Catalyst Calendar - February 05, 2026 (EOD)

 ## Today's Catalyst Results How did scheduled events play out? - **DNO ASA (DTNOY) Q4 2025 Earnings Call** - Result: Earnings missed expectations with a significant revenue shortfall - Market reaction: Shares declined as investors reacted negatively to the disappointing results. - **Envista Q4 2025 Earnings Call** - Result: Strong performance reported with 22% EBITDA growth - Market reaction: Shares rose as investors welcomed the solid growth metrics. - **Qualys Q4 2025 Presentation** - Result: Reported 10% revenue growth driven by the Enterprise TruRisk Platform - Market reaction: Stock rose on positive guidance and growth outlook. - **Paylocity Q2 FY26 Slides** - Result: Continued revenue growth amid expansion into finance and IT - Market reaction: Shares increased due to optimistic performance indicators. - **Affirm Q2 2026 Slides** - Result: Revealed 30% revenue growth; card business surged 159% - Market reaction: Positive response led to a rise in stock price. ## Surprise News Today Unexpected developments that moved markets: - **$AMZN** - Amazon announced a massive $200 billion spending plan focused on AI, raising concerns over its financial management - Reaction: Shares slid 8% as investors reacted to the increased capital expenditure estimates and potential impact on profitability. ## After-Hours Catalysts Earnings and events happening tonight: - **$HII** - Watch for earnings results; analysts are keen on revenue and profit margins amid ongoing defense contracts. - **$PCTY** - Earnings report expected to provide insight into revenue growth trends and future guidance. ## Tomorrow's Calendar Key events scheduled for tomorrow: - **Qualys Q4 2025 Earnings** - Time: TBD - Watch for: Insights into cybersecurity demand and growth strategies. - **Earnings Calls for $PFE, $COTY, $DHR** - Time: TBD - Focus on earnings performance and future outlook amid changing market conditions. ## This Week Ahead Other catalysts coming this week: - **February 6**: Earnings reports from major corporations including **$BA** and **$T** are anticipated, which may further influence market dynamics. ## Highest Conviction Setup Based on today's action and upcoming catalysts: - Stock: **$AMZN** - Catalyst: Massive $200 billion AI spending plan - Thesis: While the spending could pressure margins in the short term, it positions Amazon to capitalize on long-term growth in AI, making it a potential buy on dips.