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BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

BioNTechs latest Phase 3 breast-cancer results are drawing attention: the drug met its primary endpoint but delivered only a modest benefit versus chemotherapy, with higher lung-inflammation rates. Traders are debating whether this and an earlier cancer-trial setback signal broader pipeline weakness or are outweighed by other oncology programs and an upcoming pipeline update.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios quarterly results beat expectations and lifted its full-year outlook, but a softer next-quarter organic growth forecast signaled deceleration and drove a sharp selloff. Traders are debating whether slowing messaging growth and weaker customer expansion outweigh the strong results, while some see the pullback as a potential bounce opportunity.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHD is drawing attention as traders discuss a shift from volatile technology and growth stocks toward dividend-paying value and defensive holdings amid market uncertainty. Many point to its recent strength and keep accumulating, while others question its yield and warn that rising Treasury yields or a return to tech could weigh on the fund.

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

Traders are focused on whether Q3 results will show that oral Wegovy demand and international expansion can offset concerns about Eli Lillys competitive lead in GLP-1 drugs. The community is divided: some see the pill rollout and low valuation as recovery potential, while others remain cautious about Novos execution, management and pipeline; the Hengrui licensing deal also drew debate as a longer-term pipeline move.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report and disclosure that the SEC closed its investigation without recommending enforcement action drove a sharp rally, with traders also pointing to record sales volumes. The move has fueled short-squeeze and momentum talk, while bears argue that an EPS miss, declining per-car margins and the end of numerical guidance undermine the growth story.

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

TG Therapeutics Inc

A sharp breakout to a fresh 52-week high has put TGTX in focus, with traders pointing to BRIUMVIs commercial growth and anticipation of earnings and upcoming subcutaneous data. Buyout and short-squeeze theories are circulating, but remain speculation; others see the rally as momentum ahead of those catalysts.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

A sharp selloff and persistent volatility dominate discussion, with traders pointing to broader weakness in miners and uncertainty over Sangdongs production ramp and near-term cash flows. Some remain bullish on tungsten-market fundamentals and the mines first shipment, while others say the investor-day discussion offered little new detail and are concerned about execution.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens run to recent highs has traders focused on its upcoming quarterly results, with options activity drawing attention; some view put buying as protection ahead of the report rather than a bearish bet. Optimism around the companys recent positive IMDELLTRA lung-cancer trial results also supports the pipeline discussion.

Crown Castle, Inc. engages in the business of owning, operating, and leasing shared communications infrastructure. It operates through the following segments: Towers, Fiber, and Other. The Towers segment focuses on providing coverage and capacity for wireless carrier network deployments. The Fiber segment includes communications infrastructure offerings of small cells and fiber solutions. The Other segment is involved in corporate assets such as cash and cash equivalents. The company was founded by Ted B. Miller Jr. and Edward C. Hutcheson Jr. in 1994 and is headquartered in Houston, TX.

Crown Castle Inc

Crown Castle International Corp

Reports that SpaceX is in talks to access at least 80,000 U.S. cell sites, including Crown Castles towers, have focused attention on the prospect of a major new leasing customer. Traders see potential tower revenue upside, while skeptics note that no agreement is signed and question whether SpaceXs wireless plans will translate into meaningful demand.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas earnings beat and raised outlook fueled a sharp rally, with traders betting that AI-agent adoption will lift demand for identity security. The bullish AI-security thesis is being weighed against concerns that the stocks run has stretched its valuation, prompting profit-taking and calls for a pullback.

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Stock-Split Watch: GE Vernova Trades Above $890 With a $176 Billion Backlog. Is a Split Next?

Key PointsGE Vernova is one of the more expensive companies on a per-share basis...

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Amazon, Intel, Rivian, Coinbase, Reddit, GE Vernova & more

Here are the biggest calls on Wall Street on Friday...

GEV Stock In Focus Amid Mixed Analyst Views — HSBC Upgrades GE Vernova To Buy, Says Wind Business Is ‘Past The Worst’

Equity

HSBC raised its price target to $1,100 from $1,040 and said GE Vernova’s wind division “looks largely derisked,” according to The Fly. 


GE Vernova Q3 Earnings Call Highlights Pricing and Grid Expansion

GEV's Q3 earnings beat, rising gas turbine pricing, $197B backlog and $9B Trench deal highlight stronger margins and expanding grid opportunities.


GE Vernova's $197 Billion Backlog, $9 Billion Acquisition, and One Clear Strategy

Key PointsGE Vernova's Q3 orders nearly doubled and backlog surged on unprecedented AI demand...

Why GE Vernova Stock Is Sinking Today

Key PointsGE Vernova reported Q3 2026 financial results this morning...

GE Vernova shares slip despite a beat-and-raise. What the sellers are getting wrong

We're reiterating our buy-equivalent 1 rating on the stock after another strong earnings report...

GE Vernova CEO Says Gas Turbine Prices Are Up 50%  And Customers Are Booking into 2032

GE Vernova CEO Scott Strazik says gas equipment order pricing per kilowatt could rise 50% in 2026, with customers booking turbine slots into 2032.read more...

US Stocks Mixed; GE Vernova Earnings Top Views

U.S. stocks were mixed: Dow rose 0.1%, while Nasdaq and S&P 500 slipped. GE Vernova beat estimates and raised guidance; oil jumped 2.2%.read more...

