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CARLSBAD, California, August 27, 2026, 11:18 – Callaway shares fell 1.3% as retailers take Good Good products off shelves, reacting to backlash over a…
| Metric | Q2 2026 | YoY |
|---|---|---|
| Net sales | $612.2M | +2.0% |
| Golf Equipment sales | $430.3M | +4.5% |
| Equipment operating income | $100.3M | +31.6% |
| Adjusted EBITDA | $124.9M | +35.8% |
| Full-year EBITDA outlook | $246M–$260M | Raised Aug. 4 |
Retail reports do not disclose affected units or Callaway’s collaboration revenue. Thursday’s stock decline may reflect broader trading. A rapid restocking could make the financial effect immaterial.
Callaway Q2 results · Company response and product removal · Retailer pullbacks · Analyst consensus
SANTA CLARA, California, August 27, 2026, 10:37 EDT — ServiceNow's stock soared 9%, translating to an added $11.7 billion in market value as Salesforce's…
Salesforce market data at 10:28 EDT; operating metrics released Aug. 26.
| Company | Price | Move |
|---|---|---|
| ServiceNow (NOW) | $137.16 | +9.03% |
| Salesforce (CRM) | $248.29 | +20.75% |
| Workday (WDAY) | $197.39 | +3.48% |
| Oracle (ORCL) | $150.84 | +1.32% |
NOW at 10:37 EDT; peer prices at about 10:28 EDT on Aug. 27, 2026.
2:40 p.m. EDT today
ServiceNow CFO Gina Mastantuono speaks at Deutsche Bank's technology conference.
Next quarter
Watch whether cRPO holds near 20% constant-currency growth and AI ACV converts into subscriptions.
Risk
The rally is a peer read-through. Average target upside is now only 3.7%.
The U.S. search phrase “now stock” also points to ServiceNow's expanded Tech Mahindra partnership. It was announced Aug. 20, not today. Tech Mahindra says its ServiceNow deployment handles more than 100,000 monthly cases across 90 countries, supports 150,000 employees and has optimized about 25% of first-level support work.
Best Buy Co. stock dropped 5.4% even after reporting quarterly results that topped estimates and raising its full-year forecast. Shares were last at $82.73…
The stock recovered from its session low but remained below Wednesday’s close after an initial volatile reaction.
1.11× the $900M revenue-guidance midpoint increase.
29.3× the $34M tariff refund.
The response suggests investors discounted the durability of the stronger profit outlook.
| Metric | Q2 FY27 | Q2 FY26 |
|---|---|---|
| Revenue | $9.779B | $9.438B |
| Comparable sales | +4.1% | +1.6% |
| Adjusted operating margin | 4.3% | 3.9% |
| Adjusted EPS | $1.47 | $1.28 |
| Domestic online sales | +5.1% | +5.1% |
| International comps | −1.8% | +7.6% |
| FY27 measure | New | Prior |
|---|---|---|
| Revenue | $42.3B–$42.8B | $41.2B–$42.1B |
| Comparable sales | +1.9% to +3.0% | −1.0% to +1.0% |
| Adjusted operating margin | 4.4%–4.5% | 4.3%–4.4% |
| Adjusted EPS | $6.70–$6.90 | $6.30–$6.60 |
| Capital expenditure | ~$750M | ~$750M |
A 60-basis-point increase applied to $9.07B of domestic revenue implies about $54M. The refund equals roughly 63% of that amount; this is a transparent approximation, not company guidance.
Consensus: Hold
25 analysts
Average target: $83.40
Range: $62–$95
The live price sits about 0.8% below the average target.
Positive: computing, home theater, AI glasses, trading cards, Marketplace and Best Buy Ads.
Mixed: memory costs lifted average selling prices by a mid-single-digit rate while unit sales fell by a high-single-digit rate.
Weak: traditional gaming, appliances and international comparable sales.
| Q2 dividends | $203M |
| Q2 repurchases | $36M |
| FY27 repurchase plan | ~$300M |
| Quarterly dividend | $0.96/share |
| Implied annual yield | ~4.6% |
Watch unit volumes, memory inflation, appliance replacement demand and fuel costs. A weaker holiday build could expose how much of the annual raise came from the one-time refund rather than repeatable margin gains.
Sources: Best Buy Q2 FY27 release; Reuters; Google Finance; MarketScreener. Market figures observed August 27, 2026, 10:29:49 EDT. Calculations use rounded public inputs.
