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Emerald Holding Inc. surged 12% to $4.09 after the producer of trade shows and their associated conferences, content, and commerce reported higher revenue in the fourth quarter of 2024.

Revenue increased 5.2% to $106.8 million from $101.5 million, net income rose to $5.1 million from a loss of $17.9 million, and diluted earnings per share edged up to 3 cents from a loss of 46 cents a year ago.

The company repurchased 1,776,884 shares for $8.4 million in the quarter at an average price of $4.68 per share.

The company extended its share repurchase program for the repurchase of $25 million through December 31, 2025.

Since the restart of the share repurchase program in 2021 through December 31, 2024, the company has bought back a total of 13.3 million shares for $53.7 million.

In February 2025, Emerald proposed a dividend for the quarter ending March 31 of $0.015 per share, payable on March 20 to shareholders on record as of March 10.

Following quarter end, the company agreed to acquire This is Beyond, the UK-based architect of luxury travel B2B trade shows, and completed the acquisition of Insurtech Insights, an operator of large-scale insurance technology conferences across the U.S., Europe, and Asia.

“These strategic acquisitions expand and diversify our portfolio, reinforcing Emerald’s leadership in high-value, growth-oriented industries while sharpening our competitive position,” the company said in a release to investors.

Emerald guided full-year revenue to be between $450 million and $460 million, up from $398.8 million in 2024, and adjusted EBITDA between $120 million and $125 million, up from $101.7 million a year ago.


17 Mar, 2025

 

DocuSign Inc. surged 11.6% to $83.40 after the e-signature development company reported increased revenue in the fiscal fourth quarter of 2025 ending in January.

Revenue jumped to $776.25 million from $712.39 million, net income surged to $83.49 million from $27.24 million, and diluted earnings per share rose to 39 cents from 13 cents a year ago.

The company completed stock repurchases for $161.7 million in the quarter and $683.5 million in the full year, compared to $145.5 million in 2024.

DocuSign guided for the first quarter revenue to be between $745 million and $749 million, up from $709.6 million in the same period in fiscal 2025.

For the full year, revenue is estimated to be between $3.13 billion and $3.14 billion, up from $2.98 billion a year ago.


14 Mar, 2025

 

Ulta Beauty Inc. surged 6.5% to $335.0 after the cosmetics store retailer reported increased comparable sales in the fourth quarter of 2024.

Net sales dropped 1.9% to $3.49 billion from $3.55 billion, net income edged down to $393.27 million from $394.37 million, and diluted earnings per share rose to $8.46 from $8.08 a year ago.

Comparable sales jumped 1.5% in the quarter and were up 0.7% in the full year.

The company opened nine new stores, remodeled five stores, and closed one store during the quarter.

During the year, the company opened 66 new stores, relocated two stores, remodeled 41 stores, and closed six stores.

Ulta Beauty repurchased 620,053 shares for $249.5 million in the quarter and 2.5 million shares for $1.0 billion during the year.

After the repurchases, the company has $2.7 billion remaining available under the $3.0 billion authorization announced in October 2024.

The cosmetics retailer guided for fiscal 2025 net sales to be between $11.5 billion and $11.6 billion, up from $11.29 billion a year ago, and diluted earnings per share between $22.50 and $22.90, down from $25.34 in 2024.

The company plans to open approximately 60 new stores in 2025.


14 Mar, 2025

 

Dollar General Corp. surged 7.2% to $80.26 after the discount store operator reported higher sales in the fiscal fourth quarter ending in January.

Net sales increased 4.5% to $10.30 billion from $9.86 billion, net income declined 52.4% to $191.21 million from $401.81 million, and diluted earnings per share edged down 52.5% to 87 cents from $1.83 a year ago.

Same-store sales increased 1.2% in the quarter and were up 1.4% for the full year.

The company plans to close 96 Dollar General stores and 45 Popshelf stores in the first quarter of fiscal 2025.

The company proposed a quarterly cash dividend of 59 cents per share, payable on or before April 22 to shareholders on record as of April 8.

The discount retailer guided for the fiscal 2025 net sales growth between 3.4% and 4.4%, up from $40.61 billion in 2024, and diluted earnings per share between $5.10 and $5.80, compared to $5.11 a year ago.

Same-store sales are expected to increase between 1.2% and 2.2%, and capital expenditures are estimated to be between $1.3 billion and $1.4 billion in 2025, or 3% of net sales.

The company plans to open approximately 575 new stores in the U.S. and up to 15 new stores in Mexico.

Over the last five years, Dollar General has struggled, and the company's stock is trading at the levels last seen in late 2017. 


14 Mar, 2025

 

American Eagle Outfitters Inc. dropped 5.1% to $10.86 after the specialty apparel retailer reported comparable sales growth in the fiscal fourth quarter of 2024.

Revenue declined to $1.60 billion from $1.68 billion, net income surged to $104.35 million from $6.32 million, and diluted earnings per share jumped to 54 cents from 3 cents a year ago.

