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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending following a significant plunge after an earnings miss and weak guidance, compounded by a CEO shake-up. The community is sharply divided, with some calling it an obsolete "dinosaur" while others view its low valuation and strong cash flow as a compelling buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its Q2 earnings significantly beat revenue and EPS estimates, coupled with an increased FY26 revenue forecast, fueling investor optimism for its role in AI infrastructure. Despite strong top-line growth and community calls of undervaluation, ongoing concerns about gross margin compression and alleged market manipulation remain key discussion points.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after beating earnings and revenue estimates, but a significant after-hours sell-off has ignited community debate, with many viewing it as market manipulation to destroy options before a rebound, while others point to high AI growth expectations and perceived modest guidance as catalysts for the dip.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending amidst reports of US security reviews stalling its H200 AI chip sales to China, leading to paused orders, while community discussion focuses on CEO Jensen Huang's denials of "drama" surrounding the company's significant investment plans with OpenAI.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is trending amid a sharp price decline to new lows, with community discussions largely centered on significant insider selling and the impending impact of lock-up expirations. While bulls view the current valuation as a compelling buying opportunity for a leading design platform integrating AI, bears are concerned about fundamental challenges and the stock potentially being rendered obsolete by broader AI advancements.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is trending due to a significant post-earnings sell-off that has exacerbated a broader downturn in the ad tech sector, with many in the community expressing frustration over management's conservative guidance and belief that the stock is oversold. Investors are actively discussing the disproportionate drop and eagerly awaiting clarity from the Google antitrust remedies and further monetization of CTV partnerships.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is actively trending ahead of its highly anticipated earnings, fueled by community debate over its positioning as the leading AI player against competitors and the mixed sentiment surrounding Waymo's recent valuation surge alongside new safety investigations.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a persistent sell-off driven by broader software sector weakness and sustained CEO share sales, even as bulls fiercely accumulate, convinced of its deeply undervalued position as a leader in Agentic AI and enterprise automation with robust fundamentals.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a sharp sell-off amid investor concern that Google's Project Genie AI for generating virtual worlds threatens its business. However, a significant portion of the community views this as an irrational overreaction and a prime buying opportunity, arguing that AI tools will ultimately enhance Unity's role in game development.

Perspective Therapeutics, Inc. is a medical technology and radiopharmaceutical company, which engages in the provision of treatment applications for cancers. The company was founded in 1983 and is headquartered in Seattle, WA.

Perspective Therapeutics Inc

Perspective Therapeutics (CATX) is experiencing heightened interest following its $175 million equity offering that secured significant institutional backing, strategically funding its oncology pipeline. This development, alongside a key competitor's program deprioritization, is driving extensive community discussion about CATX's strengthened position and potential for a premium buyout in the radiopharmaceutical market.

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Jefferies upgraded its rating on PVH Corp (PVH), the fashion company that runs Tommy Hilfiger and Calvin Klein, to 'Buy', citing its improving business prospects.PVH shares rose 8.4% to their highest level in about four months.The investment firm upgraded its rating from 'Hold' and also bumped the price target to $105 from $70 earlier, according to The Fly. The new target signals a 20% upside to PVH's last closing price.Jefferies noted that PVH’s new leadership efforts and the easing of prior one-time challenges are expected to restore sales growth to the low single digits — a key factor supporting the stock.The firm also anticipates that cost reductions and share repurchases will help drive earnings growth into the high single digits this year.PVH had announced a $500 million buyback plan last month.Jefferies' upgrade follows&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-stock-soars-after-hours-on-q4-beat-strong-2025-view/chf2gnPRb4U">strong results</a> from PVH for the last quarter.Revenues declined less than expected, at 4.8%, and profit exceeded expectations.CEO Stefan Larsson said in April that PVH was making headway with consumers in its key markets, such as North America, Europe, and Asia Pacific.On Stocktwits, retail sentiment turned 'bullish' from 'bearish' the previous day, and message volume rose to 'high.'<figure class="image"><img style="aspect-ratio:632/68;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_15_at_8_46_39_AM_png_52848765c4.webp" alt="Screenshot 2025-05-15 at 8.46.39 AM.png" width="632" height="68"><figcaption>PVH sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/PVH">PVH stock</a> is down 17.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past a Tommy Hilfiger luxury fashion label store in Knightsbridge on February 17, 2025 in London, United Kingdom. (Photo by John Keeble/Getty Images)

