AA

Applied Optoelectronics, Inc.

AAOI Q3 2026

AOI’s shares rose 6.9% after earnings, with investors likely rewarding record revenue, rapidly growing 800G sales and a multiyear 1.6T agreement with a Tier 1 hyperscaler. The quarter was not an across-the-board beat: gross margin came in below the company’s guidance range, and a construction delay pushes back its capacity expansion.

AD

Koninklijke Ahold Delhaize N.V.

AD.AS Q3 2026

Ahold Delhaize shares rose 7.7% after earnings, with the quarter’s positive volume growth, market-share gains and maintained profitability supporting the result. The key caveat is that the October cybersecurity incident disrupted online operations and parts of the Benelux supply chain, and management said it will affect Q4 performance.

AD

ADMA Biologics, Inc.

ADMA Q3 2026

ADMA shares rose 26.0% after earnings, as investors responded to 31% year-over-year ASCENIV growth, 71% corporate gross margin and substantial earnings growth. The quarter also showed continued pressure on BIVIGAM revenue, while management pointed to early signs of stabilization in end-user utilization.

AP

APA Corporation

APA Q3 2026

APA shares fell 2.3% after earnings, a roughly flat reaction. The quarter included about $700 million in free cash flow, while the preliminary 2027 plan calls for approximately $2.5 billion in upstream capital spending and similar U.S. and Egypt production year over year.

BM

Bayerische Motoren Werke Aktiengesellschaft

BMW.DE Q3 2026

BMW shares rose 6.1% after the earnings call, with investors likely responding to evidence of momentum in the Neue Klasse: the company reported more than 100,000 iX3 orders through December and is accelerating production. That positive signal is tempered by continued pressure in China and restructuring measures being brought forward.

BT

Peabody Energy Corporation

BTU Q3 2026

Peabody’s shares fell 17.7% after earnings, with the clearest disappointment being Centurion’s production disruption: complex geological conditions constrained output, and fourth-quarter sales guidance was cut to 300,000–500,000 tons. Management outlined operational fixes, but the challenges extend beyond a single fault and have delayed the mine’s expected contribution.

BY

Beyond Meat, Inc.

BYND Q3 2026

Beyond Meat’s shares fell 15.2% after earnings, signaling investor concern that the turnaround remains constrained by declining revenue and persistent weakness in its core U.S. business. Revenue was down 8% year over year, and management cited inflation and misinformation as ongoing headwinds in U.S. retail and food service.

CA

Cardinal Health, Inc.

CAH Q1 2027

Cardinal Health’s shares rose 2.2%, a roughly flat reaction, as the company reported first-quarter growth and raised its fiscal 2027 EPS outlook. The quarter included solid profit growth, but pharmaceutical revenue growth was partly offset by IRA-related price reductions, while GMPD revenue was flat.

CB

Commerzbank AG

CBK.DE Q3 2026

Commerzbank shares fell 4.1% after earnings, despite record nine-month profit and reaffirmed long-term targets. The likely pressure point was the lower 2026 net interest income growth outlook, which management said would be offset by higher net fair value and other revenues.

CC

Cogent Communications Holdings, Inc.

CCOI Q3 2026

Cogent shares fell 30.9% after earnings, with the transcript offering little reassurance on a key near-term risk: $700 million of unsecured notes mature in June 2027, and the company is still evaluating proposals to address them. Cost cuts and improving margins were positives, but they did not remove the uncertainty around refinancing.

CG

TCG BDC, Inc.

CGBD Q3 2026

Carlyle Secured Lending’s third-quarter results were broadly steady, with $0.36 per share of net investment income and a modest increase in NAV to $15.65. The stock rose 2.6% after earnings, a roughly flat reaction under the stated threshold.

CL

Clarus Corporation

CLAR Q3 2026

Clarus shares rose 18.1% after the company raised its 2026 adjusted EBITDA outlook and reported double-digit Black Diamond growth with margin expansion. The headline improvement was tempered by declining Adventure sales and the benefit of tariff refunds to reported results.

CL

Clean Energy Fuels Corp.

