Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate. The results spurred a downgrade at Stephens.
- Walmart (WMT) stocks dropped after citing a “hiring recession” and pressures on shoppers as it forecast less growth in earnings this year than Wall Street was expecting. “There’s a whole lot of the year to go in what’s still a pretty fluid, dynamic macro backdrop,” Chief Financial Officer John David Rainey said in an interview Thursday. “When you look at whatever your favorite macro statistic to point to is — the hiring recession, the fact that student delinquencies are up, there’s still trade uncertainty — we think it’s prudent to be somewhat measured with the outlook right now.”
- Wayfair (W) shares slumped as much as 16%, hitting a four-month low intraday, after the home goods retailer said it expects mid-single-digit topline growth year-over-year for the first quarter, which Jefferies considers to be conservative and attributable to colder weather to start the year. The company also said during the conference call that it sees 1Q gross margins “likely at the low end” of the 30% to 31% guidance range.
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On this episode of Stock Movers:
- Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate.
- Walmart (WMT) shares slipped after issuing a forecast for full-year earnings that missed higher expectations, flagging the unpredictable state of trade and labor market conditions.
- Wayfair (W) shares slumped as active customers during the fourth quarter came in slightly below Street expectations. William Blair says the 6.9% growth in net revenue likely fell short of buy-side expectations. Peers RH, Arhaus and Williams-Sonoma also fell.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Deere (DE) shares jumped as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.
- Herbalife (HLF) shares are higher after news that Cristiano Ronaldo is investing in a digital platform owned by Herbalife, spending $7.5 million on a 10% stake in HBL Pro2col Software LLC.
- EBay (EBAY) shares rose on news that the company agreed to buy Depop for about $1.2 billion to attract younger shoppers and stand out in an increasingly cluttered e-commerce market.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
-Deere & Co. (DE) boosted its profit outlook for the year as the world’s largest farm-machinery maker anticipates the agriculture economy will get better soon.The company estimated net income between $4.5 billion and $5 billion, according to a Thursday statement. That’s above Deere’s initial outlook in November of between $4 billion and $4.75 billion, and compares to the Bloomberg estimate for $4.45 billion.
- Figma (FIG) shares jumped in extended trading after the creative software maker gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg.
- EBay (EBAY) shares gain after the online marketplace forecast net revenue for the first quarter that surpassed Wall Street’s expectations. The firm also agreed to buy Depop from Etsy for about $1.2 billion in cash.
See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:
- Air France-KLM shares rose the most since April after the carrier reported better-than-expected earnings in the fourth quarter and said it remained upbeat about lucrative North Atlantic routes despite heightened geopolitical tensions.
- Airbus shares fall as much as 7% after the European planemaker and defense group forecast commercial aircraft deliveries for 2026 of about 870 planes, lower than most previous estimates.
- Rio Tinto Group, which walked away from a tie-up with Glencore Plc earlier this month, posted flat full-year profit, as improvements in copper and aluminum failed to offset a combination of one-off restructuring costs, US tariffs and China’s drag on its key iron ore unit.
See omnystudio.com/listener for privacy information.