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Having fallen in November, this AI-related stock is already making a strong recovery.

The tech stalwart is already one of the largest companies in the world.

It was a relatively quiet day on Wall Street, but a few stocks made big moves.

One key earnings detail may explain why this investor jumped into Delek stock.

The obvious picks might also be the right picks.

Shares of automation software company UiPath (NYSE:PATH) jumped 24.2% in the afternoon session after the company reported strong third-quarter 2025 financial results, beating analyst expectations for both revenue and profit. 

Shares of fashion conglomerate PVH (NYSE:PVH) fell 11.8% in the afternoon session after the company's weak earnings guidance for the upcoming quarter overshadowed its third-quarter revenue and profit beat. The Calvin Klein parent company's third-quarter revenue of $2.29 billion was in line with analyst expectations, while its adjusted earnings per share of $2.83 beat estimates. However, investors focused on the negatives. The adjusted profit was still down from $3.03 in the same quarter last year. More significantly, the company's earnings per share guidance for the next quarter and its constant currency revenue both fell short of Wall Street’s estimates. The results were described as a "softer quarter," contributing to the negative investor sentiment that sent the stock sharply lower.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.6% in the afternoon session after reports indicated the company planned significant budget cuts for its metaverse division, Reality Labs. 

Shares of cloud data platform provider Snowflake (NYSE:SNOW) fell 11.3% in the afternoon session after the company's forward-looking guidance for the fourth quarter disappointed investors, even though its third-quarter results beat expectations. While Snowflake reported third-quarter revenue of $1.21 billion and an adjusted profit of $0.35 per share, both surpassing Wall Street's estimates, the positive news was overshadowed by its forecast. The company guided for fourth-quarter product revenue with a midpoint of $1.20 billion. This projection signaled a continued slowdown in growth, representing a deceleration from the 28.7% year-over-year revenue growth rate reported for the third quarter. The softer-than-expected outlook for future growth was the primary reason for the negative market reaction.

Shares of discount treasure-hunt retailer Dollar Tree (NASDAQ:DLTR) jumped 2.4% in the afternoon session after the stock's positive momentum continued as the company reported better-than-expected third-quarter results and raised its full-year earnings forecast. The discount retailer's adjusted earnings per share landed at $1.21, which surpassed analysts' expectations. Revenue for the quarter also climbed 9.4% to $4.7 billion, helped by a 4.2% increase in same-store sales. Following the strong performance, Dollar Tree lifted its financial outlook for the full year. The company projected adjusted earnings per share in a range of $5.60 to $5.80, up from its previous forecast. It also raised its sales expectations. The positive report led several analysts to increase their price targets for the stock.

Shares of filtration equipment manufacturer Donaldson (NYSE:DCI) jumped 7.6% in the afternoon session after the company reported third-quarter 2025 results that beat analyst estimates for both revenue and earnings and slightly raised its full-year guidance. Donaldson announced sales of $935.4 million, a 3.9% increase from the previous year. The company posted an adjusted earnings per share of $0.94, which was 13.3% higher year on year and surpassed expectations. Following the performance, Donaldson slightly boosted its full-year outlook, raising the midpoint for its adjusted earnings guidance to $4.03 per share.

Shares of digital lending platform LendingClub (NYSE:LC) jumped 3.6% in the afternoon session after JPMorgan raised its price target on the company's stock to $25 from $22 while maintaining an 'Overweight' rating. The investment bank also identified Lending Club as its 'Top Pick,' noting the new target represented a potential 33% upside. This positive view came on the heels of other favorable news for the company. LendingClub had recently reported third-quarter earnings that beat analyst expectations. The company also announced a $100 million stock repurchase program and revealed a new partnership to enter the home improvement financing market, a sector valued at $500 billion.

Shares of insurance software provider Guidewire Software (NYSE:GWRE) fell 1.5% in the afternoon session after the company announced third-quarter 2025 financial results that beat analyst expectations and included a raised full-year forecast. This decline occurred despite the positive report, which detailed revenue of $332.6 million, up 26.5% from the prior year. The results surpassed estimates, and the company also lifted its full-year revenue guidance. Growth was supported by a 21.6% year-over-year increase in Annual Recurring Revenue (ARR), a key metric for software firms. The negative stock reaction may be a case of investors taking profits, as the shares had jumped 4.9% immediately following the announcement.

Shares of hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) fell 2.9% in the afternoon session after Jefferies downgraded the stock to Hold from Buy and other investment firms cut their price targets, citing concerns over the company's growth prospects and digital operations. The downgrade from Jefferies was prompted by worries about the company's growth path and a 46% drop in earnings from its digital gaming division. Other analysts also expressed caution, with CFRA lowering its price target due to concerns about Caesars' balance sheet. Stifel also reduced its price target, pointing to disappointing digital performance. The wave of negative analyst sentiment followed the company's announcement that Vice Chair of the Board Don Kornstein planned to retire, effective December 31, 2025.

Shares of memory chips maker Micron (NYSE:MU) fell 3.3% in the afternoon session after the company announced its decision to exit the crucial consumer memory business to focus on more strategic growth areas. This move involved shutting down its well-known "Crucial" brand, which sold products like RAM and SSDs. The company stated it would redirect resources toward the rapidly growing demand for advanced memory chips used in artificial intelligence (AI) and data centers. While the company planned to continue shipping consumer products until early 2026 to ensure a smooth transition, the announcement marked a significant shift in its business focus. The stock's drop suggested investor concern regarding the strategic change.

