US Stock of the Day – October 2026
| Date | Post |
|---|---|
| Fri, October 30, 2026 | On October 30, 2026, the most talked-about US stock online is Amazon.com<AMZN>. Background: The company reported its July-September quarter results after the close on the 29th. Revenue rose 12% year over year to $201.9 billion and operating income rose 61% to $28.1 billion, but EPS of $1.89 fell short of the $1.96 consensus, and net income declined 2% to $20.7 billion. Revenue at its cloud business AWS rose 39% to $46.0 billion, with growth accelerating. For the October-December quarter, it guided for revenue of $240 billion to $247 billion and operating income of $28.5 billion to $33.5 billion. The stock plunged in after-hours trading following the announcement. In trading on the 30th, it opened at $232.53 versus the previous close of $243.79 and fell as low as $229.36, then pared its losses and was trading in the $240 range shortly after 11 a.m. New York time. The closing price is not yet available. |
| Thu, October 29, 2026 | On October 29, 2026, the most talked-about US stock online is Alphabet<GOOGL>. Background: The company reported its third-quarter 2026 results after the close on the 28th. Revenue rose 25% year over year to $127.577 billion, with Google Cloud revenue up 103% to $30.709 billion and the segment's operating income up about 3.1 times to $11.121 billion. Meanwhile, Google Search & other revenue grew only 12% to $63.35 billion. Weighed down by $8.664 billion in losses on its equity investments, net income was $26.468 billion and diluted EPS was $2.12, below $2.87 a year earlier. Capital expenditures roughly doubled to $51.355 billion, and free cash flow was negative $9.065 billion. The stock fell about 10% in after-hours trading on the 28th (this is based on information before the market open on the 29th). |
| Wed, October 28, 2026 | On October 28, 2026, the most talked-about US stock online is Robinhood Markets<HOOD>. Background: The company, which runs a stock trading app for individual investors, reported its third-quarter 2026 results after the close on October 27. Revenue rose 12% year over year to a quarterly record of $1.42 billion but came in slightly below the consensus of $1.43 billion. Transaction-based revenue rose 19% on strong options and equities trading, while crypto revenue plunged 55% to $120 million and net interest revenue fell 9%. Net income fell 14% to $476 million, and diluted EPS fell 16% to $0.51. Gold subscribers grew 34% to 5.2 million, and total platform assets rose 19% to $396 billion. The stock fell more than 8% in premarket trading on the 28th to $86.78, from its October 27 close of $94.56. |
| Tue, October 27, 2026 | On October 27, 2026, the most talked-about US stock online is Celestica<CLS>. Background: Celestica, a Canadian contract manufacturer of servers and networking equipment for AI data centers, is also listed on the New York Stock Exchange. Its third-quarter results, announced after the close on October 26, showed revenue up 83% year on year to $5.83 billion and adjusted EPS of $3.30, beating the top end of the guidance it gave in July (revenue of $5.55 billion and adjusted EPS of $3.08). Its adjusted operating margin was a record 8.5%. Fourth-quarter guidance calls for revenue of $6.275 billion to $6.575 billion and adjusted EPS of $3.37 to $3.57, and the company also raised its full-year 2026 outlook to revenue of $21.0 billion and adjusted EPS of $11.55. In response, the stock was trading around $273, up about 11%, in premarket trading on the 27th. |
| Mon, October 26, 2026 | On October 26, 2026, the most talked-about US stock online is Verizon Communications<VZ>. Background: U.S. telecom giant Verizon reported its July-September results in premarket hours that day. Revenue rose 1.5% year on year to $34.3 billion, below the consensus of about $34.9 billion, but adjusted EPS grew 8.3% to $1.31 from $1.21 a year earlier, beating the consensus. Postpaid phone net additions were 406,000, and broadband net additions totaled 314,000 across fixed wireless access and fiber. Adjusted EBITDA rose 8.0% to $13.8 billion, and free cash flow for the first nine months grew 14.3% to $18.0 billion. The company raised its full-year 2026 adjusted EPS guidance to $5.04-$5.06 (growth of 7.0%-7.5%) and also raised its free cash flow outlook. |
