AA

Allied Gold Corporation

AAUC.TO Q3 2026

The stock rose 13.6% after Allied Gold reported Kurmuk’s first production and outlined a sharp production ramp, with 2027 output forecast at 615,000–670,000 ounces. The upside case is balanced by high current costs at Sadiola and the execution still required to reach commercial production at Kurmuk and improve performance at Sadiola.

AD

Alaris Equity Partners Income Trust

AD-UN.TO Q3 2026

Alaris fell 8.2% after earnings, with the clearest forward-looking concern being management’s expectation of relatively flat 2027 Partner resets after a period of growth. The quarter also included a CAD 58.9 million non-cash fair value loss and a lower fourth-quarter Partner revenue forecast, despite higher cash flow and revenue year over year.

AD

Adaptive Biotechnologies Corporation

ADPT Q3 2026

Adaptive’s Q3 results were mixed but broadly steady against a near-flat market reaction: the stock rose 0.4% after the company reported total-company profitability and raised full-year MRD revenue guidance. Clinical testing and MRD revenue grew, while reimbursement pressure from more frequent testing remains a constraint on realized pricing.

AE

Aeva Technologies, Inc.

AEVA Q3 2026

Aeva shares fell 3.2% after earnings, with the transcript offering a likely reason for investor caution: much of the commercial opportunity remains at the validation, negotiation, or future-deployment stage rather than secured production. The company cited record shipments and customer progress, but did not provide quantified revenue or outlook details in the transcript provided.

AF

Aflac Incorporated

AFL Q3 2026

Aflac’s third-quarter results were mixed, and the stock rose 0.8% after earnings—roughly flat. U.S. sales and premiums grew, while Japan sales declined against a difficult comparison; the available transcript excerpt provides no further financial detail to assess the quarter’s earnings trajectory.

AF

Affirm Holdings, Inc.

AFRM Q1 2027

Affirm’s shares fell 2.2% after earnings, a roughly flat reaction. Management reiterated a full-year growth floor of 30% and said Q2 was growing at a high-30s rate in its first month; the excerpt offers limited detail on the quarter’s results, so it does not establish a clear reason for the decline.

AG

Federal Agricultural Mortgage Corporation

AGM Q3 2026

Farmer Mac shares fell 9.0% after earnings, despite record business volume and year-to-date earnings growth. The transcript does not identify a specific shortfall behind the selloff; it does point to muted Corporate AgFinance deal flow in the first nine months of 2026, while the pickup management described is only heading into the fourth quarter.

AL

The Allstate Corporation

ALL Q3 2026

Allstate’s stock fell 0.9% after earnings, a roughly flat reaction. The quarter included 3.3% year-over-year Property-Liability policy growth and adjusted net income of $2.5 billion, but the available transcript excerpt does not provide enough detail on guidance or the full outlook to identify a specific source of investor disappointment.

AL

Alarm.com Holdings, Inc.

ALRM Q3 2026

Alarm.com shares fell 3.0% after earnings, with the main concern likely the unusually high Q3 adjusted EBITDA benefiting from one-time hardware cost recoveries and timing effects that management says will not persist. SaaS growth was 9% year over year and the company raised its 2026 SaaS revenue guidance, but the transcript provided does not include the detailed financial outlook or 2027 figures.

AM

A.P. Moller - Maersk A/S

AMKBY Q3 2026

Despite an upgrade to full-year guidance, Maersk shares fell 9.1%, suggesting investors focused on the fragility of Ocean’s earnings: higher spot rates were driven partly by congestion, while utilization of 96% left limited room to grow volumes. Congestion also raised unit costs, and the transcript offers little reassurance about when bottlenecks will ease.

AN

Arista Networks, Inc.

ANET Q3 2026

Arista’s shares rose 5.0% after earnings, as Q3 revenue of $3.66 billion and 58.5% year-over-year growth led the company’s public-market history. Management also pointed to more than 100 Etherlink customers, though the transcript excerpt does not include the full outlook or financial details.

AP

Apple Hospitality REIT, Inc.

APLE Q3 2026

Apple Hospitality rose 4.1% after reporting accelerating RevPAR growth and raising its full-year outlook. The positive reaction aligns with stronger-than-expected-in-the-company’s-own-outlook business travel and improved margin guidance; the transcript does not provide consensus estimates.

AP

Apollo Global Management, Inc.

APO Q3 2026

Apollo’s shares fell 4.9% after earnings. Despite record quarterly earnings and management reaffirming its 2026 growth targets, investors may have focused on the cautious investment outlook: Apollo cited high valuations, tight spreads and rising risks, and said it is shifting toward lower-risk, more defensive positions.

AR

Aris Gold Corporation

ARIS.TO Q3 2026

Aris Mining shares rose 5.8% after the company reported Q3 adjusted EBITDA of $144 million and outlined near-term growth milestones. The main caveat is production: management is targeting the lower end of its 300,000–350,000-ounce full-year guidance range, requiring about 83,000 ounces in Q4.

AR

Arm Holdings plc

ARM Q2 2027

Arm’s stock fell 17.7% after earnings, signaling investor concern despite record quarterly revenue. The likely pressure point is the outlook: management expects Arm AGI CPU deliveries only in fiscal Q4 2027 and framed up to $2 billion of revenue across fiscal 2027 and 2028, while royalty growth was 8%—well below licensing growth.

AR

Array Technologies, Inc.

ARRY Q3 2026

The stock rose 14.9% after the announcement, signaling a positive market response to the proposed merger. The companies pitched a broader solar-infrastructure platform with potential growth and cash-flow benefits, though those benefits remain forward-looking and the deal still requires approvals.

