Shares of beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA)
jumped 3.1% in the afternoon session after JP Morgan analyst Christopher Horvers maintained an "Overweight" rating on the company while raising the price target. The financial firm increased its price target on Ulta Beauty's stock to $606 from $600. An "Overweight" rating suggests that the analyst believes the stock will perform better than the overall market in the future. This vote of confidence from a major Wall Street bank signaled a positive outlook for the beauty retailer, which likely boosted investor sentiment and drove the share price higher.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
fell 1.4% in the afternoon session after reports indicated strong Black Friday retail sales, especially within the apparel sector.
Shares of health insurance company Oscar Health (NYSE:OSCR) fell 6% in the afternoon session after investor concerns over rising medical costs and the expiration of healthcare subsidies fueled bearish market activity.
Shares of global car rental company Hertz (NASDAQ:HTZ)
fell 4.7% in the afternoon session after a generally bearish sentiment from analysts and technical indicators weighed on the stock.
Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 11.2% in the afternoon session after Bitcoin's price continued its sharp decline, hitting its lowest levels in months and dragging down all crypto-related stocks.
Regeneron and Tessera partner on TSRA-196, a one-time gene writing therapy targeting alpha-1 antitrypsin deficiency with FDA filings expected this year.
Shares of work management platform monday.com (NASDAQ:MNDY) jumped 4.1% in the afternoon session after the stock appeared to rebound from a 52-week low.
Shares of global professional services company Accenture (NYSE:ACN) jumped 3.4% in the afternoon session after the company announced a strategic collaboration with OpenAI to accelerate the adoption of artificial intelligence (AI) by businesses.
Shares of freight carrier Old Dominion (NASDAQ:ODFL)
jumped 5.7% in the afternoon session after BMO Capital upgraded the stock's rating to "Outperform" from "Market Perform". The analyst, Fadi Chamoun, pointed to the company's strong market position and its ability to maintain high service levels and pricing power, even during a broader slowdown in the freight industry. Despite the upgrade, the firm slightly lowered its price target to $170 from $172. The positive outlook was also based on the idea that carriers handling smaller shipments often recover first from economic slumps. Old Dominion's exposure to industrial freight was also viewed as a favorable factor for future growth as the economy improves.
Shares of burger restaurant chain Red Robin (NASDAQ:RRGB)
fell 1.8% in the afternoon session after the company announced the appointment of Christopher Meyer as its interim Chief Financial Officer. Mr. Meyer replaced the departing Todd Wilson, effective December 1. This executive change came at a time when Red Robin's financial health showed signs of distress, with reports highlighting a negative net margin and persistent losses. The company's stock is known for being highly volatile. The management shift seemed to create uncertainty for investors, contributing to the stock's decline despite a recent third-quarter revenue report that was better than analysts had predicted.
Let's have a look at what is happening on the US markets in the middle of the day on Monday. Below you can find the top S&P500 gainers and losers in today's session.
Wondering how the US markets performed in the middle of the day on Monday? Discover the movers and shakers of today's session in our comprehensive analysis.
Apple stock has held up well over the last month despite a tech sell-off. Based on its strong free cash flow and FCF margins, AAPL could still be worth 17% more. Shorting out-of-the-money put options over the last month has worked well.
Woodward’s third quarter results were well received by the market, with management highlighting strong execution across both its aerospace and industrial businesses. The quarter benefited from robust demand in commercial aerospace services and defense original equipment manufacturing, as well as successful price realization and operational improvements. CEO Charles Blankenship credited the company’s ability to capture higher-than-expected commercial services demand and double-digit growth in oil and gas and power generation in the industrial segment. Management also pointed to the positive impact of increased automation and improved supply chain performance on margins and productivity.
Semtech’s third-quarter performance drew a negative market response, despite the company meeting Wall Street’s revenue expectations and delivering an adjusted EPS above consensus. Management pointed to strong demand in its data center and LoRa portfolios as key drivers, with CEO Hong Hou citing “record net sales” in the data center segment and momentum from new design wins. However, investors appeared concerned by product mix shifts and ongoing margin pressures, particularly in the company’s IoT systems and connectivity segment, which experienced lower gross margins due to higher cellular module sales.
