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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs quarterly report, higher full-year revenue outlook and Sanofi vaccine-trial milestone are driving discussion, with bullish traders pointing to improved finances and licensing potential. Shares are falling despite the upbeat results, as skeptics question whether milestone income can become recurring revenue and call for more partnerships and clearer pipeline progress.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Strong quarterly results, improving margins and raised full-year guidance have fueled a sharp rally, with bullish traders pointing to Corsairs turnaround and potential short squeeze. Others caution that the move could fade, while debate continues over whether the improved performance can persist.

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

NVDA is caught in a broad semiconductor selloff as traders worry that political pressure and possible data-center restrictions could slow AI infrastructure spending and chip demand. The community is divided: some fear a lasting capex slowdown, while others argue projects will move to friendlier regions and that the market reaction overstates the risk.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is under pressure after a Q3 earnings miss, with a legal, tax and regulatory reserve reducing reported revenue and weighing on GAAP results. Traders are split: bears focus on the headline miss, while bulls point to growth in bookings and riders, stronger adjusted EBITDA, and in-line Q4 guidance.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

RKTs rebound has drawn attention, with traders citing strong quarterly results and market-share gains despite a difficult mortgage market, alongside heavy call-option activity. Bullish traders see room for recovery, while skeptics point to elevated rates, weak housing demand and cautious outlook concerns.

Procter & Gamble Co. engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances. The Health Care segment includes oral care products like toothbrushes, toothpaste, and personal health care such as gastrointestinal, rapid diagnostics, respiratory, and vitamins, minerals, and supplements. The Fabric and Home care segment consists of fabric enhancers, laundry additives and detergents, and air, dish, and surface care. The Baby, Feminine and Family Care segment sells baby wipes, diapers, and pants, adult incontinence, feminine care, paper towels, tissues, and toilet paper. The company was founded by William Procter and James Gamble in 1837 and is headquartered in Cincinnati, OH.

Procter & Gamble Co.

P&Gs better-than-expected quarterly results have driven a sharp rally, with traders also pointing to demand for defensive consumer-staples stocks. Bulls see resilient demand and safe-haven appeal, while skeptics question the premium valuation and warn that higher costs are squeezing margins.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is drawing attention after a steep selloff that traders variously attribute to broad biotech and market weakness, thin trading, and concerns about the CEOs share sale, cash needs, and transparency around the planned prostate-cancer BLA filing. The community is split between buying the dip on confidence in the clinical data and upcoming pipeline updates, and warning that financing and execution uncertainty could keep pressure on the shares.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is under pressure amid a broader AI-infrastructure selloff and concern that MaxLinear plans to compete for share in the active electrical cable market Credo dominates. Bears see rising competition and customer concentration as risks, while bulls argue demand is expanding and the selloff overstates the threat.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALABs sharp selloff is being discussed as part of a broader pullback in AI hardware, with traders questioning whether data-center spending and financing can sustain demand for its connectivity products and whether its valuation leaves room for further downside. Bulls call the move sentiment-driven and see the AI infrastructure thesis intact, while bears point to customer concentration and possible buildout slowdowns.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly earnings beat and raised outlook sparked a sharp after-hours rebound following a steep selloff. Traders are split on whether accelerating growth can outweigh the stocks rich valuation and margin concerns, especially amid broad market weakness.

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GPN Q3 Earnings Beat Estimates on Genius Growth, Margins Rise

Global Payments tops Q3 earnings estimates, driven by strong Genius adoption and higher enterprise volumes, while expanding margins and progress on Worldpay integration support growth.

Global Payments Named Commerce Technology Provider for University of Memphis Tigers

Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, today announced it has been selected as the Commerce Technology Provider for the University of Memphis Tigers. Genius, the flagship point-of-sale (POS) and...

Global Payments Named Official Merchant Services Provider of NASCAR

Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, today announced it has been selected as the Official Merchant Services Provider of NASCAR . Through the multi-year partnership, Global Payments will...

Compared to Estimates, Global Payments (GPN) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Global Payments (GPN) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Global Payments (GPN) Q3 Earnings and Revenues Surpass Estimates

Global Payments (GPN) delivered earnings and revenue surprises of +0.28% and +0.03%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Global Payments Reports Third Quarter 2026 Results

Global Payments Inc. (NYSE: GPN) today announced results for the third quarter ending September 30, 2026. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261103515224/en/ We delivered third quarter results consistent with our...

