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Catalysts · dated events

Earnings and events in December 2026

Events as of

140 events across 163 research notes, 2 of them bearing on the portfolio's holdings. Each stock is listed under the next deciding event its research note names; an event several notes share is one row that names them all. Months further out hold fewer events because a note is listed only under its next one; its later dates, many of them estimates, are in the note's own calendar. The next two weeks are on the calendar.

20 events 0 events

ASAN Asana

Fiscal Q3 2027 earnings report, after the US market close

Earnings

BOX Box

Q3 FY27 earnings report and call, after the market closes

Earnings

HTZ Hertz Global Holdings

$200 million 4.63% bond matures

Event

IQV IQVIA Holdings

IQVIA investor day; senior management presentations from 9:00 a.m. to about 12:30 p.m. ET, with a broad framework for 2027

Product

KMTS Kestra Medical Technologies

Kestra presents at the Piper Sandler 38th Annual Healthcare Conference at 11:00 a.m. Eastern

Event

MDB MongoDB

Third-quarter fiscal 2027 results and earnings call, after the US market close

Earnings

NTAP NetApp

Fiscal second-quarter 2027 results after the market close, with a call at 2:30 p.m. Pacific Time

Earnings

OKTA Okta

Okta Q3 fiscal 2027 results, covering the quarter ended 31 October 2026

Earnings

OOMA Ooma

Third-quarter fiscal 2027 results after the market close, with a call at 5:00 p.m. Eastern

Earnings

PTEN Patterson-UTI Energy

Record date for the $0.10 per share dividend (payable 15 December 2026)

Event

QLYS Qualys

Chief executive and chief financial officer fireside chat at the 30th Annual UBS Global Technology and AI Conference, 8:15 a.m. Mountain Time

Event

TDOC Teladoc Health

1.25% convertible notes due 2027 become convertible at holders' option

Event

ADBE Adobe

Anil Chakravarthy becomes President and CEO

Event

LITE Lumentum Holdings

Marvell fiscal third-quarter 2027 results and conference call

Event

MGM MGM Resorts International

Macau November gross gaming revenue from the Gaming Inspection and Coordination Bureau

Event

REZI Resideo Technologies

Fireside chat with the CFO and treasurer at the Bank of America Leveraged Finance Conference

Event

SPIR Spire Global

NOAA $33.2 million radio-occultation task order delivery period begins

Event

TVTX Travere Therapeutics

Bradley L. Campbell becomes president and CEO

Event

VET Vermilion Energy

End of the EU gas-storage 90% fill-target window

Event

WPP WPP

Start of phased Coca-Cola North America media transition to Omnicom

Event

12 events 0 events

CRM Salesforce

Salesforce Q3 fiscal 2027 results, after the market close

Earnings

SNOW Snowflake

Q3 FY27 earnings report after the close; date confirmed by Snowflake on 2 November 2026

Earnings

BKSY BlackSky Technology

BlackSky Investor Day

Product

CXM Sprinklr

Q3 fiscal 2027 results, before the market opens, with an 8:30 a.m. ET call

Earnings

NSIT Insight Enterprises

Insight Enterprises virtual investor and analyst strategic briefing, 12–2 p.m. Eastern

Event

NTSK Netskope

Netskope fiscal Q3 2027 earnings report, covering the quarter ended 31 October 2026

Earnings

SIG Signet Jewelers

Third-quarter fiscal 2027 report and conference call

Earnings

TLYS Tilly's

Third-quarter fiscal 2026 earnings report for the quarter ended 31 October 2026

Earnings

ZS Zscaler

Zscaler first-quarter fiscal 2027 results, after the close

Earnings

KO Coca-Cola

President and CFO John Murphy presents at the Morgan Stanley Global Consumer & Retail Conference, 11 a.m. ET

Event

KIDS OrthoPediatrics

Piper Sandler 38th Annual Healthcare Conference fireside chat, 4:00 pm ET

Also bears on SGHT

Event

MYRG MYR Group

Management meetings at the UBS Global Industrials and Transportation Conference, Palm Beach (UBS clients only)

Event

13 events 0 events

TSLA Tesla

Tesla annual shareholder meeting at Gigafactory Texas

Event

BOLD Boundless Bio

Special meeting of Boundless Bio shareholders on the Serapha merger, reverse split and authorized-share increase

