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Upwork Q3 Earnings Call Highlightsmarketbeat.com
Upwork (NASDAQ:UPWK) reported third-quarter results above its guidance range as the freelance-work platform emphasized its shift toward higher-value, more complex work, larger clients and AI-enabled demand channels. Gross services volume, or GSV, totaled $914 million in the third quarter, while rev
Via MarketBeat · November 2, 2026
What Tactile Systems Technology (TCMD) Said on Its Q3 Earnings Callmarketbeat.com
Tactile Systems Technology (NASDAQ:TCMD), which operates as Tactile Medical, reported third-quarter revenue of $91.9 million, up 7.1% from a year earlier, as continued double-digit growth in its lymphedema business offset an expected decline in airway-clearance sales tied to distributor inventory tr
Via MarketBeat · November 2, 2026
Donaldson Maps Growth Strategy, $830M Facet Deal and Margin Expansionmarketbeat.com
Donaldson (NYSE:DCI) President and CEO Rich Lewis outlined the filtration company's growth strategy, capital-allocation priorities and market outlook during a conference presentation, emphasizing recurring aftermarket revenue, technology investments and expansion in industrial and life sciences appl
Via MarketBeat · November 2, 2026
Match Group Q3 Earnings Call Highlightsmarketbeat.com
Match Group (NASDAQ:MTCH) said Tinder’s user trends continued to improve in the third quarter, with global daily active users returning to year-over-year growth in September for the first time in three and a half years. The company also said it expects to finish 2026 slightly above the midpoint of i
Via MarketBeat · November 2, 2026
Ryanair Holdings (cdi) Q2 Earnings Call Highlightsmarketbeat.com
Via MarketBeat · November 2, 2026
SiBone Q3 Earnings Call Highlightsmarketbeat.com
SiBone (NASDAQ:SIBN) reported third-quarter 2026 revenue growth of 14.5% as procedure demand accelerated, active physician adoption expanded and profitability improved. The company said it is building on momentum across its sacroiliac joint, complex spinal fusion and trauma offerings, while preparin
Via MarketBeat · November 2, 2026
What Palantir Technologies (PLTR) Said on Its Q3 Earnings Callmarketbeat.com
Palantir Technologies (NASDAQ:PLTR) reported third-quarter 2026 revenue growth of 96% year over year and 20% sequentially, with quarterly revenue surpassing $2 billion for the first time. The company said demand for its “Sovereign AI” offering helped drive particularly strong growth in its U.S. comm
Via MarketBeat · November 2, 2026
onsemi Q3 Earnings Call Highlightsmarketbeat.com
onsemi (NASDAQ:ON) reported third-quarter 2026 revenue of $1.72 billion, up 7% sequentially and 11% from a year earlier, as accelerating demand from AI data centers and improving industrial markets helped offset a short-term supply allocation shift away from automotive inventory replenishment. The
Via MarketBeat · November 2, 2026
What Waystar (WAY) Said on Its Q3 Earnings Callmarketbeat.com
Waystar (NASDAQ:WAY) reported third-quarter 2026 revenue of $326 million, up 21% year over year, as the healthcare revenue-cycle technology company cited growth in subscriptions, larger customer relationships and demand for its AI-enabled products. Organic revenue increased 10% in the quarter, whil
Via MarketBeat · November 2, 2026
Apple Q4 Earnings Call Highlightsmarketbeat.com
Apple (NASDAQ:AAPL) reported fiscal fourth-quarter revenue of $114.5 billion, up 12% from a year earlier and a September-quarter record, as iPhone and Mac sales posted double-digit growth. CEO John Ternus, speaking on his first earnings call as chief executive, said the results helped deliver Apple’
Via MarketBeat · November 2, 2026
Jazz Pharmaceuticals Q3 Earnings Call Highlightsmarketbeat.com
Jazz Pharmaceuticals (NASDAQ:JAZZ) reported record third-quarter revenue of $1.24 billion, up 10% from a year earlier, and raised its full-year 2026 revenue outlook as growth in its sleep and oncology businesses offset product-specific pressures and continued investment in its pipeline. Chief Execu
