SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as market participants keenly react to Trump's State of the Union address, with community discussion intensely focused on how the speech's rhetoric, covering economic policy, tariffs, and national sentiment, will impact overall market direction and futures activity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to widespread anticipation and highly polarized reactions to Donald Trump's State of the Union address, with community discussions fiercely debating his economic claims, controversial allegations, and potential market impact.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is actively trending following a compelling presentation by Dr. Patrick Soon-Shiong on its 'chemo-free' cancer treatment, Anktiva, fueling community optimism and strong short squeeze speculation. Investors are also closely watching for any potential mention of cancer breakthroughs during the State of the Union address, amplifying conversation around the stock's significant upward momentum.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is intensely discussed, primarily driven by heightened anticipation for pivotal Nvidia earnings, which is fueling broad tech sentiment, while also reacting to political discourse, including tariff discussions from the State of the Union address, leading to mixed community views on its immediate trajectory.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending due to its recent Q4 earnings beat and a rally in shares, driven by increased trading volume, with the community actively debating its high valuation multiples compared to Chipotle against its strong revenue growth, expansion plans, and perceived superior menu offerings.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending due to strong anticipation of a significant power plant contract with Applied Digital for AI data centers, a deal that the community believes is imminent and transformative, positioning BW as a crucial "power now" solution for the rapidly expanding sector.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is highly active as investors navigate immediate market volatility stemming from President Trump's plans for new global tariffs following a Supreme Court ruling, alongside growing geopolitical concerns over escalating US-Iran tensions, all while the community closely watches for shifts in Fed policy and inflation data.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as its forward outlook pressures shares amidst ongoing software sector concerns regarding AI disruption, despite a recent earnings beat and strong AI integration. Community sentiment is divided between those who view the sell-off as a buying opportunity given activist investor backing and those who anticipate continued headwinds for enterprise software.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul><p>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;</p><p>The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;</p><h2 class="st-heading-2">Q4 Earnings</h2><p>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;</p><p>Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;</p><p>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</p><p>It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.</p><h2 class="st-heading-2">Outlook</h2><p>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;</p><p>Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;</p><p><stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl></p><p>Another user said that the turnaround of ENPH is ‘well underway’.</p><p><stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl></p><p>Shares in the company have fallen 37% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

Equity

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 


<ul class="summary-bullets"><li>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million.</li><li>Teradyne CEO Greg Smith said that in 2026, the company expects year-over-year growth across all of its businesses, with strong momentum in compute, driven by AI.&nbsp;</li><li>Teradyne’s revenue guidance for the first quarter of 2026 is $1.15 billion to $1.25 billion.&nbsp;</li></ul><p>Shares of Teradyne (TER) rallied more than 20% during extended hours of trading on Monday after the company posted fourth quarter (Q4) earnings that beat analyst estimates, according to data from Fiscal.ai.&nbsp;</p><p>The company said Q4 growth was driven by strong AI-related demand in compute and memory.&nbsp;</p><h2 class="st-heading-2">Upbeat Results</h2><p>Teradyne’s net income in Q4 2025 was $283.0 million, or $1.80 per diluted share, jumping nearly 90% from the year-ago quarter and surging past analyst estimates of $1.36 per share, as per Fiscal.ai.&nbsp;</p><p>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million. Of the total revenue, $883 million came from its Semiconductor Test segment, $110 million came from Product Test, and $89 million from Robotics.&nbsp;</p><p>“Our Q4 results were above the high end of our guidance range, fueled by AI-related demand in compute, networking and memory within our Semi Test business. Across all of our business groups – Semi Test, Product Test, and Robotics – we experienced sequential growth, and at the company level we achieved 13% growth in 2025,” said Teradyne CEO, Greg Smith.&nbsp;</p><h2 class="st-heading-2">Outlook</h2><p>The company provided guidance for the first quarter of 2026, with revenue expectations of $1.15 billion to $1.25 billion, and adjusted net income of $1.89 to $2.25 per diluted share.</p><p>“In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI,” Smith said.&nbsp;</p><h2 class="st-heading-2">Upbeat Analyst</h2><p>Earlier on Monday, Evercore ISI raised the price target on Teradyne to $280 from $200 and kept an ‘Outperform’ rating on the shares.&nbsp;</p><p>The firm said that it believes the fundamentals on Teradyne are positive, as it sees multiple paths for upside to estimates, according to TheFly. With near-term strength in compute, and high bandwidth memory test revenue as well as 2026 growth led continued strength in compute, with added benefit from potential market share gain in merchant GPU, the analyst told investors in a research note.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘extremely bullish’ territory amid ‘extremely high’ message volumes.</p><p>Shares of the company have jumped 122% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-shares-are-tumbling-today-as-focus-shifts-to-earnings/cZbgUUKR4ku">Snap Shares Are Tumbling Today As Focus Turns To Q4 Earnings – What Are Investors Expecting?</a></p><p>&nbsp;</p>

