Catalyst Calendar - March 25, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **AAR Corp (AIR)** Q3 2026 Earnings Call - Result: Reported strong earnings and raised sales forecast, shares surged 9.93% to $118.52 - Market reaction: Positive, contributed to Dow Jones 0.48% gain. - **Baozun Inc. (BZUN)** Q4 2025 Earnings Call - Result: Beat earnings estimates but shares edged down despite 13.62% rally to $2.42 - Market reaction: Mixed, investors may be digesting forward guidance. - **Navan (NAVN)** Q4 FY2026 Earnings Call - Result: Achieved profitability milestone with AI-driven margin gains, shares jumped 30.32% to $11.09 - Market reaction: Strong bullish sentiment on AI leverage in travel tech. - **Noodles & Company (NDLS)** Q4 2025 Earnings Call - Result: Strong sales momentum, shares surged 11.45% to $7.30 - Market reaction: Positive, reflecting confidence in consumer discretionary recovery. - **MillerKnoll (MLKN)** Q3 2026 Earnings Call - Result: Missed earnings by $0.02, revenue fell short, shares dropped 15.80% to $16.09 - Market reaction: Negative, concerns over margin pressures and growth outlook. - **Cytosorbents Corporation (CTSO)** Q4 2025 Earnings Call - Result: Earnings call transcript released, shares down 10.88% to $0.62 - Market reaction: Negative, possibly due to disappointing results or guidance. - **Ondas Inc. (ONDS)** Q4 2025 Earnings Call - Result: Reported 3.93% decline in shares to $10.26 - Market reaction: Negative, despite revenue surge noted in slides. - **Absci Corporation (ABSI)** Q4 2025 Earnings Call - Result: Shares fell 4.32% to $2.88 after downgrade to Hold and pivot in pipeline focus - Market reaction: Negative, reflecting investor caution on pipeline developments. - **Chewy (CHWY)** Q4 2026 Earnings Call - Result: Reported mixed results but shares rallied 13.77% to $26.68 - Market reaction: Positive, driven by expanding margin profile and customer growth. - **PaySign (PAYS)** Q4 2025 Earnings Call - Result: Shares surged 35.79% to $5.12 on strong Q4 growth - Market reaction: Very positive, signaling investor enthusiasm for fintech growth. - **American Tower (AMT)** Tenant Default News - Result: Market views dip as buying opportunity amid strong 5G/AI prospects, shares down 1.81% to $167.27 - Market reaction: Mixed, short-term dip but long-term optimism. - **Arm Holdings (ARM)** AI Chip Sales Ramp Forecast - Result: Shares jumped 17.35% to $158.38 - Market reaction: Strong bullishness on AI server chip revenue potential. - **Hess Corporation (HES)** Shares surged 8.65% to $160.31 on record capacity pricing deal - Market reaction: Positive, reflecting energy sector tailwinds amid Middle East tensions. - **Dell Technologies (DELL)** Shares rose 4.01% to $184.01 on AI-capable commercial PC lineup launch - Market reaction: Positive, tech hardware demand buoyed by AI trends. - **Intel (INTC)** Shares jumped 6.47% to $46.91 following new chip launch and AI demand - Market reaction: Positive, reflecting renewed optimism in semiconductor sector. - **Micron Technology (MU)** Shares dropped 4.49% to $377.78 despite strong earnings growth, pressured by Google AI efficiency breakthrough - Market reaction: Negative, memory stocks hit by AI compression tech concerns. - **Applied Materials (AMAT)** Shares fell 1.66% to $367.80 despite strong AI chip demand - Market reaction: Slightly negative, possibly due to valuation or broader chip sector volatility. - **Nvidia (NVDA)** Shares rose 1.69% to $178.17 amid AI chip sales optimism and regulatory scrutiny - Market reaction: Positive but cautious due to export license freeze talks. - **Meta Platforms (META)** Shares up 0.15% to $593.79 despite social media trial liability and job cut reports - Market reaction: Mixed, balancing AI growth plans with legal and cost concerns. - **Alphabet (GOOG, GOOGL)** Shares slightly down (~0.12%) amid social media trial liability and AI developments - Market reaction: Mixed, cautious on legal risks but optimistic on AI. - **Gold (GLD)** Rose 2.37% to $413.70 as investors weigh US-Iran peace talks - Market reaction: Safe-haven demand increased amid geopolitical uncertainty. - **Oil (USO)** Fell 1.02% to $113.37 on ceasefire hopes and easing Middle East supply fears - Market reaction: Negative pressure on energy prices despite geopolitical risks. ## Surprise News Today Unexpected developments that moved markets: - **$BRZE (Braze)** - Shares surged 20.10% to $21.64 after strong Q4 results and analyst upgrades - Reaction: Significant bullish momentum in software sector. - **$SATL (Satellogic)** - Shares jumped 15.24% to $6.20 on insider selling and positive market sentiment - Reaction: Strong rally in space tech stocks amid SpaceX IPO buzz. - **$LODE (Comstock)** - Shares surged 15.47% to $3.21 on Q4 earnings call transcript release - Reaction: Positive investor response to operational updates. - **$SRPT (Sarepta Therapeutics)** - Shares soared 34.13% to $23.62 following preliminary Phase I/II data release - Reaction: Strong biotech investor enthusiasm. - **$CRWV (CoreWeave)** - Shares rose 5.40% to $87.50 despite recent capex backlog - Reaction: Continued interest in AI infrastructure plays. - **$CIFR (Cipher Digital)** - Shares climbed 6.65% to $15.87 after insider selling and new data center deal announcement - Reaction: Positive on strategic pivot. - **$PDD (Pinduoduo)** - Shares rallied 5.25% to $103.24 despite Q4 earnings miss and revenue forecast cuts - Reaction: Value opportunity perceived by investors. - **$HPE (Hewlett Packard Enterprise)** - Shares jumped 7.87% to $25.78 on AI-driven growth prospects - Reaction: Strong tech sector rebound. - **$CGNT (Cognyte Software Ltd.)