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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is a top trending stock as its latest earnings results and outlook have fueled significant investor frustration and concerns over continued share dilution needed to fund upcoming vehicle platforms. The community is actively debating the company's persistent cash burn and leadership uncertainty, leading to a largely pessimistic sentiment for the luxury EV manufacturer amidst a challenging sector.

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 Inc is trending as its latest earnings, which beat estimates, were met with a significant sell-off after the company issued a lower-than-anticipated subscription revenue forecast, intensifying community debate over AI's potential disruption to the software sector and future growth.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending following robust preliminary Q4 and full-year 2025 results showcasing substantial revenue growth and record total contract value, which is fueling bullish analyst upgrades and reported institutional buying. Despite mixed market reactions and discussions around profitability, many in the community are actively buying dips amidst high short interest in the AI-driven healthcare platform.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent financial results that surpassed revenue expectations and offered optimistic guidance, fueling discussions around its advanced GaN and SiC power platforms crucial for next-gen AI data centers. The community is actively weighing the immense potential of its technology and perceived positioning within the NVIDIA ecosystem against persistent concerns regarding a lack of definitive, revenue-generating contracts.

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 following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

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<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.

Equity

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



<ul class="summary-bullets"><li>Domino’s reported a 3.7% year-on-year increase in same-store sales in the U.S. in Q4, while international same-store sales rose 0.7% YoY.</li><li>The firm estimated that it will “meaningfully” increase its market share in the U.S. QSR pizza category in 2026, which is itself continuing to grow.</li><li>Its topline growth during the quarter was driven primarily by higher supply chain revenues, franchise advertising in the U.S., and franchise royalties and fees, the company added.</li></ul>Domino’s Pizza Inc. (DPZ) shares popped nearly 6% in Monday’s pre-market trade after the company’s fourth-quarter (Q4) results showed the company gained market share in the U.S. thanks to its “Hungry for More” strategy.Domino’s reported earnings per share (EPS) of $5.35 on revenue of $1.54 billion, compared to estimates of an EPS of $5.38 on revenue of $1.52 billion, according to Stocktwits data.The company said that its market share in the U.S. increased by another point, keeping it ahead of the Quick Service Restaurant (QSR) pizza category. Domino’s also posted its 32nd consecutive year of same-store sales growth internationally.“In 2025, we demonstrated that when we execute our Hungry for MORE strategy, it delivers MORE sales, MORE stores, and MORE profits," said Domino's CEO Russell Weiner.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/DPZ">Domino’s Pizza</a> trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Domino’s Optimistic Looking Ahead</h2>The company said in its announcement that it is optimistic as it looks ahead to 2026, estimating it will “meaningfully” increase its market share in the U.S. QSR pizza category, which is itself continuing to grow.“Our value and scale advantages will remain a differentiator, while our new brand campaign and e-commerce site will drive deliciousness and improved experiences,” the company said.Domino’s reported a 3.7% year-on-year (YoY) increase in same-store sales in the U.S. in Q4, while international same-store sales rose 0.7% YoY.The company said that its strong Q4 flowed through to increased profits for franchisees. It announced a 15% increase in its quarterly dividend to $1.99 per share, payable to shareholders of record as of March 13, 2026, to be paid on March 30, 2026.<h2 class="st-heading-2">What Drove Domino’s Revenue Growth In Q4?</h2>Domino’s stated that its topline growth of 6.4% YoY during the quarter was driven primarily by higher supply chain revenues, franchise advertising in the U.S., and franchise royalties, as well as fees.Supply chain revenue growth was boosted by higher order volumes and Domino’s raising food basket pricing for stores.However, the company also reported a decline in gross margins for company-owned stores, which fell 5.4% YoY in Q4. This was a result of higher insurance costs and higher labor rates, Domino’s said.<a href="https://stocktwits.com/symbol/DPZ">DPZ stock</a> is down 8% year-to-date and 18% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-replicate-most-tariffs-after-supreme-court-ruling-goldman-sachs/cZRNfSqR4xV">Trump Administration Can Replicate Most Of The Tariffs, Says Goldman Sachs Following Supreme Court Rebuke: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People sit outside a Domino's outlet in Penzance, England. (Photo by Matt Cardy/Getty Images)

DPZ Stock Pops Pre-Market As Domino’s ‘Hungry For More’ Strategy Drives 32nd Straight Year Of International Same-Store Sales Growth

The company said that its market share in the U.S. increased by another point, keeping it ahead of the Quick Service Restaurant pizza category.

