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Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as traders anticipate news from an upcoming conference and potential operational updates, focusing on the company's shift towards AI infrastructure and efficient energy use. Community members are actively discussing price targets and potential short squeezes, citing the stock's low float and past volatility. This buzz comes after the company resolved a legal battle with its former CEO, which is now seen as a positive catalyst for its re-emergence.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle's stock is plunging amid concerns about rising AI costs and increasing debt, overshadowing otherwise strong cloud growth and backlog. The community is actively debating whether this dip is an overreaction or a sign of deeper problems with Oracle's AI strategy, while some see a buying opportunity, others fear further declines.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future! LOAD!

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as investors debate whether it's a buying opportunity after hitting new lows, driven by concerns about competition and tax-loss harvesting. Community discussions revolve around the potential for a turnaround, the impact of Amazon's growing presence, and frustrations with the company's leadership amidst a significant year-to-date decline. Despite strong financials and AI investments, the stock struggles to gain momentum, leaving investors divided between those anticipating a rebound and those fearing further downside.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

BTTC is trending due to positive news around its DAT+ framework, sparking discussions about its potential in the digital asset space. Community members are actively debating the possibility of a significant squeeze, with some expressing concerns about trading halts and market manipulation. The stock's volatile price action and association with the crypto sector are also fueling the conversation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors anticipate its upcoming Autonomy and AI Day, with discussions focused on the company's technology roadmap and potential advancements in autonomous driving. The community is debating whether the event will be a catalyst for growth or a "sell the news" event, and there is also some skepticism related to competition in the EV sector and historical stock manipulation.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending due to its derivatives arm, Gemini Titan, securing a CFTC license to launch regulated prediction markets in the U.S., a move celebrated by CEO Tyler Winklevoss. Community chatter highlights the potential for a short squeeze and increased valuation, with some drawing comparisons to prediction market competitors. The license is viewed as a significant catalyst, potentially unlocking substantial growth amid the broader crypto adoption boom.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL is trending due to a recently announced national retail distribution agreement with Walmart, sparking community excitement about increased market reach. Discussions revolve around the potential for a short squeeze, given the stock's low float and high short interest. Some traders are closely watching volume and key price levels, while others express caution about potential volatility.

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 experiencing volatility as traders react to a mix of news, including a report of declining funded customers in November and Cantor Fitzgerald's updated overweight rating with a price target of 155. Community discussions revolve around the dip as a buying opportunity versus concerns about trading volumes and market manipulation. The stock's correlation with Bitcoin's price movement and the broader market adds to the uncertainty, despite some anticipating a potential Santa Claus rally.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs ($PL) is trending following positive Q3 earnings, guidance, and a new contract with the U.S. Navy, driving discussions about its growth potential in the space and defense sectors. The community is focused on the company's strong financials and backlog, and its potential as a long-term investment, with some eyeing a breakout towards $20. The recent surge is also attributed to increased interest in space data and infrastructure, with some comparing it to a mini SpaceX.

