Today · one trading day
What changed for the stocks we cover.
Changes as of
After each trading day, every covered company is checked for results, SEC filings, rating changes, closes through its kill line, material news, new coverage, moves after a customer, supplier or competitor reported, and insider purchases on the open market.
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Every change of the last 30 days: latest →
· 102 changes
Nothing changed for the covered companies on . The newest day with changes is , shown below.
Results
ANAB AnaptysBio AnaptysBio, Inc. reported results in an 8-K filed with the SEC. ANDG Andersen Group Andersen Group Inc. reported results in an 8-K filed with the SEC. ASMB Assembly Biosciences Assembly Biosciences, Inc. reported results in an 8-K filed with the SEC. AVLN Avalyn Pharma Avalyn Pharma Inc. reported results in an 8-K filed with the SEC. CADL Candel Therapeutics Candel Therapeutics, Inc. reported results in an 8-K filed with the SEC. DGII Digi International Digi International Inc. reported results in an 8-K filed with the SEC. DIOD Diodes Diodes Incorporated reported results in an 8-K filed with the SEC. ERAS Erasca Erasca, Inc. reported results in an 8-K filed with the SEC. FDMT 4D Molecular Therapeutics 4D Molecular Therapeutics, Inc. reported results in an 8-K filed with the SEC. IMMX Immix Biopharma Immix Biopharma, Inc. reported results in an 8-K filed with the SEC. KOD Kodiak Sciences Kodiak Sciences Inc reported results in an 8-K filed with the SEC. MNPR Monopar Therapeutics Monopar Therapeutics Inc. reported results in an 8-K filed with the SEC. RCKT Rocket Pharmaceuticals Rocket Pharmaceuticals, Inc. reported results in an 8-K filed with the SEC. RUM Rumble Rumble Inc. reported results in an 8-K filed with the SEC. SLS SELLAS Life Sciences Group SELLAS Life Sciences Group, Inc. reported results in an 8-K filed with the SEC. STRO Sutro Biopharma Sutro Biopharma, Inc. reported results in an 8-K filed with the SEC.
Filings
AAOI Applied Optoelectronics Applied Optoelectronics, Inc. filed an 8-K with the SEC: entry into a material definitive agreement. DINO HF Sinclair HF Sinclair Corporation filed an 8-K with the SEC: departure or appointment of directors or officers, or their compensation. FTDR frontdoor frontdoor, inc. filed an 8-K with the SEC: departure or appointment of directors or officers, or their compensation. HGTY Hagerty Hagerty, Inc. filed an 8-K with the SEC: entry into a material definitive agreement. MAX MediaAlpha MediaAlpha, Inc. filed an 8-K with the SEC: entry into a material definitive agreement. ON ON Semiconductor ON Semiconductor Corporation filed an 8-K with the SEC: entry into a material definitive agreement. S SentinelOne SentinelOne, Inc. filed an 8-K with the SEC: entry into a material definitive agreement.
