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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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GE Stock Slides Despite Higher Guidance As Costs Rise, Insurance Business Swings To A Loss: CEO Says Company Continues To 'Build Momentum'

The move appears tied to investor concerns about GE Aerospaces earnings quality despite a Q3 beat and higher 2026 guidance: free cash flow fell 14% to $2.0 billion, commercial engines and services margins declined amid mix and inflation pressures, and its insurance operations swung to a $210 million pretax loss.

GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks

GE Aerospace cut technical-record processing time 25% with AI as broader maintenance improvements reduce engine turnaround times.read more...

GE Vernova Q3 Preview: Analyst Projects Orders Growth Of 44%

GE Vernova is likely to report strong Q3 growth in orders, up 44%, yet below consensus; BofA reiterates Buy.read more...

GE Aerospace Posts Record Q3 Results: Time to Buy the Dip?

GE Aerospace's record Q3 results and raised guidance highlight strong commercial engine demand, but does the stock's recent pullback and premium valuation present a buying opportunity?


GE (GE) Q3 2026 Earnings Call Transcript

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Why GE Aerospace Stock Dropped After Beating Earnings

Key PointsGE Aerospace grew sales briskly in Q3...

GE Aerospace Q3 Earnings Beat on Commercial Services Strength

GE's Q3 earnings surge 36% as orders jump 49%, commercial engine demand strengthens, and the company raises its 2026 profit and cash flow outlook.

GE Aerospace Raises 2026 Profit Outlook on Solid Demand, 49% Surge in Orders

GE Aerospace stock falls despite beating Q3 earnings estimates and raising its full-year 2026 outlook as cash flow declines.read more...

Dow Gains Over 200 Points; GE Aerospace Posts Upbeat Earnings

U.S. stocks mixed: Dow rose 0.43%, while Nasdaq and S&P 500 fell. GE raised its forecast; oil gained and gold declined.read more...

Pre-Markets Down, Housing Remains at Recessionary Levels

Single-family homes fell another -4.6% while Multi-family was worse: -6.7%. Mortgage rates were once again to blame.

GE Aerospace Q3 2026 Earnings Call Transcript

GE Aerospace (NYSE:GE) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

$GE Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $2.25 up 35.54% YoY
• Reported revenue of $13.29B up 17.51% YoY

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.25 up 35.54% YoY
• Reported revenue of $13.29B up 17.51% YoY

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Stocktwits Earnings

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Extremely Bullish Sentiment

<ul class="summary-bullets"><li>GE’s orders rose 49% to $19.0 billion, while commercial services revenue increased 23% year-over-year.</li><li>The company raised its 2026 adjusted EPS forecast to&nbsp;8.00-8.10 and increased its operating profit and free cash flow outlooks.</li><li>In 2027, GE said it expects commercial services revenue to grow at a low-double-digit rate.</li></ul>GE Aerospace (GE) shares fell in early morning trade on Tuesday after the company beat third-quarter estimates and raised its 2026 outlook, marking at least the fourth consecutive time that the stock has dropped on a beat.&nbsp;“We delivered strong results this quarter as solid demand drove orders up 49%,” CEO H. Lawrence Culp Jr. said. He said the company continues to “build momentum.”GE Aerospace reported adjusted earnings per share of (EPS) was $2.25, above the $2.01 consensus estimate on Koyfin. Revenue came in at $13.3 billion, against Wall Street’s forecast of $12.88 billion. Orders rose 49% to $19.0 billion, and commercial services increased 23% year-over-year.<a href="https://stocktwits.com/symbol/GE">GE stock</a> edged 1.7% lower in pre-market trade on Tuesday amid weakness in the broader market.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261020_075844232_8c2a1f2a81.png" alt="koyfin_20261020_075844232.png" width="2400" height="1240"><figcaption>GE stock’s performance across its last four quarterly earnings beats. | Source: Koyfin.</figcaption></figure><h2 class="st-heading-2">GE Aerospace Raises 2026 Outlook On Strong Demand</h2>The company also hiked its outlook for 2026, forecasting adjusted EPS of $8.00 to $8.10, up from $7.65 to $7.85.&nbsp;It increased its operating profit guidance to $10.9 billion to $11.0 billion from $10.55 billion to $10.75 billion, and its free cash flow guidance rose to $9.1 billion to $9.4 billion from $8.9 billion to $9.2 billion.&nbsp;In 2027, GE said it expects commercial services revenue to grow at a low-double-digit rate, backed by a commercial services backlog above $170 billion.<h2 class="st-heading-2">Why Is GE Stock Falling Despite The Earnings Beat?</h2>Several cost pressures and weaker cash flow may help explain the muted market reaction. Sales discounts and allowances increased by $1.56 billion, primarily because of higher allowances for new engine installations and spare parts, as well as product durability reserves in the commercial engines and services business.Margins in that business fell 10 basis points, reflecting product mix and inflation. Free cash flow declined 14% to $2.0 billion.GE Aerospace’s insurance operations also reported a $210 million pretax loss, compared with a profit of $363 million a year earlier. The company said it expects supply chain constraints to continue affecting production and customer deliveries, while inflationary pressures are expected to persist.<h2 class="st-heading-2">How Is Retail Feeling About GE Stock?</h2>On Stocktwits, retail sentiment around GE Aerospace rose to ‘extremely bullish’ from ‘bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_20_081523_a6ec91546b.png" alt="Screenshot 2026-10-20 081523.png" width="1262" height="688"><figcaption>GE stock retail sentiment on October 20 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>Retail traders on the platform agreed that the company had posted a positive report, but were divided on how GE stock would react once markets opened.<stembedurl>https://stocktwits.com/JasonCO50BPS/message/666897397</stembedurl><stembedurl>https://stocktwits.com/RMAW/message/666897065</stembedurl>GE stock has fallen around 3% this year, not accounting for the pre-market dip.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-trade-rotation-favors-mag-7-over-neoclouds-analysts-say-ahead-of-spcx-meta-nflx-results/cZxqt1KRBu8">AI Trade Rotation Favors Mag 7 Over Neoclouds, Analysts Say Ahead Of SPCX, META, NFLX Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GE Aerospace logo is seen during defense industry exhibition in Kielce, Poland on September 3, 2024. 

GE Aerospace (GE) shares fell in early morning trade on Tuesday after the company beat third-quarter estimates and raised its 2026 outlook, marking at least the fourth consecutive time that the stock has dropped on a beat.

GE Stock Tumbles Despite Earnings Beat As Cost Pressures Margins, Cash Flow – But CEO Sees 'Momentum' Building

GE Aerospace reported third-quarter EPS of $2.25 and revenue of $13.3 billion, beating Wall Street’s estimates.

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Track GE stock price, charts, news and real-time market activity on Stocktwits. Join the GE message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around GE Aerospace stock.

GE Stock Price Today - GE Aerospace News, Charts, Retail Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Drop a comment with when you expect the first cut/hike to be.

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Investors are frustrated that the stock keeps falling despite strong earnings beats, high demand, and raised guidance.

The stock is struggling to reclaim the key psychological $300 level as sellers consistently fade recent earnings gains.

Market sentiment remains wary of weak cash conversion and higher costs impacting profitability despite record backlogs.

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