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

Teradyne Stock Rockets 20% Today – What’s Driving The Rally?

The company said fourth-quarter earnings growth was driven by strong AI-related demand in compute and memory. 

Should You Invest in the Invesco S&P 500 Equal Weight Technology ETF (RSPT)?

In this photo illustration, a person holds a smartphone displaying the logo of Texas Instruments, with the red logo featuring the state of Texas, on July 19, 2025, in Chongqing, China. 

TXN Shares Soar 8% After Hours: What’s Driving Investor Optimism Despite Q4 Earnings Miss?

The semiconductor company now expects Q1 earning per share in the range of $1.22-$1.48, above an analyst estimate of $1.25 at the midpoint. 

<ul class="summary-bullets"><li>RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</li><li>Barclays said that the recent recovery in DRAM spending makes the shares attractive.</li><li>AMAT shares are on track to open at their highest ever levels.</li></ul><p>Applied Materials (AMAT) tracked the interest in the semiconductor sector on Thursday, with the stock jumping 8% in pre-market trading. It is on track to open at its&nbsp;highest-ever levels following a slew of favourable brokerage action and Taiwan Semiconductor Manufacturing Co’s (TSMC) increased expenditure forecast, following a smashing fourth-quarter (Q4) earnings report.</p><h2 class="st-heading-2"><strong>What Are The Brokerages Saying?</strong></h2><p>RBC Capital initiated coverage of Applied Materials with an ‘Outperform’ rating and a price target of $385, an 18% upside to the current premarket price of $325.4, according to The Fly. The stock beat the SOX index (PHLX Semiconductor Sector) last year but trailed U.S. equipment peers, weighed down by China-related headwinds, softer spending on mature nodes, and potential share losses. Despite this, the RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</p><p>Barclays upgraded the stock to ‘Overweight’ from ‘Equal Weight’ and raised the price target to $360 from $250. Analyst Tom O'Malley said that the recent recovery in DRAM spending makes the shares attractive, with AMAT’s exposure to the memory market turning more favorable in 2026.</p><p>Wells Fargo raised Applied Materials' price target to $350 from $290, and maintained an ‘Overweight’ rating.</p><h2 class="st-heading-2"><strong>TSMC Raises 2026 CAPEX Plans</strong></h2><p>Applied Materials, a chip equipment maker and a key supplier for TSMC, is also likely to benefit from the largest semiconductor manufacturer in the world increasing its capital expenditure for 2026 by 37% to $56 billion.</p><p>Applied Materials also found favour with firms including Stifel, Bank of America (BoFA), and Bernstein, who expect the company to benefit from the increased expenditure in the semiconductor wafer fab equipment market.</p><h2 class="st-heading-2"><strong>How Did Retail React?</strong></h2><p>Retail sentiment for <a href="https://stocktwits.com/symbol/AMAT">AMAT</a> on Stocktwits remained in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.</p><p><img src="https://news.stocktwits-cdn.com/AMAT_jpg_109d275ba8.webp" alt="AMAT.jpg"></p><p>The stock has gained around 76% over the past year.</p><p><strong>Read also: </strong><a href="https://stocktwits.com/news-articles/markets/equity/blackrock-q4-results-beat-estimates-stock-rises/cmU1SKBR47A"><strong>BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Stock Is Breaking Out – Here’s What Changed

Applied Materials Inc Stock - Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

AMAT Stock Surges Toward All-Time Highs On TSMC Spending Signal, Wall Street Optimism

Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

<ul class="summary-bullets"><li>The solution helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.</li><li>Teradyne earlier said it is opening a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.</li></ul><p>Teradyne Robotics shares rallied to all-time high on Tuesday after it unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.&nbsp;</p><p>The solution combines Robotiq’s PAL Ready palletizing cell with Teradyne Robotics’ unit Universal Robots’ UR20 robot arm, which is integrated into Siemens’ automation hardware and uses its new digital twin composer software, the company said in a statement. &nbsp;</p><p>It helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.&nbsp;</p><p>“Our work with Robotiq and Universal Robots exemplifies what can happen when you mix together advanced automation and real-time digital twins with the power of industrial AI,”said Stuart McCutcheon, global vice president of sales and customer success, Siemens.</p><h2 class="st-heading-2">U.S. Expansion</h2><p>Teradyne in December announced that it is expanding its operations in the United States. It said it will open a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.&nbsp;</p><p>The new U.S. Operations Hub will support the re-industrialization of America with advanced robotics. The company is seeking to support the evolving needs of American industry, including productivity, reshoring, upskilling, and increased automation to address workforce challenges and enhance global competitiveness.</p><p>“This new U.S. Operations Hub is a pivotal step to support the growth of advanced robotics in America and demonstrates our commitment to customers in the United States,” said Jean-Pierre Hathout, President of the Teradyne Robotics Group.</p><p>Teradyne already has a large robotics customer base in North America and a regional robotics office in Novi, Michigan. The company is based in North Reading, Massachusetts with its robotics Research and Development based in Denmark.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in Teradyne have surged nearly 69% in the past one year.&nbsp;<br>&nbsp;</p>

A boxing robot makes appearance at the opening ceremony of the 7th Beijing Academy of Artificial Intelligence (BAAI) Conference on June 6, 2025 in Beijing, China. 

Teradyne Shares Soars To All-Time High — What’s Driving The Rally?

Teradyne on Tuesday unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.

Is Invesco S&P 500 Equal Weight Technology ETF (RSPT) a Strong ETF Right Now?

<ul class="summary-bullets"><li>B. Riley has maintained a “Buy” rating on the stock.</li><li>The firm told investors in a research note that Lam Research's "superior" memory exposure and Etch leadership offer outsized leverage to accelerating memory wafer fab equipment spend.&nbsp;</li><li>Mizuho has also raised its price target on the stock to $200 from $170.</li></ul><p>Shares of semiconductor equipment maker Lam Research (<a href="https://stocktwits.com/symbol/LRCX">LRCX</a>) rose more than 9% on Thursday after analysts at B.Riley raised their price target on the stock to $195 from $180 and kept a “Buy” rating.&nbsp;</p><p>According to TheFly, B. Riley told investors in a research note that Lam Research's "superior" memory exposure and Etch leadership offer outsized leverage to accelerating memory wafer fab equipment (WFE) spend.&nbsp;</p><p>Shares of Lam Research have more than doubled so far in 2025, driven by rising chip demand and the global adoption of AI.&nbsp;</p><p>Demand for equipment used to make computer chips is expected to rise in the coming years as chipmakers continue to expand capacity to meet increasing demand driven by the adoption of artificial intelligence. It is set to benefit companies like Lam Research, which have been spending heavily to expand the supply of its wafer fab equipment.&nbsp;</p><p>Industry group SEMI said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semi.org/en/semi-press-release/global-semiconductor-equipment-sales-projected-to-reach-a-record-of-156-billion-dollars-in-2027-semi-reports">report</a> that growth in global sales of semiconductor manufacturing equipment by OEMs is projected to reach a record high of $133 billion in 2025, with projections of $145 billion in 2026 and $156 billion in 2027.</p><h2 class="st-heading-2"><br>Mizuho Take</h2><p>Mizuho analyst Vijay Rakesh, who has also raised the price target on the stock to $200 from $170, said that the firm sees upside to the 2026 wafer fab equipment estimate, and the improving WFE outlook is positive for Lam Research.&nbsp;</p><p>Lam Research has forecasted its second-quarter revenue above estimates, according to the data from Fiscal.ai. It expects second-quarter (Q2) revenue of $5.20 billion, plus or minus $300 million, with the higher end above analyst estimates of $5.23 billion.&nbsp;</p><h2 class="st-heading-2"><br>How Did Stocktwits Users React?</h2><p>On Stocktwits, the retail sentiment around LRCX remained ‘bullish’, and message volume remained ‘high’.&nbsp;<br>&nbsp;</p><figure class="image"><img style="aspect-ratio:798/100;" src="https://news.stocktwits-cdn.com/Capture_5_PNG_dc9038d327.webp" alt="the retail sentiment around LRCX remained ‘bullish’, and message volume remained ‘high’." width="798" height="100"></figure><p>LRCX stock has gained over 125% this year.</p>

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Lam Research Stock Saw A Price Target Hike From B. Riley – What’s The Driving Factor?

