📊 Daily Gainers & Losers — Oct 01, 2026

📚 Past 3 days: 30 Sep · 29 Sep · 28 Sep

84/85 tickers with data (IFX delisted)

• 🟢 SNPS (EDA) +12.78% — $490.54 — Investor Day revealed FY2027 revenue guidance of ~$11.2B (+15% y/y), well above Street's $9.7B estimate, triggering a massive re-rating.

• 🟢 COHR (Networking/Optical) +10.90% — $319.19 — Bernstein initiated coverage with Outperform/$350 target, calling optics structural winners in AI infra; PhotonLink AI platform showcased at ECOC 2026.

• 🟢 AAOI (Networking/Optical) +8.12% — $107.32 — Continued AI datacenter optical buildout driving component orders; optical names broadly repriced higher on Ciena's multi-year demand signals.

• 🟢 CRDO (Networking/Optical) +7.90% — $210.17 — Credo's expanded high-speed optical connectivity portfolio at OFC 2026 gaining traction as AI clusters drive demand for 800G/1.6T interconnects.

• 🟢 CIEN (Networking/Optical) +7.77% — $379.14 — Ciena's FY2029 revenue targets lit a fire under the entire optical group as the market repriced multi-year AI datacenter networking demand.

• 🔴 SWKS (Mobile/Wireless) -2.71% — $83.16 — Q3 revenue guidance of $900-950M missed analyst expectations; KeyBanc downgrade and continued RF/mobile handset weakness weighing.

• 🔴 NFLX (Consumer/Media) -2.49% — $67.85 — Wells Fargo analyst Steven Cahall downgraded to Underweight, slashing price target to $57 from $80; streaming subscriber growth concerns persist.

• 🔴 AVGO (AI/Accelerators) -2.15% — $343.64 — Rotation out of AI hardware names as optical/networking names captured flow; VMware integration digestion continues to pressure margins.

• 🔴 TME (Consumer/Media) -2.02% — $7.77 — Chinese tech/media under pressure; notes offering announced Sep 1 adding to overhang; macro headwinds from China regulatory environment.

• 🔴 QRVO (Mobile/Wireless) -1.98% — $112.21 — Skyworks merger uncertainty overhang; regulator-approved deal still pending close; sector rotation out of mobile components toward optics.