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Market Update

PayPal Holdings Inc. eased 0.3% to $66.15 after the online payment platform operator reported first-quarter 2025 results.

Revenue jumped to $7.79 billion from $7.70 billion, net income surged to $1.29 billion from $888 million, and diluted earnings per share rose to $1.29 from 83 cents a year ago.

“This is our fifth consecutive quarter of profitable growth with progress across branded checkout, PSP, omnichannel, and Venmo,” the company said in a release to investors.


30 Apr, 2025

 

CoStar Group Inc. eased 0.6% to $82.24 after the technology provider to the property markets reported first-quarter 2025 results.

Revenue jumped to $732 million from $656 million, net income swung to a loss of $14.8 million from a profit of $6.7 million, and diluted earnings per share swung to a loss of 4 cents from a profit of 2 cents a year ago.

The company guided fiscal 2025 revenue to be between $3.11 billion and $3.15 billion, compared to $2.74 billion in 2024.

Second-quarter revenue is expected to range between $770 million and $775 million, compared to $678 million a year earlier.


30 Apr, 2025

 

Starbucks Corp. dropped 6.5% to $79.33 after the coffee chain retailer reported second-quarter 2025 results.

Revenue jumped 2.3% to $8.76 billion from $8.56 billion, net earnings slumped 50.3% to $384.2 million from $772.4 million, and diluted earnings per share fell 50% to 34 cents from 68 cents a year ago.

Sales in North America increased 1.5%, while international sales jumped 6.2% in the quarter.

Global comparable sales declined 1%, driven by a 2% decline in comparable transactions, partially offset by a 1% increase in average ticket.

North America comparable store sales dropped 1%, while international comparable store sales increased 2%, and comparable sales in China were flat.

The company opened 213 net new stores in the second quarter, ending the period with 40,789 stores, of which 53% are company-operated and 47% are licensed.

The U.S. and China comprised 61% of the company’s global portfolio, with 17,122 and 7,758 stores in the U.S. and China, respectively.


30 Apr, 2025

 

S&P Global Inc. traded flat at $491.76 after the financial information and analytics company reported first-quarter 2025 results.

Revenue edged up 8% to $3.78 billion from $3.49 billion, net income jumped 10% to $1.09 billion from $991 million, and diluted earnings per share climbed 12% to $3.54 from $3.16 a year ago.

Separately, the company announced its plan to separate its Mobility division into a standalone public company in a deal to be completed within 12 to 18 months.

The data analytics company guided fiscal 2025 revenue to grow between 4% and 6%, compared to $14.21 billion in 2024, and diluted earnings per share to increase between $14.60 and $15.10, compared to $12.35 a year earlier.

The operating profit margin is expected to be between 42.5% and 43.5%, compared to 39.3% in 2024.


30 Apr, 2025

 

Visa Inc. gained 0.6% to $343.50 after the digital payment company reported second-quarter 2025 results.

Net revenue climbed to $9.59 billion from $8.77 billion, net income dropped to $4.58 billion from $4.66 billion, and diluted earnings per share rose to $2.32 from $2.29 a year ago.

Total cross-border volume surged 13% in the quarter, as payments volume increased 8% and the number of processed transactions jumped 9%.

The total number of cards jumped 7%, of which credit cards were up 5% and debit cards up 8%.

The company returned $5.6 billion in dividends and share repurchases and authorized a new $30.0 billion multi-year share repurchase program.

Visa guided third-quarter revenue to grow at a low double-digit percent, compared to $8.9 billion in 2024, and diluted earnings per share to increase at high teens, compared to $2.40 a year earlier.

The company estimated operating expenses to increase by a low double-digit percent in the third quarter, compared to $3.0 billion a year ago.

For the full year, the company said revenue is expected to grow at a low double-digit percent, compared to $35.9 billion in 2024, and diluted earnings per share to increase by low teens, compared to GAAP diluted earnings per share of $9.73 a year earlier.

Operating expense for the full year is expected to grow at a high single-digit to low double-digit percent, compared to $12.33 billion a year ago.


30 Apr, 2025

 

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., traded flat at $88.92 after the Mexican airport operator reported first-quarter 2025 results.

Revenue slipped 5% to 3.57 billion pesos from 3.75 billion pesos, net income jumped 19.7% to 1.29 billion pesos from 1.08 billion pesos, and earnings per share rose 19.3% to 3.33 pesos from 2.79 pesos a year ago.

Passenger traffic increased by 9.1% during the quarter to 6.427 million passengers from 5.889 million passengers a year earlier.


29 Apr, 2025

 

Domino's Pizza eased 0.1% to $490.00 after the pizza restaurant operator announced first-quarter 2025 results.

Revenue increased 2.5% to $1.11 billion from $1.08 billion, net income surged 18.9% to $149.7 million from $125.8 million, and diluted earnings per share rose 20.9% to $4.33 from $3.58 a year ago.

Same-store sales of U.S. company-owned stores slipped 2.9% in the quarter, U.S. franchise store sales declined 0.4%, U.S. store sales dropped 0.5%, and international store sales rose 3.7%, excluding the foreign currency impact.

The company proposed a quarterly dividend of $1.74 per share, payable on June 30 to shareholders on record as of June 13.

