Key Highlights

  • AppLovin Corporation (NASDAQ:APP) rose 32.02% to USD 358.76 after third quarter Revenue of USD 2,184.8 million and Net Income of USD 1,438.9 million.
  • Magnite (NASDAQ:MGNI) rose 17.09% after contribution ex-TAC grew 20% to USD 200.6 million and 2026 guidance was raised.
  • Fastly (NASDAQ:FSLY) fell 26.48% despite revenue up 20.2% to USD 190.2 million and raised guidance, while Teads fell 30.17% on its Earnings day.
  • Intrusion Inc. (NASDAQ:INTZ) rose 33.17% to USD 0.6439 after Nasdaq approved a second 180-day period, to May 3, 2027, to regain the USD 1.00 minimum bid.

AppLovin Corporation (NASDAQ:APP): Profit Conversion Drives a 32% Move

The largest gain among large names is at AppLovin Corporation (NASDAQ:APP), which was quoted at USD 358.76, up 32.02% in trading on November 5, 2026, per published market data, on Volume of 8.8 million shares. The move followed third quarter 2026 results and the Quarterly Report for the period ended September 30, 2026. Revenue was USD 2,184.8 million against USD 1,405.0 million a year earlier, about 55.5% growth on simple arithmetic, and net income of USD 1,438.9 million, or USD 4.30 per diluted share, equals roughly 66% of revenue. An Advertising software platform earns revenue each time its engine matches an advertiser with an app audience, so growth in matched spend can lift profit faster than largely fixed engineering costs. In the third quarter it repurchased 4.05 million shares for USD 1,375.2 million, and cash was USD 3,173.7 million. The risks are valuation after the jump, dependence on a small number of mobile platform partners and a buyback authorization that shrinks with each purchase. Fourth quarter guidance was not verified, and the quoted move is intraday.

Magnite (NASDAQ:MGNI): Connected TV Carries a Beat

At Magnite (NASDAQ:MGNI), shares were quoted 17.09% higher at about USD 26.69 after third quarter results released November 4, 2026. Contribution ex-TAC, revenue after traffic Acquisition costs paid to publishers and the figure management guides to, rose 20% to USD 200.6 million from USD 166.8 million, above the guided range of USD 188 million to USD 192 million. Connected TV contribution ex-TAC grew 39% to USD 105.4 million and is now 53% of the total. Adjusted EBITDA rose 46% to USD 83.4 million, a 42% Margin against 34%. Guidance for 2026 now calls for contribution ex-TAC growth of about 17% against 13% to 14%, an adjusted EBITDA margin near 38.5% and fourth quarter contribution ex-TAC of USD 227 million to USD 233 million. Chief Executive Michael Barrett noted political spend is now expected near three times the initial forecast. Political advertising is cyclical, legal remedies against Google can change competitive terms, and the 2027 view of growth above 15% excluding upside, or 10% reported, implies slower growth. Cash was USD 392.9 million.

Intrusion Inc. (NASDAQ:INTZ): A Listing Extension for a Tiny Software Business

The 33.17% rise at Intrusion Inc. (NASDAQ:INTZ), to USD 0.6439 on about 385,000 shares, followed a November 4, 2026 disclosure that Nasdaq approved a second 180-day compliance period, to May 3, 2027, after the company missed its November 3, 2026 deadline to hold a closing bid of at least USD 1.00. To cure it the stock must close at or above USD 1.00 for 10 consecutive Business days. Two days earlier, on November 2, 2026, the company swapped USD 4.0 million of secured note principal owed to Streeterville Capital for 4,000 Series B Preferred Shares carrying a 10% annual return. Converting Debt into preferred reduces cash that must be repaid, but preferred ranks ahead of common stock. Second quarter revenue fell 22% to USD 1.5 million with a net loss of USD 2.6 million, and cash was only USD 0.2 million at June 30, 2026. The chief executive's agreement ends November 15, 2026 while a new contract is negotiated. With modest volume and a Market Value near USD 15.78 million, quoted moves can reverse.

Fastly (NASDAQ:FSLY): Strong Numbers, Higher Bar

At Fastly (NASDAQ:FSLY), shares fell 26.48% to USD 15.47 on about 3.94 million shares, a quoted intraday figure rather than a confirmed close, after results released November 4, 2026. Revenue reached USD 190.2 million, up 20.2%, adjusted EBITDA was USD 43.5 million and the company raised guidance, to USD 198.0 million to USD 202.0 million for the fourth quarter and USD 744.0 million to USD 748.0 million for the full year. No filing ties the fall to one cause. Fastly runs a global edge network that delivers, secures and speeds up web traffic, so revenue grows as customers send more traffic and buy more security and compute products. Published coverage cited net retention of 119% and an improved operating margin, but also a single customer at roughly 39% of revenue and a GAAP net loss near USD 11.3 million, details not re-verified. It also reported that Scott Lovett, head of go-to-market strategy, plans to retire. A raised outlook can disappoint when a stock has run up, because the price already assumes strong numbers.

Teads Holding Co. (NASDAQ:TEAD): Earnings Day for a Leveraged Ad Tech Name

The 30.17% fall at Teads Holding Co. (NASDAQ:TEAD), to USD 0.1923 on about 406,970 shares, came on the day it scheduled third quarter results for before the open on November 5, 2026, with a call at 8:30 a.m. ET. The third quarter figures were not retrieved, so the latest full numbers are from the second quarter reported on August 6, 2026: revenue of USD 284.6 million, down 17%, ex-TAC Gross Profit of USD 123.4 million and adjusted EBITDA of USD 7.0 million, down 74%. Management then withdrew full-year guidance. Direct response and small business ex-TAC gross profit fell 30% to USD 34 million, while connected TV revenue grew 67% to 13% of revenue. Total debt was USD 614.5 million against cash of USD 91.0 million, mostly 10% senior secured notes due 2030, so interest consumes a large share of operating earnings. With a market value near USD 18.85 million, Equity is a thin slice of the capital structure, a small number of trades can move the price and a sub-dollar price raises Nasdaq minimum bid questions.

Where Things Stand

The group shows that technology moves split between earnings-driven rallies and balance-sheet stress, and the balance of evidence favors operating results at the large names over the small ones. AppLovin Corporation (NASDAQ:APP) and Magnite reported strong profit with specific risks, Fastly fell on expectations despite a beat, and Teads Holding Co. (NASDAQ:TEAD) fell with third quarter figures not confirmed here. Intrusion rose on a listing extension that buys time but does not fix its price. Quoted moves are intraday and can reverse, and nothing here implies they will continue. Next markers are fourth quarter reports, the Teads third quarter figures and any move by Intrusion Inc. (NASDAQ:INTZ) to restore the USD 1.00 bid.