AI

American International Group, Inc.

AIG Q3 2026

AIG posted quarterly adjusted EPS of $2.60 and 8% net premiums written growth, while the stock rose 1.5%—a modestly positive reaction. Performance was mixed across the portfolio: management cited intensifying competition in North American E&S property and casualty and pressure on energy pricing, while reporting growth in international commercial and personal insurance.

AM

Advanced Micro Devices, Inc.

AMD Q3 2026

AMD’s shares rose 1.0% after the earnings release, a relatively muted reaction to record revenue and rapid data center growth. The results were positive, but the market move does not signal a clear breakout response.

AM

Amgen Inc.

AMGN Q3 2026

Amgen’s shares rose 3.7% after the company reported 8% revenue growth and 27% growth from its six key growth drivers. Repatha, EVENITY and TEZSPIRE led the commercial performance, while the transcript excerpt does not provide updated financial guidance.

AR

ArcBest Corporation

ARCB Q3 2026

ArcBest shares rose 3.6% after earnings. The company reported higher earnings and improved operating margin, with lower costs and a tighter freight market supporting results; Asset-Light profitability also improved.

AR

Ardelyx, Inc.

ARDX Q3 2026

Ardelyx shares rose 8.6% after earnings, with investors responding to Q3 revenue growth of 19% year over year and progress on pipeline expansion. IBSRELA’s 23% growth led the quarter, while XPHOZAH grew 7%, a more modest pace.

BA

The Liberty Braves Group

BATRA Q3 2026

Atlanta Braves Holdings’ stock fell 1.0% after earnings, a roughly flat reaction. The transcript highlights stronger attendance and retail and licensing revenue, but does not provide enough quarterly financial detail to assess the overall results.

BA

Bayer Aktiengesellschaft

BAYN.DE Q3 2026

Bayer’s shares rose 8.4% after the company upgraded its outlook for adjusted EBITDA, free cash flow and net financial debt, while raising Pharma’s full-year sales outlook toward the upper end of its range and its margin outlook to 25%–27%. The positive reaction also reflects momentum in growth products, although Crop Protection remains under pressure and litigation-related payments weigh on cash flow.

BX

Blackstone Secured Lending Fund

BXSL Q3 2026

BXSL shares rose 3.0% after earnings, with the quarter’s $0.68 per-share NII and maintained $0.77 dividend supporting current income. But the announced cut to a $0.60 dividend for the first quarter of 2027, alongside a 1.1% quarterly decline in NAV per share, tempers the income picture.

CA

Prosegur Cash, S.A.

CASH.MC Q3 2026

Prosegur Cash reported modest year-to-date sales growth, with faster revenue growth in Q3 and improved free cash flow. The stock was essentially flat after earnings (+0.1%), consistent with a mixed, measured result rather than a clear positive or negative surprise.

CD

CDW Corporation

CDW Q3 2026

CDW’s shares rose 12.7% after earnings, as 18% sales growth and 20% growth in non-GAAP EPS highlighted broad-based demand and operating leverage. AI-related infrastructure investment helped drive record quarterly hardware and software sales.

CL

Clariant AG

CLN.SW Q3 2026

Clariant’s shares were roughly flat after earnings, down 0.2%. Q3 sales grew in local currency, but EBITDA margin fell 230 basis points year on year, with weaker Catalysts volumes and raw-material effects weighing on profitability; full-year guidance was unchanged.

CL

Coloplast A/S

CLPBY Q4 2026

Coloplast shares rose 17.5% after earnings, as investors responded to the company’s revised, more cautious long-term ambition alongside plans to invest in Chronic Care and U.S. growth. The reset reflects a more challenging external environment and higher investment, rather than an unchanged growth outlook.

CR

Circle Internet Group

CRCL Q3 2026

Circle delivered 17% revenue growth and higher adjusted EBITDA, while USDC circulation was flat year-over-year in a soft digital asset market. The stock rose 1.2% after earnings, a relatively muted reaction.

CV

CVS Health Corporation

CVS Q3 2026

CVS shares fell 12.5% despite higher 2026 guidance, suggesting investors focused on the uncertainty and execution risks around the announced separation into two companies. The excerpt also flags healthcare cost trends that remain elevated, though management said they were broadly in line with expectations.

