North American Morning Briefing: Stock Futures Up But Nvidia Slides Premarket on Huang Probe -2-

Constellation Software 3Q EPS $10.01; 3Q Net $212M; 3Q Rev $3.51B; 3Q Net Income $212M; 3Q Revenue $3.51B; FactSet Est. $3.5B; 3Q EPS $10.01; FactSet Est. $15.17; 3Q Operating Cash Flow $717M; 3Q Free Cash Flow $443M; 3Q EPS Misses Estimates

Greenfire Resources 3Q Adjusted Funds Flow CAD 49.2M; Reports 3Q Adjusted Funds Flow of CAD 49.2 Million

Liberty Gold Reports 3Q Loss/Shr of $0.02

Medicus Pharma 3Q Loss/Shr $11.64

Pollard Banknote 3Q EPS CAD 0.30; FactSet Est. CAD 0.52 (1 Est.); 3Q Adj EBITDA CAD 28.3M; 3Q Gross Profit CAD 24.3M; 3Q Operating Income CAD 14.9M; 3Q Pretax Profit CAD 11.8M; 3Q Sales CAD 158.9M; FactSet Est. CAD 168.1M; 3Q Net Income CAD 8.1M; 3Q Sales Miss Estimates; 3Q EPS C0.30; 3QRevC158.9M

Strathcona Resources: Greenfire Shareholders May Elect to Receive 0.25 Strathcona Share or C$11.00 in Cash for Each Greenfire Share; Waterous Energy Fund Has Signed a Support Agreement in Favor of the Transaction; Waterous Energy Fund Holds 72% of Greenfire's Outstanding Shares, 57% of Strathcona's Outstanding Shares; Waterous Energy Fund Elects to Receive Shares for Its Greenfire Shares; Expect to Issue Between Approximately 43M and 60M Shares to Greenfire Shareholders; Expect to Pay Cash Consideration of Up to Approximately C$740M; Inclusive of Greenfire's Net Debt Outstanding as of Sept. 30, Total Transaction Value Approximately C$2.7B to C$2.9B; Expect Existing Greenfire Leadership Team to Continue to Lead Day-to-Day Operations of Greenfire's Assets Within a New Strathcona Business Unit

Taiga Building 3Q EPS C0.12;3QSalesC433M

Expected Major Events for Monday 00:01/UK: Oct KPMG and REC UK Report on Jobs

05:00/JPN: Sep Indexes of Business Conditions - Preliminary Release

07:00/GER: Sep Foreign Trade

15:00/US: Sep Monthly Wholesale Trade

15:00/US: Oct Employment Trends Index

23:30/JPN: Sep Household Spending

23:50/JPN: Oct Provisional Trade Statistics for 1st 20 days of Month

23:50/JPN: Oct Bank Lending

23:50/JPN: Sep Balance of Payments

23:50/JPN: Oct International Transactions in Securities

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Expected Earnings for Monday Affiliated Managers Group Inc (AMG) is expected to report $7.24 for 3Q.

Barrick Mining Corp (ABX.T,B) is expected to report for 3Q.

Beasley Broadcast Group Inc (BBGI) is expected to report for 3Q.

CEVA Inc (CEVA) is expected to report $0.00 for 3Q.

Ceco Environmental Corp (CECO) is expected to report $0.41 for 3Q.

Claritev Corp (CTEV) is expected to report for 3Q.

Constellation Energy Corp (CEG) is expected to report $3.85 for 3Q.

Delcath Systems Inc (DCTH) is expected to report $-0.09 for 3Q.

EVgo Inc (EVGO) is expected to report $-0.11 for 3Q.

Editas Medicine Inc (EDIT) is expected to report $-0.18 for 3Q.

GCM Grosvenor Inc (GCMG) is expected to report $0.19 for 3Q.

Hain Celestial Group Inc (HAIN) is expected to report $-0.10 for 1Q.

Heron Therapeutics Inc (HRTX) is expected to report $-0.03 for 3Q.

Immunovant Inc (IMVT) is expected to report $-0.74 for 2Q.

Ionis Pharmaceuticals Inc (IONS) is expected to report $-1.22 for 3Q.

KKR & Co Inc (KKR) is expected to report $1.64 for 3Q.

Kodiak Gas Services Inc (KGS) is expected to report $0.62 for 3Q.

