Source: daily_prices:fmp_change_percent
Changes History →Track the stock moves that actually matter.
BestStocks detects meaningful changes across price, volume, earnings, filings, valuation, analyst revisions, and risk signals — and shows you the evidence behind each one.
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What changed: CoreWeave, Inc. Class A Common Stock (CRWV) moved +13.45% from $61.43 to $69.69 on 2026-10-15 after NVIDIA CEO Jensen Huang publicly stated at an event in Stockholm that "CoreWeave's strength is improving every day" and expressed optimism about the company's decreasing cost of capital. The rally reversed an earlier selloff driven by concerns over CoreWeave's ~$50 billion debt load and rising bond yields.
Source: daily_prices:fmp_change_percent
Changes History →CoreWeave earnings are scheduled for 2026-11-09 with consensus EPS estimate of −$1.19; monitor whether the company addresses debt reduction or cash-flow inflection in guidance.
What changed: Karman Holdings Inc. (KRMN) moved +13.15% from $29.96 to $33.90 on 2026-10-15. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was 1.9x the 5-day average, modestly elevated.
Source: daily_prices:fmp_change_percent
Changes History →KRMN earnings announcement on 2026-11-05 (date not yet confirmed).
What changed: Rigetti Computing, Inc. (RGTI) moved +12.45% from $11.23 to $12.63 on October 15, 2026, as part of a broader quantum computing sector rebound. The rally followed recent selling pressure and dilution concerns that had weighed on pure-play quantum stocks including IonQ and D-Wave Quantum. Volume was 1.6x the 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →RGTI earnings report scheduled for November 9, 2026; monitor whether the sector relief bounce holds or reverses ahead of results.
What changed: Fermi Inc. (FRMI) moved +10.23% from $3.08 to $3.40 on October 15, 2026, following news that Fermi signed a credit support agreement with Advanced Micro Devices (AMD) to finance Phase 1 of its Project Matador energy and AI infrastructure campus in Carson County, Texas. The deal backs a 222-megawatt gross power capacity lease with TensorWave and includes a framework for expansion up to 650 MW. Texas Capital Securities reiterated a Buy rating and $20.00 price target on the company following the announcement.
Source: daily_prices:fmp_change_percent
Changes History →Fermi will report Q3 2026 financial results on November 12, 2026; investors will monitor construction progress and financing updates for Phase 1 expansion.
What changed: IonQ, Inc. (IONQ) moved +12.46% from $30.55 to $34.35 on October 15, 2026, following the announcement that IonQ and the University of Cambridge opened a quantum innovation center at Cavendish Laboratory's Ray Dolby Centre.
Source: daily_prices:fmp_change_percent
Changes History →IonQ earnings are scheduled for November 4, 2026, with a consensus EPS estimate of −$0.34.
What changed: Alcoa Corporation (AA) reported EPS of $1.82 vs. consensus estimate of $1.51, beating by 20.5%.
Source: earnings_events
Changes History →AA has an upcoming earnings announcement scheduled for 2026-10-21 with a consensus EPS estimate of $1.56.
What changed: Prologis, Inc. (PLD) reported EPS of $1.60 vs. consensus estimate of $0.78, beating by 105.9% on 2026-10-15.
Source: earnings_events
Changes History →Prologis's next earnings announcement scheduled for 2026-10-21 will clarify whether the beat reflects sustainable operational improvements or one-time gains.
What changed: PACS Group, Inc. (PACS) moved +5.64% from $45.20 to $47.75 on 2026-10-15, reaching a new 30-day high on volume 2.9x the 5-day average. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was identified. The move coincided with analyst coverage showing an average 'Moderate Buy' rating across seven analysts (five buy, two hold).
Source: daily_prices:fmp_change_percent
Changes History →Monitor PACS earnings announcement on 2026-11-09 for any material divergence from the $0.58 consensus estimate.
What changed: Elastic N.V. (ESTC) moved +6.86% from $91.00 to $97.24 on October 15, 2026, driven by Monness Crespi & Hardt's recent upgrade to Buy with a $120 price target and investor focus on the company's Annual General Meeting of Shareholders held the same day in Amsterdam. Volume was 2.6x the 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →ESTC earnings scheduled for November 19, 2026 (consensus EPS estimate $0.81).
What changed: Etsy, Inc. (ETSY) moved +5.58% from $84.47 to $89.18 on October 15, 2026, after receiving back-to-back analyst upgrades. Oppenheimer upgraded ETSY to Outperform with a $90 price target citing AI search upgrades and product improvements, while BTIG upgraded the stock to Buy from Neutral with a matching $90 target. The rally was also fueled by anticipation of Q3 2026 earnings scheduled for October 28 and sector-wide e-commerce strength, with volume reaching 2.1x the 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →Etsy reports Q3 2026 earnings on October 28, 2026, before market open — key watch points include whether AI-driven search improvements translate to user engagement and whether management guidance supports the analyst price targets.
What changed: Zillow Group, Inc. Class C (Z) moved +8.52% from $28.99 to $31.46 on 2026-10-15 after the company reported its Observed Renter Demand Index showing 19.2% year-over-year rental demand growth amid elevated mortgage costs. Volume was 2.4x the 5-day average, indicating elevated institutional participation.
Source: daily_prices:fmp_change_percent
Changes History →Earnings announcement on 2026-10-29 (consensus EPS estimate $0.58) — monitor for guidance on rental platform monetization and any update to demand trajectory.
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View all research →In-depth equity research from the BestStocks desk — earnings breakdowns, valuation deep dives, and sector analysis behind the changes we detect.

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.

