After-Hours Stock Movers

SiTime closed the Renesas timing acquisition on July 1, adding 550+ products and about 10,000 customers, and secured financing including $1.35B of convertible notes and a new credit facility. Management expects stronger scale and margins, while noting integration and supply-chain risks.

SiTime Corporation  ·  Updated Aug 6

SoundHound reported Q2 revenue of $61.9M, said momentum reflects its OASYS platform and in-house AI model progress, and raised full-year 2026 revenue guidance to $230–260M. It will update guidance when the LivePerson deal closes, expected before year-end.

SoundHound AI, Inc Class A  ·  Updated Aug 5

Caris reported a record quarter with revenue above expectations and guided 2026 revenue to about $1.03–$1.04B. CEO touted rising clinical cases, Caris Detect and early interception plans. The company also expanded prostate testing; analysts have trimmed price targets.

Caris Life Sciences, Inc.  ·  Updated Aug 5

Paycom raised its full-year outlook and set FY26 adjusted EBITDA guidance of $1.007B–$1.022B, launched an Asset Management tool, added former executives to its expanded board, and declared a regular quarterly cash dividend.

Paycom  ·  Updated Aug 5

Arcutis advanced its ZORYVE program and pipeline: FDA approved a pediatric plaque psoriasis label in June and accepted an sNDA for infants with atopic dermatitis; Phase 2 vitiligo enrollment finished, other trials progressed, two U.S. patents added, a new board member named, and commercial leadership changed.

Arcutis Biotherapeutics  ·  Updated Aug 5

WaterBridge activated Speedway Phase I and is ramping Kraken, closed the Ranger Water Midstream acquisition, is expanding waste management with a Delaware Basin landfill and new Stateline facility, formed a special committee to consider converting to a Texas corporation and declared a cash dividend.

Waterbridge Infrastructure LLC Class A  ·  Updated Aug 5

RXO shares are climbing today as investors anticipate the company's second-quarter earnings report scheduled for tomorrow, with market expectations centered on a return to profitability and a significant year-over-year increase in earnings per share. This company-specific momentum is fueled by optimistic analyst revisions and the continued integration of Coyote Logistics, which is expected to drive growth as the truckload industry enters a supply-driven recovery phase. The move reflects positive sentiment regarding the company's ability to capitalize on tightening market capacity and improved brokerage volumes.

RXO, Inc.  ·  Updated Aug 5

Solaris is expanding its power and infrastructure business: widening turnkey power-plant scope, bringing GESA’s service and aftermarket capabilities in-house, and taking an early equity stake in a small modular reactor technology firm to broaden customer offerings.

Solaris Energy Infrastructure  ·  Updated Aug 5

Remitly reported a record Q2—$495.2M revenue, $114.7M adjusted EBITDA and 10.2M+ active customers. It launched a Global Card and a stablecoin wallet, expanded licenses in UAE/UK/EU, raised FY26 revenue and EBITDA guidance, and analysts have pushed targets higher.

Remitly Global  ·  Updated Aug 6

Scholar Rock Holding Corp shares are rising today as investors position themselves ahead of the company's second-quarter 2026 financial results, which are scheduled for release tomorrow morning. The stock is also benefiting from heightened market optimism surrounding a critical FDA regulatory decision for its lead drug candidate, apitegromab, expected in late September 2026. This company-specific momentum is further supported by sustained institutional accumulation and a unanimous bullish outlook from Wall Street analysts following the successful resubmission of the drug's Biologics License Application.

Scholar Rock Holding  ·  Updated Aug 5

Clover Health reported Q2 revenue of $743.2M and Medicare Advantage membership of 157,309 (48% YoY). It sees FY26 average MA membership of 156,000–158,000 and adjusted EBITDA of $70M–$85M, citing improving outcomes from its tech-powered care model.

Clover Health Investments  ·  Updated Aug 5

Magnite said Q2 revenue was $192.8M, led by 36% YoY CTV growth and a rebound in DV+. Adjusted EBITDA rose 30% with a 37% margin. Management raised full-year revenue and margin outlook, lifted FY26 free cash flow guidance, and cited new agentic products and SpringServe strength.

Magnite  ·  Updated Aug 5

Redwire set FY26 revenue guidance of $450M–$500M, reported Q2 revenue of $117.07M, and Cantor Fitzgerald raised its price target while maintaining an Overweight rating.

