SailPoint Is Maintained at Neutral by Mizuho

Tuesday’s market has seen swings in various stocks based on news and other factors. Today, stocks like Applovin and Exxon Mobil are rallying, while others like Ke Holdings and Ferguson are falling. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers (Market Cap:$200B+)

• Applovin (APP) +3.28%
• Exxon Mobil (XOM); ExxonMobil raises earnings outlook, accelerates emissions reduction plans +2.64%
• Shopify Inc (SHOP) +2.12%

Large-Cap Stock Movers (Market Cap:$10-$200B)

• Ares Management LP (ARES) +6.42%
• Polestar Automotive Holding Plc (PSNY) +6.38%
• Keycorp New (KEY) +4.31%
• SanDisk Corp-Exch (SNDK) -2.13%
• Astera Labs (ALAB) -4.29%
• Baidu-Exch (BIDU) -4.24%
• Li Auto Inc (LI) -4.57%
• SailPoint Tech (SAIL) -4.86%
• Ke Holdings Inc (BEKE) -4.77%
• Ferguson NYQ (FERG) -5.37%

Mid-Cap Stock Movers (Market Cap:$2-$10B)

• Teleflex Inc (TFX); Montagu and Kohlberg to acquire Teleflex Medical OEM for $1.5 billion +9.59%
• Clear Secure (YOU); CLEAR secures contract with CMS to modernize Medicare identity verification +7.32%
• Terns Pharmaceuticals (TERN); Terns Pharmaceuticals launches $400 million public offering +5.87%
• MarketAxess Holdi (MKTX); MarketAxess announces $400 million share buyback, medium-term targets +4.68%
• Vera Therapeutics (VERA) -4.02%
• Kymera Therapeutics Inc (KYMR); Kymera Therapeutics launches $500 million public offering -7.04%
• Graphic Packaging Holding Comp (GPK); Graphic Packaging names Robbert Rietbroek as new CEO -6.53%
• Wildhorse Resource Development Corp (WRD) -6.22%
• Dynergy (DYN); Dyne Therapeutics launches $300 million common stock offering -10.75%
• Slm Corporation (SLM); SLM Corp stock downgraded to Sell by Compass Point on earnings reset -17.07%

Small-Cap Stock Movers (Market Cap:$300M-$2B)

• Alexander & Baldwin Inc (ALEX); Alexander & Baldwin stock downgraded by Piper Sandler after going private deal +37.95%
• Diginex Inc (DGNX); Diginex reports 293% revenue growth in H1 fiscal 2025 +28.63%
• Tronox Limited (TROX); Tronox secures conditional support for rare earth project financing +19.6%
• MamaMancinis (MAMA) +17.53%
• STAAR Surgical (STAA) +12.91%
• Venu Holding (VENU) -10.06%
• Brown Shoe Comp Inc (CAL); Caleres shares plunge 17% as Q3 earnings miss estimates on Stuart Weitzman acquisition -9.97%
• Compass Minerals Intl Inc (CMP); Compass Minerals beats Q4 expectations, forecasts lower 2026 sales -14.64%
• Gogo Inc (GOGO) -18.59%
• Phreesia Inc (PHR); Phreesia shares rise as company swings to profit in third quarter -20.58%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Earnings season continues as we spotlight companies scheduled to release their financial results for the upcoming trading day. Leading the charge on Tuesday are retail giant AutoZone, equipment rental leader Ashtead Group, and meme-stock favorite GameStop, alongside Ferguson and Casey’s General Stores, giving investors a diverse mix of sectors to monitor as the holiday season approaches.

Earnings Before the Open:

• AutoZone Inc (AZO): EPS estimate $32.87, revenue estimate $4.64B

• Ashtead Group (ASHTY): EPS estimate $4.69, revenue estimate $2.98B

• Ferguson (FERG): EPS estimate $2.97, revenue estimate $8,090M

• Core Main (CNM): EPS estimate $0.7389, revenue estimate $2.06B

• Thyssenkrupp ADR (TKAMY): EPS estimate $0.2368, revenue estimate $9.75B

• Sailpoint Inc (SAIL): Revenue estimate $235.26M

• Campbell Soup (CPB): EPS estimate $0.7343, revenue estimate $2.66B

• Ollie’s Bargain Outlet Holdings Inc (OLLI): EPS estimate $0.732, revenue estimate $614.56M

• Academy Sports Outdoors Inc (ASO): EPS estimate $1.07, revenue estimate $1.4B

• G-III Apparel Group (GIII): EPS estimate $1.6, revenue estimate $1.01B

• Korn/Ferry International (KFY): EPS estimate $1.31, revenue estimate $705.16M

• Brown Shoe Company Inc (CAL): EPS estimate $0.8533, revenue estimate $768.59M

• Vision-Sciences (CGNT): EPS estimate $0.0067, revenue estimate $99.58M

• DSW Inc (DBI): EPS estimate $0.1491, revenue estimate $756.97M

• Vince Holding Co (VNCE): EPS estimate $0.19, revenue estimate $79.88M

Earnings After the Close:

• GameStop Corp (GME): EPS estimate $0.175, revenue estimate $893.64M

• Casey’s General (CASY): EPS estimate $5.18, revenue estimate $4.5B

• AeroVironment (AVAV): EPS estimate $0.7858, revenue estimate $470.29M

• BillionToOne (BLLN): Market cap $5.07B

• Braze (BRZE): EPS estimate $0.0624, revenue estimate $184.22M

• Dave & Buster’s Entertainment (PLAY): EPS estimate -$1.04, revenue estimate $461.73M

• Cracker Barrel Old Country (CBRL): EPS estimate -$0.6768, revenue estimate $807.85M

