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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly (FSLY) is experiencing a massive surge following a strong earnings beat and raised guidance, with the CEO emphasizing AI as a significant tailwind for its edge computing services. This pivotal "AI play" narrative, coupled with robust institutional accumulation and a notable short squeeze, is fueling intense debate among investors over its sustained momentum versus a rapid correction.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is a hot topic as it approaches its earnings release, grappling with a recent price target downgrade and reports of platform technical issues. Community discussion is sharply divided between concerns for a potential deep sell-off and bullish conviction that the current low valuation presents a significant buying opportunity for the crypto exchange.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing intense selling pressure, pushing the stock to multi-year lows as widespread market fears about AI's disruptive potential overshadow its strong fundamentals and substantial share buyback program. The community remains deeply divided on whether this makes it a generational buying opportunity or a company facing obsolescence.

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

Wendy's is trending amidst fervent community discussion fueled by acquisition rumors, which are sparking hopes for a short squeeze and a re-evaluation of its perceived undervaluation ahead of its anticipated earnings report.

Mega Fortune Co., Ltd. operates as an investment holding company. It specializes in delivering comprehensive IoT solutions and services across various industries. The company was founded in 2011 and is headquartered in Hong Kong.

Mega Fortune Co Ltd.

Mega Fortune Company Limited

MGRT is experiencing extreme volatility and multiple trading halts, with the community actively debating whether this low-float Chinese IPO is poised for a significant short squeeze or is a high-risk pump-and-dump, fueled by its limited share float and insider lock-up discussions.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is experiencing extreme volatility and a sharp sell-off despite beating earnings expectations and announcing a significant warrant deal with Amazon linked to $6.5 billion in product purchases. The community is fiercely debating whether this represents an overreaction and a 'screaming buy' opportunity in AI infrastructure or if concerns over margin compression, a CFO change, and broader tech sector repricing justify the dip.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is experiencing a significant sell-off despite beating revenue and EPS estimates, driven by a miss on adjusted gross margin. The gross margin contraction, attributed to rising memory chip costs and supply chain pressures, has sparked community debate over whether the market is overreacting to near-term profitability concerns amid strong long-term AI infrastructure demand.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following its FDA approval of Optune Pax for locally advanced pancreatic cancer, which many view as a significant breakthrough; however, community discussion remains divided between strong optimism for its market potential and concerns regarding past dilution and the treatment's commercial adoption.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is gaining significant attention following its inclusion in the S&P MidCap 400 and a flurry of analyst upgrades, alongside excitement for its rapid store expansion and new retail product lines. While many celebrate its consistent growth and cult-like customer loyalty, a strong debate persists within the community regarding its elevated valuation compared to industry peers.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending ahead of its earnings report, driven by a recent workforce reduction focusing on AI initiatives and ongoing speculation about a potential acquisition by OpenAI. The community is actively discussing the stock's significant decline, with many arguing it's undervalued and facing market manipulation, while others anticipate further volatility following the upcoming results.

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<ul class="summary-bullets"><li>The company reported a 21% year-over-year decline in adjusted EPS, while revenue remained flat during the quarter.</li><li>Fiserv said that while its performance during the quarter was in line with its expectations, this was the first full three-month period of the “One Fiserv” plan’s execution.</li><li>The company announced the “One Fiserv” plan in October 2025, focusing on client service, value-added technology solutions, and leading innovation.</li></ul>Fiserv Inc. (FISV) shares fell more than 5% in Tuesday’s pre-market trade after the company’s 2026 earnings guidance was weaker than Wall Street’s expectations.Fiserv forecasts FY2026 adjusted earnings per share (EPS) in the range of $8 to $8.3. At a midpoint of $8.15, this was below Wall Street's adjusted EPS estimate of $8.2, according to TheFly.“Our fourth quarter results and 2026 guidance are in line with what we outlined in October,” said Fiserv CFO Paul Todd.The company reported adjusted EPS of $1.99 on revenue of $4.9 billion during the fourth quarter (Q4), compared to Wall Street estimates of an adjusted EPS of $1.9 on revenue of $4.9 billion, according to Stocktwits data.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/FISV">Fiserv</a> trended in the ‘extremely bullish’ territory at the time of writing, with message volumes at ‘extremely high’ levels.<h2 class="st-heading-2">Earnings Decline, Flat Revenue</h2>Fiserv reported a 21% year-on-year (YoY) decline in its adjusted EPS, while revenue was flat during the quarter. The company said that while its performance during the quarter was in line with its expectations, this was the first full three-month period of the “One Fiserv” plan’s execution.“We are increasingly confident in our ability to create sustainable value by executing on the pillars that have long distinguished Fiserv,” said Fiserv CEO Mike Lyons.The company announced the “One Fiserv” plan in October 2025, focusing on client service, value-added technology solutions, and leading innovation.While announcing the launch last year, Lyons said that the company’s performance was not where it wanted it to be. He added that this action would better position Fiserv to drive sustainable, high-quality growth and reach its full potential.For the full year, Fiserv’s adjusted EPS was $8.64, beating an estimated $8.56. Revenue for the year came in at $19.8 billion, meeting Wall Street expectations.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bearish user expressed pessimism about Fiserv’s turnaround efforts.<stembedurl>https://stocktwits.com/Blaze_Equity/message/644544400</stembedurl>Another user pointed out that Fiserv’s shrinking margins, which are resulting in lower cash flow, will further increase the company’s debt.<stembedurl>https://stocktwits.com/AI_fever/message/644542256</stembedurl><a href="https://stocktwits.com/symbol/FISV">FISV stock</a> is down 10% year-to-date and 74% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-believes-nvidia-jensen-huang-ai-chip-demand/cZbU29oR4YS">Wharton's Jeremy Siegel Agrees With Jensen Huang That AI Chip Demand Is 'Sky High' — But Says 'Investors Are Asking The Right Questions'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Is FISV Stock Falling Today?

