Weekly Winners | Palantir Jumps 10%; Netflix and Oracle Surge 14%; Moderna Soars 22%

Tiger Newspress
01-26

This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.

Below are top 10 S&P 500 stock gainers for the week ended Jan. 24:

Moderna Stock Jumps as Biotech Gets $590M From US To Develop Bird-Flu Vaccine

Moderna shares jumped 21.58% this week as the biotech firm announced that the U.S. government has awarded it more than a half a billion dollars to develop a vaccine that can be used against bird flu.

The company said the $590 million grant from the U.S. Department of Health and Human Services was aimed at accelerating development of "mRNA-based pandemic influenza vaccines," including mRNA-1018.

Meanwhile, During a meeting at the White House, President Donald Trump announced a $500 million investment in AI infrastructure. The same meeting saw Ellison tout the impact AI has had on health care. He specifically called out cancer detection, treatment and cancer vaccines.

Oracle Surges as Trump Unveils $500 Bln AI Plan

Oracle shares jumped 14.02% this week as U.S. President Donald Trump said the company would make a large investment in artificial intelligence infrastructure, alongside OpenAI and SoftBank.

The joint venture, called Stargate, plans to invest $500 billion to help the United States stay ahead of China and other rivals in the global AI race, Trump said at the White House on Tuesday.

The venture plans to deploy $100 billion immediately, with the remaining investment over the next four years. Construction of the project's first data centers has already started in Texas.

Netflix Shares Soar as Company Reports Surging Revenue, Tops 300 Million Subscribers

Netflix shares soared 13.92% this week as the company posted fourth-quarter results that beat on the top and bottom lines.

The company surpassed 300 million paid memberships during the quarter, adding a record 19 million subscribers. Netflix said the growth was driven by its content slate, improved product and typical fourth-quarter seasonality.

The company also shared that including “extra member accounts,” its global audience is estimated to be exceeding 700 million.

Vistra Stock Jump as Officials Lift Evacuation Order After Fire at Battery Facility

Vistra Energy stock jumped 11.85% this week as authorities lifted evacuation orders issued because of a fire at a company power plant last week.

The fire took place at a lithium-ion battery facility at a Vistra power plant in Moss Landing, Calif.

Separately, Evercore ISI analysts Durgesh Chopra and Nicholas Amicucci resumed coverage of Vistra with an Outperform rating and price target of $202.

Amphenol Rises After Q4 Results, Outlook Beat Estimates

Shares of Amphenol rose 11.19% this week as fourth quarter results and outlook surpassed estimates.

For the first quarter of 2025, the maker of fiber optic connectors and specialty cables expects revenue to be between $4.00B to $4.10B (midpoint at $4.05B), compared to consensus of $3.93B.

The company expects adjusted EPS to be in the range of $0.49 to $0.51 (midpoint at $0.50), versus consensus of $0.48. Amphenol noted that the guidance does not include the impact of acquisitions that have not yet closed.

Seagate Rises After “Strong“ Q2 Keeps Wall Street Bullish; Benchmark Upgrades

Seagate Technology stock jumped 10.77% this week as fiscal second quarter results beat estimates, which drew positive reactions from analysts.

Benchmark Equity upgraded Seagate's rating to Buy from Hold with a $120 target price.

Morgan Stanley reiterated its Overweight rating and raised the price target on the stock to $134 from $129.

Mizuho Securities reaffirmed its Outperform and raised the price target to $115 from $107.

Abbott Shares Climb Despite a Mixed Quarter

Club holding Abbott Laboratories reported mixed fourth-quarter results and 2025 guidance. Still, shares of the medical device maker are up 10.18% this week, in a sign that investors had low expectations into the release.

For the first quarter, the device and diagnostics maker projected adjusted per-share earnings between $1.05 and $1.09, below the $1.11 a share expected by analysts. Chief Executive Officer Robert Ford sought to reassure investors, telling them on a call that the forecast “is very much aligned to what it was in 2024, it’s very much aligned to what it was pre-Covid.”

Palantir Stock Surges After Major Analyst Upgrade

Palantir shares jumped 10.05% this week.

Wedbush Securities raised its price target for Palantir to $90 per share in a note Thursday, representing a new Street high. The firm maintained an Outperform rating on the stock.

Wedbush believes Palantir has the potential to become a dominant force in the AI market, akin to industry giants like Oracle and Salesforce. 

Constellation Energy Jumps on Anticipation of AI's Growing Energy Needs

The nuclear power firm Constellation Energy Corp shares rose 9.82% this week as President Donald Trump's announcement of a $500 billion joint venture with Oracle, OpenAI, and SoftBank to build AI infrastructure reinforced expectations of growing energy demand to support AI.

Guggenheim Securities taps the stock as its "best idea" in the utilities sector, shuffling its ratings in the industry, saying the group is "oversold" and "undervalued" and should outperform the broader market in 2025.

"If you have to own one name in '25, it’s CEG," analysts led by Shahriar Pourreza say, with the recent Calpine acquisition "the key driver for us."

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