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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with Lumentums fixed exchange ratio tying its deal value to Marvells share price. Traders are debating the deals value as LITE falls alongside MRVL, questioning whether the headline premium holds up as the acquirers stock weakens.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreement to acquire Lumentum in an all-stock deal is the dominant focus, with traders concerned about shareholder dilution, financing, and integration risks as the stock sells off. Others see strategic value in combining Marvells AI-connectivity business with Lumentums optical technology, but debate how long the benefits may take to materialize.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Buzz centers on reports that a POET optical engine appeared in Foxconns photonics ecosystem at Hon Hai Tech Day, which bulls view as validation of the FIT collaboration and POETs AI data-center optics opportunity. The display has not confirmed production orders or scaled shipments, leaving traders divided between optimism about commercialization and frustration over the lack of concrete customer updates ahead of earnings.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes third-quarter results beat expectations, with strong revenue growth led by Auvelity and a narrower-than-expected loss. Traders welcomed the report and see cash-flow break-even approaching, while the lack of formal guidance drew some concern.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition is driving attention, with traders weighing greater ownership of Tanbreez and added assets against dilution and potential selling pressure from newly issued shares. High reported short interest and borrowing costs have fueled squeeze speculation, though the community is divided over whether the deal is ultimately bullish or a near-term overhang.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFRs quarterly results are driving discussion, with traders criticizing weak revenue and ongoing cash-generation and financing concerns despite reported progress bringing HPC leases into service. The reaction is split between fears that debt and the miner-to-AI infrastructure transition will weigh on the stock and bullish arguments that contracted leases and continued AI demand support the longer-term case.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AIs Q3 results and higher full-year revenue guidance are driving discussion, with traders noting the reported EPS beat and asking whether the company is finally GAAP-positive. Despite the upbeat report, shares are lower, fueling debate over a sell-the-news reaction versus improving fundamentals.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to fresh 52-week highs has drawn attention as traders focus on the upcoming Q3 report and BRIUMVIs commercial momentum. Buyout and short-squeeze theories are also prominent, but remain speculation; some traders attribute the move to earnings positioning and momentum instead.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA accelerated approval of Inovios competing RRP treatment has focused attention on potential competition for Precigens PAPZIMEOS and prompted concern about its market position. Traders debate whether the rivals treatment regimen will pressure PAPZIMEOS or whether Precigens commercial head start, payer access, and full-approval status will help it retain an advantage.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

LEU is drawing attention amid a steep, volatile selloff, with traders blaming the recent stock-and-warrant offering and potential dilution, while also debating high valuation and the cost and timeline of expanding enrichment capacity. Bulls point to DOE support, customer contracts and centrifuge production progress as reasons the long-term domestic nuclear-fuel opportunity remains intact, while others expect continued pressure.

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Here's Why Capital One (COF) is a Strong Momentum Stock

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Is Capital One Financial a Buy After Its Latest Earnings Report?

Key PointsThe high-profile financial company beat on both the top and bottom lines...

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COF Q3 Earnings Call Highlights Integration and Spending Plans

Capital One's Q3 earnings beat estimates as Discover synergies accelerate, credit quality improves and marketing and network investments take center stage.

Capital One Stock Gains as Q3 Earnings Beat Estimates on Higher NII

COF's Q3 earnings top estimates as higher net interest income, non-interest income and loan growth offset rising expenses and provisions.

Capital One Finl Q3 2026 Earnings Call Transcript

Capital One Finl (NYSE:COF) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

Capital One (COF) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Capital One (COF) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Capital One Stock Climbs After Q3 Earnings Blow Past Estimates

Here's a detailed look inside Capital One Financial's Q3 earnings report.read more...

• Reported GAAP EPS of $6.69 up 12.44% YoY
• Reported revenue of $16.31B up 5.46% YoY

Capital One reported decreased period-end and average deposits, an increased interest-bearing deposit rate, $3.1B in net charge-offs, and Discover, Brex, integration, and acquisition-related expenses.

Capital One increased revenue and pre-provision earnings, increased loans held for investment alongside Consumer Banking loan growth, and reported good progress delivering expected Discover integration synergies.

Capital One Financial Corp. is a financial holding company, which engages in the provision of financial products and services. It operates through the following segments: Credit Card, Consumer Banking, and Commercial Banking. The Credit Card segment includes domestic consumer and small business card lending, and international card lending businesses. The Consumer Banking segment consists of branch-based lending and deposit gathering activities for consumers and small businesses. The Commercial Banking segment includes lending, deposit gathering and treasury management services to commercial real estate and commercial and industrial customers. The company was founded by Richard D. Fairbank on July 21, 1994 and is headquartered in McLean, VA.

Capital One Financial Corp.

