After Hours Report

Updated: 28-Apr-26 17:15 ET
Seagate Tech sharply higher on Q3 beat and upside guide; Starbucks nicely higher on beat-and-raise

The S&P 500 (-0.5%) and Nasdaq Composite (-0.9%) did not extend their streak of record highs today as tech and mega-cap names faced some profit-taking after the recent stretch of leadership. There was some rotational activity into more defensive holdings and other parts of the market that helped the DJIA (-0.1%) close just below its flatline.

Weakness across semiconductor stocks weighed on the Nasdaq Composite in particular. After snapping an 18-session winning streak yesterday, the PHLX Semiconductor Index (-3.6%) faced a steeper retreat today, exacerbated by a Wall Street Journal report indicating that OpenAI missed internal revenue and user targets, raising concerns about its ability to fund future computing needs.

NVIDIA (NVDA 213.07, -3.54, -1.63%) was a "magnificent seven" laggard, and Corning (GLW 153.05, -14.96, -8.90%) faced pressure after topping earnings estimates and issuing in-line guidance, though the stock had been on an impressive run-up into its earnings report this morning.

The top-weighted information technology sector (-1.3%) finished as the worst-performing S&P 500 sector.

Outside of the tech space, earnings were a key driver of price action. The materials sector (-1.1%) faced pressure as precious metals prices retreated, though Nucor (NUE 225.11, +10.11, +4.70%) delivered a solid earnings report while Sherwin-Williams (SHW 324.27, -11.83, -3.52%) moved lower after its own results. Coca-Cola (KO 78.35, +2.91, +3.86%) was a notable standout, contributing to strength in the defensive consumer staples sector (+1.0%), while Pentair (PNR 82.86, -9.41, -10.20%) was among the worst-performing S&P 500 components, weighing on the industrials sector (-0.9%).

Meanwhile, the energy sector (+1.7%) captured the widest gain as crude oil futures settled $3.56 higher (+3.7%) at $99.95 per barrel. Headlines surrounding U.S.-Iran talks were relatively quiet, though Reuters reported that the UAE will leave OPEC and OPEC+.

All told, today's session reflects some caution ahead of an eventful day tomorrow. The market will receive the latest FOMC decision, where the Fed is widely expected to leave rates unchanged, though investors will be closely focused on any commentary that could suggest whether a potential rate hike remains on the table. In addition, four "Magnificent Seven" companies are set to report earnings after the close, while mega-cap leadership showed signs of fatigue today, with the Vanguard Mega Cap Growth ETF retreating 0.9%.

U.S. Treasuries of most tenors retreated for the second consecutive day while the long bond outperformed, recovering its opening loss.  The U.S. Treasury capped this week's note auction slate with a weak sale of $44 billion in 7-year notes, but post-auction selling was short-lived. The 2-year note yield settled up four basis points to 3.84%, and the 10-year note yield settled up two basis points to 4.35%.

  • Russell 2000: +11.1% YTD
  • S&P Mid Cap 400: +9.1% YTD
  • Nasdaq Composite: +6.1% YTD
  • S&P 500: +4.3% YTD
  • DJIA: +2.3% YTD

 Reviewing today's data:

  • February FHFA Housing Price Index 0.0% (Briefing.com consensus 0.2%); Prior was revised to 0.2% from 0.1%
  • February S&P Case-Shiller Home Price Index 0.9% (Briefing.com consensus 1.2%); Prior 1.2%
  • April Consumer Confidence 92.8 (Briefing.com consensus 89.2); Prior was revised to 92.2 from 91.8
    • The key takeaway from the report is that consumer attitudes were helped in April by perceptions of the labor market and income expectations.

Overseas:

  • Europe: DAX +0.2%, FTSE +0.1%, CAC -0.5%
  • Asia: Nikkei -1.0%, Hang Seng -1.0%, Shanghai -0.2%

Commodities:

  • Crude Oil +3.56 @ 99.95
  • Nat Gas +0.01 @ 2.55
  • Gold -86.80 @ 4607.80
  • Silver -1.63 @ 73.34
  • Copper -0.05 @ 5.97

After-Hours Spotlight:

