53 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 20 and called the likely one-week price move. Calls are graded in the open.
Artiva Biotherapeutics is discontinuing development of its AlloNK cell therapy candidate and reducing its workforce by 94% as it explores strategic alternatives, indicating significant challenges and a potential reevaluation of the company's direction.
OUR ANALYSIS → VIEW 8-K →S&P Global Inc. reported a strong third quarter with 7% revenue growth and 26% growth in diluted EPS, and announced a strategic review for Capital IQ and associated data businesses, but the review's outcome is uncertain and may not have an immediate impact on the stock price. The company also executed $2.6 billion in share repurchases and expects to repurchase more than $7 billion in shares in tot
OUR ANALYSIS → VIEW 8-K →TransUnion exceeded high-end guidance for diluted earnings per share and Adjusted Diluted Earnings per Share, delivering 14% growth for Adjusted Diluted Earnings per Share, and raised quarterly dividend to $0.135 per share, with a $1 billion increase in share repurchase authorization to $2 billion total.
OUR ANALYSIS → VIEW 8-K →Freeport-McMoRan reported third-quarter earnings of $1.2 billion, or $0.81 per share, and adjusted net income of $1.3 billion, or $0.88 per share, with strong margins and cash flow generation driven by favorable pricing for copper and molybdenum. The company also announced it purchased 1.4 million shares of its common stock for $102 million during the quarter.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $5.1 million, or $0.90 per share, for the quarter ended September 30, 2026, representing a 23% increase from the same period last year, driven by organic loan growth and improved net interest margin.
OUR ANALYSIS → VIEW 8-K →The company reported its third quarter 2026 financial results, with cash and cash equivalents of $187.7 million, and provided updates on its clinical trials, including the TibuSHIELD and TibuSURE studies, which are on track to report topline results in Q4 2026 and H1 2027, respectively. However, there are no quantified surprises in the filing, such as earnings or guidance beats, or a confirmed tak
OUR ANALYSIS → VIEW 8-K →Pentair plc reported its Q3 2026 earnings with adjusted financial measures, but the filing lacks specific quantified surprises or guidance beats to assess the impact on the stock price.
OUR ANALYSIS → VIEW 8-K →AllianceBernstein reported strong quarterly results with $6.6 billion of firmwide net inflows, a 2.3% increase in adjusted net income per unit, and a 2.3% increase in cash distribution per unit, driven by institutional demand for private markets and alternatives
OUR ANALYSIS → VIEW 8-K →Norwood Financial Corp reported record net income of $11.8 million and net interest income of $28.0 million, with a net interest margin of 4.01%, driven by disciplined balance sheet management and a one-time benefit from a bankruptcy resolution. The company's strong performance was also contributed by the Presence Bank acquisition.
OUR ANALYSIS → VIEW 8-K →Boeing reported a GAAP loss per share of ($0.26) and core loss per share (non-GAAP) of ($0.34) for the third quarter, with revenues of $24.2 billion and operating cash flow of $1.5 billion, but the results were largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →AllianceBernstein reported strong quarterly results with $6.6 billion of firmwide net inflows, driven by institutional demand for private assets and alternatives, but retail outflows and active equity redemptions weighed on overall flows. Adjusted net revenues grew 2.2% and adjusted earnings per Unit rose 2.3% to $0.88.
OUR ANALYSIS → VIEW 8-K →Euronet Worldwide reported Q3 revenue of $1.161 billion, a 1% increase, and adjusted earnings per share of $3.55, a 2% decrease, with the company revising its 2026 outlook due to persistent pressures in Cross-Border Payments and broader macroeconomic pressures. The company's digital accelerators showed strong growth, with a 33% increase in revenue for the nine months ended September 30, 2026.
OUR ANALYSIS → VIEW 8-K →Millrose Properties reported record third-quarter net income and announced a new $250 million share repurchase program, but the impact is neutral as the earnings and share repurchase program are likely already priced in by the market, and there are no significant quantified surprises beyond the expected performance.
OUR ANALYSIS → VIEW 8-K →Commvault's Q2 fiscal 2027 results showed a 21% year-over-year increase in subscription revenue and a 20% year-over-year increase in subscription annualized recurring revenue (ARR), with the company also providing guidance for the third quarter and full year fiscal 2027 that suggests continued growth. The strong Q2 results and positive guidance are likely to have a positive impact on the stock pri
OUR ANALYSIS → VIEW 8-K →Watsco reported record third quarter sales and strong cash flow, with revenues increasing 7% to $2.22 billion and gross profit increasing 3% to $586 million, but earnings per share decreased 5% to $3.77 due to lower gross margin and higher SG&A expenses.
OUR ANALYSIS → VIEW 8-K →The Coca-Cola Company reported strong third-quarter results, with net revenues growing 7% to $13.4 billion and organic revenues growing 7%, driven by a 7% increase in concentrate sales and 1% growth in price/mix. The company also raised its full-year guidance, citing sustained momentum in its system.
OUR ANALYSIS → VIEW 8-K →Johnson Controls International plc reported Q4 sales increase of 10% and organic sales increase of 12%, with adjusted EPS of $1.66, beating expectations. The company also initiated FY27 guidance, indicating a positive outlook.
OUR ANALYSIS → VIEW 8-K →CenterPoint Energy reported strong Q3 2026 results, raised earnings guidance, and increased its capital plan, with non-GAAP EPS growth expected at the mid-to-high end of its 7%-9% annual range through 2030. The company's accelerated investments and growth opportunities are expected to drive savings for Texas residential and commercial customers and support system reliability and economic developme
OUR ANALYSIS → VIEW 8-K →The company has announced a merger agreement with ARCC, but the filing is largely promotional and does not contain any quantified surprises, and the outcome of the merger is subject to various uncertainties and risks.
OUR ANALYSIS → VIEW 8-K →HCA Healthcare reported Q3 revenues of $19.849 billion, a 3.6% increase, and diluted earnings per share of $7.27, a 4.5% increase, but net income declined 3.9% due to a payer mix shift driven by an increase in uninsured volume. The company now expects its full year operating results to be in the upper half of its previously issued guidance ranges.
OUR ANALYSIS → VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
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