Late Night Market Recap

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  Night.Owl
 
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•  26 Feb 2026
 

•   ACMR  
   
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•   BIDU  
   
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•   CELH  
   
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•   FCN  
   
  0.00%
•   IONQ  
   
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Fear & Greed improved into the neutral zone as the Nasdaq gained more than 1% and the Dow added roughly 300 points, reflecting firmer risk appetite even as single-stock reactions showed sharp dispersion beneath the surface.

$NVDA fell 5.49% on heavy volume of 354,570,851 shares despite a clear earnings beat and stronger forward guidance. Record data center revenue and AI momentum were offset by profit taking, valuation sensitivity, and lingering uncertainty around China chip exports, keeping pressure on the broader semiconductor complex.

$IONQ surged 21.7% after fourth quarter revenue of $61.89 million topped expectations and management guided to roughly 81% revenue growth in 2026. Momentum buying accelerated on optimism around European quantum deployments, with volume reaching 69,474,082 shares.

$NVAX jumped 17.42% as Q4 revenue of $147.14 million beat estimates by more than $57 million and the company posted net income. A new 2026 outlook and Pfizer partnership narrative supported the rally on volume of 23,860,797 shares.

$TDOC gained 15.05% after quarterly results beat on the bottom line, even as guidance fell short and U.S. revenue declined 3% while international grew 19%. An analyst upgrade tied to BetterHelp prospects helped drive 21,699,856 shares traded.

$VTRS declined 5.16% despite non-GAAP EPS of $0.57 beating by $0.04 and revenue of $3.7 billion topping by $170 million. The maintained dividend policy failed to counter cautious growth expectations, with 18,662,752 shares changing hands.

$CELH advanced 6.94% after delivering non-GAAP EPS of $0.26, beating by $0.07, and revenue of $721.6 million ahead by nearly $83 million. Management reiterated a path toward low-50% gross margins by 2026, attracting 15,308,065 shares of volume.

$VITL dropped 10.81% as GAAP EPS of $0.35 missed by $0.04 and 2026 sales guidance came in below consensus, overshadowing a slight revenue beat at $213.6 million. About 12,809,095 shares reflected investor concern over forward growth pacing.

$BIDU fell 5.65% after beating Q4 profit estimates but missing revenue at $4.68 billion, short by $50 million. Weak advertising trends muted enthusiasm around a new $5 billion buyback and first dividend, with 5,257,950 shares traded.

$ACMR plunged 16.69% following a notable Q4 earnings miss and margin pressure, even as management reiterated a 25% revenue growth outlook for 2026. Skepticism around the longer-term $4 billion ambition drove 3,950,979 shares lower.

$SNPS slipped 5.16% after cutting fiscal 2026 GAAP EPS guidance and issuing second-quarter sales guidance below expectations. The guidance reset pressured sentiment across design software names on volume of 3,905,697 shares.

$PZZA lost 8.63% as North America sales shrank more than anticipated and full-year outlook trailed consensus, highlighting consumer strain and heavy promotions. Roughly 3,110,291 shares reflected persistent pressure in discretionary spending.

$FCN rose 5.08% after posting non-GAAP EPS of $1.78, beating by $0.32, and revenue of $990.7 million ahead by $72 million. Steady consulting demand supported the move, though volume was lighter at 1,515,789 shares.

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