Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, bedding, lighting, rugs, table essentials, and decorative accessories under the Pottery Barn brand. The company also provides home decor products under the West Elm brand; kids accessories under the Pottery Barn Kids brand; and an organic bedding to multi-purpose furniture under the Pottery Barn Teen brand. In addition, it offers made-to-order lighting, hardware, furniture, and home decors inspired by history under the Rejuvenation brand; and women's and men's accessories, travel, entertaining and bar, home décor, and seasonal items under the Mark and Graham brand, as well as operates a 3-D imaging and augmented reality platform for the home furnishings and décor industry. The company markets its products through e-commerce websites, direct-mail catalogs, and retail stores. Williams-Sonoma, Inc. was founded in 1956 and is headquartered in San Francisco, California.

Компания Williams-Sonoma демонстрирует сильные финансовые показатели, включая высокие значения ROE и ROA, которые значительно превышают медианные значения по отрасли, что свидетельствует о высокой эффективности использования капитала. Однако, мультипликаторы, такие как P/E и P/B, находятся выше медианы, что может указывать на переоцененность акций. Долговая нагрузка компании отсутствует, что является положительным фактором, обеспечивающим устойчивость в условиях неопределенности. Дивидендная доходность также снизилась, что может настораживать инвесторов. Выручка и прибыль показывают рост, что положительно сказывается на оценке. В целом, несмотря на некоторые позитивные аспекты, такие как высокая рентабельность и отсутствие долгов, переоцененность акций и снижение дивидендов могут ограничить потенциал роста цены акций в ближайшие 12 месяцев.

Williams-Sonoma, Inc.

The Home Depot Inc. HD and Williams-Sonoma, Inc. WSM represent two distinct models competing within the broader home furnishings and retail landscape. HD commands a stronger market position through its scale, wide distribution network and dominant share in the home improvement segment, supported by a business model centered on high product availability, broad customer reach and volume-led sales.
WSM, while smaller in market share, holds a differentiated position through its portfolio of premium, design-oriented brands and a business model focused on curated assortments, brand loyalty and higher-value transactions.
This face-off highlights more than relative size; it underscores a contrast in market approach. HD competes through scale, convenience and category breadth, while WSM relies on brand strength, premium positioning, and a more specialized nature of business to defend and grow its place in the market.
The Case for HD
Home Depot’s investment case is anchored in its sheer scale and resilience, with fiscal 2025 sales reaching $164.7 billion, reinforcing its dominant position in the home improvement market and continued market share gains despite muted industry demand. The company’s core categories, building materials, tools and home solutions, give it outsized influence in a fragmented sector. The company’s portfolio spans DIY and Pro customers, with increasing wallet share driven by its integrated ecosystem and expanding Pro-focused capabilities.
HD is doubling down on interconnected retail, with more than 50% of online orders fulfilled through stores and digital sales growing 11%, highlighting strong omnichannel execution. Investments in AI-driven project tools, delivery tracking and Pro ecosystems strengthen its competitive moat. Its brand remains positioned around value, reliability and scale, targeting both mass DIY consumers and high-value professional contractors, a key growth demographic.
However, pressures remain. Earnings declined year over year, margins compressed, and macro headwinds, housing slowdown, low turnover and consumer uncertainty continue to weigh on demand. Tariff dynamics, though partially mitigated, still impact pricing and inventory costs, while aggressive pricing to maintain share may pressure margins. These risks temper near-term performance even as long-term share gains remain intact.
The Case for WSM
Williams-Sonoma’s investment case rests on its premium positioning and consistent market share gains in a fragmented home furnishings industry. Despite a 4.3% revenue decline in fourth-quarter fiscal 2025, the company delivered positive comps of 3.2% and full-year revenue of $7.8 billion, alongside record EPS of $8.84, underscoring resilient demand and strong pricing power.
The company’s multi-brand portfolio, spanning Pottery Barn, West Elm and Williams-Sonoma, allows it to target affluent, design-conscious consumers across life stages.
WSM differentiates through vertical integration, proprietary design and a digital-first omnichannel model where e-commerce contributes more than 65% of sales. AI-led personalization, product discovery and supply chain optimization are enhancing engagement and efficiency. Its brand positioning emphasizes quality, exclusivity and aspiration, while B2B and emerging brands provide incremental growth avenues.
However, risks persist. Tariffs continue to pressure margins, with embedded costs impacting gross margins and expected to weigh heavily in the near term. Sluggish housing demand, promotional intensity in the industry, and macro uncertainty also pose challenges, potentially limiting near-term top-line acceleration despite strong fundamentals.
HD vs. WSM: How Do Estimates Stack Up?
The Zacks Consensus Estimate for Home Depot’s fiscal 2026 sales and EPS implies year-over-year growth of 3.9% and 2.3%, respectively. For fiscal 2027, the consensus estimate indicates a 4.3% rise in sales and 8.8% growth in EPS. The consensus estimate for fiscal 2026 and 2027 EPS has been unchanged in the past 30 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Williams-Sonoma’s fiscal 2026 sales and EPS implies growth of 4.3% and 4%, respectively, from the year-ago period’s actuals. For fiscal 2027, the consensus estimate indicates a 3.9% rise in sales and 10.6% growth in EPS. The consensus estimate for fiscal 2026 and 2027 EPS has moved up 0.4% and 1%, respectively, in the past 30 days.
Image Source: Zacks Investment Research
HD vs. WSM: A Look at Stock Performance
Home Depot shares have plunged 12.1% in the past three months, trailing Williams-Sonoma, which has lost 3.6% in the same period.
Image Source: Zacks Investment Research
HD vs. WSM: Stock Valuation
Home Depot is trading at a forward 12-month price-to-earnings (P/E) ratio of 22.16X, below its one-year median of 23.77X. Meanwhile, Williams-Sonoma’s forward P/E ratio stands at 20.98X, below its median of 20.96X.
Image Source: Zacks Investment Research
HD vs. WSM: Which Is a Better Bet?
Home Depot remains the undisputed leader in its category, with a powerful distribution network, deep Pro ecosystem and long-term ability to capture share in a fragmented market. However, its near-term outlook is weighed down by macro pressures, muted housing activity and limited upward movement in earnings expectations. While its scale-driven model offers stability, it currently lacks the same degree of earnings momentum and investor optimism.
Williams-Sonoma, by contrast, emerges as the stronger play in the current environment. The company is benefiting from relatively better stock performance, improving earnings revisions and clearer growth visibility driven by its premium positioning, digital strength and brand-led strategy. Its ability to drive demand through innovation, personalization and higher-margin categories gives it a sharper edge. In this matchup, WSM stands out as the winner, supported by stronger near-term sentiment and more compelling growth prospects.
Both Home Depot and Williams-Sonoma carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Home Depot vs Williams-Sonoma: Which Stock Is Built for Future Growth?

