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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovins stronger-than-expected quarterly results, upbeat forward guidance and expanded share-repurchase authorization have fueled a sharp rebound after a steep selloff. Bulls are celebrating the turnaround and speculating about a short squeeze, while skeptics caution that the earnings-driven rally could fade and some traders are taking profits.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps Q3 results sparked concern over slower user growth, particularly in North America, and softer advertising growth, despite improved profitability and positive Q4 guidance. Traders are divided between focusing on those audience and ad-business headwinds and seeing stronger cash generation, subscriptions, and guidance as signs of progress.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly results and outlook are driving debate: modest beats and growth in auto and IoT were offset by weaker handset sales, rising memory and supplier costs, and a cautious profit outlook, prompting a negative post-earnings reaction. Traders disagree on whether diversificationincluding data-center ambitions and the SpaceX/Starlink partnershipcan counter pressure in the phone business.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly results are driving discussion after revenue fell short of expectations, prompting concern about execution and further selling. Bulls counter that margins and backlog improved and full-year guidance was reaffirmed, while bears focus on the revenue miss and dilution concerns.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros earnings-related guidance concerns and signs of slower same-store sales and customer traffic have driven a sharp selloff and ongoing focus on the stock. Bears point to slowing growth, competition, rising costs and a still-rich valuation, while bulls argue the decline is overdone and see the companys expansion plan as a reason to buy the dip.

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.

Arms quarterly results beat expectations, but shares are falling as traders question the forward outlook and whether strong AI and data-center demand can justify the stocks valuation. Bulls point to accelerating demand for Arms new CPU business, while others see the post-earnings drop as part of broader pressure on semiconductor stocks.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents earnings beat expectations and its outlook was raised, with traders also highlighting strong AI data-center demand and a new long-term customer agreement. Despite bullish views on the fundamentals, some are frustrated by the weak share reaction and point to broader AI-stock selling and worries about capex sustainability.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys Q3 results are driving attention, with traders highlighting a revenue beat, raised full-year outlook, and progress toward FAA certification; bullish posts point to improving execution and defense business, while skeptics remain concerned about certification timing, cash burn, and dilution risk.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMAs strong third-quarter results, led by continued ASCENIV growth and a higher adjusted earnings outlook, sparked a sharp bullish reaction after traders had worried about the earnings report. Many celebrated the results and speculated that short sellers may need to cover, while some remained focused on the stocks volatility and whether the momentum would hold.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It 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 Desks steep decline and concerns about weak ad-spend growth, earnings, and competition are driving discussion. Bears expect continued pressure, while bulls point to oversold conditions and heavy short interest as reasons for a possible rebound; confidence hinges on the company improving its results and outlook.

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• Reported GAAP EPS of $0.58 up 16.00% YoY
• Reported revenue of $50.65B up 1.93% YoY
• Centene expects approximately $50M to $100M in severance costs and approximately $200M in additional capital expenditures during the remainder of 2026, primarily for system enhancements and computer hardware and software.

Centene's managed care membership decreased 2.3M year-over-year; Commercial revenues and gross margin decreased, while third-quarter operating cash flows used $3.7B, driven by pass-through payment timing.

Centene's adjusted diluted EPS was $0.58 versus $0.50; Medicare revenue and gross margin increased alongside PDP growth, and Centene cites overlapping Medicaid and Medicare footprints for D-SNP opportunity.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

UNH Stock Rises Overnight Ahead Of Earnings: Analyst Outlines ‘Short Premium’ Play To Cut January Call Cost By Nearly 60%

