Key Highlights

  • Glaukos is trading 32.89% higher at $241.10 after 2026 net sales guidance moved up to $775 million to $785 million.
  • Crocs is trading 25.66% higher at $150.41 as full-year adjusted EPS guidance rose to $14.45 to $14.65.
  • Alkami Technology is trading 18.29% lower at $12.69 even though it lifted its 2026 outlook.
  • Insmed is trading 16.30% higher at $112.79 with Brinsupri guidance raised to $1.35 billion to $1.40 billion.
  • Textron is trading 14.54% higher at $89.71 after adjusted EPS guidance climbed to $6.55 to $6.65.

Which Stocks Lifted Their 2026 Outlooks and Are Moving After October 28 Earnings?

Five companies reported third-quarter results on Wednesday, October 28 and raised their 2026 outlooks, and their shares are moving sharply on Thursday, October 29, 2026. Glaukos (NYSE:GKOS) is trading 32.89% higher at $241.10, and Crocs (NASDAQ:CROX) is trading 25.66% higher at $150.41. Alkami Technology (NASDAQ:ALKT) is trading 18.29% lower at $12.69, Insmed (NASDAQ:INSM) is trading 16.30% higher at $112.79, and Textron (NYSE:TXT) is trading 14.54% higher at $89.71.

The order follows the size of each absolute percentage move, using the exact figures above, so Alkami's decline is placed by its size and not its direction. Every move is measured against that stock's own prior close, which keeps the bases consistent. Four of the five are higher, and the exception gets its own section below, where the release offers no reason for the fall.

1. Glaukos: Which Products Powered the 32.89% Jump and the Higher Guide?

Glaukos is trading 32.89% higher at $241.10, up from an implied prior close of about $181.40 (calculated). Third-quarter net sales grew 58% to $211.0 million from $133.5 million, with Corneal Health up 154% to $59.0 million and U.S. Glaucoma up 47% to $118.6 million. Non-GAAP diluted EPS was $0.47, compared with a non-GAAP loss of $0.16.

Management lifted 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million, and offered a preliminary 2027 figure of $1 billion. The release gave no margin guidance. Cash, short-term investments and restricted cash totaled $339.8 million, and the company reports no debt.

2. Crocs: What Shifted in the 2026 Outlook Behind the 25.66% Climb?

Crocs is trading 25.66% higher at $150.41, up from an implied prior close of about $119.69 (calculated). Third-quarter revenue grew 4.6% to $1,043 million, with direct-to-consumer sales up 6.9%, and adjusted diluted EPS was $3.69 against $2.92. HEYDUDE returned to growth, with revenue up 6.1% to $170 million.

Full-year adjusted EPS guidance moved to $14.45 to $14.65 from $13.70 to $14.00, and revenue is now seen growing about 3%, up from 1% to 2%. GAAP gross margin of 66.2% included a $64.1 million non-recurring benefit from tariff refunds, while adjusted gross margin was 60.3%. About 2.0 million shares were repurchased for $250.0 million in the quarter.

3. Alkami Technology: Why Is the Stock 18.29% Lower Despite a Higher Outlook?

Alkami is trading 18.29% lower at $12.69, down from an implied prior close of about $15.53 (calculated). The release gives no reason for the decline. Third-quarter revenue grew 19.4% to $134.9 million, above the $132.7 million to $134.2 million guided range, and adjusted EBITDA was $26.3 million against $16.0 million.

Annual recurring revenue reached $533.2 million, up 19%, versus 21% growth at the end of June. Full-year revenue guidance moved to $530.5 million to $532.0 million from $528.0 million to $531.0 million. Fourth-quarter revenue is guided to $139.7 million to $141.2 million.

4. Insmed: How Much Did Brinsupri Sales Lift the Guide?

Insmed is trading 16.30% higher at $112.79, up from an implied prior close near $96.98 (calculated). Third-quarter revenue grew 268% to $524.4 million, with Brinsupri revenue of $400.1 million, up 29% from the second quarter. Arikayce revenue was $124.4 million, up 9%.

Brinsupri guidance for 2026 rose to $1.35 billion to $1.40 billion from $1.25 billion to $1.40 billion, and Arikayce guidance shifted to $460 million to $470 million from $450 million to $470 million. The net loss narrowed to $100.3 million from $370.0 million. Cash and marketable securities were about $1,146.6 million.

5. Textron: Can a Higher Outlook Make Up for a 9% Fall at Bell?

Textron is trading 14.54% higher at $89.71, up from an implied prior close near $78.32 (calculated). Third-quarter revenue was $3.751 billion, up 4.1%, and adjusted income from continuing operations came to $1.76 per share against $1.55, versus a consensus near $1.43. Textron Aviation revenue grew 14% to $1.68 billion on 51 jet deliveries compared with 42.

Bell revenue dropped 9% to $933 million, and the material opened gives no explanation for the decline. Full-year adjusted EPS guidance moved to $6.55 to $6.65 from $6.40 to $6.60, and manufacturing cash flow guidance of $800 million to $900 million was raised as well. The company bought back $239 million of stock in the quarter, and manufacturing cash flow for the quarter was $512 million against $348 million.

Raised-Outlook Stocks Side by Side: How Large Were the Increases and the Moves?

Calculated from the ranges above, the 2026 guidance midpoints rose 13.0% at Glaukos (net sales, $690 million to $780 million), 5.1% at Crocs (adjusted EPS, $13.85 to $14.55) and 1.5% at Textron (adjusted EPS, $6.50 to $6.60). Insmed's Brinsupri midpoint rose 3.8% ($1.325 billion to $1.375 billion) and Alkami's revenue midpoint 0.3% ($529.5 million to $531.25 million). The bases differ, so the figures are not like for like, but the biggest increase belongs to the biggest move.

Glaukos and Crocs are 7.23 percentage points apart, and Crocs and Insmed 9.36 points (calculated). The swing from Insmed's 16.30% gain to Alkami's 18.29% decline is 34.59 percentage points (calculated). Per-share changes from implied prior closes (calculated) were $59.70 for Glaukos, $30.72 for Crocs, $15.81 for Insmed, $11.39 for Textron and a $2.84 decline for Alkami.

What to Watch Next: Insmed's January 28 Decision Date and Textron's December 11 Ex-Dividend Date

The first dated events include Textron's December 11 ex-dividend date for its $0.02 quarterly dividend. The FDA's Priority Review target date for the Arikayce supplemental application is January 28, 2027, and Arikayce data are due to reach Japanese regulators in the fourth quarter of 2026. Alkami's fourth-quarter period closes Thursday, December 31, 2026, with revenue guided to $139.7 million to $141.2 million. Glaukos and Crocs report fourth-quarter results next, measured against the raised ranges of $775 million to $785 million in net sales and 7% to 9% revenue growth.