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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing a significant sell-off after the DOJ unsealed an indictment charging three associatesincluding a co-founder and board memberwith a scheme to smuggle high-performance Nvidia-based servers to China. While the company stated it is not a named defendant and has taken disciplinary action, investors are reacting with intense volatility as the news reignites long-standing community concerns regarding the firm's governance, internal controls, and ties to leadership scandals.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest a mix of tactical analyst upgrades and ongoing volatility, with market participants closely monitoring the company's AI server backlog and infrastructure demand ahead of the next earnings report. The community remains deeply divided, with some buyers betting on a breakout fueled by AI-driven growth, while others express frustration over institutional manipulation and concerns regarding margin compression.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund has surged following its public market debut, driven by significant retail interest and a low available float due to mandatory six-month share lockups for early investors. The community is actively debating the fund's valuation relative to its underlying assets, with many participants speculating on potential price appreciation while others warn of volatility and the impact of future share unlocks.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is gaining investor momentum following a solid earnings beat and raised full-year guidance, with the community closely tracking the upcoming Freight spin-off and strategic cost-cutting initiatives. While some traders are expressing skepticism regarding global demand pressures and operational headwinds, others are actively analyzing bullish option flow and the potential for a tactical re-rating as the company navigates ongoing industrial demand.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending as the community closely monitors the potential regulatory hurdles facing its acquisition by Intel, with many investors debating the stock's valuation as a standalone entity versus its buyout price. Enthusiastic discussion remains centered on the company's silicon photonics technology and its strategic importance within the AI infrastructure supply chain, keeping sentiment highly charged around both deal-related news and long-term industrial potential.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors are actively debating the viability of holding the Defiance Daily Target 2X Long SMCI ETF following recent volatility and news surrounding its underlying asset. The community is heavily focused on the impact of daily decay in leveraged funds and speculating on whether a reverse split or further price suppression could be on the horizon.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as investors highlight its role as essential DeFi infrastructure, particularly following its partnership with the U.S. Department of Commerce to provide macroeconomic data on-chain. Community sentiment is driven by the project's institutional backing, its revenue-sharing model through token buybacks, and its growing importance within the Real World Asset (RWA) sector.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is currently driving significant market speculation as a low-float, battle-tested drone software play that has captured intense attention following its recent IPO. Community members are actively debating the sustainability of the stock's parabolic moves, with bullish sentiment fueled by potential defense sector synergies and high-profile connections, while skeptics emphasize the risks of rapid dilution and fundamental disconnects in its current valuation.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors rotate into the space and defense sector, bolstered by strong recent earnings, a significant revenue beat, and a rapidly expanding government backlog. The community is actively discussing its momentum as a critical infrastructure play, with many noting its growing institutional support and potential to capitalize on heightened geopolitical demand for satellite imagery.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community anticipates the upcoming Super App launch and potential high-profile institutional partnerships at the XRP Las Vegas event. Investors are actively debating the project's long-term utility and market potential, with many focusing on the final token unlock as a catalyst for future price stability.

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<ul class="summary-bullets"><li>Perplexity has begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase.</li><li>CoreWeave will roll out Perplexity’s Enterprise Max subscription plan across its organization.</li><li>CRWV shares have declined nearly 25% after reporting a mixed fourth-quarter print last week.</li></ul>CoreWeave (CRWV) shares gained over 6% in pre-market trading on Wednesday after the company announced a multi-year partnership with Perplexity to support its AI inference workloads and expand services across both companies.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is on track for a first gain in six sessions.Perplexity will run its next-generation AI systems on CoreWeave’s cloud platform, using dedicated NVIDIA GB200 NVL72-powered clusters. As part of the deal, CoreWeave will deploy Perplexity’s Enterprise Max across its organization. Enterprise Max is Perplexity’s highest-tier subscription plan offering access to advanced AI models, research tools, and search capabilities.Perplexity has already begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase. It has also begun using CoreWeave’s Weights &amp; Biases (W&amp;B) models to train, fine-tune, and manage its AI systems from testing to full production.“This partnership reflects a wider mix of emerging AI leaders adopting the CoreWeave platform. Like many others, they choose us for our unified AI cloud platform — not just access to capacity — and that is building a more diversified CoreWeave business,” CEO Mike Intrator told Axios on Wednesday.<h2 class="st-heading-2">Michael Burry Slams CoreWeave</h2>In a Substack post last week, investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slips-premarket-michael-burry-dot-com-parallels-wall-street-sees-upside/cZd3RugRIcp">said</a> CoreWeave “exists as an off-balance sheet SPV [special purpose vehicle] designed to lose money,” arguing that AI hype pushed it into the public markets.He compared the company to Level 3 Communications during the dot-com bubble, warning that CoreWeave may face even greater challenges because its infrastructure depreciates more quickly.CRWV shares have been under selling pressure, declining nearly 25% after reporting a mixed fourth-quarter print, in which loss came in at $0.56 per share, wider than Wall Street’s estimate of a loss of $0.50. However, revenue jumped 110% to $1.57 billion, topping the $1.55 billion forecast.The company forecast fiscal 2026 revenue of $12 billion to $13 billion. For the first quarter, it expects sales of $1.9 billion to $2 billion, which is below Wall Street’s $2.29 billion estimate. It also announced plans to raise capital spending to $30 billion–$35 billion to expand its data center footprint.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/Coreweave_jpg_d9a1aee4a7.webp" alt="Coreweave.jpg">One user called the development “huge news” and expects the stock to surge to $100. It is currently trading at $78.<stembedurl>https://stocktwits.com/ITradeOnceADay/message/646535227</stembedurl>Another user readjusted their price target to $125 after the deal, from $115 earlier.<stembedurl>https://stocktwits.com/lucidabstract/message/646536820</stembedurl>Year-to-date, the stock has gained around 5%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-bw-stock-jump-in-pre-market-today/cZd9luhRI5V">Why Did BW Stock Jump 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump

The company announced a multi-year partnership with Perplexity, which will run its next-generation systems on CoreWeave’s cloud.

Equity

<ul class="summary-bullets"><li>Q4 adjusted net loss widened to $31.8 million, or $0.09 per share, compared to expectations of $0.06 per share.</li><li>The company expects higher revenue growth in the second half of the year, CFO said in a call with analysts.</li><li>Bookings fell to $13.4 million, from $18.3 million last year, which included a major quantum computer system sale.&nbsp;</li></ul>Shares of D-Wave Quantum Inc (QBTS) gave up most of their initial gains to trade 3% on Thursday, after the company reported fourth-quarter revenue growth that fell short of Wall Street expectations.D-Wave reported a 19% year-on-year increase in revenue to $2.8 million, but this came significantly below Wall Street’s estimates of $3.74 million, according to Fiscal.ai data.While net loss narrowed to $42.3 million, from a loss of $86.1 million last year, adjusted net loss widened to $31.8 million, or $0.09 per share, from a loss of $17.8 million. Analysts on average expected a loss of $0.06 per share.<h2 class="st-heading-2">Higher Revenue Growth Expected In Second Half Of FY2026</h2>In a call with analysts, CFO John Markovich said the company expects higher revenue growth in the second half of this year than in the first half.“We anticipate that most system sales transactions will involve a multiyear service and maintenance revenue component, and some may include a multi-year lead cloud access component with respect to the recently announced $10 million enterprise Shkas agreement. This revenue will be recognized readily over a two-year time frame commencing in the current quarter. To summarize, we expect incrementally higher revenue growth in the second half of this year when compared to the first half,” Markovich said.&nbsp;Meanwhile, bookings fell 27% to $13.4 million, down from last year’s $18.3 million, which included a major quantum computer system sale.&nbsp;As of December 31, 2025, D-Wave held $884.5 million in cash and marketable securities, up 397% from a year earlier, after raising $63.7 million in the fourth quarter through warrant exercises.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment shifted to ‘bullish’ from ‘bearish’ a day earlier, amid ‘high’ message volumes.One user said the stock performed better than expected after the earnings.<stembedurl>https://stocktwits.com/DixonUranus/message/645989635</stembedurl>Another user said the stock looks ready to break out of its $22 resistance.<stembedurl>https://stocktwits.com/Emolinaoptions/message/645984741</stembedurl>Year-to-date, <a href="https://stocktwits.com/symbol/QBTS">QBTS</a> has declined 25%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, D-Wave Systems Inc. logo of a Canadian quantum computing company is seen on a smartphone screen.

QBTS Stock Trims Early Gains: D-Wave Quantum’s Q4 Revenue Misses Estimates 

D-Wave reported a 19% year-on-year increase in revenue to $2.8 million, below Wall Street’s estimates of $3.74 million, according to Fiscal.ai data.

The Zacks Analyst Blog Highlights QTUM, IonQ, D-Wave Quantum and Rigetti Computing

IonQ, D-Wave and Rigetti show 100%+ price target upside as quantum stocks wobble amid macro uncertainty and selective March stabilization.

