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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate the impact of reportedly delayed AI model rollouts against aggressive infrastructure investments and potential internal cost-saving measures. Community discussions are split between those viewing the pullback as a buying opportunity given the company's strong cash flow and those expressing concern over the efficacy of its high-stakes AI strategy compared to industry competitors.

Trump For President

The $TRUMP token is experiencing extreme volatility and intense social media debate, driven by a speculative promotional event involving potential gala invitations for top holders. Community discussion remains deeply polarized, with supporters highlighting the token's meme-driven momentum while critics aggressively label the project a manipulative grift and an "idiot tax" amidst ongoing geopolitical and political controversies.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as investors monitor ongoing federal efforts to restart California pipeline operations, with the community actively debating the potential for a significant short squeeze against a backdrop of high short interest. Market participants are closely watching the intersection of intense regulatory, legal, and political pressures as traders weigh the risks of environmental litigation against the anticipated upside of resumed production.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating conversation among traders due to its low market capitalization and limited circulating supply, fueling speculation about potential for sharp price movements. Community members remain divided, with some actively accumulating in anticipation of an NFT market resurgence while others express frustration over stagnant performance and the need for broader exchange listings.

EyePoint Plc is a biopharmaceutical company, which engages in the development and commercialization of therapeutics that treat eye disorders. It offers FDA-approved sustained-release treatments in ophthalmology under the DEXYCU, ILUVIEN, Verisome, Retisert, and Durasert brands. The company was founded in 1987 and is headquartered in Watertown, MA.

EyePoint Inc.

EyePoint Pharmaceuticals Inc

EyePoint Pharmaceuticals is seeing heightened community interest driven by ongoing institutional accumulation and anticipation of upcoming Phase 3 trial data for Duravyu. Traders are actively debating the stock's potential as a dominant player in the retinal disease market, with discussions heavily focused on the competitive landscape against peers like Ocular Therapeutix.

Movement Network is a secure and scalable blockchain designed to make Move programming accessible to developers everywhere. With high-performance execution and security, Movement delivers the infrastructure for the next generation of decentralized applications and unleashes opportunity and financial empowerment for anyone, anywhere.  $MOVE is the native token of Movement Network, for transaction fees and staking to secure the network. The Movement M1 (Layer 1) Network is powered by the Move programming language, unleashing opportunity, accessibility, and financial empowerment for anyone, anywhere.

MarketMove

MarketMove (MOVE) is trending as traders analyze its role in the U.S. Treasury volatility market alongside its activity as a crypto token with a volatile, low-float structure. The community is actively debating its potential for momentum-driven price swings, with many discussing its speculative nature and comparing it to other recent market runners.

REalloys, Inc. engages in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It functions through recycling and mining to oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is facing intense market volatility as investors weigh its recent defense contract wins against concerns over capital dilution from a new equity offering. The community is sharply divided, with bulls pointing to the company's strategic role in domestic rare earth processing, while vocal critics and short-sellers highlight concerns over cash runway and financing structures.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

Portillos is attracting significant attention as investors speculate on a potential turnaround following a major leadership transition and ongoing expansion into new territories like Georgia. Community discussion is heavily focused on the stock's valuation relative to its strong brand loyalty and high-volume restaurant locations, with many investors actively debating whether the current price point represents an undervalued long-term opportunity or a symptom of broader restaurant sector headwinds.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ remains a focal point for income-oriented investors, with significant community interest driven by its monthly dividend distributions and its role as a core holding in diversified income portfolios. Discussions are currently centered on comparing its performance and yield against peers like QQQI and SPYI, while investors closely monitor volatility and tech-sector exposure for potential monthly dividend fluctuations.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is trending as investors digest a confirmed 1-for-5 reverse stock split and a significant decline in recent dividend payouts, leading to intense debate over the fund's long-term sustainability. The community remains polarized, with some traders actively rotating positions to hedge volatility while others express frustration over severe NAV erosion.

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Nifty 50

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Reliance Industries Ltd.

