Market open - Last update: Nov 10, 2026, 10:14 AM ET
⚠️Material / Earnings✓High confidence
Source: earnings_events
Changes History →Market open · Delayed intraday data · 12:06 PM ET
Last update: Nov 10, 2026, 12:02 PM ETMarket open·37 changes confirmed today
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Market open - Last update: Nov 10, 2026, 10:08 AM ET
🏆Material / Earnings✓High confidence
What changed: Venture Global, Inc. (VG) reported EPS of $0.96 vs. $0.50 consensus estimate for Q3 FY2026, beating consensus by 91.2%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor VG's Q4 FY2026 guidance and full-year 2026 outlook for confirmation of sustained earnings power.
Market open - Last update: Nov 10, 2026, 10:11 AM ET
🏆Material / Earnings✓High confidence
What changed: Scholar Rock Holding Corporation (SRRK) reported EPS of $-0.81 vs. consensus estimate of $-0.85 for Q3 FY2026, beating by 4.4%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor the company's cash runway and path to profitability, as consistent beat patterns on loss margins may reflect sustainable operational improvements.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation🛡Risk
Intraday updates2 updates
12:00 PM ETLATESTValuation✓ High confidence
Hims & Hers plunged 12.42% following third-quarter results released November 10, 2026 (per web sources). The company reported a surprise $33 million GAAP net loss (14¢ per share vs. consensus +6¢) and cut full-year guidance to $3.13–$3.15B revenue and $257–$277M Adjusted EBITDA, marking its third guidance reduction this year. Subscriber count fell ~100,000 sequentially to 2.8M, attributed to scaled-back U.S. weight-loss marketing; Q4 revenue guidance of $875–$895M also missed analyst consensus near $953M.
10:20 AM ETRisk✓ High confidence
Hims & Hers filed earnings and two material event 8-K forms today, triggering a 6.69% intraday decline to $21.41. The company reported results and disclosed unspecified material events (filings: hims-20261104.htm and hims-20261109.htm per SEC filings DB), though the specific content and market reaction rationale are not yet available in early intraday data.
What's next
What to watch
Confirm actual Q4 2026 results and full-year earnings due 2027-02-22; monitor subscriber trends and any strategic updates on weight-loss treatment transitions.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation🛡Risk
Intraday updates2 updates
12:00 PM ETLATESTValuation✓ High confidence
Lineage reported Q3 2026 earnings and cut full-year adjusted EBITDA guidance to $1.25–$1.27 billion (from $1.26–$1.29 billion), citing a $105 million property loss from the Big Bear Solar Fire and a $20 million full-year EBITDA headwind. Q3 adjusted EBITDA fell 7% year-over-year to $317 million despite revenue of $1.36 billion meeting expectations, while adjusted AFFO per share declined 14.1% to $0.73; management also cited higher oil prices, trucking capacity constraints, and tariff uncertainties. LINE fell 12.43% to $34.73.
10:10 AM ETRisk✓ High confidence
Lineage filed an 8-K material event disclosure and released earnings today, triggering a 7.49% decline from $39.66 to $36.69 (SEC filing_snapshots DB). The specific details of the filing and earnings report are not yet fully disclosed in available sources, but the combination of both filings on the same day indicates a material development requiring immediate investor disclosure.
What's next
What to watch
Monitor for any analyst downgrades to price targets and consensus EPS revisions (next scheduled earnings release date to be confirmed); track updates on Big Bear facility recovery timeline and insurance claim resolution.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation ×2
Intraday updates2 updates
12:00 PM ETLATESTValuation✓ High confidence
GE Vernova fell 5.15% to $786.61 on profit-taking following a 7.6% rally on November 9, combined with a broader pullback in AI-linked power and infrastructure stocks and reports of data center plan revisions (including SoftBank-related adjustments), per 247wallst.com and Seeking Alpha. Volume ran 4.11x the 60-minute average, signaling elevated liquidation early in the session.
10:00 AM ETValuation✓ High confidence
GE Vernova shares fell 8.90% to $755.53 as part of a broader selloff in AI infrastructure and data-center power suppliers amid post-election market volatility and cash-flow concerns tied to heavy capex by hyperscale spenders. The decline reflects profit-taking and valuation multiple compression despite the company's recent Q3 earnings beat and raised revenue guidance.
