Why stocks rose and fell on Nov 5, 2026
229 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 Utilities (−0.45%), the weakest Technology (−6.45%).
Gainers · 14
- Market pulseAppLovin posts record Q3 beat with strong Q4 guidance as BTIG raises price target to $450 from $396, maintains Buy
- Market pulseAppLovin’s Q3 beat and new ad model spur analyst price target hikes, top target now $540
- BenzingaAppLovin Sees Q4 Sales $2.365B-$2.395B vs $2.251B Est
The trigger was the quarterly report: EPS +76% year over year, 6.6% above the estimate.
- Market pulseEncore Capital Group reports Q3 2026 EPS of $5.57 with record global collections and raises full-year 2026 portfolio purchase, collections and EPS guidance
- GlobeNewswireEncore Capital Group Announces Third Quarter 2026 Financial Results
- BenzingaEncore Capital Gr Q3 EPS $5.57 Beats $3.37 Estimate, Sales $544.541M Beat $468.151M Estimate
The trigger was the quarterly report: EPS +76% year over year, 66.4% above the estimate.
- Market pulseAdma Biologics posts Q3 2026 GAAP profit of $49.9M on $141.1M revenue, raises FY2026 adjusted net income and EBITDA outlooks
- Market pulseADMA Biologics gets constructive FDA pre-IND feedback for SG-001 pneumococcal hyperimmune globulin, eyes abbreviated registrational Phase 3 and IND filing
- GlobeNewswireADMA Biologics Reports Third Quarter 2026 Financial Results and Provides Business Update
The trigger was the quarterly report: EPS +41% year over year, 14.5% above the estimate.
- Market pulseXeris Biopharma tops Q3 EPS and revenue estimates, raises 2026 revenue outlook to $395–$405 million
- Market pulseXeris Biopharma CEO accelerates Recorlev outlook, now sees nearly $1B annual sales 3–4 years earlier, supporting higher 2030 revenue view
- Business WireXeris Biopharma Reports Third Quarter 2026 Financial Results and Business Highlights
The trigger was the quarterly report: EPS +1,124% year over year, 89.5% above the estimate.
- Market pulseWarby Parker Q3 2026 revenue $244.7M (+10% YoY) misses estimates as company narrows 2026 revenue guidance to $966–$976M
- Market pulseWarby Parker Q3 2026 adjusted EPS $0.05 beats $0.03 consensus as revenue $244.7M misses, guidance narrowed to $966–$976M
- Business WireWarby Parker Announces Third Quarter 2026 Results
The trigger was the quarterly report: EPS +8% year over year, 31.8% above the estimate.
- Market pulseUnity posts record Q3 2026 with first GAAP profit, EPS $0.25 on revenue $622.1M, guides Q4 revenue $683M and EBITDA above consensus
- Market pulseUnity posts record Q3 2026 with first GAAP profit as strategic revenue jumps 59% and Unity Vector doubles QoQ guidance
- Business WireUnity Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +25% year over year, 742.0% above the estimate.
- Market pulseToyota beats fiscal Q2 estimates, raises profit guidance and unveils 2027 Tundra with refreshed design, Trailhunter overlanding package and $42,890 starting price
- Market pulseToyota raises full-year operating income forecast to ¥3.9T from ¥3.4T and expands share buyback authorization to ¥1.3T
- Investing.comToyota Q2 profit beats estimates; hikes guidance, buyback plans
The trigger was the quarterly report: EPS +34% year over year, 81.6% above the estimate.
- Market pulseLiberty Media posts Q3 EPS $0.56 (+117% YoY) beating estimates, revenue $1.2B (+13% YoY) misses, to acquire high-vote Series B shares
- Market pulseLiberty Media posts mixed Q3 as EPS $0.56 (+117% YoY) beats estimates, revenue $1.2B (+13% YoY) misses amid F1 strength, weaker MotoGP
- BenzingaLiberty Formula One Group Q3 Sales $1.226B Miss $1.245B Estimate
- Market pulseTapestry beats Q1 2027 estimates, raises FY27 outlook but guides to slower Q2 growth and modest margin expansion
- Market pulseTapestry beats Q1 2027 estimates and raises FY27 outlook on Coach-driven double-digit growth and larger share buybacks
- Business WireTapestry, Inc. Reports Fiscal 2027 First Quarter Results and Raises Full Year Outlook
The trigger was the quarterly report: EPS +32% year over year, 16.3% above the estimate.
- Market pulseVerisk beats Q3 estimates with non-GAAP EPS $1.96 (+14% YoY) and revenue $809M (+5% YoY), executes $100M accelerated share repurchase
- Market pulseVerisk beats Q3 estimates with non-GAAP EPS $1.96 (+14% YoY), revenue $809M (+5% YoY), maintains 2026 guidance
- Fiscal.AiVerisk Releases Third-Quarter 2026 Cargo Theft Analysis
The trigger was the quarterly report: EPS +14% year over year, 1.8% above the estimate.
- Market pulseCorpay Q3 2026 revenue up 18%, adjusted EPS up 32% as company raises full-year 2026 revenue and earnings guidance with midpoint adjusted EPS $28.00
- Market pulseCorpay beats Q3 2026 estimates with non-GAAP EPS $7.54, raises FY guidance and expands buyback authorization by $1B
- Business WireCorpay Reports Third Quarter Financial Results
The trigger was the quarterly report: EPS +32% year over year, 4.7% above the estimate.
- Market pulseRoyal Gold beats Q3 2026 estimates with non-GAAP EPS $2.80, revenue $464.8M, raises 2026 other metals sales guidance
- BenzingaRoyal Gold Q3 Adj. EPS $2.80 Beats $2.71 Estimate, Sales $464.800M Miss $465.963M Estimate
- Associated PressRoyal Gold: Q3 Earnings Snapshot
- Market pulseCF Industries reports fiscal Q3 2026 results with revenue $1.9B (+12% YoY), beats revenue estimates
- Market pulseCF Industries Q3 EPS $2.87 misses expectations while revenue $1.86B tops forecasts
- BenzingaCF Industries Holdings Q3 EPS $2.87 Beats $2.83 Estimate, Sales $1.860B Beat $1.785B Estimate
The trigger was the quarterly report: EPS +30% year over year, 1.6% below the estimate.
- Market pulseSony Group raises full-year profit and sales forecasts and lifts dividend after reporting a 44% jump in second-quarter net income.
- Market pulseSony Group beats Q2 estimates with EPS $0.48, revenue $21.6B, raises full-year net profit forecast to ¥1.3T from ¥1.2T
- BenzingaSony Group Q2 EPS ¥76.48, Sales ¥3.429T
The trigger was the quarterly report: EPS +38% year over year, 6.3% above the estimate.
