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DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings sharp selloff follows a Q3 earnings miss and a steeply reduced full-year outlook, with traders focused on heavy spending to expand its Predictions business and weaker-than-expected profitability. Many see the investment and competition from Kalshi and Polymarket as costly risks, while some argue the core sportsbook remains strong and are buying the dip.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year agreement to supply and license rocket engines for AST SpaceMobiles planned heavy-lift rocket is driving attention, with traders viewing it as a major contract and validation of Fireflys technology. The reaction is largely bullish, though some question execution timelines and the deals cash-and-share structure.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases steep post-earnings decline and fresh lows dominate, with traders questioning the strength of its underlying business amid weaker crypto trading activity. Bitcoins slump and fears over the Binance hack add pressure, while some traders argue Coinbase could benefit if customers move assets from Binance.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the pending FDA decision on Capricors deramiocel for Duchenne muscular dystrophy, with bullish traders citing HOPE-3 upper-limb results and a letter from trial investigators urging approval. Others warn approval is uncertain given regulatory and data concerns; short-squeeze and options activity add to the speculation around the decision.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected quarterly results, upbeat outlook and expanded share-repurchase authorization have driven a sharp rebound after a prolonged selloff. Bulls point to improving performance from its AI-powered advertising model, while skeptics warn the rally may be overextended and question whether growth can be sustained.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs quarterly results beat expectations, driving a rebound as traders highlighted Alani Nus growth and international expansion. The reaction is tempered by concerns over declining revenue for the core Celsius brand and compressed gross margins.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

A broad memory and AI-infrastructure selloff is driving attention to WDC, with traders linking the weakness to concerns that political resistance could slow data-center construction and storage demand. Bulls call the drop excessive and point to strong company fundamentals, while others worry that AI spending or the storage cycle may be peaking.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon shares sold off sharply after a quarterly earnings miss and a reduced full-year outlook, with federal procurement delays cited as a headwind. Traders are split between viewing the drop as an oversold buying opportunity and seeing it as a justified repricing given valuation and concerns about profitability and margins.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs Q3 results and Googles credit backstop for financing tied to its Anthropic-linked Kentucky data-center lease are driving discussion, with traders also highlighting a Fluor construction agreement. Bulls see the developments as reducing financing risk and supporting growth, while bears argue that debt, buildout execution and sector or political headwinds outweigh the positive news.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Repeated Schwab and thinkorswim outages, login failures, and order-processing problems are driving attention, with traders complaining about missed trades and unreliable quotes. Some say access has returned, but frustration is prompting calls to move accounts to other brokers.

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The move appears tied to Axons Q3 revenue and EPS coming in below expectations, alongside a reduced FY26 revenue outlook of $3.61$3.63 billion versus about $3.71 billion expected. Traders are focusing on federal procurement delays cited as a factor behind the more cautious outlook.

AXON Q3 Earnings Call Highlights Federal Delays and AI Growth

Axon cuts its 2026 revenue outlook amid federal counter-drone delays, even as AI adoption, software growth and a $1.2 billion Skydio investment fuel expansion.

Axon Enterprise Q3 Earnings Miss Estimates as Margins Narrow

AXON's Q3 earnings and revenues miss estimates as margin pressures and delayed federal counter-drone projects prompt a cut to its 2026 sales outlook.

Axon Enterprise Stock Slides Again Friday: What's Going On?

Axon (AXON) stock dropped premarket after missing Q3 earnings and lowering its 2026 revenue guidance amid drone deployment delays.read more...

Axon Enterprise Q3 2026 Earnings Call Transcript

Axon Enterprise (NASDAQ:AXON) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

Compared to Estimates, Axon (AXON) Q3 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Axon (AXON) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Axon Enterprise (AXON) Q3 Earnings and Revenues Miss Estimates

Axon (AXON) delivered earnings and revenue surprises of -9.47% and -2.43%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Axon Invests $1.2 Billion in Skydio to Build the Future of Drone as First Responder

Axon Invests $1.2 Billion in Skydio to Build the Future of Drone as First Responder Axon Invests $1.2 Billion in Skydio to Build the Future of Drone as First ResponderPR NewswireSCOTTSDALE, Ariz., Nov. 5, 2026 With an expanded partnership, Axon becomes exclusive Skydio distributor for public safety...

Should Axon Enterprise Stock be in Your Portfolio Pre-Q3 Earnings?

AXON gears up for Q3 earnings with strong demand for TASER devices, software and counter-drone solutions. Can growth outweigh high costs and valuation risks?

TransDigm Group (TDG) Earnings Expected to Grow: Should You Buy?

TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Axon Enterprise vs. Monday.com: Which Industrials Stock Is a Better Buy for 2027?

Key PointsAxon Enterprise continues to dominate the public safety sector through its integrated hardware and cloud software ecosystem...

$AXON Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.72 up 38.71% YoY
• Reported revenue of $908.55M up 27.85% YoY
• Axon expects Q4 2026 revenue of $990M to $1.01B and Adjusted EBITDA of $245M to $250M; FY 2026 revenue is approximately $3.61B to $3.63B.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.72 up 38.71% YoY
• Reported revenue of $908.55M up 27.85% YoY
• Axon expects Q4 2026 revenue of $990M to $1.01B and Adjusted EBITDA of $245M to $250M; FY 2026 revenue is approximately $3.61B to $3.63B.

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Stocktwits Earnings

• Reported GAAP EPS of $1.72 up 38.71% YoY
• Reported revenue of $908.55M up 27.85% YoY
• Axon expects Q4 2026 revenue of $990M to $1.01B and Adjusted EBITDA of $245M to $250M; FY 2026 revenue is approximately $3.61B to $3.63B.

