Biggest stock movers Friday: AMAT, PINS, ROKU, and more

[Three Dimensional Graph Of Volatile Data From Sticks And Spheres]
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Stock futures inched lower in the premarket hours of Friday after yesterday's market slide, positioning ahead of critical CPI data.

Here are some of Friday's biggest stock movers:

BIGGEST STOCK GAINERS

* CORSAIR GAMING (CRSR [https://seekingalpha.com/symbol/CRSR]) +22% - Shares jumped after posting a solid Q4 beat, with non-GAAP EPS of $0.43 topping estimates by $0.16 and revenue rising 5.6% Y/Y to $436.9M, also ahead of expectations. While FY2026 revenue guidance came in below consensus ($1.33B–$1.47B vs. $1.58B), EPS guidance was broadly in line to higher, supported by expected double-digit growth in Gamer and Creator Peripherals, partially offset by a cautious outlook for Gaming Components amid global semiconductor constraints. Sentiment was further boosted by Corsair’s first-ever $50M share repurchase authorization.
* RIVIAN AUTOMOTIVE (RIVN [https://seekingalpha.com/symbol/RIVN]) +18% - Shares surged after reporting Q4 results and outlining its 2026 outlook, with investors looking past weaker automotive revenue, down 45% Y/Y due to lower regulatory credit sales, softer deliveries after tax credit expirations, and a lower ASP mix, and focusing instead on strong momentum in software and services, where revenue jumped 109% on contributions from its Volkswagen joint venture and higher service-related sales. While Q4 deliveries of 9,745 slightly missed consensus, Rivian said results were in line with internal expectations and guided to a meaningful pickup in 2026 deliveries of 62K–67K vehicles, alongside adjusted EBITDA of -$2.1B to -$1.8B and capex of about $2B.
* APPLIED MATERIALS (AMAT [https://seekingalpha.com/symbol/AMAT]) +13% - Shares advanced after delivering FQ1 results and guidance that beat expectations, driven by accelerating AI-related chip investments. Management highlighted strong demand for leading-edge logic, high-bandwidth memory, and advanced packaging, areas where Applied is a market leader, and guided for FQ2 revenue of $7.15B–$8.15B and adjusted EPS of $2.44–$2.84, both comfortably ahead of Wall Street estimates.
* ROKU (ROKU [https://seekingalpha.com/symbol/ROKU]) +13% - Shares rose after crushing Q4 earnings estimates and issuing upbeat 2026 guidance. The streaming platform provider reported Q4 adjusted EPS of $0.53, nearly double the expectations, on revenue of $1.38B (+16% Y/Y), which came in line. Strength was driven by platform revenue growth of 18% Y/Y, while management guided Q1 2026 revenue of $1.2B and full-year 2026 revenue of $5.5B, both ahead of consensus.

BIGGEST STOCK LOSERS

* PINTEREST (PINS [https://seekingalpha.com/symbol/PINS]) -19% - Shares plunged after reporting weaker-than-expected Q4 results and issuing a soft Q1 2026 outlook. The company guided revenue in the range of $951M–$971M, missing the $981M consensus, implying 11%–14% Y/Y growth that includes a ~3-point FX tailwind. The company also forecast Q1 adjusted EBITDA of $166M–$186M.
* DRAFTKINGS (DKNG [https://seekingalpha.com/symbol/DKNG]) -15% - Shares sank after reporting mixed Q4 results and issuing FY2026 guidance that fell short of expectations. Q4 revenue rose 43.2% Y/Y to $1.99B, supported by strong customer engagement, efficient new customer acquisition, and higher sportsbook net revenue margins. Monthly unique paying customers were flat Y/Y at 4.8M, while average revenue per MUP jumped 43% to $143, driven by improved margins across both sportsbook and iGaming. DraftKings guided FY2026 revenue to $6.5B–$6.9B (midpoint $6.7B), well below the $7.3B consensus, overshadowing the solid quarterly performance.

MORE ON RELATED STOCKS:

* Applied Materials, Inc. 2026 Q1 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4869940-applied-materials-inc-2026-q1-results-earnings-call-presentation]
* Corsair Gaming, Inc. (CRSR) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4869920-corsair-gaming-inc-crsr-q4-2025-earnings-call-transcript]
* Roku, Inc. (ROKU) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4869814-roku-inc-roku-q4-2025-earnings-call-transcript]
* Corsair outlines $1.33B–$1.47B revenue target for 2026 as company strengthens platform strategy and margin expansion [https://seekingalpha.com/news/4551696-corsair-outlines-1_33b-1_47b-revenue-target-for-2026-as-company-strengthens-platform-strategy]
* Roku outlines 21% Q1 platform revenue growth target with strategic retail and AI initiatives for 2026 [https://seekingalpha.com/news/4551668-roku-outlines-21-percent-q1-platform-revenue-growth-target-with-strategic-retail-and-ai]