Stock Movers Novo Nordisk Falls; Palantir, FedEx Shares Rise
Feb 3, 2026
Natalia Kenijevich, a Bloomberg equities reporter who delivers data-driven stock commentary. She breaks down Palantir’s upbeat 2026 revenue guide and its market rally. She outlines Novo Nordisk’s sales warning amid GLP-1 competition and U.S. price pressure. She also covers NXP’s softer auto recovery and FedEx’s analyst-driven share lift.
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Palantir's Big Revenue Upside
- Palantir beat expectations with a fiscal-2026 revenue forecast implying 61% growth to ~$7.19 billion.
- Analysts highlighted unusually strong revenue and free cash flow that may justify its valuation, per Natalia Kunijevich.
Novo Nordisk Sees Sales Down
- Novo Nordisk warned sales will fall as Ozempic and Wegovy face tougher competition and U.S. drug-price pressure.
- The company expects constant-currency sales to drop 5%–13%, much worse than analyst forecasts, per Natalia Kunijevich.
Auto Weakness Hits NXP
- NXP reported guidance in line with expectations but flagged slower-than-expected growth in its automotive segment.
- The auto recovery matters because it makes up about half of NXPI's revenue and customers had stockpiled inventory during the pandemic.