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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.

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

ELF Beauty is trending after strong earnings and raised guidance were overshadowed by a market reaction many attribute to a recent Super Bowl commercial. The community is actively discussing this perceived overreaction, with many viewing the subsequent dip as a compelling buying opportunity.

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.

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 after Morgan Stanley initiated coverage with an Overweight rating, highlighting its strategic pivot to AI data centers, strong power infrastructure, and deals with major hyperscalers like Google. The community is actively discussing the company's significant growth potential, the increasing disconnect from Bitcoin price action, and the possibility of short squeezes.

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.

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.

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 currently trending due to a significant earnings beat and exceptionally strong guidance, fueled by robust demand for its optical components essential for AI data center infrastructure. The community is polarized, with bulls highlighting the company's critical role in the AI build-out and massive analyst upgrades, while bears warn of extreme overvaluation and an inevitable market correction.

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 seeing heavy discussion following its Q4 earnings report, which delivered mixed results with a revenue miss but strong profitability and conservative future guidance, triggering a significant sell-off. The community is actively debating whether the sharp decline is an "overreaction" and a "buying opportunity" based on the company's AI-powered model and fundamentals, or if it reflects broader market skepticism towards fintechs.

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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U.S.-listed Unilever was in the spotlight this week after subsidiary Ben &amp; Jerry’s accused its parent of ousting its CEO David Stever for his political activism.Ben &amp; Jerry's reportedly said Unilever informed earlier this month that it would be &nbsp;"removing and replacing" Stever, without the requisite board approval mandated as per its earlier merger agreement with Unilever.The Wall Street Journal <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/ben-jerrys-founders-say-they-stand-behind-ousted-ceo-487793c3">reported </a>on Thursday that the ice cream makers’ founders, Ben Cohen and Jerry Greenfield, have also this week sent a message of support to the company’s employees.“Dave has been a tireless champion of this company and its progressive values,” said the founders, who are no longer members of the brand’s independent board, WSJ reported. “We believe there’s no one better to lead Ben &amp; Jerry’s at this moment in its history.”The report noted that Ben &amp; Jerry’s alleged that the ouster was unrelated to any job performance issues, and that Unilever had allegedly violated the terms of a merger agreement.According to several media reports, the ice cream company had filed a lawsuit in the U.S. District Court for the Southern District of New York saying the latter had "repeatedly threatened Ben &amp; Jerry's personnel, including CEO David Stever, should they fail to comply with Unilever's efforts to silence the social mission.”Sentiment on Stocktwits stayed ‘cautious’ on Thursday. Message volume remained in the ‘extremely low’ zone.<figure class="image"><img style="aspect-ratio:1308/326;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_21_at_2_10_51_PM_png_464c1c5347.webp" alt="Screenshot 2025-03-21 at 2.10.51 PM.png" width="1308" height="326"><figcaption>UL sentiment meter and message volume on March 20</figcaption></figure>One watcher on Stocktwits remarked that political activism had no place in business.<stembedurl>https://stocktwits.com/Werethealiens/message/608716765</stembedurl>Ben &amp; Jerry's has been known to support progressive issues, including LGBTQ+ rights and climate change.Unilever bought Ben &amp; Jerry in 2000 in a merger deal that mandated its board would try to uphold its brand's values and mission.Unilever also recently announced that CEO Hein Schumacher is stepping down from his position by mutual agreement.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Unilever’s Retail Followers Stay Cautious As Ben & Jerry's Alleges CEO David Stever’s Ouster Linked To Political Activism

WSJ reported on Thursday that the ice cream makers’ founders, Ben Cohen and Jerry Greenfield, have also sent a message of support to the company’s employees.

