AD

Archer-Daniels-Midland Company

ADM Q1 2026

ADM’s shares slipped just shy of a neutral reaction, rising 2.3% post-earnings, reflecting tempered investor response despite raised guidance and improved margins in crushing and ethanol segments. While operational efficiency gains and favorable commodity conditions provided support, the market appeared cautious on the overall tone and incremental upside.

AE

American Electric Power Company, Inc.

AEP Q1 2026

Shares declined 1.6% following the quarter as investors digested a reaffirmation of full-year guidance amid rising capital intensity and no clear acceleration in earnings growth. The stock response suggests investor caution despite a solid backlog of contracted load and expanded investments.

AE

Atlas Energy Solutions Inc.

AESI Q1 2026

The stock rallied 3.6% post-earnings, reflecting investor approval of the accelerating demand recovery in sand and logistics, improving margins, and the meaningful commercial momentum in the power business driven by large power purchase agreements and secured equipment supply.

AK

ALK-Abello A/S

AKBLF Q1 2026

ALK reported solid execution with broad-based double-digit revenue growth and margin expansion, but the stock remained flat as investors digested normalization in margin mix and cautious commentary on partner-related revenue trends.

AM

Advanced Micro Devices, Inc.

AMD Q1 2026

AMD's shares jumped 23.4% post-earnings, driven by a notable acceleration in AI-related demand that propelled significant revenue growth and positioned the company as a central player in AI infrastructure.

AO

Angel Oak Mortgage, Inc.

AOMR Q1 2026

Shares declined 1.8% as investors weighed unrealized valuation losses driven by macroeconomic volatility and geopolitical tensions, offsetting solid underlying net interest income growth. The market reacted cautiously despite stable operating execution and consistent securitization activity.

AP

Apple Hospitality REIT, Inc.

APLE Q1 2026

Apple Hospitality REIT shares rose 6.5% post-earnings, reflecting investor approval of the company’s raised RevPAR guidance and margin expansion despite a cautious outlook on macroeconomic and geopolitical risks.

AT

Atkore Inc.

ATKR Q2 2026

Atkore’s shares rose 3.5% following its Q2 report, reflecting investor approval of improving organic volumes, productivity gains, and progress on strategic divestitures despite ongoing nonoperating impairments and a sizable litigation settlement charge.

AT

Atomera Incorporated

ATOM Q1 2026

Atomera’s shares fell 12% as the market reacted negatively to cautious near-term outlook signals and signs of continued customer evaluation cycles delaying clear adoption milestones, reflecting ongoing uncertainty rather than immediate commercial ramp.

BB

BigBear.ai Holdings, Inc.

BBAI Q1 2026

The market rewarded BigBear.ai’s first quarter report with a 4.8% gain, driven by strong contract wins across national security and trade and travel segments, improving backlog, and better gross margins that collectively outpaced investor expectations.

BC

Boise Cascade Company

BCC Q1 2026

Boise Cascade’s shares dipped slightly (-0.1%) following modest first quarter sales declines and margin pressure, with investors likely concerned about ongoing EWP pricing weakness and margin compression despite stable volume trends and steady plywood pricing.

BF

Bright Horizons Family Solutions Inc.

BFAM Q1 2026

Shares dropped 18% following a cautious outlook and lack of meaningful upside in Back-Up Care margins, which tempered enthusiasm despite solid revenue growth. Investors reacted negatively to signs of margin pressure and cautious commentary on long-term growth execution.

BO

Hugo Boss AG

BOSS.DE Q1 2026

HUGO BOSS shares edged modestly higher by 2.6% following Q1 results that reflected deliberately restrained sales growth and ongoing brand repositioning efforts. While disciplined cost management supported margin expansion, top-line declines and cautious commentary on consumer demand limited upside.

BR

BellRing Brands, Inc.

BRBR Q2 2026

BellRing Brands shares plunged 36.1% post-earnings, reflecting investor disappointment over margin compression driven by a worse-than-expected sales mix, intensified promotional spending, and cost headwinds amid a cautious demand outlook. Despite modest top-line growth, profitability pressures and higher freight and inventory charges weighed heavily.

BS

Black Stone Minerals, L.P.

BSM Q1 2026

Shares declined 4.7% as investors reacted negatively to an implied cautious pricing environment and volatile commodity realizations that pressured margins despite steady production growth and maintained guidance.

BW

BWX Technologies, Inc.

