Stock Movers

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

-Micron Technology (MU) shares are higher in extended trading, after the chipmaker reported second-quarter results that were much stronger than expected. It also gave a third-quarter forecast that was well above the analyst consensus.

-Constellation Brands (STZ) shares advance 1.8% in premarket trading on Wednesday after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels.

-CF Industries Holdings (CF) shares fall as much as 2.6% after their rating was cut at Mizuho Securities to underperform from neutral. The stock had rallied on expected growth in demand and prices as the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.

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On this episode of Stock Movers:

- Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

- LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. “We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,” writes analyst Josh Spector

- Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.

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On this episode of Stock Movers:

- CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.

- Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels.

- Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Macy’s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. 

- General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress.  

- Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy’s (M) forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs.
- Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market.
- Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Unilever, the maker of Hellmann’s mayonnaise, is in the early stages of considering a separation of its food assets as it seeks growth from beauty, personal care and wellbeing brands, people with knowledge of the matter said.
- HelloFresh shares plunged to a record low after the meal-kit delivery company said sales are set to shrink for a second straight year.
- Diploma boosted its organic revenue forecast for the full year, as the building component maker continues to be the best performer in the FTSE 100 this century

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Lululemon Athletica (LULU) projected sales to be in a range of $11.35 billion to $11.5 billion in the current fiscal year, with earnings per share projection below expectations. The company's outlook suggests ongoing difficulties, including poor-quality clothing and increasing competition from newer brands, with net revenue in the Americas falling 4% in the fourth quarter.

- The Trade Desk (TTD) shares are up 0.2% in postmarket trading after Adweek said Publicis was telling clients to avoid working with the advertising technology firm. The stock fell 7.4% in Tuesday trading.

- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.

- Uber (UBER) shares gain 4.9% on Tuesday, while Lyft (LYFT) adds 3.1% as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships.

- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.

- Uber (UBER) & Lyft (LYFT) shares jumped after Nvidia (NVDA) announced separate autonomous vehicle partnerships.

- Six Flags (FUN) stocks slightly rose after activist investor Jana Partners pushed for Six Flags Entertainment Corp. to pursue a sale and appoint a new chair, according to a letter sent to the company’s board Tuesday.

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On this episode of Stock Movers:

- Delta (DAL) shares jump. Delta Air Lines Inc. now expects sales to grow in the high single digits through March, after previously guiding for a range of 5% to 7% growth. American Airlines Group Inc., meanwhile, said revenue in the quarter will rise more than 10% — a record for the company — even as more-expensive fuel pushes earnings projections to the more pessimistic end of its range.

-  Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.

- Eli Lilly (LLY) shares dip after HSBC turned bearish on the stock, for the second time in a year, saying investor expectations for weight-loss drugs are over inflated. Analysts led by Rajesh Kumar cut the drugmaker to reduce — its sole sell-equivalent rating — from hold and slashed their price target on the stock to $850, the lowest on Wall Street.

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