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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant volatility driven by a combination of geopolitical tensions, including concerns over Middle Eastern supply chains, and legal headwinds stemming from a jury verdict regarding past investor disclosures. Market participants are actively debating the company's long-term outlook, with discussion focused on the potential impact of high-cost 'Terafab' infrastructure plans on future profitability versus the long-term potential of its AI and robotics initiatives.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna is surging as a primary beneficiary of the ongoing Middle East energy crisis, with the community closely tracking the potential for a massive short squeeze driven by extremely low float and record-breaking volume. Investors are hyper-focused on the company's natural gas assets in Italy as a critical energy security play, while the message boards are buzzing with intense debate over potential warrant exercises and whether the stock's momentum can mirror past sector runners.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending as geopolitical volatility in the Middle East intensifies following a high-stakes 48-hour ultimatum by the U.S. regarding the Strait of Hormuz. The community is actively debating whether energy prices will continue to spike due to potential supply infrastructure disruptions or if the market has already reached a short-term peak as diplomatic chatter and military deployment news create deep uncertainty.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing a sharp, volatile sell-off as investors pivot away from traditional safe-haven assets toward energy and equities amid ongoing conflict in the Middle East and rising U.S. Treasury yields. The community is actively debating whether this decline represents a manipulative 'rug pull' by institutions or a broader liquidity crisis, with many traders questioning the asset's traditional role as an inflation hedge while simultaneously scouting for 'buy the dip' opportunities.

Guardian Metal Resources Plc engages in mining activities in the jurisdiction of Nevada. It focuses on making strategic metal discoveries across its broad project portfolio. Its projects include Pilot Mountain, Tempiute, Golconda, Garfield, Kibby Basin, and Stonewall. The company was founded on April 22, 2021 and is headquartered in London, the United Kingdom.

Guardian Metal Resources Plc - ADR

Guardian Metal Resources

Guardian Metal Resources is attracting intense community interest as it transitions to regular-way trading on the NYSE American, with investors speculating on potential momentum and liquidity swings associated with its low-float IPO status. Market participants are actively monitoring brokerage data and share availability while weighing the company's prospects within the broader metals mining sector.

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

Market participants are reacting to the intensifying geopolitical standoff between the U.S. and Iran following a 48-hour ultimatum, driving significant volatility and concerns over energy security. The community is actively debating the potential for a market reversal, with many traders analyzing technical support levels and hedging strategies while clashing over the broader implications of these tensions on global economic stability.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining is actively trending as investors react to its record-breaking Q4 earnings, which featured significant revenue growth, a substantial dividend hike, and plans for a North American asset IPO. The community is focused on Barrick's robust cash flow and its strategic move to unlock value via the NewCo spinoff, despite ongoing discussions regarding production headwinds and the broader gold mining sector's volatility.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending following news that Elliott Investment Management has built a multibillion-dollar stake in the company, with investors discussing the potential for the activist fund to push for better monetization and improved margins. The community is actively debating the company's valuation relative to the broader semiconductor sector and whether it can effectively leverage its AI-driven design tools to maintain its market position.

Alcoa Corp. engages in the bauxite mining, alumina refining, and aluminum smelting and casting. It operates through the Alumina and Aluminum segments. The Alumina segment consists of a refining system, including the mining of bauxite, which is then refined into alumina, a compound of aluminum and oxygen that is the raw material used by smelters to produce aluminum metal. The Aluminum segment is composed of smelting and casthouse system. The company was founded by Charles Martin Hall on July 9, 1886 and is headquartered in Pittsburgh, PA.

Alcoa Corp

Alcoa is trending as investors react to a significant escalation in U.S. metal tariffs and ongoing supply chain uncertainties impacting the aluminum sector. Community discussion is heavily focused on the stock's volatility and the conflicting perspectives on whether these trade barriers provide a long-term domestic advantage or create unsustainable cost pressures.

Crane Harbor Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on January 2, 2025 and is headquartered in Philadelphia, PA.

Crane Harbor Acquisition Corp. - Ordinary Shares - Class A

Crane Harbor Acquisition Corp.

Crane Harbor Acquisition Corp. is trending as shareholders prepare for the upcoming merger with Xanadu Quantum Technologies, which is set to establish the company as the first publicly traded pure-play photonic quantum computing firm. Investors are actively discussing the potential for a low-float volatility squeeze and are monitoring the company's notable strategic partnerships and potential government funding as it transitions to the XNDU ticker.

