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Why It Moves

Why Oracle (ORCL) Stock Is Trading Lower Today

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.1% in the afternoon session after the company's stock continued to fall from the previous session as investors digested earnings results that raised concerns about heavy spending on Artificial Intelligence (AI) infrastructure. 

Dec 12, 2025
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Why It Moves

Why Bristol-Myers Squibb (BMY) Stock Is Up Today

Shares of biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) jumped 2.6% in the afternoon session after an analyst at Guggenheim upgraded the company's stock from "Neutral" to "Buy" and set a new price target of $62. 

Dec 12, 2025
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Why It Moves

Why Abercrombie and Fitch (ANF) Stock Is Up Today

Shares of young adult apparel retailer Abercrombie & Fitch (NYSE:ANF) jumped 2.5% in the afternoon session after Goldman Sachs initiated coverage on the stock with a 'Buy' rating and set a price target of $120. The move from Goldman Sachs followed other positive analyst actions, including a price target increase from Jefferies. This optimism was partly fueled by the company's fantastic earnings report on November 26, 2025, which showed a surprise profit and a 7% revenue increase from the previous year. The company also revised its sales and earnings guidance upward at that time. A broader market rally supported the stock's move, as positive economic news suggested a 'soft-landing' scenario. Resilient consumer spending, backed by wage growth, created a favorable environment for retail stocks.

Dec 12, 2025
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Why It Moves

Yelp (YELP) Stock Trades Up, Here Is Why

Shares of local business platform Yelp (NYSE:YELP) jumped 2.2% in the afternoon session after Jefferies raised its price target for the company from $31.00 to $32.00. Despite the higher price target, the investment firm maintained its "Hold" rating on the stock. This rating suggested that the analyst, John Colantuoni, expected Yelp's shares to perform in line with the overall market. The adjustment signaled a slightly more positive view on the stock's valuation, even though it did not amount to a full upgrade of the recommendation.

Dec 12, 2025
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Why It Moves

Oscar Health (OSCR) Stock Trades Up, Here Is Why

Shares of health insurance company Oscar Health (NYSE:OSCR) jumped 3% in the afternoon session after Stephens & Co. initiated coverage on the stock with an "Equal-Weight" rating. 

Dec 12, 2025
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Why It Moves Summary

Stocks making big moves this week: Monolithic Power Systems, Alphabet, Enova, Revolve, and Bruker

Check out the companies making headlines this week:

Dec 12, 2025
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Earnings Call

AVGO Q3 Deep Dive: AI Orders, System Sales, and Margin Dynamics Define Outlook

Fabless chip and software maker Broadcom (NASDAQ:AVGO) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 28.2% year on year to $18.02 billion. On top of that, next quarter’s revenue guidance ($19.1 billion at the midpoint) was surprisingly good and 4.4% above what analysts were expecting. Its non-GAAP profit of $1.95 per share was 4.3% above analysts’ consensus estimates.

Dec 12, 2025
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Earnings Call

LULU Q3 Deep Dive: International Momentum and Leadership Transition Shape Outlook

Athletic apparel retailer Lululemon (NASDAQ:LULU) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 7.1% year on year to $2.57 billion. On the other hand, next quarter’s revenue guidance of $3.54 billion was less impressive, coming in 0.7% below analysts’ estimates. Its GAAP profit of $2.59 per share was 17.1% above analysts’ consensus estimates.

Dec 12, 2025
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Earnings Call

COST Q4 Deep Dive: Warehouse Expansion, Digital Initiatives, and Membership Trends

Membership-only discount retailer Costco (NASDAQ:COST) met Wall Streets revenue expectations in Q4 CY2025, with sales up 8.3% year on year to $67.31 billion. Its non-GAAP profit of $4.50 per share was 5.4% above analysts’ consensus estimates.

Dec 12, 2025
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Earnings Call

The Top 5 Analyst Questions From Victoria's Secret’s Q3 Earnings Call

Victoria’s Secret delivered third quarter results that significantly surpassed Wall Street’s expectations, supported by broad-based sales and margin expansion across its core brands. Management pointed to a clear shift in customer engagement and brand momentum, highlighting the impact of the revived Victoria’s Secret Fashion Show and targeted marketing driving customer acquisition. CEO Hillary Super described the results as “a powerful multiplier effect,” with the Intimates business returning to growth and market share gains in a declining U.S. category. The company also reported its first customer file growth of the year, fueled by new and reactivated shoppers, particularly among younger demographics.

Dec 12, 2025