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

Qualcomm, Inc.

Qualcomm is facing intense selling pressure following a series of analyst downgrades that highlight long-standing concerns over smartphone demand, memory chip shortages, and the gradual loss of Apple as a modem customer. Despite active community debate over the company's valuation and its aggressive pivot toward AI, robotics, and automotive technology, the stock continues to struggle with downward momentum as investors weigh short-term margin headwinds against its long-term diversification strategy.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Investors are increasingly rotating into this ETF as a defensive hedge amid market volatility, with the community actively debating the long-term benefits of its dividend growth profile compared to pure growth alternatives. Sentiment remains focused on accumulating shares during pullbacks to leverage the fund's historical compounding power and stable yield potential.

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.

Trump Media & Technology Group Corp. is seeing intense volatility as investors debate the impact of the ongoing conflict in Iran and subsequent energy market instability on the company's valuation. The community is sharply divided, with supporters defending the administration's strategic maneuvers while a significant portion of the retail base expresses frustration over the stock's downward trend and the broader macroeconomic uncertainty.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Petrobras (PBR) is currently trending due to heightened geopolitical tensions in the Middle East following reports of a conflict escalation involving Iran, which has sparked market speculation about potential supply disruptions in the Strait of Hormuz and a subsequent surge in oil prices. Investors are closely monitoring the stock's role as a major offshore oil producer, balancing these volatile geopolitical catalysts with discussions around the company's valuation, strong dividend yield, and its strategic production milestones in the Buzios field.

BP Plc operates as an integrated oil and gas company providing carbon products and services. It operates through the following segments: Gas and Low Carbon Energy, Oil Production and Operations, and Customers and Products. The Gas and Low Carbon Energy segment includes upstream businesses focused on natural gas production, gas marketing and trading activities, as well as solar, wind, and hydrogen ventures. The Oil Production and Operations segment comprises regions with upstream activities that predominantly produce crude oil. The Customers and Products segment includes customer-focused businesses, including convenience and retail fuels, EV charging, Castrol, aviation, B2B, and midstream, along with refining, oil trading, and bioenergy businesses. The company was founded by William Knox D'Arcy in 1908 and is headquartered in London, the United Kingdom.

BP plc - ADR

BP is trending as the energy sector faces heightened volatility amid intensifying geopolitical tensions in the Middle East, specifically threats to shipping in the Strait of Hormuz. Investors are closely monitoring the impact on global supply chains and crude oil prices, with community discussion heavily centered on the potential for long-term production constraints and the stock's status as a high-dividend income play.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is facing intensified market pressure as investors weigh significant cash burn and concerns over share dilution against the company's recent regulatory achievements, including full FAA acceptance of its means of compliance. The community remains deeply polarized, with some debating potential defense contract opportunities and long-term eVTOL innovation, while others actively express concerns regarding executive transparency, project timelines, and the intensifying competitive rivalry with Joby Aviation.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing significant downward pressure as investors rotate out of the gaming sector following the unveiling of Google's AI-driven 3D world creation tool, Project Genie. While some community members view the sell-off as an overreaction and a potential buying opportunity, others are actively betting on further declines, citing concerns over regulatory headwinds, platform safety, and long-term valuation.

Sprott Physical Silver Trust - Units

Sprott Physical Silver Trust ET

PSLV is capturing significant market attention as investors increasingly favor its physical silver backing over paper-based ETFs amid concerns regarding COMEX vault depletions and structural supply shortages. The community is actively debating the impact of geopolitical instability and potential supply squeezes, with many members interpreting recent price volatility as a calculated attempt by financial institutions to shake out retail investors.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum (OXY) is trending as investors react to escalating geopolitical tensions in the Middle East and concerns over potential supply disruptions in the Strait of Hormuz. The community is actively debating the stock's role as a hedge against rising crude prices, with many participants analyzing the impact of institutional positioning and sector-wide bullish sentiment on the stock's short-term price action.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is currently seeing intense community debate as investors reconcile its robust quarterly growth and AI-driven data security narrative with persistent downward price pressure and sector-wide sentiment concerns. While many traders are frustrated by the stock's inability to sustain momentum, others view the current valuation as a deep-value entry point, focusing on the company's strong ARR expansion and role as critical infrastructure for the AI era.

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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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