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<ul class="summary-bullets"><li>UiPath will report quarterly results after the markets close on Wednesday.</li><li>Traders are keenly watching high short interest, anticipating a massive squeeze and significant upside potential post-earnings.</li><li>Stocktwits sentiment for PATH jumped to ‘extremely bullish’ from ‘bullish.’</li></ul>Retail sentiment for UiPath, Inc.&nbsp;on Stocktwits climbed sharply higher even as the stock broke its five-day winning streak on Tuesday, ahead of its fourth-quarter report.&nbsp;The retail trading community on the platform believes that rising short positions pressured PATH stock, although many expect a strong earnings report on Wednesday, which could prompt a short squeeze. A short squeeze occurs when a heavily shorted stock rises sharply, forcing short sellers to buy back shares and pushing the price even higher.&nbsp;UiPath is among the key stocks investors are watching amid rising enterprise adoption of AI tools. The company offers software that automates repetitive, time-consuming business tasks, such as filling out forms, extracting information from documents, and generating reports – also known as Robotic Process Automation (RPA).&nbsp;Over the past year, it has doubled down on its shift to AI-driven, agentic automation, rolling out new tools such as Agent Builder and deepening partnerships with players including OpenAI, SAP, and Deloitte.PATH Stock Move<a href="https://stocktwits.com/symbol/PATH">UiPath shares</a> dropped 3.2% on Tuesday, though they recouped part of the loss in the after-hours session. They’ve been on a sharp upward trajectory, rising by over 16% over the past nine sessions, though they are still down about 30% year to date.Notably, short interest in shares has risen to a record 15.7% from 7.9% in mid-December, per Koyfin data.&nbsp;<h2 class="st-heading-2">Retail’s View On PATH</h2>Stocktwits sentiment for the stock shifted to ‘extremely bullish’ as of late Tuesday, from ‘bullish’ the previous day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_7_15_44_AM_png_6aae7641ef.webp" alt="Screenshot 2026-03-11 at 7.15.44 AM.png" width="699" height="85"><figcaption>PATH sentiment and message volume as of March 10 | Source: Stocktwits</figcaption></figure>“For a red day after many green ones, I can not complain, as it was only 3%. Tomorrow is the big day. $15 plus on a good report!”&nbsp;<a href="https://stocktwits.com/TheDizPlinTrader/message/647158950">said</a> a user.Another&nbsp;<a href="https://stocktwits.com/fundamentalCo/message/647091456">said</a>: “60%+ short squeeze with a stellar FY result and improved guidance is completely possible with 20%+ short interest, let’s go!”&nbsp;Some traders held a different view, owing to the same short positions and the news that chip giant Nvidia is reportedly planning to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-next-ai-bet-report-says-nemo-claw-could-power-enterprise-ai-agents/cZdoNuERIes">launch an agentic AI platform</a>.&nbsp;“It's very risky and with nvda news out the whole software sector is back to tanking mode and It's a longer term event. Strong sell imo,”&nbsp;<a href="https://stocktwits.com/Darth_Bearius/message/647113437">said</a> a bearish user.<h2 class="st-heading-2">PATH Earnings Watch, Recent Updates</h2>Analysts expect revenue to rise nearly 10% to $464.8 million, per Koyfin, when the company reports its fourth-quarter results after the markets close on Wednesday. Adjusted profit is expected to decline 2% to $0.25 per share.UiPath&nbsp;won a spot in the S&amp;P 400 at the start of the year. Meanwhile, CEO and Chairman Daniel Dines sold over $4 million worth of shares in January 2026 and December 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A UiPath logo seen displayed on a smartphone with stock market percentages in the background. 

PATH Stock Snaps 5-Day Winning Streak — Why Retail Sentiment Is Surging Ahead Of Q4 Earnings

UiPath’s Short interest has climbed to 15.7%, nearly double mid-December levels, prompting some traders to expect a short squeeze if the earnings report beats expectations.

Equity

UiPath’s Short interest has climbed to 15.7%, nearly double mid-December levels, prompting some traders to expect a short squeeze if the earnings report beats expectations.


