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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 is trending as investors grapple with extreme volatility driven by the administration's military maneuvers in Iran, which have sparked intense debate over potential economic impacts, energy sector instability, and the company's long-term viability. Community discourse is highly polarized, with users clashing over the geopolitical strategy, insider selling, and the stock's significant decline toward all-time lows.

NextDecade Corp. is a development company, which focuses on liquefied natural gas (LNG) export projects and associated pipelines. It develops and manages land-based and floating liquefied natural gas projects in the Gulf Coast with focus on the Rio Grande LNG. The company was founded by Kathleen Eishbrenner in 2010 and is headquartered in Houston, TX.

NextDecade Corporation

NextDecade is currently a focal point for investors as the company makes significant strides in its Rio Grande LNG project, including regulatory progress on expansion trains and major equity investments from institutional partners like Hanwha. While some market participants express caution regarding the project's long-term capital intensity and the timeline to profitability, the community is actively debating the company's potential as a strategic energy infrastructure asset and closely monitoring insider buying activity for signs of confidence.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is experiencing significant market interest ahead of its upcoming earnings report, with the community closely watching the da Vinci 5 platform's impact on procedure growth and margin sustainability. Investors are actively debating the stock's valuation and potential upside, with many analyzing the company's competitive moat against tariff pressures and broader sector trends.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community debates its recent quarterly profit milestone and HSBC's upward price target revision, sparking intense discussion about whether the stock is undervalued versus its long-term potential in battery swapping and chip technology. While bulls are calling for a short squeeze and highlighting the stock's resilience, bears remain focused on historical share dilution and persistent market volatility, creating a polarized atmosphere around the company's future trajectory.

United States Commodity Funds LLC - United States Brent Crude Oil Fund

The United States Brent Oil Fund is under intense market scrutiny as investors grapple with escalating geopolitical instability in the Middle East and concerns over global supply chain disruptions. Community discussions are heavily focused on the potential for price volatility linked to supply-demand imbalances, with some traders debating the merits of long positions amid persistent inflationary pressures and broader economic uncertainty.

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 react to the Trump administration's invocation of the Defense Production Act to potentially override California's environmental regulations and expedite the restart of the company's offshore pipeline operations. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, while traders weigh the tension between federal energy-security directives and ongoing state-level legal hurdles.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is currently trending due to a major $13 billion investment plan in its U.S. manufacturing operations, which aims to add 5,000 jobs and expand production capacity. Investors are closely scrutinizing this strategic pivot as the company balances this capital-intensive turnaround with ongoing concerns regarding operational execution and recent volume fluctuations.

iShares Trust - iShares MSCI India ETF

iShares MSCI India ETF

The iShares MSCI India ETF (INDA) is currently in the spotlight as investors navigate significant market volatility driven by shifting U.S.-India trade relations and internal budget adjustments. Community sentiment remains mixed, with active debate centered on whether current price levels represent a long-term accumulation opportunity despite the broader emerging market sell-off.

Immuneering Corp. operates as a clinical-stage oncology company, which engages in developing medicines for cancer patients. Its pipeline of drug candidates focuses on treating aspects of disease that have eluded conventional approaches, including cancer cachexia and metastasis. The company was founded by Robert J. Carpenter and Benjamin J. Zeskind in 2008 and is headquartered in Cambridge, MA.

Immuneering Corp - Ordinary Shares Class A

Immuneering Corp

Immuneering Corp is capturing significant investor attention as the community anticipates critical 12-month overall survival data for its lead oncology candidate, atebimetinib. The stock is currently trending due to its recent addition to the Nasdaq Biotechnology Index and ongoing discussions regarding its competitive positioning as a potential buyout target, with participants actively debating the strength of its survival metrics compared to other industry players.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as investors weigh strong institutional accumulation and recent analyst upgrades against short-term volatility driven by geopolitical tensions in the Middle East. The community is actively debating the stock's long-term potential as a critical minerals and uranium powerhouse, with many focused on the development of a cup and handle pattern and the strategic significance of the upcoming critical minerals summit.

