Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/142 items/As of 2026-10-31
Upcoming
128
Earnings
128
Surprises
15
Post-earnings
6
Event Tape
8
Macro Notes
0
Earnings
103 items
Scheduled reports and post-earnings memos
amc
NET earnings
Cloudflare’s reported Q2 2026 revenue growth and a $736.8M Q3 revenue consensus provide a credible business backdrop, but the stock fell sharply into the event: it lost roughly 15.5% from Oct. 26 to Oct. 30, including a high-volume down day. Required positive tape and estimate-upside signals are not supported.
Cloudflare Inc Class A Common
amc
ABNB earnings
ABNB has a small positive whisper-versus-consensus gap and recent company guidance describes strong revenue growth, but the guidance midpoint is slightly below the checked revenue consensus. The stock fell about 4.4% over five sessions, had no close above the 0.75 close-location threshold in the latest three sessions, and no confirmed 1.5x volume session; it does not qualify despite a supportive XLY tape.
Airbnb Inc Class A Common
amc
EOG earnings
EOG has upward EPS estimate revisions, a credible Q3 consensus, and a strong Oct. 30 close, but available checks did not establish positive revenue revisions or a recent >1.5x-volume accumulation day. The company has scheduled its Q3 results for Nov. 5 after close; its IR page separately lists a Nov. 6 results call.
EOG Resources Inc Common
amc
LITE earnings
Lumentum's September-quarter EPS estimate rose from $4.21 to $4.22 over the last month, and its prior company guidance midpoint for $1.25B revenue is in line with reported consensus; management cited accelerating AI-driven optical demand and the stock advanced sharply over the preceding five sessions. However, the late-week reversal and lack of a verified normal-volume comparator temper the setup, while valuation and execution risks remain material.
Lumentum Holdings Inc Common
amc
SPG earnings
Simon has positive, though non-uniform, estimate momentum: checked consensus showed EPS up 1.74% and revenue up 3.69% over three months, and its latest reported quarter showed 96.0% occupancy, higher retailer sales, and raised full-year FFO guidance. The stock gained about 2.4% over five sessions and closed near the top of its Oct 30 range, but a normal-volume comparison was unavailable and its recent earnings history is uneven.
Simon Property Group Inc Common
amc
DVN earnings
DVN has positive near-term estimate revisions, rising revenue expectations, four recent EPS beats per Zacks, and an official Nov. 5 reporting date; the stock also strengthened into the event. However, earnings-whisper EPS is below some consensus figures and the shares lagged the energy sector over the past month, while commodity exposure and transaction execution leave meaningful uncertainty.
Devon Energy Corp Common
amc
TEAM earnings
Earnings Whispers reports a $1.48 whisper against $1.39 consensus, while the prior quarter had strong reported growth; however, no reliable pre-event revenue-revision, verified close-location, or volume-accumulation evidence was found for this screen, and the supplied latest close does not establish recent strength. The positive whisper alone is insufficient for qualification.
Atlassian Corp Class A Common
amc
ED earnings
ED's reported date and consensus figures were available, and the recent close rose with XLU supportive; Con Edison had reaffirmed its 2026 adjusted EPS guidance. But no positive EPS revision, ESP, whisper, or revenue-upside signal was verified, and none of the last three checked sessions closed in the upper quarter of its range.
Consolidated Edison Inc Common
amc
MCHP earnings
A pre-event Zacks article says the estimate-revision combination points toward a likely EPS beat, and recent annualized recovery expectations offer a possible cyclical catalyst. However, exact revision and current-quarter revenue consensus/upside evidence was not verifiable in the checked results, while Oct. 30 brought a high-volume 4.66% selloff and a weak close; it fails the required tape confirmation.
Microchip Technology Inc Common
amc
LYV earnings
Live Nation has strong operating indicators ahead of the report: the latest available filing said 2026 event ticket sales were pacing 11% higher and deferred revenue reached a second-quarter record, while the stock recovered into Oct. 30 on a large-volume up day. But current-quarter revenue consensus estimates varied across checked providers and no positive EPS revision/ESP/whisper was verified; score remains below the required threshold.
Live Nation Entertainment Inc Common
Time pending
ARM earnings
The supplied Nov. 5 date conflicts with checked earnings sources: Earnings Whispers and MarketBeat indicate Nov. 4, while another estimate page shows Nov. 5 and cautions the date may move. Consensus estimates exist, but no positive revisions or required tape confirmation were established; reject on unconfirmed event date and incomplete signals.
ARM Holdings PLC ADR
Earnings
25 items
Scheduled reports and post-earnings memos
bmo
MRNA earnings
MRNA has a modestly favorable EPS revision snapshot and a recent high-volume rebound, but the checked calendar sources describe Nov. 6 as estimated rather than company-confirmed, and no positive revenue revision or upside indicator was verified. The Oct. 22 melanoma-trial data leak coincided with a 17.57% drop and unusually high volume, leaving a volatile, event-driven tape.
Moderna Inc Common
bmo
BAM earnings
Record Q2 fundraising and 20% fee-related-earnings growth, alongside a rising recent share price and several analyst target cuts, create a constructive but mixed backdrop. The checked sources support EPS and revenue consensus, but do not establish positive estimate revisions or an upside surprise signal; recent volume also falls short of a verified accumulation trigger.