Via MarketBeat · November 2, 2026
What Lattice Semiconductor (LSCC) Said on Its Q3 Earnings Callmarketbeat.com
Lattice Semiconductor (NASDAQ:LSCC) reported record third-quarter 2026 revenue and issued fourth-quarter guidance above its prior outlook, citing broad-based demand for its field-programmable gate arrays, or FPGAs, and a better-than-expected contribution from its recently acquired AMI business. Thi
Via MarketBeat · November 2, 2026
SBA Communications Q3 Earnings Call Highlightsmarketbeat.com
SBA Communications (NASDAQ:SBAC) reported third-quarter results that management said met expectations, supported by domestic leasing activity, high tower cash flow margins and capital returns to shareholders. The company also raised the midpoint of its 2026 outlook for adjusted funds from operations
Via MarketBeat · November 2, 2026
What Travere Therapeutics (TVTX) Said on Its Q3 Earnings Callmarketbeat.com
Travere Therapeutics (NASDAQ:TVTX) reported third-quarter results marked by record FILSPARI sales, continued early adoption in focal segmental glomerulosclerosis (FSGS), and progress across its kidney-disease and rare-disease pipeline. Total U.S. net product sales reached $220.2 million in the thir
Via MarketBeat · November 2, 2026
Sonic Automotive Sees EchoPark Growth, Luxury Demand Fueling Expansionmarketbeat.com
Sonic Automotive (NYSE:SAH) said its diversified automotive retail model, including franchised dealerships, EchoPark used-vehicle stores and powersports locations, positions the company to pursue growth while balancing exposure to different market conditions. Speaking at the 50th Annual Automotive
Via MarketBeat · November 2, 2026
What EverQuote (EVER) Said on Its Q3 Earnings Callmarketbeat.com
EverQuote (NASDAQ:EVER) reported record third-quarter results, with revenue rising 25% year over year to $218.1 million and Adjusted EBITDA increasing 41% to $35.5 million, as insurer demand remained broad-based and the company expanded its artificial intelligence-focused offerings. Chief Executive
Via MarketBeat · November 2, 2026
What Harmonic (HLIT) Said on Its Q3 Earnings Callmarketbeat.com
Harmonic (NASDAQ:HLIT) reported third-quarter 2026 results that exceeded its prior guidance, supported by broad-based customer deployments and more than 100% growth in revenue from customers outside its two largest accounts. Revenue increased 64% year over year to $148.8 million, above the company’
Via MarketBeat · November 2, 2026
What Backblaze (BLZE) Said on Its Q3 Earnings Callmarketbeat.com
Backblaze (NASDAQ:BLZE) reported third-quarter revenue of $47 million, up 26% from a year earlier, as growth in its B2 Cloud Storage business accelerated and the company continued to build capacity for AI-related customer demand. Chief Executive Officer Gleb Budman said Backblaze is positioning B2
Via MarketBeat · November 2, 2026
What Ichor (ICHR) Said on Its Q3 Earnings Callmarketbeat.com
Ichor (NASDAQ:ICHR) reported third-quarter revenue growth and margin expansion as demand for semiconductor equipment systems remained strong, while the company continued to manage supply-chain constraints affecting advanced etch and deposition applications. Revenue for the third quarter was $328.7
Via MarketBeat · November 2, 2026
What Advanced Energy Industries (AEIS) Said on Its Q3 Earnings Callmarketbeat.com
Advanced Energy Industries (NASDAQ:AEIS) reported record third-quarter 2026 results that exceeded the high end of its guidance, as demand strengthened across semiconductor, data center computing, industrial and medical markets. Revenue rose 21% sequentially to $696 million, an increase of more than
Via MarketBeat · November 2, 2026
Cerus Q3 Earnings Call Highlightsmarketbeat.com
Cerus (NASDAQ:CERS) reported third-quarter product revenue growth of 10% year over year and reaffirmed its 2026 revenue outlook, while also announcing positive top-line results from its Phase III RedeS study of pathogen-reduced red blood cells. Product revenue totaled $57.7 million for the quarter
