Stocks to watch · picked from the news before the open
Stocks That Could Go Up on Friday, November 6, 2026
Lam Research, Nvidia, Airbnb and 5 more stocks with news that could lift them today
Published 9:19 AM ET · measured from the 9:30 AM open · Stable Income Strategy
What stocks will go up today?
Lam Research, Nvidia and Airbnb lead the list for Friday, Nov. 6, 2026. Lam announced a $25 billion buyback and is up nearly 11% before the open; Nvidia is rebounding 4% after a 9% drop; Airbnb beat third-quarter estimates and raised its outlook. Nasdaq-100 futures are up 1.4% after Thursday's 5.5% Nasdaq rout, while strong jobs data lifts yields.
4 of 8 picks have risen at least to their target from the 9:30 AM open; the best, Moderna (MRNA), gained as much as 8.93% (high at 11:56 AM ET). The S&P 500 ETF rose as much as 1.01% over the same time.
- Stocks picked from the news
- 8
- Reached their target so far
- 4 of 8
- Best rise to the high: MRNA
- +8.93%
- S&P 500 ETF over the same time (to its high)
- +1.01%
01
The list at a glance
Live — updates every minute while the market trades (as of 12:28 PM ET).
| # | Stock | Catalyst | Target | To the high | To the close | Result |
|---|---|---|---|---|---|---|
| 1 | LRCX Lam Research | Buyback | +2%56% confidence | +0.09%at 9:30 AM | −3.34% | Not yet |
| 2 | NVDA Nvidia | Sector | +1.5%56% confidence | +1.96%at 9:51 AM | −1.49% | Reached |
| 3 | ABNB Airbnb | Earnings | +2%54% confidence | +0.44%at 9:30 AM | −0.63% | Not yet |
| 4 | MRNA Moderna | Guidance | +2.5%53% confidence | +8.93%at 11:56 AM | +7.08% | Reached |
| 5 | MU Micron Technology | Sector | +2.5%52% confidence | +2.34%at 9:47 AM | −1.78% | Not yet |
| 6 | NET Cloudflare | Guidance | +2.5%50% confidence | 0.00%at 9:30 AM | −4.08% | Not yet |
| 7 | FROG JFrog | Guidance | +2.5%47% confidence | +7.32%at 11:51 AM | +6.16% | Reached |
| 8 | BDX Becton Dickinson | Upgrade | +1.2%47% confidence | +2.67%at 10:20 AM | +2.13% | Reached |
Target: the expected rise from the open to the day’s high; confidence: the chance we gave it of getting there. “To the high” and “to the close” are counted from the 9:30 AM opening price.
02
The same morning, picked by the data
No news read: S&P 500 stocks matching setups tested on ten years of gap days, pre-market to 8:55 AM ET.
Picked by rules, not news: the setups were tested on every S&P 500 stock that opened 2% or more from the day before since 2016, and are read from pre-market prices at 8:55 AM ET. These stocks fell 2–6% before the open, at least 1.5 points more than the market, after a down day and without earnings news. The S&P 500 ETF was +0.26% at 8:55 AM ET. Since 2016 such stocks closed above their opening price 53% of the time and rose at least 1% above it 72% of the time; held from the open to the close they about broke even after costs (−0.04% a day in 2016–2022, 0.00% in 2023–2026).
7 of 8 are above their opening price; on average +0.71% from the open so far (S&P 500 ETF: +0.64%).
| # | Stock | Setup | At 8:55 AM | To the high | To the close | +1%? |
|---|---|---|---|---|---|---|
| 1 | AMCR Amcor | Rebound | −2.05% | +1.85%at 10:19 AM | +0.54% | Reached |
| 2 | CHRW C.H. Robinson | Rebound | −3.10% | +1.13%at 9:45 AM | −1.18% | Reached |
| 3 | PM Philip Morris International | Rebound | −2.03% | +1.51%at 10:28 AM | +0.98% | Reached |
| 4 | AMGN Amgen | Rebound | −2.20% | +2.83%at 10:39 AM | +2.29% | Reached |
| 5 | GEHC GE HealthCare | Rebound | −3.32% | +1.84%at 11:54 AM | +1.60% | Reached |
| 6 | DG Dollar General | Rebound | −3.05% | +2.08%at 9:56 AM | +0.45% | Reached |
| 7 | ISRG Intuitive Surgical | Rebound | −2.03% | +1.48%at 9:54 AM | +0.16% | Reached |
| 8 | NKE Nike, Inc. | Rebound | −2.33% | +2.36%at 10:29 AM | +0.80% | Reached |
Rebound
Down 2–6% before the open, at least 1.5 points more than the S&P 500 ETF, after a down day, no earnings.
