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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 as investors react to the CMS finalizing a Medicare Advantage rate increase for 2027 that arrived higher than previous projections. The community remains divided between those viewing the news as a bullish recovery catalyst that creates a short squeeze, and others who remain skeptical of the long-term regulatory headwinds and ongoing sector volatility.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors react to its strategic supply chain partnerships and the official disclosure of major hyperscaler collaborations that reinforce its critical role in AI infrastructure. The community is actively debating the stock's resilience amid broader semiconductor volatility, with many analyzing the disconnect between its strong fundamental outlook and recent price pressure.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is seeing intense volatility and scrutiny as investors weigh its Medicare Advantage exposure against proposed regulatory changes and looming quarterly earnings. The community is sharply divided, with some traders actively betting on a potential bounce or M&A activity, while others are cautioning against the stock's multi-year lows and ongoing policy-driven headwinds.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

The community is heavily focused on Wendy's as a potential buyout candidate and a high-yield dividend play, with significant discussion surrounding unusual short interest and expectations for a major leadership announcement. Traders are actively debating whether the stock's current valuation represents a deep-value opportunity or a long-term trap, while many look toward potential M&A activity and international expansion to serve as catalysts for a rally.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is currently in the spotlight as investors track its potential for a bullish re-rating, driven by the successful closing of large asset-backed security transactions and active onboarding of new banking partners. While the stock has faced intense selling pressure tied to broader fintech sector volatility and geopolitical instability, the community remains divided between those betting on an explosive recovery fueled by solid GAAP profitability and others warning of risks from macro-economic shifts.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently seeing high volatility and intense community discussion following news of new production orders for its Sonoma systems, which investors view as validation of its critical role in the scaling of AI infrastructure. While bulls are closely monitoring for further contract announcements and hyperscaler adoption, skeptics remain cautious due to the stock's cyclical history and the need for sustained revenue growth beyond initial evaluations.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently experiencing significant market volatility and testing support levels as investors weigh persistent manufacturing challenges at the Malaysia facility against the company's long-term potential in high-energy-density battery technology. The community is actively debating the company's path to commercial scale, with many focused on upcoming milestones related to customer qualification programs and management's ability to navigate production bottlenecks.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene Corp. (CNC) is trending as investors react to ongoing uncertainty surrounding the future of Affordable Care Act (ACA) subsidy extensions. The community is actively debating the potential impact of proposed policy changes, with many monitoring for signs of institutional accumulation and long-term value despite broader sector volatility and legislative headwinds.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is generating significant community buzz as participants debate its longevity, with many highlighting its history dating back to 2011 as evidence that it transcends typical short-term market trends. Supporters are actively positioning it as a cultural phenomenon and a long-term play, frequently drawing comparisons to major established assets while navigating discussions around its official contract address.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is trending as the market reacts to the Centers for Medicare and Medicaid Services (CMS) finalizing a Medicare Advantage payment policy that reflects a higher-than-feared 2.48% increase for 2027. Investors are actively discussing this outcome as a significant relief catalyst, shifting the focus from previous concerns about margin pressure and regulatory squeeze toward a potential repricing of earnings risk for the managed care sector.

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<ul class="summary-bullets"><li>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30.</li><li>As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.</li><li>Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share, above Wall Street projections of $0.21 per share.&nbsp;</li></ul>nCino (NCNO) shares jumped more than 19% on Tuesday after it reported higher fourth quarter earnings helped by record gross Annual Contract Value (ACV) bookings.&nbsp;The company who provides cloud-based software applications for financial institutions reported total revenues for the fourth quarter of fiscal 2026 of $149.7 million, a 6% increase from $141.4 million in the fourth quarter of fiscal 2025. Analysts expected revenue to be at $147.9 million, as per data from Stocktwits.&nbsp;Its subscription revenues for the fourth quarter of fiscal 2026 were $133.4 million, up from $125.0 million one year ago, an increase of 7%.Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share compared to $0.19 per diluted share in the year-ago quarter. It was also well above Wall Street projections of $0.21 per share.&nbsp;As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.“Fiscal 2026 was a landmark year for nCino, with both the fourth quarter and full fiscal year marking company records for gross ACV bookings, and we again exceeded financial guidance across all revenue and profitability metrics,” said Sean Desmond, Chief Executive Officer at nCino. “Our success this year reflects strong global sales execution, accelerating demand for our industry-focused AI capabilities, and the confidence our customers place in nCino as their long-term technology partner.”<h2 class="st-heading-2">Outlook</h2>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30. It expects adjusted operating income to be between $38.0 million and $40.0 million.&nbsp;For its full year ending Jan. 31, the firm expects total revenues between $639.0 million and $643.0 million and subscription revenues between $569.0 million and $573.0 million.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail reaction around NCNO stock trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 42% so far this year.&nbsp;

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

NCNO Stock Rallies More Than 19% After Hours – Here’s Why

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.

