Logistics Stock Soars 150% on Drone Deal

Author

Adam Garcia
May 07, 2025

A ride-hailing giant is down 3% after missing revenue estimates, a media powerhouse is surging on streaming subscriber growth and strong park revenues, and a freight firm is soaring 150% on a drone logistics partnership. Here’s what’s moving the markets today.

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Futures 📈

What to Watch

Earnings:

  • Arm Holdings PLC DR [ARM]: Aftermarket

  • MercadoLibre, Inc. [MELI]: Aftermarket

  • AppLovin Corporation [APP]: Aftermarket

  • Fortinet, Inc. [FTNT]: Aftermarket

  • Carvana Co. [CVNA]: Aftermarket

Economic Reports:

  • FOMC Meeting: 2:00 pm

  • Fed Chair Powell Press Conference: 2:30 pm

  • Consumer Credit [March]: 3:00 pm

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Ride Hailing

Uber Slips as Sales Disappoint But Outlook Remains Strong

Uber Technologies (NYSE: UBER) shares are down over 3.5% in premarket trading after the company reported first-quarter revenue below analyst estimates, overshadowing upbeat projections for the months ahead.

Revenue rose 14% year-over-year to $11.53 billion, missing the consensus estimate of $11.62 billion.

Despite the top-line miss, Uber guided for second-quarter gross bookings between $45.75 billion and $47.25 billion, exceeding Wall Street’s $45.83 billion expectation.

Strong travel demand—including airport trips and commuter rides linked to office returns—continues to support its core ride-hailing business.

The company’s new $2.99 “Price Lock Pass” also aims to draw in budget-conscious users, competing with a similar offering from Lyft.

Segment-wise, delivery revenue jumped 18%, matching analyst forecasts, while ride-hailing revenue climbed 15%. However, freight business sales dipped by about 2%.

Uber anticipates second-quarter adjusted EBITDA between $2.02 billion and $2.12 billion, slightly above the $2.04 billion forecast.

Currency fluctuations are expected to shave 1.5% off gross bookings, with a larger 3% impact on Mobility earnings due to a stronger U.S. dollar.

Uber is also ramping up its investment in autonomous vehicle technologies, expanding its relationship with Alphabet's Waymo and forming new alliances with startups like WeRide, Pony AI, and Avride.

Media & Entertainment

Disney Shares Rise After Strong Park Revenue and Streaming Subscriber Gains

The Walt Disney Company (NYSE: DIS) delivered better-than-expected quarterly earnings today morning, powered by increased spending at its U.S. theme parks and a surprising bump in Disney+ subscriptions.

For the January–March period, Disney posted adjusted earnings of $1.45 per share, surpassing analyst projections of $1.20.

Revenue climbed 7% to $23.6 billion, slightly above expectations of $23.14 billion. Operating income reached $4.4 billion for the quarter.

The entertainment giant added 1.4 million new Disney+ subscribers, reversing earlier expectations of a decline following a recent price hike.

Hulu also gained 1.1 million subscribers. Operating income in the streaming segment surged to $336 million from $47 million a year earlier.

Theme parks and cruise operations also performed well. Operating income in the Experiences segment rose 9% to $2.5 billion, driven by higher guest spending at U.S. parks and strong demand for its new cruise ship, the Disney Treasure.

Disney reaffirmed its full-year outlook, projecting $5.75 in adjusted earnings per share—a 16% increase over the previous fiscal year. It maintained targets for 6–8% operating income growth in parks and double-digit growth in entertainment.

Shares of Disney are up 6.2% in premarket trading.

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Automation Solutions

Emerson Sees Solid Order Growth and Boosts EPS Forecast

Emerson (NYSE: EMR) posted a solid second-quarter performance for fiscal 2025 today, with improved earnings and cash flow, and announced an updated full-year outlook along with plans to return $2.3 billion to shareholders.

Adjusted earnings per share rose 9% year-over-year to $1.48, while net sales increased 1% to $4.43 billion. Underlying orders grew by 4%, signaling a positive momentum heading into future quarters.

However, GAAP earnings per share dropped 9% to $0.86, largely due to transaction-related costs tied to Emerson’s March 12 completion of the AspenTech acquisition.

Operational cash flow for the quarter climbed 13% to $825 million, and free cash flow grew 14% to $738 million, reflecting stronger efficiency and capital management.

For fiscal 2025, Emerson now expects roughly 4% growth in net sales and projects adjusted earnings per share in the range of $5.90 to $6.05.

The company plans to return $2.3 billion to shareholders this year, including $1.1 billion in buybacks and $1.2 billion in dividends. A quarterly dividend of $0.5275 per share will be paid on June 10.

Emerson also concluded a strategic review of its Safety & Productivity division and opted to retain the segment, citing strong profitability and cash generation.

Shares of the firm are up 3% in premarket trading.

Movers and Shakers

New Century Logistics (BVI) Limited [NCEW] - Last Close: $2.23

New Century Logistics (BVI) Ltd. is a freight forwarding company. Its revenue has declined in recent years but the stock has been performing strongly with nearly 50% growth in the last month.

NCEW is up 150% in premarket trading today because it signed an MoU with Soradynamics to develop a drone logistics system to reduce last-mile delivery costs.

My Take: While the firm has shown promising revenue growth in recent quarters, its slim profit margins and recent earnings decline mean that investors should be careful while investing in this stock.

CuriosityStream Inc. [CURI] - Last Close: $3.30

CuriosityStream Inc. is a factual streaming platform offering science, history, and technology documentaries. The stock is up 115% YTD, and the firm has seen significant improvement in its profitability in recent quarters.

Its shares are rising 22% in early trading today due to its strong Q1 results, which showed a big increase in content licensing revenue, especially from AI model training deals.

My Take: CuriosityStream's pivot to content licensing is paying off, but sustaining growth will require continued innovation and strategic partnerships. Keep this stock on your radar for future growth.

Purple Innovation, Inc. [PRPL] - Last Close: $0.74

Purple Innovation is a mattress and sleep product company. While its revenue has consistently declined in recent years, its margin has improved in the last few quarters.

The stock is up 16% in premarket trading today after announcing an expanded partnership with Mattress Firm, which will more than double Purple's retail footprint.

My Take: While Purple has been facing challenges in a competitive market, its latest tie up and the company's "Path to Premium" strategy demand a closer look from investors. Be sure to put this one on your watchlist.

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Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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