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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending following its Q4 2025 earnings report, which presented mixed results; while headline EPS and revenue missed expectations, community bulls are strongly emphasizing significant beats in Annualized Run Rate, active power capacity, positive adjusted EBITDA, and robust 2026 guidance for massive AI infrastructure expansion, further bolstered by a strategic AI acquisition.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as its oral obesity drug, VK2735, will advance directly into Phase 3 trials, significantly accelerating its market timeline. This news has intensified community discussion around its "best-in-class" potential and the increased likelihood of a major partnership or acquisition, particularly given the large short interest and the vast, competitive weight loss drug market.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending after securing FDA approval for its Optune Pax device to treat locally advanced pancreatic cancer, marking the first new therapy for this challenging indication in nearly three decades. The community is actively discussing its potential for significant upside, with some analysts raising price targets, though others remain cautious about the commercial impact despite the critical need for new treatments.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending amid high anticipation for imminent Japan PMDA approval and recent positive news regarding a second successfully treated GBM patient. The community is increasingly bullish, citing growing institutional accumulation and the transformative potential of its Alpha DaRT technology, which demonstrates broad efficacy across solid tumors.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is attracting significant attention following reports of a Romania project approval and a new TVA deployment MOU, coupled with a notable BlackRock stake increase and a "Buy" rating from Texas Capital, driving community speculation on its long-term potential to power AI data centers amid talks of a short squeeze.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after reporting record quarterly and annual results, marking its first profitable fiscal year, and highlighting AI agent traffic as a significant tailwind for its edge computing services. The community is actively discussing the company's accelerating growth, improving profitability, and perceived undervaluation relative to peers, with many seeing a significant rerating ahead for the edge computing provider.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is seeing strong community discussion and a significant rally following its better-than-expected Q4 earnings and robust adjusted EPS guidance for Q1 and FY26, as investors weigh the positive outlook against lingering challenges with the HEYDUDE brand.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending following an earnings report where strong AI infrastructure demand drove revenue and EPS beats, alongside raised full-year guidance, but a lower-than-expected gross margin forecast, impacted by rising memory costs, has led to a market pullback. The community is now debating whether the company's significant AI tailwinds will quickly overcome these margin pressures and ongoing competitive challenges.

BridgeBio Pharma, Inc. engages in identifying and advancing transformative medicines to treat patients who suffer from Mendelian diseases. Its pipeline of development programs includes product candidates ranging from early discovery to late-stage development. The company was founded by Charles Homcy, Francis Patrick McCormick, Philip Reilly, and Neil Kumar in 2015 and is headquartered in Palo Alto, CA.

BridgeBio Pharma Inc

BridgeBio Pharma is trending after delivering positive Phase 3 clinical trial results for multiple rare disease treatments, including a dwarfism drug and an ADH1 candidate, while its commercial-stage Attruby continues to gain market traction. The community is actively discussing the company's robust pipeline, anticipating further regulatory catalysts, and speculating on its long-term growth potential and potential for acquisition.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot (HUBS) is trending after reporting strong Q4 earnings and optimistic guidance, alongside a share repurchase program, sparking intense debate among investors. Many see a buying opportunity fueled by solid performance and a relatively low valuation, while a skeptical segment questions long-term growth given broader AI disruption concerns and analysts' tempered price targets for the SaaS sector.

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Is State Street SPDR S&P Software & Services ETF (XSW) a Strong ETF Right Now?

