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Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing significant volatility as investors weigh concerns about AI disruption against the company's valuation, leading to intense debate over whether the current drawdown represents a fundamental breakdown or a buying opportunity. The community remains deeply divided, with some pointing to a broader de-risking across software stocks while others emphasize Intuit's sticky customer base and upcoming earnings as potential catalysts for a recovery.

Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.

Spire Global Inc - Ordinary Shares - Class A

Spire Global is gaining momentum among investors who are focusing on its pivot toward defense-adjacent satellite data, government contract wins, and its debt-free balance sheet. Community sentiment is currently driven by a mix of cautious optimism regarding potential institutional accumulation and high short interest that has some traders anticipating a squeeze, though concerns over financial reporting delays and management transparency remain a frequent talking point.

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ProShares Ultra Semiconductors

The ProShares Ultra Semiconductors ETF (USD) is trending due to its significant leverage and heavy concentration in industry leaders like Nvidia, making it a primary vehicle for investors seeking to capture the ongoing AI-driven semiconductor boom. The community is actively discussing its performance relative to other leveraged funds like SOXL, with many debating the impact of structural decay, the risks of negative roll yield, and the appropriate strategies for scaling in or hedging against the ETF's daily volatility.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors digest a major breakthrough in EUV light source technology that could significantly boost chip production efficiency, while concurrently weighing semiconductor sector volatility against geopolitical tensions in the Strait of Hormuz. Community discussion is heavily focused on the stock's role as a critical supply chain bottleneck for the AI revolution and ongoing speculation regarding a potential stock split.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is capturing significant community attention due to its ultra-low token supply and anticipated integrations within the DeFi and DePin sectors. Enthusiasts are actively debating its potential for substantial gains, urging others to accumulate while viewing the current price as a key entry point before a potential surge in trading volume.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is trending as investors weigh significant volatility against the company's status as a key domestic player in critical minerals like antimony and tungsten. While community members remain divided over short-term price manipulation and share dilution concerns, active discussions focus on upcoming production milestones, Department of Defense supply contracts, and the strategic rollout of proprietary hydrometallurgy technology.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing a sharp valuation reset as investors weigh strong underlying fundamentals against broader sector pressure and concerns that AI infrastructure may disrupt traditional enterprise software models. While the stock continues to see intense volatility and high-volume selling driven by technical breakdowns, the community remains divided between those viewing the decline as a major buying opportunity and others bracing for deeper structural repricing.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare stock is experiencing extreme volatility driven by a massive market reaction to Anthropic's new "Claude Code Security" feature, which investors fear could disrupt established cybersecurity and edge infrastructure models. While the broader software and cybersecurity sector is reeling from the perceived AI-native competition, many in the community are actively debating whether this selloff is a forced liquidation based on a misunderstanding of Cloudflare's core infrastructure role, leading to active "dip-buying" and heavy debates over the stock's long-term competitive moat.

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 as the broader software sector faces a significant re-rating, with investors debating whether AI agents act as a disruptive threat to legacy SaaS workflows or an indispensable evolution for enterprise data management. While the community remains divided between those viewing the pullback as a generational buying opportunity and those fearing structural decline, the aggressive share buyback program remains a primary point of friction and focus for market participants.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as retail investors discuss potential institutional accumulation, shifting regional growth strategies, and speculation regarding a future Nasdaq relisting. Community discourse remains divided between those betting on long-term fundamental recovery and those expressing skepticism over the stock's OTC status, low volume, and perceived manipulation.

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Stocks making the biggest moves midday: Meta Platforms, Brown-Forman, Amazon, Marvell & more

Here are the names making headlines in midday trading...