AS

Ardmore Shipping Corporation

ASC Q3 2026

Ardmore Shipping shares fell 5.6% after earnings, despite a sharp rise in fourth-quarter spot rates. The transcript points to third-quarter earnings and rates that were still modest relative to the much stronger current bookings, leaving investors focused on whether the higher run rate will translate into sustained results; the excerpt does not provide a specific guidance cut or other clear negative surprise.

AS

AerSale Corporation

ASLE Q3 2026

AerSale shares fell 4.8% after earnings, as management said third-quarter results did not reflect progress on its initiatives and emphasized a positive year-end and growth in 2027 rather than current performance. The call points to a weak quarter as the likely driver, though the provided transcript does not include the CFO’s detailed results or full outlook.

AX

Axon Enterprise, Inc.

AXON Q3 2026

Axon shares fell 18.2% after earnings. The transcript provides no quarterly financial results or updated guidance to identify a specific earnings miss; the largest disclosed capital commitment was a $1.2 billion investment in Skydio, which may have heightened investor concern about investment and execution risk.

BA

Banco BPM S.p.A.

BAMI.MI Q3 2026

Banco BPM shares fell 3.4% after earnings, despite the bank confirming its 2026 profit guidance and raising planned shareholder remuneration. The likely pressure point is the outlook for net interest income: management said the impact of lower rates will become more evident in Q4 and especially in 2027, while recent profit growth relied on fees, lower costs and lower provisions.

BB

BB Seguridade Participacoes S.A.

BBSEY Q3 2026

BB Seguridade fell 6.1% after earnings, with investors likely focused on the 5% year-on-year decline in third-quarter net income and the 19% drop in retained premiums. Credit-linked insurance weakness—particularly in rural insurance—was compounded by lower investment income in the quarter.

BC

BCE Inc.

BCE Q3 2026

BCE shares rose 2.4% after earnings, a roughly flat reaction. The quarter showed improving customer retention and growth in fiber, enterprise and media, alongside continued execution on the AI infrastructure buildout.

BC

BioCryst Pharmaceuticals, Inc.

BCRX Q3 2026

BioCryst shares fell 3.9% after earnings, with the likely concern that the quarter’s revenue included an upper-teens-of-millions contribution from CareMed’s one-time inventory build, making reported growth less representative of underlying demand. The company said ORLADEYO revenue excluding Europe still grew year over year after removing that benefit, but future revenue should more closely reflect patient demand.

BE

Franklin Resources, Inc.

BEN Q4 2026

Franklin Templeton shares rose 4.7% after the company reported $84.1 billion in full-year long-term net inflows and higher profitability. The results showed broad-based flows, though fixed income remained a modest outflow.

BE

Brookfield Renewable Corporation

BEPC Q3 2026

Brookfield Renewable’s third-quarter results showed higher FFO and continued investment and asset-sale activity; the stock rose 1.7%, a roughly flat reaction. The transcript highlights growth and liquidity, but the proposed nuclear framework remains subject to final negotiations.

BS

Banco Santander-Chile

BSANTANDER.SN Q3 2026

Banco Santander-Chile’s shares rose 0.6% after earnings, a roughly flat reaction. The transcript describes continued profitability and commercial momentum, but also a weak domestic backdrop and flat GDP expected in 2026; it does not include the bank’s detailed quarterly results or 2027 guidance.

BS

Bentley Systems, Incorporated

BSY Q3 2026

Bentley’s shares rose 3.0% after earnings. ARR growth surpassed the company’s annual outlook range and net revenue retention reached a record 110%, while management also announced the Eliis acquisition and the Cohesive divestment.

BT

B2Gold Corp.

BTG Q3 2026

B2Gold shares rose 5.7% after earnings, with investors responding to lower full-year AISC guidance and a $48 million free cash flow quarter as prepaid gold deliveries ended. The outlook also points to stronger Q4 production and several 2027 growth catalysts, though Goose is still in ramp-up and free cash flow reflected ongoing investment.

CE

Century Aluminum Company

CENX Q3 2026

Century Aluminum shares rose 11.3% after earnings, as the company reported nearly $1 billion in third-quarter sales and $332 million in adjusted EBITDA, supported by higher shipments and favorable aluminum market conditions. Investors also had an update on the Oklahoma smelter project, with financing and power-contract discussions progressing toward a final investment decision.

CG

Cognex Corporation

CGNX Q3 2026

Cognex shares fell 10.5% after earnings, suggesting investors focused on the fourth-quarter outlook rather than the record third-quarter revenue. The transcript provided here does not include the specific Q4 guidance figures, so it does not establish the likely source of disappointment.

CH

Chime Financial, Inc. Class A Common Stock

CHYM Q3 2026

Chime shares rose 1.0% after earnings, a roughly flat reaction. Revenue growth accelerated and profitability expanded, while the transcript also highlighted continued investment in new products and a planned bank acquisition.

CM

Cummins Inc.

CMI Q3 2026

Cummins fell 4.9% after earnings, with investors likely focused on demand and execution falling short of management’s expectations in several areas. Medium-duty demand and pickup-engine shipments were weaker than anticipated, while supply constraints held power-generation revenue below expectations despite record sales.

CM

COMPASS Pathways plc

CMPS Q3 2026

Compass’s shares rose 2.1% after the earnings call, a roughly flat reaction. The update centered on completing the COMP360 NDA submission, FDA engagement, and preparations for a potential 2027 launch; approval timing and commercial uptake remain key uncertainties.

CN

Canadian Natural Resources Limited

CNQ Q3 2026

Canadian Natural shares fell 2.2% after the results, a roughly flat reaction. Production, cash generation and debt reduction were positive, but the transcript provides no clear evidence of a specific earnings or outlook disappointment.

