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Kendu

KENDU CRYPTO is trending as its highly active community demonstrates strong conviction, consistently building a permissionless brand with numerous real-world products and initiatives. The community's unwavering focus on development and "buying the dip" in a fluctuating market generates significant discussion and belief in its long-term potential.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is actively discussed after announcing a major strategic collaboration with Astellas for its prostate cancer treatment, VIR-5500, featuring substantial upfront payments and positive Phase 1 data, leading to bullish community speculation about a short squeeze and re-evaluation of its immuno-oncology pipeline.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is seeing intense discussion and a significant sell-off as fears escalate that AI, particularly Anthropic's Claude, will fundamentally disrupt and devalue established software businesses; however, a vocal part of the community dismisses this as exaggerated market manipulation and an irrational overreaction.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae (FNMA) is trending as positive housing market forecasts and decreasing mortgage rates, alongside recent strong earnings reports from the GSEs, fuel investor anticipation for its release from conservatorship. The community is keenly discussing comments from FHFA leadership indicating readiness for an IPO with the decision resting with the President, leading to widespread speculation of an imminent uplisting to the NYSE.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as the Supreme Court's tariff ruling creates new uncertainty around US trade policy and inflation's impact on bond yields. Community discussion intensifies over potential Fed rate cuts amid ongoing economic data releases and reports of China advising banks to curb US Treasury exposure.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is experiencing active discussion after its latest earnings beat initial profit estimates but offered cautious fiscal year guidance, sparking a mixed community reaction on whether lingering housing market headwinds and consumer spending hesitation will support a rebound or continued pressure.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian (TEAM) is trending as widespread market fears of AI disruption drive a "SaaSpocalypse" across the software sector, overshadowing the company's solid earnings. While many investors are panicking over potential obsolescence from AI tools, others view the sharp sell-off as an extreme undervaluation for Atlassian's deeply embedded and sticky enterprise solutions.

Armstrong World Industries, Inc. engages in the design, manufacture, and trade of commercial and residential ceiling, wall, and suspension system solutions. It operates through the following segments: Mineral Fiber, Architectural Specialties, and Unallocated Corporate. The Mineral Fiber segment involves the production of suspended and soft fiber ceiling systems. The Architectural Specialties segment focuses on the production, design, and sourcing of ceilings, walls, and facades primarily for use in commercial settings. The Unallocated Corporate segment includes the assets, liabilities, income, and expenses that have not been allocated to other business segments. The company was founded by Thomas M. Armstrong in 1860 and is headquartered in Lancaster, PA.

Armstrong World Industries Inc.

Armstrong World Industries is trending after reporting strong Q4 2025 earnings and issuing robust 2026 guidance, with the community highlighting its strategic acquisitions and product innovations in architectural solutions. This performance showcases the company's resilience and growth drivers despite a dynamic building materials market.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amidst a sector-wide sell-off sparked by fears that Anthropic's new Claude Code Security tool signals AI's disruptive potential in cybersecurity, though the community remains sharply divided between those who believe it's an overblown reaction and others concerned about long-term business model changes.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is soaring after announcing 700% revenue growth for its ANKTIVA platform, driven by recent global approvals and an aggressive 3-year expansion plan for multiple cancer and immune system treatments. The community anticipates a significant short squeeze amid elevated short interest and discussions of potential high-profile recognition for its groundbreaking oncology advancements.