<ul class="summary-bullets"><li>AVAV’s net loss for Q3 of fiscal 2026 was $156.6 million, or $3.15 loss per diluted share, as compared to net loss of $1.8 million, or $0.06 loss per diluted share from the year-ago period.</li><li>The company's third quarter results were impacted by revenue timing and adjustments in its Space business, the CEO said.&nbsp;</li></ul>Aerovironment stock plummeted 8% during after-hours trading on Tuesday after its weak third quarter revenue for fiscal 2026 and&nbsp;widening quarterly loss spurred a selloff in the stock.It reported third quarter revenue of $408.0 million which fell well short of analyst expectations of $475.65 million, as per data from Fiscal.ai.However, revenue increased 143% as compared to $167.6 million for the third quarter of fiscal 2025, due to higher product sales of $138.1 million and higher service revenue of $102.3 million.“While our third quarter results were impacted by revenue timing and adjustments in our Space business, demand for our unique solutions remains robust,” said Wahid Nawabi, AeroVironment chairman, president and chief executive officer.“Strong order flow and growth in funded backlog during the quarter are setting the stage for record fourth quarter revenue and a solid start to fiscal year 2027. We are executing with discipline, scaling manufacturing ahead of demand and accelerating the commercialization of our platforms to improve profitability and time to market,” Nawabi said.&nbsp;<h2 class="st-heading-2">More Details</h2>Net loss for the third quarter of fiscal 2026 was $156.6 million, or $3.15 loss per diluted share, as compared to net loss of $1.8 million, or $0.06 loss per diluted share, in the prior-year period, respectively. The current quarter was negatively impacted by goodwill impairment charges of $151.3 million.&nbsp;In January, the company received a stop-work order on its&nbsp;deal for the delivery of BADGER phased array antenna systems to support Space Force’s Satellite Communication Augmentation Resource (“SCAR”) program.&nbsp;The U.S. Space Force earlier in the month announced that it is putting the Satellite Communications Augmentation Resource program back up for competition, which significantly affected AVAV’s backlog.&nbsp;Gross margin for the third quarter of fiscal 2026 was $98.8 million, an increase of 56% as compared to $63.2 million for the third quarter of fiscal 2025, reflecting higher product margin of $19.1 million and higher service margin of $16.5 million.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around AVAV stock trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 20.3% year-to-date.&nbsp;

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

AVAV Stock Plummets As Q3 Revenue Comes Way Below Wall Street Expectations, Triggering Selloff

It reported third quarter revenue of $408.0 million which fell well short of analyst expectations of $475.65 million, as per data from Fiscal.ai.

<ul class="summary-bullets"><li>MTN reported Q2 fiscal 2026 net income attributable to Vail Resorts of $210.0 million compared to $244.4 million in the prior year.&nbsp;</li><li>Due to the persistent, historically challenging weather conditions in the Rockies, which continued to limit terrain availability, the&nbsp;company&nbsp;is reducing its fiscal 2026 guidance, MTN’s CEO noted.&nbsp;</li><li>The company now expects net income attributable to Vail Resorts of $144 million to $190 million for its FY 2026.&nbsp;</li></ul>Vail Resorts shares fell in extended hours of trading on Monday after its second quarter revenue of its FY 2026 fell compared to the year-ago quarter&nbsp;and missed analysts’ expectations.&nbsp;The company reported total net revenue of $1.08 billion during the reported quarter, down from $1.13 billion it reported year-ago. Analysts, on average, had expected revenue of $1.11 billion, as per from Fiscal.ai data.&nbsp;"This has been the most challenging winter across the Rockies that we have ever experienced with the lowest snowfall levels in more than 30 years for our Colorado and Utah resorts, combined with warmer temperatures, resulting in reduced terrain throughout the quarter and into February,” said Rob Katz, Chief Executive Officer, Vail Resorts.&nbsp;“While these conditions and the resulting visitation headwinds negatively impacted our quarterly results, we remained focused on the areas within our control. This includes our advanced commitment strategy, continued investments in our resorts and our employees, and progressing key initiatives to optimize visitation, including enhanced marketing and new products,” he added.&nbsp;<h2 class="st-heading-2">Q2 2026 Snapshot</h2>Vail Resorts reported Q2 fiscal 2026 net income attributable of $210.0 million compared to $244.4 million in the prior year.&nbsp;Its resort net revenue decreased $53.2 million, or 4.7%, compared to the prior year, which was primarily driven by the unfavorable weather conditions that impacted visitation and ancillary spending for both local and destination guests during the period.<h2 class="st-heading-2">Cuts 2026 Guidance</h2>The company now expects net income attributable to Vail Resorts, Inc. of $144 million to $190 million for its FY 2026.&nbsp;"Due to the persistent, historically challenging weather conditions in the Rockies, which continued to limit terrain availability, the Company is reducing its fiscal 2026 guidance. While we are lowering our estimates for the fiscal year, given the unprecedented weather in the Rockies, the impact from conditions was mitigated by our advance commitment strategy and resource transformation efforts,” Katz said.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around MTN stock trended in ‘bearish’ territory amid ‘extremely high’ message volume.Shares in the company have been flat so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vail Resorts shares fell in extended hours of trading on Monday after its second quarter revenue of its FY 2026

