Top Stock Losers

SolarEdge reported Q2 revenue of $346.2M, returned to non-GAAP operating profit and generated positive free cash flow. It guided Q3 revenue of $310M–$340M, set FY26 non-GAAP opex at $86M–$91M and noted $11.5M in IEEPA refunds. Barclays trimmed its price target to $37 (Equal Weight).

SolarEdge Technologies  ·  Updated Aug 5

LeMaitre said Artegraft is now approved in 56 countries and accounts for 21% of sales; it’s expanding its sales force, going direct in new countries and building six international warehouses. It gave near-term revenue ranges and 2026 guidance below consensus; Barrington downgraded it. Cash of $376M provides optionality.

Lemaitre Vascular  ·  Updated Aug 5

Teradata said Q2 grew ARR and recurring revenue, launched its Autonomous Knowledge Platform and raised its non-GAAP EPS and adjusted free cash flow outlook. It gave softer Q3 revenue/recurring revenue ranges, and analysts made mixed price-target adjustments citing seasonality and H2 flow-through.

Teradata  ·  Updated Aug 5

Analysts cut ratings and lowered targets after Insulet trimmed its 2026 U.S. growth outlook and flagged weaker retention/utilization among type 2 diabetes patients. Management says the issue is addressable and is rolling out onboarding, customer‑care and commercial fixes amid rising tubeless competition.

Insulet  ·  Updated Aug 6

Extreme Networks reported Q4 revenue above consensus and gave Q1 guidance of $334M–$339M and FY27 guidance of $1.38B–$1.4B. CEO highlighted 13% year‑over‑year growth, six straight quarters of double‑digit growth, rising AI platform demand and large customer wins.

Extreme Networks  ·  Updated Aug 5

Chemours forecasted Q3 sales down 5%–flat, adjusted EBITDA $175–205M, capex ≈$65M and FCF ≥$50M; TSS sees weaker Opteon aftermarket, TT benefits from pricing, APM rebounds. For 2026 it expects 1–5% sales growth, $775–825M EBITDA and capex $250–280M. Mizuho cut its PT to $22.

Chemours Company  ·  Updated Aug 5

After its corporate update DaVita reaffirmed FY26 guidance and set adjusted operating income of $2.15B–$2.25B. Analysts broadly raised price targets, citing improving treatment volumes but noting U.S. dialysis EBIT and long‑term volume shortfalls. CEO stressed dialysis innovations.

DaVita  ·  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

Par Pacific Holdings is trading significantly lower today following the release of its second-quarter 2026 financial results, despite reporting a substantial beat on both revenue and adjusted earnings per share. The downward movement appears to be a sell-the-news reaction as investors focus on refining crack spreads that, while still elevated, have begun to retreat from recent record peaks. Market sentiment may also be influenced by the company's announcement of a 500 million dollar senior unsecured notes offering aimed at refinancing existing debt.

Par Pacific Holdings  ·  Updated Aug 5

Vishay reported Q2 results showing stronger demand and rising book-to-bill and backlog as management advances its 'Vishay 3.0' plan. It guided Q3 revenue of $945-$975M and gross margin around 24%. Analysts began coverage with optimistic views on recovery and margin expansion.

Vishay Intertechnology  ·  Updated Aug 5

Galaxy Digital is teaming with BNY Mellon to add staking to BNY’s Digital Asset Custody platform. Galaxy will act as a design partner to integrate proof‑of‑stake expertise and offer an integrated institutional custody and staking service, pending regulatory review.

Galaxy Digital  ·  Updated Aug 5

Lucid’s Q2 revenue was slightly below consensus. Management cut output to lower inventory and save cash, while advancing Robotaxi, AMP‑2 and Midsize programs and launching a $1.4B cash‑flow improvement plan. It secured financing into 2027, and options showed elevated put demand.

Lucid Group  ·  Updated Aug 5

SpaceX (SPCX) is falling sharply today primarily due to the expiration of its initial IPO lockup period, which has released approximately 911.5 million shares held by insiders and early investors into the public market. This massive increase in share supply follows an inaugural earnings report earlier this week that, despite beating revenue estimates, concerned investors with a staggering 18.4 billion dollar surge in capital expenditures for artificial intelligence infrastructure. The company-specific movement is further pressured by a price target cut from analysts who flagged the high cash burn and the significant expansion of the tradable float as near-term headwinds.

SpaceX  ·  Updated Aug 6

The New York Times reported Q2 revenue above expectations and said digital-only subscription revenue rose, adding about 280,000 net digital-only subscribers for a total of 13.5M, and lifting digital-only ARPU to $9.94.