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<ul class="summary-bullets"><li>Digital Media ARR rose 11.5%, but overall fundamentals and GenAI payoff remain under scrutiny.</li><li>Figma and Canva’s rising adoption threatens Adobe’s dominance of creative tools.</li><li>Analysts see value at current valuations, yet timing for a sentiment rebound is uncertain.</li></ul>Adobe’s reign as the top design firm is no longer guaranteed, with a raft of competitors buffeting it from every side. The topline growth and the bottom line have plateaued in recent quarters despite the company's embrace of artificial intelligence (AI) in a big way. Is the creative juice running dry?<h2 class="st-heading-2">Stuck In Downtrend</h2>The 2025 revenue marked a record, but investors haven’t come around to view Adobe as a “must-have” stock. After a consolidation move early this year,&nbsp;<a href="https://stocktwits.com/symbol/ADBE">Adobe's stock</a> traced a downward trajectory. Although recovering from the Trump tariff bottom in early April, it is once again locked in a broadly downward-trending channel.<img src="https://news.stocktwits-cdn.com/Adobe_YTD_Trajectory_png_f2f388b889.webp" alt="Adobe YTD Trajectory.png">Source: KoyfinAdobe has generated negative stock returns this year, sliding over 22%, underperforming the broader market and the software industry. Its stock, however, did not fare as badly as that of smaller rival Figma, which had a stellar debut on Wall Street in late July,&nbsp;only to slump by more than 66% as the year heads to a close.<img src="https://news.stocktwits-cdn.com/Adobe_YTD_Return_png_23a68159a0.webp" alt="Adobe YTD Return.png">Source: Koyfin<h2 class="st-heading-2">Lackluster Fundamentals&nbsp;</h2>The topline growth has not picked up pace, remaining around 10% since the fourth quarter of 2022, and the bottom line has plateaued since recovering from a sharp dip in the first quarter of last year.<img src="https://news.stocktwits-cdn.com/Adobes_Revenue_Profits_png_10d137eacb.webp" alt="Adobes_Revenue_Profits.png">Source:&nbsp;Fiscal.aiWhile downgrading Adobe’s stock rating to ‘Equal-Weight’ from ‘Overweight’ in late September, Morgan Stanley’s Keith Weiss expressed concerns about the ability to adopt generative AI (GenAI) successfully. The analyst noted that annual recurring revenue (ARR) growth in the Digital Media business, which provides creative software tools such as Photoshop and Illustrator via Creative Cloud, and document solutions such as Adobe Acrobat, diverged directionally from the pace and quality of innovation embedded in the product portfolio.The analyst suggests the variance may stem from direct GenAI monetization lagging initial investor expectations and a sizeable portion of the Adobe ARR base lacking confidence that GenAI advancements are a net positive.&nbsp;The annual results reported Wednesday after the close showed that the company exited 2025 with Digital Media ARR of $19.20 billion, marking 11.5% YoY growth. This business fetches roughly three-fourths of Adobe’s revenue.&nbsp;<img src="https://news.stocktwits-cdn.com/Digital_Media_ARR_png_95295bddda.webp" alt="Digital_Media_ARR.png">CEO Shantanu Narayen, however, sounded upbeat. In a statement, the corporate chief said, “By advancing our innovative generative and agentic platforms and expanding our customer base, we are excited to target double-digit ARR growth in FY2026.”It remains to be seen whether Firefly, Adobe’s creative GenAI models and web apps, which it has integrated across its entire product portfolio, will gain further traction and drive growth. On the earnings call, President of Digital Media Business David Wadhwani said:<blockquote>“We are attracting new creators to Adobe through the Firefly application, which can be purchased through our Firefly Standard, Pro and Premium subscription plans.”</blockquote><h2 class="st-heading-2">Is Figma, Canva Hurting Adobe?</h2>Relatively new entrants such as Figma and Canva are on a roll, bringing in their unique strengths to the design software space. Adobe once attempted to buy Figma for about $20 billion, but then called off the deal due to antitrust concerns. According to the BCG Matrix, Adobe has an estimated 58%&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://matrixbcg.com/blogs/competitors/adobe">share</a> in the creative software industry.But rivals are catching up. Morgan Stanley analyst Elizabeth Porter sees Figma as the “industry standard” in product design software. The analyst highlighted the company’s real-time collaboration platform as its competitive advantage, helping to accelerate the process of turning ideas into digital products.Consolidating workflows and expanding beyond UX designers to developers, marketers, and product managers provides a long runway to increase penetration from 4% currently, in an estimated total addressable market (TAM) of about $26 billion, the analyst said.Still privately held, Canva, though a smaller rival, is seen as a serious emerging threat to Adobe. The company, widely rumored to go public in 2026, relaunched its Affinity creative suite, comprising Photo, Designer, Publisher, as one all-in-one Affinity app that is free for everyone. Canva’s strength is in graphics.&nbsp;An AlphaSense report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.alpha-sense.com/resources/research-articles/figma-creative-cloud-market/">stated</a> that Figma’s real advantage is its UI/UX design space, which boasts around 80-90% market share, while another report puts the estimate at about 41%.&nbsp;<h2 class="st-heading-2">Retail Views Diverge With Investors</h2>Adobe stock has primarily elicited ‘extremely bullish’ sentiment from among retail traders on the Stocktwits platform this year.<figure class="image"><img style="aspect-ratio:721/438;" src="https://news.stocktwits-cdn.com/ADBE_RS_png_55a6442400.webp" alt="ADBE-RS.png" width="721" height="438"></figure>Morgan Stanley’s Weiss summarized his investment thesis on Adobe in his September note as follows:<blockquote>“While we continue to see a positively skewed risk/reward at these levels…, with ~15x P/E demonstrating compelling value for a core Software franchise, we recognize the lift needed to re-engage sentiment on shares, and with limited confidence in timing that catalyst path, we see cleaner near-term narratives elsewhere in Software and move to the sidelines.”</blockquote>Stifel, which has a ‘Buy’ rating on the stock, said in a recent note that the key overhang has been the belief that AI will be a disruptive force for creative departments, according to a summary on The Fly.But most Wall Street firms hold a bullish stance on Adobe. According to Koying, 25 out of the 40 analysts covering the stock have either a ‘Buy’ or ‘Strong Buy’ rating. While 12 analysts remained on ‘Hold,’ three rated it as a ‘Sell.’ The average price target for the stock ($444.23) implies a 30% upside over the next year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">Behind Oracle’s AI Boom Lies A Balance-Sheet Time Bomb: Here Are 3 Red Flags</a>

