SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a superior all-cash offer from Paramount Skydance, forcing Netflix to decide whether to escalate its own bid or accept a significant breakup fee; community sentiment heavily favors Netflix walking away from the deal, believing it would be beneficial for the stock amidst mounting acquisition and political scrutiny.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as its board determined Paramount Skydance's revised $31/share all-cash offer could be a "superior proposal" to Netflix's variable bid, sparking community debate over shareholder value, debt implications, and regulatory hurdles while anticipating Netflix's counter-offer.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as reports surface that Stripe is exploring an acquisition of all or parts of the company, igniting community speculation about a potential bidding war and fair valuation amid discussions of the payments giant's significant cash flow and recent stock slump.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its recent earnings report, which highlighted robust revenue growth and restaurant expansion, accompanied by management's positive outlook on customer engagement. However, community discussion is sharply divided between those celebrating the company's growth trajectory and others expressing significant concerns over its high valuation metrics and moderated same-restaurant sales performance.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is actively discussed after its recent earnings revealed robust revenue growth across its e-commerce and fintech segments, igniting a community debate on whether current margin compression reflects a strategic market share expansion or unsustainable spending.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

The community is actively debating Salesforce's valuation and the ongoing "SaaS apocalypse" narrative driven by AI disruption, with many arguing the stock is oversold and manipulated by shorts while anticipating strong earnings and a potential buyback.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Revenue for the three months came in at $3 billion, marking a growth of 4.9%, and &nbsp;beating a consensus estimate of $2.96 billion.</li><li>Comparable restaurant sales declined 2.5% in the quarter.</li><li>In fiscal year 2026, the company expects comparable restaurant sales to be about flat though it expects to open 350-370 restaurants.</li></ul> Shares of Chipotle Mexican Grill, Inc. (CMG) tumbled 8% after hours on Tuesday on the heels of the company forecasting flat year-over-year growth in same-store sales for the current fiscal year.However, both the company’s fourth-quarter earnings and revenue numbers beat Wall Street expectations.<h2 class="st-heading-2">Q4 Earnings</h2>The burrito chain company reported earnings per share of $0.25, beating an analyst estimate of $0.24, according to data from Fiscal AI. Revenue for the three months came in at $3 billion, marking a growth of 4.9%, and &nbsp;beating a consensus estimate of $2.96 billion after it opened 132 company-owned restaurants and seven restaurants run by international licensees.Comparable restaurant sales, however, declined 2.5% in the quarter, marking the straight fourth quarter of drop. For the full year 2025, same store sales fell 1.7%.In fiscal year 2026, the company expects comparable restaurant sales to be about flat though it expects to open 350-370 restaurants including 10 to 15 international partner-operated restaurants. In 2025, Chipotle opened 334 company-owned restaurants, and 11 international partner-operated restaurants, taking the total number of restaurants to over 4000.The company also repurchased $741.6 million of stock at an average price per share of $34.14 during the fourth quarter. Chipotle ended the year with $1.7 billion remaining available under share repurchase authorizations from its board.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CMG stock rose from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.A Stocktwits user opined that the shares might open flat on Wednesday.<stembedurl>https://www.stocktwits.com/Khalkab/message/643886378</stembedurl>Another noted that the stock has wiped out the gains made over the past one month after-hours.<stembedurl>https://www.stocktwits.com/ranthor/message/643884205</stembedurl>A more positive user, however, highlighted that the company still beat Wall Street expectations.<stembedurl>https://www.stocktwits.com/Bhnninub/message/643879648</stembedurl><a href="https://stocktwits.com/symbol/CMG">CMG stock</a> has dropped 33% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-prld-stock-surge-today/cZb0IfKR4mY">Why Did PRLD Stock Surge 13% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

n this photo illustration, the logo of Chipotle Mexican Grill, Inc. is displayed on a smartphone screen, with the company's stock market chart in the background, on April 20, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Chipotle Shares Drop 8% After Hours On Falling Traffic And Flat Sales Guidance 

However, both the company’s fourth earnings and revenue numbers beat Wall Street expectations. 

Equity

However, both the company’s fourth earnings and revenue numbers beat Wall Street expectations. 


