✓Nov 4 session - Last update: Nov 4, 2026, 4:45 PM ET
🛡Material / Earnings✓High confidence
Source: daily_prices:fmp_change_percent
Changes History →Pre-market · Regular session opens 9:30 AM ET
Last update: Nov 4, 2026, 6:23 PM ETMarket closed·102 changes confirmed today
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✓Nov 4 session - Last update: Nov 4, 2026, 4:45 PM ET
⚡Material / Earnings✓High confidence
What changed: Skyworks Solutions, Inc. (SWKS) moved +13.15% from $73.28 to $82.92 on 2026-11-04, the day after reporting Q4 FY2026 results. The company beat consensus on earnings per share—reporting $1.28 vs. an estimate of $1.27 (+0.79% surprise)—but guided Q1 sales below analyst expectations, citing weak smartphone market demand. Volume was elevated at 2.2x the 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Skyworks' next earnings announcement is scheduled for 2027-02-02, with current consensus EPS estimate at $1.30.
✓Nov 4 session - Last update: Nov 4, 2026, 4:45 PM ET
🛡Material / Earnings✓High confidence
What changed: AAON, Inc. (AAON) moved -13.84% from $67.61 to $58.25 on 2026-11-04, reaching a new 30-day low on volume 4.0x the 5-day average. We checked news, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Earnings are scheduled for 2026-11-05 with consensus EPS estimate of $0.57.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
AAON earnings announcement on 2026-11-05 and actual EPS result versus the $0.57 consensus estimate.
✓Nov 4 session - Last update: Nov 4, 2026, 4:45 PM ET
🛡Material / Earnings✓High confidence
What changed: Karman Holdings Inc. (KRMN) moved -11.82% from $38.75 to $34.17 on November 4, 2026, driven by KeyCorp slashing its price target from $100 to $65 (maintaining Overweight) and institutional selling pressure ahead of Q3 earnings scheduled for November 5. Volume surged to 2.9x the 5-day average, and the decline reflects broader multi-month de-rating concerns tied to valuation multiples and debt levels.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Karman Space & Defense earnings and guidance on November 5, 2026—Q3 EPS consensus is $0.15.
✓Nov 4 session - Last update: Nov 4, 2026, 4:44 PM ET
🛡Material / Earnings✓High confidence
What changed: Argan, Inc. (AGX) moved -12.06% from $330.52 to $290.66 on 2026-11-04, closing at a new 30-day low on elevated volume (2.2x the 5-day average). The decline reflects investor concerns over a shrinking project backlog (dipped from $2.9 billion toward $2.5 billion) with uncertain timing on major power and infrastructure awards, compressed margins in the industrial segment due to cost overruns on non-data-center projects, and broader sector rotation pressures following a substantial run-up earlier in the year.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
AGX is scheduled to report Q3 earnings on 2026-12-03 with a consensus EPS estimate of $3.17 — the earnings call will be critical to clarify backlog recovery expectations and industrial segment margin recovery.
✓Nov 4 session - Last update: Nov 4, 2026, 4:43 PM ET
🛡Material / Earnings✓High confidence
What changed: Kodiak Gas Services, Inc. (KGS) moved -11.06% from $46.39 to $41.26 on November 4, 2026, as Bank of America and Royal Bank of Canada recently cut their price targets on the stock ahead of Q3 earnings scheduled for November 9. The decline occurred on elevated volume (2.5x the 5-day average) amid investor concerns about execution timelines for microgrid and data-center power infrastructure expansion, following a prior quarter where earnings missed consensus.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Q3 2026 earnings release on November 9, 2026, for actual EPS versus the $0.62 consensus estimate and management guidance on project execution timelines.
✓Nov 4 session - Last update: Nov 4, 2026, 4:39 PM ET
🛡Material / Earnings✓High confidence
What changed: Sterling Infrastructure, Inc. (STRL) moved −16.54% from $339.86 to $283.66 on November 4, 2026, reaching a new 30-day low on volume 2.5× the 5-day average. No company-specific news catalyst was identified on or immediately before the move date. Recent positive developments — Q3 2026 revenue of $1.56B (up 127% YoY) and raised guidance driven by data center and semiconductor demand — preceded the decline.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
STRL management presentation at Baird Global Industrial Conference on November 11, 2026, and earnings scheduled for February 24, 2027 (consensus EPS $4.76).
✓Nov 4 session - Last update: Nov 4, 2026, 4:39 PM ET
🛡Material / Earnings✓High confidence
What changed: Texas Pacific Land Corporation (TPL) moved -11.51% from $325.05 to $287.65 on November 4, 2026, driven by pre-earnings caution ahead of its Q3 results announcement. The decline occurred despite TPL reporting Q3 earnings of $2.42 per share after market close, which beat the consensus estimate of $2.33 by 3.86%. Volume was 2.9x the 5-day average, and the stock reached a new 30-day low.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Monitor TPL's November 4 after-hours conference call and any guidance updates, along with how the stock responds to the $2.42 beat in the following trading session.
✓Nov 4 session - Last update: Nov 4, 2026, 10:08 AM ET
⚠️Material / Earnings✓High confidence
What changed: Owens Corning (OC) reported EPS of $2.44 vs. consensus estimate of $3.07, missing by 20.5% on 2026-11-04.
Source: earnings_events
Changes History →What's next
What to watch
OC earnings report scheduled for 2027-02-24; consensus EPS estimate is $1.48.
✓Nov 4 session - Last update: Nov 4, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Bruker Corporation (BRKR) reported EPS of $0.56 vs. consensus estimate of $0.42, beating by 33.6% on 2026-11-04.
Source: earnings_events
Changes History →What's next
What to watch
Monitor the next earnings report and any management guidance updates for confirmation of sustained profitability trends.
✓Nov 4 session - Last update: Nov 4, 2026, 10:08 AM ET
⚠️Material / Earnings✓High confidence
What changed: Hut 8 Corp. (HUT) reported Q3 FY2026 EPS of –$1.23 versus a consensus estimate of –$0.72, missing expectations by 70.5%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor Hut 8's Q4 FY2026 earnings guidance and any updates on operational efficiency or cost management initiatives.
✓Nov 4 session - Last update: Nov 4, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Stanley Black & Decker, Inc. (SWK) reported EPS of $2.31 vs. consensus estimate of $1.55, beating by 49.0% on November 4, 2026.
Source: earnings_events
Changes History →What's next
What to watch
SWK earnings scheduled for February 3, 2027, with consensus EPS estimate of $1.69.
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 →