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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.

  • 18 Feb, 2025

 

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.

  • 18 Feb, 2025

 

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.

  • 18 Feb, 2025

 

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.

 

  • 14 Feb, 2025

 

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.

  • 14 Feb, 2025

 

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.

  • 14 Feb, 2025

 

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.

  • 14 Feb, 2025

 

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.

  • 14 Feb, 2025

 

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.

  • 14 Feb, 2025

 

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.

  • 13 Feb, 2025

 

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.

  • 13 Feb, 2025

 

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.

  • 13 Feb, 2025

 

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.

  • 13 Feb, 2025

 

Zillow Group Inc. dropped 6.3% to $80.90 despite the tech real estate marketplace company reporting better-than-expected results in the fourth quarter ending in December.

Revenue increased 17% to $554 million from $474 million, net loss shrank to $52 million from a loss of $73 million, and loss per diluted share shrank to 22 cents from 32 cents a year ago.

Fourth-quarter adjusted EBITDA was $112 million, or 20% of revenue, driven primarily by higher-than-expected residential sales and steady rental revenue.

For the first quarter of 2025, the company estimated revenue between $575 million and $590 million, compared to $529 million in the same quarter last year.

  • 12 Feb, 2025

 

Marriott International Inc. gained 0.04% to $288.12 after the worldwide hotel operator reported revenue growth in the fourth quarter ending in December, but profit declined.

Revenue increased 5% to $6.43 billion from $6.09 billion, net income dropped 46% to $455 million from $848 million, and earnings per diluted share fell 43% to $1.63 from $2.87 a year ago.

Growth in the U.S. and Canada was 4.1%, and international markets expanded by 7.2% from a year ago.

At the end of the year, Marriott's worldwide development pipeline totaled nearly 3,800 properties and over 577,000 rooms.

The company returned over $4.4 billion to shareholders through dividends and share repurchases in 2024.

For the first quarter of 2025, Marriott estimated adjusted earnings per diluted share between $2.20 and $2.26, compared to $1.93 in the same quarter last year.

  • 12 Feb, 2025