Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)Episode transcripts seekingalpha.com/wsb.Show links: U.S. electricity demand growth through 2027 will be like adding another CaliforniaRay Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 movesDefense stocks slide after Trump’s comments on spending cutsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Chapter 1: What are the biggest stock movers on February 14th?
Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. Good morning. Today is Friday, February 14th. I'm Julie Morgan. Airbnb and Roku are on the rise pre-market as Twilio falls. GameStop is looking into crypto. And why exactly did Papa John's experience double-digit gains on Thursday?
Chapter 2: Why is Airbnb's stock rising?
Airbnb is up 13% pre-market after posting strong Q4 results, with gross booking value and nights and experiences booked rising 13% and 12% respectively, both exceeding expectations.
Revenue climbed 12%, leading to a profit of 73 cents per share, a sharp rebound from a 55 cents loss a year ago, and 15 cents above estimates, while adjusted EBITDA surged 31% to $765 million, easily beating the 651 million consensus.
However, the company's Q1 outlook was muted due to an unfavorable calendar comparison from last year's Easter timing and leap day, which is expected to impact growth by about 3 percentage points. Roku is also up 13% in pre-market action after reporting strong Q4 results and providing a 2025 forecast that met consensus while aiming for profitability in fiscal year 2026.
Chapter 3: What contributed to Roku's stock surge?
The company projects 2025 revenue of $4.61 billion, slightly above the $4.6 billion consensus, and adjusted EBITDA of $350 million, surpassing the $290 million estimate.
Roku highlighted clear paths to increasing key performance metrics, including streaming hours, platform revenue, adjusted EBITDA, and free cash flow, reaffirming its expectation to achieve full-year operating income profitability in 2026. Twilio has also landed on our biggest movers list. TWLO is down 9.5% pre-market after delivering mixed Q4 results and issuing weaker-than-expected Q1 guidance.
Chapter 4: Why did Twilio's stock decline?
The company forecast adjusted EPS of 88 to 93 cents per share, missing the 98 cents consensus, with revenue expected between 1.13% and $1.14 billion, the midpoint slightly below the $1.14 billion estimate.
Twilio reaffirmed its long-term financial targets from last month's Investor Day, projecting 7% to 8% organic revenue growth, non-gap operating income of $825 to $850 million, and free cash flow in the same range. DraftKings and Applied Materials are also on our Biggest Movers list. A link to the full list is in show notes. GameStop is thinking about investing in crypto.
Three sources told CNBC that the company is eyeing investments in alternative asset classes, including crypto and especially Bitcoin. Shares of the company rose as much as 20% after the bell. GME is up nearly 7% pre-market. One source said GameStop is still figuring out if the investment is sensible for the business and may not go through with it.
Online chatter about a Bitcoin strategy was floating around after CEO Ryan Cohen posted a photo on X over the weekend with strategy co-founder Michael Saylor. Sources told CNBC that Saylor, however, is not involved in GameStop's discussion about crypto investments at this time. Papa John's jumped 18% on a report that a Qatari-backed investor is considering a takeover of the pizza chain.
Earth Capital Management has spoken with advisors about a potential purchase of the $1.4 billion pizza chain, according to a semaphore report on Thursday, which cited people familiar with the matter. It is not clear how Earth plans to finance a potential takeover. Earth disclosed a 4.99% stake in Papa John's last year. Papa John's has a short interest of 13%.
Now let's take a look at what's trending on Seeking Alpha. U.S. electricity demand growth through 2027 will be like adding another California. Bridgewater takes a new stake in Tesla and exits Micron and Goldman Sachs in Q4 moves. And defense stocks slide after Trump's comments on spending cuts. Our Catalyst Watch looks light today.
Space and Missile Specialist Carmen Space and Defense will begin trading after pricing its IPO. Now let's take a quick look at the markets today ahead of the opening bell. Dow S&P and Nasdaq futures are in mixed territory. Crude oil is up 0.2% at $71 a barrel. Bitcoin is up nearly 1% at $97,000. In the world markets, the FTSE 100 is down 0.2% and the DAX is down 0.5%.
on today's economic calendar at 8 30 a.m retail sales and at 10 a.m business inventories and as a quick reminder this is a holiday weekend monday is president's day so the stock market will be closed therefore no wall street breakfast on that day so that means i'll see you again right back here dark and early on tuesday enjoy your weekend That's it for today's Wall Street Breakfast.
Thanks for listening. To take full advantage of Seeking Alpha, join the highest quality community of real investors discussing stocks and ETFs at seekingalpha.com slash subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
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