🆕 Newsmakers — 4:30p ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Toast: Don't Let Valuation Get Out Of Control, Trim Here (Downgrade) Toast has surged ~50% from YTD lows, prompting a downgrade to neutral as valuation now appears stretched. TOST's Q2 results were strong: 23% y/y revenue growth, 28% subscription growth, and improving gross margins via AI-driven efficiencies. Despite robust ARR and GPV growth, ma… — seekingalpha.com · 08/05 4:20p https://seekingalpha.com/article/4931138-toast-dont-let-valuation-get-out-of-control-trim-here-downgrade • Dexterra Group Inc. (DXT:CA) Q2 2026 Earnings Call Transcript Dexterra Group Inc. (DXT:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 4:20p https://seekingalpha.com/article/4931176-dexterra-group-inc-dxt-ca-q2-2026-earnings-call-transcript • Verano Holdings Corp. (VRNO:CA) Q2 2026 Earnings Call Transcript Verano Holdings Corp. (VRNO:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:40p https://seekingalpha.com/article/4930991-verano-holdings-corp-vrno-ca-q2-2026-earnings-call-transcript • Fidus Investment: Too Expensive To Buy Before Earnings (Earnings Preview) FDUS remains a hold as recent price appreciation limits upside, despite strong Q1 results and robust dividend coverage. FDUS's portfolio is well-structured, with a significant first-lien debt focus and resilient software/IT exposure, supported by high switching costs and sponsor… — seekingalpha.com · 08/05 3:33p https://seekingalpha.com/article/4931081-fidus-investment-too-expensive-to-buy-before-earnings-earnings-preview • LATAM Airlines Group S.A. (LTM) Q2 2026 Earnings Call Transcript LATAM Airlines Group S.A. (LTM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:30p https://seekingalpha.com/article/4930863-latam-airlines-group-s-a-ltm-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. SHOP +17% $144.24 (187B cap) Buy the Surge in Shopify (SHOP) Stock After Strong Q2 Earnings? Shopify (SHOP) shares have surged as much as 24% in Wednesday's trading session after the leading global commerce company reported strong Q2 results yesterday evening. — zacks.com · 08/05 4:08p https://www.zacks.com/commentary/2969041/buy-the-surge-in-shopify-shop-stock-after-strong-q2-earnings?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2969041

2. HL +7% $16.54 (11B cap) Hecla Mining Company (HL) Q2 2026 Earnings Call Transcript Hecla Mining Company (HL) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 4:00p https://seekingalpha.com/article/4930924-hecla-mining-company-hl-q2-2026-earnings-call-transcript

3. FIG +4% $28.15 (14B cap) Figma lifts annual revenue forecast as AI efforts drive solid demand Figma lifted its annual revenue forecast on Wednesday, encouraged by strong demand for its design software ​products, as the company's efforts to integrate AI in its ‌tools helped attract and retain more users. — reuters.com · 08/05 4:09p https://www.reuters.com/technology/figma-lifts-annual-revenue-forecast-ai-efforts-drive-solid-demand-2026-08-05/

📈 NEW GAINERS:

1. GTE +38% $9.44 (334M cap) Gran Tierra Energy Inc. (GTE) Q2 2026 Earnings Call Transcript Gran Tierra Energy Inc. (GTE) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:50p https://seekingalpha.com/article/4930911-gran-tierra-energy-inc-gte-q2-2026-earnings-call-transcript

2. BLMN +33% $11.85 (1.0B cap) Bloomin' Brands, Inc. (BLMN) Q2 2026 Earnings Call Transcript Bloomin' Brands, Inc. (BLMN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:30p https://seekingalpha.com/article/4931007-bloomin-brands-inc-blmn-q2-2026-earnings-call-transcript

3. SHOP +17% $144.24 (187B cap) Buy the Surge in Shopify (SHOP) Stock After Strong Q2 Earnings? Shopify (SHOP) shares have surged as much as 24% in Wednesday's trading session after the leading global commerce company reported strong Q2 results yesterday evening. — zacks.com · 08/05 4:08p https://www.zacks.com/commentary/2969041/buy-the-surge-in-shopify-shop-stock-after-strong-q2-earnings?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2969041

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.