<ul class="summary-bullets"><li>Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers.</li><li>Cory also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;</li><li>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;</li></ul>Netflix Inc. (<a href="https://stocktwits.com/symbol/NFLX">NFLX</a>) co-CEO Ted Sarandos said in a testimony before the Senate on Tuesday that after its deal with Warner Bros Discovery (<a href="https://stocktwits.com/symbol/WBD">WBD</a>), both companies will largely operate as they are doing at present.&nbsp;“We plan to operate those businesses largely as they are today. Netflix and Warner Brothers both have streaming services, but they are very complimentary,” Ted Sarandos said in the testimony.&nbsp;“This deal keeps one of the most iconic Hollywood studios healthy and competitive. Warner and Netflix together will create value for consumers, more opportunities for the creative community, and more American jobs,” he added.&nbsp;Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market.&nbsp;<h2 class="st-heading-2">Critical Senators</h2>Democratic Senator Cory Booker said that the sale of Warner Brothers to either Netflix or Paramount would have a significant impact on 10s of 1000s of Americans that work in the entertainment industry and American consumers. “I've been hearing from people throughout this industry, concerns, fears, worries, legitimate folks that don't have a political ax to grind, who are very concerned about the matters,” he added.&nbsp;He also raised concerns over President Donald Trump's purchase of $2 million in stocks and bonds in both Netflix and Warner Brothers, days after the Netflix Warner Brothers deal was announced.&nbsp;“I think it is outrageous for any senator, any house member, or for the President or Vice President, for that matter, to be trading in individual stocks when they have extraordinary insider information and influence over policies that move corporate power,” he added.&nbsp;<h2 class="st-heading-2">Right Deal For WBD</h2>WBD’s chief revenue and strategy officer, Bruce Campbell told the senate committee that Netflix was and remains the best opportunity for the company.&nbsp;The vertical merger permits Netflix to expand its nascent movie and television production capabilities with the addition of the Warner Brothers studio assets and gives WBD’s production capabilities access to Netflix's popular and consumer friendly streaming and distribution platform, he added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around NFLX and WBD trended in ‘bearish’ amid ‘low’ message volume.&nbsp;One Stocktwits user wrote that ‘after watching the hearing today it doesn't look good for Netflix getting this across the finish line…’&nbsp;&nbsp;<stembedurl>https://stocktwits.com/Ben_Dover_U/message/643891022</stembedurl>Shares in WBD have jumped 165.5% over the past 12 months. Meanwhile, NFLX shares have fallen 18% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Netflix logo is seen displayed on a smartphone screen and a Warner Bros. Discovery logo in the background.

 Netflix, WBD Will Continue To Operate As They Are Doing Now, Ted Sarandos Tells Senate 

Netflix and WBD are facing a skeptical Senate panel Tuesday to defend their $82.7 billion media merger against concerns it will hurt competition in the streaming market. 

