https://www.quantisnow.com/articles/hess-midstream-q3-net-income-rises-2-1-on-lower-interest-as-revenue-falls-2-6-and-2027-distribution-stays-flatQuantisnowen2026-10-30T17:02:59.702ZHess Midstream Q3 net income rises 2.1% on lower interest as revenue falls 2.6% and the 2027 distribution is held flatHESM, CVX https://www.quantisnow.com/articles/vistra-closes-cogentrix-4-billion-net-price-7-25x-multiple-becomes-8-5x-on-4-7-billion-gross-valueQuantisnowen2026-10-30T16:02:25.143ZVistra closes Cogentrix at a $4.0 billion net price, but the 7.25x multiple rises to about 8.5x on the $4.7 billion gross valueVST, GEV https://www.quantisnow.com/articles/td-cowen-cuts-boston-scientific-to-hold-with-46-target-as-cyberattack-hides-slowing-underlying-growthQuantisnowen2026-10-30T15:03:15.929ZTD Cowen cuts Boston Scientific to Hold at $46 as the cyberattack explains the Q3 miss but not a Q4 guide implying flat-to-2% underlying growthBSX, SYK, ATEC https://www.quantisnow.com/articles/alnylam-downgraded-twice-as-ttr-guide-slips-to-low-end-and-a-1-9-billion-tax-gain-drives-88-of-profitQuantisnowen2026-10-30T14:02:33.509ZAlnylam is downgraded twice after Q3 as TTR guidance slips to the low end and a $1.9 billion tax gain drives 88% of GAAP profitALNY, PFE, BBIO https://www.quantisnow.com/articles/bofa-cuts-enact-to-underperform-42-target-as-housing-order-hits-three-mortgage-insurersQuantisnowen2026-10-30T13:02:31.223ZBofA cuts Enact two notches to Underperform with a $42 target as a housing order hits three mortgage insurersACT, ESNT, GNW, NMIH, RDN, MTG https://www.quantisnow.com/articles/reddit-q3-revenue-rises-53-but-daily-users-stall-at-130-3-million-and-arpu-supplies-about-73-of-growthQuantisnowen2026-10-30T12:02:57.752ZReddit Q3 revenue rises 53% to $895 million but daily users stall at 130.3 million and higher ARPU supplies about 73% of growthRDDT https://www.quantisnow.com/articles/spx-raises-2026-revenue-guide-40-million-but-cuts-ebitda-midpoint-as-hvac-margins-fall-140-bpQuantisnowen2026-10-30T10:02:32.591ZSPX Technologies Raises 2026 Revenue Guide $40 Million but Cuts EBITDA Midpoint $10 Million as HVAC Margins Fall 140 Basis PointsSPXC https://www.quantisnow.com/articles/bright-horizons-beats-q3-eps-but-cuts-2026-guidance-as-buybacks-drive-the-15-eps-gain-and-294m-impairment-hitsQuantisnowen2026-10-30T09:02:49.598ZBright Horizons beats Q3 EPS at $1.80 but cuts 2026 guidance 1.9% as buybacks drive all of the 15% gain and a $294M impairment hitsBFAM, KLC https://www.quantisnow.com/articles/osi-systems-q1-eps-rises-17-on-5-revenue-growth-as-lower-interest-and-buybacks-offset-130-bp-margin-dropQuantisnowen2026-10-30T07:02:30.515ZOSI Systems Q1 EPS rises 17% on 5% revenue growth as lower interest and buybacks offset a 130 bp gross margin dropOSIS, LDOS https://www.quantisnow.com/articles/interdigital-q3-beat-of-35-4-million-is-mostly-36-2-million-catch-up-revenue-as-arr-growth-slows-to-7Quantisnowen2026-10-30T06:02:49.562ZInterDigital Q3 revenue beats guidance by $35.4 million, but $36.2 million of catch-up payments supplied about 64% of the gain as ARR growth slows to 7%IDCC, AMZN, AAPL https://www.quantisnow.com/articles/ingram-micro-q3-sales-rise-20-8-but-gpu-and-ai-gear-supplied-42-of-the-gain-as-gross-margin-falls-35-bpsQuantisnowen2026-10-30T05:02:54.558ZIngram Micro Q3 sales rise 20.8% to $15.2 billion, but GPU and AI gear supplied about 42% of the gain and gross margin fell 35 basis pointsINGM, SNX, ARW https://www.quantisnow.com/articles/t-rowe-price-q3-outflows-hit-28-3-billion-4-4-times-q2-as-fee-rate-falls-to-37-8-basis-pointsQuantisnowen2026-10-30T04:02:38.211ZT. Rowe