  • Bloom Energy (BE) beats by $0.32, beats on revs; raises FY26 guidance...BE +16.0%
  • Booking Holdings (BKNG) beats by $0.06, reports revs in-line...BKNG -4.2%
  • ExlService (EXLS) beats by $0.04, beats on revs; raises FY26 EPS and revenue guidance...EXLS +7.7%
  • F5 Networks (FFIV) beats by $0.44, beats on revs; guides Q3 EPS above consensus, revs above consensus; raises FY26 EPS above consensus, revs above consensus...FFIV +5.3%
  • Fair Isaac (FICO) beats by $1.61, beats on revs; raises FY26 guidance...FICO +8.6%
  • Mondelez Int'l (MDLZ) beats by $0.06, beats on revs; reaffirms FY26 EPS and organic revenue guidance...MDLZ +2.6%
  • NXP Semi (NXPI) beats by $0.07, reports revs in-line; guides Q2 EPS above consensus, revs above consensus...NXPI +16.3%
  • O-I Glass (OI) misses by $0.06, beats on revs; lowers FY26 EPS below consensus...OI -19.2%
  • Robinhood Markets (HOOD) misses by $0.01, misses on revs...HOOD -6.4%
  • Seagate Tech (STX) beats by $0.59, beats on revs; guides Q4 EPS above consensus, revs above consensus...STX +16.5%
  • Starbucks (SBUX) beats by $0.07, beats on revs, Global comparable sales of +6.2%; raises FY26 EPS and Global and U.S. comparable sales growth guidance...SBUX +5.0%
  • Teradyne (TER) beats by $0.45, beats on revs; guides Q2 EPS in-line, revs in-line...TER -8.4%
  • T-Mobile US (TMUS) beats by $0.26, reports revs in-line...TMUS +1.7%
  • Visa (V) beats by $0.21, beats on revs...V +6.4%
  • Waste Mgmt (WM) beats by $0.07, reports revs in-line; reaffirms FY26 revs guidance...WM -0.1%

Fair Value for Wednesday, April 28:

