Source: earnings_events
Changes History →Track the stock moves that actually matter.
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What changed: Levi Strauss & Co. (LEVI) reported EPS of $0.48 vs. consensus estimate of $0.36, beating by 34.0% on 2026-10-07.
Source: earnings_events
Changes History →Monitor revenue and gross margin trends in the full earnings report to confirm whether the beat was driven by operational strength or one-time items.
What changed: Hess Midstream LP (HESM) moved -8.38% from $36.05 to $33.03 on 2026-10-07 following announcement of a transformative restructuring with its primary customer, Chevron. Under newly signed definitive agreements, HESM agreed to lower tariff rates for Chevron's oil and gas gathering and processing services in the Bakken region, prompting the company to lower its preliminary 2027 Adjusted EBITDA guidance to $850–$950 million from a projected 2026 range of $1.225–$1.25 billion. The company also signaled a halt to distribution growth.
Source: daily_prices:fmp_change_percent
Changes History →HESM earnings scheduled for 2026-11-02 will provide detailed 2027 guidance and distribution policy confirmation.
What changed: Constellation Brands, Inc. (STZ) moved +6.47% from $111.20 to $118.39 on 2026-10-07 after reporting fiscal Q2 2027 earnings on 2026-10-06. The company beat consensus EPS by 3.31%, reporting $3.74 versus the $3.62 estimate, and posted net sales of $2.63 billion, up 6.1% year-over-year and above the $2.54 billion forecast. The beer segment drove results, with Modelo shipment volumes up 5.5%. Management also announced the acquisition of SpikedAde, a vodka-based ready-to-drink brand, and reaffirmed its fiscal 2027 EPS guidance of $11.20 to $11.90.
Source: daily_prices:fmp_change_percent
Changes History →Constellation Brands is scheduled to report Q3 fiscal 2027 earnings on 2027-01-06 with a consensus EPS estimate of $2.82.
What changed: Karman Holdings Inc. (KRMN) moved -5.28% from $33.14 to $31.39 on October 7, 2026, extending a downward trend amid broader market pressures from rising Treasury yields and surging oil prices. The decline reflects sector-wide momentum fade in speculative space and defense names, compounded by company-specific concerns about low free cash flow conversion relative to high revenue multiples and elevated P/E valuation despite strong backlog.
Source: daily_prices:fmp_change_percent
Changes History →KRMN Q3 2026 earnings announcement on November 5, 2026 (consensus EPS estimate $0.15) and management commentary on free cash flow conversion and backlog realization.
What changed: Churchill Downs Incorporated (CHDN) moved -5.06% from $77.89 to $73.95 on 2026-10-07. The decline follows the company's recent announcement of a $500 million senior secured term loan due in 2033, which has prompted investor concern over increased leverage and potential dilution. Q2 results showed revenue growth offset by margin compression, adding to downward sentiment in the consumer-discretionary sector.
Source: daily_prices:fmp_change_percent
Changes History →CHDN earnings scheduled for 2026-10-28; consensus EPS estimate is $1.22—actual results and management commentary on leverage management will be critical to sentiment recovery.
What changed: Moderna, Inc. (MRNA) moved +6.99% from $183.65 to $196.48 on 2026-10-07 after Tempus announced an expansion of its multi-year collaboration with Moderna and Merck for V940/mRNA-4157 neoantigen therapy commercialization. The stock also reached a new 52-week high of $211.89 during the trading session.
Source: daily_prices:fmp_change_percent
Changes History →Moderna is scheduled to report earnings on 2026-11-05 with a consensus EPS estimate of -$1.10.
What changed: Roblox Corporation (RBLX) moved +5.41% from $44.03 to $46.41 on October 7, 2026, the same day San Diego County filed a lawsuit against the company alleging violations of children's safety and consumer privacy laws.
Source: daily_prices:fmp_change_percent
Changes History →Roblox earnings announcement on October 29, 2026, and any updates on the San Diego County lawsuit proceedings.
What changed: StoneX Group Inc. (SNEX) moved -5.65% from $65.14 to $61.46 on October 7, 2026. News reports attributed the decline to Zacks Research downgrading the stock to Hold, analyst consensus targets shifting lower due to stretched valuations, continued insider selling over the prior 90 days, and softer retail and FX trading volumes in recent periods.
Source: daily_prices:fmp_change_percent
Changes History →SNEX earnings are scheduled for November 23, 2026, with consensus EPS estimate of $0.86.
IES Holdings shares fell 9.84% to $308.20, driven by profit-taking after a sustained rally, valuation concerns flagged by financial models, and post-acquisition digestion following the DBM Global acquisition, per web research. Volume at 178,222 shares (240 min into session) ran 1.18x the historical average for this time of day.
IES Holdings filed a material event 8-K today, triggering a 6.66% intraday decline to $319.09. The specific content of the filing was not yet accessible in the available evidence, but the same-day filing and sharp sell-off suggest a significant corporate action or disclosure.
IES Holdings earnings on 2026-11-20 (consensus EPS $2.81); also monitor for technical support at the 30-day low and any insider trading activity disclosures related to the acquisition.
What changed: CrowdStrike shares declined 5.03% to $264.83 following a recent rally to 52-week highs, driven by profit-taking and valuation compression in the high-multiple software sector amid broader tech and yield headwinds. Volume of 6.3M shares is running 0.70x the historical average at this point in the session, consistent with normal intraday flow. The company was recently named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security, but this recognition has not offset near-term pullback pressure.
Detected Oct 7, 3:10 PM ET
Changes History →CrowdStrike earnings on 2026-12-01 (date unconfirmed); consensus EPS estimate $0.31. Monitor for any sector rotation out of high-multiple software if yields or macro conditions shift further.
What changed: Legence Corp. (LGN) fell 6.52% to $52.66 intraday, driven by lingering earnings pressure and a technical breakdown. The company posted a Q2 EPS loss of ($0.37) versus Wall Street's expected profit of $0.26, and despite raising full-year outlooks on $1.26 billion revenue, net margins remain strained by $41.08 million in goodwill and asset impairment charges. The stock has slipped below its 50-day moving average ($57.57) and 200-day moving average ($69.62), triggering a technical sell-off. Volume stands at 480,172 shares (0.57x average for this time of day).
Detected Oct 7, 3:40 PM ET
Changes History →Legence earnings scheduled for November 13, 2026 (consensus EPS estimate $0.57); monitor for any guidance revisions or commentary on margin recovery and impairment drivers.
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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.

