Stock Market News for November 4, 2026

At a glance

On November 4, 2026, SiTime reported Q3 revenue of $298.7 million and positive GAAP net income; Figma posted Q3 revenue of $391.4 million above guidance; Qualcomm reported fiscal 2026 revenue of $43.1 billion and EPS including a tax benefit; HubSpot reported Q3 revenue of $947.6 million and raised Q4 guidance.

Earnings and guidance

SiTime (SITM) reports third-quarter 2026 financial results third-quarter revenue of $298.7 million, up 257% year over year, with GAAP net income of $4.4 million, GAAP gross margin 51.6% and non-GAAP net income of $130.3 million.

Figma (FIG) announces third quarter 2026 financial results third-quarter revenue of $391.4 million, up 43% year over year and $16.4 million above the guidance high end; GAAP gross profit rose to $314.4 million with an 80% gross margin.

HubSpot (HUBS) reports Q3 2026 results third-quarter revenue of $947.6 million, up 17% year over year, GAAP operating income of $71.9 million and fourth-quarter revenue guidance of $945.0 million–$947.0 million.

Qualcomm (QCOM) reports fiscal 2026 results fiscal 2026 revenue of $43.1 billion, down 3% year over year, diluted EPS rose to $12.70 including a $5.32-per-share tax benefit, and fourth-quarter revenue was $10.322 billion.

Applovin (APP) announces third quarter 2026 financial results third-quarter revenue of $2.185 billion, net income of $1.44 billion and a board increase in repurchase authorization by $3.2 billion.

Datadog (DDOG) announces third quarter 2026 financial results third-quarter revenue of $1.20 billion, up 35% year over year, GAAP operating income of $74.706 million and customers with ≥$100k ARR up 20% to ~4,860.

Coherent (COHR) reports first quarter fiscal 2027 results Q1 fiscal 2027 revenue of $2.37 billion, GAAP diluted EPS of $1.90 and Q2 revenue guidance of $2.55 billion–$2.75 billion.

GlobalFoundries (GFS) reports preliminary third-quarter 2026 results preliminary Q3 revenue of $1.899 billion, a net loss of $270 million driven primarily by a $441 million non-cash charge, and Q4 revenue guidance of $2,000 million ± $25 million.

Expedia Group (EXPE) reports third quarter 2026 results third-quarter revenue of $4.938 billion, up 12% year over year, GAAP net income of $1.030 billion and the company raised full-year guidance.

SharkNinja (SN) reports third quarter 2026 results Q3 net sales of $1,976.4 million, up 21.2% year over year, net income of $338.4 million and raised full-year sales and adjusted earnings guidance.

Corpay (CPAY) reports third quarter financial results third-quarter revenue of $1,381.9 million, net income attributable to Corpay of $378.4 million and raised its 2026 outlook for revenue and diluted EPS.

Medline (MDLN) reports third quarter and nine months 2026 results third-quarter net sales of $7.9 billion, net income of $318 million and raised 2026 organic sales growth outlook to 10.0%–10.5% after a Tracy distribution-center fire incurred $316 million in net losses.

Charles River Laboratories International (CRL) announces third-quarter 2026 results third-quarter revenue of $982.7 million, GAAP EPS of $6.86 (including a $5.06-per-share tax-reserve reversal) and the company raised full-year revenue and earnings outlook.

Paycom Software (PAYC) reports third quarter 2026 results third-quarter revenue of $544 million, GAAP net income of $133.2 million and raised its full-year outlook for revenue and adjusted EBITDA.

Insulet (PODD) reports third quarter 2026 results third-quarter revenue of $842.0 million, net income of $141.1 million, and the board authorized $1 billion in share repurchases.

Snap (SNAP) announces third quarter 2026 financial results third-quarter revenue of $1,722 million, net income of $56 million and adjusted EBITDA of $383 million.

Leadership and corporate actions

Fidelity National Information Services (FIS) names interim CFO appointed Alexandra Brooks interim Chief Financial Officer effective November 5, 2026, as James Kehoe steps down and will remain a non-executive senior advisor through March 2027.

CDW (CDW) declares quarterly dividend declared a quarterly cash dividend of $0.680 per common share, payable December 10, 2026, to holders of record November 25, 2026.

Other notable news

Summit Therapeutics (SMMT) reports operational progress and financing reported clinical progress, an FDA target action date of November 14, 2026 for ivonescimab plus chemotherapy, and a $2 billion equity investment from AstraZeneca received after quarter-end.