Selected stock price target news of the day - February 14th, 2025

By: Matthew Otto

Airbnb Exceeds Earnings Expectations but Issues Cautious Guidance

Airbnb reported fourth-quarter earnings posting earnings per share of 73 cents, beating the expected 58 cents. Additionally, revenue reached $2.48 billion, exceeding the anticipated $2.42 billion and marking a 12% increase from $2.22 billion in the same period last year. Airbnb also reported a net income of $461 million, a significant turnaround from the $349 million loss reported a year earlier.

Adjusted profit for the fourth quarter was $765 million, up 4% year-over-year, outpacing analysts’ expectations of $653.5 million. Additionally, Airbnb saw 111 million nights and experiences booked, up 12% from the previous year, surpassing the forecasted 108.7 million. Gross booking value totaled $17.6 billion, exceeding the projected $17.2 billion.

Airbnb issued cautious first-quarter guidance, projecting revenue between $2.23 billion and $2.27 billion, below analysts’ expectations of $2.3 billion. In addition, Airbnb intends to invest up to $250 million in new businesses set to launch in May, with the potential for each to generate up to $1 billion in revenue over the next five years.

Analyst Ratings Reflect Mixed Sentiment with Price Target Increases

DA Davidson analyst Tom White maintained a Neutral rating but raised the price target from $131 to $170.
BofA Securities analyst Justin Post maintained a Neutral rating while increasing the price target from $151 to $170.
Needham analyst Bernie McTernan reiterated a Hold rating.
Barclays analyst Mario Lu reiterated an Underweight rating and raised the price target from $110 to $120.
Goldman Sachs analyst Eric Sheridan upgraded from Sell to Neutral and the price target from $110 to $153.
Baird analyst Colin Sebastian upgraded from Neutral to Outperform and the price target from $140 to $175.

Which Analyst has the best track record to show on ABNB?

Analyst Doug Anmuth (JPMORGAN) currently has the highest performing score on ABNB with 8/9 (88.89%) price target fulfillment ratio. His price targets carry an average of $8.29 (6.20%) potential upside. Airbnb stock price reaches these price targets on average within 34 days.

Blueprint Medicines Reports Financial Performance and Business Growth for Q4 and Full Year 2024

Blueprint Medicines announced its financial results achieving AYVAKIT net product revenues of $479.0 million for the year. This includes $421.8 million in the U.S. and $57.1 million internationally, marking a 135% year-over-year growth.

In Q4 2024, AYVAKIT generated $144.1 million in net product revenues, with $124.1 million from the U.S. and $20.0 million internationally. However, Q4 revenue came in below the consensus estimate of $146.14 million. Blueprint Medicines reported a net loss of $(50.0) million for the quarter, translating to an EPS of $(0.79), which was $0.09 below the analyst estimate of $(0.70). Despite this, Blueprint demonstrated improvement compared to the net loss of $(110.9) million in Q4 2023.

Looking ahead, Blueprint Medicines forecasts global AYVAKIT net product revenues of $680 million to $710 million for 2025, reflecting a 45% year-over-year growth at the midpoint but below the consensus estimate of $726.2 million. Blueprint Medicines continues to invest in growth while maintaining financial discipline, having reduced cash burn by over 50% in 2024 and expecting further reduction in 2025. Blueprint ended 2024 with $863.9 million in cash, cash equivalents, and investments, up from $767.2 million at the end of 2023.

Analyst Ratings Reaffirm Confidence Amid Financial Update

Needham analyst Ami Fadia reiterated a Buy rating and a price target of $133.
HC Wainwright & Co. analyst Andrew Fein maintained a Buy rating and the price target at $135.
JMP Securities analyst Reni Benjamin kept a Market Outperform rating with a $125 price target.

Which Analyst has the best track record to show on BPMC?

Analyst Andrew Fein (HC WAINWRIGHT) currently has the highest performing score on BPMC with 10/15 (66.67%) price target fulfillment ratio. His price targets carry an average of $46.31 (52.22%) potential upside. Blueprint Medicines stock price reaches these price targets on average within 283 days.

CyberArk Exceeds Q4 Expectations and Provides Upbeat 2025 Guidance

CyberArk reported financial results with Q4 earnings per share (EPS) of $0.80, outperforming the consensus estimate of $0.72 by $0.08. Total revenue for the quarter was $314.4 million, surpassing the projected $301.2 million. Annual Recurring Revenue (ARR) reached $1.169 billion, with the subscription portion contributing $977 million.

For the full year, CyberArk achieved record total revenue of $1.001 billion, a 33% increase from $751.9 million in 2023. Non-GAAP operating income was $151 million, representing a 15% margin, while free cash flow reached $221 million, or a 22% margin.

Looking forward, CyberArk expects Q1 2025 EPS to be between $0.74 and $0.81, compared to the consensus estimate of $0.77. Q1 revenue is projected to range from $301 million to $307 million, slightly above the $300.8 million consensus.

For the full year 2025, CyberArk anticipates EPS between $3.55 and $3.70, versus the consensus of $3.62, and total revenue of $1.31 billion to $1.32 billion, compared to the consensus of $1.3 billion.

Analyst Price Target Hikes Signal Confidence in Growth Potential

Canaccord Genuity analyst Kingsley Crane maintained a Buy rating and raised the price target from $330 to $440.
Morgan Stanley analyst Hamza Fodderwala maintained an Equal-Weight rating but raised the price target from $316 to $390.
Barclays analyst Saket Kalia reiterated an Overweight rating while increasing the price target from $375 to $450.
Rosenblatt analyst Catherine Trebnick raised the price target to $445.
Baird analyst Shrenik Kothari lifted the price target to $455.

Which Analyst has the best track record to show on CYBR?

Analyst Hamza Fodderwala (MORGAN STANLEY) currently has the highest performing score on CYBR with 9/11 (81.82%) price target fulfillment ratio. His price targets carry an average of $-10.62 (-3.25%) potential downside. CyberArk Software stock price reaches these price targets on average within 257 days.