Jefferies Upgrades To PVH To 'Buy' On Expected Return To Sales Growth: Retail Turns Bullish

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.

Equity

The analyst said new leadership efforts and easing prior one-time challenges are expected to boost sales and stock price.


PVH Corp (PVH) shares surged 16.2% in after-hours trading on Monday, after the company reported better-than-expected fourth-quarter results and provided an upbeat forecast, even as retail investors took a bearish view."In a challenging macro, we delivered another year of strong profitability in North America, drove sequential improvements in our wholesale order books in Europe while improving our quality of sales, and we achieved our third consecutive year of growth in Asia Pacific, on a constant currency basis," CEO Stefan Larsson said in a statement.The company, which owns brands such as Tommy Hilfiger and Calvin Klein, said revenue fell 4.8% to $2.37 billion. Analysts had estimated $2.33 billion, from LSEG/Reuters.Adjusted earnings of $3.27​​ per share were higher than the $3.21 per share estimate.Fourth-quarter revenue was impacted by a 3% decline from the extra week in 2023 and a 1% drop from the sale of its Heritage Brands women’s intimates business, the company said.For fiscal 2025, PVH said it expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.It projected adjusted earnings of $12.40 to $12.75 per share, higher than the estimate of $11.68.PVH also announced a $500 million share repurchase plan.The earnings report, however, did not include commentary on the potential impact of the U.S. trade tariffs, which have weighed the outlook for all kinds of retailers, and the risks to the company's business in China.The Asian country recently added PVH to its “Unreliable Entity” list due to certain alleged mispractices, and the characterization could attract penalties and restrictions.Details are expected during PVH's analyst call on Tuesday at 9 a.m. ET.On Stocktwits, retail sentiment for PVH notched lower in the 'extremely bearish' territory, with 'extremely high' message volume.A user said that PVH is not a safe bet owing to its high dependence on Chinese factories and a broadly&nbsp;weak market.<stembedurl>https://stocktwits.com/Malecat/message/609864891</stembedurl>Another user said the buyback could send the stock to $120 to $140 in three to six months.<stembedurl>https://stocktwits.com/LittleIslandforBoys/message/609868069</stembedurl>As of Monday's close, shares of the company are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Stock Soars After-Hours On Q4 Beat, Strong 2025 View: Retail Awaits More Details From Earnings Call

For fiscal 2025, PVH expects revenue to be flat to slightly higher compared to 2024 on both a reported and constant currency basis.

