Twilio climbed 20% after delivering a second-quarter beat with an EPS of $1.47 on $1.5 billion in revenue. The communications platform issued strong third-quarter guidance for EPS (between $1.42 and $1.47) and revenue (between $1.505 billion and $1.515 billion), signaling stabilizing customer expansion and improving operating margins.
Airbnb gained 13% after delivering a clean Q2 beat, posting an EPS of $1.37 on $3.61 billion in revenue. Upbeat third-quarter revenue guidance of $4.69 billion to $4.77 billion topped consensus targets, driven by strong international cross-border travel and stable booking lead times.
Cloudflare jumped 13% following a solid beat-and-raise Q2 performance. The cloud security provider reported an EPS of $0.29 on revenue of $696.1 million. Management also raised its full-year 2026 revenue guidance to a range of $2.864 billion to $2.87 billion, demonstrating sustained momentum in enterprise zero-trust security and edge computing.
T1 ENERGY rose 12%. The firm secured a 641‑MW solar‑module supply contract with Clearway Energy Group. Modules will use domestic cells from its G2 Austin fab, highlighting its localized integrated supply‑chain strategy. The landmark order has boosted bullish sentiment for multiple sessions. It also issued Q2 revenue guidance of $245‑$255 million, well above FactSet’s $173.7 million consensus. The large contract plus strong guidance delivered sustained fundamental support.
Microchip Technology rose 12%, fueled by its fiscal Q1 earnings release with broad beats on revenue and profit plus stronger‑than‑consensus forward guidance. It posted adjusted EPS of $0.76, beating consensus $0.69 and jumping 181.48% year‑over‑year. Revenue hit $1.485 billion, topping the $1.458 billion estimate, up 38.0% YoY and 13.2% sequentially. Fiscal Q2 guidance came in well above analyst forecasts: adjusted EPS $0.91‑$0.95 and revenue $1.589B‑$1.618B, versus consensus EPS $0.80 and revenue $1.556B. The stock also drew support from its planned acquisition of Hailo to boost embedded‑AI capabilities.
First Solar is extending a strong rally, rising 10% following its Q2 earnings release. First Solar reported Q2 earnings per share of $3.92, significantly beating the analyst consensus estimate of $2.86 by 37%, representing a 23% year-over-year increase. Since the earnings release on July 30, multiple institutions have raised their price targets: UBS raised to $330 maintaining a Buy rating, Wells Fargo raised significantly to $320, Guggenheim raised to $282 maintaining Buy, and Barclays raised to $279 maintaining Overweight. Additionally, the company disclosed plans for a 1.9 GWh battery storage project supporting Google and a 3.5 GW module finishing capacity expansion at its South Carolina facility.
Applied Optoelectronics soared 9%. The company reported Q2 adjusted EPS of $0.06, swinging from a year‑earlier loss of $0.16 and beating analyst consensus of $0.02. Revenue hit $191.9 million, up 86% YoY, slightly topping estimates. Management guided Q3 adjusted EPS of $0.11‑$0.26 on revenue of $255‑$290 million; the upper end of EPS missed consensus. Importantly, the firm sees demand outstripping production capacity through mid‑2027, triggering market repricing of its medium‑term growth outlook.
Trade Desk plummeted 25% after missing Q2 top-line expectations. The company reported $715 million in revenue, falling short of the $752.61 million analysts' consensus. Market sentiment was further hit by weak third-quarter revenue guidance of at least $650 million, far below the Wall Street target of $804 million, due to softening digital ad spending.