  • S&P 500: 7,169
  • Nasdaq 100: 27,165
  • DJIA: 49,286
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):
    • Alexandria RE (ARE) reports FFO in-line, misses on revs; guides FY26 FFO in-line
    • Allegion (ALLE) misses by $0.10, reports revs in-line; reaffirms FY26 EPS guidance, guides FY26 revs in-line; announces buyback
    • AllianceBernstein (AB) reports EPS in-line, misses on revs
    • American Tower (AMT) beats by $0.14, beats on revs; guides FY26 FFO in-line
    • Amkor (AMKR) beats by $0.09, beats on revs; guides Q2 EPS above consensus, revs above consensus
    • Anglo American (NGLOY) reports Q1 production; reaffirms FY26 outlook
    • Applied Industrial (AIT) reports EPS in-line, beats on revs; guides Q4 EPS in-line; guides FY26 EPS in-line; raises FY26 revs outlook
    • ArcBest (ARCB) beats by $0.03, reports revs in-line
    • Ares Capital (ARCC) misses by $0.01, misses on revs
    • Armstrong World Industries (AWI) misses by $0.12, reports revs in-line; reaffirms FY26 EPS guidance, revs guidance
    • Asbury Automotive (ABG) misses by $0.25, misses on revs
    • AvalonBay (AVB) beats by $0.03; guides Q2 FFO below consensus
    • Avery Dennison (AVY) beats by $0.04, beats on revs; guides Q2 EPS in-line
    • Barclays PLC (BCS) reports Q1 results; provides FY26 and FY28 targets; announces £500 mln buyback
    • Bed Bath & Beyond (BBBY) beats by $0.04, beats on revs
    • BP (BP) beats by $0.20, beats on revs
    • Brixmor Property (BRX) reports FFO in-line, beats on revs; guides FY26 FFO in-line
    • Brown & Brown (BRO) beats by $0.03, reports revs in-line
    • Cadence Design (CDNS) beats by $0.08, beats on revs; guides FY26 EPS in-line, revs in-line
    • CECO Environ. (CECO) beats by $0.21, beats on revs; raises FY26 revenue and adjusted EBITDA guidance
    • Celestica (CLS) beats by $0.08, reports revs in-line; guides Q2 EPS above consensus, revs in-line
    • Centene (CNC) beats by $1.14, beats on revs; guides FY26 EPS above consensus, revs in-line
    • Cincinnati Fincl (CINF) beats by $0.15, beats on revs
    • CMS Energy (CMS) beats by $0.03, beats on revs; guides FY26 EPS in-line
    • Coca-Cola (KO) beats by $0.05, beats on revs; provides Q2 and FY26 guidance
    • Coca-Cola European Partners (CCEP) reports Q1 trading update; reaffirms FY26 outlook
    • COPT Defense Properties (CDP) beats by $0.01, beats on revs; guides Q2 FFO in-line; guides FY26 FFO in-line
    • Corning (GLW) beats by $0.01, beats on revs; guides Q2 EPS in-line, revs in-line
    • Crane (CR) beats by $0.20, beats on revs; raises FY26 adjusted EPS guidance
    • Crown (CCK) beats by $0.11, beats on revs; guides Q2 EPS mostly below consensus; reaffirms FY26 EPS in-line
    • Custom Truck One Source (CTOS) beats by $0.03, beats on revs; reaffirms FY26 revs guidance
    • Embraer SA (EMBJ) discloses Q1 backlog and deliveries data
    • Enterprise Products (EPD) misses by $0.03, beats on revs
    • First Commonwealth (FCF) misses by $0.03, reports revs in-line
    • Galaxy Digital (GLXY) beats by $0.27, beats on revs
    • General Motors (GM) beats by $1.10, reports revs in-line; raises FY26 EPS in-line
    • Herc Holdings (HRI) beats by $0.42, beats on revs
    • Hillman Solutions Corp. (HLMN) misses by $0.01, reports revs in-line; guides FY26 revs in-line
    • Hilton (HLT) beats by $0.03, reports revs in-line; guides Q2 EPS below consensus; guides FY26 EPS below consensus
    • Hope Bancorp (HOPE) beats by $0.01, misses on revs
    • Incyte (INCY) beats by $0.49, beats on revs; guides FY26 revs below consensus
    • JetBlue Airways (JBLU) misses by $0.14, reports revs in-line; Sees Q2 RASM up 7-11%; Announces actions to mitigate increased fuel costs
    • Kforce (KFRC) beats by $0.06, reports revs in-line; guides Q2 EPS above consensus, revs above consensus
    • Kilroy Realty (KRC) beats by $0.03, beats on revs; guides FY26 FFO above consensus
    • Kiniksa Pharmaceuticals (KNSA) beats by $0.07, beats on revs; guides FY26 revs above consensus
    • Kimberly-Clark (KMB) beats by $0.04, beats on revs
