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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 after Novo Nordisk filed a lawsuit for alleged patent infringement over its compounded GLP-1 medications, intensifying regulatory pressure from the FDA and DOJ following the company's withdrawal of its oral semaglutide pill. The community is sharply divided between those who see this as a terminal blow to a "copycat" business model and others who view the sell-off as an overreaction, creating a potential "buy the dip" or "short squeeze" opportunity against big pharma.

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 is trending as Morgan Stanley initiated 'Overweight' coverage with a $37 price target, citing its strong power infrastructure and strategic pivot towards AI/HPC data center conversions. The community is anticipating continued growth and potential for a significant short squeeze, fueled by institutional confidence and its key partnership with Google.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending amidst intense community discussion driven by Tether's substantial investments and multi-year spending commitments, coupled with the transformative Northern Data acquisition positioning it as a significant AI and cloud infrastructure player. This robust backing, alongside the launch of Rumble Shorts and Wallet and the return of key content creators, is fueling widespread speculation about a massive short squeeze given historically high short interest.

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 trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

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 amid a significant downgrade by JPMorgan, reduced forecasts, a CFO departure, delayed financial filings, and allegations of financial impropriety from a short-seller. This has ignited intense community discussion, with some fearing severe financial issues while others see the sharp valuation drop as an overreaction and a potential buying opportunity.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following its strong Q3 earnings report, which significantly surpassed estimates and included a raised full-year outlook, attributed to robust brand growth and the successful Rhode launch. Despite these strong results, the stock saw an immediate post-earnings pop quickly reverse, sparking community debate about the unexpected sell-off being an overreaction or a sign of broader market pressures on growth stocks.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is experiencing significant momentum after reporting strong earnings and an optimistic outlook, driven by its critical role in the AI-fueled optical supercycle and increasing demand for co-packaged optics (CPO) and optical circuit switches (OCS), though some investors caution about its rapid valuation climb.

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 following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as Citron Research pounds the table on its leading AI agent security capabilities, specifically highlighting the Prompt Security acquisition as crucial for combating advanced threats like Clawbot. This bullish call, combined with recent GovRamp authorization, sparks lively debate among investors who see deep value at current multi-year lows despite persistent selling pressure and frustration over management.

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<ul class="summary-bullets"><li>In the three months through the end of September, Li delivered 93,211 vehicles, representing a 39.0% year-over-year decrease.</li><li>Adjusted net loss per American Depositary Share (ADS) was RMB0.36 in Q3, compared to earnings of RMB3.63 per ADS reported in the corresponding quarter of 2024.&nbsp;</li><li>For the fourth quarter, the company expects to deliver between 100,000 and 110,000 vehicles, representing a year-over-year decrease of 37.0% to 30.7%.</li></ul>Li Auto (LI) CEO Xiang Li stated on Wednesday that several challenges impacted the company over the three months through the end of September, including supply chain constraints, product lifecycle challenges, PR challenges, and changing policies, resulting in an unexpected loss.“All these factors have had a negative impact on our operations and deliveries,” he said. In the three months through the end of September, Li <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.lixiang.com/news-releases/news-release-details/li-auto-inc-announces-unaudited-third-quarter-2025-financial">delivered</a> 93,211 vehicles, representing a 39.0% year-over-year decrease.<h2 class="st-heading-2">Q3 Earnings</h2>Total revenues in the quarter came in at RMB27.4 billion ($3.87 billion), down 36.2% from RMB42.9 billion in the third quarter of 2024, but above the analyst estimate of RMB26.49 billion.Adjusted net loss per American Depositary Share (ADS) was RMB0.36 in the quarter, compared to earnings of RMB3.63 per ADS reported in the third quarter of 2024. Analysts on average had expected the company to report earnings of RMB0.64 per share.For the fourth quarter, the company expects to deliver between 100,000 and 110,000 vehicles, representing a year-over-year decrease of 37.0% to 30.7%, amid subdued demand and strong competition.Total revenue, meanwhile, is expected to be between RMB26.5 billion and RMB29.2 billion, representing a year-over-year decrease of 40.1% to 34.2%. This is below the analyst estimate of RMB36.99 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/LI">LI shares</a> traded 3% higher at the time of writing on Wednesday morning. On Stocktwits, retail sentiment around LI stock jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits user expressed surprise at the stock rising.<stembedurl>https://stocktwits.com/Kingofsting/message/637515375</stembedurl>Another highlighted that the positive stock reaction reflects how beaten down the shares already were.<stembedurl>https://stocktwits.com/topstockalerts/message/637526362</stembedurl>LI stock is down by 22% this year and by about 14% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/arrowhead-pharmaceuticals-stock-jumps-after-morgan-stanley-hikes-price-target/cL53te9REWo">Arrowhead Pharmaceuticals Stock Jumps 22% After Morgan Stanley Hikes Price Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]comExchange Rate: RMB1= $0.14

