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Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending ahead of its Q4 earnings report, with community focus on potential Phase 3 advancement for its oral VK2735 obesity drug, a move expected to accelerate its development. This optimism is reinforced by recent FDA actions against compounded GLP-1s, highlighting the value of VKTX's legitimate and "best-in-class" pipeline in the booming metabolic market.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is actively discussed as its merger with quantum technology company Infleqtion approaches, with a shareholder vote scheduled for February 12 and a ticker change to INFQ expected soon after. The community is bullish, citing Infleqtion's recent NASA and DOE contracts and strong commercial pipeline as reasons it's undervalued compared to its quantum sector peers.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing a significant sell-off, reflecting broad market fears that generative AI will disrupt traditional enterprise software and pushing the stock to multi-year lows. Despite widespread panic, a strong contingent of investors highlights the company's robust free cash flow, deep undervaluation, and strategic AI integrations, viewing the current decline as a prime buying opportunity.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following U.S. FDA approval of its Optune Pax for locally advanced pancreatic cancer, hailed by the community as the first new treatment in three decades to extend survival and improve quality of life, which is driving optimism for a significant rally and substantial market penetration.

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

Applovin Corp ($APP) is trending as a major short-seller retracted false allegations and Reuters corrected an erroneous headline, fueling community calls for a significant rebound and questioning market manipulation amidst strong company fundamentals and high volatility.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after its robust earnings report, showcasing record revenue, gross margin, and its first profitable fiscal year, signaling a significant financial inflection point. The community is actively discussing the strong 'beat and raise' performance and optimistic guidance, emphasizing AI as a growing tailwind for its edge computing and security business.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending after reporting an earnings and revenue beat, driven by accelerating demand for AI infrastructure orders, leading to raised guidance. The community is debating whether this signals a significant AI growth story, potentially pushing the stock towards previous highs, or if it's an overvalued momentum play with ongoing concerns about gross margin pressures from rising memory-chip costs.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following an earnings report that highlighted the operational "Eagle Line" and B-sample shipments to OEMs, with community discussion split between excitement for these production milestones and frustration over the continued absence of specific yield data and named commercial partners.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is surging after reporting strong earnings and an optimistic 2026 outlook, driven by overwhelming demand for its critical power and thermal infrastructure solutions essential for AI data centers. The community is actively discussing VRT's pivotal role in the AI buildout, though some are noting its significant valuation spike.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending after reporting strong financial results and forward guidance, along with announcing a $1 billion share repurchase program. The community is actively debating whether these positive fundamentals and a potential short squeeze can counter prevailing fears of AI disruption and challenges to the company's growth levers within the broader software sector.

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<ul class="summary-bullets"><li>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;</li><li>Fastly also swung to profit in the fourth quarter compared to the year-ago.</li><li>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;</li></ul>Fastly (<a href="https://stocktwits.com/symbol/FSLY">FSLY</a>) shares soared 25% in extended hours of trading on Wednesday after its record fourth-quarter revenue beat estimates.&nbsp;The rally in the stock turned investors bullish on the stock with predictions of the stock to rise 100% by the end of Feb.&nbsp;<a href="https://stocktwits.com/BullyingTheBearss/message/644734186">https://stocktwits.com/BullyingTheBearss/message/644734186</a>The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai.&nbsp;"Our fourth quarter results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin, and operating profit,” said Kip Compton, CEO of Fastly. “In 2025 we made significant progress on Fastly’s transformation and delivered great results.”<h2 class="st-heading-2">Q4 Snapshot</h2>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;The company also swung to profit in the fourth quarter compared to the year-ago. It reported adjusted net income per diluted share of $0.12, compared to adjusted net loss per diluted share of $0.02 in the fourth quarter of 2024.The company said it generated $22.4 million of operating cash flow compared to $5.2 million of operating cash flow in the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Outlook</h2>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;It said its full year-revenue is expected to be in the range of $700 million to $720 million. The higher end of the FY2026 forecast shows 15% growth in full year revenue compared to $624 million it reported for FY2025.&nbsp;It also said it expects adjusted profit to be in the range of $0.07 per share to $0.10 per share for Q1 2026. Analysts on average expected adjusted profit to be $0.01 per share.&nbsp;“As we look toward 2026, we anticipate continued momentum, with AI as an increasing tailwind for our business,” Compton added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around FSLY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;One user, however, said that Fastly’s earnings did not impress them, except for free cash flow and profitability.&nbsp;<stembedurl>https://stocktwits.com/starwarsjunkie7/message/644734123</stembedurl>Shares in the company have risen 17% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-token-uni-rises-how-did-blackrock-drive-the-rally/cZb6jCHR4Ad">Crypto Token UNI Jumps 14% - How Did BlackRock Drive The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Why Is Retail Seeing 100% Jump In Fastly’s Stock By Month-End?

The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai. 

Equity

The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai. 


Fastly Q4 Earnings Call Highlights

Fastly (NYSE:FSLY) reported a fourth-quarter and full-year 2025 performance that management said marked a turning point for the company, highlighted by accelerating revenue growth, record...

Fastly Stock Soars Over 25% After Q4 Earnings: Here's Why

Here's a detailed look inside the Q4 earnings report from Fastly.read more...

Fastly (NYSE:FSLY) CTO Artur Bergman Sells 20,000 Shares

Fastly, Inc. (NYSE:FSLY - Get Free Report) CTO Artur Bergman sold 20,000 shares of the firm's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $8.84, for a...

Fastly Q4 Earnings Summary & Key Takeaways

Fastly Announces Both Record Fourth Quarter and Full Year 2025 Financial Results

Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced financial results for its fourth quarter and full year ended December 31, 2025. 'Our fourth quarter results mark an...

Assessing Fastly: Insights From 5 Financial Analysts

Oversold Conditions For Fastly (FSLY)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a...

Artur Bergman Sells 20,000 Shares of Fastly (NYSE:FSLY) Stock

Fastly, Inc. (NYSE:FSLY - Get Free Report) CTO Artur Bergman sold 20,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $9.36, for a total...

4 Internet Stocks Poised to Top Estimates This Earnings Season

Here, we pick four Internet stocks - AKAM, FIVN, FSLY and SPOT - that are likely to pull off a beat this earnings season.

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

What do you expect from $COIN earnings on Thursday?

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Coinbase Global Inc

Stocktwits Polls

Users are celebrating a "blowout" Q4 earnings report, with revenue up 23% YoY, record 64% gross margin, and the first profitable fiscal year ever.

Traders are eagerly predicting significant price increases, with targets ranging from $15 to $25 and some even envisioning a return to triple digits.

The CEO highlighted AI as a significant and increasing tailwind for the business, driving demand for its edge computing services.

Long-term investors view the strong financial results as an inflection point, signaling a fundamental shift from a "story stock" to a cash-generating company.

Despite the rally, some users are cautioning about "pump and dump" scenarios or advising profit-taking to secure gains after the significant jump.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.01	--	--	N/A
Q4 '25	$0.06	$0.12	116.23%	BEAT
Q3 '25	$0.00	$0.07	99900.00%	BEAT
Q2 '25	-$0.05	-$0.03	38.54%	BEAT
Q1 '25	-$0.07	-$0.05	23.23%	BEAT

FSLY
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