A sign is posted on the exterior of an Adobe office on December 10, 2025 in San Francisco, California. Software maker Adobe will report fourth-quarter earnings today after the closing bell. 

Adobe Was Once Untouchable — Now AI Upstarts, Stalled Growth And A Figma-Sized Shadow Are Testing Its Creative Empire

 Despite record annual revenue, Adobe faces stalled growth, rising competition from Figma and Canva, and investor doubts about whether its AI bets will reignite momentum.

Adobe’s Creative Crown Slips As Figma, Canva And AI Turbulence Shake Its Mojo

Equity

 Despite record annual revenue, Adobe faces stalled growth, rising competition from Figma and Canva, and investor doubts about whether its AI bets will reignite momentum.


Should You Invest in the Global X Cloud Computing ETF (CLOU)?

<ul class="summary-bullets"><li>The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;</li><li>CEO Carl Eschenbach attributed the solid quarter to the strength and diversity of its business and the momentum seen across its AI portfolio.</li><li>Year-to-date, Workday stock has lost nearly 10%.</li></ul>Workday, Inc. (WDAY) shares slipped over 5% in Wednesday’s early premarket session as investors digested the company’s quarterly results that showed top-line growth roughly in line with estimates and subscription revenue growth that is forecast to slow down.Workday is a cloud-based software-as-a-service (SaaS) company that provides an artificial intelligence (AI)-powered platform for human resource and financial management.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> has lost nearly 10%.<h2 class="st-heading-2">Workday’s Q3 Earnings Snapshot</h2>Pleasanton, California-based Workday reported adjusted earnings per share (EPS) of $2.32 for the third quarter of the fiscal year 2026, and revenue of $2.432 billion, up 12.6% year over year (YoY). The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;The faster pace of repurchases during the quarter also boosted the EPS.&nbsp;Subscription revenue climbed 14.6% to $2.24 billion. The 12-month subscription revenue backlog climbed 17.6% YoY to $8.21 billion, accelerating from the 16.4% increase in the second quarter.CEO Carl Eschenbach said, “Workday delivered another solid quarter, fueled by the strength and diversity of our business and the momentum we're seeing across our AI portfolio.”&nbsp;The company said the quarterly performance was driven by “continued progress across several key growth initiatives.”<h2 class="st-heading-2">Workday’s Outlook</h2>CFO Zane Rowe said, “We now expect fiscal 2026 subscription revenue of $8.828 billion, growth of 14%, and non-GAAP operating margin of approximately 29%."The company guided fourth-quarter subscription revenue to $2.355 billion, up 15.5%, and an adjusted operating margin of at least 28.5%. According to a CNBC report, the consensus estimates for the metrics are at $2.35 billion and 28.7%, respectively.&nbsp;<h2 class="st-heading-2">What Workday Retail Feels About Stock</h2>On Stocktwits, retail sentiment toward the stock stayed ‘extremely bullish’ as of early Wednesday, and the message volume increased to ‘extremely high levels.A bullish user said they were feeling good about the earnings.<stembedurl>https://stocktwits.com/destinyb5/message/637433283</stembedurl>Another user said the stock will likely go much higher as the company offers AI for government and businesses. “Very undervalued, $300 will come quick,” they said.<stembedurl>https://stocktwits.com/Willjohnson_97/message/633028942</stembedurl>According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-founders-larry-page-sergey-brin-break-into-top-5-richest-list/cL53jxuREgz">Google Founders Larry Page, Sergey Brin Break Into Top 5 Richest List As Alphabet Stock Basks In AI Glory</a>

