Weekly Winners | Super Micro Soars 34%; Lululemon Rallies 24%; Palantir Gains 14%; Tesla Jumps 13%

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This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.

Below are top 10 S&P 500 stock gainers for the week ended December 6:

Super Micro Computer Gets Extension to File Delayed Annual Report

Super Micro Computer shares soared 34.6% this week. The AI server maker said on Friday it has received an extension from the Nasdaq till Feb. 25 to file its delayed annual and quarterly reports.

Last month, Super Micro named BDO USA as its auditor and submitted a compliance plan to the stock exchange to file its annual and quarterly reports, after its listing came under threat when it failed to file its annual report in August.

The company in August cited a need to assess "its internal controls over financial reporting" for the delay, a day after Hindenburg Research disclosed a short position.

Super Micro said on Friday it expects to file all its required reports by Feb. 25, in order for the stock to remain listed on the Nasdaq.

Lululemon Raises Annual Forecasts Betting on Robust Holiday Sales

Lululemon Athletica increased its full-year revenue and profit forecasts on Thursday, betting on resilient demand for its athletic wear in the U.S. during the holiday shopping season. Shares of Lululemon up about 24.6% this week.

The company, like its peers, has had to keep its foot on the pedal when it comes to introducing fresh colors and prints for its leggings to keep consumers engaged.

"We are pleased with the start to our holiday season," Lululemon's CEO Calvin McDonald said, after the company also edged past market expectations for third-quarter revenue.

Palantir, Anduril Sign Partnership for AI Training in Defense

Data analytics firm Palantir Technologies and defense tech company Anduril Industries have partnered to use defense data for artificial intelligence training, the companies said on Friday. Shares of Palantir rose 13.8% this week.

The partnership will leverage Palantir's AI platform to structure, label and prepare defense data for training to deploy those models onto national security systems, while Anduril's systems will aid in the retention and distribution of government defense data.

Companies across sectors have increasingly shifted focus toward AI to automate their workflows. However, its application in defense is still nascent, as data needed to train models in the sector is sometimes sensitive.

Tesla Stock Climbs to Its Highest Level in Years

Tesla stock closed at $389.22 this week. Shares haven't closed that high since Jan. 3, 2022, when they closed at $399.93.

One thing that helped the shares on Thursday is Tesla’s purpose-built robotaxi. which it expects to start selling in 2026. Tesla has been showing off the Cybercab since unveiling it in October.

While the optimistic reports of analysts are another driving factor. BofA Securities analysts visited Giga Austin factory.

“The trip gave us increased confidence that TSLA is well-positioned to grow in 2025+ with its core EV business and launch of its robotaxi offering, and longer-term from its investments in Optimus,” lead analyst John Murphy wrote in a note to investors.

Murphy reiterated his Buy rating for Tesla and upped his price target to $400 from $350.

Ulta Beauty Raises Annual Profit Forecast

Cosmetics retailer Ulta Beauty raised its annual profit forecast on Thursday, signaling a bounce back in demand for perfumes and makeup during the holiday shopping season. ULTA shares up more than 10% this week.

The company has seen strong engagement from younger shoppers who are on the look out for both mass products and prestige brands such as Elf Beauty and Clinique by Estee Lauder, respectively, for the holidays.

The retailer, which sells perfumes and makeup, also slightly nudged the lower end of its annual sales forecast.

The company now expects annual sales to be between $11.1 billion and $11.20 billion, compared with its prior expectation of $11 billion to $11.20 billion.

Salesforce Shares Soared 10% As Third-Quarter Revenue Beats on Strong Cloud Demand

Salesforce beat Wall Street estimates for third-quarter revenue on Tuesday and raised the lower end of its annual revenue forecast, helped by robust spending on its enterprise cloud portfolio. Salesforce shares are up 10% this week.

Client spending on Salesforce's software products and data cloud has remained healthy as companies seek to streamline and enhance their corporate workflows and process large quantities of data while integrating artificial intelligence.

The company's revenue for the third quarter rose 8% to $9.44 billion, beating the average analyst estimate of $9.35 billion, according to data compiled by LSEG.

Salesforce has been betting big on its new Agentforce product to help reinvigorate growth rates, joining other tech companies such as Microsoft in developing AI agents that can autonomously complete tasks.

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