Market movers › Oct 29, 2026
Why stocks rose and fell on Oct 29, 2026
74 stocks with notable moves: companies over $10B that moved more than 5%, plus the sharpest moves among smaller companies. For each — the day's headlines with a link to the source; if there was no news, the page says so. The strongest sector was Consumer Cyclical (+2.74%), the weakest Basic Materials (−1.09%).
Gainers · 49
- Market pulseGlaukos beats Q3 2026 estimates with EPS $0.47 (+394% YoY), revenue $211.0M (+58% YoY), raises 2026 sales outlook, unveils $1B 2027 target
- Market pulseGlaukos beats Q3 2026 estimates with EPS $0.47, revenue $211M, raises 2026 sales outlook and sets $1B 2027 target
- Business WireGlaukos Announces Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +394% year over year, 587.7% above the estimate.
ADT+33.2%ADT
- Market pulseOctus report of Thrive Capital take-private talks lifts ADT 7.9% during Wednesday trading
- Market pulseADT agrees to be acquired by Thrive Holdings for $10 per share in cash, valuing the company at $15.3 billion and taking it private.
- GlobeNewswireADT to be Acquired by Thrive Holdings in $15.3 Billion Transaction
- Market pulsePorch Group sets 2027 targets of >$900M written premium and >$180M adjusted EBITDA as it beats Q3 2026 revenue estimates
- Market pulsePorch raises 2026 guidance again on Insurance Services strength and announces accretive Allied Trust acquisition
- Business WirePorch Group Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +200% year over year, 600.0% above the estimate.
- Market pulseTeladoc Health beats Q3 2026 revenue estimates with $605.1M, posts net loss $0.15, adjusted EBITDA $79.4M above guidance
- Market pulseTeladoc beats Q3 revenue estimates and EBITDA guidance, raises Integrated Care margin outlook as BetterHelp insurance pivot gains traction
- GlobeNewswireTeladoc Health Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +46% year over year, 31.0% above the estimate.
- Market pulseCrocs beats Q3 with EPS $3.69 on $1.04B revenue as HeyDude returns to growth, raises 2026 revenue and EPS outlook
- Market pulseCrocs beats Q3 with EPS $3.69 on $1.04B revenue, raises 2026 guidance as HEYDUDE returns to growth and margins expand
- PR NewswireCrocs, Inc. Reports Strong Third Quarter 2026 Results; Raises Full-Year 2026 Outlook
The trigger was the quarterly report: EPS +26% year over year, 11.6% above the estimate.
PURR+23.3%Hyperliquid Strategies
- Market pulseFresh cumulative HYPE burn report lifts Hyperliquid Strategies 14% in pre-market trading
- BenzingaStan Druckenmiller Lauds Hyperliquid Partnership With Intercontinental Exchange, PURR Jumps 10%
- BenzingaElon Musk Quote Posts "Interesting" American Billionaire Investor Stanley Druckenmiller's X Post Saying "I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process."
- Market pulseFTAI Aviation Q3 revenue rises 47% to $977.7M, misses estimates as FTAI Power secures 100+ Mod-1 contracts, $234M deposits, 2027 EBITDA outlook $450–750M
- Market pulseFTAI delivers record Aerospace Products quarter, confirms 2027 Power ramp and launches $500m ASR
- GlobeNewswireFTAI Aviation Ltd. Reports Strong Third Quarter 2026 Performance and Announces $500.0 Million Accelerated Share Repurchase
The trigger was the quarterly report: EPS +30% year over year, 1.7% above the estimate.
- Market pulseGen Digital beats fiscal Q2 2027 estimates with non-GAAP EPS $0.74 (+19% YoY), revenue $1.4B (+12% YoY), raises FY27 non-GAAP guidance
- Market pulseGen Digital beats fiscal Q2 2027 estimates, raises FY27 outlook as Trust-based Solutions and partner channel accelerate
- PR NewswireGen Delivers Another Double-Digit Growth Quarter in Q2 FY27 and Raises FY27 Outlook
The trigger was the quarterly report: EPS +19% year over year, 3.0% above the estimate.
