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Stocks making big moves yesterday: Datadog, Shopify, Upwork, Under Armour, and Amentum
Check out the companies making headlines yesterday:
LSCC Q4 Deep Dive: Data Center AI Drives Growth, Physical AI Gains Momentum
Semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 24.2% year on year to $145.8 million. On top of that, next quarter’s revenue guidance ($165 million at the midpoint) was surprisingly good and 11.6% above what analysts were expecting. Its non-GAAP profit of $0.32 per share was in line with analysts’ consensus estimates.
ZG Q4 Deep Dive: Rentals Surge Amid Strategic Product Integration, Legal Costs Pressure Margins
Online real estate marketplace Zillow (NASDAQ:ZG) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 18.1% year on year to $654 million. Its non-GAAP profit of $0.39 per share was in line with analysts’ consensus estimates.
F Q4 Deep Dive: Cost Discipline, Product Mix, and EV Shifts Define Results
Automotive manufacturer Ford (NYSE:F) announced better-than-expected revenue in Q4 CY2025, but sales fell by 4.8% year on year to $45.89 billion. Its non-GAAP profit of $0.13 per share was 32.9% below analysts’ consensus estimates.
BL Q4 Deep Dive: Platform Model, Enterprise Focus, and AI Transition Drive Results
Financial automation software company BlackLine (NASDAQ:BL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.1% year on year to $183.2 million. The company expects next quarter’s revenue to be around $181 million, close to analysts’ estimates. Its non-GAAP profit of $0.63 per share was 7.2% above analysts’ consensus estimates.
FRSH Q4 Deep Dive: AI Adoption and Enterprise Momentum Offset Cautious Profit Outlook
Business software provider Freshworks (NASDAQ:FRSH) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 14.5% year on year to $222.7 million. Guidance for next quarter’s revenue was better than expected at $223.5 million at the midpoint, 1.3% above analysts’ estimates. Its non-GAAP profit of $0.14 per share was 23.8% above analysts’ consensus estimates.
NMIH Q4 Deep Dive: Portfolio Growth, Expense Discipline, and Reinsurance Expansion Define 2025 Close
Mortgage insurance provider NMI Holdings (NASDAQ:NMIH) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.5% year on year to $180.7 million. Its non-GAAP profit of $1.20 per share was in line with analysts’ consensus estimates.
NET Q4 Deep Dive: AI Adoption and Enterprise Sales Drive Cloudflare’s Momentum
Cloud security and performance company Cloudflare (NYSE:NET) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 33.6% year on year to $614.5 million. Guidance for next quarter’s revenue was better than expected at $620.5 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $0.28 per share was in line with analysts’ consensus estimates.
MAT Q4 Deep Dive: Strategic Investments and Digital Expansion Weigh on Near-Term Margins
Toy manufacturing and entertainment company (NASDAQ:MAT) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 7.3% year on year to $1.77 billion. Its non-GAAP profit of $0.39 per share was 28.8% below analysts’ consensus estimates.
LYFT Q4 Deep Dive: Slower Revenue Growth and Margin Pressures Temper Rider Expansion
Ride sharing service Lyft (NASDAQ: LYFT) fell short of the market’s revenue expectations in Q4 CY2025 as sales rose 2.7% year on year to $1.59 billion. Its non-GAAP profit of $0.37 per share was 16% above analysts’ consensus estimates.