Day: 2026-10-20 ยท 2026-10-21 ยท 2026-10-22 ยท 2026-10-23 ยท 2026-10-26 ยท 2026-10-27 ยท 2026-10-28 ยท 2026-10-29 ยท 2026-10-30
| Ticker | Guidance (vs consensus) | EPS | Revenue | % move | OCF | FCF | Cash-flow note | Expected direction |
|---|---|---|---|---|---|---|---|---|
| Raised (2) | ||||||||
| ABBV BMO | FY26 adjusted EPS raised to $13.95-13.99 from $13.76-13.96 (includes $0.69/share YTD acquired IPR&D); roughly in line with ~$13.95 consensus per Investing.com. 2027 quarterly dividend raised 5.2% to $1.82. โ | beat | beat | -0.42% | n/a | n/a | OCF/FCF not in the earnings release; not verified for this update. โ | n/a |
| ILMN AMC | FY26 revenue raised to $4.64-4.66B from $4.60-4.64B; non-GAAP EPS raised to $5.40-5.45 from $5.30-5.40; operating margin 23.6%. Guidance excludes tariff refunds. โ | n/a | n/a | -12.10% | $419M (Q3)+47.5% y/y | $378M (Q3)+49.4% y/y | Company-reported FCF equals OCF less $41M capex; prior-year OCF $284M and FCF $253M. | BullishRaised guidance backed by strong cash flow |
| Maintained / in-line (1) | ||||||||
| XOM BMO | No new numeric revenue/EPS outlook in the release; announced 2027 share repurchases of $20B and a 44th consecutive year of annual dividend increases. โ | beat | beat | +1.58% | $25.65B (Q3) | $19.11B (Q3) | Company-defined FCF after $7.18B PP&E additions; OCF includes a $2.2B working-capital inflow (OCF ex working capital $23.4B). Q3 distributions $9.4B. | BullishGuidance held, backed by strong cash flow |
| Cut / weak (4) | ||||||||
| AMZN AMC | Q4 net sales $240-247B; midpoint below ~$244.5B LSEG consensus. FY26 capex held at ~$220B; CEO expects to spend meaningfully more in 2027. โ | miss | miss | -7.40% | n/a | -$42.4B (TTM) | Second straight negative FCF quarter; TTM outflow $42.4B (worse by 386% y/y per CNBC), driven by AI-related property and equipment purchases. | BearishGuidance cut and weak cash flow |
| RBLX AMC | Q4 bookings $1.89-2.00B (-10% to -15% y/y) vs ~$2.01B consensus; revenue $1.47-1.58B; adjusted EBITDA -$70M to -$10M; Q4 FCF -$190M to -$105M. โ | beat | n/a | -13.27% | $395M (Q3)-28% y/y | $364M (Q3)-18% y/y | Q3 FCF flattered by about $140M of capex shifted into Q4; Q4 FCF guided negative. | BearishGuidance cut and weak cash flow |
| RDDT AMC | Q4 revenue $1.00-1.03B vs ~$1.05B LSEG; adjusted EBITDA $480-510M. Management says search referral traffic is down meaningfully and the trend continues into Q4. โ | beat | beat | -23.93% | $364M (Q3)+96% y/y | $363M (Q3)+98% y/y | Capex only $1M; FCF margin about 41% of revenue; $3.03B cash and securities. | BearishGuidance cut beats strong cash flow |
| INTC AMC | Q4 revenue $15.0-16.0B vs ~$17.1B LSEG; non-GAAP EPS $0.25 vs ~$0.43; non-GAAP gross margin 38.0%. CFO sees PC slowdown through at least 1H27. โ | beat | inline | -26.19% | $5.08B (Q3)+100% y/y | $1.64B adjusted (Q3)+83% y/y | Adjusted FCF includes $847M of net partner contributions and $48M of government incentives against $4.22B gross capex. | BearishGuidance cut beats strong cash flow |
| Outlook only / not classified (3) | ||||||||
| COIN AMC | Q4 subscription/services revenue $550-630M; adjusted expenses $1.070-1.157B. FY26 adjusted expenses lowered/narrowed to $4.15-4.30B. Lower expense guidance is a cost reduction, not a revenue-guidance cut; consensus comparison unverified. โ | n/a | n/a | -7.30% | n/a | n/a | OCF/FCF not verified for this update; adjusted EBITDA and adjusted net income are not cash flow. โ | n/a |
| MSTR AMC | Release gives no numeric forward revenue/EPS target. Preferred-equity distributions are expected to qualify as return of capital for the foreseeable future, subject to tax conditions; this is not operating-earnings guidance. โ | beat | miss | -7.39% | n/a | n/a | Bitcoin valuation gains are not operating cash flow. OCF/FCF not verified in this update; no cash-flow strength or directional score assigned. โ | n/a |
| SNDK AMC | FQ2 revenue $12.2-12.6B; non-GAAP gross margin 84.5-85.5%; pre-split non-GAAP EPS $55.00-57.00. New quarterly outlook; consensus comparison not verified. โ | beat | beat | -8.88% | $6.36B (FQ1) | $6.31B (FQ1) | Adjusted FCF $5.70B (51.6% margin) after Flash Ventures and NBM prepayment items; capex only $54M. Down q/q from $7.13B OCF. | n/a |