Broadcom (NASDAQ: AVGO)

Broadcom fell 3.5% after issuing soft fourth-quarter revenue guidance. While Q3 earnings cleared Wall Street targets ($3.32 EPS vs. $3.21 expected on $29.59 billion in revenue), Q4 revenue guidance of $34.8 billion came in just under the $35.05 billion consensus estimate, triggering a pullback as investors weighed non-AI semiconductor headwinds against custom AI ASIC growth.

Snowflake (NYSE: SNOW)

Snowflake jumped 21% following a solid beat-and-raise Q2 performance. The cloud data platform reported an EPS of $0.62 (beating the $0.45 estimate) on revenue of $1.55 billion. Management also provided strong forward guidance, projecting Q3 revenue of $1.588–$1.593 billion alongside full-year fiscal 2027 revenue of $6.07 billion (topping the $5.84 billion consensus) as enterprise AI data engineering workloads accelerate.

Hewlett Packard Enterprise (NYSE: HPE)

Hewlett Packard Enterprise fell 1% despite delivering a clean beat-and-raise Q3 report ($1.11 EPS vs. $0.92 expected on $12.2 billion in revenue). Management raised its full-year fiscal 2026 EPS guidance to $3.75–$3.85 and issued upbeat Q4 revenue targets of $13.9–$14.8 billion, but profit-taking took hold following read-through gains inspired by Dell's earnings earlier in the week.

NetApp (NASDAQ: NTAP)

NetApp dropped 7% in a "sell-the-news" move despite raising its full-year outlook across the board. The hybrid cloud storage leader posted fiscal Q1 EPS of $2.58 on $2.03 billion in revenue and raised its full-year EPS guidance to $9.73–$10.03 (up from $8.70–$9.00), but elevated market expectations entering the print prompted short-term profit-taking.

Netskope (NASDAQ: NTSK)

Netskope rose 16% after beating Q2 top- and bottom-line estimates, reporting a loss per share of ($0.03) on revenue of $221 million. The cloud security specialist boosted its full-year fiscal 2027 revenue guidance to $888–$892 million and narrowed its full-year EPS loss estimate to ($0.15), confirming strong enterprise momentum for its Secure Access Service Edge (SASE) platform.

ChargePoint Holdings (NYSE: CHPT)

ChargePoint surged 16% following a narrower-than-expected Q2 loss of ($1.35) per share, beating analyst estimates by $0.25. Revenue reached $116 million (above the $105.43 million consensus), driven by operational cost discipline and expanding commercial EV charging network deployments.

Five Below (NASDAQ: FIVE)

Five Below rose 3% after delivering a Q2 beat and raising full-year targets. The discount retailer reported an EPS of $1.68 on $1.26 billion in revenue and lifted its full-year sales outlook to $5.63–$5.71 billion (up from $5.40–$5.48 billion), buoyed by strong back-to-school traffic and new store openings.

Tilly's, Inc. (NYSE: TLYS)

Tilly's skyrocketed 32% after posting a blowout Q2 beat and strong Q3 guidance. The action sports apparel retailer delivered Q2 EPS of $0.27 on $163.5 million in revenue, while projecting Q3 EPS of $0.07–$0.12 (crushing loss expectations of ($0.072)) on net sales of $150–$155 million.

PVH Corp. (NYSE: PVH)

PVH Corp. dropped 3% despite a Q2 bottom-line beat ($3.70 EPS vs. $3.08 expected on $2.1 billion in revenue). The parent company of Tommy Hilfiger and Calvin Klein issued full-year fiscal 2027 EPS guidance of $11.80–$12.10, which came in slightly below the Wall Street midpoint consensus of $12.08 due to macroeconomic softness in Europe.

Ultragenyx Pharmaceutical (NASDAQ: RARE)

Ultragenyx plummeted 40% after announcing that its Phase 3 Aspire study for apazunersen (GTX-102) in Angelman syndrome failed to meet its primary endpoint of change in the Bayley-4 cognitive raw score, as well as its key secondary endpoint, severely impacting the development timeline for the program.