On S&P 500 gap days since 2016 (3,150 picks on 1,223 days): closed above the open 53% of the time, rose at least 1% above it 72% and 2% 50%; held from the open to the close, −0.04% a day in 2016–2022 and 0.00% in 2023–2026 after costs.
03
Why each stock could go up
At 9:12 AM ET Nasdaq-100 futures were up 1.4% and S&P 500 futures 0.1% after Thursday's AI-led rout (Nasdaq Composite −5.5%, S&P 500 −4.4%), while Dow futures fell 1% as a strong October jobs report (+165,000 vs 59,000 expected) lifted the 10-year Treasury yield to about 4.87%. With the VIX near 27, intraday ranges should be wide: rebounding chip stocks and earnings winners have room to extend, but large pre-market gaps can also fade.
- 1
Lam Research (LRCX)
Information technology · Up nearly 11% pre-market
+2% target
56% confidence
BuybackLam Research board approves $25 billion share repurchase authorization and $0.33 quarterly dividend — Lam Research (SEC filing)
The new $25 billion buyback authorization, announced November 5, comes on top of the remaining balance of the old program and gives steady demand for the shares. It lands a day after chip stocks led the Nasdaq Composite's 5.5% drop, so the stock has two reasons to rise: the buyback and a sector rebound with Nasdaq-100 futures up 1.4%.
Risk: An 11% gap leaves room to fade if the chip rebound stalls or new limits on data-center construction are proposed.
From $208.99 at 9:30 AM:high +0.09% at 9:30 AMclose −3.34%day +9.08%Not yet - 2
Nvidia (NVDA)
Information technology · +4.2% pre-market at about $189 after a drop of more than 9% on Thursday
+1.5% target
56% confidence
SectorBank of America reiterates Buy on Nvidia with a $350 target, calling it best of breed after the AI sell-off — CNBC
Nvidia fell more than 9% on Thursday as investors priced in slower U.S. data-center construction after the Democratic midterm sweep. Nasdaq-100 futures are up 1.4%, and Bank of America reiterated its Buy rating and $350 target, which supports a rebound in the most liquid AI stock on a day when the VIX near 27 points to a wide range.
Risk: If data-center worries resurface, Thursday's selling could resume after an early bounce.
From $191.14 at 9:30 AM:high +1.96% at 9:51 AMclose −1.49%day +3.68% Reached +1.5% - 3
Airbnb (ABNB)
Consumer discretionary · +13% to +14% pre-market (about $194)
+2% target
54% confidence
EarningsAirbnb third-quarter EPS $3.16 vs $2.85 expected, revenue $4.87 billion vs $4.75 billion; full-year outlook raised — CNBC
Third-quarter earnings of $3.16 a share beat the $2.85 consensus, revenue rose 19% to $4.87 billion against about $4.75 billion expected, and the company raised its full-year outlook. A beat with raised guidance is the strongest same-day driver, and travel demand is not tied to the AI trade behind Thursday's selling.
Risk: Stocks up more than 10% before the open often give back part of the gap in the first hour.
From $191.65 at 9:30 AM:high +0.44% at 9:30 AMclose −0.63%day +11.94%Not yet - 4
Moderna (MRNA)
Health care · Up nearly 10% pre-market
+2.5% target
53% confidence
GuidanceModerna raises 2026 revenue growth outlook to 15%–25% from up to 10% after third-quarter revenue rises 29% — Moderna (SEC filing)
Third-quarter revenue rose 29% to $1.31 billion and Moderna earned $0.38 a share, beating estimates, and it now expects 2026 revenue growth of 15% to 25% instead of up to 10%. A guidance raise of that size forces analysts to lift estimates, and the stock's high volatility makes a further 2.5% rise from the open realistic.
