Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/57 items/As of 2026-10-27
Upcoming
43
Earnings
43
Surprises
1
Post-earnings
6
Event Tape
8
Macro Notes
0
Earnings
43 items
Scheduled reports and post-earnings memos
Time pending
BRK.A earnings
Berkshire is liquid and no major balance-sheet or governance disqualifier was identified, but its Nov. 2 date and Q3 consensus are supported mainly by third-party estimates, and the checked evidence does not establish positive estimate revisions, business inflection, or required tape signals.
Berkshire Hathaway Inc Class A Common
Recent Context
Already-happened research items are kept for context, newest first.
Earnings
6 items
Scheduled reports and post-earnings memos
Earnings 2026-10-20
ADC post-earnings memo
The earnings tone is mixed: reported FFO and revenue modestly topped the cited consensus, but investment guidance was reduced. An early quoted October 21 premarket price of $66.78 was about 0.45% below the $67.08 October 20 close; regular-session post-release reaction was not yet available, and the October 20 gain preceded the release. [Premarket quote](https://stockanalysis.com/stocks/adc/) Baird's reported $77-to-$76 target cut is an initial revision, not evidence of a broad analyst reset. Options, short-interest and social measures were unavailable; their zero placeholders above are not observations.
Agree Realty
Earnings 2026-10-20
ARR post-earnings memo
The October 20 close of $12.68 was up 3.26% after a 6.97% decline on October 19, but both moves preceded the scheduled Q3 release and cannot be attributed to its results. Price history: https://stockanalysis.com/stocks/arr/history/ No Q3 surprise, management driver commentary or post-print analyst revision exists yet in the checked evidence. The numeric social, options, short-interest and employee fields are unavailable placeholders, not observed readings. The deterministic prior shifted from negative to neutral, but the missing Q3 results warrant cautious monitoring rather than a bullish upgrade.
ARMOUR Residential REIT
Earnings 2026-10-20
ICLR post-earnings memo
Neutral, low-conviction monitoring view. ICON has not yet released Q3 results, so an earnings surprise, post-release price reaction and post-print analyst revisions are unavailable—not positive signals. The supplied $174.19 price is an October 20 anchor, not a post-earnings reaction. Deterministic evidence quality is low (0.24) and uncertainty high (0.793), despite the scheduled event's high novelty score.
ICON
Earnings 2026-10-20
VMI post-earnings memo
The company-confirmed EPS beat and guidance raise are positive, but the revenue miss and October 20 close down 0.35% suggest no sustained first-day repricing; the intraday range was wide. No verified post-print analyst target or estimate revisions, options skew, short-interest reading, employee score, or sufficient social coverage are available. Sentiment numerics other than headline buzz should therefore be treated as unavailable, not neutral observations. [#SEC-8K-2026-10-20] [Price history](https://stockanalysis.com/stocks/vmi/history/)
Valmont Industries
Earnings 2026-10-16
TFC post-earnings memo
The stock closed at $47.07 on the October 16 earnings day, up about 1.1% from the prior close, and the packet's October 20 adjusted-close anchor is $47.33. The initial gain therefore broadly held, but it does not establish that investors endorsed every part of the print. Verified post-print analyst target cuts and the small adjusted earnings miss keep sentiment mixed despite stronger primary-source evidence. Social, options, short-interest and employee measures were not supplied; zero values above denote unavailable data, not neutral readings. [StockAnalysis price history](https://stockanalysis.com/stocks/tfc/history/) [Benzinga analyst actions](https://www.benzinga.com/quote/TFC/price-targets)
Truist Financial
Earnings 2026-10-16
TRV post-earnings memo
The release and post-print revisions are constructive, consistent with the deterministic positive prior, but do not establish a major long-duration thesis change. The stock's October 20 close was $395.73, above the October 16 close of about $389.54 after an intervening October 19 decline, so the initial reaction was uneven rather than a straight-line rally ([price history](https://www.financecharts.com/stocks/TRV/summary/price)). Analyst targets rose, yet Hold/Market Perform calls and targets below the anchor temper enthusiasm. Social, options, short-interest and employee measures were unavailable in the packet; zeros in the optional sentiment fields denote unavailable data, not neutral readings.
Travelers Companies
News & Research
8 items
Material events, systemic alerts, and macro notes
00:02