Rating changes
ACLS Axcelis Technologies Research rating changed from LOW to MEDIUM. On 5 November 2026 Axcelis reported third-quarter revenue of $237.8 million against about $230 million guided and guided fourth-quarter revenue to about $275 million and non-GAAP earnings per share to about $1.50. ALVO Alvotech Research rating changed from MEDIUM to LOW. Alvotech's third-quarter report showed cash down to $61.5 million at 30 September 2026, and the company now expects 2026 results toward the lower end of its $650–700 million revenue guidance. AVAH Aveanna Healthcare Holdings Research rating changed from LOW to MEDIUM. Aveanna's third-quarter adjusted EBITDA rose 25.0% to $100.1 million, and the company raised fiscal 2026 adjusted EBITDA guidance to more than $374 million from more than $365 million. BLZE Backblaze Research rating changed from LOW to MEDIUM. Backblaze reported Q3 2026 revenue of $46.7M, up 26%, with B2 Cloud Storage up 47%, and raised full-year 2026 revenue guidance to $177.8M-$178.2M from $172M-$174M. BTCS Research rating changed from LOW to MEDIUM. BTCS reported Q3 2026 gross profit of $3.5 million at an 86% margin, up from $1.5 million in Q2 2026, and said year-to-date gross profit of $6.0 million had already reached its full-year target. CSCO Cisco Systems Research rating changed from LOW to MEDIUM. Cisco reported first-quarter fiscal 2027 revenue of $18.5 billion, above its $18.0–18.2 billion guide, and raised its fiscal 2027 hyperscaler AI-infrastructure revenue expectation to $9 billion from $7.5 billion. EDIT Editas Medicine Research rating changed from MEDIUM to LOW. Editas's third-quarter 2026 release guided initial safety and tolerability data for the first quarter of 2027 and topline Part 1 safety and efficacy results for the second half of 2027, with first patient dosing still guided only for 2026. FLY Firefly Aerospace Research rating changed from LOW to MEDIUM. Firefly reported third-quarter 2026 revenue of $110.7 million against a $102.3 million estimate, raised the low end of its 2026 revenue guide to $440 million and reported a record $1.7 billion backlog. FOSL Fossil Group Research rating changed from LOW to MEDIUM. Fossil reported Q3 2026 gross margin of 59.8%, up from 49.0% a year earlier, and raised its fiscal 2026 outlook to $980–990 million in sales with a 5.5%–6.5% adjusted operating margin. FPS Forgent Power Solutions Research rating changed from LOW to MEDIUM. FWRD Forward Air Research rating changed from LOW to MEDIUM. Forward Air reported third-quarter 2026 consolidated EBITDA of $101.5 million, up from $77.7 million, and net leverage of 4.7 times at 30 September 2026, down from 5.2 times at 30 June 2026. HALO Halozyme Therapeutics Research rating changed from MEDIUM to LOW. Morgan Stanley downgraded Halozyme to Equal-Weight from Overweight on 11 November 2026, citing valuation and scheduled royalty-rate step-downs led by Darzalex SC from 2028; it was the second downgrade in four sessions. HURN Huron Consulting Group Research rating changed from LOW to MEDIUM. Huron's third-quarter 2026 adjusted EPS of $2.62 beat the $2.47 estimate, 2026 adjusted EPS guidance rose to $9.20–$9.40, and the buyback authorization was raised to $1.1 billion, though organic growth slowed to 6.7%. IBTA Ibotta Research rating changed from MEDIUM to LOW. KDT Ibotta Holdings, a Koch-owned 10% holder, reported selling 200,000 Ibotta shares on 9 November 2026 and 10 November 2026 outside a Rule 10b5-1 plan, its third sale since the Q3 report, leaving it 3,289,129 Class A shares. LGN Legence Research rating changed from LOW to MEDIUM. Legence's third-quarter revenue of $1.31 billion beat its $1.225–1.275 billion guide, full-year 2026 revenue guidance rose to $4.87–4.91 billion, a 2027 outlook was issued, and a $150 million buyback was authorized. LUNR Intuitive Machines Research rating changed from LOW to MEDIUM. Third-quarter 2026 revenue was $269.348 million against a $245.879 million consensus, the loss was $0.02 per share against an expected $0.12 loss, and the company narrowed 2026 revenue guidance to $920–950 million. MRCY Mercury Systems Research rating changed