After Hours Report

Updated: 04-Nov-25 18:00 ET
Advanced Micro Devices and Arista Networks head lower on earnings despite beating expectations

The stock market faced a relatively broad retreat today with losses paced by mega-cap and tech names, sending the S&P 500 (-1.2%), Nasdaq Composite (-2.0%), and DJIA (-0.5%) firmly lower. 

The market's reaction to Palantir Technologies' (PLTR 190.73, -16.45, -7.94%) earnings report provided the spark for the broader pullback in the AI trade. The report itself was not indicative of a retreat, as the company crushed earnings expectations and raised its guidance. Instead, the sell-off seemed tied to valuation concerns and some profit-taking after an impressive run this year. Even after today's pullback, the stock still trades at a forward price-to-earnings ratio of over 200x. 

Palantir's move set the stage for some profit-taking across other AI-related and growth names, many of which are also components of the information technology sector (-2.3%). 

Chipmakers faced considerable pressure throughout the session, pushing the PHLX Semiconductor Index 4.0% lower. NVIDIA (NVDA 198.69, -8.19, -3.96%) was one of six "magnificent seven" names to trade lower, and Advanced Micro Devices (AMD 250.05, -9.60, -3.70%) retreated ahead of its earnings report after the close. 

Apple (AAPL 270.04, +0.99, +0.37%) was the only Magnificent Seven name to close with a gain, supported by a Bloomberg report that the company is developing a cheaper MacBook to compete with the Chromebook and other more affordable laptops. 

The consumer discretionary sector (-1.9%) faced the next widest loss, pressured by Tesla's (TSLA 444.26, -24.11, -5.15%) weakness. Elsewhere in the sector, Norwegian Cruise Line (NCLH 18.79, -3.39, -15.28%) finished as the worst-performing name in the S&P 500 after beating EPS expectations but missing on revenues and issuing disappointing guidance, bringing other cruise line names lower in sympathy. 

The communication services sector (-1.5%) saw both of its mega-cap components finish lower. The Vanguard Mega Cap Growth ETF closed with a 1.8% loss. 

Elsewhere, the industrials sector (-1.2%) faced some sell-the-news pressure from Uber's (UBER 94.67, -5.05, -5.06%) earnings report, while the energy sector (-0.9%) saw weakness in Marathon Petroleum (MPC 184.50, -11.28, -5.76%) after an earnings miss. 

The materials (-0.4%) and utilities (-0.4%) sectors closed with more modest losses. 

Meanwhile, four S&P 500 sectors closed with modest gains, benefitting from a combination of earnings-related moves and a general rotation into more defensive sectors. 

The financials sector (+0.6%) finished at the top of the standings, supported by a solid move in Apollo Global Management (APO 130.52, +6.57, +5.30%) after an earnings beat. 

The consumer staples (+0.5%) and health care (+0.3%) sectors posted similar gains, while the real estate sector (-0.3%) advanced more modestly. 

Outside of the S&P 500, the small-cap Russell 2000 (-1.8%) and S&P Mid Cap 400 (-0.9%) also retreated today. 

Decliners outpaced advancers by a roughly 2-to-1 ratio on the NYSE and a 3-to-1 clip on the Nasdaq, highlighting the scope of today's weakness. However, negative breadth has plagued the market for the past several sessions, though the outsized influence of the mega-caps over the major averages largely prevented index-level losses before today's session. The trend of mega-cap dominance came to a halt today, with the S&P 500 Equal Weighted Index (-0.7%) outperforming the market-weighted S&P 500 (-1.2%).

The market did not mount a buy-the-dip effort this afternoon, as the absence of meaningful macro catalysts left investors focused squarely on stretched valuations, allowing profit-taking to take hold and broadening the pullback beyond the recent AI leadership.

U.S. Treasuries recorded modest gains on Tuesday after spending the session in a narrow range near their starting levels. The 2-year note yield settled down two basis points to 3.58%, and the 10-year note yield settled down two basis points to 4.09%.