Equity

U.S.-listed shares of Unilever were in the spotlight Tuesday after the company announced CEO Hein Schumacher is stepping down from his position by mutual agreement, with retail sentiment turning cautious.US shares of Unilever were down 0.8% on Tuesday, falling 0.20% in after-hours trading.Schumacher will leave the company on May 31, said the company. Unilever CFO and executive director Fernando Fernandez has been named CEO effective March 1.There is no change to Unilever’s 2025 outlook or the company’s medium-term guidance, the conglomerate said.Prior to becoming CFO in January 2024, Fernandez served as president of Beauty &amp; Wellbeing, one of Unilever’s fastest-growing businesses, the company said. He also served as president Latin America, CEO Brazil and CEO Philippines.“On behalf of the board, I would like to thank Hein for resetting Unilever’s strategy, for the focus and discipline he has brought to the company and for the solid financial progress delivered during 2024. Hein introduced and led a significant productivity programme and the commencement of the Ice Cream separation, both of which are fully on track,” said Unilever Chairman Ian Meakins.Meakins added the company’s “growth action plan (GAP)” has put Unilever on a path to higher performance. The plan introduced in 2023 includes a focus on improving operating performance and competitiveness.Meakins said of Fernandez’s record that the board was “impressed” with his “decisive and results-oriented approach” and noted his strong track record of performance and portfolio management.Sentiment on Stocktwits turned ‘neutral’ from ‘bullish’ a day ago. Message volume was ‘extremely low’<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_26_at_6_40_41_AM_f6dd0cb6b8.png" alt="Screenshot 2025-02-26 at 6.40.41 AM.png">According to a CNBC <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/02/25/unilever-ceo-schumacher-to-step-down-after-less-than-two-years.html">report</a>, Unilever had a weak start in 2025 after it posted weaker-than-expected sales numbers.The company also is in the process of separating Ben and Jerry’s and Magnum in its ice cream unit via a demerger with plans to list them in Amsterdam, London and New York.<a href="https://stocktwits.com/symbol/UL">Unilever stock </a>is down 1.41% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Unilever CEO Steps Down, Sends Retail Sentiment Into Wait-And-See Mode

CFO and executive director Fernando Fernandez has been named CEO effective March 1

Shares of Anheuser-Busch InBev (<a class="mention" data-mention="$BUD" data-symbol-id="BUD" href="https://stocktwits.com/symbol/BUD" target="_blank">$BUD</a>) dropped over 1% on Monday afternoon, on track to mark their fifth consecutive day of losses.&nbsp;This slide follows underwhelming&nbsp;third-quarter (Q3) results reported last week, with sales volume dipping 2.4% year-over-year&nbsp;(YoY) due to weak demand in China and Argentina.&nbsp;Revenue for the quarter grew 2.1% organically to $15.6 billion — missing the 3.5% growth expected by analysts — though&nbsp;earnings per share (EPS) rose 14% to $0.98, slightly above the forecasted $0.92.Following the earnings report, Barclays and Citi cut their price targets on AB InBev shares, lowering their expectations to €69.22 and €67, respectively, though both firms maintained ‘Overweight’ and ‘Buy’ ratings.&nbsp;U.S. sales increased by 1.8%, supported by price hikes and an extra selling day, with Michelob Ultra and Busch Light contributing to market share gains.&nbsp;However, sales volume in the U.S. declined 0.4%&nbsp;YoY, reflecting ongoing consumer backlash after the Bud Light controversy involving transgender influencer Dylan Mulvaney last spring.<figure class="image"><a href="https://stocktwits.com/news-articles/markets/equity/bud-stock-falls-after-price-target-cuts/cJExZNkR9d"><img style="aspect-ratio:1318/314;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/BUD_stock_sentiment_and_message_volume_on_Nov_5_13ae56441a.png" alt="BUD stock sentiment and message volume on Nov 5 as of 1:45 pm ET" width="1318" height="314"></a><figcaption>BUD stock sentiment and message volume on Nov 5 as of 1:45 pm ET | source: Stocktwits</figcaption></figure>Retail sentiment on Stocktwits leaned ‘bearish’ on Monday afternoon, with several messages turning political amid the upcoming U.S. election.&nbsp;<stembedurl>https://stocktwits.com/DesiHFM/message/590723857</stembedurl><stembedurl>https://stocktwits.com/nabisko7/message/590820794</stembedurl><stembedurl>https://stocktwits.com/KingGow/message/590733451</stembedurl>ADR shares of AB InBev are down over 8% year-to-date.For updates and corrections, email&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>Read next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/root-stock-surges-after-ubs-price-target-hike/cJExkNJR92">Root’s Stock Shoots Up After Price-Target Hikes: Here's How Retail's Reacting</a>

Following the earnings report, Barclays and Citi cut their price targets on AB InBev shares.

Budweiser Parent's Stock Loses More Kick After Price-Target Cuts: Retail Also Worries

This slide follows underwhelming Q3 results reported last week.

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