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Neutral Sentiment

<ul class="summary-bullets"><li>Khouw’s trade sells November $420 calls and $340 puts to help fund a January 2027 $400 call, lowering its cost by nearly 58%.</li><li>UnitedHealth is expected to post $112.4 billion in Q3 revenue, $6.45 billion in EBITDA and $3.06 in earnings per share.</li><li>Oppenheimer noted that UNH's share of members in four-star-or-higher plans fell 15%, while Humana’s rose to 95% from 42%.</li></ul><p>UnitedHealth (UNH) is set to report third-quarter (Q3) earnings before Tuesday’s market open, with options pricing in a 6.5% move around the results. Tidal Financial Group strategist Michael Khouw says elevated options prices create an opportunity for traders to sell November premium to help finance a cheaper January call.</p><p><a href="https://stocktwits.com/symbol/UNH">UNH stock</a> rose 0.9% in after-hours trading on Monday after closing the regular session down 0.2% at $378.52.</p><h2 class="st-heading-2"><strong>UnitedHealth Options Price In A 6.5% Earnings Move</strong></h2><p>“The only thing more expensive than health insurance is perhaps the costs of insuring shares of health insurers,” Khouw said, pointing to UnitedHealth as an example.</p><p>Options imply a 6.5% move in UnitedHealth shares around earnings, while implied volatility is running at about 40%, about twice the stock’s realized volatility of 20%, he said. The implied move is the second-largest in almost two years. Shares have fallen after five of their past eight earnings reports, including nearly 20% drops after results in January and April 2025, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/12/unitedhealth-shares-are-doing-something-unusual-ahead-of-earnings.html?taid=6acd105f558573000116c2d1&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">noted</a>.</p><h2 class="st-heading-2"><strong>UNH Call Play: How The $400 January Call Trade Cuts Upfront Cost By 58%</strong></h2><p>Khouw’s proposed trade is a “short premium” strategy: It sells two November options to collect $10.60 per share and offset part of the cost of a longer-dated call.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Leg&nbsp;</td><td>Trade&nbsp;</td><td>Premium Per Share&nbsp;</td></tr><tr><td>1</td><td>Buy January 2027 $400 Call</td><td>Pay $18.20</td></tr><tr><td>2</td><td>Sell November $420 Call&nbsp;</td><td>Collect $5.80</td></tr><tr><td>3</td><td>Sell November $340 Put</td><td>Collect $4.80</td></tr><tr><td>&nbsp;</td><td>Net Upfront Debit</td><td>$7.60</td></tr></tbody></table></figure></div><p>The trade buys a January 2027 $400 call for $18.20 per share, then sells a November $420 call for $5.80 and a November $340 put for $4.80. The resulting net cost is $7.60 per share, or $760 per contract, reducing the call’s upfront cost by about 58%.&nbsp;</p><h2 class="st-heading-2"><strong>What Could Go Wrong If UNH Moves Sharply?</strong></h2><p>If UnitedHealth finishes November between $340 and $420: The short options would expire worthless. The January call’s breakeven would be $407.60 at expiration.</p><p>If UNH stock falls below $340: The short put could require the seller to buy shares at that price, for an effective cost of about $347.60 per share after the trade’s net debit.</p><p>Khouw said UnitedHealth had been essentially flat over five years and traded 12% to 13% below the midpoint of its two-year high-low range. At about 17 times forward earnings, he said, the stock was not priced for a recovery. He sees the company’s 13% to 16% earnings-growth target as achievable, though rising healthcare costs is a headwind.</p><p>Khouw also pointed to enrollment trends. Affordable Care Act (ACA) marketplace enrollment appears poised to decline, he said, although the segment is smaller than Medicare and commercial coverage. Commercial fee-based enrollment grew about 2.9% from 2024 to 2025, while total Medicare enrollment rose 4.5%. Commercial growth exceeded U.S. workforce growth of about 1.4%.</p><h2 class="st-heading-2"><strong>UNH Q3 Earnings Preview</strong></h2><p>Koyfin’s estimates for the upcoming quarter compare with the last reported quarter. They show revenue of $111.49 billion, down 0.5% sequentially. Earnings before interest, taxes, depreciation and amortization (EBITDA) is estimated at $6.47 billion, down 28%, while earnings before interest and taxes (EBIT) is forecast at $5.44 billion, down 32%. GAAP earnings per share (EPS) are projected to fall 36.81%.</p><p>Fiscal.ai’s year-over-year estimates show revenue of $112.4 billion, compared with $113.2 billion a year earlier. It forecasts EBITDA of $6.45 billion, up from $5.25 billion, and earnings per share of $3.06, compared with $2.92.</p><h2 class="st-heading-2"><strong>Medicare Advantage Ratings: Wall Street Weighs UNH Against Peers</strong></h2><p>TD Cowen lowered its price target on UNH to $402 from $430, implying a 6% upside, while maintaining a 'Buy' rating. The firm expects preliminary commentary on 2027 earnings-per-share expectations with the report.&nbsp;</p><p>Meanwhile, Piper Sandler said 66.8% of UnitedHealth members were enrolled in plans rated four stars or higher, based on September 2026 enrollment data, and called the company’s resilience “impressive” and underappreciated. Oppenheimer noted that the share of members in four-star-or-higher plans fell 15% at UnitedHealth for 2027, versus 10% at Elevance Health, 15% at CVS Health and 9% at Centene. Humana moved in the opposite direction, with 95% of its members in four-star-or-higher plans, up from 42% a year earlier.&nbsp;</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About UNH?</strong></h2><p>On Stocktwits, retail sentiment for UNH jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 1,680% surge in 24-hour message volumes.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_d30ab9f499.png" alt="unh ss.png" width="633" height="342"><figcaption>UNH sentiment and message volume as of October 13 | Source: Stocktwits</figcaption></figure><p>One user&nbsp;<a href="https://stocktwits.com/Jimsonlima/message/666329330">said</a>, “$UNH beat and raise. 500 incoming”</p><p><stembedurl>https://stocktwits.com/Jimsonlima/message/666329330</stembedurl></p><p>Another user&nbsp;<a href="https://stocktwits.com/Bobky2030/message/666326375">said</a>, “$UNH be cool to beat huge and raise. Shorts have to chase to 435.00 plus this week.”</p><p><stembedurl>https://stocktwits.com/Bobky2030/message/666326375</stembedurl></p><p>UNH stock has risen 17% year-to-date.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-bull-trap-risk-holds-back-new-shorts-trump-fannie-freddie-call/cZxBdKIRBob">‘The Trick Is To Get There’: Michael Burry Sees ‘Bull Trap’ Risk But Holds Back On New Shorts&nbsp;</a></p>

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Tidal Financial Group strategist Michael Khouw says options imply a 6.5% earnings move, with implied volatility at 40%, twice the stock’s realized volatility.

Current Price	$76.01
Prev Close	$67.48
Open	$70.63
Dividend Yield	0.00%
50-Day Moving Average	$66.17
Beta	0.22
Avg. Volume	4.74M
PE Ratio	23.12

52-Week High	$72.50
52-Week Low	$31.63
Market Capitalization	$33.41B
EPS (Annual)	-$13.53
Price to Book	1.50
Revenue Per Employee	$3.19M

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