<ul class="summary-bullets"><li>Wall Street Journal reported on the talks, citing people familiar with the matter.</li><li>Last month, the paper also reported that the Jack Daniel’s maker is discussing a mostly-stock deal with French spirits-maker Pernod Ricard.</li><li>JP Morgan noted last month that Brown-Forman has historically not been receptive to takeover offers.</li></ul>B-class shares of Brown-Forman (BF.B) jumped 16% on Thursday following a report that Sazerac recently approached the company for a potential deal.Class A shares of the company (BF.A), meanwhile, rallied 14% at the time of writing.Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/sazerac-eyes-deal-with-jack-daniels-maker-brown-forman-26458c8b">reported </a>on the talks, citing people familiar with the matter. Last month, the paper also reported that the Jack Daniel’s maker is discussing a mostly-stock deal with French spirits-maker Pernod Ricard. Brown-Forman <a href="https://stocktwits.com/news-articles/markets/equity/brown-forman-stock-rises-after-hours-on-confirmed-merger-talks/cZ3u8IBRIlK">confirmed</a> the talks and said that the deal would be akin to a “merger of equals,” while also adding that the parties have not yet agreed on the terms. &nbsp;Sazerac is a family-owned American distiller known for producing a wide range of spirits. Its brands include Buffalo Trace bourbon, and Fireball Cinnamon Whisky. Like Brown-Forman, it is also headquartered in Louisville.<h2 class="st-heading-2">Analyst Optimism</h2>According to TD Cowen, who expects Brown-Forman to garner interest from other distilled spirits companies as well, &nbsp;a buyer would have to pay an equity premium of 30%-35% to close the deal with complete change of control, according to TheFly.This would imply a stock price of $33-$34 per share.The firm has a ‘Hold’ rating on the stock and a price target of $30 on Brown-Forman.&nbsp;<h2 class="st-heading-2">Skepticism For Deals</h2>JP Morgan noted last month following reports of the discussions with Pernod that Brown-Forman has historically not been receptive to takeover offers and its fundamentals remain challenged, but the prospect for potential mergers and acquisitions should support shares for now.TD Cowen then reiterated the sentiment and said the firm views Brown-Forman as "an unlikely seller," given the controlling family’s 67% voting control. However, the firm also said that it believes the board and family "may be more receptive than they have been in the past," given persistent declines in the spirits industry and the industrial logic of consolidation amid slowing growth.Earlier in February, President and CEO Lawson Whiting said that Brown-Forman was navigating a “challenging operating environment” and expects low visibility for the year amid macroeconomic and geopolitical volatility, headwinds from consumer uncertainty, and lower non-branded sales of used barrels.Brown-Forman also said it expects full-year organic sales and operating income to decline in the low single digits, maintaining prior guidance.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around BF.B stock jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/BF.B">BF.B stock</a> has fallen 9% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/rell-stock-shoots-up-20-following-strong-q3-ceo-highlights-strict-cost-control-pmt-segment-strength/cZJWQo3RIsQ">RELL Stock Shoots Up 20% Following Strong Q3: CEO Highlights Strict Cost Control, PMT Segment Strength</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Brown-Forman Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

BF.B Stock Surges On Analyst's Optimistic Takeout Valuation Amid Sazerac Acquisition Buzz

Sazerac is a family-owned American distiller known for producing a wide range of spirits.

Equity

Why Is Brown-Forman B (BF.B) Up 2.4% Since Last Earnings Report?

Brown-Forman B (BF.B) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Stocks making the biggest moves midday: Brown-Forman, Entergy, Meta Platforms, Carnival, Argan & more

Here are some of the stocks making headlines in midday trading...

Iran Keeps Up Strikes in Middle East, Oil Rises  The Opening Trade 3/27/2026

Iran continued its drone and missile strikes across Middle East, with oil prices rising as traders weigh the risks of a drawn-out conflict. President Donald Trump again pushed back his deadline for...

Pernod Ricard in merger talks with Jack Daniel's maker Brown-Forman

Spirits companies are battling a sales slump amid slowing demand and tariff pressures, which has triggered a slide in valuations, CEO exits and asset sales...

Stock Selloff Eases as Trump Gives Iran More Time  Daybreak Europe 3/27/2026

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And...