  • Nasdaq Composite: +20.9% YTD
  • S&P 500: +15.1% YTD
  • DJIA: +10.7% YTD
  • Russell 2000: +8.8% YTD
  • S&P Mid Cap 400: +3.0% YTD

Overseas:

  • Europe: DAX -0.8%, FTSE +0.1%, CAC -0.5%
  • Asia: Nikkei -1.7%, Hang Seng -0.8%, Shanghai -0.4%

Commodities:

  • Crude Oil -0.42 @ 60.58
  • Nat Gas +0.07 @ 4.57
  • Gold -52.20 @ 3961.40
  • Silver -0.70 @ 47.29
  • Copper -0.11 @ 4.95

After-Hours Spotlight:

  • Advanced Micro Devices (AMD) beats by $0.03, beats on revs; guides Q4 revs above consensus...AMD -2.9%
  • Advanced Energy (AEIS) beats by $0.27, beats on revs; guides Q4 EPS in-line, revs above consensus...AEIS +5.1%
  • Arista Networks (ANET) beats by $0.03, beats on revs; guides Q4 revs in-line...ANET -9.8%
  • Astera Labs (ALAB) beats by $0.10, beats on revs; guides Q4 EPS above consensus, revs above consensus...ALAB -3.8%
  • CAVA Group (CAVA) misses by $0.01, reports revs in-line; comp sales +1.9%; lowers FY25 comp sales guidance...CAVA -7.4%
  • Kratos Defense and Security (KTOS) beats by $0.01, beats on revs; guides Q4 revs below consensus; guides Q1 (Mar) revs below consensus...KTOS -9.1%
  • Live Nation (LYV) reports Q3 (Sep) results, misses on revs...LYV -5.5%
  • MNTN, Inc. (MNTN) beats by $0.04, reports revs in-line; guides Q4 revs in-line...MNTN -4.4%
  • Pinterest (PINS) misses by $0.04, reports revs in-line; guides Q4 revs in-line...PINS -19.5%
  • Super Micro Computer (SMCI) misses by $0.02, misses on revs; guides Q2 EPS below consensus, revs above consensus; guides FY26 revs above consensus...SMCI -8.6%
  • Trex (TREX) misses by $0.06, misses on revs; guides Q4 revs below consensus; authorizes a $50 mln share repurchase program, plans to lower production in Q4...TREX -25.7%
  • Ultragenyx Pharma (RARE) misses by $0.58, misses on revs; reaffirms FY25 revs guidance...RARE -11.5%
  • Zeta (ZETA) Global reports Q3 (Sep) results, beats on revs; guides Q4 revs above consensus; guides FY26 revs above consensus...ZETA +9.6%

Fair Value for Wednesday, November 5:

  • S&P 500: 6,800
  • Nasdaq 100: 25,563
  • DJIA: 47,213
Today's News Summary:

For a full rundown of today's market and after hours developments, see Live In Play

