Catalyst Calendar - March 19, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **FedEx (FDX)** Q3 2026 Earnings - Result: Beat forecasts with strong top and bottom lines and raised guidance despite surging fuel costs. Market reaction: Shares fluctuated but closed up 11.05% at $388.38, reflecting investor optimism on operational resilience. - **Accenture (ACN)** Q2 2026 Earnings - Result: Earnings and revenue edged past estimates, though guidance disappointed. Market reaction: Shares surged 4.30% to $203.55, indicating confidence in bookings and long-term growth despite near-term caution. - **Planet Labs (PL)** Q4 2026 Earnings - Result: Reported strong results with AI-driven business growth. Market reaction: Shares soared 24.95% to $31.00, driven by optimism about AI unlocking new revenue streams. - **Duluth Holdings (DLTH)** Q4 2025 Earnings - Result: Beat expectations with strong revenue and earnings. Market reaction: Shares surged 47.93% to $3.21, signaling a strong turnaround. - **Five Below (FIVE)** Q4 2025 Earnings - Result: Beat estimates with accelerating comparable sales and raised FY26 outlook. Market reaction: Shares jumped 11.07% to $235.99, supported by multiple analyst price target increases. - **Eton Pharmaceuticals (ETON)** Q4 2025 Earnings - Result: Solid earnings call with positive outlook. Market reaction: Shares rose 7.90% to $20.52, reflecting investor approval of guidance. - **Scholastic (SCHL)** Q3 2026 Earnings - Result: Strong beat on earnings and revenue. Market reaction: Shares climbed 12.70% to $37.63, boosted by buyback announcement. - **CytomX Therapeutics (CTMX)** Insider Selling - Result: Chief medical officer sold $136k in stock. Market reaction: Shares rose 9.44% to $4.82, suggesting insider sales did not spook investors amid positive sentiment. - **Alibaba (BABA)** Q3 2026 Earnings - Result: Revenue missed estimates, net income dropped 66%, despite AI progress. Market reaction: Shares fell 7.09% to $124.90, reflecting disappointment. - **Micron Technology (MU)** Q2 2026 Earnings - Result: Posted record revenue but shares fell 3.10% to $447.42 due to margin and capex concerns. Market reaction: Profit-taking amid cautious outlook. - **Gold (GLD)** - Result: Set for worst week in six years, plunging 4.07% to $426.66 amid rate-cut bets fading and oil surge. Market reaction: Gold miners like Newmont (NEM) fell sharply, NEM down 6.76%. - **Oil (USO)** - Result: Crude prices surged 4.08% to $116.71, briefly topping $119 amid Middle East conflict and supply concerns. Market reaction: Energy stocks like Chevron (CVX) up 1.42%, while some materials stocks plunged. ## Surprise News Today Unexpected developments that moved markets: - **$RIVN** - Rivian shares jumped 10.03% intraday, closing up 4.31% at $16.20 after Uber announced a $1.25 billion investment to launch 50,000 robotaxis. This strategic partnership boosted investor confidence in Rivian’s growth prospects. - **$SUNE** - Sunation Energy surged 31.94% to $1.90 following strong Q4 earnings, highlighting resilience amid energy market volatility. - **$ALAR** - Alarum Technologies plunged 14.87% to $6.07 despite Q4 earnings, reflecting investor concerns over outlook or execution. - **$SBDS** - Solo Brands tumbled 43.95% to $4.26 after reporting Q4 losses and cautious guidance, signaling investor disappointment. - **$CSIQ** - Canadian Solar dropped 25.76% to $13.75 after Q4 earnings, indicating concerns over margin pressure or market conditions. - **$PLTR** - Palantir gained 1.71% to $155.38 amid ongoing AI momentum and positive analyst commentary. - **$ACN** - Despite a beat, Accenture’s shares surged 4.30%, but some analysts lowered price targets later in the day, reflecting mixed sentiment on growth outlook. ## After-Hours Catalysts Earnings and events happening tonight: - **$FIVE** - Continued analyst upgrades and price target raises on strong Q4 results and FY guidance. Watch for further analyst commentary and potential after-hours trading activity. - **$PL** - Planet Labs’ AI-driven growth story remains in focus; investors will watch for management commentary on AI monetization strategies. - **$ETON** - Investors will look for additional details on pipeline and growth prospects following the positive Q4 earnings call. - **$SCHL** - Scholastic’s buyback program and earnings beat may drive after-hours interest. - **$DLTH** - Duluth Holdings’ strong Q4 results and surge in shares may prompt further analyst updates. - **$CTMX** - Insider selling noted, but strong stock performance suggests investors will watch for further developments. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **Quadruple Witching Expiry** - March 20, 2026 - Watch for increased volatility as options and futures contracts expire, potentially amplifying market moves amid geopolitical tensions and earnings season. - **Economic Data: US Weekly Jobless Claims** - Time: Morning - Watch for labor market signals amid mixed economic outlook and inflation concerns. - **Earnings: Scholastic (SCHL) Q3 2026 Follow-up** - Time: TBD - Investors will monitor for any additional guidance or commentary. ## This Week Ahead Other catalysts coming this week: - Friday: Triple Witching Day - Expect heightened volatility as multiple derivatives expire simultaneously. - ECB and BoE meetings earlier this week have set the tone for cautious central bank policy amid inflation and energy price shocks. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$FIVE** (Five Below) - Catalyst: Strong Q4 earnings beat, accelerating comps, raised FY26 guidance, and multiple analyst price target raises. - Thesis: Five Below’s ability to deliver robust sales growth and positive outlook amid inflationary pressures and market volatility positions it as a high-conviction growth retail play. The stock’s breakout on volume and analyst upgrades suggest further upside potential in the near term. --- Market summary: The S&P 500 closed flat at $661.46, with the Nasdaq 100 slightly down 0.03% at $594.70 and the Dow Jones down 0.17% at $462.22. Oil surged over 4% amid Middle East tensions, pushing energy stocks higher but stoking stagflation fears. Gold suffered its worst week in six years, falling 4.07% as rate-cut expectations faded. Tech stocks showed mixed reactions with strong earnings from Accenture and Planet Labs offset by weakness in Alibaba and Micron. The market braces for tomorrow’s quadruple witching and ongoing geopolitical risks.