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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending as the community eagerly anticipates the multi-billion dollar NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, following its recent $175 million strategic equity investment and the integration of its Lanteris acquisition. High short interest and broader enthusiasm for the "moon economy" are fueling significant volatility and debate around the stock's future in space infrastructure.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending ahead of its pivotal earnings report, fueling intense community debate over whether strong performance will drive new highs or trigger a "sell the news" reaction, with discussions also noting increasing competition in the AI chip sector and recent news regarding China export restrictions.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending following its strong earnings report, showcasing surging stablecoin demand and USDC circulation growth, igniting community debate around a potential short squeeze and its foundational role in digital finance, while others remain cautious given valuation concerns and ongoing regulatory hurdles.

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 amid a deeply polarized community debate following a recent State of the Union address, with supporters praising the speech while critics vehemently dispute its claims, further fueled by ongoing discussions regarding the Epstein files and economic policies like tariffs.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following a robust Q4 earnings beat, achieving GAAP profitability, and increased 2026 guidance, as the community debates its AI disruptor positioning against persistent pressure from a broader software sector sell-off.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending after projecting a significant revenue decline for its upcoming quarter, sparking a sharp sell-off and contrasting with its history of strong financial performance. The community is actively debating if the market reaction is an overcorrection and a buying opportunity, given the company's share buyback program, or if the stock faces further downside amidst an undefined bottom.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind is trending amid strong Q4 revenue growth from Tyvaso DPI sales and high anticipation for pivotal FDA decisions on Afrezza for pediatric diabetes and the Furoscix autoinjector. The community is actively debating whether these "catalyst-rich" developments signal a significant valuation increase or if historical performance and management concerns will continue to cap the stock's potential.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is seeing significant discussion following its latest financial results, where a beat on top and bottom lines was overshadowed by weaker-than-expected forward guidance for subscription revenue, leading to a sharp decline. The community is actively debating if this downturn is an overreaction driven by broader anxieties over AI disruption and a perceived slowdown in the enterprise software sector.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following its multi-year growth and cash flow plan, bolstered by a significant debt reduction after its consumer fiber business sale, positioning it as a critical infrastructure backbone for the AI era; the community is keenly discussing its potential as the "AI super highway" ahead of upcoming strategic updates.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending after its Q4 earnings miss and weaker 2026 revenue guidance prompted analyst downgrades and a notable stock dip. While some express caution, many in the community see this as a buying opportunity, highlighting the company's robust U.S. manufacturing, advantageous thin-film technology, and pivotal role in addressing the increasing demand for clean energy, especially for AI data centers.

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Why Axon Enterprise Shares Are Trading Higher By Over 16%; Here Are 20 Stocks Moving Premarket

Axon Enterprise Q4 Earnings Call Highlights

Axon Enterprise (NASDAQ:AXON) used its latest earnings call to highlight accelerating bookings momentum, strong fourth-quarter growth across hardware and software, and an expanded long-term financial...

Compared to Estimates, Axon (AXON) Q4 Earnings: A Look at Key Metrics

The headline numbers for Axon (AXON) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Axon Enterprise (AXON) Surpasses Q4 Earnings and Revenue Estimates

Axon (AXON) delivered earnings and revenue surprises of +29.04% and +5.72%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

