Friday’s trading session produced notable volatility, with a number of individual equities moving sharply amid company-specific news and market reaction. Technology-related names were prominent among the gainers, while retailers and certain mid-cap names slid after revenue and guidance disappointments or capital-raising announcements.
Mega-Cap Movers ($200B+ Market Cap)
- Dell Inc (DELL) - Susquehanna upgraded Dell’s rating on expectations for AI server growth, with the stock up +28.66%.
- IBM (IBM) +9.41%
- Oracle Corp (ORCL) +9.09%
- Palantir Technologies Inc (PLTR) +8.72%
- Palo Alto Networks (PANW) +7.33%
- Arm (ARM) +4.43%
- Qualcomm Inc (QCOM) +3.94%
- Microsoft Corp (MSFT) +3.61%
- Costco Wholesale Corp (COST) -4.55%
- GE Vernova LLC (GEV) -4.31%
Large-Cap Stock Movers ($10B-$200B Market Cap)
- Okta Inc (OKTA) +28.69%
- Network Appliance Inc (NTAP) - NetApp soars 11.5% on an earnings beat and strong guidance, listed here at +26.59%
- Servicenow Inc (NOW) +13.48%
- Atlassian Corp Plc (TEAM) +14.5%
- Hewlett Packard Enterprise Co (HPE) +11.91%
- Workday Inc (WDAY) +11.63%
- Rubrik (RBRK) +10.12%
- Forgent Power Solutions Inc (FPS) - Forgent prices $2 billion stock offering at $47 per share, +10.75%
- HubSpot Inc (HUBS) +10.68%
- New Providence Acquisition Corp N (ASTS) -16.76%
Mid-Cap Stock Movers ($2B-$10B Market Cap)
- BBB Foods (TBBB) +13.14%
- Zeta Global Holdings (ZETA) +10.98%
- SailPoint Tech (SAIL) +9.85%
- Ambarella Inc (AMBA) - the company fell after its revenue guidance midpoint trailed estimates; listed at -21.18%
- Gap Inc. (GAP) - shares tumbled after Q1 revenue failed to meet analyst expectations, -17.7%
- American Eagle Outfitters (AEO) - fell on mixed brand performance, -12.46%
- Karman Holdings (KRMN) - stockholders launched a 13.5 million share offering, -11.93%
- CECO Environmental (CECO) -11.9%
- AXT Inc (AXTI) -10.46%
- Fluence Energy (FLNC) -11.33%
Small-Cap and Additional Movers
The session’s broader small-cap list and other individual movers included a wide range of outcomes, with several very large percentage moves recorded:
- DELL +29.79%
- NTAP +26.99%
- NOW +13.69%
- MSFT +3.69%
- ORCL +8.85%
- QCOM +4.39%
- COST -4.5%
- GAP -17.54%
- IBM +9.69%
- AXTI -10.14%
- CECO -10.98%
- AEO -12.72%
- WDAY +11.54%
- AMBA -20.48%
- PANW +7.6%
- HUBS +11.19%
- HPE +12.75%
- TEAM +15.06%
- OKTA +30.01%
- SPCE +38.41%
- REPL +84.83%
- PD +32.86%
- ASTS -16.37%
- PLTR +8.83%
- CCCC +20.63%
- ZETA +10.98%
- 601728 +1.34%
- FLNC -11.61%
- ARM +5.26%
- TBBB +13.17%
- GEV -4.2%
- RBRK +10.03%
- KRMN -12.35%
- SAIL +10.15%
- ORCX +17.57%
- ASTX -32.46%
- PURR +18.09%
- FPS +11.19%
Notable company-specific headlines from the session
- Replimune Group Inc (REPL) - reached an agreement with the FDA on a melanoma drug resubmission, registering a move listed at +83.97%.
- PagerDuty Inc (PD) - reported Q1 earnings and revenue that topped estimates, with the stock noted at +32.39%.
- Social Capital Hedosophia (SPCE) - Virgin Galactic received preliminary approval for a $2.75M settlement, with SPCE listed at +28.26%.
- China Telecom Corp Ltd (CHA) +24.31%
- C4 Therapeutics Inc (CCCC) +20.25%
- ORCX (ORCX) +17.94%
- Hyperliquid Strategies (PURR) +17.39%
- PLTU (PLTU) +17.38%
- ASTX NYSE (ASTX) +4.97% (also shown elsewhere with a -32.46% move)
The session’s action underlines how discrete corporate developments - from analyst upgrades tied to AI server demand to earnings beats and capital raises - can produce outsized percentage moves across market-cap segments on a single trading day. Movements ranged from large gains in AI and software-related names to notable declines in retailers and several mid-cap industrials.