On this episode of Stock Movers:
- Lululemon (LULU) shares gain after BNP Paribas Exane analyst Laurent Vasilescu raised his team’s recommendation on the athletic clothing company to neutral from underperform.
- USA Rare Earth (USAR) is up. Rare earth and critical minerals stocks rose as William Blair analyst Neal Dingmann initiates the companies at outperform as he sees the government potentially taking a stake in them.
- AppLovin (APP) shares fell after the New York Post reported that state regulators have reached out to multiple short sellers in a possible preliminary probe on the mobile advertising company.

On this episode of Stock Movers: - Lululemon (LULU) shares gain after BNP Paribas Exane analyst Laurent Vasilescu raised his team&rsquo;s recommendation on the athletic clothing company to neutral from underperform. - USA Rare Earth (USAR) is up. Rare earth and critical minerals stocks rose as William Blair analyst Neal Dingmann initiates the companies at outperform as he sees the government potentially taking a stake in them. - AppLovin (APP) shares fell after the New York Post reported that state regulators have reached out to multiple short sellers in a possible preliminary probe on the mobile advertising company.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

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Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Lululemon Gains, USA Rare Earth Rises, AppLovin Sinks on Report of Probe  On this episode of Stock Movers:

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/adc09262-9d6a-4abd-aea6-b37c00fcb225/transcript

On this episode of Stock Movers:

- Cava Group (CAVA) shares soar after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

- Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations.

- Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products.

On this episode of Stock Movers:
- Cava Group (CAVA) shares soar after the fast-casual chain&rsquo;s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company&rsquo;s forecast and note that it might still be conservative.
- Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations.
- Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic &mdash; which investors fear will disrupt the software industry &mdash; actually use his company&rsquo;s products.

Cava Group Soars, Lowe's Drops, Workday Dives After CEO Says Anthropic and OpenAI Use His Company’s Software

On this episode of Stock Movers:

- Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips.

- Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates.

- First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results “and several question marks in forward outlook” as management comments have left him “incrementally negative” as the company remains hesitant with booking new business.

On this episode of Stock Movers:
- Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips.
- Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates.
- First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results &ldquo;and several question marks in forward outlook&rdquo; as management comments have left him &ldquo;incrementally negative&rdquo; as the company remains hesitant with booking new business.

Hewlett Packard Drops, Circle Internet Surges, First Solar Slumps as Net Sales Outlook Disappoints

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It’s also seeing operating margins tempered by higher investments into agentic AI features for the time being.

- Cava Group (CAVA) shares rise after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

 

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It&rsquo;s also seeing operating margins tempered by higher investments into agentic AI features for the time being.
- Cava Group (CAVA) shares rise after the fast-casual chain&rsquo;s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company&rsquo;s forecast and note that it might still be conservative.
&nbsp;

Lululemon Gains, USA Rare Earth Rises, AppLovin Sinks on Report of Probe On this episode of Stock Movers:

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