Feb 21, 2025
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MercadoLibre Inc. traded up 12% to $2,364 after the Argentine e-commerce and online auctions company reported strong earnings for the fourth quarter ended in December.
Revenue climbed to $6.06 billion from $4.41 billion, net income surged to $639 million from $165 million, and earnings per diluted share rose to $12.61 from $3.25 a year ago.
The company’s share price has soared since its initial public offering in August 2007. -
Copart Inc. eased 0.2% to $58.12 after the global provider of online vehicle auction and remarketing services to automotive resellers reported earnings results for the second quarter of 2025 ending in January.
Revenue increased 14% to $1.16 billion from $1.02 billion, net income jumped 19% to $387.40 million from $325.63 million, and earnings per diluted share rose 21.2% to 40 cents from 33 cents a year ago. -
Builders FirstSource Inc. gained 0.1% to $144.50 after the building materials supplier reported lower earnings in the fourth quarter ending in December.
Net sales declined to $3.82 billion from $4.15 billion, net income decreased to $190.2 million from $350.8 million, and earnings per diluted share fell to $1.65 from $2.83 a year ago.
For fiscal 2025, the company estimated net sales between $16.5 billion and $17.5 billion, compared to $16.40 billion in 2024.
Builders FirstSource also guided the adjusted EBITDA between $1.9 billion and $2.3 billion in 2025, compared to $2.33 billion last year.
The adjusted EBITDA margin is expected to be between 11.5% and 13.0%, compared to 14.2% in 2024. -
Booking Holdings Inc. gained 2.1% to $5,125 after the travel technology company reported strong financial results for the fourth quarter ending in December.
Revenue increased to $5.47 billion from $4.78 billion, net income surged to $1.07 billion from $222 million, and earnings per basic share jumped to $32.31 from $6.37 a year ago.
Interest and dividend income in the quarter increased to $251 million from $237 million a year earlier.
In addition, the company announced a new share repurchase program of up to $20 billion. -
Akamai Technologies Inc. plunged 7.2% to $90.97 after the cybersecurity and cloud services provider reported a lower profit in the fourth quarter ending in December.
Revenue increased to $1.02 billion from $995.02 million, net income declined to $139.90 million from $161.16 million, and earnings per diluted share fell to 91 cents from $1.03 a year ago.
The company spent $138 million in the quarter to repurchase 1.4 million shares of its common stock at an average price of $97.43 per share.
Akamai had 150 million shares of common stock outstanding as of the end of 2024.
For the first quarter of 2025, the company estimated revenue between $1 billion and $1.02 billion, compared to $987.0 million in the same period in 2024. -
Walmart Inc. dropped 8.7% to $94.94 despite the chain of grocery store operators reporting a revenue growth for the fourth quarter of 2025, supported by a 16% e-commerce expansion globally.
Revenue increased 4.1% to $180.55 billion from $173.39 billion, net income fell 4.4% to $5.25 billion from $5.49 billion, and diluted earnings per share dropped to 65 cents from 68 cents a year ago.
Comparable U.S. store sales, excluding fuel, increased 4.6%, driven by a 2.8% increase in transactions and a 1.2% increase in average ticket size.
During the quarter, Walmart repurchased 15.9 million shares at an average price of $91.09 per share, worth $1.4 billion, and the remaining share repurchase authorization is $12.0 billion.
In addition, the company announced a 13% increase in its annual dividend for fiscal year 2026 to 94 cents per share.
For the first quarter of fiscal 2026, Walmart estimated a net sales increase between 3% and 4%, adjusted operating income up between 0.5% and 2%, and earnings per share between 57 cents and 58 cents, including a 2-cent impact from currency conversion.
In the first quarter of fiscal 2025, net sales were $159.9 billion, adjusted operating income was $7.1 billion, and adjusted earnings per share were 60 cents.
The guidance is provided on a non-GAAP basis. -
Alibaba Group Holding Ltd. surged 6.6% to $134.05 after the Chinese e-commerce company reported an 8% revenue growth for the fiscal third quarter ended in December.
