每个工作日从新财报对应的电话会中抽取 · 共 677 次电话会 · 辅助标签，不作推荐
暴涨研究（2026-11-07）中，蓝色标签有弱区分度（对照组 OR 约 1.7–2.7，仅 2024–25），有信号者事后暴涨概率仍只有约 3–7%；指引上调无预测力。线上样本里这些标签比研究对照组常见得多，阈值不可直接套用。悬停标签查看口径。
| 公司 | 行业 | 市值 | 财季 / 日期 | 标签 | 指引 | 收入 YoY | 信心/语气 | 最重要的前瞻表述 |
|---|---|---|---|---|---|---|---|---|
| ENB Enbridge Inc. | Oil & Gas Midstream | $104.5B | Q3 2026 2026-11-06 | 扩产需求加速积压订单词频高供不应求融资需求 | 维持 | – | 4 / 4 | We see continued 5% growth right through the end of the decade, with our backlog up 50% since the last investor day. |
| TRGP Targa Resources Corp. | Oil & Gas Midstream | $56.7B | Q3 2026 2026-11-06 | 扩产上调指引供不应求 | 上调 | – | 5 / 4 | We see multiple years of double-digit Permian volume growth and expect adjusted EBITDA of at least $6 billion in 2026. |
| MTD Mettler-Toledo International Inc. | Medical - Diagnostics & Research | $34.5B | Q3 2026 2026-11-06 | 需求加速AI 词频高积压订单词频高上调指引 | 上调 | +6% | 4 / 4 | We expect local currency sales to increase approximately 5% in 2027 with adjusted EPS growth of 10-12%. |
| AEE Ameren Corporation | Regulated Electric | $31.2B | Q3 2026 2026-11-06 | 扩产积压订单词频高上调指引融资需求 | 上调+2% | – | 5 / 4 | We expect 8% to 10% compound annual EPS growth from 2027 through 2031, with growth near the upper end in 2028 and 2029. |
| PPL PPL Corporation | Regulated Electric | $26.9B | Q3 2026 2026-11-06 | 扩产需求加速AI 词频高上调指引供不应求融资需求 | 上调 | – | 5 / 4 | Raising long-term annual EPS growth target to 7% to 9% through at least 2030, with top-half growth beginning 2027. |
| ELAN Elanco Animal Health Incorporated | Drug Manufacturers - Specialty & Generic | $12.9B | Q3 2026 2026-11-06 | 扩产需求加速上调指引 | 上调 | +11% | 5 / 4 | We are recommitting to deliver our annual algorithm of mid single digit revenue growth, high single digit adjusted EBITDA growth and low double digit adjusted EPS growth. |
| DKNG DraftKings Inc. | Gambling, Resorts & Casinos | $9.2B | Q3 2026 2026-11-06 | 下调/撤回指引盈利拐点 | 下调 | +16% | 5 / 3 | We expect fiscal year 27 adjusted EBITDA of $800 million to $1 billion. |
| WULF TeraWulf Inc. | Financial - Capital Markets | $5.7B | Q3 2026 2026-11-06 | 扩产需求加速AI 词频高盈利拐点供不应求 | 无 | – | 5 / 4 | We expect to exit Q1 with approximately $700 million of annualized run rate leasing revenue. |
| OKLO Oklo Inc. | Regulated Electric | $4.4B | Q3 2026 2026-11-06 | 扩产AI 词频高供不应求融资需求 | 维持 | – | 5 / 4 | We are targeting installation of major reactor components at Aurora-Idaho and first fuel assemblies at A3F. |
| DKL Delek Logistics Partners, LP | Oil & Gas Midstream | $3.0B | Q3 2026 2026-11-06 | 扩产需求加速上调指引供不应求融资需求 | 上调 | – | 5 / 4 | Raising full year 2026 adjusted EBITDA guidance to $530 million to $560 million. |
| UAA Under Armour, Inc. | Apparel - Manufacturers | $2.2B | Q2 2027 2026-11-06 | 维持 | -7% | 3 / 3 | Tech Helix and Armor Short launches aim to become top-10 volume drivers at full price. | |
| UA Under Armour, Inc. | Apparel - Manufacturers | $2.2B | Q2 2027 2026-11-06 | 维持 | -7% | 3 / 3 | Tech Helix and Armor Short launches aim to become multimillion unit programs at full price. | |
