Why stocks rose and fell on Nov 3, 2026

• Market pulseAehr Test Systems Q1 non-GAAP EPS $0.28 beats $0.11 consensus on record $33.0M revenue, raises FY27 outlook to $150M on AI burn-in demand
• Market pulseAehr Test Systems Q1 non-GAAP EPS $0.28 beats $0.11 on record $33.0M revenue, raises FY27 outlook to $150M on AI burn-in demand
• ACCESSWIREAehr Test Systems Reports Record First Quarter Fiscal 2027 Revenue of $33.0 Million; Raises Full-Year Revenue Outlook to $150 Million, Triple Fiscal 2026 Revenue

• Market pulseGraphic Packaging beats Q3 2026 estimates with non-GAAP EPS $0.23 (-60% YoY) and revenue $2.2B (+0% YoY), reaffirms 2026 guidance
• Market pulseGraphic Packaging beats Q3 2026 estimates, maintains 2026 guide, sees 2027 EBITDA inflection despite higher inflation
• PR NewswireGraphic Packaging Holding Company Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS −60% year over year, 3.6% above the estimate.

• Market pulseNo clear catalyst identified; Riot gains 16% amid Tuesday's broad miner and AI rebound
• Market pulseNo clear catalyst identified; miner-sector rebound and pre-earnings positioning lift Riot Platforms 18%
• BenzingaRiot Platforms Stock Flies Ahead of Earnings: What's Going On?

• Market pulseAnthropic capacity report and J.P. Morgan valuation call lift Cipher 13% intraday
• Market pulseNorthland, Wells Fargo and Cantor today cut Cipher Digital targets after its Q3 results but keep bullish ratings with ~100%+ upside vs Monday close
• BenzingaCantor Fitzgerald Maintains Overweight on Cipher Digital, Lowers Price Target to $15

The trigger was the quarterly report: EPS +900% year over year, 132.0% above the estimate.

• Market pulseXometry beats Q3 2026 estimates with non-GAAP EPS $0.28 (+155% YoY) and revenue $252.4M (+40% YoY), raises 2026 growth outlook to at least 37%
• Market pulseXometry posts first GAAP-profitable quarter, beats Q3 2026 estimates with non-GAAP EPS $0.28 and revenue $252.4M, raises 2026 growth and adjusted EBITDA guidance
• GlobeNewswireXometry Reports Record Third Quarter 2026 Results

The trigger was the quarterly report: EPS +155% year over year, 48.7% above the estimate.

• Market pulseBETA Technologies posts Q3 beat, reveals record $4B aircraft backlog, raises 2026 revenue guidance
• Market pulseBETA Technologies beats Q3 2026 EPS and revenue estimates with non-GAAP EPS -$0.51, revenue $17.7M, raises 2026 revenue guidance, reports record $4B aircraft backlog
• Business WireBETA Technologies, Inc. Announces Third Quarter 2026 Results

The trigger was the quarterly report: EPS +95% year over year, 13.3% above the estimate.

• Market pulseNo clear catalyst identified; HUT holds 16% gain amid AI-infrastructure peer rebound
• Market pulseElection-day tech rebound lifts Hut 8 16% alongside Riot, MARA and other miners
• BenzingaHut 8's Earnings Due Tomorrow: Here’s What Investors Need to Know

No news on Keel Infrastructure today. Its industry peers (Information Technology Services) that day: “Nvidia-led AI rebound lifts SharonAI 14% with data-center peers”.

• Market pulseFabrinet reports record fiscal Q1 2027 results with non-GAAP EPS $4.34 (+49% YoY) and revenue $1.5B (+51% YoY), beats EPS and revenue estimates
• Market pulseFabrinet delivers record FQ1 2027 with EPS $4.34, revenue $1.474B (+51% YoY), guides strong Q2 on data center strength
• GlobeNewswireFabrinet Announces First Quarter Fiscal Year 2027 Financial Results

The trigger was the quarterly report: EPS +49% year over year, 3.1% above the estimate.

