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Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending as investors discuss its Q3 earnings, highlighting revenue beats and raised guidance, with particular interest in the performance of Vector AI. The community is weighing the company's valuation and potential catalysts, including the government's antitrust actions against big tech and CEOs embracing social media. Discussions also involve the gaming sector's anti-cyclical nature and the potential integration of Unity's payment SDK into Unreal Engine.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MLTX is trending as investors anticipate potential catalysts from upcoming conferences and earnings, while also weighing in on recent trial data. Community members are discussing the possibility of a buyout and the company's future FDA interactions. Bullish sentiment remains, with some viewing the current price as a buying opportunity, despite recent volatility.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as community members discuss the company's aggressive bidding war with Pfizer to acquire Metsera, a biotech firm focused on obesity drugs. Some believe Novo's move is a strategic effort to bolster its pipeline and stay competitive in the lucrative weight loss market, while others express concern that the company is overspending and diverting focus from its core business. Traders are also awaiting upcoming earnings data and FDA updates, contributing to the heightened interest in NVO.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as the community discusses recent performance and future prospects, with attention on leadership and guidance. Community members are weighing positive long-term AI narratives against short-term concerns. Discussions include analyst ratings and potential price movements.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid a continued slide in stock price, sparking shorting opportunities and bagholder frustration within the community.  Political discussions surrounding Trump's influence, election outcomes, and government shutdowns are heavily influencing sentiment.  The stock's performance is further fueling broader debates about MAGA-related investments and their future prospects.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors discuss its growth potential following earnings and a recent acquisition, although some express concern about market conditions impacting momentum. Community members are highlighting its positioning in the small-cap space, potential partnerships, and long-term prospects, with several anticipating analyst upgrades soon. The stock's short interest is also fueling speculation about a potential short squeeze.

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

Upstart is trending due to recent earnings and concerns about its loan portfolio, sparking debate among investors. While some believe Upstart's AI-driven lending model positions it for long-term growth, others fear a potential credit crunch and the impact of macro factors. The community is actively discussing management's strategy and the company's ability to navigate the current economic climate.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz ($HTZ) is trending due to positive earnings reports and a potentially massive short squeeze, with community members pointing to high short interest and significant institutional ownership. Discussions revolve around Hertz's turnaround, potential for further gains, and comparisons to other squeeze candidates like $CVNA. Comments suggest retail investors are looking for $HTZ to continue its upward momentum.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending after Q3 2025 earnings revealed a slight EPS miss despite solid sales growth, with value meals and promotions driving comparable sales. Community discussion revolves around the earnings miss and its impact on the stock, while some see the revenue growth in a challenging environment as a positive sign. There's also debate about consumer spending habits and preferences, with some mentioning newer generations' preferences and the potential impact of value menus.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SEDG is trending amid news about potential extension of solar tax credits, spurring optimism despite past earnings concerns. The community is actively debating the sustainability of the rally, with some warning of an overbought condition and potential cash raise. Discussions also involve contrasting opinions on the stock's future, with focus on key resistance levels.

