Growth

Figma’s stock jumped 15% after reporting Q4 earnings, ultimately closing up 7%. The design software maker exceeded revenue expectations with $303.8 million, a 40% year-over-year increase, though it posted a net loss. For Q1, Figma forecasts revenue of $315-317 million, exceeding analyst estimates. Analysts remain optimistic about Figma’s AI integration and growth drivers, despite broader market concerns surrounding AI’s disruptive potential. The company’s partnership with Anthropic further solidifies its position in the evolving AI landscape.

DoorDash stock rallied Thursday despite a Q4 earnings miss, as investors focused on early signs of strategic gains from aggressive investments. While initial results and near-term guidance disappointed, analysts viewed the spending as a precursor to future growth and efficiency. Positive trends in core and new segments, alongside successful subscriber growth and the Deliveroo acquisition’s global market expansion, appeased investor concerns, driving the stock’s rebound.

Figma’s stock soared 15% on strong Q4 earnings and optimistic future guidance, exceeding analyst expectations. The design software company reported substantial revenue growth and highlighted increasing adoption of its AI-powered Figma Make tool. Strategic AI cost optimization and new monetization plans, alongside a partnership with ServiceNow, position Figma for continued expansion and market leadership despite broader industry AI concerns.

DoorDash shares surged 14% after hours despite Q4 earnings missing estimates. While revenue and order volume showed strong year-over-year growth, investors are wary of significant investments in a unified global technology platform and autonomous delivery. CEO Tony Xu remains confident in the long-term strategy, citing positive early results from Deliveroo integration and a focus on enhanced user experience. The company’s cautious Q1 guidance and substantial spending plans continue to be a point of concern.

Instacart’s stock jumped 9% after a strong earnings report assuaged investor fears about intense competition. CEO Chris Rogers dismissed competitive threats as “overblown,” highlighting Instacart’s unique value proposition. The company beat Q4 revenue and GTV expectations, with GTV growing 14% – its strongest in three years. Instacart also issued optimistic guidance, forecasting GTV and adjusted EBITDA above estimates. Analysts lauded the performance as a “solid rebuttal” to competitors and a standout in the current earnings cycle.

Uber exceeded Q4 revenue expectations, driven by strong mobility and delivery growth. However, a cautious profit outlook and equity revaluation headwinds led to a share price dip. The company saw significant user growth and bookings, with positive projections for Q1. Uber also announced a new CFO and remains bullish on autonomous vehicles, aiming for global AV facilitation by 2029. Investments in Uber One, advertising, and AI integrations are also key priorities.

At the start of 2026, investors reviewed 34 holdings, focusing on potential turnarounds and resilience. Key turnaround candidates include Nike, Procter & Gamble, Starbucks, and Texas Roadhouse. The portfolio also features strong conviction in Apple, Amazon, Broadcom, Boeing, and BlackRock. Other notable companies like Bristol-Myers Squibb, Capital One, Costco, Salesforce, CrowdStrike, Cisco, DuPont, Danaher, Dover, Eaton, GE Vernova, Corning, Alphabet, Goldman Sachs, Home Depot, Honeywell, Linde, Eli Lilly, Meta, Microsoft, Nvidia, Palo Alto Networks, Qnity Electronics, TJX Companies, and Wells Fargo are also under assessment for their strategic positions and future growth.

Teads has appointed Dani Cushion as Chief Marketing Officer to lead global marketing initiatives and drive expansion. With a background in leading marketing for major tech and media firms, including Innovid and Cardlytics, Cushion is expected to accelerate Teads’ growth and enhance advertiser outcomes within the evolving ad tech landscape, particularly in Connected TV. This strategic hire supports Teads’ focus on strengthening its leadership and omnichannel platform.