Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
Source: earnings_events
Changes History →Market open · Delayed intraday data · 11:08 AM ET
Last update: Nov 5, 2026, 11:02 AM ETMarket open·100 changes confirmed today
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Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Arrow Electronics, Inc. (ARW) reported EPS of $6.22 vs. consensus estimate of $5.06 for Q3 FY2026, beating consensus by 22.9%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor for management commentary on demand trends, inventory levels, and margin sustainability in the technology distribution market during the earnings call.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Unity Software Inc. (U) reported EPS of $0.44 vs. $0.03 consensus estimate for Q3 FY2026, beating by 1,382%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor Q4 FY2026 earnings guidance and whether management attributes the beat to one-time items or sustained operational improvements.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
⚠️Material / Earnings✓High confidence
What changed: Sphere Entertainment Co. (SPHR) reported EPS of −$4.84 vs. −$1.66 consensus estimate, missing by 191.6% for the period announced 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
Monitor for management guidance or 8-K filings clarifying whether the miss reflects temporary headwinds or structural challenges at the Las Vegas venues.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Lantheus Holdings, Inc. (LNTH) reported EPS of $1.68 vs. $1.23 consensus estimate, beating by 36.6% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
LNTH earnings announcement on 2027-02-25 to see if the company can sustain this level of outperformance.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Celsius Holdings, Inc. (CELH) reported EPS of $0.41 vs. consensus estimate of $0.34, beating by 20.7% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
CELH earnings scheduled for 2026-02-25 (date not yet confirmed) with consensus EPS estimate of $0.30.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Oscar Health, Inc. (OSCR) reported EPS of $0.49 vs. a consensus estimate of -$0.14, beating estimates by 440.7% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
Monitor OSCR's full earnings commentary for details on membership growth, medical loss ratios, and guidance for 2027.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Core Scientific, Inc. (CORZ) reported EPS of $0.47 vs. consensus estimate of $−0.07, beating estimates by 771.6% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
Upcoming earnings scheduled for 2026-11-11 with consensus EPS estimate of $−0.03.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: BeOne Medicines AG (ONC) reported EPS of $4.59 vs. $1.90 consensus estimate for Q3 FY2026, beating by 141.6%.
Source: earnings_events
Changes History →What's next
What to watch
BeOne Medicines AG earnings announcement scheduled for 2027-02-25.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Tapestry, Inc. (TPR) reported EPS of $1.82 vs. consensus estimate of $1.56, beating by 16.7% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
Next earnings announcement scheduled for 2027-02-04 with consensus EPS estimate of $3.02.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
⚠️Material / Earnings✓High confidence
What changed: Lincoln National Corporation (LNC) reported EPS of $1.72 vs. consensus estimate of $1.96, missing by 12.2% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
LNC's next earnings report scheduled for 2027-02-11 will be critical to assess whether the company can recover toward consensus expectations.
Market open - Last update: Nov 5, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Zoetis Inc. (ZTS) reported EPS of $1.75 vs. consensus estimate of $1.51, beating by 15.9% on 2026-11-05.
Source: earnings_events
Changes History →What's next
What to watch
Monitor for any forward guidance updates or management commentary on demand trends in companion animal and livestock segments.
Latest research
View all research →In-depth equity research from the BestStocks desk — earnings breakdowns, valuation deep dives, and sector analysis behind the changes we detect.
Stock AnalysisOctober 30, 2026 · 12 min read
Reddit (RDDT) Crashes ~30% After a Q3 Beat on a Google AI Search-Traffic Warning
Reddit crashed about 30% to roughly $90.79 on October 30 — a striking reaction, because the quarter itself was strong: revenue of $895 million rose 53% year over year, a clear beat, with net income of $283 million, diluted EPS of $1.40 and adjusted EBITDA of $402 million. The stock cratered on what management said about the future. On the earnings call, CEO Steve Huffman warned that search referrals fell more than a million per week on average in October as Google answers more queries with AI, and that daily active users (around 130 million) could fall a low-double-digit percentage in the fourth quarter if the trend held. Investors also fixed on a 2% year-over-year decline in US daily actives — Reddit's most valuable market, where revenue per user is more than five times the international level — and on fourth-quarter revenue guidance of $1.00–$1.03 billion that came in below expectations; Citizens downgraded the stock before the open. The one bullish counterweight was monetization: revenue per user still jumped 36% globally. The move was company-specific — Reddit's roughly 30% drop was about four times the moves of social peers Snap and Pinterest (each down ~7%), on a day the broad market fell about 2%. After the crash Reddit trades at roughly 14 times forward earnings with about $3 billion of net cash — not expensive for 50%-plus growth, if the growth is durable. The whole debate is whether rising revenue per user can keep outrunning a top of the funnel that AI search is draining.
