Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
Market open · Delayed intraday data · 1:28 PM ET
Last update: Aug 14, 2026, 1:02 PM ETMarket open·24 changes confirmed today
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Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Oscar Health jumped 7.47% to $33.08 on a Wells Fargo price-target upgrade from $20 to $27, combined with sustained momentum from the company's Q2 earnings report released in August, which showed $4.88 billion in revenue and a swing to profitability with 70% year-over-year revenue growth (per web_catalyst and MarketWatch/Yahoo Finance coverage). Volume running at 1.20x normal for this time of session.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
OSCR earnings report scheduled for November 5, 2026 (date not yet confirmed); watch for any updates to analyst consensus and whether profitability gains sustain.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Summit Therapeutics (SMMT) fell 4.93% to $13.31 on August 14, 2026, driven by a combination of a wider-than-expected Q2 net loss ($0.28 per share versus $0.26 consensus), recent institutional share offloading by major holders such as Dimensional Fund Advisors, and persistent investor caution over overall survival data requirements for its lead cancer drug ivonescimab (per finance.yahoo.com). Volume elevated at 2.81x the historical average for this time of session.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
SMMT earnings scheduled for October 19, 2026 (consensus EPS estimate: –$0.28); any ivonescimab clinical trial data or regulatory feedback on overall survival endpoints.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation ×2▤ Research available →
Intraday updates2 updates
1:00 PM ETLATESTValuation✓ High confidence
SanDisk surged +4.31% to $1,594.00 following an Investor Day presentation where management guided to mid-to-high-teens compound annual revenue growth through 2030 and projected roughly 80% gross margins, according to reporting cited by Google's AI Overview (stockanalysis.com, 247wallst.com). Volume reached 9.66M shares, 3.79x the time-adjusted average, reflecting elevated institutional interest in the long-term guidance and AI-focused flash memory roadmap.
10:00 AM ETValuation✓ High confidence
SanDisk Corporation rallied +7.78% to $1,646.93 following its 2026 Investor Day, where management unveiled a multiyear financial model projecting ~80% gross margins through 2030 and forecasting the AI-driven NAND memory market will reach $500 billion by 2027 (Investing.com). The company also highlighted multiyear customer agreements and tight supply constraints as structural supports for profitability, easing prior cyclicality concerns. Analyst upgrades—including Evercore ISI's Outperform rating with a $2,800 price target and Argus Research's move to Buy—reinforced positive sentiment.
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Changes History →Related research: SanDisk (SNDK) Stock Jumps After 2026 Investor Day: The 80% Gross-Margin Model Behind the Rally →
What's next
What to watch
SNDK earnings on 2026-11-05 (consensus EPS estimate $42.54); monitor analyst price-target updates from Goldman Sachs and Evercore ISI; track AI data center capex trends for Q3/Q4 2026.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: SM Energy rose 3.90% to $33.69, driven by positive momentum from strong Q2 results with significant revenue and earnings growth, raised production guidance, successful debt reduction, and continued analyst support (consensus "Moderate Buy" rating per web search). Volume of 2.06M shares was normal at 1.07x the time-adjusted average.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
SM Energy earnings scheduled for November 2, 2026 (consensus EPS estimate $1.67); monitor for updates on debt reduction progress and production guidance sustainability.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: NOV Inc. rallied +2.79% to $21.21, driven by positive momentum in the energy equipment and services sector alongside strong recent second-quarter results, improved margin expectations, and solid order backlogs supporting revenue visibility across deepwater and international drilling projects (finance.yahoo.com). Trading volume of 642,840 shares ran below average for the session time.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
NOV earnings release scheduled for 2026-10-26 (consensus EPS estimate: $0.24); monitor energy sector trends and deepwater project announcements for follow-on catalysts.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Loar Holdings reported Q2 2026 earnings on August 6 with a 39% sales increase to $171.6M, beating revenue forecasts by over 26%, and raised full-year adjusted EPS guidance to $1.32–$1.36 (vs. prior outlook). Following the beat and guidance raise, RBC Capital Markets and other analysts raised price targets, with RBC moving to $85. LOAR is up 4.55% to $77.36 on moderate volume (0.76x average).