Vail Resorts Earnings And 2026 Guidance Cut Kills Investor Optimism

The company reported total net revenue of $1.08 billion during the reported quarter, down from $1.13 billion it reported year-ago.

<ul class="summary-bullets"><li>The injection is indicated for imaging certain lesions in men with prostate cancer, the second most common form of cancer affecting men in the U.S.</li><li>The new formulation has the same diagnostic properties and is expected to offer similar safety and effectiveness as formerly approved Pylarify.</li><li>The company noted that the new formulation supports more efficient manufacturing and distribution which are expected to increase batch sizes, improving supply flexibility.</li></ul>&nbsp;Shares of Lantheus Holdings, Inc. (LNTH) rose as much as 5% after hours on Friday after the company announced that the U.S. Food and Drug Administration has approved its PYLARIFY TruVu injection.The injection is indicated for imaging certain lesions in men with prostate cancer, the second most common form of cancer affecting men in the U.S. It is now expected to be commercially available in the fourth quarter of 2026.<h2 class="st-heading-2">About The Newly Approved Injection</h2>PYLARIFY TruVu is a new formulation of the company’s F 18 prostate-specific membrane antigen-targeted PET imaging agent. The new formulation has the same diagnostic properties and is expected to offer similar safety and effectiveness as formerly approved Pylarify.“The availability of PYLARIFY TruVu addresses a key need identified by clinicians – greater access to our market-leading formulation,” CEO Mary Anne Heino <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/03/06/3251298/0/en/Lantheus-Announces-FDA-Approval-of-PYLARIFY-TruVu-piflufolastat-F-18-Injection.html">said</a>. The company also noted that the new formulation supports more efficient manufacturing and distribution which are expected to increase batch sizes, improving supply flexibility.Lantheus said that the new injection would be rolled out in a way that it allows customers to transition from Pylarify to the new formulation with minimal disruption.Pylarify was approved in May 2021 and more than 760,000 people with prostate cancer have received scans with it since, the company noted.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around LNTH rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.<a href="https://stocktwits.com/symbol/LNTH">LNTH stock</a> has declined 28% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nike-300-million-charge-announcement-indicates-intent-to-exit-converse-says-analyst/cZdLBK2RI4d">Nike’s $300M Charge Announcement Indicates Intent To Exit Converse, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Lantheus Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Is LNTH Stock Up After Hours?

Lantheus said that the FDA approved its PYLARIFY TruVu injection. 