Redwire  ·  Updated Aug 5

Chime reported Q2 revenue of $670M, adjusted EBITDA $102M and a second consecutive GAAP profit. It raised FY26 revenue and EBITDA guidance, set Q3 EBITDA expectations, launched new products and partnerships, will cut ~10% of staff and named Mark Troughton interim CFO.

Chime Financial, Inc. Class A  ·  Updated Aug 5

Encompass Health raised its full-year 2026 revenue and adjusted EBITDA guidance, expanded operations with three new hospitals and added beds so far and plans five more hospitals and 100+ additional beds by year-end, and increased its share repurchase authorization to $1 billion.

Encompass Health  ·  Updated Aug 5

Veeco raised its FY26 revenue outlook to $780–$810M and sees Q3 revenue of $200–$220M. Management said rising AI demand is driving stronger orders and customer engagement, supports manufacturing expansion, and affirmed confidence in long‑term growth.

Veeco  ·  Updated Aug 5

LandBridge reaffirmed 2026 Adjusted EBITDA guidance ($210–230M), agreed to buy 560 acres for $20M, advanced West Texas digital infrastructure with >10 GW of nonbinding deals, approved conversion/redomicile to Texas and expanded a lower-cost revolving credit line. Analysts are broadly more positive.

LandBridge Company LLC Class A  ·  Updated Aug 5

Motorola Solutions said Q2 was strong with $3.1B in revenue and record orders, expects Q3 revenue to rise year-over-year, raised full-year revenue and non-GAAP EPS guidance, and said momentum is building into the second half.

Motorola Solutions  ·  Updated Aug 5

Ormat said strong first-half results drove double-digit revenue growth and over 20% gross profit expansion across its three segments, and it raised full-year 2026 revenue and Adjusted EBITDA guidance, now expecting 2026 adjusted EBITDA of $630–$650M.

Ormat Techno  ·  Updated Aug 5

Axcelis Technologies is moving higher today as investors position themselves ahead of the company's second-quarter 2026 earnings report, which is scheduled for release before the market opens tomorrow, August 6. The stock is benefiting from positive sentiment surrounding the successful evaluation of its Purion XEmax tool and analyst expectations that surging demand for artificial intelligence chips will drive sequential growth in both revenue and earnings. This pre-earnings rally is also supported by broader sector-wide momentum and record capital spending within the semiconductor equipment industry.

Axcelis Technologies  ·  Updated Aug 5

Coca-Cola FEMSA is moving higher today as the stock continues to benefit from momentum following a strong second-quarter earnings report that featured a 16.9 percent increase in net income and record volumes in South American markets. The upward trend is further supported by a recent price target increase from UBS to 113 dollars and a broader market rotation into defensive consumer staples. This performance reflects investor confidence in the company's ability to maintain margin expansion despite regional tax headwinds and inflationary pressures.

Coca Cola Femsa SAB De CV  ·  Updated Aug 5

Tutor Perini raised 2026 adjusted EPS guidance to $5.15-$5.45, increased its quarterly cash dividend to $0.09 per share, and added about $54.7M in new Lunda bridge work to backlog while citing a larger pipeline and strong demand for public and commercial infrastructure projects.

Tutor Perini  ·  Updated Aug 5

MACOM Technology Solutions (MTSI) is moving higher today in anticipation of its fiscal third-quarter earnings report scheduled for release before the market opens tomorrow, August 6. Investors are reacting positively to analyst projections of significant year-over-year growth in both revenue and earnings, driven by robust demand in the data center and AI sectors. The stock's upward momentum is further supported by its recent designation as a top buy for August by several financial research firms.

MACOM Technology Solutions Holdings  ·  Updated Aug 5

Hemab Therapeutics (COAG) is trading significantly higher today following a positive sector-wide catalyst from Charles River Laboratories, which raised its 2026 profit forecast due to strengthening demand for drug discovery services from biotechnology clients. The stock is also gaining momentum from renewed acquisition speculation after being highlighted in industry reports as a prime M&A target following successful clinical data presentations for its lead candidate, sutacimig. This upward move is further supported by a broader rally in the biotech IPO market, reinforced by the successful market debut of Attovia Therapeutics on the same day.

Hemab Therapeutics Holdings, Inc.  ·  Updated Aug 5

Brookdale will buy the real estate of 17 leased senior living communities for about $157M (735 units), raising owned units to ~77% and reducing 2027 cash rent by about $11M. It also secured $249M fixed-rate Fannie Mae financing to refinance 2027 debt; close expected in Q4.

