Market edition, 29 September 2026
Updated 29 September 2026, 21:21 ET
The last index prints put the Dow Jones Industrial Average at 51,349.92, down 0.26%, the Nasdaq Composite at 26,797.54, down 0.09% and the S&P 500 at 7,670.84, down 0.17%, as of 29 September 2026, 20:38 ET. Among sectors, Food Stores led with +1.34% while Consumer and Specialty Finance lagged at -2.89%. Analysts filed 50 actions on 29 September 2026, including 1 upgrade, 3 downgrades and 17 initiations. The earnings calendar for 29 September 2026 lists 13 companies; 12 have reported so far, 3 above the EPS estimate. FundSpec's AI day trading models closed 453 verified winning calls on 29 September 2026, averaging 0.57% per call with a best of 5.94%.
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 28 September 2026):
| Sector | Members | 1 day |
|---|---|---|
| Food Stores | 11 companies | +1.34% |
| Tobacco Products | 6 companies | +1.22% |
| Hotels and Lodging | 29 companies | +1.19% |
| Trucking and Warehousing | 15 companies | +0.83% |
| Misc Manufacturing | 19 companies | +0.75% |
| Consumer and Specialty Finance | 84 companies | -2.89% |
| Metal Mining | 85 companies | -2.86% |
| Transportation Equipment | 102 companies | -2.81% |
| Motion Pictures | 10 companies | -2.50% |
| Heavy Construction | 13 companies | -1.93% |
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 |
|---|---|---|---|---|
| SANG | Sangoma Technologies | TD Securities | Downgrades to Sell from Buy | $8.00 to $7.35 |
| AIR | AAR | Jefferies | Maintains Buy | $155.00 to $160.00 |
| ESEA | Euroseas | Freedom Broker | Initiates Coverage On Buy | $93.00 |
| INSE | Inspired Entertainment | BWS Financial | Downgrades to Neutral from Buy | |
| VALE | Vale | UBS | Maintains Neutral | $16.50 to $15.00 |
| PRM | Perimeter Solutions | UBS | Maintains Buy | $42.00 to $38.00 |
| PAGS | PagSeguro Digital | UBS | Maintains Buy | $12.50 to $11.00 |
| NESR | National Energy Services | UBS | Maintains Buy | $47.00 to $46.00 |
| NBIX | Neurocrine Biosciences | UBS | Maintains Buy | $231.00 to $214.00 |
| XEL | Xcel Energy | Scotiabank | Initiates Coverage On Sector Outperform | $77.00 |
| UGI | UGI | Scotiabank | Initiates Coverage On Sector Outperform | $46.00 |
| SWX | Southwest Gas Hldgs | Scotiabank | Initiates Coverage On Sector Outperform | $95.00 |
| SRE | Sempra | Scotiabank | Initiates Coverage On Sector Perform | $83.00 |
| SR | Spire | Scotiabank | Initiates Coverage On Sector Perform | $79.00 |
| PUMP | ProPetro Holding | Scotiabank | Initiates Coverage On Sector Perform | $12.00 |
| PPL | PPL | Scotiabank | Initiates Coverage On Sector Outperform | $36.00 |
| PNW | Pinnacle West Capital | Scotiabank | Initiates Coverage On Sector Outperform | $104.00 |
| OGS | ONE Gas | Scotiabank | Initiates Coverage On Sector Outperform | $86.00 |
| OGE | OGE Energy | Scotiabank | Initiates Coverage On Sector Outperform | $49.00 |
| NI | NiSource | Scotiabank | Initiates Coverage On Sector Perform | $43.00 |
| LBRT | Liberty Energy | Scotiabank | Initiates Coverage On Sector Perform | $19.00 |
| AESI | Atlas Energy Solutions | Scotiabank | Initiates Coverage On Sector Outperform | |
| AEE | Ameren | Scotiabank | Initiates Coverage On Sector Perform | $104.00 |
| VIPS | Vipshop Holdings | Citigroup | Maintains Neutral | $15.30 to $13.00 |
| ENPH | Enphase Energy | Citigroup | Maintains Neutral | $40.00 to $37.00 |
