$RAPP's RAP-219 met its bipolar mania endpoint, then the stock fell 15% the next day. The same-day 8-K showed 24.6% of patients on the drug stopped treatment vs 11.8% on placebo. The release headline left that out. #Biotech

kavout.com/financial-agen…

$ALGN reports Oct. 28 with Q3 revenue guided below Q2 but a ~24% non-GAAP operating margin target. After talks with Elliott, Align already agreed to a board refresh, a strategic review and a bigger buyback. Now the operating numbers. #Earnings

kavout.com/financial-agen…

Lilly's Q2 volume rose 60% while realized prices fell 13%. Deal charges make Q3 EPS estimates noisy, so the Oct. 29 tests are U.S. price, Mounjaro and Zepbound volume, and guidance. $LLY #Earnings

kavout.com/financial-agen…

Intel sold $23B of stock at $95 in August. Friday it closed at $86.96, 8.5% below that price, ahead of Oct. 29 earnings. Q2 revenue +25%, data center & AI +59%. Next test: revenue vs $16.5B and gross margin vs the 42% guide. $INTC #Earnings

kavout.com/financial-agen…

Bitcoin rose 43% in Q3, but its average price slipped slightly vs Q2 and daily swings shrank. $COIN reports Oct. 29 after three straight EPS misses, with July transaction revenue at ~$130M through July 26. The test is trading revenue. #Earnings

kavout.com/financial-agen…

$CAT has a record $72B backlog, with orders stretching into 2030. Yet the stock is 35% below its June high. Oct. 29 tests margins: Q2 got a one-time $392M tariff refund, and Q3 carries ~$600M of tariff costs. #Earnings

kavout.com/financial-agen…

SanDisk guided to record profit, yet the stock is 47% off its June high. EPS consensus for Oct. 29 already sits above the top of the $44-46 guide, and two-thirds of last quarter's growth came from pricing. Is NAND pricing holding? $SNDK #Earnings

kavout.com/financial-agen…

Ivonescimab beat AstraZeneca's Imfinzi on survival in bile duct cancer: 25% lower risk of death vs. an active regimen, in a China-only trial. $SMMT's next U.S. test is the Nov. 14 FDA decision in lung cancer. #Biotech

kavout.com/financial-agen…

737-10 certified: a win for $BA's backlog, not its balance sheet. Q3 deliveries slipped to 161, the 777 freighter line is stalled, and the CFO already said cash flow upside is "less likely." Tuesday's report is a cash test. #Earnings

kavout.com/financial-agen…

$GEV fell 11.5% in the week before earnings, with no company news. Meta's AI spending scare hit the whole power trade. Oct 28 test: do total orders hold as data centers drop to ~20% of Electrification orders from ~40%? #Earnings #AIPower

kavout.com/financial-agen…

$HAS beat by $1.04/share and jumped 19% — but $55M of tariff refunds and an early Magic shipment did some heavy lifting. Real beat, messy quality. We break down what's repeatable. #Earnings

kavout.com/financial-agen…

A 58% cut in the risk of death, with median survival of 21.1 vs 12.7 months. But $AMGN had already rallied 17% off its September low before the full DeLLphi-305 data came out Saturday. Monday is the first session to trade on the numbers. #Biotech

kavout.com/financial-agen…

$PHM missed earnings... and the stock still jumped 5.8%. Why? The real catalyst wasn't housing at all.

What the 10-year Treasury yield just did for homebuilders 👀

#PHM #Earnings #Homebuilders

kavout.com/financial-agen…

SLB's beat was real — but dig deeper and the picture changes. Stripping out acquisitions, revenue grew just 2% YoY and EPS fell 7%. Middle East recovery, not the headline, sets the ceiling. $SLB #Earnings

kavout.com/financial-agen…

$AXP beat on earnings — but the headline hides the story. Tax benefits and a $211M reserve release helped offset softer revenue and network volumes. Stock down 15% YTD, and the guidance raise? Just 30 cents at the low end. #Earnings

kavout.com/financial-agen…

FIX beat on every line: 53.7% revenue growth, $13.91 EPS vs ~$12.85 est., backlog up 90% to $17.8B. Yet the stock fell 17.2% in two days. The market isn't pricing the quarter—it's pricing a shorter data-center cycle.

$FIX #Earnings

kavout.com/financial-agen…

Newmont just hit earnings consensus, but is the cost guidance a red flag? 🤯 Lower 2026 AISC guide clashes with a much higher Q4 forecast. Dig into the nuances of the gold giant's outlook. $NEM #Mining #Earnings

kavout.com/financial-agen…

Record $3.4B in originations, yet a $0.19 loss per share and a 37% EPS guidance cut. $SLM's growth engine is firing — but the credit losses are the real story now. Can charge-offs stabilize before the $2 EPS test? #Earnings

kavout.com/financial-agen…

Guidance raise or cash flow red flag? We break down Bloom Energy's latest 2026 update—when growth meets severe cash warnings. Get the full deep dive on $BE. #CleanEnergy #CashFlow

kavout.com/financial-agen…

Guidance UP but range DOWN? 📉 DECK defied expectations, but the refund-adjusted range tells a deeper story. Don't just read the headline—understand the nuance.

$DECK #Earnings #StockAnalysis

kavout.com/financial-agen…