<ul class="summary-bullets"><li>In its bid to add more mortgage options to its platform, Opendoor acquired homebuyer.com, a mortgage data platform, in Dec. last year.&nbsp;</li><li>OPEN’s CEO said that the company shipped its latest feature late Thursday.&nbsp;</li><li>The real estate digital platform on Thursday posted revenue for the fourth-quarter (Q4) of $736 million, much above street expectations of $591.75 million, as per data from Fiscal.ai.</li></ul>OpenDoor's (<a href="https://stocktwits.com/symbol/OPEN">OPEN</a>) Chief Executive Officer Kaz Nejatian in an exclusive interview to Stocktwits on Friday hinted that the company's mortgage product is in beta phase as the company pushes to enable itself to issue its own mortgage on homes it sells, helping cut out middlemen.“I left the earnings call and came to the office and started working on our product because we actually shipped a new feature late last night around 11 p.m. So I was up a little late shipping,” Nejatian told Stocktwits’ in an <a href="https://stocktwits.com/symbol/OPEN/event/f9cbb7c3-0777-4d00-8179-249bbbf2628b">interview</a>.&nbsp;In its bid to add more mortgage options to its platform, Opendoor acquired homebuyer.com, a mortgage data platform, in Dec. last year. The deal fits OPEN’s CEO Kaz’s AI-pilled vision of using data to eliminate ‘toilful work’ like manual paperwork.<h2 class="st-heading-2">Critical Of Fed</h2>Nejatian criticized the U.S. Federal Reserve for maintaining the interest rates at the level they are.&nbsp;“I think the Fed is being deeply irresponsible these days with maintaining these interest levels,” he told Stocktwits.&nbsp;“Trueflation, which is a much better measure of inflation than CPI, truflation has been sub 1 % basically the entire year. The Fed is asking people to believe that Bureau of Labor Statistics’ (BLS) data is a more reliable source for inflation and what's happening to the economy than truflation. And no one believes that. There's no one who invests their own money who would look at BLS data,” he added.&nbsp;The Federal Reserve kept the benchmark interest unchanged at 3.5%-3.75% in its January meeting. The latest Federal Open Market Committee’s (FOMC) minutes released by the Fed earlier this week revealed that the central bank might hike the interest rates if inflation does not come down to its targeted range.&nbsp;“I think it is highly irresponsible to have artificially elevated interest rates at this time. And I think they need to do something because this is just like, it's very odd,” Nejatian further added.&nbsp;<h2 class="st-heading-2">Q4 Earnings</h2>The real estate digital platform posted revenue for the fourth-quarter (Q4) of $736 million, much above street expectations of $591.75 million, as per data from Fiscal.ai. Meanwhile, the company’s loss per share came in at $1.26, trailing market expectations of a loss per share of $0.11.Opendoor said that it expects Q1 revenue to decrease approximately 10% quarter-over-quarter.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around OPEN trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have risen 221% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Kaz Nejatian, CEO, Opendoor, speaks onstage during "At the Builder's Table: Building Successful Businesses" panel in Atlanta, Georgia.

Exclusive: Opendoor CEO Reveals Company’s Own Mortgage Product Is In Beta Phase, Criticizes Fed On Interest Rates

OPEN’s CEO Kaz Nejatian said that truflation is a much better measure of inflation and no one who invests their own money looks at BLS data. 