CAMBRIDGE, Massachusetts, August 27, 2026, 10:15 Moderna stock slid 5.0% on Thursday, shaving $3.0 billion off its market value, after the company announced a…
Intraday snapshot: August 27, 2026, 10:15:13 EDT
The stock recovered from its session low but remained 5.0% below Wednesday’s close.
The market erased about $2.97 billion while Moderna proposed $2.0 billion of base financing.
| Term | Current disclosure |
|---|---|
| Security | Senior unsecured convertible notes |
| Maturity | 2032 |
| Regular interest | None |
| Purchaser option | $300M for 13 days |
| Settlement | Cash, shares or both |
| Capped-call threshold | At least 150% premium at pricing |
| Metric | Amount | Read-through |
|---|---|---|
| Cash + investments | $6.9B | June 30 |
| Q2 operating cash outflow | $526M | Base notes = 3.8× |
| Q2 net loss | $782M | Base notes = 2.6× |
| July settlement payment | $950M | Post-quarter cash use |
| 2026 year-end cash guide | $4.7B–$5.2B | Before new deal update |
23 analysts · average target $104.53
Target dispersion is wide after the oncology-data rally. The financing terms now add a separate dilution and balance-sheet variable.
The financing converts part of the recent oncology revaluation into liquidity. No regular coupon limits cash interest, but conversion can expand the share count. The capped call only protects up to its final cap.
Pricing: conversion rate, premium and net proceeds.
Hedging: capped-call cost and counterparties’ trading.
Use of funds: oncology investment versus debt repayment.
Risk trigger: weaker clinical or regulatory progress after leverage rises.
Sources: Moderna August 27 financing announcement; Moderna July 31 quarterly results; Google Finance; MarketScreener. Calculations use the $142.20 share price and $56.54 billion market capitalization observed at 10:15:13 EDT on August 27, 2026. Values are rounded.
New Haven, Connecticut, August 27, 2026, 10:20 – Biohaven shares fell 7.1%, retracing nearly half of the gains made after its $400 million deal…
NYSE:BHVN • regular session • market data through August 27, 2026, 10:19 EDT
Thursday’s $1.20 decline gave back 46.7% of Wednesday’s $2.57 gain. The shares still held 9.5% above the pre-deal close.
$400M equals 1.48× June liquidity and 16.8% of current market value. The $795M ceiling includes contingent amounts.
| Component | Amount / rate | Investor meaning |
|---|---|---|
| Cash at closing | $350M | Non-refundable; subject to closing |
| Deferred upfront | $50M | Payable one year after closing |
| Development/regulatory | Up to $150M | Milestone-dependent |
| Knopp obligations | Up to $245M | Assumed by SK after closing |
| U.S. royalties | Mid-teens to low twenties | Requires approval and commercial sales |
| Ex-U.S. royalties | Mid-single digits | Lower overseas participation |
| June 30 liquidity | $270.5M |
|---|---|
| Q2 net loss | $137.3M |
| Q2 R&D | $100.8M |
| Q2 G&A | $24.1M |
| Illustrative post-close liquidity | $620.5M |
The illustrative balance adds $350M to June liquidity. It is not a forecast and excludes later spending, reimbursements and balance-sheet changes.
| Measure | Reading | Timestamp / basis |
|---|---|---|
| Thursday range | $15.50–$17.05 | 10:19 EDT |
| Thursday volume | 962,594 | 10:19 EDT |
| Wednesday volume | 15.77M | 5.2× 65-day average |
| 52-week range | $7.48–$18.57 | Through Aug. 27 |
| Consensus | Overweight | 11 Buy, 1 Overweight, 3 Hold, 1 Underweight |
| Average target | $22.07 | +40.1% vs. $15.75 |
| Target range | $10–$42 | −36.5% to +166.7% |
| Company | Price | Move | Market value |
|---|---|---|---|
| Biohaven BHVN | $15.68 | −7.49% | $2.36B |
| Vera Therapeutics VERA | $34.83 | −5.42% | $2.50B |
| Wave Life Sciences WVE | $5.07 | −3.15% | $1.03B |
| uniQure QURE | $50.22 | −1.43% | $3.33B |
Peer quotes are from 10:04–10:06 EDT. Biohaven underperformed this small clinical-biotech comparison at that snapshot.
Closing Antitrust clearance and customary conditions unlock the first $350 million.
2H 2026 RISE3 topline results test opakalim’s efficacy and the value of milestones and royalties.
After closing SK funds specified development costs while Biohaven continues RISE2, RISE3 and filing preparation.
Weak RISE3 data could reduce milestone and royalty value. Closing delay would postpone liquidity. SK also has post-closing termination rights, while Biohaven has traded direct commercial ownership for cash and royalties.