| Fri, October 23, 2026 | On October 23, 2026, the most talked-about US stock online is Deckers Brands<DECK>. Background: Deckers, which sells HOKA running shoes and UGG boots, released its July-September quarter results after the close on the 22nd. Revenue rose 3.5% year on year to $1.481 billion but fell short of the consensus of about $1.51 billion. HOKA sales rose 6.8% to $677.2 million and UGG sales rose 3.5% to $786.4 million. Diluted EPS grew to $2.31 from $1.82 a year earlier. The company cut its full-year revenue guidance from $5.86 billion to $5.91 billion as of July to $5.70 billion to $5.725 billion, and also lowered its HOKA growth outlook from "low double digits" to "high single digits." The stock fell about 9.6% in after-hours trading and was trading 8.6% lower at $77.99 in premarket trading on the 23rd. |
| Thu, October 22, 2026 | On October 22, 2026, the most talked-about US stock online is Meta Platforms<META>. Background: In its third-quarter results released after the close on the 21st, revenue rose 26% year on year to $64.6 billion, beating the consensus of $63.3 billion. On the other hand, it booked about $10 billion in costs for a settlement with state attorneys general over youth safety, and operating income fell 37% to $13 billion, with EPS of $3.83 ($7.40 excluding the settlement costs). Capital expenditures swelled to $34.9 billion for the quarter, the company raised the low end of its full-year guidance to $135 billion, and free cash flow was negative $2.1 billion. The stock rose as much as 5% in after-hours trading on expectations for its AI assistant "Muse," but on the Tokyo market on the 22nd, concerns about Meta's finances were reported to have led to selling of AI-related parts and equipment stocks. This is based on information before the US market opened (premarket). |
| Wed, October 21, 2026 | On October 21, 2026, the most talked-about US stock online is SpaceX<SPCX>. Background: SpaceX reported third-quarter results after the close on the 20th. Revenue rose 161% year on year to $14.6 billion, beating the consensus of about $12.8 billion. Net income was $4.4 billion ($0.35 per share), swinging to a profit from a $541 million loss in the April-June quarter. Revenue from the "Super Intelligence" segment, which leases AI computing capacity, nearly tripled from the April-June quarter to $7.56 billion, surpassing the $5.25 billion of the Starlink-centered Connectivity segment. On the other hand, Starlink added 1.6 million consumer subscribers, short of the 2.29 million expected, and capital expenditures swelled to $19.6 billion. Musk revealed that Tesla and SpaceX have formed special committees to consider a merger, and the shares were up more than 8% in premarket trading on the 21st. |
| Tue, October 20, 2026 | On October 20, 2026, the most talked-about US stock online is General Motors<GM>. Background: The major U.S. automaker reported third-quarter results before the open on the 20th (this article is based on information before the U.S. market opened). Revenue rose 2.9% year on year to $50.0 billion, beating the consensus of $48.77 billion, and adjusted EPS of $3.70 also beat expectations. Adjusted EBIT in North America was $3.6 billion, with the margin improving to 8.7% from 6.2% a year earlier. GM narrowed its full-year adjusted EPS guidance from $12.00-$14.00 to $12.75-$13.75 and raised its automotive free cash flow outlook to $11.5-$12.5 billion. The board also approved a new $20 billion share repurchase authorization. Even so, the $13.25 midpoint of the EPS guidance fell short of the consensus of $13.42, and the shares were down more than 5% in premarket trading. |
| Mon, October 19, 2026 | On October 19, 2026, the most talked-about US stock online is Cleveland-Cliffs<CLF>. Background: The major U.S. steelmaker reported July-September results before the open on October 19 (this article is based on information before the U.S. market opened). Revenue was $5.612 billion, steel shipments were 4.2 million net tons, and the average selling price was $1,177 per net ton. Diluted EPS was $0.26, and adjusted EPS was $0.28. Adjusted EBITDA rose sharply to $612 million from $286 million in the April-June quarter. The company expects adjusted EBITDA of about $715 million for the October-December quarter and more than $4 billion for 2027. Meanwhile, citing an oversupplied Canadian galvanized steel market, it announced it will indefinitely idle the galvanizing lines at its subsidiary Stelco. Liquidity was $3.2 billion at the end of September, and it plans a major debt reduction in the October-December quarter. |
