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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 as Novo Nordisk files a lawsuit over alleged unapproved GLP-1 copycats, leading Hims to halt its compounded weight-loss pill amid regulatory scrutiny and sparking intense community debate on the company's prospects.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending following a $250 million capital commitment designed to extend its operational runway through 2028, sparking intense community debate between those who see it as a strong foundation for its traceability technology and critics wary of past dilution and extreme volatility.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is actively discussed as its Eagle Line pilot production goes live, with a viral tech video sparking community debate on the company's solid-state battery advancements, potential OEM partnerships, and the path to commercialization ahead of its anticipated earnings.

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 trending following its mixed financial results, which showed solid profitability but offered a conservative revenue outlook for future periods, sparking a significant sell-off. The community is sharply divided, with many decrying the market's "ridiculous overreaction" and viewing the dip as a generational buying opportunity, while others remain cautious regarding the revised guidance.

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 (MNDY) is trending sharply lower after providing a weaker-than-expected revenue outlook, despite beating Q4 earnings and revenue estimates. The community is actively debating whether this sell-off is an overreaction or a legitimate concern that AI advancements pose a significant threat to its business model.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is a key topic of conversation after its 4M Defense subsidiary secured a substantial $30 million multi-year demining contract in Israel, which significantly boosts its defense backlog and fuels community speculation about an imminent short squeeze despite broader market weakness.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Crypto is trending due to its highly engaged community driving the "OG meme" narrative, positioning itself as a foundational reset for the crypto market. Enthusiasts exhibit strong conviction, actively building platforms like RageMaker and RageGames, and rallying others to "Return to the Memes" and "Rage On" to assert cultural dominance.

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 is trending after cutting its earnings outlook and disclosing a financial reporting review by the SEC, alongside executive exits, which has led the community to speculate about potential financial irregularities and bankruptcy, while others see an overblown market reaction for the IBM spin-off in the evolving IT services sector.

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's all-stock agreement to acquire Valaris aims to create an offshore drilling industry leader poised for an emerging upcycle, sparking community debate over whether this strategic consolidation will reduce debt and ignite a short squeeze despite the immediate negative stock reaction.

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 following its Q4 earnings, where an EPS beat was overshadowed by a revenue miss, though management's optimistic 2026 guidance for improved steel prices and a value-accretive expiring slab contract is fueling discussion. The community is highly focused on the anticipated strategic partnership with POSCO and whether this, combined with favorable trade policies, will finally drive a significant turnaround for the steel producer.

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Best-Performing Leveraged ETFs of Last Week 

Leveraged ETFs delivered explosive gains last week despite mixed markets. AI-driven earnings surprises and sharp stock moves fueled massive returns.

1 Reason Why Arm Holdings Stock Could Soar

Key PointsArm said data center royalty revenue more than doubled in its most recent quarter...

ARM Sees Unusually Large Options Volume (NASDAQ:ARM)

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Get Free Report) was the recipient of some unusual options trading on Friday. Stock investors purchased 90,892 call options on the company. This...

Why Arm Holdings Stock Was Moving Higher Again Today

Key PointsThe tech sector soared as the risk-on trade returned...

Is ARM Stock a Buy, Hold, or Sell After Stellar Q3 Earnings?

ARM's Q3 earnings beat estimates as revenues jump 26%, lifting shares and reinforcing confidence in durable growth despite margin pressure.

Company News for Feb 6, 2026

Companies in The News Are: NOW, ARM, QCOM, SHEL

Jones Financial Companies Lllp Increases Stake in ARM Holdings PLC Sponsored ADR $ARM

Jones Financial Companies Lllp grew its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 21.1% during the third quarter, according to its most recent 13F filing with the...

ARM (NASDAQ:ARM) Given New $145.00 Price Target at JPMorgan Chase & Co.

JPMorgan Chase & Co. cut their target price on shares of ARM from $180.00 to $145.00 and set an "overweight" rating for the company in a research note on Thursday...

ARM (NASDAQ:ARM) Price Target Lowered to $165.00 at TD Cowen

TD Cowen dropped their price objective on ARM from $190.00 to $165.00 and set a "buy" rating on the stock in a research report on Thursday...

<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

Equity

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.58	--	--	N/A
Q3 '25	$0.41	$0.21	-48.67%	MISSED
Q2 '25	$0.33	$0.22	-33.07%	MISSED
Q1 '25	$0.35	$0.35	0.26%	BEAT
Q4 '24	$0.52	$0.55	4.86%	BEAT

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