CLNE Q3 2026

Clean Energy Fuels’ shares rose 26.5% after earnings, with the clearest positive being higher 2026 adjusted EBITDA guidance: the company raised its range by $5 million to $75–$80 million. The updated 45Z credit value came in above the company’s assumptions, boosting third-quarter results and improving its outlook for the rest of 2026.

CP

Camden Property Trust

CPT Q3 2026

Baytex shares fell 4.1% after earnings, suggesting investors focused on the risks in a sharply accelerated growth plan rather than the quarter’s free cash flow and production. The outlook calls for higher capital spending and growth, while the company’s ability to sustain that pace and maintain a net cash position depends on its stated mid-cycle WTI assumption of $70 per barrel.

CS

Carriage Services, Inc.

CSV Q3 2026

Carriage shares fell 21.6% after earnings, as investors reacted to a weaker outlook for performance: third-quarter adjusted EBITDA declined 16%, margin compressed, and management said results fell short of expectations. Weak cemetery preneed sales and a trust-related tax impact weighed on results, while the transcript provides no updated full-year outlook figures.

DK

DraftKings Inc.

DKNG Q3 2026

DraftKings fell 21.3% after earnings, with the clearest likely pressure point being the increased 2026 investment in predictions: management raised the expected spend to $650 million–$700 million while forecasting only $800 million–$1 billion in 2027 adjusted EBITDA. The outlook depends on predictions growth and future payback, despite continued growth in the core business.

ER

Erdene Resource Development Corporation

ERD.TO Q3 2026

Erdene’s shares rose 3.3% after the company reported Q3 gold production of 11,853 ounces, slightly ahead of Q2, with throughput up 6% and recoveries above target. The quarter also showed ongoing grade-control challenges, though management said mining is advancing into higher-grade zones for Q4.

ES

Eversource Energy

ES Q3 2026

Eversource’s third-quarter update was mixed, and the stock rose 2.1% after earnings. Management highlighted progress on major projects and regulatory matters, while the transcript also leaves uncertainty around a potential Revolution Wind settlement and the timing of the FERC ROE proceedings.

FI

Fair Isaac Corporation

FICO Q4 2026

FICO reported 27% fourth-quarter revenue growth, while the stock rose 0.9% after earnings—roughly flat. Scores drove most of the growth; Software revenue growth was lower for the full year, despite a sharp increase in platform revenue in Q4.

FR

FRP Holdings, Inc.

FRPH Q3 2026

FRP’s stock fell 2.6% after earnings, a roughly flat reaction. The nine-month loss per share, weaker D.C. multifamily performance and costs from industrial space awaiting lease-up weighed on results, while leasing activity and mining royalties provided offsets.

FS

Fortuna Silver Mines Inc.

FSM Q3 2026

Fortuna shares were roughly flat after earnings (+0.3%), reflecting a mixed quarter: Seguela’s production shortfall weighed on quarterly financial results, while the company maintained annual production guidance and advanced its growth projects.

FV

Fortuna Silver Mines Inc.

FVI.TO Q3 2026

Fortuna’s shares rose 1.4%, a roughly flat reaction to a quarter with lower sequential adjusted EBITDA and net income, partly due to the Seguela production shortfall. The company maintained its 2026 production guidance and advanced its growth projects, but plans to pause share buybacks as it funds construction and exploration.

GE

Genius Sports Limited

GENI Q3 2026

Genius Sports shares fell 14.8% despite Q3 revenue and adjusted EBITDA topping the company’s guidance. The transcript offers no explicit guidance cut or outlook warning; the likely source of investor disappointment is that the reported beat and cash-flow progress did not establish stronger forward growth, while management’s prediction-market opportunity remains largely prospective.

GE

The GEO Group, Inc.

GEO Q3 2026

GEO Group shares fell 8.6% after earnings, suggesting investors focused on execution and timing risk around the company’s growth outlook rather than its record quarter. Several newly announced facility activations are not expected to begin generating revenue until 2027, while the transcript provides no updated full-year guidance.

GM

Globus Medical, Inc.

