AB

American Bitcoin Corp

ABTC Q3 2026

American Bitcoin fell 14.9% after earnings, as lower Bitcoin production and revenue, higher energy costs, and a drop in gross margin pointed to weaker mining economics. Net income and adjusted EBITDA were boosted by noncash gains from Bitcoin appreciation, which may have obscured the underlying operating deterioration.

AC

ACADIA Pharmaceuticals Inc.

ACAD Q3 2026

Acadia reported higher third-quarter revenue and raised DAYBUE guidance, while its Phase II RADIANT study narrowly missed statistical significance on the primary endpoint. Shares fell 1.1% after earnings, a roughly flat reaction.

AC

Axcelis Technologies, Inc.

ACLS Q3 2026

Shares fell 2.3%, a roughly flat reaction. Axcelis reported higher revenue and EPS than its own expectations, but lower gross margins from foreign-exchange headwinds tempered the result; the call also pointed to a mix of sequentially declining systems segments even as bookings improved.

AL

Albemarle Corporation

ALB Q3 2026

Albemarle’s shares rose 3.6% after earnings, as higher lithium pricing, cost improvements and better-than-expected specialties performance supported sharply higher year-over-year earnings. The outlook was mixed: specialties guidance increased, but management expects energy storage sales, EBITDA and margins to decline sequentially in Q4 if current lower lithium prices persist.

AL

Allegiant Travel Company

ALGT Q3 2026

Allegiant shares rose 7.4% after earnings, with investors likely responding to the company maintaining full-year adjusted EPS guidance above $6 despite sharply higher fuel costs and forecasting record fourth-quarter TRASM. Third-quarter adjusted operating margin also expanded year over year despite a capacity reduction and higher fuel expense.

AL

The Allstate Corporation

ALL-PB Q3 2026

Allstate’s third-quarter results and outlook were broadly neutral for investors, with the stock down 0.4% after earnings. Policy growth and underwriting metrics were favorable, while the transcript provided no new forward guidance to indicate a change in the outlook.

AL

Alto Ingredients, Inc.

ALTO Q3 2026

Alto shares rose 4.9% after earnings, with investors likely responding to the company’s higher 45Z tax-credit earnings outlook and continued profitability. The quarter also showed a year-over-year decline in market crush margin, while management said domestic sales currently offer better economics than exports to Europe.

AM

AMC Entertainment Holdings, Inc.

AMC Q3 2026

AMC shares fell 12.5% despite record third-quarter revenue and adjusted EBITDA. The transcript offers no specific guidance cut or deterioration to explain the selloff; likely concerns include the gap between strong current results and the absence of concrete forward outlook, alongside the company’s still-elevated leverage.

AM

Amcor plc

AMCR Q1 2027

Amcor shares fell 5.5% after the company cut its transition-period adjusted EPS outlook to $1.70–$1.80 from $1.80–$1.90. Management attributed the reduction to the timing of passing through accelerating energy and distribution costs, which weighed on results despite positive volume growth.

AM

American Homes 4 Rent

AMH Q3 2026

AMH’s third-quarter results and 2026 outlook were broadly steady: the stock rose 1.4% after earnings. Core FFO grew 7.4% year over year and the company raised the midpoint of 2026 core FFO guidance by $0.02, while same-home revenue growth was 2.3%.

AN

ANI Pharmaceuticals, Inc.

ANIP Q3 2026

ANI’s shares fell 2.8% after earnings, a roughly flat reaction, as the company cut 2026 Cortrophin Gel revenue guidance to $480–$500 million from $520–$540 million. Management attributed the shortfall to specialty-pharmacy capacity constraints and a slower-than-expected ramp converting new gout cases into patients on therapy.

AP

Apple Inc.

APC Q3 2026

ARKO Petroleum rose 7.5% after earnings, with investors responding to higher year-over-year EBITDA and cash flow and an increased full-year 2026 EBITDA outlook. The quarter’s growth came despite lower volume, as stronger fuel margins and other revenue more than offset the decline.

AP

Air Products and Chemicals, Inc.

APD Q4 2026

Air Products shares fell 2.9% after earnings, a roughly flat reaction. The transcript reports higher full-year earnings and margins, but also sets 2027 capital spending at $3 billion–$3.5 billion while acknowledging underperforming projects that are not expected to contribute materially to future operating income.

AP

AppLovin Corporation

APP Q3 2026

AppLovin shares rose 31.0% after earnings, as revenue and adjusted EBITDA both exceeded the high end of guidance. The upside was driven primarily by mobile gaming, where model improvements helped accelerate growth.

AR

Aris Water Solutions, Inc.

ARIS Q3 2026

Aris Mining’s shares rose 5.9% after earnings, as investors appeared to focus on $144 million of Q3 adjusted EBITDA and progress toward Marmato’s expansion. The offset: Q3 production was 69,000 ounces, and the company now targets the lower end of its 300,000–350,000-ounce full-year guidance range.

AT

Atmos Energy Corporation

ATO Q4 2026

Atmos Energy reported fiscal 2026 diluted EPS of $8.49 and outlined nearly $29 billion of planned investment through fiscal 2031. The stock fell 0.9% after earnings, a roughly flat reaction that does not indicate a clear market verdict on the update.

AT

ATS Corporation

ATS Q2 2027

ATS fell 8.6% after earnings, with the likely pressure coming from margin compression and delayed bookings in packaging automation. Adjusted operating margin declined to 8.6% from 10.9% a year earlier, while food and beverage bookings were also below expectations for the year.

