The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.
Latest Activity
Travel took the worst of Wednesday's close, with Expedia down 7.72% and Airbnb close behind at 7.56%. Software ran the other way: Palo Alto Networks led all gainers at 4.87%, with Palantir back near $192.
Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.
The damage at Monday's close ran deeper than the gains: Applied Optoelectronics shed 11.6% while the best performer, AMC Entertainment, managed 6.08%. Four of the five worst names lost more than 7% in a single session.
Futu Holdings closed up 9.75%, the biggest move in a 110-stock priority list where five names finished higher by 5% or more. The downside was far tamer: only Cipher Mining lost more than 4%.
A 12.77% jump to $31.09 adds roughly $800 million of market value to a $7 billion company in a single session. Moves this size rarely settle quietly, so keep an eye on the stock into tomorrow's open.
Tempus AI ended the day up 22.93% at $60.68, the standout in a 110-name priority list where nothing else gained more than 13%. Hardware and infrastructure names took the other side, with Dell shedding 6.92% to $436.24.
The pivot from compounded to branded GLP-1s pulled gross margin to 64% from 76% a year ago, which is how 38% revenue growth still ends in a loss that badly missed expectations. Management raised full-year revenue guidance to $3.1 billion to $3.3 billion anyway, so the question is whether margins stabilize from here. The 5:00 PM ET call should answer that.
HIMS Coverage
Live: Will Hims & Hers Rebound After Tonight’s Q2 Earnings?
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Forget Hims. Its CEO Dumped 436,000 Shares Before a 1,266% Earnings Miss. Here Is the Profitable Healthcare Stock to Own Instead
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7 Healthcare AI Stocks Under $50 With Huge Upside Potential
Healthcare AI stocks have been hammered in 2026, with several names down 30% to 65% year to date even as their underlying platforms keep maturing. That dislocation between share price and product…
BofA Cuts Hims & Hers Price Target as Mixed Quarter Resets Street Expectations
Hims & Hers Health (NYSE:HIMS) absorbed another analyst downgrade. Bank of America cut its price objective on Hims & Hers stock to $30 from $32, while keeping a Neutral rating. The firm…
JPMorgan Cuts Hims & Hers Price Target as GLP-1 Shift Reshapes the Growth Story
Shares of Hims & Hers Health (NYSE:HIMS) are under pressure after JPMorgan trimmed its price target on the consumer telehealth name following a messy first quarter. The firm lowered its price target…
Live: Hims Reports Q1 Earnings Tonight. Can the Recovery Continue?
Live Updates HIMS Q1 Earnings Coverage Wrap-Up4:25pm ETThat wraps up our initial coverage of Hims and Hers Health’s Q1 results. Thank you for stopping by! Check out management’s earnings call at 5…
JPMorgan Initiates Hims & Hers With Overweight: Could the Novo Nordisk Deal Be the Turning Point?
Hims & Hers Health (NYSE:HIMS) just picked up a high-profile endorsement. JPMorgan analyst Cory Carpenter initiated coverage with an Overweight rating and a $35 price target, framing the telehealth platform’s recent Novo…
Did Amazon Just Wreck All of Hims & Hers Upside Potential?
The GLP-1 weight-loss category exploded into a multi-billion-dollar opportunity that blends medication access with ongoing patient support. This morning, Amazon‘s (NASDAQ:AMZN | AMZN Price Prediction) One Medical platform rolled out a national…
Hims & Hers Rallies 9% as Investors Bet Big on Peptide Pipeline and Novo Nordisk Deal
Hims & Hers Health (NYSE:HIMS) shares are up 9% in early trading Monday, climbing from $28.82 to $31 and change as investors pile into the stock ahead of a May 11 earnings…
S&P 500 Clinches 7000, Extends Gains After Traffic Returns to Hormuz Strait
The S&P 500 (^GSPC) crossed 7,000 for the first time in history this week, closing at 7,022.95 on Wednesday before pushing to 7,041.28 on Thursday. Futures are pointing higher Friday as President…
BofA Raises Hims & Hers Target to $25 as FDA Takes a Step Toward Wellness Peptides: Is a New Revenue Boom Coming?
Hims & Hers Health (NYSE:HIMS) just got a fresh look from Bank of America, which raised its price target on the stock to $25 from $21 while maintaining a Neutral rating. The…
Is Hims & Hers Really the Growth Stock to Buy That It Appears?
Hims & Hers Health (NYSE:HIMS) looked like a fallen growth star earlier this year. The telehealth platform was hammered by the FDA’s aggressive crackdown on compounded GLP-1 drugs, complete with warning letters…
Barclays Raises Hims & Hers (HIMS) Target to $29 After Novo Deal Clears Legal Overhang — Canaccord Cuts Progyny (PGNY) on Cautious 2026 Outlook
Two healthcare names are drawing fresh analyst attention this week as Wall Street recalibrates around a landmark GLP-1 truce and a fertility benefits company navigating a murky 2026 outlook. Barclays analyst Glen…