AA

Apple Inc.

AAPL Q4 2026

Apple reported 12% revenue growth and record September-quarter revenue, while shares fell 1.9% after earnings. The reaction was roughly flat by the stated threshold; the excerpt does not provide enough detail to identify a specific source of disappointment.

AD

Adeia Inc. Common Stock

ADEA Q3 2026

Adeia’s shares fell 13.6% after the company lowered its revenue guidance to account for a handful of deals potentially closing after 2026. The timing risk overshadowed third-quarter revenue of $80.2 million and eight signed agreements.

AD

Archer-Daniels-Midland Company

ADM Q3 2026

ADM’s shares fell 6.8% after earnings, despite higher EPS guidance, suggesting investors focused on the outlook’s dependence on favorable North American biofuel margins. Management cited those margins and elevated energy prices as key support for results, while the transcript provides limited detail on how performance may hold up if that environment changes.

AD

ADTRAN, Inc.

ADTN Q3 2026

ADTRAN shares fell 19.4% after results came in slightly below the midpoint of guidance, with investors likely focused on gross-margin pressure from higher component costs and unfavorable product and customer mix. Management also described a challenging supply environment that continues to affect timing.

AE

Aehr Test Systems

AEHR Q1 2027

Aehr Test shares rose 26.5% after the company raised its fiscal 2027 revenue outlook to $150 million, the top of its previous range, following record first-quarter revenue and strong bookings. The main caveat is that NAND opportunities are progressing more slowly than expected, while a major AI customer’s potential high-volume production decision remains contingent on evaluation.

AE

Advanced Energy Industries, Inc.

AEIS Q3 2026

Advanced Energy shares rose 9.6% after earnings. The company reported Q3 revenue and earnings above the high end of its guidance and raised its 2026 growth outlook to around 40%.

AL

Alpha Services and Holdings S.A.

ALPHA.AT Q3 2026

Alpha Bank shares fell 2.5% after earnings, a roughly flat market reaction. The quarter showed continued loan and revenue growth, while trading and other income came in below management’s expectations and the near-term NII benefit is expected to fade as deposit pricing normalizes.

AM

AMETEK, Inc.

AME Q3 2026

AMETEK shares rose 2.8%, a roughly flat reaction. The quarter delivered double-digit organic sales and orders growth, but the company did not provide enough detail here to assess how its raised outlook compared with investor expectations.

AO

Angel Oak Mortgage, Inc.

AOMR Q3 2026

Angel Oak Mortgage REIT fell 12.2% after earnings, with investors likely focused on a sharp reversal to a GAAP loss as rising rates drove valuation losses and pressured book value. Stable credit performance and higher distributable earnings were positives, but net interest income was flat year over year and management said higher rates had compressed returns on new investments.

AP

Aptiv PLC

APTV Q3 2026

Aptiv shares fell 6.5% after earnings, despite third-quarter results being in line with management’s expectations. The call points to a persistent growth constraint: revenue growth was 2%, unchanged from Q2, while management said customer-mix challenges in Europe are weighing on growth; it also flagged potentially longer award cycles as commercial recoveries and price pass-throughs are negotiated.

BE

Beta Technologies, Inc.

BETA Q3 2026

BETA’s shares rose 16.0% after earnings, as investors responded to a record revenue quarter and progress in certification and commercialization. The company said Q3 revenue was more than 50% above the midpoint of its guidance.

BP

BP p.l.c.

BP Q3 2026

BP’s shares fell 4.9% after earnings, with the $4 billion impairment charge—mainly in transition businesses—and higher process safety events weighing on the update. The transcript also points to ongoing balance-sheet pressure: management said financial obligations remain too high and intends to prioritize excess cash flow toward remaining Deepwater Horizon liabilities.

BR

Broadridge Financial Solutions, Inc.

BR Q1 2027

Broadridge’s fiscal first-quarter results were mixed, and the stock was nearly flat, down 0.2% after earnings. Recurring revenue grew at a double-digit rate and full-year guidance was reaffirmed, while management flagged that timing boosted fund-position growth this quarter.

BS

Black Stone Minerals, L.P.

BSM Q3 2026

Blackstone Minerals’ results were mixed but broadly steady: the stock rose 1.0% after earnings. Production and cash flow increased from the prior quarter, while management emphasized that future growth depends on development programs progressing and said it continues to monitor commodity conditions and operator activity.

