SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics ($MLTX) is trending due to a significant stock drop following analyst downgrades and concerns over clinical trial data for their drug, sonelokimab, with RBC Capital citing uncompetitive effect size. The community is debating whether the sell-off is an overreaction, with some seeing a buying opportunity due to the company's cash reserves and pipeline, while others express concern over biotech volatility and potential risks. Discussions also include speculation about potential buyouts and the impact of institutional ownership on the stock's price movement.

Dogwood Therapeutics, Inc. is a development-stage biotechnology company, which engages in developing therapeutics for pain and fatigue illness. Its product includes Halneuron. It focuses on antiviral therapies IMC-1 and IMC-2 to treat diseases associated with a viral triggered abnormal immune response such as Long-COVID and fibromyalgia. The company was founded on February 28, 2012 is headquartered in Alpharetta, GA.

Dogwood Therapeutics Inc.

Dogwood Therapeutics is trending as traders discuss its low float and potential for a significant price surge, drawing comparisons to similar past runners. The community is closely watching for news related to upcoming Phase 2 data on Halneuron and potential partnerships for IMC-1, with some speculating on a potential squeeze due to limited shares available for borrowing.

"What's Updog?" is a Community Led token.

UpDog

$UPDOG.X is trending as the community rallies around the meme-based token on the Solana blockchain, emphasizing its longevity and status as a Jupiter Strict List token. Community members are playfully engaging with the 'What's UpDog?' joke, fostering a lighthearted atmosphere while encouraging others to 'load' the token. The focus remains on community-building and shared humor within the $UPDOG.X ecosystem.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as the crypto community focuses on its potential to represent and revolutionize cannabis culture. Discussions highlight Weedcoin's mission to foster a positive community and bridge culture with cryptocurrency. Some traders are speculating about potential catalysts from cannabis-related news and broader discussions around the future of the cannabis industry.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending due to a significant pre-market slump triggered by reports of a high anaphylaxis rate in a drug study, specifically seven patients experiencing anaphylaxis and withdrawing from a long-term study. The community is torn between concerns about the side effects and optimism about the drug's potential, with some viewing the drop as an overreaction and a buying opportunity, while others are exiting their positions. Despite the setback, some believe the FDA's continued involvement suggests the program is not stalled and that the data still signals great potential.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

GLD is trending as gold prices reach new all-time highs, fueled by expectations of Fed rate cuts and safe-haven demand amid geopolitical tensions. The community is discussing whether this rally has more room to run, with some pointing to a potential currency collapse while others worry about overbought conditions and an impending correction. Broader market context includes de-dollarization and strong central bank buying, influencing the conversation around gold's role as a store of value.

JFB Construction Holdings is a commercial and residential real estate construction and development company, which engages in delivering services to commercial and residential markets. It operates through the following segments: Commercial Construction, Residential Construction, and Real Estate Development. The Commercial Construction segment includes all activities related to the construction of commercial properties. The Residential Construction segment focuses on the construction of residential properties including single-family homes and multi-family units. The Real Estate Development segment refers to the acquisition, development, and sale of real estate properties. The company was founded by Joseph F. Basille III on April 9, 2024 and is headquartered in Lantana, FL.

JFB Construction Holdings - Ordinary Shares - Class A

JFB is trending due to a recently announced private placement of approximately $44 million, sparking significant after-hours trading activity. The community is actively discussing the stock's potential for a short squeeze, noting its small float and high short interest. Some traders are also pointing to potential dilution from warrants associated with the private placement.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is trending due to news around potential government funding and strategic initiatives in the rare earth sector, including discussions of reallocating funds from the CHIPS Act. The community is actively discussing the implications of these developments, particularly in relation to domestic supply chains and competition with China. Some are also noting insider selling, as well as upcoming milestones for the company's magnet production and mine development.

Electronic Arts, Inc. engages in the development, marketing, publication, and distribution of games, content, and services for game consoles, PCs, mobile phones, and tablets. The company develops and publishes games and services across various genres, such as sports, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Anthem, Need for Speed, and Plants v. Zombies brands, and license games, including FIFA, Madden NFL, and Star Wars brands. The firm also provides advertising services and licenses its games to third parties to distribute and host its games. It markets and sells its games and services through digital distribution channels, as well as through retail channels, such as mass-market retailers, electronics specialty stores, and game software specialty stores. The company was founded by William M. Hawkins III and William Gordon in 1982 and is headquartered in Redwood City, CA.

Electronic Arts, Inc.