| Fri, October 16, 2026 | On October 16, 2026, the most talked-about US stock online is Tesla<TSLA>. Background: On the night of October 15 (U.S. time), Tesla unveiled its second-generation Roadster sports car in Waco, Texas. At the event, the car used SpaceX-developed thrusters to leap over other Tesla vehicles, and the company calls it the world's first flying car. It accelerates from 0 to 60 mph in under 0.59 seconds and comes in three trims. It does not include Tesla's self-driving system, and CEO Elon Musk said it will be the last Tesla built to be driven by a human. Pricing and the start of production have not been clearly announced. Since reservations opened in 2017, the Roadster has repeatedly missed delivery targets. In response, the shares rose nearly 5% in premarket trading on October 16. |
| Thu, October 15, 2026 | On October 15, 2026, the most talked-about US stock online is Ericsson<ERIC>. Background: Swedish telecom equipment giant Ericsson, which is also listed on the U.S. Nasdaq, reported its July-September 2026 results on October 15. Net sales rose 6% year over year to 59.5 billion Swedish kronor (organic growth of 7%, excluding currency and other effects), and adjusted EBITA came to 10.1 billion kronor, about 28% above the consensus of 7.9 billion kronor. It also bought back 4.8 billion kronor of shares in the quarter. In response, the shares rose as high as 107.35 kronor in Stockholm, a gain of more than 9%, and were up more than 10% in U.S. premarket trading, standing out as tech stocks were sold heavily in Asia. On the other hand, management warned that rising component costs will pressure gross margins in 2027. |
| Wed, October 14, 2026 | On October 14, 2026, the most talked-about US stock online is ASML Holding<ASML>. Background: ASML of the Netherlands, the world's largest maker of lithography systems that print circuit patterns on chips and also listed on the U.S. Nasdaq, reported its July-September 2026 results on October 14. Net sales hit a record €11.7 billion, near the top of its guidance, and net income was €5.0 billion, including a €500 million revaluation gain on an investment. Gross margin came in at 57.5%, above guidance, and the company raised the low end of its 2026 net sales outlook to €44 billion-€45 billion from €43 billion-€45 billion in July. It bought back about €4.1 billion of shares in the quarter. On the other hand, it no longer discloses quarterly bookings, and some said that makes momentum harder to gauge. After the results came out on the afternoon of October 14, semiconductor stocks were sold in Tokyo and the Nikkei Stock Average turned negative. |
| Tue, October 13, 2026 | On October 13, 2026, the most talked-about US stock online is JPMorgan Chase<JPM>. Background: Major U.S. banks began reporting July-September quarter results on October 13, and attention focused on JPMorgan, which led the way. Net income rose to $15.305 billion ($5.57 per share) from $14.393 billion ($5.07) a year earlier, but EPS fell short of the consensus of $5.93, and revenue of $50.17 billion also missed the $51.23 billion estimate. On the other hand, net interest income grew 13% to $27.036 billion, and the bank raised its full-year net interest income outlook. It increased its quarterly dividend by 10% to $1.65 and authorized share buybacks of up to $50 billion. The shares rose nearly 1% in premarket trading. Goldman Sachs, which also reported that day, posted revenue well above expectations and rose 2.8%. |
| Fri, October 9, 2026 | On October 9, 2026, the most talked-about US stock online is AT&T<T>. Background: On October 8, Elon Musk's SpaceX announced that it will acquire a nationwide portfolio of 800 MHz spectrum licenses (up to 14 MHz of paired spectrum) from Grain Management. The deal is seen as a foothold for its Starlink satellite service to move fully into the mobile phone business, and The Wall Street Journal reported the price at $8 billion in cash. It is subject to approval by the Federal Communications Commission (FCC). In response, AT&T shares fell about 6% in after-hours trading on October 8 and were down 7% at $22.87 after the open on October 9. Verizon and T-Mobile also fell sharply, while tower companies such as American Tower rose 5% to 6%. The three major carriers had just formed a joint venture the previous week for services connecting satellites directly to devices, and Starlink was not part of it. |