DD

Datadog, Inc.

DDOG Q3 2026

Datadog shares fell 14.4% after earnings, despite revenue topping the company’s guidance range. The likely concern is that investors focused on forward expectations: the transcript cites healthy demand but provides no specific Q4 or full-year outlook figures, making it difficult to assess whether the pace of growth can be sustained.

DO

Physicians Realty Trust

DOC Q3 2026

Healthpeak’s shares were nearly flat after earnings, up 0.4%, as higher full-year guidance and improving occupancy were balanced by a mixed outlook across its property segments. Life science and senior housing showed notable operating momentum, while outpatient growth acceleration remains an expectation for 2027.

DO

Amdocs Limited

DOX Q4 2026

Amdocs’ shares fell 31.3% after earnings, signaling investors were focused on the cautious outlook: fiscal 2027 revenue is expected to decline 1.5%–3.5%, with growth not expected to return until the second half. The announced strategic wins and AI ambitions did not offset that near-term weakness.

DR

DiamondRock Hospitality Company

DRH Q3 2026

DiamondRock’s third-quarter results were positive, but the +0.8% share move was roughly flat. RevPAR and earnings grew, while management also noted higher-than-expected expenses and gave only a partial view of its increased 2026 guidance in the available transcript.

ET

Energy Transfer LP

ET Q3 2026

Energy Transfer’s shares fell 0.9%, a broadly flat reaction to higher third-quarter earnings and an $850 million increase in 2026 adjusted EBITDA guidance at the midpoint. The outlook includes market-driven gains and a previously disputed customer payment, while about $200 million of favorable segment marketing gains are expected to reverse through derivative losses over the next two quarters.

FI

Fiserv, Inc.

FISV Q3 2026

Shares rose 12.5% after Fiserv said Q3 organic revenue had stabilized at flat year over year and reiterated that merchant and company revenue are on track to return to growth in Q4. The outlook remains a recovery story: banking still reflects elevated attrition, and Q3 revenue was not yet growing.

FL

Flutter Entertainment plc

FLUT Q3 2026

Flutter’s stock fell 2.3% after earnings, a roughly flat reaction. The quarter included U.S. sports results that went against the company and moderation and competitive pressure on U.S. iGaming revenue, while underlying U.S. performance was ahead of expectations and International gained share.

FM

Fresenius Medical Care AG & Co. KGaA

FME.DE Q3 2026

Fresenius Medical Care reported broadly stable third-quarter revenue and earnings, with organic growth in Care Delivery partly offset by lower Value-Based Care revenue and anticipated TDAPA reimbursement headwinds. Shares rose 1.0% after the results, a relatively muted reaction.

FM

Fresenius Medical Care AG & Co. KGaA

FMS Q3 2026

Fresenius Medical Care’s third-quarter revenue and earnings were broadly stable, with Care Delivery growth partly offset by lower Value-Based Care revenue and anticipated TDAPA reimbursement headwinds. The shares rose 2.6% after the report, a roughly flat reaction under the stated threshold.

HC

The Hackett Group, Inc.

HCKT Q3 2026

The Hackett Group reported third-quarter revenue of $68.9 million and adjusted EPS of $0.39, with both at the midpoint or better relative to its guidance. The stock rose 1.8% after earnings, a modest reaction as investors weigh improving margins against the company’s still-forward-looking AI growth and profitability case.

HL

Hecla Mining Company

HL Q3 2026

Hecla’s shares rose 13.2% after earnings, as the company reported record cash generation and improved 2026 guidance. The positive reaction came alongside a clear caveat: Keno Hill must reduce throughput to stay within current permit limits, which management expects to pressure revenue and cost per tonne during the permitting period.

HU

Hut 8 Corp.

HUT Q3 2026

Hut 8 shares fell 23.2% after earnings. The transcript points to execution risk and the long lead time before contracted AI revenue begins: leases generate rent only upon delivery, while the company is still building out River Bend and Beacon Point and says future builds must become faster and more cost-efficient.

IF

International Flavors & Fragrances Inc.