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
Loar Holdings earnings scheduled for November 11, 2026 (date not yet confirmed); consensus EPS estimate $0.33 for the next reporting period.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Coeur Mining rose 2.95% to $19.00, driven by record second-quarter revenue of $1.1 billion, robust free cash flow, and newly announced capital return programs including a $750 million share repurchase authorization and the company's first dividend in 30 years, per Yahoo Finance. The gain reflects both strong fundamentals and a broader rally in precious metals equities amid safe-haven demand for silver and gold.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
Coeur Mining earnings scheduled for November 4, 2026 (consensus EPS estimate $0.24); monitor spot silver and gold prices for sustained safe-haven demand and any updates to production guidance.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Construction Partners announced its Q3 FY2026 earnings release schedule (via ir.constructionpartners.net), building on positive momentum from a recent quarterly beat with revenue and earnings above consensus and raised full-year guidance. The stock rose 3.25% to $122.45, though volume remains below average at 0.32x expected for this point in the session, suggesting measured rather than broad-based accumulation.
Detected Aug 14, 1:00 PM ET
Source: ir.constructionpartners.net ↗
Changes History →What's next
What to watch
ROAD's Q3 FY2026 earnings release (currently scheduled for November 19, 2026, pending confirmation); consensus EPS estimate is $1.43. Watch for updates on backlog trends, regional market activity, and data center project wins in the earnings call.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Baker Hughes won a multi-year contract with Kuwait Oil Company for the Ahmadi Innovation Valley Project, deploying digital and AI-driven upstream technology and establishing a local R&D center (investors.bakerhughes.com). The stock rose 2.24% to $64.86, building on recent momentum from industrial gas turbine orders linked to AI data center power demand and strong Q2 earnings.
Detected Aug 14, 1:00 PM ET
Source: investors.bakerhughes.com ↗
Changes History →What's next
What to watch
Q2 earnings follow-through and confirmation of the contract's scale; next earnings release scheduled for 2026-10-22 (consensus EPS estimate $0.60).
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: Albemarle is rallying +4.81% to $136.75 on continued positive digestion of its Q2 2026 earnings beat, where adjusted EPS of $3.75 and revenue of $1.74 billion exceeded consensus, driven by rebounding lithium prices and a 155% jump in adjusted EBITDA (per MarketWatch and Yahoo Finance). Volume of 753k shares is tracking at 1.04x expected for this point in the session—normal activity accompanying the earnings-led momentum.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
Q3 2026 guidance and volume expectations; next earnings announcement scheduled for 2026-11-04 with consensus EPS estimate of $3.33.
Market open - Last update: Aug 14, 2026, 1:00 PM ET
📊Valuation
What changed: SLB gained 3.17% to $53.71, driven by positive momentum from a recent Q2 earnings beat and strong international/offshore drilling demand, according to web sources cited by Google's AI Overview (marketwatch.com, finance.yahoo.com). Analyst price target raises and expanding high-margin AI data center infrastructure partnerships are also supporting buying interest. Volume was below average at 0.57x expected for this time of day.
Detected Aug 14, 1:00 PM ET
Changes History →What's next
What to watch
Q3 earnings scheduled for 2026-10-16 (consensus EPS estimate $0.62); monitor for updates on AI data center partnership revenue contribution and international drilling activity trends.
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.
AI InfrastructureAugust 14, 2026 · 10 min read
Legence (LGN) Stock: Why a Record Q2 Sold Off — Then Rebounded — on Margins and an Impairment
Legence reported a record Q2 FY2026 before the open on August 13 — revenue up 111% to $1.26 billion, adjusted EBITDA up 114%, a record $5.67 billion backlog that is ~60% data-center, and raised full-year guidance — yet the stock fell about 7.9% that day before rebounding ~6% on August 14. The selloff was about a real gross-margin slip (17.4% from 21.5%), a $41.1 million impairment in its sustainability-services unit, and a premium multiple (~14x FY26 EBITDA) after a hot run-up; the bounce reflected a mostly non-cash loss, solid cash generation, low ~1.6x leverage, and a 26%-above-consensus EBITDA beat. Peers were roughly flat, confirming the move was company-specific.