Brookfield Asset Management Ltd Class A Voting Common
bmo
HUM earnings
Humana's primary IR estimate table showed near-flat Q3 EPS revisions and a credible consensus source provides EPS and revenue estimates, but the stock weakened into the event and underperformed the rising XLV. Medical-cost and Medicare policy uncertainty remain material, while recent tape did not confirm accumulation.
Humana Inc Common
bmo
VST earnings
Vistra has a company-confirmed Nov. 6 report date and a strongly positive 30-day Q3 EPS revision, alongside long-term power-demand catalysts. However, shares declined about 5.4% from Oct. 26 through Oct. 30, recent closes were weak in their daily ranges, and the latest quarter missed consensus materially. Positive revisions alone do not offset the poor pre-event tape and limited recent execution evidence.
Vistra Corp Common
Recent Context
Already-happened research items are kept for context, newest first.
Earnings
5 items
Scheduled reports and post-earnings memos
Earnings 2026-10-08
PEP post-earnings memo
Stored secondary coverage reports a 3.7% gain on the October 8 release day, yet the October 12 RankAlpha anchor is $126.68; the initial positive reaction should not be extrapolated. The revenue/EPS beat contrasts with the company’s profit-guidance reduction and subsequent reported target cuts. The sentiment fields set to zero above are unavailable measurements, not neutral observations; social coverage is absent. https://finance.yahoo.com/markets/stocks/articles/pepsico-just-reported-earnings-heres-144624494.html
PepsiCo
Earnings 2026-10-08
INTG post-earnings memo
The scheduled October 8 earnings date appears inconsistent with the confirmed September 29 company release; no separate October 8 company print was verified. INTG fell from $32.90 on September 28 to $29.78 on September 30, then recovered to the $32.72 October 12 anchor; price movement alone does not establish its cause. https://stockanalysis.com/stocks/intg/history/ No reliable post-print consensus surprise, target changes, or estimate revisions were verified. The positive deterministic delta prior reflects better reported hotel results, but thin coverage and earnings-quality questions keep conviction moderate.
InterGroup
Earnings 2026-10-08
HELE post-earnings memo
The earnings release supports a more constructive view than the negative pre-print baseline, but price action was uneven: HELE closed at $26.55 on October 8 after reaching $31.98 intraday, held near $26.51 on October 9, then closed at the $28.49 anchor on October 12—about 11.5% above its October 7 close. A reported UBS target increase is a modest revision signal, not a broad analyst endorsement. Social, options, short-interest and employee measures are unavailable; zero fields indicate missing data, not neutral readings. [Historical prices](https://stockanalysis.com/stocks/hele/history/) [UBS target coverage](https://uk.investing.com/news/stock-market-news/ubs-raises-helen-of-troy-stock-price-target-to-29-on-earnings-beat-93CH-4903280)
Helen of Troy
Earnings 2026-10-08
KARO post-earnings memo
The October 5 company announcement schedules Q2 results for October 19, and the company press-release listing shows no intervening Q2 results release as of October 13. Thus the October queue item is not a completed earnings print: an earnings surprise, immediate post-release price reaction and T+3 analyst revisions cannot be assessed. The $61.66 anchor is dated October 12 and is pre-results, not a post-print reaction. Zeros in the sentiment fields denote unavailable measurements, not neutral readings. The deterministic prior is neutral with low evidence quality, warranting a cautious monitoring view. [#PR-EARNINGS-2026-10-05] [Company press releases](https://karooooo.com/press-releases/)
Karooooo
Earnings 2026-10-08
ANGO post-earnings memo
The stock fell from $14.19 on October 7 to $11.23 on earnings day, then closed October 12 at the packet’s $11.40 anchor—about 19.7% below the pre-release close. The reaction has not materially reversed despite a narrower adjusted loss and Med Tech growth. One reported post-print Canaccord Buy/$20 reiteration is not evidence of broad upward revisions; forward-estimate changes were unavailable. Social, options, short-interest and employee measures were not supplied; zeros above mean unavailable, not neutral. [company stock history](https://investors.angiodynamics.com/stock-information/historic-stock-lookup)
AngioDynamics
Earnings
1 item
Scheduled reports and post-earnings memos
Earnings 2026-10-09
DAL post-earnings memo
The initial reported premarket decline of about 4% reversed: DAL closed marginally higher on October 9 at the packet's $82.17 anchor. The mixed reaction fits strong revenue but weaker earnings and a substantial guidance cut. A report cited adjusted EPS of $1.72 versus a $1.76 estimate, but consensus measures vary, so the guidance reset is the firmer signal. Verified post-print analyst revisions are unavailable; zero-valued sentiment fields indicate missing data, not neutral readings. [Stocktwits report](https://finance.yahoo.com/markets/stocks/articles/delta-cuts-2026-earnings-outlook-142917733.html) [Kiplinger market recap](https://www.kiplinger.com/investing/stocks/stocks-climb-a-wall-of-worry-ahead-of-earnings-stock-market-today)
Delta Air Lines
News & Research
2 items
Material events, systemic alerts, and macro notes
News & Research
6 items
Material events, systemic alerts, and macro notes

