Celsius Holdings reported record second-quarter 2025 revenue of $739.3 million, an 84% increase year-over-year, driven by the acquisition of Alani Nu, which contributed $301.2 million in revenue, and growth in the CELSIUS brand. The company's U.S. ready-to-drink energy market share rose to 17.3%, up 180 basis points year-over-year. Adjusted earnings per share (EPS) reached $0.47, surpassing the consensus estimate of $0.24, while net income increased 25% to $99.9 million. Following the strong results, UBS and Citi raised their price targets for Celsius Holdings to $64 and $60 respectively, maintaining Buy ratings. Meanwhile, Peloton Interactive posted a surprise profit in its fiscal fourth quarter of 2025 with EPS of $0.05, beating estimates of a loss of $0.05. Revenue declined 6% year-over-year to $606.9 million but exceeded consensus estimates. The company announced a 6% workforce reduction and a $100 million cost-cutting plan amid projections of further sales declines in 2025. CEO Peter Stern outlined growth initiatives including micro-stores, a pre-owned hardware marketplace, and international expansion. Hertz Global Holdings reported second-quarter revenue of $2.19 billion, beating estimates by $20 million, with adjusted EPS of negative $0.34, outperforming expectations by $0.07. The company narrowed its net loss to $294 million, driven by improved fleet management, higher utilization at 83%, and disciplined cost control, returning to positive adjusted EBITDA after reducing vehicle depreciation by over 50%. FuboTV posted second-quarter 2025 revenue of $371.3 million, a 3% decline year-over-year but above estimates, with adjusted EPS of $0.05, marking its first positive adjusted EBITDA quarter at $20.7 million. Paid subscribers in North America fell 6.5% to 1.356 million, while international revenue grew 4.7% to $8.7 million. On the equity side, Bank of America Global Research raised Apple Inc.'s price target from $240 to $250, citing tariff exemptions and foreign exchange tailwinds. Melius Research further increased Apple's price target to $260, highlighting new iPhone cycles including the upcoming "iPhone Air" and a foldable model expected in fiscal 2026. UBS also raised Celsius Holdings' price target to $64, noting margin surprises and strong top-line momentum. Needham and BTIG maintained Buy and Neutral ratings respectively on FuboTV, emphasizing strong retention and advertising outperformance amid ongoing strategic shifts.
$FUBO | 𝐟𝐮𝐛𝐨𝐓𝐕 (FUBO): BTIG maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 Analyst sees 𝐬𝐭𝐫𝐨𝐧𝐠 𝐫𝐞𝐭𝐞𝐧𝐭𝐢𝐨𝐧 and 𝐚𝐝 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 boosting Q2; remains in 𝐡𝐨𝐥𝐝𝐢𝐧𝐠 𝐩𝐚𝐭𝐭𝐞𝐫𝐧 pending 𝐇𝐮𝐥𝐮 + 𝐋𝐢𝐯𝐞 𝐓𝐕 𝐝𝐞𝐚𝐥 closure. https://t.co/ZXwuUzjV5G
$FUBO | 𝐟𝐮𝐛𝐨𝐓𝐕 (FUBO): Needham maintains 𝐁𝐮𝐲, 𝐏𝐓 𝐚𝐭 $𝟒.𝟐𝟓 Analyst sees $DIS 𝐃𝐢𝐬𝐧𝐞𝐲 𝐝𝐞𝐚𝐥 unlocking sports rights, shifting focus to 𝐛𝐮𝐧𝐝𝐥𝐢𝐧𝐠 & 𝐭𝐞𝐜𝐡-𝐟𝐢𝐫𝐬𝐭 𝐔𝐗; notes 𝐫𝐢𝐬𝐤/𝐫𝐞𝐰𝐚𝐫𝐝 improving. https://t.co/tsahokYrWi
Peloton TTM FCF $PTON https://t.co/RCugGVMuT4