Stock Markets February 19, 2026

Oracle, Deere and a Cluster of Big Movers Drive Thursday Trading Activity

Mega-, large-, mid- and small-cap stocks saw notable price swings across sectors as corporate results, executive changes and analyst moves influenced intraday flows

By Leila Farooq ORCL TMUS LRCX ULS OMC
Oracle, Deere and a Cluster of Big Movers Drive Thursday Trading Activity
ORCL TMUS LRCX ULS OMC

Thursday's session produced a range of pronounced moves across market-cap segments, with technology, industrial and consumer names among the leaders. Oracle and Deere were among the mega- and large-cap stocks showing gains, while individual mid- and small-cap companies registered both sharp rallies and steep declines tied to earnings, guidance, leadership changes and analyst actions. Below is a sector-by-capitalization breakdown of the most significant stock movers noted during the trading day.

Key Points

  • Major-cap stocks such as Oracle (ORCL) and Deere (DE) recorded measurable gains during the session, while Lam Research (LRCX) slipped.
  • Earnings beats, dividend actions and executive changes drove significant moves in the large- and mid-cap segments, including UL Solutions (ULS) and Remitly (RELY).
  • Small-cap names exhibited the widest percentage swings, with several companies moving more than 20% in either direction on earnings, guidance or corporate news.

Trading on Thursday featured distinct pockets of strength and weakness across market-cap brackets. Some large and mid-size companies climbed into double-digit gains, while a number of smaller names plunged by large percentages. The moves reflected a mix of earnings outcomes, guidance interpretations, analyst activity and corporate news.


Mega-Cap Movers ($200B+ Market Cap)

  • Oracle Corp (ORCL); +1.24%
  • Metropcs Communications (TMUS); Daiwa upgrades T-Mobile stock rating on growth, raises target to $240; +2.26%
  • Lam Research Corp (LRCX); -2.91%

Among the largest-capitalization names, Oracle posted a modest advance. MetroPCS Communications was higher after a Daiwa upgrade to T-Mobile's rating and a raised price target, while Lam Research slipped.


Large-Cap Stock Movers ($10B-$200B Market Cap)

  • UL Solutions (ULS); UL Solutions beats fourth quarter expectations, raises dividend; +13.85%
  • Omnicom Gp Inc (OMC); Omnicom posts top-line beat in Q4, but misses on earnings; Shares down 2%; +12.62%
  • Deere & Co (DE); +10.71%
  • Cf Industries (CF); +6.89%
  • Coeur dAlene Mines Corp (CDE); +7.15%
  • Coca-Cola Bottlin (COKE); +5.44%
  • Synta Pharmaceuticals (MDGL); Madrigal Pharma shares fall over 5% as Q4 earnings miss overshadows revenue beat; -8.23%
  • Wayfair Inc (W); -9.07%
  • Priceline.com inc (BKNG); Booking Holdings beats Q4 expectations as room nights rise 9%; -7.96%
  • Occidental Petro (OXY); Occidental shares rise nearly 3% despite Q4 earnings, revenue miss; +6.63%

Large-cap movers covered a range of outcomes. UL Solutions delivered a large uptick after a quarter that beat expectations and included a dividend raise. Omnicom posted mixed results with a top-line beat but an earnings miss noted in company commentary. Deere & Co and several resource and consumer names were among the gainers, while multiple companies recorded declines following earnings or guidance developments.


Mid-Cap Stock Movers ($2B-$10B Market Cap)

  • Remitly Global (RELY); Remitly appoints Amazon veteran Sebastian Gunningham as new CEO; +26.75%
  • Medical Properties Trust Inc (MPT); +17.69%
  • Neptune Insurance Holdings Inc (NP); Keefe Bruyette upgrades Neptune Insurance stock rating on earnings beat; +15.78%
  • Americold Realty Trust (COLD); Americold Realty Trust misses Q4 earnings expectations, shares fall; +10.63%
  • YETI Holdings (YETI); Yeti shares fall 5% as guidance misses expectations despite Q4 beat; -10.07%
  • Pool Corp (POOL); -12.7%
  • Epam Systems Inc (EPAM); EPAM Systems beats Q4 estimates, shares fall on guidance concerns; -19.71%
  • Blue Safari Group Acquisition Corp (BTDR); Bitdeer to raise $300 million through convertible notes offering; -17.53%
  • Avis Budget (CAR); Avis Budget shares tumble 14% as EV fleet challenges drive Q4 loss, revenue miss; -21.69%
  • Klarna (KLAR); Klarna reports first billion-dollar revenue quarter, 38% growth; -23.64%

Mid-cap activity was marked by executive news and analyst actions. Remitly rallied strongly after naming a new CEO with prior Amazon experience. Other companies experienced large swings tied to earnings beats coupled with cautious outlooks, capital-raising plans and sector-specific challenges.


Small-Cap Stock Movers ($300M-$2B Market Cap)

  • Foley Trasimene Acquisition (ALIT); -33.39%
  • Rackspace Technology Inc (RXT); -22.15%
  • Jack In The Box I (JACK); Jack in the Box misses Q1 earnings, revenue expectations; Shares slip 4%; -13.74%
  • Mednax Inc (MD); Pediatrix Medical Group shares rise despite earnings miss; -11.4%
  • Bandwidth (BAND); Bandwidth reports Q4 earnings beat, slight revenue miss; +23.17%
  • Hudson Executive Investment (TALK); +26.84%
  • Cardinal Infrastructure Group Ltd (CDNL); +28.91%
  • PROG Holdings (PRG); +12.98%
  • Rent-A-Center Inc (UPBD); Upbound Group beats Q4 estimates, but shares fall 2% on weak 2026 guidance; +10.2%
  • Herbalife (HLF); Herbalife shares soar 12% after earnings beat, Ronaldo investment; +17.84%

The smallest-cap group showed some of the most extreme moves in percentage terms, with several names tumbling sharply and others rallying after earnings beats or corporate developments.


These intra-day moves underline the diversity of catalysts affecting stocks across market-cap tiers, from corporate results and guidance to leadership changes and analyst actions. Market participants tracked these developments as they assessed sector-specific momentum and risk.

Risks

  • Earnings misses and guidance concerns led to sharp declines for multiple companies, introducing short-term volatility for affected names - this impacts companies across consumer, technology and industrial sectors.
  • Corporate events such as capital raises, convertible note offerings and fleet-related challenges contributed to downward pressure on some mid-cap stocks, increasing uncertainty in financial and transportation-related segments.
  • Executive transitions and analyst rating changes can create rapid sentiment shifts that magnify price swings in mid- and small-cap stocks, affecting investor confidence in those sectors.

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