Trending tickers: Nvidia, Salesforce, Baidu, IonQ and Ocado

The latest investor updates on stocks that are trending on Thursday 

Vicky McKeever · Business reporter

Updated Thu, 26 February 2026 at 7:11 pm GMT+9 5 min read

In this article:

NVDA

+1.41%

BIDU

-0.73%

IONQ

+6.23%

CRM

+3.41%

Nvidia (NVDA)

Investors had a fairly muted response to Nvidia’s (NVDA) latest earnings, with shares up just 1% in pre-market trading on Thursday, despite the chipmaker beating expectations and offering a better-than-anticipated outlook.

In fourth quarter results reported after the bell on Wednesday, Nvidia (NVDA) reported earnings per share (EPS) of $1.62 on revenue of $68.1bn (£50.3bn). Wall Street had expected EPS of $1.53 on revenue of $65.8bn, according to Bloomberg analyst consensus estimates. In the same quarter last year, Nvidia posted EPS of $0.89 and revenue of $39.3bn.

Much of the chipmaker’s fourth quarter revenue growth came from its data centre business, bringing in $62.3bn for the period, which was also better than analyst forecasts of $60.2bn.

**Read more: **Stocks flat as traders assess Nvidia results and tariffs

In terms of guidance, Nvidia (NVDA) said it expected revenue for the first quarter to be between $76.44bn and $79.56bn, topping estimates of $72.8bn.

Ben Barringer, head of technology research at Quilter Cheviot, said: “Nvidia had a nice beat and raise in its latest set of eagerly anticipated quarterly earnings and this should go some way to helping assuage any fears around the AI trade the market has.”

However, Barringer said that “the market is fickle and has become somewhat accustomed to Nvidia beating expectations and raising guidance by this level”.

“The company remains at the top of the pyramid, but with competition intensifying beneath them and others looking to diversify supply away from Nvidia, it will need to keep delivering these sorts of results to keep the market calm,” he added.

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195.56 +2.71 (+1.41%)

At close: 25 February at 16:00:03 GMT-5

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Salesforce (CRM)

Another tech giant in the spotlight is Salesforce (CRM), with shares slipping nearly 4% in pre-market trading on Thursday, after the company delivered a mixed set of results.

Salesforce (CRM) posted adjusted EPS of $3.81 for the fourth quarter, in results released after the market close on Wednesday, which topped estimates of $3.05. Revenue for the quarter came in at $11.2bn, which only narrowly beat analyst expectations of $11.17bn.

However, Salesforce’s (CRM) annual revenue forecast fell short of expectations, with the software company guiding to a range of $45.8bn ⁠to $46.2bn. The midpoint of this range came in just below an estimate of $46.06bn, according to data compiled by LSEG, reported by Reuters.

**Read more: **Where the UK’s ISA millionaires are investing their money

The fall in shares came despite the company lifting its revenue target for the 2030 fiscal year to $63bn, up from previous guidance of more than $60bn, as well as committing to $50bn in share buybacks.

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Quilter Cheviot’s Barringer said that Salesforce’s (CRM) latest earnings “did very little to calm fears around the future of software providers”.

“The problem for Salesforce is that its agentic AI software, AgentForce, is growing very strongly, but remains a tiny part of overall revenues,” he said. “Until it can begin shifting clients onto AgentForce in greater numbers, the narrative will not shift.”

“With other software providers equally struggling to turn the tide against the potential of AI, share prices are going to continue to be challenged,” Barringer added.

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191.75 +6.33 (+3.41%)

At close: 25 February at 16:00:03 GMT-5

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Baidu (BIDU)

In Asia, Chinese tech company Baidu (BIDU) reported better-than-expected fourth-quarter revenue, in results released on Thursday.

Baidu (BIDU) posted revenue of 32.74 billion yuan (£3.53bn) for the quarter ended 31 December, which was ahead of the average analyst estimate of ​32.62 ​billion yuan, according to data ​compiled ​by LSEG reported by Reuters.

Read more:** Stocks that are trending today**

This figure was also up 5% quarter-on-quarter and Baidu (BIDU) said that this growth was primarily due to an increase in core artificial intelligence-powered business.

Robin Li, CEO of Baidu, said: “2025 marked a pivotal year as AI became the new core of Baidu (BIDU). AI Cloud Infra gained strong momentum, with our differentiated full-stack end-to-end AI capabilities earning growing enterprise recognition.”

Despite the revenue beat, Baidu’s New York-listed shares were down nearly 3% in pre-market trading.

IonQ (IONQ)

Back in the US, shares in IonQ (IONQ) surged nearly 14% in pre-market trading, on the back of its latest earnings.

The quantum computing company reported revenue of $61.9m in the fourth quarter, which was up 429% year-on-year. For the full year, revenue came in at $130m, which was 202% higher than 2024.

At the same time, the company reported an adjusted loss before interest, taxes, depreciation and amortisation of $67.4m for the fourth quarter and $186.8m for the year.

Looking ahead, IonQ (IONQ) said that it expected revenue to be in the range of $48m to $51m for the first quarter, and to be between $225m and $245m for the year.

The company expected to report adjusted loss before interest, taxes, depreciation and amortisation of $330m and $310m for the year.

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33.59 +1.97 (+6.23%)

At close: 25 February at 16:00:02 GMT-5

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Ocado (OCDO.L)

In the UK, shares in online grocery business Ocado slid 9% on Thursday morning, after the company announced plans to cut a “significant number” of roles.

The announcement came in the company’s full-year results, in which Ocado (OCDO.L) reported group revenue of £1.36bn ($1.84bn), which was up 12.1%. Group adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) came in at £178m for the year, which was up from £112m last year.

**Read more: **EasyJet and Rightmove poised to drop out of FTSE 100

Chris Beauchamp, chief market analyst at IG, said: “Ocado continues to be one of the most impressive vehicles for shareholder value destruction we have seen.”

“For a company once seen as the future of supermarket delivery, its fate has been to be overtaken by its more pedestrian, but larger, rivals, utilising their size and reach and building on their existing business to tell a much more compelling story for investors,” he said.

“Rather than use Ocado’s technology, they have instead built their own and simply bypassed the newcomer, leaving Ocado as the great white elephant that failed to deliver.”

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