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

ImmunityBio Inc

ImmunityBio (IBRX) is soaring after Dr. Patrick Soon-Shiong's compelling presentation underscored Anktiva's cancer-curing potential, fueling fervent community discussion about an impending short squeeze and speculation regarding a supportive mention during the State of the Union address.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending after Jim Cramer's bullish comments ignited community debate on a potential rebound. Investors are also keenly watching for March 1st, when CEO Noto's share buying restriction lifts, as discussions continue around S&P 500 inclusion and the stock's recent decline despite strong fundamentals.

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 Group is trending after reporting strong Q4 earnings and robust revenue growth, fueling bullish excitement about its restaurant expansion. Conversely, a significant portion of the community expresses skepticism regarding its high valuation and decelerating same-store sales, despite the positive results.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as it expands its "Amazon of transportation" vision by acquiring parking app SpotHero and making significant investments in autonomous vehicle infrastructure and partnerships globally. While strong user growth and a CFO share purchase signal confidence, the community remains divided over the stock's valuation and the long-term implications of its asset-heavy AV pivot amid ongoing legal and competitive pressures.

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 trending after reporting mixed Q4 results, which showed increased revenue but also widening losses and substantial cash burn, fueling community debate over its long-term viability. The market is weighing future model launches and recent layoffs against persistent dilution concerns and the financial backing of the Saudi Public Investment Fund.

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

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its recent earnings report, which included softer-than-expected subscription revenue guidance and an immediate CEO change aimed at accelerating AI transformation, intensifying the ongoing debate among investors. The community is sharply divided, with many questioning Workday's valuation and the broader enterprise software sector's growth trajectory amidst concerns about AI disruption and the use of non-GAAP financial metrics.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending as its latest earnings report delivered strong revenue growth but a slight miss on profitability, sparking a debate among investors who weigh aggressive market share expansion against short-term margin pressures and sector competition. The community is actively discussing the stock's significant price volatility following the results.

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 due to its advanced GaN and SiC power platforms, which are considered crucial for next-gen AI data centers and grid infrastructure, leading to optimism about potential 'generational gains' from hyperscaler engagements. However, the community is actively debating the high valuation and the urgent need for definitive, revenue-generating contracts to materialize from these promising evaluations.

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 following its robust earnings report, marking its 18th consecutive beat and raise, and providing positive GAAP net income guidance. The community is actively discussing its strong growth, strategic AI integration, and proprietary data as key differentiators, even amidst a broader software sector sell-off.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a significant rally as escalating demand for its fiber optic solutions positions it as a critical infrastructure play for the accelerating buildout of AI data centers. The community is actively discussing a major agreement to supply a hyperscaler, anticipating additional similar deals, even as some caution about its rapid ascent and overbought indicators.

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<ul class="summary-bullets"><li>The firm is scheduled to report its financial performance for Q4 and fiscal 2025 ahead of the market open on Tuesday, Feb. 10, 2026.</li><li>The company’s total revenue for fiscal 2025 is projected around $370.2 million to $370.4 million.</li><li>Looking ahead, the company has set a revenue forecast for fiscal 2026 between $365 million and $375 million.</li></ul>InMode (INMD) stock is gaining investor attention in Friday’s premarket after the medical technology provider announced its fourth quarter (Q4) sales outlook.The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data.&nbsp;<h2 class="st-heading-2">2025 And 2026 Outlook&nbsp;</h2>The firm is scheduled to report its financial performance for Q4 and fiscal 2025 ahead of the market open on Tuesday, Feb. 10, 2026. The company’s total revenue for fiscal 2025 is projected to be around $370.2 million to $370.4 million, below the analysts' consensus estimate of $371 million, as per FiscalAI data.InMode expects a non-GAAP gross margin near the high end of the 70% range for the full 2025 fiscal year.&nbsp;Looking ahead, the company has set a revenue forecast for fiscal 2026 between approximately $365 million and $375 million.&nbsp;<a href="https://stocktwits.com/symbol/INMD">InMode stock</a> inched 0.8% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_055125_png_79a97af5f3.webp" alt="INMD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="926" height="105"></figure>A bullish Stocktwits user highlighted sequential growth and high margins.&nbsp;<stembedurl>https://stocktwits.com/thinkandpick/message/641307067</stembedurl>Another user pointed to ongoing pressure in the aesthetic device sector, noting that demand remains subdued, but added that the latest outlook broadly aligns with the company’s earlier outlook for 2025, suggesting performance is tracking as expected.<stembedurl>https://stocktwits.com/findingthestock/message/641285697</stembedurl><h2 class="st-heading-2">Brokerage Radar&nbsp;</h2>In December, Canaccord cut its price target on InMode to $15 from $16 and kept a ‘Hold’ rating on the stock, according to TheFly. The firm said it still has a positive long-term view on the medical technology industry going into 2026, noting that mid-sized company valuations remain low, and deal activity is increasing.INMD stock has declined by over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A worker produces medical instrument at Shandong Yixing Medical Instrument Co., Ltd.