RDDTRead →
Stock AnalysisOctober 20, 2026 · 10 min read
General Motors (GM) Falls ~8% Despite a Q3 Beat and a $20B Buyback
General Motors fell about 8% to roughly $75.77 on October 20 — a striking reaction, because GM beat on third-quarter earnings, raised its full-year profit outlook and announced a $20 billion buyback. Adjusted earnings of $3.70 a share topped estimates on revenue of about $50 billion, and GM lifted the midpoint of its full-year adjusted-EPS guidance to about $13.25 (from $13.00) and raised its free-cash-flow outlook. The stock fell anyway on what the guidance implied, not the quarter. The full-year outlook implies a softer fourth quarter — only about $2.7 billion of operating profit versus $4.1 billion in the third, as a Silverado/Sierra redesign temporarily cuts truck deliveries by roughly 35,000 units — the raised $13.25 EPS midpoint still landed just below the roughly $13.41 the Street expected, and management flagged about $2 billion of 2026 cost inflation plus a conditional scenario of more in 2027. Two things that look like culprits mostly were not: the 62% drop in EV sales was already known and reflects a distorted 2025 comparison, and tariff costs are now expected near the low end of an existing range. Crucially, GM did not cut its 2027 outlook — it still expects next year to improve if conditions hold. The move was clearly company-specific — Ford fell only about 1%, Stellantis was flat and the S&P 500 rose — so this was a repricing of GM's forward earnings, not an auto-sector sell-off. The valuation captures the tension: GM trades at barely five to six times the forward earnings it guides to, extraordinarily cheap, because the market prices automakers for the downturn, not the peak. A $20 billion buyback into that multiple is powerfully accretive if earnings hold — but whether they hold in 2027 is exactly the question. Analysts keep a Buy consensus and an average target near $104.
GMRead →
Stock AnalysisOctober 19, 2026 · 10 min read
Summit Therapeutics (SMMT) Jumps ~6% on a New Ivonescimab Kidney-Cancer Trial
Summit Therapeutics rose about 6% to roughly $15.57 on October 19 after announcing it had opened a global Phase II trial of ivonescimab — its closely watched lead drug — in previously untreated advanced clear cell kidney cancer, with partner Akeso. The key nuance: this is the opening of a mid-stage study, not a data readout, so it is an incremental catalyst that expands the story rather than one that proves it. Summit is effectively a one-drug company: ivonescimab is a PD-1/VEGF bispecific antibody, licensed from China's Akeso, that outperformed Merck's Keytruda in a Chinese lung-cancer trial — nearly doubling progression-free survival and, in updated data, delivering a significant overall-survival benefit (30.8 vs 22.6 months) — though the global trial behind its U.S. filing has yet to formally confirm that survival benefit in Western patients. With no product revenue and a market value above $12 billion, essentially all of Summit's worth is the market's bet on that drug, so a new indication is a fresh call option on the thesis. Two bigger items frame it: AstraZeneca agreed in late September to invest about $2 billion in Summit equity (a ~12% stake), transforming the balance sheet and removing the financing overhang, and the FDA has a November 14, 2026 decision date on ivonescimab in EGFR-mutated lung cancer — a near-term, binary catalyst that matters far more than a trial start. Monday's move was partly company-specific and partly a tailwind: biotech broadly rallied, with the sector ETF up about 2.5%, but Summit outperformed. The risks are a binary valuation on one molecule, an unconfirmed Western survival benefit, and a stock down roughly 47% from its high. Analysts carry a Buy consensus and an average target near $30, inside a wide range from about $12 to the mid-$40s.