Event

FDMT 4D Molecular Therapeutics

Evercore (1 December 2026), Citi (2 December 2026) and Piper Sandler (3 December 2026) healthcare conferences

Event

HRB H&R Block

H&R Block Investor Day

Product

PATH UiPath

UiPath fiscal third-quarter 2027 results for the quarter ended 31 October 2026, released after the market closes, with a call at 5:00 pm ET

Earnings

SITM SiTime

Record date for the three-for-one stock split

Event

TTAN ServiceTitan

Fiscal Q3 2027 results after the close, call at 2:00 p.m. Pacific Time

Earnings

VEEV Veeva Systems

Fiscal Q3 2027 results and updated fiscal 2027 guidance, the date Veeva gave at its 5 November 2026 Investor Day

Earnings

MNTN MNTN

Former chief executive Mark Douglas's employment ends, per the 10-Q

Event

OGN Organon

European Commission provisional decision deadline on the Sun Pharma acquisition

Event

OPCH Option Care Health

Scheduled expiry of the Hart-Scott-Rodino antitrust waiting period, unless terminated early or extended by a second request

Event

UGP Ultrapar Participacoes

Payment of the R$1.00 per share dividend declared with third-quarter results

Event

ULBI Ultralife

Initial expiry of the EnerSys tender offer at 5:00 p.m. New York City time

Event

5 events 0 events

ACB Aurora Cannabis

Scheduled expiry of Curaleaf's amended offer for Aurora, unless withdrawn or amended

Event

FSLR First Solar

Section 232 minimum import price of $0.38 per watt takes effect

Event

SWIM Latham Group

Wolfe Research December Small Group Conference (virtual), announced by Latham on 28 October 2026

Event

MAN ManpowerGroup

BLS November Employment Situation report

Event

XENE Xenon Pharmaceuticals

American Epilepsy Society 2026 Annual Meeting opens in Denver, running to 8 December 2026, with multiple azetukalner presentations

Event

1 event 0 events

TSAT Telesat

First Telesat GEO debt payment due, per SpaceQ

Event

12 events 0 events

UNH UnitedHealth Group

Medicare annual enrollment period closes (opened 15 October 2026)

Event

ALGT Allegiant Travel

Allegiant investor day

Product

ALHC Alignment Healthcare

Medicare annual enrollment period ends (opened 15 October 2026)

Event

CLOV Clover Health Investments

Medicare annual enrollment period ends (it began 15 October 2026)

Event

DUOL Duolingo

Lead-plaintiff motions due in the securities class action

Event

FRO Frontline

Frontline 2026 annual general meeting, per the company's 6 November 2026 announcement

Event

HZO MarineMax

Earliest closing date without the buyer's written consent

Event

RPAY Repay Holdings

Investor Day in New York, 10:00 a.m. ET

Product

AGCO AGCO

Close of the FTC/USDA public comment period on agricultural equipment practices

Event

BE Bloom Energy

New Mexico public hearing on the Project Jupiter air permit opens

Event

CNH CNH Industrial

Close of the FTC and USDA public comment window on agricultural equipment competition

Event

KMX CarMax

Cox Automotive's next full monthly Manheim index release, for November

Event

10 events 0 events

NU Nu Holdings

Nu Holdings Investor Day in New York

Product

AVTR Avantor

Investor Day, New York City: multiyear strategy, segment detail, capital allocation and financial objectives

Product

BRZE Braze

Braze fiscal third-quarter 2027 results, released after the close with no call

Earnings

SNPS Synopsys

Q4 and full-year fiscal 2026 results after market close; call at 5:00 p.m. Eastern

Earnings

ALAB Astera Labs

Astera Labs presents at the Raymond James TMT and Consumer Conference in New York

Event

GRPN Groupon

Groupon management investor update in New York, webcast live

Event

NTRA Natera

San Antonio Breast Cancer Symposium, 8–11 December 2026

Event

PSX Phillips 66

EIA Short-Term Energy Outlook, next release

Event

PVLA Palvella Therapeutics

CEO Wes Kaupinen speaks at Ligand Pharmaceuticals' Investor Day

Event

VOYG Voyager Technologies

Proposals due on NASA's final commercial low Earth orbit destinations request (1 p.m. Central Time)