In trading on Wednesday, shares of Williams Sonoma Inc (Symbol: WSM) crossed below their 200 day moving average of $192.05, changing hands as low as $189.12 per share. Williams Sonoma Inc shares are currently trading off about 0.9% on the day. The chart below shows the one year performance of WSM shares, versus its 200 day moving average:
Looking at the chart above, WSM's low point in its 52 week range is $134.44 per share, with $222 as the 52 week high point — that compares with a last trade of $192.14. The WSM DMA information above was sourced from TechnicalAnalysisChannel.com
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Williams Sonoma Breaks Below 200-Day Moving Average - Notable for WSM

Shares of The Home Depot Inc. HD hit a new 52-week low of $315.31 yesterday before rising a notch higher to close at $318.77. The stock has been volatile in recent months as demand for big-ticket discretionary projects remains pressured by higher interest rates and muted housing turnover. Management noted softer demand in categories tied to large remodels, with customers deferring bigger projects amid macro uncertainty. While smaller repair and maintenance jobs stayed resilient, the pullback in larger projects weighed on comparable sales and traffic.
The company also continues to face pressures from cautious DIY spending and weather-related variability affecting seasonal categories. Additionally, investments in wages, technology and supply-chain capabilities have been impacting margins in the near term, adding to investor concerns and contributing to recent stock weakness and the slide to a 52-week low.
Notably, Home Depot’s stock has lost 14.9% in the past three months compared with the broader industry’s 14.3% decline and the Retail-Wholesale sector’s 8.6% dip. The S&P 500 has also declined 5.9% in the same period.
Home Depot 3-Month Stock Return
Image Source: Zacks Investment Research
HD’s performance is also notably weaker than that of its competitors, Lowe’s Companies Inc. LOW, Ethan Allen Interiors Inc. ETD and Williams-Sonoma, Inc. WSM, which have declined 13.3%, 12.4% and 9.6%, respectively, in the past three months.
Currently trading at $318.77, the stock is down 25.3% from its 52-week high of $426.75. The leading home improvement retailer currently trades below the 50-day and 200-day simple moving averages.
HD Trades Below 50 & 200-Day Moving Averages
Image Source: Zacks Investment Research
What Has Led to HD Stock’s Recent Slump?
Home Depot’s recent stock slump reflects continued pressure from a sluggish home improvement backdrop and cautious consumer spending. Management indicated that higher interest rates and limited housing turnover are dampening the demand for large discretionary projects, particularly in kitchen, bath and major remodel categories. Customers are prioritizing smaller repair and maintenance work, which carries lower ticket sizes and weighs on comparable sales growth. The softer big-ticket environment has been a key factor behind uneven performance and investor concerns.
The company also highlighted ongoing DIY weakness, as inflation and macro uncertainty keep homeowners selective with spending. While Pro demand remained relatively resilient, it has not fully offset softness in larger discretionary purchases. Additionally, weather variability affected seasonal categories, creating further volatility in near-term sales trends.
Margin-related pressures have also contributed to the stock’s decline. Home Depot continues to invest in wages, technology, supply-chain capabilities and customer experience initiatives to support long-term growth. However, these investments, combined with softer sales leverage, have weighed on operating margins in the near term. Management also pointed to a cautious outlook as project deferrals persist, reinforcing investor concerns. Collectively, muted big-ticket demand, DIY softness, weather headwinds and investment-driven margin pressure have led to the recent slump in HD shares.
HD’s Estimate Revision Trend
The Zacks Consensus Estimate for Home Depot’s fiscal 2026 and 2027 EPS inched down 0.2%, each, in the last 30 days. The downward revision in earnings estimates indicates that analysts have been losing faith in the company’s growth potential.
The Zacks Consensus Estimate for HD’s fiscal 2026 sales and EPS suggests year-over-year growth of 3.9% and 2.3%, respectively. For fiscal 2027, the Zacks Consensus Estimate for Home Depot’s sales and EPS implies 4.3% and 8.8% year-over-year growth, respectively.
Image Source: Zacks Investment Research
HD’s Valuation
Home Depot is currently trading at a forward 12-month P/E multiple of 20.88X, exceeding the industry average of 19.19X and the S&P 500’s average of 20.64X.
At 20.88X P/E, Home Depot is trading at a valuation much higher than competitors like Lowe's, Ethan Allen and Williams-Sonoma. The forward 12-month P/E ratios for Lowe's, Ethan Allen and Williams-Sonoma stand at 17.97X, 12.44X and 19.21X, respectively, all below HD’s multiple.
Image Source: Zacks Investment Research
Understanding HD's Growth Prospects
Despite the odds, Home Depot sees growth opportunities, supported by resilient Pro demand, strategic investments and long-term housing fundamentals. Management emphasized that professional customers continue to outperform DIY, driven by repair, maintenance and smaller project activity. The company is investing in salesforce expansion, enhanced delivery capabilities and trade credit offerings to deepen engagement with Pros and capture larger project spend over time. These initiatives are expected to support ticket growth once big-ticket demand recovers.
Home Depot is also focused on strengthening its interconnected retail strategy. Continued investments in supply-chain modernization, distribution facilities and digital tools aim to improve product availability and fulfillment speed. Management noted that these capabilities position the company to gain share when demand normalizes.
Long-term housing tailwinds, including aging homes and limited housing supply, support sustained repair and remodeling demand. Combined with productivity initiatives and disciplined cost management, these efforts are expected to drive steady growth once macroeconomic pressures ease.
How to Play HD Stock?
Recent weakness in Home Depot, including the slide to a 52-week low, dismal price performance, negative estimate revisions and a premium valuation, suggests caution in the near term. Persistent pressure on big-ticket demand, coupled with margin headwinds from ongoing investments, may keep sentiment subdued. These factors could deter short-term investors seeking immediate upside.
However, the company’s long-term fundamentals remain intact, supported by resilient Pro demand, supply-chain investments and favorable housing repair trends. Investors with a longer horizon may consider keeping the stock on their watchlist and monitoring progress on strategic initiatives and demand recovery.
Meanwhile, near-term investors are likely to remain wary of this Zacks Rank #3 (Hold) stock, awaiting clearer signs of demand stabilization, estimate upgrades and improved technical momentum before turning constructive. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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Home Depot Hits 52-Week Low: Time to Buy Now or Stay Cautious?

