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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing intense community speculation ahead of its upcoming earnings report, with traders debating whether a recent surge in bullish call buying reflects a potential breakout or an orchestrated trap. Investors are heavily focused on the company's growth catalysts, including the removal of day-trading restrictions and a substantial share buyback program, while contending with stagnant price action near key support levels.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense community speculation following a major surge triggered by its recent IPO, with investors heavily debating whether the stock is a high-growth opportunity backed by strategic partnerships with major automakers or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing massive volume spikes, and bracing for continued short-squeeze potential while closely monitoring the stock's wide price swings.

Applied Digital Corporation

Applied Digital is experiencing a significant surge in investor interest following the announcement of a massive new multi-billion dollar, 15-year lease agreement with a major hyperscaler for its fourth data center campus. The community is actively discussing the stock's strong execution in the AI infrastructure sector, highlighting a significant backlog of contracted revenue and the potential for a mechanical short squeeze as market sentiment shifts heavily toward a bullish outlook.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense volatility as investors weigh a strong Q1 earnings beat and bullish Q2 delivery guidance against broader market concerns and persistent allegations of share price manipulation. While the community is debating whether the stocks current valuation represents a deep-value buying opportunity following consistent quarterly profitability, many retail investors remain frustrated by the stock's stagnant price action relative to its improving fundamentals.

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.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently trending as investors debate the sustainability of its rapid valuation growth amidst a broader semiconductor sector pullback and concerns over insider selling. While community sentiment is split between bullish long-term outlooks on its role in AI infrastructure and skepticism regarding its high price-to-earnings ratio, the stock remains a central focus for traders monitoring institutional flows and technical breakouts.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

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 is facing intense selling pressure despite reporting a double beat on earnings and raising full-year guidance, as investors react negatively to a 17% workforce reduction and concerns over competitive pricing for DIY tax filers. The community is actively debating whether this is a massive institutional transfer of ownership and an oversold buying opportunity, or if the stock is suffering from a fundamental re-rating driven by long-term fears regarding AI disruption in the software sector.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing a surge in community interest driven by a combination of high short interest and a shrinking float fueled by active share repurchases. Investors are actively discussing the potential for a massive short squeeze, comparing the setup to previous market volatility events while emphasizing the company's improving fundamentals.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently in focus as investors analyze the retailer's latest earnings and annual guidance, while debating whether its valuation remains sustainable amidst persistent consumer cost pressures and broader economic volatility. The community is actively discussing the company's role as a consumer bellwether, its pivot toward high-margin advertising and membership revenue, and its ability to maintain resilience despite shifting discretionary spending patterns.