Decliners · 215
- Market pulseVeracyte beats Q3 estimates with EPS $0.51 and revenue $151.8M, grows revenue 15% YoY, unveils $100M buyback
- Market pulseVeracyte resets Decipher growth outlook, issues preliminary 2027 guide for mid-single-digit revenue growth and ~22% adjusted EBITDA margin after Q3 beat
- GlobeNewswireVeracyte Announces Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS 0% year over year, 24.4% above the estimate.
- Market pulseFastly beats Q3 2026 estimates and raises 2026 outlook on large-customer and security-driven growth
- Market pulseFastly beats Q3 2026 estimates, raises 2026 outlook, and discloses industry-first full-platform deployment inside Comcast's network
- Business WireFastly Announces Leadership Transition in Go To Market as Scott Lovett Plans to Retire
The trigger was the quarterly report: EPS +143% year over year, 42.9% above the estimate.
- Market pulseUndisclosed Cree LED sale terms and AI-chip rout extend Penguin Solutions drop 16%
- Market pulsePost-election data-center slowdown fears drag AXT 16% lower with AI-optics peers Thursday morning
- Market pulseDemocratic sweep fuels data-center moratorium fears, sending Sandisk down 21% by 11:03 ET
- StocktwitsDow, S&P 500, Nasdaq Futures Mixed After A Democratic Sweep In Midterms: NVDA, MU, SNDK, NBIS, IREN In Focus
- BenzingaWhat's Going On With Sandisk Stock Today?
- Market pulseMidterm-driven data-center construction fears sink MaxLinear 15% as AI networking peers tumble
- Market pulseConstruction Partners acquires Georgia-based Piedmont Paving to expand along the Interstate 85 corridor
- Market pulseConstruction Partners posts preliminary FY26 results with ~30% revenue growth, lower EBITDA margin, and issues FY27 guidance
- PR NewswireConstruction Partners, Inc. Completes Georgia Acquisition
- Market pulseCaris Life Sciences raises 2026 revenue guidance after Q3 revenue beats estimates
- Market pulseCaris Life Sciences posts Q3 2026 non-GAAP EPS $0.05 vs $0.03 consensus, raises 2026 revenue outlook to $1.04–$1.05 billion
- PR NewswireCaris Life Sciences Reports Third Quarter 2026 Financial Results and Increases 2026 Revenue Guidance
The trigger was the quarterly report: EPS −38% year over year, 77.7% above the estimate.
- Market pulseKeel Infrastructure posts Q3 $62.4M loss on 59% revenue decline as it advances HPC data-center expansion plans
- Market pulseKeel Infrastructure withdraws 2026 target for three data-center leases, stops providing timing guidance on lease signings
- GlobeNewswireKeel Infrastructure Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS −25% year over year, 13.2% below the estimate.
- Market pulseDutch Bros hit with price target cuts from Stephens, TD Cowen, Freedom Capital and Gordon Haskett after Q3 results and lowered outlook
- Market pulseDutch Bros faces broad price target cuts after Q3 results and cautious traffic guidance
- Business WireDutch Bros Inc. Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +32% year over year, 3.8% above the estimate.
- Market pulseStrategic Education posts Q3 GAAP net loss of $98.3 million on revenue of $325.1 million
- Market pulseStrategic Education says 2026 notional outlook now unlikely, guides 2027 revenue roughly flat with lower margins
- Business WireStrategic Education, Inc. Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +6% year over year, 11.9% below the estimate.
- Market pulseDemocratic midterm sweep extends data-center selloff and sinks Legence 17% in early trading
- Earnings WhispersLegence Faces A Credibility Test As Shares Sink 41% Despite Back-To-Back Guidance Raises
- Market pulseDemocratic congressional sweep deepens Asian AI-chip selloff, dragging ASE Technology 8% pre-market
- Fiscal.AiASE Technology Unit Signs Facility Engineering Deals Worth NT$1.26 Billion
- Fiscal.AiASE Technology Unit Signs Facility Engineering Deals Worth NT$844.5 Million
- Market pulsePost-election data-center restrictions deepen AI-chip rout, sinking Astera Labs 18% by midday
- BenzingaUBS Maintains Neutral on Astera Labs, Lowers Price Target to $290
- BenzingaBMO Capital Initiates Coverage On Astera Labs with Outperform Rating, Announces Price Target of $375
- Market pulseMarvell selloff cuts fixed-ratio offer value, driving Lumentum 15% lower amid AI-data-center rout
- Manufacturing DiveMarvell agrees to buy Lumentum in $115B stock deal
- Market pulseMACOM lifts fiscal 2027 outlook to ~$2B revenue and $10 EPS as it beats Q4 2026 estimates with EPS $2.09 and revenue $424.8M
- Market pulseMACOM posts 63% Q4 revenue growth, lifts FY27 outlook to ~$2B revenue, $10 EPS and >40% operating margins
- GlobeNewswireMACOM Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results
The trigger was the quarterly report: EPS +122% year over year, 4.6% above the estimate.
