https://www.quantisnow.com/articles/qnity-q3-adjusted-eps-55-pro-forma-vs-20-reported-gaap-eps-down-14-and-guide-implies-softer-q4Quantisnowen2026-11-04T21:03:07.046ZQnity's 55% Q3 adjusted EPS jump is 20% on reported base, GAAP EPS fell 14%, and the guide implies a softer Q4Q, ENTG, MKSI https://www.quantisnow.com/articles/royalty-pharma-q3-receipts-up-9-but-portfolio-cash-flow-up-2-as-interest-paid-jumps-44mQuantisnowen2026-11-04T20:02:34.764ZRoyalty Pharma's 9% Q3 receipts growth became 2% cash growth as interest paid rose $44M and absorbed 72% of the EBITDA gainRPRX, AMGN, ABBV, JNJ, GILD, ALNY https://www.quantisnow.com/articles/kraft-heinz-q3-eps-beat-by-0-10-but-lower-tax-rate-drives-most-of-the-0-04-guide-raiseQuantisnowen2026-11-04T19:02:35.352ZKraft Heinz Q3 EPS beats by about $0.10, but a one-point lower tax rate explains most of the $0.04 guide raiseKHC, GIS, CAG, CPB https://www.quantisnow.com/articles/intel-ceo-lip-bu-tan-buys-9-7m-at-64-73-32-percent-below-august-entryQuantisnowen2026-11-04T18:02:27.440ZIntel CEO Lip-Bu Tan buys $9.7M of stock at $64.73, 32% below his August entry, adding to a position now under waterINTC, BRK.B, BA https://www.quantisnow.com/articles/adient-400m-buyback-4-95-tax-plan-trigger-q4-eps-miss-and-73-4-short-volume-nov-3Quantisnowen2026-11-04T17:03:16.631ZAdient's $400M buyback and 4.95% tax-plan trigger land with a Q4 EPS miss, and Nov 3 short volume hit 73.4%ADNT https://www.quantisnow.com/articles/hp-names-ex-gsk-chief-emma-walmsley-ceo-jan-4-2027-interim-ceo-broussard-becomes-chairQuantisnowen2026-11-04T16:02:42.616ZHP names ex-GSK chief Emma Walmsley CEO from Jan 4, 2027 as the interim CEO becomes chair and memory costs squeeze PCsHPQ, GSK, HLN, MSFT, AAPL, DELL https://www.quantisnow.com/articles/analyst-upgrades-20-session-edge-fades-by-60-sessions-118-event-studyQuantisnowen2026-11-04T15:01:50.822ZAnalyst upgrades beat SPY by a median 1.72% over 20 sessions, but the edge turns to -0.54% by 60 sessionsSPY, NSIT, CRWD, TWLO, STM, CAPR, BWA, RACE https://www.quantisnow.com/articles/emerson-14-order-growth-vs-5-sales-guide-fy27-buyback-eps-bridgeQuantisnowen2026-11-04T14:02:26.227ZEmerson's 14% Order Jump Meets a 5% FY27 Sales Guide, and Buybacks Cover Part of the 10% EPS GrowthEMR, GWW https://www.quantisnow.com/articles/mcdonalds-q3-eps-beat-5-6-percent-on-50-2-margin-revenue-miss-us-comps-fallQuantisnowen2026-11-04T13:02:40.912ZMcDonald's beats Q3 EPS by 5.6% on a 50.2% operating margin while revenue misses by 1.9% and U.S. comparable sales fall 0.2%MCD https://www.quantisnow.com/articles/datadog-beats-q3-guide-5-percent-guides-q4-flat-uber-bookings-outrun-revenue-citi-cuts-adobe-premarket-nov-4Quantisnowen2026-11-04T12:52:28.693ZDatadog beats its Q3 guide by 5% but guides Q4 revenue flat, Uber bookings outrun revenue, and Citi cuts Adobe to SellDDOG, UBER, MCD, ADBE, AAPL, XOM, EMR, CVE