Selected stock price target news of the day - March 5th, 2025

By: Matthew Otto

Best Buy Tops Q4 Estimates but Issues Cautious FY26 Outlook

Best Buy reported fourth-quarter earnings that exceeded analyst expectations, with adjusted diluted EPS of $2.58, surpassing the consensus estimate of $2.39 by $0.19. Revenue for the quarter came in at $13.95 billion, exceeding the analyst estimate of $13.66 billion.

Comparable sales increased 0.5% year over year. However, total revenue declined 4.8% from the prior-year period. GAAP diluted EPS was $0.54, reflecting a goodwill impairment charge of $2.02 per share related to Best Buy Health. Best Buy’s adjusted operating income rate stood at 4.9%, slightly below the 5.0% reported in Q4 FY24.

Looking ahead, Best Buy provided FY26 guidance, forecasting adjusted diluted EPS in the range of $6.20 to $6.60, compared to the analyst consensus of $6.60. Revenue is expected to be between $41.4 billion and $42.2 billion, slightly below the consensus estimate of $41.811 billion. Best Buy anticipates flat to 2% comparable sales growth, with stronger performance expected in the second half of the fiscal year due to product launches and strategic initiatives.

Analysts Cut Price Targets Amid Cautious Outlook

Morgan Stanley analyst Simeon Gutman maintained an Equal-Weight rating while lowering the price target from $100 to $85.
BofA Securities analyst Elizabeth Suzuki reiterated an Underperform rating and reduced the price target from $80 to $75.
Telsey Advisory Group analyst Joseph Feldman kept an Outperform rating but trimmed the price target from $110 to $100.
Citi analyst Steven Zaccone lowered the price target from $105 to $93.
Loop Capital analyst Anthony Chukumba cut the price target to $90.

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

Analyst Zachary Fadem (WELLS FARGO) currently has the highest performing score on BBY with 17/20 (85%) price target fulfillment ratio. His price targets carry an average of $1.77 (2.03%) potential upside. Best Buy stock price reaches these price targets on average within 137 days.

CrowdStrike Reports Fiscal 2025 Growth but Issues Lower-Than-Expected EPS Guidance

CrowdStrike Holdings reported fourth-quarter and full-year fiscal 2025 results, with total Q4 revenue reaching $1.06 billion, exceeding the consensus estimate of $1.03 billion. Annual Recurring Revenue (ARR) grew 23% year-over-year to $4.24 billion, with $224 million in net new ARR added during the quarter.

Subscription revenue rose 31% year-over-year to $3.76 billion, contributing to total fiscal 2025 revenue of $3.95 billion, a 29% increase. CrowdStrike also delivered $1.38 billion in operating cash flow and $1.07 billion in free cash flow for the year. Non-GAAP earnings per share (EPS) for Q4 came in at $1.03, beating analyst expectations of $0.86 by $0.17. However, GAAP net loss for the quarter was $92.3 million, compared to net income of $53.7 million in Q4 fiscal 2024.

Looking ahead, CrowdStrike expects Q1 fiscal 2026 EPS between $0.64 and $0.66, which is lower compared to the consensus estimate of $0.96. Q1 revenue is projected to be between $1.10 billion and $1.106 billion, slightly below the consensus of $1.105 billion.

For the full fiscal year 2026, CrowdStrike forecasts EPS between $3.33 and $3.45, falling short of the consensus estimate of $4.43. Revenue guidance for fiscal 2026 remains in line with estimates, ranging from $4.743 billion to $4.805 billion versus the consensus of $4.778 billion.

Analysts Adjust Price Targets Following Earnings Report

WestPark Capital analyst Casey Ryan reiterated a Hold rating.
Baird analyst Shrenik Kothari maintained a Neutral rating while lowering the price target from $440 to $405.
Needham analyst Mike Cikos reiterated a Buy rating and a $420 price target.
Evercore ISI analyst Peter Levine raised the price target from $400 to $450.
DA Davidson analyst Rudy Kessinger reaffirmed a Positive outlook and lifted the price target from $395 to $415.
Susquehanna analyst Shyam Patil increased the price target to $425.

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

Analyst Saket Kalia (BARCLAYS) currently has the highest performing score on CRWD with 27/28 (96.43%) price target fulfillment ratio. His price targets carry an average of $99.32 (24.42%) potential upside. CrowdStrike Holdings stock price reaches these price targets on average within 178 days.

Evolus Reports Revenue Growth and 2025 Guidance

Evolus reported fourth-quarter revenue of $79.0 million, a 30% increase from the prior year, surpassing the consensus estimate of $76.96 million. Full-year 2024 revenue reached $266.3 million, reflecting 32% growth year-over-year.

Evolus reduced its operating loss to $2.3 million for Q4 and $34.4 million for the full year, while achieving positive operating income of $6.7 million for the quarter and $0.3 million for the year—marking its second quarter of profitability and reaching full-year profitability a year ahead of expectations. However, fourth-quarter earnings per share (EPS) were ($0.11), missing the analyst estimate of $0.02 by $0.13. Operating expenses for the year totaled $185.0 million, at the low end of the expected range of $185 million to $190 million. Cash and cash equivalents stood at $87.0 million at year-end, reflecting strong sales and disciplined expense management.

For 2025, Evolus expects revenue between $345 million and $355 million, representing growth of 30% to 33% and aligning closely with the consensus estimate of $352 million. Evolus anticipates operating expenses between $230 million and $240 million, with investments focused on expanding Jeuveau®, scaling Nuceiva® internationally, and launching Evolysse™ Form and Evolysse™ Smooth in Q2. The Evolysse™ and Estyme® injectable HA gels are expected to contribute 8% to 10% of total revenue in 2025.

Analysts Raise Price Targets Following Outlook

Barclays analyst Balaji Prasad maintained an Overweight rating while raising the price target from $22 to $25.
HC Wainwright & Co. analyst Douglas Tsao reiterated a Buy rating and the price target at $27.
Needham analyst Serge Belanger reiterated a Buy rating and the price target at $22.

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

Analyst Louise Chen (CANTOR FITZGERALD) currently has the highest performing score on EOLS with 1/5 (20%) price target fulfillment ratio. Her price targets carry an average of $10.47 (109.86%) potential upside. Evolus stock price reaches these price targets on average within 15 days.