Stock Market News for October 22, 2026

At a glance

On October 22, 2026, Bloom Energy reported third-quarter revenue of $1,235.8 million and raised full-year 2026 revenue guidance to $4.4 billion–$4.6 billion; Western Digital reported fiscal Q1 2027 revenue of $4.38 billion; Valero reported third-quarter net income attributable to stockholders of $6.8 billion; Nebius secured a $3.5 billion financing facility from Citi.

Earnings and guidance

Bloom Energy (BE) reports third-quarter 2026 revenue of $1,235.8 million, with net income attributable to common stockholders of $250.3 million and raised full-year 2026 revenue guidance to $4.4 billion–$4.6 billion.

Western Digital (WDC) reports fiscal first-quarter 2027 revenue of $4.38 billion with GAAP diluted EPS of $4.63 and operating income of $2.046 billion.

Valero Energy (VLO) reports third-quarter 2026 net income attributable to stockholders of $6.8 billion and diluted EPS of $23.89, with revenue of $46,098 million.

Lockheed Martin (LMT) reports third-quarter 2026 sales of $20.7 billion and net earnings of $1.845 billion, with backlog reaching $292.0 billion.

Union Pacific (UNP) reports third-quarter 2026 diluted EPS of $3.49, net income of $2.1 billion and operating revenue of $7.2 billion.

Nasdaq (NDAQ) reports third-quarter 2026 net revenue of $1.5 billion, record ARR of $3.4 billion and GAAP diluted EPS of $0.96.

Deckers Outdoor (DECK) reports second-quarter fiscal 2027 revenue of $1.481 billion, diluted EPS of $2.31 and repurchased $299.3 million of shares during the quarter.

Newmont (NEM) reports third-quarter 2026 adjusted net income of $2.3 billion, adjusted earnings of $2.20 per diluted share and gold production of 1.302 million ounces.

Quest Diagnostics (DGX) reports third-quarter 2026 revenue of $3.10 billion and raised full-year 2026 revenue and EPS guidance to $12.065 billion–$12.105 billion and reported diluted EPS of $10.21–$10.31.

Roper Technologies (ROP) reports third-quarter 2026 revenue of $2.17 billion, raised full-year adjusted diluted EPS guidance to $22.35–$22.40 and GAAP diluted EPS of $4.88 for the quarter.

Comcast (CMCSA) reports third-quarter 2026 revenue of $29.298 billion, net income of $3.448 billion and EPS of $0.97 while pro forma revenue edged up 0.5%.

Share repurchases and capital return

United Therapeutics (UTHR) authorizes a new share repurchase program of up to $2 billion available through October 21, 2027.

Vylor (VYLR) announces a new, multi-year share repurchase program authorizing $3 billion in repurchases, effective immediately with no expiration.

Financings and facilities

Nebius Group (NBIS) secures a $3.5 billion senior secured financing facility from Citi with a 364-day maturity to support data center development and GPU procurement.

TTM Technologies (TTMI) reports record third-quarter 2026 sales of $1.2 billion and provided a preliminary 2027 sales forecast of $6.5 billion–$6.75 billion.

Nokia (NOK) reports Q3 2026 net sales of EUR 5.154 billion with reported operating profit of EUR 196 million and comparable operating profit of EUR 605 million.

Leadership and corporate actions

Comfort Systems USA (FIX) announces that Julie Shaeff will succeed Bill George as executive vice president and chief financial officer when he retires after the 2026 Form 10-K is filed.

Melar Acquisition Corp. I (MACI) receives shareholder approval for the proposed business combination with Everli Global Inc., with the transaction expected to close after remaining conditions are satisfied.

Regulatory and clinical updates

Arbutus Biopharma (ABUS) announces the FDA has lifted the clinical hold on its IND application for AB-101, permitting additional U.S. clinical development of the oral PD-L1 inhibitor.

Aardvark Therapeutics (AARD) announces the FDA has lifted the clinical hold on ARD-101 for Prader-Willi syndrome and will resume engagement on Phase 3 trial design after review of exploratory HERO/OLE data.