For the fiscal year 2026, Fiserv forecast adjusted earnings per share in the range of $8 to $8.3, and at a mid-point of $8.15 billion, it fell short of Wall Street’s estimates of $8.2.

Equity

<ul class="summary-bullets"><li>BofA acknowledged that the company significantly outperformed its estimate, but the firm reduced its price target to reflect a broad de-rating in growth stocks.</li><li>BMO Capital analysts raised their price target for RBLX to $160 from $155, highlighting Roblox’s investments in AI as well as the development of over 400 models on the company’s platform.</li><li>Piper Sandler reduced its price target on the company to $100 from $125, noting that while Roblox reported a YoY surge in bookings, they still decelerated 70% sequentially.</li></ul>Roblox Corp. (RBLX) shares were up nearly 13% in Friday morning’s trade after the company’s fourth-quarter (Q4) results surpassed Wall Street expectations.The company reported a loss of $0.45 per share in Q4 on revenue of $2.22 billion, beating Wall Street estimates of a loss of $0.47 per share on revenue of $1.79 billion.<h2 class="st-heading-2">Roblox Reports Surge Across Key Metrics</h2>Roblox reported a 43% year-on-year increase in its revenue and a 63% YoY surge in its bookings during the quarter, exceeding the company’s own expectations.The gaming company’s gains during the quarter were driven by an addition of about 60 million daily active users (DAU) when compared to the same period a year ago.Looking ahead, the company sees an even larger growth opportunity in the over-18-year-old demographic. Roblox stated that it currently reaches fewer than 10% of U.S. adults aged 18 to 34. It noted that this cohort is growing at over 50%, and that monetization in this group is 40% higher than in other groups.Explaining how it aims to capitalize on this opportunity, Roblox said it plans to help create games by expanding into new genres, with a look and feel that differs from its classic games.“Looking ahead, we are confident in our vision to connect one billion users and capture 10% of the global gaming market,” said Roblox founder and CEO David Baszucki.<h2 class="st-heading-2">Wall Street Is Divided</h2>Despite Roblox beating analyst expectations, Wall Street is divided about the company’s prospects.According to TheFly, analysts at BofA trimmed their price target for Roblox to $165 from $171, while keeping a ‘Buy’ rating. While it acknowledged that the company significantly outperformed its estimate, it reduced its price target to reflect a broad de-rating in growth stocks.BMO Capital analysts raised their price target for RBLX to $160 from $155, while keeping an ‘Outperform’ rating. The firm cited Roblox’s investments in AI and the development of over 400 models on its platform.However, Piper Sandler reduced its price target for the company to $100 from $125 while maintaining an ‘Overweight’ rating. The firm stated that while Roblox reported a YoY surge in bookings, bookings still decelerated by 70% sequentially.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/RBLX">Roblox</a> trended in the ‘bullish’ territory at the time of writing, with message volumes at ‘extremely high’ levels.One bullish user noted that RBLX stock should be “way up” from its current levels.<stembedurl>https://stocktwits.com/Luke123456789/message/644293486</stembedurl><a href="https://stocktwits.com/symbol/RBLX">RBLX stock</a> is down 19% year-to-date and 2% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bofa-flow-show-long-detroit-short-davos-trump-affordability-push/cZbFhAYR4F3">BofA Says 'Stay Long Detroit, Short Davos' Amid Trump's Affordability Push — What Does It Mean?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Roblox displayed on a tv screen and DualSense controller are seen in this illustration photo taken in Krakow, Poland on September 30, 2024.

