Check out the companies making headlines before the bell: Moderna — Shares tumbled 10% after the pharma giant said the Food and Drug Administration refused to review its application for an experimental flu shot, mRNA-1010. Moderna said it has requested a meeting with the FDA to “understand the path forward.” Humana — The health insurance company slid 6.7%, even after reporting a beat on both profit and revenue in its most recent earnings. Humana reported a fourth-quarter loss of $3.96 per share, on an adjusted basis, on revenues of $32.52 billion. Analysts polled by LSEG had expected a per-share loss of $4.01 on revenues of $32.08 billion. Generac — The energy technology solutions provider jumped nearly 6% despite its fourth-quarter earnings missing Wall Street expectations. In a press release, CEO Aaron Jagdfeld explained that while shipments of home standby and power generators slowed, the company’s presence in the data center market grew. He expects Generac’s position as a key supplier to hyperscalers to add to the company’s backlog in the coming quarters. Avantor — The provider of products and services to the life sciences industry more than 11% after issuing fiscal year 2026 earnings guidance in the range of 77 cents to 83 cents, far below the FactSet consensus estimate of 90 cents earnings per share. Mattel — The toy manufacturer tumbled 28% after posting fourth-quarter adjusted earnings of 39 cents per share, lower than FactSet’s estimates of 54 cents. Mattel’s $1.77 billion revenue also came in below the expected $1.84 billion. Mattel’s guidance also came well below Street estimates, with the firm seeing adjusted earnings for the year in between $1.18 and $1.30 versus the consensus estimate of $1.77. Citigroup and JPMorgan Chase both downgraded the stock. Lyft — The ride-sharing company dropped 17% after reporting bookings in the fourth quarter of $5.07 billion, in line with FactSet consensus expectations. Lyft called for first-quarter adjusted EBITDA in a range of about $120 million to $140 million, versus the consensus call for $139.8 million. Ford Motor — The automaker advanced 1.6% after posting fourth quarter automotive revenue of $42.4 billion, better than the LSEG consensus estimate for $41.83 billion. However, Ford reported its widest quarterly earnings miss in four years, with profits of 13 cents per share on an adjusted basis versus the 19 cents per share anticipated. Cloudflare — The cloud network company rallied 14% after sharing a rosy first-quarter revenue outlook. Cloudflare sees revenue ranging from $620 million to $621 million, higher than the $614 million LSEG consensus estimate. Full-year revenue also came in ahead of expectations. The company beat analysts’ estimates for the fourth quarter on the top and bottom lines. Zillow Group — Shares fell 5% after the home-finding platform called for first-quarter adjusted EBITDA to range from $160 million to $175 million, while analysts polled by FactSet sought $183.7 million. In the fourth quarter, Zillow posted adjusted earnings of 39 cents a share, compared to the LSEG consensus estimate of 40 cents per share. Revenue for the period beat, however, coming in at $654 million versus the $650 million estimate. Kraft Heinz — Shares dropped 6.4% after the food company said it’s pausing its separation plan. It also reported revenue that came in a tad light. Full-year earnings guidance also disappointed expectations. Robinhood — The trading platform dropped more than 8% after posting fourth-quarter revenue of $1.28 billion, falling short of the $1.34 billion expected by analysts polled by LSEG. Transaction-based revenue also missed expectations, landing at $776 million, compared to the StreetAccount consensus call for $801.4 million. Freshworks — The cloud-based software-as-a-service company slid 3% after issuing current-quarter earnings guidance in the range of 10 cents to 12 cents per share, on an adjusted basis, weaker than the FactSet consensus estimate of 14 cents per share. On the other hand, Freshworks did beat on the top and bottom lines in its fourth-quarter earnings report. Hinge Health — The physical therapy platform rallied 14% after Hinge posted a first-quarter revenue outlook between $171 million and $173 million, better than the $160.2 million anticipated by analysts polled by FactSet. Klaviyo — The customer relationship management platform provider gained 4.6%. Klaviyo issued a rosy first-quarter revenue outlook in the range of $346 million to $350 million, better than the $344.1 million expected by analysts polled by FactSet. Full-year guidance also surpassed expectations on revenue and operating income. Upstart Holdings — The consumer lending platform slipped 3.8% after adjusted EBITDA for the fourth quarter came in at $63.7 million, narrowly beating the FactSet consensus estimate of $63 million. Fourth-quarter revenue topped estimates, coming in at $296 million, while the LSEG consensus anticipated $289 million. Gilead Sciences — The biopharmaceutical stock declined more than 2%. Gilead called for total product revenue for 2026 to range from $29.6 billion to $30 billion, missing the FactSet consensus of $30.26 billion. Teradata — The cloud analytics platform provider surged 18% after issuing a strong outlook. Teradata sees full-year adjusted earnings coming in between $2.55 and $2.65 per share, more than the LSEG consensus call for $2.54 a share. Fourth-quarter results exceeded expectations on profit and revenue. Lattice Semiconductor — Shares rallied 11% after the semiconductor company issued strong current-quarter guidance. The firm said it expects its first-quarter revenue to come in between $158 million and $172 million, more than the $148 million expected by analysts polled by LSEG. Lattice Semiconductor also reported $146 million in revenue for the fourth quarter, a figure that is higher than the consensus estimate of $143 million on the Street. Astera Labs — Shares plunged 12% after the semiconductor manufacturer gave first-quarter earnings guidance that only narrowly beat expectations. Astera sees adjusted earnings for the period coming in at 53 cents to 54 cents per share, edging over the LSEG consensus call of 52 cents a share. — CNBC’s Michelle Fox, Davis Giangiulio, Lisa Kailai Han and Darla Mercado contributed reporting
