>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:
  • HLIT +17.1%, IBTA +15.9%, AEHR +13.3%, CMCO +11.7%, LSCC +11.1%, LIFE +10.3%, AHCO +10.2%, AEIS +9.6%, FN +8.7%, MDGL +8.5%, RVTY +7.5%, NBIX +7.2%, FISV +7.0%, FWRG +6.9%, GPK +6.3%, EVER +6.2%, BETA +5.9%, PHG +5.1%, CNK +4.3%, CE +4.1%, HLF +3.1%, ON +3.0%, ALKS +2.9%, CVI +2.8%, CLX +2.8%, HLNE +2.4%, WAT +2.4%, VRTX +2.3%, NPO +2.2%, ESRT +2.2%, RHP +2.2%, PS +2.1%, MPC +2.1%, ICHR +2.1%, VOYA +2.1%, MTCH +2.0%, FANG +2.0%, LGIH +2.0%, CC +1.9%, XMTR +1.5%
Other news:
  • BMM +9.1% (Agreed to sell Norwegian assets to ACG Metals for $220 million in stock, receiving a 27.6% stake.)
  • CVGI +8.8% (Appoints David Ruppel CEO effective Nov. 9, succeeding retiring CEO James Ray.)
  • UPWK +4.3% (Appoints Chief Business Officer Peter Sanborn as CFO effective Jan. 1, succeeding departing Erica Gessert.)
  • AMD +2.9% (Samsung will manufacture chip parts for AMD at its Texas plant.)
  • ENTG +2.9% (Acquired Advanced Abrasives and partnered with Element Six to enter AI thermal-management materials for advanced packaging.)
  • XPEV +2.1% (Appointed Lee Man-sik to lead planned South Korean market entry and develop local sales and service networks.)
  • BBSI +2.0% (Opened a Canonsburg branch to expand payroll, HR and business consulting services across western Pennsylvania.)
  • PTCT +2.0% (Authorized a share repurchase program for up to $500 million of common stock.)
  • MKSI +1.8% (Begins $25 million Guangzhou manufacturing expansion to meet strong regional plating-equipment demand, targeting third-quarter 2027 completion.)
  • NVDA +1.6% (Samsung will manufacture chip parts for Nvidia at its Texas plant.)
  • SON +1.6% (Plans a $40 million Richmond mill modernization, adding about 9,000 tons of annual capacity over two years.)
  • AEVA +1.5% (Signs Micro-Epsilon supply agreement including a multi-thousand order for Eve high-precision sensors.)
  • USO +1.3% (U.S. military conducted limited defensive strikes on Iran's Qeshm Island after Iran fired at a U.S. aircraft.)
  • FCPT +1.3% (CEO purchased 10,000 shares for approximately $226,070.)
  • NTRA +1.2% (Secures expanded Medicare coverage for Signatera testing in hepatocellular carcinoma, including serial surveillance for early-stage patients.)
  • CRGY +1.2% (Reported Q3 adjusted EBITDAX up 61.5% year over year to $785.8 million and $367 million levered FCF.)
  • ILMN +1.1% (Selected to provide whole-genome sequencing and analysis for Singapore's 450,000-person SG-INSIGHT study.)
Analyst comments:
  • BE +6.2% (Upgraded to Overweight from Equal Weight at Barclays, with a $289 price target.)
  • NET +3.0% (Upgraded to Overweight at JPMorgan with a $350 price target.)
  • AFYA +1.8% (Upgraded to Buy from Neutral at Citi with a $12 price target.)
  • SIRI +1.6% (Upgraded to Buy from Neutral at Goldman Sachs with a $37 price target.)