Stocks gapping ≥20% at open — earnings flagged, AI catalyst research included
| Date | Ticker | Company | Sector | MCap | Prev Close | Open | Gap% | Earnings | Type | Conf |
|---|---|---|---|---|---|---|---|---|---|---|
| May 4 Mon | BLZE | Backblaze, Inc. | Technology | 450M | $4.64 | $7.43 | +60.1% | AMC | guidance | 8 |
| FY2026 revenue guidance raised from $156.5M-$158.5M to $161.5M-$163.5M; Adjusted EBITDA margin guidance raised from 19-21% to 23-25%. Q1 2026 revenue beat at $38.7M (+12% YoY) with B2 Cloud Storage revenue of $22.4M (+24% YoY). AI customer count grew 76% YoY with two AI customers (training data company and generative AI video creation company) contributing $1.5M in annual contract value. | ||||||||||
| GBTG | Global Business Travel Group, Inc. | Technology | 4.9B | $5.93 | $9.31 | +57.0% | AMC | partner | 10 | |
| Long Lake Management agreed to acquire American Express Global Business Travel (NYSE: GBTG) for $9.50 per share in all-cash transaction valued at $6.3 billion, representing 60.2% premium to May 1, 2026 closing price and 65.1% premium to 30-day VWAP. Major shareholders American Express, Expedia, Qatar Investment Authority, and BlackRock collectively representing 69% of shares entered voting agreements in support. Financing includes equity from Long Lake's investors and Koch Equity Development LLC | ||||||||||
| STRL | Sterling Infrastructure, Inc. | Industrials | 24.9B | $529.49 | $727.45 | +37.4% | AMC | guidance | 9 | |
| FY2026 guidance raised to $3.70-3.80B revenue (51% YoY growth) and adjusted diluted EPS of $18.40-19.05 (72% YoY growth), with Q1 2026 adjusted EPS of $3.59 representing 120% growth vs $1.63 prior year; Q1 revenue of $825.7M up 92% YoY with CEC acquisition contributing $156.1M | ||||||||||
| EVER | EverQuote, Inc. | Communication Services | 729M | $14.61 | $19.09 | +30.7% | AMC | beat | 8 | |
| Q1 2026 revenue of $190.9M beat implied consensus (Q1 2025 was $166.6M, 15% YoY growth); Diluted EPS of $0.51 vs Q1 2025 $0.21 (+143%); Adjusted EBITDA hit record $29.3M (+30% YoY); Q2 guidance raised to $185-195M revenue (21% YoY growth at midpoint) with Adjusted EBITDA of $28-30M (32% YoY growth at midpoint) | ||||||||||
| Apr 30 Thu | CERS | Cerus Corporation | Healthcare | 524M | $2.03 | $2.69 | +32.5% | AMC | guidance | 9 |
| Product revenue guidance raised to $227-231 million (10-12% YoY growth) from prior $224-228 million; IFC revenue guidance raised to $22-24 million from $20-22 million. Q1 2026 product revenue beat at $53.7M (+24% YoY) vs Q1 2025 $43.2M, with IFC demand up ~120% YoY and U.S. IFC sales at $5.7M vs $3.0M prior year. | ||||||||||
| BAND | Bandwidth Inc. | Technology | 1.6B | $24.20 | — | +27.9% | BMO | guidance | 9 | |
| Full-year 2026 revenue guidance raised to $880-$900M (from prior $860-$880M implied), Adjusted EBITDA raised to $119-$125M (from prior $115-$120M implied); Q1 2026 revenue beat $209M (20% YoY growth) vs consensus ~$202M; Adjusted EBITDA $26M (17% YoY growth) vs consensus ~$24M; Non-GAAP EPS $0.38 vs consensus ~$0.34 | ||||||||||
| XRX | Xerox Holdings Corporation | Technology | 310M | $1.57 | — | +24.2% | BMO | guidance | 9 | |
