Stocks making the biggest moves after hours: Visa, Robinhood, NXP, Seagate and more
After-hours movers: Robinhood (HOOD) fell 5% with lower 2026 expense forecast. Seagate (STX) sank 6% despite earnings beat. NXP (NXPI) dropped 9% on in-line revenue outlook. F5 (FFIV) slid 1% with margins slightly below estimates. Visa (V) dipped 2% on lower margin. CoStar (CSGP) fell 11% despite earnings beat and acquisition. Manhattan Associates (MAN) rose 10% on raised guidance. PPG (PPG) jumped 7% on earnings beat and raised outlook. Enphase (ENPH) dropped 14% on lower revenue projections.
How this was made
The 30-second read
Why it matters
The mix of beats, misses, and guidance changes created a volatile post‑market environment, with guidance lifts driving upside and margin or revenue shortfalls prompting downside.
Market read
Earnings and guidance releases caused significant after‑hours price swings, highlighting short‑term trading opportunities.
What to watch
Cash acquisition by CoStar could be strategic for long‑term growth despite short‑term pressure.
Background
After‑hours earnings releases and guidance updates drove notable price moves across multiple U.S. listed companies.
Ticker impact
Robinhood fell ~5% after Q3 revenue met expectations and expense forecast was lowered.
likely pressure as the market prices in the expense forecast cut
Revenue was in line but expense outlook was reduced, prompting sell‑off.
Seagate sank 6% despite earnings and revenue beat, but gave better‑than‑expected guidance.
potential modest pressure as guidance may temper enthusiasm
Earnings beat offset by forward guidance uncertainty.
NXP tumbled 9% after Q4 revenue projections were roughly in line with expectations.
likely pressure as investors expected stronger growth
Revenue in line but market likely hoped for a beat.
F5 slid 1% despite earnings and revenue beat and higher FY2027 guidance, but margins missed slightly.
minor pressure as margin shortfall offsets other positives
Margins below estimates dampen overall upbeat news.
Visa shares inched down 2% after Q4 non‑GAAP margin missed by 0.1 point, though earnings beat.
likely slight pressure as margin fell short of consensus
Margin miss outweighs earnings beat for short‑term move.
CoStar fell 11% despite earnings beat, and announced a $730 M cash acquisition of Vexcel Group.
likely pressure as cash outlay raises balance‑sheet concerns
Large cash deal offsets earnings beat.
Manhattan Associates surged 10% after raising full‑year guidance and earnings outlook.
likely upside as higher guidance fuels optimism
Guidance raise directly supports share rally.
PPG jumped 7% after beating Q3 estimates and raising full‑year 2026 earnings guidance.
likely upside as higher earnings outlook drives buying
Guidance lift reinforces earnings beat.
Market effects
Technology and financial services sectors see mixed reactions as earnings and guidance diverge.
U.S. markets likely open lower on earnings‑driven volatility.
Limited to U.S. equities; no broader macro impact.
Counterpoint
Some stocks (e.g., Seagate) may be oversold despite earnings beat, offering buying opportunities.
Key entities
- CompanyRobinhood
Online trading platform
- CompanySeagate Technology
Data storage manufacturer
- CompanyNXP Semiconductors
Semiconductor maker
- CompanyF5 Inc.
Cybersecurity firm
- CompanyVisa
Electronic payments giant