BWXT Q1 2026

BWXT’s shares declined modestly by 0.7% following its Q1 2026 report, reflecting cautious investor response despite solid revenue and backlog growth, likely due to ongoing margin pressure and mixed segment performance.

CI

Cipher Mining Inc. Common Stock

CIFR Q1 2026

Cipher Digital’s shares surged 22.5% following its first quarter update, driven by the signing of a third data center campus lease and substantial capital raises that bolster its long-term contracted cash flow profile, signaling strong execution on its hyperscale-focused strategy.

CM

Cummins Inc.

CMI Q1 2026

Cummins shares rose 9.0% following better-than-expected demand in power generation and international markets alongside an upward revision to full-year revenue and truck market guidance.

CN

CNA Financial Corporation

CNA Q1 2026

Shares declined 7.3% as investors were disappointed by margin compression driven by unfavorable reserve development and continued underwriting losses, particularly in excess casualty and affinity professional E&O lines, despite modest premium growth.

CP

Coupang, Inc.

CPNG Q1 2026

Coupang’s shares declined 11.7% post-earnings as investors were disappointed by ongoing margin compression driven by costly vouchers and temporary network inefficiencies, while growth recovery remains gradual. Despite management’s optimistic long-term outlook, the immediate profit pressures and cautious revenue trajectory weighed on sentiment.

CR

Crescent Energy Company

CRGY Q1 2026

Shares declined 4.4% as investors reacted negatively to cautious commentary on future growth opportunities and a lack of meaningful upward revision to full-year guidance despite operational execution and cost savings.

DO

DigitalOcean Holdings, Inc.

DOCN Q1 2026

DigitalOcean’s Q1 results beat expectations, driving a +48.0% stock surge, fueled by accelerating revenue growth, rapidly expanding AI and large customer base, and an optimistic raised guidance for 2026 and 2027.

DR

Leonardo DRS Inc. Common Stock

DRS Q1 2026

The 4.5% stock increase reflects investor approval of Leonardo DRS’s revenue growth, margin expansion, and raised full-year outlook, driven by strong demand in tactical radars and favorable contract wins.

EM

Embecta Corp. Common Stock

EMBC Q2 2026

Embecta shares plummeted 61.5% following a disappointing quarter marked by a sharp revenue decline and a significant guidance cut driven primarily by share losses and volume softness in its core pen needle category.

EN

Energizer Holdings, Inc.

ENR Q2 2026

Shares declined 1.9% as investors appeared cautious on the tempered guidance for the back half of fiscal 2026, driven by a softer macro environment and lower-than-expected tariff credits, partially offsetting operational progress.

ET

Energy Transfer LP

ET Q1 2026

Energy Transfer’s stock declined 1.0% following a mixed quarter that delivered solid operational metrics but failed to fully assuage investor concerns around margin pressure and cautious full-year guidance revisions. While operational execution remains intact, the incremental capital spending, margin headwinds in key segments, and hedging risks temper the outlook and likely constrained investor enthusiasm despite raised guidance.

EV

Eve Holding, Inc.

EVEX Q1 2026

The stock surged 13.7% following earnings, driven primarily by the successful inaugural flight and extensive progress in the engineering prototype’s test campaign. Investors appear encouraged by the clear path toward the transition phase and enhanced confidence in the certification timeline.

EV

EVgo Inc. Class A Common Stock

EVGO Q1 2026

EVgo shares declined 10.8% post-earnings, driven primarily by cautious outlook signals and ongoing negative adjusted EBITDA, despite solid revenue growth and network expansion.

EX

Exelixis, Inc.

EXEL Q1 2026

Exelixis shares rose 10.3% following a quarter that demonstrated solid revenue growth driven by cabozantinib and encouraging pipeline progress, reassuring investors on the near-term commercial momentum and long-term opportunity.

FA

Diamondback Energy, Inc.

FANG Q1 2026

Diamondback’s shares dropped 8.7% following earnings, reflecting investor disappointment with the cautious tone on capital allocation and implied moderation in growth despite encouraging well performance. The market appears concerned that incremental production increases come alongside slower buybacks and more cautious buyback timing, tempering enthusiasm.

FE

Ferguson plc

FERG Q1 2026

Shares dropped 3.3% as investors reacted to signs of deceleration in key residential end markets and margin pressures in Canada, despite overall revenue growth and margin expansion in the U.S.

FI

Fiserv, Inc.

FISV Q1 2026

Fiserv’s shares plunged 10.7% post-earnings as investors were disappointed by soft revenue growth impacted by lower inflation and interest rates in Argentina, margin pressures from ongoing investments, and a cautious outlook on near-term financial results despite operational progress.