The Home Depot Inc. HD is taking a significant step toward deepening engagement with professional (Pro) customers by enhancing its Pro digital ecosystem with new AI-powered and project management tools. The initiative is aimed at addressing a key pain point for contractors and builders, managing fragmented workflows across multiple platforms.
At the core of this upgrade is a unified digital workspace designed for members of the Pro Xtra loyalty program. By consolidating project planning, purchasing and team collaboration into a single interface, Home Depot is positioning itself as more than just a supplier; it is becoming an operational partner for Pros. The platform enables users to organize complex jobs with features like personalized pricing, inventory visibility and streamlined delivery preferences.
A standout addition is the AI-driven Material List Builder, which interprets project requirements and generates detailed material lists within seconds. This not only saves time but also allows professionals to prepare bids more efficiently. Complementing this are real-time delivery tracking and advanced order scheduling capabilities, ensuring materials arrive at job sites precisely when needed, even when sourced from multiple locations.
The platform also enhances back-end efficiency with improved purchase history tracking, simplifying reconciliation and record-keeping. Meanwhile, shared access features empower teams with customizable permissions, enabling seamless collaboration while maintaining oversight.
By integrating these capabilities, Home Depot is reducing operational friction and helping Pros focus on scaling their businesses. This digital push underscores the company’s broader strategy to build long-term loyalty by embedding itself deeper into the daily workflows of its Pro customers, ultimately strengthening its competitive edge in the professional segment.
Home Depot’s shares have declined 4.5% in the past three months compared with the industry’s 3.3% dip.
Image Source: Zacks Investment Research
More on HD’s Pro Strategy
The Pro customer remains central to Home Depot’s growth strategy. The company continues to see strong momentum in its Pro customer segment, underscoring the success of its targeted investments and ecosystem approach. It highlighted that Pro customers delivered comparable sales growth and outperformed DIY customers in the fourth quarter of fiscal 2025, signaling resilience amid a challenging housing backdrop. Notably, Pros engaged deeply across core construction categories such as concrete, plumbing and electrical, reflecting steady demand for essential, ongoing projects.
Home Depot is seeing higher engagement from Pros as they leverage its expanding suite of capabilities. Management emphasized that Pros, by leveraging its integrated ecosystem spanning sales support, delivery and project management tools, are spending more and driving stronger loyalty. Digital adoption is accelerating, with B2B online sales outpacing overall online growth, supported by tools, such as project-planning features that generate tens of thousands of projects weekly.
Additionally, enhanced delivery reliability, improved communication and expanded trade credit offerings are strengthening relationships with Pro customers. These efforts are translating into higher sales, increased Pro Xtra membership engagement and deeper wallet share. Overall, the Zacks Rank #3 (Hold) company’s continued focus on Pro-centric capabilities positions it well to capture long-term growth and market share in this high-value segment.
Stocks to Consider
Some better-ranked stocks are Tapestry Inc. TPR, Deckers Outdoor Corporation DECK and Williams-Sonoma Inc. WSM.
Tapestry is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Tapestry’s fiscal 2026 sales and earnings indicates growth of 11.2% and 26.5%, respectively, from the year-ago reported numbers. TPR has a trailing four-quarter earnings surprise of 12.8%, on average.
Deckers Outdoor is a leading designer, producer and brand manager of innovative, niche footwear and accessories developed for outdoor sports and other lifestyle-related activities. It currently carries a Zacks Rank of 1.
The Zacks Consensus Estimate for Deckers Outdoor’s fiscal 2026 sales and earnings indicates growth of 8.9% and 8.5%, respectively, from the year-ago reported numbers. DECK has a trailing four-quarter earnings surprise of 36.9%, on average.
Williams-Sonoma is a multi-channel specialty retailer of premium quality home products. It carries a Zacks Rank #2 (Buy) at present.
The Zacks Consensus Estimate for Williams-Sonoma’s fiscal 2026 sales and earnings indicates growth of 3.2% and 4.6%, respectively, from the previous year’s reported figures. WSM has a trailing four-quarter average earnings surprise of 8.6%.
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Home Depot Builds Pro Loyalty With New AI & Project Management Tools

Macy's Inc.’s (M) shares climbed 4.7% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $1.67 per share, surpassing the Zacks Consensus Estimate of $1.53 per share.
Shares of General Mills Inc. (GIS) tumbled 3% after the company reported third-quarter fiscal 2026 adjusted earnings of $0.64 per share, missing the Zacks Consensus Estimate of $0.74 per share.
Shares of Williams-Sonoma Inc. (WSM) rose 1.1% after posting fourth-quarter fiscal 2026 adjusted earnings of $3.04 per share, outpacing the Zacks Consensus Estimate of $2.89 per share.
Weibo Corp.’s (WB) shares plunged 10.7% after reporting fourth-quarter 2025 adjusted earnings of $0.25 per share, lagging the Zacks Consensus Estimate of $0.31 per share.
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Company News for Mar 19, 2026