<ul class="summary-bullets"><li>For Q4, the company reported total revenue of $761 million, marking a growth of 11% year-over-year.</li><li>Subscription backlog was $4.827 billion, marking an increase of 15% year-over-year.</li><li>The company ended the quarter with cash, cash equivalents, and short-term investments of $2.553 billion.</li></ul>Shares of Okta Inc. (OKTA) rose 2% after hours on Wednesday after the company forecast full fiscal 2027 revenue and earnings higher than Wall Street expectations, following a positive fourth quarter report.The cloud-based identity and access management platform <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.okta.com/newsroom/press-releases/okta-announces-fourth-quarter-fiscal-year-2026-financial-results/">reported</a> Q4 total revenue of $761 million, marking a growth of 11% year-over-year, and above an analyst estimate of $749.50 million, as per Fiscal.ai. &nbsp;Subscription backlog was $4.827 billion, marking an increase of 15% year-over-year. Of this, $2.5 billion is expected to be recognized over the next 12 months, the company said.Adjusted and diluted earnings per share in the quarter was $0.90, above an estimated $0.85. The company ended the quarter with cash, cash equivalents, and short-term investments of $2.553 billion.<h2 class="st-heading-2">Okta’s Outlook</h2>For the first-quarter (Q1) of fiscal 2027, the company expects total revenue of $749 million to $753 million, and adjusted and diluted net income of $0.84 to $0.86. Analysts were expecting revenue of $754.98 million, and earnings per share of $0.87.For the full year, Okta expects total revenue of $3.17 billion to $3.19 billion, in line with an estimated $3.17 billion. Meanwhile, the company said it expects adjusted and diluted net income per share of $3.74 to $3.82, beating an estimate of $3.67. &nbsp;&nbsp;&nbsp;&nbsp;“Large deals, large customers,” CEO &nbsp;Todd McKinnon said when asked about the two things driving Okta.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around OKTA shares rose from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/OKTA">OKTA stock</a> has dropped 34% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/webull-stock-falls-as-q4-2025-profit-miss-disappoints-traders/cZd96jORIdh">Webull Stock Falls As Q4 Profit Miss Disappoints Traders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of Okta Inc.

OKTA Shares Rise After-Hours On Strong FY27 Outlook Driven By Large Deals

For the full year 2027, the company expects total revenue of $3.17 billion to $3.19 billion, in line with an estimated $3.17 billion, and adjusted and diluted net income per share of $3.74 to $3.82, beating an estimate of $3.67. 

<ul class="summary-bullets"><li>The downgrade came after&nbsp;the U.S.&nbsp;Space Force announced that it is putting the Satellite Communications Augmentation Resource (SCAR) program back up for competition.&nbsp;</li><li>A Raymond James analyst said that SCAR was the company's largest program of record at about $1.4 billion of value.&nbsp;</li><li>The company's core backlog appears to be in a non-growing or contracting state over the next few quarters, the analyst told investors in a note.&nbsp;</li></ul>AeroVironment&nbsp;Inc.’s stock fell more than 17% on Monday,&nbsp;giving up its gains from earlier in the day after it was downgraded at Raymond James.&nbsp;Raymond James downgraded the company’s shares to&nbsp;‘Underperform’ from&nbsp;‘Strong Buy’ and removed the firm's prior $348 price target, as per TheFly.&nbsp;AeroVironment (<a href="https://stocktwits.com/symbol/AVAV">AVAV</a>) stock, which was up nearly 20% earlier in the day,&nbsp;reversed course after the analyst’s note.&nbsp;<h2 class="st-heading-2">Analyst Rationale</h2>The downgrade came after&nbsp;the U.S.&nbsp;Space Force announced that it is putting the Satellite Communications Augmentation Resource program back up for competition.&nbsp;“This was the company's largest program of record at about $1.4 billion of value,” said the analyst,&nbsp;adding that Aerovironment had $2.8 billion of total backlog and contended this may erase $1 billion - $1.4 billion of that total.&nbsp;The company's core backlog appears to be in a non-growing or contracting state over the next few quarters, the analyst told investors in a note.&nbsp;<h2 class="st-heading-2">Drone-Maker Stocks</h2>Stocks of drone makers were in focus on Monday after the U.S. and Israel launched coordinated strikes on Iran over the weekend, resulting in the killing of Supreme Leader Ayatollah Ali Khamenei.&nbsp;Shares of Ondas (<a href="https://stocktwits.com/symbol/ONDS">ONDS</a>) jumped nearly 10%, while Red Cat’s (<a href="https://stocktwits.com/symbol/RCAT">RCAT</a>) stock surged more than 17% at the time of writing.&nbsp;The operation, referred to as "Operation Epic Fury," was carried out under Israeli Prime Minister Benjamin Netanyahu and U.S. President Donald Trump, targeting Iranian military assets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AVAV&nbsp;stock trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user at Stocktwits called the stock move a ‘violent sentiment change.’&nbsp;<stembedurl>https://stocktwits.com/OppieMax/message/646328956</stembedurl>One bullish user called the stock move an ‘overreaction’.<stembedurl>https://stocktwits.com/RemySilver/message/646334560</stembedurl>Another user, however,&nbsp;predicted&nbsp;that the stock&nbsp;would hit $240 - $250, if the war&nbsp;prolongs,&nbsp;thereby increasing demand for drones.&nbsp;<stembedurl>https://stocktwits.com/Jack90/message/646333540</stembedurl>Shares of&nbsp;AVAV have risen 34.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the AeroVironment logo is seen displayed on a smartphone screen. 

