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Stock Markets February 19, 2026

Market Movers: Mixed Thursday Session Sees Big Gains and Steep Drops Across Caps

From mega-caps slipping to mid- and small-cap volatility, earnings, guidance and corporate actions drove wide price swings

By Priya Menon LRCX GS TXN MS AXP
Market Movers: Mixed Thursday Session Sees Big Gains and Steep Drops Across Caps
LRCX GS TXN MS AXP

Thursday’s trading session produced a patchwork of strong rallies and sharp declines across market-cap tiers. Several large-cap and mid-cap names climbed double digits on results or corporate developments, while other stocks dropped sharply following earnings misses, guidance concerns or operational challenges. The list below captures the most notable movers from mega-cap names down to small-caps, with percentage moves and the key items cited in market reports.

Key Points

  • Company-specific earnings and corporate developments drove sharp intraday moves across market-cap tiers, producing double-digit gains for some names and steep declines for others.
  • Sectors affected include financials, industrials, technology, consumer discretionary, energy, healthcare and real estate as reflected by the movers listed.
  • Guidance and operational issues — for example, EV fleet challenges and guidance-driven sell-offs — were cited among the reasons for notable declines.

Stocks moved unevenly on Thursday as company-specific news and quarterly results produced pronounced winners and losers across market-cap segments. Below is a structured rundown of the largest movers, organized by market-cap band, and including the price change cited for each name along with the summary note supplied in market bulletins.

Mega-Cap Movers ($200 billion+ market cap)

  • Lam Research (LRCX); -2.45%
  • Goldman Sachs Group (GS); -2.48%
  • Texas Instruments (TXN); -2.35%
  • Morgan Stanley (MS); -1.93%
  • American Express (AXP); -2.00%
  • Bank Of America (BAC); -1.76%
  • Mastercard Cl A (MA); -1.95%
  • IBM (IBM); -1.78%

Large-Cap Stock Movers ($10-$200 billion market cap)

  • UL Solutions (ULS); UL Solutions beats fourth quarter expectations, raises dividend; +14.16%
  • Omnicom Gp Inc (OMC); Omnicom posts top-line beat in Q4, but misses on earnings; +13.95%
  • Deere & Co (DE); +13.53%
  • Occidental Petro (OXY); Occidental shares rise nearly 3% despite Q4 earnings, revenue miss; +9.73%
  • Texas Pacific Land Trust (TPL); +8.48%
  • Figma Inc (FIG); Figma shares soar as revenue growth accelerates, guidance tops estimates; +8.76%
  • Wayfair Inc (W); -13.14%
  • Carvana (CVNA); -9.66%
  • Priceline.com inc (BKNG); Booking Holdings beats Q4 expectations as room nights rise 9%; -8.55%
  • Synta Pharmaceuticals (MDGL); Madrigal Pharma shares fall over 5% as Q4 earnings miss overshadows revenue beat; -7.04%

Mid-Cap Stock Movers ($2-$10 billion market cap)

  • Remitly Global (RELY); Remitly appoints Amazon veteran Sebastian Gunningham as new CEO; +26.3%
  • Americold Realty Trust (COLD); Americold Realty Trust misses Q4 earnings expectations, shares fall; +13.71%
  • Neptune Insurance Holdings Inc (NP); Keefe Bruyette upgrades Neptune Insurance stock rating on earnings beat; +15.03%
  • Medical Properties Trust Inc (MPT); +12.01%
  • Klarna (KLAR); Klarna reports first billion-dollar revenue quarter, 38% growth; -25.83%
  • Avis Budget (CAR); Avis Budget shares tumble 14% as EV fleet challenges drive Q4 loss, revenue miss; -23.03%
  • Epam Systems Inc (EPAM); EPAM Systems beats Q4 estimates, shares fall on guidance concerns; -20.93%
  • Corcept Therapeutics (CORT); -17.93%
  • Blue Safari Group Acquisition Corp (BTDR); Bitdeer to raise $300 million through convertible notes offering; -17.85%
  • Hamilton Lane Inc (HLNE); -11.51%

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

  • Cardinal Infrastructure Group Ltd (CDNL); +30.74%
  • Hudson Executive Investment (TALK); +23.66%
  • Starfighters Space (FJET); +21.51%
  • Bandwidth (BAND); Bandwidth reports Q4 earnings beat, slight revenue miss; +18.71%
  • Herbalife (HLF); Herbalife shares soar 12% after earnings beat, Ronaldo investment; +19.11%
  • LightPath Technol (LPTH); +17.97%
  • Foley Trasimene Acquisition (ALIT); -36.06%
  • Rackspace Technology Inc (RXT); -19.59%
  • Jack In The Box I (JACK); Jack in the Box misses Q1 earnings, revenue expectations; -15.54%
  • Hertz Global Holdings NAQ (HTZ); -13.98%

These moves reflect a mix of earnings results, guidance updates, corporate actions and operational challenges called out in company-specific notes. Several stocks climbed after quarterly beats or strategic announcements, while others fell following misses, guidance concerns or reported operational hurdles.

Risks

  • Guidance-related uncertainty: several stocks fell despite quarterly beats due to weak forward guidance or investor concerns about outlook, as noted for companies such as EPAM.
  • Operational and execution risks: specific operational challenges, such as Avis Budget’s EV fleet issues referenced in the mid-cap list, have the potential to pressure revenue and margins.
  • Earnings versus revenue divergence: some names reported mixed results where revenue strength did not prevent share price declines, creating volatility for sectors tied to those reports.

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