After‑Hours Movers Overview

Cerebras Systems reported third‑quarter revenue of $230.9 million, comfortably surpassing Wall Street’s $214.7 million forecast, while posting an EPS loss of $0.67. Management upgraded full‑year 2026 revenue guidance to a range of $940‑$960 million, well above the consensus $887.5 million, and projected fourth‑quarter revenue of $310‑$330 million, driven by accelerated cloud inference deployments and sovereign AI cluster demand. The stock rallied approximately 12% in after‑hours trading.

Cisco Systems delivered fiscal first‑quarter results with revenue of $18.5 billion, edging past the expected $18.11 billion, and an adjusted EPS of $1.40 versus the $1.32 consensus. The company raised its fiscal 2027 revenue outlook to $74.8‑$75.8 billion (midpoint $75 billion) and FY2027 EPS guidance to $5.47‑$5.53, both comfortably above analyst expectations. Shares gained roughly 3% following the release.

Applied Materials posted fiscal fourth‑quarter revenue of $10.41 billion, beating the $10.30 billion estimate, and reported adjusted EPS of $4.16, surpassing the $4.06 consensus. The firm guided first‑quarter fiscal 2027 revenue to $11.1 billion (±$500 million) and adjusted EPS to $4.35 ± $0.20, both ahead of market forecasts. The stock slipped about 1.6% in extended trading.

Newsmax Inc. turned a profit in the third quarter, reporting EPS of $0.12 against analysts’ expectation of a $0.02 loss, and generated $96 million in revenue, nearly double the prior‑year $49.8 million. The company reaffirmed its full‑year 2026 revenue guidance of $212‑$216 million. Flowers Foods missed third‑quarter expectations, posting adjusted EPS of $0.10 versus the $0.15 consensus and net sales of $1.17 billion, slightly below the $1.19 billion forecast. Management cut its full‑year 2026 EPS target to $0.63‑$0.68 and trimmed revenue guidance to $5.016‑$5.063 billion, citing weaker retail volumes, higher promotional discounts, and persistent input‑cost pressures. Flowers’ shares fell about 11%.

Overall Market Impact: The earnings beats and raised guidance from Cerebras, Cisco, and Applied Materials supported modest positive sentiment for the technology and semiconductor equipment sectors, while the miss and guidance cuts at Flowers Foods pressured consumer‑staples sentiment. Newsmax’s profit surprise added a positive note for media‑related equities.