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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions around its Q3 earnings, which beat expectations, and updated guidance. The community is focused on the company's high valuation, with some citing Michael Burry's reported short position, while others remain bullish due to Palantir's growth and position in AI.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to recent trial results for its PMO therapies, which, while showing positive trends, did not meet statistical significance, leading to community concerns about potential revenue impact. Despite this, discussions focus on the potential for label expansion of Elevidys, European sales, and possible mergers or acquisitions as long-term catalysts. Some traders also suggest shorts may have orchestrated the selloff.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HIMS is trending amid discussions about its upcoming earnings report and a potential partnership with Novo Nordisk, which has sparked debate around the company's GLP-1 strategy. Community members are weighing the potential impact of these factors on the stock's future performance, with some anticipating a short squeeze. Others are focused on insider selling and revenue guidance, remaining skeptical about the company's valuation.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending due to a mixed reaction to earnings, with revenue doubling but EPS missing estimates, sparking debate about valuation and future guidance. Community members are discussing the potential for a short squeeze and government contracts, while also weighing the impact of a possible easing of rare earth export restrictions by China. Bullish sentiment remains strong among some investors who view Energy Fuels as a key player in the uranium and rare earth sectors, essential for energy independence and AI infrastructure.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as its robotaxi fleet, Apollo Go, matches Waymo's pace with weekly ride volumes crossing 250K, sparking excitement around its autonomous vehicle leadership. Community members are also discussing catalysts from upcoming earnings and AI advancements, with some eyeing price targets. The stock's multi-year accumulation and perceived undervaluation as a Chinese stock are also driving interest.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta (META) is trending amid investor concern over heavy AI spending and its potential impact on near-term profitability, leading to a sell-off from recent highs. Community discussions revolve around identifying a bottom and whether the stock is oversold, with some viewing the dip as a buying opportunity due to Meta's strong fundamentals and long-term potential in AI and VR.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" meme coin, $CAW, is gaining attention, with community members emphasizing its multichain presence across $SOL, $ETH, $CRO, and BASE. Discussions highlight its fully circulated supply, deflationary mechanisms, strong community, and organic growth. The community is actively using the catchphrase "caw caw" and mentioning partnerships.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to a significant FDA update on its Huntington's disease gene therapy, AMT-130, with community chatter focusing on the agency's changed stance. The stock experienced a sharp decline, and discussions revolve around the potential impact on the company's future, comparisons to similar situations in the biotech sector, and speculation about a possible rebound or acquisition.

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 investors weigh the impact of AI infrastructure spending by major tech companies against concerns about SMCI's recent performance and upcoming earnings. The community is closely watching for any news or updates on partnerships, particularly with Xai, and whether the company can maintain its revenue guidance. Discussions also involve the potential for a new CFO announcement and its impact on investor confidence.

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

Terns Pharmaceuticals Inc

Terns Pharmaceuticals ($TERN) is trending due to positive Phase 1 data for its leukemia drug, TERN-701, leading to an analyst upgrade and increased community interest. Discussions revolve around the drug's potential to disrupt the CML treatment landscape and whether the market's reaction is justified, with some cautioning about an overreaction given the early stage of development and the company's cash burn. Some traders are also pointing to the potential for a future offering, which could impact the stock price.

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Weekly Market Wrap: First Solar, Amazon lead, Starbucks slips

An overall mixed week in terms of the major indices' performances and the stock market's reaction to earnings from big tech companies.The S&P 500 was up 0.71% this week, buoyed by Amazon and...

First Solar Q3 Earnings Lag Estimates, Revenues Increase Y/Y 

FSLR's Q3 profit and sales surge year over year, but the solar leader trims its 2025 guidance below consensus forecasts.

