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Shares of semiconductor materials supplier Entegris (NASDAQ:ENTG) fell 8.6% in the afternoon session after the company reported weak first quarter 2025 results which lacked standout positives, with revenue falling short of estimates and next quarter's revenue guidance missing significantly. The real concern came from the company's second-quarter outlook, which called for up to a 5% revenue decline sequentially and EBITDA margin compression, weighed by tariffs and weak U.S. sales to China. Overall, this quarter could have been better.

Shares of personal care company Edgewell Personal Care (NYSE:EPC) fell 12.4% in the afternoon session after the company reported weak first quarter 2025 results which included a beat on EBITDA expectations, but organic revenue missed and full-year EBITDA guidance fell short of Wall Street estimates. North American sales dragged things down, especially in shaving, feminine care, and sun products. Sales were down just over 3%, and while gross margins improved a bit from cost cuts, that couldn't offset lower volumes. What's more, EPC lowered their full-year sales and EBITDA outlook. Overall, this was a softer quarter.

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 8.2% in the afternoon session after Apple's top services chief, Eddy Cue, said the company was testing AI search tools like Perplexity for Safari, hinting at a big change in how people search for information on Apple devices. This could hit Google hard, given that "search" is its bread and butter, and it pays (reportedly) Apple $20 billion annually to remain the default search engine on its devices. 

Shares of genetic testing company Myriad Genetics (NASDAQ:MYGN) fell 36% in the afternoon session after the company reported mixed first quarter 2025 results: it lowered its full-year revenue, EPS, and EBITDA guidance due to weaker trends in its pharmacogenomics and hereditary cancer testing (women's health) businesses. On the other hand, MYGN significantly beat analysts' EPS and EBITDA expectations. Overall, this was a softer quarter.

Shares of biotech company Sarepta Therapeutics (NASDAQ:SRPT) fell 20.5% in the afternoon session after the company reported weak first quarter 2025 results which featured drastically lowered full-year 2025 product revenue guidance and a major increase in operating expenses. 

Shares of natural food company Hain Celestial (NASDAQ:HAIN) fell 49% in the afternoon session after the company reported underwhelming first quarter 2025 results as it missed across revenue, EPS, and EBITDA, and its full-year EBITDA guidance fell short of Wall Street's estimates. Revenue was down 11%, and margins slipped a bit too, hurt by heavier discounting and slower demand. Overall, this quarter could have been better.

Shares of cybersecurity company CrowdStrike (NASDAQ:CRWD) fell 5.1% in the morning session after the company announced a 5% cut to its workforce as part of efforts to stay more efficient using AI, though it planned to continue filling strategic roles in the current year. As part of the plan, the company expects to incur restructuring expenses, which could negatively affect its earnings in the year, and it is not clear if it will immediately offset the costs using its new efficiency plans.

Shares of radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) fell 22.2% in the afternoon session after the company reported weak first quarter 2025 results which included a significant miss on full-year EPS guidance and EPS falling short of Wall Street's estimates. Sales were flat, with a slight drop in PYLARIFY mostly offset by small gains in other parts of the business. Operating profit also fell. The real issue was the cut to full-year earnings, now seen at $6.60 to $6.70 per share, well below the $7.00 to $7.20 range it gave before. Overall, this was a softer quarter.

Shares of beauty products company Coty (NYSE:COTY) fell 10% in the afternoon session after the company reported mixed first quarter 2025 results which significantly beat analysts' EBITDA expectations, but revenue and EPS missed (though organic revenue beat). Organic sales in the Prestige segment dipped 2.5%, reflecting softer fragrance demand and a tough comparison from blockbuster launches last year, while Consumer Beauty sales fell 5% organically due to continued weakness in color cosmetics. Zooming out, we think this was a decent quarter featuring some areas of strength but also some blemishes. The areas below expectations seem to be driving the move.

Shares of aI-powered lending platform Upstart (NASDAQ:UPST) fell 11.1% in the afternoon session after the company reported first quarter 2025 results which were overshadowed by concerns after announcing Fortress would purchase up to $1.2 billion of loans, raising questions about liquidity and lending capacity. This raised questions about balance sheet health (Upstart needs liquidity) and future lending capacity. The quarter itself was decent with sales, EBITDA and EPS topping estimates while full year guidance was slightly lifted.

Shares of uniform rental provider Vestis Corporation (NYSE:VSTS) fell 37.5% in the afternoon session after the company reported disappointing first-quarter 2025 results, which missed across the board and included guidance that fell well short of expectations. The big hit came from lost deals and weaker sales to current clients, along with the loss of a big national account. Revenue dropped 6%, and even after removing a one-time charge, profit still fell from last year. The company gave a weak outlook for next quarter and pulled its full-year forecast, pointing to shaky demand. There were no redeeming qualities here.

Shares of shoe and apparel company Steven Madden (NASDAQ:SHOO) jumped 16.7% in the afternoon session after the company reported decent first quarter 2025 results with EBITDA and EPS beating Wall Street's estimates, though sales missed by a whisker. 

Shares of online health insurance comparison site eHealth (NASDAQ:EHTH) jumped 23.6% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' revenue, EPS, and EBITDA expectations. In addition, full-year EBITDA guidance topped Wall Street's estimates. Medicare Advantage sign-ups rose by 25%, leading to a similar growth in the number of people approved for those plans. This gave the company a boost in total sales from last year. Zooming out, we think this was a good print with some key areas of upside.

Shares of global entertainment and media company Disney (NYSE:DIS) jumped 10.7% in the afternoon session after the company reported strong first quarter 2025 results which beat analysts' revenue and EPS expectations, included positive Disney+ net adds that exceeded estimates, and featured full-year adjusted EPS guidance that handily topped expectations. Sales rose 7%, with solid performance from its theme parks and movie content more than offsetting weaker results in sports. Zooming out, we think this was a very good print.

Shares of technology real estate company Opendoor (NASDAQ:OPEN) jumped 29.4% in the afternoon session after the company reported solid first quarter 2025 results which featured optimistic EBITDA guidance for next quarter that blew past analysts' expectations. In addition, sales, earnings, and EBITDA outperformed by a wide margin. Sales were down 2% from last year but up from the last quarter, as the company sold more homes and kept tighter control of its inventory. Margins got a small lift, and that helped the company beat earnings estimates, even though it still lost money overall. Zooming out, we think this quarter featured some important positives.

Shares of vehicle systems manufacturer Commercial Vehicle Group (NASDAQ:CVGI) jumped 21.3% in the afternoon session after the company reported mixed first quarter 2025 results which significantly beat analysts' revenue, EPS and EBITDA expectations. Though sales declined year-over-year, dragged by weaker volumes across all business segments, particularly in construction, agriculture, and North American truck markets. Despite the top-line drop, better working capital management helped CVG generate positive free cash flow and trim its net debt. 

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.