Price Q3 Outflows Hit $28.3 Billion, 4.4 Times Q2, as a Lower Fee Rate Trims Revenue Growth to 5.9%TROW, BEN, IVZ https://www.quantisnow.com/articles/gallagher-q3-revenue-rises-18-to-3-93-billion-but-organic-growth-of-5-supplied-about-28-of-the-gainQuantisnowen2026-10-30T03:02:33.081ZGallagher Q3 revenue rises 18% to $3.93 billion, but organic growth of 5% supplied only about 28% of the $600 million gainAJG, MMC, AON, WTW, BRO https://www.quantisnow.com/articles/xylem-guidance-cut-erases-july-eps-raise-as-orders-rise-10-percent-but-revenue-is-flat-barclays-downgradesQuantisnowen2026-10-30T01:02:47.265ZXylem's Oct 27 guidance cut wipes out the July EPS raise as Q3 orders rise 10% but organic revenue is flat, and Barclays downgradesXYL, LII https://www.quantisnow.com/articles/illumina-q3-gaap-eps-jumps-46-on-tariff-refunds-but-ex-refund-eps-rose-7-5-and-q4-guide-implies-11-15-growthQuantisnowen2026-10-30T00:03:22.217ZIllumina Q3 GAAP EPS jumps 46% on tariff refunds, but ex-refund EPS rose 7.5% and the raised guide implies Q4 growth of 11% to 15%ILMN https://www.quantisnow.com/articles/strategy-q3-gain-20-91-billion-adds-only-4742-bitcoin-as-2-04-billion-goes-to-strc-buybacks-and-cfo-exitsQuantisnowen2026-10-29T23:02:40.753ZStrategy's $20.91B Q3 gain on bitcoin hides a 4,742-coin quarter as $2.04B went to STRC buybacks and the CFO leavesMSTR, STRC, STRF, STRK, STRD https://www.quantisnow.com/articles/oct-29-2026-close-equal-weight-beats-cap-weight-servicenow-adt-intel-after-hoursQuantisnowen2026-10-29T22:17:49.930ZEqual weight beats cap weight by 1.54 points as ServiceNow falls 27%, ADT jumps on a $10 buyout and Intel drops 17% after hoursSPY, QQQ, RSP, IWM, NOW, INTC, GKOS, ADT https://www.quantisnow.com/articles/rivian-q3-revenue-jumps-38-to-2-155-billion-but-auto-gross-loss-widens-to-80-million-as-software-covers-itQuantisnowen2026-10-29T22:02:32.866ZRivian Q3 revenue jumps 38% to $2.155 billion, but the auto segment's gross loss widens to $80 million and software covers itRIVN https://www.quantisnow.com/articles/intel-beats-q3-eps-28-percent-but-q4-revenue-guide-sits-9-4-percent-below-consensus-margin-falls-610-bpsQuantisnowen2026-10-29T21:02:48.360ZIntel beats Q3 EPS by 28% but guides Q4 revenue 9.4% below consensus as gross margin drops 610 basis pointsINTC, ORCL, AMD, MSFT, FTNT https://www.quantisnow.com/articles/life-time-q3-revenue-rises-14-2-to-893-5-million-as-price-and-mix-drive-comp-growth-and-members-rise-only-2-2Quantisnowen2026-10-29T20:02:41.883ZLife Time Q3 revenue rises 14.2% to $893.5 million but price and mix supplied 5.4 of 8.7 points of comp growth while members rose just 2.2%LTH https://www.quantisnow.com/articles/leonardo-drs-raises-2026-eps-guide-11-but-tax-rate-cut-to-13-supplies-about-40-of-the-lift-as-ebitda-rises-3-3Quantisnowen2026-10-29T19:03:07.773ZLeonardo DRS raises 2026 EPS guidance 11% but a tax-rate cut to 13% supplies about 40% of the lift while EBITDA guidance rises 3.3%DRS, LHX https://www.quantisnow.com/articles/clorox-names-unilever-s-fabian-garcia-ceo-with-a-100000-salary-and-about-99-of-target-pay-in-stockQuantisnowen2026-10-29T18:02:54.674ZClorox names Unilever's Fabian Garcia CEO with a $100,000 salary and about 99% of target pay in stockCLX, UL, PG, CL, KMB, WFC https://www.quantisnow.com/articles/alkami-tops-activity-screen-four-downgrades-q4-guide-implies-growth-slowing-to-15-6-16-9Quantisnowen2026-10-29T17:02:58.456ZAlkami Tops Abnormal-Activity Screen as Four Brokers Downgrade Before the Open and Q4 Guidance Implies Growth Slowing to 15.6%-16.9%ALKT, BAND