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.

PTC Inc. (PTC) Jumps ~35% as Schneider Electric Agrees to a $22.6 Billion Cash Takeover
PTC Inc. jumped about 35% to roughly $194.49 on October 5 after Schneider Electric agreed to acquire the industrial-software maker in an all-cash deal at $205 a share — valuing PTC's equity near $22.6 billion, a 42.3% premium to Friday's close, in what would be Schneider's largest acquisition ever. With a firm cash bid in hand, the stock stopped trading on fundamentals and started trading on deal arithmetic: it gapped toward the offer but settled about 5% below it, a merger spread that prices the time and risk to a close expected by the third quarter of 2027, subject to a PTC shareholder vote and antitrust and CFIUS clearances. The logic is industrial software and AI — PTC's design and lifecycle tools (Creo, Windchill) carry an 84% gross margin and about $935 million of free cash flow, and the company had de-rated with the software group on AI fears, which is what made it available at a price Schneider would pay a premium over. The deal is also a read-through for the sector: design-software peers like Autodesk and Dassault Systèmes rose in sympathy as the price reframed what these assets are worth, while Loop Capital, Baird and Rosenblatt all moved PTC toward Hold/Neutral at the deal price — the textbook reaction to a fixed cash bid. The investment question now is simply whether the deal closes.

Western Digital (WDC) Drops ~10% as Toshiba Plans to Double AI/Data-Center HDD Capacity
Western Digital fell about 10% to roughly $415.50 intraday on October 2 after a report, traced to Nikkei, that Toshiba plans to double its production capacity for the high-capacity hard drives used in AI data centers — a roughly ¥60 billion (about $380 million) investment centered on the Philippines, for its fiscal year ending March 2028. The move had nothing to do with Western Digital itself: the stock's run, up about 216% over the past year, was built on a concentrated, supply-disciplined HDD industry keeping drive prices and margins firm, and a credible new source of capacity from the smallest of the three makers directly challenges that. It was a hard-drive-specific supply scare amid a broadly firm tech tape, not a tech selloff — Seagate, the other pure HDD maker, fell about 12%, while Micron slipped under 1% and Nvidia rose. As a pure-play HDD company after spinning off its flash business as SanDisk, Western Digital has no segment to cushion a pricing threat, and at roughly 21 times forward earnings and 12 times sales its premium multiple embeds an assumption that constrained supply keeps pricing elevated. The analyst picture is bullish — a Buy consensus averaging near $665 — but it predates the Toshiba report, and the open question is how far those targets come down as the Street weighs what added supply means for pricing.

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.











