Neighborhood social network Nextdoor (NYSE:KIND) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 2.8% year on year to $65.09 million.
Mobile game developer Skillz (NYSE:SKLZ) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 8.2% year on year to $27.37 million. Its GAAP loss of $0.58 per share was 56.7% above analysts’ consensus estimates.
Cloud storage and e-signature company Dropbox (Nasdaq: DBX) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.4% year on year to $625.7 million. Its non-GAAP profit of $0.71 per share was 12.3% above analysts’ consensus estimates.
Shares of application performance monitoring software provider Dynatrace (NYSE:DT)
fell 6.8% in the afternoon session after BMO Capital trimmed its price target on the stock, citing new customer additions that were slightly below expectations. The analyst action overshadowed the company's otherwise strong first-quarter fiscal 2026 earnings report from the previous day, where Dynatrace exceeded its own guidance. The company posted robust subscription revenue growth and achieved impressive free cash flow margins. However, BMO Capital focused on the weaker new customer numbers, a key metric for future growth. The firm lowered its price target to $62 from $63, though it maintained its Outperform rating on the shares.
Shares of social media management software company Sprout (NASDAQ:SPT)
fell 8% in the afternoon session after analyst firm Oppenheimer slashed its price target on the stock, fueling investor concerns despite a positive earnings report. The firm cut its price target to $23 from $32. This negative sentiment from Wall Street appeared to overshadow the company's strong second-quarter performance, where both earnings and revenue topped analyst forecasts. Sprout Social also lifted its full-year revenue guidance. However, another firm, Cantor Fitzgerald, maintained its cautious "Neutral" rating, citing the need to see a reacceleration in revenue growth before becoming more positive. The analyst actions suggested that the market focused more on future growth prospects than on the recent earnings beat.
Shares of biopharma company Jazz Pharmaceuticals (NASDAQ:JAZZ)
jumped 4.8% in the afternoon session after the company received accelerated approval from the U.S. Food and Drug Administration (FDA) for Modeyso, its new treatment for a rare brain tumor.
Global car rental company Hertz (NASDAQ:HTZ) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 7.1% year on year to $2.19 billion. Its non-GAAP loss of $0.34 per share was 17.4% above analysts’ consensus estimates.
Online new and used car marketplace Cars.com (NYSE:CARS) met Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $178.7 million. Its non-GAAP profit of $0.41 per share was in line with analysts’ consensus estimates.
Fast-food company Restaurant Brands (NYSE:QSR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 15.9% year on year to $2.41 billion. Its non-GAAP profit of $0.94 per share was 2.8% below analysts’ consensus estimates.
Amid labor market concerns and potential rate cuts, investors are turning to stable sectors like consumer staples, utilities, and real estate. ETFs like XLP, XLU, and VNQ are gaining interest.
On-demand food delivery service DoorDash (NYSE:DASH) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 24.9% year on year to $3.28 billion. Its GAAP profit of $0.65 per share was 49.5% above analysts’ consensus estimates.
Shares of online insurance comparison site EverQuote (NASDAQ:EVER) jumped 4.8% in the afternoon session after analysts at Needham & Company reiterated a "buy" rating on the stock following the company's second-quarter earnings report. The investment firm gave the stock a $38.00 price target. This vote of confidence came after EverQuote reported strong second-quarter results that included record net income. The company also surpassed earnings per share estimates. In a further sign of strength, the board of directors authorized a $50 million share repurchase program.
Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) fell 9.7% in the afternoon session after the company reported second-quarter results that missed analyst expectations and lowered its full-year production forecast. The company posted revenue of $259.4 million, which fell roughly in line with analyst estimates. Lucid also cut its 2025 production outlook to a range of 18,000 to 20,000 vehicles, down from a previous target of 20,000. The report revealed a negative gross margin, a figure that included a $54 million hit from tariffs and signaled significant cost pressures.
Shares of dating app company Match (NASDAQ:MTCH)
jumped 10.1% in the afternoon session after the company reported second-quarter results that indicated early signs of a successful turnaround for its key Tinder dating app. The company’s revenue of $864 million remained flat compared to the previous year but surpassed guidance. More impressively, earnings per share crushed analyst expectations. The positive results stemmed from initial improvements in Tinder's user metrics and continued strong operational momentum at the Hinge app. Following the report, Wall Street sentiment improved. JPMorgan lifted its price target to $33, and Goldman Sachs boosted its target to $42. Both firms pointed to the promising product initiatives designed to enhance the Tinder app as a key reason for their optimism.
Shares of dialysis provider DaVita Inc. (NYSE:DVA)
fell 8.5% in the afternoon session after the company reported a decline in patient treatment volumes and lowered its full-year forecast for the key metric following its second-quarter earnings release. Although the kidney care provider posted second-quarter earnings that beat analyst estimates, investors focused on operational challenges. The company revealed U.S. patient treatment volumes dropped 1.1% year-over-year, a figure below its own projections. This weakness prompted management to lower its full-year forecast for treatment volume. Adding to the concerns, a recent cybersecurity incident cost the company $13 million and negatively affected revenue per treatment. In response to the report, Deutsche Bank also lowered its price target on the stock to $137 from $165, which further fueled the decline.
Shares of online education Stride (NYSE:LRN)
jumped 16.7% in the afternoon session after the company reported robust fourth-quarter and full-year 2025 financial results that significantly surpassed analyst expectations. For its fourth quarter, revenue climbed 22% to $653.6 million, beating forecasts, while adjusted earnings per share of $2.29 soared past the $1.76 analysts predicted. The strong quarter concluded a record fiscal year, with total revenue growing 18% to $2.4 billion. This growth stemmed from a sharp increase in enrollments, particularly in its Career Learning segment, which saw revenue jump 34.6%. Following the impressive report, Morgan Stanley raised its price target on the stock.