FL

Flywire Corporation

FLYW Q1 2026

Flywire’s shares surged 23.1% following earnings, driven by broad-based revenue growth and expanding enterprise deals across multiple verticals, signaling strong execution and optimism about long-term scale and efficiency improvements.

FT

Fortrea Holdings Inc. Common Stock

FTRE Q1 2026

Fortrea’s shares rallied 27.7% following the quarter as improving commercial traction, diversification into biotech, and operational milestones notably exceeded investor expectations.

GB

Golub Capital BDC, Inc.

GBDC Q2 2026

GBDC's shares declined 2.7% following the quarter as investors reacted to mark-to-market fair value write-downs driven by meaningful spread widening, which weighed on NAV despite underlying credit fundamentals remaining stable.

HC

The Hackett Group, Inc.

HCKT Q1 2026

Shares of The Hackett Group fell sharply by 25.5% following earnings, reflecting investor disappointment with cautious near-term demand commentary and a lack of clear revenue growth visibility amid a disruptive strategic pivot to an AI platform-enabled delivery model.

HI

Huntington Ingalls Industries, Inc.

HII Q1 2026

Shares dropped 12.1% following the earnings release as investors reacted negatively to cautious outlook signals and margin pressures implied in the results, despite solid top-line growth in shipbuilding. The pace of operational progress and contract awards failed to offset concerns about future profitability and investment intensity.

HS

HSBC Holdings plc

HSBA.L Q1 2026

HSBC shares declined 1.2% following Q1 2026 results, reflecting investor caution despite stable revenue growth and updated guidance; elevated credit costs and margin pressures likely weighed on sentiment.

HT

Hercules Capital, Inc.

HTGC Q1 2026

Hercules Capital delivered results largely in line with prior guidance and expectations, reflected in a flat stock reaction post-earnings. While originations and income reached record levels, market volatility and cautious positioning tempered investor enthusiasm.

ID

IDEXX Laboratories, Inc.

IDXX Q1 2026

IDEXX's Q1 results delivered solid organic revenue growth and margin expansion, but the market response was muted with a +2.9% reaction, reflecting investor caution despite raised guidance and favorable fundamentals.

II

Innovative Industrial Properties, Inc.

IIPR Q1 2026

The stock rose 9.1% following earnings, reflecting investor approval of the significant regulatory milestone moving medical cannabis to Schedule III and solid progress in leasing activity, which eased concerns about portfolio stability and growth prospects.

IN

Ingredion Incorporated

INGR Q1 2026

Ingredion's shares declined modestly by 0.5% as operational challenges at its Argo facility and softer demand weighed on Food and Industrial Ingredients U.S./Canada results, offsetting solid performance in its Texture and Healthful Solutions segment.

IN

Innovex International, Inc.

INVX Q1 2026

Shares declined modestly by 1.1% following the earnings release, reflecting investor caution despite the company beating guidance on revenue and margins; sequential revenue deceleration and softness in the Middle East appear to have tempered enthusiasm.

IP

International Petroleum Corporation

IPCO.TO Q1 2026

IPC’s shares fell 4.3% after the company increased capital expenditure guidance notably, reflecting investor concerns over margin compression and free cash flow pressure despite stable production and raised operating cash flow outlook.

IQ

IQVIA Holdings Inc.

IQV Q1 2026

IQVIA Holdings Inc. shares rallied 9.6% post-earnings, primarily driven by a meaningful beat on both revenue and adjusted EPS versus guidance, supported by notable acceleration in organic growth across commercial and clinical segments.

IT

Gartner, Inc.

IT Q1 2026

Gartner’s shares edged up modestly by 2.3% after reporting results that were generally in line with expectations, but the market reaction suggests cautious investor sentiment likely due to geopolitical headwinds slowing client decisions late in the quarter.

KK

KKR & Co. Inc.

KKR Q1 2026

KKR shares declined 2.5% following earnings, reflecting investor caution despite solid fee growth, with concerns likely rooted in cautious commentary on direct lending and modest growth in insurance segment operating earnings.

LC

Lucid Group Inc. Common Stock

LCID Q1 2026

Shares dropped 7.5% as investors reacted negatively to the cautious outlook and evident operational challenges highlighted during the call, particularly the slowdown in deliveries and elevated costs despite revenue growth and capital raises.

LD

loanDepot, Inc.