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<ul class="summary-bullets"><li>In an exclusive interview, CEO Scott Sanborn said that the rebrand to Happen Bank reflects a shift toward becoming a multi-product consumer banking platform.</li><li>Sanborn added that the expanded offerings now allow the company to “go up the funnel” in advertising and reach a wider audience.</li><li>He stated that future marketing decisions will remain data-driven, relying on testing rather than large, one-off bets.</li></ul>LendingClub (LC) CEO Scott Sanborn told Stocktwits that the company’s rebrand to Happen Bank moves to expand beyond its origins as a personal lending marketplace and compete more directly with SoFi Technologies (SOFI) for mainstream consumer banking customers.“When we were LendingClub, and the only product we had was personal loans, television — buying a stadium for $25 million a year — doesn’t make any sense,” he said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/p7kLYo1QGZ8">exclusive interview</a> with Stocktwits’ Michele Steele. “There are too few people in that audience who need our product at the time we’re in front of them.”SoFi, on the other hand,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.espn.in/nfl/story/_/id/27620868/rams-chargers-new-home-named-sofi-stadium">secured</a> the naming rights deal for SoFi Stadium in September 2019 for 20 years, with annual payments exceeding $30 million. At the time, it was one of the highest naming rights fees in sports history.&nbsp;The company announced its rebrand alongside its first quarter (Q1) earnings. The company reported Q1 adjusted earnings per share of $0.44, beating the expected $0.36 per share, according to Koyfin data. Revenue came in at $252 million, higher than Wall Street’s estimate of $249 million.<h2 class="st-heading-2">Why The Economics Finally Work</h2>According to Sanborn, mass-market advertising only pays when the product stack is broad enough that any viewer has a meaningful probability of needing something you offer. A single-product lender fails that test every time. With Happen Bank offering checking, savings, personal loans, auto refinancing, home improvement financing, and home equity loans, new avenues open up.&nbsp;Happen Bank launched its home improvement loan weeks ago through a WiseTech partnership. Sanborn said home equity is in testing with strong early results.&nbsp;<blockquote>“The rebrand, the broader product mix, will open up the ability to go up the funnel in advertising. We will do that the same way we do everything, which is informed by data and lots of testing.”&nbsp;– Scott Sanborn, Chief Executive, LendingClub</blockquote>The product footprint has finally crossed the threshold where the SoFi playbook makes financial sense.<h2 class="st-heading-2">SoFi Vs LendingClub</h2>SoFi’s growth has been driven in part by aggressive brand-building and a broad financial ecosystem targeting high-credit consumers. The company has expanded membership rapidly in recent years, supported by cross-selling multiple financial products.LendingClub, by contrast, has historically relied more on marketplace lending and a hybrid banking model. While both companies offer unsecured personal loans with similar terms, their strategies have diverged in customer acquisition and brand positioning.<a href="https://stocktwits.com/symbol/LC/">LC’s stock</a> gained as much as 2.3% in premarket trade on Wednesday. Retail sentiment on Stocktwits around the company trended in ‘extremely bullish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_061007_png_e5cd295b8b.webp" alt="Screenshot 2026-04-29 061007.png" width="1253" height="144"><figcaption>LC retail sentiment and message volume on April 29 as of 6:50 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/SOFI">SOFI’s stock</a> also moved more than 2% higher in pre-market trade and was among the top trending tickers on Stocktwits ahead of the Q1 earnings call before market open. Retail sentiment around the company flipped to ‘bullish’ from ‘bearish’ over the past day, and chatter rose to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_060950_png_9384df6373.webp" alt="Screenshot 2026-04-29 060950.png" width="1270" height="149"><figcaption>SOFI retail sentiment and message volume on April 29 as of 6:50 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on the platform pointed to SoFi’s faster membership growth, suggesting LendingClub may need to scale marketing more aggressively to compete. Others focused on execution, arguing that the company’s expanded product suite now needs stronger promotion to drive adoption.<stembedurl>https://www.stocktwits.com/keremoner/message/651143592</stembedurl>LC’s stock has fallen more than 11% so far this year, while SOFI’s stock is down more than 30%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-predicts-bitcoin-supply-shock-amid-mstr-buying-spree/cZB8uk2Re5y">Michael Saylor Predicts Bitcoin ‘Supply Shock’ Amid MSTR’s Buying Spree – Sees ‘Cambrian’ Explosion Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Facade of LendingClub high-rise with logo visible, reflecting surrounding skyscrapers in the Financial District, San Francisco, California, March 18, 2025. (Photo by Smith Collection/Gado/Getty Images)

EXCLUSIVE: The Rebrand That Puts LendingClub In SoFi's Lane — CEO Scott Sanborn Explains Why The Happen Bank Rebrand Is Built For Mass-Market

In an interview with Stocktwits, LendingClub CEO Scott Sanborn said large-scale advertising did not make sense when the company only offered personal loans, since too few viewers would need that product at any given time.

EXCLUSIVE: LendingClub CEO Explains Why Happen Bank Rebrand Puts Company In SoFi’s Lane

Equity

In an interview with Stocktwits, LendingClub CEO Scott Sanborn said large-scale advertising did not make sense when the company only offered personal loans, since too few viewers would need that product at any given time.


