Cisco Systems Inc (NASDAQ:CSCO) reported a top- and bottom-line win for the fiscal second quarter, and announced an upbeat earnings and revenue outlook for 2025. Shares are up 2.7% at $64.23 at last glance, after earlier surging to a 24-year high of $66.50. The equity also attracted no fewer than eight price-target hikes in response, including one from Melius Research to $80 from $73.

CSCO sports a 35% nine-month lead and is breaking above resistance at the $63 region, which rejected last week's rally attempt. The stock is bouncing off support from its 20-day moving average, which came into place in late January, as it heads for its best day since November.

At the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), CSCO's 50-day call/put volume ratio of 5.19 ranks higher than 96% of  annual readings. This suggests traders have been more bullish than usual.

Drilling down to today's options activity, 92,000 calls and 28,000 puts have already crossed the tape, which is 5 times the volume typically seen at this point. The most active contract is the March 65 call.

Shares of Reddit Inc (NYSE:RDDT) and Deere & Co (NYSE:DE) are taking a hit after earnings, tumbling as investors react to their latest results.

Reddit stock was last seen 4.8% lower at $206.10, after the social media giant reported fourth-quarter user numbers that fell short of expectations. While daily active unique visitors surged 39% year-over-year to 101.7 million, the figure missed the StreetAccount consensus of 103.1 million. Despite the disappointment, Reddit still delivered a top- and bottom-line beat for the quarter. So far in 2025, RDDT has added 23.6%.

Meanwhile, Deere stock was 3.4% lower at $460.15 at last glance, brushing off better-than-expected earnings and revenue in its fiscal first-quarter report. Investors reacted to the agricultural machinery company's cautious outlook, as it signaled softer demand ahead. DE maintains an 8.3% year-to-date lead.

Both stocks are experiencing higher-than-usual options activity in response. Reddit stock has seen 11 times its average intraday volume, while Deere stock has been traded at five times its typical volume for this point in a session. For RDDT, the most popular contract is the February 175 put, with new positions opening, while DE's most active contract is the March 470 put. 

Software stock AppLovin Corp (NASDAQ:APP) is skyrocketing to record highs today, up 36.9% at $520.90 at last check, after the company's fourth-quarter results smashed estimates. Should these gains hold, APP will notch its fifth-straight post-earnings gain, which includes a 46.3% pop in November. Strong current-quarter revenue guidance and a handful of price-target hikes, including one from BofA Global Research to $580 from $375, are adding to the optimism as well. APP is up 771% since the start of 2024, with help from its artificial intelligence (AI) ad and search engine success. Looking to focus on ads, the outperforming tech name is selling its app business this quarter for an estimated $900 million. 

Over in the options pits, AppLovin has seen 50,000 calls and 33,000 puts exchanged so far, which is already 2.8 times its average daily options volume. The weekly 2/14 565-strike call is the most popular, with new positions being opened there. 

Trading platform Robinhood Markets Inc (NASDAQ:HOOD) is up 17% at $65.40 at last glance, trading at its highest levels since August 2021. The company easily beat fourth-quarter earnings and revenue expectations, reporting $1.01 billion in revenue with help from the crypto buzz following President Trump's return to office. No fewer than eight analysts lifted their price targets after the event, including Bernstein to $105 from $51. The firm also called HOOD a "best idea" for 2025. Year-over-year, the equity is up 373%. 

HOOD has seen 256,000 calls and 95,000 puts cross the tape so far today -- eight times the overall options volume typically seen at this point. The weekly 2/14 65-strike call is the most active contract, where new positions are being opened. 

You’d have to look far and wide to find an area of Wall Street not rattled by tariffs or Trump trade. But some sectors are at least insulated, for now, from the coming storm. One stock to watch these week is sports betting giant DraftKings Inc (NASDAQ:DKNG).

DraftKings reports fourth-quarter earnings after the close Thursday, Feb. 13. For a company stalled by profitability until only recently, DKNG has a stellar history of post-earnings moves. After the last eight reports, DraftKings has moved higher after earnings six times, with an average return of 8.6% over those last two years. This time around, options traders are anticipating a larger-than-usual, 12.9% shift, regardless of direction.

Per the American Gaming Association, for the third quarter, Americans legally wagered $30.3 billion on sports and generated $3.24 billion in quarterly revenue, up 42.4%. Despite a 20.8% year-to-date gain, DraftKings stock has pivoted around $42, per the chart below, in the last 12 months. However, the shares are now eyeing their highest close since early December. 

Sports betting volume is cyclical around various seasons and always picks up around the Super Bowl. But even when the big game is over, quarterly revenue could be in a good spot until the summer. Basketball, golf, soccer, and baseball are all in the midst of their seasons and won’t wind down until June. March Madness, NBA playoffs, and the start of baseball are all flashpoints for bettors that could keep the tailwinds blowing for DKNG into the summer months.

Wall Street has been keeping an eye on Tesla Inc (NASDAQ:TSLA) since President Donald Trump named CEO Elon Musk to co-lead his new Department of Government Efficiency (DOGE), a taskforce aimed at reducing federal spending. Price updates dinged Tesla stock last month, and at last check they are down 0.9% to trade at $358.26 today  -- on track for their fourth-straight drop and fresh off their sixth weekly loss in seven. The good news is this pullback has TSLA testing a historically bullish trendline.

