Biggest stock movers Friday: Nuclear stocks, WDAY, INTU, and more
Stock futures slipped Friday after President Donald Trump warned that iPhones not made in the U.S. could face tariffs of 25% or more, and threatened a 50% levy on European Union goods starting June 1, 2025.
Here are some of Friday's biggest stock movers:
Biggest stock gainers
- Intuit (NASDAQ:INTU) +9% — Shares surged after the maker of QuickBooks, TurboTax, and Credit Karma posted a Q3 double beat and raised its FQ4 and full-year outlook. For Q4, the company expects adjusted EPS of $2.63–$2.68 (midpoint $2.66 vs. $2.60 consensus) and revenue of $3.723B–$3.760B (midpoint $3.74B vs. $3.53B consensus), reflecting 17%–18% Y/Y growth. Intuit also raised its full-year revenue guidance to $18.723B (~15% Y/Y growth), up from the prior 12%–13%, citing strong performance in Credit Karma and its Consumer Group.
- Autodesk (NASDAQ:ADSK) +3% — Shares rose after the company beat Q1 FY26 estimates with 15% Y/Y revenue growth and also provided an upbeat outlook. For Q2, Autodesk guided revenue between $1.72B and $1.73B, surpassing the consensus of $1.7B, and adjusted EPS of $2.44–$2.48, much above the $2.34 estimate. For the full year, Autodesk sees revenue of $6.92B–$6.99B (midpoint $6.955B vs. $6.93B consensus).
- Uranium Energy (NYSE:UEC) +19% – Shares of nuclear energy companies surged amid reports that President Donald Trump could issue executive orders later today aimed at revitalizing the U.S. nuclear industry. Reuters cited sources saying the orders may streamline reactor approvals and boost domestic fuel supply chains. Power demand in the U.S. is projected to reach record levels in 2025 and 2026, fueled by energy-intensive AI and crypto data centers. Uranium miners like Energy Fuels (NYSE:UUUU) +13% and Centrus Energy (NYSE:LEU) +20%, while Cameco (NYSE:CCJ) +7% and the Global X Uranium ETF (URA) rose nearly 10%. Developers of new nuclear tech also jumped, with Sam Altman-backed Oklo (NYSE:OKLO) soaring nearly 20%, NANO Nuclear Energy (NASDAQ:NNE) up 19%, and NuScale Power rising over 15%.
Biggest stock losers
- Workday (NASDAQ:WDAY) -6% — Shares slid despite Q1 results and guidance that were mostly in line. The company reiterated Q2 subscription revenue guidance at $2.16B (matching estimates) and raised its full-year adjusted operating margin forecast to 28.5% (up from 28%). Full-year subscription revenue is expected to reach $8.8B.
- Deckers Outdoor (NYSE:DECK) -16% – Shares plunged despite solid Q4 results, as the company issued a weak FQ1 forecast and withheld full-year guidance amid macro uncertainty. For FQ1, sales are projected between $890M and $910M, below the $921.65M consensus, while EPS is expected in the range of $0.62 to $0.67, falling short of the $0.79 estimate. On the capital return front, the board approved a $2.25B boost to its stock repurchase authorization, bringing the total to approximately $2.5B.
- Ross Stores (NASDAQ:ROST) -11% – Shares slumped after the company reported a Q1 top-line beat but warned that new tariffs could cut Q2 EPS by $0.11 to $0.16, prompting investor concern. CEO Jim Conroy noted ongoing macro and geopolitical uncertainty, including prolonged inflation and evolving trade policies, with over half of Ross's merchandise originating from China. The retailer pulled its full-year guidance and now expects Q2 same-store sales to be flat to +3%, with EPS projected between $1.40 and $1.55, well below the $1.66 consensus and down from $1.59 last year.
- Booz Allen (NYSE:BAH) -17% – Shares slumped after the company reported mixed FQ4 results, with non-GAAP EPS of $1.61 matching estimates, but revenue of $2.97B (+7.2% Y/Y) missing by $60M. Despite posting a record Q4 backlog of $37B and a solid trailing 12-month book-to-bill ratio of 1.39x, the quarterly book-to-bill fell to 0.71x. FY25 guidance further weighed on sentiment, with projected revenue of $12B–$12.5B (midpoint $12.25B) below the $12.83B consensus and adjusted EPS of $6.20–$6.55 (midpoint $6.38), well short of expectations for $6.88.
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