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Earnings
Markets
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Sectors
עברית
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Thursday 29 October 2026
All
63
View
6
Conviction
5
Bet
46
Scores
9
Thursday 29 October
4
PWR
Quanta Services
Earnings
Quanta kept 8.5 cents of operating profit per sales dollar and raised its forecast
Conviction
Medium
→
Low
SWKS
Skyworks Solutions
Bet re-priced
Re-priced at the 28 October close
Risk / reward
Defensive
→
Fragile
PATH
UiPath
Bet re-priced
Re-priced at the 28 October close
Risk / reward
Defensive
→
Fragile
FIVN
Five9
Bet re-priced
Re-priced at the 28 October close
Risk / reward
Defensive
→
Fragile
Wednesday 28 October
7
VPG
Vishay Precision Group
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Defensive
→
Fragile
RIOT
Riot Platforms
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Asymmetric
→
Speculative
PATH
UiPath
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Fragile
→
Defensive
LEU
Centrus Energy
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Speculative
→
Fragile
The bet
Fair
→
Expensive
IONQ
IonQ
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Speculative
→
Fragile
The bet
Fair
→
Expensive
FIVN
Five9
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Fragile
→
Defensive
CRCT
Cricut
Bet re-priced
Re-priced at the 27 October close
Risk / reward
Fragile
→
Defensive
Tuesday 27 October
4
CLS
Celestica
Call read
Celestica beat its forecast and guided 2027 sales to $40B; no 2027 cash figure
Conviction
Medium
→
Low
PATH
UiPath
Bet re-priced
Re-priced at the 26 October close
Risk / reward
Defensive
→
Fragile
DE
Deere & Company
Bet re-priced
Re-priced at the 26 October close
Risk / reward
Fragile
→
Defensive
CRCT
Cricut
Bet re-priced
Re-priced at the 26 October close
Risk / reward
Defensive
→
Fragile
Monday 26 October
9
ECG
Everus Construction Group
News
Everus shares fell to $94.91, down 25% in three weeks, with no company news
View
Neutral
→
Attractive
Valuation
3
→
4
RIOT
Riot Platforms
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Speculative
→
Asymmetric
OSCR
Oscar Health
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Fragile
→
Defensive
LEU
Centrus Energy
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
FIVN
Five9
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Defensive
→
Fragile
DE
Deere & Company
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Defensive
→
Fragile
CRCT
Cricut
Bet re-priced
Re-priced at the 23 October close
Risk / reward
Fragile
→
Defensive
META
Meta Platforms
News
Meta starts selling $35 billion of new shares and plans $60 billion more
Financial position
3
→
2
Per-share capture
3
→
2
FN
Fabrinet
News
Fabrinet shares fell 32% in three weeks with no news from the company
Valuation
2
→
3
Friday 23 October
5
NVEC
NVE
News
NVE's shares fell 34% in a day after its weak quarter
View
Unattractive
→
Neutral
Valuation
2
→
3
FPS
Forgent Power Solutions
News
Forgent's shares fell 21.5% the morning its finance chief quit
View
Neutral
→
Attractive
Valuation
3
→
4
VPG
Vishay Precision Group
Bet re-priced
Re-priced at the 22 October close
Risk / reward
Fragile
→
Defensive
IONQ
IonQ
Bet re-priced
Re-priced at the 22 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
AEHR
Aehr Test Systems
Price move
Price re-struck: 12 times the guide, view held
Valuation
1
→
2
Thursday 22 October
4
NVEC
NVE
Call read
NVE's sales halved from June; the call blamed early orders and expects recovery
View
Neutral
→
Unattractive
META
Meta Platforms
Call read
Meta's sales beat forecasts; legal costs jumped and next year's spending is largely committed
Conviction
Medium
→
Low
IONQ
IonQ