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -1.36%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -1.63%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.43%. March E-mini S&P futures (ESH26) fell -1.42%, and March E-mini Nasdaq futures (NQH26) fell -1.45%.
Stocks sold off on Wednesday, with the Dow Jones Industrial Average falling to a 3.75-month low. Stocks retreated on Wednesday after US Feb producer prices rose more than expected, a sign of sticky price pressures. Stocks added to their losses today after WTI crude oil prices (CLJ26) whipsawed higher on signs of escalation of the Iran war after Iran said it will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes on its South Pars gas field and its Asaluyeh oil industry facilities.
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Stocks extended their losses Wednesday afternoon as bond yields soared after Fed Chair Powell said higher energy prices will push up overall inflation and that, if we don't see progress in reducing inflation, we "won't see a rate cut." The 10-year T-note yield rose +5 bp to 4.25%.
US MBA mortgage applications fell -10.9% in the week ended March 13, with the purchase mortgage sub-index up +0.9% and the refinancing mortgage sub-index down -18.5%. The average 30-year fixed rate mortgage rose +11 bp to 6.30% from 6.19% the prior week.
US Feb PPI final demand rose +0,7% m/m and +3.4% y/y, stronger than expectations of +0.3% m/m and +3.0% y/y. Feb PPI ex-food and energy rose +0.5% m/m and +3.9% y/y, stronger than expectations of +0.3% m/m and +3.7% y/y, with the +3.9% y/y gain the largest year-on-year increase in 13 months.
US Jan factory orders rose +0.1% m/m, right on expectations.
As expected, the FOMC voted 11-1 to keep the fed funds target range unchanged at 3.50% to 3.75% and said, "US economic activity has been expanding at a solid pace, and inflation remains somewhat elevated."
The Fed boosted its 2026 US GDP forecast to 2.4% from 2.3% and raised its 2026 US core PCE projection to 2.7% from 2.5%.
The FOMC kept its year-end 2026 federal funds rate projection at 3.375%, implying one quarter point (25 bp) interest rate cut this year.
The war against Iran entered its nineteenth day on Wednesday with no signs of easing as Iran stepped up attacks on its Middle Eastern neighbors in retaliation for the killing of its security chief, Ali Larijani, in an Israeli strike. Iran today launched fresh waves of missiles and drone attacks, targeting the United Arab Emirates, Saudi Arabia, Kuwait, Qatar, and Israel, with Qatar reporting “extensive damage” at the world’s largest natural gas export plant at Ras Laffan Industria City.
Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.
The markets are discounting a 0% chance for a -25 bp FOMC rate cut at the April 28-29 policy meeting.
Overseas stock markets settled mixed on Wednesday. The Euro Stoxx 50 fell from a 1-week high and closed down -0.56%. China's Shanghai Composite recovered from a 6-week low and closed up +0.32%. Japan's Nikkei Stock 225 closed up sharply by +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) on Wednesday closed down by -14.5 ticks. The 10-year T-note yield rose +5.0 bp to 4.249%. T-notes gave up early gains on Wednesday and turned lower after US Feb producer prices rose more than expected, a hawkish factor for Fed policy. Also, higher inflation expectations weighed on T-notes after the 10-year breakeven inflation rate rose to a 6.5-month high of 2.422% on Wednesday.
T-note prices fell to their low on Wednesday afternoon after the FOMC kept interest rates unchanged and raised its 2026 US GDP and inflation forecasts, signaling a hawkish Fed policy. Also, comments from Fed Chair Powell undercut T-notes when he said there will be no Fed rate cuts unless there is progress on inflation.
European government bond yields moved higher on Wednesday. The 10-year German bund yield rose +3.4 bp to 2.940%. The 10-year UK gilt yield rose +4.5 bp to 4.738%.
Swaps are discounting a 3% chance of a -25 bp ECB rate hike at its next policy meeting this Thursday.
US Stock Movers
The Magnificent Seven technology stocks closed lower on Wednesday, weighing on the overall market. Amazon.com (AMZN) closed down more than -2%, and Tesla (TSLA), Nvidia (NVDA), Alphabet (GOOGL), Apple (AAPL), Meta Platforms (META), and Microsoft (MSFT) closed down more than -1%.
Mining stocks sold off on Wednesday as gold prices fell more than -3%, and copper and silver fell more than -4%. Coeur Mining (CDE) closed down more than -8%, and Barrick Mining (B), Southern Copper (SCCO), and Hecla Mining (HL) closed down more than -5%. Also, Newmont Mining (NEM) and Freeport-McMoRan (FCX) closed down more than -4%, and Anglogold Ashanti Ltd (AU) closed down more than -3%.
Cryptocurrency-exposed stocks moved lower on Wednesday as Bitcoin (^BTCUSD) fell more than -4%. Galaxy Digital Holdings (GLXY) closed down more than -8%, and Strategy (MSTR) closed down more than -6% to lead losers in the Nasdaq 100. Also, Coinbase Global (COIN), Riot Platforms (RIOT), and MARA Holdings (MARA) closed down more than -3%.
Building stocks and building suppliers retreated on Wednesday after the 10-year Y-note yield rose +5 bp to 4.25%, undercutting home-buying prospects. Builders Firstsource (BLDR) and Pulte Group (PHM) closed down more than -4%, and DR Horton (DHI), Lennar (LEN), KB Home (KBH), Toll Brothers (TOL), and Home Depot (HD) closed down more than -3%.
Optical fiber companies moved higher on Wednesday after speaking of accelerating demand for their products at the Optical Fiber Communications Conference. Lumentum (LITE) and Applied Optoelectronics (AAOI) closed up more than +7%. Also, Coherent (COHR) closed up more than +4%.
SailPoint (SAIL) closed down more than -15% after forecasting 2027 revenue of $1.26 billion to $1.27 billion, below the consensus of $1.28 billion.
Rocket Lab (RKLB) closed down more than -11% after filing to sell as much as $1 billion worth of shares of common stock.
Otis Worldwide (OTIS) closed down more than -6% after saying it expects EPS to fall between 3% and 5% y/y in Q1 and similar in Q2.
Trade Desk (TTD) closed down more than -6%, adding to Tuesday’s -7% decline, after Adweek said Publicis was telling clients to avoid working with the company after it failed an audit conducted by a third-party consultant evaluating Trade Desk’s fees and spending.
Starbucks (SBUX) closed down more than -5% after RBC Capital Markets downgraded the stock to sector perform from outperform.
General Mills (GIS) closed down -3% after reporting Q3 adjusted EPS of 64 cents, weaker than the consensus of 74 cents.
Swarmer (SWMR) closed up more than +77% on speculation that a shift in US defense spending to more low-cost drones will boost demand for the company’s drone software.
LyondellBasell Industries NV (LYB) closed up more than +5% to lead gainers in the S&P 500 after UBS upgraded the stock to neutral from sell.
Macy’s (M) closed up more than +4% after reporting Q4 net sales of $7.64 billion, above the consensus of $7.51 billion, and forecasting full-year net sales of $21.40 billion to $21.65 billion, better than the consensus of 21.11 billion.
Constellation Energy (CEG) closed up more than +3% to lead gainers in the Nasdaq 100 after BNP Paribas initiated coverage on the stock with a recommendation of outperform and a price target of $407.
Lululemon Athletica (LULU) closed up more than +3% after reporting Q4 net revenue of $3.64 billion, above the consensus of $3.58 billion.
Grail Inc. (GRAL) closed up more than +2% after TD Cowen upgraded the stock to buy from hold with a price target of $65.
Williams-Sonoma (WSM) closed up more than +1% after reporting Q4 adjusted EPS of $3.04, stronger than the consensus of $2.92.
Earnings Reports(3/19/2026)
Accenture PLC (ACN), Darden Restaurants Inc (DRI), FedEx Corp (FDX).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Sharply Lower on Iran War and Hawkish Powell