  • Earnings/Guidance (Full Earnings Calendar):
    • Addus HomeCare (ADUS) beats by $0.03, beats on revs
    • Air Lease (AL) beats by $0.08, misses on revs
    • Ameresco (AMRC) beats by $0.10, beats on revs; reaffirms FY25 EPS guidance, revs guidance
    • Atlas Energy Solutions (AESI) misses by $0.19, misses on revs
    • Boise Cascade (BCC) misses by $0.10, beats on revs; mgmt says housing demand to stay soft near term, rate cuts seen lifting market later in 2026
    • BP (BP) beats by $0.09, beats on revs
    • BWX Technologies (BWXT) beats by $0.15, beats on revs; raises FY25 EPS above consensus, guides FY25 revs in-line
    • Cabot (CBT) beats by $0.02, misses on revs; guides FY26 EPS below consensus
    • Capital Southwest Corp. (CSWC) misses by $0.02
    • Capri Holdings (CPRI) misses by $0.16, beats on revs; guides Q3 EPS above consensus, revs in-line; guides FY26 EPS in-line, revs in-line; new $1.0 bln repurchase authorization
    • Clorox (CLX) beats by $0.07, beats on revs; reaffirms FY26 EPS guidance, revs guidance
    • CNO Financial (CNO) reports Q2 results
    • Colliers (CIGI) beats by $0.06, beats on revs; reaffirms outlook
    • Comstock (CRK) beats by $0.04, beats on revs
    • Corebridge Financial (CRBG) misses by $0.12
    • Diamondback Energy (FANG) beats by $0.13, beats on revs
    • Eastman Chemical (EMN) misses by $0.02, misses on revs; guides FY25 EPS below consensus
    • Ensign Group (ENSG) beats by $0.03, beats on revs; raises FY25 EPS, revs guidance
    • EverQuote (EVER) beats by $0.12, beats on revs; guides Q4 revs above consensus
    • Exact Sciences (EXAS) misses by $0.04, beats on revs; guides FY25 revs above consensus
    • Exelon (EXC) beats by $0.08, beats on revs; reaffirms FY25 EPS guidance
    • Fabrinet (FN) beats by $0.10, beats on revs; guides Q2 EPS above consensus, revs above consensus
    • Ferrari (RACE) beats by $0.06, beats on revs; guides FY25 revs in-line
    • First Watch Restaurant Group (FWRG) misses by $0.02, beats on revs; guides FY25 revs above consensus
    • Franco-Nevada (FNV) beats by $0.05, beats on revs
    • Genius Sports (GENI) misses by $0.12, beats on revs; raises FY25 revs above consensus
    • Global Payments (GPN) beats by $0.03, reports revs in-line; reaffirms FY25 revs guidance, reaffirms constant currency adjusted EPS growth
    • Goodyear Tire (GT) beats by $0.14, reports revs in-line
    • Halozyme Therapeutics (HALO) beats by $0.09, beats on revs; raises FY25 EPS and revenue guidance; Also announces CFO transition plan
    • Harley-Davidson (HOG) beats by $1.57, beats on revs; continues to withhold guidance
    • Harmonic (HLIT) beats by $0.07, beats on revs; guides Q4 EPS below consensus, revs below consensus
    • Helios Technologies (HLIO) beats by $0.06, beats on revs; guides FY25 EPS above consensus, revs above consensus
    • Hims & Hers Health (HIMS) misses by $0.03, beats on revs; guides Q4 revs below consensus
    • Hologic (HOLX) beats by $0.03, beats on revs
    • IAC Inc. (IAC) misses by $0.03, misses on revs
    • ICHOR Corporation (ICHR) misses by $0.05, beats on revs; guides Q4 EPS below consensus, revs below consensus
    • Innovative Industrial Properties (IIPR) beats by $0.14, beats on revs
    • Insperity (NSP) misses by $0.42, reports revs in-line; guides Q4 EPS below consensus; guides FY25 EPS below consensus
    • Inspire Medical Systems (INSP) beats by $0.57, beats on revs; raises FY25 EPS guidance, reaffirms FY25 revs guidance
    • JELD-WEN (JELD) misses by $0.34, misses on revs; guides FY25 revs below consensus; announces 11% workforce reduction; initiates strategic review of its European segment
    • Kforce (KFRC) beats by $0.07, beats on revs; guides Q4 EPS in-line, revs above consensus