AVAV Stock Plummets, Reversing An Earlier 20% Spike Today – What’s Spooking Investors?

Raymond James downgraded AeroVironment to ‘Underperform’ from ‘Strong Buy’ and removed the firm's prior $348 price target, as per TheFly. 

<ul class="summary-bullets"><li>Celsius reported that its North American revenue more than doubled in Q4, rising to $700 million from $312 million, with a similar trend observed in the full-year results as well.</li><li>International revenue registered a 9% YoY rise to $22.1 million from $20.3 million during the same period a year ago.</li><li>Explaining this, the company said that the 2025 revenue growth was primarily driven by $1 billion of revenue from the Alani Nu brand in the second, third, and fourth quarters of 2025.</li></ul>Celsius Holdings Inc. (CELH) shares surged more than 16% in Thursday’s pre-market trade after the company reported better-than-expected fourth-quarter (Q4) results.Celsius reported adjusted earnings per share (EPS) of $0.26 on revenue of $722 million, while Wall Street analysts expected an adjusted EPS of $0.19 on revenue of $639 million, according to Koyfin data.“2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model,” said Celsius CEO John Fieldly.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CELH">Celsius Holdings</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<h2 class="st-heading-2">North America Revenue More Than Doubles</h2>Celsius reported that its North America revenue more than doubled during Q4, rising to $700 million from $312 million, while international revenue registered a 9% YoY rise to $22.1 million from $20.3 million during the same period a year ago.A similar trend was also visible in Celsius’ 2025 performance in North America, where its revenue grew at a faster clip than the company’s overall revenue. While Celsius reported a 86% YoY rise in revenue to $2.52 billion in 2025, its North America revenue grew 89% YoY to $2.42 billion during this period.Explaining this, the company said that the 2025 revenue growth was primarily driven by $1 billion of revenue from the Alani Nu brand in the second, third, and fourth quarters of 2025.“As PepsiCo’s energy category captain in the U.S. and with an aligned commercial strategy, we reached an approximate 20% dollar share of the U.S. energy drink category in Q4 2025,” said Fieldly.Celsius announced the acquisition of the energy drink brand Alani Nu in February 2025 for $1.8 billion. The transaction was completed in April 2025, and the company subsequently transitioned Alani Nu into the PepsiCo distribution system.<a href="https://stocktwits.com/symbol/CELH">CELH stock</a> is up 11% year-to-date and 88% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/who-will-acquire-warner-bros-paramount-netflix-what-prediction-markets-say/cZTGJf8RIbZ">Who Will Acquire Warner Bros, Paramount Or Netflix? Prediction Markets Think This Company May Win The Battle</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Celsius Holdings, Inc. is displayed on a smartphone screen on May 4, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

CELH Stock Is Soaring Pre-Market Today — What Is Driving The Surge?

Celsius reported adjusted earnings per share of $0.26 on revenue of $722 million, while Wall Street analysts expected an adjusted EPS of $0.19 on revenue of $639 million, according to Koyfin data.

