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Stock Markets February 5, 2026

After-Hours Movers: Amazon Slumps; Roblox, Bloom Energy, Fortinet and BILL Jump

A mix of earnings beats, forward guidance and capital spending plans drove significant after-hours swings across tech, energy and healthcare names

By Derek Hwang AMZN RBLX BE RDDT DOCS
After-Hours Movers: Amazon Slumps; Roblox, Bloom Energy, Fortinet and BILL Jump
AMZN RBLX BE RDDT DOCS

Stocks moved sharply after the bell as several companies reported quarterly results or issued guidance that diverged meaningfully from analyst expectations. Amazon posted weaker-than-expected figures and flagged much higher capital spending, weighing on its shares. Other names including Roblox, Bloom Energy, Fortinet and BILL saw notable gains after reporting stronger-than-expected bookings, revenue or earnings. Conversely, Doximity and Molina Healthcare delivered guidance that pressured their stocks.

Key Points

  • Amazon reported weaker-than-expected quarterly results and flagged about $200 billion in capital expenditures for 2026, exceeding analysts' $146.11 billion estimate - impacting e-commerce and cloud capital intensity.
  • Roblox, Bloom Energy, Fortinet and BILL posted results or guidance that topped consensus, producing sizable after-hours gains in gaming, energy, cybersecurity and payments-related software.
  • Doximity and Molina Healthcare issued guidance that missed expectations, leading to significant declines in stocks tied to healthcare services and provider-focused platforms.

Equity markets experienced pronounced after-hours volatility as corporate reports and updated forecasts prompted sizable single-session moves.

Amazon (AMZN) declined 8% following a quarterly report characterized in the filings as lackluster and a capital expenditure outlook that outstripped analyst projections. Management indicated it expects about $200 billion in capital expenditures in 2026, a figure materially above the analysts' estimate of $146.11 billion.

Roblox (RBLX) jumped 20% after issuing full-year bookings guidance that topped consensus. The company projected bookings between $8.28 billion and $8.55 billion for the year, exceeding the analyst consensus of $8.05 billion.

Bloom Energy Corp. (BE) climbed 16% after reporting quarterly results that outperformed estimates. The company posted revenue of $777.7 million for the quarter, compared with the consensus estimate of $640.07 million.

Reddit (RDDT) moved up 1% after delivering quarterly revenue and guidance characterized as solid. Revenue for the quarter was $726 million, versus the consensus estimate of $667 million.

Doximity, Inc. (DOCS) fell 32% after providing operating profit guidance that came in below expectations.

Molina Healthcare (MOH) tumbled 30% after its full-year EPS guidance surprised investors on the downside. Molina sees fiscal year 2026 EPS of at least $5.00, which is well below the consensus estimate of $13.71.

Fortinet (FTNT) rose 9% after beating both top-line and bottom-line estimates for the final quarter of 2025. Fortinet reported fourth-quarter EPS of $0.81, $0.07 above the analysts' estimate of $0.74, and revenue of $1.91 billion versus the consensus estimate of $1.86 billion.

BILL Holdings (BILL) increased 14% following quarterly results that topped expectations. The company reported quarterly revenue of $414.7 million, compared with the consensus estimate of $399.98 million.

The after-hours moves reflected a mix of beat-and-raise results, conservative forward guidance and a large capital spending announcement that together influenced investor positioning across several sectors, including e-commerce, online gaming, distributed energy, social media, healthcare and enterprise cybersecurity.

Risks

  • Elevated capital expenditures at Amazon introduce execution and funding risk for e-commerce and cloud infrastructure spending assumptions.
  • Forward guidance shortfalls at Molina Healthcare and Doximity create uncertainty for investors in healthcare and medical information platforms.
  • Market reactions are sensitive to bookings and revenue guidance, as illustrated by Roblox and Reddit, so revisions to expected user engagement or monetization could affect valuations in the consumer internet sector.

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