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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following the successful unfurling of BlueBird 6, the largest commercial communications array ever deployed in low Earth orbit, coupled with FCC approval for U.S. testing. This significant technical validation is driving widespread bullish sentiment and expectations of a short squeeze, while some continue to vocalize concerns about valuation and the company's path to profitability.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending after an earnings report revealed an EPS beat but a revenue miss, largely driven by a notable decline in crypto trading. While some investors see significant growth in other segments and future product initiatives as a buying opportunity, many others view the revenue miss and crypto dependence as a signal for potential further downside.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending after delivering strong earnings with beats on Q4 revenue and EPS, driven by record deal closures. Community discussion centers on the company's pivotal role in the 'agentic internet' and AI infrastructure, fueling optimism about its future growth trajectory despite some mixed guidance and prior software sector skepticism.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, with the community actively debating its crucial position in AI infrastructure connectivity amid its characteristic volatility.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel (MAT) is actively discussed after a notable holiday-quarter earnings miss led to a sharp sell-off, with the community split between those accumulating shares, believing the decline is an overreaction supported by the new share repurchase program, and others foreseeing further struggles for the toy giant.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending after a mixed Q4 earnings report, where strong rider growth and a new share buyback program were overshadowed by a revenue miss and conservative Q1 guidance, fueling intense community debate on its competitive future amidst accelerating autonomous vehicle developments.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack In The Box is a battleground stock as investors grapple with its substantial debt, underscored by the recent sale of Del Taco at a significant loss and disappointing financial results. The community is heavily polarized between fears of bankruptcy and aggressive short-selling, versus expectations of a major short squeeze and turnaround, amplified by activist investor Sardar Biglari's growing stake and the company's poison pill defense.

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

Upstart Holdings Inc

Upstart is trending after reporting better-than-expected earnings and strong multi-year growth guidance, alongside a planned CEO transition, yet community discussion is mixed between anticipating a significant short squeeze and frustration over the stock's muted price reaction in a volatile fintech market.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is captivating investors with robust 52-week data for its eczema drug, rezpegaldesleukin, showcasing sustained improvements and a strong safety profile against competitors. The community is actively discussing the implications of a recent public offering and significant buyout speculation amid an ongoing lawsuit.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is seeing high trading activity and intense debate ahead of its anticipated earnings report, with bulls expecting strong Q4 results fueled by holiday performance and AI innovation, while others express caution regarding its high valuation and the recent sector-wide softness in software stocks.

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Cloudflare (NET) Q4 2025 Earnings Call Transcript

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo...

Cloudflare (NET) Q4 Earnings and Revenues Top Estimates

Cloudflare (NET) delivered earnings and revenue surprises of +2.04% and +4.12%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NYSE:NET) Announces Earnings Results

Cloudflare (NYSE:NET - Get Free Report) posted its quarterly earnings data on Tuesday. The company reported $0.28 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of...

