U.S. Stocks to Watch: Airbnb, Roku, Tempus AI, Twilio, Intel, DraftKings, Palo Alto, GameStop, and More

Dow Jones
14 Feb

Stock futures were mostly higher Friday after President Donald Trump held off on immediately levying reciprocal tariffs on U.S. trading partners.

These stocks were poised to make moves Friday:

Airbnb was profitable in the fourth quarter and the shares rallied 13% even as the short-term stay company forecast revenue in 2025 that was slightly below Wall Street expectations. Airbnb earned 73 cents a share in the fourth quarter, compared with a year-earlier loss of 55 cents, as revenue rose 12% to $2.48 billion and topped estimates. Gross booking value in the period rose 13% to $17.6 billion. Airbnb said it anticipates first-quarter revenue of $2.23 billion to $2.27 billion, below analysts’ expectations of $2.29 billion.

Roku jumped 13%. The streaming company reported anarrower-than-expected fourth-quarter lossand revenue of $1.2 billion that topped analysts’ expectations. Streaming households at the end of the quarter were 89.8 million, better than consensus of 89 million. Roku said it sees first-quarter revenue of $1.01 billion, up 14% from a year earlier, and full-year revenue of $4.61 billion. Both forecasts were in line with Wall Street expectations. Roku also said it expects to be operating income positive in 2026.

Tempus AI stock rose another 4% in premarket trading. The stock surged 13.4% on Thursday, reaching a new 52-week high of $86. The surge came after the company announced a collaboration with the Institute for Follicular Lymphoma Innovation. Under this deal, TEM aims to develop treatments for follicular lymphoma (FL), a slow-growing cancer that affects the immune system.

Twilio declined 8.6% after the communication-tools provider reported a narrower fourth-quarter loss butissued an outlook that missed expectations. Twilio said it expects first-quarter adjusted earnings of 88 cents to 93 cents a share on revenue of $1.13 billion to $1.14 billion. Analysts had been expecting adjusted earnings of 99 cents a share on revenue of $1.14 billion.

Intel was up 4.1% in premarket trading. The chip maker closed Thursday at $24.13, up 7.3%, rising for four straight days and gaining 26% over the period. It was the best four-day stretch for the stock since the four days ended Nov. 2, 1987, when it rose 38%, according to Dow Jones Market Data. The rally this week received a boost Tuesday when Vice President JD Vance said at the AI Action Summit in Paris that the Trump administration “will ensure that the most powerful AI systems are built in the U.S. with American designed and manufactured chips.” 

Applied Materials, the semiconductor equipment manufacturer, reported fiscal first-quarter adjusted earnings and revenue that beat analysts’ expectations but issued mixed guidance, sending the stock down 5% in premarket trading. Applied Materials said it expects second-quarter adjusted earnings of $2.12 to $2.48 a share on revenue of $6.7 billion to $7.5 billion, the midpoint of which missed analysts’ expectations of $7.21 billion.

Fiscal second-quarter earnings at cybersecurity company Palo Alto Networks were better than Wall Street estimates, but the stock was down 5.3% in premarket trading after Palo Alto estimated third-quarter revenue of between $2.26 billion to $2.29 billion versus forecasts of $2.27 billion, and maintained its full-year outlook for remaining performance obligations.

Coinbase Global reportedfourth-quarter earningsof $4.68 a share, easily beating Wall Street forecasts of $2.11. Revenue in the quarter was $2.27 billion, better than estimates of $1.84 billion. Coinbase said trading volume in the period was $439 billion, up from $154 billion in the fourth quarter of 2023. Shares of Coinbase have risen about 40% since Donald Trump’s presidential election victory, with the president promising to make the U.S. the “crypto capital of the world” by ushering in a lighter regulatory regime. The stock was down 1.1% in premarket trading.

DraftKings rose 4.8% in premarket trading after the online sports betting company reported a wider-than-expected fourth-quarter loss but said it wasraising its revenue guidance for 2025to between $6.3 billion to $6.6 billion, compared with its previous outlook of $6.2 billion to $6.6 billion.

GameStop rose 6.4% after CNBC reported the video game was considering investing in Bitcoin and other cryptocurrencies. The report cited sources familiar with the matter.

Informatica slumped 35% after the provider of cloud-based data management software said it expects first-quarter revenue of $380 million to $400 million, below analysts’ expectations of $412 million. For the full year, Informatica expects revenue of $1.67 billion to $1.72 billion, below estimates of $1.78 billion.

DaVita was down 8.2% after the dialysis provider said it expects adjusted earnings of $10.20 to $11.30 a share in 2025, below analysts’ expectations of $11.38.

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