News
Results, big moves, analysis and research from Fundamentalytics, newest first. Every figure is checked against SEC filings.
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Amkor Technology, Inc. results: adjusted EPS missed estimates by 3.1%, shares rise 1.6%
Amkor Technology, Inc.'s adjusted EPS of $0.76 missed the analysts' average estimate of $0.78 by 3.1%, and revenue rose 0.2% year on year to $2.0 billion.
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FedEx Freight shares rose 14.9% despite a GAAP profit that was halved
FedEx Freight shares rose 14.9% on Friday after its first results as a standalone carrier topped adjusted profit forecasts and the company raised its outlook, even as GAAP net income fell sharply from a year earlier.
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FMC's 30.5% jump on Friday: what the evidence shows
FMC Corp shares rose 30.5% on Friday, 5.8x a typical day's move. Here is the clearest evidence-backed explanation.
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Illumina shares fell 18.6% despite a profit beat and raised guidance
Illumina shares fell 18.6% on 2026-10-30, a move 5.7x its typical daily swing, after third-quarter revenue of $1.13 billion missed Wall Street forecasts even as adjusted profit beat estimates and full-year guidance rose.
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Oppenheimer Holdings' 20.1% drop on Friday: what the evidence shows
Oppenheimer Holdings Inc shares fell 20.1% on Friday, 8.2x a typical day's move. Here is the clearest evidence-backed explanation.
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Piper Sandler shares fall as third-quarter revenue, margin and profit all slip
Piper Sandler shares fell 7.1% on 2026-10-30, after third-quarter net revenues, pre-tax margin and earnings per share all declined versus both the prior quarter and a year earlier, confirmed in the firm's own results release.
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Roblox shares fell 18.1% as weak Q4 bookings guidance overshadowed a revenue beat
Roblox's own fourth-quarter guidance, not its third-quarter results, drove Friday's slide: bookings are guided down 10% to 15% and daily active users fell year-over-year for the first time, even as revenue and earnings beat estimates.
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Sandisk's operating margin hits 72.5%, above its prior high of 61.2%
Sandisk's trailing operating margin reached 72.5% in the quarter ended October 2026, up 91.6 percentage points year over year and above the 61.2% high recorded across the prior eight quarters of filings.
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Stryker falls 7.0% as guidance cut outweighs 7.7% organic growth
Stryker fell 7.0% on 30 October 2026 after cutting full-year guidance, even though third-quarter organic sales grew 7.7% and adjusted earnings per share rose 10.3% to $3.52.
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US GDP growth accelerated to 3.4% in Q3 2026: what it means for rates
Real GDP grew at a 3.4% annualised rate in the third quarter of 2026, faster than the prior quarter but short of last year's pace. Treasury yields eased slightly on the day, still well above where they stood a year earlier.
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Why Amazon's operating margin hit a record 13.9% while free cash flow turned negative
Amazon's operating margin reached 13.9% in the third quarter of 2026, the highest in the company's history, even as capital spending on AI infrastructure pushed quarterly free cash flow to an outflow of $34.8 billion from a $0.4 billion inflow a year earlier.
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Why ServiceNow shares fell 27.3% after a weak fourth-quarter revenue outlook
ServiceNow shares fell 27.3% on 29 October, a day after third-quarter results beat the company's own guidance but fourth-quarter revenue guidance fell short of expectations, reviving concerns about slowing contract growth even as free cash flow guidance was raised.
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Xerox shares fall 39.2%: dividend suspended, guidance cut after $1.0 billion loss
Xerox shares fell 39.2% on 29 October after the company suspended its dividends, cut full-year free cash flow guidance and reported a $1.0 billion net loss tied largely to a goodwill impairment in its print business.
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Mondelez International: profit is outgrowing sales
Mondelez International is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $39.9 billion, up 6.0% on the year before.
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Pinterest: growth has slowed
Pinterest, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $4.7 billion, up 15.4% on the year before.
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Reddit: growth has slowed
Reddit, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $3.1 billion, up 62.2% on the year before.
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Stryker: profit is outgrowing sales
Stryker Corporation is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $26.3 billion, up 7.9% on the year before.
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The 10-year Treasury yield is near 5%: what that does to stock valuations
The benchmark 10-year Treasury yield closed at 4.98%, against 4.08% a year earlier. A higher long-term rate raises the discount rate applied to future cash flows, and our models show which companies that hits hardest.
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Houlihan Lokey: the decline in sales is deepening
Houlihan Lokey, Inc. is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $2.6 billion, down 0.4% on the year before.
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Jetblue Airways: growth has picked up
Jetblue Airways Corp is drawing far more news coverage than usual. Its own filings show twelve-month revenue of $10.0 billion, up 9.9% on the year before.
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Fortinet shares fall 22.0% as a lower service-revenue outlook outweighs a quarterly beat
Fortinet's stock fell 22.0% on 29 October after third-quarter revenue grew 20% to $2.08 billion and beat guidance, but a full-year service-revenue range of $5.150 billion to $5.170 billion pointed to slowing growth in its largest segment.
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Adobe's Cash Flow Keeps Growing, But the Market Is Pricing in Decline
Adobe's revenue and free cash flow keep growing, yet its shares have fallen more than a quarter in a year. The current price implies shrinking cash flow.
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Adobe shares fall 0.7% in a market-wide move as free cash flow margin cools
Adobe shares fell 0.7% on Wednesday, a move the broader market accounts for most of; free cash flow margin has slipped −0.6 percentage pointspp over the year even as revenue growth accelerates and the share count shrinks.
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Climb Global's record quarter sends shares sharply higher
Climb Global Solutions shares rose 26.8% on 29 October 2026 after record third-quarter results, with net sales up 37% and net income up 69% from a year earlier. The advance was the stock's largest one-day gain since 30 October 2015.
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Crocs shares rose 25.7% after Q3 beat and third straight guidance raise
Crocs shares rose 25.7% on 2026-10-29 after third-quarter revenue grew 4.6% and operating margin expanded to 28.0%, with guidance raised for the third time this year on HEYDUDE's return to growth.
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ADT shares jump 33.9% after Thrive Holdings agrees to take it private
ADT shares jumped 33.9% on 29 October 2026 after the home-security company agreed to be acquired by Thrive Holdings for $10.00 a share in cash, a deal confirmed in an 8-K filing the same day and valuing ADT at $15.3 billion including debt.
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Norwegian Cruise Line's earnings beat arrives against a free cash flow margin of −11.7%
Norwegian Cruise Line's FY2026 Q3 beat on 29 October sent shares up 10.9%. The data here cover FY2026 Q2 and the trailing twelve months through June, when free cash flow margin was −11.7%, down 6.4 percentage points on the year, as capital spending outran sales.
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American Water raises 2026 guidance floor as quarterly free cash flow drops to −$160m
American Water narrowed its 2026 adjusted earnings guidance toward the top of its range on 28 October, even as the quarter's free cash flow shortfall widened and revenue growth slowed to its weakest pace in two years.
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Coca-Cola's margin hits 33.4% as shares slip despite the earnings beat
Coca-Cola's third-quarter operating margin reached 33.4%, up from 32.0% a year earlier, and adjusted earnings per share beat the analysts' average estimate by 3.3%. The shares still fell 1.0% in the session after the results, a reaction at odds with the numbers themselves.
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Ryerson's revenue beat widens as Olympic Steel merger lifts operating margin
Ryerson Holding's third-quarter revenue topped analysts' average estimate by 10.2%, aided by the Olympic Steel merger and the fastest year-on-year growth in two years, while operating margin rose 2.5 percentage points and free cash flow stayed negative.