After-Hours Stock Movers: Nvidia, Salesforce, and Other Earnings Highlights Drive Market Swings

• Nvidia — The artificial intelligence leader rose 4% after beating expectations on both earnings and revenue in the second quarter. The company reported adjusted earnings of $2.22 per share and revenue of $96.22 billion, exceeding analyst estimates of $2.10 per share and $92.17 billion, according to LSEG. Nvidia also projected third-quarter revenue of $108 billion, surpassing forecasts.

• Salesforce — The customer relationship management software giant surged 12% in postmarket trading following its second-quarter results. Revenue reached $11.35 billion, slightly above the consensus estimate of $11.32 billion from LSEG. Adjusted earnings more than doubled year-over-year to $5.90 per share, driven by an investment gain. A 12% rise would add approximately 160 points to the Dow Jones Industrial Average, assuming the gain holds through the next session.

• Okta — Shares climbed 19% after the identity management platform surpassed second-quarter expectations. Adjusted earnings came in at $1.05 per share on revenue of $805 million, compared with analyst estimates of 97 cents per share and $795 million in revenue, based on LSEG data. Okta also increased its full-year earnings and revenue guidance.

• Agilent Technologies — The life sciences and diagnostics equipment provider gained 4%, buoyed by third-quarter revenue that topped forecasts. Revenue stood at $1.88 billion, exceeding the FactSet consensus estimate of $1.84 billion.

• CrowdStrike Holdings — Shares advanced 10% after the cybersecurity firm exceeded consensus estimates for both revenue and earnings per share. While third-quarter earnings guidance aligned with expectations, the company raised its revenue outlook for the upcoming quarter.

• Veeva Systems — The life sciences cloud software company jumped 8%, reporting stronger-than-expected second-quarter results on both earnings and revenue, on a non-GAAP basis. Veeva also provided upbeat guidance for the current quarter and full year.

• Urban Outfitters — The retail brand declined 3% despite delivering second-quarter earnings and revenue in line with analyst estimates, according to FactSet. Adjusted earnings were $1.72 per share, excluding one-time tariff refund benefits. Investors may have been cautious amid broader sector concerns.

• Synopsys — Shares slipped 2% even as the semiconductor design software company raised its annual revenue and profit forecasts. Synopsys now expects adjusted full-year revenue between $9.69 billion and $9.74 billion, with earnings per share projected between $15.04 and $15.10.

— Contributions from CNBC’s Scott Schnipper, Sean Conlon, Davis Giangiulio, and Ananya Chetia

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