Zoom’s third quarter saw a positive response from the market, driven by ongoing adoption of its AI-powered platform and expanding enterprise customer base. Management pointed to acceleration in AI Companion usage, continued momentum in Zoom Phone, and robust growth in customer experience solutions as primary contributors to the quarter’s outperformance. CEO Eric Yuan underscored that “AI Companion adoption continued to surge more than four times year over year,” highlighting the platform’s evolution beyond core video communications. The company also cited improved cost management and strong cash flow as supportive factors.
Fluence Energy’s third quarter results were shaped by both operational setbacks and rising demand for energy storage solutions. While the company’s revenue fell short of Wall Street’s expectations due to production delays at its Arizona manufacturing facility, management pointed to a record $1.4 billion in new orders and a growing project backlog. CEO Julian Jose Marquez acknowledged the impact of labor shortages on output but noted, “We have implemented corrective actions. Production is improving, and we are confident in meeting delivery commitments.”
Keysight’s third quarter results were met with a positive market reaction, reflecting growth across multiple end markets and strong order momentum. Management attributed revenue gains to robust demand in AI infrastructure, next-generation communications, and defense modernization. CEO Satish Dhanasekaran emphasized, “Orders grew 14%, revenue increased 10%, and EPS rose 16%.” The company also benefited from contributions by recent acquisitions, which expanded its software-centric solutions and enhanced its positioning in critical technology domains. Growth in both the Communications Solutions and Electronic Industrial Solutions groups was cited as broad-based, with notable strength in wireline and wireless applications.
Blue Bird’s third quarter was characterized by robust revenue growth and margin expansion, prompting a positive market reaction. Management attributed the performance to disciplined pricing, operational improvements, and continued strength in alternative powertrains, particularly electric vehicles. CEO John Wyskiel highlighted that, despite ongoing tariff volatility, the company maintained its lead in alternative-fuel buses and benefited from stable demand, stating, “Our EV demand is stable despite the tariff pricing uncertainty and EPA funding.” Investments in manufacturing automation and efficiency further supported the quarter’s strong results, while overall bus sales volumes saw modest year-over-year growth.
Amentum’s third quarter results were met with a significant positive market reaction, reflecting strong revenue growth and margin improvement driven by new contract wins and robust demand in key engineering and digital segments. Management credited the quarter’s performance to operational execution, successful integration efforts, and strategic contract awards, particularly in space systems and nuclear energy. CEO John Heller highlighted the company’s ability to deliver complex solutions across defense, energy, and intelligence sectors, noting, “Our teams continued designing and delivering critical solutions for our customers.”
StoneX’s Q3 results were well received by the market, with management highlighting the transformative impact of recent acquisitions—most notably R.J. O’Brien—on both scale and product breadth. The quarter saw notable gains in institutional and commercial segments, with CEO Sean O’Connor emphasizing that “the acquisition of R.J. O’Brien has made StoneX the largest non-bank FCM in the United States.” Management pointed to cost synergies and expanded client relationships as pivotal factors behind the performance, while also addressing challenges in FX/CFD and precious metals due to low market volatility and tariff disruptions.
Central Garden & Pet’s third quarter performance saw a favorable market reaction as the company delivered year-over-year revenue growth and outpaced Wall Street’s expectations. Management attributed the positive results to ongoing operational streamlining, portfolio simplification, and efficiency initiatives, particularly within both the Pet and Garden segments. CEO Nicholas Lahanas highlighted the impact of strategic actions such as reducing exposure to low-margin products and consolidating facilities, noting, “We delivered consistent performance while advancing portfolio optimization and maintaining disciplined cost management.” Additionally, growth in areas like wild bird feed and equine products, alongside the increasing role of e-commerce, contributed to the company’s resilient quarter.
March ICE NY cocoa (CCH26 ) today is up +39 (+0.71%), and March ICE London cocoa #7 (CAH26 ) is up +24 (+0.59%). Cocoa prices today added to last Friday's sharp gains, with NY cocoa posting a 2-week high and London cocoa posting a 1.5-week high. Coc...
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