<ul class="summary-bullets"><li>Morgan Stanley raised the price target on Seagate to $468 from $372 while keeping an ‘Overweight’ rating on the shares, according to TheFly.&nbsp;</li><li>Mizuho raised its price target on the company to $440 from $400 with an ‘Outperform’ rating on the shares, citing the strong results.&nbsp;</li><li>On Tuesday, Seagate posted Q2 revenue of $2.8 billion, about 21.5% higher year-on-year, and above analyst estimates of $2.71 billion.</li></ul>Shares of Seagate Technology Holdings (STX) rallied over 19% on Wednesday after the company’s second-quarter (Q2) 2026 results reported on Jan. 27 beat market expectations.The data storage company also received a slew of price target updates from Wall Street analysts, reiterating optimism on the company.Morgan Stanley raised the price target on Seagate to $468 from $372 while keeping an ‘Overweight’ rating on the shares, according to TheFly. Mizuho raised its price target on the company to $440 from $400 with an ‘Outperform’ rating on the shares, citing the strong results.Goldman Sachs, UBS, and Wells Fargo were among other analysts who have revised their targets on Seagate upwards.<h2 class="st-heading-2">Street Consensus</h2>Morgan Stanley said the higher target on Seagate comes from demand strength, widening customer visibility, better price per terrabyte growth, and operating margin expansion exceeding expectations.Goldman Sachs analyst James Schneider raised its price target on Seagate to $385 from $310 with a ‘Buy’ rating, citing strong quarterly results, upbeat guidance, and positive forward commentary. The analyst said it sees peak earnings potential, benefiting from constrained capacity and firm pricing trends.Meanwhile, Cantor Fitzgerald analyst C.J. Muse increased the company’s price target to $500 from $400 with an ‘Overweight’ rating. The revised target represents an upside of about 13% from the current price levels. STX shares were trading around $443.76 at the time of writing.The improving pricing environment and rising margins underpin a rapidly strengthening free cash flow outlook, supporting debt reduction, dividend growth, and increased share repurchases, Cantor said.In the table below is a summary of all recent price target updates on Seagate, as seen on TheFly.&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Revised Price Target</td><td>Prior Price Target</td><td>Rating</td></tr><tr><td>Morgan Stanley</td><td>$468</td><td>$372</td><td>Overweight</td></tr><tr><td>Mizuho</td><td>$440</td><td>$400</td><td>Outperform</td></tr><tr><td>Goldman Sachs</td><td>$385</td><td>$310</td><td>Buy</td></tr><tr><td>Cantor Fitzgerald</td><td>$500</td><td>$400</td><td>Overweight</td></tr><tr><td>UBS</td><td>$385</td><td>$335</td><td>Neutral</td></tr><tr><td>Bank Of America</td><td>$450</td><td>$400</td><td>Buy</td></tr><tr><td>Wells Fargo</td><td>$450</td><td>$360</td><td>Equal Weight</td></tr><tr><td>Citi</td><td>$460</td><td>$385</td><td>Buy</td></tr><tr><td>Barclays</td><td>$425</td><td>$370</td><td>Equal Weight</td></tr><tr><td colspan="4">Source: TheFly</td></tr></tbody></table></figure><h2 class="st-heading-2">Q2 Earnings</h2>Seagate <a href="https://stocktwits.com/news-articles/markets/equity/seagate-beats-earnings-revenue-expectations-in-q2-on-strong-data-center-demand/cmyOOPBR4iE">posted</a> Q2 revenue of $2.8 billion, about 21.5% higher year-on-year, and above analyst estimates of $2.71 billion, as per Fiscal.ai data.The company reported earnings per share (EPS) of $3.11 for the quarter, a jump of about 53% from the previous year, and above analyst expectations of $2.79.Seagate also provided guidance for the next quarter, stating it expects revenue of $2.9 billion, plus or minus $100 million, and a diluted EPS of $3.40, plus or minus $0.20.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/STX">STX shares</a> jumped to ‘extremely bullish’ from ‘bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped to ‘extremely high’ from ‘high’ levels a day ago.One bullish user said institutions don’t rush in with purchases, and advised retail to not miss out on the early entry.<stembedurl>https://stocktwits.com/LorraineSmith66/message/643146280</stembedurl>&nbsp;Shares of STX have risen by over 339% 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/cvna-shares-in-spotlight-after-gotham-city-research-highlights-red-flags/cmygaQtR400">CVNA Shares In Spotlight After Gotham City Research Highlights Red Flags — What Does The Street Think?</a>

Sign with logo on facade of headquarters of hard drive and computer hardware maker Seagate in the Silicon Valley, Fremont, California, July 28, 2018.

Seagate Shares Rallied 19% Today — How Much More Upside Does The Street See?

The data storage company received a slew of price target updates from Wall Street analysts after it reported Q2 earnings that beat market expectations. 

