Stock Markets March 4, 2026

Premarket Rally Sees Nvidia, Moderna and CrowdStrike Move Higher While Abercrombie Stocks Slip

Futures edge up after reports Iran may seek to end regional conflict; a mix of earnings, guidance and legal settlements drives individual stock action

By Jordan Park CRWD NVDA ANF BBWI NVO
Premarket Rally Sees Nvidia, Moderna and CrowdStrike Move Higher While Abercrombie Stocks Slip
CRWD NVDA ANF BBWI NVO

U.S. stock futures ticked higher in premarket trading after earlier losses this week amid reports that Iran may be seeking an end to the conflict in the Middle East. Individual equities moved on company forecasts, quarterly results, regulatory actions, and a legal settlement. Notable premarket movers included gains in technology and biotech names such as CrowdStrike, Nvidia and Moderna, while apparel retailer Abercrombie & Fitch slid despite raising its annual profit outlook.

Key Points

  • U.S. futures rose after reports that Iran may be seeking an end to the Middle East conflict, supporting a modest premarket rebound.
  • Corporate guidance and results drove individual stock moves: CrowdStrike raised fiscal 2027 revenue expectations, Bath & Body Works beat Q4 estimates but warned of weaker 2026 sales, and Ross Stores forecast annual sales above estimates.
  • Biotech and regulatory news influenced healthcare names: Moderna's $950 million settlement and FDA warning letters to telehealth companies impacted Moderna and Novo Nordisk.
  • Investor actions and M&A influenced market sentiment: a large stake purchase in Nvidia by Leo KoGuan and Latham Group's acquisition of Freedom Pools were notable drivers.

U.S. stock futures rose modestly in early trading Wednesday, reversing some of this week's earlier declines after reports suggested Iran may be seeking to end the ongoing conflict in the Middle East. Market participants looked to corporate updates and regulatory developments for cues on individual equities.

Below are the most notable premarket movers and the company developments that moved them:

  • CrowdStrike (NASDAQ:CRWD) - Shares were up 0.4% after the cybersecurity company projected fiscal 2027 revenue that exceeded analysts' estimates. Management is banking on continued demand for its artificial intelligence-powered cybersecurity offerings to underpin growth.
  • Nvidia (NASDAQ:NVDA) - The chipmaker rose 0.7% following disclosure that billionaire investor Leo KoGuan has amassed a large stake in the company and expressed strong confidence in the long-term outlook for artificial intelligence, reinforcing investor interest in AI-related semiconductors.
  • Abercrombie & Fitch (NYSE:ANF) - The apparel retailer fell 3.3% in premarket trade despite forecasting annual profit largely above Wall Street expectations. The company is counting on robust demand for its Hollister brand even as discretionary spending appears under pressure, particularly in the United States.
  • Bath & Body Works (NYSE:BBWI) - The home fragrance and personal-care retailer jumped 5.5% after reporting fourth-quarter results that beat expectations. The company, however, cautioned that it expects weaker sales in 2026 as it executes a broader business transformation.
  • Novo Nordisk (NYSE:NVO) - Shares rose 3.1% after the U.S. Food and Drug Administration issued warning letters to 30 telehealth companies for making false or misleading claims about compounded versions of weight-management drugs, specifically including Novo's semaglutide.
  • Moderna (NASDAQ:MRNA) - The biotechnology company jumped 10% after agreeing to pay Genevant, a subsidiary of Roivant Sciences (NASDAQ:ROIV), and Arbutus $950 million to resolve litigation tied to the delivery technology used in its Covid-19 vaccine. The settlement amount was described as being less than feared by investors.
  • Dycom Industries (NYSE:DY) - The telecommunications services provider rose 2.9% after reporting fourth-quarter results for fiscal 2026 in which both earnings and revenue beat Wall Street expectations.
  • Ross Stores (NASDAQ:ROST) - The off-price retailer climbed 6.3% after forecasting annual sales above estimates, signaling management's view that demand for discounted apparel and accessories will remain resilient amid macroeconomic uncertainty.
  • Latham Group (NASDAQ:SWIM) - Shares soared 21% after the swimming pool designer's full-year net sales forecast topped expectations and the company announced the acquisition of Freedom Pools, a fiberglass pool manufacturer and installer, for approximately $17 million.

Market attention in the premarket session was split across sectors. Technology and biotech names reacted to guidance, investor stake disclosures and a legal settlement, while retailers and consumer-focused companies moved on results and forward-looking sales forecasts. Telecommunications and specialty manufacturing also saw notable stock responses tied to quarterly results and strategic acquisitions.


Key takeaways:

  • Premarket futures recovered after news that Iran may be seeking to end the regional conflict.
  • Company-specific catalysts drove stock moves: guidance and forecasts, regulatory warnings, a legal settlement, strong quarterly results, and an acquisition.
  • Gains were concentrated in technology and biotech, while one apparel name fell despite an upbeat profit forecast.

Risks

  • Uncertainty tied to the evolving geopolitical situation - developments regarding efforts to end the Middle East conflict could continue to sway futures and sentiment (impacts markets and energy/defense-sensitive sectors).
  • Operational and sales risks for retailers - several apparel and retail names signaled uneven demand and transformation-related pressures, suggesting potential volatility in consumer discretionary stocks.
  • Regulatory and legal uncertainty in biotech and healthcare - FDA enforcement actions and litigation settlements, such as the $950 million payment involving Moderna, create headline risk for companies tied to weight-management drugs and vaccine technologies.

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