A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Database software company MongoDB (MDB) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 21.9% year on year to $549 million. The company expects next quarter’s revenue to be around $550.5 million, close to analysts’ estimates. Its non-GAAP loss of $0.46 per share was significantly below analysts’ consensus estimates.
Speciality vehicle provider REV (NYSE:REVG) announced better-than-expected revenue in Q1 CY2025, with sales up 2% year on year to $629.1 million. The company’s full-year revenue guidance of $2.4 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $0.70 per share was 22.8% above analysts’ consensus estimates.
Insurance industry-focused software maker Guidewire (NYSE:GWRE) announced better-than-expected revenue in Q1 CY2025, with sales up 22% year on year to $293.5 million. Guidance for next quarter’s revenue was better than expected at $336 million at the midpoint, 1.1% above analysts’ estimates. Its non-GAAP profit of $0.88 per share was 88.1% above analysts’ consensus estimates.
Shares of discount retailer Dollar General (NYSE:DG)
jumped 13% in the morning session after the company reported impressive first-quarter 2025 results, which blew past analysts' sales, operating profit, and EPS expectations. What really made the difference was people spending more during each visit, which pushed sales up and helped make up for the modest decline in traffic.
Guidance was also encouraging. Revenue projections for the full year edged higher, and the EPS range saw a slight lift at the low end. However, management also expressed concern over tariff-driven cost increases and their potential impact on consumer spending. Still, we think this was a solid quarter with some key areas of upside.
Shares of social commerce platform Pinterest (NYSE: PINS)
jumped 5% in the morning session after JP Morgan upgraded the stock rating from Neutral to Buy and raised the price target from $35 to $40. The firm cited "progress in adding users and improving monetization."
