8 US companies filed quarterly results with the SEC (8-K Item 2.02). We read every one and called the likely one-week price move. Calls are graded in the open.
Sono-Tek Corporation reported a 6% increase in first-half revenue and a 41% increase in operating income, driven by strong sales to the medical sector, with medical market sales increasing 289% to $7.05 million. The company also received three new orders totaling approximately $7.19 million, which will ship in fiscal 2028 and significantly increase revenue visibility for that year.
OUR ANALYSIS → VIEW 8-K →Range Resources Corporation expects to report a total gain on derivatives of $58.1 million and a net cash receipt of $51.9 million for the three months ended September 30, 2026, which is a positive surprise
OUR ANALYSIS → VIEW 8-K →Fastenal reported a 15.5% year-over-year increase in daily sales, driven by share gains with larger customers, pricing actions, and broad-based demand, with operating margin improving 90 basis points to 21.5%
OUR ANALYSIS → VIEW 8-K →Morgan Stanley reported strong Q3 earnings with net revenues of $20.3 billion, EPS of $3.03, and ROTCE of 22.6%, driven by strength in Equity and record revenues in Wealth Management. The results indicate continued momentum of the Integrated Firm, with operating leverage and investment in businesses.
OUR ANALYSIS → VIEW 8-K →State Street Corp reported third-quarter 2026 EPS of $3.69, with total revenue of $4.0B, up 13% year-over-year, driven by record quarterly Servicing and Management fees and FX client volumes, and announced the redemption of $500 million in senior notes due 2027
OUR ANALYSIS → VIEW 8-K →Bank of America reported 3Q26 net income of $6.9 billion and EPS of $0.91, with revenue up 3% year-over-year to $30.0 billion, driven by an 8% increase in net interest income to $16.4 billion. However, results included a $1.2 billion regulatory settlement charge, and adjusted net income was $8.1 billion, or $1.08 per share.
OUR ANALYSIS → VIEW 8-K →BlackRock reported strong Q3 results with 19% revenue growth, 25% increase in GAAP diluted EPS, and $205 billion of net inflows, driven by broad-based strength across iShares ETFs, systematic active equities, private markets, and cash. The company's AUM reached $15.5 trillion, with 10% organic base fee growth over the last twelve months.
OUR ANALYSIS → VIEW 8-K →Verastem reported preliminary Q3 revenue of $23.9-24.1 million, exceeding last year's $11.2 million, and announced the retirement of CEO Daniel Paterson, to be replaced by Michael Bailey, with no indication of covenant pressure or dilution
OUR ANALYSIS → VIEW 8-K →The material filings, RNS and EU notices in one email every market day, read and scored by AI.
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