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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results beat expectations and lifted its outlook, with rapid U.S. commercial AI growth overtaking government revenue for the first time. The shares nevertheless fell, as traders debated whether strong growth was already priced in given the companys high valuation, while others viewed the selloff as a disconnect from the results.

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 earnings beat estimates, but traders focused on expected margin pressure from rising memory costs and weaker-than-expected China, iPad, and wearables results, driving a selloff despite strong iPhone sales. The community is split between viewing the drop as an overreaction to a solid quarter and seeing the outlook and valuation as reasons for caution.

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

CAPR is drawing attention ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy, with traders focusing on the applications upper-limb function data and new commercial-hiring listings as possible signs of launch preparationnot confirmation of approval. Optimism about a limited upper-limb approval and potential short covering competes with concerns about the FDAs earlier advisory-panel vote and the risk of a rejection; some traders also cite INOs recent approval as a positive read-through, while leak claims remain speculation.

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 Sanofi partnership is the main focus after a milestone was triggered by the start of a Phase 3 COVID-flu combination trial. Bulls view it as validation of the licensing model and a source of future royalties, while skeptics point to modest vaccine sales and question whether the Q3 results will show meaningful recurring revenue.

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.

Oracles planned stock-and-bond fundraising for its AI data-center buildout is drawing scrutiny over dilution, debt and the timing of the capital raise, alongside weakness in tech shares. Traders are split between viewing the drop as an overreaction to a previously disclosed plan and worrying that heavy AI spending may not deliver returns quickly enough.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstarts sharp selloff and repeated lows have traders focused on concerns about high interest rates, funding and debt, and the outlook for consumer lending ahead of earnings. Some expect further downside if results or guidance disappoint, while bullish traders argue the decline may be overdone and point to growth potential or a possible short squeeze.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with traders focused on shareholder dilution, the long path to closing, and whether the deals price and execution risks outweigh its AI-optics rationale. The sharp selloff has fueled criticism that Marvell overpaid, while some investors argue the combination could strengthen its position in AI data-center connectivity over the long term.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have submitted an FDA application for psilocybin in major depressive disorder has sparked fears that a competitor could reach the market before COMPASS Pathways COMP360 for treatment-resistant depression, pressuring its pricing and commercial opportunity. Traders debate whether Usonas MDD focus materially threatens COMPASSs TRD program, and some view the selloff as an overreaction; uncertainty over the report and COMPASSs own NDA timeline remains central.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotechs pullback and relative resilience are the main focus: traders say IBB is holding up better than small-cap XBI, while debating whether recent sector strength and upcoming large-biotech earnings can sustain momentum.

PENN Entertainment, Inc. engages in the provision of integrated entertainment, sports content, and casino gaming services. It operates through the following business segments: Northeast, South, West, Midwest, Interactive, and Other. The Northeast segment includes Ameristar East Chicago, Hollywood Casino, Hollywood Gaming, Marquee, and Plainridge Park Casino operations. The South segment manages 1st Jackpot Casino, Ameristar Vicksburg, Boomtown, Hollywood Casino Gulf Coast, Hollywood Casino Tunica, L’Auberge, and Margaritaville Resort Casino. The West segment is involved in Ameristar Black Hawk, Cactus Petes and Horseshu, M Resort Spa Casino, and Zia Park Casino operations. The Midwest segment focuses on Ameristar Council Bluffs, Argosy Casino, Hollywood Casino, Prairie State Gaming, and River City Casino operations. The Interactive segment refers to an online gaming portfolio which includes ESPN BET, Hollywood Casino, theScore Bet, and PENN Game Studios. The Other segment consists of stand-alone racing operations, namely Sanford-Orlando Kennel Club, Sam Houston, and Valley Race Park. The company was founded by Peter M. Carlino in 1982 and is headquartered in Wyomissing, PA.

PENN Entertainment Inc

PENN Entertainment Inc.

PENN is drawing attention ahead of its Q3 earnings report, with traders noting a recent bounce after a prolonged selloff. Sentiment remains divided: some expect better results and a digital turnaround, while others cite past online-betting losses and management concerns.