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<ul class="summary-bullets"><li>OWL said the offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.</li><li>Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, and reviewed the terms and conditions of the offer.</li></ul>Blue Owl Capital Corporation II (OBDC II) on Friday said that its Board of Directors has unanimously recommended that shareholders reject the unsolicited minority tender offer from Cox Capital Partners and Saba Capital Management for up to 8 million shares of OBDC II for approximately $30 million.&nbsp;The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders. The offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, reviewed the terms and conditions of the offer and has also considered other information related to the fund's historical financial performance, portfolio of assets and future opportunities.<h2 class="st-heading-2">Why To Reject?</h2>The firm said that Cox and Saba's offer price is inadequate, arbitrary and substantially undervalues OBDC II's assets and ongoing access to liquidity.&nbsp;Tendering will prohibit OBDC II shareholders from receiving future distributions and realizing any appreciation in the value of their shares in the future, Blue Owl said in a statement.&nbsp;<h2 class="st-heading-2">Cox And Saba Offer</h2>Last month, Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies (BDC) that are owned by Blue Owl. Cox and Saba at the time had said that the offer price was expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price.&nbsp;The tender offers came at a time when Blue Owl said that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.&nbsp;<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around OWL trended in ‘neural’ territory amid ‘low’ message volume.&nbsp;Shares in the company have fallen 41.5% so far in 2026.&nbsp;

In this photo illustration, the Blue Owl Capital logo is seen displayed on a smartphone screen

Why Is Blue Owl Board Urging Shareholders To Reject Minority Offer From Cox And Saba?

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.

Equity

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.


<ul class="summary-bullets"><li>Samsara said its Q4 revenue of $444.3 million, represented a 28% year-over-year growth in actuals and 27% in constant currency.&nbsp;</li><li>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter.&nbsp;</li><li>The company said it expects revenue in its first quarter of FY2027 to be in the range of $454 million – $456 million.</li></ul>Samsara stock jumped 11% in extended hours of trading on Thursday after it posted upbeat fourth-quarter (Q4) results.&nbsp;Samsara said its Q4 revenue of $444.3 million represented a 28% year-over-year growth in actuals and 27% in constant currency. Analysts’ on average expected revenue of $422.31 million, according to data from Stocktwits.&nbsp;“Fiscal year 2026 was an outstanding year of durable and efficient growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization.”The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.&nbsp;<h2 class="st-heading-2">Q4 Details</h2>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter. The profit sailed past estimates of $0.13 per share as per data from Stocktwits.&nbsp;Samsara’s Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year growth in actuals and 31% in constant currency.The company is now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform customers’ operations, Biswas further added.&nbsp;<h2 class="st-heading-2">FY 2027 Guidance&nbsp;</h2>The company said it expects revenue in its first quarter of its FY2027 to be in the range of $454 million – $456 million, and full year revenue of its FY2027 to be in the range of $1.965 billion – $1.975 billion.&nbsp;It expects adjusted diluted net income per share in its first quarter of its FY2027 to be in the range of $0.12 – $0.13.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around<a href="https://stocktwits.com/symbol/IOT"> IOT&nbsp;stock</a> trended in the ‘Extremely Bullish’ territory amid ‘Extremely High’ message volume.&nbsp;One bullish user said that analysts are going to upgrade ratings and raise price targets of IOT.&nbsp;<stembedurl>https://stocktwits.com/dpnaidu27/message/646746805</stembedurl>Another user predicted that the upbeat momentum in the stock can continue on Friday.&nbsp;<stembedurl>https://stocktwits.com/HazelCox91783/message/646744944</stembedurl>Shares in the company have fallen 8.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the logo of Samsara Inc. is displayed on a smartphone screen.

Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?

The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter. 