• Market pulseNo clear catalyst identified; Galaxy follows battered AI-data-center and crypto-linked peers higher
• Market pulseCFTC equity-perps clearance and AI rebound lift Galaxy Digital 12% during regular trading
• BenzingaWhy Is Galaxy Digital Stock Surging on Tuesday?

• Market pulseNo clear catalyst identified; WULF gains 13% alongside AI-infrastructure peers after Monday’s selloff
• Market pulseAI-data-center relief rally lifts TeraWulf 13.7% alongside Cipher, Riot and CleanSpark in regular trading

• Market pulseNo clear catalyst identified; broad AI and bitcoin-miner rebound lifts CleanSpark 13%
• Market pulseElection-day tech and bitcoin-miner rebound lifts CleanSpark 14% with Riot, Hut 8 and MARA
• Fiscal.AiKBW Adjusts CleanSpark Price Target to $11.50 from $25

No news on Core Scientific today. Its industry peers (Software - Infrastructure) that day: “Iran diplomacy, falling oil and yields lift Remitly 4.9% with remittance peers”.

• Market pulseNeurocrine Biosciences Inc reports fiscal Q3 2026 results with non-GAAP EPS $3.29 (+61% YoY) and revenue $1.1B (+41% YoY), beats EPS and revenue estimates
• Market pulseNeurocrine posts record Q3 with EPS $3.29, revenue $1.1B, raises 2026 INGREZZA net sales guidance to $2.9–$2.925B
• BenzingaNeurocrine Biosciences Q3 Adj. EPS $3.29 Beats $1.91 Estimate, Sales $1.119B Beat $1.043B Estimate

The trigger was the quarterly report: EPS −4% year over year, 2.6% above the estimate.

• Market pulseFiserv Q3 2026: EPS $1.75, revenue $5.2B beat estimates as it doubles cost-savings target and guides merchant back to Q4 growth
• Market pulseFiserv beats Q3 estimates with EPS $1.75, revenue $5.2B, doubles cost-savings target to $1B and plans non-core divestitures
• GlobeNewswireFiserv Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −14% year over year, 1.9% above the estimate.

• Market pulseRegal Rexnord beats Q3 2026 EPS and revenue estimates with non-GAAP EPS $2.90 and revenue $1.6B, raises 2026 adjusted EPS guidance
• Market pulseRegal Rexnord beats Q3 2026 estimates with non-GAAP EPS $2.90 and revenue $1.6B, raises 2026 adjusted EPS guidance as IPS margins lag
• PR NewswireREGAL REXNORD REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS

The trigger was the quarterly report: EPS +16% year over year, 9.5% above the estimate.

• Market pulseLattice Semiconductor unveils first multi-year outlook, targeting at least 60% revenue growth to about $1.6B by 2027
• Market pulseLattice posts blowout AI-driven Q3 and unveils first multi-year outlook targeting ≥60% 2027 revenue growth
• BenzingaLattice Semiconductor Q3 Adj. EPS $0.72 Beats $0.55 Estimate, Sales $291.035M Beat $255.540M Estimate

The trigger was the quarterly report: EPS +157% year over year, 30.0% above the estimate.

• Market pulseGrab Q3 revenue $1.1B (+27% YoY) beats estimates as company raises 2026 revenue and adjusted EBITDA guidance
• Market pulseGrab Q3 revenue $1.1B (+27% YoY) beats estimates as company lifts 2026 revenue outlook to $4.15B–$4.20B, EBITDA to $790M–$800M
• BenzingaGrab Hldgs Q3 Sales $1.112B Beat $1.073B Estimate

The trigger was the quarterly report: EPS −51% year over year, 87.0% below the estimate.

• Market pulseBloom Energy and California Resources' Carbon TerraVault unit sign non-binding MOU to evaluate at least 1 GW fuel-cell power with carbon capture in California
• Market pulseBarclays upgrades Bloom Energy to Overweight, trims price target to $289 on stronger demand, accelerating capacity expansion, faster backlog growth
• BenzingaCalifornia Resources Corporation Inks MoU With Bloom Energy To Jointly Explore, Target Development Of 1 GW Solid-Ocide Fuel Cell Power Generation In California

• Market pulseDuPont beats Q3 estimates with adjusted EPS $2.09 on $1.9B sales, raises 2026 EPS and revenue guidance above consensus
• Market pulseDuPont beats Q3 estimates with EPS $2.09 on $1.9B sales, raises 2026 guidance despite Middle East water project delays
• PR NewswireDuPont Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −36% year over year, 11.8% above the estimate.

