Why stocks rose and fell on Oct 28, 2026

• Market pulseAxogen beats Q3 2026 revenue estimates with $75.8M and raises 2026 guidance to at least $290M, sees about $34 million 2027 BioCircuit NerveTape revenue
• Market pulseAxogen beats Q3 revenue estimates with $75.8M (+26% YoY), raises FY26 revenue outlook to ≥$290M and adds BioCircuit NerveTape
• GlobeNewswireAxogen, Inc. Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +75% year over year, 59.9% above the estimate.

• Market pulseGenmab Phase 3 LiGeR-HN1 trial shows petosemtamab plus pembrolizumab cuts death risk 50% in first-line PD-L1+ recurrent/metastatic head and neck cancer
• Business WireGenmab Announces Statistically Significant, Clinically Meaningful Improvement in Overall Survival and Objective Response with Petosemtamab Combination at First Interim Analysis in First-Line R/M Patients with PD-L1+ Head and Neck Cancer
• BenzingaGenmab A/S Announces Data From Its Phase 3 LiGeR-HN1 Study Of Petosemtamab Demonstrates 50% Death Risk Reduction For Treatment Of Head And Neck Squamous Cell Carcinoma

• Market pulseReplimune beats fiscal Q2 2027 estimates with non-GAAP EPS $-0.54 (+40% YoY), revenue $0 (-100% YoY), cites positive early U.S. TUDRIQEV launch
• Market pulseReplimune beats fiscal Q2 2027 estimates, details rapid early U.S. TUDRIQEV launch uptake and broad payer coverage
• GlobeNewswireReplimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update

The trigger was the quarterly report: EPS +40% year over year, 31.1% above the estimate.

• Market pulseIcon Plc beats Q3 estimates with non-GAAP EPS $2.66 (-20% YoY) on $2.02B revenue (-1% YoY), updates 2026 guidance
• Market pulseICON posts record bookings, improving margins, raises 2026 revenue outlook on higher pass‑throughs
• Business WireICON Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −20% year over year, 1.7% above the estimate.

• Market pulseVertiv beats Q3 2026 estimates, raises 2026 outlook and issues Q4 guidance
• Market pulseVertiv Q3 2026 revenue up 61%, orders more than double as company sharply raises 2026 guidance
• ZacksThese Dividend-Paying Stocks Offer Notable AI Exposure: AVGO VRT

The trigger was the quarterly report: EPS +78% year over year, 21.5% above the estimate.

• Market pulsePositive BEAM-301 proof-of-concept data extends Beam’s rally 8% during Wednesday’s ESGCT poster session
• BenzingaWedbush Maintains Outperform on Beam Therapeutics, Lowers Price Target to $28

• Market pulseAnthropic IPO filing fuels AI rally, lifting Schrödinger 16% alongside peers in three-session run
• Earnings WhispersSchrodinger's Hosted Shift Faces Its Toughest Test As Revenue Is Expected To Shrink
• Business WireSchrodinger to Present at UBS Global Healthcare Conference

No news on Fermi today. The Real Estate sector moved −0.89% (median).

• Market pulseThe Wall Street Journal reported today that Nelson Peltz’s Trian Fund Management has offered to buy Wendy’s Co in a deal valuing the company at about $1.4 billion.
• Market pulseWendy’s receives Trian-led non-binding all-cash takeover proposal at $7.35 per share, valuing company at about $1.4 billion
• The Wall Street JournalNelson Peltz's Trian Offers to Buy Wendy's for $1.4 Billion

• Market pulseHayward Holdings beats Q3 estimates with non-GAAP EPS $0.18 (+29% YoY), revenue $260.1M (+6% YoY), raises 2026 sales and EPS guidance
• Market pulseHayward beats Q3 estimates and raises 2026 outlook on resilient aftermarket, strong margins, and share gains
• Business WireHayward Holdings Reports Third Quarter Fiscal Year 2026 Financial Results and Increases 2026 Guidance

The trigger was the quarterly report: EPS +29% year over year, 18.0% above the estimate.

• Market pulseStellantis Q3 revenue $41.9B beats estimates as it reaffirms full‑year and 2026 outlook, advances €6B cost efficiencies plan
• Market pulseStellantis beats Q3 estimates with $41.9B revenue, now sees exceeding €6B annualised cost savings target by 2028
• BenzingaStellantis Q3 Adjusted EPS Loss Narrows To €0.01 From €0.04 As Revenue Edges Up 1% YoY To €37.6B From €37.2B

The trigger was the quarterly report: EPS +97% year over year, 92.6% above the estimate.