IFF Q3 2026

IFF shares fell 4.9% after earnings, despite the company raising the low end of its full-year guidance. The likely concern is weaker near-term profitability in Q4, particularly in Health & Biosciences, where management cited higher costs and continued market softness.

IP

International Petroleum Corporation

IPCO.TO Q3 2026

IPC’s shares fell 3.0% after earnings, with higher capital spending and a wide full-year free cash flow range tempering the positives from Q3. Production was in line with forecast and full-year guidance was maintained, but the outlook depends on elevated oil-price assumptions.

IP

Intrepid Potash, Inc.

IPI Q3 2026

Intrepid raised its full-year Trio production guidance by 10,000 tons and outlined potential growth investments, while the USDA selected its proposed SOP project for approximately $139 million in proposed matching funding. The stock rose 1.4% after earnings, a modest reaction; the project still requires completion of the award process and a final investment decision.

IS

Intesa Sanpaolo S.p.A.

ISP.MI Q3 2026

Intesa Sanpaolo rose 5.5% after earnings, as investors responded to record nine-month net income of €8.2 billion and upgraded 2026 net income guidance to well above €10 billion. The upgrade came despite a stated €900 million impact from the 2026 budget law.

KD

Kyndryl Holdings, Inc.

KD Q2 2027

Kyndryl shares jumped 30.1% after earnings, with investors responding to the reaffirmed full-year outlook and signs of future growth in consulting and modernization. The transcript also points to a key near-term constraint: expected cost savings arrive in the second half, while savings are largely intended to offset first-half charges.

KH

The Kraft Heinz Company

KHC Q3 2026

Kraft Heinz shares rose 3.8% after earnings. Investors appeared to respond to a better-than-planned North American result and narrowed top-line guidance, though U.S. retail categories softened and management flagged that price increases will likely be needed in 2027.

KM

Kennametal Inc.

KMT Q1 2027

Kennametal shares fell 13.9% after earnings, with the likely pressure point a fiscal 2027 EPS outlook update reflecting lower tungsten prices, alongside steep infrastructure volume declines and sharply weaker cash conversion. Metal cutting growth and results above the midpoint of the prior outlook were positives, but did not offset those concerns.

LP

Louisiana-Pacific Corporation

LPX Q3 2026

LP shares fell 2.4% after earnings, a roughly flat reaction. Siding growth and sales above the company’s guided range were offset by flat total EBITDA and inflationary headwinds; the transcript also points to continued pressure in OSB, though the excerpt does not include the full updated outlook.

LT

LTC Properties, Inc.

LTC Q3 2026

LTC shares rose 1.2%, a roughly flat reaction, as the company outlined rapid SHOP expansion alongside a modest reduction in its 2026 SHOP guidance midpoint. The outlook still calls for growth, but management cited occupancy mix and a Medicaid rate decrease as near-term headwinds.

MD

Medline Inc.

MDLN Q3 2026

Medline’s shares rose 18.4% after earnings, with investors responding to 10% sales growth and 12% growth in adjusted EBITDA. The quarter also showed margin pressures from inflation, customer mix, and higher operating expenses, while management flagged near-term pressure and ongoing quality investments.

MO

The Mosaic Company

MOS Q3 2026

Mosaic’s shares rose 17.3% after earnings, with management pointing to improving demand indicators and constrained phosphate supply. The outlook remains pressured by expensive sulfur and production curtailments, though the company expects positive free cash flow in the second half.

MP

Marathon Petroleum Corporation

MPC Q3 2026

MPC shares fell 0.7% after earnings, a roughly flat reaction. The call reported high utilization and strong cash generation, while the outlook was constructive; the transcript does not identify a specific disappointment behind the move.

MS

Madison Square Garden Entertainment Corp.

MSGE Q1 2027

MSG Entertainment’s shares fell 1.0% after earnings, a broadly flat reaction. Revenue and adjusted operating income rose year over year, while management reiterated expectations for fiscal 2027 growth and a record Christmas Spectacular season.

MT

Matador Resources Company

MTDR Q3 2026

Matador’s shares fell 7.3% after earnings, signaling investor concern despite management’s upbeat outlook. The transcript points to uncertainty around the pace and payoff of recent acquisitions and spending: management cited $500–600 million of borrowing, with only $150 million repaid so far, and deferred a fuller view of the coming year until the fourth-quarter update.