Equity

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.


<ul class="summary-bullets"><li>The report added that 33% of Hertz’s customers are currently renting cars for road trips and driving vacations in a bid to work around TSA delays.</li><li>Hertz is capitalizing on this by offering recommendations to travelers and prepaying at pickup points to lock in pricing for its customers, according to the report.</li><li>The car rental company is also allowing customers to book cars at neighborhood locations to help them avoid disruptions at airports.</li></ul>Hertz Global Holdings Inc. (HTZ) shares soared more than 16% in Thursday morning’s trade after a report stated that the company benefited from Transport Security Administration (TSA) delays at airports in the U.S.According to a TravelPulse report, Hertz data showed a 15% increase in website search traffic, suggesting travelers are seeking alternative modes of transport or backup plans in case of delays.<h2 class="st-heading-2">A Third Of Hertz Customers Renting Cars For Trips</h2>The report added that 33% of Hertz’s customers are currently renting cars for road trips and driving vacations to work around TSA delays.Hertz is capitalizing on this by offering recommendations to travelers and prepaying at pickup points to lock in pricing for its customers, according to the report.The car rental company is also allowing customers to book cars at neighborhood locations to help them avoid disruptions at airports.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/HTZ">Hertz</a> trended in the ‘bullish’ territory at the time of writing.One bullish user cited travel for the upcoming FIFA World Cup 2026, TSA delays, and better fleet management as reasons for their optimism on the stock.<stembedurl>https://stocktwits.com/AllAboutTheLONGS/message/648635816</stembedurl>Another user stated that the car rental business should be on fire with the spring break ahead.<stembedurl>https://stocktwits.com/greyfox/message/648629996</stembedurl><h2 class="st-heading-2">Why Are There TSA Delays At Airports?</h2>The ongoing partial government shutdown has resulted in a funding lapse for the Department of Homeland Security on February 13, after Congress failed to pass an annual budget for the agency.As a result, the DHS shutdown has now entered its 41st day, and the TSA, which comes under the DHS, has experienced worker absences. According to a USA Today&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.usatoday.com/story/news/nation/2026/03/25/tsa-line-airport-wait-times-highest-in-history/89314232007/">report</a>, TSA Administrator Ha Nguyen McNeill stated during a Wednesday hearing that air travelers in the U.S. are experiencing the longest wait times in the agency’s history.McNeill also stated that the TSA has lost more than 480 officers during this shutdown so far.“Multiple airports are experiencing days where 40-50 percent of their staff are calling off because they simply cannot afford to report to work. This has led to the highest wait times in TSA history, with some wait times greater than 4.5 hours,” McNeill said, according to the report.<a href="https://stocktwits.com/symbol/HTZ">HTZ stock</a> is down 3% year-to-date, but up 45% over the past 12 months. The iShares Russell 2000 Growth ETF (IWO) is up 19% over the past 12 months, while the Vanguard Small-Cap Growth Index Fund ETF (VBK) is up 16%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tanks-after-citron-shorts-anthropic-proxy-urges-sec-investigation-fundrise/cZ3rU6ORIkP">Citron Shorts VCX, Calls On SEC To Investigate If Fundrise Is Paying Influencers To Promote The Fund</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An exterior view of Hertz Car Rental during the coronavirus pandemic

HTZ Stock Soars After TSA Delays At Airports Reportedly Result In Spike In Car Rental Searches

TravelPulse reported that Hertz saw a 15% increase in website search traffic, signaling that travelers are seeking backup transportation amid delays.

