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Recent Articles
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Booking Holdings' Free Cash Remains Robust
May 6, 2025
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Image Source: Booking Holdings.
Looking to the second quarter of 2025, Booking Holdings expects revenue growth of 10%-12% and adjusted EBITDA growth of 13%-16%. For full year 2025, on a constant currency basis, management expects gross bookings growth in the mid to high-single digits, with revenue advancing by the mid to high-single digits, too. Adjusted EBITDA is targeted for high-single-digits to low-double-digits growth, while adjusted earnings per share is targeted in the low to mid-teens. We continue to like Booking Holdings as an idea in the Best Ideas Newsletter portfolio.
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Amazon Guides to Strong Second Quarter Revenue Growth
May 4, 2025
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Image: Amazon’s shares are trading near technical support levels.
Looking to the second quarter, Amazon expects sales to be between $159-$164 billion, or to grow 7%-11% compared with the second quarter of last year. The midpoint was above the consensus forecast of $161.1 billion. Operating income is targeted to be between $13-$17.5 billion in the second quarter, compared with $14.7 billion in the second quarter of 2024, with the midpoint of the range coming in below the consensus forecast. Though the operating income guide for the second quarter wasn’t great, we like the momentum behind AWS and Amazon’s strong balance sheet, which houses $41.2 billion in net cash.
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Apple’s Earnings Set March Quarter Record; Services Revenue Hits All-Time High
May 4, 2025
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Image: Apple’s shares remain resilient despite tariff pressures.
On May 1, Apple reported better than expected second quarter results for fiscal 2025 with both revenue and GAAP earnings per share coming in ahead of the consensus forecasts. The iPhone giant reported quarterly revenue of $95.4 billion, up 5% year-over-year, while quarterly diluted earnings per share came in at $1.65, up 8% year-over-year. The board raised its dividend 4% and authorized an additional buyback program to the tune of $100 billion.
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Dividend Increases/Decreases for the Week of May 2
May 2, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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