Stocks making the biggest moves after hours: Ford, Teradyne, Visa, KLA Corp and more
After-hours movers included Ford, Teradyne, Visa, KLA, Seagate, CoStar, Rocky Brands, Mondelez, Varonis, PPG, NXP, Skyworks, Manhattan Associates, and others. Ford shares rose on Q2 adjusted earnings and a higher 2026 outlook. CoStar fell after revenue missed forecasts. Seagate gained on stronger-than-expected guidance. Teradyne jumped after Q2 and Q3 forecasts beat estimates.
How this was made
The 30-second read
Why it matters
The actionable element is the immediate repricing from after-hours guidance and earnings prints, which can carry into the next regular session via gap risk and momentum.
Market read
Traders can use the specific beat or miss versus consensus to anticipate next-session volatility and momentum in each affected name.
What to watch
For tariff-refund aided results (RCKY) and reaffirmed full-year guidance despite misses (PPG), the market may later reprice durability and segment-level drivers once management provides more detail.
Background
This is a multi-stock after-hours wrap summarizing earnings and guidance reactions, with each name tied to a specific beat or miss versus consensus.
Ticker impact
Ford shares surged 6% after posting Q2 adjusted earnings that beat expectations and raised its 2026 earnings outlook.
Likely continued volatility into the next session as traders digest the raised full-year outlook versus the revenue miss.
The article cites both a beat and a raised outlook as the catalyst for the after-hours jump, with only a minor offset from revenue.
Rocky Brands jumped 16% after reporting Q2 adjusted EPS that more than tripled year over year, aided by tariff refunds.
Potential follow-through buying, but traders may discount the durability of tariff-refund benefits.
The catalyst is clear (EPS surge), but the article frames tariff refunds as an aid, which can raise questions about repeatability.
Mondelez rose 1% after Q2 profit and revenue beat estimates and adjusted gross margin came in above consensus.
Likely limited upside follow-through given the small after-hours gain, unless broader guidance surprises emerge.
The article includes multiple beats, but the magnitude of the after-hours move is small.
Varonis shares dropped 8% as its current-quarter guidance disappointed and third-quarter adjusted EPS guidance trailed consensus.
Near-term pressure likely persists as traders reprice the guidance gap versus consensus.
The article explicitly links the after-hours drop to guidance ranges versus FactSet estimates.
PPG fell 4% after Q2 adjusted EBITDA missed Wall Street estimates, even though it reaffirmed full-year EPS guidance.
Choppy trading risk, with direction depending on how investors weigh the EBITDA miss versus the maintained outlook.
The article provides a clear miss and a reaffirmation, but does not quantify how investors interpret the gap.
Seagate rose 8% after issuing an outlook that beat analysts' expectations for first-quarter adjusted EPS and revenue.
Potential continuation higher if the market treats the outlook as a demand signal for the storage cycle.
The article cites a clear beat versus LSEG on both EPS and revenue, matching the magnitude of the after-hours move.
Manhattan Associates climbed 7% after Q2 earnings and revenue topped estimates and it raised full-year profit and revenue forecasts.
More favorable near-term tape as raised full-year guidance can support multiple expansion.
The article explicitly states beats plus raised full-year forecasts, which is a strong, actionable catalyst.
Visa lost almost 2% after its 2026 fiscal-year guidance underwhelmed the Street, despite reaffirming mid-teens adjusted EPS growth.
Likely continued sensitivity to any further details on 2026 assumptions, with downside bias if traders focus on the underwhelming guidance.
The article provides the underwhelming guidance characterization but does not include the specific guidance components that missed.
Market effects
Broad read-through across autos, real estate tech, data security, semicap equipment, and payments, with guidance revisions driving sector sentiment.
Primarily US large-cap and mid-cap after-hours sentiment, likely influencing next-session index futures via constituent moves.
Semiconductor equipment and storage outlook beats/misses can affect global supply-chain sentiment and risk appetite for tech cyclicals.
Counterpoint
Some moves may overreact to near-term guidance ranges; traders could fade extremes if the guidance misses are driven by temporary factors not detailed here.
Key entities
- companyFord Motor
After-hours surge tied to Q2 adjusted earnings beat and raised 2026 outlook.
- companyCoStar
After-hours drop tied to Q2 revenue miss and weaker current-quarter revenue guidance.
- companyTeradyne
After-hours surge tied to Q2 results and Q3 forecasts topping Street estimates.
- companyVisa
After-hours decline tied to 2026 guidance underwhelming the Street despite reaffirmed mid-teens EPS growth.