    • Lending Club (LC) beats by $0.08, beats on revs; guides Q2 EPS in-line; guides FY26 EPS in-line
    • LGI Homes (LGIH) beats by $0.22, misses on revs
    • Northwest Bancshares (NWBI) beats by $0.05; approved $50 mln share repurchase program
    • Novartis AG (NVS) misses by $0.11, misses on revs; reaffirms FY26 outlook
    • NOV Inc. (NOV) misses by $0.10, reports revs in-line; guides Q2 revs below consensus
    • Nucor (NUE) beats by $0.41, beats on revs; seeing strong demand across key end markets
    • Omnicell (OMCL) beats by $0.22, beats on revs; guides Q2 EPS in-line, revs above consensus; guides FY26 EPS above consensus, revs in-line
    • Pentair (PNR) beats by $0.05, reports revs in-line; guides Q2 EPS in-line; guides FY26 EPS in-line, revs in-line
    • PJT Partners (PJT) beats by $0.01, beats on revs
    • Polaris Industries (PII) beats by $0.52, beats on revs; reaffirms FY26 EPS guidance
    • Public Storage (PSA) beats by $0.10, misses on revs; reaffirms FY26 FFO guidance
    • Qiagen (QGEN) sees Q1 EPS in line; sees Q1 revs below consensus; provides Q2 and FY26 guidance
    • S&P Global (SPGI) beats by $0.15, beats on revs; guides FY26 EPS in-line, revs in-line
    • Sanmina (SANM) beats by $0.76, beats on revs; guides Q3 EPS above consensus, revs in-line; guides FY26 EPS above consensus, revs in-line; announces buyback
    • Sherwin-Williams (SHW) beats by $0.08, beats on revs; reaffirms FY26 EPS guidance
    • Simpson Manufacturing (SSD) beats by $0.26, beats on revs
    • Smithfield Foods (SFD) beats by $0.05, beats on revs; reaffirms outlook
    • Sportradar Group AG (SRAD) misses by €0.06, misses on revs; guides FY26 revs in-line; also annonces $250 mln enhanced share repurchase program; also names new COO
    • Spotify (SPOT) beats by €0.50, reports revs in-line; guides Q2 revs in-line
    • Stepan Company (SCL) beats by $0.06, misses on revs
    • Sun Communities (SUI) beats by $0.08, beats on revs; guides Q2 FFO below consensus; raises FY26 FFO in-line
    • TransUnion (TRU) beats by $0.07, beats on revs; guides Q2 EPS below consensus, revs above consensus; guides FY26 EPS below consensus, revs above consensus
    • Universal Health (UHS) beats by $0.21, beats on revs
    • UPS (UPS) beats by $0.05, beats on revs; guides FY26 revs in-line
    • Ventas (VTR) beats by $0.03, beats on revs; raises FY26 FFO guidance
    • Volaris Aviation (VLRS) misses on top and bottom lines; provides Q2 guidance
    • Watsco (WSO) beats by $0.17, beats on revs; also to acquire Jackson Supply, one of the Sunbelt's largest HVAC distributors
    • Xylem (XYL) beats by $0.04, reports revs in-line; guides FY26 EPS in-line, revs in-line
    • Zimmer Biomet (ZBH) beats by $0.22, reports revs in-line; raises FY26 EPS guidance
  • General News
    • A U.S. official says President Trump is not satisfied with Iran's proposal to end the war and open the Strait of Hormuz because it delays nuclear negotiations to a later date (USO, XLE), Reuters
    • Iran is trying to find more ways to store oil, hoping to avoid a damaging production shutdown as the U.S. blockade stops its exports, WSJ
    • The first liquefied natural gas tanker travels through the Strait of Hormuz since war began, Bloomberg
    • Foreign automakers might pull the least expensive vehicles from U.S. market if USMCA trade deal is not extended, WSJ
    • Australia wants to charge large technology companies a 2% levy unless they agree to deals with local news media companies, Reuters
    • U.S. intelligence agencies studying how Iran would react if President Trump declares victory in the war, according to Reuters
    • China to begin exporting jet fuel, diesel and gasoline, according to FT
    • Iran expected to present a revised peace plan to U.S. soon, according to CNN
    • PolyMarket wants CTFC approval to bring its main exchange to U.S., according to Bloomberg
    • U.S. wants chip equipment makers to stop shipments to Hua Hong, according to Reuters
    • Iran's economy has already been battered and could get worse amid U.S. blockade; Iranian leaders still think it can endure pain longer than President Trump, according to AP