<ul class="summary-bullets"><li>A Broadcom executive told Reuters that it expects to sell at least 1 million chips by 2027 based on its stacked design tech.&nbsp;</li><li>For Broadcom’s results next week Wall Street expects the firm to report a rise of 22.4% in revenue to $19.1 billion for its first quarter of fiscal year 2026, ended February 2.&nbsp;</li></ul>Broadcom Inc. on Thursday announced it has begun shipping the industry’s first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform.Broadcom said it built the SoC on its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which was introduced in 2024. The chip offers “superior power efficiency and low latency to meet the massive computational demands of gigawatt-scale AI clusters.”“We’re proud to deliver the first 3.5D custom compute SoC for Fujitsu – a testament to the outstanding execution and innovation by the Broadcom team,” said Frank Ostojic, senior vice president and general manager of Broadcom’s ASIC Products Division.&nbsp;“These developments underscore Broadcom’s unrivaled technology leadership in delivering high-complexity XPUs to enable transformative breakthroughs in AI,” he added.&nbsp;<h2 class="st-heading-2">Selling 1 Million Chips</h2>A Broadcom executive told Reuters that it expects to sell at least 1 million chips by 2027 based on its stacked design tech.&nbsp;The 1 million chips the company projects it will sell, are based on an approach Broadcom developed that stacks two chips on top of one another, allowing the distinct pieces of silicon to be tightly bound to improve the speed at which data can flow from one chip to another, Harish Bharadwaj, vice president of product marketing at Broadcom told Reuters.&nbsp;<h2 class="st-heading-2">Earnings On The Horizon</h2>Wall Street expects the firm to report a rise of 22.4% in revenue to $19.1 billion for its first quarter of fiscal year 2026, ended February 2. The company posted $15.6 billion in revenue in the same year-ago quarter.&nbsp;Broadcom is scheduled to report results next week.How Did Stocktwits Users React?Retail sentiment around AVGO trended in ‘bullish’ territory amid ‘normal’ message volume.&nbsp;Shares in the company have risen nearly 53% over the past year.&nbsp;

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

Broadcom Ships First 2nm Chip Ahead of Crucial Q1 Earnings

Broadcom said it built the SoC on its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which was introduced in 2024.

<ul class="summary-bullets"><li>The DraftKings class action lawsuit was originally filed in April 2024.</li><li>DraftKings asked the court to rule in its favor by submitting graphic depictions of how it contended that it disclosed the terms and conditions of the promotion to the plaintiffs, according to the PHAI.&nbsp;</li><li>Ruling denying the bulk of DraftKings' motion for Summary Judgement marks the first false advertising lawsuit against DraftKings Sportsbook to survive this stage.</li></ul>The Public Health Advocacy Institute (PHAI) on Tuesday announced that its class action lawsuit against DraftKings will proceed toward class certification, class-wide discovery, and trial after a Massachusetts Superior Court judge rejected most of DraftKings' Motion for Summary Judgment.The class action challenges DraftKings' advertised "$1,000 Deposit Bonus" promotion for new sportsbook customers in Massachusetts.Ruling denying the bulk of DraftKings' motion for Summary Judgment marks the first false advertising lawsuit against DraftKings Sportsbook to survive this stage, clearing the way for class certification and trial, the institute said in its statement.&nbsp;<h2 class="st-heading-2">Details</h2>The DraftKings class action lawsuit was originally filed in April 2024 by Melissa Scanlon and Sean Harris who&nbsp;contended that DraftKings failed to adequately disclose terms and conditions to obtain the advertised bonus.DraftKings asked the court to rule in its favor by submitting graphic depictions of how it contended that it disclosed the terms and conditions of the promotion to the plaintiffs, according to the PHAI.&nbsp;<h2 class="st-heading-2">Sports Betting&nbsp;</h2>The lawsuit comes at a time when DraftKings has grown to be a major player&nbsp;among sports betting websites in the U.S. The firm is now expanding its reach to global markets.&nbsp;The company launched its online sportsbook in Puerto Rico, further expanding DraftKings reach to more users. “DraftKings’ online sportsbook will be available to Puerto Rico residents beginning February 23, 2026, following the recent opening of the DraftKings retail sportsbook at Foxwoods El San Juan Casino in November,” it said.&nbsp;Since 2013, the American Psychiatric Association has classified Gambling Disorder in the same diagnostic category as substance-related addictions, including cocaine, opioids, tobacco, alcohol, and heroin, reflecting the well-established public health risks associated with gambling-related harm.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around DKNG trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;Shares in the company have fallen nearly 52% over the past year.&nbsp;

In this photo illustration, the logo of DraftKings Inc. is displayed on a smartphone screen. 

