Analyst Joshua Reilly maintains Buy rating on Twilio (TWLO) with $125 price forecast. Feedback from conference highlights increasing usage and partnerships, with positive outlook on valuation and cross-selling momentum.
Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 9.3% in the afternoon session after the company clarified that the SEC's inquiry was related to a discontinued user-metric last reported more than two and a half years ago.
The collaboration seeks to advance healthcare services by integrating technology, real-world data, and clinical knowledge into a secure and adaptable digital platform.
Shares of healthcare professional network Doximity (NYSE:DOCS)
fell 11.7% in the afternoon session after the company reported weak first quarter 2025 results: its revenue guidance for next year fell short of Wall Street's estimates and suggested a significant slowdown in demand. Notably, top-line growth decelerated significantly, up 17% (versus 25% growth in the previous quarter).
Shares of identification solutions manufacturer Brady (NYSE:BRC) fell 5.4% in the afternoon session after the company reported disappointing first quarter results: Its revenue slightly missed and its full-year EPS guidance fell slightly short of Wall Street's estimates. Management also noted that the tariff situation was likely to create uncertainty, suggesting it could be a significant headwind for the business. Overall, this was a weaker quarter.
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT)
fell 6% in the afternoon session after the company reported disappointing first 2025 quarter results: its revenue was in line and its inventory levels slightly increased. On the other hand, Applied Materials beat analysts' EPS and adjusted operating income estimates this quarter.
Zooming out, we think this was a mixed quarter. The market seemed to be hoping for more.
Archer Aviation shares have climbed this week following several positive company developments. These include its LA28 Olympics air taxi deal and strong first-quarter financial results.
The former Fed Chair explained that the central bank’s announcements of its monetary policy decisions are accompanied by relatively little economic context or explanation other than what emerges from the chair’s comments and the press conference.
Analyst maintained Buy rating, lowered price target for Alibaba. Q4 revenue missed estimates due to divestitures, but strong growth in core commerce and Cloud.
TTWO shares down on mixed Q4 results in exciting earnings season. Analysts maintain Outperform ratings and raise price targets for strong bookings and releases.
