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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood (HOOD) is trending following a mixed earnings report that saw an EPS beat offset by a revenue miss, largely due to a decline in cryptocurrency trading. Community sentiment is polarized between concerns over valuation and crypto's impact, and optimism surrounding record annual performance, strong subscriber growth, new prediction markets, and a significant share buyback program.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending following mixed quarterly earningsan EPS beat, largely attributed to a one-time tax benefit, contrasted with a revenue miss and soft guidancewhich led to a significant sell-off despite a new $1 billion share buyback. Community discussion is sharply polarized between those buying the dip on growth and future autonomous vehicle potential, and others emphasizing persistent competitive pressures and the increasing perceived threat of robotaxis.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending following its robust Q4 earnings report, which exceeded revenue and EPS expectations and included optimistic long-term growth targets and a planned CEO transition. While many investors are bullish on the AI lending platform's performance and potential for a short squeeze, the stock's tempered price reaction in a challenging fintech sector has fueled widespread market confusion and debate.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as its recent Q4 earnings and Q1 guidance, while exceeding expectations, prompted a "sell the news" reaction, fueling community debate over its high valuation and characteristic volatility. Despite this, its integral role in AI infrastructure connectivity and a new warrant deal with Amazon tied to future purchases lead many to view the dip as a strategic buying opportunity.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending after its robust Q4 earnings and strong revenue guidance, which has spurred community discussion on its increasing importance as a core infrastructure provider for the "agentic internet" and AI workloads. Sentiment is highly positive, with many viewing the company as a top beneficiary in the AI era.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel is experiencing a dramatic sell-off after missing Q4 earnings expectations and providing a weaker 2026 profit outlook, with the stock recently hitting a 52-week high before plummeting. The community is sharply divided, with many debating if the steep decline is an overreaction and looking to buy the dip, while others anticipate further downside.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending after reporting weaker recent earnings and significant losses in its electric vehicle division, but strong future profit guidance and a strategic pivot to hybrids are driving positive investor sentiment and a perceived "margin-rebuild" narrative. This has sparked mixed community reactions and ongoing discussion around broader auto sector challenges with EV profitability.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending following its recent earnings report, which, despite showing strong revenue growth and significantly reduced cash burn, saw a "sell the news" reaction due to a larger-than-expected loss and a revised profitability timeline. The community is actively debating whether the sharp sell-off presents a buying opportunity, with bulls emphasizing improving fundamentals and bullish analyst coverage positioning Jumia as a key player in Africa's rapidly developing e-commerce market.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy is trending amid significant news regarding its role as the sole domestic producer of High-Assay Low-Enriched Uranium (HALEU), highlighted by a $900 million U.S. Department of Energy award and a National Nuclear Security Administration intent to sole-source enrichment. While many in the community are bullish on its long-term necessity for advanced nuclear reactors and AI power demand, concerns about potential shareholder dilution from a newly announced $1 billion at-the-market equity offering are fueling active discussion and recent volatility.

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 trending amidst an industry-wide reassessment of software valuations due to AI disruption fears, creating a battleground between investors strongly buying the current overselling, confident in Salesforce's resilient enterprise solutions and AI pivot, and those who remain bearish, anticipating further fundamental challenges from evolving AI capabilities.

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Shares of Cloudflare Inc. (NET) &nbsp;surged more than 9% in Tuesday’s post-market hours trading after the company reported fourth-quarter (Q4) 2025 earnings results that beat street expectations.Cloudflare posted Q4 revenue of $614.5 million, a 34% increase year-over-year, and beating analyst expectations of $591.67 million, according to data from Fiscal.ai.Matthew Prince, co-founder and CEO of Cloudflare said that the shift towards artificial intelligence and agents drove demand across the company’s services.“If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through. This creates a virtuous flywheel: more agents drive more code to Cloudflare Workers, which fuels demand for our performance, security, and networking services. We were built for this moment and the rise of the Agentic Internet," Prince said.The company also provided first-quarter revenue guidance of $620 million to $621 million, while street expectations on average were at $613.88 million, according to Fiscal.ai.Get updates to this developing story directly on Stocktwits.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

What Sent NET Shares Up Over 9% After-Hours Today? 

Cloudflare posted Q4 revenue of $614.5 million, a 34% increase year-over-year, and beating analyst expectations of $591.67 million, according to data from Fiscal.ai. 

What Sent NET Shares Up Over 9% After-Hours Today?

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Key Events This Week: Payrolls, CPI And Retail Sales The next five days will feature an unusual pairing of major US data releases: the January employment report on Wednesday and the January CPI...

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Cloudflare, Inc. $NET Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. cut its stake in Cloudflare, Inc. (NYSE:NET - Free Report) by 7.5% in the third quarter, according to the company in its most recent disclosure with the Securities and...

Allianz Asset Management GmbH Grows Holdings in Cloudflare, Inc. $NET

Allianz Asset Management GmbH raised its position in Cloudflare, Inc. (NYSE:NET - Free Report) by 322.4% in the third quarter, according to the company in its most recent filing with the Securities...

Cloudflare to Post Q4 Earnings: What's in Store for the Stock?

NET heads into Q4 earnings with revenues near $590 million and EPS of $0.27, fueled by zero-trust and global growth but pressured by deal delays.

IQ EQ FUND MANAGEMENT IRELAND Ltd Purchases 16,013 Shares of Cloudflare, Inc. $NET

IQ EQ FUND MANAGEMENT IRELAND Ltd raised its position in shares of Cloudflare, Inc. (NYSE:NET - Free Report) by 35.6% in the third quarter, according to the company in its most recent filing with the...

Bessemer Group Inc. Decreases Stock Holdings in Cloudflare, Inc. $NET

Bessemer Group Inc. lowered its position in Cloudflare, Inc. (NYSE:NET - Free Report) by 18.6% during the third quarter, according to the company in its most recent filing with the Securities...

Reddit Inc. (RDDT) Tops Q4 Earnings and Revenue Estimates

Reddit Inc. (RDDT) delivered earnings and revenue surprises of +29.30% and +8.71%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

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

• Reported GAAP EPS of -$0.03 up 25.00% YoY
• Reported revenue of $614.51M up 33.60% YoY
• Cloudflare expects full year 2026 total revenue of $2,785.0 to $2.8B, non-GAAP income from operations of $378.0 to $382M, and non-GAAP net income per share of $1.11 to $1.12.

Stocktwits

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of -$0.03 up 25.00% YoY
• Reported revenue of $614.51M up 33.60% YoY
• Cloudflare expects full year 2026 total revenue of $2,785.0 to $2.8B, non-GAAP income from operations of $378.0 to $382M, and non-GAAP net income per share of $1.11 to $1.12.

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Strong Q4 revenue beat and accelerating FY26 revenue guidance of over 30% year-over-year are driving significant market optimism.

Traders are actively seeking a similar post-earnings surge to Datadog's recent move, hoping for a significant upward price breakout.

Traders are actively speculating on options, with a pre-earnings implied move around 12% sparking call and put bets.

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