Check out the companies making headlines in midday trading: Acadia Healthcare — The health-care stock popped 10% after investor David Einhorn told CNBC that he has been buying the stock. The Greenlight Capital fund manager said he’s hopeful the company’s new management will be able to improve its performance. Vertiv — The provider of data center cooling and power equipment’s stock jumped nearly 20% on the back of upbeat guidance for 2026 that was well ahead of Wall Street’s expectations. Vertiv said orders accelerated significantly in the fourth quarter. Unity Software — Shares fell nearly 30% after issuing a disappointing first-quarter revenue outlook. Unity expects revenue between $480 million and $490 million. Analysts surveyed by LSEG had anticipated revenue of $492.1 million. Smurfit WestRock — The packaging company’s stock soared more than 10% after the company disclosed that orders for its products improved in late December. The box maker said it expects to ramp up its profits $7 billion by 2030. Full year core profit is expected to be between $5 billion and $5.3 billion this year. BorgWarner — The provider of electric vehicle parts’ stock jumped about 20% to a 52-week high after saying it struck several new deals that will allow it to break into the AI data center market. The company will supply turbine generators for this market, whith production expected to start in 2027. Generac — The energy technology solutions provider jumped nearly 17% 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. Gilead Sciences — The biopharmaceutical stock reversed and was recently 5% higher as analysts called out the potential for Yeztugo, a pre-exposure prophylaxis for HIV. Shares had been under pressure after it Gilead called for 2026 product revenue to range from $29.6 billion to $30 billion, missing the FactSet consensus of $30.26 billion. Moderna — Shares tumbled 6% 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.” Zillow Group — Shares fell 16% 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 with 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. Avantor — The provider of products and services to the life sciences industry fell about 17% 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 24% after posting fourth-quarter adjusted earnings of 39 cents per share, lower than FactSet’s estimate 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 14% 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. Cloudflare — The cloud network company gained nearly 5% 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. Robinhood — The trading platform dropped more than 12% 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 more than 17% 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. Upstart Holdings — The consumer lending platform slipped 14% 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. Teradata — The cloud analytics platform provider surged 25% 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 14% 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 19% 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 Sarah Min, Michelle Fox, Davis Giangiulio, Lisa Kailai Han and Darla Mercado contributed reporting
