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

Mawson Infrastructure Group Inc

MIGI is trending due to a combination of factors including its shift to a hybrid infrastructure model with AI GPU hosting, potential short squeeze, and positive sentiment from an ongoing conference. Community members are closely watching for a breakout above key resistance levels, while also acknowledging the risks associated with volatility and dilution. The stock's low float is contributing to significant price swings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending as investors anticipate earnings, with much of the conversation centered on its potential role in the AI landscape and possible new deals with major tech players like Microsoft. Community members are weighing the potential for a significant post-earnings move, drawing comparisons to both positive and negative reactions from other tech companies like Oracle. Bullish sentiment seems to be fueled by expectations of strong AI revenue growth and the company's existing relationships with Google and Meta.

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

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is surging amid excitement surrounding its affiliate Gemini Titan securing a CFTC license for regulated prediction markets, potentially positioning the company to compete with platforms like Kalshi and Polymarket. Community members are actively discussing the potential for a short squeeze, speculating on price targets and a possible return to IPO levels. Bullish sentiment is fueled by optimism surrounding the new market opportunities and the view that the license significantly undervalues the stock.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's stock is experiencing volatility, driven by recent data showing a slowdown in November trading volumes and a price target adjustment from analysts. The community is actively debating whether the dip presents a buying opportunity or signals further declines, while also discussing the potential impact of Robinhood's expansion into prediction markets and banking services. Some traders express frustration with the stock's price action, citing manipulation and correlation with Bitcoin's movements.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending due to upcoming earnings, with the community actively debating whether the report will catalyze a significant price movement. Some traders are pointing to large options positions as a sign of an impending surge, while others remain cautious, citing broader economic concerns and potential tariff impacts. Bullish investors highlight Lululemon's brand strength, international growth potential, and compelling valuation, while bears express concerns about competition and declining sales.

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

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending ahead of its Autonomy and AI Day, where the company is expected to showcase its in-house software and self-driving technology; community chatter revolves around speculation on potential announcements and comparisons to Tesla's approach, particularly regarding lidar; broader discussion includes debate around Rivian's valuation, production capabilities, and long-term strategy in the competitive EV market.

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

Oracle Corp.

Oracle is trending down as investors react to concerns over increased spending on AI infrastructure and growing debt, despite a solid backlog. The community is debating whether the drop is an overreaction or a sign of deeper issues, while analysts are trimming their price targets. Some traders are looking for a bottom while others are anticipating a further decline.

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

AXIL Brands Inc.

AXIL Brands is trending due to a recently announced national retail distribution agreement with Walmart, which is expected to bring its hearing protection products to a wider audience. The community is actively discussing potential short squeezes and debating whether the Walmart news justifies the stock's increased price, while some express concern about potential pullbacks. Analysts' target prices also seem to be fueling conversation around the stock.

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

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as investors debate whether the recent price drop represents a buying opportunity or signals deeper problems, with discussions around potential tax-loss harvesting, analyst target price downgrades, and the company's competitive position against larger players like Amazon. Community members are actively discussing the possibility of a CEO change, potential acquisitions, and the impact of institutional buying versus retail sentiment.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

VELO is trending as investors discuss its deepening ties with major defense and aerospace companies, sparking optimism about future contracts and revenue growth. The community is highlighting the company's unique 3D printing capabilities for complex parts and its potential to disrupt traditional manufacturing. Some investors are pointing to a possible short squeeze and comparing the stock's potential to that of $SMX.