<ul class="summary-bullets"><li>Wells Fargo said Klarna’s transaction margin expectations look light.</li><li>Keefe Bruyette, however, raised its price target to $26 from $25 and kept an ‘Overweight’ rating.</li><li>The company reported a Q4 net loss of $26 million, compared with a $40 million profit a year earlier.</li></ul>Shares of Klarna Group (KLAR) found some respite in pre-market trading on Friday, a day after suffering their steepest intraday drop on record, as investors reacted negatively to the company’s fourth-quarter net loss and a weaker-than-expected outlook for the current quarter.<a href="https://stocktwits.com/symbol/KLAR">KLAR stock</a> was trading 2% higher at the time of writing. According to Stocktwits data, retail chatter on the platform increased by more than 1,640% over the past 24 hours.<h2 class="st-heading-2">Q4 Net Loss, Weak Guidance Overshadow Revenue Growth&nbsp;</h2>KLAR shares closed nearly 27% lower on Thursday, after the company <a href="https://stocktwits.com/news-articles/markets/equity/klar-stock-gets-whacked-after-q4-loss-weak-forecast-retail-investors-are-shrugging-it-off/cZRZ8RQR4Dj">reported</a> a Q4 net loss of $26 million, compared with a $40 million profit a year earlier. It was significantly wider than Street’s estimate of a loss of $8.8 million. Revenue rose 38% to $1.08 billion, slightly above estimates.For the first quarter of fiscal 2026, Klarna expects revenue of $900 million to $980 million, compared with estimates of $965.1 million. Gross merchandise value is projected at $32 billion to $33 billion, also below consensus estimates.<h2 class="st-heading-2">Analysts Split: Klarna’s Profitability Takes Centre Stage</h2>Brokerage reactions were mixed, as Wells Fargo and Morgan Stanley diverged from Keefe Bruyette’s stance and lowered their price targets on the stock, according to The Fly.Morgan Stanley lowered its price target on Klarna to $16 from $23 and maintained an ‘Equal Weight rating, signaling a 15% upside to the stock’s closing price of $13.85 on Thursday. The firm added that the stock’s 27% drop after earnings shows how urgently Klarna must focus on “becoming more meaningfully profitable”.Wells Fargo cut its price target to $32 from $45 but maintained an ‘Overweight’ rating. The firm said Klarna beat fourth-quarter estimates for gross merchandise value and revenue, but transaction margins missed expectations due to increased use of its banking and financing products, and margin guidance looked light.Meanwhile, Keefe Bruyette raised its price target on Klarna to $26 from $25 and kept an ‘Outperform’ rating.<h2 class="st-heading-2">Retail Traders Turn ‘Extremely Bullish’&nbsp;</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘extremely high’ message volumes. KLAR was also among the top trending tickers on the platform at the time of writing.<img src="https://news.stocktwits-cdn.com/KLAR_jpg_4875a0181d.webp" alt="KLAR.jpg">One user noted two price gaps on the chart at $18.84 and $25.45 and expects the stock to climb to $18 in the next couple of weeks.<stembedurl>https://stocktwits.com/StockAnalysis79/message/645414438</stembedurl>Another user expects a 4-5% dead cat bounce (DCB). DCB is a temporary recovery in a downtrend.<stembedurl>https://stocktwits.com/coveredcall123/message/645413168</stembedurl>The stock has tanked more than 50% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-evtv-stock-soar-pre-market-today/cZRN5TFR4xJ">Why Did EVTV Stock Surge 22% In Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

KLAR Stock Attempts Bounce After Record Crash – Morgan Stanley Urges ‘Meaningfully More Profitable’ Turn

Wells Fargo and Morgan Stanley cut their target price on KLAR stock after the company posted a fourth-quarter net loss.

KLAR Stock Rebounds After Earnings Shock: Analysts Split, Retail Believes Dead Cat Bounce Likely Next

<ul class="summary-bullets"><li>Benchmark noted that PGY shares plummeted more than 20% after reporting a modest topline miss and issuing softer-than-expected guidance for Q1 2026.</li><li>The selloff in Pagaya's shares was "violent and largely disconnected" from what management said during the company’s earnings call, Benchmark said.&nbsp;</li><li>Earlier on Monday, Pagaya reported revenue of $321 million, missing Wall Street estimates of $349.5 million, according to data from Fiscal.ai.</li></ul>Benchmark lowered its price target on Pagaya Technologies Ltd. (PGY), an Israel-based financial services company, to $33 from $48 while maintaining a ‘Buy’ rating on the shares.The current price target still indicates an upside of about 127% compared to the company’s current share price of $14.52 at the time of writing.The analyst’s revised price target comes after Pagaya reported fourth-quarter (Q4) earnings <a href="https://stocktwits.com/news-articles/markets/equity/pgy-stock-rising-today-ahead-of-ai-lenders-q4-earnings/cZbHxXpR48v">results</a> on Monday, reporting revenues that missed Wall Street expectations.Shares of PGY were down more than 23% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>Benchmark noted that PGY shares plummeted more than 20% after reporting a modest topline miss and issuing softer-than-expected guidance for Q1 2026 network volume, revenue, and adjusted EBITDA, according to TheFly.The selloff in Pagaya's shares was "violent and largely disconnected" from what management said during the company’s earnings call since what they described was not credit stress or operational slippage experienced directly by the company, Benchmark said.Instead, it was prudence — a deliberate, preemptive, action aimed at reducing Pagaya's exposure to tail risk, the analyst noted.<h2 class="st-heading-2">Earnings Update</h2>Pagaya reported revenue of $321 million, a growth of about 16.5% from the same period last year. However, it missed Wall Street estimates of $349.5 million, according to data from Fiscal.ai.Meanwhile, the company reported earnings per share (EPS) of $0.8, beating analyst estimates of an EPS of $0.77.For the first quarter of 2026, Pagaya forecasts revenue in the range of $315 million and $335 million, and adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) between $80 million and $95 million.For the fiscal year 2026, Pagaya forecasts revenue in the range of $1.4 billion to $1.57 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/PGY">PGY shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ territory in the same period.One bullish user said the selloff was an overreaction, typical for growth stocks. They said that in their opinion, PGY’s revenue will beat its 2026 target.<stembedurl>https://stocktwits.com/kror74/message/644462634</stembedurl>&nbsp;Another user said the stock is oversold, noting that it behaved similarly during the last earnings, before reversing course.<stembedurl>https://stocktwits.com/Tippmann98/message/644455386</stembedurl>&nbsp;Shares of PGY have gained more than 10% 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/why-are-clf-shares-down-today-q4-2025/cZbvdSSR4oi">Why Are CLF Shares Down Over 19% Today?</a>