Tesla's pullback has placed its 80-day moving average, which is a historically bullish trendline. According to Schaeffer's Senior Quantitative Analyst Rocky White, the equity has come within striking distance of this moving average after a prolonged period above it (defined by White as 80% of the time over the past two months and eight of the last 10 trading days) five times over the last three years. The stock was higher one month later after 60% of these signals, averaging a 5.3% gain.

A shift in analyst sentiment could push the shares even higher, as 24 of of the 38 firms in question carry a tepid "hold" or worse rating. Additionally, the 12-month consensus target price of $334.54 is a already a 6.5% discount to current levels.

Options look like a solid strategy when weighing in on TSLA. This is per its Schaeffer's Volatility Index (SVI) of 48% that sits in the 22nd percentile of its annual range, meaning options traders are pricing in low volatility expectations.

Earnings season can be a double-edged sword. While some stocks are rallying today on strong results, we're looking at three -- Lyft Inc (NASDAQ:LYFT), Vertiv Holdings Co (NYSE:VRT), and Zillow Group Inc Class C (NASDAQ:Z) -- that are sinking after earnings.

Lyft Offers Weak Booking Guidance

Lyft stock was last seen 3.1% lower at $13.94, after fourth-quarter gross bookings of $4.28 billion missed the $4.32 billion estimate. The company’s first-quarter guidance of $4.05-$4.20 billion also fell short of analysts' $4.24 billion forecast, raising concerns about growth amid increasing competition. Since the start of 2025, LYFT is up 8.3%.

Lyft’s options pits are buzzing with activity, with 141,000 calls and 85,000 puts traded -- six times the intraday average. The weekly 2/14 13.5-strike call is seeing the most interest, with new positions opening there.

Vertiv's Strong Q4 Overshadowed by Gloomy Guidance

Vertiv stock was 7.8% lower at $113.63 at last glance, moving below its year-to-date breakeven mark despite beating fourth-quarter expectations. The company expects first-quarter adjusted earnings per share (EPS) between $0.57 and $0.63, below the $0.63 analyst estimate. Its full-year EPS forecast between $3.50 and $3.60 also disappointed, with the midpoint below expectations.

VRT is also drawing heavy options action post-earnings, with 48,000 calls and 35,000 puts exchanged, or double its usual volume. The March 90 put is the most active contract, where traders are selling to open new positions.

Zillow's Weak Q1 Guidance Offsets Revenue Beat

Last seen 10.3% lower at $77.42, Zillow stock is falling after issuing disappointing first-quarter guidance, despite a Q4 revenue beat. The company expects first-quarter revenue between $575 and $590 million, below the $599.8 million analyst estimate, raising concerns about future growth in a sluggish housing market. Still, Z boasts a 4.6% year-to-date lead.

Z's typically quiet options market is seeing an uptick, with 14,000 calls and 13,000 puts traded -- 5 times the intraday average. The March 95 call is attracting the most attention.

Pharmaceutical concern ADMA Biologics Inc (NASDAQ:ADMA) has been consolidating above familiar pressure at the $16 region since mid-January. A breakout could be on the way, however, as the stock just came into contact with a historically bullish trendline. 

Per Schaeffer's Senior Quantitative Analyst Rocky White, ADMA has come within striking distance of its 200-day moving average after a lengthy period above it (defined by White as 80% of the time over the past two months and 8 of the last 10 trading days). This has occurred five other times over the last three years, after which the stock was higher one month later 80% of the time with an average 21.2% gain. 

From its current perch at $15.61, a move of similar magnitude would put ADMA at $18.91 -- much closer to its Nov. 11 record peak of $23.64. Year over year, the stock is outperforming with a 200% lead. 

Short covering could provide tailwinds as well. Though short interest has been slowly unwinding, it still represents 5.8% of the stock's available float, or over five days' worth of pent-up buying power. 

Fears surrounding higher interest rates reemerged after today's hotter-than-expected inflation data for January. While the reading is also impacting gold prices, the precious metal is fresh off a record-setting run in response to President Donald Trump's tariffs, which boosted demand for the safe-haven commodity as investors monitor a potential trade war. Below, let's check in with two gold mining giants amid corporate earnings. 

GOLD Eyes Best Day Since August

Barrick Gold Corp (NYSE:GOLD) stock is up 6.1% to trade at $18.11 at last glance -- its highest level since November -- after the company beat fourth-quarter profit estimates and unveiled a $1 billion share buyback program. On track for its best day since August, GOLD sports a 28.7% year-over-year lead, and earlier conquered its 100-day moving average.

Options volume is running at triple the intraday average volume today, with 69,000 calls and 18,000 puts exchanged so far today. The most popular contract by far is the March 80 call.

NEM Gears Up for Earnings

Newmont Corporation (NYSE:NEM) will announce fourth-quarter results after the market closes on Thursday, Feb. 20. The security was last seen up 1.9% to trade at $46.37, and sports a 44.1% year-over-year lead, with 24% added just this year. The shares started the week with a pop to their highest level since late October, and are consolidating above their own 100-day trendline.

Newmont stock has a mixed history of post-earnings reactions, finishing four of its last eight next-day sessions higher, and four lower. This includes a 14.7% drop after its most recent earnings report. The security averaged a move of 6.2% over the past two years, regardless of direction, and this time the options pits are pricing in a larger swing of 8.1%.