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Block (XYZ) announced on Wednesday that its board has approved an additional $5 billion for its existing share repurchase program ahead of its 2025 Investor Day.&nbsp;The move comes on top of a previously authorized $4 billion program, of which roughly $1.1 billion remained unspent at the end of September, the company said in its filing with the Securities and Exchange Commission (SEC). Block can repurchase its Class A shares either on the open market or through private transactions.<a href="https://stocktwits.com/symbol/XYZ/">XYZ’s stock</a> rose as much as 1.8% in pre-market trade. On Stocktwits, retail sentiment around the Jack Dorsey-led enterprise trended in ‘bearish’ territory over the past day.<h2 class="st-heading-2">XYZ 2025 Investor Day</h2>At XYZ’s 2025 Investor Day, Block’s senior leadership is expected to outline full-year financial guidance for 2026 and provide a three-year outlook. The company said the expanded buyback program is a central part of that strategy, aimed at returning capital to shareholders while supporting share price stability. The event will take place at 12:00 p.m. ET.Block reported its third-quarter (Q3) earnings earlier this month, which missed analyst expectations. The company reported revenue of $6.1 billion, missing the Wall Street forecast of $6.3 billion, as per Koyfin. Adjusted earnings per share (EPS) came in at $0.54, below the consensus forecast of $0.66.<h2 class="st-heading-2">XYZ’s Outlook</h2>For 2025, the company forecasted $10.24 billion in gross profit, up 15% from 2024, and expects full-year adjusted operating income of $2.06 billion, representing a 20% margin and nearly 28% year-over-year growth. Fourth-quarter (Q4) gross profit was projected to rise 19% to $2.76 billion, with adjusted operating income of $560 million and a 20% margin.&nbsp;“This quarter, I want to outline how Square will continue to take market share by being the best platform to help sellers grow, run, and automate their businesses,” said Jack Dorsey on the earnings call. Earlier this week, Block’s Cash App announced plans to enable USD Coin (USDC) payments on the Solana (SOL) blockchain starting next year, expanding its footprint as the bridge between traditional and crypto financial systems.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Block Ink logo is displayed on a mobile phone with a financial stock graph in the background in this photo illustration in Brussels, Belgium, on November 3, 2025. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

Block Adds $5 Billion To Share Buyback Program On Investor Day – XYZ Stock Gains

The move comes on top of a previously authorized $4 billion program, of which roughly $1.1 billion remained unspent at the end of September.

Equity

<ul class="summary-bullets"><li>After Starboard acquired a stake in Bill, it successfully negotiated for a seat on the company's board.</li><li>Bill’s stock hasn’t moved appreciably following the first-quarter earnings released last week.</li><li>The stock is down about 45% this year, which has shrunk its market cap to $4.67 billion.</li></ul>Bill Holdings, Inc. (BILL) shares jumped nearly 15% in Tuesday’s extended session on a report that the provider of a financial operations platform for small and medium businesses (SMB) is eyeing a potential sale.<a href="https://stocktwits.com/symbol/BILL">Bill’s stock</a> has lost about 45% this year amid an inclement consumer spending environment and rising competition.<h2 class="st-heading-2">Bill On The Block?</h2>A Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-11/business-payments-firm-bill-holdings-is-exploring-a-sale">report</a>, citing people familiar with the matter, stated that the company has begun discussing with a financial investor, considering offers from larger rivals as well as private-equity firms. The report, however, cautioned that no final decision has been made, and Bill could ultimately choose to stay independent.The San Jose, California-based company has been under pressure from activist investor Starboard to restructure operations with an eye on profitability. After disclosing an 8.5% stake in Bill this year, the activist investor entered into a cooperation agreement with the company. Pursuant to the agreement, Bill appointed four new independent directors to its board, including a Starboard nominee. Following Starboard’s involvement, Bill announced the elimination of 6% of its workforce.Elliott Management has also accumulated a 5% ownership stake in Bill this year. The payment processing industry is undergoing a wave of consolidation, with larger companies and private-equity firms acquiring smaller players. This included Capital One’s $35 billion acquisition of Discover Financial Services and Global Payments’ Worldpay deal.&nbsp;<h2 class="st-heading-2">What Retail Feels About Bill Stock</h2>Bill was among the top ten trending equity tickers on Stocktwits by late Tuesday. Retail sentiment toward the stock shifted to ‘bullish’ from the ‘bearish mood seen the day before. The message volume on the stream increased to ‘extremely high’ levels.Retail watchers of the stock discussed the after-hours spike in Bill's shares..<stembedurl>https://stocktwits.com/killasimba/message/635814656</stembedurl><stembedurl>https://stocktwits.com/WaspBreakouts/message/635823755</stembedurl>Last week, Bill reported its fiscal year 2026 first-quarter results, which showed 10% year-over-year (YoY) revenue growth to $395.7 million. The quarterly adjusted earnings per share (EPS), however, fell to $0.61 from $0.63. The top and bottom-line results exceeded consensus estimates. The forward guidance aligned with average analysts’ estimates.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slips-gary-black-says-sky-high-200x-valuation-rests-on-fool-s-narrative-of-robots-and-autonomy/cLPIhssRE5T">Tesla Stock Slips: Gary Black Says Sky-High 200x Valuation Rests On ‘Fool’s Narrative’ Of Robots And Autonomy</a>

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

Why Bill Stock Rocketed Nearly 15% In After-Hours Trading

Amid an inclement consumer spending environment and competition, Bill is reportedly exploring a sale.

AI Meets Finance: ETFs in Spotlight as PayPal-OpenAI Seal Deal 

PayPal's new role as ChatGPT's default wallet cements its AI-commerce leadership and draws ETF investors seeking fintech growth exposure.  