Workday logo is displayed on the screen of an iPad.

 Workday Slips Premarket On Cooling Subscription Growth — Retail Bulls Call The Stock ‘Undervalued’

According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels. 

<ul class="summary-bullets"><li>Founder and CEO Eric Yuan said the company is building on its vision as an AI-first platform.</li><li>The online monthly churn remained steady year over year (YoY) at 2.7%.&nbsp;</li><li>The Zoom stream on Stocktwits saw a 2,800% increase in 24-hour message volume leading up to late Monday.</li></ul>Video-conferencing app provider Zoom Communications, Inc.’s (ZM) stock climbed more than 3.5% in Monday’s extended trading following a beat-and-raise third-quarter. The company also announced a $1 billion increase to its stock repurchase authorization.<a href="https://stocktwits.com/symbol/ZM">Zoom stock,</a> which once traded at nearly $600 on its credentials as a COVID-19 play, has now notably pulled back from its all-time highs. The stock is down almost 4% year to date.<h2 class="st-heading-2">Zoom’s Q3 Snapshot</h2>San Jose, California-based Zoom reported adjusted earnings per share (EPS) of $1.52 and revenue of $1.23 billion for the third quarter of fiscal year 2026, up from $1.38 and $1.18 billion reported for the year-ago quarter.&nbsp;The results exceeded the Fiscal.ai-compiled consensus estimates of $1.40 and $1.217 billion, respectively.Founder and CEO Eric Yuan said the company is building on its vision as an artificial intelligence (AI)-first platform. “Our disciplined approach is fueling top-line growth, stellar profitability, and lower dilution, helping us turn AI innovation into real, lasting value for customers and shareholders."Among user metrics, Zoom ended the quarter with 4,363 customers contributing more than $100,000 in trailing 12-month (TTM) revenue, up 9%. The net dollar expansion rate for enterprise customers was 98% on a TTM basis, and online monthly churn remained steady year over year (YoY) at 2.7%.&nbsp;<h2 class="st-heading-2">Zoom’s Outlook</h2>The company expects fourth-quarter adjusted EPS of $1.48-$1.49 and revenue of $1.230 billion to $1.235 billion, versus the consensus estimates of $1.46 and $1.236 billion, respectively.&nbsp;It raised its full-year adjusted EPS outlook to $5.95-$5.97 from $5.81-$5.84. The company also upped its revenue guidance to $4.852 billion to $4.857 billion $4.817 billion to $4.827 billion.<h2 class="st-heading-2">What Retail Feels About Zoom Stock</h2>On Stocktwits, retail sentiment toward Zoom stock strengthened to ‘extremely bearish’ as of late Monday, from ‘bearish’ a day ago. Retail buzz increased to ‘extremely high’ levels. The 24-hour message volume change leading up to late Monday was over 2,800%.A bullish user called on fellow retailers to be patient with Zoom stock and said it would rise another 7% from $81.50 in the near term.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/637349390</stembedurl>Another user lauded the ‘beat-and-raise’ quarter and the $1 billion additional stock buyback. “Call center segment is really coming alive. Still looking for $90-$95 by EOY on a very reasonable P/E multiple,” they said.<stembedurl>https://stocktwits.com/Gamut_Cam/message/637336193</stembedurl>According to Koyfin, the average analysts’ price target for Zoom stock is $93.04, implying nearly 20% upside from Monday’s closing level.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/walmart-robotics-vendor-symbotic-s-stock-rocketed-nearly-15-after-hours-here-s-why/cL522d6REXc">Walmart Robotics Vendor Symbotic’s Stock Rocketed Nearly 15% After-Hours — Here’s Why</a>

