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Post Close Sector Read

Sector pulse: Healthcare vs Communication Services (3.15% spread) - Eli Lilly (LLY)

Sector ranking shows Healthcare near the top and Communication Services near the bottom. The current spread is 3.15%, with rotation concentrated in a narrow set of names.

Feb 23, 2026Slot (ET): 2026-02-23 16:50 ETSession: post-closeUpdated dailyTrigger: Healthcare leads while Communication Services lags with 3.15% spread4 companies in focus
Back to analytics feedExplore companies
sector rotationhealthcarecommunication servicesequity sectors
Analyst commentary

What moved and why

Session breadth: 10 gainers vs 24 decliners. High-volume names: 10. Average move: -1.38%.

News catalysts

LLYNovo Nordisk selloff continues as stock gets hit with rating downgradesYahoo FinanceNFLXTrump Demands Susan Rice's Removal, Macron Responds On Leaked Texts, Tariffs And More: This Week In PoliticsBenzingaORCLDemolition work begins on Oracle Corp. Nashville HQ campusYahoo Finance

Spread snapshot

Healthcare is averaging 1.11% while Communication Services is averaging -2.04%.

When this gap widens, portfolios usually reward relative-value positioning over broad beta.

Name-level confirmation

Leaders in Healthcare are carrying most of the upside, while names in Communication Services are contributing to downside breadth.

The key test is whether leadership expands beyond the first two names.

  • LLY: 4.48%
  • UNH: -2.26%
  • NFLX: -3.02%
  • DIS: -1.06%

What to monitor

If lagging sectors stabilize on volume, this rotation can cool quickly.

If leaders keep expanding breadth, the rotation can persist into the next session.

News catalysts in focus

Recent headline flow for LLY supports this setup: Novo Nordisk selloff continues as stock gets hit with rating downgrades. This is treated as a likely driver, pending follow-through confirmation.

A second catalyst from NFLX (Benzinga) helps frame whether this move has broad confirmation or remains a single-name event.

  • LLY: Novo Nordisk selloff continues as stock gets hit with rating downgrades (Yahoo Finance, 2026-02-24, 2h ago)
  • NFLX: Trump Demands Susan Rice's Removal, Macron Responds On Leaked Texts, Tariffs And More: This Week In Politics (Benzinga, 2026-02-22, 50h ago)
  • ORCL: Demolition work begins on Oracle Corp. Nashville HQ campus (Yahoo Finance, 2026-02-24, 1h ago)

Seven-day trend

Market breadth
Feb 13
Feb 17
Feb 18
Feb 19
Feb 20
Feb 23
GainersDeclinersHigh volume
Recent sessions table
DateGainersDeclinersHigh volumeAvg move
Feb 18, 202616910+0.10%
Feb 19, 202671510-0.32%
Feb 20, 2026151610-0.14%
Feb 23, 2026102210-1.00%

Top gainers

Momentum
LLY
+4.48%
WMT
+2.68%
PEP
+2.32%
XOM
+2.17%

Top decliners

Risk pockets
IBM-12.34%
ORCL-5.16%
ADBE-4.50%
CRM-4.00%

Sector rotation

Relative strength
Technology-4.66%
Services-Prepackaged Software-4.50%
National Commercial Banks-3.99%
Financials-3.42%

Markets in focus

Country concentration
US-1.38%
Companies in focus

Tickers linked to this briefing

Direct links to company profiles with market chart, filings, and news signals.

LLY | US

ELI LILLY & Co

$1,056.78 | +4.48% | vol 3.7M

UNH | US

UNITEDHEALTH GROUP INC

$282.22 | -2.26% | vol 6.4M

NFLX | US

NETFLIX INC

$76.21 | -3.02% | vol 34.1M

DIS | US

Walt Disney Co

$104.41 | -1.06% | vol 9.2M

Methodology

Transparency
  • Coverage universe: 35 liquid public tickers tracked for 2026-02-23.
  • Publication mode: post-close. Reports are generated only when the corresponding market window is valid.
  • Ranking combines absolute move, relative volume, market breadth, and sector dispersion.
  • Each draft is checked against trigger logic and edited for readability before publication.
  • Method notes are intentionally high-level and avoid implementation-specific source details.

Disclaimer: This content is provided for informational purposes only and does not constitute investment, financial, legal, or tax advice. It is not an offer or solicitation to buy or sell any security. Market data may be delayed, incomplete, or inaccurate. Past performance is not indicative of future results. Always do your own research and consult a licensed financial adviser before making investment decisions.