Comparable sales advanced 3% in the quarter, with record Aerie comparable growth of 6% and American Eagle comparative growth of 1%.

The company guided for the first quarter of 2025 a revenue decline of “mid-single digits” and operating income to be between $20 million and $25 million, compared to $78 million in the same period last year.

For the full year, the company expects revenue to decline at “low single digits” and operating income to be between $360 million and $375 million, compared to $142 million in 2024.

The apparel retailer repurchased 3.5 million shares for $60 million in the fourth quarter, bringing full-year repurchases to 9.5 million shares for $191 million, and authorized an additional 50 million shares for repurchase.

In addition, the company returned approximately $24 million in cash to shareholders through its quarterly dividend of $0.125 per share, bringing year-to-date cash dividends to $96 million.


13 Mar, 2025

 

Adobe Inc. dropped 4% to $420.98 after the graphic design software developer reported results for the fiscal first quarter of 2025 ending in February.

Revenue increased to $5.71 billion from $5.18 billion, net income surged to $1.81 billion from $620 million, and diluted earnings per share rose to $4.14 from $1.36 a year ago.

The company repurchased approximately 7.0 million shares during the quarter.

“Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by artificial intelligence, and we are reaffirming our fiscal 2025 financial targets,” said Shantanu Narayen, chair and CEO.

The company guided second quarter revenue to be between $5.77 billion and $5.82 billion, up from $5.31 billion a year ago, and earnings per share between $3.80 and $3.85, up from $3.49 in the same period in 2024.

For the full year, Adobe estimated revenue to be between $23.30 billion and $23.55 billion, up from $21.51 billion in 2024, and GAAP earnings per share between $15.80 and $16.10, compared to $12.36 a year ago.


13 Mar, 2025

 

Ciena Corp. dropped 0.4% to $63.71 after the provider of optical switches and routing systems, services, and automation software reported results for the fiscal first quarter of 2025.

Revenue increased to $1.07 billion from $1.04 billion, net income declined to $44.57 million from $49.55 million, and diluted earnings per share fell to 31 cents from 34 cents a year ago.

The company repurchased approximately 1.0 million shares of common stock for the aggregate price of $79.2 million during the quarter.


12 Mar, 2025

 

Kohl's Inc. plunged 14.5% to $10.30 after the department store chain reported lower sales in the fiscal fourth quarter of 2024.

Net sales declined to $5.17 billion from $5.71 billion, net income slumped to $48 million from $186 million, and diluted earnings per share fell to 43 cents from $1.67 a year ago.

Comparable sales in the quarter decreased 6.7% and declined 6.5% during the full year.

The company guided for fiscal 2025 net sales to drop between 5% and 7%, comparable sales down 4% to 6%, and diluted earnings per share between 10 cents and 60 cents, compared to 98 cents in 2024.

The operating margin is estimated to be between 2.2% and 2.6% and capital expenditures between $400 million and $425 million.

Kohl’s proposed a quarterly cash dividend of 12.5 cents per share, payable on April 2 to shareholders on record as of March 21.


12 Mar, 2025

 

DICK'S Sporting Goods dropped 1.2% to $208.50 after the athletic goods retailer reported increased sales in the fiscal fourth quarter of 2024.

Net sales increased to $3.89 billion from $3.88 billion, net income jumped to $300 million from $296 million, and diluted earnings per share edged up to $3.62 from $3.57 a year ago.

For the full year, comparable sales advanced 5.2%, driven by growth in average ticket size and transactions.

The company guided for fiscal 2025 comparable sales to grow between 1% and 3% and diluted earnings per share to be between $13.80 and $14.40, compared to $14.05 in 2024.

Net sales are estimated to be between $13.6 billion and $13.9 billion, up from $13.44 billion in 2024, and net capital expenditure would be approximately $1.0 billion, compared to $726 million in 2024.

DICK’S authorized a new five-year share repurchase program for up to $3 billion.

The sporting products retailer proposed a quarterly cash dividend of $1.2125 per share, up 10% from the previous dividend, and an annualized dividend of $4.85, payable on April 11 to stockholders on record as of March 28


12 Mar, 2025

 

Casey's General Stores Inc. surged 3.2% to $391.0 after the convenience store operator reported results for the fiscal third quarter of 2025.

Revenue increased to $3.90 billion from $3.33 billion, net income jumped to $87.10 million from $86.93 million a year ago, and diluted earnings per share were flat at $2.33.

Inside same-store sales increased 3.7% compared to the prior year and 8.0% on a two-year stack basis, with an inside margin of 40.9%.

Same-store fuel gallons were up 1.8% from a year ago, with a fuel margin of 36.4 cents per gallon.

Same-store operating expenses excluding credit card fees were up 3.2%, favorably impacted by a 2% reduction in same-store labor hours.