BV

Bioventus Inc.

BVS Q3 2026

Bioventus shares fell 16.8% after earnings, with the most evident pressure point being softness in bone graft substitutes, down 6%, despite 3% overall revenue growth. The transcript also points to continued investment in growth initiatives, while the outlook details needed to assess the guidance update are not included.

BW

BWX Technologies, Inc.

BWXT Q3 2026

BWXT reported double-digit revenue and Adjusted EBITDA growth, with growth across both operating segments. The stock rose 1.0% after earnings, a roughly flat reaction.

CC

The Chemours Company

CC Q3 2026

Chemours shares fell 0.5% after earnings, a roughly flat reaction. Third-quarter results were broadly in line with the company’s stated expectations, while anticipated softness in TSS and weaker macro conditions were offset by pricing-led gains in Titanium Technologies and growth in APM.

CE

Celanese Corporation

CE Q3 2026

Celanese shares rose 5.0% after earnings, signaling a positive market response. Investors appear to have welcomed management’s confidence in generating $700–$800 million of free cash flow next year and continued momentum in electronics and healthcare.

CH

Check Point Software Technologies Ltd.

CHKP Q3 2026

Check Point shares fell 6.5% after the company said the product-revenue recovery is taking longer than previously anticipated and characterized its fourth-quarter outlook as a measured recovery. Q3 revenue was down 1% year over year, mainly due to lower firewall-appliance refresh activity.

CL

The Clorox Company

CLX Q1 2027

Clorox shares rose 4.3% after the company said first-quarter results were better than expected and maintained a path to modest underlying sales growth. The outlook still points to flat-to-slightly positive organic sales growth excluding the ERP benefit, with higher-than-expected input costs weighing on margins.

CR

Crescent Energy Company

CRGY Q3 2026

Crescent shares fell 3.4% after earnings, suggesting investors focused less on management’s execution claims and more on the lack of clear forward guidance in the available remarks. The call highlighted lower capital and higher free cash flow than market expectations, but also emphasized an acquisition that will require deleveraging and whose expected synergies have yet to be realized.

CS

Capital Southwest Corporation

CSWC Q2 2027

Capital Southwest’s shares fell 0.8% after earnings, a roughly flat reaction. The quarter featured record investment commitments and solid dividend coverage, alongside a large equity raise and portfolio growth; management also flagged a potentially higher-for-longer rate environment, which could pressure borrowers and increase funding costs.

DO

DigitalOcean Holdings, Inc.

DOCN Q3 2026

DigitalOcean reported accelerating growth and raised its outlook, while the stock’s 0.8% gain was roughly flat. The quarter included rapid AI-related growth and higher margins, but the modest market reaction suggests investors did not treat the upbeat results and outlook as a decisive positive surprise.

DO

Global Dominion Access, S.A.

DOM.MC Q3 2026

Dominion shares fell 5.0% after earnings, with the clearest pressure point being slower execution in GDT projects: nine-month activity was below the prior-year level amid global uncertainty. Divestments also weighed on reported sales and EBITDA, while management’s outlook offered no clear near-term offset to those concerns.

DT

Dynatrace, Inc.

DT Q2 2027

Dynatrace shares fell 14.7% after Q2 net new ARR was flat year over year, following 41% organic growth in Q1. Management attributed the slowdown to large enterprise deals shifting into the second half, but the sharp sequential deceleration—and reliance on those deals closing—likely disappointed investors.

ET

Eaton Corporation plc

ETN Q3 2026

Eaton shares rose 7.0% after the company lifted its 2026 outlook for the third time this year, following a quarter that beat the high end of guidance on every key metric. Record margins and EPS, accelerating Electrical Americas growth, and rising orders and backlog supported the higher forecast.

EV

EverQuote, Inc.

EVER Q3 2026

EverQuote’s shares rose 19.9% after earnings, as Q3 revenue and adjusted EBITDA grew 25% and 41% year over year, respectively, and the company said it exceeded the high end of guidance across key financial metrics. Home insurance growth and broad carrier demand added to the upside, while the AI-driven shopping opportunity remains prospective and platform integrations are subject to approval.

FA

Diamondback Energy, Inc.

FANG Q3 2026

Diamondback’s shares fell 3.7% after earnings, though the call did not identify a specific quarterly miss or guidance cut. The clearest potential overhang discussed was continued share sales by the Stephens family, which management acknowledged can weigh on the stock; the recovery-enhancement opportunities highlighted on the call are longer-term, not near-term drivers.