DraftKings’ Stock In Focus As PHAI’s Lawsuit Will Proceed To Trial

The class action challenges DraftKings' advertised "$1,000 Deposit Bonus" promotion for new sportsbook customers in Massachusetts.

<ul class="summary-bullets"><li>Both the firms sent the notice to Blue Owl Capital Corporation II on February 17, 2026 of their intention to commence a tender offer to purchase a portion of outstanding shares of OBDC II in cash.</li><li>The tender offers would provide a liquidity solution to retail investors in the wake of a significant industry-wide increase in BDC redemption requests.</li><li>Blue Owl said on Thursday that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.</li></ul>Blue Owl Capital got a reprieve on Friday after Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies (BDC) that are owned by Blue Owl.&nbsp;The two companies subsequently notified Blue Owl Technology Income Corp and Blue Owl Credit Income Corp of their intention to commence similar tender offers.At the time of writing OWL stock was up 2.2% in extended hours of trading.&nbsp;<h2 class="st-heading-2">Offer Details</h2>The offer price is expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price. That will be determined when tender offers start after a 10-business day notice period for each BDC, Cox and Saba said.Both the firms sent the notice to Blue Owl Capital Corporation II on February 17, 2026 of their intention to commence a tender offer to purchase a portion of outstanding shares of OBDC II in cash.The tender offers would provide a liquidity solution to retail investors in the wake of a significant industry-wide increase in BDC redemption requests, multiple quarters of net outflows and a rise in redemption gate provisions.<h2 class="st-heading-2">Blue Owl’s Redemption Halt</h2>Blue Owl said on Thursday that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.The announcement showed Blue Owl abandoning an earlier plan to reopen withdrawals later this quarter. Instead, the firm said it would begin returning investor capital.Blue Owl said it was “not halting redemptions” but instead “changing the method” by which investors receive their cash. The firm said it remains well capitalized, with about $4 billion in total cash and borrowing capacity, and described its balance sheet as “well positioned” to support portfolio performance into 2026.<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around OWL trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 54.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Blue Owl Capital got a reprieve on Friday after Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies | Representational image: Getty Images

Blue Owl Stock Rises After Saba Capital And Cox Capital’s Tender Offers For BDC Shares 

The offer price is expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price.

IWF, TSLA, ABBV, NFLX: ETF Inflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected...

