Stocks making the biggest moves after hours: Sandisk, Western Digital, E.l.f. Beauty, AppLovin & more
After-hours moves included AppLovin down about 18% after Q3 adjusted EBITDA guidance of $1.71B to $1.74B missed $1.75B consensus and revenue narrowly missed. DoorDash rose 1% on Q revenue of $4.45B vs $4.34B. Western Digital fell over 10% on Q outlook. Other movers: Zillow -9%, Sandisk -5%, Salesforce -4%, Block -2%, Duolingo -11%, Figma -15%, e.l.f. Beauty -2%, Bumble -5%.
How this was made
The 30-second read
Why it matters
The newest actionable information is the specific after-hours guidance and earnings comparisons versus LSEG or FactSet, which directly explains the magnitude and direction of extended-trading moves.
Market read
Guidance misses and earnings surprises are driving the after-hours repricing, creating near-term trading opportunities in the affected names.
What to watch
The article does not include full forward guidance detail for all names, so traders may be over-weighting the single metric cited (EBITDA, revenue, bookings, operating income) without segment-level context.
Background
This is a multi-company after-hours movers roundup, summarizing earnings and guidance versus consensus for several US-listed stocks.
Ticker impact
AppLovin shares fell nearly 18% after Q3 projections missed consensus, with adjusted EBITDA guidance below StreetAccount.
Bearish bias for extended trading and subsequent sessions until analysts digest the EBITDA and revenue gap.
The article cites a specific guidance range versus consensus and ties it directly to the after-hours selloff.
DoorDash advanced about 1% after quarterly revenue beat LSEG consensus, despite EPS landing in line.
Mildly bullish near-term drift, with focus shifting to forward guidance not provided here.
The move is explained by a revenue beat, but the article does not include forward guidance details.
Zillow dropped roughly 9% after expanding CFO Jeremy Hofmann’s role to include COO duties, alongside a post-bell earnings beat.
Short-term downside risk persists if investors interpret the reshuffle as signaling cost or strategy changes.
The article links the drop to the role expansion, but does not provide the market’s rationale beyond the timing.
Western Digital shares slid more than 10% after current-quarter projections came in below traders’ expectations.
Bearish continuation risk until the company’s revenue and EPS outlook stabilizes versus estimates.
The article provides explicit adjusted EPS and revenue guidance versus consensus and ties it to the magnitude of the selloff.
SanDisk fell about 5% as first-quarter revenue guidance range looked light versus the LSEG consensus.
Near-term bearish bias, with traders watching whether subsequent quarters re-accelerate.
The article cites a specific revenue guidance range and compares it directly to consensus.
Salesforce shares fell over 4% after announcing Miguel Milano as operating chief, with the stock down sharply YTD.
Likely limited follow-through unless additional guidance or strategy details emerge.
The article provides the exec change but no new financial targets or operational metrics.
Duolingo tumbled about 11% after revenue guidance and bookings guidance missed FactSet consensus.
Bearish continuation in the near term until the company clarifies drivers of the shortfall.
The article provides both revenue and bookings guidance versus consensus and ties it to the magnitude of the selloff.
Figma dropped about 15% after full-year adjusted operating income guidance came in soft versus FactSet consensus.
Downward pressure likely persists as the market reprices FY operating income expectations.
The article includes the guidance range and consensus comparison and links it directly to the after-hours move.
Market effects
Storage and software names show guidance-driven repricing, reinforcing a risk-off tape for companies with near-term outlook misses.
Primarily US extended-trading sentiment; could spill into next-session risk appetite for tech and consumer internet.
Limited direct global macro content, but storage demand expectations can influence broader semiconductor and hardware sentiment.
Counterpoint
Some declines may be expectation resets rather than fundamental deterioration, especially where prior-quarter results beat (e.g., SanDisk, Zillow, Figma).
Key entities
- companyAppLovin
Marketing platform operator with Q3 projections and revenue narrowly missing consensus.
- companyDoorDash
Meal delivery platform with a revenue beat but in-line EPS.
- companyZillow
Real estate marketplace with a CFO role expansion and a post-bell earnings beat.
- companyWestern Digital
Data storage company with current-quarter outlook below consensus.
- companySanDisk
Memory chip giant with first-quarter revenue guidance below consensus.
