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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending intensely following a lawsuit from Novo Nordisk over alleged compounded drug infringements and increased FDA scrutiny, prompting the company to halt its newly launched oral weight-loss pill. The community is sharply divided, with many viewing this as a severe setback impacting growth and leadership, while others see it as an overdone reaction, presenting a potential opportunity for the diversified telehealth platform.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending due to high anticipation for its imminent Q4 earnings report, with the community actively debating its 'undervalued' status and potential for a short squeeze. Investors are optimistic that strong results, backed by its AI-driven lending model, could finally align the stock price with its perceived strong fundamentals.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending as news of an extended $250 million capital runway through 2028 and a new cotton traceability collaboration fuels intense debate among investors. While many anticipate a significant short squeeze given its low float and history of parabolic moves, others express caution over potential dilution and view the rally as speculative.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending due to a mixed financial report, where solid past performance was tempered by a conservative revenue outlook, exacerbating community debate over the company's valuation and the broader SaaS sector's vulnerability to AI advancements. Many investors are weighing whether the stock is an oversold opportunity or if headwinds, including perceived unutilized buybacks, suggest further pressure on the work management software provider.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending after its strategic acquisition of AI vision firm StereoLabs, which the community views as a smart move that expands its unified digital lidar and software platform to offer a complete perception solution for physical AI across diverse applications. This pivotal deal reinforces Ouster's path to profitability and leadership in sectors like robotics, industrial, and smart infrastructure, amidst ongoing discussions about its strong financials and undervalued status.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is generating significant conversation following its Q4 '25 earnings, which reported a loss but offered 2026 cost reduction guidance, compounded by intense community speculation surrounding a potential strategic partnership with POSCO. Investors remain sharply divided, with many bullish on high HRC steel prices and expiring unfavorable contracts, while others express skepticism over past performance and recent share dilution in the context of broader US steel tariffs.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf (WULF) is trending sharply after Morgan Stanley initiated coverage with a bullish $37 price target, recognizing its strategic expansion into AI/HPC data centers and recent acquisition of new power generation sites. The community is actively discussing WULF's strong infrastructure play and significant partnership with Google, solidifying its position beyond traditional Bitcoin mining amid high AI demand.

Republic Airways Holdings, Inc. is a holding company that engages in the provision of passenger airline services. The airlines provide fixed-fee flights operated under their codeshare partners brands: American Eagle, Delta Connection, and United Express. The company was founded in 1974 and is headquartered in Indianapolis, IN.

Republic Airways Holdings Inc.

RJET is trending amid intense community discussion following the Mesa merger, which sees major carriers now as owners, fundamentally altering future contracts and sparking deep value interest. However, recent escrow share distribution from the merger is drawing significant criticism, with many feeling common shareholders received negligible benefit compared to larger stakeholders.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc. is trending after a significant stock drop, fueled by a short-seller's report alleging financial improprieties and concerns over a projected revenue decline, even as the company denies the claims and maintains a strategy of improving margins through strategic partnerships in AI and cloud. The community is actively debating if the sell-off is an overreaction, pointing to strong analyst targets and the ongoing business transformation for long-term value.

Dynatrace, Inc. engages in the advancing observability for today’s digital businesses, helping to transform the complexity of modern digital ecosystems into powerful business assets. By leveraging AI-powered insights, Dynatrace enables organizations to analyze, automate, and innovate faster to drive their business forward. The company was founded by Bernd Greifeneder in 2005 and is headquartered in Boston, MA.

Dynatrace Inc

Dynatrace is trending due to quarterly results exceeding estimates and elevated guidance, amplified by a new substantial share repurchase program. The community is actively discussing this strong performance, seeing it as validation for its AI-powered observability platform.

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1 Reason Why Arm Holdings Stock Could Soar

Key PointsArm said data center royalty revenue more than doubled in its most recent quarter...

ARM Sees Unusually Large Options Volume (NASDAQ:ARM)

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Get Free Report) was the recipient of some unusual options trading on Friday. Stock investors purchased 90,892 call options on the company. This...

Why Arm Holdings Stock Was Moving Higher Again Today

Key PointsThe tech sector soared as the risk-on trade returned...

Is ARM Stock a Buy, Hold, or Sell After Stellar Q3 Earnings?

ARM's Q3 earnings beat estimates as revenues jump 26%, lifting shares and reinforcing confidence in durable growth despite margin pressure.

Company News for Feb 6, 2026

Companies in The News Are: NOW, ARM, QCOM, SHEL

Jones Financial Companies Lllp Increases Stake in ARM Holdings PLC Sponsored ADR $ARM

Jones Financial Companies Lllp grew its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 21.1% during the third quarter, according to its most recent 13F filing with the...

ARM (NASDAQ:ARM) Given New $145.00 Price Target at JPMorgan Chase & Co.

JPMorgan Chase & Co. cut their target price on shares of ARM from $180.00 to $145.00 and set an "overweight" rating for the company in a research note on Thursday...

ARM (NASDAQ:ARM) Price Target Lowered to $165.00 at TD Cowen

TD Cowen dropped their price objective on ARM from $190.00 to $165.00 and set a "buy" rating on the stock in a research report on Thursday...

<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

Equity

Nvidia Could Delay New GPU Due To Deepening Memory Crunch

Nvidia Could Delay New GPU Due To Deepening Memory Crunch News flow around the memory crunch is accelerating by the week, and the casualty list is growing. Just this morning, Qualcomm and Arm...

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Up 5%

Down 5%

Markets are hovering near key levels, making the next 5% move especially important for sentiment. A breakout higher could reinforce the bull case, while a 5% drop may signal rising risk and tighter conditions. Which comes first?

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Arm Holdings Plc.

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