These Stocks Are Moving the Most Today: Nvidia, Alphabet, Lowe’s, Semrush, MP Materials, Constellation Energy, and More
Nov 19, 2025 05:39:00 -0500 by Joe Woelfel | #MarketsTraders working at the New York Stock Exchange. (NYSE)
Key Points
- Nvidia rises ahead of its earnings report.
- Lowe’s shares gain after the home-improvement retailer exceeds third-quarter earnings and revenue expectations.
- Plug Power slumps following its announcement of plans to offer $375 million in senior convertible notes.
Stocks pared earlier gains and turned mostly lower Wednesday as investors awaited third-quarter earnings from chip maker Nvidia.
These stocks were making moves:
Nvidia rose 2.9% ahead of its earnings report scheduled for after the closing bell. Wall Street expects the world’s most valuable company to report adjusted earnings of $1.26 a share on revenue of $54.9 billion, up 57% from a year ago. For the current-quarter outlook, analysts expect revenue of $62.17 billion, with earnings of $1.44 a share.
The earnings will be crucial for the broader market: If Nvidia signals continued demand for its artificial-intelligence chips, fears about bloated valuations could ease. Investors also be looking for more clarity on Nvidia’s relationships with AI start-ups OpenAI and Anthropic, amid worries that the AI trade may be becoming one big circular money machine. Nvidia and Microsoft committed on Tuesday to invest up to $10 billion and $5 billion, respectively, in Anthropic as part of a new strategic partnership. Shares of both companies fell after the announcement.
Shares of Semrush Holdings soared 74% to $11.76 after Adobe reached an agreement to acquire the digital marketing company for $12 a share, or a total equity value of $1.9 billion. The deal is expected to close in the first half of 2026, the companies said. Adobe stock fell 2%.
Alphabet’s Class A shares climbed 3% to $292.81 and were on pace for a record closing high. The tech giant’s Gemini 3 AI model debuted Tuesday to generally positive reception. Google and Alphabet CEO Sundar Pichai called it the “most intelligent model” yet.
Lowe’s gained 4% after the home-improvement retailer reported better-than-expected earnings and revenue for the third quarter. The beat helped reassure investors after rival Home Depot cut its guidance on Tuesday. Home Depot shares fell 0.6% on Wednesday after tumbling 6% on Tuesday, their worst day since February 2023.
Target shares fell 2.8% after the retailer reported better-than-expected third-quarter earnings but lowered its profit guidance for the fiscal year. Shares are down 36% this year, and the guidance cut underlines the tough task awaiting incoming CEO Michael Fiddelke.
Constellation Energy rose 5.3%. The Energy Department said it would loan Constellation $1 billion to restart the nuclear plant at Three Mile Island in Pennsylvania. Constellation accounts for about a quarter of America’s nuclear generation, and it has deals with both Microsoft and Meta Platforms to supply power for their AI data centers.
Dycom Industries jumped 9.8%. The telecom and utility infrastructure builder posted fiscal third-quarter earnings and sales that topped analysts’ forecasts. Along with earnings, Dycom announced the acquisition of Power Solutions.
Plug Power slumped 11.2% after the hydrogen technology provider announced plans to offer $375 million worth of senior convertible notes. The offering would dilute existing shareholders’ stake in the company.
MP Materials climbed 8.6% to $63.55. Goldman Sachs initiated coverage on shares of the rare-earth producer with a Buy rating and $77 price target on Wednesday. The firm also launched coverage of fellow rare-earth stock Ramaco Resources with a Sell rating and $16 price target. Shares tumbled 13% to $17.35.
DoorDash fell 4.6% to $202.30 after Jefferies upgraded the food delivery company to Buy from Hold and raised its price target to $260 from $220. The new price target implies the stock can rise about 23% from the level it traded at as of Tuesday’s close, when it ended the session at $212.08.
Agios Pharmaceuticals cratered 50.9%. The biotech said a Phase 3 trial for mitapivat, a drug to treat sickle cell disease, had failed to meet several endpoints. The stock has fallen 32% this year.
La-Z-Boy soared 20%. The furniture maker topped analysts’ earnings and revenue targets in the fiscal second quarter.
Write to Joe Woelfel at joseph.woelfel@barrons.com and George Glover at george.glover@dowjones.com