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Networking chips designer Marvell Technology (NASDAQ: MRVL) met Wall Streets revenue expectations in Q3 CY2025, with sales up 36.8% year on year to $2.07 billion. The company expects next quarter’s revenue to be around $2.2 billion, coming in 1% above analysts’ estimates. Its non-GAAP profit of $0.76 per share was 3% above analysts’ consensus estimates.

Identity management company Okta (NASDAQ:OKTA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 11.6% year on year to $742 million. Guidance for next quarter’s revenue was better than expected at $749 million at the midpoint, 1.6% above analysts’ estimates. Its non-GAAP profit of $0.82 per share was 8.4% above analysts’ consensus estimates.

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 22.2% year on year to $1.23 billion. The company expects next quarter’s revenue to be around $1.30 billion, close to analysts’ estimates. Its non-GAAP profit of $0.96 per share was 2% above analysts’ consensus estimates.

A top life sciences investor is doubling down as Aurinia’s flagship therapy gains momentum—here’s what long-term shareholders should watch next.

Data storage solutions provider Pure Storage (NYSE:PSTG) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 16% year on year to $964.5 million. Guidance for next quarter’s revenue was better than expected at $1.03 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.58 per share was in line with analysts’ consensus estimates.

Tower Semiconductor is a global specialty foundry that provides technology and manufacturing platforms for a diverse range of customers.

Shares of packaging Corporation of America (NYSE:PKG) fell 5.4% in the afternoon session after a report from Bloomberg Intelligence indicated that demand for boxes was expected to weaken. The report, which surveyed managers, noted that box demand was forecasted to rise only 1.3% in December compared to the previous year. This was a decrease from a September forecast of a 1.6% increase. The revision marked the third consecutive month that sentiment from initial expectations had declined, raising concerns about future sales for the packaging company.

Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 7.4% in the afternoon session after reports indicated that Intel had outsourced its high-end chip packaging production to Amkor for the first time. 

Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 4.2% in the afternoon session after the company received a "Strong Buy" consensus rating from analysts. This positive outlook from two analysts signaled a favorable view of the company's prospects. Such ratings often influence investor sentiment by suggesting that analysts believe a stock has potential for future growth. The consensus reflected a bullish stance on the company, which likely contributed to the upward price movement as investors reacted to the favorable assessment.

Shares of EV charging solutions provider ChargePoint Holdings (NYSE:CHPT) jumped 4.2% in the afternoon session after optimism improved ahead of the company's upcoming earnings report, which was scheduled for later in the week. 

Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) jumped 9.1% in the afternoon session after the company announced it secured approximately $25 million in debt financing from the Export-Import Bank of the United States (EXIM). 

Shares of custom-engineered solutions manufacturer Methode Electronics (NYSE:MEI) jumped 7.8% in the afternoon session after investors showed optimism ahead of its quarterly earnings report scheduled for the following day. The positive sentiment came even as analysts projected a loss per share of around -$0.28 and a significant year-over-year revenue decline of about 18.8%. This investor confidence may have been fueled by the company's performance in the previous quarter. In that period, Methode Electronics beat earnings per share estimates, which resulted in a 12.16% jump in its stock price on the day after the announcement. Investors appeared to be anticipating a similar positive surprise this time around.

Shares of financial automation software company BlackLine (NASDAQ:BL) jumped 3.6% in the afternoon session after Rosenblatt Securities initiated coverage on the financial software provider with a "Buy" rating and a $65 price target. The analyst firm noted that BlackLine, which specializes in financial software, was positioned to deliver accelerating growth. According to Rosenblatt, the company could also expand its margins significantly in the coming years. The $65 price target represented potential upside from the stock's trading price at the time of the announcement, reflecting a positive outlook on the company's future performance.

Shares of e-commerce pet food and supplies retailer Chewy (NYSE:CHWY) fell 3.1% in the afternoon session after an analyst note highlighted growing investor concerns regarding the company's profitability ahead of its upcoming earnings report. The note from Piper Sandler pointed out that investor focus had shifted from customer acquisition to profitability. Chewy had delivered only modest beats on a key profitability measure in recent quarters, a change from its historical double-digit outperformance. The company's gross margins also remained under scrutiny after missing expectations in two of the four previous quarters. This came as the stock had already taken a significant 26.7% hit over the previous six months.

Shares of semiconductor testing company Teradyne (NASDAQ:TER) jumped 6.4% in the afternoon session after Stifel upgraded the chip testing equipment maker to a "Buy" from a "Hold" rating and raised its price target. Analyst Brian Chin increased the price target to $225 from $162, noting stronger long-term growth prospects. The firm highlighted what it called an underappreciated position for the company in AI networking. The upgrade was based on a belief that a “narrative shift, revenue shift, and optionality in AI compute [are] too important to ignore.” Stifel expected growth to accelerate given a favorable, structural shift in Teradyne's test revenue composition, even before considering potential share gains in the AI GPU and ASIC market.