Sources: Biohaven Form 8-K, Biohaven Q2 results, WSJ/FactSet market and analyst data, and contemporaneous U.S. equity quotes. Calculations are derived from disclosed figures and may not sum because of rounding.
BOISE, Idaho, August 27, 2026, 09:39 EDT — Micron Technology's stock has erased 82% of its Nvidia-driven opening gap, with attention staying on its…
The AI-memory read-through remains strong. Price action says investors still want Micron-specific proof on HBM volume, pricing and margins.
August 27 value is intraday at 09:39 EDT; earlier values are official closes. The stock opened at $967.01 before fading.
| Metric | Current / latest | Comparison | Investor reading |
|---|---|---|---|
| Fiscal Q3 revenue | $41.46B | $23.86B prior quarter | +73.8% sequential |
| Operating cash flow | $25.39B | $11.90B prior quarter | Cash conversion strengthened |
| Adjusted free cash flow | $18.3B | $7.1B capex | Funds expansion internally |
| Adjusted gross margin | 84.9% | 74.9% prior quarter | Exceptional, hard to sustain |
| Forward P/E | 6.5× | 21.2× trailing | Large earnings-cycle assumption |
| Net cash | $23.75B | $21.03 per share | Balance-sheet cushion |
HBM is stacked memory placed beside AI accelerators. Higher accelerator shipments increase the addressable memory content, but Micron’s realized revenue still depends on qualification, allocation, pricing and yield.
| Reference | Target / value | Upside from $943.46 | Implied FY2027 P/E |
|---|---|---|---|
| Current price | $943.46 | — | 6.1× |
| BMO / Mizuho | $1,300 | 37.8% | 8.4× |
| Analyst average | $1,515 | 60.6% | 9.8× |
| Analyst low | $361 | −61.7% | 2.3× |
| Analyst high | $2,200 | +133.2% | 14.2× |
Mercer International's 60% premarket surge disappeared after Thursday's opening bell. The reversal showed how quickly a US$14 million funding headline met the company's much…
| Q2 / June 30 | Value | Signal |
|---|---|---|
| Revenue | US$460.3M | +1.5% YoY |
| Operating EBITDA | −US$21.0M | Negative |
| Net loss | −US$76.0M | 5.4× aid |
| Cash | US$78.8M | Aid = 17.8% |
| Aggregate liquidity | US$191.7M | Aid = 7.3% |
| Shareholders' deficit | −US$98.0M | Capital risk |
Mercer reports a US$76.0M Q2 loss and says advisers are evaluating financing and liquidity alternatives.
Canada commits C$20M for Peace River modernization; C$19M is repayable from 2031.
Shares briefly reach about 76 cents, an 84% after-hours jump.
Premarket quote holds at 66 cents, up 59.8%.
Regular trades sit near the prior close as volume reaches 56.0M.
Six Flags Entertainment Corporation is under renewed safety scrutiny after two severe brain hemorrhages were reported in connection with its X2 roller coaster within…
| Q2 measure | Reported | Change |
|---|---|---|
| Revenue | $864.9M | −7.0% |
| Attendance | 13.13M | −7.5% |
| Per-capita spending | $62.89 | +0.7% |
| Operating income | $88.6M | +19.0% |
| Net loss | −$202.6M | Wider |
| Same-park revenue | $864.5M | +2.4% |
| Analyst recommendation | Overweight |
| Average target | $21.71 |
| Coverage | 16 ratings |
| Target upside vs. Aug. 26 close | 34.6% |
| 52-week range | $12.51–$27.37 |
| Short interest | 18.62% of float · Aug. 14 |
| Reopening | A prompt X2 return would contain attendance risk. |
| Inspection | A design finding could raise repair and compliance costs. |
| Claims | Reserve increases would flow directly through earnings. |
| Reputation | Broader safety concern could affect passes and day tickets. |
| Leverage | $5.02B of gross debt reduces tolerance for cash shocks. |
Dollar Tree, Inc. dropped 7.47% to $122.30 as of 08:30 EDT after issuing a weaker third-quarter profit outlook, despite surpassing earnings expectations. Premarket trading…
Q3 EPS gap compares the $0.875 guidance midpoint with the $1.40 consensus. Planned refund reinvestment explains nearly the entire difference.
| IEEPA refunds | +$383M |
| Cost-of-sales reinvestment | -$22M |
| SG&A reinvestment | -$15M |
| Specified duties | -$13M |
| Net pre-tax effect | ≈$333M |
|---|
Company figures for Q2 fiscal 2026.