Revenue increased to 280.15 billion yuan from 260.35 billion yuan, net income jumped to 48.94 billion yuan from 14.43 billion yuan, and earnings per diluted share rose to 2.55 yuan from 71 cents a year ago.
The company repurchased 119 million ordinary shares, equivalent to 15 million ADSs, for a total of $1.3 billion during the quarter.
Alibaba’s cloud intelligence segment marked a 13% growth to 31.74 billion yuan from 28.07 billion yuan a year ago.
The company announced its partnership with Apple Inc. to roll out artificial intelligence features for iPhones sold in the Chinese language. -
Wix.com Ltd. eased 0.7% to $215.40 after the Israel-based software company reported a 14% revenue increase in the fourth quarter ended in December.
Revenue increased to $460.45 million from $403.77 million, net income surged to $48.02 million from $2.95 million, and earnings per diluted share climbed to 80 cents from 5 cents a year ago.
Total bookings amounted to $464.59 million, up from $395.00 million a year ago.
For the first quarter of 2025, the company estimated constant currency revenue growth between 13% and 14% to between $469 million and $473 million, compared to $419.8 million in the same quarter in 2024.
For the full year 2025, the company guided constant currency revenue growth between 14% and 16% to between $1.97 billion and $2.00 billion, compared to $1.76 billion in 2024.
Total bookings for 2025 are estimated to increase between 13% and 15% to between $2.02 billion and $2.06 billion, in constant currency, compared to $1.83 billion in 2024. -
Garmin Ltd. gained 0.3% to $242.0 after the GPS-enabled products maker reported a 23% sales growth in the fourth quarter ended in December.
Net sales increased to $1.82 billion from $1.48 billion, net income declined to $435.73 million from $542.12 million, and earnings per diluted share fell to $2.25 from $2.82 a year ago.
The company proposed a cash dividend of $3.60 per share, payable in four equal installments: on June 27, 2025; September 26, 2025; December 26, 2025; and March 27, 2026.
The registration dates are June 16, 2025; September 12, 2025; December 12, 2025; and March 13, 2026.
For fiscal 2025, Garmin estimated revenue of $6.80 billion, an increase of 8% from $6.30 billion in 2024, and pro forma earnings per share of $7.80, compared to $7.39 per share in 2024. -
Carvana Co. plunged 9.9% to $253.77 after the online used car retailer reported fourth quarter 2024 earnings results.
The company sold 114,379 retail units in the quarter, up 50% from a year ago.
Revenue increased to $3.5 billion from $2.4 billion, net income swung to a profit of $159 million from a loss of $200 million, and diluted earnings per share was 56 cents compared to a loss of $1.0 a year ago. -
Cadence Design Systems Inc. dropped 3.9% to $288.65 despite the automation software provider reporting steady revenue growth in the fourth quarter ended in December.
Revenue climbed to $1.35 billion from $1.07 billion, net income increased to $340.21 million from $323.89 million, and earnings per diluted share rose to $1.24 from $1.19 a year ago.
For the first quarter of 2025, the company estimated diluted net income per share on a non-GAAP basis between $1.46 and $1.52, compared to $1.17 in the same period last year, and net income between $402 million and $419 million on a non-GAAP basis, compared to $318.88 million a year ago.
The company also estimated revenue in the first quarter between $1.23 billion and $1.25 billion, compared to $1.01 billion in the same quarter last year. -
Expeditors International of Washington Inc. gained 3.8% to $118.03 after the logistics company reported strong earnings for the fourth quarter ended in December.
Revenue jumped 30% to $2.95 billion from $2.28 billion, net income climbed 49% to $235.88 million from $158.72 million, and earnings per diluted share rose 54% to $1.68 from $1.09 a year ago.
During the three and twelve months ended December 31, the company repurchased 2.0 million and 7.1 million shares of common stock at an average price of $120.14 and $119.47 per share, respectively.
