Login
Breaking News
PVH   MongoDB   Five Below   Lululemon   Lands’ End   Ciena   DocuSign   Broadcom   Dollar Tree  

Market Update

MercadoLibre Inc. advanced 6.5% to $2,420 after the Argentinian e-commerce and financial services company reported first-quarter 2025 results.

Revenue jumped to $5.93 billion from $4.33 billion, net income edged up to $494 million from $344 million, and diluted earnings per share rose to $9.74 from $6.78 a year ago.

The company said total payment volume in the quarter rose 43% to $58.3 billion and gross merchandise volume increased 17% to $13.3 billion from a year earlier.


09 May, 2025

 

Shopify Inc. eased 0.4% to $93.61 after the Canada-based e-commerce company reported first-quarter 2025 results.

Revenue edged up to $2.36 billion from $1.86 billion, net loss expanded to $682 million from a loss of $273 million, and diluted loss per share widened to 53 cents from a loss of 21 cents a year ago.

The company said free cash flow came in at $363 million, compared to $232 million a year earlier.

Shopify guided second-quarter revenue to grow at a mid-twenties percentage rate from $2.0 billion a year ago and free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.

During the first quarter, operating income jumped to $203 million from $86 million, and net income excluding the impact of equity investments rose to $226 million from $144 million a year ago.


09 May, 2025

 

DoorDash Inc. eased 3.9% to $182.72 after the food delivery company reported first-quarter 2025 results.

Revenue climbed to $3.03 billion from $2.51 billion, net income swung to a profit of $193 million from a loss of $23 million, and diluted earnings per share swung to a profit of 44 cents from a loss of 6 cents a year ago.

Total orders in the quarter amounted to 732 million, compared to 620 million in the prior year.

The company has proposed to acquire UK-based Deliveroo in a deal valuing the British rival at about £2.9 billion or $3.85 billion.

DoorDash aims to expand its presence overseas after previously snapping up Finland’s food delivery app Wolt in 2022 for €7 billion or $7.9 billion.


08 May, 2025

 

The Walt Disney Co. advanced 10.4% to $101.66 after the media and resort company reported second-quarter 2025 results.

Revenue edged up to $23.62 billion from $22.08 billion, net income swung to a profit of $3.27 billion from a loss of $20 million, and diluted earnings per share swung to a profit of $1.81 from a loss of 1 cent a year ago.

The company estimated full-year adjusted earnings per share to be $5.75, an increase of 16% from the prior year, including an equity loss of approximately $300 million from the company’s joint venture in India.


08 May, 2025

 

Uber Technologies Inc. eased 1.9% to $84.18 after the ride-hailing and delivery services provider reported first-quarter 2025 results.

Revenue jumped to $11.53 billion from $10.13 billion, net income swung to a profit of $1.78 billion from a loss of $654 million, and diluted earnings per share swung to a profit of 83 cents from a loss of 32 cents a year ago.

Gross bookings grew 14% to $42.8 billion from the prior year, or 18% on a constant currency basis, and trips during the quarter grew 18% to 3.0 billion.

The company estimated second-quarter gross bookings to be between $45.75 billion and $47.25 billion, an increase of 16% to 20% from a year earlier, and adjusted EBITDA to be between $2.02 billion and $2.12 billion, an increase of 29% to 35% from a year ago.


08 May, 2025

 

Carvana Co. surged 3.02% to $266.99 after the online used car retailer reported first-quarter 2025 results.

Revenue edged up to $4.23 billion from $3.06 billion, and net income jumped to $373 million from $49 million a year ago.

Adjusted EBITDA came in at $488 million, compared to $235 million a year earlier.

During the quarter, Carvana sold 133,898 retail units, an increase of 46% from 91,878 retail units in the prior year.


08 May, 2025

 

Costco Wholesale Corp. gained 0.2% to $1,007.15 after the wholesale retailer reported sales results for the 35 weeks ending in May.

Net sales increased 8.2% to $180.05 billion from $166.44 billion a year ago, as comparable store sales edged up 5.9% for the first 35 weeks.

Total comparable store sales climbed 4.4% in April, of which U.S. sales were up 5.2%, sales in Canada jumped 1.5%, and sales in the other international segment rose 3.2%.

E-commerce sales increased 12.6% in April and 16.3% for the 35-week period.


08 May, 2025

 

Gartner Inc. advanced 2.4% to $437.11 after the research and advisory company reported first-quarter 2025 results.

Revenue jumped to $1.53 billion from $1.47 billion, net income inched up to $210.9 million from $210.5 million, and diluted earnings per share rose to $2.71 from $2.67 a year ago.

The company said operating cash flow increased 66% to $314 million and free cash flow edged up 73.3% to $288 million, as contract value climbed 7%.

The company guided for the medium term its research segment to grow between 12% and 16%, conferences up 5% to 10%, and consulting up 3% to 8%, while total revenue is estimated to increase by at least 10%.

The full-year revenue outlook in the research segment was narrowed to $5.33 billion as of May 6 from $5.36 billion as of February 4, bringing down the total revenue estimate to $6.53 billion from $6.55 billion, respectively.

The company estimated full-year adjusted earnings per share to be $11.70, revised upwardly from $11.45 earlier this year.

In comparison, in 2024 revenue was $6.3 billion, and adjusted earnings per share were $14.09.


07 May, 2025

 

Marriott International surged 2.6% to $253.83 after the hotel chain operator reported first-quarter 2025 results.

Net fee revenue jumped 5% to $1.28 billion from $1.19 billion, net income edged up 18% to $665 million from $564 million, and diluted earnings per share rose 24% to $2.39 from $1.93 a year ago.

The company added 12,200 net rooms during the quarter, an increase of 4.6% from a year earlier.

At the end of the quarter, Marriott’s worldwide development pipeline totaled 3,800 properties and over 587,000 rooms, an increase of 7.4% from the prior year.

The company repurchased 2.8 million shares for $0.8 billion in the quarter, and year to date through April 29, the company has returned over $1.2 billion to shareholders through dividends and share repurchases.

Marriott guided second-quarter revenue to be between $1.38 billion and $1.39 billion, compared to $1.34 billion in 2024, and adjusted diluted earnings per share to be between $2.57 and $2.62, compared to $2.50 a year earlier.

The hotel company estimated revenue per available room in the second quarter to grow between 1.5% and 2.5% from the prior year.

For the full year 2025, the company expects revenue to be between $5.36 billion and $5.47 billion, compared to $5.17 billion in 2024, and adjusted diluted earnings per share to be between $9.82 and $10.19, compared to $9.33 a year ago.

Marriott expects net rooms to grow nearly 5%, with worldwide revenue per available room increasing between 1.5% and 3.5% in 2025.


07 May, 2025

 

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