<ul class="summary-bullets"><li>Axon said that its quarterly revenue of $797 million grew 39% year over year, exceeding its expectations, driven by premium software adoption, TASER 10, Axon Body 4 and counter-drone equipment.</li><li>It said that it is establishing a new target for 2028 of approximately $6 billion in annual revenue and a 28% Adjusted EBITDA margin.</li><li>The company said that it expects 2026 revenue growth of 27% to 30%.</li></ul>Axon Enterprise (AXON) stock rose more than 15% on Tuesday after it reported a rise in its fourth-quarter revenue compared to the year-ago quarter.&nbsp;Axon said that its quarterly revenue of $797 million grew 39% year over year, exceeding its expectations, driven by premium software adoption, TASER 10, Axon Body 4 and counter-drone equipment. Analysts on average expected revenue of $755.3 million.&nbsp;“Axon completed another record year in pursuit of our mission to protect life. Revenue grew 33% year over year, marking our fourth consecutive year of annual growth above 30% as demand for our ecosystem continues to build,” the company said.&nbsp;<h2 class="st-heading-2">Q4 Earnings&nbsp;</h2>It reported adjusted net income of $178 million, or $2.15 per diluted share, increased from $168 million, driven by higher revenue. Analysts expected profit of $1.6 per share.&nbsp;As of December 31, 2025, Axon had $1.7 billion in cash, cash equivalents and short-term investments and outstanding convertible and senior notes with a principal amount of $1.8 billion.<h2 class="st-heading-2">Outlook</h2>“Our momentum is accelerating as we enter 2026, supported by disciplined investment, strong product market fit and deep, trusted relationships with our customers,” it said. The company said that it expects 2026 revenue growth of 27% to 30% with an Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin of 25.5%.&nbsp;Looking further ahead, it said that it is establishing a new target for 2028 of approximately $6 billion in annual revenue and a 28% Adjusted EBITDA margin.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around AXON trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised AXON’s fourth quarter performance.&nbsp;<stembedurl>https://stocktwits.com/CarpeDeum/message/645784313</stembedurl>Another user said that AXON’s earnings report was a ‘Grand Slam’.&nbsp;<stembedurl>https://stocktwits.com/StockQB/message/645782408</stembedurl>Shares in the company have been flat over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Retail sentiment around AXON trended in ‘extremely bullish’ territory amid ‘high’ message volume on Stocktwits. 

Axon Stock Rallied More Than 15% After-Hours – What Is Making Traders Bullish?

 It reported adjusted net income of $178 million, or $2.15 per diluted share beating analysts expected profit of $1.6 per share. 

Equity

 It reported adjusted net income of $178 million, or $2.15 per diluted share beating analysts expected profit of $1.6 per share. 


Axon Enterprise (NASDAQ:AXON) Releases Quarterly Earnings Results, Beats Expectations By $997.35 EPS

Axon Enterprise (NASDAQ:AXON - Get Free Report) issued its earnings results on Tuesday. The biotechnology company reported $999.00 EPS for the quarter, topping the consensus estimate of $1.65 by...

Axon Enterprise, Inc. Reports Decline In Q4 Bottom Line

(RTTNews) - Axon Enterprise, Inc. (AXON) reported earnings for fourth quarter that Drops, from last year...

Axon Enterprise Q4 Earnings Summary & Key Takeaways

Axon reports Q4 2025 revenue of $797 million, up 39% year over year

Axon reports Q4 2025 revenue of $797 million, up 39% year over year Axon reports Q4 2025 revenue of $797 million, up 39% year over year PR Newswire SCOTTSDALE, Ariz., Feb. 24, 2026 SCOTTSDALE, Ariz...

Axon Enterprise Q4 25 Earnings Conference Call At 4:30 PM ET

(RTTNews) - Axon Enterprise, Inc. (AXON) will host a conference call at 4:30 PM ET on February 24, 2026, to discuss Q4 25 earnings results...

$AXON Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.03 down -98.31% YoY
• Reported revenue of $796.72M up 38.53% YoY
• Axon expects 2026 revenue growth of 27% to 30% with an Adjusted EBITDA margin of 25.5%. Axon also targets 2028 annual revenue of approximately $6B and a 28% Adjusted EBITDA margin.

Stocktwits

Axon Enterprise Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.03 down -98.31% YoY
• Reported revenue of $796.72M up 38.53% YoY
• Axon expects 2026 revenue growth of 27% to 30% with an Adjusted EBITDA margin of 25.5%. Axon also targets 2028 annual revenue of approximately $6B and a 28% Adjusted EBITDA margin.

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Stocktwits Earnings

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.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

Stocktwits Polls

The company delivered a "grand slam" with Q4 earnings of $2.15 EPS and revenue of $797M both exceeding estimates, coupled with bullish 2026 revenue guidance of 27-30% growth.

Shares surged over 15% in pre-market and after-hours trading, fueled by strong earnings and an optimistic 2028 target of $6 billion in annual revenue.

Many traders believe a significant short squeeze is underway, catching bears off guard after the stock was "beaten down" to the low $400s prior to the impressive earnings report.

Discussion highlights the company's strong position in public safety tech, including TASERs, body cams, and advanced software with AI-driven police reports, creating a "defensible moat."

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