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

Barrick Mining Corp.

Barrick Mining Corp

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Shares of Progress Software Corp. (PRGS), an artificial intelligence-powered application development platform provider, are in the spotlight ahead of its quarterly results.The Burlington, Massachusetts-based company is scheduled to report its financial results for the third quarter of the fiscal year 2025 after the market closes on Monday. According to Fiscal.ai, the company is expected to report adjusted earnings per share (EPS) of $1.30, up from $1.26 reported for the same period in the previous year. Revenue is expected to rise more than 34% year-over-year to $240.11 million.The guidance issued in late June called for adjusted third-quarter EPS of $1.28-$1.34 and revenue of $237 million to $243 million. At that time, the company raised its full-year guidance to $5.28 to $5.40 and $962 million to $974 million, respectively.Among the key metrics the market would look forward to are the annual recurring revenue (ARR) and adjusted operating margin.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/PRGS">Progress Software stock</a> shifted to ‘bullish’ (73/100) as of early Monday, down from ‘extremely bullish’ the day before. The message volume remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:616/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_4_37_47_AM_png_d38f6ad99c.webp" alt="Screenshot 2025-09-29 at 4.37.47 AM.png" width="616" height="54"><figcaption>PRGS sentiment and message volum as of 4:30 a.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>During the quarter, Progress Software announced AI-powered threat detection and incident response solutions for organizations, as well as a significant expansion of its AI-powered developer capabilities in its developer toolsets, Progress Telerik and Progress Kendo UI. It also unveiled Progress Federal Solutions, a wholly owned subsidiary established to serve the specialized needs of U.S. federal, defense, and public sector organizations.Progress Software stock has lost about 36% this year, underperforming the nearly 6% gain for the&nbsp;<a href="https://stocktwits.com/symbol/XSW">SPDR S&amp;P Software &amp; Services ETF (XSW)</a>. Analysts’ average price target for the stock is $83, according to Koyfin. This implies roughly 67% upside from the stock’s Friday close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-traders-evenly-split-about-government-shutdown-odds/chDMMmrR37S">Retail Traders Evenly Split About Government Shutdown Odds: Strategists Weigh In On Whether Jobs Report Would Be Delayed Amid Looming Risk</a>

2025/03/06: In this photo illustration, the Progress Software Corporation logo is seen displayed on a smartphone screen. 

Progress Software Analysts Project 67% Upside For Stock: Can Q3 Earnings Spark A Rally

According to Fiscal.ai, the company is expected to report adjusted earnings per share (EPS) of $1.30 and revenue of $240.11 million.

Equity

According to Fiscal.ai, the company is expected to report adjusted earnings per share (EPS) of $1.30 and revenue of $240.11 million.


Shares of artificial intelligence (AI)-powered decision intelligence solutions company Big Bear.ai Holdings, Inc. (BBAI) have been on a tear in recent sessions. The stock has risen in each of the past nine sessions, gaining nearly 69% over the period.On Stocktwits, retail optimism toward&nbsp;<a href="https://stocktwits.com/symbol/BBAI">BigBear stock</a> remains high, with platform users remaining ‘extremely bullish’ (81/100) on the stock. The message volume on the stream also remained ‘extremely high.’The 30-day change in message volume leading up to late Wednesday was over 4,000%.<figure class="image"><img style="aspect-ratio:617/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_3_30_50_AM_png_b06e97255e.webp" alt="Screenshot 2025-09-24 at 3.30.50 AM.png" width="617" height="57"><figcaption>BBAI sentiment and message volume as of 3:30 a.m. ET, Sept. 24 | source: Stocktwits</figcaption></figure>The stock’s technical signals are mixed. While a move above a double-top formation seen in July can position it for further gains, the 14-day relative strength index (RSI) is in overbought territory (79.35).<img src="https://news.stocktwits-cdn.com/Big_Bear_1_year_chart_png_70250e0bb2.webp" alt="BigBear 1-year chart.png">Source: KoyfinBigBear announced Tuesday that it would deploy advanced AI and orchestration technologies for the&nbsp; U.S. Naval Forces Southern Command/U.S. 4th Fleet at UNITAS 2025. “In collaboration with digital solutions leader SMX, BigBear.ai will showcase AI-powered capabilities that can improve coordination, decision-making, and threat detection in vast maritime operation zones where counter-narcotics, human trafficking, and arms smuggling are key concerns,” it said.An ongoing Stocktwits poll that asked users about the trending stocks on the platform they were most bullish about for the next five years found that a majority (37%) picked BigBear. The poll has received responses from about 11,000 users so far. Quantum computing company IonQ came second on retail traders’ bullish list, followed by Opendoor Technologies (OPEN).<a href="https://stocktwits.com/StocktwitsPolls/message/629656081"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_3_00_29_AM_png_898d8a8292.webp" alt="Screenshot 2025-09-24 at 3.00.29 AM.png"></a>A bullish user premised his optimism on increased institutional interest in the stock and its exposure to AI.&nbsp;“Big money is in this, big time. The Ai future is here!”<stembedurl>https://stocktwits.com/Theopilus/message/629776613</stembedurl>Another watcher called for double-digit stock levels this week.<stembedurl>https://stocktwits.com/5GAI/message/629776147</stembedurl>BigBear stock has gained approximately 80% this year. As of the last check, it was up 0.50% in overnight trading.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-futures-edge-up-after-market-s-retreat-from-peak/chDKtL4R3dn">Dow, Nasdaq Futures Edge Up After Market’s Retreat From Peaks — Strategist Says Time Ripe To Move Money Into ‘SMID-Cap’ Stocks</a>