Expeditors repurchased an additional 1.6 million and 12.1 million shares during the three and twelve months, at an average price of $119.22 and $114.68 per share, respectively.
In addition, during 2024 and 2023, the company paid cash dividends of $1.46 and $1.38 per share, respectively. -
Toro Corp. gained 0.4% to $2.67 after the lawn equipment provider reported higher sales in the fourth quarter ended in December.
Net sales jumped 9% to $1.08 billion from $983.2 million, earnings climbed to $89.9 million from $70.3 million, and diluted earnings per share rose to 87 cents from 67 cents a year ago.
For fiscal 2025, the company estimated net sales growth in the range of zero to 1% and adjusted earnings per diluted share between $4.25 and $4.40, compared to $4.17 a year ago. -
Arista Networks Inc. dropped 4.6% to $106 despite the computer networking company reporting revenue growth in the fourth quarter of 2024.
Revenue increased to $1.93 billion from $1.54 billion, net income jumped to $800.99 million from $613.64 million, and earnings per diluted share rose to 62 cents from 48 cents a year ago.
For the first quarter of 2025, the company estimated revenue between $1.93 billion and $1.97 billion, compared to $1.57 billion a year ago. -
Toll Brothers Inc. plunged 5.8% to $115 after the homebuilding company missed earnings estimates in the first quarter of 2025, which ended on January 31.
Revenue declined to $1.86 billion from $1.95 billion, net income dropped to $177.70 million from $239.56 million, and earnings per diluted share fell to $1.75 from $2.25 a year ago.
The company repurchased approximately 0.2 million shares in the quarter, at an average price of $127.02 per share for a total purchase price of $23.7 million. -
Medtronic Plc. gained 0.3% to $86.30 after the American-Irish medical device company reported results for the fiscal 2025 third quarter.
Revenue increased 2.5% to $8.29 billion from $8.09 billion, net income dropped to $1.29 billion from $1.32 billion, and diluted earnings per share rose to $1.01 from 99 cents a year ago.
Sales in the cardiovascular, medical surgical, and diabetes segments marked a steady growth in the quarter, while the neuroscience segment dropped 3.7% to $769 million from $799 million in the same period last year.
For the full year, Medtronic estimated non-GAAP earnings growth between 4.6% and 5.8% in the range of $5.44 to $5.50 per share. -
Charles Schwab Corp. gained 1.2% to $81.32 after the financial services company reported a significant increase in new assets received during January 2025.
In January, new and existing clients brought in core net new assets worth $30.6 billion, or a 75% increase from a year ago.
Total client assets equaled $10.33 trillion, up 21% from January 2024 and up 2% compared to December 2024.
New brokerage accounts opened during the month totaled 433,000, an increase of 18% versus January 2024.
January daily average trades increased by 7% month-over-month to 7.37 million, driven by sustained market engagement. -
Fannie Mae gained 0.4% to $7.09 after the mortgage loan provider reported a slight increase in full-year 2024 revenue, while net income dropped.
Revenue increased to $29.07 billion from $29.05 billion, and net income declined to $16.98 billion from $17.41 billion a year ago.
The single-family segment reported net income of $14.4 billion, a decrease of $425 million compared to 2023, but single-family acquisition volume advanced 3% for the year.
The multifamily segment reported net income of $2.5 billion, consistent with year 2023, and the company acquired approximately $55 billion in multifamily loans last year, up 4% from 2023.
Fannie Mae expects slower home price growth in 2025, compared to the rate of the household income increase, helping to gradually improve affordability for homebuyers. -
Honda Motor Co. dropped 2.3% to $28.04 after the Japanese car manufacturer reported lower profit for the nine months to December 31.
Revenue increased to ¥16.33 trillion from ¥14.99 trillion, profit dropped to ¥805.26 billion from ¥869.61 billion, and earnings per diluted share fell to ¥169.69 from ¥176.78 a year ago.
The motorcycle business generated sales revenue of ¥2.71 trillion, higher than ¥2.36 trillion for the same period in 2023.