• Market pulseRevvity beats Q3 estimates with EPS $1.38, revenue $709.6M, lifts 2026 pro forma EPS guidance to $5.40–$5.45 and revenue outlook to ~$2.86B
• Market pulseRevvity beats Q3 estimates with EPS $1.38, revenue $709.6M, raises 2026 pro forma EPS outlook to $5.40–$5.45 and revenue to ~$2.86B
• Business WireRevvity Announces Financial Results for the Third Quarter of 2026

The trigger was the quarterly report: EPS +17% year over year, 6.4% above the estimate.

No news on Credo Technology today. Its industry peers (Semiconductors) that day: “Broad chip-sector rebound lifts MACOM 8.8%, amplified by positioning before Thursday earnings”.

• Market pulseNo clear catalyst identified; AI-infrastructure peer rebound accompanies Sterling’s 7% midday gain
• Market pulseEaton’s record quarter and Bernstein’s AI-infrastructure call lift Sterling 8% with peers
• PR NewswireSterling to Participate in Upcoming Investor Conferences

• Market pulseTalen Energy Q3 adjusted EPS $5.65 misses $8.26 consensus as revenue $1.3B (+63% YoY) beats $1.26B forecast, 2027 guidance 26–27% above 2026
• Market pulseTalen boosts 2028–2029 FCF outlook, expands $3B buyback and reaffirms 2026 guidance after strong Q3 results
• GlobeNewswireTalen Energy Reports Third Quarter 2026 Results, Reaffirms 2026 Guidance, and Introduces 2027 Guidance

The trigger was the quarterly report: EPS −32% year over year, 65.4% below the estimate.

• Schaeffer's ResearchEarnings Preview: AppLovin Stock Bounces Off 52-Week Lows

• Market pulseOracle’s $20 billion financing and Applied Digital funding gap pull Nebius down 8%
• BenzingaWhy Is Nebius Stock Surging on Tuesday?

• StocktwitsWhy Did ASTS, CRWV, RGTI Stocks Tumble To 52-Week Lows Today?
• Fiscal.AiCoreWeave Expands Strategic Partnership with CrowdStrike
• Earnings WhispersCoreWeave's Margin Inflection Faces Its First Test As Shares Sit Near Post-Earnings Lows

• Market pulseJazz posts Q3 2026 adjusted loss of $3.88 vs $4.09 expected, beats on $1.24B revenue, raises 2026 revenue guidance to $4.78–$4.85B
• Market pulseJazz raises 2026 revenue guidance again as oncology and Xywav drive record Q3 2026 revenue
• PR NewswireJazz Pharmaceuticals Announces Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS −148% year over year, 4.0% above the estimate.

• ZacksBull of the Day: Comfort Systems USA (FIX)
• BenzingaWatching Comfort Systems USA; Hearing Zacks Coutnerstrike Buys Stock

• Market pulseEaton posts Q3 adjusted EPS of $3.68 on $8.95 billion revenue, beating forecasts, and issues Q4 EPS guidance of $4.05–$4.15 and full-year EPS guidance of $13.70–$13.80
• Market pulseEaton beats Q3 2026 estimates with non-GAAP EPS $3.68 (+20% YoY) and revenue $8.9B (+28% YoY)
• Business WireEaton Reports Record Third Quarter 2026 Results, with Strong Organic Growth, Accelerating Record Orders and Backlog; Raises Organic Growth Guidance

The trigger was the quarterly report: EPS +20% year over year, 3.8% above the estimate.

