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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 Micros strong quarterly results and raised outlook have been followed by a selloff, with traders debating whether thin margins, customer concentration and cash-flow concerns outweigh the growth. Some also point to uncertainty about AI data-center expansion and broader weakness in AI-related stocks, while others see the reaction as disconnected from the results.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention after Democrats midterm gains, which traders view as a setback for Trump and a negative signal for the Trump-linked company. Conversation is overwhelmingly bearish, with many expecting further declines while a smaller group sees a potential rebound or buying opportunity.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns sharp selloff is being tied by traders to fears that election-related data-center restrictions could slow AI infrastructure spending and memory demand, alongside a broader rotation out of chip stocks. The community is split between concerns that the AI/memory trade is unwinding and that memory earnings have peaked, and the view that those fears are overblown given continuing demand and expected buybacks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid election-related concerns that a shift in political control could bring tighter data-center rules or delay planned projects, with traders also watching upcoming earnings. Some see existing power and infrastructure as protection and expect AI demand to persist; others worry regulatory uncertainty could slow expansion and strain financing.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Hopes for a US-Iran diplomatic deal and easing Strait of Hormuz supply disruptions are driving a sharp retreat in crude and USO. Traders are split between bears expecting geopolitical risk premium to unwind and bulls who doubt the deal rumors and remain wary of renewed conflict.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound to a fresh high after its earnings-related pullback is driving attention, with traders attributing the move to a short squeeze and rotation into mega-cap stocks around the midterm results. Bulls point to dip buying and resilience, while bears call the rally overextended given lower margin guidance and rising memory costs.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor is drawing attention ahead of the FDAs pending decision on deramiocel for Duchenne muscular dystrophy, with traders focused on a letter from 28 HOPE-3 investigators urging approval and defending the trial data. Many are bullish and speculate about short covering, while others stress the binary risk and question whether the FDA will agree with the investigators; approval has not been confirmed.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

STRL is under heavy selling pressure amid concerns that election-driven opposition to data-center construction, including possible restrictions in Texas, could threaten demand for its AI infrastructure work. Traders debate whether that risk and broader weakness in AI infrastructure justify the selloff despite record results, raised guidance, and a substantial signed backlog; others argue the companys diversified business limits the impact.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Selling pressure centers on concerns that Venture Globals disclosures and earnings outlook leave it with limited near-term benefit from elevated LNG prices, as many cargoes were contracted before the price spike and commissioning transitions may reduce margins. Traders also point to heavy debt, BP arbitration exposure, and insider selling, while bulls argue that long-term LNG demand and future growth opportunities remain intact.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras sharp selloff is being linked by traders to concerns that Texass political shift could increase regulatory risks for power and data-center growth, alongside a reported KeyBanc downgrade; some also see weakness across AI-power stocks as a broader rotation. Dip buyers argue the decline is an overreaction and point to continuing electricity demand from data centers, while others remain cautious ahead of earnings.

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WDAY Stock Downgraded Despite Q2 Beat – Analysts Flag Risk Of Another ‘Guide Down’

Equity

Capital One downgraded Workday to ‘Equalweight’ from ‘Overweight’ while keeping a $219 price target.