| BKD Brookdale Senior Living Inc. | Medical - Care Facilities | $2.2B | Q3 2026 2026-11-06 | 下调/撤回指引 | 下调 | +8% | 3 / 2 | We remain confident that we can drive durable mid-teens annual adjusted EBITDA growth in 2027 and beyond. |
| HLIO Helios Technologies, Inc. | Industrial - Machinery | $1.6B | Q3 2026 2026-11-06 | AI 词频高上调指引 | 上调 | +4% | 4 / 4 | We are raising our full year 2026 sales outlook and expect fiscal year 2026 sales to be the highest in Helios' history. |
| GLP Global Partners LP | Oil & Gas Midstream | $1.5B | Q3 2026 2026-11-06 | 无 | – | 3 / 3 | We remain focused on disciplined inventory management driving growth across our segments and efficient operations. | |
| HUM Humana Inc. | Medical - Healthcare Plans 低优先 | $52.1B | Q3 2026 2026-11-06 | 上调指引盈利拐点 | 上调 | – | 5 / 3 | We expect to make meaningful progress on MA margin expansion next year and remain on track for 2028 commitments. |
| CHTR Charter Communications, Inc. Series A Cumulative Redeemable Preferred Stock | Broadcasting 低优先 | $15.9B | Q3 2026 2026-11-06 | AI 词频高下调/撤回指引 | 下调 | -2% | 3 / 3 | We're targeting an incremental $2 billion in annualized run rate operating expense savings over the next 18 months. |
| CPT Camden Property Trust | REIT - Residential 低优先 | $10.0B | Q3 2026 2026-11-06 | 扩产上调指引 | 上调 | +5% | 5 / 4 | Duvernay to reach 25 thousand BOE per day in second half 2028, 1.5 years earlier than previous plan |
| CTRE CareTrust REIT, Inc. | REIT - Healthcare Facilities 低优先 | $9.0B | Q3 2026 2026-11-06 | 扩产需求加速上调指引融资需求 | 上调 | – | 5 / 4 | By end of 2027, we could report another year of double-digit normalized FFO per share growth while keeping leverage below target range. |
| MAIN Main Street Capital Corporation | Asset Management 低优先 | $5.3B | Q3 2026 2026-11-06 | AI 词频高 | 维持 | +2% | 4 / 4 | We expect fourth quarter of 2026 DNII before taxes of at least $0.98 per share with the potential for upside. |
| ATMU Atmus Filtration Technologies Inc. | Industrial - Pollution & Treatment Controls 低优先 | $4.1B | Q3 2026 2026-11-06 | 扩产需求加速上调指引 | 上调 | +14% | 4 / 4 | We are raising total company revenue expectations to be in a range of $2.01 to $2.035 billion, an increase of 15% from 2025 at the midpoint. |
| TDS Telephone and Data Systems, Inc. | Telecommunications Services 低优先 | $3.5B | Q3 2026 2026-11-06 | 扩产需求加速下调/撤回指引 | 下调 | -3% | 3 / 3 | Fiber revenue growth inflection is around the corner, not years away, to offset legacy declines. |
| CPK Chesapeake Utilities Corporation | Regulated Gas 低优先 | $3.4B | Q3 2026 2026-11-06 | 扩产供不应求融资需求 | 无 | – | 4 / 4 | We continue to expect the project to come online in 2030, and we will provide incremental updates each quarter. |
| AGO Assured Guaranty Ltd. | Insurance - Specialty 低优先 | $3.2B | Q3 2026 2026-11-06 | 无 | – | 4 / 3 | Expect to deliver more than $400 million of financial guaranty PVP for full year 2026. | |
| LMND Lemonade, Inc. | Insurance - Property & Casualty 低优先 | $3.1B | Q3 2026 2026-11-06 | 需求加速AI 词频高上调指引盈利拐点 | 上调 | +73% | 5 / 4 | We remain on track to deliver our first positive adjusted EBITDA quarter in the current quarter and reiterate our expectations that 2027 will be EBITDA positive on an annual basis. |