B. Riley raised its price target on Lam Research to $195 from $180.

Capturing AI Gains Without Overexposure: ETFs to Consider

As AI continues to power market momentum, a diversified approach is key. Here are some ETFs that can help investors benefit from the AI rally without overexposure.

<ul class="summary-bullets"><li>The company reported Q4 revenue of $9.7 billion, below analyst estimates, as server and hybrid cloud revenue took a dip.&nbsp;</li><li>Adjusted earnings per share for Q4, however, came in at $0.62, above the company’s outlook range of $0.56 - $0.60, and beat Wall Street expectations of $0.58.&nbsp;</li><li>For the first quarter of fiscal 2026, the company expects revenue to be in the range of $9 billion to $9.4 billion, below an analyst estimate of $9.9 billion.&nbsp;</li></ul><p>Shares of Hewlett Packard Enterprise Co (HPE) fell 8% after-hours on Thursday after the information technology company reported mixed fourth quarter (Q4) earnings and provided fiscal 2026 first quarter (Q1) revenue guidance that disappointed investors.</p><p>The stock closed 3% higher on Thursday.</p><h2 class="st-heading-2">Q4 Earnings</h2><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hpe.com/us/en/newsroom/press-release/2025/12/hpe-reports-fiscal-2025-fourth-quarter-results.html">reported</a> Q4 revenue of $9.7 billion, marking a growth of 14% year-on-year in dollars, but below an analyst estimate of $9.91 billion, according to data from Fiscal AI. This was primarily due to a 5% drop in the company’s server revenue to $4.5 billion, and a 12% drop in hybrid cloud revenue to $1.4 billion which was partially offset by a 150% jump in networking revenue to $2.8 billion.</p><p>Adjusted earnings per share, however, came in at $0.62, above the company’s outlook range of $0.56 - $0.60, and beat Wall Street expectations of $0.58.</p><h2 class="st-heading-2">Outlook</h2><p>For the first quarter of fiscal 2026, the company expects revenue to be in the range of $9 billion to $9.4 billion, below an analyst estimate of $9.9 billion. Adjusted earnings is expected to be in the range of $0.57 to $0.61, above an estimated $0.54.</p><p>The company also hiked its fiscal 2026 adjusted earnings outlook to a range of $2.25 to $2.45 per share and raised the midpoint of free cash flow guidance, now expected to be in the range of $1.7 billion to $2 billion. HPE also affirmed its revenue growth estimate of 17% to 22%.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around HPE jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p>According to a Stocktwits user, the earnings are a reminder that AI server boom doesn’t imply straight line revenue growth. “Our model shows the market had started to price HPE as a clean AI-infrastructure winner; today’s print says it’s really a networking-centric, project-driven story with lumpy recognition and execution risk,” they said.</p><p><stembedurl>https://stocktwits.com/PickAlpha/message/638231936</stembedurl></p><p>Another user opined that the stock is due for a “big drop” on the earnings.</p><p><stembedurl>https://stocktwits.com/FractionalShareWhale/message/638223884</stembedurl></p><p><a href="https://stocktwits.com/symbol/HPE">HPE stock</a> has gained 7% this year and about 5% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 In this photo illustration, the logo of Hewlett Packard Enterprise Company (HPE) is displayed on a smartphone screen.

Hewlett Packard Enterprise Stock Tumbles After-Hours On Mixed Q4 Earnings, Weak Quarterly Revenue Forecast 

 The company, however, hiked its fiscal 2026 adjusted earnings outlook to a range of $2.25 to $2.45 per share and raised the midpoint of free cash flow guidance.

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

RSPT
Invesco S&P 500 Equal Weight Technology ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest RSPT News

RSPTInvesco S&P 500 Equal Weight Technology ETF