CO

Cencora Inc.

COR Q4 2026

Cencora shares rose 4.0% after earnings, with investors responding to fiscal 26 adjusted operating income growth of 14% and adjusted EPS growth of 12%. The outlook for fiscal 27 reflects confidence, though management flagged near-term financial headwinds from divestitures.

CR

Ceragon Networks Ltd.

CRNT Q3 2026

Ceragon shares rose 14.0% after earnings, as revenue growth, sharply higher operating margin, and more than tripled year-over-year non-GAAP EPS were accompanied by an expected North American rebound. The quarter also showed ongoing pressure from higher component costs and supplier delays, which management expects to continue into 2027.

CR

Cronos Group Inc.

CRON Q3 2026

Cronos shares rose 6.0% after the company reported record Q3 net revenue, gross profit and Adjusted EBITDA, alongside strong growth in Israel, Canada and other international markets. The Netherlands acquisition adds a longer-term opportunity, though management expects price compression as suppliers ramp up.

CT

CytomX Therapeutics, Inc.

CTMX Q3 2026

CytomX shares rose 2.3%, a roughly flat reaction. The company is advancing Varseta-M, but key evidence—including an overall survival update and a potential registrational strategy—remains pending.

CT

CareTrust REIT, Inc.

CTRE Q3 2026

CareTrust’s shares rose 2.8% after earnings, a roughly flat reaction. The quarter included record investment activity and higher FFO per share, while the call also emphasized a large pipeline and future growth rather than providing new financial guidance in the available transcript.

CT

CTT - Correios De Portugal, S.A.

CTT.LS Q3 2026

CTT’s shares fell 14.6% after earnings, as investors focused on a sharp e-commerce downturn following the end of the customs de minimis exemption and its impact on profitability. Q3 EBITDA declined 34.5%, while management said higher costs and capacity built for a different volume outlook are weighing on results.

D0

DBS Group Holdings Ltd

D05.SI Q3 2026

The stock closed 0.5% higher after earnings, a roughly flat reaction. Management described a prudent, market-dependent fee outlook, with next year’s growth ranging from high single digits to low double digits depending on market conditions.

DB

Box, Inc.

DBX Q3 2026

Dropbox shares fell 3.1% after earnings, despite Q3 revenue and margin topping company guidance. The transcript points to an investor focus on whether growth can become more durable: management reported only about 20,000 net new paying users and is still positioning AI and the planned Tigris acquisition as future growth opportunities.

DE

DEUTZ Aktiengesellschaft

DEZ.DE Q3 2026

DEUTZ shares fell 4.4% after the results, despite higher orders and revenue. The transcript’s main potential concern is that order growth is running ahead of revenue, while management itself says revenue is lagging; the company also describes its market environment as very challenging.

DN

Ginkgo Bioworks Holdings Inc. Class A Common Stock

DNA Q3 2026

Ginkgo shares rose 13.4% after earnings, with investors likely responding to sharply lower losses and the company’s first autonomous-lab sale to a pharma company. The positive reaction comes despite declining revenue: Q3 revenue fell 6% year over year, and nine-month revenue was down 37%.

DU

Duolingo Inc. Class A Common Stock

DUOL Q3 2026

Duolingo’s shares rose 26.0% after earnings, as accelerating DAU growth and bookings ahead of expectations were accompanied by Q4 bookings guidance slightly above the company’s prior outlook. The outlook still points to slower growth in some monetization measures and roughly flat year-over-year adjusted EBITDA in Q4.

DV

Devon Energy Corporation

DVN Q3 2026

Devon’s shares fell 1.6% after earnings, a roughly flat reaction. The company outlined low-single-digit oil growth and 5%–10% annual free-cash-flow-per-share growth, but the excerpt does not provide quarterly results or enough detail to identify a specific disappointment.

EC

Encore Capital Group, Inc.

ECPG Q3 2026

Encore shares jumped 26.3% after earnings, as record global collections and $124 million in GAAP net income highlighted strong cash generation and improved leverage. Portfolio purchases reached $390 million, with 80% in the U.S., where management said supply and pricing remain favorable.

EG

eGain Corporation

EGAN Q1 2027

eGain reported first-quarter revenue and profitability ahead of its guidance, while total revenue declined 7% year over year as legacy business ran off. The stock rose 0.8% after earnings, a roughly flat reaction.

EN

Enbridge Inc.

ENB Q3 2026

Enbridge shares fell 2.5% after earnings, a roughly flat reaction. The company reaffirmed its 2026 guidance, but the transcript provides no clear results-versus-expectations driver for the move; investors may also be weighing the announced CEO transition and equity-funded acquisitions.

EO

EOG Resources, Inc.

EOG Q3 2026

EOG’s results were broadly steady, with record production and operating costs below guidance midpoints, while the stock was nearly unchanged after earnings, down 0.3%. The company expects low-single-digit oil production growth in 2027 and announced an 8% increase in its regular dividend.

EP

EPAM Systems, Inc.

EPAM Q3 2026

EPAM shares jumped 20.6% after the company said Q3 revenue, profitability and EPS came in above the high end of its outlook range. Investors also got a higher 2026 AI-native revenue target and a capital-return plan, though overall revenue growth remained modest at 2.3% year over year.

ER

Ero Copper Corp.

ERO Q3 2026

Arrow Copper rose 5.7% after earnings, with investors responding to record cash generation and a sharply lower net-debt leverage ratio. Copper production remains on track for full-year guidance, though higher costs and below-expectation mine performance at Xavantina temper the operating picture.

