Key Takeaways Booking Holdings' Q3 earnings beat estimates, with EPS up 18.6% and revenues rising 12.7% year over year.Merchant revenues surged 23.3%, while agency revenues fell 6.7%, reflecting a stronger merchant mix.Connected Trip transactions grew mid-20%, fueling growth alongside record room nights and rising listings.Booking Holdings (BKNG) reported third-quarter 2025 earnings of $99.5 per share, beating the Zacks Consensus Estimate by 3.6%. The figure increased 18.6% year over year.Revenues of $9.01 ...

Core Insights - Agilysys and Wayfair have significantly exceeded quarterly expectations, leading to stock price increases of over 20% and new 52-week highs [1][2] Agilysys - Agilysys is experiencing strong demand for its cloud-native hospitality software and services, which cater to hotels, resorts, and casinos [2] - The company reported Q2 sales of $79.3 million, a 16% year-over-year increase, surpassing estimates of $76.74 million [4] - Subscription revenue surged 33% year-over-year to $51 million, making up over 60% of total sales [5] - Agilysys achieved a record Q2 EPS of $0.40, up from $0.34 in the same quarter last year, exceeding expectations of $0.39 [5] - The company raised its full-year subscription revenue growth forecast from 25% to 29% and increased its revenue guidance to $315-$318 million [9][10] Wayfair - Wayfair's Q3 sales rose 5% year-over-year to $3.27 billion, exceeding estimates of $3.13 billion [7] - The company reported a significant EPS increase of 87% to $0.87, surpassing expectations of $0.36 by 141% [7][11] - Wayfair has shifted to a more confident outlook, providing explicit guidance for Q4 revenue growth in the mid-single digits, with a consensus estimate of $3.01 billion [10] - The anticipated adjusted EBITDA margin for Q4 is projected to be between 5.5% and 6.5% [10]