Brookdale Senior Living  ·  Updated Aug 5

Aura Minerals reported record H1 2026 output and higher adjusted EBITDA, declared a US$0.72 per-share dividend (~US$60M) and a up-to-US$200M buyback, and is advancing growth projects: Era Dorada construction, MSG turnaround, Almas and Borborema expansions and Matupá studies.

Aura Minerals  ·  Updated Aug 5

Watts Water reported a strong quarter with record sales and operating income, cited robust organic growth, and raised its full-year sales and margin outlook. Management highlighted data-center demand and investments in innovation and digital, and analysts broadly raised targets.

Watts Water Technologies  ·  Updated Aug 5

Regal Rexnord’s new CEO Aamir Paul says he will use the company’s technology, manufacturing scale and customer relationships to drive growth in eVTOL, robotics and data center markets. Analysts have broadly raised price targets, reflecting a more positive consensus.

Regal Rexnord  ·  Updated Aug 5

Shell plc is moving higher today due to the continued positive momentum from its strong second-quarter 2026 earnings report, which included a significant profit beat and the announcement of enhanced shareholder returns via dividends and buybacks. The stock is also being lifted by a surge in global oil prices driven by geopolitical supply concerns in the Middle East and a recent price target increase from Piper Sandler. This upward trend reflects both company-specific financial strength and broader sector tailwinds from a tightening energy market.

Shell  ·  Updated Aug 6

Talen reported Q2 results, closed the Cornerstone acquisition, and raised 2026 Adjusted EBITDA and free-cash-flow guidance while lifting 2027–28 outlooks. Management cited a 'flywheel' strategy to grow contracted load. Analysts issued mixed price-target revisions.

Talen Energy Corp  ·  Updated Aug 5

Semtech Corporation is trading sharply lower today as part of a broader semiconductor sector decline following a "beat but fell" reaction to earnings from industry peers like AMD. The stock's downward movement is further intensified by profit-taking after its significant rally yesterday, as well as investor caution regarding heavy insider selling and stretched valuations ahead of today's Federal Reserve interest rate decision. This reversal suggests a sector-wide shift in sentiment rather than a company-specific news event.

Semtech  ·  Updated Aug 5

BKV Corporation shares are climbing today in anticipation of the company's second-quarter 2026 earnings report, which is scheduled to be released before the market opens tomorrow, August 6. This upward movement is supported by positive momentum across the natural gas sector following strong results from industry peers and continued investor interest in the company's recently operationalized carbon capture and sequestration facilities. The stock's gains reflect a combination of pre-earnings positioning and favorable sector-wide dynamics.

BKV Corporation  ·  Updated Aug 5

Takeda won U.S. FDA approval for Orzeyful, a first‑in‑class oral orexin‑2 agonist to treat narcolepsy type 1 in adults. The company also reports pipeline momentum—rusfertide has FDA priority review and psoriasis drug zasocitinib showed positive Phase III results—while China reimbursement timing for Orzeyful may be delayed.

Takeda Pharmaceutical Company  ·  Updated Aug 5

Howard Hughes completed the roughly $2.1B acquisition of Vantage Group through its Insurance Holdings unit, expanding the company into insurance. Consolidated results include Vantage only for June 4–30, so period comparisons aren’t comparable and don’t reflect run-rate.

Howard Hughes Holdings  ·  Updated Aug 5

Solventum will separate its Health Information Systems unit within 12-18 months to focus on MedSurg and Dental Solutions, exploring independent or combined transaction paths. It raised FY26 organic growth and free cash flow guidance, and analysts nudged targets modestly higher.

Solventum Corporation  ·  Updated Aug 5

Option Care Health is moving significantly higher today as it continues to benefit from positive momentum following its second-quarter 2026 earnings beat, which exceeded analyst expectations for both revenue and earnings per share. The stock's upward trajectory is further supported by a recent analyst upgrade to a Buy rating and the company's active share repurchase program, which has enhanced investor confidence amid a broader rally in the healthcare sector. This move appears to be company-specific, driven by the strong financial results and improved guidance, though it is also being lifted by favorable market sentiment across the broader equity markets.

Option Care Health  ·  Updated Aug 6

Star Bulk reported its strongest quarter since mid-2022 with robust revenues, EBITDA and TCE, declared a $0.90 quarterly dividend, and advanced fleet renewal—three Kamsarmax deliveries, sale of five older vessels, energy-saving upgrades on 88% of its fleet and financing for H2 capex.