<ul class="summary-bullets"><li>The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility, it said in a statement.&nbsp;</li><li>Participation in the SHIELD IDIQ contract provides a contractual framework through which IonQ may compete for future task orders, subject to agency requirements and competitive selection processes.&nbsp;</li><li>IonQ has a history of supporting U.S. government research and development initiatives, including work with agencies such as DARPA, the U.S. Air Force Research Laboratory.&nbsp;</li></ul>IonQ on Monday announced that it won a contract from the Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, which has a ceiling&nbsp;worth up to $151 billion.At the time of writing stock was up 2%.&nbsp;The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility, it said in a statement.&nbsp;IonQ has a history of supporting U.S. government research and development initiatives, including work with agencies such as DARPA, the U.S. Air Force Research Laboratory, and organizations across the national security community.<h2 class="st-heading-2">SHIELD IDIQ</h2>IonQ is among more than 2,400 companies eligible to compete for future task orders issued under the SHIELD IDIQ contract framework.Participation in the SHIELD IDIQ contract provides a contractual framework through which IonQ may compete for future task orders, subject to agency requirements and competitive selection processes.&nbsp;“IonQ brings together a broad set of quantum technologies and supporting capabilities that reflect years of investment across computing, networking, sensing, and security,” said Niccolo de Masi, Chairman and CEO of IonQ. “We look forward to continuing our work with U.S. government partners across a range of research, development, and innovation programs.”<h2 class="st-heading-2">Other Firms In The Program</h2>AST SpaceMobile Inc. (ASTS) in January announced that it has been awarded a contract for the Missile Defense Agency SHIELD program.AST SpaceMobile was selected as a lead contractor, granting the company the opportunity to compete for a variety of upcoming projects. These projects could encompass research, development, engineering, prototyping, and overseeing vital systems for the Missile Defense Agency that support U.S. national security interests.<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around IONQ trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of IONQ Inc.

Why Is IonQ Stock Surging After-Hours?

IonQ is among more than 2,400 companies eligible to compete for future task orders issued under the SHIELD IDIQ contract framework.

Quantum Outlook for March 2026: 3 Stocks With Over 100% Price Target

IonQ, D-Wave Quantum and Rigetti show over 100% average price target upside for March 2026 despite macro and sector volatility.

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% 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/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

<ul class="summary-bullets"><li>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue.</li><li>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;</li><li>Arm in its earnings call said that SoftBank is "not interested" in selling any shares of Arm stock.</li></ul>Shares of Arm Holdings fell more than 8% in extended hours of trading on Wednesday as investors were spooked by higher operating expenses.The company posted $716 million in adjusted operating expenses during the quarter, a 37% rise from a year-ago quarter.Arm in its earnings call said that SoftBank (SFTBY) is "not interested" in selling any shares of Arm stock.<h2 class="st-heading-2">Strong Quarter</h2>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue and its fourth consecutive billion dollar revenue quarter. Analysts on average were expecting revenue of $1.23 billion.&nbsp;It said its royalty revenue grew a robust 27% year-over-year to a record of $737 million driven by growth across our target end markets, including AI and general purpose data center, smartphones, physical AI and edge AI.&nbsp;“Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate” said Rene Haas, CEO. “Record royalty results in the third quarter reflect the growing scale of our ecosystem, as customers design the Arm compute platform into next-generation systems across cloud, edge, and physical environments to deliver high-performance, power-efficient AI. The fundamentals of the Arm business have never been stronger.”It reported adjusted profit of $0.43 per share compared with $0.39 in the same period a year ago, analysts on average had expected profit of $0.41 per share.<h2 class="st-heading-2">Outlook</h2>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;Arm sees Q4 profit in between $0.54 to $0.52 per share, analysts’ consensus for the fourth quarter is $0.56 per share. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ARM trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that “ARM will see Nvidia 2022-2024 like growth in coming years, staying the course here”.<stembedurl>https://stocktwits.com/KryptonResearch/message/644033275</stembedurl>Another user predicted that the stock will be at least $125 by the end of the month.<stembedurl>https://stocktwits.com/DragonMk/message/644030008</stembedurl>Another user called the stock “oversold”.<stembedurl>https://stocktwits.com/Dvb3445/message/644029171</stembedurl> &nbsp;

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. 

Why Is Arm Stock Falling 8% After Hours? 

Higher adjusted operating expenses in its third quarter spooked investors. 

