Stock Markets February 19, 2026

After-Hours Movers: Akamai, GRAIL, Opendoor, Workiva and Alarm.com Drive Volatility

Earnings beats and misses, mixed clinical readouts and forward guidance push several names in after-hours trade

By Jordan Park AKAM GRAL OPEN WK ALRM
After-Hours Movers: Akamai, GRAIL, Opendoor, Workiva and Alarm.com Drive Volatility
AKAM GRAL OPEN WK ALRM

Several public companies saw material price moves in after-hours trading following earnings reports and clinical results. Akamai slid after issuing fiscal 2026 guidance below consensus; GRAIL fell sharply after its cancer screening study missed the primary endpoint; Opendoor jumped on revenue that exceeded estimates; Workiva outperformed on both EPS and revenue; Alarm.com gained after beating expectations and issuing robust guidance.

Key Points

  • Akamai matched quarterly EPS and revenue but guided FY2026 EPS below consensus, leading to a 9% after-hours decline - impacting the cybersecurity/internet infrastructure sector.
  • GRAIL's cancer screening study missed its primary endpoint, though a favorable trend was seen in a pre-specified subgroup of 12 deadly cancers, coinciding with a 30% drop - affecting the diagnostics and biotech sector.
  • Opendoor, Workiva and Alarm.com each reported results that beat estimates or issued strong guidance, producing after-hours gains of 12%, 8%, and 6% respectively - influencing real estate tech, enterprise software, and connected security markets.

Stocks across multiple sectors moved sharply in after-hours trading as corporate reports and a clinical study update altered near-term investor expectations.

Akamai Technologies (AKAM) fell 9% in after-hours trade. The company matched consensus estimates for quarterly EPS and revenue, but its fiscal 2026 guidance came in below market expectations. Management projected FY2026 EPS of $6.20 to $7.20, compared with a consensus forecast of $7.34, prompting the share price decline.

Diagnostic developer GRAIL, Inc. (GRAL) dropped 30% after announcing mixed results from its cancer screening test study. The company reported that the trial did not meet its primary endpoint - a statistically significant reduction in Stage III-IV cancers. However, GRAIL disclosed a favorable trend toward fewer Stage III-IV cancers in a pre-specified subgroup of 12 deadly cancers in the intervention arm following the prevalent screening round. The mixed nature of the readout coincided with the steep sell-off.

Opendoor (OPEN) rallied 12% after reporting quarterly revenue of $736 million, well above the consensus estimate of $576.94 million. The stronger-than-expected top line drove the after-hours gain for the real estate technology company.

Workiva (WK) climbed 8% after releasing fourth-quarter results that beat expectations on both the bottom and top lines. Q4 EPS came in at $0.78, $0.09 above the consensus estimate of $0.69. Revenue for the quarter was $239 million versus a consensus estimate of $235.17 million, supporting the stock's positive move.

Alarm.com (ALRM) rose 6% after the company beat consensus on revenue and earnings and issued optimistic guidance for the coming fiscal year. Alarm.com sees FY2026 EPS of $2.78 to $2.79, compared with a consensus estimate of $2.68, a guidance range that underpinned investor confidence.


This set of after-hours moves underscores how guidance and clinical trial results can dominate near-term stock performance even when current-quarter figures meet or beat expectations. The reactions spanned cybersecurity and internet infrastructure, diagnostics, real estate technology, enterprise software, and connected security services.

Risks

  • Guidance shortfalls may continue to pressure stocks even when current-quarter results meet expectations - notably in infrastructure and technology-related companies.
  • Clinical trial outcomes that fail primary endpoints can trigger steep sell-offs despite favorable subgroup trends, creating heightened volatility for diagnostics and biotech firms.
  • Investor focus on forward guidance and single-quarter metrics can produce abrupt market moves across sectors including real estate technology, enterprise software, and security IoT.

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