- Market pulseElection-driven data-center pause fears extend Credo's AI-chip selloff 16% during Thursday trading
- Market pulseDemocratic Rep. Yassamin Ansari’s call to pause advanced AI development raises concern about Micron memory chip demand
- Market pulseMicron pauses plans for Taiwanese memory plant due to labor disputes
- StocktwitsDow, S&P 500, Nasdaq Futures Mixed After A Democratic Sweep In Midterms: NVDA, MU, SNDK, NBIS, IREN In Focus
- Market pulseDemocrats’ sweep of Congress fuels concerns Western Digital could face slower data center buildouts, cooler AI-related spending
- Fiscal.AiWestern Digital Corporation Provides Fiscal 2027 Financial Outlook
- Fiscal.AiWestern Digital Shares Decline Amid Political Rhetoric Regarding AI Data Center Development
- Market pulseMorningstar raises AMD fair value estimate to $570 from $530 on stronger long-term AI and server CPU growth expectations
- Market pulseYahoo Finance says Democrats winning control of both House and Senate heightens worries about overextended AI trade and potential slowing of data center buildouts for AMD
- International Business TimesThe Deal With Meta & OpenAI Just Cost AMD $1.1 Billion
- Market pulseQualcomm handset warning and Asia chip selloff drag UMC ADR 8% premarket
- BenzingaUMC October Net Sales Rise 18.33% YoY To NT$25.20B From NT$21.29B; January-October Sales Up 16.33% To NT$229.21B
- Fiscal.AiUnited Microelectronics Corporation Reports October 2026 Revenue Growth
- Market pulseLumentum deal overhang and broad AI-data-center rout drive Marvell down 15% intraday
- Fiscal.AiWall Street Analysts Update Ratings and Price Targets for Marvell Technology
- Manufacturing DiveMarvell agrees to buy Lumentum in $115B stock deal
- Market pulseDemocratic sweep and data-center backlash extend Bloom Energy selloff, driving shares down 15%
- BenzingaNTT DATA Inks Agreement With Bloom Energy To Deploy 900 MW Of Onsite Power Across Multiple Data Center Projects Globally
- Fiscal.AiNTT DATA and Bloom Energy Announce 900 MW Power Generation Agreement
- Market pulsePost-midterm AI buildout slowdown fears drive Everpure 16% lower in broad sector rotation
- Market pulseQualcomm miss and AI-buildout scrutiny drag Lam Research 5% lower with chip peers
- Market pulseLam Research announces new $25 billion share repurchase authorization and declares a $0.33 per share quarterly dividend
- PR NewswireLam Research Corporation Announces $25 Billion Share Repurchase Authorization and Declares Quarterly Dividend
- Market pulseDemocrats’ House and Senate wins spur worries about data center buildout slowdown impacting Seagate and broader chip sector
- Market pulsePost-midterm data-center fears and Qualcomm’s miss sink Teradyne 12% in broad chip rout
- MarketWatchTeradyne Inc. stock underperforms Thursday when compared to competitors
- Market pulseData-center moratorium fears deepen AI-infrastructure rotation, sinking Ciena 16% by early afternoon
- Fiscal.AiCiena Named a Leader in ABI Research's Open Line Systems for Data Center Interconnect Ranking
- Market pulseAST SpaceMobile announced it has been awarded a U.S. Space Force contract through STR to advance its space-based sensing capabilities.
- PR NewswireAST SpaceMobile, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - ASTS
- Business WireAST SpaceMobile Awarded U.S. Space Force Contract Through STR to Advance Space-Based Sensing Capabilities
- Market pulseNebius tied to Reuters report that U.S. election Democratic sweep fears could slow AI and data-center expansion via tougher scrutiny, construction pauses
- BenzingaCitigroup Maintains Buy on Nebius Group, Lowers Price Target to $265
- Earnings WhispersNebius Must Show Its Billion-Dollar AI Deals Can Outrun Losses And A Street Above Guidance
- Market pulsePost-election data-center regulation fears extend Dell’s AI-infrastructure selloff 5.6% in Thursday pre-market trading
- Fiscal.AiDell Technologies Releases 2026 Modern Enterprise Readiness Survey and Launches New Infrastructure Solutions
- Market pulseDemocrats' midterm sweep sparks AI-infrastructure rout, dragging Fabrinet 16% lower with optical peers
- Market pulseRockwell Automation Q4 EPS beats at $3.88 on tariff-refund boost as FY27 outlook guides 6%-9% organic sales, $14.50-$15.50 EPS
- Market pulseRockwell Automation beats with Q4 EPS $3.88 on tariff-refund boost, guides FY27 6%-9% organic growth and EPS $14.50-$15.50
- Business WireRockwell Automation Reports Fourth Quarter and Full Year 2026 Results; Introduces Fiscal 2027 Guidance
The trigger was the quarterly report: EPS +16% year over year, 5.1% above the estimate.
- Market pulseData-center moratorium fears after Democratic sweep extend Vertiv selloff, driving shares down 15%
- Market pulseMicrochip Technology to report earnings today after market close
- Market pulseMicrochip Technology beats fiscal Q2 2027 estimates with non-GAAP EPS $0.97 (+177% YoY) on revenue $1.6B (+42% YoY)
- GlobeNewswireMicrochip Technology Announces Financial Results for Second Quarter of Fiscal Year 2027
- Market pulseExpedia posts strong Q3 beat with EPS $9.39 on $4.9B revenue, but bookings outlook trails Wall Street forecasts
- Market pulseExpedia posts strong Q3 beat and issues Q4 revenue guidance of $3.69-$3.75B, full-year outlook of $16.37-$16.43B
- BenzingaExpedia Group Q3 Adj. EPS $9.39 Beats $8.90 Estimate, Sales $4.938B Beat $4.736B Estimate
The trigger was the quarterly report: EPS +24% year over year, 6.1% above the estimate.
- Market pulseDemocratic midterm sweep extends AI-infrastructure unwind, dragging Flex 14% lower by midday
- Market pulseQualcomm and Arm earnings concerns pull Applied Materials 5% lower with global chip stocks
- Earnings WhispersApplied Materials Brings Record AI Demand Into A Report The Market Has Stopped Trusting
- MarketWatchApplied Materials Inc. stock underperforms Thursday when compared to competitors
- Market pulseNews Corp reports quarterly revenue growth with increases across most business segments.
- Market pulseNews Corp reports fiscal Q1 2027 results with non-GAAP EPS $0.28 (+27% YoY) and revenue $2.3B (+6% YoY), beats EPS and revenue estimates
- BenzingaNews Q1 Adj. EPS $0.28 Beats $0.24 Estimate, Sales $2.281B Beat $2.253B Estimate
The trigger was the quarterly report: EPS +27% year over year, 6.6% above the estimate.
- Market pulsePost-election data-center backlash and Qualcomm weakness drag KLA 9.6% in broad chip rout
- Fiscal.AiKLA Corporation Announces Dividend Declaration Following Annual Meeting
- PR NewswireKLA Declares Regular Cash Dividend
- Market pulseNews Corp reports quarterly revenue growth with increases across most business segments.
- Market pulseNews Corp reports fiscal Q1 2027 results with non-GAAP EPS $0.28 (+27% YoY) and revenue $2.3B (+6% YoY), beats EPS and revenue estimates
- BenzingaNews Q1 Adj. EPS $0.28 Beats $0.24 Estimate, Sales $2.281B Beat $2.253B Estimate
The trigger was the quarterly report: EPS +27% year over year, 6.6% above the estimate.
- Market pulseArm doubles AGI CPU revenue ambition to up to $2B and beats fiscal Q2 2027 estimates
- Market pulseArm posts 27% fiscal Q2 2027 revenue growth, beats estimates and doubles AGI CPU revenue ambition to up to $2B FY27–28
- Business WireArm Holdings plc Reports Results for the Second Quarter of the Fiscal Year Ending 2027
The trigger was the quarterly report: EPS +33% year over year, 9.3% above the estimate.
