s 11.9x and the US Banks industry average of 11.3x. The latest results suggest meaningful profit and margin expansion, with no major risks currently apparent and a valuation profile that may...

Pool (POOL) reported earnings that show profit growth of 6.5% annually and revenue growth of 4% per year. Both figures trail the broader US market averages of 15.5% and 10%, respectively. Net profit margin now stands at 7.7%, lower than last year’s 8.5%, with earnings having declined by 2.8% per year over the past five years. Despite the company’s good value in certain areas and an attractive dividend, investors may be cautious given the moderating margins, a price-to-earnings ratio of 27.4x...

Ventyx Biosciences (VTYX) is in the spotlight after announcing positive Phase 2 results for its oral drug, VTX3232, which targets obesity and cardiovascular risk factors. The trial reported a substantial drop in inflammation markers. See our latest analysis for Ventyx Biosciences. Ventyx’s positive trial news gave momentum a significant boost, with the share price leaping 135.7% in the past month and delivering a remarkable 208.4% year-to-date share price return. However, the three-year total...

Altisource Portfolio Solutions (ASPS) remains unprofitable but has managed to reduce its annual losses by 33.9% per year over the past five years. While the company’s net income has not turned positive and profit growth has not accelerated recently, its Price-To-Sales Ratio of 0.8x stands well below the peer average of 3.4x and the US Real Estate sector average of 2.6x. Investor attention is likely to center on operational progress and revenue momentum, even as shareholder dilution and...

Sonoco Products (SON) reported a net profit margin of 2.6% for the past year, slightly below the prior year’s 2.8%, while posting impressive annual earnings growth of 42.5%. This result is well ahead of its five-year average of 7.4% per year. Despite earnings volatility from a one-off $302.5 million loss, forecasts call for earnings to climb 19.1% per year and revenue to grow at 4.3% per year, even as shares trade at a premium 22.1x price-to-earnings multiple. Investors now face a balancing...

Wyndham Hotels & Resorts (WH) delivered a 25.6% annual earnings growth rate over the past five years, accelerating to 33.6% in the most recent year. Net profit margins jumped to 23.6%, up from last year’s 18.3%, while earnings are projected to grow at 9.67% per year going forward, which is slower than the broader US market’s pace. Investors find more reward signals than risks this quarter, with the company trading at $76 per share and strong earnings quality supporting overall positive...

FirstEnergy (FE) booked a net profit margin of 9.4%, up from 6.9% last year, while annual earnings grew 46.3% compared to a five-year average annual decline of 0.7%. Earnings are forecast to grow 6.3% per year and revenue by 4.1% per year, but both rates trail the broader US market. Investors are weighing a powerful recent acceleration in profit against the company’s above-DCF fair value share price. Its Price-to-Earnings ratio of 20.5x sits below industry and peer averages, offering a...

Banc of California (BANC) has turned profitable over the past year, flipping to high-quality earnings just as forecasts call for a robust 30.4% annual EPS growth, well ahead of the broader US market’s 15.5% pace. Revenue is expected to climb 11.7% per year, beating out the 10% advance seen across the US market. Shares are currently trading at $16.54, below some models’ fair value estimate of $19.17. Investors are weighing the strong outlook and accelerating margins against a relatively low...

Veris Residential (VRE) has recently swung to profitability, posting average earnings growth of 30.3% per year over the past five years, with the turnaround to profit coming in the last twelve months. However, the latest results were inflated by a one-off gain of $104.8 million, which is not expected to return and clouds the picture of ongoing operations. While revenue is forecast to grow at just 2.1% per year, well behind the estimated 10% annual pace of the broader US market, earnings are...

Peapack-Gladstone Financial (PGC) recorded earnings growth of 6.4% over the past year, reversing a five-year trend of annual earnings declines averaging 4.4%. The company’s net profit margin landed at 13.8%, falling short of last year’s 15.4%, and its market expectations remain upbeat with earnings forecast to grow 35.9% per year compared to the broader US market’s 15.5%. With growth drivers such as strong analyst forecasts and broader value upside, the results give investors reasons to keep...

Goosehead Insurance (GSHD) is forecasting annual earnings growth of 34.66%, easily surpassing its historical average and the market’s broader pace. Net profit margin has climbed to 8.6% from last year’s 6.8%, with revenue expected to climb 19.1% per year, both figures outpacing US market trends. With earnings growing at 42.5% per year over the last five years, the company is showing real operational and financial momentum that may draw investor attention, though its premium valuation will...

If you’re staring at Triumph Financial and debating whether it’s time to buy, hold, or move on, you’re not alone. Over the last week, shares have surged an impressive 11.8%, shaking off a longer-term downward trend that has left the stock down 35.4% year-to-date. These sharp moves are more than just numbers on a screen. They reflect shifts in how investors perceive Triumph’s risk and growth prospects, especially after a stretch of turbulent financial sector headlines and changes in regulatory...

CenterPoint Energy (CNP) is forecasting earnings growth of 12.5% per year, with revenue expected to rise 6.4% annually. Net profit margins have declined to 10.4% from 12% a year ago, and over the last five years, annual earnings growth has averaged 3.4%. While these forecasts point to ongoing profitability, both revenue and earnings growth are tracking below broader US market expectations. See our full analysis for CenterPoint Energy. Next, we will see how these headline numbers stack up...

Annaly Capital Management (NLY) just posted forecasts pointing to annual earnings growth of 28.07% and revenue set to climb by 21.8% each year, both comfortably ahead of US market averages. The company became profitable over the past year, with net profit margins improving during the period. For investors, strong growth prospects and a track record of high-quality earnings are balanced by some caution around financial stability and dividend sustainability. See our full analysis for Annaly...

Allegion (ALLE) posted earnings growth of 13% over the past year, outpacing its 5-year average of 11% annually. Net profit margins climbed to 16.2% from last year's 15.1%, reflecting improved profitability. Looking ahead, analysts expect earnings to grow 8.9% per year and revenue to increase by 6.8% per year, both slightly lagging the broader US market averages. While operational results have been impressive, Allegion’s shares currently trade above estimated fair value. The price-to-earnings...

Thinking about what to do with Danaos stock right now? You’re not alone. With shares closing recently at $87.26 and coming off a five-year gain of more than 1,100%, this company has certainly attracted its share of attention. Even over the past year, Danaos has climbed 10.6%, with a 5.3% gain year-to-date. However, the last month has seen a small pullback of -5.8%, which could be giving investors pause. The short-term dip comes amid broader industry chatter about shipping demand and shifting...

Churchill Downs (CHDN) posted a net profit margin of 14%, down from 15.4% the previous year, as earnings growth reversed from the previous trajectory of 21.7% growth per year to a decline over the latest period. The stock is currently trading at $103.68, significantly below the estimated fair value of $148.07. The forward outlook shows earnings expected to grow 7.2% per year and revenue to rise 3.7% annually. With a price-to-earnings ratio of 17.9x that undercuts peers and the broader US...