What's next
What to watch
GEV earnings on January 27, 2027 (date to be confirmed); consensus EPS estimate of $6.89. Watch for any management commentary on data center partnerships and wind division trajectory.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation
What changed: Lumen Technologies rose 7.29% to $4.63, likely driven by positive third-quarter 2026 results announced via investor relations (ir.lumen.com), which highlighted solid performance, strategic growth, and operating leverage gains. The stock moved from $4.32 at the previous close during intraday trading; volume data remains unreliable this early in the session.
Detected Nov 10, 12:00 PM ET
Changes History →What's next
What to watch
Lumen Technologies earnings release scheduled for 2027-02-02 (date pending confirmation); consensus EPS estimate of –$0.18.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation🛡Risk
Intraday updates2 updates
12:00 PM ETLATESTValuation✓ High confidence
Circle Internet Group fell 4.48% to $64.53, continuing a downward drift following the company's third-quarter earnings report and announcement of a 5% workforce reduction in early November, according to the web catalyst. The move also reflects ongoing competitive pressure in the stablecoin market. Volume stood at 2.96M shares (1.40x normal for this time of day), indicating average conviction.
10:40 AM ETRisk✓ High confidence
Circle Internet Group fell 4.31% to $64.65 following a Business Wire announcement that Circle has partnered with Global Citizen to expand digital financial services across Africa. Despite the partnership being framed as an opportunity to drive economic inclusion, the market reaction was negative. Volume is tracking 1.43x normal levels 70 minutes into the session.
What's next
What to watch
Circle's earnings announcement on November 11, 2026; consensus EPS estimate is $0.36. Monitor for any updates on workforce restructuring costs and stablecoin market share trends.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
Intraday updates2 updates
12:00 PM ETLATESTValuation✓ High confidence
Ionis Pharmaceuticals shares fell 4.55% to $29.59 intraday, extending a massive 28% sell-off from yesterday triggered by Q3 earnings and a severe guidance cut. Per the earnings report filed today, the company slashed its full-year 2026 Tryngolza sales forecast to ~$50 million from $100–$110 million, citing slower-than-expected market adoption and competitive pressures. Despite Q3 revenue beating expectations at $243 million (vs. ~$178.2 million consensus), the dramatic product guidance reduction continues to pressure the stock toward 52-week lows.
9:40 AM ETRisk✓ High confidence
Ionis Pharmaceuticals filed a material event (8-K) and earnings report today, triggering a 2.39% decline to $30.26 from $31.00 (FMP intraday data). The specific content of the 8-K filing was not disclosed in available sources, but the simultaneous earnings announcement represents the concrete catalyst for today's intraday move.
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Changes History →Related research: Ionis (IONS) Drops ~24% After a Q3 Beat on a Halved TRYNGOLZA Forecast →
What's next
What to watch
Q4 2026 earnings update (next scheduled for February 24, 2027); any management commentary on Tryngolza adoption trends or competitive positioning; monitoring for further guidance revisions or pipeline announcements.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation
What changed: First Solar shares fell 6.45% to $179.25 after Piper Sandler cut its price target from $251 to $222 (maintaining Overweight), citing policy uncertainty around federal clean-energy tax credit extensions under the Trump administration. The decline extends a pullback that began with First Solar's Q3 earnings guidance trim, which lowered full-year 2026 net sales guidance despite beating EPS at $5.30 per share. Volume of 1.52M shares runs 1.31x average for this point in the session.
Detected Nov 10, 12:00 PM ET
Source: investor.firstsolar.com ↗
Changes History →What's next
What to watch
First Solar earnings scheduled for 2027-02-23 (consensus EPS estimate $5.21); any updates on 2026 full-year sales guidance and commentary on federal tax-credit policy trajectory.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation
What changed: Despite strong Q3 earnings with better-than-expected revenue and a raised 2026 guidance, alongside progress on its first cancer therapy (intismeran targeting year-end 2026 FDA filing), MRNA is down 5.20% intraday to $255.00. The decline suggests investors are discounting the near-term outlook despite the positive results, possibly reflecting concerns about the company's heavy dependence on COVID-related revenue as noted by Motley Fool; volume is tracking at 0.91x the time-adjusted average, indicating normal participation.