• Lakeland Industries (LAKE): EPS estimate $0.2625, revenue estimate $59.58M

• American Outdoor Brands (AOUT): EPS estimate $0.3, revenue estimate $56.07M

• LRAD Corp (GNSS): EPS estimate -$0.01, revenue estimate $20.1M

Be sure to check back daily for updates and insights into the earnings season and real-time results at Investing.com’s Earnings Calendar and Headlines section. Do you want to trade the earnings of the biggest companies like a pro? Then get InvestingPro now and access over 1000 metrics that will give you a significant advantage in the shark tank that is Wall Street. Click here.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Tuesday’s trading session is showcasing a mix of ups and downs among stocks across the market cap spectrum. Mega-cap stocks like Oracle Corp (ORCL) and Alibaba (BABA) are experiencing declines, while Advanced Micro Devices (AMD) enjoys an upgrade-induced lift. The large-cap sector is seeing significant volatility with Applovin (APP) surging on the day. Here’s a closer look at some of the notable stock movers from mega-caps to small caps.

Mega-Cap Movers (Market Cap $200B+):

• Oracle Corp (ORCL); Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips: -2.96%
• Alibaba (BABA): -3.26%
• Uber Technologies Inc (UBER): -2.72%
• Salesforce Com (CRM): -2.87%
• Micron Tech (MU): -3.05%
• Netflix, inc. (NFLX); Netflix stock rating upgraded to Buy by Seaport Global on ad revenue potential: +2.24%
• Palantir Technologies Inc (PLTR): +2.34%
• IBM (IBM); IBM and Anthropic partner to enhance enterprise software with Claude AI: +1.88%
• Adv Micro Device (AMD); Jefferies upgrades AMD stock to Buy on OpenAI partnership, raises price target: +3.06%

Large-Cap Stock Movers (Market Cap $10B-$200B):

• Seagate technology (STX): -7.35%
• Venture Global Inc (VG): -7.63%
• Applovin (APP); Applovin Has Been Probed By Sec Over Data-collection Practices - Bloomberg: +8.4%
• MicroStrategy Inc (MSTR): -7.68%
• SailPoint Tech (SAIL): -6.43%
• Figma Inc (FIG): +6.06%
• Nutanix Inc (NTNX): -5.65%
• Credo Technology Holding (CRDO): -6.42%
• Ford Motor Co (F): -6.15%
• Samsara (IOT): -5.24%

Mid-Cap Stock Movers (Market Cap $2B-$10B):

• Sustainable Opportunities Acqui (TMC): +19.88%
• Diginex Inc (DGNX): +16.82%
• Peloton Interactive Inc (PTON): -11.61%
• Inflection Point Acquisition II (USAR): +10.75%
• ETHU (ETHU): -10.85%
• Wowo Ltd (MFH): -10.59%
• Lucid Group Inc (LCID); Lucid delivers 4,078 vehicles in Q3, sets earnings call for Nov 5: -9.51%
• Regencell Bioscience Holdings (RGC): +16.43%
• Solaris Oilfield Infrastructure (SEI); Solaris Energy prices $650 million convertible notes offering: -8.05%
• FormFactor (FORM): -9.61%

Small-Cap Stock Movers (Market Cap $300M-$2B):

• Alpha Healthcare Acquisition (HUMA); Humacyte secures $60 million in registered direct offering: -34.07%
• Lexeo Therapeutics (LXEO); Lexeo’s gene therapy for Friedreich ataxia shows promising results: +28.9%
• Summit Semiconductor (DVLT); Datavault AI partners with Nevada radio station to deploy ADIO technology: +22.28%
• Sanuwave Health, Inc (SNWV); Sanuwave reports record quarterly revenue of $11.4-11.6 million: -21.51%
• GSR II Meteora Acquisition (BTM); Bitcoin Depot to raise $15 million in registered direct offering: -20.28%
• Aehr Test Systems (AEHR); Aehr Test Systems falls as revenue misses estimates: -19.37%
• POET Tech NAQ (POET); POET Technologies secures $75 million in private placement: +17.55%
• Churchill Capital (CCCX): +15.29%
• MSTU (MSTU): +4.26%
• Sealsq (LAES): -11.43%

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This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com - Microsoft’s (NASDAQ:MSFT) artificial intelligence security platform creates significant opportunities for cybersecurity companies, according to Jefferies analysts including Joseph Gallo and Brent Thill, who recommend SailPoint (NYSE:SAIL), CrowdStrike (NASDAQ:CRWD), Palo Alto Networks (NASDAQ:PANW), and Varonis Systems (NASDAQ:VRNS) as their preferred AI investment basket.

Microsoft has announced that its Sentinel service is evolving into an agentic platform with the general availability of a centralized repository designed to store massive volumes of diverse data in its original, native format, as well as other offerings like a server that can take and translate requests from AI. These capabilities combine ingestion, correlation, and coordination of AI agents built in several developer platforms, the Jefferies analysts said in a note.

The tech giant has also unveiled a preview of its Security Store, which allows partners to publish their own security agents for customer use.

"This marketplace should make it easier for security vendors to see adoption and monetize agent security whenever that ramp materializes," the Jefferies analysts wrote.

Microsoft security professionals have highlighted the growing threat of ransomware-as-a-service proliferating through networks of bad actors operating similar to a gig economy, creating threats beyond those from large nation-state actors, the analysts said. This development necessitates comprehensive security solutions that connect data, context, automation and AI agents while reducing security tool sprawl, they argued.

While Microsoft’s integrated platform potentially increases competition for pure-play cybersecurity vendors, Jefferies analysts believe the company’s heavy investment underscores a large market opportunity. They also noted that AI agents -- which may employ their own novel strategies or ideas to perform actions like detecting and preventing cybersecurity threats -- will "far outnumber" humans in enterprises.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.