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<ul class="summary-bullets"><li>Arista Networks’ shares were down 12% in premarket trade despite posting growth in Q3 revenue and net income.&nbsp;</li><li>The company’s revenue estimate for Q4 is higher than last year, but its gross margin forecast shows a drop.</li><li>Retail investors recommend buying the dip.</li></ul>&nbsp;Shares of Arista Networks Inc. (ANET) were down 12% in premarket trade on Wednesday despite posting a strong third-quarter print and getting a price target upgrade by Barclays.Arista Networks’ third-quarter revenue and profit exceeded street expectations. The company, which makes hardware and software to connect and manage data center networks, reported a revenue of $2.31 billion, up 27.5% year-over-year. Analysts expected a revenue of $2.26 billion, according to Stocktwits.Its adjusted earnings per share (EPS) stood at $0.75, compared to Wall Street estimates of $0.72, according to Stocktwits. Non-GAAP gross margin stood at 65.2%, roughly one percentage point above forecasts, and net income totaled $962 million, up 25%.<h2 class="st-heading-2">Q4 Outlook</h2>The company projects fourth-quarter revenue between $2.3 billion and $2.4 billion, representing a 24% increase from $1.93 billion a year ago, at the top end of the range. It expects an operating margin of 47% to 48%, consistent with the level achieved last year. However, the non-GAAP gross margin forecast of 62% to&nbsp;63% trails both the previous year’s 64.2% and the third quarter’s 65.2%.Barclays raised the stock’s price target to $183 from $179 while maintaining an ‘Overweight’ rating after the company’s strong Q3 results. Analyst Tim Long noted that Arista continues to benefit from strong demand across its AI, cloud, and campus networking segments.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>Despite the premarket decline, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a session earlier, accompanied by ‘extremely high’ message volumes. It was also among the trending stocks on the platform.<figure class="image"><img style="aspect-ratio:924/96;" src="https://news.stocktwits-cdn.com/ANET_png_4f91a3c77d.webp" alt="ANET.png" width="924" height="96"><figcaption>ANET's Sentiment Meter and Message Volumes at 07:15 a.m. ET on November 5, 2025 | Source: Stocktwits</figcaption></figure>Users were bullish and were looking to “buy the dip.”<stembedurl>https://stocktwits.com/Mypointofbay/message/634976383</stembedurl><stembedurl>https://stocktwits.com/etruz/message/634974896</stembedurl><a href="https://stocktwits.com/symbol/ANET">ANET stock</a> has seen strong buying interest so far this year, with a 38% gain.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Arista Networks Inc. (NYSE: ANET) on July 31, 2025, in Chongqing, China. 

Arista Networks Stock Tumbles 12% Pre-Market Today – Why Is Retail Still Bullish?

Barclays increased the stock’s target price, stating the company continues to benefit from strong demand across its AI, cloud, and campus networking segments

Equity

<ul class="summary-bullets"><li>Anthony Saglimbene of Ameriprise stated that valuations are beginning to look “really stretched” without a pullback, in an interview with CNBC.</li><li>Earlier, the CEOs of Goldman Sachs and Morgan Stanley warned of the possibility of a 10% to 20% drawdown in equities.</li><li>Asian markets ended Wednesday’s trading session on a largely negative note, with the Nikkei 225 declining the most at 3.17%.</li></ul>U.S. stocks appear set for a negative opening on Wednesday as investors exercise caution amid growing concerns over AI valuations.In an interview with&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html">CNBC</a>, Anthony Saglimbene of Ameriprise stated that valuations are beginning to look “really stretched” without a pullback. “We haven’t really seen any major corrections or any real pressure on stocks since April,” he said in the interview, noting that investors are beginning to question if the capital expenditure incurred by tech giants is justified based on the profits they are generating.On the other hand, Palantir Technologies Inc. (PLTR) co-founder and CEO Alex Karp&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-michael-burry-short-against-palantir/cL28Ws0R36L">called out</a> Michael Burry on Tuesday for his short bets against the Colorado-based company as well as AI bellwether Nvidia Corp. (NVDA).<h2 class="st-heading-2">Futures Trade Lower</h2>While Dow Jones futures edged lower by 0.07% at the time of writing, the S&amp;P 500 futures fell 0.36%, while the tech-heavy Nasdaq 100’s futures declined 0.57%. Futures of the Russell 2000 index fell 0.06%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36% at the time of writing. Invesco QQQ Trust (QQQ) fell 0.56% on Wednesday morning, and the<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.13%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory.<h2 class="st-heading-2">Asian Markets Decline</h2>Asian markets ended Wednesday’s trading session on a largely negative note, with the Nikkei 225 declining the most at 3.17%, followed by the KOSPI at 2.93%, the TWSE Capitalization Weighted Stock index at 1.44%, and the Hang Seng at 0.31%.The Shanghai Composite index gained 0.23%.<h2 class="st-heading-2">Stocks To Watch</h2><ul><li>Advanced Micro Devices Inc. (AMD): AMD’s third-quarter (Q3) results beat Wall Street expectations, with the company reported earnings per share (EPS) of $1.2 on revenue of $9.25 billion, beating analyst estimates of an EPS of $1.17 on revenue of $8.76 billion, according to Stocktwits data. However, AMD’s shares were down nearly 5% in Wednesday’s pre-market trade.</li><li>Arista Networks Inc. (ANET): Arista Networks shares declined more than 12% pre-market even as the company’s fourth-quarter (Q4) guidance came in line with expectations. Arista forecast Q4 revenue in the range of $2.3 billion to $2.4 billion – at a midpoint of $2.35 billion, it edged past analyst estimates of $2.34 billion, according to Stocktwits data.</li><li>Super Micro Computer Inc. (SMCI): Super Micro shares fell 9% pre-market as the company’s first-quarter (Q1) results missed Wall Street expectations. Super Micro reported EPS of $0.35 on revenue of $5.02 billion, missing analyst estimates of $0.37 EPS on revenue of $5.83 billion, according to Stocktwits data.</li><li>Robinhood Markets Inc. (HOOD), DoorDash Inc. (DASH), and Qualcomm Inc. (QCOM) are among the companies scheduled to report their latest quarterly earnings on Wednesday.</li></ul>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fidelity-jurrien-timmer-ai-bubble-nvidia-cisco-valuations/cL28KCCR36Z">Fidelity’s Jurrien Timmer Says It’s Still ‘Early Days’ For AI Bubble Talks: ‘We Are Nowhere Close To The Kinds Of Silly Season Valuation Extremes’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk by the New York Stock Exchange