Via MarketBeat · November 2, 2026
Adeia Q3 Earnings Call Highlightsmarketbeat.com
Adeia (NASDAQ:ADEA) reported third-quarter 2026 revenue of $80.2 million and said it signed eight license agreements during the period, including four with new customers. The company also lowered its full-year revenue outlook, citing the timing of a small number of large and legally complex media li
Via MarketBeat · November 2, 2026
What Aehr Test Systems (AEHR) Said on Its Q1 Earnings Callmarketbeat.com
Aehr Test Systems (NASDAQ:AEHR) reported record revenue and sharply higher bookings for its fiscal 2027 first quarter, citing expanding demand for wafer-level and package-level burn-in systems used in artificial intelligence, data center and power-semiconductor applications. Revenue for the quarter
Via MarketBeat · November 2, 2026
Emergent Biosolutions Q3 Earnings Call Highlightsmarketbeat.com
Emergent Biosolutions (NYSE:EBS) reported third-quarter revenue within its guidance range and updated its full-year outlook, while continuing a multiyear transformation focused on cost control, debt reduction, medical countermeasures and naloxone access. The company recorded third-quarter revenue o
Via MarketBeat · November 2, 2026
Garrett Motion Sees Growth Beyond Turbos in Industrial Compression, Electrificationmarketbeat.com
Garrett Motion (NASDAQ:GTX) executives outlined the company’s effort to expand beyond its legacy turbocharger business into electrified propulsion, cooling and industrial air-compression applications, while maintaining investment in its core automotive and commercial-vehicle markets. Speaking at an
Via MarketBeat · November 2, 2026
Bioventus Q3 Earnings Call Highlightsmarketbeat.com
Bioventus (NASDAQ:BVS) reported third-quarter revenue growth of 3% as strength in its Pain Treatments business, Ultrasonics operation and international markets was partly offset by softness in bone graft substitutes, or BGS, within Surgical Solutions. Revenue totaled $142 million for the quarter. A
Via MarketBeat · November 2, 2026
What Ethos Technologies Inc. Class A Common Stock (LIFE) Said on Its Q3 Earnings Callmarketbeat.com
Ethos Technologies Inc. Class A Common Stock (NASDAQ:LIFE) reported record third-quarter fiscal 2026 results, with revenue rising 151% year over year to $235 million as growth accelerated in both its direct-to-consumer and third-party distribution channels. Chief Executive Officer Peter Colis said
Via MarketBeat · November 2, 2026
What Lightbridge (LTBR) Said on Its Q3 Earnings Callmarketbeat.com
Lightbridge (NASDAQ:LTBR) said its third-quarter business update centered on a new Department of Energy pathway intended to support development of a pilot manufacturing facility for its nuclear fuel technology, while the company increased research spending and reported a wider loss for the first nin
Via MarketBeat · November 2, 2026
Gentex Eyes $2B Electronics Opportunity as It Expands Beyond Auto Mirrorsmarketbeat.com
Gentex (NASDAQ:GNTX) is pursuing growth beyond its traditional auto-dimming mirror business as global vehicle markets face disruption from Chinese automakers, supply-chain constraints and shifting technology requirements, President and CEO Steve Downing said during an investor event. Downing said t
Via MarketBeat · November 2, 2026
Information Services Group Q3 Earnings Call Highlightsmarketbeat.com
Information Services Group (NASDAQ:III) reported third-quarter revenue growth, higher profitability and record recurring revenue, as artificial intelligence-related work expanded to more than half of the company’s total revenue. Revenue for the third quarter was $65.1 million, up 4.4% from a year e
Via MarketBeat · November 2, 2026
Grifols Q3 Earnings Call Highlightsmarketbeat.com
Grifols (NASDAQ:GRFS) reported third-quarter 2026 results marked by revenue growth, expanding profitability, stronger free cash flow and lower leverage, while management reiterated its full-year financial targets despite continued weakness in China’s albumin market. Chief Executive Officer Nacho Ab