GR

Grab Holdings Limited Class A Ordinary Shares

GRAB Q3 2026

Grab’s shares rose 15.1% after earnings, reflecting a second increase to full-year guidance and record adjusted EBITDA. The key beat was profitability broadening to all three core segments, though management expects Q4 EBITDA to be roughly stable sequentially as it invests in driver capacity and the busy festive season.

GR

Grifols, S.A.

GRF.MC Q3 2026

Grifols rose 2.3% after earnings, a roughly flat reaction. Q3 revenue and Biopharma grew, while the company reiterated it was on track for full-year margin guidance; the transcript also flags ongoing pressure on headline Diagnostics growth.

HL

NIC Inc.

HLIT Q3 2026

Harmonic reported 64% year-over-year revenue growth to $148.8 million, above the high end of its guidance, and raised its full-year 2026 outlook. The stock was unchanged after earnings, indicating a neutral market reaction.

HL

Hamilton Lane Incorporated

HLNE Q2 2027

Hamilton Lane reported growth across its asset footprint and year-to-date fees and earnings; the stock rose 0.9% after earnings, a muted reaction. The transcript provides no outlook or guidance update, so the market response does not indicate a clear positive or negative surprise.

HN

Hinge Health, Inc.

HNGE Q3 2026

Hinge Health reported 52% revenue growth and improved margins in Q3, while the stock rose 1.2%—a relatively muted reaction. The transcript highlights strong current profitability and early progress in new care programs, but provides limited detail here on the updated outlook.

IC

Ichor Holdings, Ltd.

ICHR Q3 2026

Ichor’s shares fell 0.8% after earnings, a broadly flat reaction. Revenue and margins rose, while management’s outlook still reflects supply-chain constraints in high-end etch and deposition; Q4 is expected to grow sequentially, but the call did not remove those constraints.

II

Innovative Industrial Properties, Inc.

IIPR Q3 2026

IIP’s shares rose 1.1% after earnings, a roughly flat reaction. AFFO per share increased sequentially and leasing activity picked up, while the transcript also highlights continued tenant challenges and does not provide enough detail here to assess the durability of the recovery.

IM

Imperial Oil Limited

IMO Q3 2026

Imperial Oil rose 5.5% after earnings, with record downstream earnings and substantial cash generation outweighing weaker upstream performance. The main blemish was Kearl: third-party disruptions led the company to target gross annual production of 280,000 barrels per day.

IN

Inspire Medical Systems, Inc.

INSP Q3 2026

Inspire Medical’s shares fell 7.9% despite Q3 revenue and adjusted operating income coming in slightly ahead of management’s expectations. The call’s emphasis on helping patient flow and building momentum for 2027, alongside the need to invest through 2026, suggests that near-term growth remains a concern; the transcript does not provide a specific guidance cut.

JA

Jazz Pharmaceuticals plc

JAZZ Q3 2026

Jazz’s shares rose 7.1% after the company reported record third-quarter revenue of $1.24 billion, up 10% year over year, and raised its 2026 revenue guidance. The early Ziihera launch and 35% oncology revenue growth were notable positives.

JK

JinkoSolar Holding Co., Ltd.

JKS Q3 2026

Jinko Holdings’ shares rose 14.3% after the company reported a sharp sequential improvement in gross margin and narrowed its adjusted net loss to $1.2 million. The quarter also showed higher-value product mix and a first quarterly operating profit in energy storage, though the company remains loss-making on a GAAP basis.

LI

Lindblad Expeditions Holdings, Inc.

LIND Q3 2026

Lindblad Expeditions shares fell 10.6% after earnings, despite higher revenue and EBITDA and an increase in full-year guidance. The transcript offers no explicit reason for the selloff; elevated fuel costs remain a stated headwind, but the company reported quarterly EBITDA growth despite fuel prices rising about 50% year over year.

LN

Alliant Energy Corporation

LNT Q3 2026

Alliant Energy’s shares rose 1.4%, a relatively muted reaction to results and an expanded growth outlook. The company raised its expected investment growth rate to 13% and projected earnings growth of 8% or more from 2027 through 2030, while the plan depends on executing large-load projects and associated infrastructure investment.