    • Lattice Semi (LSCC) reports EPS in-line, revs in-line; guides Q4 EPS in-line, revs in-line
    • LGI Homes (LGIH) misses by $0.08, reports revs in-line
    • Life Time (LTH) beats by $0.08, beats on revs; raises FY25 revs above consensus
    • MARA Holdings Inc. (MARA) beats by $0.25, reports revs in-line; announces a joint initiative with MPLX
    • Marathon Petroleum (MPO) misses by $0.14, beats on revs
    • Marriott (MAR) beats by $0.09, reports revs in-line; guides Q4 EPS below consensus; guides FY25 EPS in-line
    • Martin Marietta (MLM) beats by $0.13, misses on revs; guides FY25 revs in-line
    • Molson Coors Brewing (TAP) misses by $0.03, misses on revs; updates FY25 revs guidance
    • National Storage Affiliates (NSA) beats by $0.01, misses on revs; reaffirms FY25 FFO guidance
    • Navitas Semiconductor (NVTS) reports EPS in-line, beats on revs; guides Q4 revs below consensus
    • Nintendo (NTDOY) reports H1 results
    • Norwegian Cruise Line (NCLH) beats by $0.04, misses on revs; guides Q4 EPS below consensus
    • Novanta (NOVT) beats by $0.05, reports revs in-line; guides Q4 EPS below consensus, revs in-line
    • Ormat Tech (ORA) beats by $0.03, beats on revs; guides FY25 revs above consensus
    • Palantir Technologies (PLTR) beats by $0.04, beats on revs; guides Q4 revs above consensus; raises FY25 revs above consensus
    • Paymentus (PAY) beats by $0.05, beats on revs; guides Q4 revs above consensus
    • Pfizer (PFE) beats by $0.24, reports revs in-line; raises FY25 EPS in-line, reaffirms FY25 revs guidance
    • Primoris Services (PRIM) beats by $0.52, beats on revs; guides FY25 EPS above consensus
    • Qorvo (QRVO) beats by $0.11, beats on revs; guides Q3 EPS in-line, revs in-line
    • Realty Income (O) reports FFO in-line, beats on revs; guides FY25 FFO in-line
    • RingCentral (RNG) beats by $0.06, reports revs in-line; guides Q4 EPS in-line, revs below consensus
    • Ryman Hospitality (RHP) beats by $0.08, beats on revs; narrows FY25 FFO guidance, which is above consensus
    • Sanmina (SANM) beats by $0.10, beats on revs; guides Q1 EPS above consensus, revs above consensus
    • Sarepta Therapeutics (SRPT) beats by $0.60, beats on revs
    • SBA Comm (SBAC) beats by $0.08, beats on revs; narrows FY25 EPS guidance; raises FY25 revenue guidance
    • Sealed Air (SEE) beats by $0.17, beats on revs; guides FY25 EPS above consensus, revs in-line
    • Shoals Technologies (SHLS) reports EPS in-line, beats on revs; guides Q4 revs mostly above consensus; guides FY25 revs above consensus
    • Shopify (SHOP) reports EPS in-line, beats on revs
    • Silicon Labs (SLAB) beats by $0.01, reports revs in-line; guides Q4 EPS above consensus, revs in-line
    • Simon Properties (SPG) beats by $0.13, beats on revs; raises FY25 FFO above consensus
    • Sotera Health (SHC) beats by $0.04, beats on revs; raises FY25 EPS above consensus
    • Spotify (SPOT) beats by $1.32, reports revs in-line; guides Q4 revs in-line
    • Tennant (TNC) misses by $0.04, reports revs in-line; guides FY25 EPS in-line, revs in-line
    • Thomson Reuters (TRI) beats by $0.02, reports revs in-line; reaffirms FY25 revs guidance
    • Uber (UBER) reports Q3 (Sep) results, beats on revs, gross bookings up 21%, at upper end of prior guidance range; Guides Q4 Gross Bookings above consensus, adjusted EBITDA in-line
    • Unum Group (UNM) misses by $0.06, beats on revs
    • Upwork (UPWK) misses by $0.08, beats on revs; guides Q4 EPS above consensus, revs above consensus
    • V2X (VVX) beats by $0.15, beats on revs; raises FY25 guidance
    • Vertex Pharma (VRTX) beats by $0.22, reports revs in-line; guides FY25 revs in-line
