Corteva Bulls Face a Spin-Off Test
Analysts have been uniformly raising targets on CTVA heading into today's Q1 print — but the bear case is growing more specific, and the debate going into the results is less about the business and more about the…
Earnings Preview — 2837 total
Analysts have been uniformly raising targets on CTVA heading into today's Q1 print — but the bear case is growing more specific, and the debate going into the results is less about the business and more about the…
KKR & Co. Inc. heads into its May 8 earnings report with one of the clearest insider conviction signals in the alternative asset management space right now. When both Co-CEOs buy stock in the open market within days of…
Vistra Corp. reports Q1 2026 results on May 7 with short sellers quietly adding exposure even as the stock trades well below analyst targets — a divergence that frames the debate heading into the print. The most…
DuPont de Nemours heads into its May 7 Q1 print with an 8.6% weekly rally that sits sharply at odds with the rest of the chemicals sector. The divergence from peers is the sharpest data point in the setup. PPG fell…
Permian Resources enters its May 6 Q1 earnings release on the back of a quiet but clearly bullish wave of analyst upgrades — the most interesting feature of the current setup. The analyst community has moved decisively…
TopBuild Corp. heads into its Q1 2026 earnings report with short sellers abandoning positions at a striking pace — and a pending $17 billion acquisition hanging over every number in the print. The most dramatic shift…
Globus Medical reports Q1 2026 results on May 7 with short sellers quietly adding pressure and options markets turning more defensive than their recent norm. The most notable shift in positioning is the steady climb in…
QXO heads into its May 8 earnings release with short positioning near a multi-month high and the borrow market tightening sharply — a combination that makes this a closely watched print for an already pressured…
Anheuser-Busch InBev heads into its May 7 Q1 2026 results carrying momentum that demands an explanation from management. The stock has jumped 13% over the past month to $80.37, adding 8.7% on Tuesday alone. That…
Primoris Services Corporation enters its Q1 2026 earnings call today having nearly re-rated as a different company. The stock closed at $202.92 on Tuesday — up 37% in one month and 20% in the past week alone — and the…
Healthpeak Properties heads into its May 6 earnings call with options traders decidedly more defensive than they have been in months. The clearest shift is in options positioning. The put/call ratio has climbed to…
Duke Energy heads into its May 7 Q1 earnings report with short sellers retreating and analysts tilting constructively — but the stock is trading below where most of the Street thinks it belongs. The short-selling story…
Energy Transfer LP heads into its May 6 Q1 results with the units up sharply and the Street broadly onside — but the debate over distribution sustainability and capex discipline looms large. Options positioning signals…
LYV approaches its May 7 Q1 2026 results with a meaningful short position and a steady flow of CEO share sales setting the backdrop. Short sellers have held their ground — and then added to it. Short interest has…
InterContinental Hotels Group reports first-quarter results on May 7 with short sellers at their most active level in a month — yet the broader setup remains far from extreme. Short interest has climbed 21% over the…
Assurant reports Q1 2026 earnings today with the stock up sharply and the Street divided on where it goes next. Options positioning is notably more bullish than it has been. The put/call ratio has dropped to 0.87 —…
NRG Energy heads into its Q1 2026 earnings today with options traders leaning more cautious than usual — even as the borrow market signals limited conviction from short sellers. The clearest pre-earnings signal is in…
WEC Energy Group reports first-quarter results on May 7 with options traders leaning bullish and short sellers quietly retreating — a combination that points to a market more comfortable with the setup than not. The…
Analysts have moved decisively in COHR's favour ahead of today's after-market earnings, with target prices rising sharply and the bull camp gathering momentum even as the stock has already run 30% higher in a…
ROK reports its fiscal Q2 2026 results today with options traders positioned more defensively than at almost any point in the past year, even as the stock has staged a sharp recovery. The clearest signal going into the…