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Feb 14, 2025
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DexCom Inc. gained 0.9% to $84.89 after the provider of monitoring systems for diabetes management reported an 8% revenue growth in the fourth quarter ending in December.
Revenue increased to $1.11 billion from $1.03 billion, net income fell to $151.7 million from $256.3 million, and earnings per diluted share dropped to 38 cents from 62 cents a year ago.
For fiscal 2025, the company estimated revenue of $4.60 billion, up 14% from $4.03 billion a year ago. -
Hyatt Hotels Corp. gained 0.4% to $148.0 despite the international hotels operator reporting losses in the fourth quarter ending in December.
Revenue dropped to $1.60 billion from $1.66 billion, net income swung to a loss of $56 million from a profit of $26 million, and loss per diluted share was 58 cents, compared to a profit of 25 cents a year ago.
For fiscal 2025, the company estimated net income between $190 million and $240 million, compared to $1.30 billion a year ago, and net rooms growth between 6% and 7%, compared to 7.8% a year earlier. -
Airbnb Inc. jumped 14% to $161.01, and the online vacation rental company reported sharply higher revenue and earnings in the fourth quarter.
Revenue increased to $2.48 billion from $2.22 billion, net income swung to a profit of $461 million from a net loss of $349 million, and earnings per share rose to 73 cents from a loss of 55 cents a year ago.
The company repurchased $838 million of class A common stock in the quarter, and a total of $3.4 billion worth of shares during the full year 2024.
Full-year revenue jumped to $11.10 billion from $9.92 billion, net income dropped to $2.65 billion from $4.79 billion, and earnings per diluted share declined to $4.11 from $7.24 a year ago.
For the first quarter of 2025, the company estimated revenue between $2.23 billion and $2.27 billion, below some analysts’ expectations, and compared to $2.14 billion a year ago.
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Cisco Systems Inc. gained 6.5% to $66.62 after the networking company reported a 9% revenue increase in the second quarter of fiscal 2025 ending in January.
Revenue jumped to $14 billion from $12.8 billion, net income dropped 8% to $2.42 billion from $2.63 billion, and earnings per diluted share fell 6% to 61 cents from 65 cents a year ago.
The company proposed to pay a quarterly dividend of 41 cents per share on April 23 to stockholders on record as of April 3.
In addition, Cisco approved a $15 billion increase to the authorization of its stock repurchase program, with a total remaining amount of $17 billion.
During the second quarter, the company acquired Deeper Insights AI Ltd., a privately held AI services company.
Looking into the fiscal third quarter, Cisco estimated revenue between $13.9 billion and $14.1 billion, compared to $12.7 billion a year ago, and GAAP earnings per share between 57 cents and 61 cents, compared to 46 cents a year earlier.
For the full year 2025, the company guided revenue between $56.0 billion and $56.5 billion, compared to $53.8 billion a year ago, and GAAP earnings per share between $2.40 and $2.52, compared to $2.54 a year earlier. -
Deere & Company dropped 4.7% to $454 after the agricultural machinery manufacturer reported lower-than-expected earnings in the first quarter of 2025 ending on January 26.
Revenue declined 30% to $8.51 billion from $12.18 billion, net income plunged 50% to $869 million from $1.75 billion, and earnings per diluted share dropped to $3.19 from $6.23 a year ago.
For fiscal 2025, the company estimated net income between $5.0 billion to $5.5 billion, compared to $7.1 billion a year ago. -
MGM Resorts International gained 9.2% to $37.53 after the hospitality, sports, and entertainment company said revenue declined in the fourth quarter ending in December, despite the company’s strong annual performance in China.
Consolidated revenue decreased 1% to $4.3 billion, net income dropped to $157 million from $313 million, and earnings per diluted share fell to 52 cents from 92 cents a year ago.
While revenue in the Las Vegas Strip resorts declined in 2024, MGM China performed better, with an adjusted EBITDA rising to $1.09 billion from $866.89 million a year earlier.
The company repurchased over 33 million shares in 2024, reducing shares outstanding by more than 40% since 2021.
During the fourth quarter, MGM repurchased approximately 3 million shares for $121 million, and the remaining availability under the November 2023 repurchase plan was $826 million as of December 31, 2024. -
HubSpot Inc. surged 5.7% to $830.57 after the software company reported a 20% sales increase in the fourth quarter ending in December.
Revenue increased to $703.17 million from $581.91 million, net income swung to a profit of $4.93 million from a loss of $12.41 million, and earnings per diluted share rose to 9 cents from a loss of 25 cents a year ago.
For the first quarter of 2025, the company estimated revenue between $697.0 million and $699.0 million, up 13% from the same period in 2024, and non-GAAP earnings per share between $1.74 and $1.76, compared to diluted $1.68 a year ago.
Non-GAAP operating income is expected to be between $98.0 million and $99.0 million, representing a 14% operating profit margin.
For fiscal year 2025, revenue is guided between $2.98 billion and $2.99 billion, up 14% year over year, and non-GAAP earnings per share between $9.11 and $9.19, compared to diluted $8.12 a year ago.
Non-GAAP operating income is expected to be between $543.0 million and $547.0 million, representing an 18% operating profit margin. -
DoorDash Inc. gained 5.7% to $204.11 after the online food delivery platform operator reported steady revenue growth in the fourth quarter ending in December.
Revenue jumped to $2.87 billion from $2.30 billion, net income swung to a profit of $141 million from a loss of $154 million, and earnings per diluted share rose to 34 cents from a loss of 39 cents a year ago.
Total orders increased 19% to $685 million from $574 million a year earlier.
DoorDash repurchased 2.1 million shares of its class A common stock for $224 million, under its $1.1 billion program, and in February 2025, the company’s board authorized the repurchase of up to $5.0 billion of the class A common stock.
For the first quarter of 2025, the company estimated adjusted EBITDA between $550 million and $600 million, compared to $371 million in the same quarter last year.
For fiscal 2025, the company estimated stock-based compensation expense between $1.1 billion and $1.2 billion and depreciation and amortization expense between $580 million and $600 million. -
S&P Global Inc. surged 4.9% to $540.51 after the provider of financial information and analytics reported strong revenue growth in the fourth quarter ending in December.
Revenue increased 14% to $3.59 billion from $3.15 billion, net income jumped 50% to $967 million from $644 million, and earnings per diluted share rose 56% to $2.85 from $1.83 a year ago.
For fiscal 2025, the company estimated revenue growth between 5% and 7%, compared to $14.21 billion in 2024, and earnings per diluted share between $14.20 and $14.45, compared to $12.35 last year. -
Shopify Inc. eased 0.1% to $123.45 after the Canada-based e-commerce company posted a 31% revenue growth in the fourth quarter ending in December.
Revenue increased to $2.81 billion from $2.14 billion, non-GAAP net income jumped to $1.29 billion from $657 million, and non-GAAP earnings per diluted share rose to 44 cents from 34 cents a year ago.
For fiscal 2025, the company estimated revenue growth at a mid-20% rate, compared to $8.88 billion in 2024, operating expense as a percentage of revenue between 41% and 42%, and stock-based compensation of $120 million.
Gross profit is expected to increase at a low-20% point from $4.47 billion a year ago, and compared to $3.51 billion in 2023.
Feb 13, 2025
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