<ul class="summary-bullets"><li>The company said its total orders increased 32% year-over-year to 903 million in the fourth quarter.&nbsp;</li><li>Marketplace gross order volume (GOV) increased 39% year-over-year to $29.7 billion.</li><li>The company expects marketplace GOV in the first quarter of 2026 to be in the range of $31 billion to $31.8 billion.</li></ul>DoorDash (<a href="https://stocktwits.com/symbol/DASH">DASH</a>) shares jumped 10% in extended hours of trading on Wednesday after it reported its fourth quarter earnings.&nbsp;The company reported adjusted earnings of $0.48 per share for the fourth quarter of 2025, missing the analyst consensus of $1.29 per share, according to data from fiscal.ai.&nbsp;Revenue came in at $3.96 billion, slightly below the consensus estimate of $3.98 billion, however it represented a 38% increase from the same quarter last year.&nbsp;<h2 class="st-heading-2">More From Q4</h2>The company said its total orders increased 32% year-over-year to 903 million in the fourth quarter.&nbsp;Marketplace gross order volume (GOV) increased 39% year-over-year to $29.7 billion. Adjusted core profit increased 38% year-over-year to $780 million.“In 2025, we accelerated growth in our U.S. restaurant category, expanded consumer affordability through record DashPass signups, increased consumer retention and order frequency in our grocery and retail categories by improving selection and quality, increased merchant value by launching new services,” the company said in its earnings statement.&nbsp;<h2 class="st-heading-2">Outlook</h2>The company said it expects marketplace GOV in the first quarter of 2026 to be in the range of$31 billion to $31.8 billion. It expects adjusted core profit to be in the range of $675 million - $775 million during the quarter.&nbsp;The company said that as 2026 progresses, it currently expects Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) as a percent of marketplace GOV to increase in Q2 2026 from Q1 2026, but to remain slightly below the level achieved in Q2 2025.“In 2026, we aim to increase selection and improve quality in our marketplaces, increase the value we generate for merchants through our Commerce Platform, and continue to invest in autonomous and artificial intelligence technologies in order to deliver long-term gains in efficiency, quality, and affordability,” the company said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around DASH trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 10.6% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/occidental-petroleum-stock-is-reason-what-is-the-reason/cZRKdwpR4v6">OXY Stock Is Rising After-Hours – What Is The Reason?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

DoorDash logo is seen displayed on a smartphone screen and Deliveroo logo in the background. 

DoorDash Stock Is Rallying 10% - Why Are Traders Bullish Despite Downbeat Earnings?

Revenue came in at $3.96 billion, slightly below the consensus estimate of $3.98 billion, however it represented a 38% increase from the same quarter last year. 

<ul class="summary-bullets"><li>Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating.&nbsp;</li><li>Canaccord analyst Maria Ripps said that its lowered target on Spotify comes amid a lower multiple applied to its 2027 revenue estimate.</li><li>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.</li></ul>Spotify Technology (SPOT) on Tuesday reported fourth-quarter (Q4) 2025 results, posting better-than-expected earnings and a growth in users.Despite the upbeat results, the audiostreaming company received a sleuth of downgrades from Wall Street analysts.Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating. Jefferies also lowered its price target on the company to $650 from $750 and maintained a ‘Buy’ rating.Canaccord lowered Spotify’s pierce target to $750 from $850 and kept a ‘Buy’ rating on its shares.<a href="https://stocktwits.com/symbol/SPOT">Shares of SPOT </a>were up nearly 15% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>According to TheFly, Evercore said that while Spotify’s Q4 results were fundamentally and relatively good, the analyst said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%.However, Evercore added that it continues to view Spotify as the global leader in streaming audio, supported by accelerating monetization, durable user growth, and improving profitability.Meanwhile, Jefferies said that Spotify’s Q4 results reinforce its positive view on the stock and Q1 gross margin guidance of 32.8% suggests label wholesale price increases won't pressure margins. However, the analyst noted that Spotify’s first-quarter (Q1) subscriber guidance of 3 million additions quarter-over-quarter was below the street’s expectation of 4 million.&nbsp; However, Jefferies said that it doesn't view this as an issue, given Spotify's historical pattern of guiding to 2 million to 3 million quarter-over-quarter in Q1 consistently across the past four years.Canaccord analyst Maria Ripps said that Spotify reported "solid" Q4 results, with all key metrics coming in ahead of expectations. Despite hitting its 14-month low in recent trading sessions, shares continue to trade at an "attractive valuation," the analyst said. However, the lowered target comes amid a lower multiple applied to the firm's 2027 revenue estimate, the analyst said.<h2 class="st-heading-2">Earnings Snapshot</h2>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.The company posted net income of €1.17 billion ($1.39 billion) or €4.43 a share, up from €367 million, or €1.76 a share, a year earlier. Analysts, on average, were expecting a profit of roughly €2.78 a share, according to data from Fiscal.ai. Meanwhile, Spotify’s quarterly revenue increased 7% to €4.5 billion.In the upcoming quarter, Spotify projects €4.5 billion in revenue, €660 million in operating income, and for total premium users to rise to 293 million by adding 3 million net new subscribers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SPOT shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ territory, climbing 720% in the past 24 hours, according to Stocktwits data from Tuesday morning.One user noted that the latest earnings did not include Spotify’s recent U.S. subscription price increases. The user said that 2026 was going to be strong for the company.<stembedurl>https://stocktwits.com/Crafan/message/644562273</stembedurl>&nbsp;Shares of SPOT have declined nearly 25% in the past year.Exchange Rate: 1 Euro = 1.19 USDFor updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Spotify Q4 Earnings Beat Expectations — So Why Did The Street Lower Its Price Target?