AT

ATS Corporation

ATS.TO Q2 2027

ATS shares fell 8.3% after earnings, with the clearest pressure point being margin compression: adjusted operating margin declined to 8.6% from 10.9% a year earlier as lower volumes and less favorable mix weighed on results. Packaging-equipment orders were also delayed by tariffs and customer uncertainty, while food and beverage bookings came in below expectations for the year.

AW

American States Water Company

AWR Q3 2026

American States Water’s shares were roughly flat, up 0.3%, after earnings. Reported EPS was unchanged year over year at $1.06; excluding investment gains and losses, EPS rose $0.05 to $1.06, with rate increases offset in part by higher expenses and a weaker contribution from ASUS.

BA

Barry Callebaut AG

BARN.SW Q4 2026

Barry Callebaut’s shares rose 9.0% after the earnings release, with investors likely responding to a return to volume growth: volumes were up 5.7% in both Q3 and Q4, and H2 growth in priority markets reached 7%. The picture is mixed, however: full-year volume fell 0.7% and recurring EBIT declined 14.1% in constant currency.

BD

Becton, Dickinson and Company

BDX Q4 2026

BD reported Q4 revenue of $5.3 billion, up 5.6%, and adjusted EPS of $4.15, up 27.3%; the stock rose 2.1%, a roughly flat reaction. The results were mixed across a portfolio with growth platforms gaining momentum, while full-year revenue growth was 3.9%.

BE

Brookfield Renewable Partners L.P.

BEP Q3 2026

Brookfield Renewable’s quarter showed higher FFO and continued investment, while the stock rose 1.1% after earnings—an approximately flat reaction. The transcript provides no clear evidence of a major surprise relative to expectations.

BG

BGSF, Inc.

BGSF Q3 2026

BGSF shares fell 12.0% after earnings, as revenue declined 6.6% and management said cautious customer spending—particularly on temporary staffing—had driven demand below expectations. Cost reductions and a slightly higher gross margin offered some support, but adjusted EBITDA was lower year over year.

BK

Black Hills Corporation

BKH Q3 2026

Black Hills reported higher adjusted EPS and remains on track for 2026 earnings guidance; the stock was roughly flat, up 0.5% after earnings. The quarter’s gains were partly driven by new rates, rider recovery and favorable weather, while higher financing and depreciation costs continued to weigh.

BK

BlackSky Technology Inc.

BKSY Q3 2026

BlackSky’s shares rose 14.0% after earnings, as record quarterly revenue, expanding margins and raised full-year guidance pointed to accelerating growth. The main caveat is that management’s outlook depends on continued Gen-3 adoption and program execution to sustain momentum into Q4 and 2027.

BM

Bayerische Motoren Werke Aktiengesellschaft

BMW.DE Q4 2026

BMW’s shares rose 6.1% after earnings, with investors responding to the company’s accelerated transformation and Neue Klasse momentum. Management cited more than 100,000 iX3 orders through December and plans to bring forward restructuring, though it also described continued pressure in China and from U.S. tariffs.

BN

BioNTech SE

BNTX Q3 2026

BioNTech shares rose 3.6% after earnings, with investors responding to encouraging lung-cancer data and progress toward pivotal trials. The pipeline remains the main catalyst; the transcript provides no new financial outlook or near-term commercial catalyst.

BR

Dutch Bros Inc.

BROS Q3 2026

Dutch Bros fell 21.4% after earnings, likely reflecting concern about its updated 2026 outlook amid ongoing consumer volatility. The transcript provides solid Q3 growth figures, but the outlook change—not management’s upbeat framing—is the clearest potential source of disappointment.

CD

Coeur Mining, Inc.

CDE Q3 2026

Coeur Mining’s share price was roughly flat after earnings, up 0.3%, as the quarter combined year-over-year growth with operational setbacks that made results lighter than expected. Wet weather, delayed access to higher-grade ore and a conveyor failure weighed on production, while management expects a fourth-quarter recovery and said it remains on track to finish near the low end of production guidance.

CE

Celsius Holdings, Inc.

CELH Q3 2026

Celsius Holdings’ shares fell 2.3% after earnings, a broadly flat reaction. Revenue grew 17%, but the core CELSIUS brand remained under pressure, with tracked-channel retail sales down 7% year over year; management said it expects the brand to return to growth in 2027.

CE

Certara, Inc.

CERT Q3 2026

Certara’s shares rose 9.8% after earnings, as software growth reaccelerated to double digits and bookings increased 15%. The positive signal was tempered by services revenue declining 2% year over year and management’s view that the impact of its corrective actions will take time to show.

CH

Chegg, Inc.

CHGG Q3 2026

Shares fell 2.6% after earnings, a roughly flat reaction. Chegg reported $46.5 million in Q3 revenue, while its traditional academic services business continues to wind down; the new employability platform is early, with traction so far measured in site visits and pilot programs.

CI

Cigna Corporation

CI Q3 2026

Cigna shares fell 1.3% after earnings, a roughly flat reaction. The company raised its 2026 EPS outlook, while Evernorth’s earnings were described as in line with expectations; the excerpt does not establish a specific source of investor disappointment.

CI

CION Investment Corporation

CION Q3 2026

Cion shares fell 6.4% after earnings, with investors likely focused on the planned cut in quarterly base distributions from $0.30 to $0.25 in 2027 and lower NII. Deleveraging reduced risk, but also left a smaller earning portfolio, while management expects to limit new platform investments until share repurchases are completed.

