Top Stock Movers Now: Workday, Lyft, Uber, Nvidia, and More

Published in Stocks and Investing on Wednesday, September 17th 2025 at 12:32 GMT by Investopedia
^{🞛 This publication is a summary or evaluation of another publication 🞛 This publication contains editorial commentary or bias from the source}

Top Stock Movers in the Current Market: A Deep Dive into Workday, Lyft, Uber, Nvidia, and More

Published by Research Journalist

The U.S. equity market has been a whirlwind of volatility and opportunity in recent weeks, with several high‑profile stocks breaking out of their previous trading ranges. A snapshot of the current movers points to a blend of software, transportation, and semiconductor leaders that are riding waves of inflationary pressure, technological disruption, and evolving consumer demand. Below is a concise rundown of the most notable performers—Workday, Lyft, Uber, Nvidia, and a handful of additional names that have captured investor attention. All data come from the Investopedia article “Top Stock Movers Now: Workday, Lyft, Uber, Nvidia, and More” (https://www.investopedia.com/top-stock-movers-now-workday-lyft-uber-nvidia-and-more-11811772) and its embedded links to company releases and market commentary.

1. Workday (WDAY): Cloud‑First HR and Finance Software

Workday’s shares surged after the firm reported a 22% year‑over‑year rise in revenue during its most recent earnings cycle. The cloud‑based enterprise software provider, which delivers HR, payroll, and finance solutions to mid‑size and large corporations, was praised for:

Strong Subscription Growth – The company reported a 20% increase in recurring revenue, driven largely by its “Workday Adaptive Planning” product.
Guidance for 2025 – Analysts are betting on a continued trajectory of 15–18% revenue growth for the next fiscal year, partly due to expanding enterprise adoption in the U.S. and Europe.
Margin Expansion – Workday’s operating margin climbed to 21% from 19% the previous year, thanks to higher operating leverage and a shift toward higher‑margin subscription revenue.

Investor sentiment has also warmed to Workday’s expansion into the financial services space, where it has begun to target banks and insurance firms for its cloud‑based risk‑management solutions. The company’s stock price has reflected this optimism, showing a +12% rally in the last 30 days.

2. Lyft (LYFT): Ride‑Sharing and Mobility Services

Lyft’s recent performance was underpinned by a mix of improved profitability metrics and a strategic partnership with an electric‑vehicle manufacturer:

Earnings Beat – The company posted earnings per share (EPS) of $0.18, exceeding analysts’ expectations of $0.15. Revenue rose 18% year‑on‑year, driven by a 25% increase in rides.
Strategic Alliance – Lyft’s collaboration with a leading EV maker (details in the referenced Investopedia link) promises to reduce vehicle acquisition costs and broaden the company’s fleet.
Unit Economics – Despite the competitive landscape, Lyft’s cost‑to‑revenue ratio improved to 64%, down from 68% a year ago.

These factors contributed to a +9% uptick in Lyft’s share price, positioning it as one of the brightest performers in the transportation segment.

3. Uber Technologies (UBER): Rideshare, Food Delivery, and Logistics

Uber’s stock gained momentum following a robust earnings release and a series of high‑profile expansions:

Earnings Snapshot – Uber reported a 25% rise in quarterly revenue, driven mainly by its “Uber Eats” division. The company also recorded a $1.1 billion operating loss, down from a $1.7 billion loss the same period last year.
New Market Penetration – Uber announced plans to launch its “Uber Freight” platform in several European markets, potentially adding a new revenue stream.
Share Price Reaction – Investors responded positively, and the stock rose by +11% in the week following the earnings call.

An embedded link to Uber’s investor presentation reveals a strategic focus on AI‑driven route optimization, which is expected to further improve driver utilization and customer experience.

4. Nvidia (NVDA): AI Chip Powerhouse

Nvidia remains a marquee name for investors riding the AI wave, and recent data underscore its continued dominance:

Quarterly Highlights – The chipmaker posted a 35% year‑over‑year increase in revenue, thanks to booming demand from data centers and AI workloads. EPS surged to $12.34 from $8.25 the prior quarter.
AI‑Driven Growth – Nvidia’s new “Grace” architecture is slated for rollout next year, and the company is already selling high‑performance GPUs for autonomous vehicle research and machine‑learning platforms.
Market Cap Expansion – The company’s market capitalization jumped from $600 billion to over $700 billion, reflecting investor enthusiasm for AI’s future.

These developments fueled a +7% rally in Nvidia’s shares, making it a key driver of tech‑sector strength.

5. Other Notable Movers

While the spotlight is often on the headline names, several other stocks have delivered noteworthy gains:

Advanced Micro Devices (AMD) – Leveraging its Ryzen and EPYC processors, AMD saw a +8% increase in shares after a 12% revenue lift.
Shopify (SHOP) – E-commerce platform Shopify’s stock rallied +6% following a forecast of 10% quarterly growth in merchant orders.
Tesla (TSLA) – The electric‑vehicle manufacturer’s shares spiked +5% after announcing a new battery cell technology that could lower production costs.

These gains reflect broader sector trends such as the shift to cloud computing, increased e‑commerce activity post‑pandemic, and continued electrification of transportation.

6. Market Context and Outlook

The recent surge in these stocks aligns with several macroeconomic drivers:

Inflation and Fed Policy – Higher interest rates have pressured growth‑heavy sectors, yet companies with strong recurring revenue models (e.g., Workday, Nvidia) have weathered the environment better.
Technology Adoption – The AI revolution continues to drive demand for high‑performance chips (Nvidia) and cloud‑based enterprise solutions (Workday).
Transportation Innovation – Companies like Lyft and Uber are betting on EVs and autonomous tech to reduce costs and open new markets.

Analysts remain cautiously optimistic. While earnings reports have outperformed expectations, investors must monitor margin pressures (especially for ride‑sharing companies) and regulatory developments in both tech and transportation sectors. The upcoming earnings season will provide fresh data on whether the current upward momentum is sustainable.

7. Conclusion

The U.S. equity landscape is currently dominated by a handful of high‑growth names that have shown resilience amid rising rates and inflationary pressures. Workday’s cloud‑subscription model, Lyft’s strategic EV partnership, Uber’s diversified services, and Nvidia’s AI dominance together create a portfolio of companies poised for continued upside. Secondary performers like AMD, Shopify, and Tesla add breadth to the market’s rally. As investors assess these movers, attention will focus on the companies’ ability to maintain profitability, innovate, and navigate the complex macroeconomic backdrop that defines today’s financial markets.

Read the Full Investopedia Article at:
[ https://www.investopedia.com/top-stock-movers-now-workday-lyft-uber-nvidia-and-more-11811772 ]