Key Highlights

  • Cricut (NASDAQ:CRCT) climbed 38.84%, the top Earnings gainer of the five, helped by USD 188.6 million in Revenue for the quarter, gross Margin of 57.7% plus a USD 0.70 special dividend.
  • Duolingo (NASDAQ:DUOL) gained 35.73% to USD 173.74 as daily active users hit 64.9 million, up 29%, while the 2026 revenue outlook was raised to USD 1,221 million.
  • LendingTree (NASDAQ:TREE) rose 32.32% to USD 38.20 once revenue for the quarter grew 12% to USD 343.6 million and management flagged Buybacks for the first time since early 2022.
  • Clear Secure's 28.44% and Oportun Financial's 20.72% both came after raised forecasts, and Clear Secure is now aiming for free Cash Flow of at least USD 490 million while Oportun projects adjusted EPS of USD 1.60 to USD 1.70.

Cricut (NASDAQ:CRCT): Up 38.84% as Margins Expanded

Shares changed hands at USD 8.29 in the regular session on November 4, 2026, a 38.84% gain, or about USD 2.32. Working back, the prior close is USD 5.97 (calculated). The third quarter 2026 report was issued on November 3, following the market close. Sales came in at USD 188.6 million, up 11% from USD 170.4 million, with product sales rising 17% to USD 102.7 million and platform revenue of USD 85.9 million. Gross margin was 57.7% versus 55.2%, Operating Income climbed 50% to USD 33.9 million and net earnings rose 36% to USD 27.8 million. Paid subscribers reached 3.07 million, up 2%. Cricut (NASDAQ:CRCT) announced a USD 0.70 special payout plus a USD 0.10 semi-annual dividend, both slated for January 2027, and refilled its buyback to USD 50 million. The report offered no full-year outlook, ninety-day engaged users were unchanged and inventories climbed to USD 146.9 million from USD 102.7 million at year-end 2025, which leaves holiday sales as the open question.

Duolingo (NASDAQ:DUOL): Up 35.73% on Learner Growth and a Stronger Forecast

Duolingo (NASDAQ:DUOL) jumped USD 45.74, or 35.73%, to USD 173.74 in regular trading on November 4, 2026, versus a calculated prior level of roughly USD 128.00. The driver was the third quarter 2026 Shareholder letter, published on November 3 after the bell. Daily active users climbed 29% to 64.9 million, the quickest pace of the year. Revenue hit USD 309.0 million, up 14%, while total bookings reached USD 316.1 million, up 12%. Management now expects 2026 revenue of USD 1,221 million and fourth quarter bookings of USD 382 million. Profitability was less tidy: adjusted EBITDA dipped about 2% to USD 78.7 million, and adjusted Earnings Per Share of USD 0.54 came in under a consensus near USD 0.57. At USD 173.74, Duolingo (NASDAQ:DUOL) sits above the average published target of about USD 137.54 that was reported ahead of the bell. Bookings growth of 12% lags user growth of 29%, and a rise beyond 35% may give some back.

LendingTree (NASDAQ:TREE): Up 32.32% Even With a Goodwill Charge

LendingTree (NASDAQ:TREE) traded at USD 38.20 intraday on November 4, 2026, a 32.32% gain, or about USD 9.33, against a calculated prior close of USD 28.87. Third quarter results were released on November 3. Revenue increased 12% to USD 343.6 million, while adjusted EBITDA reached USD 39.6 million, slipping 1%. A non-cash goodwill write-down of USD 98.8 million drove a GAAP net loss of USD 72.4 million, or USD 5.15 per diluted share. Management paid down USD 60 million of Debt and plans to buy back shares in the fourth quarter, the first repurchases since early 2022, without disclosing a dollar figure. Full-year 2026 guidance calls for revenue of USD 1.30 billion to USD 1.31 billion and adjusted EBITDA of USD 151 million to USD 153 million. Basic math implies fourth quarter revenue of USD 315 million to USD 325 million, under the third quarter level. LendingTree (NASDAQ:TREE) hinges on carrier ad spending, which moves fast.

Clear Secure (NYSE:YOU): Up 28.44% on Expansion and Shareholder Payouts

Clear Secure (NYSE:YOU) changed hands at USD 61.35 intraday on November 4, 2026, a 28.44% rise that calculates to a prior close near USD 47.77 and a USD 13.58 gain. Third quarter results were posted before an 8:00 a.m. ET conference. Revenue reached USD 292.9 million, up 27.8%, while bookings grew 24.4% to USD 323.5 million and Net Income totaled USD 75.3 million, with diluted EPS of USD 0.52 versus USD 0.29. CLEAR members totaled 46.7 million, up 30.7%. Management lifted its full-year free cash flow target to at least USD 490 million from USD 480 million and enlarged the repurchase authorization by USD 175.0 million, leaving about USD 254.4 million open. Clear Secure (NYSE:YOU) deployed USD 170.9 million on buybacks during the quarter, while cash dropped to USD 35.4 million from USD 85.7 million at the end of 2025. Cash from operations came in at minus USD 98.6 million, after roughly USD 315 million went toward settling Partnership liabilities.

Oportun Financial (NASDAQ:OPRT): Up 20.72% Following a Higher Forecast

Oportun Financial (NASDAQ:OPRT) climbed 20.72%, or USD 2.08, to USD 12.12 intraday on November 4, 2026, from a calculated prior close near USD 10.04. The move followed the third quarter earnings release submitted to the SEC on November 3, 2026. Total revenue reached USD 246.3 million, adjusted EPS came in at USD 0.51 versus USD 0.39 twelve months before, while originations grew 12% to USD 571.8 million. Credit got better, with losses on an annualized basis easing to 10.6% from 11.8% and the share of loans 30 or more days late dropping to 4.1% from 4.7%. Borrowing costs dropped to 6.1% from 8.1% once USD 68 million of corporate borrowings were retired. Full-year adjusted EPS guidance sits at USD 1.60 to USD 1.70. Oportun Financial (NASDAQ:OPRT) booked a one-off VAT refund from Mexico, received in September 2026, that is left out of the adjusted figures. Consumer credit stays sensitive to jobs and inflation, and Volume sat at roughly 1.10 times normal.

Where Things Stand

Cricut (NASDAQ:CRCT) posted the largest earnings gain, up 38.84%. The common thread is results that investors judged better than expected, typically paired with a stronger outlook or Capital returns. Duolingo (NASDAQ:DUOL) was rewarded for user expansion. LendingTree (NASDAQ:TREE) benefited from debt cuts and buybacks. Clear Secure (NYSE:YOU) gained on growth and free cash flow targets. Oportun Financial (NASDAQ:OPRT) gained on credit quality. Every rally came off a sizable one-session gap, and gaps like these may partly fade, so forthcoming 10-Q disclosures and quarterly commentary will decide it.