Calendar
Earnings, material events, systemic alerts, and macro research on one tape.
Window 30d/79 items/As of 2026-10-28
Upcoming
65
Earnings
65
Surprises
5
Post-earnings
6
Event Tape
8
Macro Notes
0
Earnings
65 items
Scheduled reports and post-earnings memos
amc
AMD earnings
AMD has clear data-center and AI momentum and gained 4.8% from Oct. 20 to Oct. 27, with an Oct. 27 close in the upper part of that session’s range. But Zacks reported the Q3 EPS consensus had slipped 0.07% over 30 days, and the checked sources did not establish positive revenue revisions or a positive ESP/whisper gap; the observed recent volume evidence also falls short of confirming the required 1.5x threshold. The setup is therefore a near miss, not a qualifying surprise screen.
Advanced Micro Devices Inc Common
amc
AMGN earnings
AMGN has a meaningful positive whisper gap ($6.07 versus $5.70 consensus) and management previously raised 2026 revenue and EPS guidance; strong growth-driver sales support the operating story. The stock closed near its three-session high, but recent volume did not establish 1.5x accumulation, XLV was slightly weaker, and the higher informal bar plus spending and loss-of-exclusivity concerns temper the setup.
Amgen Inc Common
amc
ANET earnings
ANET shows compelling AI-networking demand and sharp two-session recovery, with an Oct 27 close above 0.75 of the day's range. However, the checked earnings sources provided consensus estimates but no verifiable positive EPS revision, ESP, or whisper gap; company commentary also pointed to supply execution and a reaffirmed rather than raised AI-fabrics target. Recent volume did not reach 1.5x normal, leaving the setup incomplete despite strong business momentum.
Arista Networks Inc Common
amc
BKNG earnings
Q2 gross bookings and revenue grew year over year, but company Q3 guidance called for 4%–6% growth and explicitly noted persistent travel-demand risks; no positive estimate-revision or revenue-upside evidence was found, while the shares fell about 8.4% over five sessions.
Booking Holdings Inc Common
amc
ALAB earnings
Astera has strong recent AI-connectivity growth and a sharp Oct. 27 rebound, but the available preview shows estimates broadly within company guidance rather than a demonstrated positive revision or revenue-upside signal; the rebound was only about 1.2x typical volume, and the shares remain well below their September/October highs. The evidence does not support a qualifying surprise setup.
Astera Labs Inc 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
VKTX post-earnings memo
The packet contains constructive clinical headlines, but no verified October 20 earnings release, earnings-linked price reaction, consensus surprise or post-print analyst revision. Zeroes in unverified sentiment fields denote unavailable data, not neutral measured readings. The $26.71 October 20 anchor is not evidence of a post-release move. The scheduled earnings trigger should therefore be treated as unconfirmed, with the negative deterministic return prior and financing/cash-burn risks tempering the clinical positives.
Viking Therapeutics
Earnings 2026-10-20
VICR post-earnings memo
The stock closed October 20 at the packet's $204.14 anchor, up 7.06% from $190.68 on October 19, following the pre-market release (price history: https://www.financecharts.com/stocks/VICR/summary/price). That is an immediate positive reaction, not proof it will hold. Q3 revenue beat the Zacks pre-release estimate, but its EPS estimate implies a miss; published consensus figures conflict. Post-print analyst revisions and target changes were not verified at this T+1 point. Strong primary-source results warrant updating the prior thesis, but the negative deterministic directional prior, royalty lumpiness and incomplete revision signal still favor monitoring.
Vicor
Earnings 2026-10-20
UCB post-earnings memo
UCB closed October 20 at $35.47, up 5.0% on the earnings-release day, so some improvement is already reflected in price (https://oicharts.com/us/stocks/UCB). The operating EPS result matched the cited FactSet consensus. No reliable post-print analyst target or estimate revision was established by this early T+1 review; zero-valued sentiment fields denote unavailable measurements, not neutral readings. The stored earnings-document row concerns another bank and was excluded.
United Community Banks
Earnings 2026-10-20
UAL post-earnings memo
The release shows strong revenue but a weak Q4 profit outlook, shifting the prior positive thesis toward cautious monitoring. Early coverage reports a premarket dip tied to guidance; a settled T+1 price reaction is not established against the packet's October 20 anchor. [Investing.com](https://au.investing.com/news/stock-market-news/united-airlines-falls-on-weak-fourth-quarter-guidance-4702383) Verified post-print analyst revisions remain unavailable. Social, options, short-interest and employee measures are unavailable; their zero fields denote missing data, not neutral readings.
United Airlines
Earnings 2026-10-20
SYF post-earnings memo
The positive deterministic prior reflects a meaningful earnings update, but the October 20 close of $73.36 was down 1.19% despite the EPS beat. That muted negative reaction is consistent with investor concern about expenses and reserves, though its cause is not established. One reported Jefferies reiteration is available; a broader analyst-revision series is not. Social, options, short-interest and employee measures are unavailable, and their zero values above are placeholders, not observations. [October 20 price history](https://stockanalysis.com/stocks/syf/history/) [Jefferies coverage](https://www.investing.com/news/analyst-ratings/jefferies-reiterates-synchrony-financial-stock-rating-on-earnings-beat-93CH-4959867)
Synchrony Financial
Earnings 2026-10-20
PEGA post-earnings memo
The initial reaction was negative: Investing.com reported a 3.4% after-hours decline on October 20 and roughly 4% pre-open weakness on October 21, linked to the earnings misses. [Initial reaction](https://ca.finance.yahoo.com/news/pegasystems-falls-third-quarter-misses-205409063.html) [Pre-open reaction](https://ng.investing.com/news/stock-market-news/why-is-pegasystems-stock-sliding-today-93CH-2747612) Citizens reiterated Market Perform, but a reliable post-print target or estimate-revision series is not available. The $36.23 anchor predates the full October 21 session; whether the initial decline holds is unconfirmed. Social, options, short-interest, and employee-sentiment measures are unavailable in the packet.
Pegasystems
News & Research
8 items
Material events, systemic alerts, and macro notes
00:01
00:01
Hain Celestial (HAIN) Shares Rally After Earnings Beat Despite Revenue Decline
Hain Celestial Group

