Stocks of the week

Despite a turbulent week that ended with a rebound on Friday, both the S&P 500 and Nasdaq are on track to finish lower, weighed down by steep losses in technology stocks.

Below are Investing.com’s stocks of the week:

Walmart

As volatility rocked the tech sector, investors rotated into more defensive names, lifting Walmart shares by more than 11% over the week. The rally pushed the stock above $130, taking Walmart’s market capitalization past the $1 trillion mark.

PayPal

PayPal shares plunged over 20% on Tuesday and are down more than 23% for the week after the company reported fourth-quarter earnings and revenue that fell short of analysts’ forecasts.

The company also announced a major leadership change, naming Enrique Lores as President and CEO effective March 1, 2026, replacing Alex Chriss.

Commenting on the results, Wolfe Research analyst Darrin Peller said that while a miss and a weak 2026 outlook were anticipated, both were worse than expected, raising “greater questions around execution and market share and competition.”

Novo Nordisk

Novo Nordisk’s stock dropped more than 14% on Tuesday and has slid over 21% in the past week.

The maker of Wegovy reported fourth-quarter earnings and issued a sales warning for 2026.

According to BMO Capital analyst Evan Seigerman, the company is facing significant pricing pressure in the U.S. following Trump MFN deals and additional efforts required to maintain access in the obesity treatment market.

“Although there are early indications of growth for the oral Wegovy pill, pricing concessions on injectable GLP-1 treatments are weighing on overall revenue, effectively offsetting gains from the pill segment.”

Silicon Laboratories

Silicon Labs shares jumped more than 48% on Wednesday and are on track to finish the week up roughly 44% after announcing it will be acquired by Texas Instruments.

Texas Instruments agreed to pay about $231 per share in an all-cash deal, valuing the company at approximately $7.5 billion on an enterprise basis.

Strategy

After sliding for much of the week, MSTR rebounded sharply on Friday and is currently up more than 24% for the day. Despite the bounce, the stock is still set to end the week down around 5%.

The move mirrored Bitcoin’s price action, which fell to around $62,200 on Thursday before rebounding to above $70,100 on Friday.

In a client note, Benchmark analyst Mark Palmer reaffirmed a Buy rating and a $705 price target, saying the firm remains bullish based on a sum-of-the-parts valuation. This includes the projected value of the company’s Bitcoin holdings by year-end 2026, a 10x multiple on its estimated FY26 Bitcoin gains, and the expected value of its software business by YE26.

Palmer added that the target assumes Bitcoin reaches $225,000 by the end of 2026.

Amazon

Amazon shares fell sharply on Friday, down more than 5%, as investors reacted to the company’s latest quarterly earnings report released after the market closed on Thursday.

The tech heavyweight exceeded expectations on quarterly revenue but surprised markets by projecting capital spending of roughly $200 billion in 2026, well above forecasts.

Commenting on the outlook, Morgan Stanley analyst Brian Nowak said AWS is gaining momentum with even stronger growth ahead, while the retail segment continues to improve efficiency. Although Amazon is ramping up investment across AWS, Retail, and LEO, he noted the company’s strong track record in generating returns on invested capital, keeping the firm bullish on what it sees as an underappreciated GenAI leader.

Sources: Sam Boughedda