Intelligence
Catalysts
What could move each stock next — product launches, capacity ramps, and regulatory decisions pulled from earnings calls across 524 companies.
2,124 catalystsTracking what management promised? → The Commitment Tracker
Built with agentic AI on public filings, transcripts, and market data — content can contain errors and is not investment advice. Verify anything you act on.
How we build this
Each catalyst is extracted by our AI pipeline from the company’s own earnings calls and filings — the event, management’s stated timing, and what it would test. Timelines are management’s words mapped to their likeliest quarter, so treat them as approximate, and verify anything you act on against the source. Earnings report dates are deliberately not listed here — they live on the Earnings Hub.
Likely Q3 202660
H2 2026
Robotics sale closesHigh materiality
Removes the ~40bps stranded-cost margin headwind.
Why it could matter: Completing the Robotics sale could meaningfully change ABB's business mix and give it $5.4B in cash, which may drive a big shift in future strategy.
H2 2026
Veeco merger close
Gated on China SAMR approval, the last remaining condition for closing.
Why it could matter: The merger close could materially reshape Axcelis's revenue and competitive position, but the deal's financial terms and scale are not provided here, so its actual impact is unclear.
Late September 2026
Missouri IRP re-basing
Where signed ESAs could move into formal plan assumptions.
September 2026
Convertible note redemption
Redeems the remaining $136M of 2.50% notes due 2028.
2H 2026
Uplight stake sale closes
Up to $40M: $10M at closing, up to $30M contingent.
September 2026
405 MW solar completion
Expected ahead of schedule; may carry an early-completion margin benefit.
September 8, 2026
New CFO starts
Saurabh Sinha becomes CFO; may revisit the royalty CAGR framework.
H2 2026
Meta MI450 shipments
Custom MI450 shipments on track to begin in the second half.
H2 2026
Tax-credit accounting change
Transferable-tax-credit policy adoption with prior-period recast.
H2 2026
Cash conversion test
Whether H2 reverses Q2's working-capital cash absorption.
H2 2026
Services revenue steps down
Full-year services outlook held at $245M with a small back-half decline.
H2 2026
1.6T customer trials
Single-digit very large customers; production guided to 2027.
September 23, 2026
Sidoti investor conference
CEO, CFO and FCEP president scheduled to present.
2H 2026
Navy equipment production
Tests whether the slipped pump-capacity start produces product.
2H 2026 into 2027
Bolt-on M&A cadence
$250M guided for 2026; scale toward $350M annually.
2H 2026
CapEx at high end
Spending at the high end of 3–4% of sales, possibly higher.
H2 2026
International orders enter book
Held-out wins expected to begin appearing in the order book.
H2 2026
Further ECS charges
Tests whether charges stay 'at a lesser pace' as management guided.
H2 2026
Helium liquefaction start
Trigger for Helium & LNG to move off a gross loss.
2H 2026
ATM opex ratio trend
Company expects the ATM operating-expense ratio to keep improving.
Early September 2026
SEMICON Taiwan product launch
New platforms for higher-density packaging; order read deferred to next call
2H 2026
Quartzite quarry restart
Tests whether the suspended quarry returns as a second revenue stream.
Why it could matter: Restarting the quartzite quarry could add a second revenue stream, but without production or pricing details its eventual effect on the company's finances is hard to size.
H2 2026
Airframe, Specialty Energy ramp
Both must turn positive to reach full-year guides.
H2 2026
Plant assembly completionModerate
Commissioning announcement the intel file frames as an H2 2026 signpost.
Why it could matter: Completing assembly could keep the project on schedule, but it would not itself bring in revenue or prove the plant actually works, so the direct effect on the business is limited.
September 2026
IEEE 4F2 DRAM paper
Simulation study presented; adds outside weight to the DRAM case.
H2 2026
U.S./Canada volume turn
From down almost 4% in Q2 to mid-single-digit positive volumes.
H2 2026
Healthcare recovery
Growth returns after Q2 inventory rebalancing pushed it to 2H.
September 2026
Leverage covenant waiver lapses
The Credit Facility leverage waiver runs only through September 2026.
2H 2026
WAVE pricing crossover
August price actions expected to offset rising steel costs.
2H 2026
AS organic acceleration
Management expects AS organic growth and EBITDA to resume y/y growth.
H2 2026
Ziply build ramp
Fibre build accelerates into 2027 as permits and approvals land.
Sep 29, 2026
Investor Day
Long-term growth outlook, strategic priorities, battery and FFO targets.
H2 2026
GTS growth levels off
Catch-up work fades; second-half services growth moderates.
September 2026
UL component certification
Certification starts for the turbine generator; evidence books submitted.
2H 2026
TG capacity decision
Management decides whether to expand beyond 2 GW and where.
September 5, 2026
Abilene lease ends
Facility fully vacated as the wind exit wraps up.
H2 2026
Government contract ramp
Natural resources revenue from the $177.7 million award scales.
September 29, 2026
Investor Day
Longer-term targets and capital framework, in New York City.
H2 2026
HPDU revenue ramp
New HPDU plants expected to lift Government Operations revenue.
H2 2026
Transaction fee pipeline
Management flagged a considerable pipeline for the second half.
2H 2026
LCP compounding facility
LCP compounding facility on schedule for completion.
H2 2026
Gross margin vs 34%
Tests the disclosed margin recovery path into the stated target.
H2 2026
U.S. OEM modem share
CEVA estimates a share gain as an OEM moves to its internal modem.
September 2026
Barber Lake Phase 1 delivery
First large-scale HPC capacity delivery; tests the contracted NOI guide.
H2 2026
Fundraising acceleration
Tests whether H2 acceleration follows $2.2B of Q2 commitments and just under $3B in H1.
H2 2026
Possible buyback execution
Tests how the buyback-versus-M&A tradeoff resolves as leverage falls.
H2 2026
Property-sale receipts
~$400M expected; major sales 'under contract' with earnest money.
H2 2026
Fixed-price contract resets
November–December talks for an estimated 2027 uplift.
H2 2026
130-liter genset spend
Development investment rises for the natural gas prime-power genset.
September 2026
IRP filing
Incorporates the data-center agreement; may quantify load and capital
September–October 2026
Gas rate-case order
$232M request; staff recommended over 75% of the prior $240M ask
2H 2026
Transmission study update
Largest unquantified piece of the forward capital plan.
September 2026
InP output doubling
Double internal InP output by end of September quarter, one quarter early.
September 21, 2026
PhotonLink launch at ECOC
Unveil integrated-optics platform supporting CPO and NPO.
2H 2026
Largest software deal expands
Expansion of the largest single-customer software subscription.
H2 2026
Auburn first 10 MW
First phase of the Auburn, Alabama facility delivers.
2H 2026
Process Flow turns positive
Tests management's "very confident" call for positive YoY core growth.
2H 2026
Process Flow margin leverage
Guided "north of" the segment's stated 30%–35% leverage rate.