Palantir a high-risk investment with ’a one-of-a-kind growth and margin model’
After-hours movers:
Applied Materials (NASDAQ:AMAT) fell 4% despite second quarter EPS that topped consensus, after revenue trailed estimate slightly and guidance was lackluster. Revenue was $7.10 billion, up 7 percent year over year.
Take-Two Interactive Software (NASDAQ:TTWO) fell 2.5% after full year bookings guidance missed estimates, although its delay of Grand Theft Auto VI was already known.
CAVA Group (CAVA) fell 3.6% despite strong quarterly results and guidance. CAVA Same Restaurant Sales Growth was 10.8%, including guest traffic growth of 7.5%.
Doximity, Inc. (DOCS) fell 20% despite quarterly results that topping consensus, after guidance disappointed investors. Doximity, Inc. sees Q1 2026 revenue of $139-140 million, versus the consensus of $143.4 million.