After-Hours Stock Movers: FFIV, CDNS, APLD, RMBS, ESI, SANM

After-Hours Stock Movers:

F5 Networks (NASDAQ: FFIV)

F5 Networks rose 2% after beating Q3 top- and bottom-line estimates, reporting an EPS of $4.73 ($0.73 ahead of expectations) on revenue of $865 million. Strong enterprise multi-cloud software demand also prompted management to raise its full-year 2026 EPS guidance to $17.21–$17.33 (well above the $16.49 consensus), alongside an upbeat Q4 outlook.

Cadence Design Systems (NASDAQ: CDNS)

Cadence Design Systems climbed 5% following a solid Q2 report with an EPS of $2.11 on $1.58 billion in revenue. The electronic design automation (EDA) software maker also raised its full-year 2026 outlook, lifting expected revenue up to $6.34 billion and EPS to $8.05–$8.15. Surging customer investments in complex chip architectures and custom AI silicon continue to fuel sustained software license demand.

Applied Digital (NASDAQ: APLD)

Applied Digital surged 1.5% after crushing Q4 expectations, delivering an EPS of $0.04 compared to analyst loss estimates of ($0.19). Revenue reached $258.7 million, drastically outperforming the $95.32 million Wall Street consensus. Rapid high-performance computing (HPC) data center construction and host facility monetization drove the massive top-line expansion.

Rambus (NASDAQ: RMBS)

Rambus stock rose 3% after delivering record total quarterly revenue of $207.4 million—which surpassed consensus targets—and non-GAAP EPS of $0.77. Record product revenue reached $99.2 million, driven by strong adoption of its DDR5 memory interface chips for data center servers. The chip-IP developer also issued Q3 revenue guidance of $210–$216 million, safely clearing analyst estimates.

Element Solutions (NYSE: ESI)

Element Solutions edged up 2% after reporting a record Q2 with an adjusted EPS of $0.47 (topping the $0.43 estimate) and revenue of $977.9 million. The specialty chemicals provider raised its full-year 2026 adjusted EBITDA outlook to $690–$710 million and projected Q3 adjusted EBITDA around $180 million, bolstered by acquisitions and strong electronics end-market momentum.

Sanmina (NASDAQ: SANM)

Sanmina fell 4.5% despite reporting strong Q3 results with an EPS of $3.31 on revenue of $3.46 billion, both topping analyst estimates. The pullback was driven by light near-term top-line guidance, as Q4 projected revenue of $3.3–$3.6 billion came in below the $3.52 billion Wall Street mid-point expectation, raising short-term growth concerns despite raised full-year EPS targets.

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