What Happened?
A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.
This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Waste Management company Montrose (NYSE: MEG) jumped 5%. Is now the time to buy Montrose? Access our full analysis report here, it’s free.
- Agricultural Machinery company Titan International (NYSE: TWI) jumped 5.2%. Is now the time to buy Titan International? Access our full analysis report here, it’s free.
- Engineered Components and Systems company Enpro (NYSE: NPO) jumped 5.3%. Is now the time to buy Enpro? Access our full analysis report here, it’s free.
- Heavy Transportation Equipment company Oshkosh (NYSE: OSK) jumped 5.2%. Is now the time to buy Oshkosh? Access our full analysis report here, it’s free.
- Maintenance and Repair Distributors company VSE Corporation (NASDAQ: VSEC) jumped 5.3%. Is now the time to buy VSE Corporation? Access our full analysis report here, it’s free.
Zooming In On VSE Corporation (VSEC)
VSE Corporation’s shares are quite volatile and have had 18 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 8 days ago when the stock gained 4.7% on the news that the company agreed to acquire Precision Aviation Group (PAG) for approximately $2.025 billion and released strong preliminary financial results.
The deal consisted of $1.75 billion in cash and $275 million in equity. This move was expected to be transformational, with projections showing a 50% increase in revenue, expanded global reach, and improved profit margins. The company also anticipated achieving over $15 million in annualized cost savings from the combination. Alongside the acquisition news, VSE Corporation shared its preliminary results for the fourth quarter and fiscal 2025. It forecasted fourth-quarter revenue between $290 million and $304 million and full-year revenue from $1.1 billion to $1.15 billion.
VSE Corporation is up 10.3% since the beginning of the year, and at $200.01 per share, it is trading close to its 52-week high of $218.57 from January 2026. Investors who bought $1,000 worth of VSE Corporation’s shares 5 years ago would now be looking at an investment worth $5,715.
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