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<ul class="summary-bullets"><li>One Stop Systems reported a net profit for the second quarter in a row, while Q4 sales jumped 70%.</li><li>The company divested its industrial hardware distribution and integration business, Bressner Technology, in the quarter.</li><li>Retail sentiment for OSS on Stocktwits turned ‘bullish.’</li></ul>One Stop Systems (OSS) extended its rally on Wednesday, climbing 5% after posting a profit and record margins, underscoring that its pivot toward the defense market is paying off. OSS shares gained 0.4% in overnight trading.One Stop Systems, which specializes in rugged GPU servers and flash storage systems built for battlefield environments, has recently come onto investors’ radar as the U.S. conflict with Iran and heightened military activity in regions such as Venezuela drive renewed interest in defense-linked suppliers.The company’s hardware is used in combat vehicles, naval systems, and sensor-processing platforms.“We are seeing robust demand across our defense and commercial markets... Our defense and national security opportunities continue to grow as our ruggedized AI compute platforms gain traction across additional military programs and autonomous systems." CEO Mike Knowles said in a statement.<h2 class="st-heading-2">OSS Reports Second Profitable Quarter</h2>One Stop Systems’ fourth-quarter revenue surged 70% to $12 million, according to results published on Wednesday. It posted a net profit of $2 million, compared to a net loss of $3.4 million in the year-ago quarter, while gross margins increased to a record 49.6% from 2.5%.In the quarter, the company sold off its industrial hardware distribution and integration business, Bressner Technology.&nbsp;“We believe these results capped off a transformative year and enabled the opportunistic $22.4 million sale of Bressner in December, which helped to streamline our business, strengthen our balance sheet, and allow us to focus on higher-margin, higher-growth opportunities within our core-rugged Enterprise-Class compute markets,” Knowles said.<h2 class="st-heading-2">Retail View On OSS</h2>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OSS">OSS</a> shifted to ‘bullish’ from ‘neutral,’ with an over 230% rise in 24-hour message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_at_12_44_07_PM_png_cd55bd955a.webp" alt="Screenshot 2026-03-19 at 12.44.07 PM.png" width="631" height="84"><figcaption>OSS sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Some users, however, expressed concern that the stock is susceptible to manipulation from large investors given its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/scotchyboy/message/647871838">low float</a>. Meanwhile, Alliance Global raised its price target on the stock to $13 from $9, and kept a ‘Buy’ rating.&nbsp;Last month, One Stop Systems&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oss-stock-surges-today-what-is-fueling-the-rally/cZRk2BHR4DI">bagged</a> $10.5 worth of contracts from the U.S. Navy and a major U.S.-based defense contractor, and drove shares higher. The stock is up 57% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figma-shares-plunge-after-google-revamps-ai-design-tool-stitch/cZ3aJvqRIWZ">Figma Shares Plunge After Google Revamps AI Design Tool Stitch</a>

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Extends Rally To Third Day As Defense Contracts, $22M Divestiture Drive Profitability, Record Margins

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.

Why This Micro-Cap AI Defense Play Has Extended Rally For Third Session

Equity

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.


Defense ETFs to Rally as Geopolitical Tensions Show No Signs of Cooling

Defense ETFs gain appeal as geopolitical tensions and rising global military spending boost the sector's outlook and reinforce a long-term rearmament trend.

<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

<ul class="summary-bullets"><li>The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.&nbsp;</li><li>The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.&nbsp;</li><li>Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth.</li></ul>Shares of Voyager Technologies, Inc. (VOYG) slipped 2% in Monday’s post-market hours after the company reported fourth-quarter (Q4) results that were below Wall Street expectations.The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai.The company also reported adjusted loss per share of $2.05, while consensus estimates reported an expectation of loss per share of $0.36.<h2 class="st-heading-2">Other Details</h2>Meanwhile, Voyager said that it expects total revenue for 2026 to be in the range of $225 million to $255 million, a 35% to 53% year-over-year growth. At the midpoint, this is higher than Street expectations of $231.81 million, as per data from Fiscal.ai.The company also said that it had a record year-end total backlog of $265.6 million in 2025, a 33% increase over the prior year.Voyager’s Starlab had also achieved 10 NASA milestones in 2025, with four of these occurring during Q4, taking the total milestones to 31 till date, as per the company. For this, the company had received $56 million in 2025 and $183.2 million till date in cash milestone proceeds.“Demand across defense, national security and space continues to accelerate and we are investing to address that increasing demand,” said CEO Dylan Taylor.“Starlab accomplished meaningful milestones, ending the year with the completion of our commercial Critical Design Review, validating the maturity of the program as we transition to full system procurement and development. With record backlog, enhanced capabilities, and ample liquidity, we are entering 2026 from a position of strength — focused on converting accelerating demand into sustained revenue growth and long-term shareholder value,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VOYG">VOYG shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One user appreciated the results, adding that the backlog represents U.S. government defense contracts, not informal agreements.<stembedurl>https://stocktwits.com/zannnn/message/647049051</stembedurl>&nbsp;However, another user pointed out that backlogs are not inventory, adding that they could turn into a “lack of ability” to convert to cash.<stembedurl>https://stocktwits.com/Jysun/message/647048144</stembedurl>Meanwhile, shares of VOYG have declined over 52% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Voyager Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