• Market pulseEvercore posts record Q3 2026 results with adjusted EPS $4.28 and revenue $1.2B (+12% YoY), beating estimates
• Market pulseEvercore posts record Q3 2026 results with adjusted EPS $4.28, revenue nearly $1.2B, record advisory backlog and improving margins
• Business WireEvercore Reports Third Quarter 2026 Results; Quarterly Dividend of $0.89 Per Share

The trigger was the quarterly report: EPS +23% year over year, 69.9% above the estimate.

• Market pulseNo clear catalyst identified for Absci 12% gain as XBI and AI-biotech peers rise
• Market pulseNo clear catalyst identified for Absci's 12% regular-hours advance

• Market pulseBrinker International beats Q1 FY27 estimates with non-GAAP EPS $2.77 (+44% YoY) and revenue $1.5B (+9% YoY)
• Market pulseBrinker International beats Q1 FY27 with non-GAAP EPS $2.77, revenue $1.5B, raises FY27 revenue and EPS guidance
• Barrons.comCan Chili's Keep Growing? Brinker Earnings to Put Comeback to the Test.

The trigger was the quarterly report: EPS +44% year over year, 12.9% above the estimate.

• Market pulseFlex Ltd beats fiscal Q2 2027 estimates with non-GAAP EPS $1.18 (+49% YoY) and revenue $8.5B (+25% YoY), raises FY 2027 revenue and earnings guidance
• Market pulseFlex beats Q2 2027 estimates, raises FY27 outlook on surging AI-driven CPI growth and margin expansion
• PR NewswireFLEX REPORTS SECOND QUARTER FISCAL 2027 RESULTS

The trigger was the quarterly report: EPS +49% year over year, 11.5% above the estimate.

• Market pulseNo clear catalyst identified; Viasat extends satellite-spectrum revaluation rally after FCC approval
• Market pulseTerrestar interoperability deal expands Viasat’s Equatys platform, driving 11% gain after midday coverage
• BenzingaViasat, Space42, And Terrestar Announce MoU To Link Equatys Direct-To-Device Platform With Terrestar’s Planned Canadian CaStar Satellite Constellation

• Market pulseJones Lang LaSalle posts record Q3 2026 with non-GAAP EPS $6.76, revenue $7.3B, beats estimates, raises EPS outlook and unveils $500M accelerated share repurchase program
• Market pulseJLL posts record Q3 as non-GAAP EPS rises 52% to $6.76, raises 2026 EPS guidance and unveils $500M ASR
• PR NewswireJLL Reports Financial Results for Third-Quarter 2026

The trigger was the quarterly report: EPS +50% year over year, 9.9% above the estimate.

• Market pulseOracle sets FY30 targets with $225B+ revenue, $21+ EPS and expects to be cash-flow positive by 2028
• Market pulseOracle sets FY30 targets of $225B+ revenue, $21+ EPS and sees turning cash-flow positive in 2H FY28 with $30B+ FCF in 2029
• Fiscal.AiOracle Announces Collaboration with OpenAI

• Market pulseLabcorp beats Q3 2026 estimates with non-GAAP EPS $4.78 and revenue $3.8B, raises FY 2026 revenue growth and adjusted EPS guidance
• Market pulseLabcorp beats Q3 2026 with EPS $4.78, raises 2026 guidance as Leerink and Barclays lift price targets
• PR NewswireLabcorp Reports Strong 2026 Third Quarter Results; Raises Full Year 2026 Guidance

The trigger was the quarterly report: EPS +14% year over year, 2.9% above the estimate.

• Market pulseEnsign Group posts Q3 2026 EPS $2.03 (+24% YoY), revenue $1.5B (+14% YoY), raises 2026 EPS guidance to $7.94–$8.02
• Market pulseEnsign Group raises 2026 revenue guidance and Q3 EPS beats estimates
• GlobeNewswireThe Ensign Group Reports Third Quarter 2026 Results; Raises 2026 Annual Earnings Guidance

The trigger was the quarterly report: EPS +24% year over year, 3.1% above the estimate.