<ul class="summary-bullets"><li>Gotham said that it sees concerns around accounting, disclosure, and business practices at Carvana that will lead to regulatory trouble.</li><li>Meanwhile, JPMorgan expects Carvana to report a "solid beat and raise" in Q4.&nbsp;</li><li>The company is expected to report fourth-quarter earnings on Feb. 18.</li></ul>Shares of Carvana (CVNA) plummeted 10% on Wednesday after activist short-seller Gotham City Research put out a detailed report on the company, raising concerns about its earnings being “overstated.”Gotham City opined in its report that Carvana’s earnings are overstated by over $1 billion and is “far more dependent” on its related parties, DriveTime and Bridgecrest, than disclosed.“We see problems with accounting, disclosure, and business practices that will lead to regulatory trouble. At best, we believe CVNA is far less profitable than believed, as a standalone business,” Gotham <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts">said</a> in its report.“At worst, CVNA is more like Tricolor, rather than Amazon. Either way, shares face massive downside risk to the share price,” the firm added.<h2 class="st-heading-2">Analysts Remain Bullish</h2>Meanwhile, JPMorgan raised the price target on Carvana to $510 from $490 and kept an ‘Overweight’ rating on the shares as part of a Q4 earnings preview on Wednesday, citing strong unit growth assumptions. &nbsp;The firm expects Carvana to report a "solid beat and raise" in Q4, but reduced estimates slightly to reflect modestly lower pricing and slightly higher spending to factor in new vehicle franchise acquisitions.Earlier this week, Wells Fargo analyst David Lantz also raised the price target on Carvana to $525 from $500 while keeping an ‘Overweight’ rating on the shares.The used car retailer’s fourth-quarter (Q4) earnings are expected on Feb. 18.<h2 class="st-heading-2">Earnings Expectations</h2>Carvana is a prominent online-only used car retailer headquartered in Phoenix, Arizona, known for its "no-dealership" model. Wall Street expects the company to report Q4 revenue of $5.24 billion, up from the $3.55 billion reported in the corresponding quarter of 2024, and earnings of $1.17 per share, lower than the $1.18 reported in Q4 2024, according to data from Fiscal AI.The company had said in October that it expects retail units sold above 150,000 for Q4, provided the operating environment remains stable. This is higher than the 114,379 retail units sold by the company in the corresponding quarter of 2024 and in line with the 155,941 units sold in Q3 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around Carvana fell from ‘bearish’ to ‘extremely bearish’ territory over the past 24 hours, while message volume rose from ‘high’ to 'extremely high' levels.<a href="https://stocktwits.com/symbol/CVNA">CVNA stock</a> has gained 75% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-richtech-robotics-stock-falling-one-day-after-announcing-a-deal-with-microsoft/cmygBO6R40h">Why Is Richtech Robotics Stock Falling One Day After Announcing A Deal With Microsoft?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CVNA Shares In Spotlight After Gotham City Research Highlights Red Flags — What Does The Street Think?

Gotham City said in its report that Carvana’s earnings are overstated by over $1 billion and is “far more dependent” on its related parties, DriveTime and Bridgecrest, than disclosed. 

In this photo illustration, a person holds a smartphone displaying the logo of Texas Instruments, with the red logo featuring the state of Texas, on July 19, 2025, in Chongqing, China. 

TXN Shares Soar 8% After Hours: What’s Driving Investor Optimism Despite Q4 Earnings Miss?

The semiconductor company now expects Q1 earning per share in the range of $1.22-$1.48, above an analyst estimate of $1.25 at the midpoint. 

<ul class="summary-bullets"><li>The company reported $3.11 earnings per share (EPS) for the quarter, a jump of about 53% from the previous year, and above analyst expectations of $2.79, as per Fiscal.ai data.&nbsp;</li><li>Seagate reported $3.11 earnings per share (EPS) for the quarter, a jump of about 53% from the previous year, and above analyst expectations of $2.79.</li><li>The company attributed its performance to increasing demand for AI data storage.</li></ul>Seagate Technology Holdings (STX) reported second-quarter (Q2) 2026 results on Tuesday, with revenue and earnings beating street expectations.The data storage company posted Q2 revenue of $2.8 billion, about 21.5% higher year-on-year compared to $2.3 billion for the previous year, and above analyst estimates of $2.71 billion, as per Fiscal.ai data.Meanwhile, the company reported $3.11 earnings per share (EPS) for the quarter, a jump of about 53% from the previous year, and above analyst expectations of $2.79, as per Fiscal.ai data.<a href="https://stocktwits.com/symbol/STX">Shares of STX</a> slipped about 1.6% in after-hours trading despite the strong results.<h2 class="st-heading-2">AI Data Storage</h2>The company attributed its performance to increasing demand for AI data storage.“This performance highlights our team’s strong operational execution, the durability of data center demand, and the ongoing ramp of our HAMR-based Mozaic products,” said Dave Mosley, Seagate’s chair and CEO.“As AI applications amplify the creation and economic value of data, modern data centers increasingly need storage solutions that combine performance and cost-efficiency at exabyte-scale,” Mosley added, noting that the company’s areal-density-driven product roadmap positions it to meet evolving storage requirements and exabyte demand growth in the market.<h2 class="st-heading-2">Q3 Guidance</h2>Seagate provided revenue and earnings guidance for its third-quarter (Q3) 2026, once again ahead of expectations.The company said it expects revenue of $2.9 billion, plus or minus $100 million. Meanwhile, street expectations were at $2.72 billion, based on 18 estimates on Fiscal.ai.The company also said that it expects a diluted EPS of $3.40, plus or minus $0.20, compared to expectations of $2.86, as per Fiscal.ai.Seagate said that its guidance factored in the dilution impact from exchangeable senior notes due 2028, as well as the minimal-expected impact from global tariff policies.The company’s board also declared a quarterly cash dividend of $0.74 per share, payable on Apr. 8.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around STX shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user said that the company’s revenue guidance was just ‘ok,’ which is why the stock was not climbing.<stembedurl>https://stocktwits.com/Vj81b/message/643069362</stembedurl>&nbsp;Another user said they expected the company to do better.<stembedurl>https://stocktwits.com/rami1609/message/643071994</stembedurl>&nbsp;Shares of STX have gained over 259% 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/sentinelone-stock-rises-after-citron-research-flags-ai-security-opportunity-amid-clawdbot-buzz/cmyOewdR4ic">SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz</a> &nbsp;

