shelf registration S-3ASR (Document: S-3ASR; Filing date (US time): 26.10). form 424B5 (Document: 424B5; Filing date (US time): 26.10). form 424B5 (Document: 424B5; Filing date (US time): 26.10). FWP offering materials (Document: FWP; Filing date (US time): 26.10).

8-K: 8.01 other events (Document: 8-K 8.01; Filing date (US time): 26.10; Content 8-K 8.01 (other event): quote (EN): „On October 24, 2026, Space Exploration Technologies Corp. (the “Company”) entered into a binding commitment letter to enter into a master finance lease with an entity managed by Apollo Global Management, Inc. (such entity, the “Lessor”), pursuant to which the Lessor will acquire and lease to the Company certain…”; Source (SEC): https://www.sec.gov/Archives/edgar/data/1181412/000110465926118614/0001104659-26-118614-index.htm).

Marvell Technology (MRVL) filed a report on the entry into a material agreement.

Workday (WDAY) filed a report on the entry into a material agreement and a report on a financial obligation.

Insiders on 23.10 sold shares for 8.8 million USD, including 4.8 million USD from 10b5-1 plans; market purchases were 0. The largest sale was reported by CrowdStrike (CRWD) insiders: 4.8 million USD.

George Kurtz, President and CEO of CrowdStrike (CRWD), sold 20,000 shares valued at 4.8 million USD under a 10b5-1 plan.

Western Digital (WDC) revenues increased in the first quarter of fiscal year 2027 by 55.5% y/y to 4.38 billion USD, and earnings per share (GAAP) increased by 50.8% y/y to 4.63 USD.

Quarterly results

Adjusted earnings per share was 4.64 USD, representing a 160.7% y/y increase compared to 1.78 USD a year earlier.

Company guidance

In the second quarter of 2027, the company expects revenues in the range of 5.00 billion USD – 5.20 billion USD (an increase of 66.0% – 72.0%) and adjusted earnings per share at the level of 5.60–6.00 USD.

Meta Platforms (META) filed quarterly results.

Space Exploration Technologies (SPCX) filed quarterly results.

Tesla (TSLA) filed quarterly results.

Insiders sold shares for 1.3 million USD, including 1.3 million USD from 10b5-1 plans; market purchases were 0. The largest sale was reported by Apple (AAPL) insiders: 0.8 million USD. The second largest sale was reported by Western Digital (WDC) insiders: 0.3 million USD.

Jennifer Newstead, Senior Vice President and General Counsel and Government Affairs of Apple (AAPL), sold 2,399 shares valued at 0.8 million USD under a 10b5-1 plan.

Roper Technologies (ROP) revenues grew by 7.7% y/y in the third quarter to 2.17 billion USD, and earnings per share (reported) grew by 32.6% y/y to 4.88 USD.

Quarterly results

Earnings per share (reported, basic) was 4.90 USD (32.4% y/y) compared to 3.70 USD a year earlier.

Company guidance

The company expects earnings per share (adjusted) in Q4 2026 to be at the level of 5.95–6.00 USD and in FY 2026 in the range of 22.35–22.40 USD.

Honeywell International (HON) revenues in Q3 were 4.99 billion USD (+1.3% y/y).

Quarterly results

Operating margin was at 14.8% (6.4 pp y/y).

Company guidance

The company expects revenues (FY 2026) in the range of 20.00 billion USD – 20.10 billion USD, while in Q4 2026 it forecasts organic revenue growth at a level of 5.0% – 6.0%.

What management says

Management expressed high confidence regarding further improvement in sales and margin in the industrial automation segment due to the rapid improvement of this business’s fundamentals. According to management, project activity in the area of process automation and technology remains very strong and diversified. Management emphasized that acquisitions represent an option for the company, and a key direction for development would be expanding the offering in the field of measurements and sensors. According to management, maintaining price increases requires ensuring good customer service and the continuous introduction of new products. Management indicated that the projected slowdown in organic growth at the end of the year results from caution, while short-cycle orders are very strong. Management also emphasized the implementation of artificial intelligence, stating that all teams have already been trained or are currently undergoing training.

Texas Instruments (TXN) revenue in the third quarter was 6.05 billion USD (+27.7% y/y), and earnings per share (reported) increased by 77.0% y/y to 2.62 USD.

Quarterly results

The company’s operating income reached 2.87 billion USD (+72.8% y/y).