<ul class="summary-bullets"><li>Viking is developing VK2735 in both oral and subcutaneous formulations for the potential treatment of metabolic disorders such as obesity.</li><li>The company stated that the primary endpoint of the Phase 3 VANQUISH-2 study is the percentage change in body weight from baseline for participants receiving VK2735.</li><li>The company stated it expects to complete the VANQUISH studies in 2027.</li></ul>Viking Therapeutics Inc. (VKTX) on Thursday announced that it has completed enrollment in the Phase 3 trial of its obesity drug, VK2735, which is in the race to compete in the GLP-1 obesity drug market, dominated by Novo Nordisk's Ozempic and Wegovy.The company said that the Phase 3 VANQUISH-2 study will assess the efficacy and safety of VK2735 administered by subcutaneous injection once weekly for 78 weeks.Viking is developing VK2735 in both oral and subcutaneous formulations for the potential treatment of metabolic disorders such as obesity.<a href="https://stocktwits.com/symbol/VKTX">Viking Therapeutics shares</a> were up nearly 2% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory.<h2 class="st-heading-2">What Are The Primary And Secondary Endpoints?</h2>Viking Therapeutics stated that the primary endpoint of the Phase 3 VANQUISH-2 study is the percentage change in body weight from baseline for participants receiving VK2735, compared to patients on placebo after 78 weeks of treatment.The secondary and exploratory endpoints include an evaluation of several efficacy and safety measures. This includes the percentage of patients who achieve 5%, 10%, 15% and 20% or more body weight reduction during the trial.“As with the VANQUISH-1 study, we are happy to see a study of this size enroll quickly, which we believe speaks to the enthusiasm for new obesity treatments beyond those currently available,” said Viking CEO Brian Lian.The company stated it expects to complete the VANQUISH studies in 2027.<h2 class="st-heading-2">Phase 3 Trial Update</h2>Viking also announced an update regarding its Phase 3 VANQUISH-1 study of subcutaneous VK2735 in patients who have obesity or are overweight.The company also stated that it is evaluating VK2735 in a Phase 1 study evaluating a range of potential maintenance dosing regimens. Results from the maintenance study are expected in the third quarter (Q3) of 2026.<a href="https://stocktwits.com/symbol/VKTX">VKTX stock</a> is down 6% year-to-date, but up 19% over the past 12 months. The S&amp;P Biotech ETF (XBI) is up 42% over the past 12 months, while the Vanguard Small-Cap Growth Index Fund ETF (VBK) is up 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-iran-begging-for-deal-warns-get-serious-on-talks-dow-futures-fall/cZ3ru8hRIjM">Trump Says Iran ‘Begging’ For Deal, Warns Them To 'Get Serious’ On Talks — Dow Futures Fall More Than 300 Points</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Viking Therapeutics on July 19, 2025. (Photo illustration by Cheng Xin/Getty Images)

Viking Therapeutics Moves Closer To Challenging Ozempic With Phase 3 Trial Progress

The company said that the Phase 3 VANQUISH-2 study will assess the efficacy and safety of VK2735 administered by subcutaneous injection once weekly for 78 weeks.

