Shares of global airline Delta Air Lines (NYSE:DAL) fell 6.4% in the afternoon session after a surge in crude oil prices sparked concerns about rising jet fuel costs, which could cut into the airline's profits.
Shares of non-lethal weapons company Byrna (NASDAQ:BYRN)
fell 5.5% in the afternoon session after the company's stock fell amid a broader market downturn triggered by hotter-than-expected inflation data.
Shares of financial services provider CBIZ (NYSE:CBZ) fell 9.7% in the afternoon session after the company reported weak underlying organic growth and provided a modest financial outlook for 2026.
Shares of ultra low-cost airline Frontier Group Holdings (NASDAQ:ULCC) fell 7.5% in the afternoon session after a surge in jet fuel prices weighed on the airline sector, pressuring profit margins.
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 21.4% in the afternoon session after the company announced impressive fourth-quarter 2025 results that surpassed Wall Street's expectations and provided a robust revenue forecast for the upcoming quarter.
Shares of digital advertising technology company PubMatic (NASDAQ:PUBM) jumped 13.4% in the afternoon session after the company reported fourth-quarter results that sailed past Wall Street's expectations and provided an optimistic forecast for the upcoming quarter.
Shares of financial technology company Enova International (NYSE:ENVA) fell 6.2% in the afternoon session after a hotter-than-expected inflation report sparked a broad market sell-off that particularly impacted financial stocks.
Shares of department store chain Kohl’s (NYSE:KSS)
fell 6.1% in the afternoon session after a higher-than-expected inflation report rattled the broader market, compounding concerns over the retailer's weakening sales. U.S. equities traded lower after the Producer Price Index (PPI) for January rose more than anticipated, sparking concerns that sticky inflation could limit the Federal Reserve's room for near-term easing. This news prompted a 'risk-off' sentiment among investors, leading to a broader market decline.
The high-octane artificial intelligence rally that defined the previous two years hit a significant roadblock in February 2026, as investors abruptly pivoted away from expensive growth stocks toward the stability of "old economy" sectors. While the tech-heavy Nasdaq reeled from a valuation reset, the Utilities Select Sector SPDR Fund (NYSE:
Shares of dental products company Dentsply Sirona (NASDAQ:XRAY)
jumped 13.4% in the afternoon session after the company reported mixed fourth-quarter results, with investors seemingly focusing on a revenue beat while overlooking a weak outlook for the upcoming year.
As of February 27, 2026, the financial world stands at a historic crossroads. For over half a century, the final Saturday of February has been a secular holiday for value investors: the release of the Berkshire Hathaway (NYSE: BRK.B) annual report and Warren Buffett’s legendary shareholder letter. This year, however, the atmosphere is markedly different. [...]
Though some things are bound to be different with Buffett no longer in charge, the founding investment principles of Berkshire Hathaway will remain the same under Abel.
Shares of financial guidance platform NerdWallet (NASDAQ:NRDS) jumped 7.2% in the afternoon session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations.
Shares of aerospace and defense company Ducommun (NYSE:DCO)
fell 4.4% in the afternoon session after the company reported fourth-quarter financial results that showed a miss on revenue expectations, despite beating profit estimates.
Shares of business management solutions provider Barrett Business Services (NASDAQ:BBSI) fell 18% in the afternoon session after the company reported fourth-quarter financial results where key metrics fell short of Wall Street's expectations.
Shares of egg and butter company Vital Farms (NASDAQ:VITL)
fell 18.9% in the afternoon session after the company's weak forecast for the upcoming year overshadowed its fourth-quarter results.
Shares of enterprise AI software company C3.ai (NYSE:AI) fell 21.1% in the afternoon session after it reported disappointing fourth-quarter 2025 results that missed analyst expectations and issued a weak forecast for the upcoming quarter.
Shares of energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) fell 35% in the morning session after the company reported disappointing fourth-quarter 2025 financial results that fell short of Wall Street's expectations.
Shares of debt recovery company Encore Capital Group (NASDAQ:ECPG) jumped 7.3% in the morning session after it posted fourth-quarter 2025 results that easily surpassed Wall Street's expectations.
Shares of infrastructure engineering software company Bentley Systems (NASDAQ:BSY) jumped 12.8% in the morning session after the company reported better-than-expected fourth-quarter 2025 results and provided a robust financial outlook for 2026. The company announced its fourth-quarter revenue grew 11.9% year-over-year to $391.6 million, exceeding market expectations, while its non-GAAP profit of $0.27 per share was in line with analysts' consensus estimates. Looking ahead, Bentley Systems initiated its full-year 2026 revenue guidance in the range of $1.685 billion to $1.715 billion. The midpoint of this forecast was notably above what analysts had projected. The company also reported a substantial increase in its free cash flow margin, which was 13 percentage points higher than the same period last year.
Shares of vaccine biotechnology company Novavax (NASDAQ:NVAX) jumped 24.4% in the morning session after the company reported fourth-quarter financial results that significantly beat analyst expectations. Novavax announced revenue of $147.1 million, up approximately 67% from the prior year's quarter and well ahead of forecasts. The company also posted a surprise profit with earnings per share (EPS) of $0.11. This was a significant beat, as analysts had expected a loss of $0.49 per share, and it marked a notable turnaround from a loss of $0.51 per share in the same period of the previous year. The strong top-line growth and unexpected profitability drove investor optimism.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA)
fell 4.3% in the morning session after it reversed initial post-earnings gains as investors digested its stellar fourth-quarter report.
Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 3.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