Risk: A 10% gap in a volatile biotech can fade quickly if the broader market turns lower.
From $245.58 at 9:30 AM:high +8.93% at 11:56 AMclose +7.08%day +8.91% Reached +2.5% - 5
Micron Technology (MU)
Information technology · Rising pre-market after a 17% drop on Thursday
+2.5% target
52% confidence
SectorMicron, Sandisk, Marvell and AMD climb before the bell after Thursday's sell-off over AI data-center limits — CNBC
Micron fell 17% on Thursday, the steepest drop among large chip stocks, on worries that Democratic wins will slow U.S. data-center construction. It is among the chip names climbing before the open with Nasdaq-100 futures up 1.4%, and its wide daily range makes a 2.5% rise from the open realistic on a rebound day.
Risk: Memory makers are the most exposed to a data-center slowdown, so a new policy headline could reverse the bounce.
From $708.25 at 9:30 AM:high +2.34% at 9:47 AMclose −1.78%day +5.98%Not yet - 6
Cloudflare (NET)
Information technology · +19% to +20% pre-market (about $294)
+2.5% target
50% confidence
GuidanceCloudflare's current-quarter forecast tops estimates: revenue $845–846 million vs $796 million, adjusted EPS 43 cents vs 38 cents — CNBC
Cloudflare guided fourth-quarter revenue to $845–846 million, about 6% above the $796 million consensus, and adjusted EPS to 43 cents against 38 cents expected. A guidance beat of that size usually brings target increases through the day, and software stocks are drawing buyers as the tech sell-off eases.
Risk: A 20% gap may already price in most of the good news, so the stock could stall after the open.
From $286.97 at 9:30 AM:high 0.00% at 9:30 AMclose −4.08%day +12.58%Not yet - 7
JFrog (FROG)
Information technology · +23% to +27% pre-market (about $95)
+2.5% target
47% confidence
GuidanceJFrog raises full-year outlook: revenue $680–682 million vs $651.9 million expected, adjusted EPS $1.14–1.16 vs 98 cents — CNBC
JFrog lifted its full-year forecast to revenue of $680–682 million and adjusted EPS of $1.14–1.16, well above the $651.9 million and 98 cents analysts expected. A raise of about 4.5% on revenue tends to bring a wave of target increases that can extend the move during the session.
Risk: Up more than 20% on thin pre-market volume, the stock may give back part of the gap.
From $94.99 at 9:30 AM:high +7.32% at 11:51 AMclose +6.16%day +35.14% Reached +2.5% - 8
Becton Dickinson (BDX)
Health care · Upgraded before the open (pre-market move not confirmed)
+1.2% target
47% confidence
UpgradeWells Fargo upgrades Becton Dickinson to Overweight from Equal Weight — CNBC
Wells Fargo cites better execution, seen in the company's second-half fiscal 2026 outperformance. A medical-technology stock with little AI exposure can draw buyers on a volatile day, though upgrades of large, steady stocks usually lift them only 1% to 2%.
Risk: Health care stocks such as Amgen, GE HealthCare and Intuitive Surgical were down 2% to 3% before the open, which could weigh on the group.
From $209.29 at 9:30 AM:high +2.67% at 10:20 AMclose +2.13%day +0.09% Reached +1.2%
04
Questions
What stocks will go up today?
For Friday, November 6, 2026, the stocks with the strongest news-driven case to rise are Lam Research ($25 billion buyback, up nearly 11% before the open), Nvidia (rebounding about 4% after a 9% drop), Airbnb (third-quarter beat and a raised outlook), Moderna (2026 revenue outlook raised to 15%–25% growth), Micron, Cloudflare, JFrog and Becton Dickinson. We estimate each has about a 47%–56% chance of trading 1.2%–2.5% above its opening price today.
Which stocks are moving on earnings today?