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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM Stock Slides Over 5% Despite Earnings Beat, Analyst Target Hikes — Software Growth Faces 2027 Test

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Bearish Sentiment

<ul class="summary-bullets"><li>Jefferies raised its IBM price target, but said sustaining near-double-digit software growth in 2027 would require stronger organic execution in automation and data.</li><li>Morningstar lifted its fair value for <a class="mention" data-mention="$IBM" data-symbol-id="IBM" href="https://stocktwits.com/symbol/IBM" target="_blank">IBM stock</a>, citing accelerating Red Hat bookings.</li><li>Citi also raised its target on the stock to $280 from $245 and maintained a ‘Buy’ rating.</li></ul>International Business Machines Corp. (IBM) shares fell nearly 6% despite multiple firms raising price targets, as analysts flagged challenges to sustaining the company's software growth momentum into 2027.IBM on Wednesday reported better-than-expected fiscal third-quarter (Q3) results, with revenue of $17.1 billion topping Fiscal.ai's $16.84 billion consensus and adjusted earnings per share (EPS) of $2.95, beating the $2.87 estimate.As of this writing, IBM stock was down nearly 6% in Thursday's premarket and was among the top trending tickers on Stocktwits.<h2 class="st-heading-2">Analysts Focus On Whether IBM’s Software Rebound Can Last</h2>Jefferies analyst Brent Thill raised IBM's price target to $280 from $270 while maintaining a ‘Buy’ rating.&nbsp;According to the note cited by TheFly, the analyst acknowledged the rebound in software sales but said the key question was whether IBM could sustain that momentum and achieve near-double-digit software growth in 2027. It would require broader organic execution in automation and data, Thill added.Morningstar analyst Luke Yang similarly identified software performance as the biggest variable driving IBM's stock, particularly as its z17 mainframe enters the middle of its product cycle and consulting demand remains stable.Yang raised Morningstar's fair value estimate to $230 from $225 earlier, citing stronger-than-expected Red Hat bookings growth in the high teens. However, the firm said further acquisitions would be necessary for IBM to achieve management's long-term double-digit software growth target.&nbsp;It forecasts approximately 7% average annual organic software growth over the next five years.Separately, Citi raised its price target to $280 from $245 and maintained a ‘Buy’ rating, remaining constructive on IBM shares. Barclays also raised IBM's price target to $277 from $262 and maintained an ‘Overweight’ rating, per TheFly.&nbsp;The firm said the key question is how IBM's stronger third-quarter results translate into fourth-quarter and fiscal 2027 expectations, adding that it views management's guidance commentary as conservative.<h2 class="st-heading-2">What IBM's Latest Quarter Revealed</h2>IBM's software revenue increased 8% year over year to $7.8 billion, accelerating from 5% growth in the previous quarter. Transaction Processing returned to 9% growth after declining 8% in the second quarter.&nbsp;Meanwhile, Red Hat grew 11%, and Data revenue increased 19%, although Automation declined 3%. Morningstar attributed a 210-basis-point expansion in the software segment's profit margin to productivity improvements.IBM also raised its full-year software revenue growth outlook to about 7% to 8% from 6% to 8%, while maintaining its companywide constant-currency revenue growth forecast of 4% to 5%.The company increased its full-year free cash flow growth expectation to more than $1 billion, from approximately $1 billion previously.<h2 class="st-heading-2">Retail Investors’ Sentiment Around IBM</h2>Even as the shares slipped premarket, retail investors’ sentiment around IBM stock flipped into the ‘bullish’ territory from ‘neutral’ a day earlier amid high message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_22_152344_fe13f7b823.png" alt="Screenshot 2026-10-22 152344.png" width="812" height="420"><figcaption>IBM stock retail sentiment on October 22, as of 6:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, IBM stock has fallen nearly 14%. By comparison, the ProShares Ultra Nasdaq Cloud Computing (<a href="https://stocktwits.com/symbol/SKYU">SKYU</a>) and the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which hold the stock, have risen around 50% and 31%, respectively, over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-in-focus-morningstar-sees-22-upside-as-meta-muse-ai-adoption-boosts-confidence-along-with-ad-growth/cZxwTsGRBwS">META Stock In Focus: Morningstar Sees 22% Upside As Meta Muse AI Adoption Boosts Confidence Along With Ad Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/03/04: IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

International Business Machines Corp. (IBM) shares fell nearly 6% despite multiple firms raising price targets, as analysts flagged challenges to sustaining the company's software growth momentum into 2027.

IBM's software revenue increased 8% year over year to $7.8 billion, while Transaction Processing returned to 9% growth after declining 8% in the second quarter.

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Oracle and IBM have both taken a beating in 2026, each down more than 20%, leaving retail investors wondering if either tech giant represents a value buying opportunity. If you were forced to choose just one, which are you going with? Explain your reasoning in the comments.

Oracle ($ORCL) and IBM ($IBM) stocks are both down more than 20% in 2026 - if you had to buy just one, which are you choosing?

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) stocks are both down more than 20% in 2026 - if you had to buy just one, which are you choosing?

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