Via MarketBeat · November 2, 2026
What Capital Power (CPX) Said on Its Q3 Earnings Callmarketbeat.com
Capital Power (TSE:CPX) reported record third-quarter adjusted EBITDA as stronger contributions from its U.S. flexible generation fleet and Canadian operations more than offset weaker results at its La Paloma facility. Adjusted EBITDA for the third quarter of 2026 rose to C$553 million, up C$76 mil
Via MarketBeat · November 2, 2026
Once Upon a Farm Recalls Tractor Wheels After Choking Reports Hit 18% of Salesmarketbeat.com
Once Upon A Farm (NYSE:OFRM) said it has voluntarily recalled its entire Tractor Wheels product line after receiving reports of choking incidents, including one complaint submitted by a parent and two additional reports the U.S. Food and Drug Administration disclosed to the company. Chief Executive
Via MarketBeat · November 2, 2026
Public Service Enterprise Group Q3 Earnings Call Highlightsmarketbeat.com
Public Service Enterprise Group (NYSE:PEG) reported third-quarter 2026 net income of $0.76 per share and non-GAAP operating earnings of $1.15 per share, compared with $1.24 per share and $1.13 per share, respectively, in the prior-year quarter. For the first nine months of 2026, the company recorde
Via MarketBeat · November 2, 2026
Tidewater Renewables Deal Would Create Unified Low-Carbon Energy Platformmarketbeat.com
Tidewater Midstream and Infrastructure Ltd. and Tidewater Renewables (TSE:LCFS) have announced a proposed combination that would consolidate the companies under a single publicly traded corporate structure. Under the all-share arrangement, Tidewater Midstream would acquire all Tidewater Renewables
Via MarketBeat · November 2, 2026
What Acadia Realty Trust (AKR) Said on Its Q3 Earnings Callmarketbeat.com
Acadia Realty Trust (NYSE:AKR) reported third-quarter results marked by strong leasing activity, double-digit same-property net operating income growth in its street retail portfolio, and continued acquisitions in key retail corridors. President and Chief Executive Officer Ken Bernstein said the co
Via MarketBeat · November 2, 2026
What Kosmos Energy (KOS) Said on Its Q3 Earnings Callmarketbeat.com
Kosmos Energy (NYSE:KOS) said it made progress toward its 2026 production, cost-reduction and debt-reduction goals during the third quarter, citing higher output from its core assets, lower operating costs and continued work to extend its debt maturities. Chairman and CEO Andy Inglis said productio
Via MarketBeat · November 2, 2026
Happen Bank Q3 Earnings Call Highlightsmarketbeat.com
Happen Bank (NASDAQ:HAPN) reported record third-quarter earnings as higher loan originations, balance-sheet growth and operating efficiencies helped offset an unexpected rise in interest rates. Pre-tax income increased 34% from a year earlier to $76.8 million, while diluted earnings per share rose
Via MarketBeat · November 2, 2026
NAPCO Security Technologies Q1 Earnings Call Highlightsmarketbeat.com
NAPCO Security Technologies (NASDAQ:NSSC) reported record fiscal first-quarter revenue, net income and adjusted EBITDA for fiscal 2027, as recurring service revenue growth and expanding margins offset a decline in equipment sales tied largely to distributor purchasing patterns. Net revenue increase
Via MarketBeat · November 2, 2026
Tower Semiconductor Q3 Earnings Call Highlightsmarketbeat.com
Tower Semiconductor (NASDAQ:TSEM) reported record third-quarter results for 2026, citing accelerating demand for silicon photonics used in AI infrastructure and data-center connectivity, along with growth across its broader analog technology portfolio. Revenue for the quarter reached $526 million,
Via MarketBeat · November 2, 2026
AbbVie's Humira Era Is Fading, But Its New Growth Engines Face Another Testmarketbeat.com
AbbVie posted Q3 revenue of $17.4 billion and raised EPS guidance as Skyrizi and Rinvoq offset Humira's decline, prompting analyst price target hikes and a stock move to fresh highs.