GPN's $40B Takeover Buzz: Can Private Equity Revive Its Growth?

Global Payments draws takeover interest from CD&R and GTCR in a potential $40B deal, but Worldpay integration challenges and debt raise questions about growth.

Will Higher Enterprise & SMB Contribution Aid GPN's Q3 Earnings?

Global Payments' Q3 earnings may benefit from Enterprise and SMB growth, but rising costs could temper gains. Can it beat estimates?

Global Payments (GPN) Surges 13.0%: Is This an Indication of Further Gains?

Global Payments (GPN) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Zacks Industry Outlook Highlights Visa, Mastercard, PayPal, Global Payments and WEX

V, MA, PYPL, GPN and WEX face rising technology costs and inflation pressures but remain positioned to benefit from digital payments, cross-border transactions and strategic acquisitions.

$GPN Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $3.58 up 9.82% YoY
• Reported revenue of $3.18B up 31.02% YoY
• Global Payments&#39; unchanged 2026 outlook: normalized constant currency adjusted net revenue growth approximately 4%5%, adjusted EPS $13.60$13.80, normalized adjusted operating margin expansion approximately 150 basis points, and shareholder returns above $2B.

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Global Payments, Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $3.58 up 9.82% YoY
• Reported revenue of $3.18B up 31.02% YoY
• Global Payments' unchanged 2026 outlook: normalized constant currency adjusted net revenue growth approximately 4%5%, adjusted EPS $13.60$13.80, normalized adjusted operating margin expansion approximately 150 basis points, and shareholder returns above $2B.

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Stocktwits Earnings

• Reported GAAP EPS of $3.58 up 9.82% YoY
• Reported revenue of $3.18B up 31.02% YoY
• Global Payments' unchanged 2026 outlook: normalized constant currency adjusted net revenue growth approximately 4%5%, adjusted EPS $13.60$13.80, normalized adjusted operating margin expansion approximately 150 basis points, and shareholder returns above $2B.

Global Payments GAAP operating income and diluted EPS declined year over year; nine-month operating cash flow was $212.9M; Worldpay integration delays and failure to realize anticipated savings remain identified risks.

Global Payments adjusted net revenue and adjusted EPS increased, the Worldpay run-rate expense synergy target rose to $650M, and year-to-date shareholder capital returns exceeded $1.4B.

Global Payments, Inc. engages in the provision of payment technology and software solutions. It operates through the Merchant Solutions and Issuer Solutions segments. The Merchant Solutions segment offers payment technology and software solutions globally, primarily to small and medium-sized businesses, as well as select mid-market and enterprise customers. The Issuer Solutions segment provides comprehensive commerce solutions that support the payment ecosystem for issuers. The company was founded by George W. Thorpe in 1967 and is headquartered in Atlanta, GA.

Michael Burry’s Fiserv Buyout Math Hits $120 — Reaffirms PayPal As A ‘Fat Pitch’ Amid Global Payments Deal Buzz 

