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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

Upstarts Q3 results are drawing attention, with traders weighing stronger revenue and profitability against a weaker, cautious outlook that many say is driving the selloff. Bullish investors point to operating growth and improving lending activity, while skeptics focus on interest-rate and credit risks and question whether the results can support a sustained recovery.

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

Shopifys Q3 results triggered a sharp selloff despite an earnings beat, as traders focused on a slight revenue and GMV shortfall and signs of moderating growth. The community is split between viewing the drop as an overreaction given strong cash generation and calling the stocks valuation too demanding for slower commerce momentum.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins quarterly results are driving discussion: traders welcomed stronger operating profitability and margin expansion, alongside a new share-repurchase authorization, while others focused on the revenue shortfall and still-weak same-store sales. The community is split between seeing improving profitability as a positive and arguing that soft comparable sales and the stocks range-bound trading temper the earnings news.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder sparked a sharp selloff amid fears of a competitive threat to Compasss COMP360; traders also questioned the reports confirmation and argued that Usonas MDD focus and limited commercial infrastructure differ from Compasss treatment-resistant depression program. The debate is playing out alongside expectations that Compass will complete its own NDA submission soon, with some traders buying the dip and others concerned about competition and managements execution.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs earnings beat and raised outlook were followed by a selloff, with traders focused on its premium valuation and slower contract-value growth relative to revenue. The community is split between dip buyers pointing to strong commercial AI adoption and skeptics questioning whether bookings and future growth justify the valuation.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes Q3 results and raised full-year outlook are driving attention, with traders focused on accelerating B2 cloud-storage growth and its potential role in AI infrastructure. The strong results sparked a sharp rally, but the community is split between bullish views on growth and concerns about cash flow, weakening legacy backup, and a post-earnings pullback.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs quarterly results beat expectations and the company reaffirmed its full-year outlook, while a higher cost-savings target and planned buybacks fueled optimism about a turnaround under new leadership. Traders welcomed the rally but debated whether the improvement is enough to overcome lingering concerns about execution and a large impairment charge.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs record fiscal Q1 results, strong bookings, and raised FY2027 revenue outlook are driving attention, with traders highlighting accelerating AI-chip testing demand. Reactions are divided: some see the report as a strong growth signal, while others question the valuation and whether gains can hold amid a weak market.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals Q3 results and update on Rezdiffras commercial rollout are driving attention, with traders highlighting continued MASH-market growth and the companys move to profitability. The reaction is broadly upbeat about sales momentum, though some are concerned by the lack of guidance and question whether spending is under control.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers latest quarterly results beat expectations and lifted full-year guidance, with traders highlighting growth in newer launched and acquired products as evidence of progress beyond COVID-related revenue. The reaction is divided: bulls see a stronger turnaround, while skeptics point to flat overall revenue, continuing COVID declines and the patent cliff as reasons for caution.

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Onsemis quarterly earnings beat estimates, but the shares fell as traders weighed the results against concerns about acquisition spending and the outlook, alongside ongoing weakness in its automotive business. The community is split between optimism about rising AI data-center demand and the view that deal costs and auto exposure may overshadow the growth story.

Why Is ON Semiconductor Stock Gaining Tuesday?

ON Semiconductor beats Q3 estimates, buys Ferric for $600M to boost AI power delivery, and raises its long-term AI data center target.read more...

ON Semiconductor Q3 2026 Earnings Call Transcript

ON Semiconductor (NASDAQ:ON) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

ON Semiconductor Corp. (ON) Q3 Earnings and Revenues Top Estimates

ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.27% and +0.94%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

ON Semiconductor Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

ON Semiconductor is expected to report Q3 EPS of $0.88 and $1.7B revenue; analysts recently cut targets despite mostly positive ratings.read more...

Onsemi to Report Q3 Earnings: What's in Store for the Stock?

ON Q3 earnings are likely to benefit from AI data center growth, improving automotive demand, and rising energy investments, but cost pressures may weigh on results.


QuinStreet Gears Up to Report Q1 Earnings: Is a Beat in Store for QNST?

QNST is poised for strong Q1 fiscal 2027 earnings growth, fueled by auto insurance demand, Home Services expansion and AI-driven efficiency gains.

Microchip Technology (MCHP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Microchip Tech (MCHP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

ON Semiconductor Corp. (ON) Stock Dips While Market Gains: Key Facts

In the closing of the recent trading day, ON Semiconductor Corp. (ON) stood at $75.63, denoting a -3.86% move from the preceding trading day.

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

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

• Reported GAAP EPS of $0.90 up 42.86% YoY
• Reported revenue of $1.72B up 11.05% YoY
• ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

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ON Semiconductor Corp.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.90 up 42.86% YoY
• Reported revenue of $1.72B up 11.05% YoY
• ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

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Stocktwits Earnings

• Reported GAAP EPS of $0.90 up 42.86% YoY
• Reported revenue of $1.72B up 11.05% YoY
• ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

ON Semiconductor cited lower automotive sales volume, reported one distributor at approximately 15% of quarterly revenue, and disclosed Synaptics closing risk and plans for additional indebtedness.

