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Stock Markets February 20, 2026

Big Movers Across Market Caps: Google, Lam Research Rally as Several Mid- and Small-Caps Slide

A mix of analyst actions and company-specific news accompanies notable gains and steep declines across mega-, large-, mid- and small-cap stocks

By Nina Shah GOOGL LRCX INTC ORCL
Big Movers Across Market Caps: Google, Lam Research Rally as Several Mid- and Small-Caps Slide
GOOGL LRCX INTC ORCL

Trading on Friday produced a wide range of outcomes across market-cap segments. Mega-cap names such as Google (GOOGL) and Lam Research (LRCX) posted gains, while a number of large-, mid- and small-cap stocks registered sharp losses. A handful of names moved higher on analyst actions or corporate announcements noted alongside their price moves.

Key Points

  • Mega-cap technology and semiconductor names such as Google (GOOGL) and Lam Research (LRCX) posted gains while Intel (INTC) and Oracle (ORCL) declined.
  • Large- and mid-cap lists include both positive analyst actions and corporate announcements alongside sharp negative moves, indicating stock-specific drivers across sectors including technology, industrials and materials.
  • Small-cap stocks showed some of the largest intraday swings, with certain names rising more than 20% and others falling by over 30%, highlighting elevated volatility in that segment.

Equity markets on Friday displayed divergent performance across capitalisation bands, with individual company developments and analyst activity coinciding with pronounced moves in select names.

Mega-Cap Movers ($200 billion USD and above)

  • Google (GOOGL) +2.5%
  • Lam Research (LRCX) +2.19%
  • Intel (INTC) -3.23%
  • Oracle (ORCL) -2.53%

Large-Cap Stock Movers ($10-$200 billion USD)

  • Akamai Technologies (AKAM) -10.09%
  • CoreWeave (CRWV) -6.75%
  • Fidelity National Financial (FNF); Fidelity National Financial declares $0.52 quarterly dividend -6.01%
  • Corning (GLW) +6.86%
  • TTM Technologies (TTMI) +6.22%
  • Wayfair (W) +5.54%
  • Sterling Construction (STRL) +5.29%
  • Comfort Systems USA (FIX) +3.75%
  • CoStar Group (CSGP); Jefferies upgrades CoStar Group stock rating on Homes.com outlook +3.81%
  • Celsius Holdings (CELH) +8.86%

Mid-Cap Stock Movers ($2-$10 billion USD)

  • Grail (GRAL) -47.44%
  • Now Inc (DNOW) -19.65%
  • Geo Group (GEO) -15.76%
  • Chemours Co (CC) -14.27%
  • Evolution Metals Tech (EMAT) -13.61%
  • SolarEdge Technologies (SEDG) +10.7%
  • Social Capital Hedosophia Hold II (OPEN) +19.14%
  • Ringcentral (RNG) +37.39%
  • Workiva (WK) +6.07%
  • Floor Decor Holdings (FND) +6.41%

Small-Cap Stock Movers ($300 million-$2 billion USD)

  • WeShop Holdings (WSHP) -39.68%
  • Cogent Communications (CCOI) -30.94%
  • Harmony Biosciences Holdings (HRMY) -13.61%
  • Tandem Diabetes Care (TNDM); BofA upgrades Tandem Diabetes stock rating on business model shift +33.53%
  • AXT Inc (AXTI) +25.43%
  • CF Acquisition V (SATL); Cantor Fitzgerald initiates Satellogic stock with overweight rating +20.4%
  • SGOCO Group (TROO) +21.25%
  • Five9 (FIVN) +18.57%
  • Kosmos Energy (KOS) +15.81%
  • Ategrity Specialty Holdings (ASIC) +15.09%

Several of the moves above are accompanied by explicit company announcements or analyst actions listed inline, including a dividend declaration for Fidelity National Financial and analyst coverage changes for CoStar Group, Tandem Diabetes Care and Satellogic. Beyond those noted items, the list reflects headline percentage moves across a wide range of market capitalisations.

Market participants should note the high dispersion in outcomes, from double-digit rallies to steep declines, particularly among mid- and small-cap names where single-day swings were most pronounced.

Risks

  • Elevated single-stock volatility among mid- and small-cap listings - investors in these segments may encounter swift, large price moves.
  • Company-specific news and analyst actions can materially shift share prices; several entries note analyst upgrades or corporate announcements that coincided with large moves.
  • Limited clarity on broader market drivers within the provided data - the dataset lists moves and some linked events but does not identify overarching macro catalysts.

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