<ul class="summary-bullets"><li>As part of the deal, Accord will utilize more than 100 sales, medical, and marketing professionals to drive the adoption of Anktiva in the U.K., the European Union, Norway, Iceland, and Liechtenstein.</li><li>ImmunityBio founder Patrick Soon-Shiong said the company’s goal is to expand access to Anktiva by completing a randomized trial in patients with BCG-naïve disease.</li><li>The company announced on Wednesday that it has received EU approval for the use of Anktiva in combination with BCG.</li></ul>ImmunityBio Inc. (IBRX) on Thursday announced a partnership with Accord Healthcare to expand access to Anktiva across 30 countries.The company also announced the establishment of an Irish subsidiary in Dublin to support its distribution and commercialization strategy across Europe.<a href="https://stocktwits.com/symbol/IBRX">ImmunityBio shares</a> were down around 9% in Thursday’s opening trade after surging about 42% on Wednesday. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">ImmunityBio’s Partnership With Accord</h2>ImmunityBio said its partnership with Accord will help it unlock the full commercial potential of Anktiva in Europe.“Our partnership with Accord marks a significant step in our European growth strategy and our mission to redefine cancer care,” said ImmunityBio CEO Richard Adcock.As part of the deal, Accord will utilize more than 100 sales, medical, and marketing professionals to drive the adoption of Anktiva in the United Kingdom, the European Union, Norway, Iceland, and Liechtenstein.ImmunityBio founder Patrick Soon-Shiong said that the company’s goal is to broaden access to Anktiva by completing the randomized trial in patients with BCG-naïve disease, which refers to non-muscle invasive bladder cancer (NMIBC) in patients who have never received Bacillus Calmette-Guérin (BCG) immunotherapy, or those who experience recurrence more than 24 months after completing prior BCG treatment.<h2 class="st-heading-2">ImmunityBio Receives EU Approval</h2>ImmunityBio&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-gains-on-fresh-approval-for-bladder-cancer-drug-in-eu/cZR0UjXR4vV">announced</a> on Wednesday that it has received EU approval for the use of Anktiva in combination with BCG.This comes days after the Saudi Food and Drug Authority (SFDA)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-high-can-ibrx-stock-go-after-saudi-fda-bladder-cancer-nod/cZR0i4ZR4H1">encouraged</a> the company to submit a regulatory filing for its recombinant BCG therapy to help address treatment shortages and expand access.The company also said that it is in talks with Saudi regulators to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-jumps-pre-market-saudi-update-bcg/cZRWmDaR4uh">broaden</a> Anktiva’s use in combination with checkpoint inhibitors across multiple tumor types. Last month, the SFDA granted ImmunityBio accelerated approval for Anktiva in the treatment of metastatic non-small cell lung cancer and for BCG-unresponsive bladder cancer.<a href="https://stocktwits.com/symbol/IBRX">IBRX stock</a> is up 306% year-to-date and 106% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-14-2026-week/cZRj6UmR4DT">Jobless Claims Drop By Most In Over Two Months, Coming In Below Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the ImmunityBio logo is displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

ImmunityBio Announces Partnership To Expand Access To Anktiva Across 30 Countries

The company also announced the establishment of an Irish subsidiary in Dublin to support its distribution and commercialization strategy across Europe.

<ul class="summary-bullets"><li>Lemonade noted that while its growth drivers are increasingly diversified, insurance for pets and cars remains in the driver’s seat.</li><li>The company’s pet insurance segment delivered an IFP growth in the mid-50s for the second consecutive year, accounting for a total of $439 million during the year.</li><li>The car insurance segment also delivered a notable IFP growth of 53% during the year, accounting for $187 million of Lemonade’s total In Force Premiums.</li></ul>Lemonade Inc. (LMND) shares soared nearly 18% in Thursday’s pre-market trade after the company reported its ninth consecutive quarter of In Force Premium (IFP) growth acceleration.“The strength of Q4's results reflects the compounding nature of our model. Faster growth expands our data advantage, which sharpens our AI-powered segmentation and pricing models,” Lemonade said, while noting that IFP grew 31% year-on-year to $1.24 billion in Q4.Lemonade’s fourth-quarter (Q4) results also beat Wall Street estimates. The company reported a loss of $0.29 per share during the quarter on revenue of $228 million, while Wall Street analysts expected a loss of $0.39 per share on revenue of $218 million, according to Stocktwits data.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/LMND">Lemonade</a> trended in the ‘bullish’ territory at the time of writing, with message volumes at ‘high’ levels.<h2 class="st-heading-2">Pets And Cars Drive Lemonade’s Growth</h2>Lemonade noted that while its growth drivers are increasingly diversified, insurance for pets and cars remains in the driver’s seat.Lemonade’s pet insurance segment delivered an IFP growth in the mid-50s for the second consecutive year, accounting for a total of $439 million during the year. “Our share of new pet insurance business continued to expand: Lemonade now has the fastest-growing share of Google search volume among U.S. pet insurance companies,” the company said.The car insurance segment also delivered a notable IFP growth of 53% during the year, accounting for $187 million of the company’s total In Force Premiums. Lemonade expects 2026 to be the year of a broader breakout for car insurance.The segment also showed a significant underwriting improvement, with loss ratio improving meaningfully as pricing segmentation, telematics-driven loss prediction, claims efficiency, and accuracy all advanced in parallel, Lemonade added.<h2 class="st-heading-2">AI Drives Down Lemonade’s Cost Of Claims</h2>The New York-headquartered insurance company also noted that artificial intelligence has driven down its cost of claims.Lemonade Pets, for instance, saw a continued decline in the cost of claims during 2025. The company said that while each pet insurance claim cost $44 in 2021, it is now down to $14.“Our 2025 result of $14 represents a level we believe to be industry-leading and is a clear testament to the growing impact of AI across claims and operations,” Lemonade said.<h2 class="st-heading-2">2026 Outlook</h2>For fiscal year 2026, Lemonade sees revenue in the $1.187 billion to $1.192 billion range, compared to a consensus estimate of $1.16 billion. In the first quarter (Q1), Lemonade expects revenue to be between $246 million and $251 million, compared to an estimated $241.57 million, according to TheFly.“We will continue to deploy our LTV AI across channels, products, and geographies to drive rapid gross profit growth, while using AI to drive operating leverage and reach Adjusted EBITDA profitability,” the company added.<a href="https://stocktwits.com/symbol/LMND">LMND stock</a> is down 8% year-to-date, but up 71% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iaea-chief-warns-iran-not-much-time-left-as-trump-warns-of-consequences/cZRjHiQR4wt">IAEA Chief Warns Iran 'Not Much Time' Left For Nuclear Deal As Trump Signals Consequences: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