GMED Q3 2026

Globus Medical fell 12.8% after earnings, as investors likely focused on near-flat total revenue, only 2% U.S. Spine growth, and delayed product launches and production issues that management said are limiting growth until 2027. Nevro’s 25.7% decline added to the drag, despite growth in enabling technologies and higher EPS.

HA

Hannon Armstrong Sustainable Infrastructure Capital, Inc.

HASI Q3 2026

HASI shares fell 2.0% after earnings, a roughly flat reaction. The quarter included substantial investment activity and reaffirmed 2028 targets, but adjusted EPS benefited from a fair-value gain at SunStrong Management, making the reported result less indicative of recurring earnings.

IO

IonQ Inc. Common Stock

IONQ Q3 2026

IonQ’s shares surged 23.4% after earnings, as record revenue and sold-out 2027 capacity for its Superion 256 systems pointed to strong commercial demand. The quarter also included a substantial contribution from SkyWater, so reported growth reflects both IonQ’s quantum business and its foundry operations.

IR

Iron Mountain Incorporated

IRM Q3 2026

Iron Mountain’s shares fell 11.2% after earnings. The transcript reports higher full-year guidance, but the likely source of investor disappointment is that it does not spell out the revised outlook or explain how the expected growth will translate into results; management’s upbeat framing and strong quarterly figures do not clarify what investors had expected.

IV

Ivanhoe Mines Ltd.

IVN.TO Q3 2026

Investors likely focused on Kamoa-Kakula’s revised 2027 outlook and the risk that current-year production will land near the bottom of guidance; the stock fell 8.0% after earnings. The transcript provides limited detail on the revised plan, while management emphasizes that the turnaround is still being developed.

LM

LeMaitre Vascular, Inc.

LMAT Q3 2026

LeMaitre shares fell 5.0% after earnings, despite 12% organic sales growth. The likely concern is the cost of growth: operating expenses rose 18%, faster than sales, while full-year guidance calls for 11% organic growth—below Q3’s pace.

LM

Limbach Holdings, Inc.

LMB Q3 2026

Limbach shares rose 16.4% after the company reported a return to organic growth in its owner-direct business and bookings of approximately $311 million, or 1.4x book-to-bill. Management said it is tracking at or near the high end of 2026 revenue and adjusted EBITDA guidance, but did not raise the ranges.

LM

Lemonade, Inc.

LMND Q3 2026

Lemonade shares fell 9.6% after earnings, suggesting investors focused on execution and profitability risk despite management reiterating its timeline. The key concern is that the company still expects an adjusted EBITDA loss in Q3 and is relying on a first positive quarter in Q4 and annual profitability in 2027; the transcript provided does not include detailed guidance or the full financial outlook.

LU

Lundin Gold Inc.

LUG.TO Q3 2026

Lundin Gold’s shares rose 7.9% after the company reported record Q3 production of about 154,000 ounces and $331 million in free cash flow. The positive reaction came alongside a clear near-term caveat: production is expected to moderate in Q4 as grades normalize and after the planned plant shutdown.

MD

MDA Space Ltd

MDA Q3 2026

MDA Space rose 8.3% after earnings, as revenue and adjusted EBITDA grew year over year and the company raised its full-year 2026 outlook for both. The key positive was the combination of reported growth and a higher outlook.

ME

MercadoLibre, Inc.

MELI Q3 2026

MercadoLibre’s shares fell 12.0% after earnings, as investors appeared to focus on sequential margin compression rather than 41% FX-neutral revenue growth. Operating margin declined 40 basis points from the prior quarter to 6.3%, pressured by higher shipping costs and increased affiliate marketing spend, with management signaling continued investment.

MI

AG Mortgage Investment Trust, Inc.

MITT Q3 2026

TPG Mortgage Investment Trust fell 2.6% after earnings. Results were pressured by book value declining from $10 to $9.27 per share, EAD of $0.21 falling short of the $0.24 dividend, and Arc Home’s contribution reverting to break-even in September.

MP

MPLX LP

MPLX Q3 2026

MPLX shares fell 2.4% after earnings, a roughly flat reaction that suggests a neutral market read. Adjusted EBITDA grew year over year, while higher operating expenses and the pending divestiture of midstream assets temper the growth story; the transcript provides no explicit earnings guidance change.