ET

Entergy Corporation

ETR Q3 2026

Entergy’s largely in-line quarter and modestly improved guidance produced a roughly flat market reaction, with shares down 0.2%. Results benefited from hot weather and industrial sales, while the company’s longer-term growth pipeline remains prospective rather than included in its base plan.

EX

Expensify Inc. Class A Common Stock

EXFY Q3 2026

Expensify’s shares fell 8.1% after earnings, likely reflecting continued pressure on the core top line: management said it persists, while average paid members were 630,000 in Q3. Growth in New Expensify and improved cash generation were positives, but the call did not provide a clear near-term timeline for a return to sustainable growth.

EX

Expedia Group, Inc.

EXPE Q3 2026

Expedia shares fell 13.7% after earnings. Despite raising full-year guidance, the likely concern is that third-quarter room-night growth was only 7%, with low-single-digit growth in EMEA, while the transcript offers no fourth-quarter outlook detail to explain the cut-off in the remarks.

FD

Fidus Investment Corporation

FDUS Q3 2026

Fidus shares rose 0.8% after earnings, a roughly flat reaction. Adjusted NII increased to $0.54 per share and covered the base dividend, while portfolio activity was nearly balanced between originations and repayments.

FI

Five9, Inc.

FIVN Q3 2026

Five9 shares fell 17.6% after earnings, signaling investors focused on the outlook rather than the reported quarter. The transcript excerpt highlights revenue above the company’s guidance range and accelerating subscription growth, but ends before management’s full outlook is provided, so it does not establish the likely source of the disappointment.

FL

Fluor Corporation

FLR Q3 2026

Fluor shares rose 3.2% after earnings, as record quarterly awards and a decade-high backlog pointed to a larger future project base. The pipeline is encouraging, but much of the expected growth depends on projects ramping up over the next two years and awards not yet finalized.

FR

Fresenius SE & Co. KGaA

FRE.DE Q3 2026

Shares rose 6.3% after Fresenius raised its full-year core EPS outlook, now expecting growth in the upper half of its 10%–15% range at constant currency. The company also lifted its group EBIT margin indication to above 11.5%.

FR

Freshworks Inc. Class A Common Stock

FRSH Q3 2026

Freshworks shares fell 6.3% after earnings. The transcript points to a likely concern: despite Q3 revenue at the high end of estimates, growth was 14% year over year, and the call excerpt provides no forward guidance to offset that deceleration risk; the stock move itself does not establish the market’s specific concern.

FT

Fortis Inc.

FTS.TO Q3 2026

Fortis delivered third-quarter adjusted EPS growth and raised its five-year capital plan, while the stock rose 2.5%—a broadly neutral market reaction. The plan increases investment and rate-base growth, with transmission and LNG projects driving much of the expansion.

GC

GigaCloud Technology Inc Class A Ordinary Shares

GCT Q3 2026

GigaCloud shares rose 0.8%, a roughly flat reaction. Revenue and earnings grew, while U.S. marketplace GMV increased despite a weak furniture market; new New Classic products are expected to contribute mainly in 2027.

GF

GlobalFoundries Inc. Ordinary Shares

GFS Q3 2026

GlobalFoundries shares fell 15.2% after the earnings release, despite third-quarter results landing at the high end of company guidance. The transcript points to a softer near-term outlook as the likely concern, but the excerpt provided cuts off before fourth-quarter guidance, so the specific driver of the selloff cannot be confirmed.

GM

Genmab A/S

GMAB Q3 2026

The stock fell 2.7% after earnings, a roughly flat reaction under the stated threshold. Revenue rose 22% and adjusted operating profit 9%, while the call also highlighted positive phase III readouts and commercial growth.

GM

Genmab A/S

GMAB.CO Q3 2026

Genmab’s shares fell 1.4% after earnings, a roughly flat reaction. Revenue and adjusted operating profit grew, while the call highlighted positive late-stage trial results and continued commercial growth; the transcript does not identify a specific source of investor disappointment.

GN

Genco Shipping & Trading Limited

GNK Q3 2026

Genco reported a strong quarter, but the stock rose only 2.3%, a roughly flat reaction. The company projected a fourth-quarter dividend above $1 per share, conditional on strong fixtures to date and the current FFA curve.

GT

Gran Tierra Energy Inc.

GTE Q3 2026

Gran Tierra shares were roughly flat, up 0.3% after earnings. Lower realized prices and higher operating costs weighed on quarterly cash flow, while production also declined sequentially.

GW

Global Water Resources, Inc.

GWRS Q3 2026

Shares rose 1.4% after the results, a roughly flat reaction. Revenue grew, but earnings remain pressured by higher depreciation and other costs; management pointed to rate increases as important to a recovery, while activity in Phoenix-area housing permits has slowed.

GW

W.W. Grainger, Inc.

GWW Q3 2026

Grainger’s shares rose 6.5% after earnings, with the quarter’s double-digit organic growth, higher operating margin and EPS growth supporting the positive reaction. Management also raised its 2026 earnings outlook.

HH

Howard Hughes Holdings Inc.

HHH Q3 2026

Howard Hughes shares were roughly flat, down 0.4% after earnings. The quarter showed solid operating-asset NOI growth and higher Vantage earnings, alongside mixed community-level home sales and a higher reported G&A burden.

HS

HealthStream, Inc.

HSTM Q3 2026

HealthStream shares fell 8.4% after earnings, despite the company raising full-year guidance. The transcript offers no clear negative surprise: management cited quarterly revenue and margin ahead of its own August forecast, so the selloff’s driver cannot be identified from the information provided.

IB

IBEX Limited

IBEX Q1 2027

IBEX shares rose 15.2% after fiscal Q1 revenue increased 16% to a quarterly record of $175.2 million, with adjusted EBITDA margin expanding 150 basis points to 14.4%. New-logo wins and AI-related momentum were notable growth drivers.

