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 2026-10-16
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
Earnings 2026-10-16
RF post-earnings memo
The Q3 print strengthens the prior neutral thesis, consistent with the packet's positive deterministic prior, but the response is not unequivocally bullish. Regions' investor-relations page recorded a roughly 0.5% gain on October 16; Benzinga reported a roughly 0.8% decline on October 19, while the packet's October 20 close was $27.85. Stephens and RBC both cut targets after results. Revenue-surprise reports differ by source, so no revenue beat or miss is assumed. Social, options and short-interest coverage is unavailable; the zero values above denote unavailable inputs, not measured neutrality. [Regions investor relations](https://ir.regions.com/home/default.aspx) [Post-print analyst coverage](https://www.benzinga.com/analyst-stock-ratings/price-target/26/10/62450833/regions-financial-analysts-cut-their-forecasts-after-q3-results)
Regions Financial
Earnings 2026-10-16
RBCAA post-earnings memo
Constructive second-quarter operating evidence is offset by an unverified third-quarter earnings trigger. No attributable post-release price reaction or post-print analyst revision was found; the October 20 anchor must not be described as an earnings reaction. The packet's positive deterministic prior supports continued monitoring, not a confirmed thesis upgrade. Sentiment metrics other than headline buzz are unavailable; zero denotes unavailable, not a measured neutral reading.
Republic Bancorp
Earnings 2026-10-16
PFIS post-earnings memo
Treat this as a low-coverage monitoring update, not a confirmed T+3 earnings reaction. The checked company source supports Q2 results, but no October print, post-print price reaction or analyst target revision was verified. Zero-valued sentiment fields indicate unavailable measurements, not neutral readings. The deterministic negative directional prior warrants caution despite the earlier positive baseline.
Peoples Financial Services
Earnings 2026-10-16
MTB post-earnings memo
The company-confirmed print improves on the prior April monitoring baseline, consistent with the deterministic score's positive directional prior, but the follow-through is mixed. [MarketBeat](https://www.marketbeat.com/stocks/NYSE/MTB/earnings/) records a roughly 1.6% decline on October 16, while the packet's October 20 anchor of $218.35 is near the implied pre-release close; the initial decline did not persist through that anchor. Multiple post-print target cuts are available, but a reliable aggregate forward-estimate revision series is not. No sufficient social, options, short-interest or employee-sentiment measurements were supplied; numeric sentiment placeholders should not be interpreted as observations.
M&T Bank
Earnings 2026-10-16
GBFH post-earnings memo
Neutral monitoring view. The $17.31 October 20 packet anchor is below the $17.52 October 16 close reported by market coverage, but this is not a post-earnings reaction: Q3 results are scheduled for October 28. [Company IR](https://www.gbankfinancialholdings.com/) No verified Q3 analyst revisions, surprise figures, or transcript are available. Sentiment data fields set to zero above denote unavailable measurements, not observed neutral readings. Earlier August insider purchases are disclosed but do not establish operating improvement. [#SEC-FORM4-2026-08-05] [#SEC-FORM4-2026-08-07]
GBank Financial
News & Research
8 items
Material events, systemic alerts, and macro notes
08:52
News72External coverage
Building U.S. data centers is getting so expensive that AI companies are moving overseas00:11
News72External coverage
Cream cheese and deli salads recalled over potential listeria contamination