MT

The Manitowoc Company, Inc.

MTW Q3 2026

The stock fell 2.5% after earnings, a roughly flat reaction. The quarter showed higher sales and adjusted EBITDA, while management noted that non-new machine sales for the quarter were lighter than hoped.

PA

Par Pacific Holdings, Inc.

PARR Q3 2026

Par Pacific’s shares fell 2.3% after earnings, a roughly flat reaction. The quarter included a record market index and a net-cash balance sheet, but adjusted EBITDA included a substantial $222 million small-refinery exemption benefit, while Hawaii’s throughput was reduced by turnaround work.

PA

Patria Investments Limited

PAX Q3 2026

Sequans shares rose 3.8% after Q3 revenue of approximately $9.1 million came in within the company’s guidance range, with growth driven by 4G IoT products. The quarter also brought a substantial cash increase following the completion of the Bitcoin treasury exit, while the longer-term 5G and defense opportunities remain in development.

PC

Procore Technologies, Inc.

PCOR Q3 2026

Procore’s stock rose 19.7% after earnings, with revenue and non-GAAP operating margin both above the high end of guidance and the company raising its full-year outlook. Revenue grew 18.7% year over year, though growth excluding DroneDeploy was 17.1%.

PG

The Progressive Corporation

PGR Q3 2026

Progressive’s third-quarter results were mixed, and the stock was roughly flat, up 0.4% after earnings. Premiums continued to grow, but policy growth moderated slightly.

PH

Koninklijke Philips N.V.

PHG Q3 2026

Philips shares rose 12.6% after earnings, as investors rewarded a 70-basis-point adjusted EBITA margin increase to 13%, ahead of management’s expectations, alongside 8% order intake growth. The full-year outlook was reiterated; sales growth was more modest at approximately 3%, with Diagnosis & Treatment broadly flat and Connected Care orders down mid-single digit.

PL

Palantir Technologies Inc.

PLTR Q3 2026

Palantir shares fell 1.6% after earnings, a roughly flat reaction. Revenue grew sharply, while the call emphasized continuing demand for Sovereign AI; the transcript provides no explicit guidance cut or other clear disappointment to explain the move.

PN

Pinnacle West Capital Corporation

PNW Q3 2026

The stock rose 1.7%, a roughly flat reaction, as Pinnacle West raised 2026 EPS guidance and reported strong sales growth; the transcript also leaves key outcomes pending, including its rate case decision and regulatory approval of the TSMC agreement.

PO

Insulet Corporation

PODD Q3 2026

Insulet shares rose 6.6% after the company reported third-quarter revenue growth of nearly 20% and narrowed its full-year 2026 revenue outlook to the top end of its prior range. The positive reaction comes alongside a note of caution: management expects to take a more conservative approach to its 2027 outlook as competition increases.

PR

Prudential Financial, Inc.

PRU Q3 2026

Prudential’s shares rose 6.6% after earnings, with the clearest positives in PGIM’s improved flows and U.S. annuity sales. Those gains came alongside lower year-over-year adjusted operating income, as weaker Japan earnings more than offset solid fundamentals elsewhere.

PS

Postal Realty Trust, Inc.

PSTL Q3 2026

Postal Realty reported third-quarter AFFO per share of $0.36, up $0.03 year over year, and raised its 2026 acquisition guidance. The stock rose 2.5% after earnings, a roughly flat reaction that suggests a measured market response rather than a clear vote of confidence.

RA

Ferrari N.V.

RACE Q3 2026

Ferrari rose 7.3% after earnings, as the company raised its full-year guidance and reported Q3 revenue of €1.29 billion, with EBIT above €560 million. The order book extends into 2028, while strong product mix and personalizations supported the quarter.

RA

Ferrari N.V.

RACE.MI Q3 2026

Ferrari raised its full-year guidance, while Q3 delivered revenue of €1.29 billion and double-digit EBIT growth; the stock rose 6.6% after earnings. The order book extends into 2028, though the transcript provides no revised guidance figures to assess the scale of the increase.

RI

Riot Blockchain, Inc.

