Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime data.
Shares were up about 4% at $43 in Friday trading.
Atlassian (NASDAQ:TEAM) shares jumped more than 30% on Friday after the software maker posted fourth-quarter revenue and cloud growth that topped analyst estimates and issued a stronger-than-expected cloud revenue outlook for fiscal 2027.
Revenue for the quarter came in at $1.8 billion, up 28% from a year earlier and above the $1.66 billion analysts had expected.
Lyft Inc (NASDAQ:LYFT) reported second quarter results that topped analyst expectations for revenue and gross bookings, while the ride-hailing company continued to see growth in riders and rides.
Shares traded up 4% at about $17 on Friday morning.
Canopy Growth Corporation (TSX:WEED, NYSE:CGC) reported continued revenue growth across its businesses in the first quarter of fiscal 2027, while the cannabis company narrowed its adjusted EBITDA loss from a year earlier, sending its shares 5% higher on Friday morning.
Net revenue for the three months ended June 30, 2026, increased 13% year-over-year to C$81.2 million, exceeding the analyst consensus estimate of C$58.89 million.
Under Armour Inc (NYSE:UA) slipped about 2% after the athletic apparel maker reported fiscal first quarter results that included an earnings beat but slightly weaker-than-expected revenue and a more cautious full-year outlook.
Under Armour reported adjusted diluted earnings per share of $0.05 for the quarter, ahead of the Wall Street consensus estimate of $0.02. Revenue fell 3% to $1.1 billion, slightly below the $1.11 billion analyst estimate.
Oklo (NYSE:OKLO) shares opened about 7% higher on Friday after the advanced nuclear technology company reported second quarter results that included a wider-than-expected loss but revenue that came in well above analyst estimates.
The company reported a loss per share of $0.28, compared with the analyst consensus estimate of a $0.16 loss.
Twilio (Twilio Inc (NYSE:TWLO)) shares opened about 18% higher on Friday after the communications software company reported second-quarter results that exceeded analyst expectations.
Twilio reported adjusted earnings of $1.47 per share for the second quarter, compared with analyst consensus estimates of $1.32 per share. Revenue reached $1.50 billion, up 22% year over year and above estimates of $1.43 billion. Organic revenue growth was 17%.
Trade Desk Inc (NASDAQ:TTD) shares tumbled almost 30% in premarket trading on Friday after the digital advertising technology company reported second-quarter revenue and profit that missed Wall Street estimates and issued a third-quarter forecast far below expectations.
The company posted revenue of $715 million for the quarter, up 3% year-over-year but short of analysts' estimate of $751 million. Adjusted earnings per share came in at $0.34, down 17% from a year earlier and below the $0.40 expected.
Cloudflare (NYSE:NET) shares were set to open sharply higher on Friday after the cloud connectivity company reported second quarter results that topped analyst expectations and issued stronger-than-expected guidance for the current quarter.
Shares of Cloudflare were indicated to open about 15% higher following the results.
Vaalco Energy Inc (LSE:EGY) told investors that second-quarter sales jumped 47% from the previous three months as higher Gabon liftings and Egyptian volumes drove a sharp rebound in earnings, while the company reaffirmed its increased 2026 production guidance.
Sales averaged 17,812 net revenue interest barrels of oil equivalent per day, above the midpoint of guidance, while production rose about 10% quarter-on-quarter to 16,688 BOEPD. Adjusted EBITDAX climbed to US$54.8 million from US$11.6 million in Q1, with net income swinging to US$42.4 million from a US$93.8 million loss. The reported profit included a US$43.7 million unrealised derivatives gain.