Biggest stock movers Friday: $TWLO, $ROKU, $RBLX, $RDDT $WDC

Biggest stock gainers
Atlassian Corporation (TEAM) +24% - Shares jumped after reporting strong FQ3 results, with adjusted EPS of $1.75 beating estimates and revenue rising 32% Y/Y to $1.79B, ahead of expectations. Cloud revenue grew 29% to $1.13B, while data center revenue surged 44% to $560.7M, reflecting strong enterprise demand. Looking ahead, the company guided Q4 revenue to $1.653B–$1.661B, roughly in line with estimates, with cloud growth expected at 26.5% Y/Y. Atlassian also expects a gross margin of 84.5% and an adjusted gross margin of ~88%, indicating continued profitability strength.
Twilio (TWLO) +20% - Shares surged after reporting strong Q1 results, with revenue rising 20% Y/Y to $1.41B, beating estimates and marking its fastest growth since 2022. Looking ahead, the company guided Q2 revenue to $1.42B–$1.43B, above expectations, with adjusted EPS of $1.27–$1.32, roughly in line. Twilio also raised its FY2026 outlook, increasing non-GAAP operating income and free cash flow ranges to $1.08B–$1.10B.
Reddit (RDDT) +16% - Shares gained following a strong Q1 beat, with revenue surging 69% Y/Y to $663M, driven by a 74% jump in advertising revenue. Adjusted EPS came in at $1.01, up 74% Y/Y and well above estimates, while user metrics remained solid, with global DAUs rising 17% to 126.8M and ARPU increasing 44% to $5.23. Looking ahead, the company guided Q2 revenue to $715M–$725M, with the midpoint above expectations, signaling continued momentum in both advertising and user growth.
Roku (ROKU) +8% - Shares rose after reporting strong Q1 results, with revenue up 22% Y/Y to $1.25B, beating estimates, driven by a 28% increase in platform revenue and growth in ads and subscriptions. The company also reported record premium subscriptions, with total new subscriptions rising 23% and streaming hours increasing 8% to 38.7B. Profitability improved sharply, with adjusted EBITDA up 165% to $85.7M and EPS turning positive at $0.57. Looking ahead, Roku expects Q2 revenue of $1.3B and 20% platform revenue growth, while raising its full-year platform revenue outlook to +21% and maintaining total revenue guidance of $5.5B.
Biggest stock losers
Roblox (RBLX) -23% - Shares plunged after reporting mixed Q1 results, with revenue rising 39% Y/Y to $1.4B and bookings up 43% to $1.7B, both slightly below estimates. The company posted a wider loss of $0.35 per share, as higher costs and increased developer payouts weighed on profitability. User metrics also disappointed, with DAUs at 132M and hours engaged at 31B, both below expectations, partly impacted by safety-related changes and platform restrictions. Looking ahead, Roblox guided Q2 revenue to $1.39B–$1.45B and cut FY2026 revenue outlook to $5.878B–$6.14B, well below consensus, while lowering bookings growth expectations.
Western Digital Corporation (WDC) -8% - Shares dipped after reporting FQ3 results, despite beating expectations, with adjusted EPS of $2.72 and revenue rising 45% Y/Y to $3.34B, while the adjusted gross margin of 50.5% also came in above estimates. The company guided Q4 revenue to around $3.65B with a gross margin of 51%–52% and an adjusted EPS midpoint of $3.25, all above consensus, and announced a 20% increase in its quarterly dividend to $0.15 per share.