Peloton, Sandisk, AppLovin lead premarket declines while Versant Media and DoorDash gain

Earnings
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Summary · why it matters

Several stocks made significant premarket moves following earnings reports and guidance updates. Peloton Interactive sank nearly 14% after reporting a year-over-year decline in active paying subscribers of 8.8%, despite revenue topping expectations. Moderna rose 4% after the FDA approved its mRNA flu vaccine, mFlusiva, for adults 50 and older. Versant Media jumped 5% after raising its full-year outlook and beating top and bottom lines, now expecting 2026 revenue of $6.2 billion to $6.45 billion and adjusted EBITDA of $1.9 billion to $2.05 billion. Warby Parker shed 7% after second-quarter revenue of $235.5 million missed the LSEG consensus estimate of $238 million, though EBITDA topped expectations and full-year guidance was reaffirmed. IonQ rose 3.9% on better-than-expected second-quarter revenue and full-year revenue guidance of $280 million to $290 million, exceeding the FactSet consensus of $268.6 million. Sandisk slid 10% as first-quarter revenue guidance of $10.3 billion to $10.8 billion appeared to disappoint traders, with the LSEG consensus at $10.47 billion, despite fourth-quarter beats. Figma shed 14% after full-year adjusted operating income guidance of $125 million to $135 million came in soft versus the FactSet consensus of $133.2 million. DoorDash added 4% after quarterly revenue of $4.45 billion beat the LSEG consensus of $4.34 billion. Zillow slid more than 11% after expanding CFO Jeremy Hofmann's role to include COO, while also reporting adjusted EPS of 52 cents beating estimates of 45 cents and revenue of $772 million beating estimates of $758 million, a day after announcing about 500 layoffs. Western Digital slumped more than 15% as current-quarter projections underwhelmed, calling for adjusted earnings of $4 a share on revenue of $4.1 billion, versus consensus of $3.81 a share on $4.04 billion. Salesforce fell almost 5% after naming Miguel Milano as operating chief. Duolingo tumbled 7% after current-quarter revenue guidance of $302 million missed the FactSet consensus of $303.9 million. Bumble fell 5% after posting a second-quarter loss of 84 cents per share versus an expected profit of 25 cents, and issuing third-quarter adjusted EBITDA guidance of $56 million to $60 million below the $68.7 million consensus. AppLovin tanked nearly 20% after third-quarter adjusted EBITDA guidance of $1.71 billion to $1.74 billion missed the StreetAccount consensus of $1.75 billion.

Impact on stocks 15

Consumer Discretionary± Mixed · 4 stocks
Warby Parker Inc
WRBY
▼ NegativeCapitalrelevance

Q2 revenue missed consensus, though EBITDA topped and guidance reaffirmed.

Cloud & Digital Infrastructure▼ · 3 stocks
Figma, Inc.
FIG
▼ NegativeCapitalrelevance

Full-year adjusted operating income guidance came in soft versus consensus.

Communication Services▲ · 2 stocks
Artificial Intelligence▲ · 2 stocks
Semiconductors▼ · 1 stocks
Sandisk Corp
SNDK
▼ NegativeCapitalrelevance

First-quarter revenue guidance of $10.3B-$10.8B disappointed traders despite Q4 beats.

Real Estate▼ · 1 stocks
Zillow Group Inc Class C
Z
▼ NegativeCapitalrelevance

Expanded CFO role to COO and announced layoffs, despite beating EPS and revenue estimates.

Quantum Computing▲ · 1 stocks
IONQ Inc
IONQ
▲ PositiveCapitalrelevance

Better-than-expected Q2 revenue and raised full-year revenue guidance.

Biotech & Genomic Medicine▲ · 1 stocks
Moderna Inc
MRNA
▲ PositiveTechnologyrelevance

FDA approval of mRNA flu vaccine for adults 50 and older.

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