    • Viper Energy Partners (VNOM) beats by $0.02, beats on revs
    • Vital Farms (VITL) beats by $0.06, beats on revs; guides FY25 revs above consensus
    • Vornado Rlty Trust (VNO) beats by $0.02, beats on revs
    • Waters (WAT) beats by $0.19, beats on revs; guides Q4 EPS below consensus; guides FY25 EPS above consensus
    • Williams Cos (WMB) misses by $0.02, beats on revs; guides FY25 EPS in-line
    • Wingstop (WING) beats by $0.17, misses on revs, domestic comps -5.6%, lowers FY25 comp guidance
    • Xenon Pharmaceuticals (XENE) reports EPS in-line, beats on revs; appoints CFO
    • Yum! Brands (YUM) beats by $0.09, misses on revs; Worldwide same-store sales +3%
    • Yum China (YUMC) beats by $0.02, reports revs in-line
    • Zoetis (ZTS) beats by $0.08, reports revs in-line; reaffirms FY25 EPS in-line, lowers FY25 revenue guidance
    • ZoomInfo (ZI) beats by $0.02, beats on revs; guides Q4 EPS above consensus, revs above consensus; guides FY25 EPS above consensus, revs above consensus
  • General News
    • Senate Majority Leader John Thune is "optimistic" a deal can be reached this week to end the government shutdown, according to Politico
    • Top Wall Street executives are concerned about high equity valuations, according to Bloomberg
    • Former VP Dick Cheney has passed away, according to CNN
    • China offering subsidies to lower power cost for data centers, according to FT
    • Abivax SA (ABVX) announces patient-reported outcomes from its Phase 3 ABTECT 8-week induction trials evaluating obefazimod in adult patients with moderate-to-severely active ulcerative colitis
    • Almonty Industries (ALM) announces the commencement of a large-scale drilling program at its Panasqueira Mine in Portugal, with the objective to define the mine plan for the expansion into Level 4, a new production level
    • Amerisafe (AMSF) announces that CFO Anastasios Omiridis has notified the Company of his intent to resign, effective November 30; co plans to launch an executive search for a new Executive Vice President and CFO
    • Atlas Energy Solutions (AESI) places an order of 240 megawatts of power generation equipment from a blue-chip equipment provider to facilitate the evolution of its power business into a provider of long-tem power solutions to a diversified customer base scanning the breadth of the economy
    • Becton Dickinson (BDX) announces full enrollment of the iliac artery patient cohort in its pivotal AGILITY Investigational Device Exemption study, a prospective, multi-center study evaluating the Revello Vascular Covered Stent in patients with peripheral arterial disease
    • Digital Realty Trust (DLR) announces a further collaboration with NVIDIA focused on advancing the design and deployment of next-generation AI infrastructure at Digital Realty's campus in Manassas, Northern Virginia
    • Eagle Bancorp (EGBN) announces that Susan G. Riel has informed the Company’s Board of Directors of her intention to retire as President and Chief Executive Officer in 2026
    • Fastenal (FAST) appoints Max Tunnicliff to the position of Chief Financial Officer, effective November 10
    • Fluor (FLR) awarded a contract by LanzaJet for the front-end engineering and design of a pioneering sustainable aviation fuel production hub in North Yorkshire, England
    • Glencore (GLNCY) aiming to close a copper metal operation in Canada, according to Reuters
    • Granite Constr (GVA) announces the award of a contract valued at approximately $70 mln by the Tucson Airport Authority for work at Tucson International Airport
    • Gran Tierra Energy (GTE) announces normal course issuer bid and automatic share purchase plan for up to 10% of public float