https://www.quantisnow.com/articles/west-pharmaceutical-q3-sales-rise-8-7-as-hvp-components-adds-76-8-million-more-than-the-total-70-million-gainQuantisnowen2026-10-29T17:02:37.822ZWest Pharmaceutical Q3 sales rise 8.7% to $874.5 million as HVP Components adds $76.8 million, more than the whole $70.0 million gainWST, LLY https://www.quantisnow.com/articles/xpo-q3-adjusted-eps-jumps-59-to-1-70-but-fuel-surcharges-supplied-59-of-the-218-million-ltl-revenue-gainQuantisnowen2026-10-29T16:02:50.893ZXPO Q3 adjusted EPS jumps 59% to $1.70, but fuel surcharges supplied about 59% of the $218 million LTL revenue gainXPO, SAIA, ODFL, FDX https://www.quantisnow.com/articles/doordash-buys-instacart-for-17-billion-as-deliveroo-supplies-a-third-of-q3-growthQuantisnowen2026-10-29T14:03:21.940ZDoorDash buys Instacart for $17 billion as Deliveroo supplied a third of Q3 growth and an 11% gap to the offer faces a 14 to 20 month reviewDASH, CART, UBER https://www.quantisnow.com/articles/cheniere-q3-revenue-up-39-dividend-raised-adjusted-eps-misses-sabine-pass-volumes-up-1-1Quantisnowen2026-10-29T13:03:46.071ZCheniere Q3 revenue jumps 39% to $6.17 billion and the dividend rises 12%, but adjusted EPS misses and Sabine Pass volumes grow only 1.1%LNG, CQP, XOM, CVX, SHEL, COP, EPD https://www.quantisnow.com/articles/lilly-q3-revenue-up-39-to-24-4-billion-but-900-million-of-one-time-benefits-imply-about-34-underlying-growthQuantisnowen2026-10-29T11:02:19.708ZLilly Q3 revenue rises 39% to $24.4 billion, but about $900 million of one-time benefits lift growth from roughly 34%LLY, GSK, BSX, WST https://www.quantisnow.com/articles/l3harris-q3-orders-hit-19-3-billion-3-2x-book-to-bill-but-backlog-roll-forward-is-about-2-billion-shortQuantisnowen2026-10-29T10:02:22.094ZL3Harris Books $19.3 Billion in Q3 Orders, 2.6 Times Q2, but Backlog Roll-Forward Leaves a $2 Billion GapLHX, LMT, NOC, GD, RTX https://www.quantisnow.com/articles/shell-q3-2026-profit-up-126-impairment-reversal-record-refining-margins-integrated-gas-down-17Quantisnowen2026-10-29T09:02:42.277ZShell Q3 profit jumps 126% to $12.1 billion, but a $1.29 billion impairment reversal and record refining margins flatter a quarter with Integrated Gas output still down 17%SHEL, BP, TTE, XOM, CVX https://www.quantisnow.com/articles/boot-barn-adds-400-million-buyback-as-freight-and-tariff-refunds-drive-170-of-190-bps-of-q2-margin-gainQuantisnowen2026-10-29T06:02:55.981ZBoot Barn beats Q2 EPS and adds $400 million to its buyback, but freight and tariff refunds supplied 170 of 190 basis points of margin gainBOOT https://www.quantisnow.com/articles/patterson-uti-q3-adjusted-ebitda-up-13-8-on-rig-days-but-nine-month-ebitda-up-only-0-6Quantisnowen2026-10-29T05:03:31.259ZPatterson-UTI Q3 adjusted EBITDA rises 13.8% on a 10.6% jump in drilling days, but nine-month EBITDA is up only 0.6%PTEN, HP, NBR, LBRT https://www.quantisnow.com/articles/etsy-cfo-lanny-baker-exits-march-1-2027-same-morning-as-q3-beat-no-successor-named-equity-keeps-vestingQuantisnowen2026-10-29T04:02:32.976ZEtsy CFO Lanny Baker to leave March 1, 2027, on the same morning as a Q3 beat, with no successor named and equity vesting through JulyETSY, CLH, DINO, TD https://www.quantisnow.com/articles/clean-harbors-ends-co-ceo-structure-gerstenberg-sole-ceo-jan-1-2027-q3-ebitda-up-42Quantisnowen2026-10-29T03:03:53.557ZClean Harbors ends co-CEO structure as Gerstenberg becomes sole CEO Jan 1, 2027, with Q3 EBITDA up 42% on 21% sales growthCLH, DINO, IEX, ETSY, TD, NBIS https://www.quantisnow.com/articles/hf-sinclair-names-ledbetter-ceo-jan-1-2027-myers-stays-executive-chair-through-lubricants-spin-acting-cfoQuantisnowen2026-10-29T02:04:09.178ZHF Sinclair names