The S&P 500 Index ($SPX) (SPY) and the Dow Jones Industrial Average ($DOWI) (DIA) both fell to new 2026 closing lows today. The S&P 500 dropped 1.36% while the Dow tumbled 1.63% by the market close. The Nasdaq 100 Index ($IUXX) (QQQ) was down -1.46%.
The Federal Reserve voted 11-1 on Wednesday to maintain the benchmark interest rate at 3.5% to 3.75%. Despite higher-than-expected inflation and global uncertainty, the committee raised its 2026 growth projections and signaled that rate cuts are still likely. The latest "dot plot" suggests one reduction remains on the table for later this year, with another projected for 2027, though the exact timing depends on future economic data.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks are under pressure today after US Feb producer prices rose more than expected, a sign of sticky price pressures. Stocks added to their losses today after WTI crude oil prices (CLJ26) whipsawed higher by more than +2% after initially being down more than -2% on signs of escalation of the Iran war after Iran said it will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes on its South Pars gas field and its Asaluyeh oil industry facilities.
Stock index futures initially moved higher today after crude oil prices fell more than -2% when Iraq said it will resume crude exports through a pipeline that links Kurdistan to Turkey’s Mediterranean port of Ceyhan, bypassing the Strait of Hormuz. Also, the US dropped 5,000-pound bunker-buster bombs on Iranian missile sites near the Strait of Hormuz.
The war against Iran entered its nineteenth day today with no signs of easing as Iran stepped up attacks on its Middle Eastern neighbors in retaliation for the killing of its security chief, Ali Larijani, in an Israeli strike. Iran today launched fresh waves of missiles and drone attacks, targeting the United Arab Emirates, Saudi Arabia, Kuwait, and Israel.
Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.
US MBA mortgage applications fell -10.9% in the week ended March 13, with the purchase mortgage sub-index up +0.9% and the refinancing mortgage sub-index down -18.5%. The average 30-year fixed rate mortgage rose +11 bp to 6.30% from 6.19% the prior week.
US Feb PPI final demand rose +0,7% m/m and +3.4% y/y, stronger than expectations of +0.3% m/m and +3.0% y/y. Feb PPI ex-food and energy rose +0.5% m/m and +3.9% y/y, stronger than expectations of +0.3% m/m and +3.7% y/y, with the +3.9% y/y gain the largest year-on-year increase in 13 months.
US Jan factory orders rose +0.1% m/m, right on expectations.
The 2-day FOMC meeting ends this afternoon, and market expectations are for the Fed to keep the federal funds target range unchanged at 3.50%-3.75%. With the Jan core PCE price index, the Fed’s preferred inflation gauge, at 3.1%, well above the Fed’s 2.0% target, the Fed is expected to signal an extended pause ahead.
The markets are discounting a 0% chance for a -25 bp FOMC rate cut at the Tue/Wed policy meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell from a 1-week high and is down -0.76%. China's Shanghai Composite recovered from a 6-week low and closed up +0.32%. Japan's Nikkei Stock 225 closed up sharply by +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) today are down by -7 ticks. The 10-year T-note yield is up +3.4 bp to 4.234%. T-notes gave up early gains today and turned lower after US Feb producer prices rose more than expected, a hawkish factor for Fed policy. Also, higher inflation expectations are weighing on T-notes as the 10-year breakeven inflation rate rose to a 6.5-month high of 2.420% today.
European government bond yields are moving higher today. The 10-year German bund yield is up +4.4 bp to 2.949%. The 10-year UK gilt yield is up +6.6 bp to 4.759%.
Swaps are discounting a 3% chance of a -25 bp ECB rate hike at its next policy meeting this Thursday.
US Stock Movers
Mining stocks are falling today, with gold prices down more than -2%, copper down more than -3%, and silver down more than -4%. Coeur Mining (CDE) are down more than -6%, and Anglogold Ashanti Ltd (AU) is down more than -5%. Also, Barrick Mining (B), Southern Copper (SCCO), and Hecla Mining (HL) are down more than -4%, and Newmont Mining (NEM) and Freeport-McMoRan (FCX) are down more than -3%.
Cryptocurrency-exposed stocks are falling today, with Bitcoin (^BTCUSD) down more than -4%. Strategy (MSTR) is down more than -5% to lead losers in the Nasdaq 100. Also, Coinbase Global (COIN), Galaxy Digital Holdings (GLXY), and Riot Platforms (RIOT) are down more than -3%. In addition, MARA Holdings (MARA) is down more than -1%.
Building stocks and building supplies are moving lower today, with the 10-year Y-note yield up +3 bp to 4.23%, undercutting home-buying prospects. Builders Firstsource (BLDR) is down more than -3%, and DR Horton (DHI), Lennar (LEN), Pulte Group (PHM), KB Home (KBH), Toll Brothers (TOL), and Home Depot (HD) are down more than -1%.
Optical fiber companies are moving higher today after speaking of accelerating demand for their products at the Optical Fiber Communications Conference. Lumentum (LITE) and Applied Optoelectronics (AAOI) are up more than +10%. Also, Coherent (COHR) is up more than +6%, and Corning (GLW) is up more than +3%.
SailPoint (SAIL) is down more than -12% after forecasting 2027 revenue of $1.26 billion to $1.27 billion, below the consensus of $1.28 billion.
Rocket Lab (RKLB) is down more than -7% after filing to sell as much as $1 billion worth of shares of common stock.
Trade Desk (TTD) is down more than -5% to lead losers in the S&P 500, adding to Wednesday’s -7% decline, after Adweek said Publicis was telling clients to avoid working with the company after it failed an audit conducted by a third-party consultant evaluating Trade Desk’s fees and spending.
General Mills (GIS) is down more than -1% after reporting Q3 adjusted EPS of 64 cents, weaker than the consensus of 74 cents.
Swarmer (SWMR) is up more than +77% on speculation that a shift in US defense spending to more low-cost drones will boost demand for the company’s drone software.
Williams-Sonoma (WSM) is up more than +4% to lead gainers in the S&P 500 after reporting Q4 adjusted EPS of $3.04, stronger than the consensus of $2.92.
Grail Inc. (GRAL) is up more than +5% after TD Cowen upgraded the stock to buy from hold with a price target of $65.
Constellation Energy (CEG) is up more than +4% to lead gainers in the Nasdaq 100 after BNP Paribas initiated coverage on the stock with a recommendation of outperform and a price target of $407.
Macy’s (M) is up more than +4% after reporting Q4 net sales of $7.64 billion, above the consensus of $7.51 billion, and forecasting full-year net sales of $21.40 billion to $21.65 billion, better than the consensus of 21.11 billion.
Lululemon Athletica (LULU) is up more than +3% after reporting Q4 net revenue of $3.64 billion, above the consensus of $3.58 billion.
Constellation Brands (STZ) is up more than +1% after Citigroup upgraded the stock to buy from neutral with a price target of $175.
Earnings Reports(3/18/2026)
Five Below Inc (FIVE), General Mills Inc (GIS), Jabil Inc (JBL), Macy's Inc (M), Micron Technology Inc (MU), SailPoint Inc (SAIL), Williams-Sonoma Inc (WSM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Following the Fed's Rate Decision, the S&P 500 and Dow Fall to New Closing Lows for 2026

