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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 is trending following its Q4 2025 earnings report, which revealed a revenue miss largely attributed to a decline in crypto trading, while still beating EPS expectations and showcasing growth in other areas. The community is sharply divided, with some investors seeing the dip as a prime buying opportunity due to diversification into new products like prediction markets and a strong long-term vision, while others warn of overvaluation and continued vulnerability to crypto market performance.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending after successfully unfolding its BlueBird 6 satellite, the largest commercial communications array ever deployed in low Earth orbit, and securing recent FCC approval for U.S. testing with major carriers, sparking community discussions about potential short squeezes and accelerated commercial rollout.

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 trending following a significant Q4 earnings miss and a cautious FY26 outlook, triggering a sharp decline that saw the stock plummet from a 52-week high to near a 52-week low in a single trading session. The community is actively debating whether the sell-off is an overreaction, presenting a buying opportunity, or if it reflects deeper concerns for the toy sector.

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 experiencing significant volatility following mixed earnings, which showed strong rider growth and a substantial share buyback despite some revenue concerns. The community is sharply divided, with bulls highlighting the company's valuation, CEO confidence, and future in autonomous vehicles and European expansion, while bears focus on competitive pressures, the one-time EPS beat, and the long-term threat of robotaxis.

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 following a significant Q4 net loss largely due to EV restructuring, yet optimistic 2026 adjusted EBIT guidance and a recent analyst upgrade are driving positive sentiment. The community is actively discussing the company's long-term strategy amidst mixed signals from EV challenges, strong hybrid sales, and new U.S. vehicle loan tax incentives.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing intense trading volatility ahead of its earnings report, fueling a community debate over whether its recent sharp dip represents a prime buying opportunity or signals further downside. Investors are closely watching for updates on AI integration and e-commerce growth, amidst broader market speculation about AI's impact on the software sector.

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 trending as its merger target, Infleqtion, generates buzz with a NASA space mission collaboration and a U.S. DOE quantum energy grid contract. The community is actively discussing its undervalued status compared to quantum peers and high expectations for its upcoming NYSE debut as INFQ.

QuickLogic Corp. operates as a semiconductor company, which designs, markets, and supports primarily Customer Specific Standard Products and secondarily, Field Programmable Gate Arrays, sensor software algorithms, software drivers, associated design software and programming hardware. It develops and markets low power customizable semiconductor and software algorithm solutions that enable customers to differentiate their products by adding new features, extending battery life, becoming more contextually aware and improving the visual experience with their mobile, consumer and enterprise products. The company was founded by John M. Birkner, Andrew K. Chan, and Hua-Thye Chua in 1988 and is headquartered in San Jose, CA.

Quicklogic Corp

Quicklogic Corp is trending due to renewed optimism surrounding its critical role in national security and domestic chip production, driven by the recently funded FY2026 defense budget accelerating awards for its unique radiation-hardened FPGA technology. The community is buzzing about its position as the sole trusted onshore eFPGA provider for Intel's advanced 18A node and its growing chiplet initiatives, anticipating significant future revenue.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune Inc. is trending significantly higher following positive top-line data from its Phase 2a trial for EVO301 in moderate-to-severe atopic dermatitis, which met its primary endpoint with statistically significant outcomes. The community is actively debating its strong momentum, with many anticipating further upside and analysts raising price targets, while some traders consider profit-taking amid the rally.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending due to an immediate regulatory setback, as the FDA refused to review its influenza vaccine application over trial design concerns, which has ignited strong community debate and criticism towards the agency. This contrasts with recent optimism from promising five-year data for its personalized cancer vaccine, fueling a divided outlook on the mRNA platform's future beyond infectious diseases amid ongoing patent litigation.

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Cloudflare (NET) Q4 2025 Earnings Call Transcript

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo...

Cloudflare (NET) Q4 Earnings and Revenues Top Estimates

Cloudflare (NET) delivered earnings and revenue surprises of +2.04% and +4.12%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NYSE:NET) Announces Earnings Results

Cloudflare (NYSE:NET - Get Free Report) posted its quarterly earnings data on Tuesday. The company reported $0.28 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of...

