Reply To: Cautious Investor — Market Weekly

#98526
Truman
Participant

Earnings After-Hours

Doximity (DOCS) misses by $0.01, beats on revs; guides Q2 revs in-line; raises FY27 revs above consensus.
DOCS +83%

Cloudflare (NET) beats by $0.02, beats on revs; provides Q3 (Sep) and FY26 guidance
NET +18.0%

Airbnb (ABNB) beats by $0.11, reports revs in-line; guides Q3 revs above consensus, expects FY26 revenue growth to improve to at least mid-teens
ABNB +10.5%

Applied Optoelectronics (AAOI) beats by $0.04, beats on revs; provides Q3 (Sep) guidance
AAOI -1.9%

DraftKings (DKNG) beats by $0.07, misses on revs; reaffirms FY26 revs guidance
DKNG -3.6%

FIGS, Inc. (FIGS) beats by $0.08, beats on revs; guides FY26 revs in-line; increases buyback.
FIGS +25%
Innodata (INOD) beats by $0.20, beats on revs; reaffirms FY26 revs guidance; also CEO to become Executive Chairman, names new CEO…INOD +14%

Instacart (CART) reports Q2 (Jun) results, beats on revs and adjusted EBITDA
CART +9.6%

Karman Space and Defense (KRMN) beats by $0.01, beats on revs; provides FY26 guidance
KRMN +6%

Lyft (LYFT) misses by $0.01, beats on revs; Q2 gross bookings ahead of guidance; provides Q3 guidance.
LYFT +0.4%

Microchip (MCHP) beats by $0.06, beats on revs; guides SepQ EPS above consensus, revs above consensus
MCHP +8.5%

Monster Beverage (MNST) beats by $0.02, beats on revs
MNST +0.3%

Sezzle (SEZL) beats by $0.10, beats on revs; provides FY26 guidance; Board authorizes $100.0 mln buyback program
SEZL -27.2%

Texas Roadhouse (TXRH) beats by $0.02, beats on revs; provides FY26 guidance.
TXRH +0.9%

The Trade Desk (TTD) beats by $0.16, misses on revs; guides Q3 revs below consensus.
TTD -25.3%

Twilio (TWLO) beats by $0.15, beats on revs; provides Q3 (Sep) and FY26 guidance.
TWLO +16.2%