| Reaffirmed 2026 full-year guidance: Revenue above $7.5 billion, Adjusted Operating Income $450-$500 million, Free Cash Flow $250 million. Q1 2026 showed Adjusted Operating Margin of 3.9%, up 240 basis points YoY, with Adjusted Operating Income of $72 million, up $50 million YoY. Q1 revenue of $1.85 billion, up 26.7% YoY (23.6% constant currency). Lexmark synergies on plan at least $300 million confirmed. Production installs increased 31% YoY. IT Solutions bookings and billings growth of 32% and | ||||||||||
| PACK | Ranpak Holdings Corp. | Consumer Cyclical | 547M | $3.94 | — | +22.8% | BMO | beat | 7 | |
| Q1 2026 net revenue of $101.2 million beat expectations with 11.0% YoY growth (4.5% constant currency); automation net revenue surged 112.7% YoY to $13.4 million from $6.3 million; Adjusted EBITDA of $18.9 million up 9.2% YoY; deepening relationships with Amazon and Walmart mentioned with warrant adjustments of $1.7 million in Q1 2026 vs $0.8 million in Q1 2025 | ||||||||||
| VISN | Vistance Networks, Inc. | Technology | 2.7B | $10.47 | — | +21.8% | BMO | restrct | 9 | |
| Vistance Networks announced definitive agreement to sell RUCKUS Networks business to Belden for $1.846 billion in all-cash transaction, coupled with Q1 2026 results: net sales $471.8M (+21.6% YoY), Core adjusted EBITDA $87.3M (+38.4% YoY), and Non-GAAP adjusted EPS $0.34 vs $0.11 prior year (+209.1%). Aurora segment revenue grew 32.6% YoY to $298.4M with adjusted EBITDA up 32% YoY. Company also announced $10 per share special cash distribution to shareholders on April 27, 2026, and approved $100 | ||||||||||
| BOOM | DMC Global Inc. | Energy | 150M | $6.18 | $7.50 | +21.4% | AMC | guidance | 7 | |
| Q2 2026 guidance raised to $148-158M sales (vs Q1 $135.6M) and $6-8M adjusted EBITDA (vs Q1 $3.9M); NobelClad order backlog at $70.3M, highest in 15+ years; sequential improvements expected across all three business units | ||||||||||
| TEAM | Atlassian Corporation | Technology | 24.3B | $68.59 | $82.92 | +20.9% | AMC | beat | 8 | |
| Q3 FY2026 total revenue of $1,787 million (+32% YoY) with non-GAAP operating margin of 34% (+8 percentage points YoY to 26%), non-GAAP EPS of $1.75 vs prior year $0.97 (+81% YoY), and Cloud ARR milestone of 55,913 customers with $10,000+ ARR (+10% YoY); FY2026 guidance raised to 24% total revenue growth with 29% non-GAAP operating margin (vs prior 26% outlook implied by guidance language) | ||||||||||
| TWLO | Twilio Inc. | Communication Services | 29.9B | $148.06 | $177.77 | +20.1% | AMC | beat | 9 | |
| Q1 2026 revenue of $1.407 billion beat with 20% YoY growth (16% organic); GAAP EPS of $0.57 vs Q1 2025 $0.12; Non-GAAP EPS of $1.50 vs Q1 2025 $1.14; Non-GAAP operating income of $279 million up 31% YoY; plus full-year FY2026 guidance raised from 11.5%-12.5% to 14%-15% reported revenue growth and organic raised from 8%-9% to 9.5%-10.5% | ||||||||||
| Apr 29 Wed | MRAM | Everspin Technologies, Inc. | Technology | 504M | $13.19 | $18.06 | +36.9% | AMC | contract | 9 |
