NYSE:ESTC 21 November 2025

Elastic (ESTC) Stock Slides After Strong Q2 FY26 Beat as Wall Street Resets AI Hopes

Elastic shares fell as much as 12% Friday despite posting fiscal Q2 2026 revenue of $423 million, up 16% year over year and beating estimates. The stock rebounded to the low $80s by early afternoon, still down high-single digits, after brokers cut price targets. Non-GAAP EPS was $0.64, topping forecasts, but GAAP net loss widened to $51 million. Growth slowed and free cash flow dropped to $26 million.

21 November 2025

Artificial Intelligence·Earnings Reports·NYSE:ESTC·Stock Market

Telix Pharmaceuticals Shares Surge 12.9% After TLX101-Px FDA NDA Resubmission and U.S. Manufacturing Expansion
March 20, 2026, 1:35 PM EDT. Telix Pharmaceuticals (ASX:TLX) jumped 12.9% following its March 2026 resubmission of the New Drug Application (NDA) for TLX101-Px (Pixclara) to the U.S. FDA. The investigational PET imaging agent targets brain cancer diagnosis, specifically glioma, with no current FDA-approved equivalents in the U.S. The resubmission includes new data after a prior Complete Response Letter and benefits from Orphan Drug and Fast Track designations. Concurrently, Telix's U.S. manufacturing build-out, including cyclotron orders for isotope production, aims to scale supply for future launches. While analysts project revenue of A$1.2 billion and earnings of A$111 million by 2029, the company faces risks from heavy R&D and manufacturing investments that may pressure margins if commercialization stalls. Investors are weighing potential near-term catalysts against execution and development uncertainties.