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DocuSign Inc. gained 4.8% to $79.86 despite the e-signature software provider reporting a 93% drop in the second quarter ending on July 31.

Consolidated revenue increased to $800 million from $736 million, net income dropped to $63 million from $888 million, and diluted earnings per share declined to 30 cents from $4.26 a year ago.

During the second quarter, DocuSign returned a total of $201.5 million to shareholders through share repurchases.

DocuSign guided third-quarter revenue to be between $804 million and $808 million, adjusted operating margin between 28% and 29%, and adjusted diluted weighted-average shares outstanding between 207 million and 212 million.

DocuSign guided full-year revenue to be between $3.189 billion and $3.201 billion, adjusted operating margin between 28.6% and 29.6%, and adjusted diluted weighted-average shares outstanding between 207 million and 212 million.

08 Sep, 2025

Broadcom Inc. fell 0.7% to $332.41 despite the provider of semiconductor and infrastructure software solutions’ net income swinging to a profit from a year ago in the fiscal third quarter.

Consolidated revenue inched higher to $15.95 billion from $13.07 billion, net income swung to a profit of $4.14 billion from a loss of $1.88 billion, and diluted earnings per share rose to an income of 85 cents from a loss of 40 cents a year ago.

The company's board declared a cash dividend of $0.59 per share, payable on September 30 to shareholders on record on September 22.

During the third quarter, Broadcom returned $2.8 billion to shareholders through cash dividends.

The company estimated fiscal fourth-quarter revenue of approximately $17.4 billion and adjusted EBITDA to be approximately 67% of projected revenue.

"Broadcom achieved record third-quarter revenue, driven by continued strength in custom AI accelerators, networking, and VMware," said Hock Tan, president and chief executive officer.

AI revenue in Q3 grew 63% year-over-year to $5.2 billion.

We expect this growth to accelerate further in the fourth quarter, with AI semiconductor revenue projected to reach $6.2 billion—marking eleven consecutive quarters of growth, as our customers continue to invest aggressively.”

05 Sep, 2025

Lululemon Athletica Inc. plunged 19% to $167.77 after the athleisure retailer reported a slight increase in revenue and a marginal decline in net income in the second quarter ending on August 3.

Consolidated revenue edged higher to $2.5 billion from $2.4 billion, net income declined to $370.9 million from $392.9 million, and diluted earnings per share fell to $3.10 from $3.15 a year ago.

During the second quarter, Lululemon returned a total of $278.5 million to shareholders through repurchases of 1.1 million shares.

The company added 14 net new company-operated stores during the second quarter, ending with 784 stores.

Overall comparable sales increased 1%; in the Americas, comparable sales declined 4%, or 3% on a constant dollar basis, offset by an international comparable sales increase of 15%, or 13% on a constant dollar basis.

Lululemon guided third-quarter revenue to be between $2.47 billion and $2.50 billion, and diluted earnings per share between $2.18 and $2.23.

The company estimated diluted earnings per share between $12.77 and $12.97 and full-year revenue between $10.85 billion and $11.0 billion.

"While we continued to see positive momentum overall in our international regions in the second quarter, we are disappointed with our U.S. business results and aspects of our product execution," said Calvin McDonald, Chief Executive Officer.

"In the second quarter, we exceeded expectations on EPS, but revenue fell short of our guidance, driven predominantly by our U.S. business.

We are also navigating industry-wide challenges, including higher tariff rates. In light of these dynamics, we are revising our full-year outlook," said Meghan Frank, Chief Financial Officer.

05 Sep, 2025

The Children’s Place, Inc., jumped 6.6% to $5.80 despite the children’s apparel and accessories retailer’s net income swinging to a loss in the latest quarter ending on August 2.

Consolidated revenue decreased 6.8% to $298 million from $319 million, adjusted net income swung to a loss of $3.4 million from a profit of $3.9 million, and adjusted diluted earnings per share swung to a loss of 15 cents from a profit of 30 cents a year ago.