Roblox Stock Shot Up 13% After Company Surpassed Its Own Expectations In Q4 – So, Why Are Analysts Divided?

The gaming company reported a loss of $0.45 per share in Q4 on revenue of $2.22 billion, compared to Wall Street estimates of a loss of $0.47 per share on revenue of $1.79 billion.

<ul class="summary-bullets"><li>The company announced that its Board of Directors authorized a repurchase program of up to $1 billion of Class A common stock.</li><li>The company expects Q1 2026 revenue in the range of $595 million to $605 million, analysts’ on average expect revenue of $577 million, as per data from fiscal.ai</li><li>A Reddit executive in an analyst call said that the social media platform saw strength across geographies.</li></ul>Reddit shares jumped after it reported a 70% jump in its revenue for the fourth quarter on Thursday, helped by higher ad spend by its customers.&nbsp;The company said its total revenue came at $726 million, above analysts’ estimates of $667 million, according to data from fiscal.ai.&nbsp;“We’re entering the next era of Reddit—defined by sharper execution, global expansion, and product innovation that puts real people and conversations at the center,” said Steve Huffman, Reddit Co-Founder and CEO. “Our focus is on turning Reddit’s authenticity into even more everyday utility.”The company announced that its Board of Directors authorized a repurchase program of up to $1 billion of Class A common stock.<h2 class="st-heading-2">Earnings</h2>The company said its total revenue came at $726 million, above analysts’ estimates of $667 million, according to data from fiscal.ai.&nbsp;The company said its Ad revenue also increased 75% year-over-year to $690 million, as its total active advertiser count grew by over 75% year over year in Q4.&nbsp;A Reddit executive in an analyst call said that “we saw strength across geographies. US revenue grew 68% while international revenue grew 78% year over year”.It reported a 244% jump in its diluted earnings per share that came at $1.24 per share, compared to $0.36 per share it posted in the same quarter last year. Analysts on average expected profit of $0.93 per share.&nbsp;<h2 class="st-heading-2">Outlook</h2>The company expects Q1 2026 revenue in the range of $595 million to $605 million. Analysts on average expect revenue of $577 million, as per data from fiscal.ai.It expects adjusted core profit in the range of $210 million to $220 million. Analysts on average expect revenue of $204.9 million.“In 2026, we're focused on making Reddit faster, more relevant, and more accessible to everyone, everywhere. A big part of this effort is improving feed relevancy, using AI and machine learning to make Reddit feel more personalized and useful,” a Reddit executive said during the analyst call.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RDDT trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user praised RDDT’s earnings by saying that the company blew it out of the water.&nbsp;<stembedurl>https://stocktwits.com/macrossluvsrobotech/message/644198851</stembedurl>Another user predicted the stock to reach the $300 mark after hailing the results.<stembedurl>https://stocktwits.com/plogan0/message/644198049</stembedurl>Another bullish user predicted stock to rally in coming days and weeks.<stembedurl>https://stocktwits.com/WeeklyOptionsTrading/message/644194871</stembedurl>Shares in the company have fallen 29% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/mstr-posts-more-than-1600-percent-jump-in-its-operating-loss-in-q4-2025-as-bitcoin-crash-bites/cZbZlO9R4nE">MSTR Posts More Than 1600% Jump In Operating Loss In Q4 As Bitcoin Crash Bites</a>For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Reddit logo is seen displayed on a smartphone. 

Reddit Shares Are Rallying After Hours On 244% Jump In Q4 Profit 

The company said its total revenue came at $726 million, rising 70% in the fourth quarter compared to a year-ago quarter. 