Dividends received were ¥114.69 billion, compared to ¥143.94 billion a year ago.
The company raised its full-year guidance and still expects to pay an annual total dividend of ¥68 per share. -
Baidu Inc. dropped 2.1% to $95.45 after the Chinese search engine operator reported lower sales in the fourth quarter ending in December, despite a 26% growth in cloud revenue.
Revenue declined to RMB 19.34 billion from RMB 20.80 billion, net income increased to RMB 5.19 billion from RMB 2.60 billion, and earnings per diluted share rose to RMB 1.78 from 85 cents a year ago.
The company returned $356 million to shareholders in the quarter, bringing total repurchases to over $1 billion in 2024.
The company’s core business struggled, with online marketing revenue declining 7% from the same quarter last year, despite diversification efforts.
External ERNIE API calls marked a 178% increase, signaling a growing enterprise adoption. -
Airbnb Inc. jumped 14% to $161.01, and the online vacation rental company reported sharply higher revenue and earnings in the fourth quarter.
Revenue increased to $2.48 billion from $2.22 billion, net income swung to a profit of $461 million from a net loss of $349 million, and earnings per share rose to 73 cents from a loss of 55 cents a year ago.
The company repurchased $838 million of class A common stock in the quarter, and a total of $3.4 billion worth of shares during the full year 2024.
Full-year revenue jumped to $11.10 billion from $9.92 billion, net income dropped to $2.65 billion from $4.79 billion, and earnings per diluted share declined to $4.11 from $7.24 a year ago.
For the first quarter of 2025, the company estimated revenue between $2.23 billion and $2.27 billion, below some analysts’ expectations, and compared to $2.14 billion a year ago.
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Hyatt Hotels Corp. gained 0.4% to $148.0 despite the international hotels operator reporting losses in the fourth quarter ending in December.
Revenue dropped to $1.60 billion from $1.66 billion, net income swung to a loss of $56 million from a profit of $26 million, and loss per diluted share was 58 cents, compared to a profit of 25 cents a year ago.
For fiscal 2025, the company estimated net income between $190 million and $240 million, compared to $1.30 billion a year ago, and net rooms growth between 6% and 7%, compared to 7.8% a year earlier. -
DexCom Inc. gained 0.9% to $84.89 after the provider of monitoring systems for diabetes management reported an 8% revenue growth in the fourth quarter ending in December.
Revenue increased to $1.11 billion from $1.03 billion, net income fell to $151.7 million from $256.3 million, and earnings per diluted share dropped to 38 cents from 62 cents a year ago.
For fiscal 2025, the company estimated revenue of $4.60 billion, up 14% from $4.03 billion a year ago. -
Palo Alto Networks Inc. dropped 5.1% to $191.59 after the cyber security company reported declining profit in the second quarter of 2025 ending in January.
Revenue jumped 14% to $2.26 billion from $1.97 billion, net income plunged to $267.3 million from $1.75 billion, and earnings per diluted share fell to 38 cents from $2.44 a year ago.
For the third quarter of 2025, the company estimated revenue between $2.26 billion and $2.29 billion, up 14%-15% from $2.0 billion a year ago, and non-GAAP earnings per diluted share between 76 cents and 77 cents, compared to $1.32 a year ago.
For fiscal 2025, the company expects revenue between $9.14 billion and $9.19 billion, up 14% from $8.03 billion a year ago, and non-GAAP earnings per diluted share between $3.18 and $3.24, compared to $5.67 a year earlier. -
Moody's Corp. surged 4.4% to $527.48 after the financial services and credit ratings company reported strong revenue and earnings growth in the fourth quarter ending in December.
Revenue increased to $1.67 billion from $1.48 billion, net income jumped to $395 million from $340 million, and earnings per diluted share rose to $2.17 from $1.85 a year ago.
For fiscal 2025, the company estimated earnings per diluted share between $12.75 and $13.25, compared to $11.26 a year ago. -
Applied Materials Inc. dropped 5% to $175 after the software applications provider reported a 7% revenue growth in the first quarter ended January 26, but profit declined.
