Finance and HR software stocks beat Q1 revenue estimates but shares fall 7.5% on average

Earnings
โดย StockStory·Read original
Summary · why it matters

Finance and HR software stocks reported a satisfactory first quarter, with revenues beating analysts' consensus estimates by 1.9% and next-quarter revenue guidance coming in 0.6% above expectations. Among the 12 companies tracked, Marqeta posted revenues of $165.8 million, up 19.2% year on year and exceeding estimates by 0.9%, while Flywire delivered the strongest performance with revenues of $184 million, up 42.9% and beating estimates by 7.2%. American Express Global Business Travel reported revenues of $840 million, up 35.3% and topping estimates by 3.3%, but missed EBITDA estimates significantly. Despite the revenue beats, share prices across the group have fallen 7.5% on average since the earnings releases, with Marqeta down 12.7%, BILL down 12.2%, and Paylocity down 7.4%, while Flywire bucked the trend with a 10.1% gain.

Impact on stocks 5

Digital Finance & Tokenization± Mixed · 2 stocks
Flywire Corp
FLYW
▲ PositiveCapitalrelevance

Shares gained 10.1% after strong revenue beat and guidance, bucking sector trend.

Marqeta Inc
MQ
▼ NegativeCapitalrelevance

Shares fell 12.7% after earnings despite revenue beat, as market reacted negatively.

Information Technology▼ · 2 stocks
Cloud & Digital Infrastructure▼ · 1 stocks
Bill Com Holdings Inc
BILL
▼ NegativeCapitalrelevance

Shares fell 12.2% after earnings despite revenue beat, as market reacted negatively to guidance or valuation.

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