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: Capital One Financial Corporation (COF) reported EPS of $6.69 vs. consensus estimate of $5.50, beating by 21.6% on 2026-10-20.
Source: earnings_events
Changes History →Monitor COF's next earnings report and any management guidance updates for confirmation that the outperformance reflects sustainable operational trends rather than one-time items.
What changed: Space Exploration Technologies Corp. (SPCX) reported EPS of $0.35 vs. consensus estimate of $0.13, beating by 160%.
Source: earnings_events
Changes History →SPCX earnings announcement on or around 2026-11-03 (consensus EPS estimate $0.14).
What changed: Agree Realty Corporation (ADC) reported Q3 FY2026 EPS of $1.15 vs. consensus estimate of $0.48, beating expectations by 142.0%.
Source: earnings_events
Changes History →Monitor ADC's next earnings report and any management commentary on the sustainability of Q3 results and forward guidance.
What changed: RTX Corporation (RTX) reported EPS of $2.26 vs. consensus estimate of $1.78, beating by 27.0% on 2026-10-20.
Source: earnings_events
Changes History →RTX earnings scheduled for 2027-01-26 with consensus EPS estimate of $1.80.
What changed: Casella Waste Systems, Inc. (CWST) moved +7.48% from $86.59 to $93.07 on October 20, 2026, after activist investment firm Jana Partners disclosed a new stake and called for operational improvements. At the 13D Monitor Active-Passive Investor Summit, Jana Partners' Managing Partner Scott Ostfeld highlighted CWST's strong regional market position in the Northeast, depressed valuation, and potential as a takeover target, urging the company to hire a performance improvement consultant to accelerate cost efficiencies and better integrate recent Mid-Atlantic acquisitions.
Source: daily_prices:fmp_change_percent
Changes History →CWST earnings are scheduled for October 29, 2026, with consensus EPS estimate of $0.41; monitor for management commentary on cost initiatives and integration progress.
What changed: Crown Holdings, Inc. (CCK) moved +7.50% on October 20, 2026, after reporting Q3 2026 EPS of $2.39, beating consensus estimate of $2.25 by 6.2%. The company also raised its full-year adjusted earnings forecast and reported global beverage can volumes increasing 6% year-over-year, with revenue of $3.20 billion exceeding Wall Street expectations.
Source: daily_prices:fmp_change_percent
Changes History →Crown Holdings is scheduled to report Q4 2026 and full-year 2026 results on February 3, 2027, with consensus EPS estimate of $1.79.
What changed: Equity LifeStyle Properties, Inc. (ELS) reported EPS of $0.45 vs. consensus estimate of $0.51, missing by 11.6% on 2026-10-20.
Source: earnings_events
Changes History →Monitor ELS's next earnings announcement and any management commentary on operational trends and occupancy rates.
What changed: Intuitive Surgical, Inc. (ISRG) reported EPS of $3.00 vs. consensus estimate of $2.65 for Q3 FY2026, beating consensus by 13.2%.
Source: earnings_events
Changes History →Monitor ISRG's full-quarter revenue and procedure volume trends for Q3 FY2026, along with any revised 2026 guidance provided on the earnings call.
What changed: Synchrony Financial (SYF) reported EPS of $2.68 vs. consensus estimate of $2.42, beating by 10.7% on 2026-10-20.
Source: earnings_events
Changes History →Upcoming earnings announcement scheduled for 2026-10-21 with a new consensus EPS estimate of $2.38.
What changed: KeyCorp (KEY) reported EPS of $0.51 vs. consensus estimate of $0.46, beating by 10.5% on 2026-10-20.
Source: earnings_events
Changes History →KeyCorp earnings announcement on 2027-01-19 for consensus EPS of $0.49.
What changed: GE Aerospace reported EPS of $2.25 vs. $2.01 consensus estimate, beating by 11.9% on 2026-10-20.
Source: earnings_events
Changes History →GE Aerospace earnings scheduled for 2027-01-28 (date not yet confirmed).
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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.

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.

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.

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.

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.











