Shopify, AeroVironment among market cap stock movers on Tuesday

Investing.com -- Lululemon Athletica Inc. (NASDAQ:LULU) stock fell 5% after the athletic apparel retailer temporarily paused online sales of its Get Low collection in North America.

The company has temporarily suspended the availability of the Get Low collection on its North American e-commerce platforms, though the products remain available in physical stores across the region. The collection continues to be available in other markets without interruption.

"Lululemon is expected to bring Get Low collection back to North America e-commerce channels soon. Says collection continues to be available in other markets. Get Low collection remains available in stores in North America but have temporarily paused sales online," according to analysts familiar with the situation.

The temporary removal from online channels comes at a time when the athletic wear market faces increasing competition and shifting consumer preferences. Investors appear concerned about potential revenue impacts from the reduced availability of the collection through digital channels, which have become increasingly important for retail sales.

The company has not provided specific details regarding the reasons behind the temporary pause or an exact timeline for when the collection will return to North American online stores.

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

As traders approach another pivotal day for financial markets, Wednesday, January 21, 2026, will feature several crucial events that could sway market dynamics. U.S. President Trump’s scheduled speech and the release of pending home sales data stand out as the most significant developments of the day. These key indicators come at a time when market participants are closely monitoring housing market trends and potential policy signals from the administration.

Major Economic Events to Watch

• 8:30 AM ET - U.S. President Trump Speaks: The president’s remarks will be closely monitored for any policy announcements or economic commentary that could impact market sentiment.

• 10:00 AM ET - Pending Home Sales (Dec): Expected to show a decline of 2.6% following a 3.3% increase in the previous month. This National Association of Realtors report tracks homes under contract but awaiting closing transactions and serves as a forward indicator of housing market activity.

Other Important Economic Events to Watch

• 4:00 AM ET - IEA Monthly Report: The International Energy Agency will release its comprehensive analysis of global oil markets, providing insights into supply, demand, and price trends that could impact energy stocks.

• 10:00 AM ET - Construction Spending (Dec): Forecast to increase by 0.1%, down from 0.2% previously. This indicator measures changes in total construction expenditure across the U.S. economy.

• 12:00 PM ET - Atlanta Fed GDPNow: Expected to remain unchanged at 5.3%, this real-time estimate of GDP growth provides insight into current economic momentum.

• 1:00 PM ET - 20-Year Bond Auction: Previous yield was 4.798%. This Treasury auction will indicate investor demand for longer-term government debt and could influence broader interest rate markets.

Other Economic Events to Watch

• 7:00 AM ET - MBA 30-Year Mortgage Rate: Previous reading was 6.18%. This data point shows the average rate for standard 30-year fixed mortgages.

• 7:00 AM ET - MBA Mortgage Applications: Previous reading showed a 28.5% increase. This weekly report indicates demand for home loans.

• 7:00 AM ET - MBA Purchase Index: Previous reading was 184.6. This index specifically tracks mortgage applications for home purchases.

• 7:00 AM ET - Mortgage Market Index: Previous reading was 348.0. This comprehensive index covers all mortgage application activity.

• 7:00 AM ET - Mortgage Refinance Index: Previous reading was 1,313.1. This index measures applications to refinance existing mortgages.

• 8:55 AM ET - Redbook: Previous reading showed a 5.7% year-over-year increase. This index tracks same-store sales growth at large U.S. retailers.

• 10:00 AM ET - Pending Home Sales Index: Previous reading was 79.2. This index provides the raw number behind the percentage change in pending home sales.

For further information and the latest updates, please refer to our Economic Calendar, here.

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

Investing.com -- HSBC started coverage of SAP at Hold, saying the software group’s strong fundamentals and cloud-driven growth are already reflected in the share price, hence leaving limited upside and some downside to consensus expectations. U.S. listed shares are down 3%.

HSBC set a target price of EUR178, which is a downside from current EUR194 levels.

It said SAP’s valuation reflects its strong market position in enterprise resource planning and a solid double-digit earnings growth outlook.

HSBC expects SAP’s revenue to grow at a CAGR of 9.6% over 2025 to 2028, supported by continued migration of customers from on-premise software to the cloud.

The bank estimates about 5% of SAP’s on-premise customer base by revenue will migrate to the cloud each year, up from about 4.5% over 2022 to 2025. It said such migrations typically generate a revenue uplift of around 2.5 times for SAP.

HSBC flagged downside risks to longer-term consensus estimates. Market may be overestimating the pace of cloud migration and the resulting revenue uplift, as well as assuming margin expansion that it views as optimistic.

HSBC highlighted that about 60% of SAP’s on-premise customers have yet to begin migrating to the cloud, despite maintenance fee increases expected in 2027 and the end of support by 2030.

It also pointed to a partnership between ServiceNow and Rimini Street that could allow customers to delay or avoid cloud upgrades, adding competitive pressure. SAP’s current cloud backlog has shown subdued growth, with HSBC looking to fourth-quarter 2025 results for clearer signals.

HSBC said upside risks include faster-than-expected cloud adoption and stronger traction from SAP’s AI-focused initiatives, while downside risks include greater uptake of third-party maintenance options and disruption from AI-driven competitors.