On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
US payrolls unexpectedly contracted by 23,000 in July vs consensus of +85,000. Unemployment eased to 4.1% as bonds rallied and September rate-cut odds jumped.
The Trade Desk plunged roughly 25% after hours on Aug 6 as Q2 revenue growth slowed to 3% and Q3 guidance implied a sequential decline.
AppLovin fell nearly 20% after Q2 2026 revenue growth slowed to 53% and Q3 guidance implied further deceleration to the mid-40s.
SolarEdge fell 30% after Q3 revenue and gross-margin guidance came in below Q2, dragging Enphase, Sunrun and Canadian Solar with it. Here are the numbers.
Shopify jumped ~18% to $145 on Q2 2026 results as GMV, revenue, gross profit, and free cash flow all grew 30%+.
SpaceX’s (SPCX) 180-day IPO lockup ends Aug 6, freeing ~912 million insider shares two days after a bruising first earnings report.
Palantir Q2 2026 revenue hit $1.94B (+93% YoY), EPS $0.41 vs $0.34, US commercial +149% to $764M. FY26 guide raised to $8.15B. PLTR +29% to $162.66.