Key Highlights

  • Palantir Technologies (NASDAQ:PLTR) was down 7.36% to USD 165.22 despite third quarter Revenue up 96%.
  • Beta Technologies (NYSE:BETA) was up 9.08% to USD 22.23 after raising 2026 revenue guidance.
  • Adeia (NASDAQ:ADEA) was down 22.11% to USD 16.10 after lowering its 2026 revenue range.
  • Bioventus (NASDAQ:BVS) was down 19.47% to USD 10.59 after third quarter net sales rose 2.7%.
  • COMPASS Pathways (NASDAQ:CMPS) was up 12.37% to USD 9.45 a day after falling 27.31%.

Palantir Technologies (NASDAQ:PLTR) (down USD 13.13, 7.36%): A Pullback After a Blowout Quarter

Palantir Technologies (NASDAQ:PLTR) was down 7.36% to USD 165.22 in pre-market trading on November 3, 2026, against a Monday close of about USD 178.34. Third quarter 2026 revenue rose 96% to USD 2.313 billion, and US commercial revenue of USD 984 million exceeded US government revenue of USD 953 million. Full-year 2026 revenue guidance was raised to USD 8.530 billion to USD 8.534 billion.

No specific cause for the decline was stated. Total contract value closed was USD 2.918 billion, up only 6% year over year, compared with 49% growth in the second quarter. Cash and US Treasuries totaled USD 10.4 billion with no Debt listed, so the debate centers on growth durability and valuation.

Beta Technologies (NYSE:BETA) (up USD 1.85, 9.08%): A Record Quarter and a Higher Outlook

Beta Technologies (NYSE:BETA) was up 9.08% to USD 22.23 in pre-market trading on November 3, 2026, implying a prior close near USD 20.38 (calculated). Third quarter revenue rose 98% to USD 17.7 million, which the company said was entirely organic, and 2026 revenue guidance was raised to USD 52 million to USD 57 million.

Spending grew faster than sales, with a loss from operations of USD 127.8 million and a net loss of USD 119.1 million. Cash was USD 1,343.1 million at September 30, 2026, down about USD 367 million (calculated) from December 31, 2025, and the 2026 adjusted EBITDA outlook remains a loss of USD 400 million to USD 445 million. Commercial aircraft Backlog exceeded USD 4.0 billion.

Adeia (NASDAQ:ADEA) (down USD 4.57, 22.11%): A Sharp Reversal on Lower Guidance

Adeia (NASDAQ:ADEA) was down 22.11% to USD 16.10 in pre-market trading on November 3, 2026. The move follows a third quarter report on November 2 with revenue of USD 80.2 million, against USD 87.3 million a year earlier, a decline of about 8.1% (calculated). The 2026 revenue range was cut to USD 375.0 million to USD 415.0 million from USD 395.0 million to USD 435.0 million.

Management said deal timing could push some revenue past year-end. Term Loan principal was USD 386.5 million against cash, equivalents and marketable securities of USD 127.7 million. The company also named Dipti Vachani chief executive officer. Pre-market Liquidity is thin, so early prices may differ from regular hours.

Bioventus (NASDAQ:BVS) (down USD 2.56, 19.47%): Lower Despite Better Profit

Bioventus (NASDAQ:BVS) was down 19.47% to USD 10.59 in pre-market trading on November 3, 2026. Third quarter net sales were USD 142.4 million, up 2.7%, and adjusted EBITDA rose to USD 28.4 million from USD 26.6 million. The company updated 2026 net sales guidance to USD 590 million to USD 595 million.

The company continues to review strategic alternatives and did not announce a transaction. Restorative Therapies sales fell 3.4%, and U.S. sales grew only 1.0%. Cash was USD 30.7 million at September 26, 2026, while total debt, calculated from the balance sheet, was about USD 229.8 million after a USD 15.0 million discretionary term loan prepayment.

COMPASS Pathways (NASDAQ:CMPS) (up USD 1.04, 12.37%): A Rebound Before Earnings

COMPASS Pathways (NASDAQ:CMPS) was up 12.37% to USD 9.45 in pre-market trading on November 3, 2026, measured against a November 2 close of USD 8.41 after a 27.31% drop. Market reports said Usona Institute had submitted a Marketing application to the FDA for psilocybin in major depressive disorder, but no company announcement explained Monday's decline, so that link rests on market commentary.

Third quarter results and a Business update are due before the open with a call at 8:00 a.m. ET. The company expects to complete its rolling FDA submission for COMP360 in the fourth quarter of 2026, and the therapy has not been approved. The cash balance had not been disclosed in the sources reviewed, and a pre-market rebound does not guarantee follow-through.

Where Things Stand

Strong headline numbers did not protect Palantir Technologies from a pullback, while Beta Technologies rose on a record quarter that still came with large losses. Adeia and Bioventus fell sharply on guidance and growth concerns, and COMPASS Pathways is bouncing ahead of its own report. Watch Palantir's contract value trend, Beta's cash use, Adeia's deal timing, any news from the Bioventus strategic review and the COMPASS cash runway disclosure.