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

Can BigBear Stock Extend Its Hot 9-Day Winning Streak? Here’s What Retail Traders Think

On Stocktwits, the 30-day change in message volume in the BigBear stream leading up to late Wednesday was over 4,000%.

Artificial intelligence (AI)-powered decision intelligence solutions company Big Bear.ai Holdings, Inc.’s (BBAI) trended on Stocktwits early Tuesday. The stock also gathered some momentum in the overnight trading, over 3% in the overnight session.&nbsp;The 24-hour message volume on the Bigbear stream on Stocktwits was up over 500%. Retail sentiment toward<a href="https://stocktwits.com/symbol/BBAI"> Bigbear stock</a> improved to ‘extremely bullish’ by early Tuesday from ‘bullish’ a day ago.<figure class="image"><img style="aspect-ratio:616/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_16_at_2_26_23_AM_png_1d434e28ff.webp" alt="Screenshot 2025-09-16 at 2.26.23 AM.png" width="616" height="54"><figcaption>BBAI sentiment and message volume as of 2:25 a.m. ET, Sept. 16 | source: Stocktwits</figcaption></figure>The chatter on the platform centered around a recent&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030932.pdf">disclosure</a> by Rep. Lisa McClain (R-Mich.) regarding the purchase of Bigbear stock worth between $15,000 and $50,000 as part of a 401K account held with Charles Schwab.&nbsp;The trade was done on Aug. 7, with the disclosure coming along with a series of other transactions filed by the representative on Friday. An X handle, going by the name Nancy Pelosi Stock Tracker, said this was the first time a politician had bought Bigbear shares, and that the company earned the majority of its revenue from government contractors.In mid-August, when Bigbear released its second-quarter results, it lowered its full-year guidance due to disruptions in federal contracts from efficiency efforts, most notably in programs that support the U.S. Army, as it seeks to consolidate and modernize its data architecture.Incidentally, McClain’s purchase was made a few days before the earnings report was published.Kevin McAleenan, Bigbear’s CEO since January, has previously worked with U.S. national security agencies, including the U.S. Department of Homeland Security (DHS) during the first Trump administration. He has also served as the Commissioner of U.S. Customs and Border Protection.A bullish watcher said $4.75 is the bottom line for Bigbear stock but looked ahead to a “bullish ride.” The stock settled the previous session at $5.09.<stembedurl>https://stocktwits.com/Yousefasfour/message/628785491</stembedurl>Another user referred to the Congresswoman’s stock purchase and wondered whether that was sort of an indication that the company might land more government contracts.<stembedurl>https://stocktwits.com/mentally1sick/message/628785405</stembedurl>Bigbear stock has gained more than 14% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tim-cook-says-apple-s-600-b-us-investment-extraordinary-commitment/chwy42rRdyI">Tim Cook Calls Apple’s $600B US Investment An ‘Extraordinary Commitment’ With Potential ‘Domino Effect’</a>

In this photo illustration, a person holds a smartphone displaying the logo of BigBear.ai Holdings, Inc. (NYSE: BBAI), on August 8, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Bigbear Stock Sparks Retail-Trader Buzz As Congressional Disclosure Fuels Speculation Of Federal Wins

The trade was done on Aug. 7, with the disclosure coming along with a series of other transactions filed by the representative on Friday.

