Stock Movers

Earnings are still in focus with FedEx, Macy's, and Lululemon all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Denitsa Tsekova, Bloomberg Cross Asset Reporter.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the past week:  - CF Industries (CF) saw its shares trade higher this week, along with other stocks in the chemical and fertilizer space. Fertilizer markets are tightening as the escalating conflict in the Middle East threatens global supplies of nitrogen-based crop nutrients, boosting companies such as CF Industries Holdings Inc., the world’s largest producer of ammonia. CF Industries shares rose as much as 14% on Thursday, the biggest intraday jump since 2020 and to a record high. The Illinois-based company controls nearly 40% of the North American nitrogen fertilizer market, while Nutrien (NTR) — which climbed 7.6% to the highest price in more than three years — controls another 22%. - Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.”  - Hims & Hers (HIMS) shares posted their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock climbed about 57% this week, rallying in four of the past five trading sessions. Earlier this week, the telehealth company said it would work with Novo to sell blockbusters Ozempic and Wegovy on its platform, ending a feud between the firms. Novo also agreed to drop a lawsuit it filed against Hims last month. In return, Hims will no longer advertise compounded versions of Novo’s drugs, but it will still sell copies of Ozempic and Wegovy if a doctor says a patient needs them. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) shares fell after the New York Times reported that Meta would delay the rollout of a new A.I. model after it had performance concerns - Adobe (ADBE) stocks plunged after Chief Executive Officer Shantanu Narayen announced he will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era. - Ulta Beauty (ULTA) shares dropped after the cosmetics retailer reported earnings per share for the fourth quarter that missed consensus. Analysts flag that the full-year forecast was disappointing, while Morgan Stanley notes that the guidance might be conservative. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era. - Peloton (PTON) shares drop after news the company is planning to make treadmills a larger priority and is considering lower-priced versions, according to people with knowledge of the matter. - Hims & Hers Health (HIMS) shares are mixed. Shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Once Upon a Farm (OFRM) tumbles after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin.  - Ulta Beauty (ULTA) shares sink after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. Comparable sales, which measures revenue from online and stores - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Adobe (ADBE) shares fall after the maker of software for creative professionals announced that Shantanu Narayen will step down as CEO. - Ulta Beauty (ULTA) fell in early trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations.  - Once Upon a Farm (OFRM) shares tumble after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Ulta Beauty (ULTA) fell in late trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. The shares fell 9.6% at 4:21 p.m. in New York after the close of regular trading. The stock has risen about 3.3% so far this year, outpacing the S&P 500 Index.- Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Adobe (ADBE) shares are down 6.2% in extended trading, after the maker of software for creative professionals reported its first-quarter results and gave an outlook. It also announced that Shantanu Narayen would step down as CEO.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Palantir Technologies (PLTR) may turn to other AI models amid the spat between Anthropic PBC and the Pentagon. - Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Dollar General (DG) shares fall as much as 11%, the most intraday since Aug. 2024, as the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Blue Owl Capital (OWL) falls after the asset manager defended its recent sale of $1.4 billion of loans from three of its funds, arguing the transaction contained no backstops or hidden incentives. Blue Owl Co-President Craig Packer said the four institutions that bought the debt did so on an arm’s length basis, conducted their own due diligence, and received no special guarantees. - Bumble (BMBL) soars after the online dating company forecast Ebitda for the first quarter that beat expectations. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year.  - Dollar General shares (DG) fall as the retailer gave underwhelming annual and long-term forecasts. The outlook is “conservative,” with the company seeing lower sales growth than last year, said Jennifer Bartashus, an analyst for Bloomberg Intelligence. “The business should be improving based on the strategies they are deploying.”Shares of the retailer fell as much as 11%. The stock had surged more than 80% in the last 12 months.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -Mosaic (MOS) shares rise. US fertilizer, energy and chemical stocks are rising on Thursday as the war in Iran and disruptions to the Strait of Hormuz tighten supply, raising prices. Airlines and cruise stocks are down as rising crude prices lift costs. -United Airlines (UAL) shares fall. Jefferies analyst Sheila Kahyaoglu cut the target on United Airlines Holdings Inc. to $125 from $148. Maintains buy rating. Separately, airlines around the world are increasing fares and raising fuel surcharges as oil prices briefly send prices above $100 a barrel. -Bumble (BMBL) shares soar after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Bumble (BMBL) unveiled a new artificial intelligence-powered assistant designed to act as a personal matchmaker, the company’s latest effort to reinvigorate itself at a time when many users have shown dating-app fatigue. - Dollar General (DG) shares fall after the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.  - Petco (WOOF) shares soar as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate. Jefferies upgrades rating noting that shares underappreciate the progress made thus far.  See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate.- Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative.- Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:  - Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday. - Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment.  - Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts’ projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months.  - Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year. - Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Shares fell as much as 7.8% before the bell and are trading down 5.2% as of 8:20 a.m. in New York.- Shares of Papa John’s (PZZA) surged after a report the pizza chain is drawing fresh takeover interest from Qatari-based investment fund Irth Capital. Papa John’s stock rose as much as 23% to nearly $40 in New York trading. The move erased a year-to-date decline of more than 15% through Tuesday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably “making NKE an attractive tactical investment opportunity at this stage.” - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox. - Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter. - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.   - Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.  - Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares rise after the software company reported third-quarter results that beat expectations and also raised its full-year revenue forecast. Analysts note strength in its Oracle Cloud Infrastructure business. - Cintas (CTAS) has agreed to buy UniFirst (UNF) in a cash-and-stock deal valuing the uniform supplier at $5.5 billion, clinching a years-long pursuit of its rival.- JPMorgan Chase (JPM) is restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, according to a person familiar with the matter, in the latest sign of stress in the $1.8 trillion industry.See omnystudio.com/listener for privacy information.