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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is actively trending following its Q4 earnings, which reported record annual revenue, positive GAAP earnings, and strong 2026 guidance, sparking community debate over its pathway to sustained profitability and the potential for a short squeeze amidst its expanding role in the agentic AI market.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as a major strategic shift towards AI and high-performance computing data centers, driven by new partnerships and acquisitions, is generating intense community discussion and speculation about a significant short squeeze, largely overshadowing recent disappointing financial results.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending after its Q4 earnings report revealed strong financial performance and record backlog, but also a further delay of the Neutron rocket's maiden flight until late 2026; this has polarized the community, with many expressing disappointment over the delay while others emphasize the company's diversified growth and see current prices as a buying opportunity.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies (RKT) is surging on a strong Q4 earnings beat and robust Q1 revenue guidance, generating significant buzz following its new strategic alliance with Compass aimed at expanding home listing inventory. The community is actively discussing RKT's AI-driven efficiency and the potential for a short squeeze as falling mortgage rates invigorate the housing market, driving strong bullish sentiment.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is trending as its positive earnings results are overshadowed by soft guidance and widespread AI disruption concerns impacting the software sector, prompting investor debate between frustration over management's outlook and views of the sharp pullback as a significant buying opportunity.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending following stronger-than-expected Q4 earnings and optimistic Q1 guidance, driven by accelerating demand for its optical components in AI-driven data centers, leading to widespread bullish sentiment and short squeeze speculation amidst ongoing valuation debates.

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Power Hour Surge: Quantum Breakouts, Biotech Visibility, and Crypto Strategy Running into the Close

As Wall Street heads into the final hour of trading, momentum is clustering around quantum computing, next-gen biomaterials, vaccine platforms, and digital asset strategy plays. Today’s stock market tape is being defined by revenue beats, national infrastructure deployments, major licensing deals, and one headline-grabbing magazine cover that has small-cap traders leaning forward into the bell. $KBLB, $AEHL, $NVAX, $RXT, $BFLY, $INOQ

Novavax to Participate in Upcoming Investor Conferences

Novavax to Participate in Upcoming Investor Conferences Novavax to Participate in Upcoming Investor Conferences PR Newswire GAITHERSBURG, Md., Feb. 26, 2026 GAITHERSBURG, Md., Feb. 26, 2026...

Top Biotech Stocks To Follow Now - February 26th

argenex, ImmunityBio, Danaher, Novavax, Moderna, Vertex Pharmaceuticals, and Vir Biotechnology are the seven Biotech stocks to watch today, according to MarketBeat's stock screener tool. Biotech...

Novavax (NVAX) Beats Q4 Earnings and Revenue Estimates

Novavax (NVAX) delivered earnings and revenue surprises of +116.60% and +87.65%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Novavax Sees Unusually High Options Volume (NASDAQ:NVAX)

Novavax, Inc. (NASDAQ:NVAX - Get Free Report) saw some unusual options trading on Thursday. Stock investors bought 27,036 call options on the company. This is an increase of 145% compared to the...

Novavax (NASDAQ:NVAX) Sets New 52-Week High on Earnings Beat

Novavax (NASDAQ:NVAX) Hits New 52-Week High After Earnings Beat...

