Market Pulse

Mar 19, 4:00 PM EDT

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FICOFAIR ISAAC CORPApplication Software
$1,114.29
-7.67%
Vol 9K

FICO fell 0.81% in pre-market to $1,630.00 on March 19 after closing at $1,666.27 on March 18. Company launched $1B senior notes offering on March 11. UBS lowered price target to $1,350 from $1,500, but Jefferies maintained Buy rating viewing market misinterpretation of news. Stock faces headwinds from challenging credit environment with rising credit card balances, yet analyst average target of $1,500+ maintains bullish outlook.

Event
NEMNEWMONT CORPGold
$98.94
-7.13%
Vol 275K

Newmont declined sharply with pre-market down 4.13% to $106.45 and after-hours down 3.18% to $103.15 amid Lunar New Year market closures across Asia and investor caution before Federal Reserve meeting minutes release. Despite 4.05% recent decline and 9.21% monthly underperformance, 10 analysts maintain Strong Buy rating with $113.5 price target. Near-term macro uncertainty overshadows long-term gold market fundamentals.

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STXSEAGATE TECHNOLOGY HOLDINGSTechnology Hardware, Storage & Peripherals
$434.60
+6.71%
Vol 56K

Seagate Technology forecasted third-quarter revenue and profit above Wall Street expectations, driving premarket surge. Pre-market stock decreased 0.56% to $401.00 and after-hours fell 0.10% to $421.53, reflecting strong fundamentals. The company has appreciated 345% over the past year driven by AI workload and video content storage demand with 18 analysts recommending buys.

Event
BKRBAKER HUGHES COOil & Gas Equipment & Services
$60.72
+6.04%
Vol 174K

Baker Hughes (BKR) traded at $59.92 in pre-market with recent 60-month service contract win from Petrobras announced 11 hours prior. Q4 highlights showed $7.9 billion orders including $4.0 billion IET orders, with record RPO of $35.9 billion including record IET RPO of $32.4 billion. Analyst consensus Buy with 17 Buy vs 1 Sell and $61.38 target supports continued upside from energy services momentum.

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MOSMOSAIC CO/THEFertilizers & Agricultural Chemicals
$26.21
-5.74%
Vol 403K

Mosaic declined slightly in pre-market to $28.77 (-0.21%) and after-hours to $28.75 (-0.28%), though longer-term catalysts include a rare earths joint venture targeting 2030 production in Brazil and rising fertilizer prices from Middle East geopolitical tensions. CIBC raised price target to $32 from $29, reflecting positive momentum. Analysts assign Buy rating with 12-month target of $33.60 (27.85% upside).

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IPINTERNATIONAL PAPER COPaper & Plastic Packaging Products & Materials
$34.03
-5.60%
Vol 522K

International Paper closed at $41.80 yesterday with 2.82% pre-market decline to $40.32 after Q4 results. The company announced plans to separate EMEA Packaging business into independent public company (12-15 month timeline) and projects 2026 net sales of $24.1-24.9B. Shares surged 5.6% on March 13 on M&A rumors and strategic clarity.

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SLBSLB LTDOil & Gas Equipment & Services
$47.83
+5.53%
Vol 471K

Schlumberger's OneSubsea joint venture was awarded a construction contract, and Citi initiated coverage with a Buy rating, supporting the oilfield services provider's near-term momentum. The stock declined 0.60% in after-hours to $45.59, suggesting profit-taking despite positive catalysts, while 25 analysts recommend buy versus 1 sell with average 12-month PT of $55.40. Strong analyst support (consensus Buy) and 7.4% organic growth backdrop position SLB for strength as crude remains elevated from Middle East geopolitical tensions.

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CIENCIENA CORPCommunications Equipment
$412.57
+5.45%
Vol 139K

Ciena surged 73% over three months driven by strong AI demand in networking infrastructure, with the stock reaching 25-year highs as analysts maintain bullish outlooks. Argus raised the price target to $370 from $280 while TD Cowen initiated coverage with a Buy rating, citing continued strength in optical networking. The stock experienced a modest 2.03% decline in after-hours trading, reflecting profit-taking after the significant recent rally.

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DELLDELL TECHNOLOGIES CTechnology Hardware, Storage & Peripherals
$156.85
+4.71%
Vol 107K

Dell Technologies forecast that its AI server business revenue will double in fiscal 2027, with its server and storage business already up 40%. Pre-market stock fell 1.19% to around $152 from approximately $153.86 previous close. The company is strategically pivoting toward AI-driven solutions while reducing workforce, driving 30% monthly stock appreciation.

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ACNACCENTURE PLC CL AIT Consulting & Other Services
$203.43
+4.63%
Vol 198K

Accenture is reporting Q2 2026 results before market open today amid AI expectations adjustments from multiple analyst downgrades and strategy shifts. Pre-market shows $198.00 down 0.33% and after-hours $196.30 down 0.59% reflecting market caution ahead of earnings announcement. The company is investing heavily in AI-driven service delivery and client engagement, with leadership initiatives aimed at sustainable growth.

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ESEVERSOURCE ENERGYElectric Utilities
$69.62
-4.55%
Vol 211K

ES rose $1.15 in after-hours trading on March 18 after reporting Q4 2025 EPS of $1.12 (beat $1.11 estimate by 0.90%). Company approved Aquarion sale and issued $1.5B subordinated notes, enhancing financial flexibility. TD Cowen raised price target to $77 from $74. Strong earnings beat and $1.5B in recent capital raises support positive momentum ahead of May 6 earnings report.

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SWSMURFIT WESTROCK PLCPaper & Plastic Packaging Products & Materials
$36.94
-4.44%
Vol 148K

Smurfit Westrock closed around $39.75 yesterday, down 21% over the past month after significant insider selling by CEO Anthony Smurfit in February. Analysts project fair value at $52.82, suggesting upside potential if paper prices stabilize. Europe price increases noted positively on March 6, providing some offset to demand concerns.

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