CN

Core Natural Resources, Inc.

CNR Q3 2026

Core Natural Resources shares fell 6.2% after earnings. The transcript points to operational variability that masked progress in Q3 and weighed on quarter-over-quarter performance in the metallurgical and High CV Thermal segments, partly offset by PRB; management did not provide enough detail here to assess the full extent of the impact.

CO

Collegium Pharmaceutical, Inc.

COLL Q3 2026

Collegium shares rose 6.3% after earnings as ADHD growth—particularly record Jornay PM revenue—and reaffirmed 2026 guidance appear to have outweighed modest 3% year-over-year growth in total revenue. The quarter’s upside was concentrated in ADHD, while the pain portfolio remained a large but steady contributor.

CO

ConocoPhillips

COP Q3 2026

ConocoPhillips’ shares fell 1.1% after earnings, a roughly flat reaction. The quarter included substantial cash generation and an increased dividend, while full-year guidance was unchanged and management’s early 2027 outlook was not detailed in the available transcript.

CO

Core Scientific, Inc.

CORZ Q3 2026

Core Scientific shares fell 10.8% after earnings. The likely concern is that much of the anticipated growth remains dependent on capacity still being commissioned or developed: 100 MW of CoreWeave capacity is not yet billing, and the initial 530 MW contracted by AMD is still being advanced; the transcript also provides no financing update beyond noting the substantial capital needs of AI infrastructure.

CP

Coupang, Inc.

CPNG Q3 2026

Coupang’s shares rose 12.0% after earnings, as revenue growth exceeded the company’s guidance range and accelerated from Q2. The call also pointed to continued strength in Developing Offerings, while Product Commerce margins remain under temporary pressure and are expected to recover around mid-next year.

CT

Cytek Biosciences Inc. Common Stock

CTKB Q3 2026

Cytek shares fell 8.2% after earnings, with the modest 2% revenue growth and sharp year-over-year decline in APAC likely weighing on the reaction. U.S. growth and strength in high-end instruments were offset by continued weakness in APAC and a full-year outlook that is not included in the available transcript.

CU

Curaleaf Holdings, Inc.

CURA.TO Q3 2026

Curaleaf’s shares rose 4.4% after the company reported record third-quarter revenue of $353 million, up 11% year over year, and adjusted EBITDA of $78 million. International growth and a third consecutive quarter of domestic year-over-year growth were positives, though price compression persists and management flagged potential moderation in German growth in Q4.

CV

Cenovus Energy Inc

CVE.TO Q3 2026

Cenovus shares fell 9.9% after earnings, signaling investor disappointment despite record upstream production. The transcript highlights production growth and lower oil sands unit costs, but provides no financial results or forward guidance to explain the selloff; the likely driver cannot be identified from the information provided.

DA

Dave Inc. Class A Common Stock

DAVE Q3 2026

Dave shares fell 18.1% after earnings, despite the company raising full-year guidance. The transcript offers no explicit explanation for the selloff; a possible concern is that Dave Flex is still early-stage, with no meaningful revenue expected in 2026 and a more significant contribution not expected until the second half of 2027.

DB

DBS Group Holdings Ltd

DBSDY Q3 2026

DBS shares fell 1.7%, a relatively muted move, as management’s outlook left fee growth dependent on market conditions and described the guidance as prudent. The transcript also points to continued deposit gathering and wealth momentum, but does not provide a clear earnings outlook beyond that.

DD

3D Systems Corporation

DDD Q3 2026

3D Systems’ stock fell 36.7% after earnings, signaling that investors were not reassured by management’s growth narrative. The transcript highlights a key concern: aerospace and defense growth is exposed to program timing, which management said could make quarterly results lumpier; it does not provide enough financial detail here to identify a more specific earnings or guidance disappointment.

DU

Duke Energy Corporation

DUK Q3 2026

Duke Energy reported higher third-quarter adjusted EPS and narrowed its 2026 guidance range, while reaffirming its long-term growth target. The stock rose 0.4%, a roughly flat reaction; the transcript highlights continued investment and expected growth but does not establish a clear market-moving surprise.

EF

Ellington Financial Inc.

EFC Q3 2026

Ellington Financial’s shares fell 3.1% after earnings. The likely pressure point was Longbridge’s sharply lower adjusted distributable earnings contribution—$0.07 per share versus $0.23 in Q2—as origination margins compressed, despite improvement reported so far in Q4.

EW

Edwards Lifesciences Corporation

EW Q3 2026

Edwards rose 1.5% after reporting third-quarter sales growth of 11.2% and raising full-year sales and adjusted EPS guidance. The move was within ±3%, so the reaction was relatively muted despite management’s positive characterization of the quarter.

FF

X Financial

FFH.TO Q3 2026

Fairfax rose 8.9% after reporting higher operating income, associate profits and premiums, alongside book value per share growth. The quarter also included $859 million in net investment losses, largely from bond mark-to-market losses as interest rates rose.

FI

Simplify Macro Strategy ETF

FIG Q3 2026

Figma shares fell 16.7% despite Q3 revenue beating the company’s prior guidance; the transcript doesn’t identify a specific miss, but the sharp reaction suggests investors focused on concerns about the outlook or the durability of growth rather than the reported quarter. The available transcript excerpt provides no forward guidance to confirm the driver.

FI

Fidelity National Information Services, Inc.

FIS Q3 2026

FIS shares fell 23.7% after earnings, with the likely catalyst being a more cautious outlook: management said client conversion delays, large-bank consolidation timing, and higher investment in security and implementations will weigh on results in Q4 and 2027. Those pressures overshadowed Q3 revenue growth and margin expansion.