    • FDA also confirms two major steps as part of an initiative to advance the implementation of real-time clinical trials; The agency will accept comments on the RFI until May 29, 2026
    • Acting U.S. Ambassador to Ukraine to leave her position amid differences with President Trump, according to FT
    • AbbVie (ABBV): EvolveImmune Therapeutics announces the nomination of a development candidate against a solid tumor target as part of its ongoing partnership with AbbVie
    • AbbVie (ABBV) announced positive topline results from the Phase 3b/4 head-to-head SELECT-SWITCH study evaluating the efficacy and safety of upadacitinib (RINVOQ)
    • Aclaris Therapeutics (ACRS) announces positive full top line first-in-human results from Phase 1a healthy volunteer clinical trial of ATI-052 and announces Lichen Planus as lead indication for ATI-2138
    • agilon health (AGL) names Tim O'Rourke CEO effective May 7, succeeding Ronald Williams
    • Alibaba (BABA) confirms Hong Kong Stock Exchange spin-out approval
    • Alphabet (GOOG): Google withdraws from $100 mln Pentagon drone swarm AI contest after internal ethics review, according to Bloomberg
    • Amazon (AMZN) expands OpenAI partnership, bringing frontier models, Codex, and managed agents to Bedrock in limited preview
    • American Tower (AMT) announces the expansion of its Ethernet Virtual Circuits bandwidth option with the introduction of 100Gbps on the Open Cloud Exchange platform
    • Ametek (AME) in discussions to acquire Indicor’s testing and measurement unit, according to WSJ
    • Anteris Technologies Global Corp. (AVR) has secured U.S. Medicare reimbursement eligibility for the global pivotal PARADIGM Trial under a Centers for Medicare & Medicaid Services national coverage policy
    • Apple (AAPL) planning new photo editing AI features with iOS 27, according to Bloomberg
    • AstraZeneca (AZN) receives US approval for Breztri in asthma
    • AstraZeneca's (AZN) fixed-dose triple-combination therapy BREZTRI Aerosphere has been approved in the US for the maintenance treatment of asthma in adult and pediatric patients 12 years of age and older
    • Avalo Therapeutics (AVTX) announces it has entered into a Milestone Buyout Option and Amendment Agreement related to the company’s prior acquisition of AlmataBio, Inc. in March of 2024
    • Bayer (BAYRY): The Supreme Court is considering blocking Bayer RoundUp lawsuits, Washington Post
    • Bed Bath & Beyond (BBBY): Letter to Shareholders from Marcus Lemonis, Executive Chairman and CEO: Q1 2026 Shareholder Letter
    • Benitec Biopharma (BNTC) announces oral presentation of interim phase 1b/2a clinical study results for high dose BB-301 and continued durable improvements for low dose BB-301 at the 2026 American Society of Gene and Cell Therapy annual meeting
    • Biomea Fusion (BMEA) announce 52-week results from Phase 2 COVALENT-112 trial in type 1 diabetes
    • Blaize Holdings (BZAI) announced a three-way strategic collaboration with Nokia (NOK) and PT Datacomm Diangraha to accelerate the deployment of hybrid AI inference infrastructure across Indonesia and the wider Asia-Pacific (APAC) region
    • Blue Moon Metals (BMM) has approved a final investment decision on the construction for its Nussir project, located in northern Norway
    • Blue Owl Capital (OWL) advisor was sued over allegedly inflating fund values, according to Reuters
    • Boeing (BA) and Copa Airlines (CPA) announce the Panamanian operator has ordered 40 737 MAX airplanes
    • Booz Allen Hamilton (BAH) elevates Kristine Martin Anderson to President, appoints Troy Lahr as new CFO
    • Box (BOX) announces the general availability of Box Automate to orchestrate agentic workflows
    • CACI Intl (CACI) announces it has achieved Amazon Web Services (AMZN) Managed Service Provider status for its secure, compliant Hybrid Cloud
    • Cardiol Therapeutics (CRDL) announces the continued expansion of its pivotal Phase III MAVERIC trial in the United States, with the planned activation of up to seven additional clinical centers