RIOT Q3 2026

Riot’s shares rose 9.6% after it announced a 15-year, triple-net lease covering its full 910 MW Corsicana campus, a deal that shifts more of its expected cash flow toward long-term AI infrastructure contracts. The lease requires substantially less capital from Riot than a Tier 3 build, though the tenant—not Riot—will own and operate the compute deployment.

RY

Ryanair Holdings plc

RYA.IR Q2 2027

Ryanair’s shares rose 4.4% after earnings, with investors likely responding to fares turning modestly higher year-on-year in Q3 and management’s expectation of pricing opportunities next summer. That optimism is tempered by a 15% fall in H1 profit, reduced FY27 traffic targets, and no FY28 profit guidance amid fuel-cost uncertainty.

SE

SolarEdge Technologies, Inc.

SEDG Q3 2026

SolarEdge shares fell 8.7% after earnings, with investors likely focused on a Q4 revenue outlook of $245 million–$275 million that management said is below its Investor Day expectations. The company cited soft U.S. and German markets, channel-inventory discipline, and exits from select underperforming geographies.

SH

Shopify Inc.

SHOP.TO Q3 2026

Shopify shares fell 2.3% after earnings, a roughly flat reaction. The quarter showed rapid growth, but the transcript does not identify a clear disappointment or investor concern to explain the move.

SL

SLR Investment Corp.

SLRC Q3 2026

SLRC shares rose 3.3% after earnings. The positive signal was third-quarter net investment income above the distribution, alongside record originations weighted toward specialty finance, though NAV declined and management warned of rising defaults and losses across private credit.

SM

SM Energy Company

SM Q3 2026

SM Energy shares fell 15.3% after earnings, with the clearest pressure point being the outlook for constrained Uinta oil volumes: rail capacity is expected to remain tight until a terminal expansion in Q1 2027, and the company has incorporated that limit into its fourth-quarter and early-2027 expectations. Third-quarter oil production also came in about 2% below the guidance midpoint, while higher expected cash taxes add a near-term headwind.

SR

Sportradar Group AG Class A Ordinary Shares

SRAD Q3 2026

Sportradar shares rose 12.6% after earnings, as investors responded to 24% revenue growth, a 28% adjusted EBITDA margin and early contributions from prediction markets. The company also said IMG ARENA is performing ahead of its original 25% revenue-synergy target.

SR

Strata Critical Medical, Inc.

SRTA Q3 2026

Shares rose 3.7% after earnings, as Strata reported Q3 results ahead of its guidance and record free cash flow. Clinical services growth and earlier-than-planned logistics margin progress supported management’s outlook for 2027.

SS

SSR Mining Inc.

SSRM.TO Q3 2026

SSR Mining’s shares rose 4.9% after earnings, with investors seemingly responding to its expanded U.S. growth platform and capital returns. The key offset is that full-year all-in sustaining costs are now expected to be approximately 10% above the top end of guidance, despite production remaining on track.

SW

Stanley Black & Decker, Inc.

SWK Q3 2026

Stanley Black & Decker shares rose 13.1% after earnings, as adjusted EPS of $2.31 came in $0.76 above the midpoint of its guidance range and the company raised and tightened full-year EPS guidance. The beat was materially supported by tariff refunds, which contributed $0.67 per share, while Outdoor remained weak.

SY

Sysco Corporation

SYY Q1 2027

Sysco shares fell 9.3% after earnings, as investors likely focused on the softer-than-planned food inflation and the resulting sales shortfall versus management’s expectations. The quarter also faced restaurant traffic and fuel-cost headwinds, while the company’s full-year inflation outlook moved below its original planning assumption.

TA

TransAlta Corporation

TAC Q3 2026

TransAlta’s shares rose 4.5% after earnings, as investors responded to quarterly adjusted EBITDA of $264 million and management’s confidence in achieving 2026 guidance despite soft Alberta prices. Results also featured a $51 million reduction in carbon obligations and progress on growth initiatives.

TB

Taboola.com Ltd. Ordinary Shares

TBLA Q3 2026

Taboola shares fell 19.4% after the company cut full-year ex-TAC guidance to $758 million, or 6% growth, as AI-driven changes in consumer behavior reduced advertising impressions. Investors also faced a Q4 outlook adjustment, with management citing impression headwinds and a slower-than-expected rollout of Next Engage.