Via MarketBeat · November 2, 2026
Tidewater Midstream Moves to Acquire Tidewater Renewables in All-Share Dealmarketbeat.com
Tidewater Midstream and Infrastructure (TSE:TWM) and Tidewater Renewables announced a proposed all-share combination that would consolidate the companies under a single publicly traded corporate structure, with an expected closing date of about Dec. 18, 2026, subject to shareholder, court and Toront
Via MarketBeat · November 2, 2026
Entergy Q3 Earnings Call Highlightsmarketbeat.com
Entergy (NYSE:ETR) reported third-quarter adjusted earnings per share of $1.98, citing customer growth and hotter summer weather, while narrowing its 2026 adjusted EPS guidance range by raising the low end by $0.10. Chair and CEO Drew Marsh said the company’s results reflected financial, regulatory
Via MarketBeat · November 2, 2026
Choice Hotels International Q3 Earnings Call Highlightsmarketbeat.com
Choice Hotels International (NYSE:CHH) reported third-quarter adjusted EBITDA of approximately $193 million, up 1% from a year earlier, as higher royalty and management fees helped offset increased operating expenses and a decline in liquidated-damages revenue. Adjusted diluted earnings per share r
Via MarketBeat · November 2, 2026
GLP-1 Focus or Broader Peptide Exposure: Which ETF Has the Edge?marketbeat.com
Compares the Roundhill GLP-1 & Weight Loss ETF (OZEM) and the newer REX Peptide ETF (PEPT), examining holdings, fees, and overlap as GLP-1 drug demand from Eli Lilly and Novo Nordisk continues to grow.
Via MarketBeat · November 2, 2026
Lumentum to Join Marvell in AI Optical Connectivity Pushmarketbeat.com
Marvell said it has agreed to combine with Lumentum (NASDAQ:LITE), positioning the proposed transaction as a move to build a larger provider of optical connectivity technology for artificial-intelligence infrastructure. Marvell Chairman and CEO Matt Murphy said the combination would bring together
Via MarketBeat · November 2, 2026
Mortgage Rates Froze U.S. Housing, But These 3 Overseas Markets Still Pay Double Digitsmarketbeat.com
Panama City, Guanacaste in Costa Rica and Lagos, Portugal top one investor's list for rental income and long-term growth, with Portuguese mortgages from 2.6%.
Via MarketBeat · November 2, 2026
Big Tech Is Spending Billions on AI—These 5 Stocks Are Getting Paidmarketbeat.com
NVIDIA, Vertiv, Amphenol, Arista Networks, and Eaton have fallen with the AI sell-off despite strong orders, revenue growth, and raised guidance tied to data center buildout spending.
Via MarketBeat · November 2, 2026
3 Waste Services Stocks With More Growth Than You Might Expectmarketbeat.com
Clean Harbors, GFL Environmental, and Casella Waste Systems posted strong Q3 2026 earnings and revenue growth, showing resilience and upside potential in the environmental services sector.
Via MarketBeat · November 2, 2026
Marvell Technology Targets $550B AI Optics Market With Lumentum Dealmarketbeat.com
Marvell Technology (NASDAQ:MRVL) said it has agreed to combine with photonics provider Lumentum, positioning the combined company to pursue growing demand for optical connectivity in artificial intelligence infrastructure. Marvell Chairman and CEO Matt Murphy said the transaction would bring togeth
Via MarketBeat · November 2, 2026
What Estee Lauder Companies (EL) Said on Its Q1 Earnings Callmarketbeat.com
Estee Lauder Companies (NYSE:EL) raised its fiscal 2027 outlook after reporting first-quarter organic sales growth of 6%, stronger profitability and broad-based gains across regions. The company said its Beauty Reimagined strategy and Profit Recovery and Growth Plan, or PRGP, supported the quarter’s
Via MarketBeat · November 2, 2026
What Tempus AI (TEM) Said on Its Q3 Earnings Callmarketbeat.com
Tempus AI (NASDAQ:TEM) reported third-quarter 2026 revenue of $411.5 million, up 23% from a year earlier, as growth in oncology diagnostics and data-and-applications services continued to drive results. The company also raised its full-year revenue outlook and said it generated positive adjusted EBI
Via MarketBeat · November 2, 2026
Krystal Biotech Q3 Earnings Call Highlightsmarketbeat.com
Krystal Biotech (NASDAQ:KRYS) reported third-quarter 2026 revenue growth driven by continued adoption of its VYJUVEK treatment in the United States and international markets, while also outlining updated timelines for several clinical programs and authorizing a share repurchase program of up to $400