<ul class="summary-bullets"><li>The company said its total revenues for the fourth quarter of 2025 were $123.0 million, a 1.9% increase year-over-year.</li><li>Strategy said that as of Feb. 1, it has 713,502 bitcoin holdings at a total cost of $54.26 billion, or $76,052 per bitcoin.</li><li>At the time of writing bitcoin prices dipped below $63,000.</li></ul>Michael Saylor’s Strategy (MSTR) on Thursday reported a 1,640% rise in its operating loss in its fourth quarter earnings as weakness in bitcoin hits one of the largest digital asset treasury firms.&nbsp;The company said its operating loss for the fourth quarter of 2025 was $17.4 billion, compared to an operating loss of $1.0 billion for the fourth quarter of 2024. It said its operating loss for the fourth quarter of 2025 includes an unrealized loss on the company’s digital assets of $17.4 billion.<h2 class="st-heading-2">Q4 Details</h2>The company said its total revenues for the fourth quarter of 2025 were $123.0 million, a 1.9% increase year-over-year, compared to the fourth quarter of 2024. Subscription services revenues for the fourth quarter of 2025 were $51.8 million, a 62.1% increase year-over-year.“Our goal is to systematically increase Bitcoin per share over time, regardless of near-term market cycles, and continue to deliver durable BTC value for our long term investors,” MSTR CFO, Andrew Kang said in an analyst call.&nbsp;<h2 class="st-heading-2">Bitcoin Holdings</h2>Strategy said that as of Feb. 1, it has 713,502 bitcoin holdings at a total cost of $54.26 billion, or $76,052 per bitcoin.&nbsp;At the time of writing, bitcoin prices dipped below $63,000. It was trading 13.6% down at $62,739. On Stocktwits, retail sentiment around BTC trended in ‘extremely bearish’ territory amid ‘extremely high’ message volume.&nbsp;Bitcoin has been falling sharply over the past few weeks as investors continue to stay clear of riskier assets like cryptocurrency due to macroeconomic-induced pullback. The rout has worsened especially since Donald Trump announced Kevin Warsh as the nominee to become the next Federal Reserve chair.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around MSTR trended in ‘extremely bearish’ territory amid ‘extremely high’ message volume.&nbsp;One user said that investors are trapped as they can’t sell bitcoin holdings without crashing BTC further.&nbsp;<stembedurl>https://stocktwits.com/Ozzyol/message/644203764</stembedurl>Another bearish user predicted the MSTR stock price to come under $100 soon.<stembedurl>https://stocktwits.com/Jptrader3/message/644203466</stembedurl>Another bearish user said that MSTR should stop buying Bitcoin.<stembedurl>https://stocktwits.com/Alexh1166/message/644203254</stembedurl>Shares in the company have fallen 69.3% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/iren-stock-slides-after-market-after-swinging-to-loss-in-q2-2026/cZbZl6pR4nJ">IREN Stock Slides More Than 10% After Swinging To Loss In Q2</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Strategy logo is seen displayed on a smartphone ans in the background. 

MSTR Posts More Than 1600% Jump In Operating Loss in Q4 As Bitcoin Crash Bites

It said its operating loss for the fourth quarter of 2025 includes an unrealized loss on the company’s digital assets of $17.4 billion.

MSTR Posts More Than 1600% Jump In Operating Loss In Q4 As Bitcoin Crash Bites

<ul class="summary-bullets"><li>The report stated that the plan would allow tenants to have their monthly rent count toward a down payment if they decide to buy the home.</li><li>The plan would take effect after three years of renting.</li><li>The program’s target of one million homes would translate into roughly $250 billion in housing construction, the report said.</li></ul>Lennar Corp. (LEN) and Taylor Morrison Home Corp. (TMHC) are among the companies working on a plan to build about one million units under the “Trump Home” initiative.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-03/builders-push-trump-homes-to-win-backing-for-a-million-houses">report</a> citing people familiar with the matter, the proposal aims to encourage home builders to construct homes under a plan that would allow people to move from renting to owning.<a href="https://stocktwits.com/symbol/LEN">Lennar shares</a> were up nearly 6% in Tuesday morning’s trade, while&nbsp;<a href="https://stocktwits.com/symbol/TMHC">Taylor Morrison shares</a> were up around 5%. Retail sentiment on Stocktwits around Lennar trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Plan To Take Effect After Three Years Of Renting</h2>The report stated that the plan would allow tenants to have their monthly rent count toward a down payment if they decide to buy the home. The plan would take effect after three years of renting.The program would use a rent-to-own business model, with an option to purchase the asset at some point during the agreement. Tenants would continue making rent payments under the agreed terms, with the option to purchase the property after three years of renting under the program.The program’s target of one million homes would translate into roughly $250 billion worth of housing construction, the report said.In a post-earnings conference call in December, Lennar CEO Stuart Miller stated that the company is well placed to capitalize on demand for affordable homes. “We’re very well positioned to provide the affordable supply that the market needs when demand is ultimately activated by either lower interest rates or government-sponsored programs to enable affordability,” Miller said.This comes at a time when President Donald Trump has spoken out about housing affordability.In a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115861588073149023">post</a> in January, the President announced that he is instructing his representatives to buy up to $200 billion in mortgage bonds. He said this is because Fannie Mae and Freddie Mac have $200 billion in cash, resulting from his decision not to sell them during his first term.“This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable. It is one of my many steps in restoring Affordability,” he said.<h2 class="st-heading-2">Trump Slams Institutional Home Buying</h2>In another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115855059527504524">post</a> on Truth Social in January, President Trump criticized institutional home-buying, saying that the American dream of homeownership was out of reach for “far too many” people, especially young people.“I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it. People live in homes, not corporations,” he said.<a href="https://stocktwits.com/symbol/LEN">LEN stock</a> is up 11% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/TMHC">TMHC stock</a> is up 10%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pypl-stock-declines-premarket-q4-earnings-miss-paypal-appoints-new-ceo/cZbislXR4lt">PYPL Stock Declines Pre-Market After Q4 Earnings Miss: PayPal Appoints New CEO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Lennar Corp. sign announcing new homes for sale stands on January 11, 2012 in Miami, Florida. (Photo by Joe Raedle/Getty Images)

