Selected stock price target news of the day - July 30th, 2025

By: Matthew Otto

Qorvo Posts Lower Q1 FY26 Revenue; Q2 Guidance Surpasses Estimates

Qorvo reported revenue of $818.8 million for the first quarter of fiscal 2026, a decline from $941 million in the previous quarter and $1 billion in the same quarter last year. The company reported earnings of $0.92 per share for the quarter, compared to the analyst consensus estimate of $0.63. Operating income was $30.1 million, and gross margin stood at 40.5%. Adjusted operating income totaled $108.2 million.

For the second quarter of fiscal 2026, Qorvo expects revenue between $975 million and $1.025 billion, compared to the consensus estimate of $954 million. The company also projects earnings of approximately $2 per share and a margin range of 48% to 50%. Management stated that the forecast is based on expected volume increases in certain customer programs and ongoing operational changes.

Analysts Raise Price Targets Following Results and Upbeat Guidance

Susquehanna analyst Christopher Rolland maintained a Neutral rating and raised the price target from $90 to $95.
Stifel analyst Ruben Roy reiterated a Hold rating while increasing the price target from $75 to $88.
Benchmark analyst Cody Acree kept a Buy rating and lifted the price target from $95 to $125.
Needham analyst Quinn Bolton maintained a Buy rating and raised the price target from $90 to $104.
Loop Capital analyst Gary Mobley updated the price target to $90.
Morgan Stanley analyst Joseph Moore increased the price target to $94.
Mizuho analyst Vijay Rakesh lifted the price target from $84 to $87.

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

Analyst Toshiya Hari (GOLDMAN SACHS) currently has the highest performing score on QRVO with 13/15 (86.67%) price target fulfillment ratio. His price targets carry an average of $-0.32 (-0.35%) potential downside. Qorvo stock price reaches these price targets on average within 51 days.

Varonis Reports Higher Recurring Revenue and Cash Flow as SaaS Transition Advances

Varonis Systems reported second-quarter 2025 revenue of $152.2 million, up from $130.3 million a year earlier. SaaS revenue increased to $105.9 million from $44.8 million, now comprising approximately 69% of total annual recurring revenue (ARR). Total ARR reached $693.2 million, reflecting 19% year-over-year growth.

Term license subscriptions declined to $32.4 million from $62.7 million, and maintenance and services revenue fell to $13.9 million from $22.8 million, as more customers transitioned to the SaaS model. Varonis reported a net loss of $35.8 million for the quarter, compared to a $23.9 million loss in the same period last year.

Year-to-date, Varonis generated $89.3 million in cash from operations, up from $68.4 million during the first half of 2024. Free cash flow rose to $82.7 million from $67.3 million. As of June 30, the company held $1.2 billion in total liquidity, including cash, cash equivalents, and investments. During the six-month period, Varonis repurchased 1 million shares for $38.7 million, completing its authorized buyback program.

According to company guidance, third-quarter revenue is expected to range from $163 million to $168 million. Full-year ARR is projected between $748 million and $754 million, representing a 17% increase over the prior year. Varonis also raised its full-year SaaS mix estimate to 82%, up from the previous 80% forecast.

Analysts Raise Price Targets Following SaaS Growth and Q2 Beat

Wedbush analyst Daniel Ives maintained Outperform rating and lifted the price target from $60 to $65.
DA Davidson analyst Rudy Kessinger kept a Neutral rating while increasing the price target from $47 to $50.
Susquehanna analyst Shyam Patil maintained a Positive stance and boosted the price target from $55 to $65.
Needham analyst Mike Cikos reiterated a Buy rating and raised the price target from $60 to $70..
Baird analyst Shrenik Kothari raised the price target to $63.
RBC Capital analyst Matthew Hedberg increased the price target to $64.
Barclays analyst Saket Kalia raised the price target to $62.

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

Analyst Saket Kalia (BARCLAYS) currently has the highest performing score on VRNS with 21/24 (87.5%) price target fulfillment ratio. His price targets carry an average of $9.56 (18.95%) potential upside. Varonis Systems stock price reaches these price targets on average within 120 days.

Booking Holdings Q2 2025 Results Surpass Estimates as Asian Travel Demand Offsets U.S. Weakness

Booking Holdings reported second-quarter 2025 results that exceeded analyst expectations, with adjusted earnings per share (EPS) of $55.4, a $5.26 above the consensus estimate of $50.14. Revenue for the quarter was $6.8 billion, representing a 16% increase from $5.87 billion in the same period last year, and above the $6.54 billion estimate compiled by LSEG.

Booking Holdings projects third-quarter adjusted EBITDA in the range of $3.9 billion to $4 billion. Approximately 25% of total reservations were attributed to Asia, where international and intracontinental travel helped offset weaker U.S. demand. Growth in the region has been supported in part by increased travel activity among higher-income Chinese tourists visiting Southeast Asia, contributing to higher pricing levels.

Booking Holdings expects third-quarter revenue growth between 7% and 9% year-over-year, which would equate to approximately $7.28 billion to $7.41 billion. Room nights are projected to grow between 3.5% and 5.5%, suggesting continued demand, though regional performance remains uneven.

Analyst Rating Updates Reflect Diverging Views Post-Q2 Earnings

Barclays analyst Ross Sandler maintained an Overweight rating and raised the price target from $5,700 to $6,000.
Evercore ISI Group analyst Mark Mahaney kept an Outperform rating, while increasing the price target from $5,500 to $6,250.
Piper Sandler analyst Thomas Champion maintained a Neutral stance but lifted the price target from $5,077 to $5,750.
Wedbush analyst Scott Devitt downgraded from Outperform to Neutral, although kept the price target at $5,900.

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

Analyst Daniel Kurnos (BENCHMARK) currently has the highest performing score on BKNG with 6/7 (85.71%) price target fulfillment ratio. His price targets carry an average of $881.77 (17.57%) potential upside. Booking Holdings stock price reaches these price targets on average within 140 days.