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This morning is a referendum on guidance. Software heavyweights that beat their latest numbers are getting punished anyway because their outlooks came up light, and even a downgrade in the group is landing harder than it would in a friendlier tape.

The green is coming from unexpected corners: a solar name riding a fresh upgrade, a packaged food stalwart quietly beating expectations, and a chipmaker that raised the bar on itself. On a morning like this, what you promise matters more than what you just delivered.

The largest gains in venture investing often happen years before a company goes public. 

Eagle Tree Ventures gives accredited investors access to select private investments alongside top-tier venture firms through a transparent, deal-by-deal model. There’s zero obligation to invest. You simply review each opportunity and decide if it's right for you.

If you want access, fill out this form, schedule a time to speak to our team and we’ll see if it’s a fit.

SolarEdge Technologies (SEDG): +7%

UBS upgraded the solar name to Buy, arguing a new FCC policy sets the company up for share gains and stronger pricing power. An upgrade built on a regulatory tailwind rather than a demand hope is the kind of catalyst solar investors have been waiting on.

JM Smucker (SJM): +5%

The maker of Café Bustelo and Uncrustables topped revenue expectations in its fiscal first quarter. In a tape where defensive names rarely get premarket attention, a clean beat from a packaged food stalwart signals investors will still pay up for steady execution.

Box (BOX): +3%

The cloud storage company posted revenue above estimates, and the market is looking past a slight trim to its full-year earnings forecast. On a morning when software is broadly under pressure, holding green at all is its own statement.

Semtech (SMTC): +2%

The chipmaker beat expectations across the board last quarter and guided ahead of forecasts for the current one. A beat paired with a stronger outlook is the combination that keeps a chip stock's momentum intact.

Intuit (INTU): -11%

The financial technology platform beat estimates for its fiscal fourth quarter, but its fiscal 2027 revenue outlook came in below what the street was expecting, and the outlook is all the market is trading. When a name priced for durable growth signals a slower year ahead, the reaction is rarely gentle.

Zoom Communications (ZM): -6%

Shares fell after the company's third-quarter earnings guidance came in short of analyst expectations. Soft guidance from a name still fighting for a growth narrative gets no benefit of the doubt in this tape.

Kohl's (KSS): -6%

The retailer's comparable sales fell more than analysts expected last quarter, and that miss is overshadowing a raised full-year outlook and the restart of share buybacks. The market's read seems to be that a guidance raise built partly on tariff refunds is not the same thing as stronger selling.

SAP (SAP): -4%

UBS downgraded the German software giant to Neutral, arguing its slow delivery of agentic AI is limiting monetization and could push some customers to look elsewhere in the near term. In this market, being slow to the AI conversation gets treated as a strategic problem, not a timing one.

The largest gains in venture investing often happen years before a company goes public. 

Eagle Tree Ventures gives accredited investors access to select private investments alongside top-tier venture firms through a transparent, deal-by-deal model. There’s zero obligation to invest. You simply review each opportunity and decide if it's right for you.

If you want access, fill out this form, schedule a time to speak to our team and we’ll see if it’s a fit.

Paramount Skydance (PSKY)

Retail traders have turned the Warner Bros Discovery takeover saga into appointment viewing, and PSKY is trending on StockTwits this morning with sentiment leaning bullish even after California's attorney general abruptly canceled settlement talks over the deal. The debate circulating is whether David Ellison can clear the last regulatory hurdle, with unusually heavy call option activity suggesting some traders are positioning for a resolution.

Paramount has extended its debt tender offers tied to the acquisition to September 4 and could owe WBD shareholders up to $1.6 billion if the deal slips past October. The next headline could either put the deal back on track or harden the standoff, and this name tends to trade the headline.

✌️That’s it for today.