Check out the companies making headlines for noon deals. Rubrik – Data management inventory surged 25% after fourth quarter results exceeded analyst expectations. Rubrik lost 18 cents per share, narrowing its consensus forecast with a loss of 39 cents from analysts voted by LSEG. The California-based company has recorded revenues of $258 million. This also beat Wall Street’s $233 million Ulta Beauty estimate. Ulta’s revenue was $8.46 per share, beating the expected $7.12 per share from analysts voted by LSEG. Revenues were $3.49 billion, exceeding the consensus estimate of $3.46 billion. However, the company issued disappointing guidance for the whole year. docusign – The digital signature service company saw its shares rose 18% after shattering the top and bottom lines, driven partially by the launch of AI-enabled content last year. CEO Allan Thygesen said the company affiliated with Microsoft and Google has “begun to turn the corner of its core business.” SEMTECH – Semiconductor inventory rose 18.5% following quarter results that surpassed expectations and strong first-quarter forecasts. Semtech posted adjusted earnings of 40 cents per share with revenue of $251 million, while analysts surveyed by LSEG supplied pencils at 32 cents per share with revenue of $249 million. Crown Castle – Telecom shares have raised 10.4% after Crown Castle announced it would sell its textile assets to EQT and Zayo for $8.5 billion. NVIDIA – The favorite stock of Megacap Tech giants and retail investors popped 4% on Friday. That profit got the artificial intelligence beloved off the track, surpassing the week by more than 6%, snapping a three-week losing streak. However, since its launch in 2025, stocks have grown by more than 10%. Chipotle Mexican Grill – Shares rose 2.5% after Burrito Chain received an upgrade to buy from Hold from Loop Capital. The company said Chipotle’s recent pullback has created an attractive purchasing opportunity for investors, and the name is suitable for managing risks related to President Donald Trump’s tariff actions. Astera Labs – Semiconductor Stock jumped 7.8% shortly after Raymond James’ start in an outperform rating. Raymond James said the “fatigue” linked to artificial intelligence has hit stocks this year, and it is a “great opportunity.” Six Flags – Amusement Park operators added 6.9% after starting Barclays’ overweight. Barclays said the North Carolina-based company’s shares will be upside down from the self-help initiative. Peloton – Fitness Stock scored 12% behind Canaccord Genuity upgrades. The company said Peloton has “reclaimed its footing” and is a “clear leader” within the connected fitness space. Revolve Group – Shares rose 6.5% after Jefferies bought the fashion retailer rating from holds. Jeffries said the recent pullbacks of stocks provide a good entry point for investors. – Reported by CNBC’s Michelle Fox, Pier Singh, Sean Conlong and Yun Lee