** - Shares rose 7.23% to $8.45 on Q4 earnings call transcript - Reaction: Positive sentiment in cybersecurity space. - **$CHWY (Chewy)** - Shares rallied 13.77% to $26.68 despite earnings miss - Reaction: Margin expansion and customer growth offset concerns. - **$NAVN (Navan)** - Shares surged 30.32% to $11.09 on AI-driven margin gains and profitability milestone - Reaction: Strong growth narrative in travel tech. - **$PAYS (Paysign)** - Shares soared 35.79% to $5.12 on strong Q4 growth and fintech optimism - Reaction: Fintech sector outperforming. - **$WGO (Winnebago Industries)** - Shares fell 6.87% to $32.67 despite earnings beat - Reaction: Profit-taking or margin pressure concerns. - **$REED (Reed’s Inc.)** - Shares dropped 17.69% to $3.63 after mixed Q4 results - Reaction: Negative investor reaction to earnings miss. - **$MLKN (MillerKnoll)** - Shares plunged 15.80% to $16.09 on earnings miss and revenue shortfall - Reaction: Significant bearish sentiment. - **$CTSO (Cytosorbents)** - Shares fell 10.88% to $0.62 following Q4 earnings call - Reaction: Negative sentiment on results or guidance. ## After-Hours Catalysts Earnings and events happening tonight: - **$RBSTF (Robosense Technology Co., Ltd)** - Q4 2025 Earnings Call Transcript - Watch for: Autonomous vehicle sensor growth and AI integration updates. - **$RMGOF (Remgro Limited)** - Q2 2026 Earnings Call Transcript - Watch for: Portfolio performance and outlook amid market volatility. - **$GCTS (GCT Semiconductor Holding, Inc.)** - Q4 2025 Earnings Call Transcript - Watch for: Semiconductor demand trends and supply chain updates. - **$LINC (Lincare Holdings)** - Q4 2025 Earnings Call Prepared Remarks - Watch for: Healthcare services growth and margin trends. - **$NOAH (Noah Holdings Limited)** - Q4 2025 Earnings Call Transcript - Watch for: Wealth management growth and margin outlook. - **$WHD (Waterdrop Inc.)** - Q4 2025 Earnings Call Prepared Remarks - Watch for: Insurance tech growth and AI-driven initiatives. - **$SY (So-Young International Inc.)** - Q4 2025 Earnings Call Transcript - Watch for: Cosmetic surgery market trends and margin pressures. - **$DYAI (Dyadic International)** - Q4 2025 Earnings Call Transcript - Watch for: Biotech revenue trends and R&D updates. - **$EPSN (Epsilon Energy Ltd.)** - Q4 2025 Earnings Call Transcript - Watch for: Energy production and pricing outlook. - **$PGEN (Precigen Inc.)** - Q4 2025 Earnings Call Transcript - Watch for: Biotech revenue surge and pipeline updates. - **$BRZE (Braze, Inc.)** - Q4 2026 Earnings Call Transcript - Watch for: SaaS growth and AI integration progress. - **$ABSI (Absci Corporation)** - Q4 2025 Earnings Call Transcript - Watch for: Pipeline developments and pivot strategy. - **$BZUN (Baozun Inc.)** - Q4 2025 Earnings Call Transcript - Watch for: E-commerce growth and margin outlook. - **$NDLS (Noodles & Company)** - Q4 2025 Earnings Call Transcript - Watch for: Consumer trends and sales momentum. - **$CHWY (Chewy, Inc.)** - Q4 2026 Earnings Call Transcript - Watch for: Margin expansion and customer growth. - **$SRPT (Sarepta Therapeutics, Inc.)** - Preliminary Phase I/II Data Discussion - Watch for: Clinical trial progress and pipeline impact. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **American Tower Corp (AMT)** - Watch for: Market reaction to tenant default and 5G/AI prospects. - **MillerKnoll (MLKN)** - Watch for: Further investor reaction to Q3 earnings miss and strategic updates. - **Chewy (CHWY)** - Watch for: Follow-up on margin expansion and growth strategy. - **PaySign (PAYS)** - Watch for: Continued momentum on fintech growth and earnings outlook. - **Arm Holdings (ARM)** - Watch for: Sales ramp details on new AI server chip and analyst updates. - **Micron Technology (MU)** - Watch for: Market response to AI-related memory demand and valuation pressures. - **Meta Platforms (META)** - Watch for: Impact of social media trial verdict and AI investment plans. - **Alphabet (GOOG, GOOGL)** - Watch for: Legal risk assessment and AI growth outlook. - **Gold (GLD)** - Watch for: Safe-haven demand amid geopolitical developments. - **Oil (USO)** - Watch for: Price movements on ceasefire talks and supply concerns. ## This Week Ahead Other catalysts coming this week: - No additional specific dates mentioned beyond today and tomorrow. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$ARM** - Catalyst: Steep sales ramp forecast for new AI server chip, supported by analyst upgrades and strong market reaction. - Thesis: Arm’s transition into silicon chip production and AI server market positions it for significant revenue growth amid the AI boom, making it a compelling buy ahead of further earnings updates.