Gartner, Eli Lilly, and The Trade Desk were among the top 10 large-cap stock losers during the week of August 4–8, 2025. The declines were attributed to weak financial results and disappointing guidance across sectors including ad-tech, cybersecurity, AI hardware, and pharmaceuticals. Key companies such as The Trade Desk, Figma, Gartner, Fortinet, Super Micro Computer, Vertex Pharmaceuticals, Twilio, Snap, and Venture Global all reported earnings or guidance that fell short of expectations, leading to significant price drops. Eli Lilly also saw a decline following its Phase 3 trial results. Venture Global received regulatory approval to expand its LNG capacity, though this did not offset its stock drop. The article prompts investors to assess whether any of these stocks are part of their portfolios.

William Blair has reiterated an Outperform rating on Twilio (NYSE:TWLO), citing its growth acceleration, margin expansion potential, and attractive valuation. The company reported 13% year-over-year revenue growth in Q2 2025, surpassing estimates, and announced new platform features. Analysts like Goldman Sachs and JMP Securities also expressed confidence in Twilio's future prospects.

On Friday, Tesla Motors and Palantir Technologies Inc experienced significant upward momentum in the stock market, with Tesla rising 2.96% and Palantir increasing by 2.77% due to its participation in the FedStart program for federal compliance. Google Inc also gained 2.34%. Other large-cap stocks saw notable movements, including Gilead Sciences rising 8.47% following a buy rating upgrade, Natera gaining 14.31% on revenue exceeding expectations, and Doximity rising 12.45%. Trade Desk and Twilio faced sharp declines due to downgrades and earnings misses. Mid-cap stocks showed mixed results, with SoundHound AI and Sotera Health rising on strong revenue performance, while several others, including Sezzle, Grindr, and Goodyear, declined due to earnings shortfalls. Small-cap stocks exhibited volatility, with LegalZoom, Dehaier Medical, and Apollo Medical posting strong gains, while Sweetgreen and VTEX saw significant drops due to weak sales and growth outlooks.

The article recommends buying Twilio (TWLO) stock due to its strong Q2 performance, improved guidance, and attractive valuation at 14x forward FCF, despite the S&P 500 being near all-time highs.

Friday's market saw significant stock movements with Tesla and Palantir leading gains, while Trade Desk and Twilio faced steep declines. Key factors included revenue surges, earnings reports, and analyst upgrades/downgrades.