• Market pulseTwist Bioscience launches Twist Express Screening Antibodies cell-free service to screen thousands of antibody candidates per day
• Business WireTwist Bioscience Expands High-Throughput Antibody Characterization with Launch of Express Screening Antibodies
• BenzingaTwist Bioscience Announces Launch Of Twist Express Screening Antibodies For High-Throughput Production And Testing

• Market pulseBlowout Q3 results and $40 billion 2027 outlook lift Celestica 12% in regular trading
• Market pulsePost-earnings analyst target hikes extend Celestica’s AI-guidance rally 9% in Wednesday trading
• BenzingaBarclays Maintains Overweight on Celestica, Raises Price Target to $414

• Market pulseSandisk linked to SK Hynix blockbuster Q3 results and Anthropic IPO filing reinforcing strong AI-driven demand expectations for memory chips
• StocktwitsMU, SNDK, Neocloud Stocks Extend Gains On Anthropic Boost, SK Hynix Q3 Stunner; Jim Cramer Urges Caution
• Barrons.comThe AI Trade Is Back On. Why Sandisk Stock Is Rising Before Big Tech Earnings.

• MarketWatchCoreWeave and other AI stocks rise as Anthropic restores the market's faith in sustained spending
• BenzingaJim Cramer Dares Nvidia's Jensen Huang to Buy CoreWeave’s 15% Debt
• BeInCryptoCoreWeave Stock Surges 6%, But Investors Are Still Worried

• Market pulseNo clear catalyst identified; TXG follows broad intraday genomics-tools rally alongside peers
• Market pulseNo clear catalyst identified; TXG rose with genomics and AI-drug-discovery peers during Wednesday’s session
• PR Newswire10x Genomics to Participate in the 2026 Jefferies Global Healthcare Conference

• Market pulseEvercore’s AI-optics bottleneck call extends sector rally, lifting Fabrinet 7.9% during regular trading
• Fiscal.AiNeedham Adjusts Price Target for Fabrinet

• Market pulseAnthropic compute commitments revive neocloud demand, lifting Nebius 11% during regular trading
• Fiscal.AiNebius Group Secures Funding for France Data Center

• Market pulseGE HealthCare tops Q3 2026 EPS and revenue estimates, raises 2026 guidance and boosts dividend 14%
• Market pulseGE HealthCare beats Q3 2026 estimates with adjusted EPS $1.34 on $5.5B revenue, raises 2026 EPS guidance to $4.95–$5.05
• Business WireGE HealthCare reports third quarter 2026 financial results

The trigger was the quarterly report: EPS +25% year over year, 11.3% above the estimate.

No news on Tempus AI today. Its industry peers (Health Information Services) that day: “Anthropic IPO filing fuels AI rally, lifting Schrödinger 16% alongside peers in three-session run”.

No news on Entegris today. The Technology sector moved +0.45% (median).

• Market pulseMicron Technology shares rise as record Q3 earnings and enhanced capital-return plans from rival SK Hynix reinforce optimism about AI-driven memory demand.
• Market pulseSK Hynix record Q3 and AI memory shortage forecast through 2030 lift long-term demand and supply outlook for Micron
• BeInCryptoCramer Says Micron Stock Does Whatever SK Hynix Does in Korea, and He Dislikes It

• Market pulseSterling Infrastructure posts record Q3 2026 with EPS $7.58, revenue $1.6B, raises full-year 2026 revenue, earnings and EBITDA guidance
• PR NewswireSterling Reports Record Third Quarter Results and Raises Full Year 2026 Guidance
• BenzingaSterling Infrastructure Raises FY2026 GAAP EPS Guidance from $17.25-$17.85 to $19.16-$19.42 vs $17.81 Est

• Fiscal.AiAnalyst Rating Updates for Amkor Technology

No news on Lumentum today. The Technology sector moved +0.45% (median).

• Market pulseSK Hynix record results and Lynx endorsement lift Lam Research 5.3% midday

The trigger was the quarterly report: EPS +74% year over year, 0.5% above the estimate.

• Fiscal.AiRBC Lowers Price Target for FTAI Aviation
• BenzingaRBC Capital Maintains Outperform on FTAI Aviation, Lowers Price Target to $250

No news on Caris Life Sciences today. Its industry peers (Biotechnology) that day: “Positive BEAM-301 proof-of-concept data extends Beam’s rally 8% during Wednesday’s ESGCT poster session”.

• Market pulseIREN closes $363 million equipment financing with Wingspire Equipment Finance to refinance AI compute assets and fund growth
• Business WireIREN and Wingspire Equipment Finance Complete $363 Million Financing for High-Density AI Compute Assets
• BenzingaIREN Closes $363M Equipment Funding Deal With Wingspire Equipment Finance For Its AI Compute Business

• Market pulseSK Hynix record profit and higher capex outlook lift Applied Materials 5.4% during regular trading

• BenzingaRBC Capital Maintains Outperform on Repligen, Raises Price Target to $200
• Fiscal.AiRBC Capital Markets Raises Price Target on Repligen Corporation

• Market pulseGenmab Phase 3 HNSCC data sinks Inhibrx 21% on overlapping Keytruda combo

• Market pulseF5 beats fiscal Q4 with non-GAAP EPS $4.42 and revenue $917.4M, guides FY27 8–9% revenue growth on AI security demand

The trigger was the quarterly report: EPS +1% year over year, 3.9% above the estimate.