<ul class="summary-bullets"><li>In FY26, same restaurant sales is expected to increase 3%-5%.&nbsp;</li><li>In Q4, the restaurant brand reported diluted earnings per share of $0.04 and revenue of $272.8 million.</li><li>Restaurant-level profit margin, however, took a 100 basis point hit due to a higher mix of third-party delivery, technology costs, among other factors.</li></ul>Shares of CAVA Group Inc. (CAVA) gained 9% after-hours on Tuesday on the heels of the company putting forth fiscal year 2026 guidance in line with Wall Street expectations.The company now sees adjusted core profit of $176 million to $184 million for FY26, in line with an analyst estimate of $182.70 million. Same restaurant sales, meanwhile, is expected to increase 3%-5%.<h2 class="st-heading-2">Q4 Numbers</h2>For the fourth-quarter (Q4), the restaurant brand reported diluted earnings per share of $0.04, below the $0.69 reported in the corresponding quarter of 2024, but above an analyst estimate of $0.03, as the company opened multiple new restaurants. &nbsp;Revenue for the three month came in at $272.8 million, marking a growth of 21.2%, and beating the consensus estimate of $268.04 million. Same store sales increased 0.5%, although restaurant-level profit margin took a 100 basis point hit due to a higher mix of third-party delivery, technology costs associated with kitchen display system investments, and higher food, beverage, and packaging costs.“For the first time in our history, revenue surpassed $1 billion for a full fiscal year in 2025, growing 22.5% for the year. We opened 72 net new restaurants and delivered same-restaurant sales growth of 4.0%,” said CEO Brett Schulman. The CEO also highlighted that the company delivered despite “strong prior-year comparisons and a dynamic macroeconomic environment.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CAVA stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user said they expect the stock to tumble on Wednesday morning.<stembedurl>https://www.stocktwits.com/Huck18/message/645782558</stembedurl>They also highlighted the company’s high price-to-earnings ratio.<stembedurl>https://www.stocktwits.com/Huck18/message/645782440</stembedurl><a href="https://stocktwits.com/symbol/CAVA">CAVA stock</a> has fallen 35% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-hike-price-on-cheapest-cybertruck-variant-after-feb-28/cZRw9lbR4C6">Tesla To Hike Price On Cheapest Cybertruck Variant After Feb. 28</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of CAVA Group, Inc. in front of a screen showing the company's latest stock market chart on February 15, 2026 in Qianjiang, Hubei Province, China. (Photo illustration by Cheng Xin/Getty Images)

CAVA Group Stock Rallies After-Hours On FY26 Expectations Match, Q4 Earnings Beat

The company now sees FY26 adjusted core profit of $176 million to $184 million for FY26, in line with an analyst estimate of $182.70 million.

<ul class="summary-bullets"><li>BTIG downgraded the stock to ‘Neutral’ from ‘Buy’ citing “disappointing” fourth quarter results and “weak” outlook for the quarter head.</li><li>Morgan Stanley slashed its price target on HIMS by nearly 50% to $21 from $40.&nbsp;</li><li>Citi and Bank of America also lowered their outlook for the stock anticipating volatility ahead.</li></ul>Shares of Hims &amp; Hers (HIMS) garnered retail attention on Tuesday after several analysts slashed their price targets on the stock on the heels of first-quarter (Q1) revenue forecasts that fell below Wall street estimates.The telehealth firm on Monday forecast revenue of $600 million to $625 million for Q1, missing estimates of $632.32 million, according to data from Fiscal AI.For the full year 2026, the company expects revenue to be in the range of $2.7 billion to $2.9 billion. The company also confirmed a probe from the Securities and Exchange Commission (SEC) regarding compounded Semaglutide. Semaglutide is the active ingredient in Novo Nordisk’s GLP-1 class weight-loss drug Wegovy.HIMS stock fell to an intra-day low of $13.74 on Tuesday before paring losses and edging 0.8% higher by mid-afternoon, still trading at levels last seen in September 2024, as per TradingView data. The drop came after several analysts slashed their price targets on the stock on Tuesday, as per TheFly. HIMS was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">HIMS Stock Downgraded To ‘Neutral’</h2>BTIG analyst David Larsen downgraded Hims &amp; Hers to ‘Neutral’ from ‘Buy’ with no price target following the company's "disappointing" Q4 results. The firm also noted "weak" Q1 guidance, slowing revenue growth, and increased legal and regulatory risk.BTIG said its "primary concern" is that even though Hims &amp; Hers stated that there will be about a $65 million in revenue headwind in Q1 due to "shipping cadences," the firm thinks this may at least in part be due to increased regulatory scrutiny, possible changes in marketing and advertising, or greater demand for branded GLP-1s from consumers.<h2 class="st-heading-2">Morgan Stanley Cuts HIMS Stock Price Target In Half</h2>The majority of analysts cited concerns around the company’s outlook for the coming quarter and financial year 2026 as their key concern moving forward. Morgan Stanley slashed its price target on HIMS stock by nearly 50%, down to $21 from $40, and kept an ‘Equal Weight’ rating on the shares.Citi lowered the firm's price target on Hims &amp; Hers to $13.25 from $16.50 and kept a ‘Sell’ rating on the shares, citing expectations of continued volatility for HIMS shares, with key questions surrounding the company's GLP-1 franchise left unanswered on the earnings call. The company's fiscal 2026 guidance is heavily back-half weighted, the analyst told investors in a research note.Meanwhile, Bank of America (BofA) lowered the firm's price target on Hims &amp; Hers to $12.50 from $13 and kept an ‘Underperform’ rating on the shares after the "mixed quarter."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around HIMS stock rose from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘low’ to ‘extremely high’ levels.Earlier this month, Hims said it would launch compounded copies of Novo’s Wegovy pill but was cut short by the U.S. Food and Drug Administration. The FDA also warned the company of action. <a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> has dropped over 50% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/novavax-q4-earnings-preview-wall-street-expects-wider-losses/cZRwPPoR4Cm">Novavax Q4 Earnings Preview: Wall Street Expects Wider Losses Amid Diversification Efforts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Hims & Hers Health in front of a screen showing the company's stock market chart. (Photo illustration by Cheng Xin/Getty Images)

