Stocks trending on X — TickerTalks

EL

Electrical Equipment & Parts

$9.48-0.63%

1Y+150.1%

Bullish sentiment

Electrovaya's sentiment was completely reset by a commercial supply agreement with Amazon accompanied by an Amazon warrant investment, sending the stock gapping up 17-70% intraday. Roth Capital reiterated Buy with a $20 price target and Raymond James raised its target from $14 to $22 (Strong Buy) citing validation of superior battery technology alongside existing Fortune 500 clients like Walmart. Posters note only 120k shares are left for shorting into the move and that the stock is within striking distance of its 2016 all-time high of $16.10. Some traders sold covered calls into the pop citing decay and choppy tech-market risk, but the fundamental thread is uniformly constructive.

Proven numbers

Electrovaya makes lithium-ion battery systems for industrial applications (material-handling equipment and stationary storage), Toronto-listed with $582M market cap, and reports fiscal Q3 2026 earnings 2026-08-12. • Q2 fiscal 2026 revenue was $17.8M, up 18.5% year-over-year, with gross margin 31.0% and operating margin 8.5% — the fourth quarter of double-digit gross-margin operations and second straight of positive operating margin, marking a genuine profitability transition. • EPS $0.0204 topped $0.01 consensus by 100% (small absolute magnitudes, real beat), and consensus models fiscal 2026 revenue $83M rising to $123M in fiscal 2027 and $164M in fiscal 2028 — a doubling arc. • On July 15, Electrovaya announced a commercial relationship with Amazon — a genuine reference customer for its material-handling battery systems, and the catalyst that reprices the multiple if rollout scales. • Trailing return on invested capital of 7.4%, return on equity 11.3%, and only modest D/E of 0.55 — the balance sheet supports capacity expansion without imminent dilution. • Position in 52-week range at 89%, shares 15.6% above the 50-day moving average, and volume traded 79 times normal on the Amazon-announcement session. The setup is a lithium-ion operator with a genuine commercial ramp, an Amazon reference win, and a multiple (P/E 104) that already discounts continued double-digit growth.

AS

AST SpaceMobile, Inc.$ASTSHot on

Telecommunications Services

$57.80+5.07%

1Y+0.6%

23,682 posts+66%

Mixed sentiment

AST SpaceMobile is a painful high-conviction growth name mid-drawdown. The stock has fallen from about $133 to $57 in 48 days, and the near-term trigger was the announcement of a $1B convertible note priced at a 7.5-year, 1.625% coupon with 20% conversion premium and capped calls. Bulls frame the raise as an institutional vote of confidence, point to a confirmed J-LEO award with Rakuten, a successful BB10 array unfold in orbit, and a planned 400,000+ square-foot Midland manufacturing facility with 1,100 jobs. Bears and shaken longs criticize management for diluting at $60 rather than $120 and openly question whether the low is in. The conversation is emotional, not just analytical.

Driven by hype

AST SpaceMobile is building a satellite network that beams cell service directly to standard smartphones — no ground gateway, no special antenna. It's a lottery ticket on unbelievably ambitious space engineering, and today the company announced $1 billion of new convertible notes to fund the next satellite build. • The $1B convertible note offering announced today is ~3.5% of the market cap in future potential dilution supply, and it lands on top of $310M of cash burn last quarter alone — this isn't a one-time raise, it's the shape of the business until commercial launch. • Revenue was $14.7M last quarter against a $30B market cap — the valuation is 100% forward-looking; even the 2027 analyst revenue estimate of $741M leaves the stock at 40x forward sales two years out. • Analyst 2028 revenue of $1.9B and 2029 of $3.2B assumes MNO partnerships and government contracts scale hard — they might, but every quarter of delay is another convert raise diluting the equity story further. • CEO Abel Avellan just filed a 13D/A confirming a 6% stake with investment intent — insider commitment is real, but a founder holding 6% while raising $1B in converts is the opposite of a promotional exit signal. • 52-week position is 31st percentile before today's news, position vs 50-day MA -23% — the tape was already telling you the story wasn't paying, and the fresh supply doesn't help. August 10 earnings is where you find out whether cash burn is stabilizing; the $1B raise buys about a year of runway at current burn, so time isn't the problem — it's the dilution that comes with it. What restarts the tape is a big MNO pulling in a commercial-launch date. A drift below the 52-week low is where the dilution narrative wins outright.

