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Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is buzzing with conversation after its recent financial update, which showcased impressive membership growth and an optimistic 2026 outlook, fueling bullish enthusiasm despite concerns over a quarterly performance miss and ongoing uncertainty surrounding broader healthcare policy.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending following strong Q4 earnings and a new share buyback, prompting community debate over its significant stock-based compensation and dilutive practices, particularly as reports circulate about Meta's Instagram developing a rival app.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amid a broad software sector sell-off, fueled by investor concerns that rapidly advancing AI will disrupt or replace traditional SaaS models. While some analysts and market participants argue that AI will enhance core enterprise software and point to a significant government contract, the community remains polarized between those calling it a "generational buying opportunity" and those fearing further valuation compression.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv (FISV) is actively trending as investors keenly await its earnings report, fueling intense community debate between those who believe the stock is deeply undervalued with a promising turnaround under new leadership, and others bracing for a significant drop mirroring previous disappointments and broader fintech sector headwinds. Significant options activity indicates widespread expectation of a volatile price movement following the announcement.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to its strong Q4 earnings beat and robust subscriber growth, alongside recent premium subscription price increases. The community is widely debating if these positive catalysts, coupled with new AI features and video content, can reverse the stock's recent downtrend and its perceived correlation with Netflix's performance, as many consider it oversold.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending due to the FDA's Complete Response Letter for its Hunter syndrome gene therapy, RGX-121, citing concerns over trial design, including natural history controls and the surrogate endpoint. This decision has ignited community debate, with many investors anticipating a substantial stock drop and others expressing frustration over the FDA's stringent approach to rare disease gene therapies.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork (UPWK) is trending sharply lower after providing a weaker-than-expected outlook, despite reporting a beat on its recent earnings. The community is actively debating if the platform is becoming obsolete due to advancing AI technology, while some view the sell-off as an overreaction and a buying opportunity.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is trending following strong Q4 2025 financial results and positive FY26 guidance, bolstered by recent FDA approvals for its oncology blockbusters Enhertu and Datroway, and groundbreaking Phase 3 data for hypertension treatment Baxdrostat. The community is actively discussing the company's strategic direct listing on the NYSE, along with significant investments in US manufacturing and an expanding obesity pipeline in China, all signaling a robust long-term growth outlook.

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 following a strong earnings report for Q3 fiscal year 2026, which surpassed expectations across key metrics, alongside the authorization of a $1 billion share repurchase program, sparking community discussion about a potential turnaround.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending after securing crucial Medicare coverage for its ultra-sensitive Molecular Residual Disease (MRD) test, marking a significant de-risking milestone for the company. The community is highly optimistic about this pivotal step, anticipating substantial revenue growth and further approvals to solidify Personalis's position in the rapidly evolving cancer diagnostics market.

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Magnite Inc. (MGNI) attracted strong retail chatter on Stocktwits on Monday as the shares of the omni-channel sell-side advertising platform provider jumped during the session.In Tuesday's early premarket session, the stock gave some of the gains as it traded down by over 0.50%.The New York-based company benefited from a positive analyst action, which sent its shares soaring by 14.31% on Monday, with the upside accompanied by more than twice the average volume.According to Investing.com, Rosenblatt Securities maintained a ‘Buy’ rating for&nbsp;<a href="https://stocktwits.com/symbol/MGNI">Magnite stock</a> and raised the price target to $39 from $18 on Monday.&nbsp;Analysts at the research firm expect the company to reap substantial benefits from the upcoming AdTech antitrust remedy and penalty phase against Alphabet, Inc.’s (GOOGL) (GOOG) Google.&nbsp;In late April, a judge ruled that Google violated U.S. antitrust laws by monopolizing the markets for publisher ad servers and ad exchanges, and by illegally tying its ad server to its ad exchange.The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements.&nbsp;Rosenblatt said the stock price hasn’t yet baked in the potential benefits.Additionally, analysts believe that the ruling against Google was strong, potentially withstanding appeals, if any, thereby creating a favorable environment for Magnite in the digital advertising ecosystem.Following Rosenblatt’s note, the message volume on the Magnite stream on Stocktwits increased by 6,800% over the 24 hours leading up to late Monday.&nbsp;Sentiment toward the stock remained ‘extremely bullish’ (79/100) by early Tuesday.<figure class="image"><img style="aspect-ratio:617/50;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_01_at_5_10_00_AM_png_03fb91a309.webp" alt="Screenshot 2025-07-01 at 5.10.00 AM.png" width="617" height="50"><figcaption>MGNI sentiment and message volume as of 5:10 a.m. ET, July 1 | source: Stocktwits</figcaption></figure>Magnite stock has gained over 51% this year, and it hit a multi-year high of $24.46 in Monday’s session.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-musk-would-head-back-home-to-south-africa-without-subsidies/chFW3YqRRrE">Trump Says Musk Would 'Head Back Home To South Africa' Without Subsidies — Tesla CEO Dares President To 'Cut It All'</a>