Lennar, Taylor Morrison Among Builders Reportedly Working On 'Trump Homes' Plan For About A Million Units: LEN, TMHC Stocks Rise

According to a Bloomberg report, the proposal aims to encourage home builders to construct homes under a plan that would allow people to transition from renting to owning.

<ul class="summary-bullets"><li>Last week, Rosenblatt analyst Barton Crockett also trimmed the price target for TTD to $53 from $64, while keeping a ‘Buy’ rating.</li><li>The analyst called the termination of CFO Alexander Kayyal “surprising” after being appointed five months prior.</li><li>Truist analyst Youssef Squali also cited Kayyal’s termination as CFO as the reason for trimming TTD stock’s price target to $60 from $85.</li></ul>The Trade Desk Inc. (TTD) shares were down nearly 3% in Tuesday’s pre-market trade after a KeyBanc analyst trimmed their price target for the TTD stock by more than 50%.According to TheFly, KeyBanc reduced its price target for The Trade Desk to $40 from $88, while maintaining its ‘Overweight’ rating on the shares. The new price target still implies an upside of more than 34% from TTD’s closing price on Monday.On January 26, The Trade Desk announced that Tahnil Davis has been appointed as the interim CFO until the company finds a permanent successor to Alexander Kayyal. The Ventura, California-based company did not cite any reasons for Kayyal’s termination.<h2 class="st-heading-2">What Drove The Price Target Cut?</h2>KeyBanc analyst Justin Patterson cited their more conservative growth outlooks and the enterprise multiple (EV/EBITDA) for more than halving the price target for The Trade Desk’s shares.The analyst noted that he expects another volatile quarter for the small and midcap stocks in the advertising sector. Patterson expects competition among companies for incremental advertising budgets and positioning around agentic AI themes.Last week, Rosenblatt analyst Barton Crockett also trimmed the price target for TTD to $53 from $64, while keeping a ‘Buy’ rating. The analyst called the termination of Kayyal “surprising” after being appointed five months prior.The "surprising personnel volatility in this key post for now eviscerates the argument for a valuation premium to growth,” Crockett stated.Truist analyst Youssef Squali also cited Kayyal’s termination as CFO as the reason for trimming TTD stock’s price target to $60 from $85, while maintaining a ‘Buy’ rating. Squali stated that the price target cut is to reflect the “greater uncertainty” at The Trade Desk following the CFO transition.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/TTD">The Trade Desk</a> was in the ‘bearish’ territory, with message volumes at ‘high’ levels. The PYPL stock was the fourth most trending ticker on the platform at the time of writing.One user said that The Trade Desk is a “take over candidate.”<stembedurl>https://stocktwits.com/ElonBust/message/643779067</stembedurl>Another user cautioned that if the company does not release some positive news, the bleeding in the TTD stock won’t stop.<stembedurl>https://stocktwits.com/RG2026/message/643778972</stembedurl><a href="https://stocktwits.com/symbol/TTD">TTD stock</a> is down 22% year-to-date and 75% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pypl-stock-declines-premarket-q4-earnings-miss-paypal-appoints-new-ceo/cZbislXR4lt">PYPL Stock Declines Pre-Market After Q4 Earnings Miss: PayPal Appoints New CEO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Trade Desk logo is displayed on a smartphone screen in front of a stock chart. 