PVH Corp (PVH) is expected to report another quarter with negative revenue growth on Tuesday, underscoring the continued weakness in demand for premium apparel and accessories.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein, and Heritage Brands, is scheduled to report fourth-quarter results before the markets open.Adjusted sales during the period are expected to drop 6.3% to $2.33 billion, according to analyst estimates from Koyfin. Growth was negative in all of the preceeding three quarters.Adjusted earnings per share (EPS) is seen at $3.21 compared to $3.72 a year ago.Shares of the company closed nearly 3% lower on Friday and fell further in after-hours trading.Besides its view on wider demand trends, PVH’s comments on its situation in China will be closely monitored, according to analysts.Last month, China added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses, particularly concerning a boycott of Xinjiang-sourced cotton.This designation may lead to fines, trade restrictions, and investment limitations, jeopardizing PVH’s access to Chinese manufacturing and consumers.China represented 6% of PVH’s sales and 16% of its earnings before interest and taxes (EBIT) in 2023, although the risk to its manufacturing base is the bigger concern.Last week, at least two analysts, Citi and Telsey Advisory,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pvh-corp-falls-after-citi-telsey-cut-price-targets/chJGAdORb3B">lowered</a> their price targets on the company, citing a lack of visibility in the Chinese market.On Stocktwits, the retail sentiment improved to 'neutral' from 'bearish a week back, while message volume was 'high'.<figure class="image"><img style="aspect-ratio:716/169;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_31_at_1_56_37_PM_png_5e06fb1f17.webp" alt="Screenshot 2025-03-31 at 1.56.37 PM.png" width="716" height="169"><figcaption>PVH sentiment and message volume as of March 30 | Source: Stocktwits</figcaption></figure>One user said that core brands Tommy and Calvin look resilient despite macro challenges, and they would buy the stock on the dip if the China issue clears.<stembedurl>https://stocktwits.com/NVDAMillionaire/message/609644692</stembedurl>PVH shares are down 39% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Expected To Report Revenue Degrowth in Q4, China Situation In Focus: Retail Investors In Wait-And-Watch Mode

China has added PVH to its “Unreliable Entity” list due to its alleged discriminatory measures against Chinese businesses. The title may attract fines and restrictions.

Shares of PVH Corp (PVH) closed 3.6% lower on Tuesday and fell further in post-market hours trading after at least two Wall Street analysts cut their price&nbsp;targets.PVH, the parent of apparel and accessory brands Tommy Hilfiger, Calvin Klein and Heritage Brands, is scheduled to report fourth-quarter results on April 1.On Tuesday, Citi lowered its PT on the company's shares to $72 from $123, and maintained a 'neutral' rating, according to The Fly.&nbsp;Telsey Advisory lowered its PT to $90 from $130 while keeping an 'outperform' rating.The volatile macro environment and lack of visibility in China could lead PVH to guide sales and EBIT (earnings before income and tax) margin flat to down, Citi analysts said in their note.They added that although expectations from PVH are low, with China's overhang likely to remain, investors may be hesitant to invest in the stock.The company has faced challenges, including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.&nbsp;&nbsp;Additionally, it has been navigating a complex retail landscape marked by macroeconomic challenges, particularly in Europe.Telsey analysts said they were pleased with PVH's initiatives to boost consumer engagement and marketplace sales, which would aid gross margins.On Stocktwits, the retail sentiment improved marginally but held in the 'bearish' territory. Message volume jumped 700% in the past 24 hours.<figure class="image"><img style="aspect-ratio:745/183;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_2_23_32_PM_png_fa3c97831e.webp" alt="Screenshot 2025-03-26 at 2.23.32 PM.png" width="745" height="183"><figcaption>PVH sentiment and message volume as of March 25, 2025 | Source: Stocktwits</figcaption></figure>A user posted that, following the PT revisions, the company might not be looking good heading into the earnings.<stembedurl>https://stocktwits.com/BullYa/message/609158588</stembedurl>Another countered by saying the company had good fundamentals.<stembedurl>https://stocktwits.com/Fizz26/message/609026961</stembedurl>PVH shares ended at $66.78 on Tuesday, down 37% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

PVH Corp Falls After Citi, Telsey Cut Price Targets Ahead Of Q4 Print: Retail Mood Bearish

PVH has faced challenges including being blacklisted by China’s Ministry of Commerce over alleged boycotts of Xinjiang cotton products, impacting its operations in the country.