LGNRead →
SemiconductorsAugust 14, 2026 · 12 min read
SanDisk (SNDK) Stock Jumps After 2026 Investor Day: The 80% Gross-Margin Model Behind the Rally
SanDisk closed up 13.67% on August 13 after its 2026 Investor Day unveiled a 2028–2030 model targeting ~80% non-GAAP gross margin, ~75% operating margin and a contracted book of ~$91.1 billion in remaining performance obligations. It led a memory-wide rally and extended the next day on fresh sell-side support, led by J.P. Morgan. At ~7.6x forward earnings the stock looks cheap — but that multiple rests on an FY2027 consensus EPS near $213, so the cheapness is a bet the model survives a historically brutal NAND cycle, which is why analyst targets range from $1,000 to $3,600.
SNDKRead →
Consumer & RetailAugust 13, 2026 · 16 min read
Tapestry (TPR) Stock Drops 16% as FY2027 Growth Outlook Triggers a Derating
Tapestry closed down 16.5% at $128.39 after fiscal 2026 results — despite beating on the quarter, guiding fiscal 2027 EPS in line with consensus and raising its dividend 16%. The revenue guidance midpoint was only 0.1–0.2% light. Because the forward earnings estimate barely moved, the decline was a reset in the multiple rather than a cut to next year's earnings: revenue growth slows from +14% to about +5.8% comparable and adjusted EPS growth from +38% to about +11.3%, while Kate Spade is guided to a second straight high-single-digit decline and a continued operating loss — leaving Coach, guided to high-single-digit growth after a 23% year, to supply more than all of the company's net growth.
TPRRead →
AI InfrastructureAugust 13, 2026 · 10 min read
Cerebras (CBRS) Stock Slides After Q2: GAAP Revenue Misses as Core Revenue Beats
Cerebras Systems fell about 12% intraday to ~$231 after Q2 results. The GAAP headline — a $450.5 million net loss and a $2.98 loss per share — is roughly 84% stock-based compensation, and on core metrics the company beat with revenue up 103% and a raised full-year guide. It sold off anyway: the stock had run up 11.6% into the print, GAAP revenue missed with hardware revenue down 23% year over year, and concentration and a ~53-55x valuation went unresolved while a selected set of AI-hardware peers rallied.
CBRSRead →
EnergyAugust 12, 2026 · 11 min read
Fervo Energy (FRVO) Stock Drops 16.6% as 2027 Revenue Outlook Flags Curtailment Risk
Fervo Energy closed down 16.6% at $20.16 after its first full quarter as a public company. The headline was a 415% EPS surprise, but on $113,000 of revenue that percentage is uninformative — what repriced the stock was Fervo's first 2027 revenue outlook of $60-80 million (explicitly not formal guidance) and the transmission-curtailment risk attached to it, set against $850-900 million of second-half capex. The stock round-tripped from +8.4% intraday to a 16.6% loss while Bloom Energy rose 12% and Ormat barely moved.
FRVORead →
AI InfrastructureAugust 12, 2026 · 12 min read
CoreWeave (CRWV) Stock Jumps 18% After Q2 Margin Recovery, $104B Backlog
CoreWeave jumped about 18% to ~$107 after second-quarter revenue rose 112% to $2.58 billion with a $104 billion committed-contract backlog. The revenue beat was under 1%, so the weight fell on the margin trajectory: adjusted operating margin recovered to 5% from the 1% Q1 trough, though the slide began earlier — it ran 16% in Q2 2025 and 6% by Q4 2025. The counterweight is the balance sheet: $9.4B of capex in the quarter against $35-39B guided for 2026, $35.07B of debt plus $16.54B of leases, and $640M of quarterly interest against $128M of adjusted operating income.
CRWVRead →