| ZYME | Zymeworks | Citigroup | Maintains Buy | $38.00 to $39.00 |
| MIRM | Mirum Pharmaceuticals | Citigroup | Maintains Buy | $145.00 to $160.00 |
| XP | XP | Citigroup | Maintains Buy | $23.00 to $25.00 |
| SMMT | Summit Therapeutics | Citigroup | Maintains Buy | $40.00 to $43.00 |
| NXRT | NexPoint Residential Tr | Truist Securities | Maintains Hold | $26.00 to $18.00 |
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 |
|---|---|---|---|---|---|---|
| CCL | Carnival | Q3 2026 | $1.35 | $1.43 | +5.93% | 09:15 |
| KMX | CarMax | Q2 2027 | $0.70 | $1.16 | +65.71% | 05:57 |
| CNXC | Concentrix | Q3 2026 | $2.73 | $2.92 | +6.96% | 16:00 |
| YDDL | One and one Green Techs | H1 2026 | $0.08 | 08:00 | ||
| IH | iHuman | Q2 2026 | -$0.05 | 05:56 | ||
| TAOP | Taoping | H1 2026 | -$0.99 | 08:30 | ||
| SUGP | SU Group Holdings | H1 2026 | -$1.85 | 16:00 | ||
| CELU | Celularity | Q1 2026 | $0.02 | 17:00 | ||
| BIYA | Baiya International Group | H1 2026 | -$0.54 | 16:28 | ||
| UEC | Uranium Energy | Q4 2026 | -$0.02 | -$0.12 | -500.00% | 06:15 |
| PPCB | Propanc Biopharma | Q4 2026 | -$0.10 | 08:45 | ||
| TURB | Turbo Energy | H1 2026 | $0.00 | 08:17 | ||
| ZENA | ZenaTech | Q2 2026 | -$0.20 | 08:00 |
Confirmed dates, estimates and alerts: Earnings.
AI model calls
Verified winning calls closed by the models on 29 September 2026, in ET:
| Stock | Model | Direction | Window | Entry | Exit | Gain |
|---|---|---|---|---|---|---|
| TSLA | TSLA model | Bullish | 15:36 to 16:59 | $352.39 | $353.59 | +0.34% |
| PLTR | PLTR model | Bullish | 15:36 to 16:00 | $185.70 | $186.94 | +0.67% |
| HD | HD model | Bearish | 15:11 to 16:00 | $289.44 | $288.18 | +0.44% |
| TGT | TGT model | Bullish | 15:44 to 15:59 | $155.84 | $156.47 | +0.40% |
| RDDT | RDDT model | Bullish | 15:45 to 15:59 | $143.87 | $145.19 | +0.92% |
| TMO | TMO model | Bullish | 15:45 to 15:59 | $678.32 | $680.83 | +0.37% |
| MSFT | MSFT model | Bearish | 15:50 to 15:58 | $510.11 | $508.21 | +0.37% |
| LCID | LCID model | Bullish | 15:51 to 15:58 | $4.02 | $4.04 | +0.37% |
| CMG | CMG model | Bearish | 15:52 to 15:56 | $32.02 | $31.91 | +0.33% |
| QCOM | QCOM model | Bearish | 15:48 to 15:56 | $184.81 | $183.74 | +0.58% |
| ANNA | ANNA model | Bullish | 15:49 to 15:55 | $2.59 | $2.60 | +0.39% |
| LULU | LULU model | Bearish | 15:50 to 15:55 | $97.06 | $96.66 | +0.41% |
| CRWV | CRWV model | Bullish | 15:46 to 15:54 | $85.68 | $86.39 | +0.82% |
| TMC | TMC model | Bullish | 15:51 to 15:53 | $3.73 | $3.75 | +0.54% |
| GM | GM model | Bearish | 15:38 to 15:52 | $80.49 | $80.18 | +0.39% |
| HOOD | HOOD model | Bullish | 15:43 to 15:50 | $115.33 | $116.10 | +0.67% |
| CEG | CEG model | Bearish | 15:34 to 15:50 | $265.77 | $264.63 | +0.43% |
| CEG | CEG model | Bearish | 15:34 to 15:50 | $265.77 | $264.63 | +0.43% |
| LCID | LCID model | Bearish | 15:32 to 15:49 | $4.05 | $4.03 | +0.74% |
| AAPL | AAPL model | Bearish | 15:33 to 15:45 | $330.52 | $329.23 | +0.39% |
| AAPL | AAPL model | Bearish | 15:33 to 15:45 | $330.52 | $329.23 | +0.39% |
| MSTR | MSTR model | Bearish | 15:33 to 15:43 | $154.11 | $153.22 | +0.58% |
| COIN | COIN model | Bearish | 15:34 to 15:41 | $188.97 | $188.27 | +0.37% |
| RDDT | RDDT model | Bullish | 15:36 to 15:40 | $143.08 | $144.16 | +0.75% |
| CMG | CMG model | Bearish | 15:27 to 15:38 | $32.15 | $32.03 | +0.36% |
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.