<ul class="summary-bullets"><li>Matthew Prince, co-founder and CEO of Cloudflare, said that the shift towards artificial intelligence and agents drove demand across the company’s services.</li><li>The CEO also highlighted that AI-generated traffic on Cloudflare’s network more than doubled in January alone, reinforcing demand across application services.</li><li>The company provided first-quarter (Q1) revenue guidance of $620 million to $621 million, while street expectations on average were at $613.88 million, according to Fiscal.ai.</li></ul>Shares of Cloudflare Inc. (NET) &nbsp;surged nearly 14% in Tuesday’s post-market hours 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, beating analyst expectations of $591.67 million, according to data from Fiscal.ai. The company’s diluted earnings per share for the quarter grew about 47% from the previous year to $0.28, marginally beating street expectations of $0.27.&nbsp;&nbsp;&nbsp;&nbsp;Matthew Prince, co-founder and CEO of Cloudflare, said that the shift towards artificial intelligence and agents drove demand across the company’s services.<h2 class="st-heading-2">Cloudflare’s Agentic Advantage</h2>“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.In a call with investors, Prince said that Cloudflare positions AI and autonomous agents as a structural tailwind. The CEO added that agents are fundamentally reshaping how the internet is used by generating orders of magnitude and higher traffic than humans.Prince also said that AI agents increasingly act as primary users of the web, adding that agents “are the ultimate infrastructure multiplier.”The CEO also highlighted that AI-generated traffic on Cloudflare’s network more than doubled in January alone, reinforcing demand across application services.<h2 class="st-heading-2">Hyperscaler Comparison</h2>Contrasting Cloudflare’s model with hyperscalers, Prince said that while hyperscalers monetize rented compute, Cloudflare monetizes work done, allowing significantly higher efficiency per GPU and avoiding the capital intensity of large AI infrastructure builds, which essentially becomes a competitive advantage for the company as AI workloads scale.“With more than 20% of the web already sitting behind Cloudflare network, we are effectively the global control plane for the agentic,” Prince said, adding later that if “AI agents are the new users of the internet, Cloudflare is the platform they run on, and the network they pass through.”<h2 class="st-heading-2">Forward Guidance</h2>The company provided first-quarter (Q1) revenue guidance of $620 million to $621 million, while street expectations on average were at $613.88 million, according to Fiscal.ai.The company expects to post EPS of $0.23, versus a street expectation of $0.25.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NET">NET shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours.Meanwhile, message volumes rose from ‘high’ to ‘extremely high’ territory.One bullish user said that only projected revenue growth for the company matters, and the company is forecasting it to accelerate this year. The user forecast NET shares to surge over $300.<stembedurl>https://stocktwits.com/BullseyeGains/message/644614633</stembedurl>&nbsp;Shares of NET have risen more than 4% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/beta-stock-rallies-after-hours-the-amazon-connection/cZbUkz0R4pY">Amazon Announces 5.3% Stake In Beta Technologies, Sending Stock Soaring After-Hours</a>

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

NET Shares Surged Nearly 14% After-Hours — What’s The ‘Agentic’ Advantage For The Company?

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. 

Equity

Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)

AppLovin, Cloudflare and MongoDB represent software stocks that won't be easily replaced by AI 

Key Events This Week: Payrolls, CPI And Retail Sales

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...

A Glimpse of Cloudflare's Earnings Potential

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.

$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

Cloudflare Inc

 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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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

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What do you expect from $SHOP earnings on Wednesday?

Stocktwits Polls

The CEO's vision of an "Agentic Internet" powered by AI agents highlights Cloudflare's essential role as a foundational platform and network.

Strong Q4 revenue of $614.5M, a 34% jump year-over-year, significantly surpassed expectations, igniting widespread investor excitement.

Traders are projecting massive upside, with many targeting a rapid push past $200 and an eventual move towards $300.

Many users viewed the recent downturn in software stocks as a unique buying opportunity before the massive post-earnings surge.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.27	$0.28	3.21%	BEAT
Q3 '25	$0.23	$0.27	17.36%	BEAT
Q2 '25	$0.18	$0.21	14.53%	BEAT
Q1 '25	$0.16	$0.16	-2.23%	MISSED
Q4 '24	$0.18	$0.19	5.64%	BEAT

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