The Standout Movers Across Wall Street
Maplebear (Instacart) — Down 4%
Instacart’s parent slid after Amazon announced tests of 30-minute grocery delivery in Seattle and Philadelphia, raising competitive pressure on ultra-fast fulfillment.
Boeing — Up 8%
Shares climbed after Boeing secured a $104.4M U.S. Navy contract to repair aircraft displays, alongside issuing positive free cash flow guidance for 2026 — a needed boost after years of operational scrutiny.
Bayer AG — Up 12%
Bayer’s ADRs jumped as the company opened a Phase 3 trial for a treatment targeting nonatypical endometrial hyperplasia, marking progress in its pharma pipeline.
Solaris Energy Infrastructure — Up 3%
The data-center power provider rallied after Morgan Stanley initiated coverage with an overweight, citing secured generation equipment through 2028 and strong contracted cash flows.
XPO — Down 7%
The logistics company fell after reporting November tonnage down ~5% YoY and shipments off 2%, highlighting a soft start to peak season activity.
MongoDB — Up 23%
MongoDB delivered a major beat:
- EPS: $1.32 vs. $0.80 expected
- Revenue: $628M vs. $592M expected
The company also raised full-year guidance, driving one of its strongest reactions of the year.
Strategy — Up 4%
Shares rebounded with bitcoin jumping back above $90,000, reversing Monday’s sharp crypto sell-off.
Janux Therapeutics — Down 47%
The clinical-stage biotech cratered after phase 1 prostate cancer trial data came in weaker than expected.
Signet Jewelers — Down 4%
Despite a Q3 beat and improved full-year outlook, Q4 revenue guidance came in light at $2.24B–$2.37B, below consensus.
United Natural Foods — Up 9%
An earnings beat (EPS of $0.56 vs. $0.40 expected) lifted the stock despite softer revenue. Full-year guidance was reaffirmed.
Cloudflare — Up 2%
Barclays initiated with an overweight rating and a $235 price target, citing strong long-term demand for cybersecurity and edge compute infrastructure.
Credo Technology — Up 14%
Credo crushed earnings expectations:
- EPS: $0.67 vs. $0.49
- Revenue: $268M vs. $235M
It also guided $335M–$345M for next quarter, far above Street expectations — reflecting accelerating AI hardware demand.
Six Flags — Up 2%
Truist upgraded the theme-park operator to Buy, praising a more disciplined, execution-oriented CEO and improving fundamentals.
Teradyne — Up 4%
Stifel upgraded shares to Buy, arguing the market is underestimating Teradyne’s positioning in AI networking and semiconductor testing demand.
Bausch + Lomb — Up 4%
Morgan Stanley moved the eye-care company to overweight, highlighting an improving ophthalmology pipeline.
WSA Take
Today’s tape shows clear market bifurcation: legacy consumer names and logistics underperformed, while anything tied to AI infrastructure, cloud workloads, or compute-heavy hardware outpaced expectations. Credo, MongoDB, and Teradyne continue to benefit from the structural AI capex cycle — one that has not slowed despite recent macro volatility.
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