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<ul class="summary-bullets"><li>The topline grew 16% YoY, slower than the 20% rate reported for the first quarter.</li><li>CEO Ash Kulkarni called the quarter “outstanding.”</li><li>Elastic’s stock has underperformed the broader market and the tech sector this year, having dropped 17%.</li></ul>Elastic N.V. (ESTC) shares slumped nearly 13% in Thursday’s extended session on top of the 7% drop in the regular session, as investors did not take kindly to the growth slowdown across key metrics. The quarterly results, however, exceeded expectations, and the company also raised its full-year outlook.&nbsp;If the after-hours losses carry through into Friday’s session, the stock is on track to have its worst day since late August 20, 2024, according to Koyfin.<a href="https://stocktwits.com/symbol/ESTC">Elastic’s stock</a> has underperformed the broader market and the tech sector this year, having dropped 17%.<h2 class="st-heading-2">Elastic’s Q2 Snapshot</h2>The artificial intelligence (AI)-enabled search company reported fiscal year 2026 second-quarter adjusted earnings per share (EPS) of $0.64, higher than the $0.59 reported a year ago and the Fiscal.ai-compiled consensus estimate of $0.58.Quarterly revenue climbed 16% year over year (YoY) to $423 million versus the mean analysts’ estimate of $418.12 million. The topline grew at a slower pace than the 20% rate reported for the first quarter. Subscription revenue ($398 million) also grew more slowly.Elastic’s cloud revenue came in at $206, rising 22% YoY versus the 20% growth in Q1, while the current remaining performance obligations (cRPO) at the end of the quarter stood at $971 million, up 17% YoY, versus the 18% growth in Q1. cRPO is the unbilled revenue from signed contracts that will likely be recognized as revenue over the next 12 months.CEO Ash Kulkarni called the quarter “outstanding.” “We beat the high end of our guidance across all metrics. Our strength was driven by robust growth across the company with AI positively impacting all areas of our business.”Among customer metrics, total customer count with annual contract value (ACV) greater than&nbsp; $100,000 rose YoY and sequentially to 1,600. Net expansion rate held steady at 112%.<h2 class="st-heading-2">Elastic’s Outlook</h2>For the third quarter, Elastic expects adjusted earnings of $0.63-$0.65 and revenue of $437 million to $439 million. The outlook was better than the consensus estimates of $0.60 and $429.94, respectively.The company raised the full-year guidance, with the new ranges as follows:-Adj. EPS: $2.40-$2.46 (up from previous range of $2.29-$2.35)-Revenue:&nbsp; $1.715B-$1.721B(up from prior outlook of $1.679B-$1.689B)The consensus estimates call for adjusted EPS of $2.35 and revenue of $1.706 billion for the year.<h2 class="st-heading-2">What Retail Feels About Elastic Stock</h2>On Stocktwits, retail sentiment toward Elastic stock improved to ‘extremely bullish’ as of late Thursday from the ‘bullish’ mood seen a day ago. The retail chatter on the stream increased to ‘extremely high’ levels. The message volume over the 24 hours leading up to late Thursday spiked&nbsp;by over 800%.A bullish watcher stated the forward price-earnings (P/E) multiple for the company growing revenue at a 15%+ pace is 26, indicating that the valuation is attractive.<stembedurl>https://stocktwits.com/kvn8533/message/637004974</stembedurl>Another user said the results are solid and expected that the stock will bounce back on Friday morning.<stembedurl>https://stocktwits.com/Khalkab/message/636999715</stembedurl>But a skeptic said the company downplayed the billings growth which lagged.<stembedurl>https://stocktwits.com/1986iamwallstreet/message/636999138</stembedurl>According to Koyfin, the average price target for Elastic’s stock is $118.48, implying about 45% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-launches-advanced-image-generation-model-powered-by-gemini-3-pro/cLPAFBkREam">Google Launches Advanced Image Generation Model Powered By Gemini 3 Pro</a>

Why Elastic’s Stock Plunged Nearly 13% After-Hours

Elastic investors were not satisfied with the AI-enabled search company’s beat-and-raise quarter.e

Equity

Elastic investors were not satisfied with the AI-enabled search company’s beat-and-raise quarter.


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<ul class="summary-bullets"><li>SEMR shares surged nearly 70% pre-market, trending among top tickers on Stocktwits.</li><li>Acquisition allows Adobe to enhance AI capabilities across marketing and digital platforms.</li><li>Semrush’s enterprise clients include Amazon and TikTok.</li></ul>Adobe (ADBE) announced on Wednesday a $1.9 billion deal to acquire Semrush (SEMR) in an all-cash transaction.The deal will see Adobe pay $12 per share for Semrush, whose market value was just over $1 billion after closing Tuesday at $6.76.&nbsp;<a href="https://stocktwits.com/symbol/SEMR">SEMR’s stock</a> soared nearly 70% in pre-market trade – on track to hit a nine-month high – and was among the top trending tickers on Stocktwits. Retail sentiment around the company on the platform jumped to ‘bullish’ from ‘neutral’ territory as chatter rose to ‘high’ from ‘normal’ levels over the past day.The acquisition would represent a modest investment for Adobe, which has a market capitalization exceeding $135 billion.&nbsp;<a href="https://stocktwits.com/symbol/ADBE">ADBE’s stock</a> edged 0.16% higher in pre-market trade. On Stocktwits, retail sentiment around the company trended in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Adobe’s AI Position</h2>Adobe has faced investor scrutiny this year after its stock fell roughly 20%, amid questions about its ability to scale AI-powered offerings. Revenue growth has remained steady, driven by Creative Cloud, Document Cloud, and Experience Cloud, but rising costs tied to AI research and infrastructure have weighed on margins.The Semrush acquisition is part of Adobe’s strategy to bolster its AI portfolio. The company was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/adobe-discussed-3-billion-acquisition-ai-video-startup-synthesia">reportedly</a> in talks to acquire London-based AI startup Synthesia for roughly $3 billion, which develops software for AI-generated video avatars.Buying Semrush would allow Adobe to strengthen its suite of marketing tools, helping brands track how they are perceived online through new large language models (LLMs). Its enterprise clients include Amazon and TikTok.Last month, Morgan Stanley downgraded Adobe to ‘Equal Weight’ from ‘Overweight,’ citing slower recurring revenue growth from digital media and uncertainty about generative AI’s potential to expand the total addressable market. The firm set a price target of $450, down from $520.Wall Street has an average price target of $452.75 on ADBE’s stock, which represent a potential upside of nearly 40% from Tuesday’s close, according to Koyfin data.Read also:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cms.stocktwits.com/admin/content-manager/collection-types/api::article.article/16713">Bitcoin Holds $91,000 While IBIT Records Highest ETF Outflow Since Its Debut – ‘Almost Feels Like A Cabal’ Is Keeping BTC Price Up, Says Jim Cramer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal

Adobe said it would be an all-cash transaction for $12 per share for Semrush.