Event

7 events 0 events

AVGO Broadcom

Broadcom Q4 and fiscal-year 2026 results after the close, on a date the company announced

Earnings

VAC Marriott Vacations Worldwide

Investor Day in New York City, starting 9 a.m. Eastern time

Product

JPM JPMorgan Chase

CFO Jeremy Barnum presents at the Goldman Sachs Financial Services Conference, 10:00 a.m. Eastern

Event

BAC Bank of America

Federal Reserve rate decision

Also bears on MS, COIN, SOFI, AU, BILL, CRCL, GLXY, HAYW, HMY, IAG, KLAC, PCTY, PLNT, SANM, W and XPO

Event

WFC Wells Fargo

Chairman and chief executive Charlie Scharf presents at the Goldman Sachs Financial Services Conference

Event

AEM Agnico Eagle Mines

Federal Open Market Committee rate decision (second day of the December meeting)

Event

RIVN Rivian Automotive

Rivian Autonomy & AI Day in Palo Alto, with an expected Point to Point demo, Gen 3 autonomy hardware details and an Uber robotaxi update

Event

5 events 0 events

ACHC Acadia Healthcare

Final-approval hearing on the $12 million derivative-lawsuit settlement, U.S. District Court, Nashville

Event

BIRK Birkenstock Holding

Fiscal 2026 fourth-quarter and full-year results, before the US market opens; call at 8:00 a.m. Eastern

Earnings

PARR Par Pacific Holdings

Late-Q4 diesel crack spreads and monthly refining index levels

Event

PL Planet Labs PBC

Fiscal third-quarter 2027 results after the market close, with a conference call at 5:00 p.m. Eastern

Earnings

HL Hecla Mining

Last day for Series B preferred holders to convert into common shares (close of business)

Event

7 events 0 events

RTX RTX

Expiry of the continuing resolution funding the federal government

Event

CACI CACI International

The continuing resolution funding the federal government expires

Event

GEO GEO Group

Stopgap spending bill expires

Event

MRCY Mercury Systems

Expiry of the federal stopgap funding resolution

Event

PESI Perma-Fix Environmental Services

Continuing resolution expiry for federal agency funding

Event

LMT Lockheed Martin

Federal temporary funding expires

Event

VSTS Vestis

Earliest Cintas–UniFirst closing date under the timing agreement with the Federal Trade Commission

Event

6 events 0 events

IRON Disc Medicine

68th ASH Annual Meeting (12 December to 15 December 2026): selcodebart myelofibrosis-anemia update and Phase 3 design, DISC-3405 polycythemia vera data

Event

SNDX Syndax Pharmaceuticals

68th ASH Annual Meeting opens in New Orleans

Event

ABBV AbbVie

ASH annual meeting opens in New Orleans (through 15 December 2026), with 22 epcoritamab abstracts and updated ISB 2001 Phase 1 data

Also bears on CLYM and LYEL

Event

AGIO Agios Pharmaceuticals

American Society of Hematology meeting opens in New Orleans and runs through 15 December 2026

Also bears on GERN and SDGR

Event

ANAB AnaptysBio

FDA action date for imsidolimab (licensed to Vanda) in generalised pustular psoriasis

FDA decision

CRVS Corvus Pharmaceuticals

ASH Annual Meeting poster of initial soquelitinib ALPS data (meeting runs 12 December to 15 December 2026)

Also bears on KURA

Event

2 events 0 events

NRIX Nurix Therapeutics

Bexobrutideg poster in relapsed/refractory CLL/SLL at the 68th ASH annual meeting, New Orleans (meeting runs 12 December to 15 December 2026)

Event

ONC BeOne Medicines

Full MANGROVE results at the ASH 2026 Plenary Scientific Session

Event

3 events 0 events

SLS SELLAS Life Sciences Group

SLS009 Phase 2 poster at the American Society of Hematology meeting (abstract 5155)

Event

IMMX Immix Biopharma

ASH oral presentation of NEXICART-2 interim results, abstract 826, 11:15 AM Central Time