FN

Fabrinet

FN Q1 2027

Fabrinet’s shares rose 15.5% after first-quarter revenue of $1.474 billion and non-GAAP EPS of $4.34 both came in above the company’s guidance range. Investors also had a higher-growth outlook to weigh against slight sequential margin pressure as the company scales capacity.

FO

Shift4 Payments, Inc.

FOUR Q3 2026

Shift4 shares fell 4.4% after earnings, with investors likely focused on ongoing travel disruption in Tax-Free Shopping, a softening in restaurant same-store sales, and the company’s expectation that travel disruption will persist through year-end. Q3 growth was in line with guidance, but Adjusted EBITDA growth of 6% trailed growth in gross revenue less network fees.

FR

Freshpet, Inc.

FRPT Q3 2026

Freshpet reported double-digit sales growth and a 50% adjusted gross margin, while the stock rose 2.4% after earnings— a roughly muted reaction. The call highlighted improving margins and broad-based growth, alongside a challenging consumer environment and increased competition.

FS

Fastly, Inc.

FSLY Q3 2026

Fastly shares fell 26.9% after earnings, despite revenue above the company’s guidance range. The likely concern is the cautious outlook: Q4 revenue guidance implies growth will decelerate from Q3’s 20%, while full-year revenue guidance was narrowed.

GI

Global Industrial Company Common Stock

GIC Q3 2026

Global Industrial rose 7.8% after earnings, with revenue up 10.2% and operating income up 16.7% excluding a tariff-refund benefit. The quarter’s growth and profitability gains were positives, though management flagged transportation and tariff pressures and expects fourth-quarter gross margin to be in line with last year.

GN

Global Net Lease, Inc.

GNL Q3 2026

GNL’s shares were roughly flat after earnings, up 0.3%, as the company raised the low end of its AFFO guidance range while continuing to sell assets and reduce office exposure. Higher financing costs are limiting acquisition opportunities, and the pace of office sales remains dependent on pricing.

GP

Granite Point Mortgage Trust Inc.

GPMT Q3 2026

Granite Point fell 19.1% after earnings, as investors confronted higher credit reserves, new risk-rated 5 loans and an increase in other non-accrual loans amid a tougher refinancing and valuation environment. Management expects near-term resolutions to offset a significant amount of reserves, but the call also highlighted continued pressure on refinancing proceeds and property values.

GR

GRAIL, LLC

GRAL Q3 2026

GRAIL shares fell 17.1% after earnings, with investors likely focused on Q3 test-volume growth slowing to 24% year over year amid NHS-Galleri-related negative headlines and competition. Management said those factors tempered growth, while the FDA decision is still expected by early Q1 2027.

GT

The Goodyear Tire & Rubber Company

GT Q3 2026

Goodyear shares fell 2.2% after earnings, a roughly flat reaction that points to a mixed quarter rather than a clear beat or miss. Management said segment operating income improved from the first half but remained below expectations, citing weak EMEA consumer replacement demand and continued pressure in Americas commercial replacement.

GT

Green Thumb Industries Inc.

GTBIF Q3 2026

Green Thumb shares fell 4.7% after the earnings call, with persistent pricing pressure and unresolved federal tax and rescheduling uncertainty likely weighing on the outlook. Revenue grew year over year, but management offered no near-term resolution to those uncertainties.

GX

GXO Logistics, Inc.

GXO Q3 2026

GXO shares rose 9.5% after the company reported faster organic growth and 13% adjusted EPS growth, alongside stronger commercial momentum. Investors also got a record $3.1 billion pipeline and more than $850 million of incremental revenue from wins expected to carry into 2027.

HC

Warrior Met Coal, Inc.

HCC Q3 2026

Warrior’s stock was essentially flat after earnings, down 0.1%. The quarter combined higher sales volumes and significant cash generation with lower year-over-year price realization; the transcript also points to a supply-driven coal-price rally amid still-weak demand, rather than a clear-based demand recovery.

IE

Icahn Enterprises L.P.

IEP Q3 2026

IEP shares rose 3.7% after earnings. The quarter showed a sharp year-over-year swing to a loss, but investors may have focused on higher NAV, driven primarily by CVI, and the announced refinery acquisition.

IF

Intact Financial Corporation

IFC.TO Q3 2026

Intact’s shares rose 7.4% after earnings, with investors responding to 5% top-line growth, 16% operating ROE and strong underlying results in Canadian auto and commercial lines. The quarter also included catastrophe losses above expectations, while UK&I growth remained flat.

IN

Ingredion Incorporated

INGR Q3 2026

Ingredion shares were nearly flat at -0.1% after the company said third-quarter results fell short of expectations and lowered its full-year outlook. The likely pressure points were a slower-than-expected profit recovery at Argo, higher manufacturing and input costs, and a more cautious view of consumer demand.

IN

International Seaways, Inc.

INSW Q3 2026

International Seaways fell 4.9% after earnings, despite record quarterly profit. The transcript points to a likely concern: results largely matched the prior quarter, while management’s outlook emphasized exceptionally high, geopolitically influenced tanker rates rather than a clear indication those levels will persist.

IO

Ionic Digital Inc. Class A Common Stock

IOND Q3 2026

Ionic Digital shares fell 9.6% after the company said the process to contract its remaining capacity has taken longer than expected: ERCOT’s verification process shifted Ward County marketing, while a proposed pause on new Texas data centers adds uncertainty. The company has not yet secured tenants for 377 gross megawatts at Ward County, and Midland’s 112 energized megawatts are still being prepared for data-center use.