New York Times  ·  Updated Aug 5

Medline updated FY26: organic sales raised to 9–10% but adjusted EBITDA cut to $3.3–$3.4B citing inflation, investments and quality remediation. The company noted strong new customer demand, swift action after the Tracy distribution-center fire and secured over 1.6M sq ft. Analysts trimmed price targets while largely maintaining positive stances.

Medline  ·  Updated Aug 5

Most analysts raised Astera Labs' price targets, citing strong demand for signal conditioning and PCIe retimers, the Scorpio‑X switch ramp, progress in optical interconnects and stronger guidance; one analyst noted valuation and product‑cycle risks.

Astera Labs, Inc.  ·  Updated Aug 5

Tower Semiconductor (TSEM) is moving lower today as investors engage in profit-taking following a record-breaking second-quarter earnings report, with the stock facing pressure from valuation concerns and reports of recent insider selling. Market sentiment is also being weighed down by unconfirmed speculation regarding potential regulatory restrictions on Chinese-made optical transceivers, which could create headwinds for the company’s high-growth silicon photonics segment. This decline represents a sharp reversal from the stock's recent peak as the market recalibrates after a period of significant outperformance.

Tower  ·  Updated Aug 6

Paymentus Holdings (PAY) is declining significantly today as the stock continues to retreat from recent highs following a massive post-earnings rally earlier this week. The downward pressure is primarily driven by a rating downgrade from Baird to Neutral with a 34 dollar price target, which sits well below the stock's recent peak, alongside reports of insider selling by Director Gary Trainor. This movement reflects a sharp correction and profit-taking as investors react to the analyst's cautious outlook despite the company's recent second-quarter earnings beat.

Paymentus Holdings  ·  Updated Aug 6

Aehr Test Systems is moving significantly higher today following the announcement of a follow-on production order from its lead silicon photonics customer for a fully automated FOX-XP multi-wafer production burn-in system. This order, which supports the expansion of manufacturing capacity for next-generation AI optical interconnects, has bolstered investor confidence in the company's aggressive fiscal 2027 revenue guidance and its strategic role in the high-volume manufacturing scale-up of silicon photonics technology. The stock's upward momentum is further supported by a recent strong fiscal fourth-quarter earnings beat and record bookings that provide substantial visibility into future growth.

Aehr Test Systems  ·  Updated Aug 5

Delek US reported Q2 revenue of $4.09B and said its Big Spring refinery finished a successful turnaround, is running well, and no more turnarounds are planned this year. Management said the full system is online, boosting free cash flow focus and Enterprise Optimization efforts.

Delek US Holdings  ·  Updated Aug 5

Lumen closed Alkira and is folding it into Lumen Connect to boost multi-cloud and AI networking. Management cites strong NaaS adoption, rising strategic revenue and fiber monetization via Project Conduit, while Goldman trimmed its target but kept a Neutral rating.

Lumen Technologies  ·  Updated Aug 6

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

GXO Logistics shares are declining today after the company reported second-quarter revenue of $3.44 billion, which missed analyst estimates of approximately $3.46 billion. While adjusted earnings per share were in line with expectations, investors reacted negatively to a full-year 2026 guidance range that failed to exceed consensus forecasts and offered little evidence of the operating leverage the market had anticipated. The selloff is primarily company-specific, as broader market indices are trading higher during the same session.

GXO Logistics  ·  Updated Aug 5

CDW said CFO Albert Miralles will retire in 2027 and stay on as an advisor during a planned transition. The company reported record Q2 revenue, gross profit and EPS driven by infrastructure, cloud and AI, raised its outlook, approved a dividend and kept buybacks while noting mix and working-capital pressures.

CDW  ·  Updated Aug 6

Opendoor reported stronger Q2 with higher revenue, larger contribution profit, improved margins, more homes bought, lower acquisition and operations costs, and rising Opendoor Home Loans adoption. UBS and Deutsche Bank trimmed price targets but kept Neutral/Hold, while options showed bullish pre-earnings flow.

Opendoor Technologies  ·  Updated Aug 5

Rush Street Interactive (RSI) is moving significantly lower today as investors continue a "sell the news" reaction following the company's second-quarter 2026 earnings report and subsequent guidance raise. Despite reporting record revenue growth of 46% and increasing its full-year outlook, the stock is facing downward pressure due to concerns over its elevated valuation—with a price-to-earnings ratio exceeding 40x—and recent reports of significant insider selling by top executives. Additionally, broader market sentiment is weighing on the stock as major indices like the S&P 500 flash extreme overbought technical signals, prompting a rotation out of high-growth gaming stocks that have seen substantial year-to-date gains.