https://www.quantisnow.com/articles/cvs-raises-2026-eps-guide-to-at-least-8-20-after-0-47-q3-beat-floor-implies-q4-eps-of-only-0-96Quantisnowen2026-11-04T12:03:00.199ZCVS raises 2026 EPS guide to at least $8.20 after a $0.47 Q3 beat, but the floor implies Q4 EPS of only $0.96CVS, UNH, HUM, ELV, COR https://www.quantisnow.com/articles/afg-48-core-eps-jump-rests-on-126m-marina-gain-while-specialty-pc-underwriting-profit-fellQuantisnowen2026-11-04T10:02:49.663ZAFG's 48% core EPS jump rests on a $126M marina gain worth about $1.20 a share, while Specialty P&C underwriting profit fellAFG, AIG https://www.quantisnow.com/articles/unum-q3-adjusted-eps-beat-leans-on-0-33-reserve-releases-as-group-disability-benefit-ratio-jumps-to-67-1Quantisnowen2026-11-04T09:03:02.108ZUnum's $2.20 Q3 adjusted EPS beat leans on $0.33 of reserve releases while group disability benefit ratio jumps to 67.1%UNM, PRU, HIG, MET, LNC https://www.quantisnow.com/articles/toast-q3-adjusted-ebitda-240m-beats-guide-eps-miss-or-beat-depends-on-consensus-as-cfo-gomez-exitsQuantisnowen2026-11-04T08:03:04.921ZToast beat its own Q3 guide with $240M adjusted EBITDA, yet a $0.37 vs $0.26 consensus split made it a miss and the CFO is leavingTOST, XYZ https://www.quantisnow.com/articles/sysco-gaap-eps-up-10-1-on-234m-rate-lock-gain-but-adjusted-eps-grows-3-5-and-inflation-miss-hits-salesQuantisnowen2026-11-04T07:02:46.829ZSysco's 10.1% GAAP EPS gain rests on a $234M rate-lock gain while adjusted EPS rose only 3.5% and the stock fell 7.6%SYY, USFD, PFGC https://www.quantisnow.com/articles/astera-labs-q3-margin-jumps-560-bp-to-44-7-but-q4-opex-guide-rises-22-faster-than-q3Quantisnowen2026-11-04T06:02:30.033ZAstera Labs' Q3 margin jumped 560 bp to 44.7% on $585M revenue, but the Q4 opex guide rises about 22%, faster than Q3's 19%ALAB, ANET, AMD https://www.quantisnow.com/articles/aig-q3-combined-ratio-up-4-5-points-underlying-only-0-1-catastrophes-reserve-releases-buybacksQuantisnowen2026-11-04T05:03:03.420ZAIG's Q3 combined ratio rose 4.5 points but the underlying ratio moved only 0.1 as catastrophes and thinner reserve releases did the damageAIG, MRSH, AON, AJG https://www.quantisnow.com/articles/berkshire-buys-26-9m-of-sirius-xm-80-on-day-one-then-keeps-buying-as-price-climbs-4-6Quantisnowen2026-11-04T04:03:01.807ZBerkshire buys $26.9M of Sirius XM over three sessions, 80% on day one, then keeps paying up as the price rises to $30.51BRK.B, SIRI, BA, CAT, TSM https://www.quantisnow.com/articles/booking-q3-eps-beat-buybacks-twice-free-cash-flow-cash-falls-1-5b-to-16-2bQuantisnowen2026-11-04T03:02:36.966ZBooking's Q3 EPS beat by $0.17, but buybacks of $2.1B ran at twice free cash flow and cash fell $1.5B to $16.2BBKNG, ABNB, EXPE https://www.quantisnow.com/articles/keurig-dr-pepper-q3-eps-beat-smaller-than-99m-tariff-refund-worth-about-0-07-a-shareQuantisnowen2026-11-04T02:02:44.665ZKeurig Dr Pepper's $0.04 Q3 EPS Beat Is Smaller Than the $99M Tariff Refund, Worth About $0.07 a Share Before TaxKDP, KOF, AAPL