- Market pulseDemocratic sweep and local data-center curbs extend Celestica selloff, cutting shares 12% by 2:03 ET
- Market pulseCoherent discloses roughly $20B five-year PhotonLink supply deal with major AI customer, expanding datacenter optics revenue visibility from 2028
- Market pulseRosenblatt cuts Coherent Corp price target on valuation multiple compression despite recent earnings beat and raised guidance
- GlobeNewswireCoherent Corp. Reports First Quarter Fiscal 2027 Results
The trigger was the quarterly report: EPS +80% year over year, 5.2% above the estimate.
- Market pulsePost-midterm AI data-center regulation fears sink Corning 12.5% alongside battered optical-networking peers
- MarketWatchCorning Inc. stock underperforms Thursday when compared to competitors
- Market pulseDemocratic midterm wins and data-center moratoriums extend nVent’s selloff 13% during Thursday trading
- Market pulseBroad Bitcoin-Ethereum liquidation selloff drags BitMine 11% lower throughout Thursday’s regular session
- CryptoProwlBitmine Resumes Stock Buybacks As Ethereum Purchases Slow
- StocktwitsBitcoin Breaks Below $76K, Wiping Out Over $1B Crypto Bets: MSTR, BMNR, CRCL, COIN Stocks Tumble Double Digits
- Market pulseQualcomm and Arm earnings rout drives STMicroelectronics 10% lower during regular trading
- BenzingaIf You Invested $100 In STMicroelectronics Stock 10 Years Ago, You Would Have This Much Today
- Fiscal.AiSTMicroelectronics Enhances ST87M01 NB-IoT Modules with SoftSIM and Zephyr Support
- Market pulsePost-election data-center backlash extends Quanta Services’ selloff by 12% during Thursday’s regular session
- Fiscal.AiQuanta Services Stock Declines Amid Market Reaction to Election Results
- Market pulseSummit Therapeutics announces its third-quarter and nine-month 2026 financial results and provides an update on operational progress.
- Market pulseSummit Therapeutics reports Q3 2026 results with non-GAAP EPS -$0.20 (+35% YoY), beating EPS estimates
- Business WireSummit Therapeutics Reports Financial Results and Operational Progress for the Third Quarter and Nine Months Ended September 30, 2026
- Market pulseAI-led market rout drags Rocket Lab 14% lower alongside high-beta space peers
- Fiscal.AiGlobalstar Petitions FCC Regarding Rocket Lab's Proposed Iridium Acquisition
- Fiscal.AiRocket Lab CFO Executes Prearranged Share Sale
- Market pulseMercadoLibre Q3 2026 EPS misses at $8.83 as operating margin falls to 6.3% despite 45% revenue growth
- Market pulseMercadoLibre Q3 2026 revenue jumps 45% to $10.75B beating estimates as EPS misses and operating margin falls to 6.3%
- BenzingaMercadoLibre Q3 EPS $8.83 Misses $9.27 Estimate, Sales $10.750B Beat $10.663B Estimate
- Market pulseSiTime Q3 2026 revenue jumps 257% to $298.7M, non-GAAP EPS $4.01 both beat estimates
- Market pulseSiTime Q3 2026 revenue jumps 257% to $298.7M and non-GAAP EPS $4.01 both beat estimates and Q4 revenue guided to $331–$341M
- GlobeNewswireSiTime Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +361% year over year, 10.7% above the estimate.
No news on Tower Semiconductor today. Its industry peers (Semiconductors) that day: “Democratic congressional sweep deepens Asian AI-chip selloff, dragging ASE Technology 8% pre-market”.
- Market pulseDemocratic midterm sweep and data-center backlash drive HPE down 9% with AI infrastructure peers
- Market pulseDemocratic sweep and data-center ballot defeats extend FIX selloff 10% in regular trading
- Fiscal.AiComfort Systems USA Authorizes Additional Share Repurchase Capacity
- Market pulsePost-midterm AI regulation fears and Qualcomm weakness drag onsemi 9% lower Thursday
- BenzingaCitigroup Maintains Neutral on ON Semiconductor, Lowers Price Target to $80
- Market pulseRubrik launches Rubrik-Hosted Protection, a cloud-hosted backup and cyber resilience service for on-premise unstructured data
- Fiscal.AiRubrik's 'Authorized Intelligence' Podcast Joins N2K CyberWire Network
- Business WireRubrik Extends Cyber Resilience Across Enterprise Unstructured Data
No news on Analog Devices today. Its industry peers (Semiconductors) that day: “Democratic congressional sweep deepens Asian AI-chip selloff, dragging ASE Technology 8% pre-market”.
- Market pulseIron Mountain issues Q4 and full-year revenue guidance below Wall Street forecasts despite Q3 earnings beat and 15% dividend hike
- Market pulseIron Mountain raises 2026 outlook on record data center leasing and ALM outperformance, issues Q4 and full-year revenue guidance below Wall Street forecasts
- Business WireIron Mountain Increases Quarterly Dividend per Share by 15%
The trigger was the quarterly report: EPS +19% year over year, 4.6% above the estimate.
- Market pulseRevolution Medicines posts Q3 2026 results with $197.6M RASONQUE net product revenue and $3.7B cash balance
- Market pulseRevolution Medicines beats Q3 2026 revenue estimates with $197.6M RASONQUE net product revenue
- GlobeNewswireRevolution Medicines Reports Third Quarter 2026 Financial Results and Update on Corporate Progress
The trigger was the quarterly report: EPS −18% year over year, 19.0% above the estimate.
- Market pulseAI-led market rout drags Glaukos 9% lower despite no company-specific news during regular trading
- Market pulseOvernight AI-sector selloff erases Arista’s earnings bounce, opening shares more than 6% lower
- BenzingaUBS Maintains Buy on Arista Networks, Raises Price Target to $291
- Fiscal.AiArista Networks Launches Open Rack-Scale Architectures for AI Networks
- Market pulseDemocratic midterm sweep raises AI data-center regulatory risks, sinking TSM 8.9% in regular trading
- Market pulseDemocratic sweep and threatened Musk probes drive Tesla 11% lower amid AI rout
- BeInCryptoTesla and SpaceX Stocks Fall as Investors Worry About Elon Musks Political Risk
- StocktwitsTesla, Uber Could Triple In 5 Years? Elon Musk Ally Jason Calacanis Says Both Stocks Are 50% Undervalued
- Market pulseTexas Instruments unveils TICS100MOD multiprotocol Industrial Ethernet module and TIOM2212 dual-channel IO-Link master for factory automation, IIoT
- BenzingaTexas Instruments Launches TICS100MOD, Industry’s Smallest Fully Featured Multiprotocol Module, And TIOM2212 IO-Link Master To Simplify Industrial Ethernet Integration For Connected Factories
- Fiscal.AiTexas Instruments Announces New Industrial Communication Devices
- Market pulseBroadcom: Reuters report says investors fear Democrats’ sweeping midterm victory could slow AI data-center buildouts, curb demand for chipmakers’ infrastructure hardware
- Market pulseDemocrats’ congressional election victory stokes worries over future AI data center regulation for AI-linked software firms including Okta
- Market pulseSun Life Financial posts Q3 2026 underlying EPS $2.05, up 10% YoY, reported EPS $1.40, down 29%, and raises quarterly dividend 4% to $1.00
- Market pulseSun Life Financial beats Q3 2026 estimates with non-GAAP EPS $1.47 (+12% YoY) and revenue $986.6M (-4% YoY)
- PR NewswireSunlife Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +12% year over year, 3.4% above the estimate.
