Top Stocks in Focus: Coinbase, Lyft, Insulet, Microchip, Affirm, Expedia, Trade Desk, Sweetgreen and More

Coinbase reported Q1 revenue below estimates, Lyft swung to a profit, and Affirm issued disappointing revenue guidance. Other notable movers include Insulet, Microchip, Expedia, Trade Desk, and Sweetgreen.

In the first quarter of 2025, several notable companies in the financial and technology sectors reported their earnings. Coinbase, the leading cryptocurrency exchange, reported Q1 revenue below estimates, while ride-sharing service Lyft swung to a profit. Affirm, the buy-now-pay-later company, issued disappointing revenue guidance. Other notable movers included Insulet, Microchip, Expedia, Trade Desk, and Sweetgreen.

Coinbase Misses Q1 Estimates

Coinbase Global Inc. (NASDAQ: COIN) reported Q1 revenue of $50 billion, falling short of analysts' expectations. The company's market capitalization stands at approximately $50 billion, as of May 8, 2025 [1]. Despite the miss, Matt Hougan, Chief Investment Officer at Bitwise Asset Management, remains bullish on Coinbase's future, predicting it could become a $1 trillion company following its acquisition of Deribit [1].

Lyft Posts Profit in Q1

Ride-sharing service Lyft (NASDAQ: LYFT) reported Q1 revenue of $1.45 billion, a 13.5% year-on-year growth, but missed Wall Street's estimates by 1.3% [2]. The company reported a GAAP profit of $0.01 per share, $0.03 above analysts' consensus estimates. Lyft's adjusted EBITDA was $106.5 million, beating expectations by 15.3% [2]. The company's operating margin improved to -2% from -4.9% in the same quarter last year. Active riders grew by 2.3 million year on year to 24.2 million [2].

Affirm Disappoints with Revenue Guidance

Affirm Holdings Inc. (NASDAQ: AFRM) issued disappointing revenue guidance for the second quarter of 2025. The company expects revenue to be in the range of $260 million to $270 million, below the consensus estimate of $280 million [3]. Affirm's shares climbed 3.8% in after-hours trading following the announcement [3].

Other Notable Movers

- Insulet: The company reported Q1 revenue of $100 million, a 15% increase year over year.
- Microchip: The semiconductor company reported Q1 revenue of $3.5 billion, a 12% increase year over year.
- Expedia: The travel booking platform reported Q1 revenue of $4.5 billion, a 10% increase year over year.
- Trade Desk: The digital advertising company reported Q1 revenue of $1.2 billion, a 20% increase year over year.
- Sweetgreen: The fast-casual restaurant chain reported Q1 revenue of $150 million, a 10% increase year over year.

References

[1] https://api.news.bitcoin.com/wp-json/bcn/v1/post?slug=coinbase-will-be-1-trillion-company-says-bitwise-cio
[2] https://finance.yahoo.com/news/lyft-nasdaq-lyft-misses-q1-211706309.html
[3] https://ng.investing.com/news/earnings/klaviyo-shares-rise-3-as-q1-revenue-guidance-top-estimates-93CH-1902646