• Market pulseUL Solutions Inc reports fiscal Q3 2026 results with non-GAAP EPS $0.62 (+11% YoY) and revenue $823.0M (+5% YoY), beats EPS and revenue estimates
• Market pulseUL Solutions posts record margins, raises 2026 organic growth outlook as Q3 non-GAAP EPS $0.62 and revenue $823.0M beat estimates
• Business WireUL Solutions Inc. Reports Strong Third Quarter 2026 Results

The trigger was the quarterly report: EPS +11% year over year, 0.9% above the estimate.

• Market pulseSemafor report on nearing DOJ clearance lifts Fox 4% as Roku deal risk eases
• BenzingaRoku Q3 Highlights: Double Beat, Advertising Revenue up 23%, No Guidance Ahead of Fox Deal
• Investing.comRoku beats third-quarter estimates as Fox acquisition looms

• Market pulseWilliam Blair highlights MPWR’s attractive pullback, extending post-earnings rally 9% during regular trading

• Market pulseNo clear catalyst identified; Summit rebounds 10.6% amid broad biotechnology strength during Tuesday trading
• Market pulseNo clear catalyst identified; Summit rebounds with biotech sector after November 2 selloff
• Market pulseNo clear catalyst identified; Summit rebounds with biotech after Monday’s selloff ahead of FDA decision

• Market pulseSemafor report on nearing DOJ clearance lifts Fox 4% as Roku deal risk eases
• BenzingaRoku Q3 Highlights: Double Beat, Advertising Revenue up 23%, No Guidance Ahead of Fox Deal
• Investing.comRoku beats third-quarter estimates as Fox acquisition looms

• Market pulseEaton’s record orders and raised outlook lift GE Vernova 5% with power-equipment peers
• Fiscal.AiJefferies Removes GE Vernova from Franchise Pick List
• BenzingaArgus Research Maintains Buy on GE Vernova, Lowers Price Target to $1100

No news on IonQ today. Its industry peers (Computer Hardware) that day: “Rigetti Computing hits a 52-week low as B. Riley cuts its price target to $25 from $35 while maintaining a Buy rating amid ongoing quantum sector weakness.”.

• BenzingaRosenblatt Maintains Buy on SiTime, Raises Price Target to $900
• Fiscal.AiRosenblatt Maintains Buy Rating and Raises Price Target for SiTime

• Fiscal.AiCitigroup Maintains Buy Rating on Roblox, Lowers Price Target to $55

• Market pulseBroad chip-sector rebound lifts MACOM 8.8%, amplified by positioning before Thursday earnings

• Market pulseOracle prices $10B stock offering at $116 and $10B senior notes across multiple maturities in $20B capital-raising plan
• Yahoo FinanceOracle stock slides as it borrows another $10 billion for AI spending
• StocktwitsS&P 500, Nasdaq Drop As Capex Concerns Grip Tech Investors, Outweighing US-Iran Diplomacy Hope ORCL, META, PLTR, AAPL In Focus

• Fiscal.AiBernstein Reaffirms Neutral Rating on Quanta Services
• Fiscal.AiAnalyst Coverage Updates for Quanta Services

• Market pulseReddit begins testing ads on search results pages with select advertisers to drive more revenue from existing users
• BenzingaReddit Begins Testing Contextual Ad Placements In Its Search Pages Based On Query
• Fiscal.AiReddit Challenges Australian Social Media Ban in High Court

No news on CIENA today. The Technology sector moved +0.85% (median).

• Market pulseCFTC equity-perpetuals green light lifts Coinbase 8.5% during Tuesday’s regular-hours morning session
• CryptoProwlMorgan Stanley Turns Bearish on Coinbase, Cutting Price Target by More Than Half
• BenzingaCathie Wood Sells $2.3 Million Of Peter Thiel-Backed Bullish Shares, Ark Adds Crypto Names Coinbase, Circle, Robinhood

• Market pulseFabrinet’s record results lift Amphenol 6.6% as AI-connectivity peers rally after the open
• Fiscal.AiAmphenol Partners with Charles Industries to Expand Market Coverage
• Fiscal.AiCharles Industries, an Amphenol Company, Partners with Rep Com International