<ul class="summary-bullets"><li>Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4.</li><li>The company recorded net income of $18 million during the quarter, compared to an $81 million loss during the year-ago period.</li><li>Selling, general, and administrative expenses fell 53% year-over-year.&nbsp;</li></ul>Novavax, Inc. (NVAX) reported a sharp increase in fourth-quarter (Q4) and 2025 revenue as the vaccine maker leaned on partnership income, cost cuts and product sales.The Maryland-based biotech generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11. Both the metrics surpassed the analysts’ consensus estimates of $90.26 million and a loss of $0.55, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Q4 Performance Highlights</h2>Annual revenue surged 65% YoY to $1.12 billion, driven in large part by $625 million in Nuvaxovid sales linked primarily to settlements of earlier advance purchase deals.Quarterly product sales totaled $39 million, while full-year product sales rose to $685 million. Revenue recognized under the Sanofi agreement, including milestone and royalty payments, amounted to $98 million in Q4 and $386 million for the year. The company said it earned $225 million in milestones from the Sanofi collaboration in 2025.<blockquote>"In 2025, we made significant progress on our corporate strategy, marked with the successful achievement of key milestones under our Sanofi agreement, progress towards potential new partnerships, in the form of multiple MTAs signed with other parties enabling experimentation with our Matrix-M adjuvant technology and the advancement of our own R&amp;D efforts.”-John C. Jacobs, President and CEO, Novavax</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVAX">Novavax stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume flipped to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;&nbsp;<h2 class="st-heading-2">Costs Fall As Profitability Improves</h2>Novavax reduced its cost of sales to $22 million in the fourth quarter from $37 million a year earlier. The decline followed the divestiture of its Czech manufacturing site and lower overhead and inventory-related charges.Selling, general, and administrative expenses fell more than half YoY as commercial responsibilities transitioned to Sanofi and infrastructure was streamlined. The company recorded net income of $18 million in Q4, compared to an $81 million loss during the year-ago period. Novavax ended 2025 with $751 million in cash and equivalents.&nbsp;NVAX stock has gained ovr 0% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-falls-premarket-es8-demand-powers-through-chip-shortage/cZTG3ncRIbK">Nio Stock Falls Premarket: Flagship ES8 Demand Powers Through Fresh Chip Shortage Disruption</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax Swings To Profit In Q4 Fueled By Nuvaxovid-Linked Revenue 

The company generated $147 million in revenue during Q4, a 67% year-on-year (YoY) increase. Earnings per share (EPS) for the quarter were $0.11.

Equity

Novavax Earnings Review: Q4 Summary

Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights

Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights PR...

