Technical Analysis

International Business Machines reported Q3 FY2026 revenue of $17.103 billion versus $16.82 billion consensus, as its stock rose 0.26% in the reaction session. This analysis examines Software growth, raised free-cash-flow guidance, and whether delayed transactions become durable demand over time.

Lam Research reported Q1 FY2027 revenue of $8.22 billion against $8.14 billion consensus, while the stock fell 11.76% in the completed reaction session. This analysis examines systems growth, supply-constrained December guidance, and whether record profitability can overcome elevated AI-cycle expectations.

Meta Platforms reported Q3 FY2026 revenue of $64.601 billion, above LSEG's $63.37 billion consensus, while the stock fell 6.98% in the completed session. This analysis examines ad growth, negative free cash flow, and whether AI investment can produce returns without further weakening cash generation.

QuantumScape reported Q3 FY2026 customer billings of $9.8 million, while its GAAP loss per share beat the $0.17 estimate and the stock rose 4.27% in the completed reaction session. This earnings analysis examines commercialization progress, limited financial guidance, and whether billings can become durable revenue.

SAP reported Q3 2026 record revenue of €10.270B ($11.71B), above the €10.119B ($11.54B) SAP/Visible Alpha median, while its ADR rose 3.38% in the completed reaction session. This earnings analysis examines cloud backlog, full-year guidance, and whether operating leverage can outlast macro and margin pressure.

AT&T's Q3 2026 revenue, adjusted EPS, adjusted EBITDA and free cash flow all beat consensus, yet T shares fell 6.45% in the completed reaction session. This report explains the subscriber concerns, revised outlook, chart levels and bull, base and bear cases investors should track next.

Tesla membukukan EPS terdilusi non-GAAP FY2026 kuartal ketiga sebesar $0,48, di atas konsensus yang dihimpun perusahaan di angka $0,45. Sahamnya tetap turun 3,08% pada sesi reaksi yang telah selesai. Analisis laba ini mengulas pertumbuhan segmen jasa, panduan belanja modal yang lebih rendah, dan apakah investasi di bidang otonomi dapat memulihkan leverage operasional.

Texas Instruments membukukan pendapatan Q3 FY2026 sebesar $6,055 miliar, di atas estimasi FactSet sebesar $5,94 miliar, dengan laba operasi segmen Analog naik 69%. Analisis ini mencermati titik tengah panduan penjualan Q4 sebesar $6,05 miliar. Pertanyaannya, apakah permintaan industri dan utilisasi pabrik mampu menopang margin ketika persediaan dan belanja kapasitas tetap tinggi.

Zscaler (ZS) rose 7.31% to close at $255.15 on October 23, 2026 as emergency PHP patches focused attention on enterprise security demand. Explore the daily outlook, trading risks and technical levels behind the move.

Credo (CRDO) turun 9,51% menjadi $147,29 pada 23 Oktober 2026 setelah dorongan MaxLinear di pasar kabel memperkuat kekhawatiran persaingan. Tekanan tersebut menambah keraguan terhadap ekspektasi pertumbuhan perseroan. Tinjauan harian ini membahas katalis, risiko penurunan, dan level teknis yang membentuk sesi berikutnya.