Company guidance

In the fourth quarter, the company expects revenue in the range of 5.80 billion USD – 6.30 billion USD and earnings per share at the level of 2.45 USD – 2.79 USD.

Tesla (TSLA) revenue in the third quarter was 28.05 billion USD (−0.2% y/y), while earnings per share (GAAP) fell by 43.6% y/y to a level of 0.22 USD.

Quarterly results

Earnings per share (adjusted) was 0.48 USD (−4.0% y/y) compared to 0.50 USD a year earlier.

What management says

Management indicated that the impact of Robotaxi on results will not be visible in the current period, and the significance of this segment is likely to become noticeable in the second quarter of next year and in the third or fourth quarter. According to management, the first customer cars may join the Robotaxi fleet roughly in the second quarter of next year.

Lam Research (LRCX) revenue in the first quarter of fiscal year 2027 was 8.22 billion USD (+54.4% y/y), and earnings per share (adjusted) reached 2.20 USD (+74.6% y/y).

Quarterly results

Earnings per share (GAAP) was 2.19 USD (+76.6% y/y), while earnings per share (GAAP, basic) was at 2.20 USD (+77.4% y/y).

Management commentary

According to management, China’s share of revenue in the December quarter will be significantly lower, mainly due to Chinese domestic customers. Management also noted that there is no one-time revenue in the December quarter, and equipment that does not ship in December will be shipped in the March quarter.

Meta Platforms (META) revenue in the third quarter was 64.60 billion USD (+26.1% y/y), and net income increased by 264.0% y/y to a level of 9.86 billion USD.

Quarterly results

Earnings per share (GAAP) reached 3.83 USD (+264.8% y/y), while earnings per share (GAAP, diluted) was 3.86 USD (+257.4% y/y).

Company guidance

In the fourth quarter, the company expects revenue in the range of 73.00 billion USD – 76.00 billion USD, and estimates capital expenditures at 135.00 billion USD – 145.00 billion USD or 130.00 billion USD – 145.00 billion USD.

Microsoft (MSFT) filed a proxy statement.

Insiders sold shares for 6.3 million USD, including 6.3 million USD from 10b5-1 plans; market purchases amounted to 50 thousand USD. The largest sale was reported by CrowdStrike (CRWD) insiders: 4.6 million USD.

George Kurtz, President and CEO of CrowdStrike (CRWD), sold 20,000 shares valued at 4.6 million USD under a 10b5-1 plan.

Javier Olivan, COO of Meta Platforms (META), sold 1,575 shares valued at 1.1 million USD under a 10b5-1 plan.

Intuitive Surgical (ISRG) revenue in Q3 was 3.05 billion USD (+21.7% y/y), while earnings per share (GAAP) fell to 1.49 USD (−23.6% y/y).

Quarterly results

Earnings per share (GAAP, basic) stood at 1.50 USD (−24.2% y/y), while earnings per share (adjusted) increased to 3.00 USD (25.0% y/y). The company’s operating income was 592.60 million USD (−22.0% y/y).

What management says

According to management, a new reusable instruments program will be introduced in the USA at the end of Q1 next year, and in Europe in the second half of next year, which will bring the full effect by the end of next year. Management indicated that the impact of these changes on the gross margin will be minimal, as it will be offset by cost reductions next year.

Vertex Pharmaceuticals (VRTX) filed a report of changes in management or board of directors.

Insiders sold shares for 26.1 million USD, including 26.1 million USD from 10b5-1 plans; market purchases amounted to 25 thousand USD. The largest sale was reported by Micron Technology (MU) insiders: 25.7 million USD.

The President, Chief Technology Officer, and Chief Operating Officer of Micron Technology (MU) sold 28,545 shares valued at 25.7 million USD under a 10b5-1 plan.

Tesla (TSLA) filed a proxy statement for the annual meeting.

Insiders on 19.10 sold shares for 24.3 million USD, including 23.7 million USD from 10b5-1 plans; market purchases were 0. The largest sale was reported by Advanced Micro Devices (AMD) insiders: 9.3 million USD. The largest sale was reported by CrowdStrike (CRWD) insiders: 7.0 million USD.

The Executive Vice President and General Manager of DSG at Advanced Micro Devices (AMD) sold 17 262 shares valued at 9.3 million USD under a 10b5-1 plan.

