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$ENPH is down 8% after earnings, and the Q4 outlook may be the biggest problem. Revenue guidance: $225M–$255M Wall Street expected: $305.15M Even the HIGH end falls more than $50M short of consensus. A tough outlook for residential solar.

The interesting part of Robinhood's $HOOD earnings isn't just the double miss. Management lowered its full-year expense ceiling by $25M, citing efficiency gains. Revenue grew 11.8%, but missed expectations. Cost control could become an increasingly important part of the story.

A name to watch tomorrow: $GNRC Is the ‘picks and shovels’ play running out of steam? The stock is testing a long-term trendline schaeffers.substack.com/p/6-…

Robinhood $HOOD missed on BOTH earnings and revenue, but there's a silver lining. Revenue still grew 11.8% Y/Y, and management lowered the top end of its 2026 expense outlook by $25M. The takeaway: weaker-than-expected results, but tighter cost controls.

The most impressive number in Seagate's $STX earnings isn't the 60% revenue growth. It's the outlook. Q2 EPS guidance of $9.20 is nearly 24% ABOVE consensus, while revenue guidance tops expectations by $650M. That's a substantial gap between management and Wall Street.

Robinhood $HOOD just delivered a double miss. EPS: $0.60 vs. $0.64 expected Revenue: $1.42B vs. $1.43B expected But management also CUT its 2026 expense outlook.

$BBAI CFO: “Revenue grew again in the third quarter, our third straight quarter of organic growth since the end of last year. AI adoption in our markets is still in its early stages, and our recent wins show strong and growing demand.”

$BBAI CEO: "We’re raising our full-year revenue guidance after another strong quarter of revenue growth, a series of contract wins, and improved margins. We won major recompetes. We won more than 25 new contracts with customers including the FBI, the U.S. Coast Guard, the Department of Energy, and classified awards. Just as important, we achieved the wins while growing margins and keeping our strong cash position."

BIGBEAR AI $BBAI EARNINGS ARE OUT! 🔴 EPS: -$0.19 | Est. -$0.06 🟢 REV: $43.58M | Est. $38.94M IMPLIED MOVE TOMORROW: ±16.59%!!

Seagate $STX just CRUSHED expectations. Q1 EPS: $7.68 vs. $7.43 est. Q1 revenue: $4.2B (+59.7% Y/Y) But the real headline? Q2 EPS guide: $9.20 vs. $7.43 expected. Q2 revenue guide: $4.8B vs. $4.15B expected.

JUST IN: Seagate Technology $STX Q1 earnings 🟢 • EPS: $7.68 vs. $7.43 est. • Revenue: $4.2B (+59.7% Y/Y) • Revenue beat: $50M • Q2 EPS guide: $9.20 vs. $7.43 est. • Q2 sales guide: $4.8B vs. $4.15B est. Big beat. Even BIGGER guidance.

$STX CEO: “Seagate delivered another quarter of record profitability and our highest ever free cash flow in the September quarter, demonstrating the earnings power of our business amid a strengthening demand environment.”

OUCH. Enphase $ENPH shares -8% after a rough Q3. EPS missed by $0.09. Revenue missed by $11.85M. Sales fell 28.5% Y/Y. And Q4 guidance came in WELL below Wall Street's expectations.

The most concerning number in $ENPH earnings? Q4 revenue guidance implies another sequential decline. Q3 actual: $293.3M Q4 midpoint: $240M That's an implied 18% drop in just one quarter, as residential solar demand remains under pressure.

JUST IN: Enphase Energy $ENPH Q3 earnings 🔴 • EPS: $0.41 vs. $0.50 est. • Revenue: $293.3M vs. $305.15M est. • Sales: -28.5% Y/Y • Q4 revenue guide: $225M-$255M Shares -8% as weak solar demand and disappointing guidance weigh.

$HOOD CEO: "Customers are trusting us with more of their assets as we deliver on our product roadmap, leading to our highest quarter ever for revenues. We also added a new business cylinder with over $100 million in annualized revenues this quarter as Rothera scaled rapidly. And we're entering Q4 with strong momentum, as October Net Deposits have already topped $13 billion month-to-date, including $6 billion from the Dell family's contribution to Trump Accounts."

"Our vision is to make everyone an owner, because broad ownership is essential to a free, stable, and prosperous society," said @vladtenev, Chairman and CEO of Robinhood $HOOD

JUST IN: Robinhood $HOOD Q3 earnings • EPS: $0.60 vs. $0.64 est. 🔴 • Revenue: $1.42B vs. $1.43B est. 🔴 • Revenue growth: +11.8% Y/Y • FY26 expense outlook narrowed to $2.675B–$2.75B Double miss, but improving cost efficiency.

SEAGATE TECHNOLOGY $STX EARNINGS ARE OUT! 🟢 EPS: $7.68 | Est. $7.43 🟢 REV: $4.23B | Est. $4.15B IMPLIED MOVE TOMORROW: ±8.28%!!

ENPHASE ENERGY $ENPH EARNINGS ARE OUT! 🔴 EPS: $0.41 | Est. $0.50 🔴 REV: $293.33M | Est. $305.15M IMPLIED MOVE TOMORROW: ±11.15%!!