VS

Vestis Corporation$VSTSHot on

Rental & Leasing Services

$16.50+0.49%

1Y+161.9%

24 posts+167%

Bullish sentiment

Vestis jumped 30.4% after Q2 2026 beat on top and bottom line, raised the full-year outlook above the beat, and improved KPIs giving incremental momentum to the turnaround story. William Blair upgraded VSTS to Outperform with management confident that Q4 will mark inflection into positive organic growth. Cost per pound is declining and revenue per pound is flattening for the first time since the IPO. Potential Cintas/UniFirst merger optionality reinforces the bull case. Tone is firmly positive.

Comeback attempt

Vestis is the specific uniform-and-workplace-services operator whose Q2 print delivered the specific fundamental inflection that the turnaround thesis needed. Where the setup reads: • The Q2 print is category-defining: Vestis jumped 30% after beating on top-and-bottom line, raising the full-year outlook above the beat, and improving KPIs — meaning the specific inflection is now confirmed. • The William Blair upgrade is the specific institutional signal: upgrade to Outperform with management confident that Q4 will mark inflection into positive organic growth — meaning the specific timeline is committed. • Fundamentals are transitioning: 3% operating margin at 5.7% FCF yield at 0.63x TTM sales — meaning the underlying business is at a specific commercial-recovery point and the equity is priced on the specific ramp arriving. • The Cintas/UniFirst merger optionality is a specific bonus catalyst: the specific consolidation setup means Vestis has specific M&A optionality on top of operational recovery. Aug 4 earnings is the trigger. A number confirming continued KPI improvement plus specific commentary on positive organic growth timing extends the leg; a soft KPI print with muted commentary is the specific setup for the acceleration to compress.

VO

Voyager Technologies, Inc.$VOYGHot on

Aerospace & Defense

$25.90+3.48%

1Y-44.1%

363 posts+52%

Bullish sentiment

Voyager Technologies chatter is unambiguously bullish following the announcement of a multi-million-dollar contract for an agentic-AI spectrum-operations platform for an undisclosed program - with the CEO calling it 'one of the most important wins in our company's history.' Community sleuths speculate this is a $PLTR x $VOYG SDA edge-computing deal. NASA has also selected VOYG (along with LUNR and others) for Mars Advanced Surface Mobility Technology contracts. Rep. Maria Salazar's disclosed VOYG buys (~$15K on 4/14 and ~$50K on 6/15, both while serving on House Foreign Affairs) are being amplified as smart-money confirmation. Chart shows clean accumulation-into-breakout on volume and healthy retest through the space-sector drawdown.

AE

Aehr Test Systems$AEHRHot on

Semiconductors

$81.05-3.74%

1Y+423.6%

3,161 posts+74%

Bullish sentiment

Aehr Test Systems delivered a blowout print: FY2027 revenue guidance of $130-150M implies 160-200% growth, and management explicitly framed this as conservative because it excludes memory revenue and a newly benchmarked customer. The stock spiked as much as +40-50% intraday, then faded to a still-strong +22-30% close. Freedom Broker upgraded to Buy with a $110 target, treating the guide as a firm conversion schedule backed by record bookings. Bulls extend the thesis to the silicon-photonics customer ramp with follow-on orders, ISE Labs/ASE burn-in partnership with Sonoma and FOX platforms, and $TRT-linked burn-in-board supply. The most notable skepticism is trader-side: the fade off the highs punished chasers at $107-108.

XO

Xos, Inc.$XOSHot on

Auto - Manufacturers

$2.16+0.47%

1Y-37.6%

126 posts+179%

Bullish sentiment

Xos is +17% pre-market after announcing a $3M follow-on order for 12 Xos Hub mobile energy storage and charging units from a returning customer. Pre-market traders frame this as one of the rare positives in small caps. The chart shows wicks bouncing off $3.75 nicely. Trade plans: $4.40 entry with $5.20 breakthrough target. XOS is on the pre-market runner list alongside MSW/CHOW/HWH/KEEL/UK. Net tone is bullish on the order news + small-cap momentum.

BN

Bank of New York Mellon Corp$BNYHot on

Investment - Banking & Investment Services

$157.13-2.32%

1Y+60.5%

197 posts+107%

PendingInsufficient posts on X for reliable sentiment analysis.

ST

Neuronetics, Inc.$STIMHot on

Medical - Diagnostics & Research

$1.62-8.99%

1Y-57.7%

257 posts+42%

Bullish sentiment

Posters frame Neuronetics as an undercovered small cap, highlighting activist Jorey Chernett increasing his stake by $1.06M to 15.17% and reinforcing his prior demands for a comprehensive strategic review. Bulls cite the Greenbrook clinic network of 95-plus locations as the largest branded Spravato support footprint and the NeuroStar transcranial magnetic stimulation platform as a structural tailwind. Short float is noted at roughly 41%. The thin sample is uniformly constructive with no bearish content.