Star Bulk Carriers  ·  Updated Aug 5

Acushnet Holdings Corp. shares are gaining today as investors position themselves ahead of the company's second-quarter 2026 earnings release scheduled for tomorrow, August 6. This upward movement reflects significant market anticipation and a pre-earnings run-up, likely supported by recent analyst optimism and sustained high participation levels across the global golf industry.

Acushnet Holdings  ·  Updated Aug 5

Central Puerto is moving significantly higher today primarily in anticipation of its second-quarter 2026 earnings results, which are scheduled to be released between August 10 and August 13. The stock is also benefiting from sustained positive momentum following the company's recent strategic pivot into lithium mining and the successful commencement of operations at the Brigadier Lopez Combined Cycle plant earlier this year. This upward trend appears to be driven by a combination of company-specific growth milestones and broader investor optimism regarding the Argentine energy sector's regulatory outlook.

Central Puerto SA  ·  Updated Aug 6

Insmed (INSM) shares are rising significantly today as investors position themselves ahead of the company's second-quarter 2026 earnings report scheduled for August 6. The movement is primarily driven by high expectations for the commercial trajectory of its recently launched drug, Brinsupri, alongside bullish commentary from institutional investors regarding the company's long-term growth potential. This price action appears to be company-specific, reflecting market confidence in the upcoming financial results and the strength of its respiratory portfolio.

Insmed  ·  Updated Aug 5

Materion reported record sales, EPS and EBITDA, raised full-year adjusted EPS guidance to $6.80–$7.20 and expects mid‑teens revenue growth. Backlog and orders strengthened across semiconductors, defense/space and data centers, though management flagged margin, R&D and backlog risks.

Materion  ·  Updated Aug 6

VSE completed its largest acquisition, adding Precision Aviation Group and NorthStar Technologies to form a global aviation aftermarket platform and reinforce an OEM-focused strategy. Analysts are generally constructive—some raised targets—while others warned of valuation and integration risks.

VSE  ·  Updated Aug 5

Zimmer Biomet restructured senior reporting, moving certain Foot & Ankle and R&D/marketing items into its Americas segment and filed an 8-K to recast segment disclosures. Analysts are broadly positive, giving an overall buy/outperform view with higher targets.

Zimmer Biomet Holdings  ·  Updated Aug 5

Compañía de Minas Buenaventura is trading higher today following news that the Royal Bank of Canada increased its stake in the company, signaling strong institutional confidence. This rally is further supported by continued momentum from the company's robust second-quarter 2026 earnings report, which featured a 165 percent year-over-year surge in net income and successful production growth at the San Gabriel project. Additionally, the stock is benefiting from a broader sector rotation into precious metals equities amid favorable commodity price trends.

Compania de Minas Buenaventura SAA  ·  Updated Aug 5

Analysts broadly raised targets and reaffirmed positive ratings after Hinge’s strong quarter and its $105M Cylinder Health acquisition. Management raised revenue guidance, cited rising margins and cash flow, launched a migraine program, authorized a $300M buyback and warned of integration risks.

Hinge Health, Inc. Class A  ·  Updated Aug 6

DHT Holdings said Q2 2026 was its strongest quarter with record revenue and net profit, lifting first-half earnings above its prior full-year record. The company declared a $1.22/share cash dividend, ordered and took delivery of VLCCs, sold a vessel, secured a $250M seven-year credit facility and signed new time charters.

DHT Holdings  ·  Updated Aug 5

Cellebrite DI Ltd. (CLBT) shares are gaining today as investors position themselves ahead of the company's second-quarter 2026 earnings announcement scheduled for August 13. The upward movement is further supported by a broader market rotation into software stocks, as investors shift capital away from volatile semiconductor and AI infrastructure names in favor of software companies with strong growth prospects and recurring revenue.

Cellebrite DI  ·  Updated Aug 6

Mueller Water narrowed fiscal 2026 net sales guidance to $1,470–1,480M and raised expected adjusted EBITDA to $367–372M. It cut SG&A guidance, lowered its effective tax rate due to a Q3 one-time benefit, and reaffirmed free cash flow to exceed 70% of adjusted net income.

Mueller Water Products  ·  Updated Aug 5

Perimeter Solutions (PRM) is a top gainer today as the stock stages a technical recovery following a sharp sell-off triggered by its July 31 earnings miss. Investors are likely responding to management's optimistic guidance for the second half of 2026, which anticipates improved margins and revenue growth driven by the resumption of Defense Logistics Agency deliveries and peak wildfire season demand. Additionally, market sentiment is being supported by the recent closing of the Monaco Enterprises acquisition, which is expected to provide stable, recurring aftermarket revenue.