HIMS Stock Plummets After Wall Street Downgrade, Price Target Cuts Following 'Disappointing' Q4 Report

HIMS stock is currently trading at levels last seen in September 2024 and has fallen over 50% year-to-date.

<ul class="summary-bullets"><li>The transaction is expected to close in mid-2026, the company said.</li><li>Of the $1.15 billion, about $240 million in cash will be paid at closing of the transaction.</li><li>Eucalyptus CEO Tim Doyle will join Hims &amp; Hers as senior vice president of International.</li></ul>Hims &amp; Hers Health, Inc. (HIMS) announced on Thursday that it has signed a definitive agreement to acquire Eucalyptus in a deal valued at up to $1.15 billion.<a href="https://stocktwits.com/symbol/HIMS">HIMS shares</a> pared most of their gains after the opening bell and were trading 0.5% higher at the time of writing&nbsp;<h2 class="st-heading-2">Eucalyptus Acquisition Marks Expansion Into Australia and Japan</h2>The transaction, expected to close in mid-2026, will strengthen the company’s ability to deliver personalized digital healthcare internationally, Hims &amp; Hers said.Upon completion, Hims &amp; Hers plans to expand into Australia and Japan and deepen its presence in the UK, Germany, and Canada. Eucalyptus CEO Tim Doyle will join Hims &amp; Hers as senior vice president (SVP) of International, and Eucalyptus’ brands will gradually transition to the Hims &amp; Hers platform.“We've shown the difference that makes in the US, and the logical next step is working with more international experts to make that difference abroad,” said Andrew Dudum, founder and CEO of Hims &amp; Hers.&nbsp;<h2 class="st-heading-2">$240 Million To Be Paid At Transaction’s Close</h2>Out of the $1.15 billion, about $240 million in cash will be paid at closing, with the remaining consideration comprising guaranteed deferred payments over 18 months and additional earnouts tied to financial targets through early 2029.&nbsp;Hims &amp; Hers said it can pay most deferred and earnout amounts in cash or stock and expects to fund the deal primarily with existing cash and future U.S. operating cash flow.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘neutral’ from ‘bearish’ a day earlier.&nbsp;One user expects margins and cash flow to “plummet”.<stembedurl>https://stocktwits.com/BreakingBS/message/645350664</stembedurl>Another user sees consolidation amid fading selling pressure.<stembedurl>https://stocktwits.com/Businesspro/message/645341441</stembedurl>Year-to-date, the stock has declined more than 50%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Hims & Hers Health Makes Australia, Japan Foray With $1.15 Billion Eucalyptus Acquisition

The company said the acquisition will also deepen its presence in the UK, Germany, and Canada..

The company said the acquisition will also deepen its presence in the UK, Germany, and Canada.

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