 In this photo illustration, the Pagaya Technologies logo is seen displayed on a smartphone screen. 

What Is Benchmark’s Outlook On Pagaya After Its Q4 Results? 

Benchmark lowered its price target on Pagaya Technologies to $33 from $48 while maintaining a ‘Buy’ rating on the shares. 

<ul class="summary-bullets"><li>Pagaya reported earnings per share of $0.8, beating analyst estimates of an EPS of $0.34.</li><li>However, the company’s revenue of $321 million missed the estimated $349 million, according to Stocktwits data.</li><li>Prior to the fourth quarter, Pagaya beat earnings expectations in three out of the previous four quarters, while its revenue surpassed estimates in four out of the past four quarters.</li></ul>Pagaya Technologies (PGY) shares fell nearly 26% in Monday’s opening trade as the artificial intelligence-powered lender’s fourth-quarter (Q4) revenue missed Wall Street expectations.Pagaya reported earnings per share (EPS) of $0.8, beating analyst estimates of an EPS of $0.34. However, the company’s revenue of $321 million missed the estimated $349 million, according to Stocktwits data.Prior to Q4, Pagaya had beaten earnings expectations in three of the previous four quarters, while its revenue had surpassed estimates in all four.“Looking ahead, we will continue to leverage our platform and our disciplined risk framework, to further bridge the gap between Main Street and Wall Street,” said Pagaya CEO and co-founder, Gal Krubiner.Pagaya is an Israel-based financial services company that utilizes AI to evaluate loan applications, with an aim to be more precise with credit checks.For the fiscal year 2026, Pagaya forecasts revenue in the range of $1.4 billion to $1.57 billion. At the mid-point of $1.485 billion, Pagaya’s guidance fell short of Wall Street estimates of $1.52 billion, according to TheFly.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Analysts at Freedom Capital initiated coverage of Pagaya last week, assigning a $30 price target and a ‘Buy’ rating, according to TheFly. The firm called Pagaya a leader in AI-enabled credit underwriting with a “unique” two-sided ecosystem.According to Koyfin, of the 11 analysts covering the PGY stock, 10 have either ‘Buy’ or ‘Strong Buy’ recommendations, while one analyst has a ‘Hold’ rating. The 12-month average price target for the PGY stock is $38.18.<h2 class="st-heading-2">Pagaya’s Recent Partnerships</h2>Pagaya entered into multiple partnerships since the beginning of 2026, with the most recent being a $800 million asset-backed securitization (ABS) transaction announced last week. The company said that 32 investors participated in the program, and since 2018, it has issued more than $34.5 billion across 85 ABS transactions with over 150 institutional investors.In January, Pagaya entered into a new forward flow agreement with Sound Point Capital Management, under which Sound Point purchased up to $720 million in point-of-sale loans sourced through Pagaya’s platform.<a href="https://stocktwits.com/symbol/PGY">PGY stock</a> is down 34% year-to-date, but up 11% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bofa-flow-show-long-detroit-short-davos-trump-affordability-push/cZbFhAYR4F3">BofA Says 'Stay Long Detroit, Short Davos' Amid Trump's Affordability Push — What Does It Mean?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

PGY Stock Tanks 26% Today – Q4 Revenue Misses Wall Street Expectations

For the fiscal year 2026, Pagaya forecasts revenue in the range of $1.4 billion to $1.57 billion, and at a mid-point of $1.485 billion, it fell short of an expected $1.52 billion.

