Source: earnings_events
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: Robinhood Markets, Inc. (HOOD) moved −8.25% from $122.61 to $112.50 on September 30, 2026, amid profit-taking despite the company rolling out major product features including 24/7 trading, perpetual futures, and agentic AI trading accounts. Volume was 2.3× the 5-day average, indicating elevated selling pressure.
Source: daily_prices:fmp_change_percent
Changes History →HOOD earnings are scheduled for November 4, 2026, with consensus EPS estimate of $0.53.
What changed: Crocs, Inc. (CROX) moved -5.03% from $123.52 to $117.31 on September 30, 2026. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The decline reflects profit-taking after a multi-week advance and broader weakness in consumer discretionary stocks, with ongoing investor caution about HEYDUDE wholesale softness and margin pressures from tariff concerns.
Source: daily_prices:fmp_change_percent
Changes History →CROX earnings scheduled for October 29, 2026, with consensus EPS estimate of $3.30.
What changed: Riot Platforms, Inc. (RIOT) moved -7.44% from $21.77 to $20.15 on 2026-09-30. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, suggesting the move was not driven by unusual trading activity.
Source: daily_prices:fmp_change_percent
Changes History →RIOT earnings on 2026-10-29 will be the next major catalyst, with consensus expecting a loss per share.
What changed: Cipher Mining Inc. (CIFR) moved -6.28% from $16.88 to $15.82 on 2026-09-30. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average, suggesting no unusual trading intensity.
Source: daily_prices:fmp_change_percent
Changes History →Monitor CIFR's earnings announcement on 2026-11-02 for actual results versus the -$0.24 EPS consensus.
What changed: Bloom Energy Corporation (BE) moved -6.44% from $296.06 to $276.98 on September 30, 2026, driven by profit-taking and valuation fatigue. The stock has surged over 200% year-to-date on AI data-center power enthusiasm, but investors locked in gains on the final day of the quarter amid debate over whether valuations can sustain further upside without new catalysts. Volume remained near its 5-day average.
Source: daily_prices:fmp_change_percent
Changes History →Earnings scheduled for October 27, 2026 (consensus EPS estimate $0.68) will be key to assess whether operational results can justify current valuations.
Liquidia shares collapsed 52.68% to $33.45 following a critical legal setback in its patent dispute with United Therapeutics over Yutrepia, per web reporting. Macro headwinds—rising Treasury yields, oil prices, and inflation data—compounded the selloff in biotech equities. Volume surged to 13.59x the time-adjusted average (15.1M shares), signaling panic liquidation.
A U.S. District Court in Delaware ruled that Liquidia infringed two key patent claims held by United Therapeutics (UTHR) covering inhaled treprostinil dry powder, according to Seeking Alpha and Investing.com. LQDA crashed 45.42% from $70.69 to $38.59 on the news, with volume surging to 10.76x the historical average for this time of session. Liquidia said it intends to appeal and adjust its New Drug Application to exclude the PH-ILD indication for Yutrepia.
Liquidia shares crashed 50.89% to $34.71 following an unfavorable federal district court ruling in Hatch-Waxman patent litigation with United Therapeutics over YUTREPIA (treprostinil) inhalation powder. The court found two of six asserted claims on the '327 patent valid and infringed by Liquidia, undermining commercial exclusivity prospects for the drug. Volume surged to 5.16 million shares (6.25x typical for this time), and competitor United Therapeutics rallied 13% on the favorable outcome.
+1 earlier update — view all in Changes History ↓
Confirmation of the court ruling details; earnings call on 2026-11-02 (date not yet confirmed) for management commentary on litigation impact and revised guidance.
United Therapeutics surged +14.51% to $551.32 after a federal court ruled unfavorably against competitor Liquidia Corp in a patent dispute over the rival pulmonary hypertension drug Yutrepia, reducing competitive pressure on UTHR's Tyvaso franchise (web_catalyst via Google AI Overview). Volume reached 1.85M shares, 4.87x the time-adjusted average, signaling strong conviction behind the move.
United Therapeutics shares surged +10.08% to $530.01 from $481.47, driven by analyst commentary cited on finance.yahoo.com. Volume reached 1.51M shares, 4.68x the time-adjusted average, signaling strong institutional participation behind the move.
UTHR earnings on 2026-11-04 (consensus EPS $6.46); monitor Liquidia's next steps in the patent dispute and any appeals.
Jabil reported strong fiscal Q4 2026 earnings—net revenue of $10.62B (+29% YoY) and core EPS of $4.40, both beating consensus—and raised full-year FY2027 guidance to $44.5B revenue and $17.55 core EPS, driven by robust AI data center demand (uk.investing.com, benzinga.com). Despite the beats and upbeat outlook, JBL fell 10.27% to $286.08 as investors engaged in profit-taking and weighed risks around heavy capacity expansion and supply constraints. Volume surged to 3.65x average for the session, indicating heightened selling pressure.
Jabil shares fell 6.08% to $299.46 on September 30 ahead of the company's fiscal Q4 2026 earnings call scheduled for 8:30 AM EDT today. The decline reflects a mix of cautious pre-market positioning before results, broader market headwinds including rising oil prices and higher Treasury yields pressuring risk assets, and ongoing analyst scrutiny over whether Jabil's AI-driven growth momentum can sustain itself (per web sources including Yahoo Finance).
Confirm whether the intraday decline holds into the close; monitor management commentary on supply chain constraints and capital intensity of the capacity expansion during any follow-up investor calls. Next earnings scheduled for December 16, 2026 (consensus EPS estimate $3.64).
What changed: ACM Research rose 6.31% to $80.38, driven by upward momentum from recent backlog data releases from its Shanghai subsidiary combined with continued semiconductor and AI-driven demand tailwinds (web_catalyst). Volume of 839,654 shares ran 1.14x normal for this time of session. The move extends recent strength following earlier raised 2026 revenue outlooks and solid Q2 earnings.
Detected Sep 30, 3:30 PM ET
Source: nz.finance.yahoo.com ↗
Changes History →ACM Research earnings release scheduled for 2026-11-04, with consensus EPS estimate of $0.51; watch for updated backlog and shipment guidance.
What changed: MTG fell 6.16% to $26.51 as broader profit-taking hit mortgage insurers following the stock's recent surge to a 52-week high of $31.89 on September 8. Per the web search synthesis, cooling momentum and sector-wide cyclical headwinds—including peak earnings concerns and softer net premiums across specialty insurers—have heightened valuation sensitivity. Volume of 1.46M shares is running 1.05x normal for this point in the session.
Detected Sep 30, 3:50 PM ET
Changes History →MTG earnings release on November 4, 2026; monitor for any analyst target adjustments or changes to consensus EPS estimates in the coming weeks.
What changed: Starwood Property Trust fell 5.05% to $13.63 as the stock traded on its ex-dividend date for a $0.48 per share Q3 dividend, according to the web catalyst. The decline also reflects sector-wide pressure on mortgage REITs from elevated Treasury yields and interest rate concerns, compounded by mixed earnings results reported in August that drew analyst scrutiny on payout ratios and earnings visibility. Volume remained normal at 1.09x the time-adjusted average.
Detected Sep 30, 3:50 PM ET
Changes History →STWD earnings scheduled for November 9, 2026, with consensus EPS estimate of $0.32; monitor Treasury yield trends and any updates to payout ratio sustainability.
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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.