The Zoom logo is on display at the International Broadcasting Convention (IBC2025) on September 12, 2025 in Amsterdam, Netherlands. 

Zoom Stock Jumps 3% After Hours Following Beat-And-Raise Q3, Retail Traders Tune In

Zoom retail traders turned markedly upbeat as the company highlighted its “top-line growth, stellar profitability, and lower dilution.”

<ul class="summary-bullets"><li>Analysts, on average, expect the company to report adjusted EPS of $1.40 and revenue of $1.217 billion for the third quarter of fiscal year 2026.</li><li>According to Koyfin, the average analysts’ estimate for Zoom stock is $93.04, implying about 18% upside from current levels.</li><li>Ahead of earnings, Rosenblatt stated that Zoom's "180-degree" pivot to a partner-first model is "supercharging" its go-to-market motion.</li></ul>Video-conferencing app provider Zoom Communications, Inc.’s (ZM) shares rose over half a percent in the early premarket session on Monday, as traders look ahead to the company’s quarterly results due after the market closes.<a href="https://stocktwits.com/symbol/ZM">Zoom stock</a> has lost about 3.7% this year.<h2 class="st-heading-2">What Analysts Expect From Zoom’s Q3 Print</h2>According to Fiscal.ai, analysts expect the company to report adjusted earnings per share (EPS) of $1.40 and revenue of $1.217 billion for the third quarter of fiscal year 2026. This compares to the year-ago numbers of $1.38 and $1.18 billion, respectively.In mid-November, the stock received price target raises from Citi and Rosenblatt, according to the Fly. Citi lifted its price target for the stock to $94 from $85, while it maintained a ‘Neutral’ rating on the stock. Rosenblatt increased its price target to $115 from $110 and maintained a ‘Buy’ rating.Citi said its checks indicated that Zoom’s underlying business was stable to improving and, citing resilient sales trends, raised its sales estimates for the company. Rosenblatt also increased its revenue estimates for Zoom for the 2026 to 2027 period, citing its bullish checks. Zoom's "180-degree" pivot to a partner-first model is "supercharging" its go-to-market motion, analysts at the firm said.Zoom’s current outlook models fiscal year adjusted EPS of $5.81-$5.84 and revenue of $4.817 billion to $4.827 billion, versus the consensus estimates of $5.56 and $4.84 billion, respectively.<h2 class="st-heading-2">What Retail Feels About Zoom’s Stock</h2>On Stocktwits, retail sentiment toward Zoom stock remained ‘bearish’ as of early Monday, and the message volume was at ‘low’ levels.A bearish analyst expects the stock to trade at sub-$10 levels after earnings. “A massive haircut coming,” they warned.<stembedurl>https://stocktwits.com/Babasstonk/message/637127336</stembedurl>According to Koyfin, the average analysts’ estimate for Zoom stock is $93.04, implying about 18% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-ai-stalwart-nvidia-s-stock-is-rising-premarket/cL5bPXkREfr">Why AI Stalwart Nvidia’s Stock Is Rising Premarket</a>

In this photo illustration, the Zoom logo is displayed on a smartphone screen, on February 23, 2025 in Chongqing, China. 