Steve Ledbetter CEO effective Jan 1, 2027, but Myers stays as executive chair through the mid-2027 lubricants spin and the CFO seat is still actingDINO, CLH, ETSY, TD, NBIS, NTRS, EQNR https://www.quantisnow.com/articles/invitation-homes-q3-net-income-up-15-6-on-home-sale-gains-as-same-store-noi-slows-to-1-1Quantisnowen2026-10-29T01:02:37.821ZInvitation Homes Q3 net income rises 15.6% but $90.7 million more in home-sale gains did the work as Same Store NOI slows to 1.1%INVH https://www.quantisnow.com/articles/formfactor-q3-revenue-rises-38-4-but-one-time-gains-add-380-basis-points-to-gross-marginQuantisnowen2026-10-29T00:02:41.386ZFormFactor Q3 revenue jumps 38.4% to $280.5 million, but $10.5 million of one-time gains flatter the 56.5% gross marginFORM, TER https://www.quantisnow.com/articles/sterling-q3-revenue-up-127-as-e-infrastructure-outgrows-the-company-while-segment-margin-slips-to-22-6Quantisnowen2026-10-28T23:03:05.904ZSterling Infrastructure Q3 revenue jumps 127% to $1.56 billion as E-Infrastructure adds more dollars than the whole company, but its margin slipsSTRL, EQIX, NBIS, FIX, EME, PWR https://www.quantisnow.com/articles/narrow-rally-spy-up-0-34-equal-weight-flat-alphabet-falls-after-hours-oct-28-2026Quantisnowen2026-10-28T22:17:22.786ZNarrow Rally on Oct 28: SPY Gains 0.34% While Equal Weight Is Flat, Then Alphabet Falls 7% After Hours Despite 25% Revenue GrowthSPY, QQQ, RSP, GOOGL, GOOG, MSFT, CVNA, XLK https://www.quantisnow.com/articles/silicon-motion-q3-sales-up-131-percent-ssd-controllers-accelerate-while-emmc-ufs-sales-fallQuantisnowen2026-10-28T22:02:25.559ZSilicon Motion Q3 sales rise 131% as SSD controllers speed up and eMMC and UFS sales fall, implying a revenue beat of about 5.7%SIMO, STX, FORM https://www.quantisnow.com/articles/equinix-q3-revenue-edges-consensus-while-operating-income-jumps-27-and-record-bookings-reach-533-millionQuantisnowen2026-10-28T21:04:16.677ZEquinix Q3 revenue of $2.571 billion edges consensus by 0.1% but operating income jumps 27% and bookings hit a record $533 millionEQIX, INVH, STRL, FORM https://www.quantisnow.com/articles/costamare-q3-cash-revenue-falls-4-7-vs-1-8-reported-as-deferred-revenue-amortization-widens-gapQuantisnowen2026-10-28T20:03:42.980ZCostamare Q3 cash revenue falls 4.7% while reported revenue slips 1.8% as deferred revenue amortization widens the gapCMRE https://www.quantisnow.com/articles/axogen-third-guidance-raise-290-million-implies-83-million-q4-flat-2025-base-explains-growth-jumpQuantisnowen2026-10-28T19:02:31.455ZAxogen's third 2026 guidance raise to $290 million implies a Q4 of $83.0 million, but a flat Q4 2025 base explains most of the 38.6% jumpAXGN https://www.quantisnow.com/articles/aercap-q3-eps-beat-leans-on-maintenance-rents-and-asset-sale-gains-as-basic-rents-rise-only-0-5Quantisnowen2026-10-28T18:02:55.580ZAerCap's Q3 adjusted EPS of $6.56 tops estimates, but maintenance rents drove 89% of the lease revenue gain while basic rents rose 0.5%AER, BA https://www.quantisnow.com/reports/2026-10-30/premarket-moversQuantisnowen2026-10-30T12:30:13.970ZPre-market movers - October 30, 2026 https://www.quantisnow.com/reports/2026-10-29/post-marketQuantisnowen2026-10-29T21:46:19.925ZTech and Comms Drag Nasdaq 100 Down 1.40% as Small Caps Rise - post-market report, Oct 29, 2026 https://www.quantisnow.com/reports/2026-10-29/premarket-moversQuantisnowen2026-10-29T12:30:14.045ZPre-market movers - October 29, 2026 https://www.quantisnow.com/reports/2026-10-28/post-marketQuantisnowen2026-10-28T21:46:54.346ZTech leads a narrow rally as Treasuries fall and oil jumps - post-market report, Oct 28, 2026