Perimeter Solutions  ·  Updated Aug 6

Black Stone Minerals is rising significantly following its second-quarter 2026 earnings report, which highlighted a 13.2 percent year-over-year revenue increase and a 7 percent hike in its quarterly cash distribution to 0.32 dollars per unit. Investors are responding to the company's robust distributable cash flow of 80 million dollars and a healthy 1.18x coverage ratio, which underscores strong operational performance. This company-specific momentum is driving the stock higher today despite it trading ex-dividend.

Black Stone Minerals  ·  Updated Aug 6

BillionToOne launched Unity Confirm, said expanded Fetal Risk Screen and Northstar Origin are coming, and reiterated 2026 revenue guidance of $450–465M while aiming to maintain current profitability despite continued investment.

BillionToOne, Inc. Class A  ·  Updated Aug 5

Fluence delays $400M of project deliveries into fiscal 2027 due to production and construction issues, lowers adjusted EBITDA guidance and will incur a ~$15M upfront battery‑supply charge. ARR for FY2026 remains about $180M; company cites strong orders and backlog.

Fluence Energy  ·  Updated Aug 5

HubSpot reported Q2 revenue of $911.7M and moved to GAAP operating profit, saying it is accelerating an AI-driven product and go-to-market shift. The company repurchased $531.9M, the board approved a new $1B buyback, expanded the board and appointed Gerald Dischler, and trimmed FY26/Q3 revenue views.

HubSpot  ·  Updated Aug 5

Mirum said the FDA granted volixibat Breakthrough Therapy and Orphan Drug designations after VISTAS met its primary endpoint. The FDA recommended a Phase 3 after a pre‑NDA meeting; Mirum will seek further talks and may pursue an NDA in H1 2027 while preparing for launch.

Mirum Pharmaceuticals  ·  Updated Aug 5

Dave Inc. shares are falling sharply today as a broad technology sector selloff and renewed geopolitical tensions between the U.S. and Iran have triggered a market-wide shift away from high-growth fintech stocks. Despite reporting its ninth consecutive quarter of 30 percent revenue growth after the market close, the stock is experiencing a sell-the-news reaction and profit-taking following a 68 percent year-to-date rally. This downward movement is further compounded by analyst concerns that the company's valuation has become overextended relative to its underlying business fundamentals.

Dave  ·  Updated Aug 5

UWM reached a $2.05B strategic capital deal with the Ishbia family and Oaktree via preferred equity and warrants, suspended its common dividend to reduce debt, plans a $400M Class A rights offering and filed a mixed securities shelf. Analysts are mixed, trimming targets.

UWM Holding  ·  Updated Aug 5

AppLovin said a voluntary SEC inquiry closed with no action. It reported Q2 revenue of $1.92B and guided Q3 adjusted EBITDA to $1.71B–$1.74B. Management slowed buybacks this quarter due to lower free cash flow but affirmed continued use of its repurchase authorization. Analysts broadly raised targets.

AppLovin  ·  Updated Aug 5

Figma reported stronger-than-expected Q2 revenue, raised FY26 revenue guidance and provided a Q3 revenue outlook. CEO Dylan Field said Figma is adding code support, new creative features and AI agents to the canvas to broaden creation tools on the platform.

Figma, Inc. Class A  ·  Updated Aug 5

UTI reported stronger student demand with new starts rising and newer campuses (San Antonio, Atlanta) tracking ahead of plan. Management is unifying programs under its North Star model and trimmed FY adjusted EBITDA guidance to fund roughly $35M in campus and program growth investments.

Universal Technical Institute  ·  Updated Aug 5

Sunrun says customers attached batteries at the highest rate in its history and is pursuing a storage-first strategy, hiring talent and scaling operations while aiming to monetize its network through distributed power programs, data center and grid-edge uses.

Sunrun  ·  Updated Aug 5

Western Digital said it finished fiscal Q4 with higher revenue, wider margins and stronger earnings, and guided Q1 revenue around $4.1B plus or minus $100M with gross margin 55%–56%. Management said it is confident in demand and well positioned for data growth.

Western Digital  ·  Updated Aug 5

Duolingo reported Q2 revenue $298.5M, 58.7M daily active users and 12.7M paid subscribers. CEO Luis von Ahn said DAU growth accelerated and the company is prioritizing product and user growth. It sees Q3 adjusted EBITDA of $76M and FY26 EBITDA of $320M. Analysts are mixed on valuation and product‑market fit.

