Stock Movers Haliburton Rises, Meta Drops, Carnival Down After 2Q Guidance
Mar 27, 2026
Markets react to oilfield services strength after an upbeat analyst update. Tech stocks wobble amid AI spending worries and a liability verdict raising regulatory fears. Cruise operator cuts full-year EPS guidance and cites higher fuel costs while unveiling a large share buyback.
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Halliburton Seen As Resilient To Middle East Disruptions
- Halliburton avoided major 1Q earnings impact from the Iran war compared with peers.
- JPMorgan raised HAL's price target to $40 citing maintained guidance for Saudi Arabia and North America despite regional disruptions.
Meta Shares Slip After Addiction Verdict And AI Worries
- Meta shares fell on concerns about AI spending and a verdict finding Meta and Google liable in a social media addiction trial.
- Bloomberg Intelligence noted the decision wasn't unanimous, so the verdict may not cause material business impact depending on appeals.
Carnival Outlook Miss Pushes Shares Lower
- Carnival beat Q1 EPS but issued a weaker outlook, sending shares lower.
- Carnival forecast full-year adjusted EPS of about $2.21 versus $2.35 expected and flagged higher Q2 fuel costs of $610 million versus $539 estimate.