- Market pulseCarvana posts record Q3 2026 with 217,385 retail units, $800M adjusted EBITDA, sees 2026 adjusted EBITDA at top of guidance range
- Market pulseMorgan Stanley names Carvana Top Pick after record Q3 2026, reiterates Overweight rating and $88 price target
- Business WireCarvana Announces Record Third Quarter 2026 Results
The trigger was the quarterly report: EPS +19% year over year, 11.6% below the estimate.
- Market pulseBoot Barn beats Q2 estimates with EPS $1.73 on revenue of $581.8M, issues Q3 and fiscal 2027 guidance
- Market pulseBoot Barn Q2 EPS $1.73 beats guidance as store and margin outlook raised, comp guidance remains cautious
- Business WireBoot Barn Holdings, Inc. Announces Second Quarter Fiscal Year 2027 Financial Results and Authorizes an Additional $400 Million Under Its Share Repurchase Program
The trigger was the quarterly report: EPS +26% year over year, 5.8% above the estimate.
- Market pulseInsmed Q3 2026 revenue $524.4M (+268% YoY) beats estimates as EPS loss $0.46 misses, raises 2026 BRINSUPRI and ARIKAYCE revenue guidance
- Market pulseInsmed Q3 revenue $524.4M (+268% YoY) beats estimates as BRINSUPRI tops launch expectations and guidance rises, cash-flow breakeven targeted 2027
- PR NewswireInsmed Reports Third-Quarter 2026 Financial Results and Provides Business Update
The trigger was the quarterly report: EPS +74% year over year, 20.2% below the estimate.
- Market pulseFTI Consulting beats Q3 2026 estimates with revenue $1.0B (+6% YoY) and adjusted EPS $3.84, raises 2026 adjusted EPS guidance
- Market pulseFTI Consulting posts record Q3 2026 revenue above $1.0B and adjusted EPS $3.84, raises 2026 adjusted EPS guidance
- GlobeNewswireFTI Consulting Reports Record Third Quarter 2026 Revenues of $1.013 Billion, With Growth Across All Five Business Segments
The trigger was the quarterly report: EPS +48% year over year, 40.0% above the estimate.
- Market pulseNorwegian Cruise Line beats Q3 2026 guidance with adjusted EBITDA $937M vs $874M, lifts 2026 adjusted EBITDA outlook to about $2.55B
- Market pulseNorwegian Cruise Line beats Q3 guidance with adjusted EBITDA $937M vs $874M, raises 2026 EBITDA outlook to about $2.55B, targets 1–2% 2027 net yield growth
- GlobeNewswireNorwegian Cruise Line Holdings Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS −7% year over year, 19.9% above the estimate.
- Market pulseHII posts record Q3 2026 revenue $3.54B and EPS $5.48, beats estimates and raises FY26 shipbuilding guidance to $10.5–$10.7B
- Market pulseHII posts record Q3 2026 results, beats estimates, raises 2026 shipbuilding revenue guidance to $10.5–$10.7B, lands record $32.4B in awards
- GlobeNewswireHII Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +49% year over year, 25.6% above the estimate.
- Market pulseBuilders FirstSource beats Q3 2026 estimates with adjusted EPS $1.51, issues 2026 net sales guidance of $14.2B-$14.6B
- Market pulseBuilders FirstSource beats Q3 2026 estimates with adjusted EPS $1.51, sets full-year revenue guidance at $14.2B-$14.6B
- BenzingaBuilders FirstSource Q3 Adj. EPS $1.51 Beats $1.04 Estimate, Sales $3.854B Beat $3.770B Estimate
The trigger was the quarterly report: EPS −20% year over year, 42.7% above the estimate.
FLS+11.9%Flowserve
- Market pulseFlowserve posts Q3 2026 non-GAAP EPS $1.07 beat, $1.2B revenue miss, raises EPS guidance floor but cuts 2026 organic sales outlook
- Business WireFlowserve Corporation Reports Third Quarter 2026 Results
- BenzingaFlowserve Q3 Adj. EPS $1.07 Beats $0.98 Estimate, Sales $1.238B Inline
- Market pulseTextron sees MV-75 Cheyenne low-rate initial production slipping to 2027, lifts expected cumulative catch-up charge to $110-$150 million
- Market pulseTextron raises 2026 EPS and cash flow guidance on Aviation and Systems strength despite MV-75 LRIP delay and higher charges risk
- Business WireTextron Reports Third Quarter 2026 Results; Raises Full Year Adjusted EPS and Cash Flow Outlook
The trigger was the quarterly report: EPS +14% year over year, 23.0% above the estimate.