<ul class="summary-bullets"><li>Roth Capital&nbsp;said a significant premium was needed to acquire the family-controlled business.</li><li>TD Cowen&nbsp;noted the family's roughly 67% stake and track record of rebuffing past acquisition attempts.</li><li>Stocktwits sentiment shifted to&nbsp;'extremely bullish' from ‘neutral’ a day ago.</li></ul>Shares of&nbsp;Brown-Forman (BF.B) rose nearly 10% on Thursday and extended gains in after-hours trading, after the American whiskey producer confirmed it was in talks with French&nbsp;spirits maker Pernod Ricard regarding a potential merger.The maker of Jack Daniel's said in a Thursday statement that the deal would be akin to a “merger of equals” and that the parties have not yet agreed on the terms.<h2 class="st-heading-2">Why Analysts Doubt Brown-Forman, Pernod Ricard M&amp;A</h2>Roth Capital on Thursday maintained a ‘buy’ rating on Brown-Forman shares and said that the company is undervalued and the probability of a deal is “hard to assign”. The firm added that a significant premium would be required for the deal, citing the family-controlled business as a difficult and unlikely target.TD Cowen said that Brown-Forman is an “unlikely seller”, noting the family’s about 67% stake and its past records of rebuffing acquisition attempts. However, it noted that the&nbsp;company&nbsp;“may be more receptive than they have been in the past” due to industry declines and the logic of a merger as growth slows. The firm rates&nbsp;Brown-Forman a ‘hold’ with a $30 price target.&nbsp;&nbsp;<h2 class="st-heading-2">Brown-Forman Faces ‘Challenging Operating Environment’</h2>Earlier this month, the company reported that its net sales for the nine months of the fiscal year fell 2% to $3 billion, from a year earlier. It said U.S. net sales declined 8%, driven by the end of its decades-old sales partnership with Korbel Champagne Cellars, lower volumes of its Jack Daniel’s Tennessee Whiskey, and the absence of a transition services agreement with Sonoma‑Cutrer Vineyards.President and CEO Lawson Whiting said that&nbsp;Brown-Forman was navigating a “challenging operating environment” and expects low visibility for the year amid macroeconomic and geopolitical volatility, headwinds from consumer uncertainty, and lower non-branded sales of used barrels. Brown-Forman said it expects full-year organic sales and operating income to decline in the low single digits, maintaining prior guidance.<h2 class="st-heading-2">What Do Retail Traders Think Of Brown-Forman?</h2>Stocktwits sentiment on Brown-Forman has shifted to 'extremely bullish' from ‘neutral’ a day ago, and message volumes jumped to ‘extremely high’ from ‘high’— even as the stock sits roughly 1% lower year-to-date.One bullish user&nbsp;<a href="https://stocktwits.com/globedaddy/message/648651246">said</a>, “$BF.A, $BF.B I doubt this will happen. Controlling family would demand a huge premium from these depressed levels, one I don’t think Pernod can swing. Long-term bullish regardless.”<stembedurl>https://stocktwits.com/globedaddy/message/648651246</stembedurl>Earlier this month, another<a href="https://stocktwits.com/str33taddict/message/647655617">&nbsp;added</a> “$BF.A this brand has value and stock is trading like they’re worthless.”<stembedurl>https://stocktwits.com/str33taddict/message/647655617https://stocktwits.com/str33taddict/message/647655617</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/next-stock-jumps-after-hours-on-insider-buying/cZ3r1DGRIjX">Why Did NEXT Stock Jump Over 2% In After-Hours Trading Today?</a>

A bottle of Jack Daniels, Tennesse Whiskey is displayed for sale on January 31, 2024 in Leigh on Sea, England. 

Jack Daniel's Maker Brown-Forman Stock Surges On Confirmed Talks With Pernod Ricard — Why Analysts Still Think Merger Is Unlikely 

Shares of Brown-Forman (BF.B) rose nearly 10% on Thursday and extended gains in after-hours trading, after the American whiskey producer confirmed it was in talks with French spirits maker Pernod Ricard regarding a potential merger.

Brown Forman is navigating declining U.S. sales and a challenging operating environment.


Pernod Ricard and Jack Daniel's owner in talks to combine operations

Discussions under way with Brown-Forman to create premium alcohol group as sector battles subdued demand...

Top Dividend Stocks To Watch Today - March 26th

Chevron, UnitedHealth Group, Verizon Communications, Medtronic, Direxion Daily TSLA Bull 2X Shares, Best Buy, and Brown-Forman are the seven Dividend stocks to watch today, according to MarketBeat's...

Brown-Forman Corp. engages in the production and distribution of alcoholic beverages. The firm offers whiskey, scotch, tequila, vodka, liquor, and wine. Its brands include Jack Daniel, Woodford Reserve, Old Forester, Early Times, Canadian Mist, Coopers' Craft, Slane Irish, Finlandia, Korbel, El Jimador, Sonoma Cutrer, and Chambord. The company was founded by George Garvin Brown III in 1870 and is headquartered in Louisville, KY.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.32	--	--	N/A
Q3 '25	$0.47	$0.58	24.48%	BEAT
Q2 '25	$0.48	$0.47	-1.05%	MISSED
Q1 '25	$0.36	$0.36	-1.34%	MISSED
Q4 '24	$0.34	$0.31	-9.84%	MISSED

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