Comparable retail sales fell 4.7% in the quarter, with the company attributing the decline to a challenging macroeconomic environment and tariff-related uncertainty, which dampened consumer sentiment and impacted both physical and online sales.

During the second quarter, the company opened one store and closed two, ending the period with 494 locations, down from 515 stores at the end of the same quarter last year.

“The tariff environment remains unpredictable. Based on the current environment, we are projecting approximately $20 million to $25 million in additional tariff and duty expenses for fiscal year 2025.

However, we believe we are well-positioned to manage these impacts, having plans to mitigate approximately 80% of the effects of these tariffs through a range of strategic initiatives," said Muhammad Umair, President and Interim Chief Executive Officer.

05 Sep, 2025

09 Oct, 2025

Stock Movers: Casey's General, Oracle, Synopsys

Scott Peters
10 Sep, 2025
New York City

Casey's General Stores Inc. surged 5% to $541.48 after the convenience store operator reported a 19% rise in its earnings in the latest quarter ending on July 31.

Consolidated revenue increased to $4.6 billion from $4.1 billion, net income advanced to $215 million from $180 million, and diluted earnings per share rose to $5.77 from $4.83 a year ago.

During the quarter, the company repurchased approximately $31 million of shares, and the company has approximately $264 million remaining under its existing share repurchase authorization.

The company's board declared a cash dividend of $0.57 per share, payable on November 14 to shareholders on record on November 1.

Casey's reiterated its fiscal 2026 outlook, and the company estimated EBITDA to grow by 10% to 12% from a year ago, with same-store inside sales increasing 2% to 5% and an inside margin of about 41%.

Casey's estimated same-store fuel gallons sold to range from negative 1% to positive 1%, and operating expenses to rise by 8% to 10%.

Casey’s plans to open at least 80 new stores through a mix of acquisitions and new builds, bringing the total to around 500 stores over the three-year strategic plan.

Oracle Corp. jumped 28.77% to $311.01 after the database developer reported a slight increase in revenue and a marginal decline in net income in the fiscal first quarter ending on August 31.

Consolidated revenue advanced to $14.9 billion from $13.3 billion, net income inched lower to $2.927 billion from $2.929 billion, and diluted earnings per share edged down to $1.01 from $1.03 a year ago.

The company's board declared a quarterly cash dividend of $0.50 per share, payable on October 23 to shareholders on record on October 9.

"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO Safra Catz.

"This resulted in the contract backlog increasing 359% to $455 billion.

It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build.

Over the next few months, we expect to sign up several additional multi-billion-dollar customers, and Remaining Performance Obligation is likely to exceed half a trillion dollars," Catz added.

Oracle Cloud Infrastructure revenue is to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years."

Oracle Chairman and CTO Larry Ellison announced that MultiCloud database revenue from Amazon, Google, and Microsoft grew by an impressive 1,529% year-over-year in the first fiscal quarter.

"This growth is to continue as Oracle delivers 37 additional datacenters to its hyperscaler partners, bringing the total to 71," estimated Ellison.

Ellison also revealed that Oracle will launch a new service next month at Oracle AI World called the "Oracle AI Database," which will allow customers to run leading AI models—such as ChatGPT, Gemini, and Grok—directly on top of Oracle Database.

Synopsys Inc. declined 19.59% to $485.97 after the electronic design automation company reported a slight increase in revenue and a 41% decrease in profit in the latest quarter ending on July 31.

Consolidated revenue increased to $1.7 billion from $1.5 billion, net income declined to $242 million from $408 million, and diluted earnings per share fell to $1.50 from $2.61 a year ago.

The company's board authorized a $1.5 billion stock repurchase program in fiscal 2022.

As of the end of July, $194.3 million remained available under the program; however, it is currently suspended due to the Ansys merger and will resume after debt reduction.

On July 17, 2025, Synopsys completed the acquisition of ANSYS, Inc., under the previously announced merger agreement dated January 15, 2024. ANSYS is now a wholly owned subsidiary of Synopsys.