Blockchain infrastructure company Coinbase (NASDAQ:COIN) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 21.6% year on year to $1.78 billion. Its non-GAAP profit of $0.66 per share was 31.2% below analysts’ consensus estimates.
Coffee chain Dutch Bros (NYSE:BROS) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 29.4% year on year to $443.6 million. On the other hand, the company’s full-year revenue guidance of $2.02 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $0.17 per share was 73.9% above analysts’ consensus estimates.
Pet insurance provider Trupanion (NASDAQ:TRUP) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.7% year on year to $376.9 million. Its GAAP profit of $0.13 per share was 19.6% below analysts’ consensus estimates.
Biotech company Vertex Pharmaceuticals (NASDAQ:VRTX) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 9.5% year on year to $3.19 billion. The company expects the full year’s revenue to be around $13.03 billion, close to analysts’ estimates. Its non-GAAP profit of $5.03 per share was 2.3% below analysts’ consensus estimates.
Medical device company DexCom (NASDAQ:DXCM) announced better-than-expected revenue in Q4 CY2025, with sales up 13.1% year on year to $1.26 billion. The company expects the full year’s revenue to be around $5.21 billion, close to analysts’ estimates. Its non-GAAP profit of $0.68 per share was 4.5% above analysts’ consensus estimates.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.
Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 79.9% in the afternoon session after it reported strong fourth-quarter earnings that beat analyst sales and earnings estimates. Management attributed this performance to robust demand in its Network Services and Security segments, with security revenue growth accelerating and new products gaining traction with enterprise clients. CEO Kip Compton emphasized the company's ongoing focus on cross-sell opportunities and disciplined execution, citing larger customers directing more traffic to Fastly's platform due to stability and performance benefits.
Looking ahead, guidance for sales and earnings also came in ahead of consensus. Overall, it was an impressive quarter.
Regional banking company Ameris Bancorp (NYSE:ABCB) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 6.4% year on year to $309.9 million. Its non-GAAP profit of $1.59 per share was 0.9% above analysts’ consensus estimates.
Ameris Bancorp’s fourth quarter results met Wall Street’s revenue expectations, supported by higher net interest income and disciplined expense management. Leadership cited steady loan growth, improved operating efficiency, and stable asset quality as primary drivers. CEO Palmer Proctor highlighted, “We reported record earnings for 2025 at over $412 million for the year with our diluted EPS hitting $6 per share for the first time in our history.” Management also pointed to robust loan pipelines, a growing core deposit base, and favorable Southeast market conditions as factors underpinning consistent profitability.
Private prison operator CoreCivic (NYSE:CXW) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 26% year on year to $604 million. Its GAAP profit of $0.26 per share was 30.9% above analysts’ consensus estimates.
The federal government ran a $94.62 billion deficit in January, according to the monthly Treasury statement. That was down 26 percent compared to January 2025.