• BenzingaUBS Maintains Buy on BrightSpring Health, Raises Price Target to $92
• Fiscal.AiLeerink Partners Maintains BrightSpring Health at Outperform, Raises Price Target to $92
• Fiscal.AiAnalysts Raise Price Target for BrightSpring Health Services

• Fiscal.AiJefferies Names Nextpower as New Franchise Pick
• BenzingaGLJ Research Maintains Buy on Nextpower, Raises Price Target to $158
• Fiscal.AiGLJ Research Maintains Buy Rating on Nextpower, Raises Price Target to $158

• GlobeNewswireUPDATE -- Leonardo DRS Selected by AV for U.S. Army's Enduring-High Energy Laser Production Program
• Fiscal.AiMorgan Stanley Raises Price Target for Leonardo DRS

No news on Baxter International today. The Healthcare sector moved +1.00% (median).

• Fiscal.AiGLJ Research Maintains Sell Rating on Vertiv Holdings

• Market pulseIllumina wins international tender to provide whole-genome sequencing for Singapore SG-INSIGHT precision medicine study of about 450,000 residents
• Fiscal.AiCitigroup Maintains Illumina at Sell and Raises Price Target
• PR NewswireIllumina selected to help bring precision medicine into everyday healthcare in Singapore

• CCNTom Lee Celebrates 'Bull Market' Despite $6.3B Binance Hack as Bitmine Adds 8,573 ETH

• Market pulseMerger ticker reuse and $8.13 ex-dividend mechanically create SUPN’s apparent 33% premarket drop

• Market pulseDynatrace beats Q2 estimates with non-GAAP EPS $0.54 and revenue $579.9M, guides FY EPS below Street on Arize acquisition impact
• Market pulseDynatrace beats Q2 with non-GAAP EPS $0.54, revenue $579.9M, maintains ARR growth guidance while adding Arize acquisition
• Business WireDynatrace Reports Second Quarter Fiscal Year 2027 Financial Results

The trigger was the quarterly report: EPS +23% year over year, 10.0% above the estimate.

• Market pulseAdeia misses Q3 2026 estimates with non-GAAP EPS $0.21 and revenue $80.2M, cuts 2026 revenue guidance to $375M–$415M
• Market pulseAdeia cuts 2026 revenue guidance to $375M–$415M on media deal delays, still targets high end after Q3 miss
• GlobeNewswireAdeia Announces Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS −25% year over year, 28.9% below the estimate.

• Market pulseGartner beats Q3 2026 estimates with non-GAAP EPS $3.59 (+30% YoY) and $1.5B revenue (-1% YoY), raises full-year 2026 guidance
• Market pulseGartner beats Q3 2026 estimates with EPS $3.59, $1.5B revenue, raises 2026 guidance amid slower contract value reacceleration
• Business WireGartner Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +30% year over year, 26.3% above the estimate.

• Market pulseCVR Energy to buy $4.2B Marathon refineries, MPLX midstream assets, nearly doubling capacity, and proposes public common stock offering
• Market pulseCVR Energy launches $750M common stock offering to help fund $4.2B Marathon refinery deal and redeem 2028 notes
• The Wall Street JournalCarl Icahn's CVR Energy Near Over $4 Billion Deal for Marathon Refineries

The trigger was the quarterly report: EPS +900% year over year, 37.3% above the estimate.

• Market pulseThomson Reuters Q3 2026 EPS $0.81 misses estimates, revenue $1.8B beats, company updates 2026 guidance after Global Print sale
• Market pulseThomson Reuters updates 2026 outlook to ~9.5% revenue growth, 8.5–9.0% organic growth and ~39% adjusted EBITDA margin
• PR NewswireThomson Reuters Reports Third-Quarter 2026 Results

The trigger was the quarterly report: EPS −6% year over year, 1.9% below the estimate.

• Market pulseSysco misses fiscal Q1 2027 estimates with non-GAAP EPS $1.19 and revenue $21.7B, reiterates FY27 adjusted EPS and volume guidance
• Market pulseSysco meets fiscal Q1 2027 EPS, trims sales growth outlook to low end and reaffirms FY27 EPS, cost-savings targets
• GlobeNewswireSysco Names Brandon Sewell Chief Financial Officer

The trigger was the quarterly report: EPS +3% year over year, 0.2% below the estimate.