<ul class="summary-bullets"><li>Novocure stated that patients treated with its TTFields therapy simultaneously with atezolizumab, gemcitabine and nab-paclitaxel showed that the disease control rate was at 74.4%.</li><li>In contrast, patients who received only atezolizumab, gemcitabine and nab-paclitaxel had a disease control rate of 48%.</li><li>Among patients receiving TTFields therapy alongside atezolizumab and gem/nab-pac, the objective response rate was 34.6%, while the median overall survival was 9.7 months.</li></ul>Novocure (NVCR) shares gained nearly 3% in Thursday’s opening trade after the company announced positive topline results in its metastatic pancreatic cancer therapy trial.Novocure stated that&nbsp;PANOVA-4 met its pre-specified primary endpoint&nbsp;in the Phase 2 trial, achieving a statistically significant improvement in disease control rate. The PANOVA-4 study is a pilot, single-arm study of Tumor Treating Fields (TTFields) concomitant with atezolizumab, gemcitabine, and nab-paclitaxel as first-line treatment for metastatic pancreatic ductal adenocarcinoma (mPDAC).Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NVCR">Novocure</a> trended in the ‘bullish’ territory. NVCR was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Novocure Therapy Improves Disease Control Rate</h2>Novocure stated that patients treated with its TTFields therapy simultaneously with atezolizumab, gemcitabine and nab-paclitaxel showed that the disease control rate was at 74.4%.In contrast, patients who received only atezolizumab, gemcitabine and nab-paclitaxel had a disease control rate of 48%.“The positive results from the PANOVA-4 trial further support the potential of Tumor Treating Fields to improve outcomes in pancreatic cancer,” said Uri Weinberg, Chief Medical and Innovation Officer, Novocure.Secondary endpoints in PANOVA-4 included objective response rate (ORR) and overall survival (OS). Among patients receiving TTFields therapy alongside atezolizumab and gem/nab-pac, ORR was 34.6%, while median OS was 9.7 months.Additional secondary endpoints included progression-free survival, one-year survival rate, six-month progression-free survival, duration of response, and incidence of treatment-emergent adverse events.The company stated that TTFields therapy was well-tolerated, and device-related safety was consistent with prior clinical studies.<h2 class="st-heading-2">What Does Novocure Do?</h2>Novocure is a Switzerland-based company that is currently developing and commercializing its Tumor Treating Fields therapy. Its commercialized products have been approved in certain countries for the treatment of adult patients with glioblastoma, pancreatic cancer, non-small cell lung cancer, malignant pleural mesothelioma and pleural mesothelioma.<a href="https://stocktwits.com/symbol/NVCR">NVCR stock</a> is down 10% year-to-date and 38% over the past 12 months. The iShares Russell 2000 ETF (IWM) is up 22% over the past 12 months, while the Vanguard Small-Cap Growth Index Fund ETF Shares (VBK) is up 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-iran-begging-for-deal-warns-get-serious-on-talks-dow-futures-fall/cZ3ru8hRIjM">Trump Says Iran ‘Begging’ For Deal, Warns Them To 'Get Serious’ On Talks — Dow Futures Fall More Than 300 Points</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, NovoCure Limited logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

NVCR Stock Gains After Novocure Announces Positive Topline Results In Metastatic Pancreatic Cancer Therapy Trial

Novocure stated that PANOVA-4 met its pre-specified primary endpoint in the Phase 2 trial, achieving a statistically significant improvement in disease control rate.

<ul class="summary-bullets"><li>Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase.</li><li>KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;</li><li>KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted EBITDA to between $207 million and $218 million for FY 2026.&nbsp;</li></ul>Karman Space &amp; Defense (KRMN) shares rose 1.4% during Wednesday’s extended hours of trading after it reported record fourth quarter (Q4) revenue.&nbsp;The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year. Analysts’ on average had expected revenue of $132.4 million, as per data from Stocktwits.&nbsp;Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase, and earnings per fully diluted share of $0.06 that missed Wall Street projection of $0.12 per share.&nbsp;“Our team delivered outstanding results in 2025, with 37 percent revenue growth, 37 percent adjusted EBITDA growth and strategic investments designed to satisfy accelerating customer demand for our solutions,” said CEO Jon Rambeau.&nbsp;KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Business Outlook</h2>For the full fiscal year 2026, KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted core profit to be between $207 million and $218 million.“With strong market conditions and the Seemann and MSC acquisition complete, our total backlog is now more than $1 billion as of March 20, 2026, and supports our increased 2026 financial outlook. This represents annual growth of 53 percent in revenue and 46 percent in adjusted EBITDA, to the midpoints of those ranges,” Rambeau said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around KRMN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised the results and noted that the company operates in a growing defense sector.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/648569804</stembedurl>Shares in the company have jumped 34% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this U.S. Navy released handout, Arleigh Burke-class guided-missile destroyer USS Thomas Hudner (DDG 116) fires a Tomahawk land attack missile in support of Operation Epic Fury, on March 1, 2026 at Sea. 

Karman Space & Defense Stock Is Rising – Know Why

The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year.

