Check out the companies making the biggest moves midday: Oracle — The database management software maker tumbled 14% after reporting fiscal second-quarter revenue that missed analyst expectations. Multiple analysts across Wall Street raced to lower their price targets in reaction. Vail Resorts — The ski resort owner jumped 9%. Fiscal first quarter “mountain” revenue of $185 million14 topped analysts’ estimate of $179 million, while real estate EBITDA surpassed expectations, according to FactSet data. GE Vernova — The turbine manufacturer fell almost 5% after being downgraded by Seaport to hold from buy. Analyst Tom Curran is concerned shares have come too far too fast. GE Vernova’s stock has doubled over the past year, advancing 20% in the past month. The stock closed at a record high of $723 on Wednesday following an upbeat investor event, where GE Vernova announced accelerated stock buybacks, a doubled dividend and long-term financial targets. Eli Lilly — A late-stage trial showed the company’s next-generation obesity drug, retatrutide, delivered what appears to be the highest weight loss yet while reducing knee arthritis pain. Shares moved 2% higher. Ciena — Shares popped 6% after fiscal fourth-quarter earnings and revenue at the communications equipment maker topped analyst estimates. Ciena also gave full-year revenue guidance for the year ending Oct. 2026 that beat analyst expectations, according to FactSet. Its current-quarter revenue forecast also exceeded the consensus estimate. Brinks — The armored car and cash handling provider moved up 4% to an all-time high after its board authorized a $750 million stock buyback expiring in 2027 on top of a prior $500 million set to expire at yearend. Oxford Industries — The Tommy Bahama and Lilly Pulitzer parent tumbled 22% after the apparel maker gave weak current-quarter guidance and cut its full-year earnings outlook. Oxford said to expect between $2.20 and $2.40 in earnings per share, excluding items, in the year ending Jan. 31, 2026, while analysts polled by FactSet penciled in $2.90 per share. Gemini Space Station — Shares climbed nearly 20% after the cryptocurrency exchange won a license to offer prediction markets to its clients in the U.S. Visa — The payments stock rose almost 5% after Truist named Visa one of its favorite stocks for 2026, calling it a “preferred quality compounder.” Planet Labs — The satellite imagery company soared more than 30% after Planet Labs posted third-quarter revenue of $81 million, topping an LSEG consensus estimate of $72 million. Rezolute — The late-stage rare disease drugmaker plunged 90% after saying a Phase 3 sunRIZE study evaluating ersodetug in patients with congenital hyperinsulinism failed to meet its primary endpoint. — CNBC’s Lisa Han, Christina Cheddar-Berk, Michelle Fox, Alex Harring, Fred Imbert and Liz Napolitano contributed reporting
