Etsy Q2 2025 Earnings Preview: GMS Under Macro Pressure
Investors will watch whether Etsy can reignite Gross Merchandise Sales after last year's flat revenue. Signals include active-buyer and active-seller counts (both trending lower), conversion from Offsite Ads, and any change in the 23% take-rate logged in Q1. Management aims to hold adjusted EBITDA margin near the 25% level despite marketing spend and higher payment-processing fees. Guidance on cost discipline and ad monetization will be key. Strong FCF conversion or incremental share-repurchase authorization could support the stock's 40 forward P/E, but a soft GMS print or weaker buyer engagement may outweigh an earnings beat.
This article first appeared on GuruFocus.
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16 minutes ago
- Yahoo
Earnings live: AMD, Rivian, Lucid, Snap, and Super Micro Computer stocks fall after quarterly results
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Shares of the iBuyer platform, which has become a retail investor darling in recent weeks, dropped as much as 19% despite beats on the top and bottom lines. The stock went on a wild ride in July as retail trader enthusiasm and a thesis from investor and Carvana spotter Eric Jackson bid up shares. Over the past month, Opendoor stock has climbed over 300%. That might be partly why the stock is selling off on the earnings news. The company reported a loss per share of $0.01 for the quarter, compared to estimates for a loss per share of $0.03. Revenue grew 4% annually to $1.6 billion, also above Wall Street analysts' expectations for revenue of $1.5 billion. For the third quarter, Opendoor forecast revenue from $800 million to $875 million. Opendoor (OPEN) stock sank precipitously following earnings. Shares of the iBuyer platform, which has become a retail investor darling in recent weeks, dropped as much as 19% despite beats on the top and bottom lines. 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Investors will be looking to the earnings call for more details on the fallout. Novo Nordisk also cut its sales forecasts for its weight-loss drugs, citing rivals selling compounded versions, such as Hims & Hers. Listen to the earnings call live. Palantir stock surges after company reports first billion-dollar quarter Yahoo Finance's Jake Conley reports: Read more here. Yahoo Finance's Jake Conley reports: Read more here. Post-earnings stock moves are more volatile than usual this quarter We're two-thirds of the way through earnings season, and for the most part, the market has floated higher on a flurry of earnings releases. Though some individual reports have led to outsized moves. Yahoo Finance's Josh Schafer writes in today's Morning Brief: Read more here. We're two-thirds of the way through earnings season, and for the most part, the market has floated higher on a flurry of earnings releases. Though some individual reports have led to outsized moves. Yahoo Finance's Josh Schafer writes in today's Morning Brief: Read more here. BioNTech shares rise 4% on better-than-expected earnings US-listed shares of the German drugmaker BioNTech (BNTX) rose about 4% in early trading Monday after the company reported better-than-expected second quarter results as it looks to regain momentum after a post-COVID slump. BioNTech reported a loss of 1.60 euros per share, narrower than the 1.69 euro loss analysts expected, according to data from S&P Global Market Intelligence. Revenue of 260.8 million euros ($301 million) fell short of estimates of 263.68 million euros ($304 million). In June, BioNTech announced it would partner with Bristol Myers Squibb (BMY) on a new cancer treatment. "We aim to establish BNT327 both as a new standard of care across multiple tumor types," BioNTech CEO Ugur Sahin said on the company's earnings call. 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"We aim to establish BNT327 both as a new standard of care across multiple tumor types," BioNTech CEO Ugur Sahin said on the company's earnings call. "We are currently advancing BNT327 across more than 10 indications, including two global registrational trials, with more planned. Our early conviction around this modality and BNT327 has put us in a strong position, and if approved, we aim to be the first or second to launch in a number of indications to patients in need." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
New York Post
17 minutes ago
- New York Post
Indian components found in Russian drones used for Putin's war, Ukraine claims
Indian-made components have been discovered in Russian drones used for deadly attacks on Ukraine, one of President Volodymyr Zelensky's top officials has claimed. The Iranian-made Shahed drones containing Indian parts have been involved in attacks along the frontlines and against civilians, Ukrainian presidential chief of staff Andriy Yermak wrote on Telegram. He called on the world to 'deprive Russians of the ability to receive components from other countries and stop the killing of Ukrainians,' according to Kyiv-based Ukrainian news agency UNN. 'Also, buying Russian energy resources is financing the war, which does not contribute to peace,' Yermak added. 3 Indian-made components have reportedly been found in Russian drones used for the war on Ukraine. REUTERS The White House and National Security Council didn't immediately respond to a request for comment from The Post. The drone development comes as President Trump has threatened to slap new tariffs on India if it does not stop purchasing Russian oil. 3 Vladimir Putin has relied on relatively inexpensive Shahed drones for his war in Ukraine. via REUTERS 'India is not only buying massive amounts of Russian Oil, they are then, for much of the Oil purchased, selling it on the Open Market for big profits. They don't care how many people in Ukraine are being killed by the Russian War Machine,' Trump wrote on Truth Social on Monday. Trump added on Friday that he was also seeking to impose new sanctions on Russia and any country that purchases its energy exports like crude oil and electricity. India, as the third-biggest oil importer and consumer in the world, has a high demand and draws one-third of its supply from Russia. A source from the Indian government noted that its purchases have helped balance global oil prices by easing the pressure on supplies from other regions. 3 More than 6,000 Shahed-style drones were launched at Ukraine last month alone. AP The relatively inexpensive Shahed drones that included the Indian-made components have become a crucial part of Vladimir Putin's war on Ukraine since late 2022. Iran initially supplied 2,000 fully assembled drones to Russia, which soon established its own assembly system using Iranian ready-made components, according to Ukraine's Security Service. That number was quickly escalated, with more than 6,000 Shahed-type drones launched by Russia last month alone, according to figures from the Ukrainian air force. With Post wires
Bloomberg
19 minutes ago
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