GE Vernova To Acquire Trench Group For $9B, Raises 2026 Guidance After Q3 Revenue Beat — What Investors Need To Know

GE Vernova lifted its full-year revenue, adjusted EBITDA margin, and free cash flow forecasts as orders surged 96% organically and backlog reached $197 billion.


GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

Bullish Sentiment

<ul class="summary-bullets"><li>HSBC also said higher-priced gas and grid deliveries will drive further earnings upgrades, The Fly reported.</li><li>On Thursday, Susquehanna lowered its price target to $1,250 from $1,270 while maintaining a ‘Positive’ rating, while RBC Capital raised its price target to $1,230 from $1,225 and maintained its ‘Outperform’ rating, according to The Fly.</li><li>31 out of 37 analysts covering the stock rate it ‘Buy’ or ‘Strong Buy,’ whereas six rate it ‘Hold,’ according to Koyfin.&nbsp;</li></ul><p>GE Vernova (GEV) drew investor attention on Friday after HSBC upgraded the stock to ‘Buy’ from ‘Hold,’ saying the breadth of gas demand supports the company’s resilience in 2027 and its wind division “looks largely derisked” and is “past the worst.”</p><p>HSBC raised its price target to $1,100 from $1,040, citing higher pricing and gas and grid deliveries as potential drivers of further earnings upgrades, according to The Fly.</p><p><a href="https://stocktwits.com/symbol/GEV">GEV shares&nbsp;</a>traded 2.75% lower in premarket trading at the time of writing.</p><p>Thirty-one out of 37 analysts covering the stock rate it ‘Buy’ or ‘Strong Buy,’ while six rate it ‘Hold,’ according to Koyfin. The 12-month price target ranges from $940 to $1,450, with an average of $1,198.91.&nbsp;</p><h2 class="st-heading-2">Analysts Deliver Mixed Verdicts After Q3 Results</h2><p>Analyst reactions on Thursday were mixed, with some firms citing earnings momentum and others pointing to elevated expectations and potential order concerns.</p><p>Citi lowered its price target to $1,000 from $1,125 and maintained a ‘Neutral’ rating, according to The Fly. The firm said the muted reaction to GE Vernova’s solid Q3 results and raised guidance reflected elevated expectations, adding that the risk/reward looked balanced at current share levels.</p><p>TD Cowen lowered its price target to $1,125 from $1,235 while maintaining a ‘Buy’ rating. The firm said concerns about peak orders in the first half of 2026 may have contributed to the stock’s weakness, while noting that the company’s guidance had reflected this order profile for some time.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Old PT</td><td>New PT</td></tr><tr><td>HSBC</td><td>$1,040</td><td>$1,100</td></tr><tr><td>RBC Capital</td><td>$1,225</td><td>$1,230</td></tr><tr><td>TD Cowen</td><td>$1,235</td><td>$1,125</td></tr><tr><td>JPMorgan</td><td>$1,150</td><td>$1,035</td></tr><tr><td>Susquehanna</td><td>$1,270</td><td>$1,250</td></tr><tr><td>Citi</td><td>$1,125</td><td>$1,000</td></tr></tbody></table></figure></div><p><i>Source: The Fly</i></p><p>Susquehanna also lowered its price target to $1,250 from $1,270 and maintained a ‘Positive’ rating, according to The Fly. The firm noted that the company added 11 GW in new gas contracts in Q3, bringing total capacity under contract to 122 GW. Power margins stood at 21.4%, driven by higher-priced orders converting to shipments, with the second-half run rate viewed as a good starting point for 2027.</p><p>RBC Capital raised its price target to $1,230 from $1,225 and maintained an ‘Outperform’ rating after the company’s Q3 earnings beat. The firm said GE Vernova was beginning to benefit from increased manufacturing capacity and earlier price increases flowing through to its income statement. It also cited growth and synergy opportunities from the proposed $9 billion Trench Group acquisition.</p><h2 class="st-heading-2">How Retail Views GEV</h2><p>On Stocktwits, retail sentiment around GEV stock remained ‘bullish’ over the past 24 hours, with ‘high’ message volumes.</p><p>One bullish user called GEV the “best industrial stock” to buy, saying its earnings made the stock look cheap.</p><p><stembedurl>https://stocktwits.com/jobTrader/message/667735584</stembedurl></p><p>Another, however, expressed dissatisfaction with GEV’s recent share-price action.</p><p><stembedurl>https://stocktwits.com/OptionsViper/message/667685297</stembedurl></p><p>GEV shares have surged over 34% year-to-date.</p><p><strong>Also read: &nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/us-stock-futures-fall-as-amzn-intc-earnings-trigger-tech-sell-off-nvda-rddt-rivn-sfm-in-focus/cZUhYKdR9TI"><strong>US Stock Futures Fall As AMZN, INTC Earnings Trigger Tech Sell-Off: NVDA, RDDT, RIVN, SFM In Focus</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the GE Vernova company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

HSBC also said higher-priced gas and grid deliveries will drive further earnings upgrades, The Fly reported.On Thursday, Susquehanna lowered its price target to $1,250 from $1,270 while maintaining a ‘Positive’ rating, while RBC Capital raised its price t

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