- Market pulseLeonardo DRS beats Q3 2026 estimates with non-GAAP EPS $0.46 (+59% YoY), revenue $1.1B (+11% YoY), raises full-year 2026 guidance
- Market pulseLeonardo DRS beats Q3 2026 estimates, raises 2026 guidance and outlines new growth drivers including ~$500M JIATF‑401 counter‑drone radar contract
- GlobeNewswireLeonardo DRS Announces Financial Results for Third Quarter 2026
The trigger was the quarterly report: EPS +59% year over year, 30.0% above the estimate.
MIR+11.5%Mirion Technologies
- Market pulseMirion raises 2026 growth and free cash flow guidance on surging nuclear power orders
- BenzingaB. Riley Securities Reiterates Buy on Mirion Technologies, Lowers Price Target to $25
- Fiscal.AiB. Riley Securities Maintains Buy Rating on Mirion Technologies, Lowers Price Target to $25
- Market pulseAPi Group posts record Q3 2026 results with adjusted EPS $0.50, revenue $2.55B, raises 2026 revenue outlook to $9.2-$9.25B
- Market pulseAPi Group posts record Q3 2026, beats estimates with non-GAAP EPS $0.50, raises 2026 revenue and EBITDA guidance on 16% organic growth
- Business WireAPi Group Reports Record Third Quarter 2026 Financial Results and Raises Full-Year 2026 Outlook
The trigger was the quarterly report: EPS +22% year over year, 6.3% above the estimate.
- Market pulseChipotle delivers positive traffic but guides Q4 comps to ~+2% and restaurant-level margins to under 22%
- Market pulseChipotle guides Q4 comps to ~+2% with margins under 22% as brokers cut price targets but keep positive long-term view
- PR NewswireCHIPOTLE ANNOUNCES THIRD QUARTER 2026 RESULTS
The trigger was the quarterly report: EPS −7% year over year, 6.9% below the estimate.
- Market pulseEncompass Health beats Q3 2026 estimates with non-GAAP EPS $1.52 and revenue $1.6B, raises full-year 2026 guidance
- Market pulseEncompass Health beats Q3 2026 estimates with adjusted EPS $1.52 on $1.61B revenue, raises 2026 EPS and revenue guidance
- PR NewswireEncompass Health reports results for third quarter 2026
The trigger was the quarterly report: EPS +24% year over year, 11.7% above the estimate.
- Market pulseBlue Owl Capital posts Q3 2026 revenue $806.5M (+11% YoY), beats estimates and declares $0.23 quarterly dividend payable November 23, 2026
- Market pulseBlue Owl Capital Q3 EPS $0.24 beats $0.22 consensus and $0.23 dividend, revenue $806.5M (+11% YoY) tops estimates
- PR NewswireBlue Owl Capital Inc. Third Quarter 2026 Results
The trigger was the quarterly report: EPS +9% year over year, 6.6% above the estimate.
- Market pulseCarlisle pushes price-cost parity to late 2026, cuts CCM and full-year margin outlooks after Q3 2026 beat, record EPS
- Market pulseCarlisle delays price-cost parity to late 2026, cuts CCM and full-year margin outlooks
- Business WireCarlisle Companies Reports Third Quarter Results
The trigger was the quarterly report: EPS +6% year over year, 0.6% above the estimate.
- Market pulseTPG Inc to report earnings today before market open
- Market pulseTPG Inc reports fiscal Q3 2026 revenue $1.2B (+105% YoY), beating revenue estimates, raises $15B and declares $0.55 dividend
- Business WireTPG Mortgage Investment Trust, Inc. Schedules Third Quarter 2026 Earnings Release and Conference Call
The trigger was the quarterly report: EPS +37% year over year, 16.3% above the estimate.
- Market pulseCheniere Energy Q3 2026 adjusted EPS $3.62 misses $4.20 consensus, revenue $6.17B beats estimates and company raises full-year guidance and dividend
- Market pulseCheniere raises 2026 EBITDA guidance to ~$9B amid tight LNG markets after Q3 revenue beat and EPS miss
- Fiscal.AiCheniere Energy Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +19% year over year, 30.6% above the estimate.