    • Harmonic (HLIT) expands partnership with Spectrum to extend the company's industry-leading cOS vCMTS and advanced network and operational tools across Spectrum's entire service area, and include the deployment of DOCSIS 4.0 Unified Pebble-2 RPDs
    • Hudson Technologies (HDSN) announces that Chairman and Chief Executive Officer Brian Coleman has stepped down effective immediately
    • ICHOR Corporation (ICHR) names Phil Barros Chief Executive Officer, effective immediately
    • Immersion (IMMR): Larson Family Investment Trust sends letter highlighting concerns about the Board's failure to ensure a business strategy to achieve long-term value
    • JELD-WEN (JELD) has initiated a comprehensive review of strategic alternatives for its Europe business
    • Kura Oncology (KURA) receives second $30 million development milestone payment in AML Menin inhibitor program with Kyowa Kirin
    • Midland States Bancorp (MSBI) announces authorization of new $25 million stock repurchase program
    • Louisiana-Pacific (LPX) announces that CEO Brad Southern will retire effective February 19, 2026; co appoints Jason Ringblom to succeed Southern as CEO, effective February 19
    • MagnaChip Semi (MX) concludes an agreement with Hyundai (HYMLF) Mobis Company Limited regarding the use of high-performance Insulated Gate Bipolar Transistor technology, and plans to expand its business based on this technology
    • Marathon Petroleum (MPO) announces that the board of directors of MPC has elected Maryann T. Mannen, president and chief executive officer and member of the board of directors, as chairman of the board, effective Jan. 1, 2026
    • Merck (MRK) has entered into an agreement to receive funds managed by Blackstone Life Sciences for the development of sacituzumab tirumotecan, an investigational antibody-drug conjugate targeting trophoblast cell-surface antigen 2, a protein found on the surface of various cancer cells
    • Netflix (NFLX) in discussions to license video podcasts from iHeartMedia (IHRT), according to Bloomberg
    • Pacira BioSciences (PCRX) announces an exclusive worldwide license and collaboration agreement with AmacaThera for the development and commercialization of AMT-143, a novel long-acting formulation of the non-opioid analgesic ropivacaine for postsurgical pain control
    • Palantir Technologies (PLTR) and Dubai Holding have announced a strategic agreement to establish a joint venture - Palantir’s first in the UAE - named Aither
    • Protalix BioTherapeutics (PLX) and Chiesi Global Rare Diseases, a business unit of the Chiesi Group, have requested a re-examination of the recent negative opinion issued by the Committee for Medicinal Products for Human Use of the European Medicines Agency regarding the proposed dosing regimen of 2 mg/kg body weight infused every 4 weeks for Elfabrio
    • Rapid7 (RPD) announces an expanded partnership with Microsoft aimed at helping organizations simplify and strengthen their detection and response capabilities across Microsoft environments
    • RingCentral (RNG) announces an agentic voice AI suite that includes AI Receptionist, AI Virtual Assistant, and AI Conversation Expert
    • Sherwin-Williams (SHW) announces that its Board of Directors has elected Benjamin E. Meisenzahl to serve as the Company's next Chief Financial Officer, effective January 1, 2026
    • Starbucks (SBUX) enters into an agreement to form a joint venture with Boyu Capital, an alternative investment firm, to operate Starbucks retail in China
    • Stellantis (STLA) ends supply deal with Novonix, according to Reuters
    • Tesla (TSLA): Norway's wealth fund rejected the pay package for Tesla CEO Elon Musk, according to WSJ
    • Tesla's (TSLA) China-produced EV sales fell 9.9%, according to Reuters