from LOW to MEDIUM. Mercury Systems reported fiscal first-quarter 2027 adjusted EPS of $0.52 on about $253 million of revenue and raised its fiscal 2027 adjusted EBITDA outlook to about $210 million and its free cash flow conversion target to approaching 40%. MYGN Myriad Genetics Research rating changed from LOW to MEDIUM. Myriad's third-quarter average revenue per test rose 1% year over year, revenue of $202.7 million beat estimates, and the company raised its FY2026 revenue guide to $780–790 million. ONTO Onto Innovation Research rating changed from LOW to MEDIUM. Onto Innovation reported third-quarter 2026 revenue of $409.7 million, above the top of its $380–400 million guidance, and guided fourth-quarter revenue to $430–450 million with backlog above $1.3 billion. RIOT Riot Platforms Research rating changed from LOW to MEDIUM. RSKD Riskified Research rating changed from LOW to MEDIUM. Riskified reported third-quarter revenue of $115.2 million, up 41%, with gross profit up 20%, and raised 2026 revenue guidance to $427–433 million from $400–410 million. RVTY Revvity Research rating changed from LOW to MEDIUM. Revvity's third-quarter 2026 report showed Life Sciences pro forma organic revenue up 9%, total pro forma organic growth of 7%, and full-year guidance raised to about 5% organic growth and $5.40-$5.45 adjusted EPS. SENS Senseonics Holdings Research rating changed from LOW to MEDIUM. Senseonics reported third-quarter 2026 revenue of $19.6 million, up about 140% and above a $16.198 million estimate, and raised 2026 revenue guidance to $68–70 million from $62–66 million. SOFI SoFi Technologies Research rating changed from MEDIUM to LOW. October consumer prices rose 0.4% and core prices 0.3% month on month, above the 0.3% and 0.2% expected, and CME FedWatch then priced a 15.3% chance of a half-point December Fed hike alongside 84.7% for a quarter point. TGTX TG Therapeutics Research rating changed from LOW to MEDIUM. TG Therapeutics reported third-quarter revenue of $259.9 million and raised 2026 US BRIUMVI net revenue guidance to $915–920 million from $890–905 million, and global revenue guidance to about $1 billion. TK Teekay Research rating changed from LOW to MEDIUM. Teekay Tankers reported third-quarter 2026 net income of $195.2 million, or $5.60 per share, and said it expects record fourth-quarter and full-year 2026 results. TLS Telos Research rating changed from LOW to MEDIUM. Telos reported third-quarter 2026 revenue of $55.2 million, above its $49.2–50.6 million guide, and raised full-year revenue guidance to $198.2–200.7 million and adjusted EBITDA guidance to $32.3–34.1 million. TNK Teekay Tankers Research rating changed from LOW to MEDIUM. Teekay Tankers reported third-quarter 2026 adjusted earnings of $5.04 per share against a $4.83 consensus estimate and said it expects its highest-ever results in the fourth quarter and full year 2026. VG Venture Global Research rating changed from LOW to MEDIUM. Venture Global raised its 2026 adjusted EBITDA guidance to $10.0–10.3 billion from $8.7–9.1 billion and guided 575–625 cargoes for 2027 in its third-quarter report. VIAV Viavi Solutions Research rating changed from LOW to MEDIUM. Viavi reported fiscal first-quarter 2027 revenue of $469.3 million against a $450–460 million guide and guided fiscal second-quarter revenue to $505–515 million against a $467.63 million analyst estimate. VSXY Victoria's Secret Research rating changed from MEDIUM to LOW. BofA Securities downgraded Victoria's Secret & Co. to Neutral from Buy and raised its price target to $112 from $95, leaving the analyst consensus at Hold with a $97.33 target, below the share price. WIX Wix.com Research rating changed from MEDIUM to LOW. Wix's third-quarter 2026 report showed bookings growth slowing to 11% from 12% in Q2 and cut the full-year free cash flow margin guide to about 16% from high-teens. XMTR Xometry Research rating changed from LOW to MEDIUM. Xometry reported third-quarter 2026 revenue of $252 million, up 40%, and raised 2026 revenue growth guidance to at least 37% from 33–34% and adjusted EBITDA guidance to $68–68.5 million from $60–62 million.