The Magnite logo is seen displayed on a smartphone screen.

Magnite Retail Chatter Spikes After Stock Hits Multi-Year Highs As Analyst Flags ‘Substantial’ Benefits From Google Adtech Antitrust Ruling

The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements. 

Equity

The benefits that Rosenblatt estimates could accrue as early as 2026, the analysts said, adding that it sees earnings improvement from behavioral remedies and potential proceeds from settlements. 


Atlassian Corp. (TEAM) stock has gained nearly 18% since the collaboration software services and tools provider reported a beat-and-raise quarter. An analyst said Friday he is “incrementally positive” on the stock but opted to stay on the sidelines.Macquarie analyst Steve Koenig upped his price target for <a href="https://stocktwits.com/symbol/TEAM">Atlassian stock</a> as the stellar fiscal year second-quarter performance prompted him to revise his estimates for the company upwardly.&nbsp;The analyst attributed the second-quarter beat to the conservative guidance approach, which accommodates macro and execution risks. He also noted that the company stuck with its conservative approach in its fiscal year 2025 guidance as new Chief Revenue Officer Brian Duffy took over the sales team.&nbsp;Koenig expects Atlassian to maintain its 2025 momentum, citing the stability in the quarterly revenue trends and the 15%-25% data center price increases on contracts renewing after Feb. 11.The analyst said, “We're incrementally more positive on the potential for continued momentum to set the company up for near-term outperformance and easier FY27 comparisons that don't require acceleration.He is also encouraged by the company’s ability to derive more value per seat, which will likely offset macro headwinds.That said, Koenig believes that the multiple now looks stretched. "We could become more constructive if we gain visibility into FY26 (upside) and/or a more attractive entry point for TEAM shares," he added.&nbsp;The updated price target of $317 suggests a less than 1% upside from current levels.Macquarie has a ‘Neutral’ rating on Atlassian stock.<figure class="image"><img style="aspect-ratio:632/138;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/team_sentiment_8b2dea7843.png" alt="team-sentiment.png" width="632" height="138"><figcaption>TEAM sentiment and message volume February 10, as of 2:17 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Atlassian stock turned ‘extremely bullish’ from merely ‘bullish’&nbsp; a day ago. The message volume remained at ‘normal’ levels.Atlassian stock ended Friday’s session down 1.48% at $314.28. The stock has gained over 29% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/roblox-under-active-sec-investigation-report-says-retail-braces-for-further-stock-decline/ch53xNzRtX">Roblox Under Active SEC Investigation, Report Says: Retail Braces For Further Stock Decline</a>

The Jira Cloud by Atlassian app page is displayed on a smartphone in the Apple App Store in front of the Atlassian Corporation logo on October 31, 2024 in Chongqing, China. 

Atlassian Analyst ‘Incrementally Positive’ On Stock Yet Remains On Sidelines: Retail Turns Increasingly Bullish

 Analyst Steve Koenig expects Atlassian to maintain its 2025 momentum, citing the stability in the quarterly revenue trends and the proposed 15%-25% data center price increases.

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