Employees adjust new energy vehicles at the workshop of Li Auto Changzhou Manufacturing Base on December 10, 2024 in Changzhou, Jiangsu Province of China. (Photo by Chen Wei/VCG via Getty Images)

Li Auto Posts Unexpected Loss In Q3 As EV Sales Drop

CEO Xiang Li highlighted challenges pertaining to the supply chain and product lifecycle, among others. 

Equity

Citi on Friday lowered its price target on Chinese EV maker Li Auto (LI) to $25.60 from $33.90 while keeping a ‘Neutral’ rating on the shares.The new price target still represents a 10% upside to the stock’s closing price on Thursday. Citi cut estimates to reflect Li's third-quarter (Q3) outlook missing expectations, as per TheFly. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li stock</a> jumped from ‘Neutral’ to ‘Bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:624/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_at_7_08_31_AM_png_e74a0ea2fe.webp" alt="LI's Sentiment Meter and Message Volume as of 7:08 a.m. ET on Aug. 29, 2025 | Source: Stocktwits" width="624" height="63"><figcaption>LI's Sentiment Meter and Message Volume as of 7:08 a.m. ET on Aug. 29, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user stated that they expect the shares ‘to eventually implode.’<stembedurl>https://stocktwits.com/QCExpert/message/626951407</stembedurl>On Thursday, Li Auto stated that it expects third-quarter (Q3) vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%. Li Auto delivered 30,731 vehicles in July, and the new third-quarter outlook suggests that the company expects to deliver a similar number of vehicles in the next two months, despite the introduction of new products.Total revenue is also expected to decrease by 42.1% to 38.8% in the quarter, ranging from RMB 24.8 billion ($3.5 billion) to RMB 26.2 billion, below the estimated RMB 26.26 billion. For the second quarter through the end of June, the company reported total revenues of RMB 30.2 billion, below the analyst estimate of RMB 31.82 billion.Adjusted and diluted net earnings per American depositary share (ADS) attributable to ordinary shareholders were RMB 1.37 in the second quarter, lower than an estimated RMB 1.73.LI stock is down 3% this year but up approximately 18% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/de-minimis-ends-today-heres-whos-likely-to-win-and-lose-after-us-tariff-shift/chtThciRdNB">De Minimis Ends Today – Here’s Who’s Likely To Win And Lose After US Tariff Shift</a>For updates and corrections, email newsroom[at]stocktwits[dot]comExchange Rate: RMB1= $0.14

People stop by the booth of the Chinese carmaker Li Auto during an auto show in Hangzhou. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)

Citi Lowers Price Target On This Chinese EV Maker After Disappointing Q3 Guidance: Retail Expects Shares To ‘Eventually Implode’

Citi’s new price target still represents a 10% upside to the stock’s closing price on Thursday.