https://www.quantisnow.com/articles/boeing-directors-buckley-mollenkopf-buy-1-51m-near-52-week-low-after-737-max-ramp-slipQuantisnowen2026-11-04T01:02:30.853ZTwo Boeing directors buy $1.51M of stock near the 52-week low, roughly doubling their direct stakes after the 737 MAX ramp slippedBA, TSM https://www.quantisnow.com/articles/block-q3-gross-profit-beat-105m-guide-raise-116m-leaves-only-10m-for-q4-implied-growth-15-percentQuantisnowen2026-11-04T00:02:52.884ZBlock's Q3 gross profit beat its guide by $105M, and $116M raise to 2026 outlook leaves only about $10M of new Q4 expectationXYZ https://www.quantisnow.com/articles/amgen-q3-gaap-eps-up-19-but-non-gaap-operating-income-up-9-and-free-cash-flow-falls-to-3-7bQuantisnowen2026-11-03T23:03:23.477ZAmgen's Q3 GAAP EPS jumps 19% but non-GAAP operating income rose only 9% as free cash flow fell to $3.7BAMGN https://www.quantisnow.com/articles/spy-gains-while-rsp-falls-amd-up-9-after-hours-mgm-director-buys-51-7mQuantisnowen2026-11-03T22:17:22.681ZMegacaps lift S&P 500 as equal weight falls, AMD jumps 9.2% after hours on a $17B Q4 guide and MGM director buys $51.7MAMD, SPY, RSP, XYZ, TOST, MGM, MRVL, SMCI https://www.quantisnow.com/articles/arista-q3-revenue-beats-guide-by-10-9-and-q4-guide-tops-consensus-by-8-to-11-as-gross-margin-slips-to-64Quantisnowen2026-11-03T22:02:35.348ZArista's Q3 revenue beat its own guide by 10.9% and Q4 guidance sits 8% to 11% above consensus, but gross margin fell 1.2 pointsANET, AMD, MRVL, LITE https://www.quantisnow.com/articles/shopify-q3-revenue-growth-slows-to-31-6-and-misses-by-28m-as-opex-beats-guide-and-shares-fall-7-6Quantisnowen2026-11-03T21:02:57.712ZShopify Q3 revenue growth slows to 31.6% and misses consensus by $28M as opex beats guide and shares fall 7.6%SHOP, TWLO, FISV https://www.quantisnow.com/articles/caterpillar-director-fish-buys-620390-after-9-3-post-earnings-drop-lone-buy-among-33-insider-tradesQuantisnowen2026-11-03T20:02:45.776ZCaterpillar director Fish buys $620,390 of stock after a 9.3% post-earnings drop, the only buy among 33 insider trades in six monthsCAT, TSM, WM https://www.quantisnow.com/articles/organigram-aurora-c7-80-bid-half-cash-ogi-drop-cuts-combined-election-to-c7-39Quantisnowen2026-11-03T19:02:47.190ZOrganigram's C$7.80 Aurora bid is only half cash: a 10% OGI drop cuts the combined election to about C$7.39BTI, OGI, ACB https://www.quantisnow.com/articles/waters-q3-beat-is-legacy-driven-as-bd-businesses-grow-1-2-and-gaap-eps-falls-to-0-82Quantisnowen2026-11-03T18:02:47.056ZWaters' Q3 beat came from legacy Waters up 9% while the BD businesses grew about 1.2% and GAAP EPS fell to $0.82WAT, BDX, BRKR https://www.quantisnow.com/articles/cvr-energy-750m-stock-sale-follows-4-2b-marathon-deal-as-icahn-sells-250m-while-committing-500mQuantisnowen2026-11-03T17:03:07.861ZCVR Energy's $750M Stock Sale Lands Hours After Its $4.2B Marathon Deal, and Icahn Is Selling $250M of ItCVI, MPC, MPLX, IEP