U.S. Movers: AMD, Arista Networks, Electronic Arts, Gartner, Marriott

Scott Peters
07 May, 2025
New York City

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.

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.

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.

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.

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.