Market edition, 1 October 2026
Updated 1 October 2026, 21:45 ET
The last index prints put the Dow Jones Industrial Average at 50,926.56, up 0.04%, the Nasdaq Composite at 26,871.60, up 0.04% and the S&P 500 at 7,666.45, up 0.19%, as of 1 October 2026, 20:35 ET. Among sectors, Educational Services led with +1.68% while General Merchandise Stores lagged at -2.13%. Analysts filed 50 actions on 1 October 2026, including 1 upgrade, 1 downgrade and 5 initiations. The earnings calendar for 1 October 2026 lists 5 companies; 5 have reported so far, 4 above the EPS estimate. FundSpec's AI day trading models closed 500 verified winning calls on 1 October 2026, averaging 0.57% per call with a best of 6.96%.
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 30 September 2026):
| Sector | Members | 1 day |
|---|---|---|
| Educational Services | 30 companies | +1.68% |
| Miscellaneous Retail | 61 companies | +0.84% |
| Printing and Publishing | 16 companies | +0.84% |
| Petroleum Refining | 19 companies | +0.53% |
| Machinery and Computer Hardware | 142 companies | +0.49% |
| General Merchandise Stores | 14 companies | -2.13% |
| Food Stores | 11 companies | -2.06% |
| Furniture and Fixtures | 10 companies | -1.77% |
| Insurance Carriers | 89 companies | -1.72% |
| General Building Contractors | 18 companies | -1.66% |
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 |
|---|---|---|---|---|
| ONC | BeOne Medicines | JP Morgan | Maintains Overweight | $425.00 to $445.00 |
| JBL | Jabil | JP Morgan | Maintains Overweight | $425.00 to $430.00 |
| ONON | On Holding | JP Morgan | Maintains Overweight | $41.00 to $44.00 |
| REGN | Regeneron Pharmaceuticals | Jefferies | Maintains Buy | $870.00 to $930.00 |
| CCL | Carnival | Freedom Broker | Maintains Buy | $35.00 to $36.00 |
| OOMA | Ooma | Freedom Broker | Maintains Buy | $24.00 to $25.00 |
| VVV | Valvoline | Citigroup | Maintains Neutral | $41.00 to $34.00 |
| HPE | Hewlett Packard | Citigroup | Maintains Buy | $76.00 to $92.00 |
| PSX | Phillips 66 | Goldman Sachs | Maintains Neutral | $245.00 to $274.00 |
| EVR | Evercore | Goldman Sachs | Maintains Buy | $377.00 to $331.00 |
| ALL | Allstate | Goldman Sachs | Maintains Neutral | $280.00 to $250.00 |
| PIPR | Piper Sandler | Goldman Sachs | Maintains Buy | $93.00 to $80.00 |
| PJT | PJT Partners | Goldman Sachs | Maintains Buy | $203.00 to $182.00 |
| LAZ | Lazard | Goldman Sachs | Maintains Sell | $42.00 to $36.00 |
| MC | Moelis | Goldman Sachs | Maintains Neutral | $71.00 to $62.00 |
| ELF | e.l.f. Beauty | Raymond James | Maintains Strong Buy | $100.00 to $117.00 |
| STBA | S&T Bancorp | Raymond James | Assumes Market Perform | |
| QCRH | QCR Hldgs | Raymond James | Assumes Outperform | $110.00 |
| FBIZ | First Business Finl Servs | Raymond James | Assumes Outperform | $75.00 |
| LQDA | Liquidia | Raymond James | Downgrades to Outperform from Strong Buy | $106.00 to $53.00 |
| RKLB | Rocket Lab | Citigroup | Initiates Coverage On Buy | $105.00 |
| MU | Micron Technology | Mizuho | Maintains Outperform | $1,300.00 to $1,400.00 |
| WVE | Wave Life Sciences | Ladenburg Thalmann | Initiates Coverage On Buy | $10.00 |
| ESI | Element Solutions | Mizuho | Maintains Neutral | $45.00 to $42.00 |
| Q | Qnity Electronics | Mizuho | Maintains Outperform | $180.00 to $160.00 |
| ALB | Albemarle | Mizuho | Maintains Neutral | $140.00 to $130.00 |
| AEON | AEON Biopharma | Lake Street | Maintains Buy | $1.00 to $2.00 |
| CNSY | Cerenome | Lake Street | Maintains Buy | $50.00 to $31.00 |
| EMN | Eastman Chemical | Mizuho | Maintains Outperform | $85.00 to $80.00 |
| DOW | Dow | Mizuho | Maintains Neutral | $35.00 to $32.00 |
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 |
|---|---|---|---|---|---|---|
| ACN | Accenture | Q4 2026 | $3.18 | $3.29 | +3.46% | 06:39 |
| NKE | Nike | Q1 2027 | $0.44 | $0.48 | +9.09% | 16:15 |
| MKC | McCormick & Co | Q3 2026 | $0.75 | $0.86 | +14.67% | 06:30 |
| AYI | Acuity | Q4 2026 | $5.59 | $5.77 | +3.22% | 06:00 |
| ADSE | ADS-TEC Energy | H1 2026 | -$0.76 | 02:22 |
Confirmed dates, estimates and alerts: Earnings.