Via MarketBeat · November 2, 2026
IDEXX Laboratories Q3 Earnings Call Highlightsmarketbeat.com
IDEXX Laboratories (NASDAQ:IDXX) reported third-quarter 2026 results marked by organic revenue growth, higher diagnostic utilization and expanded placement of its premium instruments, while raising its full-year revenue and earnings outlook. Chief Financial Officer Andrew Emerson said organic reven
Via MarketBeat · November 2, 2026
What Cipher Mining (CIFR) Said on Its Q3 Earnings Callmarketbeat.com
Cipher Mining (NASDAQ:CIFR) reported third-quarter 2026 revenue of $27 million, up from $25 million in the prior quarter, as the company recognized its first high-performance computing, or HPC, lease revenue from its Black Pearl campus. The company, which described itself during the call as Cipher
Via MarketBeat · November 2, 2026
What Check Point Software Technologies (CHKP) Said on Its Q3 Earnings Callmarketbeat.com
Check Point Software Technologies (NASDAQ:CHKP) said third-quarter revenue declined 1% year over year to $670 million, which was near the midpoint of its guidance, as lower firewall appliance refresh activity weighed on product, maintenance and services revenue. Chief Executive Officer Nadav Zafrir
Via MarketBeat · November 2, 2026
What Axsome Therapeutics (AXSM) Said on Its Q3 Earnings Callmarketbeat.com
Axsome Therapeutics (NASDAQ:AXSM) reported third-quarter revenue growth of 52% year over year, driven primarily by continued expansion of AUVELITY sales in major depressive disorder and Alzheimer’s disease agitation. Total revenue reached $259.7 million in the quarter, up 19% sequentially and surpa
Via MarketBeat · November 2, 2026
Alphabet’s $400 Billion Sell-Off Could Be the Best AI Buying Window Left in 2026marketbeat.com
Alphabet's 12% drop followed search and YouTube misses as Google Cloud beat. Altimetry likes Microsoft, AMD and Generac and avoids CoreWeave and Cipher Digital.
Via MarketBeat · November 2, 2026
3 Tech Stocks Boosting Buyback Capacity in the Face of the Sector's Recent Tumblemarketbeat.com
Amid a tech sell-off, NXP Semiconductors, Amphenol and F5 announced major buyback programs, with NXP adding $5 billion, Amphenol unveiling a $4 billion plan and F5 boosting capacity to $1.8 billion.
Via MarketBeat · November 2, 2026
Inovio Wins FDA Approval for VOCERYQ, Its First Commercial Productmarketbeat.com
Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration granted accelerated approval to VOCERYQ, formerly known as INO-3107, as a nonsurgical treatment intended to reduce the frequency of surgeries in adults with recurrent respiratory papillomatosis, or RRP. VOCERYQ is the co
Via MarketBeat · November 2, 2026
What TAT Technologies (TATT) Said on Its Q3 Earnings Callmarketbeat.com
TAT Technologies (NASDAQ:TATT) reported record third-quarter 2026 revenue and adjusted EBITDA, as demand in its auxiliary power unit, or APU, business, heat exchangers and trading, leasing and distribution operations supported growth and margin expansion. Revenue increased 20.2% year over year to $
Via MarketBeat · November 2, 2026
What Marriott International (MAR) Said on Its Q3 Earnings Callmarketbeat.com
Marriott International (NASDAQ:MAR) reported third-quarter results that exceeded its prior expectations, supported by broad-based travel demand, higher room rates and continued development activity. The company raised its full-year global RevPAR outlook and said it expects demand trends to remain st
Via MarketBeat · November 2, 2026
What FOX (FOX) Said on Its Q1 Earnings Callmarketbeat.com
FOX (NASDAQ:FOX) reported record first-quarter fiscal 2027 revenue and EBITDA, supported by its FIFA Men’s World Cup coverage, political advertising, distribution gains and continued growth at streaming service Tubi. Revenue rose 22% from the prior-year period to $4.6 billion, while EBITDA increase
Via MarketBeat · November 2, 2026
Strategy Pauses Bitcoin Buys to Focus on Preferred Stock Buybacksmarketbeat.com
Strategy posted a $19.5 billion Q3 net income from unrealized Bitcoin gains, but is pausing BTC buys and stock sales to repurchase high-yield preferred shares and shore up its balance sheet.