IR

IREN Limited

IREN Q1 2027

IREN’s shares rose 20.0% after results, with investors responding to AI Cloud revenue nearly tripling to $200 million and operating ARR doubling to $1 billion. The delivery timeline for more than $4 billion of targeted operating ARR has slipped: management now targets January, with a possible delay to the end of February depending on supplier deliveries.

IS

Intesa Sanpaolo S.p.A.

ISNPY Q3 2026

Intesa Sanpaolo’s shares rose 7.2% after the bank raised its 2026 net income guidance to well above €10 billion, supported by higher quarterly revenue and net interest income. The upgrade and record nine-month profit appear to have outweighed the roughly €900 million tax impact from the 2026 budget law.

IT

Gartner, Inc.

IT Q3 2026

Gartner shares fell 13.3% after earnings, despite management raising full-year guidance. The call points to continued pressure in client spending: downsell remained relatively stable, while the company said winning new business is an important opportunity to drive stronger performance in coming quarters.

KR

Karman Holdings Inc.

KRMN Q3 2026

Karman’s shares surged 42.1% after earnings, as 25% organic revenue growth, record backlog and higher full-year revenue guidance underscored strong demand and visibility. The quarter also included a modest year-over-year revenue decline in Space & Launch tied to a customer’s shift in launch cadence.

KT

Kratos Defense & Security Solutions, Inc.

KTOS Q3 2026

Kratos’ shares rose 5.1% after the company reported 35.7% revenue growth, a 2.2:1 book-to-bill ratio and record backlog, alongside initial 2027 guidance. The outlook is cautious: management cited budget uncertainty and supply-chain challenges, and said Q1 2027 should be the lightest quarter.

KV

Klaviyo, Inc.

KVYO Q3 2026

Klaviyo shares fell 2.6% after earnings, a roughly flat reaction. Revenue grew 25% to $387 million, while the call emphasized early adoption of Composer and other AI tools; the transcript excerpt does not identify a clear driver of investor disappointment.

LA

nLIGHT, Inc.

LASR Q3 2026

nLIGHT beat its Q3 revenue guidance, and shares rose 29.6% after earnings. The upside came alongside record product gross margins and adjusted EBITDA above $11 million, though China-related optical supply constraints are still limiting shipments and require additional investment.

LU

Lumen Technologies, Inc.

LUMN Q3 2026

Lumen shares fell 11.0% after the earnings release. Despite growth in strategic sales and revenue, the transcript excerpt provides no full-quarter financial outlook or explanation for the selloff, so the specific disappointment cannot be established from the information available.

LY

Lyft, Inc.

LYFT Q3 2026

Lyft’s shares fell 4.2% after earnings, suggesting investors were not persuaded by the upbeat growth narrative. The transcript highlights accelerating rides and improving profitability, but provides no specific forward guidance or outlook figures to explain the selloff; a clear disappointment driver is not identifiable from the available remarks.

MA

Main Street Capital Corporation

MAIN Q3 2026

Main Street Capital’s shares were nearly flat, up 0.3% after earnings. Third-quarter results included DNII before taxes per share in line with the prior-quarter guidance and higher NAV per share, while investment activity was slower than management’s expected normal quarterly pace.

MC

Moelis & Company

MC Q3 2026

Moelis reported Q3 revenue growth, but the stock fell 2.5%, a roughly flat reaction. Capital markets revenue softened after a record first half as volatility delayed transactions, while management said completion timing remains dependent on market conditions.

MC

McDonald's Corporation

MCD Q3 2026

McDonald’s shares rose 6.5% after earnings, as investors may have responded to improving U.S. trends: comparable sales turned positive in September, and digital offers generated more incremental traffic and sales than expected. The quarter was still mixed, with global comparable sales up 1.5% and U.S. comparable sales down 0.2%; a broader entry-level value program is not expected nationally until early 2027.

MC

Microchip Technology Incorporated

MCHP Q2 2027

Microchip shares fell 10.0% after earnings, with the outlook likely disappointing investors: December-quarter sales are expected to decline sequentially, and September revenue included $53 million of items not expected to recur. That makes the reported growth and above-guidance EPS less indicative of the underlying near-term trend.

MC

McKesson Corporation

MCK Q2 2027

McKesson shares were roughly flat, up 0.3% after earnings. The quarter included higher revenue and EPS and a raised full-year EPS outlook, but the market reaction was muted.

MN

MannKind Corporation

MNKD Q3 2026

MannKind shares rose 3.7% after earnings, as investors may have welcomed rapid Furoscix ReadyFlow conversion and accelerating Afrezza prescriptions. The company also reported 27% year-to-date revenue growth, though its outlook leans on a record fourth quarter to reach profitability.

MR

Moderna, Inc.

MRNA Q3 2026

Moderna shares rose 5.3% after the company raised its 2026 revenue growth framework to 15%–25%, from up to 10%, citing stronger-than-expected U.S. and international revenue in Q3 and visibility into Q4. The quarter also showed a return to profitability, though some of the sales strength reflected shipment timing and cost of sales rose faster than revenue.

MT

MACOM Technology Solutions Holdings, Inc.

MTSI Q4 2026

MACOM’s shares fell 18.4% after earnings, despite strong backlog and upbeat data-center growth expectations. The transcript does not identify a specific guidance cut or operating shortfall, so the selloff’s driver is unclear; investors may have been disappointed by expectations not reflected in the reported outlook.

MY

Myriad Genetics, Inc.