Duolingo  ·  Updated Aug 5

Honeywell Aerospace trimmed its FY26 outlook, lowering organic growth and pro forma adjusted EBIT guidance. Management said the company’s separation is complete, demand for its mission‑critical products remains strong, supply limits constrained output, and it will push innovation and growth.

Honeywell Aerospace  ·  Updated Aug 5

Dutch Bros agreed to buy real estate for up to 65 Salad and Go drive-thru sites in AZ, NV, OK and TX to convert into Dutch Bros shops in 2027. The company also raised its 2026 outlook and plans continued shop openings and sizable capital spending.

Dutch Bros Inc  ·  Updated Aug 5

Klaviyo will acquire Agency’s team, software and IP; co‑founder Elias Torres will join as Chief Product Officer to lead Composer and Customer Agent, with the deal expected to close in Q3 2026. Analysts are generally constructive on Klaviyo’s AI-driven growth despite mixed target tweaks.

Klaviyo, Inc. Class A  ·  Updated Aug 5

Zillow reshuffled leadership: Jeremy Hofmann added COO duties while remaining CFO; Cassandra Knight joined as Chief Legal & Policy Officer; COO Jun Choo is leaving with severance. Q2 showed solid revenue growth, higher adjusted earnings and a $200M buyback.

Zillow Group Class A  ·  Updated Aug 5

Grail presented clinical performance, safety, and utility data from NHS‑Galleri and PATHFINDER 2 at ASCO 2026, broadened access through new partnerships, and after a prior PMA submission expects an FDA advisory committee in the fall.

GRAIL Inc  ·  Updated Aug 5

SanDisk gave Q1 revenue guidance of $10.3B–$10.8B and said it’s positioning a leading technology portfolio and datacenter business to deepen customer partnerships and drive growing, durable free cash flow.

SanDisk Corp  ·  Updated Aug 5

Fastly reported record Q2 revenue and margins, moved to non‑GAAP profitability and raised Q3 and full‑year 2026 revenue and earnings guidance. Management noted strong adoption of security and compute, new partnerships and AI work, while citing customer concentration and higher CapEx.

Fastly  ·  Updated Aug 6

Zillow Group Class C shares are declining significantly today as investors brace for the company's second-quarter 2026 earnings report scheduled for release after the market close. Sentiment is pressured by recent company data highlighting a softening starter-home market and a price target reduction from KeyBanc earlier this week due to persistent housing market challenges. The stock also remains under a legal overhang from an upcoming August 10 lead plaintiff deadline for a securities fraud class action lawsuit related to antitrust allegations.

Zillow Group Class C  ·  Updated Aug 5

Xanadu reported photonic hardware gains—record-low chip edge-coupling losses and increased fabrication runs—alongside PennyLane and Catalyst software updates, quantum algorithm advances, deeper collaborations with Oak Ridge, Rolls‑Royce, Fidelity and Lockheed Martin, and U.S. expansion.

Xanadu Quantum Technologies  ·  Updated Aug 5

Qiagen disclosed AFM notifications showing notable institutional holdings: Barclays with a largely derivative 2.26% position, Norges Bank with a 3.10% stake and T. Rowe Price at 4.97%. Analysts broadly maintain a Hold rating with roughly a $44 price target.

Qiagen  ·  Updated Aug 5

Envista said it delivered broad growth, expanded margins and raised its full-year outlook while lifting its 2026 revenue-growth view. Analysts see the operational turnaround gaining traction but remain cautious, issuing mixed, mostly modest price-target adjustments.

Envista Holdings  ·  Updated Aug 5

Atlassian shares are declining significantly today as investors pull back ahead of the company's fourth-quarter fiscal 2026 earnings release scheduled for August 6. The downward movement is primarily driven by heightened market apprehension that autonomous AI agents could disrupt the company's core developer platforms and lead to long-term margin compression. This negative sentiment is further exacerbated by recent reports of institutional short-selling and a broader sector-wide rotation away from high-valuation software stocks.

Atlassian  ·  Updated Aug 5

Radian said Q2 revenue topped forecasts as its Mortgage and Specialty Insurance units drove strong revenue and earned-premium growth. The company is simplifying its portfolio through divestitures and cited a smooth leadership transition.