    • Cleveland-Cliffs (CLF) announces it has entered a strategic partnership with Palantir Technologies (PLTR) to deploy advanced AI-driven solutions across its footprint
    • Cognizant Tech (CTSH) announces the launch of the Cognizant Innovation Network, a corporate investment arm focused on backing early to mid-stage enterprise software startups
    • Commerce Bancshares' (CBSH) Board of Directors approved an increase to the Company’s share repurchase authorization, adding 2,500,000 shares of common stock
    • Crinetics Pharmaceuticals (CRNX) announces the European Commission has approved Palsonify, the first once-daily, oral, selectively-targeted somatostatin receptor type 2 nonpeptide agonist, for the treatment of adult patients with acromegaly
    • Cullinan Therapeutics (CGEM) announced that the FDA has accepted a NDA for zipalertinib for the treatment of patients with locally advanced or metastatic non-small cell lung cancer
    • Deluxe (DLX) announces strategic partnership with MRI Software
    • Dynatrace (DT): Starboard delivers letter to Dynatrace
    • Dynatrace (DT) acknowledges shareholder letter and highlights continued value creation; looks forward to continuing dialogue with Starboard
    • Editas Medicine (EDIT) to present new preclinical data demonstrating progress of EDIT-401 as potential treatment for hyperlipidemia at upcoming scientific conferences
    • Elanco Animal Health (ELAN) receives emergency authorizations for livestock parasite treatments
    • Eni S.p.A. (E): Acting President of Bolivarian Republic of Venezuela Delcy Rodriguez meets with Eni CEO Claudio Descalzi
    • Erasca (ERAS) Announces Positive Preliminary Phase 1 Dose Escalation Data for Potentially Best-in-Class Pan-RAS Molecular Glue ERAS-0015 in KRAS-Mutant Solid Tumors
    • Experian (EXPGY) announces it plans to expand access to trusted financial education by integrating into Snapchat’s (SNAP) AI Sponsored Snaps ad offering
    • FB Financial's (FBK) Board authorizes $175 mln repurchase program
    • FedEx (FDX) wants to return its MD-11 cargo jets to service in May, WSJ
    • First Financial Bankshares (FFIN) increases quarterly dividend to $0.22/share from $0.19/share
    • Gemini (GEMI) Space Station: Gemini Releases New Trading Options for Bitcoin Maxis
    • GlaxoSmithKline (GSK) receives priority review for hepatitis B drug bepirovirsen
    • Google (GOOG, GOOGL) signed a classified AI deal with the Defense Department, The Information
    • Honeywell (HON) announces the anticipated Board of Directors for Honeywell Aerospace; Craig Arnold expected to serve as Independent Chairman
    • Incyte (INCY) announces Suketu (Suky) Upadhyay as Executive Vice President and Chief Financial Officer, effective May 4, 2026
    • Janux Therapeutics (JANX) announces it will discontinue further clinical development of JANX008, its EGFR-targeted Tumor Activated T Cell Engager program
    • JPMorgan (JPM) Chase CEO Jamie Dimon repeats warning of credit market downturn, according to Bloomberg
    • Matador Resources (MTDR) promotes Christopher Calvert to CFO and Glenn Stetson to COO
    • Mayfair Gold (MINE) advances Fenn-Gib project, targets 2028 build decision
    • Medtronic (MDT) receives EU approval for Stealth AXiS surgical system
    • Merck KGaA (MKKGY): Remepy announces collaboration with Merck KGaA, Darmstadt Germany to advance hybrid drugs across therapeutic areas
    • Meta Platforms' (META) WhatsApp previous inquiry into privacy of messages has been dropped, according to Bloomberg
    • NVIDIA (NVDA) CAO Donald Robertson to retire
    • NVIDIA (NVDA) aunches Nemotron 3 Nano Omni model, unifying vision, audio and language for up to 9x more efficient AI agents
    • Omnicom's (OMC) Creo announces collaboration with Google Cloud (GOOG/GOOGL) to transform the content creator lifecycle
    • OpenAI missed its own user and revenue targets, WSJ
    • Oracle (ORCL) and BorderPlex tap Bloom Energy (BE) fuel cells to power 2.45 GW AI data center microgrid in New Mexico
    • PACS Group (PACS) announces retirement of co-founder and CFO Mark Hancock, effective June 30, 2026
