Latest Stories

N
Why It Moves

Why Cloudflare (NET) Stock Is Up Today

Shares of internet security and content delivery network Cloudflare (NYSE:NET) jumped 20.1% in the afternoon session after the company reported impressive fourth-quarter results, which exceeded analysts' billings expectations. Revenue also beat, with 28% year-on-year growth accelerating from 27% last quarter, something that the market tends to reward. The top line benefited from strong wins in the enterprise segment as the number of large customers kept pace with the sales growth while the large customer count (1m+ customers) grew even faster at 47% y/y. This raised the total enterprise revenue mix to 69%, up from 66% in the same period last year. 

Feb 07, 2025
D
Why It Moves

Why Doximity (DOCS) Stock Is Up Today

Shares of healthcare professional network Doximity (NYSE:DOCS) jumped 37.6% in the afternoon session after the company reported strong fourth-quarter results, and handily beat on the revenue, EBITDA, and EPS lines. Top line growth accelerated by 24% year on year, as the quarter benefited from strong platform engagement with over 610,000 providers using its clinical workflow tools and a 60% sequential growth in AI tool usage​. Doximity also provided optimistic EBITDA guidance for the next quarter, which blew past analysts' expectations. Zooming out, we think this was a very good quarter with some key areas of upside.

Feb 07, 2025
M
Why It Moves

Monolithic Power Systems (MPWR) Shares Skyrocket, What You Need To Know

Shares of power management chips maker Monolithic Power Systems (NASDAQ:MPWR) jumped 16.3% in the afternoon session after the company reported strong fourth-quarter results and provided revenue guidance for the next quarter that exceeded analysts' expectations. Growth was led by a 51.2% surge in Enterprise Data sales and a 43% increase in Automotive revenue, reflecting strong demand for AI-related power management and advanced driver assistance systems​. The bottom line also improved as its EPS outperformed Wall Street's estimates. Overall, we think this was a solid quarter with some key areas of upside.

Feb 07, 2025
P
Screener

3 Software Stocks to Own for Decades

Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 42% gain over the past six months, beating the S&P 500 by 25.6 percentage points.

Feb 07, 2025
M
Screener

1 Semiconductor Stock Primed for Growth and 2 to Ghost

Semiconductors are the silicon backbone of the digital revolution. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand. Some investors seem to be debating where we are in the cycle as the industry’s six-month return of 5.8% has fallen short of the S&P 500’s 16.1% rise.

Feb 07, 2025
T
Screener

1 Industrials Stock to Buy Right Now and 2 to Ghost

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 12.6% return lagged the S&P 500 by 3.4 percentage points.

Feb 07, 2025
B
Earnings

Byrna’s (NASDAQ:BYRN) Q4 Earnings Results: Revenue In Line With Expectations, Stock Soars

Non-lethal weapons company Byrna (NASDAQ:BYRN) met Wall Street’s revenue expectations in Q4 CY2024, with sales up 78.9% year on year to $27.98 million. Its GAAP profit of $0.41 per share was significantly above analysts’ consensus estimates.

Feb 07, 2025
F
Earnings

Fortive (NYSE:FTV) Reports Sales Below Analyst Estimates In Q4 Earnings

Industrial technology company Fortive (NYSE:FTV) missed Wall Street’s revenue expectations in Q4 CY2024 as sales rose 2.3% year on year to $1.62 billion. Next quarter’s revenue guidance of $1.50 billion underwhelmed, coming in 3.7% below analysts’ estimates. Its non-GAAP profit of $1.17 per share was 4.4% above analysts’ consensus estimates.

Feb 07, 2025
R
Earnings

Construction Partners’s (NASDAQ:ROAD) Q4: Strong Sales, Stock Soars

Civil infrastructure company Construction Partners (NASDAQ:ROAD) reported revenue ahead of Wall Street’s expectations in Q4 CY2024, with sales up 41.6% year on year to $561.6 million. The company’s full-year revenue guidance of $2.7 billion at the midpoint came in 5.9% above analysts’ estimates. Its non-GAAP profit of $0.25 per share was 68.5% above analysts’ consensus estimates.

Feb 07, 2025
F
Earnings

Flowers Foods (NYSE:FLO) Reports Sales Below Analyst Estimates In Q4 Earnings

Packaged bakery food company Flower Foods (NYSE:FLO) missed Wall Street’s revenue expectations in Q4 CY2024, with sales falling 1.6% year on year to $1.11 billion. On the other hand, the company’s full-year revenue guidance of $5.45 billion at the midpoint came in 4.3% above analysts’ estimates. Its non-GAAP profit of $0.22 per share was 5.7% above analysts’ consensus estimates.

Feb 07, 2025