US markets live · August 6, 2026

Five9's Q2 2026 revenue rose 10.3% year over year to $312.4 million, beating estimates, with EPS also ahead of consensus. The company raised full-year guidance to $1.27 billion at the midpoint. FIVN rose roughly 16% on the report.

Doximity's fiscal Q1 revenue rose 7.3% to $156.6 million, beating estimates, and the company raised full-year guidance to $671-681 million from $664-676 million. DOCS jumped roughly 36% — even though non-GAAP EPS of $0.29 came in slightly below consensus.

The Trade Desk's Q2 2026 revenue grew just 3% year over year — down from 19% growth a year earlier — and Q3 guidance came in nearly 20% below what analysts expected. TTD fell roughly 23% on the report, adding to a stock that had already collapsed about 78% over the prior year.

Vital Farms terminated its share buyback program on August 3, 2026 as a condition of a new $60 million lending facility, then reported Q2 revenue down 10.1% to $166 million on egg oversupply. VITL still rose nearly 5% — the market appears to have cared more about reaffirmed full-year guidance than the loss of buybacks or the revenue decline.

China's Cybersecurity Review Office opened a formal review into Palo Alto Networks products on August 6, 2026, under the same legal authority it used against Micron in 2023 — a review that ultimately led Chinese operators of critical infrastructure to stop buying Micron's chips. PANW rose on the news rather than falling.

Alkami Technology has launched a formal sale process after drawing interest from potential acquirers, following months of public pressure from activist investor Jana Partners. Advisers have begun contacting private equity firms; no deal is guaranteed, and Alkami's market value is roughly $2 billion.

Solaris Energy Infrastructure is little changed today, giving back a small part of yesterday's 8.2% jump that followed a quarter with 47% revenue growth and a sharp free-cash-flow turnaround.

BlackLine remains lower today, deepening its post-earnings decline after beating estimates but disclosing that customer scrutiny over AI governance is stretching its deal cycles.

EPAM Systems remains sharply lower today, deepening its post-earnings decline after beating estimates but cutting its full-year growth outlook and disclosing a sharp drop in cash on hand.

Limbach Holdings remains sharply lower after a 35.5% single-day drop that followed a release in which the company raised full-year revenue guidance and cut full-year profit guidance at the same time.

Amtech Systems is trading lower today, reversing its initial jump on a fiscal third-quarter beat driven by roughly 120% growth in AI-related revenue — even though nothing in the earnings themselves has changed since the report.

Delcath Systems is trading lower today, giving back part of this morning's gain that followed a swing to profit driven by 30% growth in HEPZATO procedure volume.

Expedia is holding a gain after beating Q2 2026 earnings and revenue estimates for the sixth consecutive quarter and raising full-year guidance.

ThredUp is trading slightly higher today, recovering a small part of yesterday's 10.5% drop that followed a broadly in-line quarter overshadowed by cuts to both next-quarter and full-year revenue guidance.

MarketWise is little changed today, holding near the level it settled at after a sharp drop on a GAAP loss that missed estimates by a wide margin — even though preliminary billings figures released weeks earlier had shown 56% year-over-year growth.

Warby Parker is trading higher today, recovering part of yesterday's 11% drop — a reaction that looked large relative to a revenue miss of less than 1% and earnings that came in exactly in line with estimates.

HubSpot is trading higher today, recovering part of yesterday's post-earnings decline that followed a beat-and-cut quarter — strong headline numbers paired with lowered full-year guidance and a customer-growth shortfall tied to a deliberate AI-pricing shift.

Ensysce Biosciences is trading sharply higher today, extending its initial reaction to this morning's announcement that it completed the acquisition of Cy Biopharma alongside financing lined up to as much as $77.2 million.

Alpha Teknova is trading higher today, continuing to build on yesterday's reaction to record quarterly revenue, a narrower loss, and raised full-year guidance — a clean quarter with no offsetting weak spot.

Sabre is trading higher today after reporting a wider-than-expected quarterly loss — because revenue and adjusted EBITDA both beat estimates by a wide margin, which mattered more to investors than the per-share loss.

Parker-Hannifin is little changed today, holding yesterday's gain after beating fiscal fourth-quarter 2026 adjusted earnings estimates by more than 12%, one of its widest surprises in recent quarters.

Peloton is roughly flat today, holding near the level it settled at after yesterday's 12.3% drop — a reaction to rising subscriber churn that overshadowed the company's first full year of GAAP profit.