ON Semiconductor reported higher revenue and gross margin alongside increased industrial and AI data center demand, and announced an agreement to acquire Ferric for technology designed to improve compute performance, energy efficiency and system footprint.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings

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Bullish Sentiment

<ul class="summary-bullets"><li>Susquehanna expects “modest upside” to third-quarter semiconductor earnings and fourth-quarter guidance, citing AI demand and a continuing broader industry upcycle.</li><li>The firm raised its AMD price target to $620 from $550 and Qualcomm to $185 from $160, maintaining its ratings.</li><li>Susquehanna cut targets on Coherent and Onsemi, but maintained ‘Positive’ ratings on both.</li></ul><p>Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterly earnings.</p><p>Susquehanna expects “modest upside” to third-quarter earnings and fourth-quarter guidance, driven largely by artificial intelligence (AI) demand, while the broader semiconductor upcycle continues, according to The Fly.</p><p>At the time of this writing, QCOM and AMD stocks were trading nearly 1% higher, while COHR was up more than 1%. Meanwhile, <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> were in the red.</p><h2 class="st-heading-2">AMD, QCOM And SKWS See Higher Targets</h2><p>Susquehanna raised AMD's price target to $620 from $550, maintaining a ‘Positive’ rating. It also raised QCOM’s target to $185 from $160 and Skyworks Solutions' (SWKS) target to $90 from $65, maintaining ‘Neutral’ ratings on both.</p><p>The revisions come as AMD expects third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% year-over-year growth at the midpoint. AMD's second-quarter revenue rose 50% to $11.5 billion, including a 107% jump in data-center revenue to $6.7 billion, driven by demand for EPYC processors and Instinct graphics processing units.</p><p>Qualcomm, meanwhile, reported fiscal third-quarter revenue of $9.9 billion in July and expects non-handset revenue growth, including data centers, to exceed 60% in fiscal 2027, compared with 24% in fiscal 2026.</p><h2 class="st-heading-2">COHR, INTC And ON Face Target Cuts</h2><p>Susquehanna cut its price targets by 20% for <a href="https://stocktwits.com/symbol/ON">ON stock</a>, about 18% for <a href="https://stocktwits.com/symbol/COHR">COHR stock</a>, 17% for WOLF and 9% for INTC. The firm maintained ‘Positive’ ratings on Onsemi and Coherent and ‘Neutral’ ratings on Wolfspeed and Intel, according to The Fly.</p><p>Coherent, which supplies optical technologies used in AI infrastructure, reported fiscal fourth-quarter (Q4) revenue of $2.05 billion and forecast fiscal first-quarter (Q1) 2027 revenue of $2.2 billion to $2.4 billion.</p><p>Intel, meanwhile, forecast third-quarter revenue between $15.8 billion and $16.8 billion after reporting 25% year-over-year growth in second-quarter sales.</p><p>The target reductions came despite Susquehanna's broader expectations for modest upside in semiconductor earnings. The firm did not change its ratings on any of the seven companies.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Previous Target</strong></td><td><strong>New Target</strong></td><td><strong>Rating</strong></td></tr><tr><td>AMD (AMD)</td><td>$550</td><td>$620</td><td>Positive</td></tr><tr><td>Qualcomm (QCOM)</td><td>$160</td><td>$185</td><td>Neutral</td></tr><tr><td>Skyworks (SWKS)</td><td>$65</td><td>$90</td><td>Neutral</td></tr><tr><td>Coherent (COHR)</td><td>$425</td><td>$350</td><td>Positive</td></tr><tr><td>Onsemi (ON)</td><td>$150</td><td>$120</td><td>Positive</td></tr><tr><td>Intel (INTC)</td><td>$115</td><td>$105</td><td>Neutral</td></tr><tr><td>Wolfspeed (WOLF)</td><td>$30</td><td>$25</td><td>Neutral</td></tr></tbody></table><figcaption>Susquehanna’s Revised Price Targets And Ratings For Semiconductor Stocks (Oct. 21, 2026)</figcaption></figure></div><h2 class="st-heading-2">What Comes Next For Chip Stocks?</h2><p>Intel is scheduled to report third-quarter results on October 29, followed by AMD on November 3. The reports are expected to offer investors a clearer picture of whether AI-driven demand is translating into stronger revenue and earnings guidance across the semiconductor industry.</p><h2 class="st-heading-2">Retail Investors’ Sentiment Around Semiconductor Stocks?</h2><p>On Stocktwits, retail sentiment toward AMD and INTC was ‘neutral,’ while COHR, SWKS, ON and WOLF were in ‘bearish’ territory. Sentiment around <a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> stood out as ‘extremely bearish’.</p><p>So far in 2026, <a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained over 143%, closely followed by Intel at 132%. ON stock has risen over 34%, <a href="https://stocktwits.com/symbol/WOLF">WOLF shares</a> about 23%, <a href="https://stocktwits.com/symbol/SWKS">SWKS stock</a> up nearly 27%, and COHR up around 21%. Qualcomm has lagged the group, gaining just over 2% so far this year.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/yardeni-s-meter-sees-ai-bubble-but-no-burst-yet-only-9-of-similar-cases-saw-a-bear-market-within-2-years/cZxM2dIRBvg"><strong>Yardeni’s Meter Sees AI Bubble, But No Burst Yet — Only 9% Of Similar Cases Saw A Bear Market Within 2 Years</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterl

Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.

Advanced Micro Devices Inc

Coherent Corp

Intel Corp

Qualcomm, Inc.

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Which of these trending stocks are you most tempted to buy - $ON, $TMDX, $SLS, or $BE?

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The company surpassed Q3 analyst expectations with $0.90 EPS and $1.72B in revenue, though the market responded with initial post-earnings volatility.

Strong data-center growth signals a pivotal strategic transition, as industrial and AI-related chip demand takes center stage over automotive segments.

Investors are weighing the impact of aggressive cash-heavy acquisitions like Ferric against concerns regarding debt and capital flexibility.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.98	--	--	N/A
Q3 '26	$0.88	$0.90	2.50%	BEAT
Q2 '26	$0.71	$0.74	3.54%	BEAT
Q1 '26	$0.61	$0.64	4.41%	BEAT
Q4 '25	$0.62	$0.64	2.62%	BEAT

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ON Earnings

Latest Earnings Results: Q3 '26

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