AI Software ETFs for Long-Term Opportunity

AI's rapid adoption, steady software demand, and the sector's long-term growth potential put focus on ETFs like IGV and XSW. 



Elastic N.V. (ESTC) stock jumped nearly 17% in Friday’s early premarket trading after the artificial intelligence (AI)-enabled search company reported above-consensus estimates and issued an upbeat forward outlook.The gains have come despite the futures market pointing to a lower opening for the major U.S. averages on Friday.If the premarket gains are sustained in the regular session, the stock is eyeing its best day since December 2023.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/ESTC">Elastic stock</a> improved to ‘extremely bullish’ (88/100) by early Friday, from ‘neutral’ a day ago. The message volume increased to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:616/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_at_4_58_01_AM_png_bdeda9e799.webp" alt="Screenshot 2025-08-29 at 4.58.01 AM.png" width="616" height="53"><figcaption>ESTC sentiment and message volume as of 5 a.m. ET, Aug. 29 | source: Stocktwits</figcaption></figure>San Francisco, California-based Elastic reported adjusted earnings per share (EPS) of $0.60 for the first quarter of the fiscal year 2026, up from $0.35 a year ago and exceeding the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>-compiled consensus of $0.42.&nbsp;Revenue climbed 20% year-over-year (YoY) to $415 million versus the $397.33 million consensus estimate. The revenue growth quickened from the 16% seen for the fourth quarter.&nbsp;CEO Ash Kulkarni said, “Elastic had an excellent Q1 and a strong start to the fiscal year, surpassing the high end of our guidance across all metrics.”“With AI now clearly shaping technology decisions, our strong performance directly demonstrates the value that Elastic’s Search AI Platform delivers to our customers.”The company expects the second-quarter and fiscal year 2026 revenue&nbsp;to be&nbsp;above consensus estimates. The full-year adjusted EPS is also above the analysts’&nbsp;consensus estimate, but the&nbsp;quarterly guidance fell short of expectations.Elastic’s stock has gained over 11% year-to-date (YTD). The Koyfin-compiled consensus price target for the stock is $109.65, implying nearly 25% from Thursday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-futures-slide-after-market-clocks-fresh-record/chtTBFCRdZD">Dow, Nasdaq Futures Slide After Market Clocks Fresh Records — Strategist Says ‘AI Theme’ Remains Intact</a>

Elastic Stock Poised To Outperform Broader Market Today: Here’s Why

Revenue climbed 20% year-over-year (YoY) to $415 million versus the $397.33 million consensus estimate, with the growth quickening from the 16% rate seen for the fourth quarter.

Verint Systems, Inc. (VRNT), a software-as-a-service (SAAS) company that provides customer experience automation and workforce management solutions, is reportedly close to striking a deal to be bought by private-equity firm Thoma Bravo.Reacting to the rumor,&nbsp;<a href="https://stocktwits.com/symbol/VRNT">Verint Systems' stock</a> jumped over 18% in overnight trading on Sunday.A Bloomberg report, citing people familiar with the matter, stated that the deal valued Verint at approximately $2 billion, including the company’s debt. This compares to the company’s $1.231 valuation as of the stock’s closing price of $20.47 on Friday.The deal could be announced as early as Monday, the report said, adding that talks could fall through or the timing and terms could change.Bloomberg had reported in July that the two companies were in talks regarding a potential deal.&nbsp;Thoma Bravo has been actively pursuing software deals, with the firm striking a $12.3 billion deal to acquire human resources management software firm Dayforce last week.&nbsp;Meanwhile, Verint has been quick to adopt artificial intelligence (AI) to improve operational efficiency. The company announced in late July that it&nbsp;had achieved a 70% reduction in cost per interaction and handled three times the call volume in contact centers by using Verint Bots.The company counts among its customers high-profile firms such as Alphabet’s Google, Microsoft, Analog Devices, FedEx, and Lyft.Verint’s first-quarter results, announced in early July, showed a 6% year-over-year decline in revenue, but both top- and bottom-line results exceeded guidance. The company reaffirmed its guidance for the fiscal year 2026.On Stocktwits, retail sentiment toward Verint stock stayed ‘bearish’ (34/100) late Sunday, with the sour mood accompanied by ‘normal’ volume. The sentiment meter, however, is yet to factor in the deal speculation.&nbsp;<figure class="image"><img style="aspect-ratio:613/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_24_at_10_04_43_PM_png_d7304af53d.webp" alt="Screenshot 2025-08-24 at 10.04.43 PM.png" width="613" height="52"><figcaption>VRNT sentiment and message volume as of 10:05 p.m.m Aug 24 | source: Stocktwits</figcaption></figure>Verint shares have declined by over 25% this year, compared to the S&amp;P 500’s 10% gain.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-byd-be-china-s-ferrari-ev-giant-opens-race-tracks-for-200-k-cars/chssEcCRdKZ">Can BYD Be China’s Ferrari? EV Giant Opens Race Tracks For $200K Cars</a>

The Verint Systems building located at 330 South Service Road in Melville, New York, on January 6, 2014. 