SoFi Technologies, Inc. (SOFI) stock is on track to hit a fresh high on Monday, potentially topping the $30 psychological barrier for the first time.San Francisco, California-based SoFi is a fintech company that has evolved from being a student loan financing company to a full-service digital platform, offering loans, banking, investing, and technology. The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion. Ever since the market-cap has met the criteria for addition to the S&amp;P 500 Index, traders have begun hoping that it would be added to the broader U.S. stock market gauge.SoFi became the top-trending equity ticker on Stocktwits early Monday, with the retail sentiment toward the stock remaining ‘bullish’ (71/100) and the message volume staying ‘high.’<figure class="image"><img style="aspect-ratio:614/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_22_at_1_55_47_AM_png_63bec1bdf9.webp" alt="Screenshot 2025-09-22 at 1.55.47 AM.png" width="614" height="54"><figcaption>SOFI sentiment and message volume as of 1:55 a.m. ET, Sept. 22 | source: Stocktwits</figcaption></figure>A bullish user&nbsp;drew a parallel between retail trading platform Robinhood Markets (HOOD) and SoFi, predicting that&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SoFi stock</a> would reach $100 by the end of the year.<stembedurl>https://stocktwits.com/nobody8341/message/629465985</stembedurl>Another user guessed the stock could hit $35 on Monday,&nbsp;which implies an over 18% jump from the last close.<stembedurl>https://stocktwits.com/dharmaj78/message/629464630</stembedurl>Another retail trader&nbsp;highlighted the company’s exposure to crypto and student loans, as well as its buyback. “Shorts in a very bad position,” they posted.<stembedurl>https://stocktwits.com/Buddar22/message/629462241</stembedurl>Short interest in SoFi stock is relatively elevated at 8.50%, although less than the 13.8% seen in July, according to Koyfin.SoFi made headlines this month by announcing a multi-year partnership with Buffalo Bills quarterback Josh Allen, who will appear in a campaign set to launch at the start of the NFL season. The company also rolled out an agentic artificial intelligence (AI) exchange-traded fund (ETF).The next major catalyst is likely to be the company’s third-quarter earnings, tentatively due in late October. The Koyfin-compiled consensus calls for revenue of $880.21 million, up about 28% year-over-year from $689.45 million last year, and earnings per share (EPS) of $0.08 versus the year-ago’s $0.05.Last week, Mizuho&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-draws-heavy-retail-chatter-amid-wall-street-optimism-here-is-mizuho-s-new-price-target/chD3EIGR3TJ">lifted the price target</a> for SoFi stock to $31 from $26, and maintained an ‘Outperform’ rating, attributing the optimism to its view that the company is the best positioned among bank processors, consumer lenders, and exchanges to benefit&nbsp;from the recent rate cut by the Federal Reserve.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-to-pop-again--tech-bull-hikes-price-target-by-90-percent/chDQfiGR3cJ">Oklo Stock Set To Pop Again? Wall Street Tech Bull Hikes Price Target By 90% On Trump's Nuclear Thrust As Retail Traders Pile In</a>

SoFi Retail Traders Get Excited As Stock Stays On Course To Hit Fresh Peak

The company’s stock has nearly doubled this year (+92%), helping its market capitalization swell to over $35 billion.

PayPal Falls Despite Q2 Earnings Beating Estimates: ETFs in Focus

PayPal topped Q2 earnings and revenue estimates but slid 8% as slowing transaction margins weighed on investor sentiment. ETFs like IPAY and FINX should be monitored closely. 