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Bearish Sentiment

<ul class="summary-bullets"><li>Burry’s hypothetical <a class="mention" data-mention="$FISV" data-symbol-id="FISV" href="https://stocktwits.com/symbol/FISV" target="_blank">Fiserv</a> buyout valuation of $100 to $120 implies 100%-140% upside from current levels.</li><li>Burry said deal activity could accelerate Fiserv’s investment case ahead of Tuesday’s earnings.</li><li>He remained cautious on Global Payments and FIS, with his valuation ranges below their share prices.</li></ul>Michael Burry sees a potential takeout value of $100 to $120 per share for payments processor Fiserv (FISV). He also reaffirmed PayPal (PYPL) as a “Fat Pitch” as reported private-equity interest in rival Global Payments (GPN) puts sector valuations in focus.<h2 class="st-heading-2">Burry Sees Opportunity In Fiserv’s ‘Penalty Box’</h2>Burry’s $100-$120 buyout scenario implies upside in the range of 100%-140% from Fiserv’s current market price. He estimated the range by applying valuation assumptions from a potential Global Payments takeover. “Fiserv is far more profitable, only slightly more costly as an acquisition target, and has better assets, relative to Global Payments,” he said in his latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/trading-post-global-payments-buyout?utm_source=share&amp;utm_medium=android&amp;r=3a7nc">Substack post</a>.He argued that the stock’s struggles partly reflect a loss of investor trust. “Fiserv has been in the penalty box due to a prior management’s overly enthusiastic growth targets and poorly disclosed benefits from Argentine hyperinflation. This credibility gap is not easily restored on Wall Street, even with new management,” he said.Burry maintained a full position and said fresh deal activity could bring forward the potential payoff. “Altogether, I find this circumstance an opportunity,” he said. “Remember, insiders have been significant buyers at these low prices.”The buyout comparison assumes a new owner can change strategy, cut costs, and redirect cash flows. For ordinary shareholders, Burry said Fiserv still traded at about 1.6 times his IV15 benchmark, which is the price at which he expects 15% annualized returns over 15 years.Fiserv reports third-quarter results on Tuesday.<h2 class="st-heading-2">Burry Questions Value Behind Global Payments’ Buyout Rally</h2>Global Payments shares jumped as much as 18% Friday after&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/da16af06-4431-4ced-9c3e-a0753d8c45c9?syn-25a6b1a6=1">reports</a> that Clayton Dubilier &amp; Rice was pursuing a buyout alongside GTCR, its largest shareholder.&nbsp; GTCR gained 15% of Global Payments through its Worldpay acquisition, completed in January at a $24.25 billion enterprise valuation. Global Payments also sold its Issuer Solutions business to Fidelity National Information Services (FIS).Burry, however, is skeptical of Global Payments’ acquisition strategy and heavily adjusted earnings. “My view, from the point of view of a minority shareholder, has been that Global Payments had little value as a serial acquirer doomed to continue buying companies at a poor rate of return,” he said.Even assuming better capital allocation, his entry-price range for a control buyer seeking 15% annualized returns was $45 to $60, which is about 38%-54% below current levels. At that market price, he estimated a control buyer could earn 10%. His $18-$26 comparison for FIS was about 33%-53% below last closing price.&nbsp;Still, he saw a potential catalyst for rivals. “Nevertheless, a buyout of Global Payments should validate the value of the other legacy payment networks. Perhaps even put them in play,” he said.<h2 class="st-heading-2">Burry Stands By His PayPal ‘Fat Pitch’</h2>Burry remains bullish on PayPal, though he said its business isn't an easy comparison to Global Payments.“I have it today trading at about 0.80x IV15, and it is a Fat Pitch here in the $50s,” he said. He called his position small to normal in size. His bullish stance predates the latest deal speculation. In July, he challenged Stripe and Advent’s $60.50-per-share offer, arguing that a buyer taking control of PayPal should pay more.“$60.50 is just too low. I am not selling, and I believe it is only an opening bid,” he said at the time. Stripe and Advent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-08-28/advent-stripe-consortium-is-said-to-drop-pursuit-of-paypal">reportedly</a> abandoned their pursuit in August.Outside payments, Burry added to Sprouts Farmers Market (SFM) call options expiring in 2028 and JD.com (JD) calls expiring in 2029. He also bought more BYD (BYDFF), calling the automaker a mid-sized position and JD as a large holding.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pgen-stock-retail-buyout--inovio-rival-crashes-party-before-earnings/cNG9qNsR92t">Precigen Bears Take Over Premarket – But Retail Bulls Still See A Buyout Coming&nbsp;</a>

Michael Burry attends "The Big Short" New York Premiere at Ziegfeld Theater on November 23, 2015 in New York City. (Photo by James Devaney/WireImage)

Burry maintained a full Fiserv position, citing stronger profitability and better assets than Global Payments.

Michael Burry’s Fiserv Buyout Math Hits $120 — Reaffirms PayPal As A ‘Fat Pitch’ Amid Global Payments Deal Buzz

BYD Co

BYD Co Ltd/ADR

Fidelity National Information Services, Inc.

Fiserv, Inc.

JD.com Inc - ADR

PayPal Holdings Inc

Sprouts Farmers Market Inc

Fundamental investor

Technical trader

A mix of both

Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

Current Price	$94.98
Prev Close	$96.09
Open	$96.94
Dividend Yield	1.29%
50-Day Moving Average	$86.58
Beta	1.11
Avg. Volume	2.64M
PE Ratio	29.80

52-Week High	$101.32
52-Week Low	$61.16
Market Capitalization	$25.43B
EPS (Annual)	$5.79
Price to Book	1.09
Revenue Per Employee	$296,379.92

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