📈 CoinMarketCap | RWA Stocks 📈 Microsoft · $MSFT Microsoft will start reporting Azure's revenue on its own. 🔹 Three reporting segments become two in FY27 🔹 M365 Cloud and ads get their own lines too 🔹 It trades at a price to earnings of 27.42 See $MSFT on the CoinMarketCap RWA page 👇 https://t.co/uDhufr0BrX
Stocks trending on X right now
Top stocks by X chatter
BR
Braze, Inc.$BRZEHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
Software - ApplicationMixed sentiment⚠
Braze posted a Q2 FY27 double beat — revenue $227.2M (+26.2% YoY), adj EPS $0.19 — with record FCF $21.7M, yet the stock dumped ~10.5% after hours because software's 'lose-lose vibe' meant any expectation miss gets punished. Piper raised PT to $30 and bulls call it an easy buy; bears say another SaaSpocalypse tell.
Proven numbers
Braze is the customer-engagement SaaS platform for consumer brands (rivals Klaviyo and Twilio Segment). Q2 beat consensus meaningfully, revenue and EPS both went up, and the stock crashed 22% because the FY27 guide gave the market its first look at post-hyper-growth math.
The read:
• Q2 revenue grew 30% YoY to $227M and EPS beat by 23% ($0.19 vs $0.16) — the double-beat looks clean, but the FY27 guide implied revenue growth deceleration to the low 20s%, which for a stock trading at 3.3x sales is exactly the pattern that resets the multiple.
• The three-day CFO/executive selling cluster in late August (CFO Hyman $1.36M, Chief People McDonnell $933K, Malik $465K) into the pre-earnings run looks tell-tale in hindsight — insiders positioned before the print, not against it.
• The competitive frame matters: Klaviyo advanced 3% on the same day as Braze fell 22% — a market read that Klaviyo is now the growth leader, which reprices the whole customer-engagement SaaS category.
Breaking down at the 38th percentile of the 52-week range on 4x volume (a distribution day) — the shape of a stock that just moved regimes. What could stabilize it: Dec 8 Q3 print showing growth reaccelerating past 25%, or a specific enterprise-account expansion disclosure. What accelerates the decline: another quarter of soft guide, or an activist investor emerging (Starboard has been active in the space).
VV
V2X, Inc.$VVXHot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
Aerospace & DefenseBullish sentiment
V2X posters cheer a $391M USMC logistics contract (options could bring total to $500M) plus a Marine Corps repair/sustainment award. Users frame VVX as an under-appreciated defense contractor with c-UAS (counter-drone) exposure and training franchise, with book-to-bill set to accelerate on Q2 wins. Sentiment is decisively bullish on the contract-momentum thesis.
Proven numbers
V2X sits at $74.18, up 43% year to date and 34% over the last year, with the operating story validated by four straight double-digit EPS beats and revenue growth reaccelerating to 23% in Q1.
• Q1 revenue of $1.26B beat by 4% and EPS of $1.53 beat by 23%. The X sentiment sample from August 11 was decisively bullish, citing a $391M Marine Corps logistics contract that could scale to $500M with options plus a separate repair-and-sustainment award.
• Fundamentals check out — 29.9x trailing earnings looks steep, but forward looks cheaper at ~12x 2026 EPS of $6.23 and 11x 2027 of $6.94, with analysts modeling steady mid-single-digit revenue growth and expanding margins.
• Insider activity is mildly negative — General Counsel Jeremy Nance sold 3,500 shares at $82.01 and director Melvin Parker sold 5,000 at $81.41 in mid-August, roughly 10% above current price. These are individually modest sales but they hit at the recent high.
Q3 prints November 2, 2026, with the Street looking for $1.54 EPS on ~$1.29B revenue; a fifth straight beat with continued counter-drone and training award momentum keeps the bull case intact.
GR
Grab Holdings Limited$GRABHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeStrong bullish X conversation
Software - ApplicationBullish sentiment
Grab longs are stacking a beaten-down value setup — <$13B market cap, ~$6B net cash, $750M buyback, first profitable year in 2025, EV-loan-financing scaling with GrabFin poised to contribute 60-70% of long-term bottom line, and Fwd P/E of 19x collapsing. Frame is 15x FY27 EPS with 30%+ growth. Cramer's bearish take is being called a contrarian buy signal.
Proven numbers
Grab is Southeast Asia's dominant super-app — ride-hail, food delivery, financial services — and the equity is trading at 2% of its 52-week range with the fundamentals doing the exact opposite of the tape.
• The business is genuinely compounding: Q1 revenue of $955M was up 23.5% YoY at a 7.8% operating margin, and the four-quarter growth cadence has held above 18% every quarter — this is not a broken business, it's an unloved one.
• The GrabFin argument is the actual thesis the crowd is pointing at: management guidance implies GrabFin becomes 60-70% of the bottom line — a real mix shift toward higher-margin financial services, which at a 19x forward P/E is undemanded.
• Insider selling includes the CEO: Anthony Tan's 400K-share sale on Aug 12 for $1.45M is small in absolute terms but genuine top-of-house distribution into a stock down 37% year-to-date — an unusual pattern that says even the founder-CEO is monetizing at these prices.
If Q3 earnings on Nov 3 confirms GrabFin's mix shift trajectory and rides/delivery margin holds, the 2%-of-52-week-range setup becomes a violent bottom. Continued CEO distribution or a GrabFin bookings slip is what confirms the broken read and takes this through fresh lows.
TT
ServiceTitan, Inc.$TTANHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
Software - ApplicationBK
Booking Holdings Inc.$BKNGHot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
Travel ServicesEO
Eos Energy Enterprises, Inc.$EOSEHot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
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