U is trading at $18.63 (-0.3%) in pre-market, continuing a sharp decline triggered by its February 11 earnings report where disappointing Q1 guidance overshadowed a Q4 revenue beat.

  • Although Q4 revenue reached $503M (+10% YoY), the Q1 outlook of $485M missed consensus estimates, fueling investor concerns regarding AI competition.
  • The stock remains under pressure following a recent 24-34% post-earnings drop, despite retail sentiment suggesting shares are undervalued relative to a $38 fair value target.
  • Today's price action reflects ongoing volatility and market digestion of the revised growth outlook with no new catalysts reported.