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Electronic Arts Inc. advanced 5.2% to $162.55 after the video game company reported fourth-quarter 2025 results.

Revenue jumped to $1.89 billion from $1.78 billion, net income climbed to $254 million from $182 million, and diluted earnings per share rose to 98 cents from 67 cents a year ago.

The company proposed a quarterly cash dividend of 19 cents per share, payable on June 18 to shareholders on record as of May 28.

Electronic Arts guided fiscal 2026 revenue to be between $7.10 billion and $7.50 billion, compared to $7.46 billion in fiscal 2025; net income to be between $795 million and $974 million, compared to $1.12 billion; and diluted earnings per share to be between $3.09 and $3.79, compared to $4.25 a year ago.

For the first quarter of fiscal 2026, the company estimated revenue to be between $1.55 billion and $1.65 billion, compared to $1.66 billion in 2025; net income to be between $125 million and $169 million, compared to $280 million; and diluted earnings per share to be between 49 cents and 66 cents, compared to $1.04 in the prior year.


07 May, 2025

 

Arista Networks Inc. dropped 3.8% to $87.32 after the computer networking company reported first-quarter 2025 results.

Revenue edged up to $2.00 billion from $1.57 billion, net income jumped to $813.8 million from $637.7 million, and diluted earnings per share rose to 64 cents from 50 cents a year ago.

The company authorized an additional program to repurchase up to $1.5 billion.

Arista estimated second-quarter revenue to be approximately $2.1 billion, compared to $1.69 billion in the prior year; non-GAAP gross margin to be 63%, compared to 65.4%; and non-GAAP operating margin to be 46%, compared to 46.5% a year earlier.


07 May, 2025

 

Advanced Micro Devices Inc. gained 1.7% to $100.32 after the high performance and adaptive computing company reported first-quarter 2025 results.

Revenue jumped to $7.44 billion from $5.47 billion, net income edged up to $709 million from $123 million, and diluted earnings per share rose to 44 cents from 7 cents a year ago.

Data center segment revenue was up 57% in the quarter, client sales were up 68%, gaming sales were down 30%, and embedded segment sales were down 3% from the prior year.

The company guided second-quarter revenue to be approximately $7.4 billion, plus or minus $300 million, compared to $5.8 billion in 2024, and non-GAAP gross margin is estimated to be 43%, compared to 53% in the prior year.


07 May, 2025

 

Air Lease Corp. advanced 2.3% to $49.90 after the aircraft leasing company reported first-quarter 2025 results.

Revenue increased to $738.28 million from $663.31 million, net income jumped to $364.75 million from $97.44 million, and diluted earnings per share rose to $3.26 from 87 cents a year ago.

“To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft,” said John L. Plueger, the company’s CEO and president.

The company continues to benefit from strong global aircraft demand in both leasing and aircraft trading as significant aircraft supply constraints persist, Plueger added in the statement to investors.


06 May, 2025

 

Lattice Semiconductor Corp. advanced 0.2% to $54.55 after the semiconductor company reported first-quarter 2025 results.

Revenue increased to $120.15 million from $117.42 million, net income plunged to $5.02 million from $16.51 million, and diluted earnings per share fell to 4 cents from 12 cents a year ago.

The company guided second-quarter revenue to be between $118.5 million and $128.5 million, compared to $124.1 million in 2024, and non-GAAP earnings per share to be between 22 cents and 26 cents, compared to 23 cents a year earlier.


06 May, 2025

 

Cummins Inc. traded flat at $302.30 after the provider of diesel and alternative fuel engines reported first-quarter 2025 results.

Net sales edged down 3% to $8.17 billion from $8.40 billion, net income plunged to $824 million from $1.99 billion, and diluted earnings per share fell to $5.96 from $14.03 a year ago.

“Sales in North America decreased 1%, and international revenues decreased 5% due to lower demand in Latin America and Asia Pacific, partially offset by higher sales in China,” the company said in a release to investors.

The company proposed a quarterly dividend of $1.82 per share, compared to $1.68 per share a year earlier.


06 May, 2025

 

Terex Corp. traded flat at $39.83 after the industrial equipment provider reported first-quarter 2025 results.

Net sales declined to $1.23 billion from $1.29 billion, operating profit plunged to $111 million from $163 million, and earnings per share fell to 83 cents from $1.74 a year ago.

The company guided fiscal 2025 net sales to range between $5.30 billion and $5.50 billion, compared to $5.13 billion in 2024, and earnings per share to be between $4.70 and $5.10, compared to $4.96 a year earlier.


05 May, 2025

 

T. Rowe Price Group Inc. inched down 0.05% to $91.60 after the investment management company reported first-quarter 2025 results.

Revenue edged up to $1.76 billion from $1.75 billion, net income declined to $490.5 million from $573.8 million, and diluted earnings per share fell to $2.15 from $2.49 a year ago.

Quarter-end assets under management increased 1.6% to $1.57 trillion from $1.54 trillion a year earlier.