Before the open on November 6, 2026, Airbnb rose about 13% after third-quarter earnings of $3.16 a share beat the $2.85 estimate; Cloudflare gained about 19% and JFrog about 23% on forecasts above estimates; Moderna rose nearly 10% after raising its 2026 revenue outlook. On the downside, DraftKings fell more than 20% after a wider loss, Atlassian dropped more than 18%, Five9 fell more than 17% and Axon dropped nearly 9% after missing estimates.
What stocks got upgraded today?
On November 6, 2026, Wells Fargo upgraded Becton Dickinson to Overweight, William Blair upgraded Appian to Outperform, Roth upgraded Centrus Energy to Buy, Seaport upgraded SiTime to Buy with a $425 target, JPMorgan upgraded SQM to Overweight and UBS upgraded JinkoSolar to Buy. Downgrades included TripAdvisor and International Flavors & Fragrances (both to Underperform at Bank of America), Molson Coors (Underweight at Wells Fargo) and BJ's Wholesale (Neutral at Citigroup).
Why is Lam Research stock up today?
Lam Research rose nearly 11% before the open on Friday, November 6, 2026, after its board approved a new $25 billion share repurchase authorization, on top of the remaining balance of its earlier program, and declared a $0.33 quarterly dividend. The news came a day after chip stocks led a 5.5% drop in the Nasdaq Composite, and semiconductor shares were rebounding before the open with Nasdaq-100 futures up 1.4%.
Why are chip stocks rebounding today?
Chip stocks such as Nvidia, Micron, AMD, Sandisk and Marvell rose before the open on November 6, 2026, after Thursday's rout, when the Nasdaq Composite fell 5.5%, Micron 17% and Nvidia more than 9% on worries that Democratic midterm wins will slow U.S. data-center construction. Bargain hunting, Bank of America's reiterated Buy on Nvidia and Nasdaq-100 futures up 1.4% supported the rebound, though a strong jobs report pushed Treasury yields higher.
05
Sources
- Stocks making the biggest moves premarket: Moderna, Airbnb, Cloudflare, Affirm & more — CNBC
- Friday's biggest analyst calls: Nvidia, SpaceX, Netflix, Apple, TripAdvisor, Molson Coors & more — CNBC
- U.S. economy added 165,000 jobs in October, way more than expected; unemployment rate slips to 4.1% — CNBC
- Stock market today: Live updates — CNBC
- Stock market today: Nasdaq futures rebound after brutal sell-off, Dow and S&P 500 wobble as US adds 165K jobs — Yahoo Finance
- Lam Research announces $25 billion share repurchase authorization and quarterly dividend (Form 8-K exhibit) — Lam Research / SEC
- Moderna third quarter 2026 financial results (Form 8-K exhibit) — Moderna / SEC
- Pre-market top gainers — StockAnalysis
06
How the stocks are picked and scored
- Every trading day at 9:00 AM ET, before the 9:30 AM open, we read last night’s and the morning’s company news — earnings and guidance, analyst upgrades, deals and contracts, product and regulatory news, index changes — and pick the 6–10 liquid US stocks most likely to rise that day.
- Each pick gets a target (the expected rise from the open to the day’s high) and a confidence (the chance of getting there), and we weigh the size of the surprise, the pre-market move and the market’s mood. Stocks under $5, thinly traded ones, and targets of cash takeovers are left out.
- Each list is measured from the moment it could be acted on: the 9:30 AM opening price, or the minute it went public if that was later. “To the high” is the rise from there to the session’s highest price; “to the close”, to the closing price. A pick reaches its target when its rise to the high is at least the target.
- Beside it, a second list picked only by the data: at 8:55 AM ET a screen reads every S&P 500 stock’s pre-market price and lists those matching setups tested on every gap day since 2016, with what each setup did then. It reads no news and stays empty when nothing matches; both lists are scored the same way so their records can be compared.
- The S&P 500 ETF (SPY) over the same minutes is shown as the bar to beat. Results are live while the market trades and final after the close; every past list stays online with its results.
Not investment advice
These are forecasts made from public news and prices, published for education and to keep an honest record of how such calls turn out. They are not recommendations to buy or sell anything, and a call that worked before can fail the next day. Decide with your own judgment, or with a licensed adviser.