MYGN Q3 2026

Myriad’s shares rose 4.5% after earnings, with investors likely responding to a modestly higher 2026 revenue outlook, sequential improvement in average revenue per test and the $210 million agreement to sell its Prenatal Health business. The quarter still showed pressure in Prenatal Health volumes and year-over-year declines in Cancer Care average revenue per test.

NA

National Australia Bank Limited

NAB.AX Q4 2026

NAB shares fell 4.9% after results, with the near-term outlook looking more challenging and cash earnings flat excluding notable items as higher credit impairment charges offset underlying profit growth. Rising customer stress and further additions to forward-looking provisions reinforce the cautious tone.

NE

Cloudflare, Inc.

NET Q3 2026

Cloudflare’s shares rose 9.6% after earnings, as revenue grew 39% year over year to $782 million and operating margin reached a company high of 17.5%. The quarter also showed accelerating customer and sales momentum, though the transcript provided does not include forward guidance.

NG

National Grid plc

NG.L Q2 2027

National Grid’s shares fell 1.2% after the results, a roughly flat reaction. The company raised investment and EPS growth guidance, but the transcript also highlights pressure on consumer energy bills and acknowledges that some large projects may not go to plan.

NM

Navios Maritime Partners L.P.

NMM Q3 2026

Navios Maritime Partners’ units fell 3.4% after earnings, despite reported third-quarter net income of $185.7 million. The transcript excerpt provides no explicit guidance cut or segment downturn; the likely pressure point is the roughly $703 million committed to newbuildings, including tankers still under discussion for charters, alongside a cautious backdrop of geopolitical uncertainty and changing trade patterns.

NT

Nutrien Ltd.

NTR Q3 2026

Nutrien shares fell 0.8% after the earnings release, a relatively muted move. The transcript points to a mixed quarter: record-near potash volumes and higher cash returns were tempered by geopolitical volatility weighing on retail crop nutrient volumes and higher fuel costs; the company maintained its 2026 potash shipment forecast.

NX

Neighborhood Intelligence, Inc. Common Stock

NXH Q3 2026

The stock was roughly flat after earnings, down 0.6%, as the quarter showed progress in the core e-commerce business but also a wider adjusted EBITDA loss. Reported revenue nearly doubled, largely due to acquisitions, so it does not by itself indicate organic growth across the expanded company.

NY

The New York Times Company

NYT Q3 2026

The stock fell 0.9% after earnings, a roughly flat reaction. Revenue and earnings grew, while digital advertising revenue came in slightly below the company’s guidance range.

ON

BeiGene, Ltd.

ONC Q3 2026

BeOne’s Q3 results were mixed-to-positive, with the stock up 2.5% after the report. BRUKINSA sales growth and progress across the pipeline were notable, while the transcript excerpt provides limited detail on overall financial results or 2026 guidance.

OX

Oxford Lane Capital Corp.

OXLC Q2 2027

Oxford Lane fell 24.5% after earnings, as investors confronted a sharp deterioration in core income and cash distributions alongside a lower NAV. Core net investment income fell to $0.68 per share from $0.95, while the cash distribution yield on CLO equity declined to 12.4% from 16.3%; management also cited accumulated spread compression weighing on CLO cash flows.

PA

PAN AMERICAN SILVER CORP

PAAS Q3 2026

Pan American Silver shares fell 0.8%, a roughly flat reaction. The quarter paired substantial free cash flow with production below the quarterly silver outlook and a reset to gold production and cost guidance.

PA

Pampa Energia S.A.

PAMP.BA Q3 2026

Pampa Energía fell 5.8% after earnings, with the sequential decline in EBITDA and weaker oil and gas operating trends likely weighing on investors. Group EBITDA was up year-on-year, but down 4% from Q2 as oil and gas EBITDA slipped and crude oil earnings fell amid hedges and higher lifting costs.

PI

Polaris Infrastructure Inc.

PIF.TO Q3 2026

Polaris’s Q3 was broadly steady financially, while generation declined and a Dominican Republic impairment drove a larger reported net loss. The +0.7% share-price move was roughly flat, consistent with a mixed quarter rather than a clear positive or negative surprise.

PL

ePlus inc.

PLUS Q2 2027

ePlus shares rose 11.7% after earnings, as the company raised fiscal 2027 guidance on first-half performance and reported growth across sales and profitability. Higher guidance and nearly $750 million of year-over-year growth in open orders were key positives, though the transcript also points to concentration in fast-growing data center and cloud demand.

PN

Pandora A/S

PNDORA.CO Q3 2026

Pandora’s shares rose 7.8% after Q3, with 6% organic growth and an upgrade to full-year organic growth and EBIT margin guidance. The positive reaction came alongside improving like-for-like growth, though investors should note that Japan contributed nearly 2 percentage points of group like-for-like growth and management expects that market to moderate.

PR

Propel Holdings Inc.

PRL.TO Q3 2026

Propel rose 10.0% after earnings, with investors responding to record quarterly revenue and adjusted net income alongside 27% growth in originations. The company also reported stable net charge-offs and raised its quarterly dividend.

PT

Peloton Interactive, Inc.

PTON Q1 2027

Peloton rose 3.7% after reporting Q1 revenue above the midpoint of its guidance, subscriptions at the top end, and gross margin and adjusted EBITDA above expectations. The company also said it fully deleveraged its balance sheet on a net-debt basis, while cautioning that revenue growth may not remain linear as it laps prior-year price changes.

RC

Ready Capital Corporation

RC Q3 2026

Ready Capital fell 20.4% after earnings, as investors likely focused on the steep book-value decline and persistent earnings shortfall: book value per share fell $2.35 year to date to $6.44, and distributable earnings excluding realized losses remained negative at $0.21 per share. Management’s path back toward breakeven depends on scaling capital-light lending, resolving legacy CRE assets and reducing costs, while higher Treasury yields may further delay property realizations.