Rush Street Interactive  ·  Updated Aug 5

Multiple analysts raised Pinterest price targets following company updates, citing record user and engagement gains, AI-driven ad efficiency, stronger monetization and cost control, while warning of near-term international and infrastructure cost headwinds.

Pinterest  ·  Updated Aug 6

LivaNova raised 2026 sales and EPS guidance, won a Thermo Fisher deal to secure oxygenator supply and is scaling cardiopulmonary capacity and Essenz HLM rollouts, while analysts upped targets; company is increasing capex, trimming near-term free cash flow.

LivaNova  ·  Updated Aug 6

Primoris Services (PRIM) is moving lower today following the company's second-quarter 2026 earnings report and management call, which underscored persistent cost overruns and operational challenges in its renewables segment. The downward pressure is compounded by recent significant revisions to full-year guidance and investor uncertainty following the departure of the company's Chief Operating Officer. This company-specific move reflects ongoing market concerns regarding project execution and margin compression within the firm's core energy infrastructure business.

Primoris Services  ·  Updated Aug 5

Cipher reported Q2, delivering initial Black Pearl capacity early with rent begun, priced an $810M bond to fully fund Stingray, added a 900 MW Apollo site option and now controls about 5.3 GW across 11 sites. One analyst trimmed a price target citing ERCOT Batch‑0 timing risk.

Cipher Mining  ·  Updated Aug 5

Silicon Motion is trading significantly lower today as part of a broader semiconductor sector retreat fueled by disappointing outlooks from industry peers and concerns over the sustainability of AI-related capital expenditures. The downward movement is further pressured by reports of weakening smartphone demand as manufacturers scale back production due to rising memory costs, leading to a sharp reversal of the stock's recent post-earnings momentum despite its ongoing product showcases at the FMS 2026 conference.

Silicon Motion  ·  Updated Aug 5

Tidewater Inc. (TDW) shares are declining significantly today as the stock continues a sharp reversal following its second-quarter 2026 earnings report and a subsequent tumble in crude oil prices. Although the company initially saw a price surge after beating revenue expectations on August 4, the momentum shifted as investors focused on a year-over-year decline in net income and a GAAP earnings miss relative to some analyst estimates. Furthermore, the stock is under pressure from broader energy sector weakness driven by falling oil prices and easing geopolitical risk premiums in the Middle East, which has dampened sentiment for offshore service providers.

Tidewater  ·  Updated Aug 6

Ichor Holdings shares are declining sharply today as a "sell the news" reaction follows a second-quarter earnings report that, despite beating analyst estimates, failed to satisfy high investor expectations following the stock's massive year-to-date rally. The downward pressure is further intensified by shareholder dilution concerns stemming from a recently completed $200 million at-the-market equity offering and negative operating cash flow reported for the quarter. This movement suggests that the market had already priced in a near-perfect outcome, leading to a correction as investors weigh the company's margin recovery against near-term financial headwinds.

Ichor Holdings  ·  Updated Aug 6

Snap Inc. shares are declining significantly today as the market continues to react to a series of analyst downgrades following the company's second-quarter earnings report. The stock is under pressure after being downgraded to a Strong Sell rating by Zacks Research and seeing lowered price expectations from Truist Financial, which effectively reversed the initial gains seen earlier in the week. These moves reflect growing investor skepticism regarding the sustainability of the company's recent performance and its long-term growth trajectory in the digital advertising space.

Snap  ·  Updated Aug 6

Baird trimmed its price target on JBT Marel but kept an Outperform rating after recent results. Management cited strong orders and record backlog, solid cash generation, footprint consolidations and AGV restructuring to cut costs, while warning of logistics and execution headwinds.

JBT Marel  ·  Updated Aug 5

DraftKings shares are declining significantly today as investors de-risk and position themselves ahead of the company's second-quarter 2026 earnings report scheduled for release tomorrow, August 6. The downward pressure is likely intensified by cautious sentiment surrounding ongoing prediction-market litigation and potential negative read-throughs from recent quarterly results reported by peers in the gaming and gambling sector. While some market estimates previously anticipated the earnings release for today, the company's confirmed schedule for tomorrow has contributed to heightened pre-earnings volatility and a reversal of recent gains.

DraftKings  ·  Updated Aug 5

Analysts modestly adjusted price targets. Management highlighted margin expansion, strong cash flow, Hinge momentum and new product work, while Tinder payer declines and Emerging & Exploratory weakness persist; company reiterated buybacks, dividends and returning free cash flow.