- Market pulseIntel CEO Lip-Bu Tan buys 150,000 Intel shares for about $9.7M via family trust
- StocktwitsINTC Stock Dips Even After CEO Lip-Bu Tan Buys $9.7M Worth Of Intel Shares
- StocktwitsS&P 500, Nasdaq Surge Ahead After Democratic Sweep, Dow Jumps To One-Year High On Lower Oil AAPL, SNAP, INTC, CRWV, QCOM In Focus
- Market pulseRobinhood shares fall after bitcoin tumbles below $77,000, dragging crypto-related stocks lower amid a broader post-election sell-off.
- GlobeNewswireRobinhood Markets, Inc. to Present at the Wolfe Research Wealth Symposium on November 11, 2026
- Fiscal.AiRobinhood Markets, Inc. to Participate in Wolfe Research Wealth Symposium
No news on Monolithic Power System today. Its industry peers (Semiconductors) that day: “Democratic congressional sweep deepens Asian AI-chip selloff, dragging ASE Technology 8% pre-market”.
- Market pulseCrowdStrike shares fall after Democrats win control of Congress, triggering a broad selloff in AI-linked software stocks on fears of tougher scrutiny of AI data centers.
- BenzingaCrowdStrike Stock Plummets on AI Regulation Fears
- MarketWatchWhy CrowdStrike and cybersecurity stocks got crunched in Thursday's rout
- Market pulseWedbush cuts GlobalFoundries price target to $45 from $72 after Q3, trims valuation multiple to about 17x earnings
- Fiscal.AiNeedham Maintains Buy Rating on GlobalFoundries, Lowers Price Target
- BenzingaSusquehanna Maintains Positive on GLOBALFOUNDRIES, Lowers Price Target to $110
The trigger was the quarterly report: EPS +29% year over year, 3.5% above the estimate.
- Market pulseDemocratic sweep and data-center moratorium fears extend CoreWeave’s selloff 8.9% through Thursday afternoon
- BenzingaCitigroup Maintains Buy on CoreWeave, Lowers Price Target to $128
- Fiscal.AiCoreWeave Shares and Bonds Decline Amid Regulatory Concerns Following Election Results
- Market pulseAxon Q3 2026 non-GAAP EPS $1.72 on $908.6M revenue, misses estimates, cuts 2026 revenue and FCF outlook on Dedrone delays
- PR NewswireAxon reports record Q3 2026 revenue of $909 million, up 28% year over year
- PR NewswireAxon Invests $1.2 Billion in Skydio to Build the Future of Drone as First Responder
No news on Netapp today. Its industry peers (Software - Infrastructure) that day: “Post-midterm AI data-center selloff sinks NUAI 26% with Texas peers”.
- Market pulseDemocratic control of Congress heightens AI data center regulation concerns for Palantir
- Fiscal.AiBarclays Adjusts Palantir Technologies Price Target
- Fiscal.AiTruist Securities Raises Palantir Price Target Following Q3 Results
- Market pulseCoinbase (COIN) shares fall after Bitcoin breaks below $76,000, triggering over $1 billion in crypto liquidations and a broad selloff in crypto-related stocks.
- Fiscal.AiCoinbase and GiveDirectly Release Results from USDC Cash Transfer Pilot
- UnchainedCoinbase Lays Out Hot Wallet Controls as Customers Ask if a Binance-Style Hack Could Hit It
- Market pulseYahoo Finance links Democratic election win and AI data center scrutiny to AI-linked software stocks including Palo Alto Networks
- BenzingaReported Earlier, 'Palo Alto Networks in Talks to Pay $500 Million for AI Security Startup' - The Information
- BenzingaPalo Alto Networks Isn't Done Shopping: $500 Million AI Security Deal Could Be Next
No news on Wesco International today. The Industrials sector moved −4.28% (median).
- Market pulseNo clear catalyst identified; FTAI reverses post-earnings gains while aviation peers outperform
- Market pulseDemocratic sweep sparks data-center and aerospace selloff, dragging FTAI down 10.5% during regular trading
- BenzingaAmazon, Apple, FTAI Aviation And A Basic Material Stock: CNBC’s ‘Final Trades’
- Market pulseQualcomm tops Q4 estimates but handset revenue misses as it warns semiconductor cost pressures will persist until 2H fiscal 2027
- Market pulseQualcomm unveils long-term AWS custom AI silicon deal, targets >$650M data-center revenue next quarter and ~$5B annually by fiscal 2027
- Yahoo FinanceQualcomm tops Q4 estimates, offers better-than-anticipated outlook
The trigger was the quarterly report: EPS −28% year over year, 0.4% above the estimate.
- Market pulseAkamai Technologies to report earnings today after market close
- Market pulseAkamai Q3 2026 revenue $1.12B, non-GAAP EPS $1.77, issues long-term revenue guidance through 2028
- Fiscal.AiGM Sectec and Akamai to Host Security Leaders in São Paulo
- Market pulseAmazon Prime’s Uber Eats integration drives DoorDash down 13% in early regular trading
- Fiscal.AiDoorDash CEO Tony Xu to Participate in TomorrowX Summit
- Fiscal.AiRothschild & Co Redburn Adjusts DoorDash Price Target and Rating
- Market pulseASML cited by Reuters as European tech faces rotation after Democratic sweep in U.S. midterm elections and AI data-centre spending scrutiny concerns
No news on Amphenol today. Its industry peers (Electronic Components) that day: “Post-midterm AI data-center regulation fears sink Corning 12.5% alongside battered optical-networking peers”.
