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- Why Equifax Stock Popped After Earnings
Equifax (NYSE:EFX) shares rose 11.5% by 11:25 a.m. ET on Tuesday after the company reported Q3 results above expectations: adjusted EPS of $2.26 versus analysts' forecast of $2.20, with sales in line with the $1.69 billion estimate. Revenue grew 10% in the quarter, led by a 15% rise in U.S. mortgage revenue and a 20% jump in talent solutions (employee background checks); net income climbed 32% and GAAP EPS rose 39% to $1.79. However, Equifax cut its full-year revenue guidance because high interest rates are dampening mortgage demand; the midpoint projects about $6.66 billion in revenue (9.6% growth) and adjusted EPS of about $8.50. Year-to-date free cash flow reached $763 million, about 33% above net income. The author views the roughly 21.5x current-year earnings valuation as somewhat expensive against projected 12% long-term earnings growth and says they won't chase the rally.
- Why Equifax Stock Popped After Earnings
Equifax shares jumped 11.5% by 11:25 a.m. ET Tuesday after the company beat earnings expectations, reporting adjusted EPS of $2.26 versus the $2.20 analysts forecast, with sales of $1.69 billion meeting expectations. Third-quarter revenue rose 10%, led by a 15% gain in U.S. mortgage and a 20% jump in talent solutions, while net income surged 32% and GAAP EPS climbed 39% to $1.79. However, high interest rates are dampening mortgage demand, prompting Equifax to cut its full-year revenue guidance to a midpoint of about $6.66 billion, still 9.6% growth, with adjusted EPS expected around $8.50. Free cash flow so far this year totals $763 million, about 33% above reported net income.
- Equifax Stock Rises 7 . 4 % After Credit Bureau Posts 10 % Revenue Growth Despite Tough US Mortgage Market
Equifax shares rose more than 7% on Tuesday to $170.29 after the credit reporting company posted third-quarter revenue of $1.693 billion, up 10% year over year and within its $1.68 billion to $1.71 billion guidance range. Mortgage revenue grew 15% despite a much weaker mortgage market in the latter half of the quarter as rates rose, and the company expects that weakness to continue through the rest of 2026. U.S. Information Solutions revenue grew 13%, international revenue grew 9%, and Workforce Solutions grew 7%. Equifax returned $158 million to shareholders and expects to complete its acquisition of Mexican credit bureau Círculo de Crédito in the fourth quarter. The stock remains down about 31% over the past year.
- CRH analysts play catch - up as Wall Street braces for rare earnings miss – The Irish Times
CRH shares rose more than 40% from the start of CEO Jim Mintern's tenure to an all-time high of $131.55 in early January, but have since slumped 40% to a low of $78.60 on Wednesday on the NYSE. Analysts have cut forecasts as the Middle East crisis drove up fuel costs, energy costs rose more than 17% in the second quarter, and higher mortgage rates weighed on US house building. Truist's Keith Hughes now sees EBITDA at $7.87 billion and Goodbody's Shane Carberry at $7.99 billion, both below CRH's own guidance of $8.1 to $8.5 billion. Most analysts still expect CRH to reach the lower end of that guidance, possibly helped by acquisitions, ahead of results due on October 29.
- WaFd ( WAFD ) Q4 2026 Earnings Call Transcript
WaFd reported net income of $241.2 million for the fiscal year ended September 30, 2026, its second-highest annual result. In the fourth quarter it sold $543 million of single-family loans and reclassified $429 million of multifamily loans as held for sale, with non-interest income of $38.1 million including a $16.4 million gain on the single-family sale. Net interest margin was 2.81% and the CET1 ratio stood at 11.4%, while deposits rose $389 million. Non-performing assets fell to $86 million, or 0.32% of total assets. Management expects the EverBank merger to close in the first calendar quarter of 2027, pending regulatory and shareholder approvals.