<ul class="summary-bullets"><li>According to Bloomberg, Compass filed the lawsuit in June, claiming that Zillow engaged in anticompetitive practices by restricting listings.</li><li>Resolving the lawsuit lifts a burden for Zillow, since legal expenses had negatively impacted its financial performance, as per the report.&nbsp;</li><li>Compass aimed to create a private listings network that would allow its agents to market properties before they appeared on public platforms.</li></ul>Zillow Group (ZG) shares climbed 2% on Wednesday after Compass Inc. (COMP) reportedly dropped its lawsuit against the real estate platform, concluding a protracted legal dispute over home-listing regulations.Compass filed the lawsuit in June, claiming that Zillow engaged in anticompetitive practices by restricting listings not posted to a local multiple-listing service from being publicly marketed within 24 hours, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-18/compass-drops-lawsuit-over-zillow-s-home-listing-rules">report</a> from Bloomberg News that cited court filings.&nbsp;As the largest real estate brokerage in the U.S., Compass aimed to create a private listings network that would allow its agents to market properties before they appeared on public platforms.<h2 class="st-heading-2">Lawsuit Details</h2>In December, U.S. District Judge Jeannette Vargas rejected Compass’s bid for a preliminary injunction against Zillow’s policy. The judge found that Compass did not prove Zillow acted&nbsp;anti-competitively,&nbsp;reportedly noting that "Compass has not provided sufficient evidence from which it can be inferred that Zillow has monopoly power in the online home search market."&nbsp;Compass claimed in court filings that Zillow’s ban was “anti-competitive.”Ending the legal fight marks a dramatic shift in the ongoing feud between the two home-selling giants over who controls the most important asset in the real estate industry: information, the report said.&nbsp;Compass’s voluntary dismissal brought the antitrust case to a close before it reached trial. Compass is currently fending off federal antitrust concerns from lawmakers and state attorney generals who urged the U.S. Justice Department to take a closer look at its $1.6 billion deal to acquire Anywhere Real Estate, its largest rival, the report said.&nbsp;<h2 class="st-heading-2">Retail reaction</h2>Retail sentiment around ZG&nbsp;stock trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in the company have fallen 33% so far in 2026.&nbsp;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)

Zillow Stock Climbs As Compass Reportedly Withdraws Its Lawsuit

In December, U.S. District Judge Jeannette Vargas rejected Compass’s bid for a preliminary injunction against Zillow’s policy.

<ul class="summary-bullets"><li>Muddy Waters alleged that SOFI’s charge-off data seemingly contains a mathematical impossible.&nbsp;</li><li>The short seller&nbsp;also alleged that&nbsp;SOFI uses ‘manipulative’ financial modeling techniques, on its $12.9 billion student loan portfolio that generates approximately $450 million per year in Day 1 Fair Value gains.&nbsp;</li><li>The report said there is possibility that there are more extensive misstatements that the short seller have not detected.&nbsp;</li></ul>Short seller Muddy Waters Research on Tuesday revealed a short position on SoFi Technologies (<a href="https://stocktwits.com/symbol/SOFI">SOFI</a>)&nbsp;shares and alleged that the financial technology firm&nbsp;had a material misstatement of at least $312 million of unrecorded debt.&nbsp;Shares closed&nbsp;1.5% lower on Tuesday.&nbsp;“If we are correct, it raises the possibility that there are more extensive misstatements we have not detected,” Muddy Waters said in its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://muddywatersresearch.com/research/2026/mw-short-0317/">report</a>.&nbsp;“SOFI is a financial engineering treadmill, not a healthily growing origination business. SOFI shareholders are incessantly diluted so management can hit bonus targets through GE Capital-style loan marks and Enron-esque off-balance-sheet structures that disguise borrowings as revenue,” it added.&nbsp;“Per our estimates, and excluding external financings, it is increasingly likely Anthony Noto would lose substantially all of his $10+ million PSU performance bonus if not for the intellectually dishonest and misleading financial reporting we have outlined in this report,”&nbsp;Muddy Waters&nbsp;said.&nbsp;<h2 class="st-heading-2">Off-Balance-Sheet Parking</h2>Muddy Waters alleged that SOFI’s charge-off data seemingly&nbsp;contained a mathematical impossibility that strongly implies loans are being charged off outside SOFI’s reported metrics.&nbsp;“The only explanation of which we can conceive is that SOFI is parking defaulted loans off balance sheet before charge offs,” the report said.&nbsp;<h2 class="st-heading-2">SOFI’s&nbsp;Response</h2>SOFI&nbsp;responded to the short seller report,&nbsp;saying that it intends to explore potential legal action against Muddy Waters for the factually inaccurate and misleading report.“The claims made in the Muddy Waters report demonstrate a fundamental lack of understanding of our financial statements and business,”&nbsp;the company said. “SoFi maintains strong confidence in the integrity of our financial reporting,”.&nbsp;&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around SOFI stock trended in&nbsp;the ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 35% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

SOFI Shares Slip After Muddy Waters Takes Short Position — What’s The Rationale?

Muddy Waters alleged in its reports that SoFi Technologies have material misstatement of at least $312 million of uncensored debt. 