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<ul class="summary-bullets"><li>A sharp AI-driven selloff on Monday sent IBM to its steepest drop in over two decades.</li><li>Investors are watching Anthropic’s product event and President Trump’s address for fresh catalysts.</li><li>All eyes are now on Nvidia (NVDA) ahead of its high-stakes earnings report on Wednesday.&nbsp;</li></ul>U.S. stock futures were showing signs of stability early Tuesday after a sharp selloff in the previous session, following a doomsday AI report from Citrine Research that raised fears of industry displacement. IBM saw its worst drop since 2000 on Monday. All eyes will be on Anthropic’s product event later today, where the company is expected to launch new features and updates.&nbsp;Investors will be watching President Trump’s State of the Union address at 9:00 pm ET, where he may pitch new cost-cutting measures. Meanwhile, reports also suggest that Trump is considering new national security tariffs following last week's Supreme Court ruling.As of 3:00 a.m. ET on Tuesday, Nasdaq, S&amp;P 500 and Russell 2000 futures rose 0.2%, and the Dow futures were up 0.1%.Meanwhile, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, has remained ‘bearish’ amid high message volumes.&nbsp;Trending Stocks To WatchNvidia (NVDA):&nbsp;Ahead of its high-stakes earnings report on Wednesday, a Reuters report claims that Chinese startup DeepSeek allegedly trained its models on Nvidia’s advanced Blackwell chips, potentially violating U.S. export curbs.&nbsp;International Business Machines Corp (IBM): Jefferies is standing by its 'Buy' rating and $370 price target for the legacy software giant. The investment research firm's stance, issued Monday, aims to ease investor concerns following a sell-off. Jefferies argues that the company's expected "re-acceleration" ultimately hinges on broader industry demand for cloud, AI, and automation technologies.Apple (AAPL):&nbsp;Reports suggest the iPhone maker is planning to begin producing some Mac Mini units in Houston, Texas, later this year as it seeks to secure domestic supply chains.&nbsp; Netflix (NFLX), Warner Bros Discovery (WBD) &amp; Paramount (PSKY):&nbsp;The bidding war for WBD is heating up with Paramount submitting a higher revised offer to compete with Netflix. The WBD board votes on March 20.&nbsp; Pfizer (PFE):&nbsp;It has entered into a $495 million licensing deal with Sciwind Biosciences for a type 2 diabetes treatment in China.Hims &amp; Hers (HIMS):&nbsp;Shares took a knock in after-hours trade on weak 2026 guidance. The company also disclosed an SEC investigation into its disclosures regarding compounded semaglutide.Uber Inc (UBER): It has bought the parking reservation app, SpotHero.&nbsp;FedEx (FDX):&nbsp;The company has sued the U.S. government seeking a full refund of emergency tariffs. Other tickers trending on Stocktwits at the time of writing included Johnson and Johnson (JNJ), Infleqtion (INFQ), Cipher Mining (CIFR), and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://c3.ai">C3.ai</a> Inc (AI), among others.&nbsp;Other Catalysts To WatchOn the economic front, investors will be monitoring the release of wholesale inventories &amp; consumer confidence at 10:00 am today. Also, commentary from Fed speakers, including Chicago Fed President Austan Goolsbee and Fed Governor Lisa Coo,k later in the day.&nbsp; On the earnings radar, investors will be watching for the quarterly reports from Home Depot (HD), Keurig Dr. Pepper (KDP), Planet Fitness (PLNT), DigitalOcean (DOCN), and Henry Schein (HSIC), among others, before the bell today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Steady After AI Fears Roil Tech: Why IBM, NVDA, NFLX, HIMS, PFE Are On Traders' Radar Today

Data from Stocktwits indicated retail sentiment on SPY and QQQ remained ‘bearish’ on Stocktwits.

Equity

Data from Stocktwits indicated retail sentiment on SPY and QQQ remained ‘bearish’ on Stocktwits.


Hims & Hers Health Q4 Earnings Call Highlights

Hims & Hers Health (NYSE:HIMS) executives used the company's fourth-quarter and full-year 2025 earnings call to emphasize expanding scale, broader specialty breadth, and accelerating international...