- Valmont Industries, Inc. Q3 2026 Earnings Call Summary
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The U.S. housing market weakened further in September even as price pressures persisted, complicating the Federal Reserve's decisions on whether to raise interest rates. The 30-year mortgage rate was above 7% for most of September and ended the month around 7.6%, and could rise further if the Fed hikes short-term rates as expected. The National Association of Realtors' pending sales index fell 7.3% for the month and was 11.3% lower than a year earlier, an all-time low in records dating to 2001. Privately owned housing starts dropped 5.2% on a seasonally adjusted annualized basis, far worse than the expected 0.4% decline, while Goldman Sachs expects affordability pressures to dominate the housing market in 2027.
- Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. X-Energy
This article compares next-generation nuclear developers Oklo (OKLO) and X-Energy (XE) after their recent sell-offs. Oklo develops Aurora microreactors rated at 15 MWe to 75 MWe and expects to start deploying its first commercial reactors in 2027, with revenue projected to rise from less than $3 million in 2026 to $51 million in 2028. X-Energy sells Xe-100 small modular reactors, plans its first deployments in the early 2030s, and is projected to grow revenue from $212 million to $1.2 billion over 2026–2028. The author notes Oklo's $5.1 billion market cap equals 100 times its 2028 sales, versus 2.5 times for X-Energy's $3.0 billion market cap, and suggests X-Energy appears undervalued relative to its growth potential.
- Trump's FTC Subpoenas OpenAI and Anthropic. Inside the $500 Billion Threat Faced by Microsoft, Amazon, and Google
The U.S. Federal Trade Commission sent civil subpoenas to OpenAI and Anthropic on Oct. 15 as part of a consumer-protection probe, according to Axios. The demands seek documents on security incidents, safeguarding practices, marketing materials and privacy policies, and the FTC reportedly plans to have top AI executives testify. The combined stakes held by Microsoft, Amazon and Alphabet in the two labs total about $554 billion at recent valuations. The article argues the bigger financial risk lies in how the investigation could affect the price the labs fetch when they go public.
- Bitcoin's Next Move: Here's What to Watch
Bitcoin trades just below $83,000, above its 50-day EMA ($80,702.8) and 200-day EMA ($76,123.1), after total crypto market capitalization rose nearly 2% to $2.8 trillion on Tuesday. The RSI at 53.34 indicates neutral momentum with a slightly positive tilt. The nearest resistance is $87,371, which Bitcoin would need to close above on the daily chart to confirm a new upward move, while support sits at $80,433 and $76,140. The backdrop remains tense, with Brent crude near $110 a barrel amid attacks on tankers in the Strait of Hormuz and the Federal Reserve set to meet on Oct. 27–28.
- Strive closes $630M SATS IPO, leaves Bitcoin allocation unspecified
Strive, a Bitcoin treasury company led by chairman and CEO Matt Cole, closed its upsized IPO of SATS preferred stock on Oct. 20, raising $630 million gross by selling 7 million shares at $90 each. The company has not specified how much of the estimated $608.15 million in net proceeds will go to Bitcoin, though its SEC filing lists Bitcoin purchases among several possible uses. At an illustrative price of $82,500, full allocation would buy about 7,372 BTC, lifting holdings from 36,818 BTC to roughly 44,190 BTC, which would exceed Metaplanet's reported 44,000 BTC. SATS carry a 15% annual cumulative dividend on a $100 stated amount, payable when declared, with the first payments scheduled from Nov. 9.
- When Interest Rates Move, These 7 Income Stocks React Very Differently
The 10-year Treasury yield is now over 5%, near its highest level in a quarter century, up from about 4% before the war with Iran began. Mortgage REITs AGNC (yield near 17%) and Annaly (over 16%) are among the most rate-sensitive because they borrow short-term to fund long-term investments, and both shares have fallen sharply. Coca-Cola (about 2.3%) is far less sensitive, with mostly long-term fixed-rate debt and pricing power, and its shares have risen more than 30% this year. Energy Transfer (about 6.7%) and Enterprise Products Partners (about 6.1%) have mixed sensitivity, partly offset by higher oil and gas prices. Realty Income (5.9%) and VICI Properties (about 7.9%) are less rate-sensitive than mortgage REITs, and Realty Income mitigates its impact through private capital partnerships.
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