PS

Everpure, Inc$PSTGHot on

Computer Hardware

$86.22+9.14%

1Y+61.9%

19 posts

PendingInsufficient posts on X for reliable sentiment analysis.

CD

CareDx, Inc$CDNAHot on

Medical - Diagnostics & Research

$39.73-1.51%

1Y+236.4%

215 posts

PendingInsufficient posts on X for reliable sentiment analysis.

FR

Freshworks Inc.$FRSHHot on

Software - Application

$10.89-0.55%

1Y-23.3%

646 posts+45%

PendingInsufficient posts on X for reliable sentiment analysis.

AS

ASML Holding N.V.$ASMLHot on

Semiconductors

$1,747.58-2.09%

1Y+134.6%

3,980 posts+56%

Bullish sentiment

ASML delivered a blowout Q2: revenue of €9.3B up 21%, net income of €2.9B up 27%, and management raised full-year 2026 guidance to €43-45B, implying about 35% YoY growth. The EUV order book is essentially sold out through 2028, guided at 65 units in 2026, 85 in 2027 (near-fully booked) and 110 in 2028. A wave of analyst PT hikes followed, including Argus to $2,100, RBC to $2,100 and Futurum to $2,580, and BofA raised revenue estimates 13-15% across 2026-28. The one skeptical note: the stock traded flat despite the beat, which posters read as 'priced for perfection' rather than a break in the story.

CM

COMPASS Pathways plc$CMPSHot on

Medical - Care Facilities

$12.35-0.64%

1Y+218.3%

493 posts+14%

Bullish sentiment

Compass Pathways is being repriced upward by the Eli Lilly/AtaiBeckley transaction. Posters explicitly frame CMPS as cheaper and more advanced in TRD trials than ATAI, note that Cathie Wood's ARKG and Ally Bridge rotated from ATAI into CMPS earlier this year, and point to a fund holder list including Baker Bros, OrbiMed, Alyeska, RTW, Ikarian and Vivo. The company published post-hoc analysis distinguishing COMP360 trial monitoring and support from psychotherapy, with rolling NDA submission underway and TRD approval targeted by end of 2026. The whole psychedelic basket is being framed as the next likely M&A candidates alongside DFTX, GHRS and HELP, with CMPS the highest-conviction pick. A minor thread of profit-taking exists after the ATAI news.

GR

Gorilla Technology Group Inc.$GRRRHot on

Software - Infrastructure

$12.04+4.88%

1Y-40.3%

600 posts+58%

Mixed sentiment

Gorilla Technology fell roughly 27-29% after announcing a $125M convertible note offering with a $25.48 conversion price to fund the NeutraDC Batam AI data-center project in Indonesia. Bulls argue this is financing acceleration rather than distress: the company has secured multi-billion-dollar contracts, projected revenue near $250M, and short interest sits at 3.86M shares as of June 30. They set a buy zone of $12-16 and a $37.50 price target and cite Q2 earnings as the near-term catalyst. Skeptics counter that this is the second convert in six weeks and that the market rightly punishes serial dilution to fund equity portions of deployments; a $12 break would open $9.80 as the next support.

UP

Upwork Inc.$UPWKHot on

Staffing & Employment Services

$9.06-5.53%

1Y-32.4%

803 posts+42%

PendingInsufficient posts on X for reliable sentiment analysis.

CO

Compass, Inc.$COMPHot on

Software - Application

$12.00-1.48%

1Y+82.6%

967 posts+30%

Mixed sentiment

Ticker COMP mixes DeFi Compound protocol commentary (whale selling $1.3M on Kraken) with Compass Realty stock (up 46% since June 5 on real estate strength) and Nasdaq Composite technicals. The equity references skew constructive but crypto flow leans negative. Neutral-to-mixed by aggregate.

FL

Flex Ltd.$FLEXHot on

Hardware, Equipment & Parts

$119.25-1.54%

1Y+124.2%

236 posts+35%

Bullish sentiment

Flex chatter is bullish. Flex and Cerebras (CBRS) announced expanded manufacturing partnership to scale CS-3 AI-accelerator production ~7x through 2026 - a major bullish catalyst adding production lines, testing infrastructure. Flex's Q1 FY27 earnings date announced. Community members flag FLEX and VICR as tied dip-buys. Some traders using AI to come up with FLEX spinoff names for Q1 2027. Community broadly long.