Axons gross margins decreased amid counter-drone equipment mix and higher memory costs; delayed Federal Dedrone deployments reduced 2026 outlook, while operating cash flow and free cash flow were lower than prior-year comparisons.

Axon announced a $1.2B Skydio investment and exclusive distribution agreement, Software & Services revenue accelerated with newer offerings scaling, and product launches accompanied 25% year-to-date five-year bookings growth.

AXON Plans To Raise $1B Through Convertible Notes — Here’s What Investors Need To Know

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Bullish Sentiment

<ul class="summary-bullets"><li>Axon expects to give underwriters an option to purchase up to an additional $150 million of notes to cover over-allotments.</li><li>The notes will mature on Sept. 15, 2031, will carry no regular interest and will not accrete in principal.</li><li>Axon expects to enter into capped call transactions designed to generally reduce potential dilution upon conversion of the notes, subject to a cap.</li></ul><p>Axon Enterprise Inc. (AXON) shares fell around 4% in Tuesday’s premarket session after the public safety technology company announced plans to raise $1 billion through an offering of 0% convertible senior notes due 2031.</p><p>Axon also expects to grant the underwriters an option to purchase up to an additional $150 million of notes solely to cover any over-allotments.</p><h2 class="st-heading-2">Use Of Proceeds</h2><p>Axon said it intends to use a portion of the net proceeds to pay the costs of the capped call transactions tied to the notes.</p><p>The company expects to use the remaining net proceeds for general corporate purposes, including providing capital to support its growth and acquiring or investing in product lines, products, services or technologies.</p><h2 class="st-heading-2">Axon’s 0% Convertible Notes</h2><p>The notes will mature on Sept. 15, 2031, unless converted, redeemed or repurchased earlier. The notes will be senior, unsecured obligations of Axon and will not bear regular interest. The principal amount will also not accrete, the firm said.</p><p>Noteholders will have the right to convert their notes under certain circumstances and during specified periods. Upon conversion, Axon may settle the obligation in cash, common stock, or a combination of both.</p><p>The initial conversion rate and other terms of the notes will be determined when the offering is priced. This means the number of shares that could be involved in a future conversion cannot be determined from Tuesday's announcement alone.</p><p>Alongside the offering, Axon said it expects to enter into privately negotiated capped call transactions with one or more financial institutions.</p><p>The capped calls will cover the number of shares initially underlying the notes, subject to anti-dilution adjustments.</p><p>Axon said the transactions are generally designed to reduce potential dilution of its common stock upon conversion of the notes and/or to offset certain cash payments it may be required to make above the principal amount of the converted notes, subject to a cap.</p><h2 class="st-heading-2">Axon’s Existing Debt And Cash Position</h2><p>As of June 30, 2026, Axon reported $685 million in cash, cash equivalents and short-term investments and $1.8 billion of outstanding senior notes, leaving the company with a net debt position of approximately $1.1 billion.</p><p>The new notes would therefore add to Axon's debt obligations if the proposed offering is completed, although the 0% coupon means the notes would not require regular cash interest payments.</p><h2 class="st-heading-2">Axon's Earnings Highlights</h2><p>The company reported $904 million in second-quarter (Q2) revenue, up 35% year over year, marking its 10th consecutive quarter of revenue growth above 30%. Annual recurring revenue rose 39% to $1.6 billion.</p><p>Axon reported $15.1 billion in future contracted bookings as of June 30, up 41% year over year. The company said it expected to fulfill 20% to 25% of that balance over the next 12 months, with the remainder generally expected to be fulfilled over the following 10 years.</p><p>The firm raised its full-year 2026 revenue-growth outlook to 32% to 34% from 30% to 32% previously, while maintaining its Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)&nbsp; margin outlook at approximately 25.5%.</p><h2 class="st-heading-2">Retail Take On AXON</h2><p>On Stocktwits, retail sentiment for AXON stayed ‘neutral’ over the past 24 hours.</p><p><a href="https://stocktwits.com/symbol/AXON">AXON</a> stock has dropped over 15% year-to-date.</p><p><strong>Read more: </strong><a href="https://stocktwits.com/news-articles/markets/equity/vera-stock-jumps-16-premarket-trutakna-cuts-kidney-disease-progression-risk-by-76-full-fda-filing-planned-in-q4/cZtnakYRBcI"><strong>VERA Stock Jumps 16% Premarket – Trutakna Cuts Kidney Disease Progression Risk By 76%, Full FDA Filing Planned In Q4</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 Axon Enterprise Logo Shown on Smartphone with Latest Stock Market Chart

Axon plans to offer $1 billion of 0% convertible senior notes due 2031, with proceeds earmarked for capped call costs and general corporate purposes, including growth initiatives and potential acquisitions or investments in other businesses.

$APP

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$BROS

$CELH

$APP, $AXON, $BROS, and $CELH all sold off sharply following Q2 earnings. Which of these earnings declines are you most interested in buying? Vote and explain your reasoning in the comments.

Which of these earnings declines are you most interested in buying - $APP, $AXON, $BROS, or $CELH?

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The stock is under heavy pressure after missing Q3 earnings estimates and slashing full-year guidance due to federal procurement delays.

Traders are divided between long-term confidence in the company's tech stack and concerns that its high P/E multiple is unsustainable.

Options activity is dominated by heavy put buying, signaling traders are hedging or aggressively betting against a quick recovery.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$2.14	--	--	N/A
Q3 '26	$1.89	$1.72	-8.81%	MISSED
Q2 '26	$1.84	$1.88	1.96%	BEAT
Q1 '26	$1.60	$1.61	0.81%	BEAT
Q4 '25	$1.60	$2.15	34.48%	BEAT

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AXON Earnings

Latest Earnings Results: Q3 '26

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