<ul class="summary-bullets"><li>The company reported sales of $1.59 billion for the quarter ended Sept. 30, while analysts expected the solar panel maker to post $1.57 billion in sales.</li><li>Sales growth was primarily driven by higher shipment volumes and the anticipated back-weighted delivery profile throughout the year.</li><li>It slashed its annual outlook due to major contract cancellations of the energy firm BP.</li></ul>First Solar (FSLR) stock rose 5% in extended trading after the firm’s third-quarter revenue topped Wall Street’s estimates.The company reported sales of $1.59 billion for the quarter ended Sept. 30, while analysts expected $1.57 billion, according to Fiscal.ai data. Its quarterly net income rose to $455.94 million, or $4.24 per share, compared with $312.96 million, or $2.91 per share, a year earlier.<h2 class="st-heading-2">How Did First Solar’s Sales Rise?</h2>The company said the sales growth was primarily driven by higher shipment volumes and the anticipated back-weighted delivery profile over the course of the year. The company logged 5.3 gigawatts (GW) of module sales during the quarter, including 2.5 GW from its U.S. manufacturing facilities.U.S. solar project developers are increasingly buying First Solar’s panels, which use cadmium telluride rather than the more common crystalline silicon used by most manufacturers, including those in China.“The U.S. policy and trade environment remains generally favorable,” CEO Mark Widmar said, adding that the company is keenly waiting for the Section 232 import tariffs decision on polysilicon and its derivatives, a key material in solar panels. A Tariff Rate Quota (TRQ) is widely anticipated to be implemented through Section 232. This would allow a certain amount of each targeted product to enter the U.S. annually before duties are applied.First Solar said it will launch a 3.7 GW solar module-finishing facility in the fourth quarter of 2026 and ramp up in the first half of 2027. "This activity places us uniquely at the intersection of several of the administration's key priorities, including those related to domestic manufacturing job creation, American energy and energy affordability, and serving among the generation solutions that enable the U.S. to win the artificial intelligence race against China," Widmar said.<h2 class="st-heading-2">What Is Retail Thinking?</h2>On Stocktwits, retail sentiment on <a href="https://stocktwits.com/symbol/FSLR">First Solar</a> moved to ‘extremely bullish’ from ‘bullish’ a day ago, while retail chatter rose to ‘high’ from ‘normal’ a day ago.<figure class="image"><img style="aspect-ratio:791/95;" src="https://news.stocktwits-cdn.com/FSLR_Oct_30_JPG_1462e3169f.webp" alt="FSLR’s Sentiment Meter and Message Volume as of 10:43 p.m. ET on Oct. 30, 2025 | Source: Stocktwits" width="791" height="95"><figcaption>FSLR’s Sentiment Meter and Message Volume as of 10:43 p.m. ET on Oct. 30, 2025 | Source: Stocktwits</figcaption></figure>“I don’t think the full effect of the AI data center demand has been seen yet. I think there will be a realization in the US that solar will be required as new natgas plants take too long to get up and running,” one user wrote.<stembedurl>https://stocktwits.com/Turre/message/634404859</stembedurl>“Well done FSLR. Tailwinds for profitable companies in the sector. If you've got a decent business model, you can prosper,” another trader wrote.<stembedurl>https://stocktwits.com/HTNY/message/634403491</stembedurl><h2 class="st-heading-2">Annual Sales Forecast Lowered Amid BP Contract Loss</h2>First Solar cut its annual sales forecast to $4.95 billion to $5.20 billion, down from $4.95 billion to $5.70 billion previously. It also cut its selling volume forecast to 16.7 GW to 17.4 GW, down from 16.7 GW to 19.3 GW projected earlier.The company said it terminated 6.6 gigawatts of bookings under multi-year agreements, defaulted on by affiliates of energy firm BP, at a base average selling price of $0.294 per watt. Reports have emerged that BP is looking to offload its U.S. renewable operations amid its cost-cutting drive.The modules subject to the contract breach are a mix of domestic and international products, First Solar said, with most scheduled for production in the third quarter and future quarters, and deliveries expected to extend into 2029. The company has sued BP over the contract breach.First Solar stock has gained 31% this year, banking on U.S. curbs on overseas solar exports.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/moderna-stock-rallies-on-reports-of-company-entering-talks-with-drugmaker-for-potential-deal/cLG8cnhR3xt">Moderna Stock Rallies On Reports Of Company Entering Talks With A Drugmaker For A Potential Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

Why Did First Solar Stock Jump 5% After-Hours?

Sales growth was primarily driven by higher shipment volumes and the anticipated back-weighted delivery profile throughout the year.

