Movers, decoded
The biggest moves in Indian and US stocks — and the verified reason behind each one. Decoded in plain English, with the sources we relied on. Not a tip sheet.
Acadia Healthcare shares plunged after its Q2 2026 earnings release showed a sharp y/y drop in net income, Adjusted EBITDA, and Adjusted EPS (driven by higher PLGL costs and lower supplemental payment benefits), plus full-year 2026 revenue guidance that missed consensus expectations despite an adjusted EPS beat and in-line revenue.
- ACM ResearchACMR
No specific company catalyst identified; the decline appears to reflect broader sector or market pressure ahead of expected earnings later in the week.
AMAT fell with the broader semiconductor sector amid a sharp sell-off in chip stocks driven by concerns over AI-related capital spending and SK Hynix results missing lofty expectations.
- AdeiaADEA
Adeia shares fell 7.88% with no clear company-specific catalyst identified in recent SEC filings or credible news coverage; the move appears to reflect broader market or sector sentiment ahead of the Aug 3 earnings release.
No specific company catalyst identified in recent filings or news; AESI moved lower with broader market or sector sentiment.
No specific company catalyst or filing was identified for the move; ACLS declined alongside recent sector/market weakness noted in coverage.
- ArganAGX
No clear company-specific catalyst identified in recent filings or credible news; the decline may reflect broader market or sector movement.
- Allegiant TravelALGT
No clear company-specific catalyst from today's news or filings explains the decline; ALGT moved lower with broader market or sector sentiment following recent positive coverage around its Expedia partnership.
AdobeADBE
Adobe shares rose with a broad rebound in enterprise software stocks, driven by improving sentiment that AI is accelerating rather than displacing demand, following strong results from peers like ServiceNow and SAP.
- AccentureACN
Accenture shares rose sharply after the company announced a $2 billion increase to its fiscal 2026 share repurchase program (bringing total buybacks to $7.5 billion) along with a new quarterly dividend, acting as a positive capital-return catalyst following earlier guidance concerns.
- Alamo GroupALG
No company-specific catalyst or filing appears tied to the move; ALG moved lower with the broader market or sector ahead of its Q2 earnings expected next week.
- AlkermesALKS
Alkermes shares fell after Q2 results showed an EPS and revenue beat, but the reaffirmed full-year 2026 revenue guidance midpoint came in below Street consensus, triggering profit-taking on a stock that had already risen sharply YTD.
Akamai shares fell as part of a broader tech sell-off, with Morgan Stanley resetting its price target on the stock today.
- AAR CorpAIR
No clear company-specific catalyst identified for the decline; recent earnings (July 21) and guidance were strong, with positive post-earnings coverage on July 27. The move appears to reflect broader market/sector trading or minor institutional position adjustments.
- AdaptHealthAHCO
No company-specific catalyst or filing today; AHCO fell with the broader market or healthcare sector after recent positive coverage of its diabetes unit divestiture.
ADP rose after reporting stronger-than-expected Q4 fiscal 2026 results and a supportive fiscal 2027 outlook in its earnings release and 8-K filed today.
No specific company catalyst or filing identified for the decline; ADI moved lower with broader semiconductor sector or market weakness.
ADM shares fell with no company-specific catalyst reported; the decline followed recent gains and coincided with a July 25 analysis questioning valuation after the Walmart-General Mills partnership, while the market or sector may have contributed.
- AutodeskADSK
Autodesk shares rose 3.32% with no company-specific catalyst identified in recent filings or news; the move appears to reflect broader market or sector sentiment.
American Eagle Outfitters stock fell 3.31% with no clear company-specific catalyst from recent filings or today's credible coverage; it appears to have moved in line with the broader market or sector.
No clear company-specific catalyst identified in recent filings or credible news coverage; the stock moved lower with the broader market or sector on earnings day.
ABG rose after its Q2 2026 earnings release (via 8-K) beat EPS estimates by $0.51, driven by used-vehicle gains and Tekion-related optimism, despite a revenue miss.
Bloom Energy shares gapped down amid broader technology-sector weakness, profit-taking after recent volatility, and investor caution ahead of Q2 earnings (released after the close).
- Cohu Inc.COHU
Cohu shares fell sharply with the broader semiconductor equipment sector amid ongoing AI-related selloff pressures and profit-taking after recent gains, with no company-specific news or filings released today ahead of its Q2 earnings on July 30.
- Cable OneCABO
No specific news, earnings, or filing on July 28; recent coverage focuses on prior analyst notes and Q2 call scheduled for August. Stock moved without an identifiable company-specific catalyst.
- Coherent Corp.COHR
COHR fell sharply with a broad sell-off in AI-linked optical/photonics stocks driven by profit-taking and rotation out of high-valuation names, with no company-specific negative catalyst reported; next earnings are scheduled for August 12.
- ACM ResearchACMR
No specific company news, earnings, or filing appears to have triggered the drop; ACMR continued a recent pullback amid valuation concerns highlighted in prior coverage.
- Carrier GlobalCARR
Carrier Global fell sharply after reporting Q2 2026 results that beat EPS/revenue estimates and raised full-year sales, adj. op. profit and adj. EPS guidance, but showed y/y declines in operating margins (down ~190 bps adjusted) due to mix, input costs and segment pressures.
Dell shares fell sharply as investors rotated out of high-multiple AI hardware names amid concerns over heavy customer concentration in AI server revenue and ongoing margin compression, amplified by a weak tape for tech stocks and lingering insider selling pressure.
AMD fell sharply as part of a broad sell-off in non-NVIDIA AI chip stocks, driven by rotation and profit-taking that narrowed the AI trade to NVIDIA leadership amid concerns over overcrowded AI memory plays.