| Wed, October 7, 2026 | On October 7, 2026, the most talked-about US stock online is Constellation Brands<STZ>. Background: In its fiscal 2027 second-quarter (June to August) results released after the close on October 6, revenue came to $2.633 billion (up 6% year over year) and adjusted EPS to $3.74 (up 3%), both beating consensus ($2.54 billion and $3.56). Beer net sales rose 5%, outperforming the overall beer category by 4 percentage points in both dollar and volume sales. However, depletion volumes, which track shipments from distributors to retailers, slipped 0.6%, with Modelo Especial down about 2% and Corona Extra down about 5%. Beer operating margin fell 1.6 percentage points from a year earlier, and the full-year outlook it maintained was below market expectations. In response, the shares fell about 5% in premarket trading on October 7. |
| Tue, October 6, 2026 | On October 6, 2026, the most talked-about US stock online is Constellation Brands<STZ>. Background: The company, known for selling Mexican beers such as Corona and Modelo in the U.S., is scheduled to report its fiscal 2027 second-quarter (June to August) results after the market closes on October 6. Consensus calls for EPS of $3.62 (down 0.3% year over year) and revenue of $2.57 billion (up 3.6%). The beer business continues to perform well on premiumization and capacity expansion in Mexico, while wine and spirits sales plunged 47% in the first quarter. Higher packaging and raw material costs and depreciation from brewery expansion are also weighing on results. The shares have fallen 17.8% over the past three months, and the forward P/E of 9.39 is about half its five-year high of 18.33. The earnings call will be held at 8 a.m. ET on October 7. |
| Mon, October 5, 2026 | On October 5, 2026, the most talked-about US stock online is PTC<PTC>. Background: On October 5, France's Schneider Electric announced that it will acquire U.S. industrial software company PTC for $205 per share in cash. The deal is valued at $22.6 billion, a 42.3% premium to PTC's previous close of $144.03. PTC provides software for managing product design data, among other things, and Schneider expects both cost and revenue synergies by combining it with its own industrial and energy software. The transaction is expected to close in the July-September quarter of 2027, subject to approval by PTC shareholders and regulators, and the breakup fee is reported to be $700 million. Following the announcement, PTC shares rose 36% in premarket trading on October 5. |
| Fri, October 2, 2026 | On October 2, 2026, the most talked-about US stock online is Tesla<TSLA>. Background: On October 2, the company announced that it delivered 486,532 vehicles in the July-September quarter of 2026. Although that was down 2.1% from 497,099 a year earlier, it beat the company-compiled consensus of 461,974 by 24,558 vehicles, or about 5.3%. The Model 3 and Model Y accounted for 478,237 of the deliveries, and energy storage deployments came to 13.7 GWh. The figures were seen as a sign that demand remains solid even after the U.S. tax credit for electric vehicles expired in September 2025, and the shares closed up 4.65% at $370.59. That day, a weaker-than-expected U.S. jobs report for September dampened expectations of an October rate hike, lifting tech stocks, and the Nasdaq Composite rose 1.23%. The company plans to report its July-September results after the market closes on October 21. |
| Thu, October 1, 2026 | On October 1, 2026, the most talked-about US stock online is Accenture<ACN>. Background: In its fiscal 2026 fourth-quarter (June to August) results released before the market opened on October 1, revenue came to $18.7 billion (up 6% year over year, or 7% in local currency), exceeding both the top end of the company's guidance ($17.75 billion to $18.4 billion) and consensus estimates. New bookings were $22.2 billion (up 4%), and the number of clients with quarterly bookings of more than $100 million reached a record 141. EPS rose 46% to $3.29, and the operating margin improved 3.7 percentage points to 15.3%. CEO Julie Sweet said growth was broad-based across all geographic markets, industry groups, and types of work, and that the company returned a record $11.5 billion to shareholders for the year. In response, the shares rose more than 10% in premarket trading, with gains reported to have reached 17%. |
Past months
October 2026 / September 2026 / August 2026
About these notes
Written by Kabutaro, a Japanese individual investor since 2007. The Japanese original is here: 米国株 by 株太郎と愉快な仲間たち
These notes are for information only and are not investment advice.