Zoom Stock In Spotlight Ahead Of Q3 Report — Analysts See Upside Despite Retail Gloom

Zoom retail traders remained downbeat on the communication services company, although analysts noted improving underlying business trends.

<ul class="summary-bullets"><li>Jefferies analyst expects the company to benefit from growing AI adoption and conservative guidance.</li><li>&nbsp;Snowflake stock currently trades at a forward price-earnings (P/E) multiple of 174.</li><li>Snowflake stock is up more than 51% this year.</li></ul>Snowflake, Inc. (SNOW) stock, which rose to its highest level in nearly four years in early November, hasn’t sidestepped the tech-led sell-off that has occurred since then. The stock is now down more than 16% from the early November high of $280.67.After falling 4.34% to $234.03 on Friday, the stock is trading up more than 1% in overnight trading, according to Yahoo Finance.<h2 class="st-heading-2">Strong Demand Trends</h2>Jefferies analysts said a partner survey showed robust demand for Snowflake, catalyzed by artificial intelligence (AI), according to a summary of the note available on the Fly. Bozeman, Montana-based Snowflake is a cloud-based AI-powered data storage company.Encouraged by the positive checks, analysts at the firm see the company having a strong second half of 2025. They also expect the company to benefit from growing AI adoption and conservative guidance.&nbsp;Snowflake is a top pick at Jefferies. As such, the firm raised its price target for the Snowflake stock to $300 from $270. The updated price target implies 28% upside from the current beaten-down levels.&nbsp;Snowflake has been quick to announce enterprise partnerships recently. The company announced a new integration with Nvidia to accelerate machine learning (ML) workflows directly within its platform, as well as a collaboration with SAP to enable organizations to seamlessly leverage Snowflake’s AI Data Cloud and SAP Business Data Cloud.&nbsp;It also unveiled Snowflake Intelligence, an enterprise-grade intelligence agent, and new developer tools to support agentic AI development.<h2 class="st-heading-2">What Retail Feels About Snowflake</h2>On Stocktwits, retail sentiment toward Snowflake remained ‘bearish’ as of late Sunday, while the message volume was at ‘normal’ levels. Sentiment has deteriorated from the ‘bullish’ mood seen a month ago.<h2 class="st-heading-2">Does Snowflake Stock Flash A Buy Signal?</h2>Snowflake stock currently trades at a forward price-earnings (P/E) multiple of 174 and an enterprise value/sales (EV/S) multiple of 15.1. The forward P/E ratio for Snowflake is notably higher than the 21.5 median P/E for the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gurufocus.com/stock/SNOW/summary">software</a> industry.&nbsp;Sell-side apparently thinks valuation is justified. According to Koyfin, the average price target for the stock is $271.76, implying 16% upside potential.&nbsp;Technically, the trend is broadly to the upside, with the shorter-term simple moving averages (SMAs) trading above their longer-term counterparts. A golden cross occurred in December, when the 50-day SMA moved above the 200-day SMA, and it has since then held above the latter. The 14-day relative strength index (RSI) is at 33, suggesting oversold levels.The short interest in the stock is 3.70%, up from the year’s low of around 2.80% in June. Snowflake stock is up more than 51% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-to-roll-out-age-checks-in-australia-this-week-to-comply-with-new-law/cL5GtYGREfg">Snap To Roll Out Age Checks In Australia This Week As New Law Blocks Under-16 Users From Social Media</a>

Snowflake, the cloud computing-based data company that offers cloud-based storage and analytics services, at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 28, 2024. (Photo by Joan Cros/NurPhoto via Getty Images)

Snowflake Analysts Predict Strong H2: Is The Stock A Buy At Current Levels?

Jefferies raised its price target for Snowflake to $300 from $270, implying 28% upside from current beaten-down levels. 