INMD Stock Draws Investor Attention On Q4 Financial Update

The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data. 

Equity

The company said it anticipated its fourth-quarter (Q4) sales to fall within a tight range of $103.6 million to $103.8 million, compared with the analyst consensus estimate of $104.64 million, according to FiscalAI data. 


UBS says this sector remains a high-quality, defensive investment theme

Investing.com -- UBS continues to view the medical devices sector as a high-quality, defensive investment theme, supported by long-term demographic shifts and rising global demand.

Citi shuffles MedTech stocks: BDX downgraded, ITGR raised; reiterates top pick

Investing.com -- Citi analysts revised their MedTech coverage following a volatile first quarter, with several rating changes and adjustments to target prices.

HSBC shuffles MedTech stocks, cutting 4, upgrading 2

Investing.com -- HSBC has reshuffled its ratings across the MedTech and Life Sciences sector, upgrading   Siemens  Healthineers AG  (ETR:SHLG) and Sonova (SIX:SOON) to Buy while cutting  Align Technology  (NASDAQ:ALGN), Eurofins Scientific SE (EPA:EUFI), IQVIA, and Smith&Nephew (LON:SN) to Hold.

Are Wall Street Analysts Predicting Cooper Companies Stock Will Climb or Sink?

Cooper Companies has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

DexCom, a manufacturer of glucose monitoring systems for diabetes management, witnessed a 19% rise in the number of watchers on Stocktwits over the last week. The renewed interest in the stock came after the firm surprisingly trimmed its full-year sales forecast, a move that immediately pushed its shares down by 40%.The firm now anticipates full-year revenue of $4.00-$4.05 billion versus an earlier guidance of $4.20-$4.35 billion. Analysts did not take the significant revision lightly and raised concerns during the earnings call. DexCom management cited factors like sales force disruption and a decline in market share as some of the primary reasons that led to the guidance trim.Meanwhile, the company reported a 15% rise in its second quarter revenue at $1 billion while net income rose 24%YoY to $143.50 million. Volume growth in conjunction with strong new customer additions continued to be the primary driver of revenue growth.The firm’s sensor segment witnessed a 22% YoY rise in revenue at $947 million while hardware revenue declined 39% to $57.30 million.Kevin Sayer, Dexcom’s chairman, president and CEO stated that the firm’s execution did not meet its high standards. The firm cited a decline in new customers, lower revenue per patient and higher-than-expected rebates as reasons for its sales guidance cut.Meanwhile, JPMorgan downgraded the stock to ‘Neutral’ from ‘Overweight’ while reducing the price target to $75 from $145. The firm’s analyst said the second-quarter update was a sharp turn in the wrong direction for the firm.However, retail sentiment is currently trending in the bullish territory (56/100) as investors’ confidence was buoyed by the firm’s $750 million share repurchase program.<figure class="image"><a href="https://stocktwits.com/symbol/DXCM"><img style="aspect-ratio:790/219;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_07_31_at_12_31_30_PM_317bed394d.png" alt="Stocktwits sentiment trends in bullish zone for DexCom" width="790" height="219"></a><figcaption>Stocktwits sentiment trends in bullish zone for DexCom</figcaption></figure>DexCom hasn’t recovered from the 40% decline but retail investors anticipate the share repurchase may help in recouping some of the losses. One Stocktwits user named ‘MoonWalk3000’ expressed optimism about the company’s buyback decision and said this is a good way to improve the book value of the stock.<figure class="image"><a href="https://stocktwits.com/MoonWalk3000/message/580825054"><img style="aspect-ratio:788/695;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_07_31_at_12_32_42_PM_927efc54e2.png" alt="Stocktwits user MoonWalk3000's post on DexCom" width="788" height="695"></a><figcaption>Stocktwits user MoonWalk3000's post on DexCom</figcaption></figure>

DexCom Crashed 40% In A Single Day Last Week; Gains 19% More Stocktwits Watchers

The firm revised down its full-year sales guidance which led to a slew of analyst downgrades. Retail investors are betting on the $750 million share repurchase program announced by the firm to buoy shares.

SPDR Series Trust - State Street SPDR S&P Health Care Equipment ETF

Beat EPS and revenue

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Miss EPS and revenue

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

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