Thoma Bravo Said To Be Eyeing Verint Takeover In $2B Deal Just Days After Report Of Dayforce Buy

The private-equity firm has been actively pursuing software deals, with the firm striking a $12.3 billion deal to acquire human resources management software firm Dayforce last week. 

Is SPDR S&P Software & Services ETF (XSW) a Strong ETF Right Now?

BigBear.ai Holdings, Inc. (BBAI) shares tumbled in Monday’s extended trading after the artificial intelligence (AI)-powered decision intelligence solutions company announced an across-the-board miss for its second quarter.On Stocktwits, BigBear stock was the top-trending ticker by late Monday. The 24-hour message volume change on the stock’s stream leading up to late Monday was 1,872%.Retail sentiment toward the stock improved to ‘bullish’ (69/100) by late Monday from ‘neutral’ a day ago.<figure class="image"><img style="aspect-ratio:620/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_11_at_11_12_50_PM_png_d22c0e8760.webp" alt="Screenshot 2025-08-11 at 11.12.50 PM.png" width="620" height="63"><figcaption>BBAI sentiment and message volume as of 11:10 p.m. ET, Aug. 11 | source: Stocktwits</figcaption></figure>The McLean, Virginia-based company reported a loss of $0.71 per share for the second quarter of the fiscal year 2025, significantly wider than the year-ago loss of $0.06 per share. The Fiscal.ai-compiled called for a loss of $0.06 per share.Non-cash changes in derivative liabilities ($135.8 million) related to the changes in the fair value of the convertible features of the 2029 notes and warrants, and a non-cash goodwill impairment charge ($70.6 million) primarily weighed down on the bottom-line result.Quarterly revenue fell to $32.47 million from $39.78 million, missing the consensus of $40.58 million. The company attributed the lower revenue primarily to lower volume on certain army programs.The gross margin also contracted to 25% from 27.8%.&nbsp;CEO Kevin McAleenan said, “Our capital raising activities this quarter coincide with the tremendous opportunities we see coming from the One Big Beautiful Bill, particularly in the Department of Homeland Security, and several of which are uniquely aligned to our core capabilities.”BigBear guided 2025 revenue in the range of $125 million to $140 million, below the $167.74-million consensus estimate. The company withdrew its previously issued adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) guidance for the year, citing the uncertainty on certain Army programs as well as new anticipated growth investment spending in the second half of the year.Retailer users of the Stocktwits platform weren’t ready to give up yet on the stock. “Best time to buy is now,” said a bullish watcher.<stembedurl>https://stocktwits.com/astrix79/message/624708218</stembedurl>Another user expected a climb back soon after the steep drop.<stembedurl>https://stocktwits.com/astrix79/message/624707776</stembedurl>In overnight trading, BigBear stock was down over 30% at $4.90. If the losses are sustained in Tuesday’s regular session, the stock is on track to experience its worst day in more than a year, according to Koyfin data.The stock has gained approximately 60% for the year, excluding the after-hours decline.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-stock-futures-jittery-despite-us-chins-trade-truce-extension/chrDoS4Rder">US Stock Futures Jittery Despite US-China Trade Truce Extension: Strategist Says Tamer Inflation Print Key For Constructive Longer-Term Outlook</a>

BigBear Retail Traders Say ‘Time To Buy’ After Stock Craters Over 30% On Q2 Miss Amid Army Contract Scaleback

Quarterly revenue fell to $32.47 million from $39.78 million, missing the consensus of $40.58 million. 

Should You Invest in the SPDR S&P Software & Services ETF (XSW)?