MS

Motorola Solutions, Inc.

MSI Q3 2026

Motorola Solutions’ shares rose 4.0% after earnings, as revenue and non-GAAP EPS topped the company’s guidance and management raised full-year revenue, EPS, and cash-flow expectations. Record orders and backlog support the outlook, though acquisition contributions and higher supply-chain costs are notable factors.

NA

National Australia Bank Limited

NABZY Q4 2026

NAB shares fell 5.6% after earnings, with the likely disappointment in a more challenging near-term outlook and weaker cash earnings: excluding notable items, cash earnings were flat as higher credit impairment charges offset underlying profit growth. Rising customer stress and another increase in forward-looking provisions add to the cautious picture.

NI

NICE Ltd.

NICE Q3 2026

NiCE shares fell 9.7% after earnings, as investors appeared to focus on cloud growth that management acknowledged is “not where it needs to be,” despite Q3 revenue and EPS topping the company’s guidance range. Cloud revenue grew 10.6% (12.2% excluding an atypical customer credit), with slower growth in several businesses outside CXone and AI weighing on the outlook for faster growth.

NT

Nutrien Ltd.

NTR.TO Q3 2026

Nutrien’s shares were roughly flat, up 0.5% after earnings. The quarter included record-near potash volumes and higher year-to-date operating cash flow, while retail faced lower crop nutrient volumes and higher fuel costs; the supplied transcript cuts off before the full financial results and updated guidance.

NU

Nu Skin Enterprises, Inc.

NUS Q3 2026

Nu Skin shares fell 8.9% after earnings, despite revenue and adjusted EPS landing within the company’s guidance range. The likely disappointment was continued pressure in the core business: customer and sales metrics remain under pressure, and management’s outlook for Q4 relies on anticipated sequential revenue growth rather than describing a recovery already underway.

NU

Nutex Health Inc. Common Stock

NUTX Q3 2026

Nutex shares fell 6.8% after earnings, as investors likely focused on declining year-to-date revenue and adjusted EBITDA and management’s disclosure that physician-fee collections were slightly weaker than hospital collections in Q3. Higher patient volumes and cash flow offered support, but the call did not provide a clear near-term outlook to offset those concerns.

NV

Novavax, Inc.

NVAX Q3 2026

Novavax fell 8.2% after earnings, despite raising its full-year revenue framework and improving expense guidance. The transcript points to limited near-term visibility beyond partner milestones: Sanofi’s U.S. phase III trial is targeted for 2027, while the company describes broader partnership and pipeline opportunities as still developing.

NV

Navitas Semiconductor Corporation Common Stock

NVTS Q3 2026

Navitas shares rose 9.0% after the company reported third-quarter revenue of $14 million, up 38% year over year, and said it expects continued revenue growth and margin expansion in Q4. Investors also heard that AI infrastructure is expected to exceed 40% of revenue exiting 2026, with management expecting that business to triple in 2027.

ON

Onity Group Inc.

ONIT Q3 2026

Onity shares rose 5.0% after earnings. The company reported improved results versus the prior quarter and servicing growth, while signaling that servicing—not originations—should drive earnings if interest rates remain at current levels.

OS

Oscar Health, Inc.

OSCR Q3 2026

Oscar shares fell 5.7% after earnings, suggesting investors focused on 2027 pricing and market risks despite the raised 2026 outlook. Management cited elevated medical-cost trend and higher market morbidity behind an approximately 14% weighted-average rate increase for 2027, while also pointing to competitor exits as a source of opportunity.

PR

Primoris Services Corporation

PRIM Q3 2026

Primoris shares fell 14.0% after earnings, with investors likely focused on a deeper-than-expected renewables slowdown: the company cut its 2026 renewables revenue outlook to approximately $1.7 billion from $2 billion at midyear and said about $450 million of revenue had been deferred beyond 2026. Management expects a return to profitable growth in 2027, but that outlook comes after execution challenges and weaker-than-expected project awards and starts.

PR

Pursuit Attractions and Hospitality, Inc.

