February 10, 2026
Finance

Major U.S. Stocks Climb Following Strong Earnings Reports and Positive Guidance

Datadog Leads Gains Amid Robust Q4 Results, Spotify and Marriott Also Rise on Better-Than-Expected Performance

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Summary

U.S. equity markets moved higher on Tuesday, driven by Datadog's significant share price increase following its better-than-anticipated fourth-quarter earnings and optimistic first-quarter forecast. Several other key companies, including Spotify, Marriott International, and Ferrari, also saw notable stock gains after reporting strong quarterly results. The broader market sentiment was buoyed by a series of companies exceeding analyst expectations in earnings and revenue, coupled with upbeat guidance for upcoming quarters.

Key Points

Datadog’s shares climbed 16.3% following better-than-expected Q4 earnings and upbeat Q1 sales guidance.
Spotify, Marriott International, and Ferrari all posted notable stock gains after reporting strong quarterly results.
Several biotech and healthcare companies, including Evommune and Nektar Therapeutics, saw double-digit percentage increases tied to clinical trial successes.
Credo Technology Group raised its preliminary third-quarter revenue forecast, contributing to over 10% stock appreciation.

On Tuesday, U.S. stock markets experienced upward momentum, with the Dow Jones Industrial Average climbing approximately 200 points during the trading session. Among the most notable movers was Datadog Inc (NASDAQ:DDOG), which saw its shares soar by 16.3% to close at $132.59. This surge followed the company’s release of fourth-quarter earnings that surpassed analyst expectations and the issuance of first-quarter sales guidance that also exceeded market estimates.

Datadog reported earnings per share of 59 cents for the quarter, outpacing the consensus estimate of 56 cents. Additionally, the company posted quarterly revenues of $953.194 million, above the anticipated $916.577 million. This combination of strong earnings and robust revenue fueled investor confidence, contributing to the stock’s sharp gain.

Beyond Datadog, several other large-cap stocks recorded significant gains in Tuesday's trading session, primarily driven by positive quarterly outcomes and favorable forecasts. For example, Evommune Inc (NYSE:EVMN) surged 58.5% to $26.74 following the announcement that its Phase 2a trial of EVO301 successfully met its primary efficacy endpoint.

Nektar Therapeutics (NASDAQ:NKTR) advanced 47.8%, reaching $54.80, propelled by the release of 36-week blinded maintenance data from the REZOLVE-AD study of rezpegaldesleukin. Similarly, Ichor Holdings Ltd (NASDAQ:ICHR) climbed 25% to $42.64 after surpassing fourth-quarter earnings expectations and providing first-quarter guidance above those estimates.

Vestis Corp (NYSE:VSTS) saw its shares jump 22.7% to $8.98 due to strong quarterly earnings. Spotify Technology SA (NYSE:SPOT) also posted a notable 17% rise, closing at $485.39, driven by better-than-expected fourth-quarter financial results and an optimistic outlook on first-quarter monthly active users.

Other entities posting considerable stock price increases included GCM Grosvenor Inc (NASDAQ:GCMG), which gained 16.9% to $11.58 on strong quarterly results, and LuxExperience BV-ADR (NYSE:LUXE), which rose 16.9% to $8.99 following its second-quarter disclosures. UniFirst Corp (NYSE:UNF) climbed 15.9% to $229.88, while Yext Inc (NYSE:YEXT) advanced 13.2% to $5.55.

Additional gainers included Ultra Clean Holdings Inc (NASDAQ:UCTT), which improved 11.4% to $56.59; Radiant Logistics Inc (NYSE:RLGT), up 11.3% to $7.87 after positive quarterly earnings; and Iradimed Corp (NASDAQ:IRMD), which increased 10.9% to $106.44 post upbeat quarterly performance.

Koninklijke Philips NV (NYSE:PHG) recorded a 10.5% rise to $32.76, thanks to quarterly financial results that topped expectations. Kyndryl Holdings Inc (NYSE:KD) grew 10.4% to $11.70, while Credo Technology Group Holding Ltd (NASDAQ:CRDO) advanced 10.3% to $136.16 following an upward revision in its preliminary third-quarter revenue forecast.

Other companies with stock appreciations included Masco Corp (NYSE:MAS) at 9.3% to $78.16, Marriott International Inc (NASDAQ:MAR) up 9.1% to $361.42 after delivering solid quarterly results, and Ferrari NV (NYSE:RACE), which climbed 8.6% to $365.41. Ferrari’s increase was linked to better-than-expected fourth-quarter earnings and positive full-year 2026 guidance.

MongoDB Inc (NASDAQ:MDB) and Quest Diagnostics Inc (NYSE:DGX) also saw their shares rise by 6% each, reaching $379.02 and $203.18, respectively. Quest Diagnostics not only reported better-than-expected fourth-quarter financial results and issued an optimistic outlook for fiscal year 2026 but also raised its quarterly dividend and expanded its stock buyback program.

Investors appeared encouraged by these earnings beats and optimistic forward guidance across a swath of sectors. The widespread gains underscore a market environment responsive to corporate profitability and sales momentum as reflected in Q4 results and near-term outlooks.

Risks
  • Stock price gains are dependent on companies meeting or exceeding earnings estimates and guidance; any future earnings misses could reverse gains.
  • Clinical trial outcomes and regulatory developments remain uncertain for biotech companies such as Evommune and Nektar Therapeutics, impacting stock performance.
  • Macroeconomic factors affecting consumer demand could alter forward-looking guidance from hospitality and retail companies like Marriott International.
Disclosure
Education only / not financial advice
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Ticker Sentiment
DDOG - positive EVMN - positive NKTR - positive ICHR - positive VSTS - positive
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