Unity Software Gains 36.6% in Week as Lumentum, Seagate and Marvell Fall 35.9%, 28.5% and 28.1%

1What happened last week

Unity Software Inc. (U) rose 36.6% in the week ended Friday, November 6, 2026, while Lumentum Holdings Inc. (LITE), Seagate Technology Holdings plc (STX) and Marvell Technology, Inc. (MRVL) fell. These were the four largest moves among large U.S. companies, and each stock had its biggest single day on Nov. 5.

The list draws on the 359 companies with a market value of $20 billion or more at Friday's close, where market value means what all of a company's shares are worth at the current price. Companies are ranked by the size of the move from the prior Friday's close to this Friday's close.

The table shows each stock's close on the prior Friday and on Nov. 6, its change over the week and its biggest single day.

2Unity Software

Unity published its third quarter results release, a company's public statement of its latest quarterly results, at 7:01 a.m. ET before the open on Nov. 5. Revenue was $622 million, compared to $471 million in the third quarter 2025. GAAP net income, which is profit under standard U.S. accounting rules, was $122 million, compared to a net loss of $127 million in the third quarter of 2025.

Adjusted EBITDA, a profit measure that leaves out items such as stock pay, interest and taxes, was $257 million. For the fourth quarter of 2026, Unity gave guidance, a range for its own results that a company says it expects, of Adjusted EBITDA of $290 million to $295 million.

Unity's stock closed at $51.49 on Nov. 6, after $37.70 the Friday before, a gain of 36.6%. Its biggest day was Nov. 5, the day of the release, when it rose 14.9% to close at $48.80. After its four prior results releases, the stock rose 15.1% on Aug. 6, fell 2% on May 7, fell 26.3% on Feb. 11 and rose 18.1% on Nov. 5, 2025.

The Market Eyes rating for Oct. 30 read Highest Conviction with a score of 73. The rating for Nov. 6 read Hold with a score of 62.

3Lumentum

Lumentum published results for its fiscal first quarter, the three months ended September 26, 2026, in a release at 7:12 a.m. ET before the open on Nov. 2. Net revenue was $1.26 billion, compared with $533.8 million in the first quarter of fiscal year 2026. GAAP net income was $360.3 million.

Lumentum's guidance for the second quarter of fiscal year 2027 is net revenue of $1.575 billion to $1.625 billion. On the same day, Lumentum and Marvell announced an agreement for Marvell to acquire Lumentum, covered in the Marvell section below.

Lumentum's stock closed at $538.59 on Nov. 6, after $840.70 the Friday before, a fall of 35.9%. On Nov. 2, the day of the release, it fell 18.6%, and its biggest day was Nov. 5, when it fell 18.7% to close at $509.70. After its four prior results releases, which came after the close, the stock rose 13.6% on Aug. 12, fell 5.1% on May 6, rose 7% on Feb. 4 and rose 23.6% on Nov. 5, 2025.

The Market Eyes rating for Oct. 30 read Highest Conviction with a score of 71. The rating for Nov. 6 read Hold with a score of 56.

4Seagate Technology

Seagate had no results release that week, and this note gives no reason for the move in its stock. The stock closed at $460.99 on Nov. 6, after $644.58 the Friday before, a fall of 28.5%. Its biggest day was Nov. 5, when it fell 16.3% to close at $466.53.

After its four prior results releases, the stock rose 4.5% on Oct. 28, 2.3% on July 29, 11.1% on April 29 and 19.1% on Jan. 28. Each of those reports came after the close, and the moves are from the next session.

The Market Eyes rating on record for Seagate is dated Oct. 28 and reads Hold with a score of 60. The record at the end of the week is the same snapshot, so it shows no change.

5Marvell Technology

Marvell published a release at 8:06 a.m. ET before the open on Nov. 2. It announced a signed agreement for Marvell to acquire Lumentum in an all-stock deal, meaning Marvell pays with its own shares. Lumentum holders would receive 4.500 shares of Marvell common stock for each Lumentum share, and the release says Marvell holders would own approximately 67% and Lumentum holders approximately 33% of the combined company.

The release says the deal is expected to close in the first half of calendar year 2028, subject to approval by stockholders and regulators. It also gave preliminary revenue for the fiscal third quarter of 2027, meaning early figures that are not yet final. Marvell said that revenue was consistent with its prior guidance, keeping the midpoint and narrowing the expected range to plus or minus 2%, from plus or minus 5%.

Marvell's stock closed at $141.20 on Nov. 6, after $196.40 the Friday before, a fall of 28.1%. On Nov. 2, the day of the release, it fell 12.7%, and its biggest day was Nov. 5, when it fell 16.4% to close at $133.55. After its four prior results releases, which came after the close, the stock fell 10.3% on Aug. 28, rose on May 28, rose 18.4% on March 6 and rose 7.9% on Dec. 3, 2025.

The Market Eyes rating for Oct. 30 read Hold with a score of 55. The rating for Nov. 6 read Hold with a score of 56.

6What a Market Eyes rating is

A Market Eyes rating is a read of a company on eight factors at one point in time. Each read is recorded and graded in public.

A rating describes conditions on the day it was recorded. It is not a forecast and not advice, and a tier name such as Hold is the name of a tier, not an instruction.

7Words in this note

• Market value: what all of a company's shares are worth at the current price.
• Results release: a company's public statement of its latest quarterly results.
• Guidance: a range for its own results that a company says it expects for a coming period.
• GAAP net income: profit under standard U.S. accounting rules.
• Adjusted EBITDA: a profit measure that leaves out items such as stock pay, interest and taxes.