LDI Q1 2026

loanDepot shares declined 7.3% post-earnings, reflecting investor disappointment primarily driven by margin compression amid growing volume and a cautious outlook on profitability timing.

LD

Leidos Holdings, Inc.

LDOS Q1 2026

Leidos shares dropped 9.3% post-earnings on concerns about a cautious outlook and potential near-term margin pressures despite reported revenue growth and revenue guidance raise.

LI

Lumentum Holdings Inc.

LITE Q3 2026

Shares dropped 3.3% following Q3 results as investors reacted to signs of demand constraints and ongoing supply bottlenecks that cap shipment growth despite strong revenue gains.

MF

MFA Financial, Inc.

MFA Q1 2026

Shares fell 3.8% as investors reacted negatively to margin pressure from mark-to-market losses driven by higher rates and wider spreads, coupled with net interest income reversals from loans moving to nonaccrual status and cautious outlook signals embedded in continued portfolio volatility.

MT

Match Group, Inc.

MTCH Q1 2026

Match Group’s stock edged down 0.4% post-earnings, reflecting a market view that while Tinder showed early signs of product-led progress, underlying user metrics and moderated revenue growth signal continuing challenges ahead.

NB

Neurocrine Biosciences, Inc.

NBIX Q1 2026

Neurocrine Biosciences' shares rose 9.7% after the quarter, driven by better-than-expected revenue growth led by INGREZZA’s continued double-digit expansion and solid execution across the commercial portfolio.

NJ

New Jersey Resources Corporation

NJR Q2 2026

Shares declined 2.2% post-earnings, reflecting investor caution despite solid operational execution, as growth and margin expansion catalysts remain uncertain amid a cautious outlook.

NS

Novozymes A/S

NSIS-B.CO Q1 2026

Novonesis shares declined 2.7% following Q1 results that showed margin pressure in key divisions and cautious volume-driven growth amid headwinds, falling short of fully reassuring investors despite stable guidance.

OC

Oaktree Specialty Lending Corporation

OCSL Q2 2026

Shares declined 3.0% as investors reacted negatively to margin pressure and lower adjusted net investment income per share, reflecting cautious leverage management and persistent markdowns in software loans.

OP

OPENLANE, Inc.

OPLN Q1 2026

The stock surged 12.1% following Q1 results, driven largely by robust growth in the Marketplace segment, strong margin expansion, and an upbeat outlook underpinned by market share gains and technology leadership.

PC

Procore Technologies, Inc.

PCOR Q1 2026

Shares dropped 14.7% following the earnings release, reflecting investor disappointment likely driven by cautious outlook commentary and potentially softer demand signals amid the challenging construction environment despite reported growth.

PD

Palladyne AI Corp.

PDYN Q1 2026

Palladyne AI’s shares declined modestly (-0.9%) following results that met internal expectations but offered no new upside to assuage investor concerns. The modest stock dip reflects cautious sentiment around continued operating cash burn and limited near-term revenue visibility despite backlog growth.

PM

PennyMac Mortgage Investment Trust

PMT Q1 2026

PennyMac Mortgage Investment Trust’s shares dropped 8.9% after earnings as investors reacted to weaker interest rate-sensitive strategy results driven by higher MSR runoff and lower servicing fees, signaling ongoing margin pressure and a cautious near-term outlook.

PM

CPI Card Group Inc.

PMTS Q1 2026

Shares dropped 11.5% as investors reacted negatively to margin compression driven by higher integration costs and declining profitability despite solid revenue growth, alongside weakness in the Prepaid segment and a cautious margin outlook.

PY

PayPal Holdings, Inc.

PYPL Q1 2026

PayPal's shares fell 8.2% following the earnings release, reflecting investor disappointment primarily with management’s cautious outlook and the admission of operational and strategic challenges requiring significant changes.

RA

FreightCar America, Inc.

RAIL Q1 2026

Shares declined 1.7% following the quarter as investors digested steady top-line activity and margin gains but remained cautious given the lack of any clear acceleration or guidance upside amid ongoing industry headwinds.

RG

Repligen Corporation

RGEN Q1 2026

The stock rose 6.4% following better-than-expected revenue growth, margin expansion, and an improved full-year adjusted EPS outlook supported by strong demand across segments and accelerated strategic initiatives.

RI

Transocean Ltd.

RIG Q1 2026

Shares declined 9.3% following Transocean's Q1 report, reflecting investor disappointment with signs of margin pressure and a cautious outlook despite stable operational execution and backlog growth.

RP

Rapid7, Inc.

