Key Highlights

  • Gartner (NYSE:IT) fell 17.66% to USD 193.72 despite a raised 2026 outlook.
  • Dynatrace (NYSE:DT) fell 14.63% to USD 47.07 after trimming its profit guidance.
  • ADTRAN (NASDAQ:ADTN) fell 14.97% to USD 5.34 as fourth quarter Revenue guidance pointed to a flat quarter.
  • BRC (NYSE:BRCC) fell 27.43% to USD 9.20 after its third quarter net loss widened to USD 8.7 million.
  • Adeia (NASDAQ:ADEA) fell 17.37% to USD 17.08 after its 2026 revenue range was lowered.

Gartner (NYSE:IT) (down USD 41.55, 17.66%): Growth Pace Overshadows a Raised Outlook

Gartner (NYSE:IT) fell 17.66% to USD 193.72 in regular trading on November 3, 2026, against a prior close of about USD 235.27 (calculated). It reported third quarter results that day, with adjusted EPS of USD 3.59 against USD 2.76 a year earlier, and it raised its 2026 outlook.

The reaction appears tied to growth. Contract value was USD 5.3 billion, up only 2.5% on an FX-neutral basis, and management said growth excluding United States federal Business was unlikely to reach a 4% exit rate by year end. The company also repurchased USD 138 million of shares in the quarter, and the main risk is slowing subscription demand.

Dynatrace (NYSE:DT) (down USD 8.07, 14.63%): Higher Revenue Guidance, Lower Profit Guidance

Dynatrace (NYSE:DT) was down 14.63% to USD 47.07 in regular trading on November 3, 2026, after reporting second-quarter fiscal 2027 results. Revenue rose 17% to USD 579.9 million and annual Recurring Revenue reached USD 2,207.2 million, up 16%.

Full-year non-GAAP diluted EPS guidance was cut to USD 1.88 to USD 1.90 from USD 1.97 to USD 1.99, which the company tied partly to the recently completed Arize acquisition. Net new annual recurring revenue was about USD 70 million, flat year on year, as large deals slipped. Acquisition integration and Margin dilution are the risks.

ADTRAN (NASDAQ:ADTN) (down USD 0.9401, 14.97%): Profit Beat, Flat Outlook, Negative Cash Flow

ADTRAN (NASDAQ:ADTN) closed down 14.97% at USD 5.34 on November 3, 2026, from USD 6.28 the session before, which makes it a Penny Stock by price. Third quarter revenue was USD 281.2 million, up 0.6%, and non-GAAP diluted EPS was USD 0.09 against USD 0.05.

Revenue came in slightly below the guidance midpoint, and fourth quarter guidance of USD 272.0 million to USD 292.0 million was close to flat. Operating Cash Flow was negative USD 24.5 million. Management also said Supply availability could constrain shipments into 2027, which is the key risk alongside continued GAAP losses.

BRC (NYSE:BRCC) (down USD 3.48, 27.43%): Widening Loss After the Third Quarter

BRC (NYSE:BRCC) was down 27.43% to USD 9.20 in regular trading on November 3, 2026, the largest decline of this group, on Volume of 138.79K shares. The likely catalyst is third quarter results released on November 2, 2026, although the company did not link the share price to the report, so the connection is an inference.

Net revenue rose 7.3% to USD 108.0 million, but the net loss widened to USD 8.7 million from USD 1.2 million and included an asset Impairment of about USD 11.7 million. Adjusted EBITDA rose 12.3% to USD 9.5 million, and full-year guidance was reaffirmed. Cash was USD 9.2 million at September 30, 2026, and thin volume can magnify price moves.

Adeia (NASDAQ:ADEA) (down USD 3.59, 17.37%): Deal Delays Lower the Range

Adeia (NASDAQ:ADEA) fell 17.37% to USD 17.08 in regular trading on November 3, 2026, compared with a prior close of about USD 20.67 (calculated). Third quarter revenue was USD 80.2 million against USD 87.3 million a year earlier, and the 2026 revenue range was lowered to USD 375.0 million to USD 415.0 million from USD 395.0 million to USD 435.0 million.

Management attributed the lower outlook to deal delays. The company signed eight license agreements in the quarter and named Dipti Vachani as chief executive officer on September 28, 2026. Because revenue depends on the timing of license signings, a few delayed deals can shift results between quarters, and term Loan principal stood at USD 386.5 million.

Where Things Stand

The five declines share a pattern in which quarterly figures were not uniformly poor but guidance, growth pace or cash flow gave investors a reason to reassess. Gartner and Dynatrace both raised some targets while disappointing on another, ADTRAN delivered a profit beat with a flat outlook, BRC posted a wider loss, and Adeia lowered its range.

Next steps to watch include Gartner contract value, Dynatrace deal conversion, ADTRAN fourth quarter revenue against its range, BRC execution on its reaffirmed guidance, and how many delayed Adeia agreements close. This article is informational only.