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Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after a quarterly earnings beat, with traders crediting Alani Nus growth and international sales for lifting results. The reaction is broadly bullish, but investors are watching forward guidance, margin pressure, and weakness in the core Celsius brand.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Record third-quarter results, stronger forward guidance, and progress from AppLovins AI advertising model are driving attention, with the expanded buyback adding to the bullish reaction. Traders are celebrating the sharp rally and renewed confidence, while others caution that gains could fade and question whether the growth and valuation are sustainable.

Snap, Inc. is 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

Snaps quarterly results sparked a selloff as daily-user growth missed expectations and core advertising remained weak, despite improved profitability and a stronger outlook. Traders are divided over whether growing subscriptions and cash flow can offset the ad and user-growth concerns.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents better-than-expected quarterly results and stronger outlook, supported by AI data-center demand for optical connectivity, are driving discussion. Traders are divided between viewing the selloff as a broad AI/tech risk-off move despite strong results and worrying that the positive news is not translating into sustained gains.

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 under pressure as traders worry that calls for tougher AI regulation and data-center permitting hurdles could slow infrastructure spending, while broader concerns about the durability and financing of AI capex add to the semiconductor selloff. Bulls argue the political fears are overblown and demand will continue; bears point to concentrated customer spending, financing risks and weak price action.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms mixed quarterly results and outlook are driving discussion: modest beats were offset by falling handset revenue and rising chip costs, prompting a sharp post-earnings selloff. Traders are debating whether growth in automotive, data centers and the new Starlink 5G partnership can offset continued weakness in phones.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is drawing attention after reporting a profitable quarter, beating revenue and earnings expectations, and raising its full-year outlook. Traders are mostly bullish on the results and growth outlook, while some debate whether the improving margins can be sustained.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

A sharp post-Q3 selloff is driving discussion: traders debate whether the quarter was strong, while concerns about the outlook, slowing same-store growth, and the chairmans large share sale weigh on sentiment. Bulls call the decline an overreaction and a buying opportunity; bears point to competition, costs, and valuation as reasons for caution.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beautys fiscal Q2 results beat expectations and the company raised its full-year outlook, prompting bullish reactions to its sales growth and earnings momentum. Some traders are taking profits or questioning how much growth reflects tariff refunds and the Rhode acquisition, while others point to continued brand expansion as support for the outlook.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

The DEAs broader cannabis Schedule III rescheduling process and its potential to ease the industrys 280E tax burden dominate discussion, with traders divided over procedural delays and when relief might arrive. Some also point to Trulieves medical-cannabis business and index inclusion as relative strengths, while others question whether regulatory progress will lift the shares.

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Breakfast food giant makes major change to iconic cereal's recipe

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Wall Street's Most Accurate Analysts Weigh In On 3 Defensive Stocks With Over 5% Dividend Yields

Analysts review three high-yield consumer staples: Hormel (5.50%), Kraft Heinz (6.53%) and General Mills (7.16%), with mixed ratings and targets.read more...

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Factors to Watch Ahead of B&G Foods' Q3 Earnings Release

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Keurig Dr Pepper to Report Q3 Earnings: Key Insights for Investors 

KDP's Q3 results are likely to benefit from beverage innovation, energy drink momentum and JDE Peet's acquisition, while coffee softness and cost pressures may weigh on margins. 

Monster Beverage Q3 Earnings Around the Corner: Is a Surprise Brewing?

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General Mills, Inc. engages in the manufacture of food. Its portfolio of brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

GIS Stock Eyes Second Week Of Gains: Jefferies Sees Savings Upside For General Mills Amid Consumer Pressure 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>General Mills Q4 revenue and earnings beat Wall Street estimates.</li><li>Jefferies sees upside from higher brand investment and cost savings in fiscal 2027.&nbsp;</li><li>The firm maintained a ‘Hold’ rating, citing weak consumer demand and expected compression in earnings and margins.&nbsp;</li></ul>General Mills (GIS) stock looked set for a second straight week of gains after its stronger-than-expected fiscal fourth-quarter results boosted investor sentiment, with Jefferies pointing to the company's cost-saving initiatives and improving execution as key drivers.&nbsp;&nbsp;<h2 class="st-heading-2">GIS Brand Investment Strategy Gains Focus Amid Margin Pressure&nbsp;</h2>Jefferies raised its price target on General Mills to $36 from $33 following the company's Q4 results. Revenue of $4.6 billion was in line with the analysts’ consensus estimates, and adjusted earnings of $0.95 exceeded Street’s estimate of $0.8, according to Fiscal AI data.&nbsp;Looking ahead to fiscal 2027, Jefferies believes General Mills is moving away from relying primarily on pricing actions and instead plans to increase investment behind its brands. The firm said the company's guidance suggests upside if cost-saving initiatives deliver stronger-than-expected results.Despite the potential upside, Jefferies remains cautious, citing weak demand across several product categories, continued pressure on consumer spending, and expectations of another year of lower earnings and profit margins, which are reasons to keep its Hold rating.&nbsp;<a href="https://stocktwits.com/symbol/GIS">General Mills stock</a> edged 0.6% lower overnight after recording its biggest single-day gain in over six years.&nbsp;<h2 class="st-heading-2">General Mills CEO Outlines Roadmap For Fiscal 2027&nbsp;</h2>Speaking during the Q4 earnings call, General Mills Chairman and CEO Jeff Harmening told investors the packaged food company expects stronger financial performance through increased brand investment, operational efficiencies and disciplined capital allocation.“We expect to deliver $3 billion in cumulative cost savings over the 4 years through fiscal 2030, primarily through our Holistic Margin Management productivity program and our global transformation initiative,” said Harmening.According to Harmening, the anticipated savings will help offset inflationary costs while providing additional resources for growth investments.Investors also welcomed evidence that demand may be stabilizing. North American retail operating profit improved over the course of the fiscal year, finishing with 7% growth after much steeper declines earlier in the year.&nbsp;General Mills forecast organic net sales ranging from a 1.5% decline to 0.5% growth, suggesting consumer spending conditions will remain challenging.<h2 class="st-heading-2">What GIS Retail Traders Are Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day, with a 466% increase in message volume in 24 hours.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Olivia_Strickland/message/658069723">said</a>, “<a href="https://stocktwits.com/symbol/GIS">$GIS</a> gapping 7.7% on the Q4 beat, targeting $3B in cost savings. Staples don't usually pop like this, but earnings moves in slow names tend to hold better than the momo junk.”Another user&nbsp;<a href="https://stocktwits.com/GreekSamurai/message/658006885">said</a>, “This has to be one of the most undervalued stocks around.”GIS stock has declined by over 18% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gm-stock-on-track-for-fifth-straight-day-of-loss-as-q2-vehicle-sals-decline-4.2-percent/cZm3jPgR71e">GM Stock On Track For Fifth Straight Day Of Loss As Q2 Vehicle Sales Decline 4.2%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Boxes of General Mills Cheerios cereal are stacked at a Costco Wholesale store. 

General Mills (GIS) stock looked set for a second straight week of gains after its stronger-than-expected fiscal fourth-quarter results boosted investor sentiment, with Jefferies pointing to the company's cost-saving initiatives and improving execution as

Jefferies raised its price target on GIS and highlighted a focus on brand investments.  


Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.95	--	--	N/A
Q1 '26	$0.72	$0.75	4.61%	BEAT
Q4 '25	$0.80	$0.95	19.16%	BEAT
Q3 '25	$0.73	$0.64	-12.12%	MISSED
Q2 '25	$1.03	$1.10	7.15%	BEAT

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GIS Earnings

Upcoming Earnings: Q2 '26

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