Market edition, 28 September 2026
Updated 28 September 2026, 16:45 ET
The last index prints put the Dow Jones Industrial Average at 51,481.51, down 0.67%, the Nasdaq Composite at 26,820.38, down 0.92% and the S&P 500 at 7,683.69, down 0.77%, as of 28 September 2026, 20:17 ET. Among sectors, Textile Mill Products led with +3.24% while Educational Services lagged at -1.62%. Analysts filed 50 actions on 28 September 2026, including 1 downgrade and 6 initiations. The earnings calendar for 28 September 2026 lists 19 companies; 16 have reported so far, 3 above the EPS estimate. FundSpec's AI day trading models closed 483 verified winning calls on 28 September 2026, averaging 0.60% per call with a best of 3.76%.
Indices
Live index levels, futures and the full market overview are on Markets.
Sectors
Sector leaders and laggards over the last session, by the average move of their members (as of 25 September 2026):
| Sector | Members | 1 day |
|---|---|---|
| Textile Mill Products | 6 companies | +3.24% |
| Air Transportation | 21 companies | +2.47% |
| Transportation Services | 20 companies | +2.32% |
| Lumber and Wood Products | 9 companies | +1.82% |
| Banks | 314 companies | +1.50% |
| Educational Services | 29 companies | -1.62% |
| Pipelines | 7 companies | -1.24% |
| Agricultural Production, Crops | 11 companies | -1.12% |
| Oil and Gas | 92 companies | -1.12% |
| Food Stores | 11 companies | -1.09% |
Every sector and industry over five horizons: Sector performance.
Analyst actions
The most recent analyst actions across the market:
| Ticker | Company | Firm | Action | Price target |
|---|---|---|---|---|
| BE | Bloom Energy | RBC Capital | Maintains Outperform | $335.00 |
| LFCR | Lifecore Biomedical | William Blair | Downgrades to Market Perform from Outperform | |
| KOD | Kodiak Sciences | LifeSci Capital | Maintains Outperform | $85.00 to $145.00 |
| SPCX | SpaceX | CLSA | Initiates Coverage On Outperform | $250.00 |
| MBAI | MBody AI | Northland Capital Markets | Initiates Coverage On Outperform | $10.00 |
| POR | Portland General Electric | UBS | Maintains Neutral | $53.00 to $50.00 |
| VRTX | Vertex Pharmaceuticals | UBS | Maintains Buy | $585.00 to $615.00 |
| NTES | NetEase | Morgan Stanley | Reiterates Overweight | $163.00 |
| MCD | McDonald's | Melius Research | Maintains Sell | $250.00 to $230.00 |
| OKTA | Okta | Scotiabank | Maintains Sector Outperform | $190.00 to $245.00 |
| COIN | Coinbase Global | Keefe, Bruyette & Woods | Reinstates Outperform | $237.00 |
| LLY | Eli Lilly | JP Morgan | Maintains Overweight | $1,400.00 to $1,500.00 |
| INCY | Incyte | JP Morgan | Maintains Neutral | $120.00 to $123.00 |
| AZO | AutoZone | JP Morgan | Maintains Overweight | $3,850.00 to $3,700.00 |
| KO | Coca-Cola | JP Morgan | Maintains Overweight | $96.00 to $95.00 |
| KOD | Kodiak Sciences | UBS | Maintains Buy | $80.00 to $120.00 |
| ROC | Rank One Computing | Craig-Hallum | Initiates Coverage On Buy | $6.50 |
| PCVX | Vaxcyte | B of A Securities | Maintains Buy | $133.00 to $130.00 |
| MMYT | MakeMyTrip | B of A Securities | Maintains Buy | $71.00 to $60.00 |
| RVMD | Revolution Medicines | Brookline Capital | Initiates Coverage On Buy | $318.00 |
| MIRM | Mirum Pharmaceuticals | HC Wainwright & Co. | Maintains Buy | $140.00 to $195.00 |
| SPCX | SpaceX | Deutsche Bank | Reiterates Buy | $235.00 |
| COST | Costco Wholesale | Deutsche Bank | Maintains Buy | $1,091.00 to $1,079.00 |
| NKE | Nike | Deutsche Bank | Maintains Hold | $45.00 to $37.00 |
| CWH | Camping World Holdings | Roth Capital | Reiterates Buy | $12.00 to $10.00 |
| CPRT | Copart | BNP Paribas | Reiterates Outperform | $40.00 to $43.00 |
| FUL | H.B. Fuller | JP Morgan | Maintains Overweight | $67.00 to $66.00 |
| TDG | TransDigm Group | BMO Capital | Maintains Outperform | $1,525.00 to $1,400.00 |
| HXL | Hexcel | Jefferies | Maintains Hold | $110.00 to $98.00 |
| JBLU | JetBlue Airways | BMO Capital | Maintains Market Perform | $6.75 to $5.25 |
A cluster of actions on one name after a report or a guidance change is the reading that matters; a single reiteration is noise. Read the guide: What analyst ratings and price targets actually tell you.
The full feed with firm histories is in Analyst Ratings.