JO

Joby Aviation Inc. Common Stock

JOBY Q3 2026

Joby shares rose 5.0% after earnings, with investors responding to progress in FAA credit testing and manufacturing, alongside record quarterly passenger volume at Blade. The transcript also highlights that certification and commercial operations remain ahead, with eIPP flights positioned as a way to generate data before type certification.

KM

Kimberly-Clark Corporation

KMB Q3 2026

Kimberly-Clark shares rose 1.5% after the earnings call, a relatively muted reaction. Management described the quarter as solid and maintained fiscal 2026 guidance, while investors also heard about cost pressures, China-related challenges, and expected 2027 EPS dilution from the Kenvue combination.

LA

Lamar Advertising Company (REIT)

LAMR Q3 2026

Lamar shares fell 0.8% after earnings, a broadly flat reaction. Q3 growth accelerated and the company raised full-year AFFO guidance, while October’s 14% revenue growth included a significant political-spending contribution.

LD

Leidos Holdings, Inc.

LDOS Q3 2026

Leidos shares fell 6.5% after earnings. Despite higher full-year guidance and solid quarterly cash flow, investors may have focused on the modest 4% revenue growth and uncertainty around the VBA MDE recompete, whose final RFP is still pending.

LE

Centrus Energy Corp.

LEU Q3 2026

Centrus shares fell 3.8% after earnings, suggesting investors focused on execution and funding risks rather than the operational milestones. The call highlighted progress, but management said the new manufacturing operation is still working to reduce cycle times and raise throughput, while the advanced-reactor market remains contingent on demand maturing.

LF

LifeStance Health Group Inc. Common Stock

LFST Q3 2026

LifeStance shares fell 5.5% after earnings, suggesting investors focused on execution or outlook risks despite the company raising full-year guidance. The transcript cuts off before management provides the updated outlook, so it does not establish a specific disappointment; the reported quarter showed higher revenue and margins.

LN

Lincoln National Corporation

LNC Q3 2026

Lincoln shares fell 5.9% after earnings, with Group Protection’s lower earnings and moderating margins likely weighing on investors despite growth elsewhere. The quarter’s adjusted operating income also benefited in part from very strong alternative investment returns, while the company has not yet provided details here on its next phase of objectives.

LP

Dorian LPG Ltd.

LPG Q2 2027

Dorian LPG shares fell 6.8% despite record earnings, with investors likely focused on the absence of a clear near-term outlook amid disruption to key LPG routes and Panama Canal congestion. Management described strong current freight conditions but also said the impact and duration of Middle East developments are difficult to predict.

MA

Marriott International, Inc.

MAR Q3 2026

Marriott’s shares rose 4.3% after earnings, as third-quarter RevPAR growth exceeded the company’s prior expectations and management raised its full-year RevPAR outlook. Growth was broad-based, though performance remained uneven in some markets, including a 12% RevPAR decline in the Middle East and roughly flat results in Greater China.

ME

MetLife, Inc.

MET Q3 2026

MetLife shares fell 3.1% after the earnings release, despite record adjusted EPS, as the quarter’s 22% EPS growth was meaningfully supported by $720 million of variable investment income, including stronger private-equity returns. That reliance on market-sensitive gains—and weaker conditions in Chile—may have tempered the reception to management’s upbeat framing.

ME

Ramaco Resources, Inc.

METC Q3 2026

Shares rose 3.6% after the results, with investors responding to improving met-coal pricing and the company’s outlook for higher margins. Ramaco also reported progress on planned low-vol production growth, though much of the upside described depends on execution and market conditions holding.

MG

Magnolia Oil & Gas Corporation

MGY Q3 2026

Magnolia’s shares rose 0.6% after earnings, a roughly flat reaction. The quarter showed higher production and free cash flow, while the call also highlighted ongoing Wildfire integration and debt reduction.

MK

MKS Instruments, Inc.

MKSI Q3 2026

The stock fell 9.3% despite Q3 revenue and EPS coming in above the high end of guidance. The transcript points to a likely concern that the results and outlook were not enough to offset high expectations: management offered upbeat demand commentary, but the provided remarks contain no consolidated Q4 revenue or EPS outlook to quantify the “very strong finish” it described.

ML

Martin Marietta Materials, Inc.

MLM Q3 2026

Martin Marietta’s shares rose 2.4% after earnings, a modest move that fits a mixed update: record third-quarter performance and strong acquired-business contributions were offset by softer heritage shipments and unfavorable price-cost dynamics. The company lowered its 2026 guidance midpoints and expects those pressures to persist through the fourth quarter.

MO

Modine Manufacturing Company

MOD Q2 2027

Modine’s shares fell 21.4% after earnings, despite strong data-center demand. The likely pressure point in the transcript is the supply-demand imbalance: scarce components are driving higher prices, while cost-sharing and pass-through take time, creating near-term cost and execution risks as the company expands capacity.

MQ

Marqeta Inc. Class A Common Stock

MQ Q3 2026

Marqeta’s shares rose 4.5% after it reported 29% TPV growth and 28% adjusted EBITDA growth. Gross profit grew 7%, at the high end of expectations, though management said growth remained below recent levels because of previously discussed discrete items.

MS

MSG Knickerbockers Corp.