• Market pulseRapport Therapeutics plans $200M stock and $150M convertible notes offerings plus private placement to fund RAP-219 trials
• Market pulseRapport Therapeutics prices $200M equity and $150M 2.25% 2032 convertible notes plus $30M private placement
• GlobeNewswireRapport Announces Proposed Public Offerings of Common Stock and Convertible Notes as well as Concurrent Private Placement

• Market pulseLandstar Q3 beat accompanied by CFO warning of structurally higher $35-$55M quarterly insurance and claims costs
• Market pulseLandstar Q3 beat on strong pricing and heavy-haul growth, but large, structurally higher insurance and claims costs cloud results
• GlobeNewswireLandstar System Reports Third Quarter Revenue of $1.512B and Earnings Per Share of $1.42

The trigger was the quarterly report: EPS +16% year over year, 14.8% below the estimate.

• Market pulseOppenheimer downgrades Enphase to Perform after Q3 miss and weak Q4 outlook
• Market pulseRoth Capital and Oppenheimer downgrade Enphase as Barclays, Mizuho, Goldman Sachs and Wells Fargo slash targets after weak Q3 and cautious Q4 outlook
• GlobeNewswireEnphase Energy Reports Financial Results for the Third Quarter of 2026

The trigger was the quarterly report: EPS −54% year over year, 19.7% below the estimate.

• Market pulseLPL Financial posts Q3 2026 non-GAAP EPS $5.97 (+15% YoY), revenue $5.3B (+17% YoY), beats EPS, misses revenue, narrows 2026 Core G&A outlook
• Market pulseLPL Financial posts record Q3 2026 non-GAAP EPS $5.97 (+15% YoY), beats estimates, confirms Commonwealth economics despite lower retention
• GlobeNewswireLPL Financial Announces Third Quarter 2026 Results

The trigger was the quarterly report: EPS +15% year over year, 5.4% above the estimate.

• Market pulseSELLAS Life Sciences triggers final overall survival analysis in pivotal Phase 3 REGAL galinpepimut-S AML trial, topline primary endpoint results due this quarter
• StocktwitsSLS Stock Gets A BlackRock Spotlight Ahead Of Phase 3 AML Data Bulls Spot 2027 European GPS Approval Forecast
• GlobeNewswireSELLAS Life Sciences Reaches 80th Event in Phase 3 REGAL Trial of Galinpepimut-S (GPS) in Acute Myeloid Leukemia

• Market pulseCoStar Group to acquire Vexcel for ~$730M cash, expects deal accretive to adjusted EPS in first full year
• Market pulseCoStar posts record Q3 adjusted EBITDA, trims 2026 organic revenue outlook, agrees to ~$730M cash acquisition of Vexcel
• Business WireCoStar Group Reports Record Third Quarter Revenue of $952 Million; Profitability Surges with Net Income of $74 Million; Highest Ever Adjusted EBITDA of $229 Million, Doubling Year-over-Year; Raises Full-Year 2026 Adjusted EBITDA Guidance

The trigger was the quarterly report: EPS +65% year over year, 12.8% above the estimate.

• Market pulseNew Oriental beats fiscal Q1 2027 estimates with non-GAAP EPS $1.92, revenue $1.9B, unveils $200M buyback and $2.00-per-ADS dividend
• Market pulseNew Oriental beats fiscal Q1 2027 estimates with non-GAAP EPS $1.92, revenue $1.9B, issues FY2027 revenue guidance $6.45B-$6.68B, unveils $200M buyback and $2.00-per-ADS dividend
• PR NewswireNew Oriental Announces Results for the First Fiscal Quarter Ended August 31, 2026

The trigger was the quarterly report: EPS +19% year over year, 6.1% above the estimate.

• Market pulseLogitech International SA reports fiscal Q2 2027 results with non-GAAP EPS $1.51 (+4% YoY) and revenue $1.2B (+3% YoY), beats EPS and revenue estimates
• Market pulseLogitech beats Q2 estimates, guides Q3 net sales down up to 5% on supplier disruption
• Business WireLogitech Announces Q2 Fiscal Year 2027 Results

The trigger was the quarterly report: EPS +4% year over year, 15.6% above the estimate.