SMMTRead →
Stock AnalysisOctober 16, 2026 · 9 min read
Alcoa (AA) Jumps ~7% as a Strong Q3 Meets a Tight Aluminum Market
Alcoa rose about 7% to roughly $43.20 on October 16, in the first full session after reporting third-quarter results after the close on October 15. Two forces drove it. First, a genuine earnings beat: adjusted earnings of about $1.82 a share topped the roughly $1.54 expected, with net income of $483 million and free cash flow of $472 million, powered by record production, the completed Alumar smelter restart, and higher alumina prices that offset lower aluminum prices and higher carbon costs — though revenue of about $3.7 billion slightly missed and adjusted EBITDA fell sequentially. Second, and just as important, a broad bid for aluminum stocks on a tightening-supply narrative: peers Century Aluminum (+4.5%) and Kaiser Aluminum (+2.4%) and the materials sector (+1.5%) all rose while the market was flat, so Alcoa led a group move rather than rallying alone — a point underscored by Barclays' Overweight initiation two days earlier citing constrained supply through 2026. Alcoa is a cheap, high-beta cyclical, trading around 7 times earnings and still about 49% below its intra-year high, with earnings that swing on volatile metal prices and a tariff overhang. Analysts carry a Buy consensus and an average target near $60, so the debate is less about execution — which was strong — than about where aluminum prices and trade policy go next.
AARead →
Stock AnalysisOctober 13, 2026 · 10 min read
Johnson & Johnson (JNJ) Falls ~6% Despite a Q3 Beat-and-Raise
Johnson & Johnson fell about 6% to roughly $247.63 on October 13 after third-quarter results — an unusually large move for a defensive Dow stalwart with a beta near 0.21. The strange part: at the headline it was a beat-and-raise. Adjusted earnings of $2.59 topped estimates and the company raised full-year guidance, lifting adjusted EPS to about $11.10 at the midpoint and putting sales on track to cross $100 billion for the first time. The stock fell anyway, and the main reason was the device business: MedTech sales of about $8.6 billion grew just 2.5% and missed Wall Street's estimate for a second straight quarter, against a strong 7.9% for the Innovative Medicine drug division. On top of that, the guidance raise was modest, the adjusted 'beat' was still down about 7.5% from a year earlier, and the stock had run up about 30% over the past year, leaving it priced for good news. A separate, largely accounting story grabbed headlines: reported GAAP net income collapsed to about $210 million (EPS of $0.09) on roughly $7.6 billion of special charges, about $5.5 billion of it a talc-litigation provision — but that settlement had been announced back in July, so the quarter merely booked the charge rather than breaking news. Pharma peers and the market barely moved, confirming a company-specific drop. The trailing P/E near 30 looks alarming but is distorted by the charges; on adjusted earnings the stock trades closer to 22 times forward. Analysts keep a Buy consensus with an average target near $280, above the price.
JNJRead →
Stock AnalysisOctober 12, 2026 · 10 min read
IonQ (IONQ) Falls ~9% on a $1.3B All-Stock Cybersecurity Acquisition
IonQ fell about 9% to roughly $36 on October 12 on a day it announced a definitive agreement to acquire Elisity, a zero-trust cybersecurity company, in an all-stock deal worth up to $1.3 billion. The counterintuitive part is the point: a stock dropping on its own acquisition. The all-stock structure is why — IonQ's share count is already up about 50% over the past year as it funds an acquisition-and-fundraising spree largely with stock, and Elisity is its third billion-dollar-scale deal in roughly 16 months, after the mostly-stock Oxford Ionics purchase and the cash-and-stock SkyWater acquisition. The strategic logic is forward-looking (pairing post-quantum cryptography with Elisity's zero-trust platform to sell 'quantum-era' security), but the market read the news as more dilution and more strategic sprawl from a pre-profit company valued near $14 billion on just $246 million of revenue — about 58 times sales, with an operating margin near negative 380%. A sign of company-specific pressure: IonQ fell about 9% while quantum peers Rigetti and D-Wave fell closer to 5.5% and the Nasdaq-100 slipped under 1% — more than the sector alone would explain. Wall Street stays overwhelmingly bullish on the long-term quantum roadmap — a Strong Buy consensus with an average target far above the price — which is exactly why a story stock like this swings so violently on news.
IONQRead →