Building systems company Limbach (NASDAQ:LMB) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.9% year on year to $133.1 million. The company’s full-year revenue guidance of $620 million at the midpoint came in 1.4% above analysts’ estimates. Its non-GAAP profit of $1.12 per share was significantly above analysts’ consensus estimates.
Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $372.8 million. The company’s full-year revenue guidance of $1.57 billion at the midpoint came in 1.8% below analysts’ estimates. Its non-GAAP profit of $1.53 per share was 7.5% below analysts’ consensus estimates.
Shares of restaurant software platform Toast (NYSE:TOST)
jumped 12.2% in the afternoon session after the company reported strong first quarter 2025 results and provided optimistic EBITDA guidance for next quarter, which blew past analysts' expectations. In addition, its EBITDA outperformed Wall Street's estimates by a wide margin.
Shares of energy drink company Monster Beverage (NASDAQ:MNST)
fell 5.2% in the pre-market session after the company reported disappointing first quarter 2025 results: while gross margin beat expectations, revenue missed significantly. Revenue dropped over 2%, weighed down by fewer orders from distributors, currency hits overseas, and a sharp fall in alcohol-related sales.
Management did point to stronger sales in April and solid retail numbers for energy drinks overall, which could mean things are turning around.
Overall, this quarter could have been better.
Shares of software development tools maker JFrog (NASDAQ:FROG)
jumped 10.2% in the afternoon session after the company reported a "beat and raise quarter." First quarter 2025 results included convincing beats on revenue and operating income. Sales rose 22%, led by cloud revenue, which grew 42%. Big clients continued to spend more, with $1 million+ customers up 35% from last year. In addition, full-year sales, adjusted operating income, and EPS guidance topped analysts' expectations and were slightly lifted from the previous outlook.
Overall, this was an impressive quarter.
Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP)
jumped 11.8% in the afternoon session after the company reported strong first quarter 2025 results with revenue guidance for next quarter topping analysts' expectations. In addition, EPS outperformed Wall Street's estimates.
Shares of healthcare staffing company AMN Healthcare Services (NYSE:AMN)
jumped 5.4% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' revenue, EPS, and EBITDA expectations. Zooming out, we think this quarter featured some important positives.
Video software platform Vimeo (NASDAQ:VMEO) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.8% year on year to $103 million. Its GAAP loss of $0.02 per share was in line with analysts’ consensus estimates.
Construction management software maker Procore (NYSE:PCOR) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 15.3% year on year to $310.6 million. The company expects next quarter’s revenue to be around $311 million, close to analysts’ estimates. Its non-GAAP profit of $0.23 per share was 25% above analysts’ consensus estimates.
Shares of social commerce platform Pinterest (NYSE: PINS)
jumped 5.2% in the afternoon session after the company reported strong first quarter 2025 results which beat analysts' revenue and EBITDA expectations. Sales rose 16% as more people used Pinterest to shop and more brands bought ads to reach them.
Shares of e-commerce florist and gift retailer 1-800-FLOWERS (NASDAQ:FLWS) fell 16.3% in the afternoon session after the company reported poor first quarter 2025 results which fell short of Wall Street's estimates across revenue, EPS, and EBITDA. Revenue dropped over 12% compared to the previous year, weighed down by a steep decline in the Gourmet Foods and Gift Baskets segment, where sales fell more than 18%. This slump, along with persistent order system issues and a promotional sales push, dragged down performance across categories. Management also withdrew near-term guidance, citing an unpredictable macro environment. Overall, this was a weaker quarter.
Shares of local business platform Yelp (NYSE:YELP)
jumped 10% in the afternoon session after the company reported strong first quarter 2025 results that blew past analysts' EBITDA and sales estimates. What's more impressive is that Yelp kept costs in check, letting more of those dollars fall to the bottom line as profits rose faster than sales. Overall, this print had some key positives.
Commercial vehicle retailer Rush Enterprises (NASDAQ:RUSH.A) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 1.1% year on year to $1.85 billion. Its non-GAAP profit of $0.73 per share was 1.4% above analysts’ consensus estimates.
Safety and specialty services provider APi (NYSE:APG) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.4% year on year to $1.72 billion. The company’s full-year revenue guidance of $7.5 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $0.37 per share was 2.9% above analysts’ consensus estimates.
Shares of online travel agency Expedia (NASDAQ:EXPE)
fell 7.7% in the afternoon session after the company reported disappointing first quarter 2025 results: while EPS and EBITDA significantly beat analysts' expectations, room nights booked slightly missed, causing revenue to also fall short of estimates. Revenue rose just 3% from a year ago, lagging growth in gross bookings.
Overall, this quarter could have been better.
Shares of insulin delivery company Insulet Corporation (NASDAQ:PODD) jumped 20.7% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' constant currency revenue, EPS, and EBITDA expectations. Its quarterly revenue guidance also outperformed Wall Street's estimates.
Shares of advertising software maker The Trade Desk (NASDAQ:TTD)
jumped 17.4% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' revenue and EBITDA estimates. Sales rose by 25% as more buyers adopted its open-internet tools like Kokai and identity tech such as UID2, now being used by major publishers across the globe. Looking ahead, Q2 guidance for revenue was roughly in line while EBITDA guidance beat. Zooming out, this was a strong quarter, especially considering the weak print last quarter that had investors worried.
Shares of sensor manufacturer Sensata Technology (NYSE:ST)
jumped 15.8% in the afternoon session after the company reported impressive first quarter 2025 results which blew past analysts' EPS and adjusted operating income estimates.
Shares of ride sharing service Lyft (NASDAQ: LYFT)
jumped 27.4% in the afternoon session after the company reported strong first quarter 2025 results which significantly beat analysts' EPS and EBITDA expectations. Rides climbed 16% and the number of riders grew 11%, both setting new highs.
Shares of internet security and content delivery network Cloudflare (NYSE:NET)
jumped 6.8% in the afternoon session after the company reported impressive first quarter 2025 results with key top line metrics including sales and billings exceeding Wall Street's expectations.
Shares of skincare company BeautyHealth (NASDAQ:SKIN)
jumped 42.7% in the afternoon session after the company reported strong first quarter 2025 results which included significant beats on sales, gross margin and EBITDA. BeautyHealth planned to manage some of its tariff risk by moving its production to the U.S. and changing how it sells in China, which could help over time. Overall, we think this was still a decent quarter with some key metrics above expectations.
Cryptocurrency markets are heading into the weekend with bullish momentum, supported by rising institutional inflows, favorable regulatory signals and surging ETF demand.
