Stocks making the biggest moves after hours: Twilio, Airbnb, DraftKings, Trade Desk and more
After-hours moves followed Q2 results and guidance for several public companies. Airbnb shares rose about 7% after reporting EPS $1.37 on revenue $3.61B vs LSEG forecasts of $1.25 and $3.58B. Twilio gained ~16% on Q1 outlook and raised FY revenue growth. Trade Desk fell ~22% on Q2 misses. DraftKings, Sweetgreen, Lyft, Akamai, Instacart, Cloudflare and Dropbox also moved on earnings.
How this was made
The 30-second read
Why it matters
Traders can use the specific beat or miss versus consensus and the magnitude of the after-hours move to anticipate next-session estimate revisions and positioning changes across software, ad tech, cloud, and consumer internet.
Market read
The article provides concrete, consensus-relative earnings and guidance numbers that explain large after-hours repricings, especially for Twilio, Trade Desk, and Cloudflare.
What to watch
The wrap does not include full guidance detail for every company (e.g., whether beats were driven by one-time items), which can matter for follow-through.
Background
This is a multi-company after-hours earnings and guidance reaction roundup, citing LSEG consensus comparisons for Q2 results and current/full-year outlooks.
Ticker impact
Airbnb shares surged about 7% after Q2 earnings and revenue beat LSEG forecasts.
Bullish near-term bias; watch for follow-through vs mean reversion after the after-hours jump.
The article cites a clear EPS and revenue beat alongside a sizable after-hours move, implying traders are repricing near-term fundamentals.
DraftKings shares fell over 1.5% after Q2 revenue missed LSEG expectations and EPS came in at a loss.
Bearish near-term bias; downside could extend if guidance credibility is questioned despite EBITDA/revenue reaffirmation.
The text provides a concrete revenue miss and loss vs profit expectations, which typically drives continued selling pressure.
Twilio shares jumped about 16% on Q2 results and a current-quarter outlook that beat LSEG consensus.
Likely continued strength into the next session, barring broader market risk-off.
The article includes specific upside ranges for adjusted earnings and revenue plus an upgraded full-year revenue growth call.
The Trade Desk stock dropped about 22% after Q2 adjusted earnings and revenue missed LSEG consensus.
Bearish near-term bias; expect elevated sensitivity to any subsequent commentary or analyst revisions.
A large after-hours decline is directly tied to both EPS and revenue misses with explicit consensus comparisons.
Cloudflare rallied about 17% after issuing full-year and Q3 guidance above LSEG consensus.
Bullish near-term bias; follow-through possible if guidance is viewed as durable.
The article provides specific guidance numbers for adjusted earnings and revenue that exceed consensus, aligning with the size of the move.
Lyft was marginally higher after Q2 revenue beat LSEG consensus, though EPS missed expectations.
Range-bound to slightly positive near-term, with volatility driven by margin expectations.
The article reports a small price response and a mixed earnings profile, implying limited incremental repricing.
Akamai rallied about 12% after Q2 earnings and revenue beat LSEG consensus.
Bullish near-term bias; follow-through depends on whether guidance also met expectations (not detailed here).
The article provides explicit EPS and revenue beats and a sizable after-hours move, indicating traders are rewarding the results.
Market effects
Broad read-through for software, ad tech, and cloud infrastructure demand expectations based on guidance beats and misses.
Primarily US large-cap growth and software sentiment, with after-hours repricing likely influencing next-session index futures.
Limited direct global macro content; mostly company-specific earnings and guidance signals.
Counterpoint
After-hours moves can reverse if guidance is later interpreted as non-recurring or if margins are pressured, especially where only one line item beat.
Key entities
- companyAirbnb
Vacation rental platform with Q2 EPS and revenue above LSEG forecasts, driving a ~7% after-hours surge.
- companyTwilio
Customer engagement platform with a strong current-quarter outlook and upgraded full-year revenue growth call, driving ~16% after-hours gains.
- companyTrade Desk
Digital advertising company with Q2 EPS and revenue below LSEG consensus, driving a ~22% after-hours drop.
- companyCloudflare
Cloud cybersecurity company with guidance above consensus and Q2 beats, driving ~17% after-hours gains.
- companyDraftKings
Digital sports entertainment and gaming company with revenue and EPS below expectations, driving a ~1.5% after-hours decline.