| SKWD Skyward Specialty Insurance Group, Inc. | Insurance - Property & Casualty 低优先 | $2.7B | Q3 2026 2026-11-06 | 维持 | +9% | 5 / 3 | We remain on track to deliver full year growth near the upper end of our original guidance range of $2.65 billion to $2.8 billion. | |
| UZD Array Digital Infrastructure, Inc. 5.500% Senior Notes due 2070 | Telecommunications Services 低优先 | $2.6B | Q3 2026 2026-11-06 | 扩产需求加速下调/撤回指引盈利拐点 | 下调 | -3% | 4 / 3 | Fiber revenue growth will more than offset legacy declines, with the inflection point around the corner. |
| UZF Array Digital Infrastructure, Inc. 5.500% Senior Notes due 2070 | Telecommunications Services 低优先 | $2.6B | Q3 2026 2026-11-06 | 扩产需求加速下调/撤回指引盈利拐点 | 下调 | -3% | 4 / 3 | We expect continued fiber connection growth as we expand our footprint. |
| AD Array Digital Infrastructure, Inc. 5.500% Senior Notes due 2070 | Telecommunications Services 低优先 | $2.6B | Q3 2026 2026-11-06 | 扩产需求加速下调/撤回指引 | 下调 | -3% | 3 / 3 | We expect continued fiber connection growth as we expand our footprint. |
| UZE Array Digital Infrastructure, Inc. 5.500% Senior Notes due 2070 | Telecommunications Services 低优先 | $2.6B | Q3 2026 2026-11-06 | 扩产需求加速下调/撤回指引盈利拐点 | 下调 | -3% | 4 / 3 | Fiber revenue growth will soon offset legacy declines, with the inflection point around the corner, not years away. |
| SHO Sunstone Hotel Investors, Inc. | REIT - Hotel & Motel 低优先 | $2.3B | Q3 2026 2026-11-06 | 需求加速积压订单词频高上调指引 | 上调 | +11% | 4 / 3 | 2027 quarterly dividend distribution requirement expected to be $0.11-$0.12 per share, 20-30% above 2026. |
| SLVM Sylvamo Corporation | Paper, Lumber & Forest Products 低优先 | $1.6B | Q3 2026 2026-11-06 | 扩产供不应求 | 无 | – | 4 / 4 | Eastover paper machine optimization will add 60 thousand tons of uncoated free sheet capacity per year, with ramp-up starting early next year. |
| MMI Marcus & Millichap, Inc. | Real Estate - Services 低优先 | $1.1B | Q3 2026 2026-11-06 | 盈利拐点 | 无 | +8% | 3 / 3 | Near-record inventory going into 2027 and $1.2 trillion of loan maturities in 2027-2028 should drive higher transaction activity. |
| ABNB Airbnb, Inc. | Travel Services | $113.8B | Q3 2026 2026-11-05 | 需求加速AI 词频高积压订单词频高上调指引 | 上调 | +19% | 5 / 4 | Airbnb is back in growth mode and it's here to stay. |
| DUK Duke Energy Corporation | Regulated Electric | $99.6B | Q3 2026 2026-11-05 | 扩产需求加速AI 词频高融资需求 | 维持 | – | 4 / 3 | Confident in delivering top half of 5-7% EPS growth beginning in 2028, supported by $103B capital plan and large load pipeline. |
| NET Cloudflare, Inc. | Software - Infrastructure | $95.7B | Q3 2026 2026-11-05 | 需求加速AI 词频高上调指引盈利拐点 | 上调 | +39% | 5 / 5 | We expect to achieve GAAP profitability in the fourth quarter, significantly earlier than our prior outlook. |
| CMI Cummins Inc. | Industrial - Machinery | $62.0B | Q3 2026 2026-11-05 | 扩产需求加速AI 词频高积压订单词频高下调/撤回指引供不应求 | 下调 | +13% | 4 / 3 | We expect continued strength in power generation related to data center customers, positively impacting power systems and distribution revenue next year. |
