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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is actively discussed following its Q4 earnings report, where a revenue miss attributed to lower crypto trading volume sparked bearish concerns about its valuation, while bullish investors highlight strong overall growth, record annual performance, and potential from new initiatives like prediction markets.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel shares are trending down sharply after reporting a significant earnings and revenue miss for the latest quarter, along with soft forward guidance for future profitability. The market is weighing the immediate concerns about holiday sales and management's strategy against the company's strong brand IP and a newly announced share buyback program, intensifying the debate over legacy toy brands navigating a challenging industry landscape.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending as the community debates its Q4 earnings, which sparked an after-hours sell-off on a perceived revenue miss despite strong bookings growth and a new $1 billion share buyback. Many believe the initial algorithmic reaction overlooked adjusted figures and long-term potential, leading to calls to buy the dip amidst ongoing comparisons to Uber.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is attracting significant attention after its latest earnings report revealed robust revenue growth and optimistic long-term guidance, alongside a leadership transition to a new CEO. Community sentiment is sharply divided, with discussions centered on its AI-driven lending market share versus concerns over a GAAP EPS miss and broader profitability challenges in the current macroeconomic climate.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Mixed reactions to Ford's earnings, which revealed strong revenue growth but a significant net loss driven by EV impairments, are driving conversation. The community is actively discussing the company's 2026 guidance, its pivot to hybrids and traditional vehicles, and potential partnerships with Chinese automakers amidst tariff uncertainties.

Arbor Realty Trust, Inc. operates as a real estate investment trust, which engages in the provision of loan origination and servicing for multifamily, seniors housing, healthcare, and diverse commercial real estate assets. It operates through the Structured Business and Agency Business segments. The Structured Business segment offers a diversified portfolio of structured finance assets in the multifamily, single-family rental, and commercial real estate markets. The Agency Business segment focuses on the sale and service of a range of multifamily finance products through the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation. The company was founded by Ivan Kaufman in June 2003 and is headquartered in Uniondale, NY.

Arbor Realty Trust Inc.

Arbor Realty Trust is trending as a recent Fitch rating upgrade and substantial insider buying contend with community concerns over upcoming earnings and high debt costs. Investors are actively debating its deeply discounted valuation and high short interest, anticipating that potential future rate cuts could fuel a significant reversal.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is trending after reporting record Q4 earnings that exceeded expectations and announcing a significant $6.5 billion warrant agreement with Amazon for future product purchases. Despite the strong news, the stock experienced a notable sell-off, sparking community debate about whether it was priced for perfection amidst its high valuation within the critical AI infrastructure sector.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is trending following an impressive earnings beat and strong outlook driven by accelerating AI-driven demand and customer growth, with the community actively discussing its significant surge as a potential catalyst for a broader software sector recovery.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending due to its upcoming Q4 earnings, fueling intense debate among investors about whether the recent sharp decline reflects genuine concerns over AI's impact on its business model or presents a significant buying opportunity ahead of anticipated strong results and continued AI-driven commerce growth.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following the successful unfolding of its BlueBird 6 satellite, marking a major engineering validation for its largest commercial communications array in low Earth orbit. This technical achievement, coupled with recent FCC approval for US beta testing with AT&T and Verizon, is driving community discussion around significant derisking and the potential for accelerated commercial rollout.

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Shares of James Hardie Industries Plc. (JHX) gained over 3% in Thursday’s regular trading session before&nbsp;paring some gains in after-market hours as investors remain focused on the company’s acquisition of U.S. building products maker AZEK Company Inc. (AZEK).According to The Fly, analysts at Bank of America (BofA) Securities upgraded James Hardie to ‘Buy’ from ‘Underperform’ with a minor reduction in price target to $27.35 from $27.40. This implies an upside of 11% from Thursday’s closing price.The brokerage believes that the recent selloff in the James Hardie stock presents an attractive buying opportunity for investors looking to enter this sector.It added that the AZEK deal – if it passes muster – will be accretive to James Hardie’s earnings per share (EPS) from fiscal year 2027.The brokerage called James Hardie a "best-in-class company with significant moat given high-quality products,” underscoring its bullish outlook for the cement manufacturing company.To recall, James Hardie <a href="https://stocktwits.com/news-articles/markets/equity/james-hardie-to-acquire-azek-in-88b-deal/ch7ykKgRbdk">announced</a> on Monday that it will acquire AZEK in a $8.75 billion cash and stock deal – AZEK shareholders will receive $26.45 in cash and 1.034 shares of James Hardie for each share of AZEK.This brings the total compensation per AZEK share to $56.88, a premium of over 37% from the stock’s closing price at the end of last week.This led to a 17% plunge in James Hardie’s stock on Monday, followed by a flurry of downgrades from analysts, citing a potential dilution of the company’s returns and dragging its performance.Retail sentiment on Stocktwits around James Hardie remained ‘extremely bearish’ despite the upgrade from BofA.<figure class="image"><img style="aspect-ratio:647/147;" src="https://news.stocktwits-cdn.com/JHX_retail_sentiment_jpg_3c92525fa5.webp" alt="JHX retail sentiment.jpg" width="647" height="147"><figcaption>JHX sentiment and message volume March 28, 2025, as of 3 am ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/JHX">James Hardie’s stock</a> has fallen by more than 20% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/AZEK">AZEK’s stock</a> is now up nearly 5% after this week’s rally.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/ascent-solar-receives-order-for-advanced-space-module-redesign/chJ3cusRbE8">Ascent Solar Receives Order For Advanced Space Module Redesign, But Stock Declines: Retail Sentiment Soars</a>

