As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at vertical software stocks, starting with Manhattan Associates (NASDAQ: MANH).

Software is eating the world, and while a large number of solutions such as project management or video conferencing software can be useful to a wide array of industries, some have very specific needs. As a result, vertical software, which addresses industry-specific workflows, is growing and fueled by the pressures to improve productivity, whether it be for a life sciences, education, or banking company.

The 4 vertical software stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 3.5% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 3.6% on average since the latest earnings results.

Weakest Q4: Manhattan Associates (NASDAQ: MANH)

Built on a "versionless" cloud architecture that delivers quarterly updates to all customers, Manhattan Associates (NASDAQ: MANH) develops cloud-based software that helps retailers, wholesalers, and manufacturers manage their supply chains, inventory, and omnichannel operations.

Manhattan Associates reported revenues of $270.4 million, up 5.7% year on year. This print exceeded analysts’ expectations by 2.2%. Despite the top-line beat, it was still a mixed quarter for the company with full-year guidance of accelerating revenue growth but full-year EPS guidance missing analysts’ expectations significantly.

Manhattan Associates delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Unsurprisingly, the stock is down 15.3% since reporting and currently trades at $143.82.

Read our full report on Manhattan Associates here, it’s free.

Best Q4: Guidewire Software (NYSE: GWRE)

With its systems powering the operations of hundreds of insurance brands across 42 countries, Guidewire Software (NYSE: GWRE) provides a technology platform that helps property and casualty insurance companies manage their core operations, digital engagement, and analytics.

Guidewire Software reported revenues of $359.1 million, up 24% year on year, outperforming analysts’ expectations by 4.8%. The business had an exceptional quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.

Guidewire Software pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $159.50.

Is now the time to buy Guidewire Software? Access our full analysis of the earnings results here, it’s free.

Alarm.com (NASDAQ: ALRM)

Processing over 325 billion data points annually from more than 150 million connected devices, Alarm.com (NASDAQ: ALRM) provides cloud-based platforms that enable residential and commercial property owners to remotely monitor and control their security, video, energy, and other connected devices.

Alarm.com reported revenues of $261.7 million, up 8% year on year, exceeding analysts’ expectations by 4.3%. It may have had the worst quarter among its peers, but its results were still good as it also locked in a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.

Alarm.com delivered the weakest full-year guidance update in the group. Interestingly, the stock is up 10.6% since the results and currently trades at $49.98.

Read our full analysis of Alarm.com’s results here.

Bentley Systems (NASDAQ: BSY)

Pioneering the concept of "digital twins" for infrastructure projects long before it became an industry buzzword, Bentley Systems (NASDAQ: BSY) provides software solutions that help engineers design, build, and operate infrastructure projects across sectors including roads, bridges, utilities, mining, and industrial facilities.

Bentley Systems reported revenues of $391.6 million, up 11.9% year on year. This number topped analysts’ expectations by 2.7%. It was a strong quarter as it also logged a solid beat of analysts’ billings estimates and full-year guidance of accelerating revenue growth.

Bentley Systems achieved the highest full-year guidance raise among its peers. The stock is up 20% since reporting and currently trades at $38.98.

Read our full, actionable report on Bentley Systems here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.