Markets saw pronounced intra-day volatility on Friday, with individual stocks reacting to analyst actions, quarterly results, guidance and fundraising activity. The session produced large percentage gains in some names and steep declines in others, spanning mega-cap, large-cap, mid-cap and small-cap lists.
Mega-Cap Movers (Market Cap: $200 billion USD or higher)
- Applied Materials (AMAT); Applied Materials stock rating upgraded to Buy by Summit Insights +10.29%
- Lam Research Corp (LRCX) +2.89%
- General Electric (GE) +2.81%
- Merck & Co (MRK); Deutsche Bank upgrades Merck stock rating to Buy on post-Keytruda growth +1.95%
- Micron Tech (MU) -1.79%
Large-Cap Stock Movers (Market Cap: $10-$200 billion USD)
- Rivian Automotive (RIVN); Rivian stock rating upgraded to Neutral by UBS on balanced risk/reward +20.57%
- Coinbase Global (COIN) +15.76%
- Roku (ROKU); Rosenblatt upgrades Roku stock rating to Buy on strong earnings, raises price target +9.88%
- HubSpot Inc (HUBS) +9.58%
- Toast (TOST); Toast shares drop as Q4 earnings miss overshadows revenue beat +8.78%
- DexCom (DXCM) +9.08%
- Moderna (MRNA) +7.45%
- Regencell Bioscience Holdings (RGC) +7.55%
- Diamond Eagle Acquisition Corp (DKNG); DraftKings shares plunge 13% as 2026 guidance disappoints, despite better-than-expected Q4 print -11.92%
- Pinterest Inc (PINS); Baird downgrades Pinterest stock to Neutral amid advertiser headwinds -21.01%
Mid-Cap Stock Movers (Market Cap: $2-$10 billion USD)
- Tri Pointe Homes (TPH) +26.76%
- Maplebear (CART); Instacart shares soar 14% on top-line beat in Q4 +15.01%
- Mudrick Capital A (HYMC) +16.01%
- Procore Technologies (PCOR) +11.33%
- 10X Genomics Inc (TXG) +12.45%
- Callaway Golf Comp (CALY); Callaway Golf shares tumble after revenue miss and weak outlook -12.75%
- Ryan Specialty Group Holdings (RYAN); Ryan Specialty misses Q4 expectations, shares tumble -15.5%
- Fortune Brands Home & Security (FBIN); Fortune Brands tumbles as guidance falls short of expectations -17.33%
- Brgt Hrz Fml Slt (BFAM); Bright Horizons shares tumble as 2026 guidance disappoints -17.0%
- Braiin (BRAI) -42.02%
Small-Cap Stock Movers (Market Cap: $300 million - $2 billion USD)
- Corsair Gaming Inc (CRSR) +65.83%
- Cooper Stnd (CPS) +25.68%
- Mitek Systems (MITK); Jefferies upgrades Mitek Systems stock to Buy on fraud detection growth +16.16%
- Evommune (EVMN); Evommune raises $125 million in private placement to fund R&D +13.02%
- BITX (BITX) +11.05%
- American Axle & Manufacturing (DCH) -21.12%
- Adara Acquisition (AENT) -19.51%
- NYSE US 100 (NUS) -17.18%
- Yelp (YELP) -10.16%
- Upstream Bio (UPB) -10.63%
Across market caps, the session combined analyst upgrades - such as the Buy recommendation for Applied Materials from Summit Insights and the Rosenblatt upgrade on Roku - with company-specific results and guidance items that drove sharp moves. The large gains in selected names and severe declines in others underlined the dispersion of returns during the trading day.
Summary of drivers shown in the session: analyst rating changes, quarterly earnings outcomes, guidance updates and private placement fundraising were among the catalysts highlighted in individual stock movements.
Note: The list above captures the biggest percentage movers cited for the day across mega-, large-, mid- and small-cap cohorts and the specific analyst or company notes referenced alongside select tickers.