Evercore said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%. 

<ul class="summary-bullets"><li>The company announced that its Board of Directors authorized a repurchase program of up to $1 billion of Class A common stock.</li><li>The company expects Q1 2026 revenue in the range of $595 million to $605 million, analysts’ on average expect revenue of $577 million, as per data from fiscal.ai</li><li>A Reddit executive in an analyst call said that the social media platform saw strength across geographies.</li></ul>Reddit shares jumped after it reported a 70% jump in its revenue for the fourth quarter on Thursday, helped by higher ad spend by its customers.&nbsp;The company said its total revenue came at $726 million, above analysts’ estimates of $667 million, according to data from fiscal.ai.&nbsp;“We’re entering the next era of Reddit—defined by sharper execution, global expansion, and product innovation that puts real people and conversations at the center,” said Steve Huffman, Reddit Co-Founder and CEO. “Our focus is on turning Reddit’s authenticity into even more everyday utility.”The company announced that its Board of Directors authorized a repurchase program of up to $1 billion of Class A common stock.<h2 class="st-heading-2">Earnings</h2>The company said its total revenue came at $726 million, above analysts’ estimates of $667 million, according to data from fiscal.ai.&nbsp;The company said its Ad revenue also increased 75% year-over-year to $690 million, as its total active advertiser count grew by over 75% year over year in Q4.&nbsp;A Reddit executive in an analyst call said that “we saw strength across geographies. US revenue grew 68% while international revenue grew 78% year over year”.It reported a 244% jump in its diluted earnings per share that came at $1.24 per share, compared to $0.36 per share it posted in the same quarter last year. Analysts on average expected profit of $0.93 per share.&nbsp;<h2 class="st-heading-2">Outlook</h2>The company expects Q1 2026 revenue in the range of $595 million to $605 million. Analysts on average expect revenue of $577 million, as per data from fiscal.ai.It expects adjusted core profit in the range of $210 million to $220 million. Analysts on average expect revenue of $204.9 million.“In 2026, we're focused on making Reddit faster, more relevant, and more accessible to everyone, everywhere. A big part of this effort is improving feed relevancy, using AI and machine learning to make Reddit feel more personalized and useful,” a Reddit executive said during the analyst call.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RDDT trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user praised RDDT’s earnings by saying that the company blew it out of the water.&nbsp;<stembedurl>https://stocktwits.com/macrossluvsrobotech/message/644198851</stembedurl>Another user predicted the stock to reach the $300 mark after hailing the results.<stembedurl>https://stocktwits.com/plogan0/message/644198049</stembedurl>Another bullish user predicted stock to rally in coming days and weeks.<stembedurl>https://stocktwits.com/WeeklyOptionsTrading/message/644194871</stembedurl>Shares in the company have fallen 29% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mstr-posts-more-than-1600-percent-jump-in-its-operating-loss-in-q4-2025-as-bitcoin-crash-bites/cZbZlO9R4nE">MSTR Posts More Than 1600% Jump In Operating Loss In Q4 As Bitcoin Crash Bites</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Reddit logo is seen displayed on a smartphone. 

Reddit Shares Are Rallying After Hours On 244% Jump In Q4 Profit 

The company said its total revenue came at $726 million, rising 70% in the fourth quarter compared to a year-ago quarter. 

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