- Market pulseMKS Inc posts record Q3 2026 results with non-GAAP EPS $4.18 (+117% YoY) and revenue $1.4B (+43% YoY), beating estimates
- GlobeNewswireMKS Inc. Announces $500 Million Share Repurchase Program and Declares Quarterly Cash Dividend
- GlobeNewswireMKS Inc. Reports Third Quarter 2026 Financial Results
The trigger was the quarterly report: EPS +117% year over year, 15.1% above the estimate.
- Market pulseStrategy Inc (MSTR) shares fall after bitcoin drops below $76,000 amid a broad post-election risk-off selloff in crypto-related assets.
- StocktwitsBitcoin Breaks Below $76K, Wiping Out Over $1B Crypto Bets: MSTR, BMNR, CRCL, COIN Stocks Tumble Double Digits
- Fiscal.AiFermaca Named First NVIDIA Cloud Partner in Mexico
- BenzingaArm-based PCs Have Now Reached ~20% Of Global Shipments, Reflecting Growing Adoption Of Arm In Personal Computing. Google Introduced GoogleBook, A New Category Of AI-Native Laptops Built For Gemini Intelligence, With Arm Serving As A Primary Compute Platform For Many Models. NVIDIA’s RTX Spark, Built On Arm, Further Expands Our Reach Into Local AI, Content Creation And Gaming
- StocktwitsDow, S&P 500, Nasdaq Futures Mixed After A Democratic Sweep In Midterms: NVDA, MU, SNDK, NBIS, IREN In Focus
No news on Zscaler today. Its industry peers (Software - Infrastructure) that day: “Post-midterm AI data-center selloff sinks NUAI 26% with Texas peers”.
- Market pulseGuardant Health Inc reports fiscal Q3 2026 results with non-GAAP EPS $-0.29 (+61% YoY) and revenue $361.0M (+36% YoY), beats EPS and revenue estimates
- BenzingaTwinStrand Biosciences Announces Confirmation Of U.S. Patent And Trademark Office Regarding Patentability Of All 23 Claims Of U.S. Patent Against Guardant Health
- BenzingaGuardant Health Q3 Adj. EPS $(0.29) Beats $(0.32) Estimate, Sales $360.975M Beat $350.358M Estimate
No news on Generac today. The Industrials sector moved −4.28% (median).
- Market pulseCircle Internet Group shares fall after multiple Wall Street firms cut price targets and flagged slowing core USDC business and softer margin outlook despite the Q3 beat.
- Market pulseCircle Internet Group hit by Wall Street price target cuts on concerns over slowing USDC growth and softer margin outlook
- BeInCryptoCircle CEO Says Freeze-and-Seize Tools Give Stablecoins an Edge Over Correspondent Banking
The trigger was the quarterly report: EPS +31% year over year, 119.5% above the estimate.
No news on Jabil today. Its industry peers (Electronic Components) that day: “Post-midterm AI data-center regulation fears sink Corning 12.5% alongside battered optical-networking peers”.
- Market pulseSuper Micro, IBM and NVIDIA launch KV cache storage solution to accelerate large-scale AI inference beyond GPU memory limits
- BenzingaSmartbird Partners With Super Micro Computer To Offer AI Infrastructure Customized To Firms Workloads
- PR NewswireSupermicro Launches KV Cache Solution with IBM and NVIDIA Demonstrating Significant Inference Performance Benefits
No news on APi today. Its industry peers (Engineering & Construction) that day: “Post-election data-center backlash extends Quanta Services’ selloff by 12% during Thursday’s regular session”.
No news on Ubiquiti today. Its industry peers (Communication Equipment) that day: “Post-midterm data-center regulation fears drive Extreme Networks 10% lower alongside networking peers”.
- Fiscal.AiNucor President and COO Stephen D. Laxton Sells Shares Worth Over $2.9 Million
- ZacksBull of the Day: Nucor (NUE)
- Fiscal.AiNucor Corporation Operational and Financial Update
- Market pulseCloudflare beats fiscal Q3 2026 estimates with non-GAAP EPS $0.38 (+41% YoY) and revenue $782.5M (+39% YoY), issues Q4 and FY26 revenue guidance
- Market pulseCloudflare beats Q3 2026 estimates with EPS $0.38 (+41% YoY), revenue $782.5M (+39% YoY), appoints Christian Smith President of Revenue
- Business WireSentinelOne Wins Cloudflare's 2026 Technology Ecosystem Partner of the Year Award
No news on QXO today. The Industrials sector moved −4.28% (median).
- Market pulseZoetis beats Q3 estimates with adjusted EPS $1.75, revenue $2.39B, raises 2026 EPS outlook and narrows revenue guidance
- Market pulseZoetis raises 2026 EPS guidance and narrows revenue outlook amid persistent companion animal headwinds
- BenzingaNeogen Says Australian, New Zealand Review Of Genomics Sale To Zoetis Expected To Conclude Early 2027; Zoetis Offered To Divest Some Australian Assets
The trigger was the quarterly report: EPS +3% year over year, 15.7% above the estimate.
No news on Reddit today. The Communication Services sector moved −1.47% (median).
- Business WireJacobs selected for major New Zealand highway project
- BenzingaJacobs Selected To Provide Design And Project Delivery Services For The Warkworth To Te Hana Ara Tūhono Section Of New Zealand's ~$2.1B Northland Corridor Highway Program; Will Design All 15 Bridges
- Fiscal.AiJacobs Selected for New Zealand Highway Project
- Market pulseAffirm Holdings Inc is scheduled to announce earnings today after market close
- BenzingaAffirm Holdings Q1 EPS $0.47 Beats $0.38 Estimate, Sales $1.262B Beat $1.211B Estimate
- Business WireAffirm reports first fiscal quarter 2027 results
No news on NXP Semiconductors today. Its industry peers (Semiconductors) that day: “Democratic congressional sweep deepens Asian AI-chip selloff, dragging ASE Technology 8% pre-market”.
No news on SoFi Technologies today. The Financial sector moved −2.52% (median).
- Market pulseMorgan Stanley cuts Cisco Systems to Equal-weight from Overweight, lowers price target to $120
- Earnings WhispersCisco's AI Super Cycle Faces Its First Test As Margins And A Sliding Stock Raise Doubts
- BenzingaMorgan Stanley Downgrades Cisco Systems to Equal-Weight, Lowers Price Target to $120
No news on Steel Dynamics today. The Basic Materials sector moved −2.84% (median).
- Mining TechnologyFreeport to invest $4.5bn in Bagdad project expansion
No news on Elbit Systems today. Its industry peers (Aerospace & Defense) that day: “AI-led market rout drags Rocket Lab 14% lower alongside high-beta space peers”.