LS

Lattice Semiconductor Corporation

LSCC Q3 2026

Lattice’s shares rose 11.0% after earnings, as third-quarter revenue and EPS topped the company’s own guidance and fourth-quarter guidance pointed to continued acceleration. Management cited broad-based demand, led by data center AI, alongside growth in Industrial & Embedded.

LT

Lightbridge Corporation

LTBR Q3 2026

Lightbridge shares fell 8.5% after earnings, with investors likely focused on the long and still conditional path from the INL pilot-facility selection to commercial-reactor testing. Construction remains subject to further DOE and INL agreements and approvals, no material construction commitments had been made by September 30, and use of lead test assemblies in commercial reactors would separately require NRC and host-utility approval.

MG

Magna International Inc.

MGA Q3 2026

Magna’s shares rose 1.3%, a roughly flat reaction. Q3 profitability and cash generation improved, but lower production in China and unfavorable program mix led the company to reduce its 2026 sales outlook.

NB

Neurocrine Biosciences, Inc.

NBIX Q3 2026

Neurocrine’s shares rose 13.4% after earnings, with investors responding to record product sales above $1.1 billion and a raised full-year INGREZZA outlook. INGREZZA’s 17% year-over-year sales growth and continued double-digit volume growth expectations led the positive read-through, alongside record profitability.

O

Realty Income Corporation

O Q3 2026

Realty Income raised its 2026 AFFO-per-share guidance and reported 3.7% year-over-year AFFO growth; the stock was essentially flat, down 0.1% after earnings. The update was mixed in focus: investment activity and portfolio performance were positive, while higher long-term rates are shifting attractive investment opportunities toward Europe, credit and co-investments.

ON

ON Semiconductor Corporation

ON Q3 2026

onsemi shares rose 3.6% after earnings, as third-quarter revenue, gross margin and EPS all came in above the midpoint of company guidance. Investors also heard that AI data center revenue is scaling quickly, with management expecting it to double in 2027.

PA

Paymentus Holdings, Inc.

PAY Q3 2026

Paymentus shares fell 11.5% after earnings. The transcript offers no specific guidance cut or weak quarterly metric to explain the reaction; the likely concern is the gap between near-term visibility and management’s long-range ambition, with no 2027–2028 guidance and the $2 billion figure explicitly framed as potential revenue and backlog combined—not revenue guidance.

PJ

PJT Partners Inc.

PJT Q3 2026

PJT Partners fell 4.6% after earnings, as investors likely focused on a sharp third-quarter downturn: revenue declined 14%, adjusted pretax income fell 23%, and adjusted EPS dropped 24% amid fewer deal completions across all businesses. Management said it remains on track for record full-year results, but the quarter’s lower margin and the contrast with the record nine-month performance underscore the volatility.

PZ

Pizza Pizza Royalty Corp.

PZA.TO Q3 2026

The stock rose 6.5% after earnings, despite same-store sales falling 2.3% and the company lowering its development outlook to 1%–2% from its typical 2%–3%. Direct-channel sales showed signs of stabilization, while Pizza 73 held same-store sales flat.

RI

Transocean Ltd.

RIG Q3 2026

Transocean fell 5.3% after earnings. The transcript’s clearest potential concern is the absence of combined-company 2027 guidance until February; the preliminary 2027 guidance is for stand-alone Transocean, even as the Valaris acquisition is expected to close December 1. The excerpt provides no specific financial results or updated stand-alone guidance figures to assess.

RR

Regal Rexnord Corporation Common Stock

RRX Q3 2026

Regal Rexnord’s shares rose 11.8% after earnings, with investors likely responding to the company’s raised full-year outlook and improving demand. The upside is tempered by operational execution problems that management says are weighing on growth and margins, and by a comprehensive portfolio review.

RX

Recursion Pharmaceuticals, Inc.

RXRX Q3 2026

Recursion shares fell 3.9% after earnings, suggesting investors focused on the early, limited clinical evidence rather than the company’s platform and partnership progress. REC-1245 has shown only a small number of partial responses, while the transcript provides no new financial or clinical guidance that clearly explains the selloff.

RY

Ryanair Holdings plc

RYAAY Q2 2027

Ryanair’s shares rose 1.6%, a broadly flat reaction, as higher recent fares and expected capacity restraint offered some support, while lower H1 profits and limited visibility on FY28 earnings tempered the picture. Management cut its FY27 traffic target and said it is too early to provide meaningful FY28 profit guidance.