Equity

First Solar (FSLR) Misses Q3 Earnings and Revenue Estimates

First Solar (FSLR) delivered earnings and revenue surprises of -1.85% and -0.25%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

First Solar, Inc. Announces Third Quarter 2025 Financial Results and Updates Guidance

First Solar, Inc. (Nasdaq: FSLR) (the Company) today announced financial results for the third quarter ended September 30, 2025, and updated its 2025 guidance. Net sales for the third quarter were...

Enphase Energy Q3 Earnings Beat Estimates, Revenues Rise Y/Y 

Enphase Energy posts a strong Q3 with earnings and revenues beating estimates, fueled by record battery shipments and margin gains.

First Solar to Release Q3 Earnings: Here's What You Need to Know 

FSLR's Q3 results may shine on robust solar demand and Section 45X tax credits, though tariffs and costs could limit gains.

<ul class="summary-bullets"><li>According to TheFly, Roth analysts kept a ‘Buy’ rating on the stock and raised the price target to $270 from $225.</li><li>The brokerage stated that the poly 232 announcement, expected by the middle of November, offers a "strong near-term catalyst to drive the stock higher."</li><li>Roth analysts reportedly saw "no shortage of policy tailwinds" to support the bull narrative around First Solar.</li></ul>First Solar (FSLR) stock rose over 3% in premarket trading on Monday after Roth Capital turned more bullish on its shares.According to TheFly, Roth analysts kept a ‘Buy’ rating on the stock and raised the price target to $270 from $225. The new price target implied 13.9% upside from the stock’s previous close on Friday.<h2 class="st-heading-2">Why Did Roth Raise The PT?</h2>The brokerage said that while the company's bookings could be light, the poly 232 announcement expected by the middle of November offers a "strong near-term catalyst to drive the stock higher." The brokerage was referring to the Section 232 import tariffs on polysilicon and its derivatives, a key material in solar panels.A Tariff Rate Quota (TRQ) is widely anticipated to be implemented through Section 232. This would allow a certain amount of each targeted product to enter the U.S. annually before duties are applied. The expedited efforts come amid recent trade tensions between the U.S. and China, which, however, showed signs of easing on Sunday.U.S. solar project developers are increasingly buying First Solar’s panels, which use cadmium telluride rather than the more common crystalline silicon used by most manufacturers, including those in China.Roth analysts reportedly saw "no shortage of policy tailwinds" to support the bull narrative around First Solar. The brokerage hoped that the firm would provide updates on progress toward finishing lines and on mitigating tariff headwinds.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/FSLR">First Solar</a> was still in the ‘bearish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:806/92;" src="https://news.stocktwits-cdn.com/FSLR_O_Ct_27_JPG_0f7b6d41f7.webp" alt="FSLR’s Sentiment Meter and Message Volume as of 05:06 a.m. ET on Oct. 27, 2025 | Source: Stocktwits" width="806" height="92"><figcaption>FSLR’s Sentiment Meter and Message Volume as of 05:06 a.m. ET on Oct. 27, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Do Analysts Expect From Q3 Earnings?</h2>First Solar is scheduled to report its earnings on Oct. 30 after the markets close. Wall Street expects the firm to report earnings of $4.30 per share on revenue of $1.56 billion for the three months ended Sept. 30.Earlier in October, Needham analysts said that they view First Solar as one of the "most policy-advantaged ways" to play U.S. utility-scale solar following the One Big Beautiful Bill. The brokerage also saw a spike in the company's free cash flow in 2026, creating "optionality" for platform expansion and capital returns.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gold-miners-retreat-after-bullion-slips-as-us-china-on-trade-deal/cLG0c73R3Me">Gold Miners Retreat After Bullion Slips As US-China Agree To Framework Of A Trade Agreement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of First Solar, Inc. is displayed on a smartphone screen, with the company's latest stock price performance and candlestick chart visible in the background. 

Why Is First Solar Stock Gaining Premarket Today?

First Solar (FSLR) stock rose over 3% in premarket trading on Monday after Roth Capital turned more bullish on its shares.

Why Is First Solar (FSLR) Stock Gaining Premarket Today?

ONEOK Set to Report Q3 Earnings: Here's What You Need to Know

OKE's third-quarter results may reflect gains from pipeline expansions, acquisitions and fee-based revenues despite higher depreciation costs.

First Solar (FSLR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

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