The S&P 500 Index ($SPX) (SPY) today is down -0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -1.18%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.88%.
The Federal Reserve voted 11-1 on Wednesday to maintain the benchmark interest rate at 3.5% to 3.75%. Despite higher-than-expected inflation and global uncertainty, the committee raised its 2026 growth projections and signaled that rate cuts are still likely. The latest "dot plot" suggests one reduction remains on the table for later this year, with another projected for 2027, though the exact timing depends on future economic data.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks are under pressure today after US Feb producer prices rose more than expected, a sign of sticky price pressures. Stocks added to their losses today after WTI crude oil prices (CLJ26) whipsawed higher by more than +2% after initially being down more than -2% on signs of escalation of the Iran war after Iran said it will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes on its South Pars gas field and its Asaluyeh oil industry facilities.
Stock index futures initially moved higher today after crude oil prices fell more than -2% when Iraq said it will resume crude exports through a pipeline that links Kurdistan to Turkey’s Mediterranean port of Ceyhan, bypassing the Strait of Hormuz. Also, the US dropped 5,000-pound bunker-buster bombs on Iranian missile sites near the Strait of Hormuz.
The war against Iran entered its nineteenth day today with no signs of easing as Iran stepped up attacks on its Middle Eastern neighbors in retaliation for the killing of its security chief, Ali Larijani, in an Israeli strike. Iran today launched fresh waves of missiles and drone attacks, targeting the United Arab Emirates, Saudi Arabia, Kuwait, and Israel.
Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.
US MBA mortgage applications fell -10.9% in the week ended March 13, with the purchase mortgage sub-index up +0.9% and the refinancing mortgage sub-index down -18.5%. The average 30-year fixed rate mortgage rose +11 bp to 6.30% from 6.19% the prior week.
US Feb PPI final demand rose +0,7% m/m and +3.4% y/y, stronger than expectations of +0.3% m/m and +3.0% y/y. Feb PPI ex-food and energy rose +0.5% m/m and +3.9% y/y, stronger than expectations of +0.3% m/m and +3.7% y/y, with the +3.9% y/y gain the largest year-on-year increase in 13 months.
US Jan factory orders rose +0.1% m/m, right on expectations.
The 2-day FOMC meeting ends this afternoon, and market expectations are for the Fed to keep the federal funds target range unchanged at 3.50%-3.75%. With the Jan core PCE price index, the Fed’s preferred inflation gauge, at 3.1%, well above the Fed’s 2.0% target, the Fed is expected to signal an extended pause ahead.
The markets are discounting a 0% chance for a -25 bp FOMC rate cut at the Tue/Wed policy meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell from a 1-week high and is down -0.76%. China's Shanghai Composite recovered from a 6-week low and closed up +0.32%. Japan's Nikkei Stock 225 closed up sharply by +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) today are down by -7 ticks. The 10-year T-note yield is up +3.4 bp to 4.234%. T-notes gave up early gains today and turned lower after US Feb producer prices rose more than expected, a hawkish factor for Fed policy. Also, higher inflation expectations are weighing on T-notes as the 10-year breakeven inflation rate rose to a 6.5-month high of 2.420% today.
European government bond yields are moving higher today. The 10-year German bund yield is up +4.4 bp to 2.949%. The 10-year UK gilt yield is up +6.6 bp to 4.759%.
Swaps are discounting a 3% chance of a -25 bp ECB rate hike at its next policy meeting this Thursday.
US Stock Movers
Mining stocks are falling today, with gold prices down more than -2%, copper down more than -3%, and silver down more than -4%. Coeur Mining (CDE) are down more than -6%, and Anglogold Ashanti Ltd (AU) is down more than -5%. Also, Barrick Mining (B), Southern Copper (SCCO), and Hecla Mining (HL) are down more than -4%, and Newmont Mining (NEM) and Freeport-McMoRan (FCX) are down more than -3%.
Cryptocurrency-exposed stocks are falling today, with Bitcoin (^BTCUSD) down more than -4%. Strategy (MSTR) is down more than -5% to lead losers in the Nasdaq 100. Also, Coinbase Global (COIN), Galaxy Digital Holdings (GLXY), and Riot Platforms (RIOT) are down more than -3%. In addition, MARA Holdings (MARA) is down more than -1%.
Building stocks and building supplies are moving lower today, with the 10-year Y-note yield up +3 bp to 4.23%, undercutting home-buying prospects. Builders Firstsource (BLDR) is down more than -3%, and DR Horton (DHI), Lennar (LEN), Pulte Group (PHM), KB Home (KBH), Toll Brothers (TOL), and Home Depot (HD) are down more than -1%.
Optical fiber companies are moving higher today after speaking of accelerating demand for their products at the Optical Fiber Communications Conference. Lumentum (LITE) and Applied Optoelectronics (AAOI) are up more than +10%. Also, Coherent (COHR) is up more than +6%, and Corning (GLW) is up more than +3%.
SailPoint (SAIL) is down more than -12% after forecasting 2027 revenue of $1.26 billion to $1.27 billion, below the consensus of $1.28 billion.
Rocket Lab (RKLB) is down more than -7% after filing to sell as much as $1 billion worth of shares of common stock.
Trade Desk (TTD) is down more than -5% to lead losers in the S&P 500, adding to Wednesday’s -7% decline, after Adweek said Publicis was telling clients to avoid working with the company after it failed an audit conducted by a third-party consultant evaluating Trade Desk’s fees and spending.
General Mills (GIS) is down more than -1% after reporting Q3 adjusted EPS of 64 cents, weaker than the consensus of 74 cents.
Swarmer (SWMR) is up more than +77% on speculation that a shift in US defense spending to more low-cost drones will boost demand for the company’s drone software.
Williams-Sonoma (WSM) is up more than +4% to lead gainers in the S&P 500 after reporting Q4 adjusted EPS of $3.04, stronger than the consensus of $2.92.
Grail Inc. (GRAL) is up more than +5% after TD Cowen upgraded the stock to buy from hold with a price target of $65.
Constellation Energy (CEG) is up more than +4% to lead gainers in the Nasdaq 100 after BNP Paribas initiated coverage on the stock with a recommendation of outperform and a price target of $407.
Macy’s (M) is up more than +4% after reporting Q4 net sales of $7.64 billion, above the consensus of $7.51 billion, and forecasting full-year net sales of $21.40 billion to $21.65 billion, better than the consensus of 21.11 billion.
Lululemon Athletica (LULU) is up more than +3% after reporting Q4 net revenue of $3.64 billion, above the consensus of $3.58 billion.
Constellation Brands (STZ) is up more than +1% after Citigroup upgraded the stock to buy from neutral with a price target of $175.
Earnings Reports(3/18/2026)
Five Below Inc (FIVE), General Mills Inc (GIS), Jabil Inc (JBL), Macy's Inc (M), Micron Technology Inc (MU), SailPoint Inc (SAIL), Williams-Sonoma Inc (WSM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fed Holds Rates Steady Amid Inflation Pressures and Global Uncertainty

