Key Highlights

  • Climb Global Solutions trades 25.49% higher at $41.58 after net sales grew 37% to $220.3 million.
  • Teladoc Health trades 24.35% higher at $8.56 as adjusted EBITDA of $79.4 million topped the guided range.
  • Carvana retail units grew 39.4% to 217,385, the first quarter above 200,000.
  • Spok Holdings net income climbed 203.4% to $9.72 million on a narrowband license sale gain, even as revenue slipped 2.6%.
  • The gap between the biggest and smallest of the six moves is 12.13 percentage points (calculated).

Six Stocks Climbing After Third-Quarter Reports on October 29

Six stocks trade higher on Thursday, October 29, 2026 after third-quarter reports, ordered here by the size of the move using exact percentages. Climb Global Solutions (NASDAQ:CLMB) trades 25.49% higher at $41.58 on a 37% jump in net sales. Teladoc Health (NYSE:TDOC) trades 24.35% higher at $8.56 as adjusted EBITDA beat guidance. FinWise Bancorp (NASDAQ:FINW) trades 22.60% higher at $13.27 on credit enhancement income and an acquisition gain. Carvana (NYSE:CVNA) trades 15.44% higher at $68.17 after retail units grew 39.4%. Spok Holdings (NASDAQ:SPOK) trades 13.85% higher at $11.59 on a narrowband license sale gain, and Upbound Group (NASDAQ:UPBD) trades 13.36% higher at $19.17 as earnings per share topped guidance.

Five of the six published results on Wednesday, October 28, 2026, and Upbound reported for the quarter ended September 30. The sections below condense each report, followed by calculated comparisons and the dated events to watch.

Climb Global Solutions: Shares Up 25.49% on 37% Sales Growth

Climb, a distributor of software and technology products to resellers and managed service providers, reported net sales of $220.3 million against $161.3 million a year earlier. Net income climbed 69% to $7.9 million, or $0.43 per diluted share, and adjusted EBITDA rose 35% to $14.7 million. Gross billings grew 40% to $706.4 million, and the second quarter had been softer, with net sales up 9%. Cash was $66.9 million with no debt, and the implied prior close is about $33.13 (calculated). The release gave no numeric guidance, and the conference call takes place on Thursday, October 29, 2026. Management also named Fortinet (NASDAQ:FTNT) among newer vendor relationships showing progress.

Teladoc Health: Shares Up 24.35% Even as Revenue Slipped 3%

Teladoc provides virtual care through Integrated Care and the BetterHelp therapy service. Revenue was $605.1 million, down 3% from $626.4 million, near the top of the guided range, while adjusted EBITDA grew 14% to $79.4 million, above the $62 million to $74 million range. The net loss narrowed to $26.9 million, or $0.15 a share, from $49.5 million. BetterHelp revenue dropped 13% to $206.6 million, but Integrated Care adjusted EBITDA grew 13%. Full-year free cash flow is guided to $135 million to $165 million, and $997.6 million of convertible notes are now classed as current. The implied prior close is about $6.88 (calculated).

FinWise Bancorp: Credit Enhancement Income Powers a Profit Jump

FinWise, a Utah-based bank that supplies lending infrastructure to fintech brands, earned $10.0 million, or $0.73 per diluted share, versus $4.9 million and $0.34 a year earlier. Credit enhancement income was $45.4 million against $8.8 million, and the Tallied acquisition added a $6.5 million bargain purchase gain. The provision for credit losses was $46.7 million, and net charge-offs were $10.6 million. Tangible book value per share was $15.14, and the shares trade at roughly 0.88 times that figure (calculated). The release gave no numerical guidance and expects the credit card business sale by the second quarter of 2027.

Carvana: Shares Up 15.44% After Retail Units Cleared 200,000

Carvana sold 217,385 retail units, up 39.4% from 155,941, and total net revenue grew 42.4% to $8.04 billion. Net income was $483 million versus $263 million, and adjusted EBITDA reached $800 million. Total gross profit per unit slid 5.0% to $6,997 from $7,362, which management tied to lower loan rates passed on to customers. Carvana expects full-year adjusted EBITDA at the higher end of $2.7 billion to $3.0 billion, but will stop providing financial outlooks starting with the fourth-quarter call. The implied prior close is about $59.05 (calculated).

Spok Holdings: Shares Up 13.85% Despite Lower Revenue

Spok provides healthcare communications, including paging and the Spok Care Connect platform. Revenue slipped 2.6% to $33.0 million, but net income climbed 203.4% to $9.72 million, helped by $7.54 million of other income from the narrowband license sale. Adjusted EBITDA grew 29.6% to $8.57 million as operating expenses dropped 7.3%. Software bookings declined 28.3% and backlog declined 14.6% to $52.0 million. The company reiterated its 2026 guidance and declared a $0.3125 quarterly dividend, a yield of about 10.8% at today's price (calculated).

Upbound Group: Shares Up 13.36% as EPS Tops Guidance

Upbound, the parent of Acima, Rent-A-Center and Brigit, posted non-GAAP diluted EPS of $1.01, above the top of its guided range, on revenue of $1,146.2 million, down 1.6%. Free cash flow was about $121 million and net leverage dropped to 2.4x from 2.6x. Acima net earnings grew 17.3% to $74.7 million despite a 6.5% revenue decline, and Brigit revenue increased 36.6%. Full-year non-GAAP EPS guidance was narrowed to $4.15 to $4.30, and the company intends to repurchase up to $50 million of stock. The implied prior close is about $16.91 (calculated).

The Earnings Rally Side by Side: Spread in Moves and Revenue Trends

The six moves average 19.18% (calculated). Climb's 25.49% sits 12.13 percentage points over Upbound's 13.36%, while Climb and Teladoc are only 1.14 points apart (calculated). On implied dollar gains, Carvana added about $9.12 a share and Climb about $8.45, against $1.41 at Spok (all calculated). Carvana's $68.17 price is $59.61 over Teladoc's $8.56 (calculated).

Revenue trends differ sharply. Carvana's 42.4% revenue growth is 45.4 percentage points above Teladoc's 3% decline (calculated), and Climb grew 37%. Three of the six, Teladoc, Spok and Upbound, reported lower revenue, so earnings, cash flow or guidance carried the story at those companies.

Next Events: Climb's Call, Spok's November 18 Record Date and Carvana's Final Outlook

Climb holds its conference call on Thursday, October 29, 2026, with fourth-quarter expectations and Europe acquisitions the open questions. Spok's dividend record date is Wednesday, November 18, with payment on December 9, 2026. Carvana's fourth-quarter report is the first without a formal outlook, and Teladoc's will show BetterHelp insurance volumes and detail on the notes now due within a year. Upbound will be measured against its fourth-quarter ranges and the pace of its $50 million repurchase plan, while FinWise expects to complete its credit card sale by the second quarter of 2027.