PRSU Q3 2026

Pursuit shares fell 4.4% despite record third-quarter revenue and a reaffirmed 2026 EBITDA midpoint, suggesting investors focused on weather-related visitation pressure and the challenge of replacing FlyOver’s earnings contribution. The company expects core-business growth to more than offset FlyOver’s roughly $7 million of 2026 adjusted EBITDA, but says it is still early in the 2027 booking cycle.

QN

Quantinuum Inc. Class A Common Stock

QNT Q3 2026

Quantinuum shares rose 26.0% after earnings, as investors appeared to reward record logical fidelity on Helios and progress toward its 2027 and 2029 system milestones. The transcript also points to a larger cloud agreement and expanded customer engagement, though it provides limited financial detail to assess near-term commercial performance.

RD

Redwire Corporation Common Stock

RDW Q3 2026

Redwire shares fell 19.8% after earnings, with the likely concern being weak near-term revenue momentum: Q3 revenue grew just 5.4% year over year, and management said uneven milestones and deliveries shifted revenue timing. Record gross-margin expansion and backlog growth were positives, but do not offset the modest reported growth in the quarter.

RG

Royal Gold, Inc.

RGLD Q3 2026

Royal Gold’s shares rose 6.2% after earnings, alongside record quarterly sales volume and adjusted net income, higher full-year guidance for other metals, and repayment of its remaining revolver balance in October. Gold sales remain on track around the midpoint of the original guidance range, while some underlying operators reported production constraints or narrower guidance.

RY

Rayonier Inc.

RYN Q3 2026

Rayonier’s shares rose 8.6% after earnings, as adjusted EBITDA of $145 million benefited from PotlatchDeltic contributions and stronger timber and wood-products performance. The headline GAAP profit was substantially boosted by a $91 million gain tied to a land exchange; excluding pro forma items, net income was $40 million, or $0.13 per share.

SE

Serve Robotics Inc.

SERV Q3 2026

Shares surged 38.8% after Serve reported Q3 revenue of $2.8 million, up more than 300% year over year, and raised its 2026 revenue outlook to $12 million from $9 million–$10 million. Investors appear to have rewarded the better-than-expected revenue and higher guidance, alongside improving fleet economics.

SG

Sweetgreen, Inc.

SG Q3 2026

Sweetgreen shares rose 4.3% after the company reported improving sales momentum: October comparable sales were about 5%, including 4% transaction growth. That encouraging trend follows a tough quarter, though management said there is more work to do on restaurant execution.

SO

Sony Group Corporation

SONY Q2 2026

Sony’s 4.0% post-earnings gain reflects higher full-year forecasts and record second-quarter sales and operating income. The main earnings drivers were gaming and theatrical releases, while PS5 unit sales are declining as expected and a first-party game release has been delayed.

SO

SoundHound AI Inc Class A Common Stock

SOUN Q3 2026

SoundHound AI shares fell 3.5% after earnings, despite record Q3 revenue, as investors may have focused on the gap between growth and profitability: management now targets sustainable profitability in the second half of 2027, while the provided remarks do not offer a nearer-term profitability milestone. The company also highlighted that revenue from upfront deals can make results less predictable, though that contribution declined to about 10% this quarter.

SP

SiriusPoint Ltd.

SPNT Q3 2026

SiriusPoint’s shares were roughly flat after earnings, up 0.2%, as strong underwriting returns and the planned transfer of legacy runoff exposures were balanced by a cautious approach to growth in reinsurance. The company reported a 90.1% core combined ratio and 17.6% quarterly operating ROE, while its LPT transaction remains subject to regulatory approval.

SR

Surf Air Mobility Inc.

SRFM Q3 2026

Surf Air Mobility delivered results largely within its stated ranges, and the stock’s 1.5% move was roughly flat. Revenue reached a quarterly record, while the adjusted EBITDA loss remained within guidance; the transcript does not provide enough detail to assess investor expectations beyond the share-price reaction.

SU

SUI Group Holdings Limited

SUIG Q3 2026

SUI Group shares rose 6.8% after earnings, a positive market reaction to a quarter centered on ecosystem expansion and institutional adoption. The company reported approximately 109.3 million SUI tokens held, including loans and receivables, and cited staking income and lending as ways to generate returns on its treasury.

