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Reading: Shares making the most important strikes noon: NVO, PLTR, AES, RKT
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Market

Shares making the most important strikes noon: NVO, PLTR, AES, RKT

Editor
Last updated: February 3, 2026 6:06 pm
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Published: February 3, 2026
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Shares making the most important strikes noon: NVO, PLTR, AES, RKT


Take a look at the businesses making headlines earlier than the bell: Novo Nordisk — The maker of weight problems drug Wegovy’s U.S. inventory fell about 13% after unexpectedly warning that fiscal 2026 gross sales can be harm by decrease drug costs within the U.S. even because it anticipates extra sufferers will use its well-liked GLP-1 drug. Novo Nordisk mentioned fourth-quarter gross sales could be down 2% and it expects fiscal 2026 adjusted gross sales to fall between 5% and 13%, harm by the reversal of gross sales rebate provisions. Gross sales for fiscal 2025 are anticipated to be up about 10%. The corporate will report its full outcomes on Wednesday morning. Gartner — The IT analysis agency plunged 23% and hit a 52-week low after its full-year steering missed Wall Road’s expectations. Gartner anticipates whole income of $6.46 billion for 2026, lower than the $6.71 billion LSEG consensus estimate. Its adjusted earnings steering got here in at $12.30 per share, under the $13.53 per share anticipated from analysts. AES — Shares of the facility firm jumped practically 9% after a Bloomberg report that BlackRock ‘s World Infrastructure Companions is partnering with Swedish funding agency EQT AB to amass AES. The report mentioned the 2 corporations may come to an settlement within the coming weeks to purchase the corporate. Rocket Cos. — Shares of the mortgage supplier rose greater than 8% after the corporate revealed that mortage mortgage quantity is surging in an interview with CNBC . CEO Varun Krishna mentioned the corporate is “on monitor to provide the very best mortgage mortgage manufacturing when it comes to quantity that we have had in 4 years, and the very best achieve on sale that we have had in 4 years as properly.” Teradyne — The robotics firm noticed shares bounce greater than 12% after posting robust steering for the present quarter. First-quarter adjusted earnings are anticipated to vary from $1.89 to $2.25 per share, versus the $1.29 per share FactSet consensus estimate. Administration mentioned it expects 12 months over 12 months progress throughout the entire firm’s companies “with robust momentum in compute pushed by AI.” Fourth-quarter outcomes additionally trounced expectations on the highest and backside traces. Ball — Shares popped 9% on the information of robust steering for 2026. The aluminum packaging firm expects diluted earnings per share progress of not less than 10% in 2026 over 2025. Within the fourth quarter, the corporate reported earnings per share of 91 cents, excluding sure objects, beating the 90 cent estimate from analysts polled by FactSet. Lennar, Taylor Morrison Residence – Shares of each corporations popped greater than 3%. Bloomberg Information reported that homebuilders are hatching a plan that will deal with housing affordability, together with a potential rent-to-own program. Each Lennar and Taylor Morrison are among the many builders concerned within the initiative, folks acquainted with the plan advised Bloomberg. Palantir — The inventory jumped nearly 8% following the AI-powered software program supplier’s fourth-quarter earnings beat . Palantir reported adjusted earnings of 25 cents per share, versus the 23 cents anticipated from analysts polled by LSEG. Income was $1.41 billion, topping the $1.33 billion consensus estimate. Merck — Shares rose greater than 2% after the pharma large issued a modest 2026 outlook , as the corporate will get set to lose some drug patent protections and face competitors from generic variations. The corporate expects income to vary between $65.5 billion and $67 billion for the 12 months. Analysts polled by LSEG anticipated income round $67.6 billion. PepsiCo — The snack and beverage large’s inventory rose practically 4% after reporting fourth-quarter earnings and income that beat analyst expectations . Pfizer — Shares dipped 3% even after Pfizer reaffirmed a modest outlook, overshadowing a beat on quarterly earnings and income. PayPal — The digital funds firm fell 20% after an earnings and income miss together with a change in CEO. The corporate’s board introduced Enrique Lores will change into president and CEO on March 1, changing Alex Chriss. “Whereas some progress has been made in plenty of areas during the last two years, the tempo of change and execution was not in keeping with the Board’s expectations,” mentioned PayPal in a press launch . PayPal’s inventory is down greater than 40% up to now 12 months. Woodward — The maker of aerospace and industrial merchandise surged greater than 15% after posting first quarter outcomes that exceeded expectations, in addition to a wider-than-expected EBITDA margin. Woodward posted earnings of $2.17 per share on revenues of $996 million. Analysts polled by LSEG had anticipated per-share earnings of $1.65 on revenues of $893 million. It additionally posted an EBITDA margin of 20.9%, higher than the 18.9% estimate. NXP Semiconductors — The Dutch maker of semiconductors dropped 9%. NXP Semiconductors beat expectations on the highest and backside traces, however posted automotive income of $1.88 billion that was weaker than the $1.89 billion anticipated by analysts polled by StreetAccount. Non-GAAP gross margin of 57.4% additionally fell in need of the 57.5% StreetAccount consensus estimate. Rambus — The maker of memory-interface chips tumbled about 14% after Rambus posted fourth-quarter adjusted earnings of 68 cents per share, in keeping with the LSEG consensus estimate. Alternatively, income of $190 million exceeded the forecasted $188 million. DaVita — The healthcare supplier specializing in kidney care rallied round 20% after posting fourth-quarter earnings and income that topped forecasts. DaVita posted earnings of $3.40 per share, on an adjusted foundation, beating the consensus expectation of $3.24 per share, in accordance with FactSet. Income of $3.62 billion additionally exceeded the $3.51 billion anticipated by analysts. — CNBC’s Michelle Fox, Davis Giangiulio and Fred Imbert contributed reporting

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