Copart (CPRT) filed a report of acquisition or disposition of assets and a report of disclosure of material information.

Costco Wholesale (COST) filed a report of changes in management or board.

Copart (CPRT) filed a report of changes in management or board.

Insiders on 16.10 sold shares for 32.0 million USD, including 31.1 million USD from 10b5-1 plans; market purchases amounted to 50 thousand USD. The largest sale was reported by Moderna (MRNA) insiders: 17.0 million USD.

Insiders on 15.10 sold shares worth 15.1 million USD, including 15.1 million USD from 10b5-1 plans; market purchases amounted to 0. The largest sale was reported by Micron Technology (MU) insiders: 5.9 million USD.

Micron Technology (MU) insiders surrendered shares for taxes valued at 164.4 million USD.

CrowdStrike (CRWD) insiders sold shares worth 5.2 million USD under 10b5-1 plans.

Regeneron Pharmaceuticals (REGN) insiders sold shares worth 3.2 million USD under 10b5-1 plans.

Fastenal (FAST) revenue in the third quarter was 2.46 billion USD (+15.5% y/y), and earnings per share (reported) increased to 0.35 USD (+20.7% y/y).

Quarterly results

Operating income reached the level of 530.80 million USD (+20.2% y/y), while net income was 401.60 million USD (+19.7% y/y). Earnings per share (reported, basic) was at the level of 0.35 USD (+20.7% y/y).

Management commentary

Management emphasized that the recorded growth is significantly above historical trends. According to management, success in any market environment should translate into double-digit revenue improvement every year.

ASML’s revenue increased in the third quarter to 11.66 billion EUR (+55.2% y/y), and net profit reached 4.96 billion EUR (+133.5% y/y).

Quarterly results

Gross margin was 57.5% (5.9 pp y/y), and operating profit reached 5.17 billion EUR (+109.6% y/y). Earnings per share (reported) was 12.93 EUR (+135.9% y/y), while earnings per share (reported, basic) was 12.95 EUR (+135.9% y/y).

Company guidance

The company expects fourth quarter revenue in the range of 14.20 billion EUR – 15.20 billion EUR with a gross margin of 57.0%. For the full year 2026, projected revenue is 44.00 billion EUR – 45.00 billion EUR, and gross margin is expected to be 56.0%.

Insiders sold shares for 13.8 million USD, including 12.7 million USD from 10b5-1 plans; market purchases were 0.

CoreWeave (CRWV) insiders sold shares for 4.7 million USD.

Microsoft (MSFT) insiders sold shares for 4.0 million USD.

Workday (WDAY) insiders sold shares for 18.7 million USD.

CrowdStrike (CRWD) insiders sold shares for 8.0 million USD.

Insiders conducted stock transactions on 13.10 with a total sale value of 33.3 million USD, including 32.8 million USD from 10b5-1 plans, with no market purchases.

REGN: Sanofi agreement includes 4 new antibodies, $1.0 billion upfront payment, up to $7.0 billion for milestones and profit sharing.

CPRT: subsidiary Copart’s offer for all ACV Auctions shares was made on 17.09.2026.

WDAY: entered into a new credit agreement.

CSCO: Girish D. Rishi was appointed as a new member of the board of directors.

CSX: COO Mike Cory is retiring.

Insiders 1.10–9.10: sales totaled $420.7 million, including $390.4 million from 10b5-1 plans, market purchases were 0.

PepsiCo (PEP) revenues in the third quarter were 25.27 billion USD (+5.6% y/y), and earnings per share (GAAP) increased by 17.4% y/y to a level of 2.23 USD.

Quarterly results

Adjusted earnings per share were 2.34 USD (+2.2% y/y), while revenues in the PFNA segment reached 6.50 billion USD.

Management commentary

According to management, expiring commodity price hedges will cause an increase in costs, which will be partially visible in the next quarter. Management noted that they are not satisfied with results in North America and are considering a revision of the business model and distribution. According to management, the company intends to limit non-growth related expenses to redirect funds toward growth-driving brands, which is expected to bring improvement in subsequent quarters and next year.

F-Log is my journal of facts regarding companies from the Nasdaq-100 index. Each quarterly report of a specific company receives a separate entry, while insider transactions and other significant filings go into a collective log.

Data comes exclusively from official company documents, such as filings with the US SEC and investor relations materials. This information is collected and verified by my module operating on a separate server, which aggregates data from official sources.