✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
⚡Material / Earnings✓High confidence
Source: daily_prices:fmp_change_percent
Changes History →Market closed · Next open: Tuesday 9:30 AM ET
Last update: Oct 26, 2026, 6:19 PM ETMarket closed·85 changes confirmed today
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BestStocks identifies what changed across companies and sectors, explains why it matters, and helps investors spot opportunities worth investigating.
✓Oct 26 session - Last update: Oct 26, 2026, 4:50 PM ET
⚠️Material / Earnings✓High confidence
What changed: Noble Corporation Plc (NE) reported EPS of −$0.57 vs. consensus estimate of $0.23, missing by 348.1% on 2026-10-26.
Source: earnings_events
Changes History →What's next
What to watch
Monitor NE's next earnings call for management commentary on the drivers of the miss and guidance for near-term recovery.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
⚠️Material / Earnings✓High confidence
What changed: Alexandria Real Estate Equities, Inc. (ARE) reported EPS of −$3.74 vs. −$0.03 consensus estimate for Q3 FY2026 on October 26, 2026, a miss of 13,401.8%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor ARE's next earnings call and 10-Q filing for detail on the nature and magnitude of charges driving the Q3 loss.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
🏆Material / Earnings✓High confidence
What changed: Brixmor Property Group Inc. (BRX) reported EPS of $0.28 vs. consensus estimate of $0.23, beating consensus by 23.7% on 2026-10-26.
Source: earnings_events
Changes History →What's next
What to watch
BRX earnings scheduled for 2027-02-08 (date not yet confirmed), with consensus EPS estimate of $0.24.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
🏆Material / Earnings✓High confidence
What changed: Cincinnati Financial Corporation (CINF) reported Q3 FY2026 EPS of $2.86 vs. consensus estimate of $2.05, beating expectations by 39.5%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor CINF's full Q3 earnings release for underlying drivers of the beat (e.g., underwriting gains, investment income, expense management) and any updated guidance for FY2026.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
⚠️Material / Earnings✓High confidence
What changed: Public Storage (PSA) reported EPS of $1.69 vs. consensus estimate of $2.49, a miss of 32.1%.
Source: earnings_events
Changes History →What's next
What to watch
PSA's next earnings announcement is scheduled for 2026-11-04, with a consensus EPS estimate of $2.35.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
⚠️Material / Earnings✓High confidence
What changed: Sun Communities, Inc. (SUI) reported EPS of $1.00 vs. consensus estimate of $1.25, missing by 20.0%.
Source: earnings_events
Changes History →What's next
What to watch
Upcoming earnings scheduled for 2026-10-28 with consensus EPS estimate of $1.19 will show whether the miss was a one-time event or reflects a broader trend.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
🏆Material / Earnings✓High confidence
What changed: The Hartford Insurance Group, Inc. (HIG) reported Q3 FY2026 EPS of $3.50, beating consensus by 10.4% versus the $3.17 estimate.
Source: earnings_events
Changes History →What's next
What to watch
Monitor HIG's next earnings announcement and any guidance updates regarding 2026 underwriting margins and catastrophe losses.
✓Oct 26 session - Last update: Oct 26, 2026, 4:38 PM ET
⚠️Material / Earnings✓High confidence
What changed: Welltower Inc. (WELL) reported EPS of $0.54 vs. consensus estimate of $0.64, missing expectations by 15.8%.
Source: earnings_events
Changes History →What's next
What to watch
Monitor Welltower's next earnings report and any update to full-year guidance to assess whether the miss reflects a one-time headwind or a persistent operational challenge.
✓Oct 26 session - Last update: Oct 26, 2026, 4:49 PM ET
⚡Material / Earnings✓High confidence
What changed: Mercury Systems, Inc. (MRCY) moved +5.33% from $75.68 to $79.71 on October 26, 2026. No company-specific press release or corporate catalyst was identified. The move reflects broader aerospace and defense sector momentum and general market positioning.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
MRCY earnings report on November 3, 2026.
✓Oct 26 session - Last update: Oct 26, 2026, 4:42 PM ET
⚡Material / Earnings✓High confidence
What changed: Core Scientific, Inc. (CORZ) moved +5.96% from $12.75 to $13.51 on October 26, 2026, bouncing back from a multi-week pullback driven by sector-wide debt and AI-neocloud pressures. The stock traded near its 12-month low of $12.31 heading into the session; institutional accumulation—including increased stakes by Capelight Capital Asset Management revealed in third-quarter regulatory filings—provided support during the rebound.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
Core Scientific earnings report on November 5, 2026.
✓Oct 26 session - Last update: Oct 26, 2026, 4:39 PM ET
⚡Material / Earnings✓High confidence
What changed: ATI Inc. (ATI) moved +5.03% from $156.66 to $164.54 on 2026-10-26, driven by investor positioning ahead of Q3 2026 earnings scheduled for October 29. Wall Street analysts project third-quarter EPS of $1.36–$1.37, representing 60% year-over-year growth, and have been revising current-year profit estimates upward in recent weeks. Separately, Inspire Investing LLC increased its ATI stake by 206.3% and E. Ohman J or Asset Management AB acquired 5,061 shares ($959,000) as a new position.
Source: daily_prices:fmp_change_percent
Changes History →What's next
What to watch
ATI's Q3 2026 earnings report on October 29, 2026, to confirm whether actual EPS meets or exceeds the $1.36–$1.37 consensus estimate.
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 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 →
Stock AnalysisOctober 12, 2026 · 10 min read
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.
MANHRead →