For fiscal 2025, the company expects same-store sales to increase between 3% and 5% with the inside margin to be comparable to the prior year.

The company expects to add approximately 270 stores for the year.

Same-store fuel gallons sold is expected to be between negative 1% and positive 1%.

The company expects total operating expenses to increase between 11% and 13% for the fiscal year, including $25 million to $30 million in one-time deal and integration costs related to the Fikes acquisition, while same-store operating expenses excluding credit card fees are expected to only increase 2% for the year.

Casey’s estimated EBITDA is expected to increase 11%, and the purchase of property and equipment is expected to be approximately $500 million.

The company has approximately $295 million remaining under its existing share repurchase authorization.

Casey's proposed a quarterly dividend of 50 cents per share, payable on May 15 to shareholders on record as of May 1.


12 Mar, 2025

 

United Natural Foods Inc. gained 1% to $26.09 after the grocery wholesaler reported results for the fiscal second quarter of 2025.

Net sales increased 4.9% to $8.16 billion from $7.77 billion, net loss shrank to $3 million from a loss of $15 million, and adjusted earnings per share rose to 22 cents from 7 cents a year ago.

The company guided raising the full-year outlook for all financial metrics other than capital spending.

Net sales in fiscal 2025 are expected to be between $31.3 billion and $31.7 billion, up 3.6% from $30.98 billion a year ago, adjusted EBITDA between $550 million and $580 million, up from $518 million, and adjusted earnings per share between 70 cents and 90 cents, up from 14 cents in 2024.


12 Mar, 2025

 

Quanex Building Products Corp. eased 0.6% to $20.30 after the provider of fenestration, hardware, cabinetry, solar, refrigeration, security, and outdoor products reported results for the fiscal first quarter of 2025.

Net sales surged to $400 million from $239.2 million, net income swung to a loss of $14.9 million from a profit of $6.2 million, and loss per diluted share was 32 cents compared to a profit of 19 cents a year ago.

The company repurchased 150,000 shares for $3.7 million at an average price of $24.66 per share during the quarter, and as of January 31, approximately $59.1 million remained under the existing authorization.

Quanex estimated for the full year net sales to be between $1.84 billion and $1.86 billion, up from $1.28 billion a year ago, which would yield adjusted EBITDA between $270 million and $280 million, up from $182.4 million in 2024.


11 Mar, 2025

 

Asana Inc. plunged 26.4% to $12.27 after the provider of the enterprise work management platform reported results for the fiscal fourth quarter of 2025.

Revenue increased to $188.33 million from $171.13 million, net loss shrank to $62.30 million from $62.40 million, and loss per diluted share narrowed to 27 cents from a loss of 28 cents a year ago.

The company guided for the first quarter of 2026 revenue to be between $184.5 million and $186.5 million, up 7% to 8% from $172.4 million a year ago, and non-GAAP net income per share of 2 cents, compared to a non-GAAP net loss per share of 6 cents in the same quarter in 2025.

Non-GAAP operating profit is expected to be between $2.0 million and $3.0 million, with a 1% to 2% operating margin, compared to a non-GAAP operating net loss of $15.8 million in the first quarter of 2025.

For the full year, Asana estimated revenue to be between $782.0 million and $790.0 million, up 8% to 9% from $723.88 million, and non-GAAP net income per share between 19 cents and 20 cents, compared to a non-GAAP loss per share of 13 cents in 2025.


11 Mar, 2025

 

Vail Resorts Inc. surged 2.9% to $158.0 after the ski resort owner and operator reported results for the fiscal second quarter of 2025.

Revenue increased to $1.14 billion from $1.08 billion, net income jumped to $245.55 million from $219.30 million, and earnings per diluted share rose to $6.56 from $5.76 a year ago.

The company guided for the full-year net income to be between $257.0 million and $309.0 million, compared to $230.4 million in 2024.


11 Mar, 2025

 

Oracle Corp. dropped 3.3% to $143.90 after the database and cloud applications developer reported results for the fiscal third quarter of 2025.

Revenue increased 6% to $14.13 billion from $13.28 billion, net income surged 22% to $2.94 billion from $2.40 billion, and diluted earnings per share rose to $1.02 from 85 cents a year ago.

Cloud services and license support revenues were up 10% to $11.0 billion, and cloud license and on-premise license revenues were down 10% to $1.1 billion.

"Oracle signed sales contracts for more than $48 billion in the third quarter," said CEO Safra Catz. "We have now signed cloud agreements with several world-leading technology companies, including OpenAI, xAI, Meta, NVIDIA, and AMD.”

The company expects that its $130 billion sales backlog will help drive a 15% increase in the overall revenue in the next fiscal year beginning this June, and the company plans to expand both its AI training and AI inferencing businesses in the near future.

Oracle proposed a quarterly cash dividend of 50 cents per share, up 25% from the current 40 cents per share, payable on April 23 to stockholders on record as of April 10.


11 Mar, 2025