    • Pentair (PNR) announces that Jerome Pedretti, Executive Vice President and Chief Executive Officer of Pentair Pool, will depart the Company effective July 1, 2026
    • Pfizer (PFE) has entered into settlement agreements with generic drug manufacturers Dexcel Pharma, Hikma Pharmaceuticals and Cipla Ltd, regarding lawsuits filed in the U.S. District Court for the District of Delaware for infringement of patents relating to VYNDAMAX, a treatment for cardiomyopathy transthyretin-mediated amyloidosis
    • Phibro Animal Health (PAHC) announces expected implementation of a new regulatory framework governing the use of certain antimicrobials in Brazil that have growth promotion indications
    • Prothena (PRTA) announces that the U.S. Food and Drug Administration has granted Fast Track Designation to coramitug, a potential best-in-class amyloid depleter antibody currently in Phase 3 development for the treatment of ATTR amyloidosis with cardiomyopathy
    • Repay Holdings (RPAY): Veradace Capital affirms 8.5% active stake; delivered notice of its nomination of Alexander Vezendan and William Jacobs for election at the 2026 Annual Meeting
    • Rithm Capital (RITM) announces that its commercial real estate platform Paramount Group, has officially rebranded as Elecor Properties, a premier real estate platform redefining the modern workplace
    • Rocket Pharmaceuticals (RCKT) announces a strengthened financial position following the sale of its Rare Pediatric Disease Priority Review Voucher
    • Sallie Mae (SLM) announces it has named Chief Financial Officer Peter Graham and Chief Operational Officer Kerri Palmer Co-Presidents of the company
    • Sportradar Group AG (SRAD) appoints Sameer Deen as Chief Operating Officer
    • Sprott Physical Copper Trust (SII) announces preliminary proxy results for unitholder meeting and anticipated listing date on the NYSE Arca
    • Stellantis (STLA): Hongqi is interested in Stellantis' plant in Spain, Reuters
    • Tesla (TSLA): Regulators end investigation into Tesla Model Y EVs, Reuters
    • UFP Industries (UFPI) to acquire the operating assets, including real estate, of Berry Pallets, a pallet manufacturer based in Waseca, Minnesota for approximately $20 mln
    • VersaBank (VBNK) receives TSX approval to renew its Normal Course Issuer Bid for its common shares
    • Walt Disney (DIS): FCC orders Walt Disney Company, American Broadcasting Company, and television subsidiaries to file early license renewal applications for their television stations
    • Waterstone Financial (WSBF) announces that on April 27, 2026, its Board of Directors authorized the repurchase of up to an additional 2,000,000 shares of the Company’s outstanding shares of common stock under its existing repurchase program
    • Zimmer Biomet (ZBH) announces Suketu Upadhyay, Chief Financial Officer and Executive Vice President, Finance, Operations and Supply Chain, will depart the company effective April 28 for a new professional opportunity
  • Upgrades:
    • BW LPG Ltd (BWLP) upgraded to Buy from Hold at Kepler Cheuvreux
    • Old Dominion (ODFL) upgraded to Neutral from Underperform at Robert W. Baird, tgt $229
    • Organon (OGN) upgraded to Neutral from Underweight at Piper Sandler, tgt $14
    • Siemens (SIEGY) upgraded to Buy from Hold at HSBC
    • Telus (TU) upgraded to Buy from Hold at TD Cowen
    • TFI International (TFII) upgraded to Buy from Neutral at BofA Securities; tgt $161
  • Downgrades:
    • Compass Therapeutics (CMPX) downgraded to Mkt Perform from Outperform at Raymond James
    • Nucor (NUE) downgraded to Neutral from Buy at UBS, tgt $224
    • Rambus (RMBS) downgraded to Neutral from Outperform at Robert W. Baird, tgt $120
    • Tronox (TROX) downgraded to Sell from Hold at Truist; tgt $8
  • Others:
    • American Homes 4 Rent (AMH) initiated with a Buy at Compass Point, tgt $37.50
    • Barings BDC (BBDC) initiated with a Neutral at Lucid Capital, tgt $9.25
    • Cardinal Health (CAH) initiated with an Outperform at William Blair
    • Cencora (COR) initiated with a Market Perform at William Blair
