Shares of communications platform-as-a-service company Bandwidth (NASDAQ: BAND)
jumped 9.5% in the afternoon session after the company reported mixed first quarter 2025 results which beat analysts' revenue and earnings expectations and included a lift in full-year revenue guidance. Sales grew 2% over the same time last year, thanks to demand for voice and messaging tools and big wins with hospitals and government groups.
Shares of optical retailer National Vision (NYSE:EYE)
jumped 12.5% in the afternoon session after the company reported strong first quarter 2025 results which included optimistic full-year EPS guidance that blew past analysts' expectations and EBITDA that outperformed Wall Street's estimates. Sales were up and about 6% higher than last year, with stores seeing more traffic and people spending more per visit. Zooming out, we think this quarter featured some important positives.
Shares of home services online marketplace ANGI (NASDAQ: ANGI)
jumped 29.5% in the afternoon session after the company reported impressive first quarter 2025 results which beat analysts' revenue, EPS, and EBITDA expectations. The real story for the quarter was the profit rebound, a turnaround from the prior year driven by cuts in acquisition and marketing costs.
On the other hand, its number of requests declined, and it pulled its full-year guidance. Still, we think this was a solid quarter with some key areas of upside.
Shares of lab services company Charles River Laboratories (NYSE:CRL)
jumped 17.3% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' organic revenue and EPS estimates, and featured a raise to full-year EPS guidance. Zooming out, we think this was a solid print.
Shares of health insurance company Clover Health (NASDAQ:CLOV) jumped 13.6% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' EPS expectations and included full-year EBITDA guidance above Wall Street estimates. On the other hand, while membership in their Medicare Advantage plans jumped 30%, pushing revenue up 33%, sales still came in just under what analysts expected. Overall, we think this was a decent quarter with some key metrics above expectations.
Shares of animal health company Elanco (NYSE:ELAN)
jumped 21.2% in the afternoon session after the company reported decent first quarter 2025 results which beat analysts' EPS expectations and included constant currency revenue outperformance. Organic sales were up 4%, thanks to strong demand in cattle health and good traction from new pet meds like Credelio Quattro. Even though sales were flat, operating margins improved, a sign they're managing prices and costs pretty well.
Shares of aerospace and defense company Cadre (NYSE:CDRE)
jumped 19.9% in the afternoon session after the company reported a "beat and raise" quarter. First quarter 2025 results beat analysts' revenue, EPS, and EBITDA expectations and included a lift in full-year revenue and EBITDA guidance. Sales were down 6%, mostly because of timing on some big defense orders, but they made up for it with demand in other areas and help from new acquisitions. Zooming out, we think this print featured some important positives.
The company also reaffirmed its full year outlook including total revenue of $11.2 billion to $11.3 billion, a medical loss ratio of 80.7% to 81.7%, and earnings from operations of $225 million to $275 million.
The American Petroleum Institute reported a strong demand for oil and gasoline. Crude oil supplies fell by 4.49 million barrels, far more than expected.
The S&P 500 advance decline line made a record high to end last weeks trading. An obvious bullish divergence as price remains almost 10% below its February highs.
