Weekly Roundup: Insulet Jumps, Disney Surges, Palantir Disappoints
May 9, 2025
Insulet's shares soared 20% after a stellar earnings report and raised revenue guidance, showcasing strong business momentum. Disney also celebrated as its fiscal results exceeded expectations, boosting its 2025 earnings outlook, thanks to thriving theme parks and streaming. Meanwhile, Palantir faced disappointment as its latest financials fell short of investor hopes, despite an optimistic forecast for AI software demand. A tale of triumph and setback unfolds in the ever-evolving market landscape!
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insights INSIGHT
Insulet's Surging Stock Momentum
Insulet's stock surged 20% on strong quarterly earnings and raised revenue guidance for the year.
This outperformance happened despite a generally weak healthcare sector, highlighting strong business momentum.
insights INSIGHT
Disney's Strong Growth Defies Trends
Disney beat quarterly earnings estimates and doubled its full-year EPS growth forecast to 16%.
- Insulet (PODD) shares rallied this week, soaring up as much as 20% during trading on an upbeat earnings report. The insulin delivery system maker boosted its revenue guidance for the full year and posted better-than-expected first-quarter results. Piper Sandler views the guidance increase positively and as more evidence of strong momentum in the business.
- Disney (DIS) shares rose after it reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV. Full-year 2025 earnings, excluding certain items, will rise 16% to $5.75 a share, Disney said Wednesday in a statement, about double its previous forecast for growth. Analysts were looking for $5.44 a share. A number of major companies have pulled their 2025 guidance amid the uncertainty caused by US President Donald Trump’s tariffs on imported goods. But Disney is benefiting from faster-than-expected growth at its namesake parks and streaming business, and pointed to that strong performance to boost its guidance.
- Palantir (PLTR) shares slid by the most in nearly a year after its financial results and projections failed to live up to investors’ lofty expectations. The company described rising demand for artificial intelligence software as a “ravenous whirlwind” and bumped its 2025 revenue forecast on Monday to about $3.9 billion from about $3.75 billion. But even a solid earnings results beat and the raised outlook wasn’t enough to justify the stock’s high valuation and extend its massive year-to-date gain. Palantir’s shares tanked by as much as 14.9% to $105.32, the lowest intraday price since May 7, 2024. The stock was still up 41% for the year.
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