​​In this photo illustration, the Lemonade logo is displayed on a smartphone screen on Feb. 23, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

LMND Stock Soars Pre-Market: Lemonade Extends Premium Growth Streak To Ninth Consecutive Quarter

Lemonade reported a 31% year-on-year growth in In Force Premium to $1.24 billion in the fourth quarter.

<ul class="summary-bullets"><li>The transaction is expected to close in mid-2026, the company said.</li><li>Of the $1.15 billion, about $240 million in cash will be paid at closing of the transaction.</li><li>Eucalyptus CEO Tim Doyle will join Hims &amp; Hers as senior vice president of International.</li></ul>Hims &amp; Hers Health, Inc. (HIMS) announced on Thursday that it has signed a definitive agreement to acquire Eucalyptus in a deal valued at up to $1.15 billion.<a href="https://stocktwits.com/symbol/HIMS">HIMS shares</a> pared most of their gains after the opening bell and were trading 0.5% higher at the time of writing&nbsp;<h2 class="st-heading-2">Eucalyptus Acquisition Marks Expansion Into Australia and Japan</h2>The transaction, expected to close in mid-2026, will strengthen the company’s ability to deliver personalized digital healthcare internationally, Hims &amp; Hers said.Upon completion, Hims &amp; Hers plans to expand into Australia and Japan and deepen its presence in the UK, Germany, and Canada. Eucalyptus CEO Tim Doyle will join Hims &amp; Hers as senior vice president (SVP) of International, and Eucalyptus’ brands will gradually transition to the Hims &amp; Hers platform.“We've shown the difference that makes in the US, and the logical next step is working with more international experts to make that difference abroad,” said Andrew Dudum, founder and CEO of Hims &amp; Hers.&nbsp;<h2 class="st-heading-2">$240 Million To Be Paid At Transaction’s Close</h2>Out of the $1.15 billion, about $240 million in cash will be paid at closing, with the remaining consideration comprising guaranteed deferred payments over 18 months and additional earnouts tied to financial targets through early 2029.&nbsp;Hims &amp; Hers said it can pay most deferred and earnout amounts in cash or stock and expects to fund the deal primarily with existing cash and future U.S. operating cash flow.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘neutral’ from ‘bearish’ a day earlier.&nbsp;One user expects margins and cash flow to “plummet”.<stembedurl>https://stocktwits.com/BreakingBS/message/645350664</stembedurl>Another user sees consolidation amid fading selling pressure.<stembedurl>https://stocktwits.com/Businesspro/message/645341441</stembedurl>Year-to-date, the stock has declined more than 50%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Hims & Hers Health in front of a screen showing the company's stock market chart. (Photo illustration by Cheng Xin/Getty Images)

Hims & Hers Health Makes Australia, Japan Foray With $1.15 Billion Eucalyptus Acquisition

The company said the acquisition will also deepen its presence in the UK, Germany, and Canada..

The company said the acquisition will also deepen its presence in the UK, Germany, and Canada.