Detected Nov 10, 12:00 PM ET
Changes History →What's next
What to watch
Moderna's year-end 2026 FDA filing for intismeran (personalized cancer therapy) and Q4 2026 results (earnings scheduled February 12, 2027) for evidence of guidance track and oncology traction.
Market open - Last update: Nov 10, 2026, 12:00 PM ET
📊Valuation
What changed: Coeur Mining fell 6.50% to $15.38 following a Scotiabank price target downgrade, compounding losses from its recent Q3 earnings release where management flagged Canadian mine ramp-up and integration execution risks. The decline is also part of broader weakness in silver and gold mining equities. Volume of 10.7M shares is near historical norms for this point in the session.
Detected Nov 10, 12:00 PM ET
Changes History →What's next
What to watch
Q4 2026 operational updates on Canadian mine ramp-up progress; CDE earnings scheduled for 2027-02-17 (consensus $0.22 EPS) and any further analyst commentary on integration timeline.
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 AnalysisNovember 9, 2026 · 12 min read
QXO (QXO) Jumps ~20% as the TopBuild Deal Lifts Q3 Sales 79%
QXO jumped about 20% to roughly $13.90 on November 9 after the building-products distributor released preliminary third-quarter results ahead of its full report. Net sales rose about 79% to $4.9 billion and adjusted EBITDA rose about 85% to $557 million, with the margin edging up to 11.4% — modestly ahead of the roughly $4.85 billion revenue consensus. QXO is the building-products roll-up of Brad Jacobs, who previously built XPO Logistics and United Rentals, and this was its first full quarter including TopBuild, the insulation installer and distributor it bought on July 1 for about $15 billion. So the 79% sales jump is mostly acquired, not organic — the scale of acquisitions landing in the numbers for the first time, though management pointed to improving organic sales trends and firmer pricing on a separate call. What the market rewarded was the margin signal — EBITDA growing faster than sales as a giant deal is absorbed — the clearest early sign the integration is working, against a stock that had fallen roughly 19% over the past year. The caveats are important: these are preliminary, unaudited figures (full results come November 12); the growth is acquisition-driven and the release gave no consolidated organic rate; QXO is still a GAAP loss-maker because of acquisition amortization, interest and deal costs; and the expansion is financed with heavy share issuance (the count is up about 60% in a year) and roughly $7 billion of debt. The move was company-specific — QXO far outpaced building-products peers that rose only mid-single digits. Analysts keep a Strong Buy with an average target near $24, though several had trimmed targets into the quarter. The real verdict waits for the full results.
QXORead →
Stock AnalysisNovember 9, 2026 · 12 min read
Ionis (IONS) Drops ~24% After a Q3 Beat on a Halved TRYNGOLZA Forecast
Ionis Pharmaceuticals fell about 24% to roughly $29.80 on November 9 — and traded as low as $27.75, a fresh 52-week low — even though its third quarter beat: revenue of $243 million topped the roughly $178 million expected, and the GAAP loss of $0.66 a share was narrower than feared. The stock cratered on a guidance cut, not the quarter. Ionis roughly halved its full-year 2026 sales forecast for TRYNGOLZA, its homegrown drug for high triglycerides, to about $50 million from a prior $100–$110 million, citing a slower-than-expected launch ramp (third-quarter TRYNGOLZA sales were just $9 million). Because TRYNGOLZA is the centerpiece of Ionis's transition from a royalty-and-partnership company into one that sells its own drugs, halving its forecast dented the core thesis and pushed the company's path to sustained positive cash flow out about a year, toward 2029. Crucially, this was not a company-wide cut: Ionis left total 2026 revenue guidance unchanged at $875–$900 million, kept cash guidance steady (about $1.9 billion at quarter-end), and reaffirmed its other launched drug, DAWNZERA. The move was clearly company-specific — on the same day the RNA peer Alnylam was flat, the biotech ETF XBI rose about 2% and the S&P 500 rallied. Wall Street mostly treated it as a timing reset, reiterating Buy ratings and leaving an average target near $84, more than double the price. The whole debate is now the slope of the TRYNGOLZA sales line.
IONSRead →
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 →