A general view of the Seagate Technology company offices on January 03, 2024, in Minneapolis, Minnesota. 

Seagate Beats Earnings, Revenue Expectations In Q2 On Strong Data Center Demand

Seagate Technology posted Q2 revenue of $2.8 billion, about 21.5% higher year-on-year and above analyst estimates of $2.71 billion, as per Fiscal.ai data. 

<ul class="summary-bullets"><li>In 2026, the company anticipates gross tariff costs in the $3-$4 billion range, slightly higher than 2025.</li><li>The company is looking to mitigate tariff impact by onshoring production for its profitable trucks and SUVs.</li><li>CEO Mary Barra said the company continues to believe in EVs despite dwindling demand.</li></ul>Shares of General Motors (GM) rallied 9% on Tuesday after the automaker raised its profit outlook for 2026 despite tariff headwinds and slowing demand for electric vehicles.The company now <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.gm.com/static-files/36170429-ef23-4ad5-97dd-6a523c3f8deb">expects</a> full year adjusted and diluted earnings per share of $11 - $13, above the $10.60 reported in FY25, and exceeding an analyst estimate of $11.83 at the midpoint, according to data from Fiscal AI.The company expects annual adjusted core profit of $13 billion to $15 billion, above the $12.7 billion recorded in FY25.<h2 class="st-heading-2">Tariff Impact</h2>In 2025, the automaker incurred $3.1 billion in tariff costs, below its predicted range of $3.5-$4.5 billion.CFO Paul Jacobson said that the company was able to offset more than 40% of gross tariff costs through a combination of footprint adjustments and cost reduction initiatives.In 2026, the company now anticipates gross tariff costs in the $3-$4 billion range, slightly higher than 2025. In Q1 2026 alone, the gross tariff impact is expected to be in the $750 million-$1 billion range.The company is also looking to mitigate tariff impact by onshoring production. It said that it is looking to invest $10-$12 billion annually in 2026 and 2027, including approximately $5 billion to expand U.S. manufacturing capacity for some of the highest-demand vehicles.“We expect headwinds in the range of $1-$1.5 billion associated with the onshoring of vehicle production to the U.S., investments to enhance supply chain resiliency, and investments to support our software initiatives,” Jacobson said about 2026 while adding that the investments are expected to increase capacity for the company’s highly-profitable full-size pickups and SUVs.The company also expects incremental headwinds in the range of $1-$1.5 billion, driven primarily by recent trends in aluminum, copper, and other key commodities, in addition to unfavorable foreign exchange movements.<h2 class="st-heading-2">Earnings Update</h2>For the fourth quarter of 2025, GM reported revenue of $45.29 billion, marking a dip of 5.1% year-on-year.Adjusted and diluted earnings came in at $2.51 per share, above a Wall Street estimate of $2.26.The company’s financials in the quarter was impacted by more than $7.2 billion in special charges driven primarily by a realignment of EV capacity and investments to adjust to expected declines in consumer demand for EVs, the company said.The automaker is now combating slowing demand for EVs, spurred by the removal of federal tax credit of $7,500 on the purchase of EVs in the U.S.&nbsp; &nbsp;CEO Mary Barra, however, said that the company continues to believe in EVs.“We know EV drivers don't often go back to ICE, so we'll continue executing our plan to dramatically reduce costs and to be well-positioned for the future. This will require continued investment, but at much lower levels, and I'm confident in our path to profitability,” Barra said.The company also announced on Tuesday that its board has approved a new $6.0 billion share buyback initiative.“For several years now, GM’s strong brands and winning vehicles, as well as our technology-driven services and operating discipline, have delivered consistently strong cash generation,” Barra said. “We believe that formula is sustainable, which is why we’re increasing our dividend and planning future share repurchases.”The automaker increased its quarterly dividend payout by $0.03 per share to $0.18 per share, marking an increase of 20%.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GM stock rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/GM">GM stock</a> has gained 58% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-brand-value-reportedly-took-a-dive-in-2025/cmyOTliR4LF">Tesla’s Brand Value Tanked In 2025 — Consulting Firm Thinks Musk’s Politics Could Have Played A Role</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of General Motors is seen on a smartphone screen with a steering wheel in the background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)