| NTRA Natera, Inc. | Medical - Diagnostics & Research | $44.8B | Q3 2026 2026-11-05 | 扩产需求加速上调指引盈利拐点 | 上调 | +34% | 5 / 4 | We are setting the goal to double revenues in the next 3 years, reaching $6 billion in revenue in 2029. |
| LYV Live Nation Entertainment, Inc. | Entertainment | $41.3B | Q3 2026 2026-11-05 | 扩产上调指引 | 上调 | – | 4 / 3 | We expect to have about 75 million fans attend our venues worldwide. |
| TEAM Atlassian Corporation | Software - Application | $38.9B | Q1 2027 2026-11-05 | 需求加速AI 词频高上调指引 | 上调 | +24% | 5 / 3 | We are incredibly bullish on our role in the AI future and the long-term opportunity continues to expand greatly. |
| KMB Kimberly-Clark Corporation | Household & Personal Products | $36.1B | Q3 2026 2026-11-05 | 融资需求 | 维持 | – | 4 / 3 | We are confident in our ability to drive sustainable growth in 2027 and beyond. |
| ZTS Zoetis Inc. | Drug Manufacturers - Specialty & Generic | $32.8B | Q3 2026 2026-11-05 | 有升有降 | -1% | 2 / 3 | We will not be assuming improvements in the macro environment or pet owner spending trends, and we expect the competitive dynamics to remain a factor. | |
| MCHP Microchip Technology Incorporated | Semiconductors | $31.7B | Q2 2027 2026-11-05 | 扩产需求加速AI 词频高积压订单词频高下调/撤回指引供不应求 | 下调 | +42% | 4 / 3 | December quarter guidance is about 5%-7% above normal seasonality, and March backlog is much better than December's was at the same point. |
| DTE DTE Energy Company 2025 Series | Regulated Electric | $28.1B | Q3 2026 2026-11-05 | 扩产AI 词频高上调指引融资需求 | 上调 | – | 5 / 4 | Updated plan calls for annual operating EPS CAGR of >9% through 2031, exceeding prior plan. |
| DTW DTE Energy Company 2025 Series | Regulated Electric | $28.1B | Q3 2026 2026-11-05 | 扩产需求加速AI 词频高上调指引供不应求融资需求 | 上调 | – | 5 / 4 | Updated plan calls for annual operating EPS CAGR of >9% through 2031, exceeding prior plan, driven by data center utility investment. |
| VRSK Verisk Analytics, Inc. | Consulting Services | $26.6B | Q3 2026 2026-11-05 | AI 词频高 | 维持 | +7% | 4 / 3 | AI adoption will proceed in a measured but broad-based and impactful way over the next 12 to 24 months. |
| TPR Tapestry, Inc. | Luxury Goods | $26.4B | Q1 2027 2026-11-05 | 扩产需求加速上调指引 | 上调 | +12% | 5 / 5 | We are raising our full year revenue, operating margin and EPS outlook, reflecting the strength of our business and our confidence in the future. |
| GPN Global Payments Inc. | Specialty Business Services | $25.8B | Q3 2026 2026-11-05 | 需求加速AI 词频高积压订单词频高 | 维持 | +4% | 4 / 4 | We want to drive durable, sustainable mid single digit growth, continue to deliver margin expansion, and drive substantial free cash flow generation. |
| AXON Axon Enterprise, Inc. | Aerospace & Defense | $25.4B | Q3 2026 2026-11-05 | 需求加速AI 词频高积压订单词频高下调/撤回指引融资需求 | 下调 | +28% | 4 / 3 | We expect fourth quarter revenue of $990 million to $1.01 billion. |
| VTRS Viatris Inc. | Drug Manufacturers - Specialty & Generic | $22.9B | Q3 2026 2026-11-05 | 扩产需求加速上调指引供不应求 | 上调 | – | 4 / 4 | We expect our U.S. innovative medicines business to generate more than $1 billion in total revenue in 2027. |