Revenue jumped 7% to $7.17 billion from $6.71 billion, net income declined 41% to $1.18 billion from $2.02 billion, and earnings per diluted share dropped 40% to $.145 from $2.41 a year ago.
For the second quarter, the company estimated revenue of $7.10 billion, compared to $6.65 billion a year ago, and non-GAAP diluted earnings per share of $2.30, compared to $2.09 a year earlier.
Non-GAAP gross margin is estimated at 48.4% in the second quarter, compared to 47.5% in the same quarter last year. -
HubSpot Inc. surged 5.7% to $830.57 after the software company reported a 20% sales increase in the fourth quarter ending in December.
Revenue increased to $703.17 million from $581.91 million, net income swung to a profit of $4.93 million from a loss of $12.41 million, and earnings per diluted share rose to 9 cents from a loss of 25 cents a year ago.
For the first quarter of 2025, the company estimated revenue between $697.0 million and $699.0 million, up 13% from the same period in 2024, and non-GAAP earnings per share between $1.74 and $1.76, compared to diluted $1.68 a year ago.
Non-GAAP operating income is expected to be between $98.0 million and $99.0 million, representing a 14% operating profit margin.
For fiscal year 2025, revenue is guided between $2.98 billion and $2.99 billion, up 14% year over year, and non-GAAP earnings per share between $9.11 and $9.19, compared to diluted $8.12 a year ago.
Non-GAAP operating income is expected to be between $543.0 million and $547.0 million, representing an 18% operating profit margin. -
MGM Resorts International gained 9.2% to $37.53 after the hospitality, sports, and entertainment company said revenue declined in the fourth quarter ending in December, despite the company’s strong annual performance in China.
Consolidated revenue decreased 1% to $4.3 billion, net income dropped to $157 million from $313 million, and earnings per diluted share fell to 52 cents from 92 cents a year ago.
While revenue in the Las Vegas Strip resorts declined in 2024, MGM China performed better, with an adjusted EBITDA rising to $1.09 billion from $866.89 million a year earlier.
The company repurchased over 33 million shares in 2024, reducing shares outstanding by more than 40% since 2021.
During the fourth quarter, MGM repurchased approximately 3 million shares for $121 million, and the remaining availability under the November 2023 repurchase plan was $826 million as of December 31, 2024. -
Deere & Company dropped 4.7% to $454 after the agricultural machinery manufacturer reported lower-than-expected earnings in the first quarter of 2025 ending on January 26.
Revenue declined 30% to $8.51 billion from $12.18 billion, net income plunged 50% to $869 million from $1.75 billion, and earnings per diluted share dropped to $3.19 from $6.23 a year ago.
For fiscal 2025, the company estimated net income between $5.0 billion to $5.5 billion, compared to $7.1 billion a year ago. -
Cisco Systems Inc. gained 6.5% to $66.62 after the networking company reported a 9% revenue increase in the second quarter of fiscal 2025 ending in January.
Revenue jumped to $14 billion from $12.8 billion, net income dropped 8% to $2.42 billion from $2.63 billion, and earnings per diluted share fell 6% to 61 cents from 65 cents a year ago.
The company proposed to pay a quarterly dividend of 41 cents per share on April 23 to stockholders on record as of April 3.
In addition, Cisco approved a $15 billion increase to the authorization of its stock repurchase program, with a total remaining amount of $17 billion.
During the second quarter, the company acquired Deeper Insights AI Ltd., a privately held AI services company.
Looking into the fiscal third quarter, Cisco estimated revenue between $13.9 billion and $14.1 billion, compared to $12.7 billion a year ago, and GAAP earnings per share between 57 cents and 61 cents, compared to 46 cents a year earlier.
For the full year 2025, the company guided revenue between $56.0 billion and $56.5 billion, compared to $53.8 billion a year ago, and GAAP earnings per share between $2.40 and $2.52, compared to $2.54 a year earlier.
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