In this photo illustration, James Hardie Industries plc logo is seen on a smartphone and a computer screen

James Hardie Upgraded By BofA On AZEK Deal: Analyst Sees Buying Window After Recent Selloff, But Retail Stays Extremely Bearish

The brokerage added that the AZEK deal – if it passes muster – will be accretive to James Hardie’s earnings per share (EPS) from fiscal year 2027.

Equity

Stocks Set to Open Lower as Investors Await U.S. Economic Data and Fed Speak

June S&P 500 E-Mini futures (ESM25) are down -0.18%, and June Nasdaq 100 E-Mini futures (NQM25) are down -0.29% this morning, pointing to a slightly lower open on Wall Street after yesterday’s rally, while investors await a raft of U.S. economic data as well as remarks from Federal Reserve officials.

Shares of James Hardie Industries Plc. (JHX) fell by more than 17% on Monday after the company announced that it would acquire U.S.-based building products maker AZEK Company Inc. (AZEK).James Hardie will acquire AZEK in a $8.75 billion cash and stock deal – AZEK shareholders will receive $26.45 in cash and 1.034 shares of James Hardie for each share of AZEK.This brings the total compensation per AZEK share to $56.88, which is at a premium of over 37% from the stock’s closing price on Friday.Reacting to the news, AZEK’s stock rallied more than 17% on Monday, while James Hardie’s U.S.-listed equity fell more than 17% and extended losses in the after-hours session.Just like retail investors, analysts were also divided on James Hardie’s acquisition of AZEK.According to The Fly, analysts at Baird, Stephens, and Macquarie downgraded the James Hardie stock citing a potential dilution of the company’s returns and dragging its performance.However, analysts at Truist, Morgan Stanley, and BMO Capital upgraded the stock and recommended investors to capitalize on the current weakness in James Hardie’s shares.Retail sentiment on Stocktwits around James Hardie hit a nadir, hovering in the ‘extremely bearish’ (0/100) territory.<figure class="image"><img style="aspect-ratio:646/145;" src="https://news.stocktwits-cdn.com/JHX_retail_sentiment_jpg_0399ec66d7.webp" alt="JHX retail sentiment.jpg" width="646" height="145"><figcaption>JHX sentiment and message volume March 25, 2025, as of 3:30 am ET | Source: Stocktwits</figcaption></figure>One user said they’re waiting for the stock to hit the $19-$21 levels.<stembedurl>https://stocktwits.com/hussain105/message/609092030</stembedurl>On the other hand, retail sentiment around AZEK rose, entering the ‘neutral’ (46/100) territory from ‘extremely bearish’ a day ago.<figure class="image"><img style="aspect-ratio:644/146;" src="https://news.stocktwits-cdn.com/AZEK_retail_sentiment_jpg_d83a4fc67a.webp" alt="AZEK retail sentiment.jpg" width="644" height="146"><figcaption>AZEK sentiment and message volume March 25, 2025, as of 3:30 am ET | Source: Stocktwits</figcaption></figure>One user recommends investors to “take the money and run.”<stembedurl>https://stocktwits.com/Whiskeyunderthebed/message/609094345</stembedurl><a href="https://stocktwits.com/symbol/JHX">James Hardie’s stock</a> has fallen more than 21% year-to-date, while <a href="https://stocktwits.com/symbol/AZEK">AZEK’s stock</a> is now up over 2% after Monday’s rally.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-tumbles-on-minor-q4-miss/ch7ySTFRbd1">Oklo Stock Tumbles On Minor Q4 Miss: Retail Remains Bullish Even As Some Point Out Lack Of Commercial Viability</a>

James Hardie To Acquire AZEK In $8.8B Deal, Stock Nosedives: Analysts Divided While Retail Sentiment Hits A Nadir

James Hardie will acquire AZEK in a $8.75 billion cash and stock deal – AZEK shareholders will receive $26.45 in cash and 1.034 shares of James Hardie for each share of AZEK.

The AZEK Co., Inc. is a manufacturer of outdoor living products. It operates through two segments: Residential and Commercial. The Residential segment involves composite decking, railing, trim, molding, pergolas, cabanas, and accessories. The Commercial segment focuses on sale of its partition and locker systems, plastic sheeting, and other non-fabricated products for special applications in industrial markets. The company was founded on August 15, 2013 and is headquartered in Chicago, IL.

AZEK Company Inc - Ordinary Shares - Class A

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AZEKAZEK Company Inc - Ordinary Shares - Class A