Buy-now, pay-later (BNPL) platform provider Affirm Holdings, Inc. (AFRM) stock added an incremental 2.74% in Monday’s after-hours session following a 5%+ rally in the regular session.The gains in the extended trading hours came after the San Francisco, California-based company received a bullish recommendation from a Wall Street firm.TheFly reported that TD Cowen Securities initiated coverage of Affirm Holdings stock with a ‘Buy’ rating and a $50 price target, implying 33% upside from current levels.Analysts at the firm named Affirm as one of the top performing buy-now-pay-later brands in the U.S. with a full-suite point-of-sale lending capability versus peers. They added that the company likely has the most pro-consumer practices in the industry.Also, Affirm Holdings has more seasoned underwriting capabilities versus peers, given that it started out underwriting longer-term loans first before adding pay-in-four capabilities, Cowen said.&nbsp;The firm was also positive about Affirm's slate of "heavyweight partners" in e-commerce, including Amazon, Inc. (AMZN)&nbsp; and Shopify, Inc. (SHOP).On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/AFRM">Affirm stock&nbsp;</a>remained ‘neutral’ (52/100) and the message volume stayed ‘normal.’<figure class="image"><img style="aspect-ratio:541/125;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_08_at_1_08_41_AM_png_95b92b3a28.webp" alt="Screenshot 2025-04-08 at 1.08.41 AM.png" width="541" height="125"><figcaption>AFRM sentiment and message volume as of 1:09 a.m. ET, April 8 | source: Stocktwits</figcaption></figure>A bullish watcher said they bought the dip at the $34 level and will add more if the stock falls further.<stembedurl>https://stocktwits.com/StockMars_/message/610587629</stembedurl>On the other hand, a bearish user said the stock could be headed toward the $25-$30 range.<stembedurl>https://stocktwits.com/VincyLong/message/610473454</stembedurl>Affirm Holdings stock traded at $47.75 ahead of the Trump tariff sell-off and it is currently down over 38% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ubs-estimates-iphone-price-hikes-on-china-tariffs/chflnPVRbJG">How Much Will Made-In-China iPhones Cost After Trump Tariffs? UBS Estimates Lower Hit Than Feared</a>

The Affirm Holdings, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 24, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

BNPL Player Affirm Holding’s Stock Rises After-Hours On Analyst’s Bullish Initiation But Retail Stays Cautious

TD Cowen said Affirm as one of the top performing buy-now-pay-later brands in the U.S. with a full-suite point-of-sale lending capability versus peers.

nCino, Inc. (NCNO) shares fell sharply in Tuesday's after-hours session after the Wilmington, North Carolina-based company announced sub-par quarterly earnings and downbeat forward guidance.The company reported adjusted earnings per share (EPS) of $0.12 for the fourth quarter of 2025, sharply lower than the year ago's $0.21 and the Koyfin-compiled consensus estimate of $0.19.&nbsp;nCino clarified that the adjusted EPS included a loss of $0.09 due to non-operating, predominantly non-cash foreign currency fluctuations on intercompany loans.The company, which provides a platform for the banking industry, reported revenue of $141.4 million, up 14% year over year (YoY) and exceeding the consensus estimate of $140.81 million.The guidance issued in December called for an adjusted EPS of $0.18-$0.19 and revenue of $139.5 million to $141.5 million.&nbsp;Subscription revenue jumped 16% YoY to $125 million, exceeding the guidance of $122.5 million to $124.5 million.CEO Sean Desmond said, "We ended the year strong, with meaningful year-over-year subscription revenues and ACV growth, while continuing to realize efficiencies across our operations."The executive touted the artificial intelligence (AI) opportunity as the company embeds the technology across onboarding, account opening, lending, and portfolio management offerings that span commercial, consumer, small business, and mortgage lines of business globally.The company announced a stock repurchase authorization for buying shares worth up to $100 million.nCino guided first-quarter adjusted EPS of $0.15 to $0.16 and revenue of $138.75 million to $140.75 million, trailing the consensus estimates of $0.21 and $145.51 million, respectively.The company expects fiscal year 2026 adjusted EPS and revenue of $0.66 to $0.69 and $574.5 million to $578.5 million, respectively. The full-year guidance was also below the average analysts' estimates of $0.88 and $613.41 million, respectively.Annual contract value (ACV) and subscription revenue for the year are expected to be $564 million to $567 million and $503 million to $507 million, respectively.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/NCNO">nCino stock</a> remained 'extremely bullish' (88/100), and the message volume was 'extremely high.'<figure class="image"><img style="aspect-ratio:639/135;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_01_at_9_41_50_PM_png_9308d5e10c.webp" alt="Screenshot 2025-04-01 at 9.41.50 PM.png" width="639" height="135"><figcaption>NCNO sentiment and message volume, as of 9:42 p.m., April 1 | source: Stocktwits</figcaption></figure>A bullish watcher suggested they would buy the dip because the company is a good fintech play.<stembedurl>https://stocktwits.com/ithinkthereforeiam/message/609993006</stembedurl>nCino shares fell 29.27% to $19.89 in Tuesday's after-hours session, marking the lowest level in two years. The stock will witness its biggest single-day drop if the losses extend into Wednesday's session.nCino stock is down 16.3% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

nCino Slumps On Downbeat Q4 Earnings And Soft Guidance, But Retail Traders Turn Contrarian

Subscription revenue jumped 16% YoY to $125 million, exceeding the guidance of $122.5 million to $124.5 million.

