All articles tagged with #q4 2025 earnings
Klarna (KLAR) fell about 25% after posting a Q4 2025 net loss of $26 million on revenue of $1.082 billion (vs. estimates for a loss of $0.02 per share). The quarter, though loss-making, marked Klarna’s first billion-dollar quarter with GMV of $38.7 billion and 15.8 million banking customers, led by strong growth in the US.
Eli Lilly reported Q4 2025 revenue of $19.3B, up 43% y/y, with GAAP EPS of $7.39 and non-GAAP EPS of $7.54, driven by strong demand for Mounjaro and Zepbound. The company highlighted regulatory progress (FDA approval of Kwikpen for tirzepatide and expanded Jaypirca indication) and a 2026 revenue guidance of $80–$83B with non-GAAP EPS of $33.50–$35.00, along with ongoing obesity/diabetes pipeline developments and a U.S. government agreement to expand access to obesity medicines.
Intel is set to report Q4 2025 after the close on Jan 22, with expected EPS of $0.08 and revenue around $13.4 billion; the stock has surged about 123% in 2025 on a Nvidia partnership, government support, and progress on its 18A process, but foundry delays remain a concern for its next-gen chip roadmap. HSBC and Seaport Global have upgraded Intel, but the overall rating remains Hold with a $43.37 average target, implying downside risk if cost cuts and AI-chip roadmaps stall. Options traders anticipate roughly an 8.9% move post-earnings as investors watch updates on Panther Lake and 18A.
Goldman Sachs posted Q4 2025 EPS of $14.01 (beat) and revenue of about $13.5B (miss vs. $13.9B). The shortfall came from Apple Card markdowns linked to the pending sale of the portfolio to JPMorgan, with Platform Solutions’ negative net revenue (-$1.68B) a drag. A reserve release for credit losses ($2.48B) partially offset the markdowns, and net interest income was strong, while Global Banking & Markets and Asset & Wealth Management showed solid results.
Goldman Sachs is slated to report Q4 2025 on January 15, with expected EPS of $11.70 and revenue of about $14.32 billion; stronger advisory fees from mergers and acquisitions could help, but weaker private-banking revenue and higher compensation costs may weigh on margins. Analysts show a mixed view, with a roughly 3.6% post-earnings move anticipated and a Moderate Buy consensus, while AI analysis points to upside above $1,060 despite the stock’s rally.
Bank of America posted Q4 2025 results that beat expectations with EPS of $0.98 and revenue of $28.53 billion, helped by stronger trading and advisory fees. The company awaits 2026 guidance from CEO Brian Moynihan as rivals report earnings this week; shares rose about 24% last year.