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Feb 12, 2025
  • Marriott International Inc. gained 0.04% to $288.12 after the worldwide hotel operator reported revenue growth in the fourth quarter ending in December, but profit declined.

    Revenue increased 5% to $6.43 billion from $6.09 billion, net income dropped 46% to $455 million from $848 million, and earnings per diluted share fell 43% to $1.63 from $2.87 a year ago.

    Growth in the U.S. and Canada was 4.1%, and international markets expanded by 7.2% from a year ago.

    At the end of the year, Marriott's worldwide development pipeline totaled nearly 3,800 properties and over 577,000 rooms.

    The company returned over $4.4 billion to shareholders through dividends and share repurchases in 2024.

    For the first quarter of 2025, Marriott estimated adjusted earnings per diluted share between $2.20 and $2.26, compared to $1.93 in the same quarter last year.
    • Zillow Group Inc. dropped 6.3% to $80.90 despite the tech real estate marketplace company reporting better-than-expected results in the fourth quarter ending in December.

      Revenue increased 17% to $554 million from $474 million, net loss shrank to $52 million from a loss of $73 million, and loss per diluted share shrank to 22 cents from 32 cents a year ago.

      Fourth-quarter adjusted EBITDA was $112 million, or 20% of revenue, driven primarily by higher-than-expected residential sales and steady rental revenue.

      For the first quarter of 2025, the company estimated revenue between $575 million and $590 million, compared to $529 million in the same quarter last year.
    • Feb 11, 2025
      • Vertex Pharmaceuticals Inc. dropped 0.4% to $467.98 after the biotech company posted lower income in the fourth quarter ending in December.

        Revenue increased to $2.91 billion from $2.52 billion, net income dropped to $913.0 million from $968.8 million, and earnings per diluted share fell to $3.50 from $3.71 a year ago.

        Revenue growth was primarily driven by the continued performance of TRIKAFTA/KAFTRIO, a prescription medicine used for cystic fibrosis treatment.

        For fiscal 2025, the company estimated revenue between $11.75 billion and $12.0 billion, compared to $11.02 billion in 2024.
        • Astera Labs Inc. dropped 4.5% to $98.65 despite the plug-and-play data network switches for artificial intelligence servers provider reporting strong fourth-quarter results.

          Revenue increased to $141.1 million from $50.5 million, net income jumped to $24.7 million from $14.3 million, and earnings per diluted share rose to 14 cents from zero cents a year ago.

          For the first quarter of 2025, the company estimated revenue between $151 million and $155 million, compared to $65.3 million in the same quarter last year, and GAAP earnings per diluted share between 3 cents and 4 cents, compared to a loss of $1.77 a year ago.
          • Lattice Semiconductor Corp. surged 13.9% to $62.04 despite the maker of low-power field-programmable gate arrays reporting weak fourth-quarter results.

            Revenue declined by 31.2% to $117.4 million from $170.6 million, net income slumped 83.3% to $16.5 million from $98.7 million, and earnings per diluted share dropped to 12 cents from 71 cents a year ago.

            For the first quarter of 2025, the company estimated revenue between $115 million and $125 million, compared to $140.8 million in the same quarter last year, and non-GAAP earnings per share between 20 cents and 24 cents, compared to 29 cents a year ago.

            The company’s board authorized the repurchase of an additional $100 million of its outstanding common stock through the end of December 2025.

            The company has repurchased approximately 6 million shares since the fourth quarter of 2020, thereby reducing dilution by 4.3%.
            • Coca-Cola Company jumped 6.8% to $66.97 after the beverage maker’s fourth quarter revenue and earnings surpassed market expectations, driven by higher prices and a slight increase in case volumes.

              Revenue increased 6% to $11.54 billion from $10.85 billion, net income jumped 11% to $2.19 billion from $1.97 billion, and earnings per diluted share rose 12% to 51 cents from 46 cents a year ago.

              For fiscal year 2025, the company estimated organic revenue growth between 5% and 6% and comparable earnings per share growth between 2% and 3%, versus $2.88 in 2024.
              • Coty Inc. dropped 2.4% to $6.61 after the cosmetics company reported slower sales in the second quarter of fiscal 2025 ending in December.

                Revenue declined to $1.67 billion from $1.73 billion, net income fell to $23.7 million from $180.9 million, and earnings per diluted share dropped to 2 cents from 20 cents a year ago.

                Sales in the company’s Prestige segment decreased 1% to $1.12 billion from $1.23 billion, and in Consumer Beauty revenue was down 8% to $553.8 million from $605.0 million a year earlier.

                In the first half of 2025, the Europe, Middle East, and Africa region represented 49% of total sales, the Americas stake was 40%, and Asia Pacific took a 40% share.

                In full year 2025, the company estimated declining sales in the low single digits percentage, impacted by a weakness in China and Travel Retail Asia. 

                The company expects same-store sales in the second half of 2025 to drop between 1% and 2%.

                 
              • Feb 10, 2025
                • ON Semiconductor Corp. eased 0.7% to $50.91 after the Scottsdale, Arizona-based company reported weaker-than-expected fourth quarter 2023 results.

                  Revenue declined to $2.02 billion from $2.10 billion, net income dropped to $563.4 million from $604.3 million, and earnings per diluted share fell to $1.28 from $1.35 a year ago.

                  For the first quarter of fiscal 2024, the company estimated revenue between $1.8 billion and $1.9 billion and earnings per share between 94 cents and $1.06.

                  Last year, the company’s board approved a share repurchase program with authorization to repurchase up to $3 billion worth of shares through December 31.
                  • Monday.com Ltd. surged 23.1% to $318.03 after the Tel Aviv, Israel-based cloud platform provider reported a 32% revenue growth in the fourth quarter ending in December.

                    Revenue increased to $267.98 million from $202.57 million, net income jumped to $23.0 million from $12.34 million, and earnings per diluted share rose to 43 cents from 24 cents a year ago.

                    During the quarter, WCM Investment Management LLC lessened its holdings in Monday.com by 3.1%, and Entropy Technologies LP increased its stake by 521.0%.

                    Hedge funds and other institutional investors own 73.70% of the company's stock.
                    • Rockwell Automation Inc gained 7.7% to $289.11 after the industrial automation company said orders increased by 10% in the first quarter of 2025 ending in December.

                      Revenue declined to $1.88 billion from $2.05 billion, net income fell to $178 million from $213 million, and earnings per diluted share dropped to $1.61 from $1.86 a year ago.

                      For fiscal 2025, the company estimated sales of $8.1 billion and earnings per diluted share between $7.65 and $8.85.