TR

Trio-Tech International$TRTHot on

Semiconductors

$10.15-2.87%

1Y+251.2%

229 posts+72%

Bullish sentiment

TRT chatter is bullish AI-testing-sector. Community groups TRT with AEHR as top AI Testing Names leading rotations. AEHR's follow-on order 'confirms AI optical interconnect and hyperscale data-center SiPh production volumes are scaling in 2026, not slowing' - a direct read-through for TRT. Bulls target $22 on the daily double-bottom setup at $9 with resistance $13.7/$14.08/$16.45. Community sets $14 by end of month and $20+ before next earnings as achievable targets. Some grumble that sellers are 'trying to push AI names down' but community is patient long.

GT

GitLab Inc.$GTLBHot on

Software - Application

$32.72+3.04%

1Y-25.5%

653 posts+31%

Bullish sentiment

GitLab chatter is emphatically bullish. GTLB is now outperforming $IGV YTD after being 'existentially threatened by AI killing SDLC' - community treats this as one of the great false alarms. Bulls describe GTLB as a credibility-neutral AI-model platform with vast distribution and a bright future. Chart shows 211% RVOL close near HOD on a day when most peers closed near LOD. Community pounding-table under $25 has been vindicated; GTLB now approaching $35 with more upside argued. Options premium collectors love GTLB CC setup. Valuation gap to FROG called 'stupid.' No meaningful bear content.

PY

PayPal Holdings, Inc.$PYPLHot on

Financial - Credit Services

$56.56-0.30%

1Y-23.4%

5,571 posts+105%

Bullish sentiment

PayPal chatter is dominated by a single deal announcement: Stripe and Advent International submitted a non-binding joint offer to acquire PayPal for $60.50 per share, valuing the company at roughly $53B, backed by about $50B in bank financing. The stock jumped 15-25% in after-hours and above the $60 handle intraday, and a widely-shared unusually large $300k call trade at the $50 strike before the news was flagged as suspicious pre-positioning. Bulls celebrate the takeout after a long value drawdown. The critical thread argues management would be selling Venmo, Braintree and PYUSD at an all-time-low 10x forward earnings and that a bidding war with anti-trust concerns should push the price higher; several posters explicitly say the board should not accept $60.50.

AR

Ardelyx, Inc.$ARDXHot on

Biotechnology

$5.20+1.46%

1Y+15.0%

575 posts+36%

Bullish sentiment

Ardelyx bulls anchor to a $1.26B market cap versus roughly $600M annualized revenue run rate, a fresh Japanese Phase 3 post-hoc paper showing Tenapanor reduces phosphate-binder pill burden, and RJ maintaining a Strong Buy with a $19 target. Best-in-class narrative dominates: 'the drug works and is best in class,' 400M+ revenue last year, growth trajectory strong. The bear voice cites poor execution (ARDX and TMDX called 'two of the worst stocks in the market' by frustrated longs) and a CEO who did not properly address the Form 483, but the dominant tone is undervalued vs fundamentals.

HL

Hecla Mining Company$HLHot on

Silver

$14.33-1.31%

1Y+140.8%

999 posts+59%

Bullish sentiment

Silver miner Hecla Mining is moving alongside precious-metals peers after months of drawdowns, framed as consolidation following a huge uptrend. NVRO Metals and Hecla signed an MOU to process 35,000 tonnes at the NVRO Metals Hub in Australia's Northern Territory, adding to the constructive backdrop.

BT

B2Gold Corp.$BTGHot on

Gold

$3.67+0.27%

1Y+7.6%

726 posts+40%

Bullish sentiment

B2Gold's new CEO Mike Cinnamond faces the Goose mine ramp-up test to restore its million-ounce-per-year status, with Iran-driven FUD pushing shares back to $3.72. Traders describe the miner as trading near net cash at $4k+ gold with an accumulated FCF path implying roughly 0.2 EV/FCF by 2030 assuming disciplined capital deployment.

UA

Under Armour, Inc.$UAAHot on

Apparel - Manufacturers

$7.43+2.48%

1Y+8.6%

840 posts+46%

PendingInsufficient posts on X for reliable sentiment analysis.

XY

Block, Inc.$XYZHot on

Software - Infrastructure

$79.94-1.94%

1Y+13.0%

730 posts+36%

Bullish sentiment

Block Inc chatter is bullish. Barclays initiated coverage with Buy and a $100 price target (33% upside from spot). Mizuho reiterated Outperform with $100 PT, calling XYZ's new 'Neighborhoods' loyalty program the biggest lever for fundamentally changing network growth. Bulls describe the management team led by Jack (Dorsey), Owen Jennings and Nick Molnar as one of the best in fintech. Community celebrates 9,000 BTC on the balance sheet and Wall Street getting comfortable with fintech again as energy comes off. A softer negative: XYZ entered a $45M multistate settlement over Cash App safety practices, which community calls 'regulatory extortion.' Bulls dominate.

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