After Hours Summary: SMCI +18% jumps on guidance, DELL +5.7%, HPE +4.9%, MRVL +2.1%, MU +1.5% higher in sympathy; FNWD +20.2% to be acquired; PEGA -13.4%, AIR -4.9% lower on earnings
After Hours Gainers:
Companies trading higher in after hours in reaction to earnings/guidance: SMCI +18% (guides JunQ revs to the low end of guidance, but raises gross margin guidance; backlog rose to record levels), WFRD +3.2%, NLY +1.5%, EQT +1.1% (also signs 5-yr offtake agreement with large Asian energy co), COF +0.1%
Companies trading higher in after hours in reaction to news: FNWD +20.2% (FFBC to acquire FNWD), OSUR +6.8% (gets FDA EUA for second-generation OraQuick Ebola test), RKLB +6.5% (awarded a $266 mln Air Force contract for suborbital launch), OKLO +5.8% (Oklo and X-energy join Trump administration program to bring new nuclear reactors online faster for AI, according to Bloomberg), CPHI +5.7% (comments on unusual market activity), DELL +5.7% (in sympathy with strong SMCI guidance), HPE +4.9% (in sympathy with strong SMCI guidance), MRVL +2.1% (in sympathy with strong SMCI guidance), MU +1.5% (in sympathy with strong SMCI guidance), ISSC +1% (acquires Aydin Displays), BEP +1% (to combine BEP and BEPC into single public corporation), IMRX +0.7% (publication of new findings in Cancer Research), ALAB +0.7% (in sympathy with strong SMCI guidance), ALB +0.3% (increases dividend), CDE +0.3% (outlines record 2026 exploration spend at Palmarejo, Las Chispas), DIS +0.3% (Pixar Animation Studios takes brunt of company-wide layoffs, according to Variety), NRIX +0.1% (NRIX collaboration with Roche closes after HSR clearance)
After Hours Losers:
Companies trading lower in after hours in reaction to earnings/guidance: PEGA -13.4%, NBHC -5.7%, AIR -4.9%, OZK -2%, WAL -1.9%, EWBC -1.8%, ALK -1.7% (also to replace Hawaiian's 717 Neighbor Island fleet with 737-800s starting in 2028; also to add four leased 737-800 freighters, doubling dedicated cargo capacity), RRC -1.3%, CB -0.8%, KREF -0.7% (also to review strategic alternatives), IBKR -0.5%
Companies trading lower in after hours in reaction to news: DYN -10.1% (launches $300 mln common stock offering), CLDX -7.4% (Phase 2 barzolvolimab study misses key efficacy goals), NNDM -0.7% (names interim CEO; also Phillip Borenstein becomes chairman), HMN -0.3% (two transactions with Medical Mutual of Ohio ), PANW -0.2% (to buy Embrace), BIP -0.1% (to combine BIP and BIPC into single public corporation)