Fair Isaac (FICO) Crashes ~26% as FHFA Moves to Equalize VantageScore Mortgage Pricing
Fair Isaac fell about 26.5% to $617.87 on September 29 — its steepest single-day decline in decades — after FHFA Director Bill Pulte said, in a post late the prior evening, that Fannie Mae and Freddie Mac will move to a single mortgage pricing grid that treats loans scored with Classic FICO and rival VantageScore 4.0 equally, removing the 20-point adjustment that had kept FICO the default. The move strikes FICO's most profitable franchise: its Scores segment runs ~90% operating margins, and the company had just doubled its wholesale mortgage royalty to about $10.00 per score for 2026, while VantageScore 4.0's mortgage score is $0.99 (TransUnion committed through 2028) — so lenders now face a rival score that is roughly ten times cheaper and, once the change takes effect, priced identically by the GSEs. The repricing landed predominantly on FICO: the two publicly traded bureaus that jointly own VantageScore, Equifax and TransUnion, fell materially less — about 3% — and the S&P 500 was flat. Volume ran about seven times normal, and the stock is now down roughly 69% from its 52-week high. Analyst targets are splitting between a stale ~$1,435 consensus and fresh, event-aware resets — Huber Research downgraded to Underweight at $710, while Goldman cut to $1,322 but kept a Buy — capturing how uncertain the migration path is. After the drop FICO trades near 12 times forward earnings, but the multiple now hinges on how fast lenders actually switch.

Nucor (NUE) Drops ~6% as Q3 Guidance of $5.55–$5.65 Lands Below Street Estimates
Nucor fell about 6% to roughly $249 on September 18 after guiding, on Thursday evening, to third-quarter earnings of $5.55–$5.65 a share — a strong number that nonetheless landed about 9% below the roughly $6.17 consensus. The miss is one of degree, not direction: the guide would still be a sequential increase from Q2's ~$5.04 and a huge jump from the $2.63 Nucor earned a year ago, with the core steel mills and steel products segments guided up, but a weaker raw-materials segment and the absence of two second-quarter tailwinds — a ~$130 million cash refund and a ~$61 million Helion valuation gain — drove the shortfall. On a cyclical up about 74% over the past year to near record highs, a guide below expectations was enough to trigger a pullback — and it was a sector signal, not just a Nucor one: Steel Dynamics guided its own Q3 below consensus the same evening, so the whole steel group sold off together, with Steel Dynamics off about 4.5% and the steel ETF lower while the S&P 500 barely moved. Analysts mostly trimmed targets but kept their Buys, leaving a consensus near $285, and the stock now trades near 13 times the 2026 earnings estimate. The real question the soft guide raises is whether the steel cycle is pausing or peaking, with 2027 earnings growth already seen slowing to low single digits.