Gogo is trading lower today after missing second-quarter earnings and revenue estimates, driven by an 8% year-over-year decline in its core business aviation segment — even as its military and next-generation satellite businesses grew.

Datadog is trading lower today after beating both earnings and revenue estimates — the stock plunged 23.5% within minutes of the report, nearly double the swing options markets had priced in, and has only recovered a small part of that drop.

Sunrun is roughly flat today, stabilizing after yesterday's 12.4% drop that followed a quarter where the residential solar installer beat revenue estimates by 19% — and cut its full-year subscriber-value and cash-generation guidance on the same call.

ZoomInfo is trading higher again today, holding most of yesterday's 12.6% jump that followed a quarter where revenue grew just 1.2% — a small beat against a bar that had been set low by several quarters of decelerating growth.

Figma is trading sharply higher today, recovering nearly all of yesterday's 13.7% post-earnings drop, even though nothing in the underlying numbers has changed since the report.

Envista is trading higher today, recovering part of yesterday's 14.3% drop that followed a quarter where the dental-products company beat both earnings and revenue estimates and raised its full-year outlook.

Oscar Health reported second-quarter earnings of $1.10 per share, versus a loss a year ago, and beat revenue estimates by more than $100 million — and jumped as much as 17.2% within minutes of the release. By the time the regular session opened, that gain had reversed into a small net decline.

Clearfield is trading higher today, clawing back part of yesterday's 17.3% drop after the company cut full-year revenue guidance on slowing telecom fiber demand — while also disclosing a new $22 million data-center order.

LifeMD cut its full-year guidance as a shift from compounded to branded GLP-1 weight-loss drugs changed how the company recognizes revenue and acquires new patients.

The European Commission made it formal: the first orphan designation ever granted for generalized pustular psoriasis — five weeks after the committee opinion the wires blurred it with.

Arcutis beat Q2 2026 estimates on both EPS and revenue and raised full-year guidance, on continued strength in its ZORYVE dermatology franchise.

Cooper-Standard swung to an adjusted loss on oil-driven cost inflation and tariffs, even as revenue grew and the company kept its full-year guidance midpoint intact.

Amplitude grew annual recurring revenue 22% in Q2 2026 and raised full-year guidance, adding new AI agent features to its analytics platform.

ADMA Biologics reaffirmed full-year guidance and grew gross margin sharply in Q2 2026, driven by its lead immunoglobulin product ASCENIV.

Klaviyo raised its full-year guidance and grew revenue 26%, and announced a same-day acquisition — but growth decelerated from the prior quarter and the raise itself was smaller than the company's usual pattern.

UTI narrowed its full-year guidance after high-school enrollment starts for the fourth quarter came in below plan, even as revenue and student enrollment kept growing.

Viavi beat Q4 and full fiscal-year 2026 estimates, with revenue up 40% for the year, but only issued guidance for the next quarter — not the full new fiscal year.

Oportun outperformed its own Q2 2026 guidance on both revenue and adjusted EBITDA, with delinquency rates at their lowest since 2021, and raised its full-year outlook.

TaskUs raised its full-year guidance as its AI Services business grew 26% year-over-year, outperforming its own Q2 2026 targets.

Portillo's cut its full-year outlook and disclosed an 18% corporate workforce reduction, as it chose not to repeat last year's promotions and margins slipped.

Everspin beat Q2 2026 estimates on a new government contract and industrial demand, a day after announcing a memory-technology partnership aimed at AI data centers.

CF Industries missed Q2 2026 estimates as nitrogen prices retreated from earlier highs, even as the company raised its dividend 20% and kept buying back stock.

Block beat on both revenue and adjusted EPS and raised full-year guidance, with payment volume growth accelerating — even as GAAP net income fell sharply from a year earlier.

Akebia beat Q2 2026 estimates as its newer drug Vafseo kept growing, even as total revenue fell year-over-year because its older drug Auryxia lost ground to generic competition.

Forward Air beat revenue estimates and more than doubled its underlying operating income, even though a large non-cash goodwill impairment made the headline EPS number look much worse.

Inseego delivered revenue ahead of its own guidance in Q2 2026, launched a new 5G device across all three major US carriers, and expanded its working-capital facility.

Duolingo beat Q2 2026 estimates and daily active users accelerated to 23% growth, but the stock fell on a soft forward revenue guide and compressed margins.

Root beat EPS estimates by a wide margin in Q2 2026, but revenue landed narrowly below estimates, and shares fell anyway.