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
Event
AGIO Agios Pharmaceuticals
American Society of Hematology meeting opens in New Orleans and runs through 15 December 2026
Event
ANAB AnaptysBio
FDA action date for imsidolimab (licensed to Vanda) in generalised pustular psoriasis
FDA decision
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