    • Tonix Pharma (TNXP) announces collaboration with Massachusetts General Hospital to advance Phase 2 Clinical Trial of Dimeric Fc-modified anti-CD40L mAb, TNX-1500, to prevent kidney transplant organ rejection
    • UCB SA (UCBJY): U.S. FDA approves KYGEVVI (doxecitine and doxribtimine), the first and only treatment for adults and children living with thymidine kinase 2 deficiency (TK2d)
    • Veracyte (VCYT) announces the publication of two studies demonstrating the Afirma GRID research tool’s ability to help define the future of thyroid nodule evaluation
    • Victoria's Secret (VSCO): BBRC International wants changes to VSCO's board, according to WSJ
    • Yum! Brands (YUM) announces the initiation of a formal review of strategic options for the Pizza Hut brand
  • Upgrades:
    • Apple (AAPL) upgraded to Buy from Hold at DZ Bank, tgt $300
    • Aimco (AIV) upgraded to Outperform from Peer Perform at Wolfe Research, tgt $10
    • Bruker (BRKR) upgraded to Hold from Sell at Nephron Research
    • Comcast (CMCSA) upgraded to Neutral from Underperform at BNP Paribas Exane, tgt $28
    • Hercules Capital (HTGC) upgraded to Buy from Neutral at Compass Point, tgt $19.50
    • Inspire Medical (INSP) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $90
    • James Hardie (JHX) upgraded to Buy from Neutral at Citigroup
    • Knife River (KNF) upgraded to Overweight from Equal Weight at Wells Fargo, tgt $75
    • Napco Security (NSSC) upgraded to Buy from Hold at TD Cowen, tgt $50
    • Porsche (POAHY) upgraded to Neutral from Sell at UBS
    • Qorvo (QRVO) upgraded to Neutral from Underweight at JPMorgan, tgt $105
    • Red Rock Resorts (RRR) upgraded to Buy from Hold at Jefferies, tgt $65
    • Sterling Infrastructure (STRL) upgraded to Buy from Hold at Texas Capital, tgt $450
    • Tactile Systems (TCMD) upgraded to Buy from Neutral at BTIG Research, tgt $28
    • Terex (TEX) upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $47
    • WM (WM) upgraded to Outperform from Neutral at Robert W. Baird, tgt $242
  • Downgrades:
    • AbbVie (ABBV) downgraded to Hold from Buy at DZ Bank, tgt $237
    • Alvotech (ALVO) downgraded to Hold from Buy at Deutsche Bank, tgt $8
    • Avantor (AVTR) downgraded to Market Perform from Outperform at Raymond James
    • Caesars (CZR) downgraded to Hold from Buy at Jefferies, tgt $22
    • Charter (CHTR) downgraded to Perform from Outperform at Oppenheimer
    • Comcast (CMCSA) downgraded to Perform from Outperform at Oppenheimer
    • DraftKings (DKNG) downgraded to Neutral from Buy at BofA Securities, tgt $35
    • Ichor Holdings (ICHR) downgraded to Hold from Buy at Stifel, tgt $21
    • Kimberly-Clark (KMB) downgraded to In Line from Outperform at Evercore ISI, tgt $120
    • uniQure (QURE) downgraded to Market Perform from Outperform at William Blair
    • Ryanair (RYAAY) downgraded to Market Perform from Outperform at Bernstein
    • Steel Dynamics (STLD) downgraded to Neutral from Buy at UBS, tgt $165
  • Others:
    • Antalpha (ANTA) initiated with a Buy at B. Riley, tgt $14
    • MBX Biosciences (MBX) initiated with a Buy at TD Cowen
    • Phoenix Education (PXED) initiated with a Buy at B. Riley, tgt $60
    • Qnity Electronics (Q) initiated with an Outperform at Mizuho, tgt $110
    • Twist Bioscience (TWST) initiated with an Overweight at Stephens, tgt $41
  • Econ Data (Wednesday):
    • 7:00 ET: Weekly MBA Mortgage Index (prior 7.1%)
    • 8:15 ET: October ADP Employment Change (Briefing.com consensus 26,000; prior -32,000)
    • 9:45 ET: Final October S&P Global U.S. Services PMI (prior 54.2)
    • 10:00 ET: October ISM Services (Briefing.com consensus 50.9%; prior 50.0%)
