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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

Hims & Hers Health Inc

Hims & Hers faces significant pressure after Novo Nordisk filed a lawsuit for alleged illegal marketing of copycat GLP-1 drugs, prompting Hims to halt sales of its compounded semaglutide pill. The investment community is sharply divided, with some calling it "karma" for IP infringement, while others view it as an "oversold" market overreaction, anticipating a potential short squeeze.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

ELF Beauty is trending after strong earnings and raised guidance were overshadowed by a market reaction many attribute to a recent Super Bowl commercial. The community is actively discussing this perceived overreaction, with many viewing the subsequent dip as a compelling buying opportunity.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending due to reports of an SEC review into its accounting practices and the abrupt departures of its CFO and General Counsel, triggering a steep sell-off driven by concerns over financial integrity; however, a vocal part of the community views the severe decline as an oversold opportunity for a rebound.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is currently trending due to a significant earnings beat and exceptionally strong guidance, fueled by robust demand for its optical components essential for AI data center infrastructure. The community is polarized, with bulls highlighting the company's critical role in the AI build-out and massive analyst upgrades, while bears warn of extreme overvaluation and an inevitable market correction.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the community highlights significant commitments from Tether for advertising and cloud spending, alongside its strategic acquisition of Northern Data, positioning it as a key AI cloud infrastructure player. Discussion is also centering on record-high short interest and the potential for a short squeeze, further amplified by the return of prominent content creators.

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

TeraWulf Inc

TeraWulf is trending after Morgan Stanley initiated coverage with an Overweight rating, highlighting its strategic pivot to AI data centers, strong power infrastructure, and deals with major hyperscalers like Google. The community is actively discussing the company's significant growth potential, the increasing disconnect from Bitcoin price action, and the possibility of short squeezes.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as its massive $200 billion capital expenditure plan for 2026, primarily for AI infrastructure and AWS, is being re-evaluated by the community from an initial concern to a strategic long-term growth investment. This shift in perspective, backed by strong AWS performance and broader industry comments on sustainable AI demand, is driving significant discussion and buying interest.

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KD INVESTIGATION ALERT: Kyndryl Holdings, Inc. is being Investigated for Securities Fraud by BFA Law after Accounting Review and CFO Exit Lead to 53% Stock Drop

Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Kyndryl Holdings, Inc. (NYSE:KD) for potential violations of the federal securities laws. If you invested in...

<ul class="summary-bullets"><li>Kyndryl Holdings stated that its audit committee is reviewing cash management, disclosures, and internal financial controls, following voluntary document requests from the SEC.</li><li>The firm expects to report material weaknesses in internal financial controls for the upcoming quarter, fiscal 2025, and the first two quarters of fiscal 2026.</li><li>It expects fiscal 2026 adjusted pretax income between $575 million and $600 million, below an earlier guidance of at least $725 million.</li></ul>Kyndryl Holdings Inc (KD) stock plummeted 55% on Monday to its lowest level in over three years, after the company reported a series of updates, including the departure of its CFO and delays in certain regulatory filings, alongside a lowered financial guidance for fiscal 2026.Trading in the stock was halted twice after the opening bell.<h2 class="st-heading-2">CFO Departs Amid Audit Committee Review</h2>Kyndryl said David Wyshner has stepped down as CFO and Edward Sebold has left his role as general counsel, both effective immediately. Wyshner has been replaced by Harsh Chugh, who has been named as interim CFO. Mark Ringes has been named Interim General Counsel.In a separate release, the company said that its Audit Committee is reviewing cash management, disclosures, and internal financial controls, following voluntary document requests from the Division of Enforcement of the Securities and Exchange Commission (SEC). As a result, Kyndryl said it needs more time to complete its evaluation, which will delay the filing of its Form 10-Q.Kyndryl said it expects to report material weaknesses in its internal control over financial reporting in the upcoming quarterly report, as well as for fiscal year 2025 and the first two quarters of fiscal 2026.<h2 class="st-heading-2">Kyndryl&nbsp;Cuts FY2026 Earnings Guidance</h2>Kyndryl expects fiscal 2026 adjusted pretax income between $575 million and $600 million, significantly below its previous guidance of at least $725 million. The company also cut its earnings before interest, tax, depreciation, and amortization (EBITDA) margin to 17.5% from 18%. The company now expects a 2% to 3% decline in constant-currency revenue, compared to 1% growth it had forecast earlier.While third-quarter (Q3) revenue came in at $3.86 billion, marginally below Wall Street’s $3.89 billion estimate, according to Fiscal.ai data, its earnings of $0.25 per share were less than half the Street's $0.67 per share estimate.Oppenheimer downgraded Kyndryl to “Perform” from “Outperform” and removed its prior price target, according to The Fly. Analyst Ian Zaffino added that Wyshner’s departure creates uncertainty.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intraday slump, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘neutral’ a day earlier, amid ‘extremely high’ message volumes. <a href="https://stocktwits.com/symbol/KD">KD</a> was among the top trending tickers at the time of writing.<img src="https://news.stocktwits-cdn.com/KD_jpg_d5653784f9.webp" alt="KD.jpg">One user noted the company’s positive cash flow and called the selloff a “huge overreaction.”<stembedurl>https://stocktwits.com/tothattila/message/644440704</stembedurl>The stock has shed more than 60% of its value so far in 2026.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-vzla-stock-slump-today/cZbv2wsR4oQ">Vizsla Silver Issues Update On Abducted Employees In Mexico – VZLA Stock Down 14%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Information technology infrastructure provider Kyndryl (USA) booth at Tokyo Rainbow Parade 2023. (Photo by Stanislav Kogiku/SOPA Images/LightRocket via Getty Images)

