First Solar, Viavi Solutions, Orion, Limbach, and Oshkosh Stocks Trade Up, What You Need To Know

Kayode Omotosho

Sat, February 21, 2026 at 6:25 AM GMT+9 3 min read

In this article:

•                                       StockStory Top Pick 
  

  FSLR

  +3.68%

 OSK  

 +2.95%  

 

 

 ORN  

 +2.89%  

 

 

 LMB  

 +2.99%  

 

 

 VIAV  

 +4.56%  

What Happened?

A number of stocks jumped in the afternoon session after the U.S. Supreme Court struck down tariffs imposed by the Trump administration, a move expected to lower costs for manufacturers.

In a 6-3 decision, the court ruled that the administration’s use of the International Emergency Economic Powers Act of 1977 to justify the tariffs was not applicable. The removal of these tariffs is expected to reduce the cost of imported parts, materials, and equipment, which are crucial inputs for many U.S.-based manufacturing companies. Economists suggest this will alleviate budget pressures on these firms and could also reduce broader inflation concerns, potentially paving the way for accelerated interest rate cuts by the central bank. The ruling is seen as particularly beneficial for small and medium-sized businesses, which have shouldered much of the financial burden from the import duties.

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:

Renewable Energy company First Solar (NASDAQ:FSLR) jumped 2.9%. Is now the time to buy First Solar? Access our full analysis report here, it’s free.

Inspection Instruments company Viavi Solutions (NASDAQ:VIAV) jumped 3.9%. Is now the time to buy Viavi Solutions? Access our full analysis report here, it’s free.

Construction and Maintenance Services company Orion (NYSE:ORN) jumped 2.7%. Is now the time to buy Orion? Access our full analysis report here, it’s free.

Construction and Maintenance Services company Limbach (NASDAQ:LMB) jumped 2.7%. Is now the time to buy Limbach? Access our full analysis report here, it’s free.

Heavy Transportation Equipment company Oshkosh (NYSE:OSK) jumped 3.6%. Is now the time to buy Oshkosh? Access our full analysis report here, it’s free.

Zooming In On Viavi Solutions (VIAV)

Viavi Solutions’s shares are somewhat volatile and have had 13 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 14 days ago when the stock gained 5% on the news that 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.

Story Continues  

Viavi Solutions is up 52.9% since the beginning of the year, and at $27.76 per share, has set a new 52-week high. Investors who bought $1,000 worth of Viavi Solutions’s shares 5 years ago would now be looking at an investment worth $1,668.

Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report, it’s free.

Terms and Privacy Policy

Privacy Dashboard

More Info