<ul class="summary-bullets"><li>QXO stated that the Kodiak acquisition is expected to be highly accretive to the company’s 2026 earnings, anticipating its total addressable market to expand to more than $200 billion.</li><li>The company added that Kodiak generated $2.4 billion in revenues in 2025, distributing lumber, trusses, windows, and doors, among other building products.</li><li>QXO added that Kodiak is a business leader in most of the geographies it operates in, with particular concentration in the Sun Belt and Mountain states.</li></ul>QXO Inc. (QXO) shares soared nearly 12% in Wednesday’s pre-market trade after the company announced that it has entered into a definitive agreement to acquire Kodiak Building Partners in a $2.25 billion deal.QXO said it will pay $2 billion in cash and 13.2 million shares, with the transaction expected to close in the second quarter of 2026, subject to regulatory approvals.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/QXO">QXO</a> trended in the ‘bearish’ territory at the time of writing, with message volumes at ‘high’ levels. The QXO stock was among the top ten trending tickers on the platform.<h2 class="st-heading-2">Why Is QXO Acquiring Kodiak?</h2>QXO stated that the Kodiak acquisition is expected to be highly accretive to the company’s 2026 earnings, anticipating its total addressable market to expand to more than $200 billion.The company added that Kodiak generated $2.4 billion in revenues in 2025, distributing lumber, trusses, windows, and doors, among other building products. QXO added that Kodiak is a business leader in most of the geographies it operates in, with particular concentration in the Sun Belt and Mountain states.“The acquisition of Kodiak is highly complementary to our existing business. We’ll be able to deliver more value to customers across our combined base by cross-selling products and support services, and with a greater presence in key markets,” said QXO CEO Brad Jacobs.The company expects the integration of Kodiak and QXO’s offerings to help increase its market share with large homebuilders. It added that Florida and Texas accounted for nearly 40% of Kodiak’s 2025 revenues and that these two states have seen building market growth outpace national growth over the last decade.<h2 class="st-heading-2">What Does QXO Do?</h2>QXO is a Greenwich, Connecticut-based distributor of building products and a technology service provider. The company has a network of over 8,000 professionals across North America.On the other hand, Kodiak has about 5,500 employees across 110 locations in 26 states. The company currently serves over 10,000 customers.<a href="https://stocktwits.com/symbol/QXO">QXO stock</a> is up 20% year-to-date and 72% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/el-paso-airport-faa-halts-all-flights-for-10-days-starting-february-11/cZb6aUyR4q1">FAA Halts All Flights At El Paso Airport In Texas Citing ‘Special Security Reasons’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

QXO Stock Is Soaring Pre-Market Today — What Is Fueling The Surge?

The company will pay $2 billion in cash and 13.2 million shares, with QXO expecting the Kodiak transaction to close in the second quarter of 2026.

<ul class="summary-bullets"><li>Amazon’s investment in BETA is its second-largest stock position in the fourth-quarter.</li><li>Amazon acquired more than 11.75 million shares in the company.&nbsp;</li><li>BETA Technologies is a Vermont-based aerospace company that develops all-electric aircraft.</li></ul>Amazon.com (AMZN) announced on Tuesday that it has taken a 5.3% stake in BETA Technologies Inc. (BETA), a Vermont-based aerospace company that develops all-electric aircraft.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001018724/79bd6fb3-9145-44ad-814c-032f345f07e2.pdf">filing</a> with the U.S. Securities and Exchange Commission, Amazon disclosed a 5.3% stake in Beta Technologies as of Dec. 2025. Amazon acquired more than 11.75 million shares in the transaction, worth $331.6 million.Shares of BETA rallied nearly 20% in Tuesday’s after-market hours following Amazon’s disclosure. The filing with the SEC does not allow for activism.Amazon’s investment in BETA is its second-largest stock position in the fourth-quarter (Q4).<h2 class="st-heading-2">What Is BETA?</h2>BETA Technologies designs, manufactures and sells high-performance electric aircraft, advanced electric propulsion systems, components and charging systems across the world.BETA raised $1.01 billion in its U.S. initial public offering in November 2025, selling 29.9 million shares at $34 each, above its indicated range of $27 to $33.The company’s aircraft platform, ALIA, provides two variants — a conventional fixed-wing electric airplane (eCTOL) and an electric vertical takeoff and landing aircraft (eVTOL).BETA is also deploying its charging infrastructure across more than 50 sites online in the U.S. and Canada and has more than 800 aircraft in backlogs. The company’s aircraft have hit more than 119,000 nautical miles at the time of writing.BETA’s aircraft have been deployed by the U.S. military in training missions and also used by the Federal Aviation Administration.<h2 class="st-heading-2">Amazon’s Positions</h2>As of Dec. 31, 2025, Amazon sold its positions in Vital Farms (VITL), SmartRent (SMRT), and Owlet (OWLT).Meanwhile, Amazon's top stock holdings in Q4 were Rivian (RIVN), BETA Technologies, Astera Labs (ALAB), Marvell (MRVL) and Nautilus Biotechnology (NAUT).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around BETA shares jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘extremely high’ message volumes.One user noted that Amazon was buying BETA stock at 52-week lows, and said it was a good buy.<stembedurl>https://stocktwits.com/hockeysniper/message/644614686</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/BETA">Shares of BETA</a> are down over 53% since listing in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-evgn-shares-drop-today/cZbU1PBR4pm">Why Did EVGN Shares Drop More Than 14% Today?</a>