Also bears on RLAY

Event

SLN Silence Therapeutics

Oral presentation of Phase 2 SANRECO divesiran data in polycythemia vera at the ASH Annual Meeting

Event

4 events 0 events

QBTS D-Wave Quantum

Lead-plaintiff deadline in the securities class action Fessler v. D-Wave Quantum Inc. A procedural step that shows how the litigation over 26 February 2026 to…

Event

BTCS BTCS

Scheduled expiration of the Series V Preferred tender offer, per company materials filed with the SEC

Event

GGAL Grupo Financiero Galicia

INDEC November 2026 consumer price index release, on the agency's published calendar

Event

MCK McKesson

Option Care Health special stockholder meeting to vote on the merger

Event

1 event 0 events

CORT Corcept Therapeutics

FDA target action date for relacorilant in Cushing's syndrome (resubmission after the 27 May 2026 complete response letter)

FDA decision

2 events 1 event

IMAX In the portfolio Imax

Scheduled opening of Dune: Part Three, with reported three-week domestic IMAX exclusivity

Event

MCS Marcus

US theatrical release of Avengers: Doomsday

Event

1 event 0 events

LEGN Legend Biotech

FDA action date for anito-cel (Gilead/Arcellx) in relapsed/refractory multiple myeloma

FDA decision

1 event 0 events

TENX Tenax Therapeutics

Lead-plaintiff deadline in the securities class action Katz v. Tenax Therapeutics

Event

1 event 0 events

RUM Rumble

Northern Data AG shares cease trading in the Munich Freiverkehr

Event

27 events 1 event

QNST In the portfolio QuinStreet

Fiscal Q2 2027 quarter ends

Event

AKBA Akebia Therapeutics

Vafseo transitional add-on payment ends

Event

CRS Carpenter Technology

Second fiscal quarter of 2027 ends

Event

DSGR Distribution Solutions Group

Contractual merger outside date, subject to extension

Event

EDIT Editas Medicine

Guided deadline for first patient dosing in the Strive trial

Event

GOGO Gogo

$30 million required Term Loan B repayment due

Event

GTN Gray Media

Q4 and fiscal 2026 year end

Event

HTLD Heartland Express

End of the fourth quarter of 2026

Event

IBTA Ibotta

Q4 2026 quarter end, closing the holiday promotion period

Event

IRWD Ironwood Pharmaceuticals

Management target of gross debt below $300 million by year end

Event

ONDS Ondas

End of Q4 2026, the quarter by which management targets operating-platform adjusted EBITDA profitability and revenue above $250 million

Event

QTRX Quanterix

Year-end 2026 cash balance against management's forecast of about $70 million

Event

REAL RealReal

Fourth quarter ends, closing the holiday selling period

Event

RIOT Riot Platforms

Maturity of the up-to-$573M Morgan Stanley delayed-draw term loan, per the Form 8-K filed 14 August 2026

Event

SPT Sprout Social

End of Q4 2026, the company's largest bookings quarter

Event

TSEM Tower Semiconductor

End of the fourth quarter of 2026, the period for Tower's $1.1 billion annualized silicon-photonics run-rate target

Event

VCEL Vericel

Fourth quarter of 2026 closes, the largest revenue quarter of the year for MACI

Event

AVR Anteris Technologies Global

Harvey Industries supply amendment term ends unless replaced

Event

CLPT ClearPoint Neuro

Deadline to draw the Oberland note tranches of $25 million and $50 million

Event

CNC Centene

Ohana Health Plan exits Hawaii's Med-QUEST Medicaid program, about 24,000 members

Event

CODI Compass Diversified

CEO Elias Sabo's retirement date

Event

HAE Haemonetics

Cut-off for CSL centers counted in fiscal 2027 guidance

Event

NGNE Neurogene

Guided completion of NGN-401 manufacturing qualification runs

Event

PANL Pangaea Logistics Solutions

Richard T. Du Moulin's retirement as board chair takes effect

Event

SARO StandardAero

Russell Ford's executive chairman term ends

Event

TRIP TripAdvisor

CFO Michael Noonan's resignation takes effect

Event

ZURA Zura Bio

Company target to start the NEXUS-PMR Phase 2 study of tibulizumab in polymyalgia rheumatica by year-end 2026

Event