ServiceTitan delivered a clean double beat and raised full-year guidance. The stock only gapped modestly higher at the open but trended into a ~10% gain by the close, validating the upside bias while falling short of the predicted gap size.
Ulta’s Q3 FY25 delivered a clean beat on both EPS and revenue with raised full-year guidance, fueling an ~8% gap up and ~12.5% reaction-day rally that rewarded upside-biased positioning.
Salesforce delivered a decisive EPS beat, essentially inline revenue, and a guidance raise powered by Agentforce and Data 360. The stock gapped a little over 2% higher and finished up ~3.7%, a clean upside reaction but smaller than the 7–8% move options were pricing.
UiPath delivered a clean beat on revenue and EPS, raised its outlook, and turned its call-heavy options setup into an 8% gap and a 24% next-day rally.
Snowflake delivered a clean EPS and revenue beat, but in-line-to-soft growth and margin guidance turned a forecasted 11% upside gap into an ~8% downside open and an 11% full-session selloff.
American Eagle turned a marketing-fueled beat into a mid-teens upside squeeze, with raised guidance and a move that slightly outpaced the implied earnings straddle.
CrowdStrike delivered a classic beat-and-raise quarter with record ARR and strong guidance, yet the stock opened down ~3.6% before ripping off the lows to finish modestly green.
Marvell delivered a clean AI-driven beat with upbeat guidance, sending the stock roughly 8% higher from the pre-earnings close and validating a bullish setup.
Okta beat Q3 FY26 EPS and revenue expectations and raised full-year guidance, but the stock gapped down nearly 8% before reversing to finish the earnings session more than 5% higher, leaving the preview right on fundamentals but wrong on the initial move.