RPD Q1 2026

Shares rose modestly by 1.2% following the report, reflecting investor caution despite solid execution in key areas. While ARR and revenue growth in detection and response supported results, ongoing headwinds in non-core segments and a mixed outlook tempered enthusiasm.

RV

Revolve Group, Inc.

RVLV Q1 2026

Revolve's shares fell 13.9% after the first quarter report as investors reacted negatively to signs of decelerating growth momentum and cautious outlook, despite solid headline sales growth. The market likely penalized the company for slowing category trends and geopolitical headwinds, particularly the ongoing Middle East slowdown, which overshadowed margin and cash flow strengths.

RY

RH

RYTM Q1 2026

The stock surged 12.9% following a quarter that demonstrated clear initial traction with the newly approved acquired hypothalamic obesity (HO) indication, a significantly larger market opportunity than Bardet-Biedl syndrome (BBS). Early launch metrics and payer receptivity for HO drove optimism about Rhythm’s commercial expansion and long-term growth potential.

SA

Banco de Sabadell, S.A.

SAB.MC Q1 2026

Sabadell’s Q1 earnings were met with a modest 2.5% stock gain as core revenues hit their anticipated low point and management reaffirmed full-year guidance, though growth remains cautious and early retirement costs weighed on near-term profitability.

SH

Shopify Inc.

SHOP Q1 2026

Shopify’s stock dropped 17.3% following a clear deceleration in growth momentum and cautious outlook signals that overshadowed otherwise solid top-line expansion.

SL

Solid Power Inc. Class A Common Stock

SLDP Q1 2026

Solid Power’s shares declined 3.3% post-earnings, weighed down by the absence of visible demand growth in North America and a cautious outlook on partnership development; these factors overshadowed steady progress in pilot line installation and ongoing R&D efforts.

SO

Solventum Corporation

SOLV Q1 2026

The stock rose 5.3% following first quarter earnings that outperformed expectations, driven by stronger-than-anticipated organic sales growth, EPS, and margins. Positive momentum across all segments and early success with the recent Acera acquisition propelled investor enthusiasm.

SO

Sonos, Inc.

SONO Q2 2026

Shares dropped 5.6% after earnings as investors were disappointed by a cautious outlook and implied deceleration despite revenue growth. While revenue grew 8% year over year, concerns around margin pressure and limited near-term contribution from the new product launch weighed on sentiment.

SQ

Sequans Communications S.A.

SQNS Q1 2026

Sequans shares declined 4.3% following the Q1 report as investors reacted negatively to a cautious outlook and ongoing supply challenges that limited revenue growth. Despite a stable backlog and pipeline, concerns around deceleration in services revenue timing and margin pressures weighed on sentiment.

ST

Scorpio Tankers Inc.

STNG Q1 2026

Shares declined 0.9% following a quarter that delivered solid adjusted EBITDA and liquidity metrics but left investors cautious amid a soft near-term demand outlook and ongoing geopolitical uncertainties affecting trade flows.

TD

Teradata Corporation

TDC Q1 2026

Teradata’s shares rose 3.3% following a quarter that beat expectations on recurring revenue growth and AI-related product momentum, driving investor confidence despite limited detail on margins or overall guidance.

TD

Tidewater Inc.

TDW Q1 2026

Shares fell 6.2% as investors reacted negatively to cautious commentary on the ongoing Middle East conflict and potential margin pressure from increased costs, notably hazard pay for crews, despite solid revenue and margin performance.

TW

Twist Bioscience Corporation

TWST Q2 2026

Twist Biosciences shares fell 6.1% after investors reacted negatively, likely due to cautious outlook signals and uneven growth across segments, which overshadowed revenue gains and margin expansion.

US

USA Compression Partners, LP

USAC Q1 2026

Shares of USA Compression Partners, LP held roughly flat, rising just 0.2% following their Q1 2026 results, reflecting a steady but unspectacular performance amid ongoing integration efforts and market headwinds.

VN

Viper Energy Partners LP

VNOM Q1 2026

Viper Energy’s shares fell 6.4% following the earnings release as investors reacted negatively to the cautious outlook embedded in the acquisition strategy and capital allocation priorities, which likely raised concerns around dilution and margin pressure despite modestly increased production guidance.

WE

WEC Energy Group, Inc.

WEC Q1 2026

The stock declined 2.1% following earnings as investors appear cautious despite steady operational execution; lack of clear upside catalysts and ongoing capital intensity likely weighed on sentiment.