| Metric | Q2 2026 | Change |
|---|---|---|
| Comparable sales | 3.7% | Ticket +3.3%; traffic +0.4% |
| Gross margin | 42.9% | +850 bp |
| Operating margin | 14.1% | +900 bp |
| Operating income | $690M | +198.7% |
| Free cash flow | $675M | Quarter total |
| Dollar Tree | Dollar General | |
|---|---|---|
| Q2 sales growth | 7.0% | 5.2% |
| Comparable sales | 3.7% | 3.5% |
| Premarket move | -7.47% | +13.30% |
| Sales outlook | Maintained | Raised |
Q3 EPS: $0.80-$0.95Q3 sales: $5.0B-$5.1B400 planned openings$2.5B buyback capacity
The key test is whether 50 cents of planned reinvestment lifts traffic before tariff refunds fade. Lower shrink or sustained ticket growth would soften that risk.
Volato Group, Inc. jumped 55.31% on Wednesday as the firm announced a merger with Alignment Engine. The private AI-infrastructure company was valued at about…
| Metric | Figure | Signal |
|---|---|---|
| Q2 revenue | $0.965M | Small base |
| Q2 net loss | −$2.051M | Loss exceeds revenue |
| Cash | $8.440M | June 30 |
| H1 operating cash use | −$2.855M | Funding need remains |
| H1 financing cash | +$6.953M | Mostly equity-linked |
| Analyst consensus | None | Zero current ratings |
| Ownership | Undisclosed conversion economics can dilute common holders. |
| Funding | Campus buildout costs and capital sources remain undisclosed. |
| Commercial proof | No campus customers, revenue or contracted backlog were reported. |
| Execution | The path from 154 MW to 480 MW needs permits, equipment and financing. |
| Liquidity | Extreme turnover and the premarket reversal imply high volatility. |
GOODLETTSVILLE, Tennessee, August 27, 2026, 07:30 EDT — Dollar General stock rose 13.3% in premarket trading, adding $3.6 billion in market capitalization as the…
| Measure | Q2 FY26 | YoY |
|---|---|---|
| Net sales | $11.29B | +5.2% |
| Gross margin | 32.60% | +127 bp |
| Operating profit | $769.2M | +29.2% |
| Net income | $550.3M | +33.8% |
| Diluted EPS | $2.48 | +33.3% |
| H1 operating cash flow | $1.50B | Current period |
Refunds supplied about 64% of the gross-margin gain. Management expects no material second-half refund benefit after reinvestment.
EPS midpoint rose 7.8%. Guidance includes a $0.25 Q2 benefit from tariff refunds.
| Consensus rating | Buy |
| Analyst sample | 18 |
| Buy / Strong Buy | 45% |
| Hold | 56% |
| Average target | $134.94 |
| Planned H2 buybacks | Up to $700M |
| Quarterly dividend | $0.59/share |
The $139.11 premarket price sat 3.1% above the published average target.
VolitionRx Limited stock surged almost 100% ahead of Thursday’s U.S. market open, following news of clinical validation for its Nu.Q NETs blood biomarker in…
| Measure | Period | Value |
|---|---|---|
| Close before catalyst | Aug. 26 | $0.34 |
| Premarket range | Aug. 27, 07:30 EDT | $0.66–$0.68 |
| Q2 revenue | Quarter ended June 30 | ~$0.4M |
| H1 revenue | Six months ended June 30 | $1.4M · +112% |
| Q2 operating loss | Quarter ended June 30 | $4.2M · −34% |
| Q2 operating cash use | Quarter ended June 30 | $5.2M · −18% |
| Cash | June 30 | $2.79M |
The market added almost one quarter's cash consumption. That is meaningful for a microcap, but small beside the funding needed to commercialize diagnostics.
Status at Aug. 27: validation completed; commercial discussions disclosed, but no contract value or revenue timetable announced. The $2.8B annual sepsis opportunity is a company estimate, not guidance.
London, August 27, 2026, 12:35 Oil prices climbed as tanker traffic through the Strait of Hormuz continues to hold at 77% below the level…
Transit count compares with a recent daily average of 15. Flow figures are million barrels per day.
| Signal | Latest reading | Investor channel | What changes the price |
|---|---|---|---|
| Iran–Oman framework | Details still being finalized | Geopolitical premium | Credible enforcement and sustained traffic |
| Qatar mediation | Tehran visit on Aug. 27 | Near-term volatility | Broader ceasefire or talks failure |
| U.S. crude stocks | 428.9m barrels; +95,000 | WTI balance | Build was 84% smaller than expected |
| Refinery utilization | 97.4% | Crude demand | Seasonal maintenance or margin compression |
| SPR releases | Sales ending soon | Inventory cushion | Lower state supply without Gulf recovery |
| Case | Reference | Brent implication | Direct exposures |
|---|---|---|---|
| Fast reopening | Traffic normalizes quickly | Pressure toward $78 Q4 EIA average | Negative oil beta; positive transport margins |
| Gradual reopening | EIA base path | Near $85 Q3 average | Balanced producer and consumer effects |
| Talks stall | Risk premium returns | Retest of $93.78 Aug. 20 level | Positive USO/XLE; inflation risk rises |
Scenarios frame transmission, not price targets. EIA forecasts Brent at $78 in 4Q26 and $69 in 2027.