TA

Molson Coors Beverage Company

TAP Q3 2026

Molson Coors shares fell 2.1% after earnings. The company cut its 2026 guidance for net sales revenue, underlying pretax income, underlying EPS and free cash flow, citing intensified category softness in the U.S., heavier U.K. promotions and elevated U.S. freight and fuel costs.

TB

Turtle Beach Corporation

TBCH Q3 2026

Investors likely focused on the holiday demand and revenue timing risk: Turtle Beach shares fell 8.8% after earnings as Q3 holiday inventory load-in was lighter than anticipated, shifting more retailer orders into Q4. Management cited improving October orders and sell-through, but those trends had yet to resolve the uncertainty around delivery in the key holiday quarter.

TM

Toyota Motor Corporation

TM Q2 2027

Toyota’s shares rose 8.4% after it raised its full-year operating-income forecast by ¥500 billion to ¥3.9 trillion and expanded shareholder returns. The positive reaction came despite weaker China conditions and downward revisions to Toyota and Lexus sales and the electrified-vehicle ratio.

TM

TransMedics Group, Inc.

TMDX Q3 2026

TransMedics reported record third-quarter revenue of approximately $203 million, up 41% year over year, and the stock rose 27.9% after earnings. Growth was driven by Liver and Heart market-share gains and transplant services; the company said ENHANCE Part B and DENOVO have not yet contributed.

TR

TC Energy Corporation

TRP Q3 2026

TC Energy’s share price fell 1.2% after earnings, a roughly flat reaction. Management laid out a larger growth program, supported by projected demand and balance-sheet capacity, while the supplied transcript excerpt does not include enough quarterly financial or updated outlook detail to assess execution against expectations.

TX

10x Genomics, Inc.

TXG Q3 2026

10x Genomics reported third-quarter revenue of $151 million, up 1% year over year, with commercial shipments of Atera beginning. The stock rose 2.1% after earnings, a roughly flat reaction that suggests a measured response to the update.

U

Unity Software Inc.

U Q3 2026

Unity’s shares rose 14.9% after earnings, as investors responded to faster growth in strategic revenue and a sharp acceleration in Vector. Q3 strategic revenue grew 59% year over year, while Vector revenue grew 126% year over year—well above management’s 20% quarter-over-quarter growth guidance.

UU

Energy Fuels Inc

UUUU Q3 2026

Energy Fuels shares fell 7.2% after earnings. Lower grades at Pinyon Plain reduced third-quarter contained uranium output, and management said it expects improvement but provided no specific recovery timeline or production figures.

VR

Verisk Analytics, Inc.

VRSK Q3 2026

Verisk’s shares rose 6.9% after earnings, as 7.4% organic constant-currency revenue growth, stronger-than-anticipated transactional revenue, and maintained 2026 guidance supported the positive reaction. Growth returned to levels in line with the company’s medium-term targets, though softer insurance markets and lower weather-related activity are weighing on some customers.

WU

TeraWulf Inc. Common Stock

WULF Q3 2026

The stock rose 12.8% after earnings, as investors responded to progress de-risking the $19 billion Justified project: Google credit support, a definitive EPC agreement with Fluor, and a stated path to project-level debt financing. Lake Mariner’s ramp also points to growing recurring revenue, though the call’s forward milestones remain expectations rather than completed deliveries.

XR

DENTSPLY SIRONA Inc.

XRAY Q3 2026

DENTSPLY SIRONA shares fell 6.2% after the company cut its full-year adjusted EPS outlook to $1.20–$1.30 from $1.40–$1.50, citing business pressures that cost actions have not fully offset. The weaker outlook came alongside a 7% constant-currency revenue decline and lower adjusted EBITDA margin.

Z

Zillow Group, Inc.

Z Q3 2026

Zillow shares fell 10.6% after earnings, as investors likely focused on weakness in For Sale: revenue was flat year over year, with residential revenue down 4%, amid a sharply worsening housing backdrop. Rentals growth and expanding EBITDA margin offered support, but did not offset the concern around the core home-sales business.