AI model calls
Verified winning calls closed by the models on 1 October 2026, in ET:
| Stock | Model | Direction | Window | Entry | Exit | Gain |
|---|---|---|---|---|---|---|
| LULU | LULU model | Bearish | 15:27 to 16:01 | $97.11 | $95.88 | +1.27% |
| BA | BA model | Bearish | 15:41 to 16:01 | $193.81 | $192.41 | +0.72% |
| TGT | TGT model | Bullish | 15:49 to 16:00 | $155.78 | $156.78 | +0.64% |
| HON | HON model | Bearish | 15:52 to 16:00 | $214.92 | $213.79 | +0.53% |
| PLTR | PLTR model | Bearish | 15:52 to 16:00 | $191.33 | $190.07 | +0.66% |
| NVDA | NVDA model | Bearish | 15:52 to 16:00 | $232.02 | $230.97 | +0.45% |
| QCOM | QCOM model | Bearish | 15:57 to 16:00 | $182.52 | $181.96 | +0.31% |
| AVGO | AVGO model | Bearish | 15:28 to 16:00 | $347.04 | $343.80 | +0.93% |
| JNJ | JNJ model | Bearish | 15:58 to 16:00 | $259.56 | $258.70 | +0.33% |
| TXN | TXN model | Bearish | 15:53 to 16:00 | $283.30 | $281.25 | +0.72% |
| SPCX | SPCX model | Bearish | 15:55 to 16:00 | $148.84 | $148.09 | +0.51% |
| CRCL | CRCL model | Bearish | 15:58 to 16:00 | $83.28 | $82.89 | +0.47% |
| INTC | INTC model | Bearish | 15:53 to 15:59 | $120.58 | $120.14 | +0.37% |
| PM | PM model | Bearish | 15:54 to 15:58 | $188.87 | $188.03 | +0.44% |
| MSTR | MSTR model | Bearish | 15:53 to 15:57 | $161.00 | $160.14 | +0.54% |
| GE | GE model | Bearish | 15:51 to 15:56 | $313.82 | $312.72 | +0.35% |
| META | META model | Bearish | 12:36 to 15:56 | $730.47 | $725.35 | +0.70% |
| CRCL | CRCL model | Bearish | 15:53 to 15:56 | $83.49 | $83.20 | +0.35% |
| CMCSA | CMCSA model | Bullish | 15:46 to 15:52 | $21.66 | $21.73 | +0.32% |
| CRCL | CRCL model | Bullish | 15:48 to 15:52 | $83.22 | $83.50 | +0.33% |
| ABBV | ABBV model | Bullish | 15:10 to 15:51 | $260.03 | $260.97 | +0.36% |
| MU | MU model | Bullish | 15:41 to 15:47 | $1,087.26 | $1,092.93 | +0.52% |
| GME | GME model | Bearish | 15:44 to 15:46 | $24.27 | $24.20 | +0.33% |
| LCID | LCID model | Bearish | 15:40 to 15:46 | $4.21 | $4.19 | +0.59% |
| QBTS | QBTS model | Bearish | 13:35 to 15:45 | $16.81 | $16.51 | +1.78% |
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.