Upside, Downside Movers in the Morning
Upside
– $ULBI +145% (agrees to be acquired for $16.00 a share in cash)
– $BOOM +21% (Q3 sales and adjusted EBITDA exceeded the high end of guidance as backlog and cash flow strengthened)
– $AXGN +16% (Q3 beat and full-year revenue guidance was raised)
– $VRT +16% (Q3 organic orders more than doubled and full-year sales guidance was raised by $650 million)
– $UCTT +15% (Q3 results and outlook drove a sharp upside reaction)
– $LUNG +12% (Q3 results and outlook drove a sharp upside reaction)
– $GEHC +9.7% (Q3 beat, full-year EPS and free-cash-flow guidance was raised, and a $945 million acquisition was announced)
– $FLEX +9.5% (fiscal Q2 beat and the full-year outlook was raised)
– $LCII +7.6% (confirms an unsolicited $101-a-share cash acquisition proposal)
– $SKHY +7.5% (quarterly revenue exceeded 100 trillion won for the first time)
– $STLA +6.9% (Q3 net loss narrowed about 90% and the 2026 outlook was reaffirmed)
– $ETSY +6.6% (announces a leadership transition)
– $SNDK +4.2%, MU +3.6% (memory names rise after SKHY posted record quarterly revenue)
– $GEV +2.4% (Q3 orders surged 96%, backlog reached $197 billion, cash-flow guidance was raised and the buyback authorization doubled)
Downside
– $RAPP -23% ($350 million of stock and convertible-note offerings priced alongside a $30 million private placement)
– $ENPH -19% (Q3 revenue missed and the Q4 sales guide was roughly 20% below consensus amid weak US residential-solar demand)
– $INTA -17% (quarter beat, but the fiscal-year outlook failed to clear elevated expectations)
– $EDU -13% (fiscal Q1 results disappointed investors)
– $BSX -12% (Q3 EPS missed and Q4 and full-year profit guidance came in below consensus)
– $LOGI -12% (holiday-quarter sales guidance called for a decline and included a $70 million–$80 million supplier-incident hit)
– $SEDG -8.7% (solar-equipment sympathy decline following ENPH’s weak demand commentary and Q4 guide)
– $NXPI -8.1% (Q3 beat, but the Q4 guide was only roughly in line and fell short of elevated expectations)
– $FFIV -7.6% (Q4 beat, but fiscal 2027 growth guidance disappointed and operating margins contracted)
– $HOOD -6.4% (revenue missed as crypto revenue fell 55%, outweighing an EPS beat and record total revenue)
– $GSK -5.8% (headline Q3 beat was offset by weak vaccine sales, soft new-product performance and unchanged guidance)
– $LII -4.7% (Q3 profit fell, segment margin contracted 240 basis points and the full-year EPS outlook disappointed)
– $STX -2.5% (fiscal Q1 results prompted a modest sell-the-news reaction)
– $V -1.7% (fiscal Q4 earnings and revenue missed forecasts despite healthy payment-volume growth and a 16% dividend increase)