No news on Baker Hughes today. The Energy sector moved −4.14% (median).
- BenzingaFermium Research Maintains Buy on Qnity Electronics, Lowers Price Target to $160
- Fiscal.AiFermium Research Maintains Qnity Electronics at Buy, Lowers Price Target
- Fiscal.AiBarclays Adjusts Price Target for Qnity Electronics
The trigger was the quarterly report: EPS +44% year over year, 21.5% above the estimate.
- Market pulseRalph Lauren beats fiscal Q2 2027 estimates, raises FY 2027 constant-currency revenue growth guidance to 6%–7% and operating margin expansion to 80–100 bps
- Market pulseRalph Lauren beats fiscal Q2 2027 estimates, raises FY27 constant-currency revenue growth guidance to 6–7% and margin expansion to 80–100 bps
- Business WireRalph Lauren Reports Second Quarter Fiscal 2027 Results Ahead of Expectations and Raises Fiscal 2027 Outlook
The trigger was the quarterly report: EPS +22% year over year, 9.0% above the estimate.
No news on MongoDB today. Its industry peers (Software - Infrastructure) that day: “Post-midterm AI data-center selloff sinks NUAI 26% with Texas peers”.
- PR NewswireBlue Owl Capital Corporation Announces September 30, 2026 Financial Results
- PR NewswireBlue Owl Technology Finance Corp. Announces September 30, 2026 Financial Results
- BenzingaBlue Owl Real Estate Net Lease Trust Says It Sold 15,744,422 Common Shares For About $169.8M In Unregistered Offering At September 30 NAV
No news on United Rentals today. The Industrials sector moved −4.28% (median).
No news on YPF today. The Energy sector moved −4.14% (median).
- GlobeNewswireTeck Releases North America Truth and Reconciliation Action Plan
- Earnings WhispersUnited Therapeutics Misses On EPS As Thymmune Charge Obscures Record Revenue And A Tyvaso Reacceleration
- Fiscal.AiUnited Therapeutics Announces Acquisition of Pfizer Royalty Interest in Ralinepag
- Fiscal.AiBTIG Raises Price Target on United Therapeutics
- Market pulseNatera names longtime executive Solomon Moshkevich CEO as Steve Chapman shifts to consultant and board advisor role, effective immediately
- Market pulseNatera Inc reports fiscal Q3 2026 results with revenue $794.0M (+34% YoY), beats revenue estimates
- Fiscal.AiNatera Wins $19.3 Million Patent Infringement Verdict Against ArcherDX
No news on TPG today. The Financial sector moved −2.52% (median).
- Market pulsePaycom beats fiscal Q3 2026 estimates with non-GAAP EPS $3.37 (+74% YoY), revenue $543.8M (+10% YoY), issues FY revenue guidance $2.21B-$2.22B
- Market pulsePaycom beats Q3 estimates with non-GAAP EPS $3.37 (+74% YoY) as adjusted EBITDA margin jumps to 49.3%
- Business WirePaycom Software, Inc. Reports Third Quarter 2026 Results
The trigger was the quarterly report: EPS +74% year over year, 19.9% above the estimate.
No news on Sailpoint today. Its industry peers (Software - Infrastructure) that day: “Post-midterm AI data-center selloff sinks NUAI 26% with Texas peers”.
No news on Pinterest today. The Communication Services sector moved −1.47% (median).
No news on Interactive Brokers today. Its industry peers (Capital Markets) that day: “Robinhood shares fall after bitcoin tumbles below $77,000, dragging crypto-related stocks lower amid a broader post-election sell-off.”.
No news on Symbotic today. The Industrials sector moved −4.28% (median).
- Market pulseCarlyle Group Inc reports fiscal Q3 2026 results with revenue $334.1M (-57% YoY), misses revenue estimates
- Market pulseCarlyle posts strong Q3 2026 distributable earnings on realizations, guides to record Q4 inflows and 2027 fee step-up
- BenzingaCarlyle Group Q3 Adj. EPS $1.12 Beats $1.00 Estimate, Sales $994.500M Beat $946.491M Estimate
The trigger was the quarterly report: EPS +17% year over year, 15.1% above the estimate.
No news on HF Sinclair today. The Energy sector moved −4.14% (median).
- Market pulseGlobus Medical Q3 2026 EPS $1.23 beats, revenue $763.7M misses as company cuts 2026 revenue outlook to $3.09B, reaffirms EPS, adds $500M buyback
- Market pulseGlobus Medical Q3 revenue $763.7M, non-GAAP EPS $1.23, lowers full-year 2026 revenue outlook to $3.09B, reaffirms EPS guidance, boosts share repurchase program by $500M
- GlobeNewswireGlobus Medical Reports Third Quarter 2026 Results and Announces a $500 Million Increase to the Share Repurchase Program
No news on Southern Copper today. The Basic Materials sector moved −2.84% (median).
No news on Elanco Animal Health today. The Healthcare sector moved −4.30% (median).
No news on Teledyne Technologies today. The Technology sector moved −6.45% (median).
- Market pulseWestern Midstream beats Q3 2026 revenue estimates with $1.2B (+25% YoY), Adjusted EBITDA up 12% YoY, reaffirms 2026 guidance
- Market pulseWestern Midstream Q3 EPS $0.78 misses Zacks’ $0.89 consensus estimate on $1.19 billion in revenue
- PR NewswireWestern Midstream Announces Third-Quarter 2026 Results
No news on Reliance today. The Basic Materials sector moved −2.84% (median).
No news on XPO today. Its industry peers (Trucking) that day: “ArcBest beats Q3 2026 estimates with 79% EPS growth and margin gains as LTL and Asset-Light rebound”.
No news on Nordson today. The Industrials sector moved −4.28% (median).
No news on Woodward today. Its industry peers (Aerospace & Defense) that day: “AI-led market rout drags Rocket Lab 14% lower alongside high-beta space peers”.
- Market pulseSK Telecom Co Ltd ADR reports fiscal Q3 2026 results with non-GAAP EPS $0.79 (+218% YoY) and revenue $3.4B (+20% YoY), beats EPS and revenue estimates
No news on Kymera Therapeutics today. Its industry peers (Biotechnology) that day: “Post-midterm AI selloff drags Twist Bioscience 15% lower alongside high-beta genomics peers”.
- Market pulseServiceNow expands AI partnership with Elite partner LTM to serve more than 700 shared enterprise customers
- Business WireLTM and ServiceNow expand partnership to scale agentic AI and accelerate joint go-to-market
- BenzingaReported Earlier, ServiceNow And LTM Plan Expanded Partnership Combining ServiceNow AI Platform With LTM Expertise To Help Enterprises Deploy Agentic AI At Scale
No news on Applied Industrial Technologies today. The Industrials sector moved −4.28% (median).
