Check out the companies making the biggest moves midday: Generac — The generator company gained 8% after Bank of America raised its price target on the stock, highlighting the company’s entry into data centers . Baxter International — Shares fell around 20% after the health-care company reported weaker-than-expected results for the second quarter. Baxter reported adjusted earnings of 59 cents per share on revenue of $2.81 billion. Analysts polled by FactSet had forecast a profit of 61 cents per share on revenue of $2.82 billion. On top of that, Baxter lowered its full-year earnings guidance. Integra LifeSciences — The medical technology company popped 11% following its beat on the top and bottom lines for the second quarter. Revenue was $415.6 million, above the $395 million expected from analysts polled by FactSet. Adjusted earnings came in at 45 cents per share, 1 cent per share higher than the consensus estimate. C.H. Robinson — The transportation stock jumped 17% after the company posted second-quarter adjusted earnings of $1.29 per share, beating the FactSet estimate of $1.16 per share. On Thursday, Baird upgraded the stock to an outperform rating from neutral. Xerox — Shares plunged 20%. For the second quarter, the digital printing company posted an adjusted operating margin of 3.7%, reflecting a 170 basis-point decline from the-year ago period. Xerox also posted an adjusted loss of 64 cents per share, a result that was not immediately comparable to FactSet consensus estimates. Paramount — The media giant fell 8% as shareholders vote “to elect the form of consideration they wish to receive with respect to their shares of Paramount common stock” ahead of the Skydance merger completion. CVS Health — The stock gained almost 2% after the drugstore chain reported a top- and bottom-line beat for its second quarter. The company also boosted its adjusted profit outlook, now expecting a range of $6.30 to $6.40 per share for fiscal 2025, up from previous guidance of $6 to $6.20 per share. Comcast — The telecommunications giant added 2% after posting second-quarter adjusted earnings of $1.25 per share on revenue of $30.31 billion. Analysts polled by LSEG expected Comcast to earn $1.18 a share on revenue of $29.81 billion. Norwegian Cruise Line Holdings — The cruise stock rallied roughly 9% following mixed second-quarter results. Adjusted earnings of 51 cents per share were in line with expectations, while revenue of $2.52 billion fell short of FactSet’s consensus estimate of $2.56 billion. Norwegian reiterated its full-year guidance, citing strong demand. Meta Platforms — The Facebook parent jumped nearly 12% on the back of its second-quarter revenue beat and third-quarter outlook. Meta now anticipates revenue between $47.5 billion and $50.5 billion for the third quarter, ahead of analysts’ expectations of $46.14 billion, per LSEG. Microsoft — Shares jumped 4% following the tech giant’s beat on both the top and bottom lines . Its fiscal fourth-quarter earnings were $3.65 per share, versus the $3.37 per share expected by analysts in a LSEG poll. Revenue was $76.44 billion, an 18% increase from a year earlier and above the $73.81 billion consensus estimate. CoreWeave — Shares of the AI cloud computing stock rallied 14% on the back of an upgrade from Citi to buy from neutral. The firm said Microsoft’s strong quarterly figures signal AI demand remains strong, which should boost CoreWeave long term. Microsoft is a client of CoreWeave. Western Digital — The stock gained 9% after the storage company reported adjusted earnings of $1.66 per share, topping the $1.48 per share expected by analysts polled by LSEG. Revenue of $2.61 billion beat the consensus estimate of $2.47 billion. Anheuser-Busch InBev — U.S.-listed shares of the brewer sank nearly 12%. The company reported a decline in second-quarter volumes that was worse than feared. Cigna — The health-care stock fell 6% despite the company’s second-quarter results beating expectations. Cigna earned $7.20 per share, excluding items, on revenue of $67.18 billion, and outpaced the LSEG consensus estimate of $7.15 per share in profits on revenue of $62.46 billion. Bristol Myers Squibb — The pharmaceutical stock dropped about 4%. The company’s second-quarter adjusted earnings came in at $1.46 per share on revenue of $12.27 billion. Analysts polled by LSEG were expecting earnings per share of $1.07 on revenue of $11.38 billion. Shake Shack — Shares slid 12% after the burger chain gave weaker-than-anticipated revenue guidance for the current quarter. Shake Shack said to expect between $358 million and $364 million, while analysts polled by FactSet estimated $364.8 million. Biogen — The stock moved almost 2% higher following the company’s beat on the top and bottom lines. Second-quarter adjusted earnings came in at $5.47 per share, topping the LSEG consensus estimate of $3.93 per share. Revenue was $2.65 billion, versus the $2.33 billion expected. Carvana — The online used car seller surged 18% after its second-quarter earnings of $1.28 per share exceeded the $1.11 per share consensus estimate, per LSEG. Its $4.84 billion in revenue was also higher than the $4.59 billion expected from analysts. Align Technology — The stock sank 35% after the orthodontics parts manufacturer’s earnings and revenue for the second quarter missed expectations. Align Technology’s revenue guidance for $965 million to $985 million for the current quarter also fell short of the $1.04 billion analysts were expecting, per LSEG. Qualcomm — The semiconductor company tumbled 6%. Some of its business segment revenues came in lighter than expected during Qualcomm’s third quarter. The company reported a beat on both the top and bottom lines , however. Arm Holdings — Shares dropped 13% after the semiconductor company reported first-quarter revenue that fell short of expectations. Arm Holdings posted revenue of $1.05 billion, lower than the $1.06 billion expected by analysts polled by LSEG. Adjusted earnings of 35 cents came in line with expectations. eBay — Shares surged 19% after eBay posted second-quarter results that exceeded expectations and issued an upbeat forecast for the current quarter. The online retailer earned $1.37 per share, excluding items, more than the $1.30 per share LSEG estimate. Revenue of $2.73 billion came in above the $2.64 billion expected. Roblox — Shares soared about 12% after the online gaming platform raised its full-year bookings guidance and reported 111.8 million average daily active users, up 41% year over year. Roblox now anticipates bookings for 2025 to come in between $5.87 billion to $5.79 billion, up from its prior guidance of $5.28 billion to $5.36 billion. That’s above the $5.64 billion expected by analysts in a FactSet poll. Its second-quarter revenue also topped expectations. Ferrari — The luxury car manufacturer saw shares slide 11%. Second-quarter earnings came in at 2.38 euros per share, while revenue landed at 1.79 billion euros. That compares to the FactSet consensus of 2.38 euros per share and revenue of 1.83 billion euros. Ferrari also reaffirmed its adjusted EPS and revenue guidance for the full year. — CNBC’s Lisa Han, Sarah Min and Michelle Fox contributed reporting. Disclosure: Comcast is the parent company of CNBC.