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Why It Moves

Why Plug Power (PLUG) Stock Is Up Today

Shares of fuel cell technology Plug Power (NASDAQ:PLUG) jumped 7% in the morning session after the company announced it began its first-ever contract with NASA to supply liquid hydrogen. 

Dec 02, 2025
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Why It Moves

Palantir Technologies (PLTR) Stock Trades Up, Here Is Why

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 4.3% in the morning session after Wedbush analyst Dan Ives expressed strong confidence in the company's long-term value, suggesting investors should "triple down" on the stock. 

Dec 02, 2025
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Why It Moves

Cloudflare (NET) Stock Trades Up, Here Is Why

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 4.2% in the morning session after Barclays initiated coverage on the company with an Overweight rating and a $235 price target. 

Dec 02, 2025
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Why It Moves Summary

Stocks making big moves yesterday: DoorDash, Chegg, Noodles, Red Robin, and DraftKings

Check out the companies making headlines yesterday:

Dec 02, 2025
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Earnings Call

MDB Q3 Deep Dive: Atlas Growth and AI Positioning Drive Outperformance

Database platform company MongoDB (NASDAQ:MDB) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 18.7% year on year to $628.3 million. On top of that, next quarter’s revenue guidance ($667.5 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $1.32 per share was 66.2% above analysts’ consensus estimates.

Dec 02, 2025
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Earnings Call

The Top 5 Analyst Questions From Analog Devices’s Q3 Earnings Call

Analog Devices delivered a quarter that surpassed Wall Street’s expectations, with management attributing these results to robust demand across all key end markets, particularly industrial, automotive, and communications. CEO Vincent Roche cited the company’s focus on research and development and success in capturing value from new products as core contributors to the performance. Roche highlighted that “AI, automation, and the drive for efficient energy management” were among the most powerful forces behind growth, with industrial and data center segments performing especially well.

Dec 02, 2025
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Earnings Call

5 Must-Read Analyst Questions From Zscaler’s Q3 Earnings Call

Zscaler's third quarter results were met with a negative market reaction despite the company exceeding Wall Street's expectations for both revenue and adjusted earnings per share. Management highlighted the acceleration of growth across its three key pillars—AI security, Zero Trust Everywhere, and Data Security Everywhere. CEO Jay Chaudhry attributed the quarter’s performance to robust demand for the company’s AI-focused offerings and the rapid adoption of its Zero Trust platform. He emphasized that “ARR from these three growth pillars accelerated in the quarter,” underlining their importance to Zscaler’s ongoing momentum.

Dec 02, 2025
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Earnings Call

5 Must-Read Analyst Questions From Workday’s Q3 Earnings Call

Workday’s third quarter saw management attribute growth to continued adoption of its AI-driven products, robust customer wins across key industries, and expansion into international markets. Despite exceeding Wall Street’s revenue and profit expectations, the market responded negatively, which management linked to investor concerns about the durability of subscription growth and the integration of recent acquisitions. CEO Carl Eschenbach highlighted that over three-quarters of net new deals included AI capabilities and that momentum in large enterprise and public sector wins was a primary driver of the quarter’s results.

Dec 02, 2025
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Earnings Call

5 Revealing Analyst Questions From Abercrombie and Fitch’s Q3 Earnings Call

Abercrombie & Fitch’s third quarter results were met with a positive market reaction, driven by strong momentum at Hollister and resilient performance across core categories despite margin compression. Management credited double-digit growth in the Hollister brand, successful brand collaborations, and disciplined inventory management as key drivers. CEO Fran Horowitz noted, “Our traffic is positive. Our customer file continues to grow. We're seeing nice engagement in our digital and stores channels.” The company also highlighted the effectiveness of targeted marketing and product launches, particularly in women’s and seasonal categories.

Dec 02, 2025
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Earnings Call

The 5 Most Interesting Analyst Questions From Dell’s Q3 Earnings Call

Dell’s third quarter was characterized by robust demand for AI servers and continued operational discipline, with management highlighting accelerated order momentum and improved profitability in key segments. CEO Jeff Clarke pointed to an "all-time high in AI server orders" and emphasized the company's ability to deploy large-scale AI infrastructure rapidly. Growth in the Infrastructure Solutions Group and stable performance in commercial PCs contributed to the overall results, while improved storage margins and double-digit international growth in commercial PCs further supported performance.

Dec 02, 2025