Radian Group  ·  Updated Aug 5

CF Industries says its North American assets and Blue Point growth leave it well-positioned, expecting strong free cash flow to fund investments, share buybacks and a higher dividend. Management will meet Oppenheimer Aug 12; analysts offer mixed but overall constructive target revisions.

Cf Industries Holdings  ·  Updated Aug 5

A10 Networks reported strong Q2 results and raised its 2026 revenue outlook, citing AI networking demand. It closed the June acquisition of TrojAI, deepened a multi-year Microsoft partnership via an 800,000-share warrant tied to purchases, and approved a quarterly cash dividend.

A10 Networks  ·  Updated Aug 5

Braze is moving down significantly today as part of a broader software sector rout driven by a massive capital rotation into artificial intelligence hardware infrastructure following Alphabet's recent multi-billion dollar increase in capital expenditure guidance. The stock's decline is further exacerbated by negative sentiment from a flurry of recent high-profile executive insider selling and heightened investor anxiety surrounding quarterly results from industry peer Klaviyo, which reported today. This downward movement appears to be a combination of sector-wide dynamics and a reversal of the stock's recent relief rally.

Braze  ·  Updated Aug 5

Salesforce will deploy Agentforce-powered Missionforce in an IL5 environment for U.S. Army HR to modernize support with AI agents for routine queries. Srini Tallapragada will move to special advisor as he hands over engineering, product and customer-success duties. Analysts raised forecasts.

Salesforce  ·  Updated Aug 5

Several analysts cut Sportradar price targets and some downgraded coverage, citing lowered 2026 guidance, delayed prediction‑market deals, FX and U.S. growth headwinds; a few still see longer‑term upside from IMG content monetization and new product rollouts.

Sportradar Group AG  ·  Updated Aug 5

monday.com shares are falling significantly today due to negative investor sentiment following reports that the company's co-CEOs are seeking a substantial pay increase just weeks after announcing the layoff of 600 employees. This controversial compensation proposal, which could nearly double executive pay by 2029, is being heavily scrutinized ahead of the company's annual general meeting scheduled for August 6. The move appears to be company-specific, though it occurs against a backdrop of broader sector concerns regarding AI-driven disruption to traditional software pricing models.

Monday.com  ·  Updated Aug 5

Symbotic reported stronger revenue and profitability, raised Q4 revenue and adjusted EBITDA guidance, said customer opportunities are expanding as deployments grow (77 systems), and added Steve Pagliuca to the board to support its next phase of expansion.

Symbotic  ·  Updated Aug 5

Exelixis says R&D is advancing zanzalintinib with pivotal readouts, enrollment and new trials, and is preparing for a potential metastatic colorectal cancer launch pending approval. Cabozantinib franchise grew; company stresses disciplined spending and returning capital. Analysts raised targets.

Exelixis  ·  Updated Aug 5

NuScale says it has the only U.S. NRC design certification for SMRs, uses proven fuel, and has built a supply chain of 60+ partners with 30+ agreements, saying its work is substantially complete and it’s positioned for near-term deployment of carbon-free 24/7 power.

NuScale Power  ·  Updated Aug 5

GitLab shares are declining today primarily due to a rating downgrade from Zacks Research, which lowered the stock to a Hold recommendation. This downward movement is also influenced by continued market caution following the company's recent restructuring announcement and its conservative forward-looking growth guidance. The stock's performance reflects a broader trend of investor skepticism regarding the company's ability to maintain high growth rates amid its ongoing organizational changes.

Gitlab  ·  Updated Aug 5

MercadoLibre reported Q2 revenue of $10.2B, above the $9.76B consensus.

Mercadolibre  ·  Updated Aug 5

Axon reported a record quarter with revenue of $904M, led by $398M in Software & Services and $507M in Connected Devices, and future contracted bookings of $15.1B. It cites 2026 revenue consensus of $3.66B, expects 25.5% adjusted EBITDA margin and $160M-$190M CapEx.

Axon Enterprise  ·  Updated Aug 5

Pattern Group reported strong Q2 revenue and record 129% NRR, with international sales above $100M; CEO said its model is working. It guided Q3 adjusted EBITDA to $51–$53M. Analysts are broadly more positive, raising targets and citing upside to revenue and EBITDA.

Pattern Group, Inc. Class A  ·  Updated Aug 5

Amylyx Pharmaceuticals is experiencing a significant downward move today as investors engage in profit-taking and pre-earnings positioning ahead of the company's second-quarter 2026 financial results scheduled for August 6. The stock's decline follows a recent rally to a 52-week high, with market sentiment now shifting toward caution regarding the imminent Phase 3 LUCIDITY trial readout for avexitide expected this quarter. This volatility appears to be company-specific, driven by technical overbought conditions and high-stakes anticipation for the upcoming clinical data, which is viewed as a defining catalyst for the firm's pipeline.