MSGK Q1 2027

MSG Entertainment’s fiscal Q1 revenue rose 37% year over year to $217.1 million, while adjusted operating income increased to $34.3 million. With the stock up just 0.8%, the reaction was roughly flat; investors may be weighing the strong quarter against the fact that management’s full-year outlook remains an expectation rather than a reported result.

NA

Niagen Bioscience Inc

NAGE Q3 2026

Niagen Bioscience shares fell 16.5% after earnings, with investors likely focused on continued competitive pressure in the ingredients business and pricing hurdles for a large customer. Management also framed 2026 as an investment year, with growth initiatives and expected commercialization of a lower-cost ingredient salt form largely aimed at 2027.

NF

National Fuel Gas Company

NFG Q4 2026

National Fuel shares fell 3.4% after earnings, with management flagging lower natural gas prices as a near-term headwind to Seneca Resources’ earnings and cash flow. That outlook tempers a year of higher adjusted earnings and progress in regulated businesses.

NN

National Retail Properties, Inc.

NNN Q3 2026

NNN’s third-quarter results were broadly steady, with AFFO up 5.8% year over year and occupancy at 99.2%. The stock was essentially flat after earnings, down 0.1%; investors may be weighing the repriced acquisition pipeline and elevated dead-deal costs against the company’s portfolio stability.

NV

Novo Nordisk A/S

NVO Q3 2026

Novo’s Q3 adjusted sales grew 4%, with both operating units back in growth, while the stock was nearly flat at +0.3%. The quarter showed a recovery in patient volumes, but full-year adjusted growth guidance remains a range of -2% to +2%.

OB

Blue Owl Capital Corporation

OBDC Q3 2026

OBDC reported results close to the middle of the road, with adjusted net investment income covering its base dividend and NAV rising modestly. The stock gained 0.5% after earnings.

OP

OPKO Health, Inc.

OPK Q3 2026

OPKO shares slipped 1.1% after earnings, a roughly flat reaction. The call highlighted pipeline progress and the planned LabCorp exit, but provided no financial outlook figures in the transcript excerpt, leaving the near-term performance picture unclear.

OP

Oportun Financial Corporation

OPRT Q3 2026

Oportun’s shares rose 29.6% after earnings, as the company reported a return to revenue growth, higher profitability and results above its guidance for revenue, adjusted EBITDA and net charge-offs. The quarter also showed improving credit performance and lower interest expense, though revenue growth was modest at 3%.

OR

Ormat Technologies, Inc.

ORA Q3 2026

Ormat’s shares fell 1.4% after earnings, a roughly flat reaction. Revenue and adjusted EBITDA grew, but performance was uneven: energy storage drove growth while electricity revenue and product-segment margins declined, and Puna’s outage and planned well cleanouts weigh on the near-term electricity outlook.

OT

Open Text Corporation

OTEX Q1 2027

OpenText shares fell 1.8% after earnings, a roughly flat reaction. The company reported modest core growth and higher cloud revenue, while its multiyear growth plan remains under development and is due to be presented in February.

OT

Blue Owl Technology Finance Corp.

OTF Q3 2026

OTF’s shares fell 2.7% after earnings, a roughly flat reaction. The main pressure point was modestly lower NII, which management attributed to lighter deployments, alongside muted software deal flow; it still expects NII to move toward dividend coverage by mid-2027.

OU

Ouster, Inc.

OUST Q3 2026

Ouster shares rose 15.7% after the company reported record third-quarter revenue of $59 million and record shipments of more than 27,000 sensors. The call also pointed to substantial REV8 demand, though management said production is still ramping and deliveries are expected to accelerate into 2027.

PA

Pacific Biosciences of California, Inc.

PACB Q3 2026

PacBio shares fell 4.7% after earnings, as higher revenue and instrument placements were tempered by a still-modest consumables increase and management’s acknowledgement of uneven capital purchasing, particularly in the Americas. The SPRQ-Nx transition is progressing, but customers are still validating workflows and establishing reorder patterns, leaving the timing of higher utilization uncertain.

PA

Paycom Software, Inc.

PAYC Q3 2026

Paycom fell 6.8% despite raising its full-year revenue and profitability outlook. The transcript does not identify a specific disappointment; the results cited show 10% revenue growth, but the limited financial detail and lack of a stated reason for the selloff make it difficult to pinpoint what investors found lacking.

PC

PureCycle Technologies, Inc.

PCT Q3 2026

Shares fell 32.6% after PureCycle reported that Q3 revenue missed its plan and pushed its expected exit rate beyond 2026. Reliability problems curtailed production and shipment-ready quality, while New Jersey’s deadline extension delayed about 15 food-contact programs representing roughly 50 million pounds of expected annual volume at full ramp.

PF

Pfizer Inc.

PFE Q3 2026

Pfizer shares fell 2.2% after earnings, a roughly flat reaction. The company raised full-year 2026 revenue and adjusted EPS guidance, while the call highlighted growth in acquired products and ongoing investment in its pipeline.

PH

Koninklijke Philips N.V.

PHIA.AS Q3 2026

Philips shares rose 11.7% after Q3, with the strongest signals coming from 8% order intake growth and a 70-basis-point margin increase to 13%, which was ahead of management’s expectations. Full-year outlook was reiterated; sales growth was approximately 3%, with Diagnosis & Treatment broadly flat and Connected Care orders declining mid-single digit.

PR

Permian Resources Corporation Class A Common Stock

PR Q3 2026

Permian Resources’ shares fell 4.9% after earnings. The transcript cites no guidance cut or clear operating setback; the likely pressure point is the $1.15 billion acquisition spend, which may have raised concerns about capital deployment despite the company’s improved outlook and record free cash flow.