Lincoln Educational Services Corp (LINC) is expected to report $0.13 for 3Q.

Motorcar Parts of America Inc (MPAA) is expected to report $0.31 for 2Q.

NRG Energy Inc (NRG) is expected to report $3.38 for 3Q.

OPAL Fuels Inc (OPAL) is expected to report $0.00 for 3Q.

PowerFleet Inc (AIOT) is expected to report $-0.02 for 2Q.

Praxis Precision Medicines Inc (PRAX) is expected to report $-3.52 for 3Q.

Quanterix Corp (QTRX) is expected to report $-0.48 for 3Q.

RB Global Inc (RBA,RBA.T) is expected to report $0.68 for 3Q.

Select Water Solutions Inc (WTTR) is expected to report $0.18 for 3Q.

Somnigroup International Inc (SGI) is expected to report $1.01 for 3Q.

Sonoma Pharmaceuticals Inc (SNOA) is expected to report for 2Q.

Superior Group of Cos Inc (SGC) is expected to report $0.17 for 3Q.

Surgery Partners Inc (SGRY) is expected to report $-0.05 for 3Q.

TG Therapeutics Inc (TGTX) is expected to report $0.37 for 3Q.

Target Hospitality Corp (TH) is expected to report $0.01 for 3Q.

Telos Corp (TLS) is expected to report $0.00 for 3Q.

Turning Point Brands Inc (TPB) is expected to report $0.20 for 3Q.

Uniti Group Inc (UNIT) is expected to report for 3Q.

Village Farms International Inc (VFF,VFF-T) is expected to report for 3Q.

Virtus Investment Partners Inc (VRTS) is expected to report $2.08 for 3Q.

Vivid Seats Inc (SEAT) is expected to report for 3Q.

WhiteHorse Finance Inc (WHF) is expected to report $0.25 for 3Q.

loanDepot Inc (LDI) is expected to report $0.02 for 3Q.

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ANALYST RATINGS ACTIONS American Homes 4 Rent Raised to Neutral From Underperform by Zelman & Assoc

American States Water Raised to Buy From Hold by Freedom Broker

American Water Works Cut to Neutral From Buy by UBS

Amgen Cut to Hold From Buy by Freedom Broker ARS Pharmaceuticals Cut to Outperform From Strong Buy by Raymond James

Becton Dickinson Raised to Overweight From Equal-Weight by Wells Fargo

BJ's Wholesale Club Cut to Neutral From Buy by Citigroup

Blink Charging Cut to Hold From Buy by StoneX

Brookfield Business Cut to Sector Perform From Outperform by RBC Capital

Centrus Energy Raised to Buy From Neutral by Roth Capital

Cloudflare Raised to Outperform From Peer Perform by Wolfe Research

Cogent Communications Cut to Sector Weight From Overweight by Keybanc

CVRx Cut to Hold From Buy by Canaccord Genuity

CVRx Cut to Market Perform From Outperform by William Blair

Essential Utilities Cut to Neutral From Buy by UBS

EverCommerce Cut to Hold From Buy by Deutsche Bank

Fidelity National Cut to Hold From Buy by Argus Research

Five9 Cut to In-Line From Outperform by Evercore ISI Group

Gartner Cut to Underweight From Equal-Weight by Barclays

Globus Medical Cut to Market Perform From Outperform by BMO Capital

Halozyme Therapeutics Cut to Market Perform From Outperform by Leerink Partners

Helios Technologies Cut to Neutral From Outperform by Baird

HMH Holding Cut to Neutral From Overweight by JP Morgan

iRhythm Holdings Cut to Neutral From Buy by Citigroup

Kura Sushi USA Cut to Market Perform From Outperform by William Blair

MGE Energy Raised to Buy From Hold by Freedom Broker

Molson Coors Beverage Cut to Underweight From Equal-Weight by Wells Fargo

NerdWallet Cut to Market Perform From Outperform by William Blair

SiTime Raised to Buy From Neutral by Seaport Global

Steven Madden Raised to Hold From Underperform by Jefferies

Strategic Education Cut to Market Perform From Outperform by Barrington Research

Strategic Education Cut to Market Perform From Outperform by BMO Capital

Turtle Beach Cut to Neutral From Buy by B. Riley Securities

USA TODAY Raised to Buy From Neutral by Citigroup

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

November 09, 2026 06:14 ET (11:14 GMT)

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