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

Amazon Announces 5.3% Stake In Beta Technologies, Sending Stock Soaring After-Hours

In a filing with the U.S. Securities and Exchange Commission, Amazon disclosed a 5.3% stake in Beta Technologies, worth $331.58 million.

The Rivian logo is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on November 23, 2025 in Los Angeles, California

Rivian Stock Gains As EV Maker Gears To Share Pricing Details On Its Upcoming Mass-Market SUV

The company said in a post on social media platform X that it will share details pertaining to the vehicle’s pricing, options, and more on March 12.

<ul class="summary-bullets"><li>Compass alleged in its antitrust lawsuit that Zillow uses “anticompetitive tactics” to ban listings that have not been posted to a local multiple-listing service within 24 hours of publicly marketing them elsewhere.</li><li>The company stated that, under its Listing Access Standards policy, Zillow issued warnings for 1,202 listings on its website, of which 1,137 belong to Compass.</li><li>Zillow, a home search site, enforced its LAS policy and removed 48 listings from its website in 2025, 43 of which were Compass listings.</li></ul>Zillow Group Inc. (Z) shares gained nearly 4% by Friday’s midday trade after a judge reportedly denied a request by Compass Inc. (COMP) to temporarily block the former’s bid to ban listings advertised elsewhere first.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-06/compass-loses-bid-to-temporarily-block-zillow-listing-rules">report</a>, U.S. District Judge Jeanette Vargas blocked Compass’ bid to put a preliminary halt to Zillow’s policy. This ruling allows Zillow to ban users from posting certain listings amid its ongoing antitrust battle with Compass.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/Z">Zillow</a> trended in the ‘neutral’ territory at the time of writing, while users felt ‘bearish’ about&nbsp;<a href="https://stocktwits.com/symbol/COMP">Compass</a>.<h2 class="st-heading-2">What Is The Case About?</h2>Compass alleged in its antitrust lawsuit that Zillow uses “anticompetitive tactics” to ban listings that have not been posted to a local multiple-listing service (MLS) within 24 hours of publicly marketing them elsewhere.The company stated that, under its Listing Access Standards (LAS) policy, Zillow issued warnings for 1,202 listings on its website, of which 1,137 belong to Compass.Zillow, a home search site, enforced its LAS policy and removed 48 listings from its website in 2025, 43 of which were Compass listings.Compass, the largest real estate brokerage in the U.S., said that Zillow’s LAS decreased engagement with the brokerage and negatively impacted its brand value.&nbsp;The company added that Zillow’s policy has also led agents and home sellers to express reluctance to engage with Compass.<h2 class="st-heading-2">What Did The Judge Say?</h2>Judge Vargas stated that Zillow’s policies have not precluded meaningful new entrants and that the company is unable to exclude competition from the online home search market.“Consequently, even assuming that Zillow possesses a 50%-66% share of the relevant market, Compass has not provided sufficient evidence from which it can be inferred that Zillow has monopoly power in the online home search market,” said Judge Vargas.The judge noted that Compass has failed to demonstrate that it is likely to succeed on the merits of its antitrust claim.<a href="https://stocktwits.com/symbol/Z">Z stock</a> is down 18% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/COMP">COMP stock</a> is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rblx-stock-rising-but-wall-street-is-divided/cZbFl5YR4F0">RBLX Stock Is Rising Today, But Wall Street Is Divided</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

n this photo illustration, the Zillow logo is seen displayed on a smartphone screen next to a laptop keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Z Stock Gains After Judge Denies Compass' Bid To Block Zillow's Listing Rules: Report

This ruling allows Zillow to ban users from posting certain listings amid its ongoing antitrust battle with Compass.

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