Articles by James Calloway
Opendoor's Inventory Surge Overshadows Cost Gains, Shares Drop
Opendoor stock dropped 8.7% as its $1.85B inventory surge outweighed improved cost per acquisition. Analysts warn on resale speed.
Grab's $750M Buyback Takes Center Stage Over Guidance Lift
Grab's new $750M buyback, 5.1% of market cap, overshadowed a modest guidance raise. Q2 revenue grew 22%, adjusted EBITDA 54%.
SolarEdge's 30% Plunge Highlights Fragile Profit Recovery
SolarEdge (SEDG) shares dropped 30% after its first adjusted operating profit in three years was solely due to tariff refunds; Q3 guidance points to continued challenges.
Fluence Energy shares plunge 17% as guidance cut overshadows record backlog
Fluence Energy (NASDAQ:FLNC) shares dropped 17% in premarket after the company lowered its fiscal 2026 revenue and EBITDA guidance, even as backlog hit a record $6.4 billion.
Snap Stock Slips as Q2 Growth Tied to Subscriptions
Snap shares dipped 1.1% premarket after Q2 results showed subscription revenue drove most growth, while ad sales rose only 9%. Cash flow improved, but ad growth lags peers.
IonQ Stock Climbs 8.9% on Strong Q2 Results and Raised Guidance
IonQ shares jumped 8.9% premarket after record Q2 revenue and a raised 2026 outlook, reducing the need for second-half acceleration.
Duolingo Stock Slides as Engagement Outpaces Monetization
Duolingo (DUOL) shares dropped 9.3% after Q2 revenue beat but Q3 guidance disappointed, as daily active users grew 23% while bookings rose only 8%.
Figma Stock Tumbles 15% as AI Costs Outpace Revenue Surge
Figma shares dropped 15% premarket despite a 48% revenue jump, as AI infrastructure and hosting costs soared 117%, squeezing margins and overshadowing raised guidance.
AppLovin Stock Plunges 15% on Revenue Miss, Weak Q3 Forecast
AppLovin (NASDAQ:APP) tumbled 15% in premarket trading after Q2 revenue slightly missed expectations and Q3 guidance came in below consensus, wiping out $21 billion in market cap.
Sandisk Shares Slide Despite Strong Q4 as Guidance Disappoints
Sandisk's Q4 results topped expectations, but shares dropped in extended trading as Q1 guidance fell short of some forecasts and pricing sustainability became a key concern.
Ondas Secures $50M Army Order, Shares Flat as Investors Eye Execution
Ondas (ONDS) secured a $50M Army order, nearly matching its 2025 revenue forecast, yet shares barely moved as investors await proof of revenue conversion.
