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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors analyze its latest earnings report, which exceeded revenue and EPS expectations driven by strong data center and AI chip growth, though community sentiment is divided between long-term bullish prospects for its MI450/MI500 series and concerns over short-term market reactions and valuation amidst semiconductor sector volatility.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending following a significant Q2 earnings beat driven by strong AI server demand and a raised annual revenue forecast. While many in the community celebrate the impressive top-line growth and anticipate a short squeeze, others remain cautious due to persistent low profit margins and the stock's historical volatility, questioning its muted immediate market reaction.

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 due to a steep sell-off following a revenue miss and cautious outlook, alongside an executive leadership change, igniting a community-wide debate on whether the payments giant is a deep value opportunity or a value trap amid fierce FinTech competition.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a deep sell-off in the broader software sector, prompting intense debate as the community discusses whether the decline is an indiscriminate market reaction or exacerbated by ongoing insider stock sales. Despite significant price pressure, many investors view the current valuation as a compelling opportunity, citing UiPath's strong fundamentals and leading position in the burgeoning Agentic AI orchestration market.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting strong Q4 earnings that beat expectations and providing an upbeat Q1 2026 guidance, while also updating on its bidirectional EV charging platform and new commercial microinverter. The community is actively discussing the potential for a significant short squeeze, fueled by substantial short interest and a renewed bullish outlook for the solar sector.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending after its earnings report revealed a decline in comparable restaurant sales and projected flat sales growth for 2026, sparking community debate over management's conservative outlook. While many express concern over declining traffic and anticipate further downside, others are accumulating shares, highlighting sustained growth and new menu innovations as signs of potential recovery.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as CEO Jensen Huang is actively countering recent reports suggesting a strained relationship and stalled investment with OpenAI, firmly asserting the partnership is "on track" and dismissing the market "drama" as baseless. The community is sharply divided, with bulls confidently buying the dip and dismissing the news as market manipulation, while bears anticipate further downside.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is seeing significant market activity due to a surprising weak sales forecast for 2026, stemming from anticipated pricing pressures, increasing competition from Eli Lilly, and patent expiries. This has sparked a lively debate among investors, with some viewing the drop as an overreaction and a chance to buy, while others see it as confirmation of upcoming challenges for the GLP-1 market leader despite strong demand for its treatments.

Snap, Inc. operates as 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

SNAP is trending amid sharp pre-earnings price declines, with community sentiment split between investors anticipating a rebound due to the platform's large user base and those frustrated by management's perceived missteps, ongoing profitability challenges, and growing global regulatory scrutiny over youth social media use.

NextNav, Inc. develops next-generation positioning, navigation, and timing solutions. Through its Pinnacle system, it provides floor-level altitude service to devices with a barometric pressure sensor. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav (NN) is trending amid discussions surrounding the FCC's recent agenda and Commissioner Carr's blog post, which, despite not explicitly mentioning NN, has caused some investor disappointment and a share price dip. However, community focus remains firmly on the upcoming March 4th blog post and a potential March FCC vote for the highly anticipated Notice of Proposed Rulemaking (NPRM) concerning 5G-based PNT in the Lower 900 MHz band.

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Enphase Energy Q4 Earnings Call Highlights

Enphase Energy (NASDAQ:ENPH) reported what CEO Badri Kothandaraman described as a good quarter for the fourth quarter of 2025, highlighted by $343.3 million in revenue, shipments of 1.55 million...

<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;<h2 class="st-heading-2">Q4 Earnings</h2>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.<h2 class="st-heading-2">Outlook</h2>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;<stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl>Another user said that the turnaround of ENPH is ‘well underway’.<stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl>Shares in the company have fallen 37% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Enphase Energy Inc. 

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

Equity

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 


Enphase Energy (ENPH) Surpasses Q4 Earnings and Revenue Estimates

Enphase Energy (ENPH) delivered earnings and revenue surprises of +31.48% and +2.61%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Promising Solar Stocks To Follow Now - February 3rd

First Solar, Enphase Energy, T1 Energy, Nextpower, and Sunrun are the five Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of publicly traded...

Enphase Energy (NASDAQ:ENPH) Announces Quarterly Earnings Results

Enphase Energy (NASDAQ:ENPH - Get Free Report) posted its quarterly earnings results on Tuesday. The semiconductor company reported $0.71 earnings per share for the quarter, beating analysts...

Enphase Energy, Inc. Reports Fall In Q4 Profit

(RTTNews) - Enphase Energy, Inc. (ENPH) reported earnings for fourth quarter that Drops, from last year...

Solar Stocks To Follow Today - February 1st

First Solar, Nextpower, Enphase Energy, Solaris Energy Infrastructure, and Sunrun are the five Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of...

Top Solar Stocks To Follow Today - January 31st

First Solar, Nextpower, and Enphase Energy are the three Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of companies that derive a significant...

Enphase Energy, Inc. $ENPH Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lessened its position in shares of Enphase Energy, Inc. (NASDAQ:ENPH - Free Report) by 49.4% in the 3rd quarter, according to its most recent filing with the...

Enphase Energy (ENPH) Dips More Than Broader Market: What You Should Know

Enphase Energy (ENPH) closed at $38.28 in the latest trading session, marking a -5.41% move from the prior day.

$ENPH Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.30 down -34.78% YoY
• Reported revenue of $343.32M down -10.29% YoY
• Enphase Energy expects Q1 2026 revenue between $270.0 million and $300.0 million, including 100-120 MWh of IQ Batteries. Non-GAAP gross margin is projected at 42.0% to 45.0%, with operating expenses of $77.0 million to $81.0 million.

Stocktwits

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.30 down -34.78% YoY
• Reported revenue of $343.32M down -10.29% YoY
• Enphase Energy expects Q1 2026 revenue between $270.0 million and $300.0 million, including 100-120 MWh of IQ Batteries. Non-GAAP gross margin is projected at 42.0% to 45.0%, with operating expenses of $77.0 million to $81.0 million.

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Speculation is high that the company's substantial short interest, reported around 27%, will trigger a significant short covering rally following the strong earnings.

The stock surged significantly after reporting Q4 earnings that beat analyst expectations for both EPS and revenue, fueling optimism.

Amid discussions of new products like Gen 5 batteries and IQ9 microinverters, investors are anticipating a strong rebound and long-term growth for the company and the broader solar sector.

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