RH

Rheinmetall AG

RHM.DE Q3 2026

Rheinmetall shares fell 19.0% after the earnings release, with the likely overhang the company’s adjustment to full-year 2026 guidance, which management flagged at the start of the call but had not yet detailed in the provided transcript. Q3 sales rose 36% and operating margin expanded, but those results did not offset the guidance concern.

RO

Rockwell Automation, Inc.

ROK Q4 2026

Rockwell shares fell 14.2% after earnings, with the transcript pointing to slowing core sales growth and annual recurring revenue growth below management’s expectations as likely concerns. Core sales grew 7% year over year, versus double-digit growth in the year-ago quarter, while ARR rose 5%.

RP

Royalty Pharma plc

RPRX Q3 2026

Royalty Pharma’s third-quarter results were broadly steady, with the stock up 1.7% after earnings. Receipts grew 9%, and the company raised 2026 guidance again, while the transcript also notes a disappointing Phase III outcome for pelacarsen.

RU

Sunrun Inc.

RUN Q3 2026

Sunrun’s shares rose 12.3% after earnings, with investors responding to higher upfront subscriber value margins and positive cash generation. The quarter also showed direct-sales growth and record storage attachment, though management cited higher interest rates and slower-than-expected sales onboarding as reasons to anchor full-year cash generation expectations at the low end.

RU

Russel Metals Inc.

RUS.TO Q3 2026

Russel Metals fell 14.4% after earnings. The transcript offers no explicit guidance cut, but the likely concern is that Q3’s record performance may not carry forward: management expects lower Q4 tonnage from seasonal closures, while its favorable market outlook is not a firm earnings outlook.

SD

Seadrill Limited

SDRL Q3 2026

Seadrill shares fell 6.5% despite higher full-year guidance, as investors may have focused on the remaining 2026 outlook: management guided to lower fourth-quarter EBITDA than in the third quarter. The $179 million of quarterly free cash flow and roughly $800 million of new contract value are positives, but they do not remove that near-term earnings step-down.

SG

Super Group (SGHC) Limited

SGHC Q3 2026

Super Group’s shares rose 3.2% after earnings, with investors seemingly taking comfort in continued casino growth and a strong October sports margin despite a softer Q3 sports quarter. The company lowered full-year 2026 revenue and adjusted EBITDA guidance to account for customer-friendly sports results.

SH

Schaeffler AG

SHA0.DE Q3 2026

Schaeffler shares fell 5.0% after earnings, with investors likely focused on the structural weakness in European automotive markets and the slow E-mobility ramp-up that prompted a new, large restructuring program. The company confirmed 2026 guidance, but the planned €480 million in restructuring costs and implementation extending mainly through 2028 underscore the pressure on its business.

SH

Siemens Healthineers AG

SHL.DE Q4 2026

Siemens Healthineers reported 4% comparable growth for fiscal 2026, at the upper end of its amended guidance, while Q4 growth was led by the synergetic core. The stock was nearly flat after earnings, down 0.4%; Diagnostics still declined year over year, and group margins faced foreign-exchange, inflation and one-off headwinds.

SI

Sprott Inc.

SII Q3 2026

Sprott shares rose 6.8% after earnings, with investors responding to higher adjusted EBITDA and a 25% dividend increase. Quarterly redemptions in physical trusts and lower year-over-year AUM temper the positive picture.

SK

Skyward Specialty Insurance Group Inc. Common Stock

SKWD Q3 2026

Skyward shares fell 5.5% after earnings, despite higher premiums and operating EPS. The transcript points to investor concern about growth and pricing pressure in parts of property and casualty, alongside weaker-than-expected agriculture take-up; the outlook is difficult to assess because the transcript cuts off during the reserve discussion.

SM

NuScale Power Corporation

SMR Q3 2026

NuScale shares rose 16.8% after the company reported a milestone shift from development to physical production, including an agreement with Doosan Enerbility to manufacture initial power-module components. The commercial opportunity remains prospective: ENTRA1 is still working to finalize project-development arrangements, and NuScale did not announce a secured order.

SO

Solstice Advanced Materials, Inc.

SOLS Q3 2026

Solstice shares fell 6.5% despite the company raising full-year 2026 guidance. The transcript does not identify a specific cause for the selloff; the clearest potential concern is that nuclear sales faced previously communicated product loan returns, tempering otherwise positive growth commentary.

SQ

Sequans Communications S.A.

SQNS Q3 2026

Sequans’ shares rose 7.7% after earnings, as investors appeared to reward accelerating IoT product growth and visibility: Q3 revenue increased 183% year over year, while backlog extends into the second half of 2027. Revenue was in line with management’s guidance range, so the positive signal is growth and forward visibility rather than a reported guidance beat.

TE

Atlassian Corporation Plc

TEAM Q1 2027

Atlassian fell 16.2% after earnings, signaling that investors were disappointed despite solid reported growth. The transcript does not identify a specific guidance cut or results miss; one possible concern is that management described a full-year guide that was “pretty similar” even as Data Center delivered a strong quarter, leaving investors focused on migration timing and the outlook.

TF

Triple Flag Precious Metals Corp.

TFPM.TO Q3 2026

Triple Flag’s 15% year-over-year growth in operating cash flow per share and reaffirmed trajectory toward the top half of its increased GEO guidance range likely drove the 9.0% post-earnings gain. The quarter also showed growth in revenue and adjusted EBITDA, alongside continued share repurchases.

TK

TKO Group Holdings, Inc.