The earnings growth of the S&amp;P 500 companies is expected to drop to its slowest pace in more than a year, according to FactSet. The software sector’s earnings growth (13%) is likely to trail the overall IT industry’s estimated growth of 16.7%.Macquarie analyst Steve Koenig said the second quarter could tell a different story from the first-quarter results, which were mostly solid across the board. The analyst noted that of the early reporters, SAP (SAP) announced a disappointing second-quarter outlook, while&nbsp; ServiceNow’s (NOW) results were solid across the board.The analyst also noted that expectations may have ratcheted up due to a rebound in software and tech valuations over the last three months.“We expect to see more companies citing global macroeconomic and/or policy uncertainties as reasons for adverse results or guidance,” he said.“At the ever-present risk of swinging and missing,” Koenig flagged&nbsp; Autodesk (ADSK), HubSpot (HUBS) and Atlassian (TEAM) as his “ higher-confidence picks for the June/ July quarter prints.”Autodesk:&nbsp;Koenig’s confidence stemmed from the fact that&nbsp;<a href="https://stocktwits.com/symbol/ADSK">Autodesk stock</a> has changed little from the time it reported its first-quarter results. The analyst also viewed the company’s guidance issued along with its first-quarter results as “prudent.”Citing channel checks, the analyst said Autodesk’s new transaction model is progressing. He also sees a promising opportunity in applying artificial intelligence (AI) to generative design.On Stocktwits, retail sentiment toward the stock shifted to ‘neutral’ (45/100) from a ‘bearish’ mood a day ago, with message volume at ‘low’ levels.<figure class="image"><img style="aspect-ratio:620/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_28_at_2_32_41_AM_png_66916fc7ff.webp" alt="Screenshot 2025-07-28 at 2.32.41 AM.png" width="620" height="56"><figcaption>ADSK sentiment and message volume as of 2:30 a.m., July 28 | source: Stocktwits</figcaption></figure>HubSpot: Koenig said he believes conditions are favorable for improved sentiment and price action for&nbsp;<a href="https://stocktwits.com/symbol/HUBS/sentiment">HubSpot stock</a> after the company's June quarter results.&nbsp;The analyst highlighted several factors that could drive meaningful upside in 2025, including improvements in net expansion rates, a shift in pricing model, and a stronger focus on acquiring new large customers (those with 200+ employees).Retail sentiment toward HubSpot remained ‘bearish’ (36/100) on Stocktwits, deteriorating from the ‘bullish’ sentiment observed a month ago. The message volume on the stream was ‘normal.’<figure class="image"><img style="aspect-ratio:623/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_28_at_2_31_40_AM_png_fc58e4c4d2.webp" alt="Screenshot 2025-07-28 at 2.31.40 AM.png" width="623" height="58"><figcaption>HUBS sentiment and message volume as of 2:30 a.m., July 28 | source: Stocktwits</figcaption></figure>Atlassian:&nbsp;Macquarie sees <a href="https://stocktwits.com/symbol/TEAM">Atlassian stock</a> as another strong candidate for mean reversion, given the recent negative sentiment and price action following an “untidy” March quarter report.&nbsp;That said, the analyst expects the initial 2026 guidance to skew. However, initial FY26E guidance could be skewed downward from consensus, presenting a potential risk factor for the stock.&nbsp;Koenig expects solid fourth-quarter results, driven by an intense management focus on executing large deals to close out fiscal year 2025.<figure class="image"><img style="aspect-ratio:620/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_28_at_2_30_03_AM_png_2cfe41dc9d.webp" alt="Screenshot 2025-07-28 at 2.30.03 AM.png" width="620" height="56"><figcaption>TEAM sentiment and message volume as of 2:30 a.m., July 28 | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Atlassian stock was ‘bearish’ (38/100) compared to a ‘neutral’ mood seen a week ago. The message volume stayed at ‘normal’ levels.For the year-to-date period, Autodesk shares were up 2.6%, while HubSpot and Atlassian have lost about 20% and 17%, respectively. The&nbsp;<a href="https://stocktwits.com/symbol/XSW">SPDR S&amp;P Software &amp; Services ETF</a> has gained a little over 2% during the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvel-s-fantastic-four-first-steps-heralds-more-good-news-for-disney/choeQSyR5D4">Marvel’s 'Fantastic Four: First Steps' Heralds More Good News For Disney With $218M Global Weekend Haul</a>

Stockbroker analyzing financial charts on a computer screen while engaging in a discussion about market trends with a client over the phone, demonstrating expertise in investment strategies. 

Autodesk, Hubspot, Atlassian: Macquarie’s Top Software Picks Into Earnings — Is Retail On Board Too?

The analyst noted that expectations may have ratcheted up due to a rebound in software and tech valuations over the last three months.

XSW
SPDR S&P Software & Services ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest XSW News

XSW SPDR S&P Software & Services ETF