- Market pulseL3Harris beats Q3 estimates and lifts 2026 guidance to EPS $12.25–$12.35, revenue floor $23.5B
- Market pulseL3Harris beats Q3 estimates, raises 2026 guidance to EPS $12.25–$12.35 and revenue $23.5–$23.7B on record missile and space awards
- Business WireL3Harris Delivers Record Backlog and Strong Third-Quarter Results
The trigger was the quarterly report: EPS +21% year over year, 11.3% above the estimate.
CRS+6.7%Carpenter Technology
- Market pulseATI earnings beat and guidance raise lift Carpenter Technology 9% alongside aerospace peers
- Market pulseEli Lilly beats Q3 estimates with EPS $7.48, revenue $24.4B, raises 2026 outlook to EPS $35–$36, revenue $91–$92B
- Market pulseEli Lilly beats Q3 estimates and raises 2026 outlook again as incretin franchise and Medicare GLP‑1 Bridge outperform
- Fiscal.AiEli Lilly Licenses SpeechDx Dataset for Alzheimer's Research
The trigger was the quarterly report: EPS +7% year over year, 31.6% above the estimate.
TSCO+6.5%Tractor Supply
No news on Tractor Supply today. The Consumer Cyclical sector moved +2.74% (median).
- Market pulseHyatt raises 2026 RevPAR and EBITDA outlook despite Mexico and Middle East headwinds
- Market pulseHyatt raises 2026 RevPAR and EBITDA outlook, announces new long-term loyalty collaboration with Delta Air Lines
- Business WireHyatt Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +523% year over year, 67.1% above the estimate.
IR+6.0%Ingersoll Rand
- Market pulseIngersoll Rand reports fiscal Q3 2026 revenue $2.1B (+6% YoY), beating revenue estimates
- Business WireIngersoll Rand Reports Third Quarter 2026 Results
- BenzingaIngersoll Rand Q3 Adj. EPS $1.07 Beats $0.90 Estimate, Sales $2.065B Beat $2.053B Estimate
JLL+6.0%Jones Lang Lasalle
TPR+5.9%Tapestry
- Market pulseWells Fargo calls Tapestry’s bear case overblown, lifting shares 5% Thursday morning
- Earnings WhispersTapestry Must Prove Coach's Cooling Is A Pause, Not A Stall, After 16% Slide
- BenzingaWells Fargo Maintains Overweight on Tapestry, Lowers Price Target to $150
- Market pulseATI beats Q3 2026 expectations, raises 2026 EBITDA and EPS guidance, but delays EB2 Richland engine-grade titanium qualifications to mid-2027
- Market pulseATI beats Q3 2026 guidance, lifts 2026 EBITDA and EPS outlook again on jet engine and AA&S strength
- PR NewswireATI Announces Third Quarter 2026 Results
The trigger was the quarterly report: EPS +72% year over year, 6.8% above the estimate.
- Market pulseVulcan Materials to report earnings today before market open
- Market pulseVulcan Materials posts Q3 2026 EPS $2.83 with revenue $2.2B, beats EPS but misses revenue estimates
- PR NewswireVULCAN REPORTS THIRD QUARTER 2026 RESULTS
The trigger was the quarterly report: EPS 0% year over year, 0.7% above the estimate.
NXPI+5.7%NXP Semiconductors
- Market pulseWesco International posts record Q3 2026 results with non-GAAP EPS $5.77, revenue $7.2B, beats estimates and raises FY 2026 outlook
- Market pulseWesco posts record Q3 2026 with EPS $5.77, revenue $7.2B, raises 2026 outlook as data center sales surge
- PR NewswireWesco International Reports Record Third Quarter 2026 Results
The trigger was the quarterly report: EPS +47% year over year, 22.9% above the estimate.
- Market pulseDoorDash beats Q3 2026 estimates with EPS $1.06, revenue $4.6B, and sees at least $500M annual net synergies from $17B Instacart deal
- Market pulseDoorDash sees at least $500M annual net synergies from $17B Instacart deal, funding cash portion with cash on hand and debt
- Fiscal.AiDoorDash Launches Robot Delivery Service in Australia
The trigger was the quarterly report: EPS +93% year over year, 30.7% above the estimate.