<ul class="summary-bullets"><li>The company forecast full-year 2026 revenue of $2.7 billion to $2.9 billion and Q1 revenue of $600 million to $625 million, both below consensus.</li><li>Subscriber growth remained steady, with over 2.5 million subscribers by the end of the year, up 13% from the previous year.</li><li>CEO Andrew Dudum downplayed GLP-1 exposure, saying only a small minority of subscribers use compounded GLP-1s.</li></ul>Shares of Hims &amp; Hers Health, Inc. (HIMS) slid nearly 10% after-hours on Monday as the company’s 2026 revenue outlook came in below Wall Street expectations, reviving investor concerns around regulatory risk tied to compounded GLP-1 weight-loss drugs.<a href="https://stocktwits.com/symbol/HIMS">HIMS stock</a> fell 0.8% to $15.51 in the regular session on Monday.<h2 class="st-heading-2">Hims Forecasts Slower Growth In 2026</h2>Hims &amp; Hers forecasts full-year 2026 revenue of $2.7 billion to $2.9 billion, compared with consensus estimates of about $2.71 billion. For the first quarter of 2026, the company expects revenue of $600 million to $625 million, below the Street’s estimate of roughly $652.6 million.&nbsp;The company also guided for adjusted earnings before interest, taxes, depreciation, and amortisation (EBITDA) in the range of $300 million to $375 million for the full year and $35 million to $55 million for the first quarter.For 2025, Hims &amp; Hers delivered revenue of $2.35 billion, up 59% year over year. Net income rose to $128.4 million, while adjusted EBITDA nearly doubled to $318 million.Subscriber growth remained steady, with the platform ending the year with more than 2.5 million subscribers, up 13% from the previous year. Meanwhile, monthly revenue per average subscriber was up 11% to $83 in the fourth quarter (Q4) and 28% for the full year.“We expect subscriber growth within our weight loss offering to remain strong throughout 2026,” CEO Andrew Dudum said on the company’s earnings call.In Q4, revenue increased 28% to $617.8 million from a year ago, slightly ahead of expectations, but earnings per share (EPS) of $0.08 fell short of estimates of $0.19. Net income declined to $20.6 million from $26 million a year earlier, while adjusted EBITDA rose to $66.3 million.“Netflix and Spotify reshaped how people could access not only a broader range of content, but also the best the industry has to offer. Healthcare must evolve toward that same consumer-oriented distribution model,” Dudum said.&nbsp;<h2 class="st-heading-2">HIMS CEO Downplays GLP-1 Exposure After Legal Fallout</h2>On the earnings call, CEO Andrew Dudum sought to steady investor nerves after the <a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-short-interest-at-record-levels-ahead-of-q4-earnings/cZRt0BCR4Uo">legal fallout</a> of its $49 compounded, needle-free copy of Novo Nordisk’s Wegovy pill. He argued that the GLP-1 controversy does not alter the company’s broader strategy. “The amount of patients that are actually on the compounded GLP-1s is actually, you know, quite a small minority of the aggregate subscriber base, “ Dudum said.&nbsp;Dudum pointed to the company’s expansion into labs, hormone therapies, menopause and low-testosterone support, dermatology, and sexual health as proof that Hims &amp; Hers has become a multi-category platform rather than a single-product story. He noted that more than 70% of lab customers are eligible for additional treatment plans, which supports the company’s push toward more proactive, preventive care.He also highlighted continued investment in innovation and R&amp;D, including future categories such as peptide therapies, alongside growing international operations. “I think we will continue to adjust the model as necessary to ensure that we have the breadth of assortment that patients need and want,” Dudum said on the call.<h2 class="st-heading-2">HIMS: Looking Ahead</h2>Hims &amp; Hers said its 2026 outlook excludes any contribution from the proposed acquisition of Eucalyptus, expected to close in mid-2026, and assumes continued access to compounded semaglutide.CFO Yemi Okupe said the company will continue to “stage-gate” investments across new specialties, technology, AI, and international markets, using cash flow from more established domestic businesses to fund growth. The company reiterated its longer-term targets of at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA by 2030.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for HIMS was ‘extremely bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/hims_ss_png_286d37959a.webp" alt="hims ss.png" width="973" height="144"><figcaption>HIMS sentiment and message volume as of February 23 | Source: Stocktwits</figcaption></figure>One user said, “somewhere in the back of Andrew’s head he knows that if he settles and makes a distribution deal with NOVO this goes past $30 immediately - regardless of what the deal says. The question is simply is that what HIMS wants.”<stembedurl>https://stocktwits.com/DadSuggests/message/645678153</stembedurl>Another user said, “The bad guidance is due to the loss of semiglutide. &nbsp; The stock will take a dump for the rest of the week.&nbsp; But when Andrew announces his next IP theft, the market will zoom up.”<stembedurl>https://stocktwits.com/Bad_Moon_Rising/message/645677911</stembedurl>HIMS stock has declined 52% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Hims & Hers Health in front of a screen showing the company's stock market chart. (Photo illustration by Cheng Xin/Getty Images)