No news on Equitable today. The Financial sector moved −2.52% (median).
- Market pulseOscar Health posts record Q3 2026 profit, beats revenue estimates with $5.1B, raises 2026 earnings outlook for third time
- Market pulseOscar Health posts record Q3 with GAAP EPS $0.49 vs ($0.11) expected, raises 2026 operating-earnings guidance to $850–$950 million
- Business WireOscar Health Announces Financial Results for Third Quarter 2026 and Raises Full Year 2026 Outlook
The trigger was the quarterly report: EPS +192% year over year, 440.7% above the estimate.
No news on Sunbelt Rentals today. The Industrials sector moved −4.28% (median).
No news on Sea today. The Consumer Cyclical sector moved −2.39% (median).
- Market pulseHost Hotels & Resorts posts Q3 2026 FFO $0.39 beat, issues full-year FFO guidance $2.21 per share on $6.21B revenue outlook
- GlobeNewswireHost Hotels & Resorts, Inc. Reports Results for the Third Quarter of 2026
- GlobeNewswireHost Hotels & Resorts Acquires 1 Hotel Brooklyn Bridge and Renaissance Dallas at Plano Legacy West Hotel
The trigger was the quarterly report: EPS +11% year over year, 5.0% above the estimate.
- Market pulseHalozyme Therapeutics Inc is scheduled to announce earnings today after market close
- Market pulseHalozyme Therapeutics posts Q3 2026 revenue $493M (+39% YoY), non-GAAP EPS $2.39, beating estimates and raising 2026 revenue and earnings guidance
- PR NewswireHALOZYME REPORTS THIRD QUARTER 2026 RESULTS AND RAISES FULL YEAR 2026 FINANCIAL GUIDANCE
No news on BrightSpring Health Services today. The Healthcare sector moved −4.30% (median).
No news on Telefonaktiebolaget L M Ericsson today. Its industry peers (Communication Equipment) that day: “Post-midterm data-center regulation fears drive Extreme Networks 10% lower alongside networking peers”.
No news on Westinghouse Air Brake Technologies today. The Industrials sector moved −4.28% (median).
No news on Honeywell International today. The Industrials sector moved −4.28% (median).
- Market pulseDigital Realty, Goodman Group to buy up to 9.9% of NextDC at A$9.50, 45.5% premium
- Investing.comNextDC shares surge 43% as Goodman, Digital Realty buy stake
- GlobeNewswireDigital Realty Innovation Lab Sao Paulo Expands AI Infrastructure Testing in Latin America
No news on Corebridge Financial today. The Financial sector moved −2.52% (median).
- Market pulseEmbraer announces a definitive agreement to sell six new Phenom 300E jets to Wheels Up for delivery in the second half of 2027.
- PR NewswireWheels Up to Further Expand Premium Fleet with Order of Six Factory-New Embraer Phenom 300E Jets
- BenzingaWheels Up Announces Deal With Embraer To Buy Six New Phenom 300E Jets For 2H 2027 Delivery; Terms Not Disclosed
No news on Viking today. The Consumer Cyclical sector moved −2.39% (median).
No news on Cadence Design Systems today. Its industry peers (Software - Application) that day: “Strategy Inc (MSTR) shares fall after bitcoin drops below $76,000 amid a broad post-election risk-off selloff in crypto-related assets.”.
- PR NewswireAmcor Reports Solid Results for Quarter ended September 30, 2026
- BenzingaAmcor Q1 Adj. EPS $0.95 Misses $0.99 Estimate, Sales $6.129B Beat $5.753B Estimate
- BenzingaAmcor Q1 2027 Earnings Call Transcript
No news on Repligen today. Its industry peers (Medical Instruments & Supplies) that day: “Envista delays expected China rebound to 1H 2027, guides Q4 core growth flat-to-down after Q3 beat”.
No news on F5 today. Its industry peers (Software - Infrastructure) that day: “Post-midterm AI data-center selloff sinks NUAI 26% with Texas peers”.
No news on Revvity today. The Healthcare sector moved −4.30% (median).
- Market pulseHubSpot beats Q3 2026 estimates with EPS $3.81, 17% revenue growth but sees 2026 net new ARR decline amid AI headwinds
- Market pulseHubSpot lifts full-year non-GAAP EPS guidance to $13.59–$13.61 but cuts 2026 free cash flow outlook to about $720M from $750M
- Business WireHubSpot Reports Q3 2026 Results
The trigger was the quarterly report: EPS +43% year over year, 16.4% above the estimate.
No news on BWX Technologies today. Its industry peers (Aerospace & Defense) that day: “AI-led market rout drags Rocket Lab 14% lower alongside high-beta space peers”.
- Market pulseTexas Pacific Land Corp reports Q3 2026 results with revenue $273.4M (+35% YoY), beating revenue estimates
- Market pulseTexas Pacific Land posts record Q3 2026 results with diluted EPS $2.42, revenue $273.4M (+35% YoY), declares $0.60 quarterly dividend payable Dec. 15, 2026
- BenzingaTexas Pacific Land Q3 EPS $2.42 Beats $2.33 Estimate, Sales $273.390M Beat $248.000M Estimate
The trigger was the quarterly report: EPS +38% year over year, 4.0% above the estimate.
No news on Williams today. The Energy sector moved −4.14% (median).
- GlobeNewswireFortinet and Equinix Secure Distributed AI at Scale
- Fiscal.AiFortinet Announces Availability of FortiAIGate on Equinix Distributed AI Hub
- Market pulseFerguson declares a new cash dividend as disclosed in a Business Wire announcement today.
- Business WireFerguson Declares Dividend
- Business WireMasTec Suspends Late Stage Negotiations of an Acquisition to Prioritize Share Repurchases
- BenzingaMasTec Suspends Talks For Proposed Acquisition Opportunity To Prioritize $250M Stock Buyback Plan
- Fiscal.AiMasTec Renewables Completes Construction of Nimbus Wind Farm
- Earnings WhispersMartin Marietta Beats On Lhoist Contribution, But The Heritage Aggregates Business Is Weakening
- Fiscal.AiWells Fargo Adjusts Price Target on Martin Marietta Materials to $589 From $579
- BenzingaWells Fargo Maintains Overweight on Martin Marietta Materials, Raises Price Target to $589
The trigger was the quarterly report: EPS −8% year over year, 8.6% below the estimate.
No news on Mueller Industries today. The Industrials sector moved −4.28% (median).
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