Key Highlights

  • A USD 0.70 special dividend, a USD 0.10 semi-annual dividend and a USD 50 million buyback accompanied third-quarter Revenue of USD 188.6 million at Cricut (NASDAQ:CRCT), which climbed 38.84% to USD 8.29.
  • 64.9 million daily active users, up 29%, plus a 2026 revenue forecast of USD 1,221 million, sent Duolingo (NASDAQ:DUOL) up 35.73% to USD 173.74, even though adjusted EBITDA dipped about 2%.
  • USD 343.6 million of third-quarter revenue, up 12%, and plans to restart repurchases lifted LendingTree (NASDAQ:TREE) 32.32% to USD 38.20, even with a GAAP net loss of USD 72.4 million.
  • Sales up 27.8%, with a 35.5% adjusted EBITDA margin, plus guidance of at least USD 490 million in free cash flow, propelled Clear Secure (NYSE:YOU) up 28.44% to USD 61.35.

Cricut (NASDAQ:CRCT): Up 38.84% on Margin Gains and a Special Payout

Cricut (NASDAQ:CRCT) was quoted at USD 8.29 on November 4, 2026, a gain of 38.84% or about USD 2.32, from an implied prior close of USD 5.97 (calculated). Third-quarter revenue, released November 3, 2026, reached USD 188.6 million, an 11% increase, with products revenue up 17% and gross margin at 57.7% compared with 55.2%. Net Income climbed 36% to USD 27.8 million, or USD 0.13 per diluted share. The board approved a USD 0.70 Special Dividend and a USD 0.10 semi-annual dividend, both payable in January 2027, and refilled the buyback authorization to USD 50 million. The release offered no full-year guidance. Paid subscribers rose only 2%, and inventories climbed to USD 146.9 million from USD 102.7 million at the end of 2025. Platform revenue came in at USD 85.9 million, almost 4% higher, and Operating Income was USD 33.9 million, an 18.0% margin. Products carry lower margins than subscriptions, so the shift in mix makes the margin improvement more significant. Nine-month operating Cash Flow was USD 100.9 million against USD 117.8 million, a decline worth monitoring, and a one-day jump this size can partly unwind. Cash stood at USD 174.6 million, and the company bought back 1,294,882 shares for USD 6.5 million during the quarter. Paid subscribers totaled 3.07 million, up 2%, and platform average revenue per user was USD 56.70, up 3%.

Duolingo (NASDAQ:DUOL): Up 35.73% as Daily Users Hit 64.9 Million

Duolingo (NASDAQ:DUOL) gained USD 45.74, or 35.73%, to USD 173.74 on November 4, 2026, from an implied prior close of about USD 128.00 (calculated). The Shareholder letter dated November 3, 2026 reported daily active users up 29% to 64.9 million, quicker than the 23% recorded in the second quarter. Revenue reached USD 309.0 million, up 14%, and bookings came in at USD 316.1 million, up 12%. The company set 2026 revenue guidance at USD 1,221 million and fourth-quarter bookings at USD 382 million. Adjusted EBITDA eased about 2% to USD 78.7 million, and published coverage placed adjusted EPS of USD 0.54 under a consensus of roughly USD 0.57. User growth outpaced bookings growth, so converting users into paying learners is the key test. For 2026 the company now expects bookings of USD 1,296 million and adjusted EBITDA of USD 323 million, USD 3 million above its earlier view. It expects fourth-quarter gross margin around 72.0% as AI features expand. Coverage published before the open put the average analyst price target near USD 137.54, below the intraday price, so estimate revisions may follow. Net income was USD 27.2 million, or USD 0.54 per diluted share, versus USD 292.2 million a year earlier, when a one-time USD 222.7 million tax benefit inflated the comparison. Evercore ISI reiterated an Outperform rating.

LendingTree (NASDAQ:TREE): Up 32.32% Despite a Goodwill Write-Down

LendingTree (NASDAQ:TREE) traded at USD 38.20 on November 4, 2026, up 32.32% or about USD 9.33, from an implied prior close of USD 28.87 (calculated), on around 682,230 shares. Third-quarter revenue grew 12% to USD 343.6 million and adjusted EBITDA reached USD 39.6 million, down 1%. A non-cash goodwill Impairment of USD 98.8 million produced a GAAP net loss of USD 72.4 million, or USD 5.15 per diluted share. The company paid off USD 60 million of debt, bringing total Debt to USD 330.6 million, and said it plans to buy back shares in the fourth quarter, its first repurchase since the first quarter of 2022. Based on guidance math, fourth-quarter revenue would land under the third quarter. Insurance revenue rose 15% to USD 234.9 million, while Consumer segment profit dropped 16% to USD 29.6 million. Full-year guidance calls for adjusted EBITDA of USD 151 million to USD 153 million. The Insurance segment relies on carrier Advertising budgets, which can change quickly, and a one-day rise above 30% can unwind if buyers lose interest. Cash was USD 82.7 million at September 30, 2026. Variable Marketing margin was USD 94.9 million, or 28% of revenue. The GAAP loss compares with net income of USD 10.2 million a year earlier, and the impairment involves no cash outlay.

Clear Secure (NYSE:YOU): Up 28.44% on Growth and Higher Cash Flow Guidance

Clear Secure (NYSE:YOU) was quoted at USD 61.35 on November 4, 2026, up 28.44% or about USD 13.58, from an implied prior close of about USD 47.77 (calculated). Third-quarter revenue hit USD 292.9 million, up 27.8%, with bookings of USD 323.5 million and diluted EPS of USD 0.52 compared with USD 0.29. Management lifted full-year free cash flow guidance to at least USD 490 million from USD 480 million and expanded the buyback by USD 175.0 million. Operating Cash Flow was negative USD 98.6 million, since about USD 315 million went toward settling Partnership liabilities. Cash dropped to USD 35.4 million, and the published price-to-earnings ratio of about 41.87 leaves little margin for error if member growth slows. Total CLEAR members reached 46.7 million, up 30.7%, and CLEAR+ operates at 62 airports. The company bought back USD 170.9 million of stock in the quarter, and stockholders' Equity fell to USD 130.5 million from USD 204.4 million. A quarterly dividend of USD 0.15 per share is payable on December 24, 2026. A move of this magnitude can partly reverse. Fourth-quarter guidance calls for revenue of USD 299 million to USD 302 million and bookings of USD 335 million to USD 340 million. Net income was USD 75.3 million, of which USD 53.2 million belonged to the company.

Where Things Stand

All four stocks are rising because third-quarter results brought growth, guidance or Capital returns that investors read as better than feared. Cricut (NASDAQ:CRCT) is higher by 38.84% on margins and a special dividend. Duolingo (NASDAQ:DUOL) is up 35.73% on user growth. LendingTree (NASDAQ:TREE) is up 32.32% on revenue growth and lower debt. Clear Secure (NYSE:YOU) is up 28.44% on growth and free cash flow guidance. Gains this large can reverse, so the 10-Q filings and any estimate changes are the next checks.