January 12, 2026
Finance

Stocks Rally on Monday Led by Planet Labs' Major Defense Contract and Robust Biopharma Earnings

Notable gains posted by Planet Labs, Day One Biopharmaceuticals, Rxsight, SunOpta and others despite broader market declines

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Summary

On Monday, the U.S. stock market experienced declines, with the Dow Jones Industrial Average dropping roughly 200 points. However, specific large-cap stocks bucked the trend, posting substantial gains. Planet Labs PBC surged following a significant contract win from the Swedish Armed Forces, while several biopharmaceutical companies reported strong preliminary revenue figures, fueling notable stock price increases. Additional sectors including aerospace, mining, and technology also contributed to a diverse mix of winners during the session.

Key Points

Planet Labs PBC shares rose 7% fueled by a major multi-year contract with the Swedish Armed Forces.
Day One Biopharmaceuticals reported 2025 preliminary net product revenue of $155.4 million, up 172% year-over-year, driving a 24.7% stock price increase.
Rxsight and Beam Therapeutics posted significant gains backed by preliminary revenue reports and strategic plans tied to FDA accelerated approval pathways.
Precious metals stocks advanced amid rising commodity prices and uncertainty surrounding Federal Reserve leadership and U.S. dollar weakness.

Despite a general downward movement in U.S. equity markets on Monday, with the Dow Jones Industrial Average slipping by approximately 200 points, select large-cap stocks advanced sharply during the trading session. Noteworthy among these was Planet Labs PBC (NYSE:PL), which saw its shares climb 7% to $24.29. This uptick came on the heels of the company's announcement of a substantial multi-year agreement valued in the nine figures with the Swedish Armed Forces, signaling a significant expansion in its satellite imaging and data services business.

Beyond Planet Labs, multiple other stocks demonstrated robust gains across various sectors. Wheels Up Experience Inc (NYSE:UP), specializing in private aviation services, soared by over 30%, closing at $0.89, reflecting heightened investor optimism about the company’s growth prospects.

The biopharmaceutical sector exhibited particularly strong momentum. Day One Biopharmaceuticals Inc (NASDAQ:DAWN) surged 24.7%, reaching a price of $11.15. This appreciable rise coincided with the company reporting preliminary net product revenue for 2025 from its OJEMDA therapy of $155.4 million, representing a 172% increase compared to the prior year. This substantial growth highlights increasing market adoption and sales expansion for the treatment.

Similarly, Rxsight Inc (NASDAQ:RXST) shares appreciated by 22.7% to $10.85 following the disclosure of preliminary fourth-quarter revenue amounting to $32.6 million, underscoring strong commercial performance momentum. Beam Therapeutics Inc (NASDAQ:BEAM) also reported forward-looking business initiatives, announcing its 2026 strategic priorities aligned with the U.S. Food and Drug Administration regarding a potential accelerated approval path for its BEAM-302 therapy. The company closed the year 2025 with a robust preliminary estimated cash balance of $1.25 billion, supporting its advancement plans. This news stimulated a 22% rise in Beam’s share price to $33.60.

Other considerable gains in the biopharma and adjacent sectors included Zenas Biopharma Inc (NASDAQ:ZBIO), which increased by 23.2% to $19.81, and Adaptive Biotechnologies Corp (NASDAQ:ADPT), which rose 13.4% to $17.86 after reporting preliminary fourth-quarter revenue of $72 million and projecting 2025 revenue of $277 million. Twist Bioscience Corp (NASDAQ:TWST) also benefited from robust fiscal first-quarter 2026 preliminary revenue figures of $103.7 million, marking a 17% year-over-year increase, which propelled its shares up 11.7% to $39.48.

Expanding beyond biopharma, Starfighters Space Inc (NYSE:FJET) shares climbed 17.7% to $13.95, demonstrating investor interest in space-related ventures.

SunOpta Inc (NASDAQ:STKL), a company specializing in organic and plant-based foods, advanced 17.5% to $4.37 subsequent to raising its fiscal year 2025 sales guidance, signaling confidence in future revenue growth.

Precious metals mining stocks also posted gains amid commodity price movements. Hycroft Mining Holding Corporation (NASDAQ:HYMC) increased by 16.7%, ending the session at $31.67, while Coeur Mining Inc (NYSE:CDE) advanced 6.5% to $21.73. The rise in precious metals prices occurred alongside a Department of Justice criminal investigation into Federal Reserve Chair Jerome Powell. This development has heightened investor concern over the Federal Reserve's independence, leading market participants to seek safe-haven assets amid weakening U.S. dollar conditions.

Technology and storage sectors reflected positive momentum as well, with Pure Storage Inc (NYSE:PSTG) gaining 9.4% to $73.30 and Tempus AI Inc (NASDAQ:TEM) rising 9.2% to $72.40. Tempus reported preliminary revenue estimates of approximately $1.27 billion for 2025, representing an 83% year-over-year increase, further boosting investor sentiment.

Lastly, Abivax SA (NASDAQ:ABVX) recorded an 8.3% gain, concluding Monday’s session at $123.88, while Alibaba Group Holding Ltd – ADR (NYSE:BABA) increased 8.1% to $163.11 amidst broader market dynamics.

This diverse array of stock market surges came as broader indices softened, illustrating a market environment marked by sector- and company-specific developments driving selective investor enthusiasm.

Risks
  • Broader U.S. equity market weakness with the Dow Jones declining approximately 200 points signals prevailing market volatility.
  • Uncertainties exist related to regulatory approvals, especially for biopharmaceutical companies pursuing accelerated FDA pathways.
  • The Department of Justice criminal investigation into Federal Reserve Chair Powell may induce continued financial market volatility and impact investor confidence.
  • Fluctuations in commodity prices and currency valuations may affect mining and precious metals companies’ performance and valuations.
Disclosure
Education only / not financial advice
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Ticker Sentiment
PL - positive UP - positive DAWN - positive ZH - positive ZBIO - positive
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