Key Highlights

  • Aware (NASDAQ:AWRE) was quoted 18.30% higher at USD 1.19 in premarket trading on November 5, 2026, a week after its October 28, 2026 report.
  • Vertex (NASDAQ:VERX) was quoted 13.19% higher at USD 18.02 after lifting its 2026 Revenue outlook despite a quarterly net loss.
  • Rapid7 (NASDAQ:RPD) was quoted 11.7% higher at USD 16.80 even though revenue and annual Recurring Revenue both fell.
  • HubSpot (NYSE:HUBS) was quoted 11% lower at USD 192.80 after a beat. Fastly (NYSE:FSLY) was quoted 14.33% lower at USD 18.02 despite record revenue.

Aware (NASDAQ:AWRE): Smaller Loss, Falling Total Revenue

Aware (NASDAQ:AWRE) was quoted 18.30% higher at USD 1.19 in premarket trading on November 5, 2026, per the premarket quote, and no same-day catalyst was verified. The latest update is its third quarter report of October 28, 2026. Total revenue fell to USD 4.4 million from USD 5.1 million, while recurring revenue, the subscription income that repeats and is easier to forecast, rose to USD 4.0 million from USD 3.6 million. Operating expenses fell to USD 5.4 million from USD 6.4 million and the net loss narrowed to USD 0.8 million, or USD 0.04 per share, from USD 1.1 million. Chief Executive Ajay Amlani said that cost reduction alone is not the objective. The cost actions should deliver about USD 4.0 million of annualized savings. Nine-month net loss widened to USD 6.8 million from USD 4.4 million. Cash and marketable securities were about USD 15.4 million with no debt. As a micro-cap, a small number of trades can move the price, spreads can be wide and quoted moves can reverse. The release gives no formal guidance.

Vertex (NASDAQ:VERX): Recurring Revenue Behind a Raised Outlook

Vertex (NASDAQ:VERX) released third-quarter 2026 results on November 4, 2026, and the shares were quoted 13.19% higher at USD 18.02 in premarket trading on November 5, 2026, per the premarket quote. Annual recurring revenue reached USD 724.3 million, up 11.7%, on revenue of USD 213.3 million, up 11.0%. Chief Financial Officer John Schwab said the company is raising its full-year revenue and adjusted EBITDA outlook, and revenue is now guided to USD 828.9 million to USD 830.9 million. Adjusted EBITDA was USD 64.8 million, a 30.4% margin, yet the company reported a net loss of USD 46.6 million against Net Income of USD 4.0 million. Adjusted EBITDA strips out items such as stock-based pay and other non-cash or one-time charges, so it can diverge sharply from GAAP results. Net revenue retention of 106% compares with 107% a year earlier. Fourth quarter adjusted EBITDA is guided to USD 58.0 million to USD 60.0 million. Competition from larger enterprise software vendors and valuation sensitivity to growth expectations are the main risks, and a premarket gain can narrow.

Rapid7 (NASDAQ:RPD): Profit Rewarded While Growth Shrinks

Rapid7 (NASDAQ:RPD) reported third quarter 2026 results on November 4, 2026, and the shares were quoted 11.7% higher at USD 16.80 in premarket trading on November 5, 2026, per the premarket quote. Revenue was USD 212.4 million, down 2.5%, and annual recurring revenue, the annualized value of active subscription contracts, was USD 819.7 million, down 2.2%. Profit was well ahead of the top line: non-GAAP income from operations was USD 46.2 million, GAAP income from operations was USD 9.0 million and non-GAAP Diluted Earnings per Share were USD 0.60. The gap between the two operating figures, simple arithmetic on two published numbers, shows how much adjusted profit relies on exclusions such as USD 10.0 million of restructuring expense. Free Cash Flow was USD 26.5 million and cash and government securities were USD 731.6 million. Chief Executive Wael Mohamed said the company is not declaring victory but building proof. Fourth quarter revenue is guided to USD 208 million to USD 210 million, down 4% to 3%, so the market is rewarding cash generation, not expansion, and premarket moves can reverse.

HubSpot (NYSE:HUBS): Beat on the Quarter, Caution on the Outlook

HubSpot (NYSE:HUBS) reported third-quarter 2026 results after the close on November 4, 2026, and the shares were quoted 11% lower at USD 192.80 in premarket trading on November 5, 2026, per the premarket quote. Published coverage cites revenue of USD 947.6 million, about 17% higher, against a consensus estimate of USD 925.5 million, and adjusted earnings per share of USD 3.81 against USD 3.27. These figures come from published coverage and are best read as approximate until checked against the company filing. The fourth-quarter revenue guide fell short of expectations, and commentary described an AI shift pressuring growth. Software shares are priced on expected growth, so when a seller of customer relationship management software signals slower growth, investors often cut the multiple they apply, even when profits improve. Management did raise the full-year outlook to revenue of USD 3.685 billion to USD 3.687 billion. UBS downgraded the stock to Neutral from Buy in late October 2026. Risks include AI tools reducing paid seats, a shift toward usage pricing and competition, and premarket quotes can reverse.

Fastly (NYSE:FSLY): Record Revenue, Sharp Premarket Slide

Fastly (NYSE:FSLY) reported third quarter 2026 results on November 4, 2026, and the shares were quoted 14.33% lower at USD 18.02 in premarket trading on November 5, 2026, per the premarket quote. Revenue was a record USD 190.2 million, up 20%, with security revenue up 32% to USD 44.7 million and adjusted EBITDA of USD 43.5 million against USD 25.7 million. The GAAP net loss narrowed to USD 11.3 million, or USD 0.07 per share. Net retention rose to 119% and 74% of large customers use two or more product suites. Fourth quarter revenue is guided to USD 198.0 million to USD 202.0 million and full-year revenue to USD 744.0 million to USD 748.0 million. How the results compared with analyst consensus was not confirmed, so the reason for the decline is not established by the filing. One datapoint stands out: the top ten customers made up 39% of revenue, up from 32%, so a single large account change can move results. Cash was USD 113.5 million with USD 251.7 million in marketable securities, and premarket quotes can reverse.

Where Things Stand

Software and Cybersecurity names split on this tape, which suggests investors are paying for profit and outlook, not for a good quarter alone. Aware (NASDAQ:AWRE) gains on a smaller loss despite shrinking total revenue. Vertex (NASDAQ:VERX) rises on a raised outlook with a GAAP loss. Rapid7 (NASDAQ:RPD) rises on cash and margins while recurring revenue falls. HubSpot (NYSE:HUBS) falls on cautious fourth quarter guidance despite a beat. Fastly (NYSE:FSLY) falls despite record revenue with no verified reason. The balance of evidence favors reading outlooks and margins, not headline growth. Premarket quotes are snapshots.