Key Highlights

  • Boeing (NYSE:BA) plunged 10.69% to USD 168.18 on October 27, 2026 after a wider-than-expected loss and a delay in its 737 production plan, despite a record USD 745 billion backlog.
  • SoFi Technologies (NASDAQ:SOFI) jumped 13.42% to USD 16.40 on record net revenue of about USD 1.4 billion and a raised full-year outlook, with net income of USD 241 million and members above 17 million.
  • Robinhood Markets (NASDAQ:HOOD) fell about 4.7% after hours despite record USD 1.42 billion revenue, as crypto revenue fell 55% to USD 120 million while prediction markets surged and event contracts rose sixfold.
  • Visa (NYSE:V) slipped about 2% after hours despite a beat on EPS and revenue. Coca-Cola (NYSE:KO) fell 1.64% to USD 91.18 after beating estimates and raising its 2026 outlook on a warning about consumers.

Boeing (NYSE:BA): Aerospace delivery shock

Boeing (NYSE:BA) reported revenue of USD 24.19 billion, ahead of estimates, but a wider-than-expected loss per share. Published figures conflict: the GAAP loss was USD 0.26 a share in one summary, while a data provider shows USD 0.34, likely an adjusted figure, against a loss of about USD 0.25 expected. The conflict should be settled with the company release. CEO Kelly Ortberg said the 737 production-rate target slips to early 2027, and the company will miss its roughly 500 737-delivery target for 2026. The shares closed 10.69% lower at USD 168.18 on October 27, 2026. The loss was wider than analysts expected, and the gap between the two published loss figures should be settled against the company filing before anyone uses either one. The figures above for Boeing (NYSE:BA) come from published market data and company statements and may be revised. The record backlog of USD 745 billion shows demand for aircraft is strong, but a backlog is a promise to deliver, not cash. Aircraft makers receive most of the payment when a plane is delivered, so a delay in the production rate pushes out revenue and cash flow.

SoFi Technologies (NASDAQ:SOFI): Fintech beat and raise

SoFi Technologies (NASDAQ:SOFI) reported record net revenue of about USD 1.4 billion, though published figures range from USD 1.371 billion to USD 1.39 billion and the release headline rounds to USD 1.4 billion. Earnings per share were USD 0.18 against about USD 0.17 expected, and net income was USD 241 million. Membership rose above 17 million. Management also raised its full-year outlook, and one summary puts the revenue guide near USD 6.4 billion, a figure that should be checked against the release. The shares jumped 13.42% to USD 16.40 on October 27, 2026. The beat on earnings per share is small in cents, about USD 0.01 on simple arithmetic, but it came with higher guidance, which is what the market rewarded. The figures above for SoFi Technologies (NASDAQ:SOFI) come from published market data and company statements and may be revised. SoFi earns money from lending, financial services and technology platform fees, so growth in members is the base on which it sells additional products. A beat on every line, plus a raised outlook and a 2027 view well ahead of estimates, suggests those products are gaining traction. Readers should check SoFi Technologies (NASDAQ:SOFI) figures against the company's own release.

Robinhood Markets (NASDAQ:HOOD): Prediction markets versus crypto

Robinhood Markets (NASDAQ:HOOD) posted record revenue of USD 1.42 billion, a hair below the USD 1.43 billion estimate, a slight miss that explains part of the reaction. Adjusted EPS was USD 0.60 and GAAP EPS was USD 0.51, and the difference reflects items the company excludes from its adjusted measure. Prediction markets contributed USD 173 million in the release text, though one chart label shows USD 227 million for event contracts and other items, so the figure should be checked. The shares fell about 4.7% after hours, with published moves of 4.74% to 5%. A record quarter that falls slightly short of the estimate shows how high expectations were, since the stock had been priced for strength ahead of the release. The figures above for Robinhood Markets (NASDAQ:HOOD) come from published market data and company statements and may be revised. Event contracts rose more than sixfold to 16.4 billion contracts, while crypto revenue fell 55% to USD 120 million.

Visa (NYSE:V): Payments beat, shares slip

Visa (NYSE:V) reported EPS of USD 3.48 and revenue of USD 12.14 billion, both slightly ahead of estimates, a clean beat by most measures. The shares nonetheless slipped about 2% after hours, with published moves of 1.96% to 2%. A small after-hours decline after a good quarter often reflects investors locking in gains from a stock that had risen into the report. Payment networks earn fees on transaction volume and cross-border activity, so the market reads the outlook for volume growth as the key driver of the next several quarters. Revenue of USD 12.14 billion and EPS of USD 3.48 are the two figures to compare with consensus, but published estimates differ by provider, so the size of the beat is small and not exact. The figures above for Visa (NYSE:V) come from published market data and company statements and may be revised. The cautious fiscal 2027 payment-volume outlook, taken from one summary, may have been the trigger.

Coca-Cola (NYSE:KO): Beat and raise, shares fall

Coca-Cola (NYSE:KO) reported EPS of USD 0.91 against USD 0.88 expected, and revenue of USD 13.4 billion against USD 12.9 billion. Global volume rose 5%, and management raised its 2026 outlook. The shares nonetheless fell 1.64% to USD 91.18 on October 27, 2026. The revenue beat of about USD 0.5 billion, simple arithmetic on two published numbers, is large for a company of this size. Volume growth of 5% matters because it shows consumers bought more, not merely paid more, a sign of underlying demand. The beat on EPS was USD 0.03, a small amount, while the beat on revenue was large, which suggests that sales volume and pricing both helped during the quarter. Management also pointed to the pressure on consumers, which is why the raise was seen as measured. The figures above for Coca-Cola (NYSE:KO) come from published market data and company statements and may be revised. The decline reflects the warning that consumer pressures could persist into 2027.

Where Things Stand

The answer is that the five stocks moved because guidance, deliveries and outlook tone mattered more than headline beats on October 27, 2026. Boeing (NYSE:BA) fell 10.69% on a delay, SoFi jumped 13.42% on a raised outlook, and Visa, Coca-Cola and Robinhood fell despite good numbers. Some figures conflict between sources and are noted in each article. The Federal Reserve decision on October 28 is the next catalyst. This is not investment advice.