<ul class="summary-bullets"><li>Matthew Prince, co-founder and CEO of Cloudflare, said that the shift towards artificial intelligence and agents drove demand across the company’s services.</li><li>The CEO also highlighted that AI-generated traffic on Cloudflare’s network more than doubled in January alone, reinforcing demand across application services.</li><li>The company provided first-quarter (Q1) revenue guidance of $620 million to $621 million, while street expectations on average were at $613.88 million, according to Fiscal.ai.</li></ul>Shares of Cloudflare Inc. (NET) &nbsp;surged nearly 14% in Tuesday’s post-market hours after the company reported fourth-quarter (Q4) 2025 earnings results that beat street expectations.Cloudflare posted Q4 revenue of $614.5 million, a 34% increase year-over-year, beating analyst expectations of $591.67 million, according to data from Fiscal.ai. The company’s diluted earnings per share for the quarter grew about 47% from the previous year to $0.28, marginally beating street expectations of $0.27.&nbsp;&nbsp;&nbsp;&nbsp;Matthew Prince, co-founder and CEO of Cloudflare, said that the shift towards artificial intelligence and agents drove demand across the company’s services.<h2 class="st-heading-2">Cloudflare’s Agentic Advantage</h2>“If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through. This creates a virtuous flywheel: more agents drive more code to Cloudflare Workers, which fuels demand for our performance, security, and networking services. We were built for this moment and the rise of the agentic internet," Prince said.In a call with investors, Prince said that Cloudflare positions AI and autonomous agents as a structural tailwind. The CEO added that agents are fundamentally reshaping how the internet is used by generating orders of magnitude and higher traffic than humans.Prince also said that AI agents increasingly act as primary users of the web, adding that agents “are the ultimate infrastructure multiplier.”The CEO also highlighted that AI-generated traffic on Cloudflare’s network more than doubled in January alone, reinforcing demand across application services.<h2 class="st-heading-2">Hyperscaler Comparison</h2>Contrasting Cloudflare’s model with hyperscalers, Prince said that while hyperscalers monetize rented compute, Cloudflare monetizes work done, allowing significantly higher efficiency per GPU and avoiding the capital intensity of large AI infrastructure builds, which essentially becomes a competitive advantage for the company as AI workloads scale.“With more than 20% of the web already sitting behind Cloudflare network, we are effectively the global control plane for the agentic,” Prince said, adding later that if “AI agents are the new users of the internet, Cloudflare is the platform they run on, and the network they pass through.”<h2 class="st-heading-2">Forward Guidance</h2>The company provided first-quarter (Q1) revenue guidance of $620 million to $621 million, while street expectations on average were at $613.88 million, according to Fiscal.ai.The company expects to post EPS of $0.23, versus a street expectation of $0.25.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NET">NET shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours.Meanwhile, message volumes rose from ‘high’ to ‘extremely high’ territory.One bullish user said that only projected revenue growth for the company matters, and the company is forecasting it to accelerate this year. The user forecast NET shares to surge over $300.<stembedurl>https://stocktwits.com/BullseyeGains/message/644614633</stembedurl>&nbsp;Shares of NET have risen more than 4% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/beta-stock-rallies-after-hours-the-amazon-connection/cZbUkz0R4pY">Amazon Announces 5.3% Stake In Beta Technologies, Sending Stock Soaring After-Hours</a>

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

NET Shares Surged Nearly 14% After-Hours — What’s The ‘Agentic’ Advantage For The Company?

Cloudflare posted Q4 revenue of $614.5 million, a 34% increase year-over-year, and beating analyst expectations of $591.67 million, according to data from Fiscal.ai. 

Equity

Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)

AppLovin, Cloudflare and MongoDB represent software stocks that won't be easily replaced by AI 

Key Events This Week: Payrolls, CPI And Retail Sales

Key Events This Week: Payrolls, CPI And Retail Sales The next five days will feature an unusual pairing of major US data releases: the January employment report on Wednesday and the January CPI...

A Glimpse of Cloudflare's Earnings Potential

Cloudflare, Inc. $NET Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. cut its stake in Cloudflare, Inc. (NYSE:NET - Free Report) by 7.5% in the third quarter, according to the company in its most recent disclosure with the Securities and...

Allianz Asset Management GmbH Grows Holdings in Cloudflare, Inc. $NET

Allianz Asset Management GmbH raised its position in Cloudflare, Inc. (NYSE:NET - Free Report) by 322.4% in the third quarter, according to the company in its most recent filing with the Securities...

Cloudflare to Post Q4 Earnings: What's in Store for the Stock?

NET heads into Q4 earnings with revenues near $590 million and EPS of $0.27, fueled by zero-trust and global growth but pressured by deal delays.

$NET Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.03 up 25.00% YoY
• Reported revenue of $614.51M up 33.60% YoY
• Cloudflare expects full year 2026 total revenue of $2,785.0 to $2.8B, non-GAAP income from operations of $378.0 to $382M, and non-GAAP net income per share of $1.11 to $1.12.

Stocktwits

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of -$0.03 up 25.00% YoY
• Reported revenue of $614.51M up 33.60% YoY
• Cloudflare expects full year 2026 total revenue of $2,785.0 to $2.8B, non-GAAP income from operations of $378.0 to $382M, and non-GAAP net income per share of $1.11 to $1.12.

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The CEO's vision of an "Agentic Internet" powered by AI agents highlights Cloudflare's essential role as a foundational platform and network.

Strong Q4 revenue of $614.5M, a 34% jump year-over-year, significantly surpassed expectations, igniting widespread investor excitement.

Traders are projecting massive upside, with many targeting a rapid push past $200 and an eventual move towards $300.

Many users viewed the recent downturn in software stocks as a unique buying opportunity before the massive post-earnings surge.

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