 GM Shares Rally On Strong 2026 Outlook, $6B Share Buyback Program Despite Tariff And EV Demand Woes

The company now expects full year adjusted and diluted earnings per share of $11 - $13, above the $10.60 reported in FY25.

<ul class="summary-bullets"><li>LDOS’s energy infrastructure engineering business has grown on average at double-digit rates while delivering double-digit margins for the past eight years.</li><li>The transaction is expected to be immediately accretive to Leidos' revenue growth and adjusted EBITDA margin.</li><li>Leidos expects to fund the all-cash $2.4 billion transaction through a combination of new debt, cash on hand and commercial paper.</li></ul>Leidos Holdings Inc. (LDOS) on Monday signed a definitive agreement to acquire Entrust Solutions Group from Kohlberg in a $2.4 billion deal, in a bid to expand its energy infrastructure capabilities.&nbsp;The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business, which has grown on average at double-digit rates while delivering double-digit margins for the past eight years.Leidos expects to fund the all-cash transaction through a combination of new debt, cash on hand, and commercial paper.The transaction is expected to close by the end of the second quarter of 2026.<h2 class="st-heading-2">Deal Details</h2>The transaction is expected to be immediately accretive to Leidos' revenue growth and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin and accretive to non-GAAP diluted earnings per share in 2027."ENTRUST's engineering capabilities and customer base perfectly complement ours, and it has a consistent track record of growth and strong profitability," said Leidos Chief Executive Officer Tom Bell."This deal is a bold step forward in support of Leidos' growth strategy and a national priority to expand America's energy infrastructure, while improving reliability and resilience against aging systems and extreme weather events," Bell added.Engineering and technology for secure energy infrastructure is a strategic focus for Leidos under its NorthStar 2030 growth strategy.&nbsp;U.S. utilities are projected to invest $1 trillion over the next decade in a modernization surge to meet growing demands for power and a national priority to strengthen and secure the U.S. electrical grid.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around LDOS stock trended in the ‘neutral’ territory over the past 24 hours amid ‘high’ message volume.&nbsp;Shares of the company have risen nearly 30% over the past year.&nbsp; &nbsp;

In this photo illustration, the Leidos Holdings Inc company logo is seen displayed on a smartphone screen.

Leidos To Buy Entrust Solutions For $2.4B To Expand Energy Infrastructure

The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business. 