<ul class="summary-bullets"><li>CEO Kevin McAleenan said, with the Ask Sage deal, BigBear is creating a secure, integrated AI platform that connects software, data, and mission services in one place.</li><li>The deal is expected to close in either the fourth quarter or the first quarter of next year.</li><li>Despite the ongoing government shutdown, the company reaffirmed its 2025 revenue guidance.</li></ul>Big Bear.ai Holdings, Inc. (BBAI) stock jumped over 12% in Monday’s extended session after the company reported a third-quarter beat and announced an M&amp;A deal, buoying retail sentiment.<a href="https://stocktwits.com/symbol/BBAI">BigBear stock</a> has been on a volatile ride this year en route to its 28% year-to-date gains.&nbsp;<h2 class="st-heading-2">BigBear’s Doubled Down AI Bet</h2>The McLean, Virginia-based artificial intelligence (AI)-powered decision intelligence solutions company said it has signed an agreement to buy Ask Sage for $250 million. Ask Sage is a generative AI (GenAI) platform designed for the secure distribution of AI models and agentic AI capabilities, primarily for defense and national security agencies and other highly regulated sectors.Big Bear noted that Sage already supports more than 100,000 users on 16,000 government teams and across hundreds of commercial companies. Ask Sage is expected to deliver annual recurring revenue (ARR) of approximately $25 million in 2025, nearly six times the amount it recorded in 2024.&nbsp;CEO Kevin McAleenan said, “By integrating Ask Sage with BigBear.ai, we are creating what the market has been asking for: a secure, integrated AI platform that connects software, data, and mission services in one place.” The deal is expected to close in either the fourth quarter of 2025 or the first quarter of 2026.<h2 class="st-heading-2">BigBear’s Q3 Earnings Snapshot</h2>The net loss per share for the fiscal year 2025 fourth quarter narrowed to $0.03 from $0.06 a year ago, and revenue fell 20% year over year (YoY) to $33.1 million. The results, however, exceeded the Fiscal.ai-compiled consensus estimates for a loss of $0.07 and revenue of $31.82 million.The company blamed the YoY revenue drop on lower volume in certain Army programs, and said the narrower net loss is due to non-cash changes in the fair value of the convertible 2029 notes and warrants.&nbsp;Gross margin contracted 350 basis points YoY due to the absence of some high-margin programs that benefited the year-ago quarter.BigBear ended the quarter with a backlog of $376 million.<h2 class="st-heading-2">BigBear’s Outlook</h2>Despite the ongoing government shutdown, the company reaffirmed its 2025 revenue guidance of $125 million to $140 million, which aligns with the consensus estimate of $133.53 million.<h2 class="st-heading-2">What BigBear Retail Feels About Stock After Q3 Print</h2>On Stocktwits, retail sentiment toward the stock shifted to ‘bullish’ as of early Tuesday, from ‘bearish’ a day ago. The 24-hour message volume leading up to late&nbsp; Monday surged up by about 1,500%.<figure class="image"><img style="aspect-ratio:677/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_11_at_12_27_52_AM_png_f6bac86ee7.webp" alt="Screenshot 2025-11-11 at 12.27.52 AM.png" width="677" height="58"><figcaption>BBAI sentiment and message volume as of 2:25 a.m. ET, Nov. 11 | source: Stocktwits</figcaption></figure>A bullish watcher said there is a good chance the stock will open above $7 on Tuesday.<stembedurl>https://stocktwits.com/MyEfund/message/635695260</stembedurl>Another user expressed comfort in&nbsp;holding the stock. “I don’t feel as bad holding this stock anymore after today’s earnings call.”<stembedurl>https://stocktwits.com/DARK_SCROOGIE/message/635690861</stembedurl>The average analysts' price target for BigBear stock is $5.83, according to Koyfin, implying roughly 2% upside from Monday's closing price.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-hit-by-ai-brain-drain-as-top-execs-depart-for-rivals/cLPdQ7DRE2w">Intel Hit By AI Brain Drain As Top Execs Depart For Rivals: Sachin Katti Joins OpenAI After Saurabh Kulkarni's Jump To AMD</a>

The logo of BigBear.ai Holdings, Inc. displayed on a smartphone screen, with the company's latest stock market chart visible in the background on April 26, 2025, in Chongqing, China. (Photo illustration credit: Cheng Xin/Getty Images)

BigBear Stock Surges Over 12% After-Hours On $250M Ask Sage Deal, Q3 Beat — Retail Impressed With Results

BigBear announced a strategic acquisition of a GenAI platform, which is growing revenue at a scorching pace.

BigBear Stock Surges Over 12% After-Hours On $250M Ask Sage Deal, Q3 Beat

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