The S&P 500 Index ($SPX) (SPY) today is down -0.55%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.82%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.50%. March E-mini S&P futures (ESH26) are down -0.48%, and March E-mini Nasdaq futures (NQH26) are down -0.40%.
Stocks are under pressure today after US Feb producer prices rose more than expected, a sign of sticky price pressures. Stocks added to their losses today after WTI crude oil prices (CLJ26) whipsawed higher by more than +2% after initially being down more than -2% on signs of escalation of the Iran war after Iran said it will target energy infrastructure in Saudi Arabia, Qatar, and the UAE in retaliation for US and Israeli airstrikes on its South Pars gas field and its Asaluyeh oil industry facilities.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock index futures initially moved higher today after crude oil prices fell more than -2% when Iraq said it will resume crude exports through a pipeline that links Kurdistan to Turkey’s Mediterranean port of Ceyhan, bypassing the Strait of Hormuz. Also, the US dropped 5,000-pound bunker-buster bombs on Iranian missile sites near the Strait of Hormuz.
The war against Iran entered its nineteenth day today with no signs of easing as Iran stepped up attacks on its Middle Eastern neighbors in retaliation for the killing of its security chief, Ali Larijani, in an Israeli strike. Iran today launched fresh waves of missiles and drone attacks, targeting the United Arab Emirates, Saudi Arabia, Kuwait, and Israel.
Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region. Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.
US MBA mortgage applications fell -10.9% in the week ended March 13, with the purchase mortgage sub-index up +0.9% and the refinancing mortgage sub-index down -18.5%. The average 30-year fixed rate mortgage rose +11 bp to 6.30% from 6.19% the prior week.
US Feb PPI final demand rose +0,7% m/m and +3.4% y/y, stronger than expectations of +0.3% m/m and +3.0% y/y. Feb PPI ex-food and energy rose +0.5% m/m and +3.9% y/y, stronger than expectations of +0.3% m/m and +3.7% y/y, with the +3.9% y/y gain the largest year-on-year increase in 13 months.
US Jan factory orders rose +0.1% m/m, right on expectations.
The 2-day FOMC meeting ends this afternoon, and market expectations are for the Fed to keep the federal funds target range unchanged at 3.50%-3.75%. With the Jan core PCE price index, the Fed’s preferred inflation gauge, at 3.1%, well above the Fed’s 2.0% target, the Fed is expected to signal an extended pause ahead.
The markets are discounting a 0% chance for a -25 bp FOMC rate cut at the Tue/Wed policy meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell from a 1-week high and is down -0.76%. China's Shanghai Composite recovered from a 6-week low and closed up +0.32%. Japan's Nikkei Stock 225 closed up sharply by +2.87%.
Interest Rates
June 10-year T-notes (ZNM6) today are down by -7 ticks. The 10-year T-note yield is up +3.4 bp to 4.234%. T-notes gave up early gains today and turned lower after US Feb producer prices rose more than expected, a hawkish factor for Fed policy. Also, higher inflation expectations are weighing on T-notes as the 10-year breakeven inflation rate rose to a 6.5-month high of 2.420% today.
European government bond yields are moving higher today. The 10-year German bund yield is up +4.4 bp to 2.949%. The 10-year UK gilt yield is up +6.6 bp to 4.759%.
Swaps are discounting a 3% chance of a -25 bp ECB rate hike at its next policy meeting this Thursday.
US Stock Movers
Mining stocks are falling today, with gold prices down more than -2%, copper down more than -3%, and silver down more than -4%. Coeur Mining (CDE) are down more than -6%, and Anglogold Ashanti Ltd (AU) is down more than -5%. Also, Barrick Mining (B), Southern Copper (SCCO), and Hecla Mining (HL) are down more than -4%, and Newmont Mining (NEM) and Freeport-McMoRan (FCX) are down more than -3%.
Cryptocurrency-exposed stocks are falling today, with Bitcoin (^BTCUSD) down more than -4%. Strategy (MSTR) is down more than -5% to lead losers in the Nasdaq 100. Also, Coinbase Global (COIN), Galaxy Digital Holdings (GLXY), and Riot Platforms (RIOT) are down more than -3%. In addition, MARA Holdings (MARA) is down more than -1%.
Building stocks and building supplies are moving lower today, with the 10-year Y-note yield up +3 bp to 4.23%, undercutting home-buying prospects. Builders Firstsource (BLDR) is down more than -3%, and DR Horton (DHI), Lennar (LEN), Pulte Group (PHM), KB Home (KBH), Toll Brothers (TOL), and Home Depot (HD) are down more than -1%.
Optical fiber companies are moving higher today after speaking of accelerating demand for their products at the Optical Fiber Communications Conference. Lumentum (LITE) and Applied Optoelectronics (AAOI) are up more than +10%. Also, Coherent (COHR) is up more than +6%, and Corning (GLW) is up more than +3%.
SailPoint (SAIL) is down more than -12% after forecasting 2027 revenue of $1.26 billion to $1.27 billion, below the consensus of $1.28 billion.
Rocket Lab (RKLB) is down more than -7% after filing to sell as much as $1 billion worth of shares of common stock.
Trade Desk (TTD) is down more than -5% to lead losers in the S&P 500, adding to Wednesday’s -7% decline, after Adweek said Publicis was telling clients to avoid working with the company after it failed an audit conducted by a third-party consultant evaluating Trade Desk’s fees and spending.
General Mills (GIS) is down more than -1% after reporting Q3 adjusted EPS of 64 cents, weaker than the consensus of 74 cents.
Swarmer (SWMR) is up more than +77% on speculation that a shift in US defense spending to more low-cost drones will boost demand for the company’s drone software.
Williams-Sonoma (WSM) is up more than +4% to lead gainers in the S&P 500 after reporting Q4 adjusted EPS of $3.04, stronger than the consensus of $2.92.
Grail Inc. (GRAL) is up more than +5% after TD Cowen upgraded the stock to buy from hold with a price target of $65.
Constellation Energy (CEG) is up more than +4% to lead gainers in the Nasdaq 100 after BNP Paribas initiated coverage on the stock with a recommendation of outperform and a price target of $407.
Macy’s (M) is up more than +4% after reporting Q4 net sales of $7.64 billion, above the consensus of $7.51 billion, and forecasting full-year net sales of $21.40 billion to $21.65 billion, better than the consensus of 21.11 billion.
Lululemon Athletica (LULU) is up more than +3% after reporting Q4 net revenue of $3.64 billion, above the consensus of $3.58 billion.
Constellation Brands (STZ) is up more than +1% after Citigroup upgraded the stock to buy from neutral with a price target of $175.
Earnings Reports(3/18/2026)
Five Below Inc (FIVE), General Mills Inc (GIS), Jabil Inc (JBL), Macy's Inc (M), Micron Technology Inc (MU), SailPoint Inc (SAIL), Williams-Sonoma Inc (WSM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Pressured by Inflation Concerns and Iran War Jitters

