Friday turned into a solid day for U.S. markets, with the Dow Jones climbing roughly 150 points and a diverse group of stocks posting impressive gains. Leading the charge was Ross Stores Inc. (ROST), which proved that off-price retail still has plenty of momentum.
Ross Stores delivered a quarter that exceeded expectations on both the top and bottom lines. The discount retailer reported earnings of $1.58 per share, comfortably beating analyst estimates of $1.41. Revenue came in at $5.6 billion, topping the consensus estimate of $5.42 billion. The company sweetened the news by raising its full-year 2025 GAAP EPS guidance above analyst expectations, signaling confidence in its business trajectory.
Investors responded enthusiastically, pushing Ross Stores shares up 6.3% to $170.64. The results suggest that value-conscious consumers continue to find their way to off-price retailers even as the broader economic picture remains mixed.
Friday's Big Movers
Beyond Ross Stores, Friday's session featured a wide range of winners across multiple sectors. Here's who else caught investors' attention:
Enviri Corp (NVRI) absolutely dominated the day's gainers, skyrocketing 29.1% to $17.51. The catalyst? A massive $3.04 billion deal to sell its Clean Earth business to Veolia, coupled with plans to spin off its new Enviri operations. That's the kind of corporate restructuring news that can light a fire under a stock.
Datavault AI Inc (DVLT) jumped 12.9% to $1.96, while Herbalife Ltd (HLF) gained 11.6% to $10.76. Rxsight Inc (RXST) climbed 11.3% to $9.96, showing strength in the healthcare technology space.
Willscot Holdings Corp (WSC) surged 10.4% to $17.50 after catching an upgrade from Baird analyst Andrew Wittmann, who moved the stock from Neutral to Outperform and lifted his price target from $20 to $22. When analysts get more bullish, investors tend to follow.
Quidelortho Corp (QDEL) rose 10.1% to $23.46, adding to the healthcare sector's strong showing.
Housing Sector Shows Strength
Homebuilders had a particularly good Friday. Hovnanian Enterprises Inc (HOV) jumped 9.2% to $116.86, while Dream Finders Homes Inc (DFH) gained 8.5% to $19.19. LGI Homes Inc (LGIH) also rose 8.5% to $48.09, suggesting renewed optimism about the housing market despite elevated mortgage rates.
WW International Inc (WW) surged 8.8% to $22.99, bouncing back as the weight management company continues its turnaround efforts.
More Earnings Winners
Azenta Inc (AZTA) gained 8.7% to $32.61 after delivering quarterly results that exceeded analyst expectations. Strong earnings tend to get rewarded, and Azenta joined Ross Stores in that category on Friday.
BlueLinx Holdings Inc. (BXC) rose 8.6% to $58.01, while Adaptive Biotechnologies Corp (ADPT) climbed 7.8% to $17.59. Universal Logistics Holdings Inc (ULH) advanced 7.5% to $13.94, and Herc Holdings Inc (HRI) gained 7.1% to $128.46.
Friday's session demonstrated that when companies deliver results or news that exceeds expectations, the market still knows how to respond. From off-price retail to corporate restructurings to homebuilders, the gains were spread across enough sectors to suggest genuine investor appetite rather than a narrow rotation.