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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp. is trending sharply upward as escalating geopolitical tensions in the Middle East drive a surge in oil prices and concerns over the Strait of Hormuz. The community is heavily focused on a potential massive short squeeze, citing the stock's low float and extremely high cost to borrow.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors keenly await the outcome of a contentious city council vote in Independence, Missouri, regarding a crucial data center tax abatement, while simultaneously grappling with broader market pressure stemming from a competitor's recent disappointing earnings report.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is actively discussed as NVIDIA's increased emphasis on optical interconnects validates the photonics sector, while a disclosed institutional stake and recent company updates detailing upcoming larger customer engagements for AI solutions amplify bullish sentiment.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment Inc. is trending due to a sharp sell-off following a Raymond James downgrade tied to the recompete of a significant $1.4 billion Space Force contract. However, the community largely views this as an overreaction, actively buying the dip while highlighting strong drone demand amid global tensions and anticipating a positive earnings report.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB Inc. is trending lower following its earnings report, where robust quarterly results were overshadowed by cautious forward guidance and news of executive departures, prompting community discussion on whether the significant sell-off is an overreaction or a justified response to slowing growth concerns within the software sector.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is a major talking point as its high-energy laser technology demonstrates proven effectiveness in Israel's Iron Beam defense system, igniting community speculation about substantial new defense contracts and its central role in the evolving landscape of directed energy solutions. This surge in interest is further amplified by the company's expanded manufacturing capabilities to meet growing global demand for advanced laser weaponry.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as its full-year 2025 financial results reveal record revenue and substantial profitability improvements, igniting community debate over the stock's undervaluation compared to its expanding AI infrastructure pipeline, while many accuse shorts of actively suppressing the price despite strong fundamentals.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc. is trending following its strong Q4 '25 earnings report, which included substantial revenue and EPS growth and an increased $300 million share repurchase authorization. The community is actively discussing potential analyst upgrades and a short squeeze, believing the fintech is significantly undervalued given its robust financial performance and tight share float.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings Inc. is trending sharply upward following Nvidia's multi-billion dollar strategic investment and partnership aimed at advancing optical interconnects for next-generation AI data centers. The community is excitedly discussing Lumentum's dramatic price appreciation and its pivotal role in the burgeoning AI infrastructure, despite some voicing concerns over its rapidly escalating valuation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community hotly debates the US's recent military actions in Iran, with supporters praising it as a decisive strike against a hostile regime. Critics, however, view the escalation as a costly distraction from domestic issues and a risky move with potentially negative economic and geopolitical consequences.

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The Analyst Verdict: Broadcom In The Eyes Of 24 Experts

Why Broadcom Stock Sank Today

Key PointsAn analyst cut his price target on the AI hardware maker...

Salesforce CEO touts company resilience amid software slump

Looking back, it almost seems like a dream.On Aug. 31, 2020, the U.S. had just surpassed six million COVID-19 cases, people were encouraged to wear masks and practice social distancing, and biopharma...

NYSE insider Jay Woods is watching these key levels on the S&P 500 and crude oil as U.S.-Iran conflict widens

Beyond the war, this week will see a highly-awaited February jobs report along with key earnings from Target, Broadcom and beaten-down CrowdStrike...

Archer, Riot, Rigetti and More Stocks With Earnings This Week

Here's a look at the most-closely watched earnings reports this week from Archer, Riot, Broadcom, Target, Rigetti and more.read more...

JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand

Q1 earnings for Broadcom (AVGO) expected to beat and raise, with AI revenues exceeding $9B and potential for $65B+ in FY26 & $120B+ in FY27.read more...

Buy, Sell or Hold Broadcom Stock? Key Tips Ahead of Q1 Earnings

AVGO heads into fiscal Q1 2026 earnings with AI revenues set to double, but margin pressure and valuation concerns cloud the outlook.


Royal Bank Of Canada Has Lowered Expectations for Broadcom (NASDAQ:AVGO) Stock Price

Royal Bank Of Canada reduced their price objective on shares of Broadcom from $370.00 to $340.00 and set a "sector perform" rating on the stock in a research note on Monday...

<ul class="summary-bullets"><li>Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia and Microsoft.</li><li>On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand, ahead of its Q1 earnings due on March 4.</li><li>The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.</li></ul>Shares of Broadcom Inc. garnered Wall Street attention ahead of the company’s first-quarter (Q1) 2026 earnings results due on March 4. RBC Capital lowered its price target on Broadcom, citing concerns over the lack of visibility into its customer Anthropic’s demand.RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom (AVGO) to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> was down 1.7% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>RBC Capital’s Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia Corp. (NVDA) and Microsoft Corp. (MSFT).In Dec. 2025, Broadcom CEO Hock Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery-10-billion-customer-is-anthropic.html">said</a> at the fourth-quarter (Q4) earnings call that the company had signed Anthropic as a customer, which had placed a $10 billion order for Google’s tensor processing units, with an additional order of $11 billion for the subsequent order.Meanwhile, Anthropic also <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">committed</a> to purchasing $30 billion of Azure compute capacity for up to one gigawatt, powered by NVIDIA Grace Blackwell and Vera Rubin systems.On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand. The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.<h2 class="st-heading-2">Earnings Expectations</h2>For Q1, Wall Street expects Broadcom to report revenue of $19.1 billion, a 22.4% increase from the same period last year. Meanwhile, the company is expected to post earnings per share of $2.02, compared to $1.6 in the same period of 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AVGO shares jumped to ‘extremely bullish’ from ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.One bullish user said they expect AI revenue to double, calling the shares ‘undervalued.’<stembedurl>https://stocktwits.com/Roar01/message/646293451</stembedurl>&nbsp;Shares of AVGO have risen more than 67% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Broadcom, Inc. logo is seen displayed on a smartphone screen.

Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty

RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.

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MRVL to Post Q4 Earnings: Should You Buy, Sell or Hold the Stock?

Marvell Technology heads into Q4 earnings with AI data center momentum, but softer guidance, rising competition and customer risks cloud the near-term outlook.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

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AVGO Broadcom Stock Price Today, News, Analysis and Trading Ideas

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What do you expect from $AVGO earnings on Wednesday?

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Traders are eagerly anticipating Wednesday's Q1 earnings report, with high expectations for Broadcom's AI revenue to double and strong guidance for future growth from custom ASICs and networking.

Despite market anxiety following U.S.-Iran conflict escalation and oil price surges, many investors are viewing the short-term weakness as a "buy the dip" opportunity for tech stocks.

Current Price	$318.82
Prev Close	$319.55
Open	$309.36
Dividend Yield	0.64%
50-Day Moving Average	$335.63
Beta	1.99
Avg. Volume	25.74M
PE Ratio	67.12

52-Week High	$414.61
52-Week Low	$138.10
Market Capitalization	$1.52T
EPS (Annual)	$4.77
Price to Book	18.64
Revenue Per Employee	$1.94M

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