Bet re-priced
Re-priced at the 21 October close
Risk / reward
Speculative
→
Fragile
The bet
Fair
→
Expensive
TTMI
TTM Technologies
Call read
TTM's sales jumped 60%, but its new boards sold less than planned
Valuation
2
→
3
Wednesday 21 October
1
JBL
Jabil
Call read
Jabil's sales grew 21%, and its call put next year's AI sales up 54%
View
Neutral
→
Attractive
Monday 19 October
3
NBIS
Nebius Group
Bet re-priced
Re-priced at the 16 October close
The bet
Fair
→
Cheap
IONQ
IonQ
Bet re-priced
Re-priced at the 16 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
DE
Deere & Company
Bet re-priced
Re-priced at the 16 October close
Risk / reward
Fragile
→
Defensive
Friday 16 October
1
IONQ
IonQ
Bet re-priced
Re-priced at the 15 October close
Risk / reward
Speculative
→
Fragile
The bet
Fair
→
Expensive
Thursday 15 October
3
MXL
MaxLinear
Bet re-priced
Re-priced at the 14 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
IONQ
IonQ
Bet re-priced
Re-priced at the 14 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
GEV
GE Vernova
Bet re-priced
Re-priced at the 14 October close
Risk / reward
Fragile
→
Defensive
Wednesday 14 October
2
DE
Deere & Company
Bet re-priced
Re-priced at the 13 October close
Risk / reward
Defensive
→
Fragile
APLD
Applied Digital
Bet re-priced
Re-priced at the 13 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
Tuesday 13 October
2
WATT
Energous
Bet re-priced
Re-priced at the 12 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
BWXT
BWX Technologies
Bet re-priced
Re-priced at the 12 October close
Risk / reward
Fragile
→
Defensive
Monday 12 October
2
VST
Vistra
Thesis review
View moved from Attractive to Neutral
View
Attractive
→
Neutral
APP
AppLovin
Bet re-priced
Re-priced at the 9 October close
Risk / reward
Defensive
→
Asymmetric
The bet
Expensive
→
Fair
Saturday 10 October
2
WOLF
Wolfspeed
Bet re-priced
Re-priced at the 9 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
BWXT
BWX Technologies
Bet re-priced
Re-priced at the 9 October close
Risk / reward
Defensive
→
Fragile
Friday 9 October
1
DGXX
Digi Power X
Bet re-priced
Re-priced at the 8 October close
The bet
Fair
→
Cheap
Thursday 8 October
3
IESC
IES Holdings
Bet re-priced
Re-priced at the 7 October close
Risk / reward
Fragile
→
Defensive
CIFR
Cipher Mining
Bet re-priced
Re-priced at the 7 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
BWXT
BWX Technologies
Bet re-priced
Re-priced at the 7 October close
Risk / reward
Fragile
→
Defensive
Wednesday 7 October
1
BWXT
BWX Technologies
Bet re-priced
Re-priced at the 6 October close
Risk / reward
Defensive
→
Fragile
Saturday 3 October
1
SLNH
Soluna Holdings
Bet re-priced
Re-priced at the 2 October close
Risk / reward
Fragile
→
Speculative
The bet
Expensive
→
Fair
Friday 2 October
2
JBL
Jabil
Bet re-priced
Re-priced at the 1 October close
Risk / reward
Fragile
→
Defensive
AMZN
Amazon.com
Bet re-priced
Re-priced at the 1 October close
Risk / reward
Fragile
→
Defensive
Thursday 1 October
2
ASTS
AST SpaceMobile
Bet re-priced
Re-priced at the 30 September close
The bet
Fair
→
Expensive
AEVA
Aeva Technologies
Bet re-priced
Re-priced at the 31 August close
The bet
Fair
→
Expensive
Earlier
4
Sunday 27 September
1
META
Meta Platforms
News
A New Mexico jury finds Meta misled residents about data privacy
Valuation
4
→
3
Thursday 24 September
1
CHYM
Chime Financial
News
Chime agrees to buy Stride Bank, one of its partner banks, for $590 million
Valuation
2
→
3
Wednesday 23 September
1
APP
AppLovin
Thesis review
Conviction cut from Medium to Low
Conviction
Medium
→
Low
Tuesday 15 September
1
ADBE
Adobe
Earnings
Adobe raised its targets, but signed contracts grew slower than sales
Conviction
Medium
→
Low