SN+5.5%SharkNinja
- Market pulseHowmet posts record Q3 growth, beats guidance, raises 2026 and 2027 outlook, strengthens industrial gas turbine ramp targets
- Market pulseHowmet posts record Q3 beat, raises 2026–27 outlook, says it supplies turbine blades for SpaceX/xAI Colossus AI data centers
- PR NewswireHowmet Aerospace Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +54% year over year, 6.2% above the estimate.
SW+5.5%Smurfit WestRock
- Market pulseKLA Corp beats fiscal Q1 2027 estimates with non-GAAP EPS $1.22 (+38% YoY), revenue $4.1B (+29% YoY), guides Q2 revenue to about $4.7B
- Market pulseKLA posts record revenue and 46.1% margin, beats fiscal Q1 2027 estimates and raises 2026–27 WFE outlook on multiyear AI upcycle
- PR NewswireKLA Corporation Reports Fiscal 2027 First Quarter Results
The trigger was the quarterly report: EPS +38% year over year, 2.8% above the estimate.
MAS+5.4%Masco
W+5.3%Wayfair
No news on Wayfair today. The Consumer Cyclical sector moved +2.74% (median).
EMBJ+5.3%Embraer
- Market pulseLula’s reelection-driven weak-real exporter rotation lifts Embraer 5%, extending Monday’s outperformance in regular trading
- Fiscal.AiEmbraer and Austrian Airlines Sign Component Pool Program Agreement
- Fiscal.AiEmbraer and Air Dolomiti Sign Component Pool Program Agreement
- Market pulseAltria beats Q3 2026 estimates with non-GAAP EPS $1.52 and revenue $6.1B, raises full-year adjusted EPS guidance to $5.66–$5.74 and expands buyback by $1B
- Market pulseAltria beats Q3 2026 estimates, raises full-year adjusted EPS guidance to $5.66–$5.74 as smokeable margins hold, on! pouches accelerate
- Business WireAltria Reports 2026 Third-Quarter and Nine-Months Results; Announces Expanded Share Repurchase Program; Raises 2026 Full-Year Earnings Guidance
The trigger was the quarterly report: EPS +5% year over year, 0.9% above the estimate.
- Market pulseLife Time Group Holdings posts Q3 2026 revenue $893.5M (+14.2%) and raises full-year 2026 outlook
- Market pulseLife Time Group beats Q3 2026 estimates with EPS $0.51, revenue $893.5M, raises 2026 outlook with revenue guidance to $3.38–$3.39B
- PR NewswireLife Time Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +2% year over year, 13.5% above the estimate.
DVA+5.1%DaVita
- Market pulseDaVita Inc is scheduled to announce earnings today after market close
- Market pulseDaVita beats Q3 2026 estimates with non-GAAP EPS $3.82 (+52% YoY) on revenue $3.578B (+5% YoY)
- Fiscal.AiDaVita Recognized as a 2026 Freedom-Centered Organization by WorldBlu
Decliners · 25
IOVA−35.4%Iovance Biotherapeutics
- Market pulsePositive lung-cancer results preview lifts Iovance 12% ahead of Thursday morning webcast
- Market pulseIovance reports Phase 2 IOV-LUN-202 data in mNSCLC and plans POSITILITY precision TIL cohort enrollment in November 2026
- GlobeNewswireIovance Biotherapeutics to Host Webcast on Positive Data for TIL Therapy in Metastatic Non-Small Cell Lung Cancer (mNSCLC) and Broader Precision Medicine Strategy
- Market pulseServiceNow beats Q3, raises FY26 AI and FCF targets, but Q4 revenue guide trails $4.36B consensus with softer cRPO growth
- Market pulseBrokerages cut ServiceNow price targets after Q3 profit miss and underwhelming Q4 guidance
- Business WireServiceNow launches Control Tower Alliance to help enterprises adopt AI safely at scale
The trigger was the quarterly report: EPS +4% year over year, 2.2% below the estimate.
- Market pulseAlnylam posts strong TTR growth but guides 2026 TTR revenue to low end of prior range
- Market pulseAlnylam flags potential 2027 Medicare reimbursement cuts, delays ALN-6400 and ALN-2232 data to February, postpones 2027 product revenue guidance until Q4 results
- Business WireAlnylam Pharmaceuticals Reports Third Quarter 2026 Financial Results and Highlights Recent Period Progress
The trigger was the quarterly report: EPS +754% year over year, 847.2% above the estimate.