<ul class="summary-bullets"><li>Morgan Stanley analyst James Faucette explained that the recent dip in Affirm’s share price creates what he sees as a “compelling” opportunity for investors.&nbsp;</li><li>AFRM stock has declined by over 16% year-to-date.&nbsp;</li><li>For its second-quarter (Q2) fiscal 2026, analysts expect a revenue of $1.05 billion and earnings per share (EPS) of $0.84.&nbsp;</li></ul>Morgan Stanley has shifted its stance on Affirm Holdings Inc. (AFRM), upgrading the stock to an ‘Overweight’ recommendation from ‘Equal Weight’ with a revised price target of $76, down from the previous $83 ahead of its earnings on Thursday.&nbsp; This marks a renewed vote of confidence in the buy-now, pay-later fintech despite recent pressure on its shares and concerns around consumer credit trends, according to TheFly.&nbsp;However, the price target was revised to reflect near-term growth and credit risks.<a href="https://stocktwits.com/symbol/AFRM">Affirm stock</a> traded over 4% higher in Tuesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory, and message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_053816_png_0d57ae7d80.webp" alt="AFRM’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="929" height="103"><figcaption>AFRM’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Did Morgan Stanley Shift Its Stance On AFRM?</h2>Morgan Stanley analyst James Faucette explained that the recent dip in Affirm’s share price creates what he sees as a “compelling” opportunity for investors, particularly given uncertainties tied to growth slowdown and credit conditions.&nbsp;The firm’s review suggests the challenges impacting Affirm, particularly the deceleration in growth and elevated consumer credit concerns, are likely temporary and should ease over time.&nbsp;Morgan Stanley reiterated its belief in the broader buy-now, pay-later (BNPL) segment’s increasing share of e-commerce payments, and positions Affirm as a pivotal participant in that shift.AFRM stock has declined by over 16% year-to-date.&nbsp;<h2 class="st-heading-2">New Alliances Strengthen Platform Expansion&nbsp;</h2>Affirm has announced a series of partnerships this year, expanding its payments platform business. The company formed a long-term alliance with Intuit Inc. (INTU) to integrate its pay-over-time solution into QuickBooks Payments, providing small and medium-sized enterprises with enhanced checkout flexibility while improving cash flow.The company has also deepened its collaboration with Expedia Group (EXPE), naming Affirm as the exclusive installment payment option across Expedia’s key U.S. travel brands, aiming to help customers book trips with more ease.For its second-quarter (Q2) fiscal 2026, analysts expect a revenue of $1.05 billion and earnings per share (EPS) of $0.84.&nbsp;AFRM stock has gained over 3% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-banks-meet-white-house-on-crypto-market-structure/cZbi8f0R4ll">US Banks Meet White House On Crypto Market Structure As Stablecoin Rewards Divide Deepens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Affirm Holdings, Inc. 

Affirm Gets A Morgan Stanley Upgrade Ahead Of Earnings – Firm Sees AFRM Stock’s Weakness As A ‘Compelling’ Opportunity 

The firm’s review suggests the challenges impacting Affirm are likely temporary and should ease over time. 

ETFs Likely to Benefit from Thanksgiving Weekend Sales

Thanksgiving shopping is set to boost retail and tech ETFs. XRT, IBUY, ONLN, IPAY, BPAY and PSCD could be the biggest winners of the holiday spending boom.

Consumers Cautious in Holiday Season: ETFs to Win/Lose

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.



Block Surges on S&P 500 Inclusion: ETFs in Focus

Block (XYZ) surged 8.5% in extended trading on July 18, 2025, following news of its inclusion in the S&P 500, replacing Hess and drawing investor attention to ETFs like SPYA and DAPP, which are expected to benefit.

How Is Mastercard's Stock Performance Compared to Other FinTech Stocks?

Mastercard has significantly outperformed other fintech stocks over the past year and analysts remain strongly bullish on the stock’s prospects.

Is Wall Street Bullish or Bearish on Fidelity National Information Services Stock?

Fidelity National Information Services has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

Current Price	$24.08
Prev Close	$24.29
Open	$24.08
Dividend Yield	N/A
50-Day Moving Average	$23.63
Beta	N/A
Avg. Volume	1,484.61
PE Ratio	N/A

52-Week High	$34.69
52-Week Low	$21.33
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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