Crude exposure: USO tracks near-term WTI futures and can diverge through roll costs.
Energy equities: XLE adds company execution, dividends and refining exposure.
Rates and inflation: Higher oil can lift inflation compensation and pressure duration assets.
Transport: Airlines, trucking and chemicals benefit when the premium falls.
Key risk: Futures are pricing better logistics before ship counts confirm them.
PALO ALTO, August 27, 2026, 06:49 EDT — HP shares dropped 10.6% in premarket trade after the company reported that global PC shipments declined…
| Metric | Result | Reference |
|---|---|---|
| Revenue | $15.7B | +12.5% YoY |
| Adjusted EPS | $0.83 | $0.69 LSEG |
| Personal Systems revenue | $11.8B | +18% YoY |
| PC units | −16% | Consumer −19% |
| Personal Systems margin | 4.6% | 5.2% in Q2 |
| Printing revenue | $3.9B | −2% YoY |
| Quarterly free cash flow | $1.6B | $0.8B in Q2 |
Bars are scaled for visual comparison, not to a common unit. Basis points measure one-hundredth of a percentage point.
The stated 74-cent midpoint includes an estimated eight-cent tariff refund. Removing it leaves 66 cents, one cent below consensus.
| Premarket equity value | ≈$24.95B |
| Close P/E | 11.65× |
| Dividend yield at close | 3.93% |
| Average analyst target | $27.88 |
| Fresh targets, Aug. 27 | Goldman $22 · UBS $28 |
| Consensus | Hold |
Premarket equity value equals $27.28 multiplied by 914.52M shares. Analyst data updated Aug. 27 at 06:45 EDT.
Downside mechanism: memory and storage inflation outpaces repricing, pushing Personal Systems margin below 4.6%.
Upside mechanism: premium and AI-PC mix supports price while shipment declines moderate.
Invalidation check: strip tariff refunds from EPS before comparing core execution with consensus.
CrowdStrike stock jumped 9.34% to $206.85 in premarket trade on Thursday. The price was noted at 06:39:33 EDT following record quarterly bookings.
| Metric | Q2 FY27 | Q2 FY26 | Change |
|---|---|---|---|
| Revenue | $1.47B | $1.17B | +26% |
| Subscription revenue | $1.40B | $1.10B | +27% |
| Net-new ARR | $332.8M | $221.1M | +51% |
| Free cash flow | $377.4M | $283.6M | +33% |
| GAAP operating result | −$33.2M | −$105.5M | Loss narrowed 69% |
| GAAP subscription margin | 78% | 77% | +100 bp |
| Ending ARR | $6.603B–$6.612B |
| Revenue | $5.991B–$6.011B |
| Non-GAAP operating income | $1.497B–$1.508B |
| Non-GAAP EPS | $1.25–$1.26 |
| Net-new ARR growth midpoint | 34% |
The target sits only 1.8% above $206.85. Fresh post-earnings revisions may change this comparison.
Falcon Flex: More than $2.29B of ARR, or about 39% of total ending ARR.
Q3 bridge: Guidance implies about $346M of net-new ARR, roughly 4% above Q2.
The $18.0B premarket gain equals about 54 times quarterly net-new ARR and 272 times the revenue-guide midpoint increase.
GAAP operations remain loss-making. Competition, discounting and outage-related costs can pressure margins.
Okta Inc. shares surged 20.89% to $162.50 in premarket deals as of 04:08:52 EDT. The gain came after Okta beat quarterly backlog estimates, providing…
| Test | Latest | Next threshold | Investor read |
|---|---|---|---|
| cRPO growth | 14% | 11%–12% Q3 guide | Deceleration is already guided |
| Revenue growth | 11% | 10% Q3 guide | Backlog must convert cleanly |
| FCF margin | 28.1% | 21%–23% Q3 guide | Quarterly seasonality rises |
| Net retention | 107% | Hold or improve | Confirms expansion quality |
