A rather disappointing jobs report is challenging Wall Street's optimism over looming rate cuts, as labor market weakness stirs fresh concerns about the economy.
Shares of golf entertainment and gear company Topgolf Callaway (NYSE:MODG)
jumped 0.8% in the morning session after the company detailed its strategic recalibration plans at a Goldman Sachs conference, boosting investor confidence in its long-term value.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 2.5% in the morning session after the company announced it had entered into a sixth amendment to its receivables financing agreement.
Shares of outdoor specialty retailer Sportsman's Warehouse (NASDAQ:SPWH) jumped 8.7% in the morning session after the company posted second-quarter results that surpassed analysts' expectations for revenue and profitability.
Shares of manufacturing company Stanley Black & Decker (NYSE:SWK)
jumped 2.7% in the morning session after investors reacted positively to the ongoing success of the company's global cost-reduction program. The multi-year initiative, launched in mid-2022, is designed to enhance profitability by resizing the organization, lowering inventory, and optimizing the supply chain. To date, the program has successfully delivered approximately $1.8 billion in pre-tax run-rate savings and has cut inventory levels by over $2 billion. In the second quarter of 2025 alone, Stanley Black & Decker realized about $150 million in savings. The company is on track to achieve its target of $2 billion in pre-tax run-rate savings by the end of 2025, which is expected to support its long-term goal of an adjusted gross margin above 35%.
Shares of customer platform provider HubSpot (NYSE:HUBS) jumped 4.8% in the morning session after the stock extended its positive momentum as the company highlighted its new AI-driven marketing strategy at its recent investor event, drawing positive reactions from analysts.
Shares of search AI platform provider Elastic (NYSE:ESTC) jumped 2.1% in the morning session after the company highlighted strong growth in its search business, driven by artificial intelligence, during a presentation at Citi's 2025 Global Technology, Media and Telecommunications Conference.
Shares of scientific instruments company Waters Corporation (NYSE:WAT)
jumped 1.9% in the morning session after the company provided an optimistic business update at the Wells Fargo 20th Annual Healthcare Conference.
Shares of theme park operator United Parks & Resorts (NYSE:PRKS)
jumped 0.1% in the morning session after the company announced that its stockholders approved a $500 million share repurchase authorization.
Shares of electric vehicle manufacturer Rivian (NASDAQ:RIVN) jumped 3.6% in the morning session after the company announced it was cutting less than 1.5% of its workforce as part of a strategic plan to streamline operations ahead of its R2 SUV launch. The job cuts are part of the company's efforts to enhance efficiency and lower costs as it prepares for the highly anticipated launch of its more affordable R2 model in 2026.
Shares of radiation safety company Mirion (NYSE:MIR) jumped 5.3% in the morning session after the company announced it is set to join the S&P SmallCap 600 index.
Shares of luxury furniture retailer RH (NYSE:RH) jumped 5.3% in the morning session after the stock extended its positive momentum as analysts at Citigroup raised their price target on the stock.
Shares of IT services provider DXC Technology (NYSE:DXC) jumped 1.4% in the morning session after the company announced new collaborations with startups Acumino, CAMB.AI, and GreenMatterAI to develop artificial intelligence (AI) solutions for the automotive and manufacturing industries.
Shares of building products company Quanex (NYSE:NX)
fell 13.4% in the morning session after the company reported second-quarter results that included a significant miss on profit and a full-year revenue forecast that fell short of Wall Street's expectations.
Shares of athletic apparel retailer Lululemon (NASDAQ:LULU)
fell 18.4% in the morning session after the company cut its full-year revenue and profit guidance, signaling a weaker outlook ahead.
Shares of industrial supplier Fastenal (NASDAQ:FAST) fell 4.6% in the morning session after the company released its sales information for August 2025.
Shares of clothing and footwear retailer Zumiez (NASDAQ:ZUMZ)
jumped 13.7% in the morning session after the company reported better-than-expected second-quarter results and issued a strong forecast for the third quarter.
Shares of electronic signature company DocuSign (NASDAQ:DOCU) jumped 6.4% in the morning session after the company reported better-than-expected second-quarter earnings and raised its full-year revenue guidance.
Shares of concrete and waste management company Concrete Pumping (NASDAQ:BBCP) jumped 10.1% in the morning session after the company reported mixed second-quarter 2025 results but provided strong full-year guidance. For the quarter, the company posted revenue of $103.7 million, beating the consensus estimate of $100.3 million, even though sales declined by 5.4% year-over-year. Its GAAP earnings per share of $0.07 was in line with Wall Street's expectations. Despite the mixed current results, investors appeared to focus on the company's positive outlook. Management reconfirmed its full-year revenue guidance of $385 million at the midpoint, slightly ahead of analyst forecasts. More notably, its full-year adjusted EBITDA guidance of $97.5 million also topped consensus estimates, signaling confidence in future profitability.
Shares of american firearms manufacturer Smith & Wesson (NASDAQ:SWBI)
jumped 7.7% in the morning session after the company reported better-than-expected second-quarter 2025 results that surpassed analyst expectations for both revenue and earnings. The firearms manufacturer posted revenue of $85.08 million, a 3.7% year-on-year decline but ahead of the consensus forecast of $79.23 million.
Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 1.8% in the morning session after Rosenblatt Securities initiated coverage of the stock with a "Buy" rating and a $140 price target.
Shares of footwear and accessories discount retailer Designer Brands (NYSE:DBI)
jumped 2.8% in the morning session as the stock extended its positive momentum after an analyst from UBS raised the company's price target.
Shares of analog chipmaker Microchip Technology (NASDAQ:MCHP)
jumped 2.5% in the morning session after a sector-wide rally driven by strong earnings from peer chip designer Broadcom (AVGO).
Shares of ioT solutions provider Samsara (NYSE:IOT) jumped 18% in the morning session after the company reported strong second-quarter financial results that surpassed analyst expectations and raised its full-year outlook.
Shares of scientific instrument company Bruker (NASDAQ:BRKR).
jumped 2.2% in the morning session after it partially recovered from a steep drop the previous day as the company priced its $600 million mandatory convertible preferred stock offering. The stock had fallen 12% on Thursday following the initial announcement. Bruker plans to use the proceeds from the offering to repay several outstanding loans, a move intended to strengthen its balance sheet and improve strategic flexibility. While convertible stock offerings can sometimes concern investors due to potential dilution, the rebound suggests a more positive reassessment of the company's long-term financial health. An analyst from TD Cowen had previously noted that the offering seemed necessary to reduce the company's leverage. The offering is expected to close on or about September 8, 2025.
Shares of electricity storage and software provider Fluence (NASDAQ:FLNC)
jumped 6.5% in the morning session after the stock extended its positive momentum as analysts at UBS raised their price target and the company announced a key operational milestone in Australia.
Shares of luxury electric car manufacturer Lucid (NASDAQ:LCID) jumped 9.6% in the morning session after the company announced it has officially closed a $300 million strategic investment from Uber Technologies.
Shares of facility services provider ABM Industries (NYSE:ABM) fell 4.6% in the morning session after the company reported second-quarter results that missed Wall Street's earnings expectations, and its full-year forecast fell short of analyst estimates.
Shares of automation software company UiPath (NYSE:PATH) jumped 5% in the morning session after the company reported strong second-quarter 2025 results that exceeded analyst expectations. The automation software provider's revenue grew 14.4% year-over-year to $361.7 million, surpassing Wall Street's projections. Its Annual Recurring Revenue (ARR), a key metric for subscription businesses, increased 11.1% to $1.72 billion. The most significant highlight was the adjusted earnings per share of $0.15, which was 79.8% higher than the forecasted $0.08. Additionally, the company raised its revenue guidance for the full year, signaling confidence in its future performance.
Shares of recreational products manufacturer American Outdoor Brands (NASDAQ:AOUT)
fell 17.9% in the morning session after the company reported disappointing second-quarter financial results that missed Wall Street's expectations for both revenue and earnings.
Shares of HR software provider Asure Software (NASDAQ:ASUR) jumped 1.3% in the morning session after bullish analyst sentiment pointed to significant potential upside for the stock.
Shares of insurance software provider Guidewire Software (NYSE:GWRE) jumped 17.3% in the morning session after the company reported stronger-than-expected second-quarter 2025 financial results that surpassed analyst estimates.
Shares of financial automation platform BILL (NYSE:BILL) jumped 9.3% in the morning session after a report revealed that activist investor Starboard Value has acquired a significant stake of over 8% in the financial automation software company.
Shares of electronic trading platform Tradeweb Markets (NASDAQ:TW) fell 3.5% in the morning session after the company released its August trading volume report, which showed mixed performance across different asset classes.
Shares of satellite radio and media company Sirius XM (NASDAQ:SIRI)
jumped 2% in the morning session after company executives expressed confidence in renewing its contract with star host Howard Stern, dispelling recent rumors about his potential departure.
Shares of digital analytics platform Amplitude (NASDAQ:AMPL) jumped 3% in the morning session after the company outlined its strategic initiatives, including AI integration and financial targets, at Citi's 2025 Global TMT Conference.
Shares of tanking company Scorpio Tankers (NYSE:STNG) jumped 1.8% in the morning session after the company announced a significant five-year time charter-out agreement for one of its product tankers and provided an update on its daily charter rates for the third quarter of 2025.
Shares of medical device company ICU Medical (NASDAQ:ICUI)
jumped 1.5% in the morning session after the company presented at the Wells Fargo 20th Annual Healthcare Conference, highlighting its strategic growth initiatives and robust performance.
Shares of customer engagement platform Braze (NASDAQ:BRZE) jumped 12.4% in the morning session after the company reported upbeat second-quarter results that surpassed Wall Street expectations and issued an optimistic forecast.
Shares of interactive software platform Unity (NYSE:U) jumped 3.7% in the morning session after the stock reached a 52-week high as the company recently reported strong second-quarter results and received positive commentary from Wall Street analysts.
Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 2.5% in the afternoon session after the company unveiled a new proposed compensation plan for CEO Elon Musk that could be worth up to $1 trillion.
Shares of women’s plus-size apparel retailer Torrid Holdings (NYSE:CURV)
fell 22.8% in the morning session after the company reported disappointing second-quarter 2025 results and lowered its full-year financial guidance.