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<ul class="summary-bullets"><li>Citi raised its price target to $201 but maintained a ‘Neutral’ rating and warned about the potential for another “guide down.”</li><li>Morgan Stanley said the fiscal 2028 outlook “set a growth floor and likely mark a clearing event.”</li><li>Barclays stated that while the “quarter itself was fine,” mixed guidance is likely to “raise questions.”</li></ul><p>Workday (WDAY) shares dipped in pre-market trade Friday even after the enterprise software company reported second-quarter results that topped Wall Street expectations, amid mixed guidance and divided analyst views.</p><p>In a note to investors cited by TheFly, Capital One downgraded Workday to ‘Equalweight’ from ‘Overweight’ while maintaining its $219 price target. Meanwhile, Citi, Barclays, Morgan Stanley and Wells Fargo all raised their targets, although their commentary ranged from cautious to bullish.</p><p><a href="https://stocktwits.com/symbol/WDAY">WDAY stock</a> fell 2.2% in pre-market trade. On Stocktwits, retail sentiment around the shares improved to ‘neutral’ from ‘bearish’ territory over the past day, and chatter increased to ‘high’ from ‘normal’ levels.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/image_47_8b35e4c003.png" alt="image (47).png" width="1262" height="682"><figcaption>WDAY stock retail sentiment on August 28 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Workday Analyst Price Targets Show A Wide Range</h2><p>Citi lifted its price target to $201 from $139 but kept a ‘Neutral’ rating, saying the quarter delivered a “more modest subscription revenue beat” and warning about the potential for another “guide down.”</p><p>Barclays also raised its target to $224 from $200 and maintained an ‘Overweight’ rating. The firm expects a “muted” reaction to the results, saying the “quarter itself was fine and suggests solid execution in a stable macro, but mixed guidance will raise questions.”</p><p>Morgan Stanley took the most cautious stance in the group. Analyst Adam Wood raised the price target to $180 from $145 but retained an ‘Underweight’ rating. He said Workday’s in-line quarter and early fiscal 2028 guidance “set a growth floor and likely mark a clearing event,” but said the firm continues to favor other companies with more direct AI exposure.</p><p>Meanwhile, Wells Fargo was among the more bullish analysts. It raised its target to $225 from $215 and maintained an ‘Overweight’ rating. Analyst Michael Turrin said management’s surprise fiscal 2028 guidance helped anchor the firm’s model, even though the third-quarter cRPO guidance came in below expectations. Wells Fargo continues to view Workday as a high-quality asset with increasing terminal value.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td>Analyst</td><td>Previous Price Target</td><td>New Price Target</td><td>Rating</td></tr><tr><td>Morgan Stanley</td><td>$145</td><td>$180</td><td>‘Underweight’</td></tr><tr><td>Citi</td><td>$139</td><td>$201</td><td>‘Neutral’</td></tr><tr><td>Capital One</td><td>$219</td><td>$219</td><td>‘Equalweight’</td></tr><tr><td>Barclays</td><td>$200</td><td>$224</td><td>‘Overweight’</td></tr><tr><td>Wells Fargo</td><td>$215</td><td>$225</td><td>‘Overweight’</td></tr></tbody></table></figure></div><h2 class="st-heading-2">Silver Lake Speculation Continues</h2><p>Workday reported earnings per share (EPS) of $2.75, beating analysts' expectations of $2.61, as per Koyfin. Revenue came in at $2.64 billion, in line with the consensus estimate.</p><p>For the third quarter (Q3), Workday estimated subscription revenue of $2.5 billion, and between $9.94 billion and $9.95 billion for the full fiscal year.&nbsp;</p><p>Beyond earnings and AI, some retail investors on Stocktwits also focused on recent reports involving private equity firm Silver Lake. Workday co-founder and executive chairman Aneel Bhusri declined to comment on the matter during the earnings call, saying the company would act in its customers' best interests.</p><p>His response prompted speculation among some Stocktwits users that discussions may have taken place. However, Workday did not confirm any offer, transaction, or negotiations with Silver Lake.</p><p><stembedurl>https://stocktwits.com/Johnkerby1988/message/663073501</stembedurl></p><p><stembedurl>https://stocktwits.com/StockPlaza/message/663060805</stembedurl></p><p>WDAY stock has fallen 10% year-to-date and over 13% in the last 12 months.</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-12-trillion-valuation-raymond-james-supply-constraints/cZYo4liRJqf"><strong>NVDA Stock Posts Biggest Jump In 14 Months On $12 Trillion Valuation Call From Raymond James – ‘Supply Is The Primary Constraint’</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Workday logo is displayed on the screen of an iPad.

Capital One downgraded Workday to ‘Equalweight’ from ‘Overweight’ while keeping a $219 price target.

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