American Eagle Outfitters ($AEO) stock was down more than 13% on Thursday after the clothing company posted earnings below consensus Wall Street estimates, dampening retail sentiment. Earnings per share came in at $0.41, below the $0.47 analysts were expecting. Revenue stood at $1.29 billion, also below the estimated revenues of $1.3 billion, according to Stocktwits data.&nbsp; The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift.&nbsp; Comparable sales increased 3% in the third quarter. Fourth-quarter comparable sales are expected to be up by 1%, the company said, adding that revenues are expected to decline 4%.&nbsp; The decline will reflect the $85 million impact from the combination of the retail calendar shift and one less selling week, the company has said. Retail sentiment on the stock swung to 'extremely bearish' (8/100) from 'extremely bullish' (94/100) a day ago. Message volumes continued to be 'extremely high.'&nbsp; <stembedurl>https://stocktwits.com/Bnm123456/message/595202321</stembedurl> The company also recorded an $18 million impairment and restructuring charge in the third quarter. The company has reportedly taken additional steps to streamline its corporate cost structure, changing its Hong Kong retail operations from company-owned to a licensed model. "Led by a strong back-to-school season, we achieved comparable sales growth across brands and channels and delivered adjusted operating income at the high end of our guidance range,” Jay Schottenstein, AEO’s executive chairman and CEO, said in a statement.&nbsp; “We have entered the holiday season well positioned, with our leading brands offering high-quality merchandise, great gifts, and an outstanding shopping experience across channels. Key selling periods have seen a positive customer response, yet we remain cognizant of potential choppiness during non-peak periods," he added. American Eagle Outfitters' apparel brands include &nbsp;American Eagle, Aerie, OFFL/NE by Aerie, and Todd Snyder.&nbsp; American Eagle stock is down 4% year-to-date. For updates and corrections email newsroom[at]stocktwits[dot]com. &nbsp;&nbsp;&nbsp;

American Eagle Outfitters Stock Slides After Q3 Earnings Miss: Retail Sentiment Dampens

The apparel company's net revenue declined by 1%, attributed to the roughly $45 million of adverse impact it had due to a retail calendar shift. 

American Eagle Outfitters ($AEO) stock was up 1.68% ahead of its third-quarter earnings, lifting retail sentiment.Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion, according to Stocktwits data. American Eagle will release its third quarter fiscal 2024 results on Wednesday, after market close. For the second quarter, the company reported record second-quarter revenues of $1.3 billion, increasing 8% from the same period in 2023. EPS came in at $0.39, beating estimates of $0.38. A CNBC report noted an earlier calendar shift positively impacted its second-quarter sales by $55 million, observing the sales increase would otherwise have been slimmer.American Eagle CFO Mike Mathias has previously stated its full-year guidance of around 4% comparable sales growth and 2-3% revenue growth, reflecting confidence in its core business trajectory.Retail sentiment on the stock improved to ‘extremely bullish’ (95/100) from ‘neutral’ (48/100) a week ago. Message volumes increased to ‘extremely high’ from ‘normal’.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_36_08_AM_1930df170a.png" alt="Screenshot 2024-12-05 at 1.36.08 AM.png"> Many users were expecting a huge earnings beat, according to a Stocktwits user poll.&nbsp;<figure class="image image_resized" style="width:65.58%;"><img style="aspect-ratio:1262/684;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_05_at_1_45_36_AM_4a62fb7f60.png" alt="Screenshot 2024-12-05 at 1.45.36 AM.png" width="1262" height="684"></figure>In October, JPMorgan lowered the apparel company’s price target to $27 from $29 and kept an Overweight rating, as part of its models update in the department store and specialty softlines group, the Fly.com <a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=AEO">reported.</a>Jay Shottenstein, executive chairman and CEO previously stated the company sees "the greatest opportunity in the history of the company" and expects it could grow from a $5 billion business to a $10 billion business in the next few years.<a href="https://stocktwits.com/symbol/AEO">American Eagle stock</a> is down 4% year-to-date. &nbsp;

Retail sentiment on the stock improved to ‘extremely bullish’ | Image source: Wikimedia Commons

American Eagle Outfitters Stock Rises Ahead of Q3 Earnings: Retail’s Optimistic

Wall Street analysts are expecting earnings per share of $0.47 on estimated revenues of $1.3 billion

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