Earnings
Reports on the calendar, reported results first:
| Ticker | Company | Period | EPS estimate | EPS actual | Surprise | Time |
|---|---|---|---|---|---|---|
| JEF | Jefferies Financial Gr | Q3 2026 | $1.01 | $1.09 | +7.92% | 16:20 |
| IDT | IDT | Q4 2026 | $0.98 | $0.94 | -4.08% | 16:30 |
| MTN | Vail Resorts | Q4 2026 | -$5.31 | -$5.34 | -0.56% | 16:05 |
| BTOC | Armlogi Holding | Q4 2026 | -$0.12 | 07:00 | ||
| KNDI | Kandi Technologies Gr | H1 2026 | $0.10 | 07:00 | ||
| NTWK | NETSOL Technologies | Q4 2026 | $0.32 | 08:00 | ||
| XLAB | Exascale Labs Holdings | FY 2026 | -$8,108.26 | 16:30 | ||
| FKWL | Franklin Wireless | Q4 2026 | -$0.03 | -$0.37 | -1133.33% | 09:31 |
| POCI | Precision Optics Corp | Q4 2026 | -$0.06 | -$0.01 | +83.33% | 16:20 |
| MITQ | Moving iMage Technologies | Q4 2026 | -$0.03 | 08:30 | ||
| TRAK | ReposiTrak | Q4 2026 | $0.09 | $0.11 | +22.22% | 16:05 |
| IVA | Inventiva | H1 2026 | -$0.20 | -$0.29 | -45.00% | 02:00 |
| EONR | EON Resources | Q4 2025 | -$0.04 | -$0.39 | -875.00% | 08:55 |
| GNS | Genius Gr | H1 2026 | -$0.06 | 08:00 | ||
| ADXN | Addex Therapeutics | Q2 2026 | -$2.16 | 01:00 | ||
| PTN | Palatin Techs | Q4 2026 | -$1.11 | 07:30 | ||
| WALD | Waldencast | H1 2026 | -$0.13 | 16:35 | ||
| SANG | Sangoma Technologies | Q4 2026 | -$0.07 | 17:00 | ||
| NAII | Natural Alternatives Intl | Q4 2026 | 16:30 |
Confirmed dates, estimates and alerts: Earnings.
AI model calls
Verified winning calls closed by the models on 28 September 2026, in ET:
| Stock | Model | Direction | Window | Entry | Exit | Gain |
|---|---|---|---|---|---|---|
| DIS | DIS model | Bullish | 15:45 to 16:00 | $104.87 | $105.69 | +0.78% |
| BLK | BLK model | Bullish | 15:56 to 16:00 | $1,066.78 | $1,070.92 | +0.39% |
| CAR | CAR model | Bullish | 15:57 to 16:00 | $104.64 | $104.99 | +0.33% |
| BA | BA model | Bearish | 15:47 to 16:00 | $186.18 | $184.36 | +0.98% |
| LULU | LULU model | Bearish | 15:50 to 16:00 | $101.49 | $100.59 | +0.88% |
| COIN | COIN model | Bearish | 15:37 to 16:00 | $192.66 | $191.63 | +0.53% |
| PYPL | PYPL model | Bullish | 15:49 to 16:00 | $54.13 | $54.30 | +0.30% |
| UPS | UPS model | Bullish | 15:25 to 15:59 | $93.84 | $94.36 | +0.55% |
| SNOW | SNOW model | Bullish | 15:57 to 15:58 | $327.64 | $328.85 | +0.37% |
| CMG | CMG model | Bearish | 15:54 to 15:58 | $31.91 | $31.77 | +0.44% |
| CVNA | CVNA model | Bullish | 15:53 to 15:58 | $60.25 | $60.52 | +0.46% |
| UNH | UNH model | Bullish | 15:50 to 15:57 | $376.03 | $377.68 | +0.44% |
| META | META model | Bearish | 10:03 to 15:57 | $725.50 | $713.63 | +1.64% |
| QCOM | QCOM model | Bullish | 15:54 to 15:56 | $187.13 | $187.73 | +0.32% |
| CEG | CEG model | Bearish | 15:51 to 15:56 | $260.73 | $259.87 | +0.33% |
| QBTS | QBTS model | Bearish | 12:24 to 15:56 | $17.42 | $16.77 | +3.76% |
| CRWV | CRWV model | Bullish | 15:53 to 15:55 | $85.41 | $85.70 | +0.35% |
| DOW | DOW model | Bearish | 15:39 to 15:53 | $28.01 | $27.84 | +0.59% |
| PFE | PFE model | Bearish | 15:38 to 15:52 | $28.86 | $28.77 | +0.31% |
| USAR | USAR model | Bearish | 15:48 to 15:52 | $14.47 | $14.43 | +0.35% |
| GME | GME model | Bullish | 15:42 to 15:52 | $23.88 | $24.08 | +0.84% |
| CMG | CMG model | Bearish | 15:44 to 15:52 | $32.18 | $31.93 | +0.79% |
| SBUX | SBUX model | Bearish | 15:45 to 15:51 | $95.50 | $95.19 | +0.33% |
| GM | GM model | Bearish | 15:26 to 15:50 | $80.98 | $80.65 | +0.41% |
| FCX | FCX model | Bearish | 15:33 to 15:50 | $72.42 | $72.07 | +0.49% |
A verified call is one whose entry and exit FundSpec recorded against the tape. The models publish their wins as a record; losing sessions exist and intraday risk is real. Read the guide: Day trading signals: what an intraday call is and is not.
All models and their scoreboard: AI day trading models.
This edition is assembled from FundSpec's data during the session and kept as a dated page, so the archive reads as a day-by-day record of the market. The time above is the last change.