<ul class="summary-bullets"><li>Samsara said its Q4 revenue of $444.3 million, represented a 28% year-over-year growth in actuals and 27% in constant currency.&nbsp;</li><li>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter.&nbsp;</li><li>The company said it expects revenue in its first quarter of FY2027 to be in the range of $454 million – $456 million.</li></ul>Samsara stock jumped 11% in extended hours of trading on Thursday after it posted upbeat fourth-quarter (Q4) results.&nbsp;Samsara said its Q4 revenue of $444.3 million represented a 28% year-over-year growth in actuals and 27% in constant currency. Analysts’ on average expected revenue of $422.31 million, according to data from Stocktwits.&nbsp;“Fiscal year 2026 was an outstanding year of durable and efficient growth,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our performance is driven by the scale of our data asset, which now captures more than 25 trillion data points annually to fuel our AI-powered platform. This proprietary data is ushering in a new phase of digitization.”The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter.&nbsp;<h2 class="st-heading-2">Q4 Details</h2>The company said it reported adjusted diluted net income per share of $0.56 versus $0.26 it posted in the same year-ago quarter. The profit sailed past estimates of $0.13 per share as per data from Stocktwits.&nbsp;Samsara’s Q4 net new Annual Recurring Revenue (ARR) of $144.8 million represented a 33% year-over-year growth in actuals and 31% in constant currency.The company is now unleashing AI agents, like our AI Safety coach, to automate entire workflows and transform customers’ operations, Biswas further added.&nbsp;<h2 class="st-heading-2">FY 2027 Guidance&nbsp;</h2>The company said it expects revenue in its first quarter of its FY2027 to be in the range of $454 million – $456 million, and full year revenue of its FY2027 to be in the range of $1.965 billion – $1.975 billion.&nbsp;It expects adjusted diluted net income per share in its first quarter of its FY2027 to be in the range of $0.12 – $0.13.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around<a href="https://stocktwits.com/symbol/IOT"> IOT&nbsp;stock</a> trended in the ‘Extremely Bullish’ territory amid ‘Extremely High’ message volume.&nbsp;One bullish user said that analysts are going to upgrade ratings and raise price targets of IOT.&nbsp;<stembedurl>https://stocktwits.com/dpnaidu27/message/646746805</stembedurl>Another user predicted that the upbeat momentum in the stock can continue on Friday.&nbsp;<stembedurl>https://stocktwits.com/HazelCox91783/message/646744944</stembedurl>Shares in the company have fallen 8.5% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 In this photo illustration, the logo of Samsara Inc. is displayed on a smartphone screen.

Samsara Stock Rallied 11% After Hours – Why Are Traders So Bullish?

The company saw the second consecutive quarter of GAAP profitability after it posted GAAP earnings per share of $0.04 during the quarter. 

<ul class="summary-bullets"><li>AST SpaceMobile announced a partnership with Canadian telecom company Telus on Tuesday for space-based connectivity services.</li><li>As part of the agreement, Telus will invest in ground-based satellite infrastructure and take an equity stake in AST SpaceMobile.</li><li>Once ASTS launches its commercial services, Telus customers will be able to send texts, make calls, and use data services in the most remote locations of Canada.</li></ul>AST SpaceMobile Inc. (ASTS) shares surged more than 12% in Wednesday morning’s trade amid rising optimism on Wall Street and a new partnership with another telecom company.According to TheFly, UBS analyst Christopher Schoell on Wednesday nearly doubled the price target for AST SpaceMobile shares to $85 from $43, while keeping a ‘Neutral’ rating.Schoell highlighted that AST SpaceMobile’s revenue is expected to multiply as the company’s commercial service launch draws closer.Deutsche Bank raised its price target as well, hiking it to $139 from $137, while keeping a ‘Buy’ rating on the stock. The firm’s new price target implies an upside of nearly 34% from the current levels.<h2 class="st-heading-2">AST SpaceMobile Announces Partnership With Telus</h2>AST SpaceMobile announced a partnership with Canadian telecom company Telus Corp. (TU) on Tuesday for space-based connectivity services.As part of the agreement, Telus will invest in ground-based satellite infrastructure and take an equity stake in AST SpaceMobile.Once ASTS launches its commercial services, Telus customers will be able to send texts, make calls, and use data services in the most remote locations of Canada. The company stated that customers will be able to connect using their existing smartphones, without needing any other special equipment.This is made possible by combining AST SpaceMobile’s Low Earth orbit (LEO) satellite constellation with the telecom company’s wireless network.AST SpaceMobile has scheduled launches of its latest BlueBird satellites throughout 2026, supporting peak speeds of 120 Mbps per coverage cell. The company has partnered with over 50 telecom companies globally.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits regarding&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile</a> trended in the ‘extremely bullish’ territory, while message volumes were at ‘extremely high’ levels. The stock was the top trending ticker on the platform at the time of writing.One bullish user stated that the number of agreements the company is signing is&nbsp;“astonishing.”<stembedurl>https://stocktwits.com/newsofthemarket/message/646536562</stembedurl>Another user stated that while they are not sure of AST SpaceMobile’s launch cadence, they praised the recent slew of partnerships struck with telecom companies.<stembedurl>https://stocktwits.com/mrfusion/message/646541894</stembedurl><a href="https://stocktwits.com/symbol/MU">MU stock</a> is up 40% year-to-date and 339% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-price-target-more-than-doubled-rapid-emergence-of-agentic-ai/cZd9q9QRI56">MU Stock Price Target More Than Doubled By Aletheia – Analyst Cites Rapid Emergence Of Agentic AI Workloads For Its Bull Thesis</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ASTS Surges Amid Price Target Hikes, Telus Partnership — Here’s Why UBS Is Bullish On The Stock