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.

Manhattan Associates (MANH) Jumps ~6% on a Morgan Stanley Upgrade to Overweight
Manhattan Associates jumped about 5.5% to roughly $216 on October 12 — after running as high as about $221 — on a Morgan Stanley upgrade to Overweight from Equalweight and a price-target raise to $250 from $180. The move bucked a down software tape: supply-chain peers were flat and the software sector fell, marking this as an idiosyncratic, catalyst-driven move. Analyst Chris Quintero leaned on three points — accelerating cloud subscription bookings under CEO Eric Clark, a narrative shift from Manhattan being seen as AI-vulnerable to an AI beneficiary via its agentic-AI suite, and a more attractive valuation — while citing only about 1–2% upside to consensus revenue, a tell that this is a re-rating of sentiment as much as of the numbers. The business is a genuinely profitable, cash-generative franchise (56% gross margins, ~25% operating margins, a net-cash balance sheet, ~$400M of free cash flow, cloud revenue up in the mid-20s percent), but it is not cheap: near a 52-week high at ~62x trailing and ~37x forward earnings after a ~70% six-month run, the upgrade pushed it to within a few percent of the ~$228 average analyst target. The next hard test is third-quarter earnings on October 27.

Chipotle (CMG) Surges ~6% on a Report Starbucks Explored a Takeover
Chipotle jumped about 6% to roughly $32.54 on October 8 — after running as high as about $33.40 — on a Financial Times report that Starbucks has explored a potential takeover of the burrito chain. The key word is explored: the report describes preliminary, exploratory interest, not a formal offer, and neither company confirmed a deal, so this is a stock moving on takeover speculation that could reverse if the idea goes no further. The speculation still landed hard — volume ran about three times normal — because a Starbucks–Chipotle combination would be enormous (nearly $50 billion in combined sales, potentially the largest restaurant deal ever if completed) and would reunite Starbucks CEO Brian Niccol with the chain he ran from 2018 to 2024. It resonated partly because Chipotle had become cheap for Chipotle: down about 19% over the past year and trading below the ~$44 average analyst target even after the pop, a high-quality, cash-generative brand at a discount is exactly the profile that draws suitors. But skepticism is warranted: Starbucks fell about 3% on the prospect of a $45-billion-plus deal that would strain its balance sheet mid-turnaround, the strategic fit between coffee and fast-casual Mexican is debatable, and exploratory interest frequently never becomes an offer. The classic M&A-speculation cross-section — target up, acquirer down, McDonald's higher — tells the story; the next hard data is Chipotle's October 28 earnings.

NetApp (NTAP) Rises ~3.5% as Evercore Upgrades to a Street-High $300 on AI Storage
NetApp outperformed a weaker broader market on October 7, rising about 3.5% to roughly $236.50 after Evercore ISI's Amit Daryanani upgraded the stock from In Line to Outperform and set a Street-high $300 price target, up from $210. The move was less about one call than the cluster behind it: over roughly a week, Loop Capital went to $260, TD Cowen to $250, and Goldman to $240, and Evercore has now leapfrogged them all with a rating upgrade — a sell-side re-rating of NetApp as an AI-storage beneficiary, its all-flash arrays and ONTAP software positioned for the data pipelines that feed GPU clusters (a story reinforced by its late-September deal to buy PEAK:AIO and its Novus launch, both earlier developments rather than a fresh catalyst). NetApp rose even as long-dated Treasury yields hit their highest since 2002 in a rates- and oil-driven risk-off that pressured high-multiple shares. But the stock is not cheap: up roughly 96% over the past year, it trades near 23 times forward earnings and 6 times sales for a business growing revenue in the low-double-digits, so the upgrades are betting AI lifts both growth and the multiple. And the Street is genuinely split — the published average target near $206 sits below the price, reflecting both the lag before the newest hikes propagate and real disagreement: a camp of fresh below-price targets (Wedbush's Hold at $170, plus Citi, Barclays and Bank of America in the $190–$220 range) against the bulls at $240–$300. Without an unusually heavy-volume surge, this is a sell-side re-rating; the fundamentals arrive with December 1 earnings.

Vaxcyte (PCVX) Surges ~35% as VAX-31 Meets All Primary Endpoints in Pivotal Phase 3 Trial
Vaxcyte surged to roughly $76 on October 5 — up about 35% after opening near $87 (about +54%) — when it reported positive topline data from OPUS-1, the pivotal adult Phase 3 trial of VAX-31, its 31-valent pneumococcal conjugate vaccine. The trial met all of its prespecified primary endpoints on immune-response and safety measures: in adults 50 and older, VAX-31 met non-inferiority on all 20 serotypes it shares with Pfizer's Prevnar 20 and 17 of the 19 it shares with Merck's Capvaxive (the two exceptions cleared only a less-stringent historical bar), and superiority on the three serotypes unique to VAX-31, with safety similar to the incumbents. It is the profile a broader, 31-valent shot needs to take share in a multi-billion-dollar adult pneumococcal market — and the market priced it as a transfer of value, with Pfizer down about 1.6% and Merck about 3.4% while the biotech index was flat. Vaxcyte is still a clinical-stage, pre-revenue company — a roughly $1 billion annual loss, no P/E, and years from revenue, with two more Phase 3 trials due in 2027 and a planned filing in 2028 — but about $2.5 billion of cash and investments gives it runway, and sell-side targets sit well above the current price (Guggenheim raised its target to $125 the same day; Mizuho and Jefferies reiterated standing Buys at $163 and $146). The stock's gap-up-then-fade captures the tension between clearly good data and the execution still ahead.