Williams-Sonoma announced today that its Board of Directors has authorized a 15% increase in the company's quarterly cash dividend to $0.76 per common share. The quarterly dividend is payable on May 22, 2026, to stockholders of record as of the close of business on April 17, 2026.
On March 17, 2026, the Board of Directors of Waterstone Financial, declared a regular quarterly cash dividend of $0.17 per common share, a 13.3% increase compared to the prior quarterly dividend. "Today's announcement of a dividend increase underscores our disciplined execution of the Company's business strategy and reflects our confidence in Waterstone Financial's future," said William Bruss, Chief Executive Officer of Waterstone Financial, Inc. "Maintaining a robust dividend payout ratio remains a priority for us, affirming our commitment to delivering long-term value to our shareholders and effective management of our capital." The dividend increase is effective with the dividend payable on May 1, 2026, to shareholders of record at the close of business on April 8, 2026.
Fulton Financial today announced that its Board of Directors declared a quarterly cash dividend of nineteen cents per share on its common stock, payable on April 15, 2026, to shareholders of record as of April 1, 2026.
Mid-America Apartment Communities, today announced that its board of directors approved a quarterly dividend payment of $1.53 per share of common stock to be paid on April 30, 2026, to shareholders of record on April 15, 2026. This announcement represents the 129th consecutive quarterly cash dividend declared by the company. MAA has never reduced or suspended its quarterly common dividend payment in its over 30-year history as a public company. As established in prior quarters, the board of directors declared the quarterly common dividend in advance of MAA's earnings announcement that is expected to be made on April 29, 2026.
The board of directors of NiSource today declared a quarterly common stock dividend payment of $0.30 cents per share, payable May 20, 2026, to stockholders of record at the close of business on April 30, 2026.
Toro, a leading global provider of solutions for the outdoor environment, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.39 per share of TTC's common stock. This dividend is payable on April 13, 2026, to shareholders of record at the close of business on March 30, 2026.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Index	Bulls	Bears
Confidence		—
Support		—
Cash flows		—

	S/L 5%RUB 196.77	S/L 10%RUB 206.14	S/L 15%RUB 215.51
Day	1.85%	0.00%	0.00%
Week	29.21%	3.96%	0.25%
Month	60.72%	31.52%	14.08%

Williams-Sonoma, Inc.

Market sentiment

Overall assessment

Share of longs and shorts

Long

Short

Momentum

Protective stop levels