<ul class="summary-bullets"><li>TD Cowen and BofA both raised price targets following the Pfizer partnership but the latter maintained a cautious stance.</li><li>The Matrix-M agreement brought a $30 million upfront payment and potential $500 million in milestones.</li><li>Activist pressure from Shah Capital continues to be an overhang, with the investor pushing for strategic alternatives.</li></ul>Novavax, Inc. (NVAX) shares rose nearly 2% overnight ahead of the company’s fourth-quarter (Q4) earnings due Thursday, as fresh Pfizer partnership tailwinds lifted sentiment, even as analysts warned the stock could face downside.<a href="https://stocktwits.com/symbol/NVAX">NVAX stock</a> climbed 0.7% in Monday’s regular session to $9.53 and added another 0.8% in after-hours trading.&nbsp;<h2 class="st-heading-2">Pfizer Deal Shapes Analyst Views</h2>TD Cowen raised its price target on Novavax to $8 from $7, implying a 16% downside from current levels, while maintaining a 'Hold' rating. The brokerage incorporated Sanofi’s reported Q4 Nuvaxovid sales of 9 million euros ($10.6 million) and the company’s Matrix-M licensing deal with Pfizer, which includes high mid-single-digit (MSD) royalty payments, into its outlook.Last month, Bank of America Securities (BofA) also raised its price target to $7 from $6 following the Pfizer partnership announcement, but reiterated an 'Underperform' rating. “While the firm thinks the agreement is a positive sign for interest in the technology and the upfront cash is a plus, it sees the cadence of development as an outstanding question,” BofA said.Novavax entered into a non-exclusive licensing agreement with Pfizer last month for its Matrix-M adjuvant to be used in vaccine products across up to two disease areas. Under the deal, Novavax received a $30 million upfront payment and is eligible for up to $500 million in development and sales milestones, along with tiered, high mid-single-digit royalty payments on Pfizer products that incorporate Matrix-M. Pfizer will lead development and commercialization, while Novavax will supply the adjuvant.<h2 class="st-heading-2">Wall Street Expects NVAX Q4 Losses To Narrow</h2>According to Koyfin data, analyst price targets for Novavax range from $6 to $25, with a 12-month average target of $13. This suggests a potential upside of about 36% from the stock’s last close. Analysts have also assigned a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrna-vs-nvax-which-vaccine-stock-is-wall-street-more-bullish-on-right-now/cmUzkZbR4QI">greater upside</a> to Novavax than to rival Moderna, based on consensus price targets.Consensus ratings lean toward 'Buy', with five analysts assigning a 'Buy' rating, one a 'Hold', one a 'Sell', and two a 'Strong Sell', based on coverage from nine analysts.Koyfin estimates project revenue at $89.86 million, up from $70.44 million in the previous quarter, representing nearly 28% growth. Meanwhile, losses are expected to narrow significantly. Earnings before interest, tax, depreciation, and amortization (EBITDA)&nbsp;are projected at a loss of $69.59 million compared with a loss of $171.43 million last quarter.&nbsp;Earnings before interest and taxes (EBIT)&nbsp;are forecast at a loss of $70.74 million versus a loss of $178.02 million earlier. GAAP loss per share (EPS) is expected at $0.49 compared with a loss of $1.25 in the last quarter.<h2 class="st-heading-2">Activist Push Raises Governance Pressure</h2>Sentiment toward Novavax has also turned more cautious after activist investor&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novavax-stock-faces-retail-backlash-as-shah-capital-warns-of-proxy-fight-and-presses-for-a-sale/cLPBFk7REdt">Shah Capital</a> intensified pressure on the company late last year. In November, the fund, Novavax’s second-largest shareholder, warned it could pursue a proxy fight within four months if the board failed to act, while pushing for a review of strategic alternatives, including a potential sale.&nbsp;Shah Capital raised its stake to about 8.3% but flagged disappointment with the commercial performance of the company’s Covid-19 vaccine, citing a sharp gap in seasonal uptake versus competitors. The fund said it remained supportive of the underlying science but questioned execution, urging the board to appoint an investment bank to evaluate options.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for NVAX was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/nvax_ss_png_1e291e7db2.webp" alt="nvax ss.png" width="971" height="142"><figcaption>NVAX sentiment and message volume as of February 26 | Source: Stocktwits</figcaption></figure>One bullish user expressed optimism, noting “The specific disease areas Pfizer has selected for Matrix-M remain undisclosed, though&nbsp; the first field has already been chosen with an option to designate a second.”<stembedurl>https://stocktwits.com/ejaXstoXX/message/645927184</stembedurl>Another user pointed to a rivalry between Merck and Bristol Myers Squibb, suggesting that Novavax’s Matrix-M could create a “competitive advantage” with differentiation.<stembedurl>https://stocktwits.com/Trissy/message/645942169</stembedurl>NVAX stock has jumped 42% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The transaction will provide Novavax with $190 million in cash by 2024 and an additional $10 million in 2025.

NVAX Stock Rises Overnight Ahead Of Q4 Print With Pfizer Tailwinds — Analyst Warns Of 20% Crash

Koyfin analysts expect revenue to grow nearly 28% from the last quarter and forecast losses to narrow significantly.

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

• Reported GAAP EPS of $0.11 up 121.57% YoY
• Reported revenue of $147.14M up 66.61% YoY
• Novavax expects cash, equivalents, and marketable securities, plus product sales and licensing revenue, to fund operations for at least 12 months. Up to $500M in Pfizer Matrix-M adjuvant milestones are anticipated.

Stocktwits

Novavax Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.11 up 121.57% YoY
• Reported revenue of $147.14M up 66.61% YoY
• Novavax expects cash, equivalents, and marketable securities, plus product sales and licensing revenue, to fund operations for at least 12 months. Up to $500M in Pfizer Matrix-M adjuvant milestones are anticipated.

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Stocktwits Earnings

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Intense discussions focus on a potential short squeeze, citing over 30% short interest and the strategic forced conversion of convertible notes above $11.14.

The company's surprising Q4 profit of $18 million and a significant 30% increase in revenue outlook for 2026 are fueling optimism for a sustained financial turnaround.

Traders are keenly watching for details on new Material Transfer Agreements, particularly an oncology partnership, hinting at diversification beyond current vaccine offerings.

Fuelled by recent news, community members are setting ambitious price targets, with many expecting the stock to climb towards $15-25 short-term and $100+ long-term.

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