Welcome to the Stocktwits Top 25 Newsletter this week!

The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over time. To help you understand this data further, check out our FAQ page, and feel free to reach out if you have questions!

Here are the Stocktwits Top 25 Lists for this week:

In a new NYSE interview, Offerpad (NYSE: $OPAD) CFO Peter Knag laid out the clearest picture yet of the company's path back to profitability. $OPAD expects to reach profitability by the end of 2026, with guidance pointing to ~20% quarter-over-quarter growth.

Knag walked through the relaunch: a lower cost base and a four-solution platform (Cash Offer, Cash Offer Marketplace, Brokerage Services, and a B2B Renovate business) built to keep more customers inside the ecosystem.

The target: ~1,000 transactions per quarter as $OPAD exits 2026, the level Knag said roughly matches where the business hits EBIT and cash flow profitability. His philosophy: volume follows return. With tens of thousands of sellers reaching out monthly, converting just ~3% gets $OPAD to profitability, and current penetration sits "well below 1%."

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Traders can now post video directly on Stocktwits - chart walk-throughs, earnings reactions, trade breakdowns, market takes. All of it, in your voice, in the stream where your followers already are.  

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This week's list is an earnings-driven pile-up: four names with blowout Q1 prints, position jumps, and setups that didn't exist seven days ago.

$STRL ( ▲ 4.12% ) : Sterling Infrastructure, $5.1B cap, new at #19 from off-list: Q1 revenue jumped +92% to $825.7M and adjusted EPS of $3.59 nearly doubled the $2.19 consensus, driven by a $500M semiconductor campus contract and data center backlog up +78% to $3.8B. Guidance raised to $3.7B-$3.8B full-year revenue, +50% over 2025. 91% bullish sentiment, 2.3k watchers, growing fast. Risk: P/E north of 72 and RSI pinned near 88. The numbers are real but the stock is already pricing perfection.

$DOCN ( ▲ 8.99% ) : DigitalOcean, $6.1B cap, new at #11 from off-list: Q1 EPS of $0.44 demolished the $0.27 estimate and AI customer ARR surged +221% to $170M. The company raised full-year revenue guidance to $1.14B and launched its AI-native cloud platform the week before the print. Announced S&P SmallCap 600 to MidCap 400 promotion, forcing index-driven buying. Risk: 11.9M-share secondary offering announced alongside earnings and RSI at 90. The print was clean; the dilution is real.

$AGL ( ▼ 10.6% ) : agilon health, ~$1.7B cap, new at #13 from off-list: EPS of $1.80 nearly doubled the $0.93 consensus on $1.42B revenue. Medical margins expanded +16% to $149M and full-year guidance raised to $5.68B-$5.81B, above the $5.45B Street model. Stock ripped from $27 to $54 in one session Thursday. 90% bullish sentiment. Risk: Revenue still fell -7% YoY on membership shrinkage. The margin story held, but membership needs to reverse for this to be more than a one-quarter reprieve.

$RXT ( ▲ 55.97% ) : Rackspace Technology, ~$1.4B cap, new at #2 from off-list: Q1 revenue +2% to $678M and net income flipped to $8M positive, the clearest sign yet that the Palantir AI partnership and AMD MoU are moving from press release to P&L. FY2026 guidance set at $2.6B-$2.7B revenue. 96% bullish sentiment on Stocktwits, 8.3k watchers. Risk: Rackspace carries heavy legacy debt, private cloud revenue fell -6% in Q1, and a -7% post-earnings session Wednesday shows the tape is fragile. The AI pivot is early-innings, not proven.

$AAOI ( ▼ 5.47% ) : Applied Optoelectronics, $2.9B cap, dropped from #5 to off-watch: Fell -18.8% this week after running +327% YTD. No fresh catalyst. Sentiment held at 64% but the price action says the AI optics bid is cooling. Watch the bounce before re-entry.

Off the list this week: $FUBO ( ▼ 4.73% ) fell from #6, down -25.6% on the week as the squeeze unwound with no new catalyst. $ERAS dropped from #20 after flat momentum and no binary event on the calendar.

Next week's swing factor: Rackspace management commentary on the AMD and Palantir pipeline, expected in follow-on investor calls. Any color on private cloud stabilization or AI deal conversion timing moves $RXT and reads through to $DOCN's infrastructure thesis.

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