Shares of custom-engineered solutions manufacturer Methode Electronics (NYSE:MEI) fell 10.4% in the afternoon session after the company reported third-quarter results that showed a steep year-over-year sales decline, overshadowing revenue that came in ahead of estimates. The custom-engineered solutions manufacturer posted an adjusted loss of $0.19 per share, which was in line with analysts' expectations. Although total revenue of $246.9 million beat expectations, it still marked a 15.6% drop from the same period in the previous year. While the company reconfirmed its full-year revenue guidance, the market's reaction suggested investors were more focused on the significant drop in current sales and the reported loss.

Shares of specialty insurance provider Skyward Specialty Insurance (NASDAQ:SKWD) jumped 4.7% in the afternoon session after the company received the necessary regulatory approvals for its acquisition of Apollo Group Holdings Limited and announced strong financial guidance for 2026. The transaction was expected to close early in the first quarter of 2026. Looking ahead, Skyward Specialty projected its gross written premiums for the 2026 fiscal year to be between $2.65 billion and $2.8 billion. The company also forecast net income to range from $207 million to $216 million. In response to these developments, a Citizens JMP analyst maintained a Buy rating on the stock and increased the price target to $80 from $75 per share, signaling confidence in the company's direction.

Shares of packaged foods company Hormel (NYSE:HRL) jumped 3.2% in the afternoon session after the company provided an optimistic financial outlook for its 2026 fiscal year, which overshadowed mixed third-quarter results. Although Hormel's revenue of $3.19 billion slightly missed analyst estimates, its adjusted earnings of $0.32 per share surpassed Wall Street's expectations. Investors appeared to focus more on the future, as Hormel projected its adjusted earnings for the 2026 fiscal year to be between $1.43 and $1.51 per share, on revenues of $12.2 billion to $12.5 billion. This forecast came in ahead of what analysts had anticipated. The positive guidance was a key factor in the stock's rise, even as the company noted that profitability in the recent quarter was challenged by high input costs.

Shares of personal wellness company WeightWatchers (NASDAQ:WW) fell 3.4% in the afternoon session after investors reacted to weak analyst sentiment and a recent earnings report that showed a significant miss on profits. The company reported a loss per share of $0.44, which was wider than the consensus estimate of a $0.14 loss. This indicated that the company's financial performance was worse than experts had predicted. Although the company's revenue of $172.09 million slightly beat expectations, the larger-than-expected loss seemed to be the primary concern driving the stock down. The overall analyst view was cautious, with an average rating of "Reduce" based on two "Hold" ratings and one "Sell" rating.

Shares of defense, intelligence, and IT solutions provider CACI International (NYSE:CACI) jumped 3.6% in the afternoon session after the company secured a five-year task order valued at up to $145 million to provide engineering support services to the U.S. Navy's Portsmouth Naval Shipyard. The work was intended to help maintain fleet readiness, particularly for undersea platforms requiring rapid deployment. This support covered multiple submarine and submersible engineering areas focused on modernization, maintenance, and repair activities. This news followed another announcement that CACI received a three-year task order worth up to $79 million to support the US Army's efforts in countering electronic warfare threats. Together, the contracts highlighted the company's continued success in securing significant government work.

Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) jumped 15.9% in the afternoon session after UBS significantly increased its price target on the energy storage company's stock to $22 from $8. This move came even as the bank kept its "Neutral" rating. According to UBS, the large target increase reflected Fluence's high growth rate compared to its peers and better visibility into improving gross margins, which are a measure of profitability. The positive analyst action followed a similar update from the previous day, when Citigroup also maintained a "Neutral" rating but boosted its price target on the stock to $20 from $7.50.

Shares of railcar products and services provider Trinity (NYSE:TRN) jumped 2.1% in the afternoon session after the company announced it was increasing its quarterly dividend. Trinity Industries declared it would raise its quarterly dividend to 31 cents per share, up from the previous 30 cents. This move marked the company's seventh consecutive year of dividend growth. The distribution also represented its 247th consecutively paid dividend to stockholders. Such a long history of consistent dividend payments and increases often signals to investors that a company is financially healthy and confident in its future, underscoring its commitment to returning value to shareholders.

Shares of government IT services provider Science Applications International Corporation (NASDAQ:SAIC) jumped 16.6% in the afternoon session after the company reported third-quarter results that beat profit estimates and raised its full-year guidance. While revenue for the quarter was in line with Wall Street's expectations at $1.87 billion, it marked a 5.6% decrease year-over-year. However, investors focused on the company's strong profitability. SAIC posted adjusted earnings of $2.58 per share, significantly surpassing analyst estimates by over 20%. Adjusted EBITDA, a measure of core profitability, also came in 5% ahead of consensus at $185 million. Building on this strong performance, SAIC lifted its adjusted earnings per share forecast for the full year to a midpoint of $9.90.

Cybersecurity AI platform provider SentinelOne (NYSE:S) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 22.9% year on year to $258.9 million. On the other hand, next quarter’s revenue guidance of $271 million was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.07 per share was 31.5% above analysts’ consensus estimates.