The company returned $506 million to shareholders in the quarter from the recurring quarterly dividend and stock repurchases.


05 May, 2025

 

Chevron Corp. eased 0.07% to $138.40 after the energy company reported first-quarter 2025 results.

Revenue declined to $47.61 billion from $48.72 billion, net income plunged to $3.50 billion from $5.50 billion, and diluted earnings per share fell to $2.00 from $2.97 a year ago.

“Included in the quarter was a net loss of $175 million related to legal reserves and a tax charge due to changes in the energy profits levy in the United Kingdom that were partially offset by the fair value measurement of Hess Corporation shares,” the company said in a release to investors.

Foreign currency effects decreased earnings by $138 million, the company added in the statement.

Over the last three years, Chevron has returned more than $78 billion of cash to shareholders, and during the first quarter, the company returned $6.9 billion of cash, including share repurchases of $3.9 billion and dividends of $3.0 billion.

The energy company proposed a quarterly dividend of $1.71 per share, payable on June 10 to stockholders on record as of May 19.


05 May, 2025

 

Exxon Mobil Corp. eased 0.06% to $106.15 after the energy company reported first-quarter 2025 results.

Revenue edged up to $83.13 billion from $83.08 billion, net income declined to $7.71 billion from $8.22 billion, and diluted earnings per share fell to $1.76 from $2.06 a year ago.

Cash flow from operating activities was $13.0 billion, and free cash flow was $8.8 billion.

During the quarter, the company returned $9.1 billion to shareholders, of which $4.3 billion was in dividends and $4.8 billion in share repurchases.

“This year, we're starting up 10 advantaged projects that are expected to generate more than $3 billion of earnings in 2026 at constant prices and margins,” the company said in a release to investors.

Exxon proposed a second-quarter dividend of 99 cents per share, payable on June 10 to shareholders on record as of May 15.


05 May, 2025

 

Berkshire Hathaway Inc. advanced 1.8% to $539.80 after the diversified conglomerate with businesses in insurance, freight rail transportation, and utility sectors reported first-quarter 2025 results.

Revenue edged down to $89.72 billion from $89.87 billion, net earnings plunged to $4.60 billion from $12.70 billion, and earnings per share fell to $2.13 from $5.88 a year ago.


05 May, 2025

 

Thomson Reuters Corp. traded flat at $185.74 after the content-driven technology company reported first-quarter 2025 results.

Revenue jumped to $1.90 billion from $1.88 billion, net income fell to $434 million from $481 million, and diluted earnings per share dropped to 96 cents from $1.06 a year ago.

The company completed the acquisition of SafeSend in January for approximately $600 million, allowing it to expand its tax automation capabilities.

In February, the company raised its annual dividend by 10% to $2.38 per share.

Thomson Reuters guided second-quarter revenue to grow by 7%, compared to $1.74 billion in 2024, and the adjusted EBITDA margin to be approximately 36%, compared to 37.1% a year ago.

The company estimated full-year revenue to increase between 3% and 3.5%, compared to $7.26 billion in 2024.

Revenue for the “Big 3” segments, namely legal professionals, corporates, and tax and accounting professionals, is expected to grow by approximately 4% in 2025.


02 May, 2025

 

MasterCard Inc. eased 0.04% to $546.40 after the digital payment company reported first-quarter 2025 results.

Revenue edged up to $7.25 billion from $6.35 billion, net income jumped to $3.28 billion from $3.01 billion, and diluted earnings per share rose to $3.59 from $3.22 a year ago.

During the first quarter, the company repurchased 4.7 million shares for a total of $2.5 billion and paid $694 million in dividends.

Quarter-to-date through April 28, the company repurchased 1.7 million shares at a cost of $884 million, which leaves $11.8 billion under repurchase authorization.


02 May, 2025

 

McDonald’s Corp. dropped 0.2% to $313.01 after the fast-food restaurant chain reported first-quarter 2025 results.

Revenue declined to $5.96 billion from $6.17 billion, net income edged down to $1.87 billion from $1.93 billion, and diluted earnings per share fell to $2.60 from $2.66 a year ago.

Global comparable sales decreased 1%, impacted by the 3.6% lower comparable sales in the U.S.


02 May, 2025

 

Amazon.com Inc. declined 3.2% to $184.10 after the e-commerce retailer reported first-quarter 2025 results.

Net sales edged up to $155.67 billion from $143.31 billion, net income surged to $17.13 billion from $10.43 billion, and diluted earnings per share rose to $1.59 from 98 cents a year ago.

Free cash flow decreased to $25.9 billion for the trailing twelve months, compared with $50.1 billion for the trailing twelve months ended March 31, 2024.

“We launched Amazon.ie in Ireland, offering over 200 million products with low prices, fast delivery, and local prime membership,” the company said in a release to investors.

Amazon guided second-quarter net sales to grow between 7% and 11% to between $159.0 billion and $164.0 billion from $148.0 billion a year ago, and operating income to be between $13.0 billion and $17.5 billion, compared to $14.7 billion in the same quarter in 2024.


02 May, 2025