Nextdoor Holdings Inc. (NYSE:NXDR) shares are trending on Thursday.Check out the current price of NXDR stock here. Shares of the hyperlocal social networking platform climbed 16.62% in after-hours trading on Wednesday, reaching $2.95 after investor Eric Jackson shared an investment thesis in a series of social media posts.Investor Cites Verified User NetworkJackson described Nextdoor on X as a verified neighborhood platform with 100 million users across 10 countries. He disclosed that he holds a long positi ...

Core Viewpoint - Booking Holdings reported strong Q3 2025 earnings, beating estimates and showing significant year-over-year growth in both earnings per share and revenues, indicating robust operational performance and positive market trends [2][13]. Financial Performance - Q3 2025 earnings per share were $99.5, exceeding the Zacks Consensus Estimate by 3.6% and increasing 18.6% year over year [2]. - Revenues reached $9.01 billion, surpassing estimates by 3.12% and growing 12.7% year over year, with an 8% increase on a constant currency basis [2]. - Adjusted EBITDA rose 15% year over year to approximately $4.2 billion, exceeding guidance by 6 percentage points, with an adjusted EBITDA margin expansion of 110 basis points to 47% [13]. Revenue Breakdown - Merchant revenues accounted for $6.13 billion (68.1% of total revenues), up 23.3% year over year [5]. - Agency revenues were $2.57 billion (28.5% of total revenues), down 6.7% year over year [5]. - Advertising & Other revenues totaled $308 million (3.4% of total revenues), increasing 14.5% year over year [5]. Operational Highlights - Room nights reached 323 million, an 8.2% increase year over year, driven by strong demand across major regions, particularly in the United States [6]. - Alternative accommodations listings grew to over 8.6 million, up about 10% year over year, with double-digit room night growth [7]. - Connected Trip transactions grew mid-20% year over year, representing a low double-digit percentage of total transactions [8]. Cost and Expense Management - Marketing expenses increased 8.8% year over year, accounting for 4.7% of gross bookings, slightly lower than the previous year [9][10]. - Sales and other expenses as a percentage of gross bookings were 2.1%, slightly higher than the prior year, driven by an increasing merchant mix [11]. - Adjusted fixed operating expenses rose 10% year over year, influenced by increased cloud costs and personnel expenses [12]. Guidance and Outlook - For Q4 2025, room night growth is expected between 4% and 6%, with gross bookings projected to grow 11-13% [15]. - Full-year 2025 guidance anticipates room night growth of around 7%, gross bookings growth of 11-12%, and revenue growth of approximately 12% [16]. - The stock has a strong Growth Score of A and a momentum score of A, indicating positive investor sentiment [18].

Core Insights - Booking Holdings (BKNG) reported Q3 2025 earnings of $99.5 per share, exceeding Zacks Consensus Estimate by 3.6% and reflecting an 18.6% year-over-year increase [1] - Revenues reached $9.01 billion, surpassing Zacks Consensus Estimate by 3.12%, marking a 12.7% year-over-year growth and approximately 8% on a constant currency basis [1] - The growth in revenues exceeded the high end of company guidance by 4 percentage points, aligning with strong performance in gross bookings [1] Revenue Breakdown - Revenues as a percentage of gross bookings were 18.1%, down about 30 basis points year over year, mainly due to a higher mix of flight bookings and increased merchandising contra-revenues [2] - Merchant revenues were $6.13 billion (68.1% of total revenues), up 23.3% year over year, while agency revenues were $2.57 billion (28.5% of total revenues), down 6.7% year over year [4] - Advertising & Other revenues were $308 million (3.4% of total revenues), reflecting a 14.5% year-over-year increase [4] Growth Drivers - BKNG's growth was supported by its Connected Trip vision, enhanced loyalty programs, expanded AI-driven features, and increased direct bookings [3] - Room nights totaled 323 million, up 8.2% year over year, driven by robust demand across major regions, particularly in the United States [5] - Alternative accommodations listings rose to over 8.6 million, up about 10% year over year, with double-digit room night growth [6] Operating Results - Adjusted EBITDA increased 15% year over year to approximately $4.2 billion, exceeding the high end of guidance by 6 percentage points, with an adjusted EBITDA margin expanding 110 basis points to 47% [13] - Marketing expenses rose 8.8% year over year, with marketing expense as a percentage of gross bookings at 4.7%, slightly lower than the previous year [8][9] - Adjusted fixed operating expenses increased 10% year over year, influenced by higher cloud costs and personnel expenses rising by 9% [12] Financial Position - As of September 30, 2025, cash and investments totaled $17.2 billion, down from $18.2 billion, primarily due to a reduction in Deferred Merchant Bookings [14] - Total debt decreased to $17 billion from $18.47 billion [14] - Free cash flow was reported at $1.4 billion, compared to $3.1 billion in the previous quarter [14] Future Guidance - For Q4 2025, room night growth is expected between 4% and 6%, with gross bookings projected to grow 11-13% [15] - Full year 2025 anticipates room night growth of around 7%, with revenue growth of approximately 12% and adjusted EBITDA rising between 17% and 18% [16]

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]