Armstrong World Industries reported Q2 2026 results today (record $472M sales, adjusted EPS $2.36 beat) and raised full-year 2026 guidance on net sales (to 9-11% growth), adjusted EBITDA, and EPS growth, per its 8-K and earnings release.
- Arm HoldingsARM
ARM fell sharply ahead of its July 29 earnings report amid a broader pullback in high-valuation AI and semiconductor stocks, with no specific company catalyst identified in filings or today's coverage.
ECG fell sharply amid a broader risk-off selloff in equities, with no company-specific catalyst, earnings release, or filing identified for July 28.
AMAT fell sharply as U.S. semiconductor equipment stocks sold off on reports that a state-backed Chinese firm has begun mass-producing domestic immersion DUV lithography tools, threatening future demand for Western suppliers like ASML and Applied Materials.
BLFS rose as it continued to trade toward the $31/share Repligen acquisition price announced July 22 (cash + stock deal, ~24% premium), hitting a new 52-week high amid the pending transaction.
CTS rose sharply after releasing Q2 2026 results and raising full-year 2026 earnings, cash flow, and reserves guidance per its 8-K and 10-Q filings.
- AgilysysAGYS
Agilysys rose sharply after reporting better-than-expected Q2 results in its July 27 8-K and 10-Q, which prompted multiple analysts to raise forecasts and price targets including from Oppenheimer.
CRL shares rose on news of high-profile hedge fund investments including a new Maverick Capital stake via 13F filing, plus recent analyst price target upgrades and positive sentiment ahead of the Aug. 5 Q2 earnings release.
- CienaCIEN
Ciena shares declined with no new company-specific catalyst reported; the move appears to reflect ongoing sector sentiment and institutional holdings reductions noted in recent coverage.
- CognizantCTSH
Cognizant shares rose sharply after the company announced the launch of its new EMEA AI Unit on July 28 to help enterprises scale agentic AI adoption.
- AccentureACN
Accenture shares rose sharply after the company announced a $2 billion increase to its fiscal 2026 share repurchase program (bringing the total to $7.5 billion) along with a new quarterly dividend, acting as a catalyst amid a market rebound and positive reassessment following prior earnings.
- FactSetFDS
FactSet shares rose on the July 28 announcement that it expanded its partnership with RepRisk to strengthen sustainable investing solutions for clients, adding to recent positive momentum from client adoptions and product updates.
- Booking HoldingsBKNG
No specific company catalyst identified for the 6.7% gain; recent coverage points to ongoing momentum from prior geopolitical easing and AI/product updates, with the stock likely moving with broader travel/tech sector sentiment.
- EPAM SystemsEPAM
EPAM rose sharply after announcing it joined the OpenAI Partner Network as an Advanced Partner to help global enterprises implement safer, scalable AI solutions, pairing OpenAI models with its engineering and expertise.
DIOD fell with the broader semiconductor sector amid a chip sell-off on July 28, with no company-specific catalyst or filing reported for the day.
- A10 NetworksATEN
A10 Networks shares fell with no clear company-specific catalyst reported; next earnings are scheduled for August 5 and recent headlines focused only on routine institutional position updates.
AOSL fell 6.39% with no company-specific catalyst identified in recent filings or credible news coverage; the move appears consistent with broader semiconductor sector or market trading.
CHTR rose on a delayed positive reaction to its Q2 2026 earnings (released July 24), where EPS of $10.66 beat consensus by $0.68 and the company highlighted $838M in share repurchases plus $1B in debt repurchases during the quarter, alongside strong mobile line growth.
No clear company-specific catalyst identified in recent filings or credible news coverage for the move; EPAC rose with broader market or sector activity.
- Deckers BrandsDECK
No clear company-specific catalyst identified for the July 28 move; the Q1 earnings release and negative reaction occurred several days earlier on July 23-24.
Asbury Automotive rose after Q2 adjusted EPS of $6.82 beat estimates by $0.51 (revenue missed), driven by management commentary on Tekion DMS rollout progress (over 70% complete, full conversion by October) and expected SG&A margin efficiencies trending toward the low-to-mid 60s.
Axcelis shares fell with the broader semiconductor sector amid a selloff, with no company-specific catalyst or new filing identified for the move.
- Expedia GroupEXPE
Expedia rose on coverage of its exclusive 12-month partnership with Allegiant Travel (announced mid-July), making Expedia the airline's first authorized OTA partner and adding Allegiant's full U.S. network to Expedia's brands.
- Erie IndemnityERIE
No specific news or filing explains the move; ERIE rose ahead of its July 30 earnings report amid recent analyst and media commentary highlighting the stock as undervalued.
- ComcastCMCSA
Comcast shares rose on news of a multiyear deal bundling Peacock with YouTube Premium for U.S. subscribers starting early 2027, a major distribution win following Peacock's first profitable quarter.
- DoorDashDASH
DoorDash rose with other US consumer discretionary names amid falling oil prices, which could support consumer spending; no company-specific news or filings today.
No clear company-specific catalyst identified in recent filings or credible news coverage; the stock appears to have moved with broader market or sector sentiment amid ongoing volatility near 52-week lows.
Brown & Brown shares rose after reporting Q2 2026 results (released after close on July 27) showing 30.4% YoY revenue growth to $1.68B and adjusted EPS of $1.07 in line with estimates; investors focused on the strong top-line expansion and in-line profits rather than a minor revenue miss.
- EquifaxEFX
Equifax rose on continued positive investor reaction to its July 21 Q2 earnings beat, Mexico acquisition announcement, doubled AI cost savings target, and share buybacks, after an initial post-earnings dip on guidance.
No specific company catalyst or news identified for the move; EYE rose with the broader market or sector.
Education and discussion only — not investment advice. Reasons are decoded from official filings (SEC/BSE) and credible news — not live exchange quotes. Verify with the linked sources before acting.