Amylyx Pharmaceuticals Inc  ·  Updated Aug 5

ServiceNow (NOW) shares hit a new 52-week low today as the stock is swept up in a broader "SaaS meltdown" triggered by a sector-wide downgrade of Salesforce and reports of major enterprises replacing third-party vendor software with internal AI solutions. Investor sentiment is further weighed down by the company's recent announcement of 1,000 job cuts and a series of analyst price target reductions citing concerns over slowing revenue growth and the long-term threat of AI disruption to enterprise software budgets. This downward momentum reflects a significant market pivot where investors are prioritizing AI infrastructure over traditional cloud software providers.

ServiceNow  ·  Updated Aug 5

Murphy USA said improved fuel volumes, stronger merchandise margins and expense discipline boosted results and it expects higher 2026 net income and adjusted EBITDA assuming second‑half fuel margins of $0.35/gal. Several analysts raised price targets.

Murphy USA  ·  Updated Aug 5

Workday shares are falling significantly today after the company lowered its full-year subscription revenue guidance during its first-quarter earnings call. While the company exceeded analyst expectations for both earnings and total revenue, management cited a challenging macroeconomic environment and moderated headcount growth among its customer base as reasons for the reduced outlook. This downward movement is primarily company-specific, reflecting investor concerns over decelerating growth despite the company's strong current profitability and artificial intelligence initiatives.

Workday  ·  Updated Aug 5

Tenaris says H2 sales and EBITDA should be about in line with H1 despite lower Middle East shipments and higher raw material costs. Ending the Strait of Hormuz shipping disruption could add upside. Q3 may see seasonality and mix headwinds; Q4 should benefit from higher prices and volumes.

Tenaris SA  ·  Updated Aug 5

Cirrus Logic reported a record quarter with strong demand for custom smartphone components, rising interest in its smart codec for AI PCs, and a new high-performance analog front-end taped out for metrology. It guided higher revenue/margins and plans increased R&D/OpEx.

Cirrus Logic  ·  Updated Aug 5

StoneX Group Inc. (SNEX) is moving down significantly today as investors pull back ahead of the company's fiscal third-quarter earnings report, which is scheduled for release after the market close. The downward pressure is primarily driven by market anticipation of a sharp 41% sequential decline in earnings per share compared to the previous quarter's record performance. Additionally, sentiment is weighed down by valuation concerns following the stock's 67% year-to-date rally, which has pushed its price-to-earnings multiple well above historical averages and prompted recent analyst downgrades.

StoneX Group  ·  Updated Aug 5

MKS reported Q2 revenue of $1.25B and issued Q3 guidance citing a 47% gross margin and EPS above consensus. CEO John T.C. Lee said AI-driven semiconductor and advanced packaging demand is boosting orders, capacity is being expanded, and the company sees continued growth.

MKS  ·  Updated Aug 5

Copa reported strong July demand, expanding capacity and passenger traffic while improving load factors, showing efficient use of added seats. Analysts are broadly positive, affirming or modestly raising targets on solid traffic momentum and capacity discipline.

Copa Holdings  ·  Updated Aug 5

Carrier Global is trading significantly lower today as investors react to a research report highlighting concerns that its core business is falling behind due to plateauing organic revenue growth. This downward pressure follows a recent second-quarter earnings report that revealed a 1.8-percentage-point contraction in operating margins and a year-over-year decline in adjusted earnings per share. Additionally, market sentiment has been further dampened by a newly launched legal investigation into whether the company made misleading statements regarding its financial performance and profit sustainability.

Carrier Global  ·  Updated Aug 5

E.l.f. Beauty reported Q1 revenue of $479.4M and raised its fiscal 2027 revenue outlook. The company entered hair care in June, Bernstein upgraded it to Outperform and raised its price target, and options activity showed elevated put interest.

e.l.f. Beauty  ·  Updated Aug 5

Coeur said Q2 momentum came from first full-quarter contributions of New Afton and Rainy River. Rochester set a quarterly tonnes record and Wharf nearly doubled output. The company launched enhanced capital returns with $121M buybacks, an inaugural dividend and over $1B cash. Analysts were mixed.

Coeur Mining  ·  Updated Aug 5