SOFI, AFRM, COF, KLAR, SEZL: Which Consumer Finance Stocks Does Wall Street Like Best Ahead Of Q3 Earnings? 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The firm lowered the price targets on SoFi Technologies, Affirm Holdings, Capital One Financial, Klarna, and Sezzle as part of a third-quarter earnings preview.&nbsp;</li><li>This year, the best-performing stock of the lot has been Sezzle, with shares gaining more than 77% since the start of 2026.</li><li>Apart from SEZL stock, Affirm is the only other company among its peers that has posted positive returns of 0.6% this year.</li></ul><p>Shares of consumer finance companies are in focus ahead of the third-quarter earnings season slated to begin next week.&nbsp;</p><p><a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies Inc. (SOFI)</a>,&nbsp;<a href="https://stocktwits.com/symbol/AFRM">Affirm Holdings Inc. (AFRM)</a>,&nbsp;<a href="https://stocktwits.com/symbol/COF">Capital One Financial Corp. (COF)</a>,&nbsp;<a href="https://stocktwits.com/symbol/KLAR">Klarna Group PLC (KLAR)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SEZL">Sezzle Inc. (SEZL)</a> garnered attention on Wall Street after TD Cowen revised its price targets on the companies.&nbsp;</p><h2 class="st-heading-2">SOFI, AFRM, COF, KLAR, SEZL: TD Cowen Lowers Targets</h2><p>TD Cowen analyst Moshe Orenbuch lowered the price target on SoFi Technologies to $17.50 from $18 and maintained a ‘Hold’ rating on the shares, implying an upside of about 11% from its last close.&nbsp;</p><p>According to The Fly, the firm said that it had adjusted targets in the consumer finance group as part of a third-quarter earnings preview.&nbsp;</p><p>The analyst also revised the price target on Affirm to $110 from $124 and kept a ‘Buy’ rating on the shares, implying an upside of nearly 47% from its last close.&nbsp;</p><p>On Capital One, the analyst revised its target to $242 from $253 with a ‘Buy’ rating on the shares, on Klarna to $16 from $18 with a ‘Hold’ rating on the shares, and on Sezzle, to $160 from $165 with a ‘Buy’ rating.</p><p>Orenbuch named Capital One and Affirm among its top consumer finance picks.&nbsp;</p><h2 class="st-heading-2">What Is Wall Street’s Stance On The Consumer Finance Firms?</h2><p>Tabulated below are the 12-month average price targets for the consumer finance firms SoFi Technologies, Affirm Holdings, Capital One Financial, Klarna, and Sezzle, according to data from Koyfin:</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td><strong>Company Ticker</strong></td><td><strong>12-Month Average Price Target</strong></td><td><strong>Upside/ Downside From Last Close</strong></td></tr><tr><td>SOFI</td><td>$20.33</td><td>+29%</td></tr><tr><td>AFRM</td><td>$98.66</td><td>+31.75%</td></tr><tr><td>COF</td><td>$257.19</td><td>+31.34%</td></tr><tr><td>KLAR</td><td>$19.54</td><td>+47.46%</td></tr><tr><td>SEZL</td><td>$167.17</td><td>+48.14%</td></tr></tbody></table></figure></div><h2 class="st-heading-2">How Have The Consumer Finance Stocks Performed In 2026?</h2><p>This year, the best-performing stock of the lot has been Sezzle, with shares gaining more than 77% since the start of 2026. The Minneapolis, Minnesota-headquartered firm has surged amid growing profitability, upgraded financial guidance, and major funding updates.</p><p>Apart from SEZL stock, Affirm is the only other company among its peers that has posted positive returns of 0.6% this year.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261007_110558879_4ba7240ba9.png" alt="koyfin_20261007_110558879.png" width="2400" height="1500"></figure><p>The other firms on the list have posted negative returns in 2026. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/XLF">Financial Select Sector SPDR Fund (XLF)</a> has slipped 0.18% this year.&nbsp;</p><h2 class="st-heading-2">SOFI, AFRM, COF, KLAR, SEZL: Retail Stance</h2><p>On Stocktwits, retail sentiment around SOFI stock improved from ‘bearish’ to ‘neutral’ over 24 hours. Meanwhile, sentiment around AFRM stock, COF stock, KLAR stock and SEZL stock was ‘bearish’ at the time of writing.&nbsp;</p><p>The retail sentiment on XLF was ‘extremely bullish’ at the time of writing.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 Generic lady in a long skirt sitting at a bus stop with her shopping in paper bags as Autumn leaves pass her by, 18 March 2002. AFR Picture by ERIN JONASSON (Photo by Fairfax Media via Getty Images via Getty Images)

TD Cowen analyst Moshe Orenbuch named Capital One and Affirm among its top consumer finance picks.

SOFI, AFRM, COF, KLAR, SEZL: Which Consumer Finance Stocks Does Wall Street Like Best Ahead Of Q3 Earnings?

Affirm Holdings Inc

Klarna Group plc

Sezzle Inc.

SoFi Technologies Inc

Financial Select Sector SPDR Fund

Track COF stock price, charts, news and real-time market activity on Stocktwits. Join the COF message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Capital One Financial Corp stock.

COF Stock Price Today - Capital One Financial Corp News, Charts, Retail Sentiment

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$4.86	--	--	N/A
Q3 '26	$5.50	$6.69	21.71%	BEAT
Q2 '26	$4.67	$5.81	24.36%	BEAT
Q1 '26	$4.50	$4.42	-1.85%	MISSED
Q4 '25	$4.14	$3.86	-6.82%	MISSED

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COF Earnings

Latest Earnings Results: Q3 '26

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