3 ASX 200 stocks storming higher in this week's falling market

These three ASX 200 stocks are leaping higher this week despite the broader market retrace. But why?

| More on:
Man leaps as he runs along the street.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Greatland Resources and Emerald Resources rallied with 6% and 8.7% increases, respectively, rebounding from a prior gold stock sell-off as the gold price stabilised.
  • Analysts like Saxo Bank's Ole Hansen suggest the recent pause in gold prices is temporary, with expectations for a continued bull run as drivers of the current rally are expected to re-emerge, potentially making 2026 significant for gold.
  • Light & Wonder led gains with a 14.5% share price increase, driven by strong quarterly results, including a 70% rise in net income, and an expanded US$1.5 billion share buyback program that now includes its ASX-listed CDIs.

With just half a day of trade left in the week, the S&P/ASX 200 Index (ASX: XJO) is down 0.8% since last Friday's close, despite the best lifting efforts of these three surging ASX 200 stocks.

Which stocks are bucking the selling trend and storming higher?

I'm glad you asked!

ASX 200 stocks charging higher

The first two companies leaping ahead in this week's slumping market are Greatland Resources Ltd (ASX: GGP) and Emerald Resources NL (ASX: EMR), both ASX 200 gold stocks.

Greatland Resources shares closed last Friday, trading for $7.13, and are currently trading for $7.56. That sees the Greatland Resources share price up 6%.

Emerald Resources also is enjoying a strong run this week. Shares closed last week at $4.74 and are currently changing hands for $5.15 each, up 8.7% for the week.

There was no fresh price-sensitive news out from either of the ASX 200 stocks this week, with both having reported their third-quarter updates last week.

But it appears both gold miners are rebounding from the broader sell-off in gold stocks that accompanied the 10% decline in the gold price from its all-time highs last week. Currently at US$3,999 per ounce, the gold price has been fairly stable this week. And a number of analysts are forecasting that the yellow metal's bull run has a way to run yet.

According to Saxo Bank's head of commodity strategy, Ole Hansen:

Gold's pause still looks like a breather, not a breakdown. Seasonal softness, temporary Chinese policy noise, and a firmer [US] dollar explain the short-term retreat, but none change the longer-term narrative.

The same forces that fuelled this year's rally … are likely to reassert themselves, making the next meaningful leg higher a 2026 story.

Leading the pack

Which brings us to the best performing ASX 200 stock on my list for the week, Light & Wonder Inc (ASX: LNW).

Shares in the multinational gaming company closed last week trading for $109.47. In afternoon trade today, shares are changing hands for $125.35 apiece.

This sees the Light & Wonder share price up 14.5% in this week's falling market.

There was plenty going on with the company this week, with Light & Wonder reporting its September quarterly results on Thursday and announcing an extension of its US$1.5 billion (AU$2.3 billion) share buyback to also encompass its CHESS Depositary Interests (CDIs) on the ASX.

The ASX 200 stock announced the expansion of its share repurchase program from US$1 billion to US$1.5 billion on 31 July.

Highlights from the September quarterly results included a 70% year-on-year increase in net income to US$114 million.

And on the bottom line, Light & Wonder's adjusted net profit after tax and amortisation (NPATA) increased by 25% from Q3 2024 to US$153 million.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Light & Wonder. The Motley Fool Australia has recommended Light & Wonder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Share Gainers

Concept image of a businessman riding a bull on an upwards arrow.
Share Gainers

4 ASX 200 stocks smashing the benchmark this week

Investors have been bidding up these four ASX 200 stocks this week. But why?

Read more »

A man clenches his fists in excitement as gold coins fall from the sky.
Share Gainers

Why Capstone Copper, Catalyst Metals, DroneShield, and Wildcat shares are rising today

These shares are having a strong finish to the week. But why?

Read more »

A man in a cardboard rocket ship and helmet zooms across the salt flats.
Materials Shares

Guess which surging ASX All Ords lithium share is smashing the benchmark again today

Investors are piling into this surging ASX lithium share again on Friday. But why?

Read more »

Ten happy friends leaping in the air outdoors.
Share Gainers

Here are the top 10 ASX 200 shares today

It was yet another positive day for Australian investors.

Read more »

A woman is excited as she reads the latest rumour on her phone.
Share Gainers

Why BHP, BlueScope, Catalyst Metals, and Ryman shares are storming higher today

These shares are having a better day than most on Thursday. What's going on?

Read more »

Winning woman smiles and holds big cup while losing woman looks unhappy with small cup
Share Gainers

Here are the top 10 ASX 200 shares today

It was a happy hump day for ASX shares.

Read more »

Two happy excited friends in euphoria mood after winning in a bet with a smartphone in hand.
Share Gainers

Why EBR Systems, Endeavour, Monadelphous, and Neuren shares are racing higher today

These shares are having a good session on Wednesday. But why?

Read more »

A woman in a business suit sits at her desk with gold bars in each hand while she kisses one bar with her eyes closed. Her desk has another three gold bars stacked in front of her. symbolising the rising Northern Star share price
Gold

Titan Minerals shares leaping 14% on Wednesday on 'spectacular' gold results

Investors are piling into Titan Minerals shares today following 'phenomenal' gold exploration results.

Read more »