- Market pulseSprouts Farmers Market Q3 EPS $1.21 (-1% YoY) on $2.3B revenue (+5% YoY) misses estimates, guides Q4 EPS $0.47–$0.51 and FY 2026 about $4.80
- Market pulseSprouts cuts 2026 outlook and launches broad price reset while targeting EBIT margin above 5%
- Business WireSprouts Farmers Market, Inc. Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS −1% year over year, 1.3% below the estimate.
- Market pulseBank of America downgrades Fortinet to Neutral after Q3 report
- Market pulseFortinet cuts full-year service revenue forecast to $5.15–$5.17B, below prior $5.18–$5.22B range and Wall Street’s $5.2B expectation
- GlobeNewswireFortinet Reports Strong Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +23% year over year, 5.8% above the estimate.
- Market pulseAlkami Technology Q3 2026 revenue rises 19% to $134.9M, beats estimates, adjusted EPS $0.18, company issues Q4 and 2026 revenue guidance
- Market pulseAlkami beats Q3 with revenue up 19% to $134.9M, raises 2026 outlook despite strategic-review headwinds
- PR NewswireAlkami Announces Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +44% year over year, 0.2% below the estimate.
HLN−14.3%Haleon
- Market pulseHaleon’s guidance cut and Q3 sales miss send ADRs down 11.8% pre-market
- ProactiveHaleon shares plunge 14% after £500 million buyback launch - UPDATE
- Fiscal.AiHaleon plc Commences £500 Million Share Buyback Programme
- Market pulseAurora Innovation beats Q3 2026 estimates with non-GAAP EPS $-0.12 and revenue $3.0M, signs MOU for 500 trucks with Charger Logistics
- Market pulseAurora sets 2026 revenue outlook at about $9M, reaffirms plan for over 1,000 driverless trucks by end-2027
- Business WireAurora Announces Third Quarter 2026 Results
The trigger was the quarterly report: EPS −9% year over year, 3.6% above the estimate.
MRVL−13.2%Marvell
- Market pulseAlphabet revenue miss and cash burn sink Google-linked Marvell 9% after hours
- Market pulseMarvell Technology in advanced talks to acquire optical supplier Lumentum in one of the year’s largest semiconductor deals, Bloomberg reports
- Benzinga'Marvell Said to Near Megadeal for Lumentum In AI Push'- Bloomberg
- Market pulseAlphabet Q3 2026 EPS $2.12, revenue $127.6B miss estimates as at least 12 brokerages cut price targets, Melius Research to $325 from $395
- Market pulseBank of America, UBS cut Alphabet price targets to $380 and $332 after weak Q3 search, heavy AI capex pressure profitability
- Associated PressAsian shares and U.S. futures are mixed after Google parent Alphabet's earnings disappoint
The trigger was the quarterly report: EPS −26% year over year, 29.7% below the estimate.
- Market pulseFormFactor beats Q3 estimates and lifts non-GAAP gross margin baseline to about 53% from 51–51.5%
- Market pulseFormFactor beats Q3 estimates and guidance, raises gross margin baseline as tight capacity accelerates Texas AI ramp toward $1B+ revenue
- GlobeNewswireFormFactor, Inc. Reports 2026 Third Quarter Results
The trigger was the quarterly report: EPS +215% year over year, 20.6% above the estimate.
- Market pulseCaterpillar keeps full-year guidance after three raises, sees flat Q4 Construction Industries sales amid $1.6B dealer inventory destocking
- Market pulseCaterpillar posts record Q3 sales and backlog, reiterates 2026 mid- to high-teens growth on AI-driven power demand
- Barrons.comCaterpillar Earnings Are Yet Another Bet on AI
The trigger was the quarterly report: EPS +45% year over year, 2.1% above the estimate.
