After-hours movers: Palantir, Hims & Hers Health, Sarepta Therapeutics, Sanmina

Novo Nordisk earnings preview: Barclays and BofA weigh in

November 4, 2025 4:00 PM EST

Barclays and Bank of America both expect Novo Nordisk's (NYSE: NVO) third-quarter results on November 5 to come broadly in line with expectations but warn the drugmaker could lower the upper end of its 2025 guidance as prescription trends soften.

Barclays analyst Yihan Li said the bank now models +10.9% FY25 topline CER growth (generally in-line with guidance... More

Raymond James on Palantir (PLTR): 'was priced to perfection and valuation still sits at 85x 2026 sales'

November 4, 2025 11:49 AM EST

Raymond James analyst Brian Gesuale reiterated a Market Perform rating and {REMOVEPT} price target on Palantir Technologies Inc. (NASDAQ: PLTR).

The analyst comments "PLTR delivered a standout 3Q25 driven by record U.S. Commercial momentum, accelerating U.S. Government execution, and a sharp inflection in deal activity. Revenue of $1.181B (+63% y/y) topped consensus by ~10%, with adj.... More

Hims and Hers (HIMS) PT Lowered to $48 at Jefferies, 'want to see proof points of consumer traction'

November 4, 2025 8:06 AM EST

Jefferies analyst Glen Santangelo lowered the price target on Hims and Hers (NYSE: HIMS) to $48.00 (from $51.00) while maintaining a Hold rating.

The analyst comments "HIMS delivered a solid Q3, with revs, EBITDA, & EPS beating Street ests by 3%, 15%, & 30% respectively. EBITDA margins of 13.1% beat Street... More

Needham on Hims and Hers (HIMS): 'we believe this incremental near-term investment and likely growing pains'

November 4, 2025 5:13 AM EST

Needham analyst Ryan MacDonald reiterated a Hold rating on Hims and Hers (NYSE: HIMS).

The analyst comments "We are reiterating our Hold rating on Hims & Hers Health (HIMS) following the company's earnings print in which a 3Q beat was offset... More

Palantir Technologies Inc. (PLTR) PT Raised to $255 at BofA Securities

November 4, 2025 4:46 AM EST

BofA Securities analyst Mariana Perez Mora raised the price target on Palantir Technologies Inc. (NASDAQ: PLTR) to $255.00 (from $215.00) while maintaining a Buy rating.

The analyst comments "On the notion of real vs. fake AI we continue to expect growth would accelerate as more... More

BTIG Hims and Hers (HIMS): 'MAHA is being Implemented through HIMS with Proactive Health'

November 4, 2025 4:35 AM EST

BTIG analyst David Larsen reiterated a Buy rating and $85.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "On Monday, 11/3/25 AMC, HIMS reported good 3Q:25 results. Revenue of $599M +49% y/y exceeded BTIG / consensus / guidance of $580.1M / $580M / $570M-$590M and adjusted EBITDA of $78.4M +53% y/y also came in well ahead of BTIG / consensus / guidance of $70.5M / $68M / $60M-$70M. HIMS... More

Palantir Technologies Inc. (PLTR) PT Raised to $50 at RBC Capital, 'U.S. Strength Masks Structural Limits'

November 4, 2025 4:26 AM EST

RBC Capital analyst Rishi Jaluria raised the price target on Palantir Technologies Inc. (NASDAQ: PLTR) to $50.00 (from $45.00) while maintaining a Underperform rating.

The analyst comments "Palantir reported a strong quarter, with revenue growth of 63% YoY and R40 of 114%. Shares traded down ~4% AH. Results remain... More

Michael Burry's Scion Asset Management Updates 13F

November 3, 2025 4:54 PM EST

Michael Burry's Scion Asset Management Updates 13F

https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/xslForm13F_X02/infotable.xmlNotable:New Puts in Palantir (NASDAQ: PLTR) and NVIDIA (NASDAQ: NVDA). New Calls in Pfizer (NYSE: PFE) and Halliburton (NYSE: HAL).New Equity in Molina Healthcare (NYSE: MOH)
... More