Stocks making the biggest moves midday: Bank stocks, Netflix, Duolingo, AES, Sunrun and more
Check out some of the companies making the biggest moves midday: Netflix , Paramount Skydance , Warner Bros. Discovery — Netflix shares climbed 10% after the streaming service declined to raise its bid for Warner, and match a new bid from Paramount. Warner dipped 2%, while Paramount soared 18%. Bank stocks — Several bank stocks dropped Friday amid fears they could face losses tied to the collapse of UK mortgage provider Market Financial Solutions. Bloomberg reported Barclays, Jefferies, Santander, Wells Fargo and Apollo Global’s Atlas SP Partners are among MFS’ lenders. The news comes as investors already were grappling with worries over exposure to private financial markets. Barclays shares were down about 4%, Jefferies fell almost 8%, Wells Fargo shed 5% and Apollo lost 7%. Duolingo — The language learning app fell 14% after issuing weaker-than-expected guidance for the first quarter and full year 2026. For Q1, Duolingo sees revenue around $288.5 million, below the FactSet consensus of $291.4 million. For the full year, the company sees its topline around $1.197 billion and $1.221 billion, below the $1.26 billion estimate. Brinks — The cash management provider slid 17% after agreeing to buy NCR Atleos for almost $7 billion in cash and stock , and giving a first-quarter earnings per share forecast which at the midpoint would meet analyst estimates. Fourth quarter profits and revenue handily topped Street expectations. NCR jumped almost 10%. Block — Payment company Block said Thursday it’s firing more than 4,000 employees , or about half of its headcount, while fourth-quarter earnings and revenue and first-quarter guidance exceeded analyst estimates. Block soared 14% in response. Elastic NV — The data analytics company slumped 15% after fiscal third-quarter earnings and revenue, and fiscal fourth-quarter earnings and revenue guidance, all topped Wall Street analyst projections. “Next-Q guidance underwhelmed with some focus on cloud-growth deceleration,” FactSet’s StreetAccount service said. AES — The utility’s shares jumped more than 8% after Bloomberg reported it was in advanced talks to be acquired by BlackRock-owned Global Infrastructure Partners and equity firm EQT AB. The report, which cited people familiar with the discussions, said the deal could be announced as soon as next week, but a final agreement hasn’t yet been reached. Dentsply Sirona — The maker of dental products jumped 14% after fourth-quarter revenue exceeded analyst estimates, it announced a restructuring plan and eliminated its quarterly dividend. Sunrun — The solar stock collapsed nearly 32%. While Sunrun’s fourth-quarter earnings topped expectations, investors were disappointed in the company’s cautious outlook for the year. Sunrun expects cash generation to be in a range of $250 million to $450 million for the full year, excluding potential investment related to safe harbor strategies. Shares have risen 74% in the last year. Dell Technologies — Dell shares soared 22% on the back of strong fourth-quarter results. Dell earned $3.89 per share, on an adjusted basis, for the period, while analysts polled by LSEG expected $3.53 per share. The company’s revenue of $33.38 billion also exceeded analysts’ estimate of $31.73 billion, per LSEG. Zscaler — Shares of the cloud security company fell 15%. Zscaler’s deferred revenue for the second quarter came in at $2.36 billion, while the StreetAccount consensus sought $2.45 billion. Billings also missed the mark, landing at $819.8 million, while analysts were looking for $893.3 million. CoreWeave – Shares of the cloud infrastructure company tumbled 19%. CoreWeave reported adjusted earnings before interest, taxes, depreciation and amortization of $898 million in the fourth quarter, short of the $929.1 million anticipated by analysts polled by LSEG. First quarter revenue guidance also missed the mark. Rocket Lab — The space company slid 8%. The company called for an adjusted loss before interest, taxes, depreciation and amortization of $21 million to $27 million in the first quarter, wider than the forecast loss of $17 million, per FactSet. Autodesk — The software company rose saw shares tick up 5%. Autodesk issued guidance that surpassed the Street’s estimates, calling for full-year revenue in range of $8.10 billion to $8.17 billion, while the LSEG consensus sought $7.97 billion. Top- and bottom-line results in the fourth quarter also topped expectations. Flutter Entertainment — The online sports betting stock declined 15% after Flutter’s fourth-quarter adjusted earnings and revenue missed expectations. The company’s forecast for its full-year results also disappointed, with Flutter now expecting full-year revenue to come out between $17.75 billion and $19.05 billion, lower than the $19.28 billion expected by analysts polled by FactSet. Mara Holdings — Shares surged 8% after the digital asset miner said Thursday it signed a deal with Starwood Capital Group to convert and expand some of its bitcoin mining sites into artificial intelligence data centers. The companies expect to deliver roughly one gigawatt of near-term IT capacity with a pathway to more than 2.5 gigawatts in the future, they said in a statement . — CNBC’s Liz Napolitano, Christina Cheddar-Berk, Michelle Fox, Fred Imbert and Pia Singh contributed reporting