IREN−9.0%IREN
- Market pulseMicrosoft and Alphabet report lower-than-expected capex as Microsoft flags delays in third-party cloud capacity, pressuring neocloud providers including IREN
- Market pulseAlphabet's $9.07B Q3 cash burn and earnings miss, plus lower capex at Alphabet and Microsoft, raise concerns for neocloud providers including IREN
- Earnings WhispersIREN Must Show Its $4 Billion AI Cloud Backlog Turning Into Revenue
- Market pulseAlamos Gold Q3 2026 revenue $510.4M, adjusted EPS $0.44 miss consensus and delays Island Gold Phase 3+ shaft commissioning at its Island Gold District by ~one quarter
- Market pulseAlamos Gold Q3 2026 adjusted EPS $0.44 and revenue $510.4M miss estimates as Island Gold Phase 3+ shaft commissioning delayed
- GlobeNewswireAlamos Gold Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +19% year over year, 1.8% below the estimate.
- Market pulseService Corporation International posts Q3 2026 adjusted EPS $0.97 on 5% revenue growth, updates Q4 and 2026 EPS outlook
- Market pulseService Corp International posts Q3 2026 adjusted EPS $0.97 and revenue $1.1B (+5% YoY), beats revenue estimates and updates Q4 and 2026 EPS outlook
- PR NewswireSERVICE CORPORATION INTERNATIONAL ANNOUNCES THIRD QUARTER 2026 FINANCIAL RESULTS AND UPDATES FOURTH QUARTER OUTLOOK
The trigger was the quarterly report: EPS +11% year over year, 2.1% below the estimate.
- Market pulseBaxter beats Q3 2026 estimates, raises EPS outlook, to exit cephalosporin injectables at Round Lake after FDA warning letter
- Market pulseBaxter raises 2026 guidance after Q3 beat as turnaround gains traction despite injectables, 2027 headwinds
- Business WireBaxter Reports Third-Quarter 2026 Results
The trigger was the quarterly report: EPS −16% year over year, 11.9% above the estimate.
TEAM−7.3%Atlassian
- Market pulseServiceNow and Fortinet results trigger software selloff, knocking Atlassian 7.3% premarket before earnings
- Market pulseAtlassian announces a new Context Quality Score feature to enhance the performance of its AI-powered products.
- Earnings WhispersAtlassian's 51% Rally Raises The Stakes On Whether Its Cautious 18% ARR Guide Holds
- Market pulseTechnipFMC beats Q3 estimates, raises 2026 subsea guidance, tempers $10B 2026 order target, sets $14.5B+ multi-quarter outlook
- Market pulseTechnipFMC posts record Subsea margins, beats Q3 estimates and raises 2026 Subsea outlook with bullish 2027 guidance
- Business WireTechnipFMC Announces Third-Quarter 2026 Results
The trigger was the quarterly report: EPS +40% year over year, 19.8% above the estimate.
- Market pulseKinross Gold beats Q3 2026 estimates with adjusted EPS $0.50 on $1.77B revenue, sets 2026 capital return target at 50% of free cash flow
- Market pulseKinross Gold beats Q3 2026 EPS estimates, sets 2026 capital return target at 50% of free cash flow
- GlobeNewswireKinross declares quarterly dividend
The trigger was the quarterly report: EPS +14% year over year, 7.1% above the estimate.
- Market pulseCognizant beats Q3 2026 estimates but bookings fall 7% and Q4 revenue growth guided to 3%-4.5%
- Market pulseCognizant trims 2026 revenue outlook but sustains margin expansion and strong AI-driven deal momentum
- PR NewswireCognizant Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +7% year over year, 1.8% above the estimate.
CLS−5.7%Celestica
NBIS−5.7%Nebius
- Market pulseBelow-expected Microsoft and Alphabet capex raises concern about slower capacity ramp-up at Nebius neocloud contracts
- Market pulseBelow-expected Microsoft and Alphabet capex and Alphabet’s worse-than-expected Q3 results raise concern over Nebius neocloud capacity ramp-up
- StocktwitsCRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity
TER−5.4%Teradyne
SNDK−5.3%Sandisk
- Market pulseSamsung’s weaker-than-expected earnings and AI infrastructure spending concerns pressure SanDisk and other memory chip peers
- Market pulseSanDisk reports Q1 2027 non-GAAP EPS $49.51 and revenue $11.0B, beats estimates and unveils 8-for-1 stock split
- MarketWatchAmazon headlines another busy day of earnings that includes Intel and Sandisk
FN−5.1%Fabrinet
No news on Fabrinet today. The Technology sector moved −0.65% (median).
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