Software Stocks Under Pressure, Financials Worst Performing Sector
Uncertainty regarding trade policy in the wake of last week's Supreme Court decision to overrule the Trump tariff efforts, compounded by more AI impact uncertainty after a widely circulated doomsday scenario substack published over the weekend by Citrini Research reverberated across the equity markets on Monday. Software names were again under heavy selling pressure, though Financials was the worst performing sector on fears that technology will breach the payment network moats while also decreasing white-collar labor demand, with the feedback loop into mortgages and the housing market. Staples, Healthcare, Utilities and Energy fared better amid continuing sector rotation away from Tech.In the opening hour of the evening session, the fragile sentiment has found some footing, with S&P e-minis and Nasdaq 100 contracts up marginally. Commodities, meanwhile, are just off Monday's highs - WTI Crude Oil front-month contract still sits north of $66 per barrel, Gold is bid above $5,250, and Silver is just shy of $88 per ounce.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Super Group Limitedup 15.2%Keysight Technologiesup 15.1%Forward Airup 8.0%Helix Energy Solutions Groupup 6.9%Bed Bath & Beyondup 5.3%Douglas Dynamicsup 4.4%ALSO HIGHER -Teradataup 4.9% after disclosing litigation settlement, $480M awardDOWN AFTER EARNINGS -Ultra Clean Holdingsdown 10.4%Hims & Hers Healthdown 7.9%Paymentusdown 3.7%Kratos Defense & Security Solutionsdown 3.0%Diamondback Energydown 2.8%ALSO LOWER -Whirlpooldown 7.7% after mixed shelf offeringTandem Diabetesdown 5.0% after convertible debt offering
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- Super Group Options Volume: Super Group Ltd (SGHC) options are showing a trading volume of 20,737 contracts today, representing approximately 2.1 million underlying shares, which accounts for a significant 66% of SGHC's average daily trading volume of 3.1 million shares over the past month, indicating strong market interest.
- High Call Option Activity: Within SGHC, the $10.75 strike call option is particularly active, with 13,178 contracts traded today, equating to about 1.3 million shares, reflecting investor optimism regarding future price increases.
- Vir Biotechnology Options Activity: Concurrently, Vir Biotechnology Inc (VIR) options are showing a volume of 10,510 contracts today, representing approximately 1.1 million underlying shares, which is 59.4% of VIR's average daily trading volume of 1.8 million shares over the past month, demonstrating the stock's market activity.
- VIR Call Option Trading: For VIR, the $7.50 strike call option has seen a trading volume of 1,952 contracts today, representing about 195,200 shares, indicating an increasing bullish sentiment among investors regarding this stock.
- Strong Sales Performance: SGHC Ltd reported Q4 sales of $578.3 million, surpassing analyst expectations of $518.3 million, indicating robust market performance that solidifies its position in the industry.
- Optimistic Future Outlook: The company projects FY2026 revenue to exceed $2.55 billion, significantly above market estimates of $2.219 billion, which could attract more investor interest and enhance market confidence.
- Stock Price Surge: Following the earnings report, SGHC shares rose 11.5% to $10.84 on Tuesday, reflecting market recognition of the company's growth potential and possibly stimulating further investor buying interest.
- Analyst Rating Adjustments: Benchmark analyst Mike Hickey maintained a Buy rating on SGHC and raised the price target from $17 to $18, while BTIG analyst Clark Lampen also kept a Buy rating but lowered the target from $19 to $16, indicating mixed market sentiment regarding the company's outlook.
- Dividend Increase: Super Group has declared a quarterly dividend of $0.05 per share, marking a 25% increase from the previous $0.04, which reflects the company's ongoing improvement in profitability and cash flow management, thereby boosting investor confidence.
- Revenue Outlook: The company expects its fiscal year revenue to be between $2.17 billion and $2.27 billion, indicating a positive outlook on future market demand and providing a stable return foundation for shareholders.
- Dividend Payment Schedule: The dividend will be payable on March 31, with a record date of March 16 and an ex-dividend date also on March 16, ensuring shareholders receive timely returns and enhancing the company's attractiveness to investors.
- Earnings Scorecard: Super Group's dividend scorecard and yield chart demonstrate its competitiveness within the industry, and the ongoing dividend growth alongside stable financial performance may attract more institutional investor interest.
- Strong Earnings Performance: Keysight Technologies reported earnings per share of $2.17, exceeding Wall Street's expectation of $2, demonstrating robust profitability that boosts investor confidence.
- Significant Revenue Growth: The quarterly revenue reached $1.6 billion, surpassing the analyst consensus of $1.54 billion, indicating successful business expansion and strong market demand, further solidifying its market position.
- Stock Price Surge: Keysight's shares jumped 16.8% to $286.03 in pre-market trading, reflecting a positive investor reaction to the company's financial performance, which may attract more investor interest.
- Market Dynamics Impact: Keysight's strong results could influence the performance of other related stocks, particularly in the technology and electronics sectors, signaling an overall improvement in market sentiment.
- Revenue Performance: Super Group's Q4 revenue reached $578.3 million, marking an 8.4% year-over-year increase and exceeding market expectations by $4.76 million, indicating the company's robust growth in a competitive landscape.
- Profit Before Tax: The profit before tax for Q4 2025 was $95.1 million, down from $103.3 million in 2024, reflecting potential cost pressures that may have impacted profitability, yet overall performance remains solid.
- Adjusted EBITDA: Adjusted EBITDA for Q4 2025 was $139.0 million, up 10.5% from $125.9 million in 2024, demonstrating ongoing improvements in operational efficiency and profitability.
- Customer Growth: The monthly average customers for Q4 reached 6.1 million, a 16% increase from 5.3 million in 2024, showcasing Super Group's success in attracting new customers and enhancing market share.