Shares of personalized clothing company Stitch Fix (NASDAQ:SFIX) jumped 4.1% in the afternoon session after an analyst at Telsey Advisory Group reaffirmed a "Market Perform" rating on the stock. Analyst Dana Telsey also kept the price target steady at $6.00 per share. While a "Market Perform" rating suggests the stock is expected to perform in line with the broader market, the reaffirmation itself seemed to be viewed positively by investors. The decision not to downgrade the stock or its price target may have provided a sense of stability, encouraging buying activity and leading to the rise in the company's share price.

Shares of customer experience management platform Sprinklr (NYSE:CXM) jumped 4.3% in the afternoon session after investors showed optimism ahead of the company's upcoming quarterly earnings report. The report was scheduled for release the following day, with analysts forecasting earnings per share (EPS) of approximately $0.07. Other estimates projected adjusted earnings at $0.09 per share on revenue of about $209.6 million, which would mark a 4.4% increase from the same quarter in the previous year. This anticipated growth rate was slower than the 7.7% increase recorded a year prior. In its last report, Sprinklr had surpassed analysts' revenue expectations, adding to the positive sentiment.

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 3.7% in the afternoon session after Wall Street brokerage Bernstein suggested the stock could rise 90%, while the company also launched a new "instant unstaking" feature. The bullish analyst note was part of a "Moderate Buy" consensus rating among Wall Street analysts. Adding to the positive sentiment, Coinbase's new feature allowed users to unstake their crypto assets immediately for a 1% fee, bypassing traditional wait times. The move was also supported by a rebound in the wider crypto market, as Bitcoin's price recovered sharply from an overnight low. This recovery helped lift other crypto-linked stocks, signaling renewed market optimism in digital assets.

Shares of RFID manufacturer Impinj (NASDAQ:PI) jumped 4.7% in the afternoon session after investors appeared to focus on the company's strong historical growth metrics, which pointed to a promising outlook. A report highlighted the radio-frequency identification (RFID) maker's performance over the previous five years, noting that annual revenue grew by 20.2%. This suggested that the company increased its market share during that time. Furthermore, its annual earnings per share growth of 49.4% outpaced its revenue gains, signaling strong profitability. The company's free cash flow margin also expanded by 15.8 percentage points over the same period, giving it more cash to use for its operations. The positive reaction from the market came even as news surfaced that Sylebra Capital sold shares worth nearly $9.8 million in late November.

Shares of government and sustainable technology solutions company KBR (NYSE:KBR) jumped 6% in the afternoon session after Oppenheimer initiated coverage on the company with an 'Outperform' rating. The analyst set a price target of $60.00 for the stock. Oppenheimer's positive view stemmed from what it called an "interesting, value-based investment opportunity." This perspective was largely based on the company's plan to spin off its government services business in mid-to-late 2026. The new coverage and rating provided investors with a fresh outlook on the company's potential performance and valuation.

Shares of casual salad chain Sweetgreen (NYSE:SG) jumped 5.1% in the afternoon session after the company announced its debut in Sacramento with the opening of two new restaurant locations. This expansion marked the company's entry into the Sacramento market and continued its nationwide growth. The first of the two restaurants opened its doors, with a second location planned to open later in the month. For a restaurant brand, entering new cities is a key part of growing the business and reaching more customers, which investors often viewed as a positive development for future sales.

Shares of airline company United Airlines Holdings (NASDAQ:UAL) jumped 4% in the afternoon session after an investment firm reiterated its 'Buy' rating on the stock and the airline announced a new partnership to modernize its sales technology. TD Cowen restated its positive view, designating United its "Best Idea for 2026" and setting a $125 price target. The firm's confidence stemmed from expected improvements in Boeing's production rates, which should aid United's fleet renewal. This update was anticipated to boost revenue with more premium seating and lower non-fuel costs.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.4% in the afternoon session after several investment firms expressed a positive outlook for the company, with KeyBanc and Morgan Stanley raising their price targets and UBS upgrading the stock's rating. KeyBanc increased its price target to $285 from $240, keeping an Overweight rating. The firm noted long-term demand drivers from artificial intelligence applications. In a similar move, UBS upgraded Applied Materials from Neutral to Buy and also set a $285 price target, citing a good outlook for wafer fab equipment, which is used to produce memory chips. Adding to the positive sentiment, Morgan Stanley adjusted its price target upward to $273 from $252, while also maintaining an Overweight rating on the shares.