VOYG Shares Decline On Double Q4 Miss Despite Record 2025 Backlog

The defense and space tech company posted Q4 revenue of $46.7 million, compared with analysts’ estimates of $48.07 million, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>Mobix Labs said it will supply components that help protect Gulfstream aircraft electronics from electromagnetic interference.</li><li>Management expects more Gulfstream deals to follow the production purchase orders.</li><li>MOBX shares closed around 533% higher on Tuesday on securing a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.</li></ul>Mobix Labs Inc. (MOBX) generated retail buzz yet again, as the stock gained around 30% on Thursday after the company announced it had received new production purchase orders for electronic components used in Gulfstream aircraft.This follows a massive rally on Tuesday, when <a href="https://stocktwits.com/symbol/MOBX">MOBX shares</a> closed around 533% higher after the company <a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobx-stock-soar-pre-market-today/cZdeW5hRIPI">announced</a> a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.<h2 class="st-heading-2">Mobix To Supply Components To Block Electromagnetic Interference</h2>Mobix Labs said the orders are tied to ongoing aircraft production and will support near-term manufacturing schedules. The components help protect aircraft electronics from electromagnetic interference and ensure operations of systems such as navigation, communications, and avionics.“Mobix Labs is already integrated into Gulfstream aircraft programs, and as aircraft production continues, new orders for our proven high-reliability components typically follow,” said Phil Sansone, CEO of Mobix Labs.Gulfstream aircraft are manufactured by Gulfstream Aerospace, a unit of the NYSE-listed <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The stock has been in the spotlight lately, with retail sentiment on Stocktwits remaining ‘extremely bullish’ since the Tomahawk program order on Tuesday. Chatter on the platform has been ‘extremely high’ too.<img src="https://news.stocktwits-cdn.com/MOBX_jpg_06c2794c04.webp" alt="MOBX.jpg">One user believes additional deals may already be in the pipeline.<stembedurl>https://stocktwits.com/Rod92/message/646668865</stembedurl>Another user expects the next parabolic small-cap stock move could come from a low-float defense company like Mobix.<stembedurl>https://stocktwits.com/SpudZone/message/646669829</stembedurl>A bullish user said the stock may see a 10x jump in the short term.<stembedurl>https://stocktwits.com/newsychatter/message/646666832</stembedurl>Around 145 million shares changed hands within half an hour of the opening bell on Thursday, compared to an average volume of around 27 million, according to Stocktwits data.<h2 class="st-heading-2">Mobix’s Defense Push</h2>Mobix Labs has been increasingly expanding its presence in the defense market. The company’s technologies are already used in major military platforms, including the F-22 Raptor fighter jet, Apache helicopters, and missile systems.On Tuesday, the company said it will supply filtering components that protect onboard electronics from electromagnetic interference in the Tomahawk cruise missile, a long-range U.S. military weapon typically launched from Navy ships and submarines.Last month, Mobix Labs received FAA certification for its next-generation drone-based airborne sensing platform.Year-to-date, the stock has gained 280%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/usa-rare-earth-texas-mineral-73-million-round-top-deal/cZdQrvNRI3d">USA Rare Earth Makes $73 Million Bid For Texas Mineral To Develop Round Top Rare Earth Project</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth

Mobix Labs said it received new production purchase orders for electronic components used in Gulfstream aircraft.