UBS analyst Christopher Schoell highlighted that AST SpaceMobile’s revenue is expected to multiply as the company’s commercial service launch draws closer.

<ul class="summary-bullets"><li>The firm upped the company's estimates through 2030 and said that anticipated launches have AST's constellation on track for late 2026 commercialization.</li><li>Roth Capital said that the company's 2027 sales are expected to approach $1 billion.&nbsp;</li><li>The company’s fourth-quarter revenue jumped 2,731% to $54.3 million, up from $1.9 million in the same period last year.</li></ul>AST SpaceMobile shares were up more than 10% on Tuesday&nbsp;after its&nbsp;fourth-quarter (Q4)&nbsp;revenue rise&nbsp;prompted a price target change at Roth Capital.&nbsp;Roth Capital analyst Scott Searle raised the firm's price target on AST SpaceMobile to $108 from $82.50, and kept a ‘Buy’ rating on the shares,&nbsp;according to TheFly.The firm upped the company's estimates through 2030 and said that anticipated launches have AST's constellation on track for late 2026 commercialization. AST's 2027 sales are expected to approach $1 billion, supported by increasing mobile network operator activity and government opportunities, the analyst told investors in a research note.<h2 class="st-heading-2">Rise In Q4 Revenue</h2>The company’s Q4 revenue jumped 2,731% to $54.3 million, up from $1.9 million in the same period in the previous year. On average, analysts had anticipated $39.5 million&nbsp;in revenue, according to Fiscal.ai.AST SpaceMobile (ASTS) reported revenue of $70.9 million for the full year 2025, driven by mobile network operator partners and the U.S. government.“For the first time in 2025, AST SpaceMobile became a revenue generating business and it significantly advanced all key aspects of our operations including commercial, government, manufacturing, spectrum rights, IP portfolio, and capital position,” said Abel Avellan, AST SpaceMobile’s Chairman and CEO in its earnings statement.&nbsp;<h2 class="st-heading-2">2026 Outlook</h2>ASTS said that the company’s revenue is expected to grow during 2026 ahead of commercial service activation.&nbsp;AST SpaceMobile intends to deploy approximately 45 to 60 Block 2 BB satellites by the end of 2026, launching one every one to two months, with the goal of providing intermittent service in selected markets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ASTS&nbsp;stock trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have soared 234% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the AST SpaceMobile logo is seen on a smartphone and a pc screen. 

ASTS Stock Rallies Over 10% Amid Wall Street Price Target Hike

Roth Capital analyst Scott Searle raised the firm's price target on AST SpaceMobile to $108 from $82.50 and kept a ‘Buy’ rating on the shares. 

Current Price	$308.08
Prev Close	$307.31
Open	$307.16
Dividend Yield	N/A
50-Day Moving Average	$312.64
Beta	N/A
Avg. Volume	238,689.36
PE Ratio	N/A

52-Week High	$329.04
52-Week Low	$214.77
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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