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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: The Stock Mover's Report, your roundup of companies making moves

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Speaker 2: in the stock market. Harnessing the power of Bloomberg data.

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Speaker 3: Let's take a look at some stocks on the move today.

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Speaker 3: I'm Nathan Hager, joined by Bloomberg's Criti Gupta. On a

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Speaker 3: morning where a couple of really important retail names have

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Speaker 3: reported earnings, could kind of say it's a tale of

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Speaker 3: two retail sides. Kritty, Let's start with what we're seeing

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Speaker 3: from Target.

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Speaker 1: Good morning, Good morning, Nathan, Yeah, Tarja is a pros

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Speaker 1: call it. TGT is your ticker this morning. Shots are

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Speaker 1: down about one point six percent, treating it about ninety

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Speaker 1: seven dollars a share, we'll call it there. Looks as

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Speaker 1: the coming out with earnings, they're cutting their sales forecast,

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Speaker 1: so their quarter did not live up to those expectations.

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Speaker 1: On top of that, there's things some of the retailer

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Speaker 1: sales aren't coming through, and specifically the company taking new

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Speaker 1: measures to target some of that weakness and discretionary spending.

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Speaker 1: And by the way, the consumer confidence and the tariff uncertainty,

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Speaker 1: all that baked into kind of a somber message from

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Speaker 1: target this morning. They're now expecting that sales to decline

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Speaker 1: by a low single digit this year. That is compared

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Speaker 1: to previous guidance that was an increase of about one percent.

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Speaker 1: So again, not only did they miss expectations, they're not

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Speaker 1: exactly guiding in a positive lighter or giving any reassurance

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Speaker 1: to the market that things are going to be better.

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Speaker 1: So TGT is your ticker down about one point seven

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Speaker 1: percent this morning. But Nathans promised, I'll me give you

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Speaker 1: a little bit of positivity in the retail space as well,

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Speaker 1: because Lows is having a great DAYLW is your ticker

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Speaker 1: two hundred and thirty seven dollars a share and change

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Speaker 1: trading at the high bride about three percent, I should

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Speaker 1: say so again positivity for the hardware company, hardware store,

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Speaker 1: hardware company both, I guess call it home improvement. Thank

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Speaker 1: you very much helping me out where I need it.

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Speaker 1: They're sales beating expectations and they're saying, look, there is

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Speaker 1: that terear volatility. It's very much feeding into the consumer sentiment.

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Speaker 1: But they are still seeing comp sales come in better

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Speaker 1: than expected. People still spending despite that turbulence, which, by

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Speaker 1: the way, Nathan, is a completely different message from what

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Speaker 1: we heard from their peer Home Depot earlier this week.

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Speaker 1: So that's really telling that Lows, which is considered a

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Speaker 1: pricier alternative to Home Depot, actually had a different messaging

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Speaker 1: story as well. That being said, when Low's moves higher,

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Speaker 1: so does Home Depot. So HD is your ticker there

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Speaker 1: hired by about three tens of one percent this morning,

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Speaker 1: trading at three hundred and seventy eight dollars a share,

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Speaker 1: So the Low's numbers helping that company. They also got

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Speaker 1: an upgrade over at Stiefel. They're saying they're expecting the

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Speaker 1: sales over at home Depot to accelerate, moving the price

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Speaker 1: target up to four hundred and twenty five dollars a

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Speaker 1: share from previously four to oh five. Home Depot trading

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Speaker 1: we're closing, I to say, yesterday at three seventy seven.

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Speaker 1: So good news in the home improvement space. But Nathan,

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Speaker 1: I gotta do it. I gotta talk to you about

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Speaker 1: the downside. Movers Nided Health the major Dow component taking

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Speaker 1: a beating this morning. U NH is your ticker down

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Speaker 1: about six point twenty three percent, training at three hundred

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Speaker 1: and one dollars a share. Looks like a report is

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Speaker 1: behind this. The Guardian reporting of the health insurer is

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Speaker 1: secretly paid nursing homes to reduce hospital transfers for ailing residents.

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Speaker 1: As we know, United Health is a tricky one and

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Speaker 1: has been dealing with quite a lot of brad press lately.

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Speaker 1: This is certainly not helping their number. So you NH,

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Speaker 1: it's your biggest volume mover to the downside. Right next

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Speaker 1: to Palo Alto Networks PANW is your ticker there their results,

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Speaker 1: their forecast falling below expectations. Is one of the major

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Speaker 1: cybersecurity companies that we keep an eye on in more

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Speaker 1: time and defense time. Those shares down about three point

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Speaker 1: seven percent PA and W trading out for one hundred

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Speaker 1: and eighty seven bucks a share.

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Speaker 2: This stock mover's report from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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