Check out the companies making the biggest moves in midday trading: F5 — Shares of the cybersecurity firm fell more than 3% after it disclosed a nation-state actor gained access to its systems. The company said the breach hasn’t hurt its operations. Progressive — The insurer’s stock tumbled about 8% after reporting disappointing results. Progressive earned $4.45 per share on $21.38 billion in revenue, short of the $5.04 per share analysts expected it to earn. Revenue also was shy of the $21.82 billion estimate. One factor that hurt its performance was a policy change in Florida that caps an insurer’s profit. On the back of these results, other insurance stocks were also trading lower, with Allstate down nearly 5%, Chubb off 2% and Travelers falling almost 3%. Nuclear power stocks — Shares of companies that are developing small modular nuclear reactors rose after the U.S. Department of Army announced a program to develop “next-generation nuclear power.” Although the Army didn’t name any specific companies, investors are betting nuclear power tech companies will benefit. Shares of NuScale , a small reactor developer, soared 17%. Oklo and Nano Nuclear were up nearly 7% and 4%, resepectively. The uranium company Centrus added 13%. Archer-Daniels-Midland , Bunge Global — President Donald Trump threatened to embargo cooking oil from China in retaliation for Beijing’s refusal to purchase U.S. soybeans. Global agriculture businesses Archer-Daniels Midland and Bunge Global rose more than 3% and 13%, respectively. Bunge also disclosed its full-year outlook after it merges with Viterra. Bunge expects to earn $7.30 to $7.60 per share, after adjustments. While that forecast is slightly below estimates, it’s not as bad as some had feared. Bank of America — The Brian Moynihan-led bank rose 5% after earnings and revenue beat analyst expectations . BofA earned $1.06 per share on revenue of $28.24 billion, while analysts polled by LSEG estimated a profit of 95 cents per share on revenue of $27.5 billion. Strong investment banking revenue drove the results. Morgan Stanley — The Wall Street investment bank reported earnings that beat expectations by the largest margin in five years, sending shares nearly 7% higher. Earnings came in at $2.80 per share, versus the $2.10 LSEG consensus estimate, while revenue of $18.22 billion topped the $16.70 billion analyst forecast. Abbott Laboratories —The stock shed more than 2% after the global health-care company’s third-quarter revenue of $11.37 billion fell short of the $11.40 billion expected from analysts polled by LSEG. PNC Financial Services — The Pittsburgh-based regional bank fell 4% despite reporting better-than-expected third-quarter earnings and revenue. Earnings were $4.35 per share versus the $4.05 FactSet consensus estimate, while revenue came in at $5.92 billion, higher than the $4.583 billion expected from analysts. ASML — U.S.-listed shares popped 3% after the semiconductor equipment maker said it expects 2026 total net sales to top those from 2025 . AMSL reported mixed results for its third quarter. Papa John’s International — The pizza chain jumped nearly 9% on the back of a Reuters report that Apollo Global Management has offered a new bid to take Papa John’s private at $64 a share. Dollar Tree — The discount retailer rose 2% saying earnings per share will increase by a “high-teens percentage” in fiscal 2026. Analysts currently are expecting about 15% EPS growth for next year, according to FactSet. Dollar Tree hosts an investor day Wednesday. Shares of rivals Five Below and Dollar General were also trading higher in the wake of the results, up 3% and 2%, respectively. Sable Offshore — Shares plunged 18% after a California judge sided with the state against the oil and gas company in a dispute involving the Santa Ynez project. On Wednesday, Sable Offshore disagreed with the tentative ruling. Sunrun — The rooftop solar panel maker surged nearly 4% after BMO Capital Markets upgraded Sunrun to market perform from underperform and hiked its price target to $19 from $10, according to FactSet. The new price target nevertheless represents 8% downside from Tuesday’s closing price of $20.68. Grindr — Shares of the dating app jumped 4%. Grindr, which went public in early 2021, said it received a letter from large shareholders who are also board members that proposes taking the company private. Grindr’s board will create a special committee to evaluate the proposal. — CNBC’s Michelle Fox, Spencer Kimball, Fred Imbert, Sarah Min, Alex Harring and John Melloy contributed reporting. (Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here .)
Stocks making the biggest moves midday: BAC, MS, BG, PGR