Upside, Downside Movers in the Morning

Avatar photo Doug Kass on July 27, 2026

Upside:

-ENTX +66% (prices $275M private placement of 135M shares and pre-funded warrants at $2.04/shr for osteoporosis program)

-FBRX +40% (to be acquired by Argenx at $77/shr for $2.2B to add FB102 for vitiligo and celiac disease)

-TRAX +34% (higher in sympathy with FBRX)

-AGPU +17% (awarded 5-yr, >$1.5B US AI infrastructure contract for >9,200 NVIDIA Blackwell B300 GPUs)

-FRNM +7.7% (receives FDA premarket approval for SimpleScreen CRC test)

-SRPT +7.1% (appoints Michael Severino CEO)

-QBTS +7.0% (hearing Benchmark Company Resumed QBTS with Buy, price target: $30; expands AT&T quantum computing use)

-BE +4.6% (strength ahead of quarterly earnings report)

-RKLB +4.1% (awarded $266M multi-launch contract by U.S. Space Force)

-AAL +4.0% (airline rally with crude prices lower following President Trump delaying Iran operation)

-LUV +3.6% (airline rally with crude prices lower following President Trump delaying Iran operation)

-INSG +3.5% (Inseego Subscribe achieves CMMC Level 2 certification)

-BKR +3.2% (earnings, guidance)

-RIVN +3.2% (Piper/Sandler Raised RIVN to Overweight from Neutral, price target: $20)

-DAL +2.9% (airline rally with crude prices lower following President Trump delaying Iran operation)

-CVU +2.8% (awarded $13.6M L3Harris contract for NGJ-LB pod structures)

-CDRE +2.7% (JPMorgan Chase and Co Initiates CDRE with Overweight, price target: $40)

-SNDK +2.7% (momentum)

-CRCL +2.4% (acquires IBM blockchain patent portfolio)

Downside:

-CAPR -61% (FDA staff review says data for CAPR’s Duchenne cell therapy doesn’t provide substantial evidence of effectiveness)

-MPLT -58% (reports Phase 2 ZEPHYR data for ML-007C-MA in acute exacerbation of schizophrenia)

-PFSA -18% (to merge with health diagnostics firm)

-MUR -8.1% (energy stock weakness)

-TURB -6.8% (earnings, color)

-LEGN -4.2% (appoints Alan Bash as Interim CEO)

-XOM -2.9% (oil prices lower following President Trump delaying Iran operation)

-CVX -2.8% (oil prices lower following President Trump delaying Iran operation)

Positions: None.

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Posted by Doug Kass

Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.

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