SB

Sabra Health Care REIT, Inc.

SBRA Q3 2026

Sabra’s shares rose 3.2% after earnings. Investors appeared to respond positively to 8% year-over-year growth in normalized FFO and AFFO per share, alongside accelerating SHOP cash NOI and occupancy gains.

SH

Shopify Inc.

SHOP Q3 2026

Shopify shares fell 8.7% after earnings. The transcript highlights fast growth, but offers little forward outlook to explain what comes next; the likely concern is that investors wanted clearer evidence that new AI shopping channels can become a meaningful growth driver, while management says their volume is still small.

TA

TAT Technologies Ltd.

TATT Q3 2026

TAT shares rose 22.0% after earnings, as investors rewarded record quarterly revenue and adjusted EBITDA alongside a sharp increase in gross margin. Management also pointed to strong demand, a healthy backlog and continued momentum into Q4 and 2027.

TL

Talen Energy Corporation

TLN Q3 2026

Talen shares rose 7.3% after the company introduced a 2029 adjusted free cash flow outlook of $56–$60 per share, with management pointing to stronger power-market fundamentals and potential additional upside from large-load contracting and powered-land monetization. The next data-center transaction remains under negotiation, however, and is not included in that outlook.

TS

Tower Semiconductor Ltd.

TSEM Q3 2026

Tower’s results and outlook were positive, but the stock’s 2.1% decline was roughly flat by the stated threshold. Revenue grew 33% year over year, and management guided to continued growth into 2027; the call did not identify a specific source of disappointment.

TU

Mammoth Energy Services, Inc.

TUSK Q3 2026

Mammoth shares rose 9.3% after the company raised its 2026 adjusted EBITDA margin outlook to the mid-teens and said it expects 2027 adjusted EBITDA to grow more than 40% from 2026. The upbeat outlook was supported by improving aviation leasing and higher-margin operations, despite lower sequential revenue and expected seasonal softness in several businesses.

VI

Vital Farms, Inc.

VITL Q3 2026

Vital Farms rose 9.2% after earnings, with third-quarter revenue up 10% sequentially and adjusted EBITDA returning to a $1.5 million profit from a $26.6 million loss in Q2. But the company cut its full-year sales outlook to about $730 million, citing a weaker-than-expected holiday build, later distribution gains and no assumed recovery in conventional egg prices.

VO

Voyager Technologies, Inc.

VOYG Q3 2026

Voyager reported record third-quarter bookings, revenue and backlog, and raised its 2026 revenue guidance. The stock rose 1.0% after earnings, a modest reaction to the reported growth and outlook.

VR

Vertex Pharmaceuticals Incorporated

VRTX Q3 2026

Shares fell 4.0% after earnings, with investors likely focused on the lack of a clear path to pivotal development for Vertex’s next-generation CF candidate VX-828: results showed benefit only in the triple combination, and the company plans to wait for data from the broader program before deciding next steps. The quarter’s 12% revenue growth and pipeline progress were positives, but the transcript does not provide updated financial guidance or enough detail to identify another specific source of disappointment.

XH

Xenia Hotels & Resorts, Inc.

XHR Q3 2026

Xenia’s Q3 results and raised full-year outlook were positive, but the stock rose a more measured 2.0% after earnings. Results benefited from broad-based RevPAR growth and margin expansion, while management expects RevPAR growth to outpace total RevPAR growth for the full year, partly because transient demand contributes less ancillary revenue than group business.

XM

Xometry Inc. Class A Common Stock

XMTR Q3 2026

Xometry shares rose 16.5% after the company reported 40% year-over-year revenue growth and raised its 2026 outlook. Investors also got evidence of improving profitability, including record adjusted EBITDA and the company’s first GAAP-profitable quarter.

YU

China Holdings, Inc.

YUMC Q3 2026

Yum China’s shares rose 1.6%, a roughly flat reaction. Third-quarter sales and profit increased year over year, while same-store sales remained below the prior-year level amid tough comparisons and August weather; margin gains and record new-store additions partly offset that softness.

ZB

Zebra Technologies Corporation

ZBRA Q3 2026

Zebra shares fell 8.8% after earnings, suggesting investors focused on risks to sustaining the quarter’s growth rather than its above-expectation results. The transcript points to memory supply constraints and pricing actions as key pressures to manage, while the available remarks do not include enough of the outlook detail to identify a specific guidance disappointment.