TKO Q3 2026

TKO’s quarter showed gains in UFC live events and WWE partnerships, while the stock fell 2.2% after earnings—a roughly flat reaction that suggests a mixed read rather than a clear market verdict. The transcript highlights commercial momentum but also points to a lighter WWE event calendar and a steep fourth-quarter growth hurdle for partnerships.

TP

Tutor Perini Corporation

TPC Q3 2026

Tutor Perini reported record third-quarter revenue, operating income and cash flow, alongside a near-record backlog. Shares fell 1.5% after the results, a roughly flat reaction that suggests a neutral market verdict; the transcript does not identify a specific disappointment.

TR

Trulieve Cannabis Corp.

TRLV Q3 2026

Shares fell 6.0% after the earnings release, despite revenue exceeding management’s guidance. The transcript points to limited underlying growth—revenue rose 4% year over year and sequentially on a medical-only basis—and a slight sequential decline in average basket size as possible sources of investor disappointment; it does not disclose a specific guidance cut or margin deterioration.

TR

Trainline Plc

TRN.L Q2 2027

Trainline’s shares fell 6.1% after the results, with the main concern in the available transcript being near-flat net ticket sales amid continued headwinds from train operators’ self-preferencing and Project Oval. Adjusted EBITDA and EPS grew, but the update does not yet show a clear acceleration in ticket sales.

TS

Tenaris S.A.

TS Q3 2026

Tenaris shares rose 5.2% after results that management said were better than expected, with sequential EBITDA growth and a forecast for a further step-up in fourth-quarter revenue. The outlook points to close to 10% revenue growth in Q4, driven mostly by volume, while mix is expected to limit price increases.

TX

Texas Roadhouse, Inc.

TXRH Q3 2026

Texas Roadhouse shares fell 4.1% after earnings, with investors likely focused on the slowdown in comparable sales: growth was 1.5% in the first five weeks of Q4, versus 4.3% in Q3. Management cited sequential improvement into early November, but the Q4 update also came with higher 2026 capital-spending guidance.

UN

Unum Group

UNM Q3 2026

Unum shares fell 17.8% after earnings, as elevated disability claims in US group insurance and the UK pushed results below management’s earnings expectations. The pressure is especially concerning in long-term disability, where the company has not determined whether the jump in claims is sustained; pricing actions will take time to affect results.

UT

United Therapeutics Corporation

UTHR Q3 2026

United Therapeutics reported record third-quarter revenue, including record Tyvaso sales, while the stock rose 1.2%—a roughly flat reaction. The transcript highlights commercial momentum and a broad development pipeline, but provides limited detail on forward guidance or financial outlook.

VE

Vera Therapeutics, Inc.

VERA Q3 2026

Vera’s shares fell 1.2% after earnings, a roughly flat reaction. The quarter featured an early U.S. launch and positive ORIGIN 3 data, while the company is still pursuing full approval and did not provide launch revenue figures in the remarks.

VM

Viemed Healthcare, Inc.

VMD Q3 2026

Viemed shares fell 10.9% after earnings, despite record revenue and higher net income. The likely concern is weaker year-over-year adjusted EBITDA growth than revenue growth, alongside an adjusted EBITDA margin that remained below the year-ago level.

VM

VMRK

VMRK Q3 2026

Vivmark Residential’s shares rose 2.8%, a roughly flat reaction, as the company raised its 2026 same-store revenue outlook and merger-synergy estimates. The call also outlined growth drivers for 2027, though the company said its detailed 2027 outlook is still in development.

VS

Viasat, Inc.

VSAT Q2 2027

Viasat shares rose 7.7% after earnings, with investors likely responding to higher fiscal 2027 free-cash-flow expectations and continued momentum in Defense and Advanced Technologies (DAT). The growth outlook is tempered by more conservative assumptions for commercial aviation and in-flight-connectivity backlog.

VS

Vistra Corp.

VST Q3 2026

Vistra’s stock rose 10.6% after the company reported record third-quarter adjusted EBITDA and raised the midpoint of its 2026 guidance range. Investors also got initial 2027 guidance and an improved expected cash-flow contribution from the Cogentrix acquisition.

VT

VTEX

VTEX Q3 2026

VTEX shares fell 5.5% after earnings, as challenging Brazilian consumption weighed on consolidated growth and the remainder of subscription revenue declined modestly on an FX-neutral basis. Double-digit growth in newer drivers did not offset the softer backdrop.

WD

Wesdome Gold Mines Ltd.

WDO.TO Q3 2026

Wesdome’s stock rose 2.5%, a roughly flat reaction, as the company reaffirmed 2026 production guidance despite a third-quarter shortfall. Production is expected to finish below the guidance midpoint and all-in sustaining costs near the upper end, leaving fourth-quarter execution central to the outlook.

WD

Wesdome Gold Mines Ltd.

WDOFF Q3 2026

Wesdome’s shares rose 1.5%, a roughly flat reaction, as the company reaffirmed 2026 production guidance but acknowledged a weaker-than-expected third quarter. Full-year production is expected below the midpoint of guidance, with all-in sustaining costs toward the upper end.

XP

XPEL, Inc.

XPEL Q3 2026

XPEL’s shares slipped 0.8% after earnings, a roughly flat reaction. Revenue grew 9.9%, but the U.S. dealership channel remained roughly flat, and management described a late-quarter slowdown in the aftermarket amid regulatory uncertainty and some consumer weakness.

YE

Yelp Inc.

YELP Q3 2026

Yelp fell 5.2% after earnings, as investors likely focused on continued ad weakness and a cautious outlook for its core business. Revenue declined 1% year over year, with Restaurant, Retail & Other ad revenue down 13% and ad clicks down 8%.