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.

テスラは2026年度第3四半期の非GAAPベース希薄化後EPSが0.48ドルとなり、会社側が集計した市場予想の0.45ドルを上回った。一方、決算発表への反応が完了した取引セッションで同社株は3.08%下落した。本稿ではサービス部門の成長、設備投資ガイダンスの引き下げ、そして自動運転投資が営業レバレッジを回復し得るかを分析する。

Texas Instruments reported Q3 FY2026 revenue of $6.055 billion versus the $5.94 billion FactSet estimate, with Analog operating profit rising 69%. This analysis examines the $6.05 billion midpoint of its Q4 sales guidance and whether industrial demand and factory utilization can sustain margins as inventory and capacity spending remain elevated.

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) fell 9.51% to $147.29 on October 23, 2026, as MaxLinear's cable-market push sharpened competitive concerns. This daily outlook examines the catalysts, downside risks and technical levels that frame the next session.