MOBX Stock Jumps 30% Just Days After A Six-Fold Surge – Retail Sees Parabolic Run

<ul class="summary-bullets"><li>Under the licensing agreement, America First Defense will further develop and commercialize the technology.&nbsp;</li><li>America First Defense products include counter-drone systems and a biomimetic soft robotics platform.</li><li>Last month, Gaxos.ai partnered with ByteDance’s unit to gain preferred pricing and early access to BytePlus’ advanced video generation models.</li></ul>Shares of Gaxos.ai (GXAI) surged more than 50% on Thursday after the company said America First Defense, in which it holds a 20% stake, secured a license for the Detachable Drone Highjacker, a drone-mounted electronic warfare system designed to counter hostile drones.The Detachable Drone Highjacker operates by attaching to a friendly drone to target and neutralize enemy unmanned aircraft systems through cyber operations rather than traditional signal jamming.Under the licensing agreement, America First Defense plans to further develop and commercialize the technology for defense, security, and critical infrastructure protection applications.America First Defense is a technology company developing next-generation security platforms for both air and ground operations. Its products include a counter-drone system that can disable hostile UAVs through targeted cyberattacks without&nbsp;widespread jamming, and a biomimetic soft robotics platform for low-detection ground and subsurface missions.<h2 class="st-heading-2">Gaxos’ Tik-Tok Partnership And AWS Investment</h2>Last month, Gaxos.ai partnered with BytePlus, the enterprise technology unit of ByteDance, the parent company of TikTok, to gain preferred pricing and early access to BytePlus’ advanced video generation models. Gaxos.ai said the collaboration is expected to reduce infrastructure costs, improve scalability, and support stronger margins while boosting monetization through Art-Gen’s subscription and credit-based services.Recently, the company announced that Amazon Web Services (AWS) will fund early development of its AI-powered sales coaching platform, Gaxos Labs, which will provide real-time call transcription, automated insights, and post-call analytics.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>While retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, chatter was mixed.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_fdb00768bc.webp" alt="GXAI.jpg">One user expects the stock to surge to $10 due to the deal.<stembedurl>https://stocktwits.com/mrtallman/message/646689927</stembedurl>Another user said it was just “hype.”<stembedurl>https://stocktwits.com/VinDoesStocks/message/646682517</stembedurl>Year-to-date, the stock has gained 75%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mobix-labs-mobx-stock-surges-gulfstream-order/cZdQwHURI30">This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gaxos AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did GXAI Stock Surge Over 50% Today?

America First Defense, a company in which Gaxos holds a 20% stake, secured a license for a drone-mounted electronic warfare system.

<ul class="summary-bullets"><li>Fourth-quarter revenue came in at $27.3 million, below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data.</li><li>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8, citing lower sales estimates.</li><li>Cantor Fitzgerald reduced its price target to $5 from $6 and maintained a ‘Neutral’ rating.</li></ul>Shares of BigBear.ai Holdings Inc. (BBAI) were in the spotlight on Tuesday after a wave of bearish brokerage reactions to its fourth-quarter results and fiscal 2026 outlook weighed on investor sentiment.The company reported a 38% fall in fourth-quarter (Q4) revenue to $27.3 million, falling below Wall Street’s estimates of $33.3 million, according to Fiscal.ai data. BigBear.ai said the revenue decline was primarily due to lower volume on Army programs.The company posted a net loss of $5.8 million, or $0.01 per share, compared to consensus estimates of a loss of $0.05 per share.Looking ahead, BigBear.ai expects full-year 2026 revenue between $135 million and $165 million, implying around 17% growth at the midpoint compared with 2025 revenue of $128 million. Shares of <a href="https://stocktwits.com/symbol/BBAI">BigBear.ai Holdings</a> Inc. (BBAI) slid around 8% on Tuesday.<h2 class="st-heading-2">Analyst Cites FY2026 Sales Estimate For Price Cut</h2>H.C. Wainwright cut its price target on BigBear.ai to $6 from $8 and kept a ‘Buy’ rating post the Q4 report, according to The Fly. The firm said recent balance sheet improvements offer greater flexibility to support future growth, but slashed the target due to lower sales estimates.Cantor Fitzgerald reduced its price target on BigBear.ai to $5 from $6 and maintained a ‘Neutral’ rating. The firm noted that while fourth-quarter results were solid, revenue declined 37.7% to $27.3 million, largely due to disruptions in certain Army contracts and broader federal shutdown-related headwinds.Over the last couple of months, BigBear.ai took steps to strengthen its balance sheet by significantly reducing its outstanding convertible debt. In January, the company called for the redemption of its 6.00% convertible senior secured notes due 2029 and said it expects to reduce total note-related debt from about $142 million to roughly $17 million.Separately, BigBear.ai also completed its $250 million cash acquisition of Ask Sage, a generative AI platform for defense and intelligence markets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.However, chatter has been largely bearish, with one user noting deteriorating earnings “despite a backlog that seemed to promise great results.”<stembedurl>https://stocktwits.com/Cerberus_79/message/646398153</stembedurl>Another bearish user expects the stock to “bleed slowly” and fall under $2. It is currently trading around $3.8.<stembedurl>https://stocktwits.com/nostoplosss/message/646397835</stembedurl>The stock has been under heavy selling pressure so far in 2026, slumping more than 32%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tbph-stock-slumps-theravance-misses-primary-endpoint-phase-3-study/cZdeSXwRIPL">TBPH Stock Slumps 30%, Falls Below 200-DMA For First Time In Over 9 Months As Phase 3 Study Misses Primary Endpoint</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BBAI Stock Slides 8% – Analyst Flags Soft Sales Estimate, Retail Expects A Further 50% Slump In Share Price

Brokerages cut the stock’s price target after the company reported a 38% decline in fourth-quarter revenue.