RE

The Real Brokerage Inc.

REAX Q3 2026

Shares fell 12.9% after earnings, as management’s initial 2027 adjusted EBITDA outlook of $175 million to $190 million came alongside expectations for a tougher housing market: declining existing-home sales and prices, and elevated agent attrition. The outlook for another challenging year appears to have outweighed early cost-savings progress and growth in reported third-quarter revenue and adjusted EBITDA.

RG

REGENXBIO Inc.

RGNX Q3 2026

REGENXBIO’s shares fell 4.3% after earnings, with investors likely focused on the company’s dependence on pivotal sura-vec data still expected later this quarter and a potential RGX-202 launch that remains in 2027. The call offered no new efficacy readout or change to those timelines to resolve the clinical and regulatory uncertainty.

RL

RLJ Lodging Trust

RLJ Q3 2026

RLJ Lodging Trust’s shares fell 2.4% after earnings, a roughly flat reaction. The quarter showed faster revenue and margin growth, while the company’s outlook commentary was limited; management cited preliminary October RevPAR growth of 6%.

RP

Rapid7, Inc.

RPD Q3 2026

Rapid7’s shares rose 2.7%, a roughly flat reaction. The company met Q3 ARR guidance and said core ARR was flat sequentially, but management stressed that this is not yet a return to growth.

RV

Revolution Medicines, Inc.

RVMD Q3 2026

The stock fell 11.0% after earnings, signaling investor disappointment despite the U.S. approval and European regulatory progress. The excerpt highlights ambitious expansion plans and early launch execution but provides no launch or financial metrics, leaving commercial uptake and the outlook unclear.

SA

Sampo Oyj

SAMPO.HE Q3 2026

Sampo shares rose 4.6% after Q3, as investors responded to faster growth and an upward revision to the full-year outlook. The revised ranges point to insurance revenue of €9.75–€9.85 billion and underwriting results of €1.60–€1.65 billion.

SC

Sacyr, S.A.

SCYR.MC Q3 2026

Sacyr’s shares fell 1.6% after the earnings release, a move within the roughly flat range. The nine-month update showed growth in revenue, EBITDA and cash flow, alongside a recourse net debt ratio below 1x; the transcript does not identify a specific disappointment behind the share-price move.

SE

Seaport Entertainment Group Inc

SEG Q3 2026

Seaport Entertainment shares fell 8.7% after the company said Q3 underperformed expectations, with weather disrupting Las Vegas Aviators attendance and forcing cancellations and rescheduling of profitable Pier 17 concerts. Despite year-over-year improvement, the quarter’s operating setbacks appear to have overshadowed progress in cost management and adjusted earnings.

SE

Solaris Energy Infrastructure Inc.

SEI Q3 2026

Shares fell 12.3% after earnings, signaling investor concern despite management raising guidance. The transcript excerpt points to long-term growth and a new 900 MW contract, but does not provide the revised guidance figures or enough detail to identify a specific miss or deceleration as the selloff’s cause.

SE

Sezzle Inc. Common Stock

SEZL Q3 2026

Sezzle’s shares rose 13.4% after the company reported 42.6% revenue growth and raised its 2026 outlook, with preliminary 2027 adjusted EPS guidance of $7.20. Subscriber growth and higher transaction frequency also point to deeper engagement, though newer products SezzleCash and Sezzle Send remain early-stage.

SH

Shoals Technologies Group, Inc.

SHLS Q3 2026

Shoals and ARRAY reported third-quarter results alongside a merger announcement; the stock rose 8.1% after earnings. The announced stock-for-stock combination is the clearest positive signal in the available transcript, which does not include the companies’ actual Q3 results.

SM

Super Micro Computer, Inc.

SMCI Q1 2027

Super Micro shares fell 5.7% despite Q1 revenue of $19.9 billion and wider gross margins; the likely pressure point is the outlook, which calls for a sharp sequential revenue decline. Management forecast Q2 revenue of $10 billion to $11 billion, well below Q1.

SM

The Scotts Miracle-Gro Company

SMG Q4 2026

Scotts Miracle-Gro’s shares rose 8.7% after earnings, with investors responding to a fiscal 2027 outlook calling for 2%–4% sales growth, continued gross-margin expansion, and adjusted EPS of $4.70–$4.90. Fiscal 2026’s 1% sales growth was modest, but branded-product gains and cost savings supported margin improvement and debt reduction.

SN

Snap Inc.

SNAP Q3 2026

Snap fell 14.0% after earnings, with the clearest disappointment being that advertising growth remains below management’s ambitions: declining upper-funnel brand advertising weighed on Q3 growth despite gains in direct response. The transcript provides no forward-quarter guidance, leaving the outlook unclear.

SO

The Southern Company

SO Q3 2026

Southern Company’s stock was nearly flat after earnings, up 0.2%. Results and demand growth were positive, but management’s outlook remains framed as an opportunity to exceed 2026 guidance and potentially raise the 2027-and-beyond outlook, rather than a specific updated forecast.

SR

Sempra Energy

SRE Q3 2026

Sempra shares fell 3.7% after earnings, with the clearest concern in the outlook: management said California segment earnings could land toward the low end of its 2027 guidance range if regulators do not reverse a proposed decision on capital attrition rates. The company also flagged regulatory and execution risks even as it pointed to substantial planned growth at Oncor.

SS

SSR Mining Inc.