    • Emera (EMA) initiated with an Equal Weight at Barclays; tgt $53
    • Enterprises Finl (EFSC) resumed with an Outperform at Raymond James, tgt $65
    • First Tracks Biotherapeutics (TRAX) initiated with a Buy at H.C. Wainwright, tgt $30
    • Fortis (FTS) initiated with an Overweight at Barclays, tgt $62
    • Immatics (IMTX) initiated with a Buy at TD Cowen
    • Invitation Homes (INVH) initiated with a Neutral at Compass Point, tgt $30
    • McKesson (MCK) initiated with an Outperform at William Blair
    • Micron (MU) initiated with a Buy at DA Davidson, tgt $1,000
    • Opus Genetics (IRD) initiated with a Market Outperform at Citizens, tgt $12
    • Satellos Bioscience (MSLE) initiated with a Buy at Guggenheim; tgt $23
    • Versigent (VGNT) initiated with an Outperform at BNP Paribas Exane, tgt $41
    • WEX (WEX) initiated with a Buy at Loop Capital, tgt $195
  • Econ Data (Wednesday):
    • 7:00 ET: Weekly MBA Mortgage Index (prior 7.9%)
    • 8:30 ET: February and March Housing Starts (prior 1.487 mln) and Building Permits (prior 1.376 mln), March Durable Orders (prior -1.4%), Durable Orders ex-transport (prior 0.8%), March advance International Trade in Goods (prior NA), March advance Retail Inventories (prior NA), and March advance Wholesale Inventories (prior NA)
    • 10:00 ET: February and March New Home Sales (prior 587,000)
    • 10:30 ET: Weekly crude oil inventories (prior +1.93 mln)
    • 14:00 ET: April FOMC Decision (Briefing.com consensus 3.50-3.75%; prior 3.50-3.75%)
  • Earnings:
    • Monday (April 27)
      • Pre-Market: DPZ DEA NE VZ
      • After-Hours: ARE AMKR AMRZ AVB BBBY BRX BRO CDNS CLS CINF CDP CR CCK CTOS HLMN KFRC KRC LC NWBI NOV NUE PSA SANM SSD SUI UHS VTR
      Tuesday (April 28)
      • Pre-Market: ALLE AB AMT AIT ARCB ARCC AWI ABG AVY BP CECO CNC CMS KO CVLT GLW CURB ECL EPD FCF FELE BEN GLXY GM HRI HLT HOPE INCY IVZ ITRI JBLU KMB KNSA LGIH NVS OMCL PCAR PNR PJT PII SPGI SHW SFD SPOT SCL SYY TRU UPS WSO XYL ZBH
      • After-Hours: ATEN AKR ACGL APAM ASH NTB BE BKNG BXP CZR CDNA CSGP EIX ESI ENPH EQR ESS EXLS EXE EXR FFIV FICO FE GEF HIW IR LSTR MIR MDLZ NBR NEO NOG NXPI OI OHI OMC OKE OPK PEB PPG RNR RNST RBBN HOOD RSI SBCF STX ST SIMO SLDE STAG SBUX LRN TMUS TER TRMK UCTT UMBF UNM VRNS VLTO V WPC WM WBS WELL WERN
    • Wednesday (April 29)
      • Pre-Market: ABBV AER AGIO APH ADP AVTR CAR AVT BLCO BIIB BLKB EAT BIP BG CNI CRS GIB CHEF CLVT CTSH CBU CSTM DAN EME ETR ETSY EEFT EVR EXTR FSS FVRR GRMN GEHC GNRC GD GSK HAYW HUM IEX IONS LMND LII LAD LXP MTRN MGPI NAVI OGE ODFL OSW PSN PAG PSX PRG PUMP PB REGN SMG SLGN SITE SOFI SWK TEVA COCO TW UMC VRSK VIRT VMC WING YUMC YUM
      • After-Hours: ACHC AFL AGI ALGN ALKT ALL GOOG AMZN AFG AWK AM AR AXS BHE CHRW CWH CP CVNA CBZ CAKE CMG CNMD CLB CUZ CVI DK EBAY EIG EQIX ETD EG FIBK FLS FMC F FORM FCPT FTAI GFL GKOS GRBK THG PI IRT INVH MAT MAX META MEOH MTG MGM MSFT MAA MC MUSA MYRG NFG NTGR NWE ORLY PPC PLXS PRCT PFS QTWO QCOM RRR REG SBRA SBAC SCI SFM TDOC TENB
    • Thursday (April 30)
      • Pre-Market: AOS ADT APD AIN ALNY MO AME APG MT ATI AXTA BAX BDC BMY BR BC BLDR CWT CAH CARR CAT CCC CHKP CHH CNH CNX COP CRH CROX CFR DAR DTM DTE LLY ENTG FTV FTDR FCN GTX GIL GVA GPI HSY HGV HUBB H IDA ITW NSP IP ITGR ICE IDCC IRM JLL KIM KEX KYMR LHX LH LAUR LECO LKQ MLM MA MPT MRK TAP NMRK NNN NVCR OPCH PH PATK PBF PHIN PWR RCL SAIA SIRI SW SAH SO STGW SXC TROW FTI THC TXT CI TT TRS TNET TRN UPBD VLO VISN W WCC WTW XEL XRX XPO
      • After-Hours: AEM ALHC LNT AIG AMGN AAPL ATR ACA ARDX AJG TEAM AX BZH BIO SAM CPT CWST CLX CNO COHU COLM CORT CUBE DXCM DRH DLB EMN EHC EXPO FHI FSLR FIVN FND GDDY LOPE GDYN HR HUN ILMN IMAX INGM IRTC TREE LPLA MTZ MMSI MTX MHK MPWR NMIH PCRX PK KWR RDDT RMD RIOT RIVN RBLX ROKU RYAN RHP SNDK SNDR SEM SBGI SPSC SPXC SYK SKT TRUP TWLO OLED HCC WDC WY ZETA
    • Friday (May 1)
      • Pre-market: AMG AON ARES ATMU AN BTSG CBOE CVX CHD CNK CL D EL XOM FRT GTES DINO HBM IMO LAZ LEA LIN LYB MGA MRNA NWL NVT OMF PWP PIPR POR PRLB TRP TEX TPG WNC WT XHR
      • After-Hours: None
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