Chinese EV maker Li Auto (LI) on Thursday said it expects a year-over-year decline in vehicle deliveries in the third quarter, even as it prepares to launch its i6 SUV in September, following the launch of its i8. &nbsp;Li Auto now expects vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%. Total revenue is also expected to decrease by 42.1% to 38.8%, ranging from RMB24.8 billion ($3.5 billion) to RMB26.2 billion.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li Auto</a> fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels. Nasdaq-listed shares of the company traded 4% higher at the time of writing.<figure class="image"><img style="aspect-ratio:621/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_at_12_43_28_PM_png_35f2ecab5e.webp" alt="LI's Sentiment Meter and Message Volume as of 12:43 p.m. ET on Aug. 28, 2025 | Source: Stocktwits" width="621" height="62"><figcaption>LI's Sentiment Meter and Message Volume as of 12:43 p.m. ET on Aug. 28, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user highlighted that the company’s missed earnings and reduced outlook won’t allow for a further rally.<stembedurl>https://stocktwits.com/Fomo66/message/626857750</stembedurl>Another user believes i8 and i6 will sell like “hot cakes.”<stembedurl>https://stocktwits.com/NephoriX/message/626845040</stembedurl>Li Auto is now gearing up to launch the i6, a five-seater all-electric SUV, after it began delivering its six-seater i8 SUVs earlier this month. CEO Xiang Li <a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.lixiang.com/news-releases/news-release-details/li-auto-inc-announces-unaudited-second-quarter-2025-financial">said</a> on Thursday during the earnings call that the company expects i8 deliveries to exceed 8,000 units by September. He said that the preparation for i6 is progressing smoothly and added that the product will expand the company’s lineup to cater to a broader audience base.“The model has a very attractive design. It drives very well. It balances comfort and sportiness and has an excellent space experience. It precisely meets the needs of younger consumers and has the potential to become our sales driver in the best segment,” President Donghui Ma said.Li Auto delivered 30,731 vehicles in July, and the new third-quarter outlook suggests that the company expects to deliver a similar number of vehicles in the next two months, despite the introduction of new products.For the second quarter, the company reported total revenues of RMB30.2 billion, below an analyst estimate of RMB31.82 billion.Adjusted and diluted net earnings per American depositary share (ADS) attributable to ordinary shareholders were RMB1.37 in the second quarter, lower than an estimated RMB1.73.LI stock is down by 2% this year but up by 32% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-to-collaborate-with-replicate-bioscience/chs6gO8Rdmx">This Pharma Major’s Stock Has Lost 59% Of Its Value In A Year – Why Is It Drawing Investor Interest Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Li Auto Announces Lower Q3 Delivery Outlook Despite New Vehicle Launches: Retail Sees i8, i6 Selling Like ‘Hot Cakes’

Li Auto now expects vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%.

Macquarie analyst Eugene Hsiao downgraded Li Auto (LI) to ‘Underperform’ from ‘Neutral’ on Friday, citing rising competitive pressures.The firm also lowered the price target to $21 from $28, implying a downside of about 10.5% from the stock’s closing price on Thursday.Li looks set to miss "lagging" sell-side second-quarter estimates for revenue, while the third-quarter consensus volume estimate of 139,000 units "appears stretched," the analyst told investors. In addition, management needs to provide a clear strategy on how to reset growth ahead of the launch of the i6 SUV in September, which will be competing directly with "best-sellers" like the Tesla (TSLA) Model Y and Xiaomi YU7, the analyst said, as per TheFly.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li stock</a> stayed unchanged within ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:573/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_22_at_9_19_49_AM_png_6223746c67.webp" alt="LI's Sentiment Meter and Message Volume as of 9:20 a.m. ET on Aug. 22, 2025 | Source: Stocktwits" width="573" height="60"><figcaption>LI's Sentiment Meter and Message Volume as of 9:20 a.m. ET on Aug. 22, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user termed Li the ‘Blackberry of the EV market.’<stembedurl>https://stocktwits.com/Hannibalblade/message/626163369</stembedurl>Another user expects the stock to soon fall below $20.<stembedurl>https://stocktwits.com/Avj90/message/626160368</stembedurl>Li Auto is slated to report its second-quarter (Q2) earnings on August 28. In the three months through the end of June, Li delivered 111,074 vehicles, below its delivery outlook of 123,000 and 128,000 vehicles provided in May. However, the company updated its delivery outlook to about 108,000 units a few days before the close of the quarter, citing the temporary impact of the company’s sales system upgrade to support long-term growth.Wall Street expects Li to report revenue of $4.5 billion for Q2, up from the $4.4 billion reported in the corresponding quarter of 2024, and adjusted earnings per share of $0.24, up from $0.20 reported in Q2 2024, according to Koyfin.NASDAQ-listed shares of Li are down by 2% this year but up by about 12% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/moderna-gets-clearance-to-deliver-spikevax-covid-19-vaccine-in-canada/chsZ5TqRd0y">Moderna Gets Clearance To Deliver Updated Spikevax COVID-19 Vaccine In Canada</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

This Stock Just Got Downgraded By Macquarie On Rising Competition In Chinese Market – Do You Own It?

Macquarie lowered its price target on the stock to $21 from $28, implying a downside of about 10.5% from the stock’s closing price on Thursday.

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