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Pre-Market Movers: Earnings Winners Pop, Guidance Misses Get Punished

Quick Summary Earnings beats and upgrades are driving sharp upside gaps Weak guidance and regulatory risk are triggering heavy sell-offs Tech, healthcare and AI-linked names dominate volatility Gapping Up  Quince Therapeutics +81.7% Appointed LifeSci Capital to explore  strategic alternatives and restructuring Credo Technology +14.5% Issued  preliminary Q3 revenue well above guidance Ferrari +10.8% Q4 earnings beat  and order book now stretches to  end-2027 Entegris +9.5% Beat Q4 results and  guided Q1 above consensus Spotify Technology +8.5% Earnings beat , strong premium subscriber growth, and  margin improvement Datadog +7.0% Q4 beat and  Q1 revenue guidance topped estimates Oscar Health +6.6% Issued  strong FY26 revenue and operating earnings outlook Vistra Energy +4.2% Upgraded to  Buy  by Jefferies Unity Software +3.6% Oppenheimer upgrade to  Outperform Astera Labs +3.5% Ahead of earnings and announced  new AI design...
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Pre-Market Movers: Earnings Winners Pop, Guidance Misses Get Punished

Quick Summary

  • Earnings beats and upgrades are driving sharp upside gaps

  • Weak guidance and regulatory risk are triggering heavy sell-offs

  • Tech, healthcare and AI-linked names dominate volatility

Gapping Up 

Quince Therapeutics

  • +81.7%

  • Appointed LifeSci Capital to explore strategic alternatives and restructuring

Credo Technology

  • +14.5%

  • Issued preliminary Q3 revenue well above guidance

Ferrari

  • +10.8%

  • Q4 earnings beat and order book now stretches to end-2027

Entegris

  • +9.5%

  • Beat Q4 results and guided Q1 above consensus

Spotify Technology

  • +8.5%

  • Earnings beat, strong premium subscriber growth, and margin improvement

Datadog

  • +7.0%

  • Q4 beat and Q1 revenue guidance topped estimates

Oscar Health

  • +6.6%

  • Issued strong FY26 revenue and operating earnings outlook

Vistra Energy

  • +4.2%

  • Upgraded to Buy by Jefferies

Unity Software

  • +3.6%

  • Oppenheimer upgrade to Outperform

Astera Labs

  • +3.5%

  • Ahead of earnings and announced new AI design centre in Israel

Gapping Down 

Upwork

  • -22.8%

  • Q1 guidance missed despite Q4 beat

S&P Global

  • -15.8%

  • 2026 EPS guidance disappointed

Strategy

  • -4.8%

  • Price target cut by Cantor Fitzgerald

Coca-Cola

  • -4.1%

  • Q4 revenue miss and soft 2026 growth outlook

Hims & Hers Health

  • -3.8%

  • Legal and regulatory pressure over compounded semaglutide

ON Semiconductor

  • -3.7%

  • Revenue declined 11% YoY, weak Q1 EPS guidance

Salesforce

  • -3.3%

  • Reports of ~1,000 job cuts, including in AI-related teams

Market Takeaway

  • Earnings quality and forward guidance are everything

  • AI-linked winners are still rewarded, but misses are punished fast

  • Healthcare and crypto-exposed names face elevated regulatory and macro risk

This is a stock-picker’s market — volatility is being driven name by name, not index-wide.

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