Burlington stock, LendingTree and Hippo Holdings bucked the broader stock market selloff Thursday as shares powered higher on their Q4 results.
Burlington Stores reported a 12% increase in Q4 earnings to $4.07 per share adjusted on about 5% revenue growth to $3.27 billion.
Analysts polled by FactSet expected earnings of $3.77 per share on $3.24 billion in sales.
Burlington's comparable sales rose 6% for the quarter, outpacing the company's prior guidance for 0% to 2% growth.
"The outlook for 2025 is very uncertain and we will plan to manage our business accordingly," CEO Michael O'Sullivan said in the release. "That said, this is the kind of environment where the off-price model is at its best. We will manage our business cautiously and flexibly and be ready to react to whatever happens externally. This approach served us well in 2024 and we hope for the same in 2025."
For the first quarter, Burlington sees adjusted earnings between $1.30 to $1.45 per share on 5% to 7% revenue growth. Analysts predict earnings of $1.70 per share on 10% revenue growth.
Burlington expects 2025 sales growth to range from 6% to 8%, with adjusted earnings between $8.70 to $9.30 per share. FactSet forecasts full-year earnings of $9.43 per share on about 9% revenue growth.
BURL stock jumped 8.7% Thursday as the Dow Jones Industrial Average sloughed off more than 400 points. Burlington's move put shares above their nearly converged 50-day and 200-day moving averages.
Hippo Holdings
Home insurer Hippo reported earnings of $1.71 per share, improving from a loss of $1.76 per share last year, FactSet data shows.
Analysts expected a loss of 17 cents. Revenue spiked 58% to $102 million, beating estimates for $97.9 million.
Net premiums earned doubled to $77 million.
HIPO stock pared gains to 2.3%, after shares spiked 15.2% in early trade. Hippo attempted to break out above a 32.47 cup-with-handle buy point.
Hippo shares have jumped more than 13% in 2025.
LendingTree
LendingTree late Wednesday delivered earnings per share of $1.16 per share adjusted, up 314% from last year. Total revenue jumped 95% to $261.5 million.
FactSet analysts expected earnings of 55 cents per share on $236 million in revenue.
The company's insurance segment revenue leapt 188% for the quarter. Home segment revenue increased 35%, while revenue from the consumer segment increased 12%.
LendingTree expects Q1 revenue to range from $241 million to $248 million, compared to FactSet views for $242 million.
The financial service firm expects full-year revenue to range from $985 million to $1.03 billion, representing 9% to 14% revenue growth. Analysts polled by FactSet expect revenue of $1.01 billion for the year.
TREE stock rocketed 22.5% Thursday, rebounding above its 200-day line and topping an early entry at 47.79.
LendingTree has soared 27% in 2025.
In the current, unpredictable market, IBD suggests stocks with ATRs of 3 or below.
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