Shares of&nbsp;Workday, Inc. (WDAY)&nbsp;surged 5.12% to $230.22 in Tuesday's after-hours trading,&nbsp;following a stake buildup by an activist investor in the AI-driven human resources software developer.Elliott Investment Management said in a press&nbsp;release that it had built up a stake worth more than $2 billion in Workday,&nbsp;making it the fourth-largest institutional investor in the company.&nbsp;Vanguard Group, which holds about $5 billion worth of Workday shares, is currently its largest institutional investor, according to Koyfin.Elliott acknowledged the efforts of CEO Carl Eschenbach, CFO Zane Rowe, and the entire Workday team for making "substantial progress" in recent years.The activist investor also said it is pleased with its dialogue with Workday's management team. It lauded the company for the multi-year plan announced at the Financial Analyst Day held on Tuesday. This plan would drive substantial long-term value creation for the company's shareholders, it added. "We look forward to continued collaboration with the company."In a response statement, Workday said, "We appreciate Elliott's support," but did not elaborate further.Workday stock has fallen about 15% this year, underperforming the broader market, the tech sector, and the software industry. The company made a slew of announcements on Tuesday, coinciding with its analyst day, including a new collaboration with Microsoft to deliver unified AI agents to its customers via the software giant's Azure AI Foundry and Copilot Studio.The company also announced "Workday Build," a developer platform that allows customers and partners to create, share, and scale AI-powered solutions directly on its platform. Separately, the company announced that it has agreed to <a href="https://stocktwits.com/news-articles/markets/equity/workday-to-acquire-sana-for-about-1-1-b/chwyjctRdzB">acquire</a> enterprise knowledge tools company Sana for $1.1 billion — its third AI-related deal in less than two months.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> improved to 'neutral' (47/100) by late Tuesday from 'bearish' a day ago. The message volume remained at 'extremely low' levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/martin-shkreli-shorts-opendoor-stock/chwyrOyRdz6">‘Pharma Bro’ Martin Shkreli Shorts Opendoor Technologies, Stock Tumbles 5%</a>

Workday’s shares have shed a little over 2% year-to-date.

Why Workday's Stock Jumped Over 5% After-Hours Today

Shares of Workday, Inc. (WDAY) surged 5.12% to $230.22 in Tuesday's after-hours trading, following a stake buildup by an activist investor in the AI-driven human resources software developer.

Elliott Investment Management has acquired a substantial stake in the company.


Adobe, Inc. (ADBE) shares climbed more than 2.5% in Thursday’s extended session after the company reported a beat-and-raise quarter.The Santa Clara, California-based company’s stock was among the top trending tickers on Stocktwits late Thursday. Retail sentiment toward <a href="https://stocktwits.com/symbol/ADBE">Adobe stock</a> stayed ‘extremely bullish’ (98/100) following the earnings, and the message volume on the stream was ‘extremely high’ as retailers discussed the quarterly report.<figure class="image"><img style="aspect-ratio:614/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_11_at_9_29_30_PM_png_68a61cad61.webp" alt="Screenshot 2025-09-11 at 9.29.30 PM.png" width="614" height="64"><figcaption>ADBE sentiment and message volume as of 9:30 p.m. ET, Sept. 11 | source: Stocktwits</figcaption></figure>Adobe, a provider of document processing software and tools, announced record third-quarter revenue, driven by the strength of its subscription revenue for both its Digital Media and Digital Experiences businesses.The key metrics for the third quarter of fiscal year 2025 are as follows:<ul style="list-style-type:circle;"><li>Adjusted earnings per share (EPS): $5.31 Vs. $5.18 consensus (Fiscal.ai)</li><li>Revenue: $5.99 billion (11% YoY growth) Vs. $5.91 billion consensus</li></ul>&nbsp;CEO Shantanu Narayen said, “Adobe is the leader in the AI creative applications category with AI-influenced ARR surpassing $5 billion and AI-first ARR already exceeding our $250 million year-end target.” ARR stands for annual recurring revenue, which is the predictable annual income for a subscription-based business.“Given our customer strategy, AI product innovation and strong go-to-market execution, we’re pleased to once again raise our FY25 total revenue and EPS targets.”Adobe’s full-year guidance now stands at $23.65 billion to $23.70 billion in revenue and $20.80 to $20.85 in adjusted EPS, which compares favorably to the average analysts’ estimates of $23.57 billion and $20.58, respectively.The fourth-quarter guidance calls for revenue of $6.075 billion to $6.125 billion and adjusted EPS of $5.35 to $5.40. Wall Street’s consensus estimates are at $6.09 billion and $5.34.Adobe stock is down over 21% for the year, even as the tech sector, represented by the Nasdaq Composite Index, trades at a record high.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/mogu-stock-soars-to-nearly-4-year-high-on-20-m-crypto-bet-in-btc-eth-and-sol/chwNAwKRdwb">Mogu Stock Soars To Nearly 4-Year High On $20M Crypto Bet In BTC, ETH, And SOL</a>