    • 10:30 ET: Weekly crude oil inventories (prior -6.86 mln)
  • Earnings:
    • Monday (Nov 3)
      • Pre-Market: AMG ARES AXSM BCRX BNTX BRKR CNA FRPT FUBO HESM IDXX KTB KRYS LQDA NSSC ON MD PNW PEG VERX
      • After-Hours: ADUS ADTN AL AMRC AESI BCC BWXT CBT CSWC CLX CNO CRK CRBG CTRA DENN FANG EMN ENSG EVER EXAS FN FNV GT HALO HLIT HLIO HIMS HOLX IAC ICHR IIPR INVX NSP INSP JBTM JELD KFRC LSCC MYGN NSA NVTS NMFC OGS ORA OTTR PLTR PAY PCH PRIM QRVO O RNG RHP SANM SRPT SBAC SPG SNDX TNC UFPT UNM VVX VRTX VNOM VNO VOYG WMB XENE GTM
      Tuesday (Nov 4)
      • Pre-Market: AL AHCO ADM ADT FOLD HOUS APO ACLS BALL BP BRSL BR CPRI CDW CIGI DAVE DRVN ETN ECVT ERJ NPO EXC EXPD RACE FWRG FTS IT GENI GPN GPK HLNE HOG HRMY HSIC HTZ HLMN INGR IPGP KNF KYMR LGIH LTH LDOS MDGL MPC MAR MLM TAP MPLX NNN NCLH NOVT OCUL PFE PJT PTLO PINC RYTM SEE SHLS SHOP SLAB SHC SPOT SWK SXC MZTI TRI BLD TPG UBER ULS UNIT VITL WAT WING XMTR YUMC YUM ZTS
      • After-Hours: ATEN AEIS AMD AES AFL ALGT AFG AIG AMGN ANDE ANGI ANET ASH AIZ ALAB AUGO AXON BHE CDRE CRC CDNA CAVA CHRD CLNE CORT CRSR CRUS CTVA CPNG CWEN DAWN DEI EQH WTRG ES ECG EXEL FLYW GDRX GO GXO HNGE HMN IOSP INTA IFF JKHY JXN KGC KGS KTOS KD LMB LYV LTC LITE MAC MARA MASI MBC MTCH MATX MRCY MIRM MNTN MOS NMIH OI OEC OVV PARR PCTY PRDO PINS PRCT PTCT QGEN QLYS RDN RPD RVLV RIVN WTTR TSLX SKY SWKS SM SU SMCI SUPN SKT TEM TDC BWIN TOST TREX RARE UPST VCYT VOYA WES XIFR ZETA
    • Wednesday (Nov 5)
      • Pre-Market: ACMR GOLF ADNT ALIT ARCB ASC ARVN AVNS AVNT AVA BSY TECH BCO BG CCJ CAI COR CTRI GIB CRL CHH CNK DOCN DIN DT EMR ESTA FIS AG FVRR FTRE FTDR GPRE HUM INMD IRM JCI JLL KMT KRNT LMND LINE LIVN LPX MNKD MCD EYE NYT NWN OC PSN PAYO PFGC PRGO PAA PPL RXRX RPRX SABR SMG SRE SNBR SEDG SONO SWX SRAD SHOO SUN TBLA TEVA TRMB U WWW XPEL ZBH
      • After-Hours: ACHC ACAD ACVA ADPT ADMA AIN ALB ALL AOSL AMC AMCR AWR AMPL APA APP ARM ARRY ATO BGS BTG BBSI BKH OTF BMBL LEU CERT CF CHYM COHR CNMD CXW CWAN CPAY COTY CXT CRH CW CYTK DLX DVN DASH DUOL BROS ELF ELAN ECPG ET ENS ENVX EQX EE FICO FSLY FIG FTNT FWRD FRSH ULCC FSK GNK GFL LOPE GEF HL HLF HPK HST HUBS INFA NGVT IPAR IBP IONQ JAZZ JOBY KMPR KNTK KVYO LZ LNW RAMP LCID LYFT MGNI MTW MQ VAC MCK MET MIAX MKSI MUR NFG NATL NTR OTEX KAR PTRN PAYC PEB PEN PR POWI PRI PCOR PTC QTWO QCOM QDEL RYN RELY REZI RVMD RLJ HOOD ROOT RGLD RXST SBRA SAFE SDGR SDRL SEZL SBGI SITM SLDE SNAP SPT STE RGR TLN TPB TALO TTAM TKO TROX TPC USPH VECO VIR HCC WTS WK ZIP
    • Thursday (Nov 6)
      • Pre-Market: AAON ACIW WMS APD AMR ATUS AEE COLD APPN MT ASPN AZN ATHM BCE BDX ONC BLMN GOOS CNQ CARS YOU CCOI COLL CMRC COP CNR CMI QBTS DDOG XRAY LPG DCO DD SATS ENOV EPAM EVRG FA GEO GOGO GVA HAE H HIMX PODD INSW JBI KVUE KRP DNUT LAMR LNTH LFST LGND LSPD MTSI MRX MCFT MDU MLCO MFA MRNA NABL VYX NTCT NXST NOMD NVMI NVAX NRG OLPX OSCR PZZA PH PENN PLNT PLTK PBH PRMB PRVA RL ROK RXO SCSC SN FOUR SGI STGW STVN STRA SLF TPR TRP TGLS TFX TRIP UAA PRKS USFD VCEL VTRS VST WD WRBY WBD YETI
      • After-Hours: TXG AFRM ABNB AKAM ALRM LNT AHR AMN AAOI ACHR ARLO AORT AGO ASTH AVPT BBDC BILL BL XYZ BHF CPT CARG CE CENX CC CPK CIVI ED CON CRNX DRH DIOD DOCS DKNG DBX EVCM EVTC EVH EXPI EXPE EOG FNF FIGS FIVN FLO FOXF GEN G GMED GRND HRB HUN ICUI INDI INOD IREN FROG KRMN LMAT LFMD LION MTD MCHP MNST MP NTRA NHI NRDS NWSA LASR NOG SMR OMDA OS ONTO OPEN OUT PCRX PLMR PAR PTON PBA PGNY QNST QXO RXT RBA SOLV SOUN STEP RUN SG SYNA TTWO TNDM TXRH TTD TRUP OLED USAR VCTR VTEX WPM WSC WYNN XPOF YELP ZD ZYME
    • Friday (Nov 7)
      • Pre-Market: AQN AMCX AXL ANIP ATMU BIP CNH CNDT CEG DK DV DUK ENB ESNT FLR BEN GTN KKR KOP MKTX PWP FUN SHO SLVM TDS TU WEN
      • After-Hours: CLMT
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