• Market pulseC.H. Robinson beats Q3 2026 estimates with non-GAAP EPS $1.80 (+28.6% YoY) and revenue $5.4B (+29.5% YoY) while NAST, Global Forwarding hit margin targets
• Market pulseC.H. Robinson beats Q3 2026 estimates, highlights RXO deal synergies and Lean AI‑driven productivity gains
• FreightWavesJacobs, RXOs creator, backs its acquisition by C.H. Robinson

The trigger was the quarterly report: EPS +29% year over year, 2.7% above the estimate.

• Market pulseLennox International misses Q3 estimates with EPS $6.84, revenue $1.6B, cuts 2026 adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00
• Market pulseLennox International misses Q3 with EPS $6.84, revenue $1.6B and cuts 2026 EPS, revenue, FCF guidance
• PR NewswireLennox Reports 2026 Third Quarter Earnings Results

The trigger was the quarterly report: EPS −2% year over year, 7.0% below the estimate.

• Market pulseBaker Hughes beats Q3 estimates with non-GAAP EPS $0.70 (+3% YoY), revenue $8.0B (+14% YoY), raises full-year and Horizon 2 IET order outlook to $50B+
• Market pulseBaker Hughes beats Q3 estimates, raises outlook, wins Eni subsea systems contract for Cronos deepwater gas project offshore Cyprus
• GlobeNewswireBaker Hughes Declares Quarterly Dividend

The trigger was the quarterly report: EPS +3% year over year, 14.8% above the estimate.

• Market pulseOld Dominion Freight Line Q3 2026 revenue $1.59B (+13% YoY) beats estimates, diluted EPS $1.65, operating ratio improves to 71.5%
• Market pulseOld Dominion Freight Line Q3 2026 revenue $1.59B (+13% YoY) and EPS $1.65 beat estimates as strong yield growth supports above-seasonal Q4 outlook
• Business WireOld Dominion Freight Line Reports Third Quarter 2026 Earnings Per Diluted Share of $1.65

The trigger was the quarterly report: EPS +29% year over year, 2.3% above the estimate.

• Market pulseBanco Santander reports Q3 underlying profit up 19% to €3.85 billion, while reaffirming its 2026 financial targets and outlining new 2028 profitability goals.
• Market pulseBanco Santander Q3 2026 EPS $0.26 and revenue $17.8B miss estimates despite 19% rise in underlying profit to €3.85B
• Investing.comSantander Q3 underlying profit rises 19%, reaffirms 2026 targets

The trigger was the quarterly report: EPS +8% year over year, 3.7% above the estimate.

• Fiscal.AiSantander Brasil and Zuk Announce Online Real Estate Auction
• Fiscal.AiSantander Brasil CEO Confirms Continuation of Share Buyback Program

No news on Banco Bradesco today. The Financial sector moved −0.06% (median).

• Market pulseFortinet Inc is scheduled to announce earnings today after market close
• Market pulseFortinet posts Q3 2026 EPS $0.91 and revenue $2.1B, beating estimates and raising full-year 2026 revenue growth guidance to 20%
• GlobeNewswireFortinet Reports Strong Third Quarter 2026 Financial Results

• Market pulseBoston Scientific now expects 2027 no-growth trough year, delays Farawave Ultra and Faraflex pulsed field ablation launches to 2028-2029
• Market pulseBoston Scientific cyberattack drives Q3 miss, 2027 no-growth trough outlook and restructuring before 2028 rebound
• PR NewswireBoston Scientific announces results for third quarter 2026

The trigger was the quarterly report: EPS −3% year over year, 2.0% above the estimate.

• Market pulseGarmin beats Q3 2026 EPS with pro forma $2.76, raises 2026 guidance but cuts free cash flow outlook to ~$1.1B from $1.4B
• Market pulseGarmin posts record Q3 2026 results, raises 2026 guidance but flags 2027 margin headwinds
• PR NewswireGarmin announces third quarter 2026 results

The trigger was the quarterly report: EPS +39% year over year, 14.3% above the estimate.

• Market pulseSmurfit WestRock Q3 2026 adjusted EPS $0.45 misses $0.60 consensus, warns of ~$700M 2026 cost inflation headwind
• Market pulseSmurfit WestRock cuts 2026 EBITDA outlook on cost inflation, reaffirms 2030 targets
• Business WireSmurfit Westrock Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −22% year over year, 24.5% below the estimate.

• Market pulseXylem’s cautious-spending warning extends Watts Water’s decline 5% during Wednesday’s regular session
• Earnings WhispersWatts Water's Data Center Surge Faces Its First Test As Q2 Pull-Forward Unwinds