<ul class="summary-bullets"><li>The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.</li><li>CEO Elliott Hill said in December that the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.</li><li>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism.</li></ul>Nike Inc. (NKE) is reportedly laying off 775 employees as it ramps up the use of automation.CNBC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/26/nike-to-lay-off-775-employees-at-us-distribution-centers.html">reported</a> on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi.The sneaker company operates warehouses in these regions, the report said, while adding that it is unclear how many distribution jobs the company has in total in the U.S.The new layoffs are in addition to the 1000 corporate jobs cuts announced last summer, the report noted.CNBC noted that it is unclear how Nike intends to increase automation at its distribution facilities and how many jobs were particularly impacted by the automation initiative.&nbsp;“Our actions to consolidate our operations footprint primarily impact our US distribution operations,” Nike said in an emailed statement to Stocktwits. “These actions are designed to reduce complexity, improve flexibility, and build a more responsive, resilient, responsible, and efficient operation and to support our path back to long-term, profitable growth, including contributing to improved EBIT margins over time,” they added.The company spokesperson also said that Nike is sharpening its supply chain footprint, upskilling its team, and accelerating use of “advanced technology and automation.”<h2 class="st-heading-2">Share Purchases And Other Efforts</h2>Late last month, several Nike insiders purchased shares of the company, hiking investor optimism. Tim Cook, Nike’s lead independent director, CEO Elliott Hill, and Bob Swan, who currently serves on Nike’s board and chairs its audit and finance committee, all purchased shares of the company.The insider buying followed Nike’s latest quarterly results, which beat Wall Street expectations but included a cautious outlook for the holiday quarter. Nike said U.S. tariffs were continuing to pressure costs while slowdown in demand in China also weighed down the company’s earnings.Hill also said the company is in the “middle innings” of a multi-year turnaround after a period marked by leadership changes and excess inventory.Nike has also been working to rebuild wholesale relationships after an earlier push toward direct-to-consumer sales, while accelerating product launches in running and performance categories to regain market share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NKE shares improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours while message volume increased from ‘extremely low’ to ‘low’ levels.A Stocktwits user voiced optimism for the automation efforts saving money for the company.<stembedurl>https://www.stocktwits.com/ConcernedCitizen23/message/642938313</stembedurl><a href="https://stocktwits.com/symbol/NKE">NKE stock</a> has dropped 14% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-cvm-shares-rally-today/cmyJRm7R4hj">Why DID CVM Shares Rally Over 7% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Nike store with its swoosh logo prominently displayed on the glass storefront is seen inside a shopping mall on February 22, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Nike To Reportedly Lay Off 775 Additional Employees

CNBC reported on Monday, citing people familiar with the matter, that the new layoffs will mostly impact distribution center roles in Tennessee and Mississippi

<ul class="summary-bullets"><li>The analyst said that Booz Allen’s stock may rally given high short interest and a "better than feared" Q3 report.</li><li>Booz Allen reported adjusted earnings per share of $1.77 for the third quarter, jumping 14% up from the same quarter a year ago.&nbsp;</li><li>The company said it hit a record Q3 backlog of $38 billion.&nbsp;</li></ul>Booz Allen Hamilton Holding (BAH) shares rallied on Friday after its third-quarter (Q3) profit beat analysts’ expectations that cushioned a hit from its revenue decline during the quarter.&nbsp;TD Cowen said in a note that the company’s Q3 adjusted earnings per share (EPS) beat expectations due to a lower tax rate and better margin that offset a 4.7% sales miss. The analyst added that Booz Allen’s stock may rally, given high short interest and a "better than feared" Q3 report.&nbsp;TD has a ‘Hold’ rating and a $105 price target on BAH shares.&nbsp;<h2 class="st-heading-2">Profit Beat Offsets Revenue Drop</h2>The company reported adjusted EPS of $1.77 for the third quarter, jumping up 14% from the same quarter last year. It significantly exceeded analyst estimates of $1.29, according to data from Fiscal.ai.&nbsp;However, the company’s revenue fell 10.2% year-on-year to $2.6 billion, below analysts’ projections of $2.76 billion. The company noted revenue decline was primarily driven by the impact of a slowed procurement and funding environment, including the government shutdown that occurred in the third quarter of fiscal 2026. These factors drove a decrease in headcount, as well as a decline in billable expenses.&nbsp;The company said it hit record Q3 backlog of $38 billion and quarterly book-to-bill ratio of 0.3x."Booz Allen’s third quarter results are on track and reflect disciplined execution in a dynamic environment," said Horacio Rozanski, Booz Allen Chairman and CEO.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BAH trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 28% over the past 12 months.&nbsp; &nbsp;

Booz Allen Hamilton Holding (BAH) shares rallied on Friday after its third-quarter (Q3) profit beat analysts’ expectations

Why TD’s Analyst Think This Mid-Cap Stock May Rally, It Is Up 10% Today Already

TD Cowen said in a note that the company’s Q3 adjusted EPS beat expectations due to a lower tax rate and better margin that offset a 4.7% sales miss. 

Dimensional ETF Trust - Dimensional US High Profitability ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

DUHP
Dimensional ETF Trust - Dimensional US High Profitability ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest DUHP News

DUHPDimensional ETF Trust - Dimensional US High Profitability ETF