Airbnb, Twilio lead after-hours stock moves as earnings reshape tech and consumer trades

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Airbnb, Twilio lead after-hours moves

Highlights

Airbnb rises about 7% after second-quarter earnings of $1.37 per share and revenue of $3.61 billion both top LSEG estimates.
Twilio surges 16% after projecting third-quarter adjusted EPS of $1.42–$1.47 and raising full-year revenue growth forecast to 18–18.5%.
Trade Desk drops 22% as second-quarter adjusted EPS of 34 cents and $715 million revenue both fall short of consensus expectations.

Quarterly results drive biggest extended-session moves

As reported by CNBC, Airbnb is rising about 7% after reporting second-quarter earnings of $1.37 per share on revenue of $3.61 billion, ahead of analyst estimates compiled by LSEG for $1.25 per share and $3.58 billion in revenue.

Lyft is edging higher after posting second-quarter revenue of $1.84 billion, above the LSEG consensus of $1.81 billion, although earnings of 13 cents per share miss the 14 cents expected by analysts.

Twilio is surging about 16% after issuing stronger projections for the current quarter. The company expects adjusted earnings of $1.42 to $1.47 per share on revenue of $1.51 billion to $1.52 billion, above LSEG estimates of $1.39 per share and $1.46 billion, and it raises its full-year revenue growth forecast to 18% to 18.5% from 14% to 15%.

Akamai Technologies is gaining 12% after beating estimates on both earnings and revenue, while Maplebear, better known as Instacart, is up more than 8% after second-quarter revenue of $1.04 billion tops expectations even as earnings per share come in below forecasts. Cloudflare is jumping 17% after giving upbeat guidance for the current quarter and full year, with third-quarter revenue expected at $736 million to $737 million, ahead of the LSEG consensus of $722 million.

Misses weigh on advertising, gaming and consumer names

Losses are concentrated in companies that miss revenue or profit expectations, with Trade Desk dropping 22% after second-quarter adjusted earnings of 34 cents per share and revenue of $715 million both fall short of LSEG estimates. Sweetgreen is down 14% after posting a second-quarter loss of 22 cents per share on revenue of $193 million, missing analyst expectations on both measures.

DraftKings is lower by more than 1.5% after reporting second-quarter revenue of $1.44 billion, below the $1.51 billion expected by analysts polled by LSEG. The company also posts a loss of 14 cents per share when the Street expects a profit of 2 cents, although it reaffirms its 2026 fiscal-year guidance for adjusted EBITDA and revenue.

Dropbox is falling almost 6% after its non-GAAP gross margin of 81.6% narrowly misses the StreetAccount consensus estimate of 81.7%, even though adjusted profit of 75 cents per share comes in slightly above the LSEG estimate of 74 cents. The moves highlight how extended trading remains highly sensitive not just to headline earnings beats, but also to guidance, margins and the quality of revenue growth.

In our earlier article on midday U.S. trading movers, we covered sharp stock swings across tech, aerospace, consumer and financial names as investors reacted to quarterly earnings and shifts in company guidance. We noted that the steepest drops tended to hit firms that cut outlooks or missed forecasts, while a smaller group rallied on results and projections that beat expectations.

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