[Game] Growth Stocks on a Roller Coaster – Guess Who’s Next?
This week, growth stocks will shake the market. Let's check the stocks that have a big swing today.
1. $Shopify(SHOP)$ jumps 17% as it forecasts third-quarter revenue above market estimates
Its AI features and platform upgrades boosted demand for its e-commerce services despite tariff-related uncertainty pressuring retail businesses.
2. $BWX Technologies Inc(BWXT)$ jumped 17.79%. The supplier of nuclear components posted adjusted earnings of $1.02 a share on revenue of $764 million, beating expectations.
3. $Astera Labs, Inc.(ALAB)$ surged nearly 16% as its Q2 revenue and earnings per share exceeded expectations, and the company raised its Q3 guidance.
4. $Axon Enterprise, Inc.(AXON)$ surged 16.14% after the Taser manufacturer hiked its full-year outlook and Q2 earnings beats.
Sales climbed 33% to $669 million, beating analysts’ calls for $641 million, while adjusted earnings of $2.12 a share surpassed the FactSet consensus estimate of $1.45 a share.
5. $Arista Networks(ANET)$ jumped more than 13% after its Q2 results surpassed Wall Street’s estimates.
EPS: 73 cents vs 65 cents expected.
Revenue: $2.20 billion, beat the consensus estimate of $2.11 billion.
Top losers post earnings are:
6. $Vertex Pharmaceuticals(VRTX)$ VRTX sank 21% despite earnings beat.
The drugmaker said it wouldn’t advance its next-generation pain medication after failing to meet the primary endpoint in a recent study. The news overshadowed an otherwise strong Q2 earnings.
EPS: $4.52 >$4.26
Revenue: $2.96 billion > $2.91 billion
7. $SUPER MICRO COMPUTER INC(SMCI)$ plummeted more than 16% as it missed on the top and bottom lines.
EPS: 41 cents < 44 cents
Revenue: $5.76 billion < $5.89 billion
Guidance: company sees its adjusted earnings for its first quarter coming in weaker than expected.
8. $Snap Inc(SNAP)$ plunged 15% after missing revenue expectations for the second quarter.
Revenue: $1.34 billion < forecast of $1.35 billion from analysts.
9. $Hims & Hers Health Inc.(HIMS)$ declined 12% on disappointing guidance.
Management projected revenue of $570 million to $590 million for the current quarter, below Wall Street estimates of about $580 million at the midpoint of the range.
Second-quarter results were mixed, with revenue missing expectations, while adjusted earnings narrowly beat.
Growth stocks like $Lyft, Inc.(LYFT)$ , $Duolingo, Inc.(DUOL)$ , $Tempus AI(TEM)$ , $D-Wave Quantum Inc.(QBTS)$ , and $SoundHound AI Inc(SOUN)$ $TeraWulf Inc.(WULF)$ $Vistra Energy Corp.(VST)$ are set to report earnings. Each of them has the potential to swing more than 10% in a single day.
Which big swing are you ready to ride?
Which company do you have the highest conviction in — AI, quantum, or Nvidia-related?
Who do you think will have a post-earnings move of more than ±10%?
🎁Join the prediction game
Each Tigers can pick 3 companies to join the prediction challenge.
If any one of your selected companies moves more than 10% after earnings, your prediction is considered successful.
For example:
I think DUOL, VST, and APP will move more than 10% after their earnings reports.
(Remember to include the company tickers!)
Those who guess correctly will split 500 Tiger Coins. If no one wins, then everyone shares the 500 coins! 🐯💰
🕒Event Time:
2025.8.6 - 2025.8.11 00:00 SGT
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让我心跳加速的3只成长型股票是：
$Rocket Lab USA, Inc.(RKLB)$，一个可以重新定义轨道物流或烧钱追逐它的太空先驱。一次盈利失败，它可能会暴跌至海洋深处。一份美国宇航局的合同，它就可以像火箭一样飞向月球！
$TeraWulf Inc.(WULF)$，一家具有绿色能源雄心的加密货币矿工。它随着比特币和能源价格的节奏起舞。当它报告收益时，就像看着一场雷雨滚滚而来或一场耀眼的烟花表演！
$SoundHound AI Inc(SOUN)$，面向未来的AI声音。但它仍在市场上寻找自己的声音。在收益日？期待起立鼓掌或突然沉默。
这3只将于8月7日公布财报的股票将让投资者提心吊胆，是高兴地跳还是悲伤地哭泣！
@Tiger_comments @TigerStars @CaptainTiger @Tiger_SG
Here’s why:
AI-driven language learning platform with viral user growth.
Historically known for explosive earnings reactions.
Fits perfectly into the current “AI + consumer tech” hype cycle.
If they surprise on user metrics or monetization, this stock can easily pop >10%.
DUOL has shown consistent user growth and monetization improvements. If their language subscription growth continues to beat expectations, I think a double-digit move is highly likely. For VST, it’s a solid play on the energy transition — clean energy demand and strong earnings from power producers could drive a surprise. As for SOUN, it’s one of the more speculative names, but with AI still commanding major attention, any beat or bullish guidance can easily send it soaring more than 10%.
All three picks are high beta and carry strong catalysts this quarter.
@Tiger_comments @TigerStars
In addition, a total of 21 Tigers correctly predicted growth stocks with over 10% price swings, and each of them has received an extra 24 Tiger Coins. Please check your Tiger Coin Center to check them!
该制药商表示，在最近的一项研究中未能达到主要终点后，不会推进其下一代止痛药。这一消息掩盖了第二季度强劲的盈利。
每股收益：4.52美元>4.26美元
收入：29.6亿美元>29.1亿美元
如果要我选一家公司“骑大秋千”，我个人会偏向Tempus AI (TEM)。理由很简单：它结合了AI与医疗数据分析，这类精准医疗领域的市场潜力巨大。刚上市不久，市场对它的预期还在不断定价阶段，一旦财报亮眼，暴涨不是梦；当然，踩雷也可能直接跳水。但我相信，它的故事性与前景，能撑得起这场波动。
至于信念最高的板块，我目前还是倾向AI相关企业，尤其是有实质营收支持的那种，不是“画大饼”。像SoundHound虽然噱头十足，但目前仍偏投机。
我预测**D-Wave (QBTS)**这类量子计算股，会是最容易±10%以上波动的候选人。市场对量子还处于高度情绪化阶段，炒预期多过炒业绩，所以上下震荡幅度肯定不会小。
说到底，这财报季，心脏要大，操作要稳。
1.$Shopify(SHOP)$跃升17%因为它预测第三季度收入高于市场预期
尽管关税相关的不确定性给零售企业带来了压力，但其人工智能功能和平台升级提振了对其电子商务服务的需求。
2.$BWX技术公司(BWXT)$上涨17.79%。这家核部件供应商公布调整后每股收益为1.02美元，营收为7.64亿美元，超出预期。
AppLovin Corporation (APP)
D-Wave Quantum Inc (QBTS)