Shaking Off the Drop With Growth on the Menu

One of the most recognized names in fast-casual dining is showing there’s more to the story than a price drop.

With growth across key revenue streams and expansion plans well underway, the latest results hint at more upside for patient investors. Find out why traders are keeping this one in focus today, and a stat of the day to keep in mind.

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Palantir Technologies Inc. | PLTR

Price: $173.27

Palantir turned in another milestone quarter, crossing the $1 billion mark in quarterly revenue for the first time, a 48% year-over-year gain. U.S. sales grew 68%, showing the company’s deepening footprint in both government and commercial markets.

EPS came in at $0.16 versus the $0.14 estimate, while adjusted operating margins reached 46%.

The stock gained more than 4% in after-hours trading and has now surged 549% over the past year.

Management raised full-year revenue guidance to $4.142–$4.150 billion and remains bullish on U.S. commercial expansion, a segment that continues to deliver some of the fastest growth in the portfolio.

Why it matters: Palantir’s ability to scale AI solutions in real-world, high-stakes environments, from defense to supply chain optimization, keeps it at the center of the AI trade.

While valuation is stretched, continued execution could extend the rally. Long-term investors will be watching whether the company can sustain its Rule of 40 score of 94, a sign of both growth and profitability.

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Hims & Hers Health Inc. | HIMS

Price: $55.52

Hims posted Q2 EPS of $0.17, a 13% beat over expectations, on revenue of $544.8 million, just shy of consensus estimates. Subscriber growth remains strong, climbing 31% year-over-year to 2.4 million, but average monthly revenue per user slipped to $74 from $84.

Guidance for Q3 came in lighter than expected, calling for $570–$590 million in revenue, versus Street estimates near $600 million. The stock slid over 13% after hours, but that decline follows a 151% surge year-to-date.

Why it matters: Hims remains a high-growth story in the personalized healthcare space, with a 78% five-year revenue CAGR and an expanding product suite, including hormone health therapy and upcoming Canadian market entry.

Pullbacks of this size can offer long-term investors a better entry into a company still early in its international expansion and product diversification cycle.

ON Semiconductor Corp. | ON

Price: $47.24

Onsemi matched Q2 EPS expectations at $0.53 on revenue of $1.47 billion, but CEO Hassane El-Khoury’s warning about “cautious” customer behavior, particularly in automotive, rattled investors.

Automotive revenue fell 4% sequentially to $733 million, with both Europe and North America described as weak.

Shares dropped 13% on the day and are now down more than 22% year-to-date. Still, management guided Q3 revenue slightly ahead of expectations at the midpoint and noted signs of stabilization across end markets.

Why it matters: ON’s leadership in silicon carbide and other next-gen semiconductor technologies for EVs and energy infrastructure leaves it positioned to benefit when demand recovers.

For investors who can stomach near-term volatility, the sell-off could be a chance to accumulate shares at a discount before cyclical tailwinds return.

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*Past performance is not a guarantee of future results. All investments carry risk. Information is subject to change. No recommendation or suitability is implied.

Shake Shack Inc. | SHAK

Price: $114.09

Shake Shack’s Q2 revenue climbed 12.6% year-over-year to $356.5 million, with licensed revenue up 20% as the company opened nine new licensed locations and 13 new company-operated restaurants.

Adjusted EBITDA rose nearly 25% to $58.9 million, while system-wide sales increased 13.7%.

Despite those operational wins, shares have fallen 13% year-to-date, creating a valuation reset for a brand that’s still growing globally.

International markets like China showed year-over-year improvement, and ongoing menu innovation is aimed at boosting traffic and average ticket size.

Why it matters: The fundamentals point to a brand in expansion mode, with a long runway in both domestic and international markets.

Investors willing to look past near-term price weakness may find the current dip a favorable entry into a company steadily building a stronger global footprint.

Snowflake Inc. | SNOW

Price: $205.77

Snowflake is up 32% year-to-date and sits near 52-week highs ahead of its August 27 Q2 earnings release.

The company’s AI Data Cloud push was front and center at its recent summit, where it unveiled the Snowflake Intelligence Agent and Gen 2 Data Warehouse, among other offerings.

Multiple analysts have reaffirmed Buy ratings and raised price targets, citing strong enterprise AI adoption and product momentum.

Revenue grew 27.5% year-over-year in the most recent quarter, and the company maintains a 66.6% gross margin.

Why it matters: SNOW has reasserted itself as a top-tier growth story in data and AI infrastructure.

If upcoming results show continued acceleration in large customer adoption, the stock could break to new highs, extending its leadership in the space.

Earnings season continues to produce both breakout leaders and sharp pullbacks, often within the same sector. For investors, these swings can be an opportunity, trimming into strength and adding on weakness to build long-term positions at better prices.

Stat of the Day: 31.1% — the S&P 500’s gain from April lows to the end of July, marking an incredible rebound from the Tariff Tantrum.