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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after delivering a monster Q2 earnings beat on revenue and EPS, coupled with a significant raise in its full-year guidance to $40 billion, underscoring strong demand for its AI infrastructure. Community discussion is split between excitement over massive growth and concerns regarding continued gross margin compression despite the strong top-line performance.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after delivering strong fourth-quarter earnings and a better-than-expected first-quarter outlook, yet the stock is experiencing a notable sell-off, prompting community discussion around potential manipulation, profit-taking, or higher-than-anticipated AI growth expectations for the chipmaker. Many are actively debating whether this dip presents a buying opportunity, anticipating a rebound.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending after unexpectedly releasing cautious 2026 guidance, projecting a sales and profit decline due to intense competition and pricing pressures, which has sparked a polarized community debate between concerns over management and conviction in the strong demand for its new oral weight-loss pill.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is facing a sharp sell-off and heavy trading volume following a disappointing earnings report, weak 2026 guidance, and an unexpected change in leadership. While some in the community are dismissing it as a 'value trap' amidst intense competition, others are calling it a generational 'oversold' buying opportunity, pointing to its low valuation, strong free cash flow, and ongoing share buybacks.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting stronger-than-expected earnings and optimistic guidance, leading to broad community discussion that the solar sector may be bottoming out and anticipating a significant short squeeze.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending as its Q4 earnings, despite a slight revenue and EPS beat, revealed a 2.5% drop in comparable restaurant sales and a "flat" outlook for 2026, sparking significant community debate about declining traffic, perceived shrinking portions, and leadership's ability to drive future growth.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

BULL is trending due to its sustained descent to new all-time lows, fueling intense investor frustration over perceived management silence and concerns about potential dilution. Despite its strong financial performance and deeply oversold technicals compared to peers like Robinhood, the community remains sharply divided on whether the current valuation presents a buying opportunity or signals further downside.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing a sharp, sustained sell-off ahead of its financial results, intensifying community debate between deep skepticism over its long-term profitability and management, and strong bullish conviction that its massive user base and undervaluation offer a prime buying opportunity, further complicated by growing global regulatory pressure on youth social media access.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending due to its sharp post-IPO decline, with its valuation now notably below Adobe's prior acquisition offer, sparking intense community debate around its future. While some investors highlight the 'best-in-class' product as an 'oversold' opportunity, others remain bearish amidst ongoing concerns about AI competition, upcoming lock-up expirations, and recent insider selling.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital faces investor scrutiny after a Q4 net loss stemming from digital asset depreciation, though community discussion highlights the continued progress and expanded capacity of its Helios data center, with many urging management to emphasize its AI infrastructure thesis over crypto market dynamics.

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Enphase Energy Q4 Earnings Call Highlights

Enphase Energy (NASDAQ:ENPH) reported what CEO Badri Kothandaraman described as a good quarter for the fourth quarter of 2025, highlighted by $343.3 million in revenue, shipments of 1.55 million...

<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;<h2 class="st-heading-2">Q4 Earnings</h2>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.<h2 class="st-heading-2">Outlook</h2>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;<stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl>Another user said that the turnaround of ENPH is ‘well underway’.<stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl>Shares in the company have fallen 37% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Enphase Energy Inc. 

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

Equity

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 


Enphase Energy (ENPH) Surpasses Q4 Earnings and Revenue Estimates

Enphase Energy (ENPH) delivered earnings and revenue surprises of +31.48% and +2.61%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Promising Solar Stocks To Follow Now - February 3rd

First Solar, Enphase Energy, T1 Energy, Nextpower, and Sunrun are the five Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of publicly traded...

Enphase Energy (NASDAQ:ENPH) Announces Quarterly Earnings Results

Enphase Energy (NASDAQ:ENPH - Get Free Report) posted its quarterly earnings results on Tuesday. The semiconductor company reported $0.71 earnings per share for the quarter, beating analysts...

Enphase Energy, Inc. Reports Fall In Q4 Profit

(RTTNews) - Enphase Energy, Inc. (ENPH) reported earnings for fourth quarter that Drops, from last year...

Solar Stocks To Follow Today - February 1st

First Solar, Nextpower, Enphase Energy, Solaris Energy Infrastructure, and Sunrun are the five Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of...

Top Solar Stocks To Follow Today - January 31st

First Solar, Nextpower, and Enphase Energy are the three Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of companies that derive a significant...

Enphase Energy, Inc. $ENPH Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lessened its position in shares of Enphase Energy, Inc. (NASDAQ:ENPH - Free Report) by 49.4% in the 3rd quarter, according to its most recent filing with the...

Enphase Energy (ENPH) Dips More Than Broader Market: What You Should Know

Enphase Energy (ENPH) closed at $38.28 in the latest trading session, marking a -5.41% move from the prior day.

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

• Reported GAAP EPS of $0.30 down -34.78% YoY
• Reported revenue of $343.32M down -10.29% YoY
• Enphase Energy expects Q1 2026 revenue between $270.0 million and $300.0 million, including 100-120 MWh of IQ Batteries. Non-GAAP gross margin is projected at 42.0% to 45.0%, with operating expenses of $77.0 million to $81.0 million.

Stocktwits

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.30 down -34.78% YoY
• Reported revenue of $343.32M down -10.29% YoY
• Enphase Energy expects Q1 2026 revenue between $270.0 million and $300.0 million, including 100-120 MWh of IQ Batteries. Non-GAAP gross margin is projected at 42.0% to 45.0%, with operating expenses of $77.0 million to $81.0 million.

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Speculation is high that the company's substantial short interest, reported around 27%, will trigger a significant short covering rally following the strong earnings.

The stock surged significantly after reporting Q4 earnings that beat analyst expectations for both EPS and revenue, fueling optimism.

Amid discussions of new products like Gen 5 batteries and IQ9 microinverters, investors are anticipating a strong rebound and long-term growth for the company and the broader solar sector.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.39	--	--	N/A
Q4 '25	$0.59	$0.71	21.06%	BEAT
Q3 '25	$0.65	$0.90	38.02%	BEAT
Q2 '25	$0.62	$0.69	10.77%	BEAT
Q1 '25	$0.71	$0.68	-4.17%	MISSED

ENPH
Enphase Energy Inc

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