Via MarketBeat · November 2, 2026
Uranium Prices Are Near Historic Highs—So Why Hasn’t Cameco Followed?marketbeat.com
Cameco missed Q3 2026 earnings and revenue estimates as production fell and costs rose, with contract ceilings and buy-ins preventing the uranium miner from fully capturing soaring spot prices.
Via MarketBeat · November 2, 2026
Royal Caribbean Buys the Beach as Norwegian Fixes the Shipmarketbeat.com
Royal Caribbean and Norwegian both beat Q3 earnings estimates, but diverge for 2027: RCL pursues a $3 billion Sandals resort stake while NCLH focuses on cost cuts and debt reduction.
Via MarketBeat · November 2, 2026
SK hynix Says Memory Demand Beats Supply Through 2030—What It Means for Micron and SanDiskmarketbeat.com
SK hynix posted record Q3 revenue and added long-term AI customer contracts, while Micron and SanDisk also disclosed multiyear agreements shaping memory chip supply and pricing through 2030.
Via MarketBeat · November 2, 2026
STMicroelectronics Could Reach New Highs—Here's What Needs to Happenmarketbeat.com
STMicroelectronics posted Q3 revenue up 17.9% and strong Q4 guidance, with analysts maintaining a Moderate Buy rating and seeing 50% upside for STM shares.
Via MarketBeat · November 2, 2026
Fermi Advances Project Matador, Pivots to Powered-Land Strategy as Director Vote Failsmarketbeat.com
Fermi (NASDAQ:FRMI) said at its annual shareholder meeting that it is advancing development at its Project Matador site while shifting its commercial strategy toward a powered-land model for prospective tenants. Chief Executive Officer Lee McIntire, who said he assumed the CEO role in August, chara
Via MarketBeat · November 2, 2026
What POSCO (PKX) Said on Its Q3 Earnings Callmarketbeat.com
POSCO (NYSE:PKX) Holdings reported third-quarter revenue of KRW 19.1 trillion and operating profit of KRW 945 billion, extending a three-quarter improvement in earnings as stronger steel profitability offset losses in lithium-related operations. Operating profit rose from KRW 707 billion in the fir
Via MarketBeat · November 2, 2026
Marvell Eyes a Swing for the AI Networking Fences as Markets Weigh Lumentum Price Tagmarketbeat.com
Marvell is reportedly in advanced, all-stock talks to buy Lumentum for about $83 billion to expand in optical networking, sending Marvell shares down roughly 13%.
Via MarketBeat · November 1, 2026
Exxon's Refining Profits Soared—Did Chevron Get the Same Windfall?marketbeat.com
Exxon and Chevron topped Q3 2026 estimates, but refining margins drove Exxon's beat while upstream earnings fell, contrasting with Chevron's more balanced production-driven results.
Via MarketBeat · November 1, 2026
Eli Lilly’s First Full Medicare Quarter: Is Volume Still Outrunning Price Cuts?marketbeat.com
Eli Lilly posted 39% YOY revenue growth in Q3 2026 on strong Mounjaro and Zepbound sales, raising full-year guidance even as Medicare's GLP-1 Bridge program pressures drug pricing.
Via MarketBeat · November 1, 2026
Oracle's AI Spending Peak Is in Sight—Can the Stock Recover?marketbeat.com
Oracle's investor day revealed a path to positive free cash flow by fiscal 2028, capped financing, and declining CapEx, with analysts citing about 60% upside despite a wait-and-see stance.
Via MarketBeat · November 1, 2026
LyondellBasell's Dividend Looks Safer, But a New Risk Could Change Thatmarketbeat.com
LyondellBasell cut its dividend to 69 cents per share, but Q3 cash flow shows it's well covered, even as unconfirmed reports of a $14 billion Shell asset acquisition raise debt concerns.
Via MarketBeat · November 1, 2026