<ul class="summary-bullets"><li>Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading.</li><li>The report further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.&nbsp;</li><li>In March 2025, Kerrisdale Capital also issued a short report on the manufacturer of high-performance quantum computers.</li></ul>&nbsp;Shares of IONQ Inc (IONQ) slumped 12% on Wednesday at the time of writing after Wolfpack Research divulged a short position in the company.Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025.Wolfpack also said that it believes the loss of funding for the contracts spurred the exit of the CEO Peter Chapman and insider trading. As per the firm, insiders dumped about $396.6 million in stock.<h2 class="st-heading-2">Other Allegations</h2>The firm alleged that Pentagon was directed to enter the contracts with IONQ via secretive “backdoor earmarks” by politicians friendly to the company.The<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wolfpackresearch.com/items/ionq-has-lost-funding-for-vital-pentagon-contracts-that-had-represented-up-to-86%25-of-revenues-"> report </a>further alleged that IONQ backfilled the lost Pentagon dollars by acquiring non-quantum computing businesses such as Capella, Vector Atomics and ID Quantique.The form also criticized the company’s announced acquisition of Skywater Technology. “Is buying low-margin, highly cyclical businesses like $SKYT really the best use of the billions that IONQ has raised through dilution?,” the firm wrote.<h2 class="st-heading-2">Other Short Seller Reports</h2>Wolfpack is not the first to reveal a short position in IONQ. In March 2025, Kerrisdale Capital issued a short report on the manufacturer of high-performance quantum computers.Kerrisdale then said that IONQ is far from the cusp of a “new era of commercial success” due to its limited error-prone systems. The firm also expressed skepticism regarding the company's exponential growth claims and called out the management’s lack of transparency.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward IONQ stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.A Stocktwits user dismissed the short seller report, instead urging shareholders to hold for a few years.<stembedurl>https://www.stocktwits.com/byethedyp/message/643980985</stembedurl>Another deems the report as confirmation of a “scam.”<stembedurl>https://www.stocktwits.com/Big_Baggies/message/643986121</stembedurl><a href="https://stocktwits.com/symbol/IONQ">IONQ stock</a> has lost 19% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/oncy-stock-rallies-on-second-fast-track-designation-for-experimental-cancer-drug/cZbj4W6R4N5">ONCY Stock Rallies On Second Fast Track Designation For Experimental Cancer Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IONQ Stock Tumbles 12% As Wolfpack Reveals Short Position

Wolfpack said that the quantum computing hardware and software company lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024, leaving a $54.6 million black hole in their bookings in 2025. 

<ul class="summary-bullets"><li>The partnership agreement will also make OpenAI models natively available to Snowflake’s 12,600 global customers.&nbsp;</li><li>RBC Capital called Snowflake’s deal "positive" and said that it reinforces Snowflake's central role in enterprise AI.</li><li>Raymond James kept an ‘Outperform’ rating on Snowflake after the company’s announcement.</li></ul>Shares of Snowflake rose and grabbed investor attention after it announced a multi-year partnership with OpenAI.&nbsp;At the time of writing, Snowflake shares edged higher and were among the top trending stocks on Stocktwits.&nbsp;<h2 class="st-heading-2">Deal Details</h2>The multi-year, $200 million partnership agreement cements Snowflake and OpenAI’s commitment to co-innovation and joint go-to-market (GTM) strategies aimed at deploying AI agents across global enterprises.Snowflake and OpenAI will work closely together to develop and deploy customized AI solutions for joint enterprise customers that deliver tangible return on investment, the statement said.&nbsp;The partnership agreement will also make OpenAI models natively available to Snowflake’s 12,600 global customers within Snowflake Cortex AI across all three major clouds. The partnership also enables global organizations like Canva and WHOOP to bring OpenAI models to their enterprise data for deep research and instant insights.&nbsp;<h2 class="st-heading-2">Wall Street Upbeat</h2>RBC Capital called Snowflake’s deal "positive" and said that it reinforces Snowflake's central role in enterprise AI, builds on its $100 million AI annual recurring revenue momentum, and mirrors its prior Anthropic partnership, highlighting strong growth potential from AI-driven workloads in CY26. RBC Capital has an ‘Outperform’ rating and $300 price target on Snowflake shares.Raymond James also kept an ‘Outperform’ rating on Snowflake after the company’s announcement.Snowflake users can now directly access OpenAI models within Snowflake versus previously accessing OpenAI models via Azure OpenAI Services, the analyst told investors in a research note. The firm believes the pact supports its view that large language model providers will ultimately need to partner in order to penetrate the enterprise.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SNOW trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have risen 9% over the past 12 months.&nbsp; &nbsp;

Snowflake, the cloud computing-based data company that offers cloud-based storage and analytics services, at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 28, 2024. 

Snowflake Shares Are In Investors’ Focus Today – Why Is Wall Street Upbeat After New Announcement?

Snowflake and OpenAI will work closely together to develop and deploy customized AI solutions for joint enterprise customers. 

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