During the quarter, the pizza chain operator repurchased and retired 115,280 shares for a total of $50.0 million, and as of March 23, it had $764.3 million remaining under repurchase authorization.


29 Apr, 2025

 

Cadence Design Systems Inc. eased 0.6% to $284.00 after the software company reported first-quarter 2025 results.

Revenue edged up to $1.24 billion from $1.01 billion, net income surged to $273.58 million from $247.64 million, and diluted earnings per share jumped to $1.01 from 92 cents a year ago.

The company guided fiscal 2025 revenue to be between $5.15 billion and $5.23 billion, compared to $4.64 billion in 2024, and GAAP diluted net income per share between $4.21 and $4.31, compared to $3.85 a year earlier.

The company estimated GAAP operating margin to be between 30.25% and 31.25%, compared to 29.1% in 2024, and non-GAAP diluted earnings per share between $6.73 and $6.83, compared to $5.97 a year ago.


29 Apr, 2025

 

HCA Healthcare Inc. gained 0.02% to $328.00 after the hospital and clinic operator reported first-quarter 2025 results.

Revenue edged up to $18.32 billion from $17.34 billion, net income jumped to $1.61 billion from $1.59 billion, and diluted earnings per share rose to $6.45 from $5.93 a year ago.

The company announced a quarterly cash dividend of 72 cents per share, payable on June 30 to shareholders on record as of June 16.

During the first quarter, the healthcare company repurchased 7.762 million shares at a cost of $2.506 billion, and as of March 31, it had $8.259 billion remaining under repurchase authorization.


28 Apr, 2025

 

AutoNation Inc. traded flat at $175.09 after the automotive retailer reported first-quarter 2025 results.

Revenue jumped 3% to $6.69 billion from $6.48 billion, net income edged down 8% to $175.5 million from $190.1 million, and diluted earnings per share fell 1% to $4.45 from $4.49 a year ago.

Same-store sales rose 4% in the quarter, driven by new vehicle growth of 10%, while used vehicle unit sales declined 2%.

The company completed acquisitions worth $70 million, adding $220 million of annualized revenue to the domestic and import segments.

AutoNation repurchased $225 million of stock during the quarter, and more than $607 million remained under repurchase authorization.


28 Apr, 2025

 

PepsiCo Inc. gained 0.3% to $133.74 after the beverage company reported first-quarter 2025 results.

Revenue declined to $17.92 billion from $18.25 billion, net income slipped to $1.83 billion from $2.04 billion, and diluted earnings per share fell to $1.33 from $1.48 a year ago.

The company guided fiscal 2025 revenue to increase by a low single-digit percent, compared to $91.85 billion in 2024, implying a 3% decline in core earnings per share, compared to $8.16 per share in 2024.

PepsiCo also estimated total cash returns to shareholders of approximately $8.6 billion, comprised of dividends of $7.6 billion and share repurchases of $1.0 billion.


28 Apr, 2025

 

Alphabet Inc. eased 0.2% to $161.70 after the parent company of the Google search engine reported first-quarter 2025 results.

Revenue surged to $90.23 billion from $80.54 billion, net income jumped to $34.54 billion from $23.66 billion, and diluted earnings per share rose to $2.81 from $1.89 a year ago.

The company announced a quarterly cash dividend of 21 cents per share, an increase of 5% from the prior dividend of 20 cents per share, payable on June 16 to shareholders on record as of June 9.

During the quarter, Alphabet paid a total of $2.4 billion in dividends, and on April 23, the company issued an authorization to repurchase $70.0 billion of Class A and Class C shares.


28 Apr, 2025

 

Valero Energy Corp. gained 0.4% to $113.87 after the energy company reported first-quarter 2025 results.

Revenue edged down to $30.26 billion from $31.76 billion, net income swung to a loss of $595 million from a profit of $1.24 billion, and diluted earnings per share swung to a loss of $1.90 from a profit of $3.75 a year ago.

The company returned $633 million to shareholders through dividends and stock buybacks, and it announced a quarterly cash dividend of $1.13 per share.


28 Apr, 2025

 

Intel Corp. eased 0.1% to $20.02 after the technology company reported first-quarter 2025 results.

Revenue inched down to $12.67 billion from $12.72 billion, net loss widened to $821 million from a loss of $381 million, and diluted loss per share widened to 19 cents from a loss of 9 cents a year ago.

The company guided second-quarter 2025 revenue to be between $11.2 billion and $12.4 billion, compared to $12.83 billion in 2024, and net loss per share of 32 cents, compared to a loss of 38 cents a year earlier.


28 Apr, 2025

 

VeriSign Inc. dropped 2.2% to $247.00 after the domain name services provider reported first-quarter 2025 results.

Revenue edged up 4.7% to $402.3 million from $384.3 million, net income jumped to $199.3 million from $194.1 million, and diluted earnings per share rose to $2.10 from $1.92 a year ago.

During the quarter, the company repurchased 1.0 million shares for a total of $230 million, and as of March 31, there was $793 million remaining for repurchases in authorization.

The company proposed a cash dividend of 77 cents per share, payable on May 28 to shareholders on record as of May 19.

VeriSign guided fiscal 2025 revenue to be between $1.63 billion and $1.65 billion, compared to $1.56 billion in 2024, and operating income between $1.11 billion and $1.12 billion, compared to $1.06 billion a year earlier.


25 Apr, 2025