TTD Stock Is Falling Today: KeyBanc Slashes Price Target By Over 50%, Flags Tougher Growth Outlook

According to TheFly, KeyBanc reduced its price target for The Trade Desk to $40 from $88, while maintaining its ‘Overweight’ rating on the shares.

HOOD Stock Falls To Over 6-Month Lows – Piper Sandler Flags Three Near-Term Risks But Retail Sees Buying Opportunity

Piper Sandler cited softer cryptocurrency trading volumes, the end of the football season weighing on prediction market revenue, and rising doubts about the momentum of retail trading as reasons for the downtrend.

<ul class="summary-bullets"><li>JPMorgan’s Rajat Gupta said that the crux of the short-seller report stems from an incorrect representation of the service income that DriveTime earned from Carvana’s loan monetization avenues.</li><li>He also noted that there is a consistent theme of mixing up cumulative fair value metrics with annual and static metrics, which has resulted in a “significant misrepresentation of facts.”</li><li>BTIG said that the most serious allegations against Carvana in the short-seller report are “not well-founded.”</li></ul>Carvana Co. (CVNA) shares gained more than 6% in Thursday’s pre-market trade after analysts shot down a short seller report that cast a shadow of doubt over the company’s partnership with DriveTime.According to TheFly, JPMorgan analyst Rajat Gupta dismissed the short-seller report from Gotham City Research, questioning the representation of service income earned by DriveTime across Carvana’s loan monetization business. Similarly, analysts at BTIG also shot down the accusations made by the short seller in its report released on Wednesday.Carvana’s shares declined 14% in Wednesday’s regular trade following the release of the short-seller report.<h2 class="st-heading-2">What Are Analysts Saying?</h2>JPMorgan’s Gupta said that the crux of the short-seller report stems from an incorrect representation of the service income that DriveTime earned from Carvana’s loan monetization avenues.He also noted that there is a consistent theme of mixing up cumulative fair value metrics with annual and static metrics, which has resulted in a “significant misrepresentation of facts.”While adding that the sell-off in Carvana shares on Wednesday was surprising, Gupta kept an ‘Overweight’ rating on the stock, with a price target of $510. This implies an upside of over 24% from CVNA’s closing price on Wednesday.BTIG analysts noted that while it’s not news that Carvana and DriveTime are related parties, the short-seller report drew attention since DriveTime’s annual report was obtained for the first time through a Freedom of Information Act request.The firm said that the most serious allegations against Carvana in the short-seller report are “not well-founded,” while adding that it disagrees with the calculation of DriveTime's leverage, servicing fee, and the write-down logic used in the report.<h2 class="st-heading-2">What Does DriveTime Do?</h2>Founded in 2002, DriveTime is a used car retailer that offers customers with newer model vehicles with low mileage. Based in Tempe, Arizona, DriveTime sells and finances cars across 145 locations and has 3,800 employees.The link between the two companies is Ernie Garcia II, who owns DriveTime and is Carvana's controlling shareholder. He is also the father of Carvana’s co-founder and CEO, Ernie Garcia III.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CVNA">Carvana</a> was in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels. The stock was the third-most-trending ticker on the platform at the time of writing.One bearish user stated that the company would not have any profits if it weren’t for DriveTime.<stembedurl>https://stocktwits.com/SuperPuncher/message/643260883</stembedurl>However, a bullish user said they hope Carvana announces a stock split after earnings to attract more retail investors.<stembedurl>https://stocktwits.com/MaoZedong/message/643261573</stembedurl><a href="https://stocktwits.com/symbol/CVNA">CVNA stock</a> is down 3% year-to-date, but up 67% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-jerome-powell-hurting-us-national-security-fed-rate-unchanged/cmyifoAR4KF">Trump Slams Powell Over Rates, Ties It To National Security – Says Fed Policy Is Costing US ‘Hundreds Of Billions Of Dollars A Year'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Carvana car vending machine displays vehicles at a dealership on February 21, 2025 in Peoria, Arizona. (Photo by Kevin Carter/Getty Images)

CVNA Stock Rebounds After Analysts Call Carvana Short Report 'Significant Misrepresentation Of Facts'

JPMorgan analyst Rajat Gupta dismissed the short-seller report from Gotham City Research, questioning the representation of service income earned by DriveTime across Carvana’s loan monetization business.

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