TE

Teva Pharmaceutical Industries Limited

TEVA Q3 2026

Teva shares rose 3.0% after earnings, with investors responding to growth in the innovative portfolio and higher margins despite a 2% decline in revenue. Generics weakness—largely tied to lower generic REVLIMID contribution—remains a counterweight.

TI

Toromont Industries Ltd.

TIH.TO Q3 2026

Toromont’s shares rose 2.6% after earnings, a relatively modest move. The provided transcript is meeting-opening and procedural remarks, not an earnings discussion, so it offers no financial results or outlook to explain the reaction.

TO

Toast, Inc.

TOST Q3 2026

Toast’s shares rose 5.5% after earnings. Recurring gross profit streams grew 27% year over year, while management cited 26% GAAP operating income margin and continued customer additions.

TR

Trinity Capital Inc.

TRIN Q3 2026

Trinity Capital’s shares rose 5.2% after earnings, with investors responding to higher NII, NAV growth, and improving credit quality. The quarter also showed continued expansion in originations and managed funds, though the call provided no forward earnings guidance.

TS

Sixth Street Specialty Lending, Inc.

TSLX Q3 2026

The stock fell 0.5%, a roughly flat reaction. Results included 105% dividend coverage and sequentially higher net investment income, while subdued M&A activity and a $0.05 decline in NAV per share were notable counterpoints.

UA

CVR Partners, LP

UAN Q3 2026

CVR Partners fell 4.9% after earnings, as the quarter’s loss and lower year-over-year EBITDA underscored the impact of turnaround costs and weaker UAN pricing. The planned East Dubuque outage also reduced production and sales volumes, though management cited firmer fertilizer markets and improving pricing.

VS

Vishay Intertechnology, Inc.

VSH Q3 2026

Despite record Q3 revenue and strong bookings, Vishay shares fell 5.1%, with the likely pressure point the cautious Q4 outlook—which management had yet to detail in the provided transcript. The available excerpt reports results through the start of the automotive update, so it does not establish a specific guidance cut or other cause for the selloff.

W

Wayfair Inc.

W Q3 2026

Wayfair’s shares rose 11.0% after earnings, as Q3 delivered 9.7% revenue growth and double-digit US growth, alongside a 6.9% adjusted EBITDA margin. Order and customer growth, plus lower advertising spend as a share of revenue, were key positives; the transcript provided no Q4 guidance details in the excerpt.

WM

The Williams Companies, Inc.

WMB Q3 2026

Williams reported record third-quarter results, while its shares rose 1.8% after earnings—a roughly flat reaction. EBITDA grew 6% year over year, and the company said it was tracking toward the upper half of its 2026 guidance; the transcript excerpt does not include the full outlook update.

WT

Essential Utilities, Inc.

WTRG Q3 2026

Essential reported higher year-over-year EPS, supported by regulatory recoveries, but the stock’s 2.5% gain was within the ±3% range, indicating a broadly neutral reaction. The call highlighted ongoing infrastructure investment and merger progress alongside higher depreciation and interest costs.

XI

XPLR Infrastructure, LP

XIFR Q3 2026

XPLR shares fell 15.5% after the company placed 2026 adjusted EBITDA in the lower half of its prior guidance range and free cash flow before growth at or near the low end. Investors also face a forecast step-down in 2027 EBITDA, driven primarily by expiring tax-credit eligibility, with El Niño-related wind weakness weighing on the outlook.

XY

Block, Inc.

XYZ Q3 2026

Block’s shares rose 15.3% after earnings, as the company lifted its 2026 outlook and projected at least 15% gross profit growth with higher operating margins in 2027. The quarter’s standout figures included 22% gross profit growth and a record 29% adjusted operating margin.

YO

Clear Secure, Inc.

YOU Q3 2026

CLEAR’s shares rose 23.7% after earnings, as investors responded to 27.8% revenue growth, 35.5% adjusted EBITDA margin, and higher free-cash-flow expectations. The quarter also showed expansion beyond travel, though the transcript provides limited detail on the full-year outlook and segment economics.