• Apr 24, 2025

Why ServiceNow (NOW) Stock Is Trading Up Today

Shares of enterprise workflow software maker ServiceNow (NYSE:NOW) jumped 15.2% in the afternoon session after the company reported strong first-quarter 2025 results, with cRPO (current remaining performance obligations) and RPO (remaining performance obligations) both beating. Although reported revenue roughly met expectations, profitability outperformed, leading to beats for adjusted operating income and adjusted EPS. Revenue from the US public sector grew net-new ACV (annual contract value) o

• Apr 24, 2025

Why FARO (FARO) Stock Is Up Today

Shares of 3D measurement and imaging company FARO (NASDAQ:FARO) jumped 17.4% in the morning session after the company reported strong first-quarter 2025 results, which exceeded analysts' expectations across revenue, EPS, and EBITDA and included next quarter's EPS guidance that came in well above consensus. What stood out was the near doubling of adjusted EBITDA and a fourfold increase in adjusted EPS, signaling a meaningful improvement in cost efficiency and product profitability. Zooming out, t

• Apr 24, 2025

Lam Research (LRCX) Stock Trades Up, Here Is Why

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 7.2% in the afternoon session after the company reported strong first-quarter 2025 results, with adjusted operating income that topped analysts' expectations and next quarter's revenue guidance coming in well ahead of Wall Street forecasts, a signal that demand was holding up despite a murky global backdrop. Zooming out, we think this was a solid quarter.

• Apr 24, 2025

United Rentals (URI) Stock Trades Up, Here Is Why

Shares of equipment rental company United Rentals (NYSE:URI) jumped 10.3% in the afternoon session after the company reported strong first-quarter 2025 results which beat analysts' expectations across revenue, EPS, and EBITDA, pointing to resilient equipment demand and disciplined execution despite margin pressures. Sales rose close to 7%, but higher costs and a shift in business mix led to a dip in profit margins. Still, they managed to grow EBITDA and cash flow thanks to tight cost control and

• Apr 24, 2025

Why Tractor Supply (TSCO) Stock Is Nosediving

Shares of rural goods retailer Tractor Supply (NASDAQ:TSCO) fell 5.9% in the morning session after he company reported weak first-quarter 2025 results, as both its full-year revenue and EPS guidance fell short of analysts' expectations. Comparable store sales declined 0.9%, with transaction volume rising 2.1% but average ticket size falling 2.9%, pointing to cautious consumer spending and pressure on higher-priced discretionary items. Management cited tariff uncertainty as a key factor in loweri

• Apr 24, 2025

Why Procter & Gamble (PG) Stock Is Trading Lower Today

Shares of consumer products behemoth Proctor & Gamble (NYSE:PG) fell 5.4% in the morning session after the company reported mixed first quarter 2025 (fiscal Q3) results which included a significant beat on EBITDA but missed on revenue and came with lowered full-year EPS guidance. Sales dropped 2%, as people bought less in key lines like diapers and laundry. Higher prices kept organic sales just barely in the green at 1%. Zooming out, we think this was a mixed quarter. The areas below expectation

• Apr 24, 2025

Why Is Hasbro (HAS) Stock Rocketing Higher Today

Shares of toy and entertainment company Hasbro (NASDAQ:HAS) jumped 16.1% in the afternoon session after the company reported strong first quarter 2025 results which significantly exceeded analysts' expectations across revenue, EPS, and EBITDA. The real spark came from digital games. Zooming out, we think this quarter featured some important positives.

• Apr 24, 2025

Why CBIZ (CBZ) Stock Is Trading Lower Today

Shares of financial services provider CBIZ (NYSE:CBZ) fell 13.1% in the afternoon session after the company reported mixed first-quarter 2025 results, which included an EPS beat, but revenue missed significantly, and full-year revenue guidance fell short. Management lowered its full-year revenue guidance, citing uncertainty around client demand for project-based services and a larger mix of episodic revenue later in the year. Overall, this quarter could have been better.

• Apr 24, 2025

Why Apogee (APOG) Stock Is Falling Today

Shares of architectural products company Apogee (NASDAQ:APOG) fell 10.7% in the morning session after the company reported mixed first-quarter 2025 results: Looking ahead, the full-year earnings forecast wasn't great. The company guided well below the previous year, blaming tariffs. On the other hand, Apogee blew past analysts' EBITDA expectations, and its revenue outperformed Wall Street's estimates by a wide margin. Overall, we think this was a decent quarter with some key metrics above expect

• Apr 24, 2025

Why LKQ (LKQ) Stock Is Nosediving

Shares of automotive parts company LKQ (NASDAQ:LKQ) fell 11.9% in the afternoon session after the company reported disappointing first quarter 2025 results which included a significant miss on full-year EBITDA guidance and revenue that fell short of expectations. Total revenue declined 6.5% year on year, with each business segment posting declines between 5% and 7%, driven by softer demand and limited pricing power. Even self-service, typically more stable, contracted nearly 6%. Overall, this wa