Netflix (NFLX) Drops as Wells Fargo Turns Bear With a Street-Low $57 Target on Engagement Worries
Netflix fell about 4% to roughly $72 on September 18 after Wells Fargo's Steven Cahall downgraded the stock to Underweight from Equal Weight and cut his price target to a Street-low $57 from $80. (Prices are split-adjusted after Netflix's 10-for-1 split in November 2025.) The call is about engagement, not profitability: after reviewing more than 150 titles, Cahall estimates second-half engagement (hours viewed per subscriber per day) falls about 4% year-over-year — with Top-100 Originals viewing down about 21% — raising churn risk into 2027, and his $57 rests on a lower multiple (15 times 2027 earnings, down from 21). It is a rare bear — the lone Sell in the tracked coverage — against a bullish Street, whose average target near $95 sits about 30% above the price, and it landed on a stock already down about 40% over the year. The move was Netflix-specific — Disney and other media names fell far less — and the underlying business remains highly profitable, growing revenue ~16% at a ~30% operating margin with ~$11 billion of free cash flow. The debate is about how fast Netflix can still grow, and the annual viewership report Netflix will publish in early 2027 is the catalyst both sides are waiting on.

Intel (INTC) Jumps on a Report SK Hynix May Make Memory at Its Delayed Ohio Fab
Intel rose about 4% to roughly $101 on September 16 after Reuters reported, citing sources, that SK Hynix is in early talks to manufacture memory chips in the United States for the first time — possibly by leasing part of Intel's long-delayed Ohio megafab, or through a joint venture with Intel and cloud hyperscalers. Crucially, no deal is confirmed: the shares spiked toward +6% then pared to +4% as SK Hynix said nothing had been decided and Intel declined to comment, so the honest read is a market pricing a possibility. It matters because Intel's Ohio project — announced in 2022 and delayed roughly five to six years (construction now finishing around 2030–2031) — could turn from a symbol of the company's troubles into a proof point if a marquee partner pays to use it. The move landed on a stock already up roughly 300% over the past year, still unprofitable on a trailing GAAP basis and trading near 66 times its fiscal-2026 adjusted (non-GAAP) earnings estimate, so it trades on narrative — and chips were broadly higher on the day, meaning only part of the pop was Intel-specific.

Sysco (SYY) Falls ~4% as It Prices a $1 Billion Stock Sale to Help Fund Its $29 Billion Jetro Deal
Sysco fell about 4.4% to roughly $80 on September 15 after pricing a $1.0 billion common-stock offering at $81.00 a share — below the prior close — to help fund the cash portion of its pending, roughly $29 billion acquisition of Jetro Restaurant Depot. The stock did what freshly issued equity often does, drifting toward and then below the offer price. One honest caveat: this was not a Sysco-only move — direct peers US Foods (−4.4%) and Performance Food Group (−3.8%) fell just as hard, while consumer staples barely budged, so the raise is best read as the trigger inside a wider foodservice-distribution derating. The $1 billion is the equity slice of a mostly debt-funded deal (~$21 billion of new borrowings), issued to limit the added leverage and defend an already-levered balance sheet; the larger dilution is the 91.5 million new shares (about 19% as the March terms estimated) still to go to Jetro's owners. Sysco is a defensive Dividend King trading near 16 times forward earnings, and the Street's targets still sit above the price — but the market wants the transformational deal financed and integrated before it re-rates.

Axon (AXON) Drops ~9% on a $1 Billion 0% Convertible Notes Offering
Axon Enterprise fell about 9% to roughly $447 on September 15 after announcing a $1.0 billion offering of 0% convertible senior notes due 2031 — a financing event, not a business stumble. The counterintuitive drop on interest-free borrowing is a lesson in how markets price equity-linked debt: convertible notes can turn into shares, so the market immediately prices the potential dilution overhang, and the hedge funds that buy converts typically short the stock to hedge, which tends to add mechanical selling pressure around a deal. Axon is buying capped calls to blunt the dilution and earmarking the rest for acquisitions. The drop landed on a stock already down about 41% from its 2025 high and trading near 50 times forward earnings despite ~35% revenue growth — a de-rated compounder now using its shares as funding currency. The move was starkly company-specific: closest peer Motorola Solutions fell under 1%, Palantir rose, and the S&P 500 barely moved, while the Street's price targets still cluster far above the price.