<ul class="summary-bullets"><li>Rosenblatt increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating.</li><li>The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;</li><li>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could increase demand for integrated defense software solutions.</li></ul>Rosenblatt Securities has lifted its outlook on Palantir Technologies Inc. (PLTR), citing geopolitical turmoil and shifting U.S. government AI policies as factors that could strengthen the company’s competitive standing in defense and intelligence markets.The firm increased its price target on Palantir shares to $200 from $150 and reiterated a ‘Buy’ rating, according to TheFly. The new price target implies a potential 38% upside to the stock’s closing price on Monday.&nbsp;<h2 class="st-heading-2">Palantir To Gain From Anthropic Phase Out&nbsp;</h2>According to Rosenblatt, the U.S. government has directed agencies to wind down their use of Anthropic’s large language models over a six-month period. The analyst said that the timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.The observation comes after U.S. President Donald Trump directed federal agencies on Friday to stop using technology from the artificial intelligence startup Anthropic.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 2% lower on Tuesday morning. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_091217_png_fd64216683.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="927" height="94"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Defense Demand In Focus</h2>Rosenblatt believes that mounting instability in the Middle East and broader global security concerns could accelerate demand for integrated defense software solutions. The firm pointed to a July agreement in which the U.S. Army consolidated 75 separate contracts into a single deal with Palantir, suggesting similar large-scale arrangements may follow.Over time, the firm thinks the Middle East conflict is ‘likely to highlight the strength and leverage of Palantir's solution vs. just another LLM,” Rosenblatt added.&nbsp;PLTR stock has gained over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-pins-stock-gain-pre-market-today/cZdeLdqRIPJ">Why Did PINS Stock Gain 8% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength

The firm said that the Anthropic phase-out timeline provides “ample time” for agencies to transition to alternative systems compatible with Palantir’s platforms.

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

<ul class="summary-bullets"><li>The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference.</li><li>The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal.</li><li>The order helps support near-term production schedules, the company added.</li></ul>Shares of Mobix Labs, Inc. (MOBX) surged nearly 325% on Tuesday, after the company announced that it received a major production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program, amid an escalating conflict between the U.S., Iran, and Israel.The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference during operation. The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal and is typically launched from Navy surface ships and submarines.“This order reflects active, ongoing production demand within an operational U.S. Navy weapons platform. We are already integrated into the Tomahawk program, and as production volumes increase, demand for our proven high-reliability filtering component increases alongside it,” said Phil Sansone, CEO of Mobix Labs.The order helps support near-term production schedules, the company added.<h2 class="st-heading-2">FAA Approves Airborne Sensing Platform</h2>Last month, Mobix Labs received Federal Aviation Administration (FAA) certification for its next-generation drone-based airborne sensing platform, marking a major step toward commercialization. With approval in place, the company has started expanding field operations and launching customer pilot programs.Developed by its Wireless Division, RaGE Systems, the platform combines multi-sensor technology, onboard computing, autonomous flight software, and real-time analytics.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/MOBX">MOBX</a> on Stocktwits flipped to 'extremely bullish' from 'bearish,' amid 'extremely high' message volumes.One user expects the stock to climb to $4 by mid June or July.<stembedurl>https://stocktwits.com/Eardane/message/646464155</stembedurl>Another user expects volumes to exceed over a billion shares.<stembedurl>https://stocktwits.com/Fire_Truck/message/646465733</stembedurl>836 million shares changed hands &nbsp;at the time of writing, far exceeding the average daily volumes of around 27 million.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MOBX Stock Soar 325% Today?

The company announced that it has received a production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program.

Current Price	$73.14
Prev Close	$75.88
Open	$75.06
Dividend Yield	N/A
50-Day Moving Average	$75.33
Beta	N/A
Avg. Volume	1.44M
PE Ratio	N/A

52-Week High	$78.49
52-Week Low	$42.01
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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