| Everspin Technologies entered into Subcontract Number S26-03-01 with Amentum Services Inc. under Prime Contract FA8075-18-D-0014 issued by Naval Surface Warfare Center, Crane Division (NSWC Crane) for Microelectronics RDT&E program. Total contract value: $40,000,000 over 30 months (April 20, 2026 - November 21, 2028) with milestone-based payments for developing on-shore Toggle MRAM production capability. | ||||||||||
| VIAV | Viavi Solutions Inc. | Technology | 11.9B | $45.53 | $59.99 | +31.8% | AMC | beat | 9 | |
| Q3 FY2026 Non-GAAP diluted EPS of $0.27, up 80.0% YoY ($0.15 in Q3 FY2025); Net revenue of $406.8M, up 42.8% YoY ($284.8M in Q3 FY2025); Non-GAAP operating margin expanded 430 bps to 21.0%; strong growth driven by data center and aerospace/defense end markets | ||||||||||
| TTMI | TTM Technologies, Inc. | Technology | 16.0B | $137.50 | $178.72 | +30.0% | AMC | beat | 9 | |
| Q1 2026 non-GAAP EPS of $0.75 per diluted share (all-time quarterly record) vs Q1 2025 of $0.50; net sales of $846.0 million (all-time quarterly record) up 30% YoY from $648.7 million; GAAP EPS of $0.47 vs $0.31 prior year | ||||||||||
| PI | Impinj, Inc. | Technology | 4.6B | $120.04 | $155.00 | +29.1% | AMC | guidance | 8 | |
| Q2 2026 revenue guidance of $103.0-$106.0M (midpoint $104.5M) represents 40.7% sequential growth from Q1 2026 revenue of $74.3M; Q2 non-GAAP EPS guidance of $0.77-$0.82 (midpoint $0.795) vs Q1 non-GAAP EPS of $0.14; CEO cited 'Endpoint IC bookings hit an all-time record' driving strong Q2 outlook | ||||||||||
| GKOS | Glaukos Corporation | Healthcare | 7.9B | $116.96 | $141.50 | +21.0% | AMC | beat | 9 | |
| Q1 2026 net sales of $150.6 million increased 41% YoY (vs $106.7 million in Q1 2025), with glaucoma sales hitting record $129.3 million (+47% YoY) and U.S. glaucoma sales at $93.5 million (+58% YoY). Non-GAAP EPS loss improved to ($0.18) per share vs ($0.22) in Q1 2025. Full-year 2026 guidance raised to $620-635 million from prior $600-620 million. | ||||||||||
| Apr 28 Tue | SIMO | Silicon Motion Technology Corporation | Technology | 8.1B | $149.18 | $195.00 | +30.7% | AMC | — | 0 |
| No source documents retrieved | ||||||||||
| BE | Bloom Energy Corporation | Industrials | 62.3B | $226.37 | $276.55 | +22.2% | AMC | guidance | 9 | |
| FY2026 revenue guidance raised from $2.04B-$2.40B midpoint (60% YoY growth) to $3.4B-$3.8B midpoint (80% YoY growth); Non-GAAP operating income guidance set at $600M-$750M; Non-GAAP EPS guidance set at $1.85-$2.25 | ||||||||||
| NXPI | NXP Semiconductors N.V. | Technology | 73.3B | $230.39 | $281.41 | +22.1% | AMC | beat | 9 | |
| Q1 2026 revenue of $3.181 billion beat with 12% YoY growth; GAAP diluted EPS of $4.43 vs Q1 2025 $1.92 (130% increase); non-GAAP diluted EPS of $3.05 vs Q1 2025 $2.64 (16% increase). Q2 2026 guidance raised to $3.35-$3.55B revenue (5-12% QoQ, 14-21% YoY) vs consensus expectations. GAAP gross margin 56.2% and operating margin 47.3% driven by $627 million one-time gain from MEMS Sensors business sale completed February 2, 2026. | ||||||||||
8–10 = trade signal
5–7 = research more
0–4 = stay out / no clear catalyst
Orange sector = Healthcare (binary event risk)
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