Dow Futures Edge Lower As Investors Remain Cautious On AI Valuation Concerns: AMD, ANET, SMCI, HOOD Among Stocks To Watch

While Dow Jones futures edged lower by 0.07% at the time of writing, the S&P 500 futures fell 0.36%.

Arista Networks (ANET) Q3 Earnings and Revenues Beat Estimates

Arista Networks (ANET) delivered earnings and revenue surprises of +4.17% and +2.11%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Arista Networks, Inc. Reports Third Quarter 2025 Financial Results

Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments, today announced financial results for...

Sanmina Q4 Earnings Surpass Estimates, Revenues Rise Y/Y

SANM posts stronger fiscal Q4 results as revenues climb across end markets and earnings top expectations, fueled by solid cash flow growth.


Lattice's Q3 Earnings Meet Estimates on Higher Revenues

LSCC delivers in-line Q3 results as AI server strength lifts revenues, offsetting softness in industrial and consumer markets.

Qorvo Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

QRVO posts stronger fiscal Q2 results as earnings and revenue top estimates, powered by ACG and HPA demand gains.

ADTRAN Misses Q3 Earnings Estimates, Beats on Revenues

ADTN posts mixed Q3 results as revenues climb on strong demand, but earnings fall short of estimates amid macro headwinds.

The Zacks Analyst Blog Highlights Unity Software, BILL Holdings, Arista Networks, Lyft, Alphabet and Meta

Zacks spotlights Unity Software, BILL Holdings, Arista Networks, and Lyft as Internet names primed for Q3 earnings beats, riding AI momentum, digital payments growth, and easing monetary policy.

Can These 5 Internet Software Stocks Hit Targets This Earnings Season?

Here we take a sneak peek at five stocks, ALAB, ANET, MTCH, PCTY, and PINS, in the Zacks Internet Software sector, scheduled to report their earnings on Nov. 4.


Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Will Robinhood Markets ($HOOD) beat quarterly earnings? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.74	--	--	N/A
Q3 '25	$0.72	$0.75	4.77%	BEAT
Q2 '25	$0.65	$0.73	12.44%	BEAT
Q1 '25	$0.59	$0.65	10.23%	BEAT
Q4 '24	$0.57	$0.65	14.49%	BEAT

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