US Stock Analysis and Analyst Forecasts — November 3, 2026
Add us as a preferred source on GoogleApple and Palantir both slipped in pre-market trading after beating quarterly estimates, while the Street's attention turned to Qualcomm's report on Wednesday and a fresh Bernstein target increase for General Dynamics.
Covered here: AAPL, PLTR, GD, QCOM, NVDA, DIS, ORCL, MSFT, MA, XEL, INTC, RBLX.
None of the following is our own view on any stock — it is a same-day record of analyst-firm actions, company news and pre-market moves across the tracked universe on Tuesday, November 3, 2026.
Apple (AAPL) is the day's central story. The company reported fiscal fourth-quarter earnings of $2.10 per share, ahead of expectations, yet the shares slipped in after-hours trading on Monday and kept falling in early pre-market dealings, down about 4.6%. The reaction is a reminder that a beat is not always enough when the bar was high.
Palantir (PLTR) also beat on its third-quarter print. Revenue grew about 96% year on year and sales topped $2 billion for the first time, and management raised its 2026 revenue outlook. Even so, the stock dropped roughly 3% after hours, and investors are digesting whether that growth rate can be sustained at the company's current valuation.
General Dynamics (GD) received a higher price target from Bernstein, which lifted its figure to $386 from $365 after the defense contractor's third-quarter beat and guidance update. The firm kept its Market Perform rating, so the change is a move in the target rather than an upgrade of the call itself.
Qualcomm (QCOM) is on the calendar for Wednesday, when it reports fiscal fourth-quarter results after the close. Options traders are pricing a sizeable move in either direction, with an implied swing of close to 10%, and the stock is down roughly 5% so far this year.
Among other company news, Nvidia (NVDA) is reported by the Financial Times to have asked its data center partners to scale back their exposure to Chinese clients. Disney (DIS) is said by Bloomberg to be preparing thousands of job cuts as part of a drive to reduce costs, with some managers asked to find savings of as much as 20%. Oracle (ORCL) is set to price a $10 billion share sale at an 11% discount after its stock slipped at the start of the week.
Earnings-call summaries from the period described Microsoft (MSFT) cloud and AI adoption as the main growth drivers, Mastercard (MA) and Xcel Energy (XEL) as strongly positive in tone, and Intel (INTC) as showing growth that is being offset by pressure in its PC business. Roblox (RBLX) management highlighted record user retention despite near-term pressure. These are management tone summaries, not forecasts.
Fox (FOXA) and Roku (ROKU) fall outside the tracked universe; the Semafor report that Fox's proposed acquisition of Roku is nearing U.S. antitrust clearance is noted here for completeness only. As always: a price target is one firm's estimate, an analyst rating is not a guarantee, and none of this is a recommendation to buy or sell anything.
Tickers in this brief
| Ticker | Company | Price | 1D |
|---|---|---|---|
| AAPL | Apple | $354.88 | -0.14% |
| PLTR | Palantir | $171.40 | -0.10% |
| GD | General Dynamics | $363.08 | -1.13% |
| QCOM | Qualcomm | $177.14 | +0.32% |
| NVDA | NVIDIA | $166.19 | -4.34% |
| DIS | Walt Disney | $118.24 | -1.18% |
| ORCL | Oracle | $127.14 | -0.97% |
| MSFT | Microsoft | $523.00 | +0.36% |
| MA | Mastercard | $653.88 | -1.04% |
| XEL | Xcel Energy | $81.50 | +0.49% |
| INTC | Intel | $62.04 | +1.37% |
| RBLX | Roblox | $51.40 | -0.07% |
Published 2026-11-03. Market commentary, not investment advice. Prices are delayed end-of-day data.