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 reported Q3 FY2026 non-GAAP diluted EPS of $0.48, above the $0.45 company-compiled consensus, while the stock fell 3.08% in the completed reaction session. This earnings analysis examines services growth, reduced capital-spending guidance, and whether autonomy investment can restore operating leverage.

A Texas Instruments registrou receita de US$ 6,055 bilhões no 3º trimestre do ano fiscal de 2026, acima da estimativa de US$ 5,94 bilhões da FactSet, com o lucro operacional do segmento analógico subindo 69%. A análise examina o ponto médio de US$ 6,05 bilhões da projeção de vendas para o 4º trimestre e se a demanda industrial e a utilização das fábricas conseguem sustentar as margens. Os estoques e os gastos com capacidade seguem elevados.

A Zscaler (ZS) subiu 7.31% e fechou a $255.15 em 23 de outubro de 2026. O avanço veio em meio a patches emergenciais do PHP, que voltaram a atenção do mercado para a demanda por segurança corporativa. Os desdobramentos do dia, os riscos de negociação e os níveis técnicos por trás do movimento seguem no radar.

A Credo (CRDO) caiu 9,51%, para $147,29, em 23 de outubro de 2026, depois que o avanço da MaxLinear no mercado de cabos intensificou as preocupações com a concorrência. A análise diária examina os catalisadores, os riscos de queda e os níveis técnicos que devem moldar a próxima sessão.