Match Group  ·  Updated Aug 6

Aurora Innovation is moving down significantly today as investors continue to digest a wider-than-expected second-quarter loss of $0.14 per share and a subsequent downward revision of 2026 earnings estimates by Northland Securities. While the company recently announced a partnership with Arrow McLaren and reported a revenue beat, these developments have been overshadowed by persistent concerns regarding high cash burn and the capital-intensive nature of its autonomous vehicle commercialization. This company-specific decline reflects a shift in investor sentiment toward the company's path to profitability following the earnings miss and analyst skepticism regarding the long-term timeline for commercial scaling.

Aurora Innovation  ·  Updated Aug 5

Multiple analysts raised Wayfair price targets, citing stronger U.S. momentum, luxury/specialty brand growth, improving margins, cash generation and debt simplification. They also noted investments in AI and logistics, while warning of international softness and macro risks.

Wayfair  ·  Updated Aug 5

MaxLinear shares are retreating today as the stock faces a sharp reversal and profit-taking following a significant rally on August 4, which was sparked by new AI infrastructure partnerships with Everspin Technologies and Core Micro Systems. The downward movement is further driven by lingering investor skepticism following the company's late-July earnings report, which highlighted a delay in the production ramp of its next-generation Rushmore optical interconnect platform to 2027 and persistent GAAP operating losses. This "sell the news" dynamic suggests that the recent AI-related gains were short-lived as the market refocuses on the company's fundamental valuation and long-term growth hurdles.

Maxlinear  ·  Updated Aug 5

PBF Energy is experiencing a significant decline as investors engage in profit-taking following a record-high surge triggered by the company's blowout second-quarter earnings report. The downward momentum is being driven by analyst warnings that the stock is significantly overvalued after its recent spike, alongside reports of substantial insider selling totaling approximately $164.6 million over the past three months.

PBF Energy  ·  Updated Aug 5

AMD reported a strong quarter with record revenue, big data-center and AI momentum, new Helios systems, major cloud and AI partnerships, ROCm software gains and a raised long-term outlook; analysts raised targets, citing data-center strength despite gaming and cost pressures.

Advanced Micro Devices  ·  Updated Aug 6

Lattice completed its AMI acquisition and highlighted AI/Server and industrial momentum; multiple analysts raised price targets and kept buy/overweight views, citing new products, improving gross margins and a lengthening backlog with visibility into 2027.

Lattice Semiconductor  ·  Updated Aug 5

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

Enphase Energy is moving lower today as the stock undergoes a reversal following a significant rally in the previous session that was fueled by news of expanded domestic manufacturing and potential tariffs on Chinese solar components. The decline reflects a return to the broader bearish sentiment established by the company's recent second-quarter earnings miss and a nearly 20 percent year-over-year revenue drop. Market participants appear to be taking profits as analysts remain cautious about the slow pace of recovery in residential solar demand and the high cyclicality of the industry.

Enphase Energy  ·  Updated Aug 5

SM Energy reported strong Q2 cash flow and production, raised second-half production guidance and narrowed full-year targets, lowered recurring G&A, closed a $950M South Texas asset sale and used proceeds to retire debt while returning capital to shareholders.

SM Energy  ·  Updated Aug 5

United Micro said it has received full proceeds from its first domestic unsecured convertible bond, with subscriptions totaling NT$12.12 billion remitted to the depository bank. The funding increases capital flexibility for potential investments or operations and includes a regulatory note on shareholder rights.

United Micro  ·  Updated Aug 5

Analysts remained cautious on EOG, keeping neutral/equal-weight stances while modestly adjusting targets. They flagged limited near-term upside but highlighted strong cash returns, efficiency gains and promising early UAE exploration.

EOG Resources  ·  Updated Aug 6

CVR Energy is moving down significantly today following the company's announcement of a third-quarter net loss of $124 million and the suspension of its quarterly cash dividend. The decision to halt the dividend was driven by a challenging refining margin environment and unplanned operational downtime, as the company seeks to preserve liquidity ahead of a major planned turnaround in 2025. This move appears to be company-specific, reflecting investor concerns over cash flow and the immediate loss of dividend income.

CVR Energy  ·  Updated Aug 5

Analysts raised price targets and stayed positive, citing strong renewables performance and 45Z tax credits. Management highlighted record renewables, stronger cash flow, capital discipline and a $7 EPS by 2028 target, while flagging weather, competition and regulatory risks.

The Andersons  ·  Updated Aug 5