SSRM Q3 2026

SSR Mining rose 7.6% after earnings, with investors seemingly rewarding production that remains on track and a longer-term U.S. growth story: Marigold’s updated plan supports a 20-year reserve life, and the company announced the adjacent Converse acquisition. The key near-term offset is costs: full-year all-in sustaining costs are now expected to be approximately 10% above the top end of guidance.

SU

Suncor Energy Inc.

SU Q3 2026

Suncor shares fell 8.5% after earnings. The transcript shows strong operational performance, but offers no clear earnings or forward-guidance detail to explain the selloff; the sale of offshore assets also highlights a shift away from assets that contributed about 18,000 barrels a day in the first half.

SW

Skyworks Solutions, Inc.

SWKS Q4 2026

Skyworks shares fell 2.9% after earnings. The September-quarter results were slightly above the company’s guidance midpoint, but the outlook includes a combined-company quarter amid continued smartphone weakness and ongoing input-cost pressure on margins.

TF

Triple Flag Precious Metals Corp.

TFPM Q3 2026

Triple Flag’s stock rose 9.0% after earnings. The company reported 15% year-over-year growth in operating cash flow per share, while reaffirming that it remains on track to deliver in the top half of its increased 100,000–110,000 GEO guidance range.

TP

Texas Pacific Land Corporation

TPL Q3 2026

TPL fell 5.4% after earnings, despite record quarterly revenue, net income and free cash flow. The likely concern is uneven near-term activity: water sales were roughly flat sequentially, while management said Permian completion activity has been slow to ramp and noted a shift in activity between regions.

TP

TriplePoint Venture Growth BDC Corp.

TPVG Q3 2026

TPVG fell 4.5% after earnings, with investors likely focused on the very light $0.7 million of third-quarter debt fundings and lingering credit issues in its 2020–22 vintages. Management pointed to a pickup in activity after quarter-end, but that does not change the weak reported funding figure or the uncertainty around older exposures.

TR

Thomson Reuters Corporation

TRI Q3 2026

Thomson Reuters shares fell 4.1% after earnings, despite higher full-year revenue growth expectations. The likely concern is that the upgrade is largely tied to the Global Print transaction, while the Big 3 outlook was unchanged and Legal growth eased from the prior quarter.

TR

TORM plc

TRMD Q3 2026

TORM shares fell 14.8% after earnings, despite higher year-over-year third-quarter profit, as investors likely focused on the lack of quantified forward earnings guidance: management cited strong fourth-quarter bookings to date but emphasized that shipping markets are cyclical and can change quickly. The transcript does not identify a specific earnings or guidance cut.

UI

Unisys Corporation

UIS Q3 2026

Unisys shares rose 4.7% after the company reported Q3 revenue and non-GAAP profit above the expectations it had shared in July and raised its full-year revenue outlook for a second time. The positive reaction reflects improving performance and new-business momentum, though revenue remains down year over year in constant currency.

UP

Upstart Holdings, Inc.

UPST Q3 2026

Upstart shares were roughly flat, up 0.3%, after a mixed outlook: management expects full-year fee revenue and contribution profit to finish above its original guidance, but total revenue and adjusted EBITDA below it. Rising borrower stress and interest rates are weighing on balance-sheet-derived revenue, with those macro headwinds worsening early in Q4.

VG

Versigent PLC

VGNT Q3 2026

Versigent shares rose 3.1% after the company reported 7% year-over-year sales growth, expanded adjusted EBITDA margins, and $2.1 billion in quarterly awards. Performance came amid lower global automotive production and a high volume of launches, though the provided transcript excerpt does not include financial guidance.

VI

Virtu Financial, Inc.

VIRT Q3 2026

Virtu’s shares rose 1.7%, a roughly flat reaction, as third-quarter results reflected lower market activity but continued earnings generation across both segments. Management reported no forward guidance; the quarter’s results came as volumes and volatility moderated from the first half.

WE

The Wendy's Company

WEN Q3 2026

Wendy’s shares rose 3.8% after the earnings release, with investors likely responding to sequential improvement in U.S. same-restaurant sales and management’s early turnaround actions. Still, U.S. sales remained sharply negative, and global systemwide sales fell 5.9%.

WE

Western Midstream Partners, LP

WES Q3 2026

WES shares fell 6.3% after earnings, despite higher year-over-year EBITDA, as investors likely focused on modest sequential EBITDA decline and management’s explanation of weaker West Texas contract mix and pricing, lower DJ Basin throughput, and lower NGL and skim oil volumes and prices. Management expects a strong fourth quarter, but the quarter’s sequential softness tempers the upbeat full-year outlook.

WO

Wolfspeed Inc. Common Stock

WOLF Q1 2027

Wolfspeed shares fell 10.9% after earnings, suggesting investors were not reassured by Q1 revenue above the midpoint of guidance. The transcript points to uncertainty around execution and funding: the proposed $1.5 billion government loan is conditional, while the company is pursuing a broad SiC and GaN investment program.

ZA

Zalando SE

ZAL.DE Q3 2026

Zalando’s Q3 showed improving growth and profitability, but the stock’s 1.7% rise was modest. The company confirmed full-year guidance, with reported GMV and revenue growth expected in the lower half of its 12%–17% range.

ZT

Zoetis Inc.

ZTS Q3 2026

Investors were disappointed by continued weakness in companion animal demand and competition in key franchises; Zoetis shares fell 7.9% after earnings. U.S. clinic visits were down 3% year to date, while the company said third-quarter revenue and adjusted net income declined in line with its expectations.