Check out the companies making headlines in afternoon trading: Boeing – Stock climbed 3%. The aircraft manufacturer reached a new contract proposal with its machinists union that could end a strike that has lasted more than a month. The ratification vote is scheduled for Wednesday. Warby Parker – The eyeglass maker and retailer gained nearly 10% after Goldman Sachs upgraded shares to buy from a neutral rating, saying its margin growth potential and solid fundamentals offset its “somewhat elevated” valuation. stands by. Cigna – The insurer’s stock fell more than 4% after Bloomberg reported, citing people familiar with the matter, that Cigna has restarted merger discussions with Humana. Bloomberg sources said talks are still in the early stages. Humana shares were also marginally lower following the report. United Parcel Service – The parcel delivery stock fell more than 3% after Barclays downgraded it to underweight from equal weight. The British bank said it sees many challenges for the company in the near term. Applovin – The applications technology stock jumped 9% on the back of a big price target increase by Bank of America. The firm, which also reiterated its buy rating, said Applovin’s artificial intelligence engine “driven growth and profitability transformation.” Bank of America now expects shares to reach $210, 75% above the prior target of $120. Southwest Airlines – The airline stock retreated nearly 2%. CNBC reported Sunday that Southwest is engaged in early settlement talks with Elliott Investment Management, which would give the activist investor representation on Southwest’s board. ASML Holdings – The semiconductor equipment stock slipped 1%. Bernstein cut his price target on ASML to $815 from $1,052, citing concerns over the company’s potentially “challenging” outlook in 2025. Atlantic Union Bancshares – The holding company of Atlantic Union Bank returned more than 6% after third-quarter net interest. Earnings missed analysts’ estimates. Atlantic Union reported net interest income of $186.8 million, while analysts surveyed by FactSet were expecting $195.0 million. Kenview – Consumer Health stock rose more than 5% on news that activist investor Starboard Value has taken a large position in a Johnson & Johnson spinoff company. — CNBC’s Samantha Subin, Michelle Fox, Alex Haring and Sean Conlon contributed reporting.