https://www.quantisnow.com/articles/mplx-12-5-payout-raise-outruns-4-7-dcf-growth-as-management-flags-2027-ebitda-lossQuantisnowen2026-11-03T17:02:38.401ZMPLX's 12.5% payout raise outruns 4.7% DCF growth, and management says a fourth straight 12.5% raise is not assuredMPLX, MPC, CVI https://www.quantisnow.com/articles/ametek-q3-eps-beat-emg-supplied-48-of-profit-growth-as-0-36-add-back-runs-80-above-2024Quantisnowen2026-11-03T16:02:59.643ZAMETEK's $0.10 Q3 EPS beat leans on EMG, which supplied about 48% of profit growth, while the $0.36 add-back is 80% above 2024AME, ETN, WAT https://www.quantisnow.com/articles/crowdstrike-s-reported-495m-fiddler-dreadnode-deals-may-book-below-headline-as-sgnl-and-seraphic-didQuantisnowen2026-11-03T15:03:08.609ZCrowdStrike's Reported $495M for Fiddler and Dreadnode May Book Lower, as January's SGNL and Seraphic Deals DidCRWD, PANW, ZS https://www.quantisnow.com/articles/pfizer-s-1-5b-revenue-guide-raise-is-2-1x-its-q3-beat-but-the-0-10-eps-raise-trails-the-0-14-beatQuantisnowen2026-11-03T14:02:58.744ZPfizer's $1.5B revenue guide raise is 2.1x its Q3 beat, but the $0.10 EPS raise trails the $0.14 beat as revenue slips 0.4%PFE, BMY, MRK, NVS https://www.quantisnow.com/articles/fiserv-s-6-45b-goodwill-charge-drives-11-17-gaap-loss-but-adjusted-operating-income-fell-17Quantisnowen2026-11-03T13:02:37.826ZFiserv's $6.45B goodwill charge drives an $11.17 GAAP loss, but a 17% drop in adjusted operating income is the real Q3 issueFISV, FIS, JKHY, GPN, XYZ https://www.quantisnow.com/articles/eaton-raises-guide-marvell-two-downgrades-and-only-perion-has-a-catalyst-in-nov-3-premarketQuantisnowen2026-11-03T12:53:30.382ZEaton beats and raises on 19% organic growth while Marvell takes two downgrades and only Perion has a clear pre-market catalystETN, MRVL, LITE, PERI, CASK, BE, MRSH, AON https://www.quantisnow.com/articles/cvr-s-4-2b-marathon-refinery-deal-is-2-9x-annualized-ebitda-but-record-margins-set-the-priceQuantisnowen2026-11-03T12:03:11.806ZCVR Energy's $4.2B Marathon refinery deal is about 2.9x annualized EBITDA, but record margins set the priceCVI, MPC, IEP, MPLX, VLO, PSX https://www.quantisnow.com/articles/adm-nine-month-adjusted-eps-4-32-tops-february-guide-third-raise-hinges-on-implied-q4Quantisnowen2026-11-03T11:03:34.017ZADM's $4.32 of nine-month adjusted EPS already tops its February guide, so the third raise turns on what Q4 must deliverADM https://www.quantisnow.com/articles/rollins-family-vehicle-lor-buys-50m-of-stock-at-34-59-34-below-the-company-s-h1-buyback-priceQuantisnowen2026-11-03T09:02:52.065ZRollins family's LOR buys $50M of stock at $34.59, 34% below the company's own H1 buyback priceROL, NTRS https://www.quantisnow.com/articles/neurocrine-q3-revenue-up-41-but-vykat-xr-adds-107m-organic-27-8-and-cash-falls-to-790mQuantisnowen2026-11-03T08:02:55.037ZNeurocrine's 41% Q3 revenue jump includes $107M from Vykat XR, so organic growth was about 27.8% as cash fell to $790MNBIX, VRTX