• Market pulseZebra Technologies beats Q3 2026 estimates with non-GAAP EPS $4.95 (+28% YoY) and revenue $1.61B (+22% YoY), raises full-year outlook and guides Q4 EPS to $5.00-$5.40
• Market pulseZebra posts record Q3 2026 with EPS $4.95 (+28% YoY), revenue $1.61B (+22% YoY), raises outlook despite memory cost headwinds
• Business WireZebra Technologies Announces Third Quarter 2026 Results

The trigger was the quarterly report: EPS +28% year over year, 1.2% above the estimate.

• Market pulseShopify delivers 32% revenue growth and 22% FCF margin, leans into AI and agents
• Market pulseShopify grows Q3 revenue 32%, delivers 22% FCF margin, sees Q4 FCF margin roughly in line with Q4 2025
• BenzingaShopify Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

The trigger was the quarterly report: EPS +49% year over year, 5.1% above the estimate.

• Market pulseBall Corp reports fiscal Q3 2026 results with non-GAAP EPS $1.10 (+8% YoY) and revenue $4.2B (+24% YoY), beats EPS and revenue estimates
• Market pulseBall beats Q3 estimates with EPS $1.10, revenue $4.2B, outperforms volume targets and maintains 10%+ EPS growth outlook
• PR NewswireBall Reports Strong Third Quarter 2026 Results

The trigger was the quarterly report: EPS +8% year over year, 3.0% above the estimate.

• Market pulseArcher Daniels Midland beats Q3 EPS estimates, raises EPS guidance and trims 2026 capex to $1.2–$1.3 billion
• Market pulseADM beats Q3 EPS estimates and raises 2026 EPS guidance for third time on biofuels strength
• Business WireADM Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +92% year over year, 10.4% above the estimate.

• Market pulseLeidos Q3 2026 EPS $3.62 (+19% YoY) beats estimates as revenue $4.63B (+4% YoY) misses, guidance raised
• Market pulseLeidos Q3 EPS $3.62 (+19% YoY) beats as revenue $4.63B (+4% YoY) misses, strong margins and cash, 2026 outlook raised despite VBA overhang
• PR NewswireLeidos mobilizes supply chain to scale production of thousands of U.S. cruise missiles

The trigger was the quarterly report: EPS +19% year over year, 19.4% above the estimate.

• Market pulseKeurig Dr Pepper beats Q3 2026 estimates with non-GAAP EPS $0.66 (+22% YoY) and revenue $7.3B (+71% YoY)
• Market pulseKeurig Dr Pepper beats Q3 estimates with EPS $0.66, revenue $7.3B, maintains EPS outlook as beverages, JDE Peet’s offset U.S. coffee weakness
• PR NewswireKeurig Dr Pepper Reports Q3 Results and Reaffirms Guidance for 2026

The trigger was the quarterly report: EPS +22% year over year, 6.7% above the estimate.

• Fiscal.AiMorgan Stanley Adjusts Lennar Price Target to $58 From $65
• BenzingaMorgan Stanley Maintains Underweight on Lennar, Lowers Price Target to $58

No news on Figma today. Its industry peers (Software - Application) that day: “AI-return concerns extend software selloff, dragging Elastic 6.1% with Datadog and MongoDB”.

• Market pulseStellantis announces its Dodge brand will return to NASCAR Cup Series racing in 2027, marking a renewed factory-backed commitment to U.S. motorsports.
• BenzingaReported Earlier, Stellantis’ SRT Reimagines Jeep CJ-8 Scrambler Into Wrangler-Based Concept With First Independent Front Suspension For Wrangler
• Just AutoStellantis Fiat production in Italy disrupted by ECU shortage

• Fiscal.AiRaymond James Downgrades D.R. Horton to Underperform
• Fiscal.AiMorgan Stanley Adjusts D.R. Horton Price Target
• BenzingaMorgan Stanley Maintains Equal-Weight on D.R. Horton, Lowers Price Target to $130