KD Stock Sinks 55% To Over 3-Year Lows – What Triggered This Selloff?

The company announced the departure of its CFO, delays in certain regulatory filings, and a lowered fiscal 2026 outlook.

Equity

Kyndryl Q3 Earnings Call Highlights

Kyndryl (NYSE:KD) reported third-quarter fiscal 2026 results that management said reflected margin expansion, higher earnings, and positive free cash flow, even as longer sales cycles and changes in...

Kyndryl (NYSE:KD) Given Market Perform Rating at Oppenheimer

Oppenheimer reiterated a "market perform" rating on shares of Kyndryl in a research note on Monday...

Kyndryl (NYSE:KD) Shares Gap Down After Earnings Miss

Kyndryl (NYSE:KD) Shares Gap Down on Disappointing Earnings...

Kyndryl (NYSE:KD) Stock Rating Lowered by JPMorgan Chase & Co.

JPMorgan Chase & Co. lowered shares of Kyndryl from an "overweight" rating to an "underweight" rating and set a $16.00 price objective for the company. in a research note on Monday...

Kyndryl Holdings Stock Tanks 50% Over Decline In Q3 Earnings

(RTTNews) - Shares of Kyndryl Holdings, Inc. (KD) are tumbling about 52 percent on Monday morning trading following announcement of its third-quarter financial results, which saw a sharp decline in...

Kyndryl Holdings, Inc. (KD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Kyndryl Holdings, Inc. (KD) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Futures Flat, Erase Overnight Losses As Nervous Traders Brace For Key Week

Futures Flat, Erase Overnight Losses As Nervous Traders Brace For Key Week S&P futures are unchanged, erasing all overnight losses, extending last week's choppy price action focused on AI...

Kyndryl Holdings, Inc. (KD) Lags Q3 Earnings and Revenue Estimates

Kyndryl Holdings, Inc. (KD) delivered earnings and revenue surprises of -12.85% and -1.38%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

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

• Reported GAAP EPS of $0.25 down -73.12% YoY
• Reported revenue of $3.86B up 3.07% YoY
• Kyndryl expects fiscal 2026 adjusted pretax income of $575M, adjusted EBITDA margin of approximately 17.5%, and free cash flow of $325M, while constant-currency revenue is projected to decline 2% to 3%.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.25 down -73.12% YoY
• Reported revenue of $3.86B up 3.07% YoY
• Kyndryl expects fiscal 2026 adjusted pretax income of $575M, adjusted EBITDA margin of approximately 17.5%, and free cash flow of $325M, while constant-currency revenue is projected to decline 2% to 3%.

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The company faces an SEC inquiry into cash management, non-GAAP disclosures, and internal controls, compounded by the recent departure of its CFO and General Counsel.

Shares plummeted over 55% after disappointing guidance and leadership changes reignited governance concerns, pushing the stock to multi-year lows.

Despite the massive sell-off, many traders are "buying the fear" on expectations of an oversold bounce or a long-term value play.

JPMorgan downgraded the stock from Overweight to Underweight and significantly cut the price target from $40 to $16, citing derailed turnaround plans.

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