Custom Truck One Source, Terex, MYR Group, Alta, and Graham Corporation Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after a softened tone from President Donald Trump on U.S.-China relations boosted investor sentiment.
The positive shift followed a weekend post on Truth Social where Trump stated, "Don't worry about China, it will all be fine!" and expressed a desire to help rather than hurt the country's economy. This statement provided significant relief to markets that had ended the prior week with steep losses. In response, the Nasdaq Composite jumped 2.2%, the S&P 500 gained 1.6%, and the Dow Jones Industrial Average closed 1.3% higher, as investors' fears of escalating trade tensions subsided.
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:
- Specialty Equipment Distributors company Custom Truck One Source
CTOS jumped 4.3%. Is now the time to buy Custom Truck One Source? Access our full analysis report here, it’s free for active Edge members. - Construction Machinery company Terex
TEX jumped 4.4%. Is now the time to buy Terex? Access our full analysis report here, it’s free for active Edge members. - Construction and Maintenance Services company MYR Group
MYRG jumped 4.4%. Is now the time to buy MYR Group? Access our full analysis report here, it’s free for active Edge members. - Specialty Equipment Distributors company Alta
ALTG jumped 2.6%. Is now the time to buy Alta? Access our full analysis report here, it’s free for active Edge members. - Engineered Components and Systems company Graham Corporation
GHM jumped 4.6%. Is now the time to buy Graham Corporation? Access our full analysis report here, it’s free for active Edge members.
Zooming In On Graham Corporation (GHM)
Graham Corporation’s shares are very volatile and have had 23 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 6 days ago when the stock dropped 3.3% on the news that the stock fell amid a broader market downturn that saw major indexes retreat after hitting new records. The S&P 500 and the tech-heavy Nasdaq both pulled back after touching fresh all-time highs during the trading session. This reversal suggested a pause in the market's recent upward momentum.
Overall market sentiment was mixed as investors weighed several factors. An ongoing government shutdown continued to create uncertainty. At the same time, some technology stocks had recently benefited from enthusiasm around artificial intelligence deals. With no specific news released by Graham Corporation, its decline appeared to be tied to the wider market sell-off as traders took some profits off the table.
Graham Corporation is up 31% since the beginning of the year, and at $57.83 per share, it is trading close to its 52-week high of $57.86 from October 2025. Investors who bought $1,000 worth of Graham Corporation’s shares 5 years ago would now be looking at an investment worth $4,131.
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