https://www.quantisnow.com/articles/onsemi-q3-beat-is-1-3-over-guide-midpoint-but-gross-margin-reaches-41-2-and-ai-data-center-hits-180mQuantisnowen2026-11-03T07:03:08.621Zonsemi's Q3 beat is narrow at 1.3% over the guide midpoint, but gross margin hit 41.2% and AI data center reached $180MON, MPWR, VICR https://www.quantisnow.com/articles/realty-income-q3-affo-1-12-guide-raise-implies-weaker-q4-1-10-to-1-11-as-per-share-growth-slows-to-3-7Quantisnowen2026-11-03T06:02:42.962ZRealty Income's $0.01 AFFO guide raise implies Q4 AFFO of $1.10 to $1.11, below Q3's $1.12, as per-share growth slows to 3.7%O, NNN, ADC, WPC https://www.quantisnow.com/articles/marvell-lumentum-fixed-4-5x-ratio-worth-771-at-monday-close-32-percent-below-1132-headlineQuantisnowen2026-11-03T05:03:55.673ZMarvell's Fixed 4.5x Offer for Lumentum Was Worth $771 a Share at Monday's Close, 32% Below the $1,132 HeadlineMRVL, LITE, COHR https://www.quantisnow.com/articles/oracle-20b-raise-notes-7-to-8-65-pct-210-to-220-bp-over-cheniere-wabtec-stock-at-116Quantisnowen2026-11-03T04:02:58.066ZOracle's $20B raise prices notes at 7.0% to 8.65%, 210 to 220 bp above Cheniere and Wabtec 2037 notes, with stock sold at $116ORCL, LNG, WAB, BX, HCA https://www.quantisnow.com/articles/palantir-q3-revenue-beats-guide-by-6-9-but-tcv-grows-6-and-rpo-flat-at-4-9bQuantisnowen2026-11-03T03:02:55.555ZPalantir's Q3 revenue beats its guide by 6.9% but TCV grows just 6% and RPO sits flat at $4.9BPLTR, CRWD, ORCL https://www.quantisnow.com/articles/vertex-q3-guide-up-50m-crinetics-may-explain-most-of-it-and-underlying-growth-is-about-10-5-percentQuantisnowen2026-11-03T02:02:44.121ZVertex raises 2026 revenue guide $50M to $13.15B-$13.25B, but Crinetics may account for most of it and underlying Q3 growth is about 10.5%VRTX, CRSP https://www.quantisnow.com/articles/sp-500-third-straight-loss-tech-drops-2-92-oil-falls-7-16-equal-weight-rsp-gains-0-76Quantisnowen2026-11-02T22:18:47.162ZS&P 500 slips a third day as tech drops 2.92% and oil falls 7.16%, while equal-weight RSP gains 0.76%SPY, QQQ, RSP, XLK, XLE, USO, ORCL, AAPL https://www.quantisnow.com/articles/apple-s-114-5b-q4-beats-its-9-to-11-guide-but-a-0-05-tariff-refund-flatters-the-2-10-epsQuantisnowen2026-11-02T22:02:41.364ZApple's $114.5B September Quarter Beats Its 9% to 11% Guide, but $0.05 of Tariff Refunds Flatters the $2.10 EPSAAPL, PLTR https://www.quantisnow.com/reports/2026-11-04/premarket-moversQuantisnowen2026-11-04T12:30:14.062ZBiggest movers of the November 3, 2026 session https://www.quantisnow.com/reports/2026-11-03/post-marketQuantisnowen2026-11-03T21:45:25.053ZTech and Comms lead as Staples and Materials drop about 2% - post-market report, Nov 3, 2026 https://www.quantisnow.com/reports/2026-11-03/premarket-moversQuantisnowen2026-11-03T12:30:13.770ZPre-market movers - November 3, 2026 https://www.quantisnow.com/reports/2026-11-02/post-marketQuantisnowen2026-11-02T21:45:52.028ZTech and energy sink the S&P while cyclicals and staples rise - post-market report, Nov 2, 2026