Material changes
ACB Aurora Cannabis TD Cowen recommended Aurora shareholders accept Organigram's takeover offer, per a headline of 10 November 2026; a 6-K was also filed 9 November 2026, contents not stated. COIN Coinbase Global Company news of 9 November 2026 reported Coinbase received regulatory approval for a national trust bank charter, which the note does not reflect. CRL Charles River Laboratories International Company news of 9 November 2026 said Charles River will acquire Frontage's bioanalysis and DMPK businesses for $470 million, a deal the note does not reflect. DXCM DexCom Company news of 9 November 2026 reported Health Canada approved Dexcom G7 integration with myLoop, a regulatory decision the note does not mention. EVGO A headline of 10 November 2026 reported RBC Capital downgraded EVgo to Sector Perform and raised its price target to $2. HGTY Hagerty Company news of 10 November 2026 announced a secondary public offering of 9M shares by Hagerty Holding Corp.; shares fell 10.7% by 11 November 2026 on heavy volume. TSM Taiwan Semiconductor Manufacturing Company news of 10 November 2026 says TSMC approved strategic investments in Anthropic and OpenAI, and a 6-K was filed 10 November 2026; the note does not reflect these.
New coverage
AVEX AEVEX AEVEX Corp. joined the research coverage. BRUN Boost Run Boost Run Inc. joined the research coverage. CAPR Capricor Therapeutics Capricor Therapeutics, Inc. joined the research coverage. CARS Cars.com Cars.com Inc. joined the research coverage. CBRS Cerebras Systems Cerebras Systems Inc. joined the research coverage. CLVT Clarivate Clarivate Plc joined the research coverage. CRMD CorMedix CorMedix Inc. joined the research coverage. CTVA Corteva Corteva, Inc. joined the research coverage. CVNA Carvana Carvana Co. joined the research coverage. FIGR Figure Technology Solutions Figure Technology Solutions, Inc. joined the research coverage. FRMI Fermi Fermi Inc. joined the research coverage. FRVO Fervo Energy Fervo Energy Company joined the research coverage. HUBS HubSpot HubSpot, Inc. joined the research coverage. NBTX Nanobiotix Nanobiotix S.A. joined the research coverage. PZZA Papa John's International Papa John's International, Inc. joined the research coverage. RDDT Reddit Reddit, Inc. joined the research coverage. REZI Resideo Technologies Resideo Technologies, Inc. joined the research coverage. TE T1 Energy T1 Energy Inc. joined the research coverage. TTEK Tetra Tech Tetra Tech, Inc. joined the research coverage. UPST Upstart Holdings Upstart Holdings, Inc. joined the research coverage. XE X-Energy X-Energy, Inc. joined the research coverage. ZM Zoom Communications Zoom Communications, Inc. joined the research coverage.
Insider purchases
ABCL AbCellera Biologics 1 insider bought $0.70M on the open market, 12 November 2026. ADTN ADTRAN Holdings 1 insider bought $0.17M on the open market, 9 November 2026. AQST Aquestive Therapeutics 1 insider bought $0.10M on the open market, 10 November 2026. BLMN Bloomin' Brands 1 insider bought $0.50M on the open market, 11 November 2026. COHR Coherent 2 insiders bought $1.2M on the open market, 9 November to 10 November 2026. ENOV Enovis 2 insiders bought $0.10M on the open market, 10 November to 11 November 2026. EXFY Expensify 1 insider bought $0.99M on the open market, 9 November to 11 November 2026. HPP Hudson Pacific Properties 2 insiders bought $0.86M on the open market, 9 November to 11 November 2026. KGS Kodiak Gas Services 1 insider bought $0.04M on the open market, 11 November 2026. LILAK Liberty Latin America 1 insider bought $5.0M on the open market, 11 November 2026. LRMR Larimar Therapeutics 7 insiders bought $0.38M on the open market, 11 November to 12 November 2026. MP MP Materials 3 insiders bought $3.4M on the open market, 10 November to 11 November 2026. OBIO Orchestra BioMed Holdings 1 insider bought $6.0M on the open market, 9 November 2026. SEI Solaris Energy Infrastructure 1 insider bought $0.04M on the open market, 9 November to 11 November 2026. TEAM Atlassian 1 insider bought $2.0M on the open market, 11 November 2026. TH Target Hospitality 1 insider bought $0.31M on the open market, 11 November 2026. XGN Exagen 1 insider bought $0.37M on the open market, 11 November 2026.