Do Wall Street Analysts Like Fiserv Stock?

Fiserv has delivered exceptional performance over the past year, outshining the broader market and fueling continued strong confidence among analysts in its promising growth trajectory.

Bill Holdings, Inc. (BILL) shares slumped in Thursday’s after-hours session after the&nbsp;San Jose, California-based company’s fiscal year third-quarter revenue guidance came in shy of estimates. Meanwhile, the second-quarter results exceeded expectations.&nbsp;The company, which provides a financial operations platform for small and midsize businesses, reported second-quarter non-GAAP earnings per share (EPS) of $0.56, up from $0.51 a year ago, and beating the consensus estimate of $0.47 and the guidance of $0.44-$0.48.Revenue increased 14% year over year (YoY) to $362.6 million, with subscription revenue rising 7% to $67.7 million and transaction fees increasing 19% to $251.9 million. However, the growth rate slowed from the first quarter.The top line exceeded the guidance of $355.5 million to $360.5 million and the $360.07 million consensus estimate.Float revenue, comprising interest on funds held for customers, was $42.9 million.Among operational metrics, the number of businesses served numbered 481,300 at the end of the second quarter, and the second-quarter total payment volume rose 13% YoY to $84 million. It processed 30 million transactions during the quarter, up 17%René Lacerte, BILL CEO, said, “We delivered strong financial results and innovated at a rapid pace as we executed on our vision to be the de facto intelligent financial operations platform for SMBs.”Bill expects third-quarter revenue of $352.5 million to $357.5 million, which suggests a potential growth slowdown to 9%-11%, and non-GAAP EPS of $0..35 to $0.38.The revenue guidance was shy of the consensus estimate of $360.37 million, according to Yahoo Finance. The bottom line guidance was above the Street estimate of $0.34.The full-year guidance calls for revenue of $1.454 billion to $1.469 million and non-GAAP EPS of $1.87 to $1.97. This marked an increase from the previous guidance of $1.439 billion to $1.464 billion and $1.65-$1.83, respectively.Analysts, on average, estimate revenue of $1.46 billion and non-GAAP EPS of $1.78 for the year.CFO John Rettig said, “We are executing on our strategic priorities and are confident that our strong business model will allow us to drive years of durable growth, an attractive long-term profitability profile, and sustained value generation for shareholders.”Early results from an ongoing Stocktwits poll showed that 47% of respondents said the post-earnings plunge was uncalled for and was an “overreaction.” Thirty-four percent said conceded that the guidance was weak.Ten percent said the move was partially justified due to the mixed nature of the results and a more modest 9% said algo manipulator had a role in the stock drop.<img src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/bill_poll_6447ed634c.png" alt="bill-poll.png">On Stocktwits, sentiment toward Bill stock remained 'extremely bearish’ (18/100) and the message volume stayed ‘extremely high,’<figure class="image"><img style="aspect-ratio:625/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/bill_sentiment_a9ada9e656.png" alt="bill-sentiment.png" width="625" height="133"><figcaption>BILL sentiment and message volume February 6, as of 9:12pm ET | Source:&nbsp;Stocktwits</figcaption></figure>A bearish user said the stock could head toward the 52-week low of $43.<stembedurl>https://stocktwits.com/bombastic_/message/603257801</stembedurl>Another user pointed to the elevated P/E levels. The forward P/E for Bill is 57.47, according to Yahoo Finance.<stembedurl>https://stocktwits.com/uninvisible/message/603224021</stembedurl><a href="https://stocktwits.com/symbol/BILL">Bill stock&nbsp;</a>fell 29.43% to $68 in the after-hours session, marking the biggest slump in about three months. The stock has added nearly 14% so far this year after reporting a more muted 3.8% gain in 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-media-stock-rises-on-plans-to-offer-bitcoin-etf-other-thematic-financial-products/chPDNWbRsI">Trump Media Company Stock Rises On Plans To Offer Bitcoin ETF, Other Thematic Financial Products: Retail Mood Fails To Revive</a>

Bill Holdings logo is displayed on a smartphone with stock market percentages on a laptop.

Bill Stock Retreats To 3-Month Low Despite Q2 Beat As Light Guidance Spooks Investors: Retail Sentiment Downbeat

CEO René Lacerte said the company delivered strong financial results but investors did not take kindly to the revenue growth slowdown and a light forward 

CEO René Lacerte said the company delivered strong financial results but investors did not take kindly to the revenue growth slowdown and a light forward guidance.


PayPal Stock: Analyst Estimates & Ratings

PayPal has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

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Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

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

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

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