Biggest stock movers: $V, $STX, $BE, $HOOD, and more


Stock futures edged slightly higher Wednesday premarket ahead of major big tech earnings reports and the Federal Reserve's upcoming interest rate decision.
Here are some of Wednesday's biggest stock movers:
Biggest stock gainers
Seagate Technology (STX) +18% - Shares surged after the storage company reported FQ3 results and guidance that topped Wall Street's estimates by a wide margin. For FQ4, the company expects adjusted EPS of $4.80–$5.20 and revenue of $3.35B–$3.55B, well above analyst estimates of $2.96 and $3.16B, respectively.
NXP Semiconductors N.V. (NXPI) +16% - Shares climbed after the analog semiconductor company reported Q1 results and guidance that topped Wall Street's estimates by a significant amount, with revenue of $3.18B, up 12% Y/Y, driven by broad-based strength across end markets. For Q2, the company guided adjusted EPS to $3.29–$3.72 and revenue to $3.35B–$3.55B, both well above analyst estimates of $3.23 and $3.27B, respectively.
Bloom Energy (BE) +12% - Shares surged after delivering a strong Q1 beat, with non-GAAP EPS of $0.44 and revenue of $751.1M, up 130.4% Y/Y, both well above expectations. Product revenue surged 208.4% Y/Y to $653.3M, highlighting strong demand momentum. The company also raised its FY2026 outlook, guiding for revenue of $3.4B–$3.8B, well above the consensus of $3.23B, and non-GAAP EPS of $1.85–$2.25, significantly above $1.40 estimates. It also expects a non-GAAP gross margin of ~34% and operating income of $600M–$750M.
Starbucks Corporation (SBUX) +5% - Shares rose after reporting FQ2 results that marked its third consecutive quarter of positive comparable sales, with global comps up 6.2%, well above expectations, driven by gains in both transactions and the average ticket. U.S. comparable sales rose 7.2%, while international comps increased 2.6% and China posted modest 0.5% growth. Revenue increased 9% to $9.5B, with non-GAAP EPS of $0.50 beating estimates, while operating margin expanded 120 basis points to 9.4%. Looking ahead, the company expects global and U.S. comparable sales growth of 5% or more, with EPS guided to $2.25–$2.45 vs. $2.30 consensus.
Visa (V) +4% - Shares gained after reporting FQ2 results that topped expectations, supported by resilient consumer spending, and announcing a new $20B multiyear share repurchase program. The company raised its FY2026 outlook, now expecting EPS growth in the low teens and net revenue growth in the low double-digit to low-teen range, while guiding Q3 EPS growth in the mid- to high single digits and revenue growth in the low double digits.
Biggest stock losers
Enphase Energy (ENPH) -11% - Shares tumbled despite a Q1 beat, with revenue of $282.9M, down 20.6% Y/Y. The quarter included $34.5M in safe harbor revenue, and the company shipped 1.39M microinverters from its U.S. facilities. For Q2, Enphase expects revenue of $280M–$310M vs. $297.55M consensus, including higher safe harbor shipments and battery deployments. It guided non-GAAP gross margin to 44%–47%, factoring in tariff impacts, alongside continued elevated operating expenses.
Robinhood Markets (HOOD) -9% - Shares plunged after reporting Q1 results that missed expectations, with weaker transaction-based revenue of $623M and a decline in average revenue per user to $157 from $191 in the prior quarter. Crypto revenue dropped 47% YoY to $134M, while options revenue rose 8% and equities revenue climbed 46%. Adjusted EBITDA came in at $534M, below estimates. The company raised its 2026 outlook for combined adjusted operating expenses and share-based compensation to $2.7B–$2.825B, above the $2.27B consensus, reflecting increased investment spending.
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