HIMS Stock Slumps Nearly 10% After-Hours: How CEO Dudum Plans To Offset GLP-1 Risk

The company reiterated its longer-term targets of at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA by 2030.

Hims & Hers Health, Novo Nordisk, PayPal, Uber And BWX Technologies: Why These 5 Stocks Are On Investors' Radars Today

HIMS, NVO, PYPL, UBER, BWXT were among the stocks seen trending among investors on Monday, Feb. 23, 2026.read more...

Hims & Hers Health, Inc. (HIMS) Surpasses Q4 Earnings Estimates

Hims & Hers Health (HIMS) delivered earnings and revenue surprises of +227.10% and -0.22%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Hims & Hers Health (NYSE:HIMS) Announces Earnings Results, Beats Expectations By $0.04 EPS

Hims & Hers Health (NYSE:HIMS - Get Free Report) posted its earnings results on Monday. The company reported $0.08 EPS for the quarter, topping analysts' consensus estimates of $0.04 by $0.04. The...

Hims & Hers Health, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results

Hims & Hers Health, Inc. (Hims & Hers or the Company, NYSE: HIMS), the leading health and wellness platform, today announced financial results for the fourth quarter and full year ended December 31...

Market Awaits Factory Orders Data

NVIDIA Highlights This Week of Market Reportage

We cap off "Mag 7" earnings with Wednesday afternoon's NVIDIA (NVDA) Q4 report, and see new PPI data at the end of the week.

X Square Capital LLC Has $24.25 Million Stake in Hims & Hers Health, Inc. $HIMS

X Square Capital LLC grew its position in Hims & Hers Health, Inc. (NYSE:HIMS - Free Report) by 81.7% during the third quarter, according to the company in its most recent disclosure with the...

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

• Reported GAAP EPS of $0.09 down -25.00% YoY
• Reported revenue of $617.82M up 28.41% YoY
• Hims &amp; Hers Health Inc. expects full year 2026 revenue to be in the range of $2.7B to $2.9B, with Adjusted EBITDA projected between $300M and $375M.

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Hims & Hers Health Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.09 down -25.00% YoY
• Reported revenue of $617.82M up 28.41% YoY
• Hims & Hers Health Inc. expects full year 2026 revenue to be in the range of $2.7B to $2.9B, with Adjusted EBITDA projected between $300M and $375M.

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Stocktwits Earnings

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

• Reported GAAP EPS of $0.09 down -25.00% YoY
• Reported revenue of $617.82M up 28.41% YoY
• Hims &amp; Hers expects full year 2026 revenue between $2.7B and $2.9B, with Adjusted EBITDA projected in the range of $300M to $375M.

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.09 down -25.00% YoY
• Reported revenue of $617.82M up 28.41% YoY
• Hims & Hers expects full year 2026 revenue between $2.7B and $2.9B, with Adjusted EBITDA projected in the range of $300M to $375M.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Traders are deeply concerned about ongoing GLP-1 lawsuits, FDA warnings, and SEC investigations, creating significant market uncertainty.

Many believe the stock is technically oversold with an extremely low RSI, signaling a potential for a sharp short squeeze and rebound from current lows.

Traders are actively debating specific entry points, with many targeting prices below $12 or even single digits, while optimists expect a swift return to $16+.

Despite reported strong revenue growth, increased subscribers, and a share repurchase program, investors are questioning why the market is punishing the stock.

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