In this photo illustration, a smartphone held in a hand shows the logo of Adobe Inc. (NASDAQ: ADBE) on September 4, 2025 in Chongqing, China. 

Why Adobe Stock Rose In Today’s After-Hours Session

Citing AI product innovation and strong go-to-market execution, the company once again raised its 2025 total revenue and EPS targets.

Adobe, Inc. (ADBE) shares&nbsp;were about 0.7% higher in Thursday’s early premarket trading as the document processing software and tools provider prepares to release its quarterly results.On Stocktwits, retail sentiment toward Adobe stock remained ‘extremely bullish’ (91/100) by early Thursday, while the message volume on the stream picked up pace to ‘extremely high’ levels.A bullish user inquired whether the stock could reach $500. It closed Wednesday’s session down 1.10% at $350.16.<stembedurl>https://stocktwits.com/co0lduggar/message/628263005</stembedurl>Another user said they took a small position in the stock and waited to see if the earnings could reverse the stock.<stembedurl>https://stocktwits.com/Renecurtis/message/628225981</stembedurl>Adobe stock is down over 21% this&nbsp;week, even as the tech-heavy Nasdaq Composite Index traded at new highs.According to Fiscal.ai-compiled consensus, Adobe is expected to report adjusted earnings per share (EPS) of $5.18 for the third quarter of the fiscal year 2025. Revenue is expected to be $5.91 billion. This would mark year-over-year (YoY) increases from $4.65 and $5.41 billion reported for the year-ago period.Wall Street analysts took down their price targets for Adobe stock ahead of the quarterly report, according to the Fly. Among the downward adjustments are:<ul style="list-style-type:circle;"><li>Oppenheimer: to $460 from $500; rated an ‘Outperform’</li><li>RBC Capital: to $430 from $480; rated an ‘Outperform’</li><li>Mizuho Securities: to $460 from $530; rated an ‘Outperform’</li><li>UBS: to $400 from $430; rated ‘Neutral’</li></ul>&nbsp;Oppenheimer analyst Brian Schwartz said in a report released earlier this week that the bar is low going into the earnings print, and Adobe’s valuation reflected a lot of bad news. The analyst stated that the company&nbsp;would&nbsp;not disclose any material financial or product information in its third-quarter report and&nbsp;would reserve it for its MAX customer conference in October. At the same time, the firm sees limited downside as multiples were at five-year lows.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-subdued-as-investors-eye-inflation-data/chwN919RdHp">Nasdaq, S&amp;P 500 Futures Subdued As Investors Eye Inflation Data: Analyst Warns AI Bubble Peaking As Bull Run Takes Market To Record High</a>

In this photo illustration, the logo of Adobe Inc. is displayed on a smartphone screen, with the company's signature red branding visible in the background, on June 08, 2025, in Chongqing, China. 

Why Adobe Stock Is Rising Premarket Today

Adobe is expected to report adjusted earnings per share of $5.18 for the third quarter of the fiscal year 2025, and revenue of $5.91 billion. 

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The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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