After-Hours Movers: TTD, TTWO, APPS, SANM, RKLB, HIMS

After-Hours Movers:

The Trade Desk (TTD)

The Trade Desk surged 23% in after-hours trading following a blowout third-quarter beat-and-raise. The programmatic advertising technology platform reported adjusted Q3 EPS of $0.33 (beating the $0.25 analyst consensus by $0.08) on revenue of $736 million versus $650.89 million expected. Management issued upbeat fourth-quarter guidance, projecting revenue of at least $755 million (well above the $691.6 million consensus) and adjusted EBITDA of at least $280 million (crushing the $206.9 million estimate), powered by market share gains across Connected TV (CTV) and retail media partnerships heading into the peak holiday season.

Take-Two Interactive Software (TTWO)

Take-Two Interactive shares rose roughly 3% after hours despite issuing a softer-than-expected third-quarter net bookings outlook. The video game publisher guided current-quarter bookings to $3.35–$3.50 billion, slightly trailing Wall Street’s $3.51 billion average estimate. Despite the near-term forecast tempering expectations around pre-launch timelines, investor optimism held firm around recurrent consumer spending across flagship franchises and the anticipated launch cycle for Grand Theft Auto VI.

Digital Turbine (APPS)

Digital Turbine plunged 21% following its fiscal second-quarter report. The mobile growth platform posted adjusted Q2 EPS of $0.18 (in line with expectations) on revenue of $178.68 million (topping the $166.83 million consensus). While full-year fiscal 2027 revenue was guided slightly ahead to $670–$690 million (vs. $665.3 million consensus), management merely reiterated its full-year adjusted EBITDA range of $145–$155 million (midpoint below the $152.2 million estimate), as margin pressure and sluggish device upgrade cycles renewed investor caution.

Sanmina Corporation (SANM)

Sanmina jumped 22% in post-market trading after posting a significant beat across fiscal fourth-quarter results and delivering strong forward guidance. The integrated manufacturing solutions provider reported adjusted Q4 EPS of $4.43 (beating the $3.27 estimate by $1.16) on net sales of $3.86 billion versus $3.48 billion expected. Forward outlooks exceeded expectations across all horizons: management guided Q1 fiscal 2027 revenue to $3.8–$4.1 billion (vs. $3.55B consensus) with EPS of $3.50–$3.85 (vs. $2.95B expected), and set FY2027 revenue at $17.5–$19.5 billion with EPS of $15.50–$17.50 (well ahead of the $14.08 consensus), propelled by expanding optical and cloud infrastructure hardware programs.

Rocket Lab USA (RKLB)

Rocket Lab shares fell 5% after hours following a wider-than-expected third-quarter loss that offset a top-line beat. The launch services and space systems provider reported a quarterly EPS loss of ($0.12) (missing the ($0.07) consensus) on revenue of $268 million (ahead of the $257.17 million consensus). Fourth-quarter revenue guidance was guided to $270–$290 million (midpoint above the $265.5 million estimate), but higher ongoing R&D expenditures tied to the Neutron medium-lift rocket development program continued to weigh on near-term profitability.

Hims & Hers Health (HIMS)

Hims & Hers fell 3% after missing third-quarter bottom-line estimates and lowering forward top-line guidance. The telehealth platform posted a Q3 loss of ($0.14) per share (trailing expectations of a $0.06 profit) on revenue of $890.4 million versus $892.88 million expected. Management issued downbeat guidance across the board, forecasting Q4 revenue of $875–$895 million (well below the $955.1 million consensus) and trimming its full-year 2026 revenue target to $3.13–$3.15 billion (vs. $3.21B expected) due to heightened customer acquisition spending and shifting product mix dynamics.